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Lam Research Corp

LRCX
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000707549

In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,143 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q1 2026

Institutional positions in Lam Research Corp as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,651
+297 vs. Q4 2025
Shares held
1.04B
+116.5M (+12.6%) vs. Q4 2025
Total value
$221.3B
+$63.8B (+40.5%) vs. Q4 2025
New holders
402
900 more added
Sold out
105
1,081 more reduced

41 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 2,652 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ1 2026: $221.3B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2025.

Institutions holding LRCX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Resonant Capital Advisors, LLC7,811$1.67M0.09%+1,096+16.3%Added
Foundry Financial LLC7,913$1.69M0.72%−337−4.1%Reduced
Gould Capital, LLC7,934$1.70M1.03%−8,212−50.9%Reduced
Virtus Investment Advisers, Inc.7,958$1.70M0.47%−4,300−35.1%Reduced
Goodman Advisory Group, LLC7,978$1.70M0.44%−60−0.7%Reduced
Commerzbank Aktiengesellschaft7,986$1.71M0.04%−9,735−54.9%Reduced
Westover Capital Advisors, LLC8,000$1.71M0.31%00.0%Unchanged
Laraway Financial Inc8,100$1.73M1.22%−1,000−11.0%Reduced
71 West Capital Partners8,150$1.74M0.08%+1,396+20.7%Added
Harbour Investments, Inc.8,193$1.75M0.03%+4,873+146.8%Added
Exit Wealth Advisors, LLC.8,197$1.75M0.90%−4,979−37.8%Reduced
Alesco Advisors LLC8,211$1.75M0.04%+8,211New
denkapparat Operations GmbH8,214$1.76M0.73%−4,132−33.5%Reduced
One Capital Management, LLC8,229$1.76M0.05%−100−1.2%Reduced
Seeds Investor LLC6,465$1.76M0.24%+312+5.1%Added
Westside Investment Management, Inc.8,250$1.77M0.27%00.0%Unchanged
Sun Financial Inc5,917$1.77M0.89%−181−3.0%Reduced
Novem Group8,294$1.77M0.20%+569+7.4%Added
LGT Group Foundation8,307$1.77M0.02%−5,476−39.7%Reduced
Peapack Gladstone Financial Corp8,419$1.80M0.02%+1,123+15.4%Added
Becker Capital Management Inc8,428$1.80M0.05%−30−0.4%Reduced
Legacy Capital Wealth Partners, LLC8,439$1.80M0.37%+716+9.3%Added
F/M Investments LLC8,457$1.81M0.12%−54,027−86.5%Reduced
Avantax Planning Partners, Inc.8,482$1.81M0.05%−3,256−27.7%Reduced
Supplemental Annuity Collective Trust of NJ8,504$1.82M0.51%+304+3.7%Added
TFR Capital, LLC.8,520$1.82M0.56%+285+3.5%Added
NVWM, LLC8,522$1.82M0.41%−5,259−38.2%Reduced
Caerus Investment Advisors, LLC8,583$1.83M0.77%+20+0.2%Added
Leonteq Securities AG8,585$1.83M0.11%+8,492+9,131.2%Added
Chatham Capital Group, Inc.8,590$1.84M0.27%−75−0.9%Reduced
Kestra Investment Management, LLC8,615$1.84M0.03%−3,637−29.7%Reduced
First Commonwealth Financial Corp8,639$1.85M0.29%−7,609−46.8%Reduced
Freestone Capital Holdings, LLC8,649$1.85M0.06%+653+8.2%Added
Versant Capital Management, Inc8,692$1.86M0.18%−10.0%Reduced
Jamison Private Wealth Management, Inc.8,710$1.86M0.23%+100+1.2%Added
Heartland Advisors Inc8,712$1.86M0.09%−24,038−73.4%Reduced
Rehmann Capital Advisory Group8,762$1.87M0.10%−125−1.4%Reduced
Values First Advisors, Inc.8,764$1.87M0.98%+228+2.7%Added
Tealwood Asset Management Inc8,765$1.87M0.85%−7,322−45.5%Reduced
Applied Finance Capital Management, LLC8,809$1.88M0.14%−2,196−20.0%Reduced
Williamson Legacy Group, LLC8,855$1.89M1.42%+921+11.6%Added
Custom Index Systems, LLC8,866$1.89M0.83%−20−0.2%Reduced
Journey Strategic Wealth LLC8,872$1.90M0.05%+687+8.4%Added
Cyndeo Wealth Partners, LLC8,876$1.90M0.10%+5,338+150.9%Added
Sompo Asset Management Co., Ltd.8,880$1.90M0.35%−870−8.9%Reduced
Red Door Wealth Management, LLC8,880$1.90M0.20%+1,013+12.9%Added
Sunpointe, LLC8,919$1.91M0.62%+663+8.0%Added
Pure Financial Advisors, Inc.8,955$1.91M0.03%+193+2.2%Added
Portus Wealth Advisors, LLC8,959$1.91M1.80%−3,567−28.5%Reduced
Integrated Quantitative Investments LLC8,968$1.92M0.35%+8,968New
Capstone Investment Advisors, LLC8,990$1.92M0.02%+8,990New
Range Advisory, LLC9,026$1.93M0.36%+6,635+277.5%Added
Naviter Wealth, LLC9,073$1.94M0.24%+929+11.4%Added
Kera Capital Partners, Inc.9,090$1.94M0.24%−5,147−36.2%Reduced
Moisand Fitzgerald Tamayo, LLC9,111$1.95M0.21%00.0%Unchanged
CNB Bank9,116$1.95M0.82%−484−5.0%Reduced
Fideuram Asset Management (Ireland) dac8,532$1.95M0.25%−50,091−85.4%Reduced
Venturi Wealth Management, LLC9,171$1.96M0.09%−4,804−34.4%Reduced
Truvestments Capital LLC9,176$1.96M0.35%+92+1.0%Added
Legacy Financial Advisors, Inc.9,189$1.96M0.27%+2,025+28.3%Added
Seek First Inc.9,213$1.97M1.39%+12+0.1%Added
Stoneridge Investment Partners LLC9,277$1.98M1.43%+9,277New
Systematic Financial Management LP9,300$1.99M0.05%00.0%Unchanged
FCG Investment Co9,341$2.00M0.87%+9,341New
Caxton Associates LLP9,341$2.00M0.05%+9,341New
TRUE Private Wealth Advisors9,371$2.00M0.19%+4,205+81.4%Added
Buckley Wealth Management, LLC9,364$2.00M0.51%+522+5.9%Added
SC&H Financial Advisors, Inc.9,437$2.02M0.30%+20.0%Added
Independent Solutions Wealth Management, LLC9,463$2.02M0.30%+1,445+18.0%Added
Karani Asset Management LLC9,489$2.03M1.77%+4,291+82.6%Added
Orrstown Financial Services Inc9,490$2.03M0.34%−2,304−19.5%Reduced
Clough Capital Partners L P9,512$2.03M0.20%+9,512New
Sunbelt Securities, Inc.9,587$2.05M0.13%−865−8.3%Reduced
WSFS Capital Management, LLC9,598$2.05M0.10%+968+11.2%Added
McDonald Partners LLC9,600$2.05M0.48%−300−3.0%Reduced
Worth Asset Management, LLC9,632$2.06M0.77%−1,904−16.5%Reduced
Busey Wealth Management9,634$2.06M0.06%−605−5.9%Reduced
Cim Investment Mangement Inc9,673$2.07M0.55%−42−0.4%Reduced
Grant Private Wealth Management Inc9,690$2.07M1.10%−250−2.5%Reduced
Ballast Rock Private Wealth LLC9,679$2.07M1.15%00.0%Unchanged
Centaurus Financial, Inc.9,771$2.09M0.10%−527−5.1%Reduced
Mutual Advisors, LLC9,777$2.09M0.04%−4,718−32.5%Reduced
Haverford Trust Co9,779$2.09M0.02%+2,841+40.9%Added
Two Sigma Securities, LLC9,785$2.09M0.24%+7,986+443.9%Added
SummitTX Capital, L.P.9,800$2.09M0.07%+9,800New
Security National Bank of So Dak9,875$2.11M1.02%−510−4.9%Reduced
Portside Wealth Group, LLC9,910$2.12M0.29%+4,153+72.1%Added
Mirador Capital Partners LP9,910$2.12M0.30%−3,030−23.4%Reduced
TritonPoint Partners, LLC9,911$2.12M0.78%−104−1.0%Reduced
GoalVest Advisory LLC9,931$2.12M0.41%+31+0.3%Added
Ferguson Wellman Capital Management, Inc9,949$2.13M0.03%+525+5.6%Added
Elyxium Wealth, LLC9,980$2.13M0.68%+234+2.4%Added
EverSource Wealth Advisors, LLC10,009$2.14M0.07%+1,252+14.3%Added
McLaughlin Asset Management, Inc.10,024$2.14M2.05%−3,500−25.9%Reduced
Portfolio Design Labs, LLC10,062$2.15M0.38%−6,633−39.7%Reduced
Avestar Capital, LLC10,064$2.15M0.15%−425−4.1%Reduced
Belpointe Asset Management LLC10,075$2.15M0.08%−5,642−35.9%Reduced
Generali Investments, Management Co LLC10,082$2.15M0.50%−26,192−72.2%Reduced
Keel Point, LLC10,090$2.16M0.14%+441+4.6%Added
Western Wealth Management, LLC10,091$2.16M0.08%+7,139+241.8%Added