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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
ORBA Wealth Advisors, L.L.C.10,105$2.16M2.57%00.0%Unchanged
Adviser Investments LLC10,130$2.16M0.02%+1,862+22.5%Added
Angeles Wealth Management, LLC10,158$2.17M0.12%+2,015+24.7%Added
Valeo Financial Advisors, LLC10,185$2.18M0.05%−6,439−38.7%Reduced
Lathrop Investment Management Corp10,338$2.21M0.41%−6,402−38.2%Reduced
NBC Securities, Inc.10,347$2.21M0.17%+1,501+17.0%Added
Willner & Heller, LLC10,363$2.21M1.65%−1,043−9.1%Reduced
Goldenstone Wealth Management LLC10,393$2.22M1.62%+2,399+30.0%Added
Outlook Wealth Advisors, LLC10,408$2.22M0.54%−249−2.3%Reduced
AtlasMark Financial, Inc13,000$2.23M1.44%00.0%Unchanged
Prelude Capital Management, LLC10,423$2.23M0.17%+3,709+55.2%Added
Triangle Securities Wealth Management10,443$2.23M0.51%−5,454−34.3%Reduced
BSW Wealth Partners10,502$2.24M0.27%−1,118−9.6%Reduced
Woodward Diversified Capital, LLC8,410$2.25M1.02%−137−1.6%Reduced
Marex Group plc10,578$2.26M0.02%+9,304+730.3%Added
SBI Securities Co., Ltd.10,626$2.27M0.06%+427+4.2%Added
Cassaday & Co Wealth Management LLC10,632$2.27M0.05%−272−2.5%Reduced
Greater Midwest Financial Group, LLC10,642$2.27M1.22%−790−6.9%Reduced
MOKAN Wealth Management Inc.10,690$2.29M1.01%+10,690New
Global Trust Asset Management, LLC10,702$2.29M0.87%+60+0.6%Added
Bull Harbor Capital LLC10,790$2.31M0.62%+10,790New
Hilton Head Capital Partners, LLC10,793$2.31M1.30%+300+2.9%Added
Pathway Financial Advisers, LLC10,807$2.31M0.65%−561−4.9%Reduced
Alpine Woods Capital Investors, LLC10,810$2.31M0.55%−307−2.8%Reduced
Katamaran Capital LLP10,849$2.32M2.06%−275−2.5%Reduced
Lake Street Financial LLC10,999$2.35M0.30%−870−7.3%Reduced
Paloma Partners Management Co11,000$2.35M1.33%00.0%Unchanged
RAM Investment Partners, LLC11,025$2.36M0.41%+695+6.7%Added
Strathmore Capital Advisors, Inc.8,800$2.36M0.67%−368−4.0%Reduced
Wright Investors Service Inc11,093$2.37M0.75%−22−0.2%Reduced
Consolidated Planning Corp11,128$2.38M0.39%+11,128New
Momentum Wealth Planning, LLC11,131$2.38M2.15%+11,131New
Fort Washington Investment Advisors Inc11,152$2.38M0.01%−1,273−10.2%Reduced
Burns J W & Co Inc11,199$2.39M0.27%+19+0.2%Added
AlphaCore Capital LLC11,192$2.39M0.06%−4,188−27.2%Reduced
Dorsey & Whitney Trust CO LLC11,214$2.40M0.13%+67+0.6%Added
Ark Wealth Advisors LLC11,215$2.40M2.37%+50+0.4%Added
Strategic Investment Advisors11,220$2.40M0.17%+5,671+102.2%Added
Great Valley Advisor Group, Inc.11,253$2.40M0.04%−1,007−8.2%Reduced
Wincap Financial LLC11,298$2.41M1.61%−4,719−29.5%Reduced
Maven Securities LTD11,373$2.43M0.14%+11,373New
Keystone Financial Group11,257$2.43M0.17%+207+1.9%Added
Inscription Capital, LLC11,367$2.43M0.26%−2,494−18.0%Reduced
Carolina Wealth Advisors, LLC11,380$2.43M1.01%+9,084+395.6%Added
Meiji Yasuda Asset Management Co Ltd.11,446$2.45M0.12%−4,880−29.9%Reduced
Everhart Financial Group, Inc.11,457$2.45M0.21%+431+3.9%Added
Alpha Family Trust11,500$2.46M1.19%00.0%Unchanged
SRS Capital Advisors, Inc.11,515$2.46M0.07%+5,235+83.4%Added
Alps Advisors Inc11,542$2.47M0.01%−3,263−22.0%Reduced
Tiaa-Cref Individual & Institutional Services, LLC11,572$2.47M0.01%+11,572New
Harrell Investment Partners, LLC11,660$2.49M0.59%00.0%Unchanged
Bannerstone Capital Management, LLC11,774$2.51M2.60%+1,697+16.8%Added
Capital Performance Advisors LLP11,860$2.53M0.17%+301+2.6%Added
Brendel Financial Advisors LLC11,907$2.54M1.26%+11,907New
Savvy Advisors, Inc.11,945$2.55M0.07%+2,826+31.0%Added
Cigna Investments Inc11,961$2.56M0.40%−195−1.6%Reduced
Nations Financial Group Inc,11,993$2.56M0.13%+4,790+66.5%Added
American State Bank (Iowa)12,000$2.56M1.23%00.0%Unchanged
Boxwood Ventures, Inc.11,990$2.56M2.72%00.0%Unchanged
Henson-Edgewater Management, LLC12,049$2.57M1.64%−220−1.8%Reduced
Private Trust Co NA12,051$2.57M0.23%+500+4.3%Added
Segment Wealth Management, LLC12,070$2.58M0.15%+697+6.1%Added
Joel Isaacson & Co., LLC12,071$2.58M0.09%00.0%Unchanged
Choate Investment Advisors12,088$2.58M0.05%−959−7.4%Reduced
Tounjian Advisory Partners, LLC12,100$2.59M0.93%−748−5.8%Reduced
Global Financial Private Client, LLC12,107$2.59M0.85%+1,070+9.7%Added
Bedell Frazier Investment Counseling, LLC12,120$2.59M0.52%−1,290−9.6%Reduced
Sumitomo Life Insurance Co12,128$2.59M0.06%+7,119+142.1%Added
111 Capital12,147$2.60M0.64%+3,262+36.7%Added
Shelton Wealth Management, LLC12,248$2.62M1.15%−6,180−33.5%Reduced
WD Rutherford LLC12,281$2.62M1.17%+2,218+22.0%Added
PDT Partners, LLC12,300$2.63M0.16%+12,300New
Parisi Gray Wealth Management12,336$2.64M0.63%+3,428+38.5%Added
Werba Rubin Papier Wealth Management12,389$2.65M0.37%+10,698+632.6%Added
Geneva Partners, LLC12,398$2.65M1.27%+12,398New
Peregrine Asset Advisers, Inc.12,470$2.66M0.72%+12,470New
Cumberland Partners Ltd12,500$2.67M0.20%+12,500New
Reflection Asset Management12,541$2.68M1.64%−1,761−12.3%Reduced
Security National Bank of Sioux City Iowa12,594$2.69M1.59%−1,387−9.9%Reduced
Knights of Columbus Asset Advisors LLC12,663$2.71M0.15%+1,183+10.3%Added
KCM Investment Advisors LLC12,723$2.72M0.09%+859+7.2%Added
Myriad Asset Management Advisors LLC12,832$2.75M0.81%+72+0.6%Added
VMS Asset Management Limited12,880$2.75M1.68%+12,880New
Hilltop Holdings Inc.12,896$2.76M0.25%−14,089−52.2%Reduced
LOM Asset Management Ltd12,943$2.77M0.79%+816+6.7%Added
Verdence Capital Advisors LLC13,003$2.78M0.16%+1,591+13.9%Added
Nicolet Bankshares Inc12,920$2.80M0.10%+3,655+39.4%Added
Arete Wealth Advisors, LLC13,174$2.81M0.21%−10,316−43.9%Reduced
Cornerstone Planning, LLC13,167$2.82M0.64%+13,167New
Regal Investment Advisors LLC13,192$2.82M0.16%+545+4.3%Added
Sovran Advisors, LLC10,944$2.82M0.22%+2,139+24.3%Added
Skandinaviska Enskilda Banken AB (publ)13,212$2.82M0.07%−1,239,465−98.9%Reduced
Perennial Advisors, LLC13,230$2.83M0.48%−2,305−14.8%Reduced
Quantitative Investment Management, LLC13,241$2.83M0.29%+13,241New
Fort Point Capital Partners LLC13,272$2.84M0.38%−103−0.8%Reduced
Sig Brokerage, LP13,303$2.84M0.80%−4,701−26.1%Reduced
Oakworth Capital, Inc.13,310$2.84M0.15%00.0%Unchanged
Alta Wealth Advisors LLC13,313$2.84M0.92%+150+1.1%Added
Florida Financial Advisors, LLC13,331$2.85M0.68%+1,955+17.2%Added
Resources Investment Advisors, LLC.13,375$2.86M0.03%−1,874−12.3%Reduced