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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 13,393 | $2.86M | 0.10% | +4,569+51.8% | Added |
| Abundance Wealth Counselors | 13,412 | $2.87M | 0.41% | +1,214+10.0% | Added |
| McDaniel Terry & Co | 13,500 | $2.88M | 0.25% | 00.0% | Unchanged |
| Destination Wealth Management | 13,511 | $2.89M | 0.07% | +9,936+277.9% | Added |
| KPP Advisory Services LLC | 13,520 | $2.89M | 0.42% | −1,689−11.1% | Reduced |
| Dynamic Advisor Solutions LLC | 13,538 | $2.89M | 0.09% | −3,100−18.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,541 | $2.89M | 0.88% | −97−0.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 13,565 | $2.90M | 2.44% | −2,905−17.6% | Reduced |
| Arista Wealth Management, LLC | 13,580 | $2.90M | 0.35% | −2,814−17.2% | Reduced |
| TCG Advisory Services, LLC | 13,588 | $2.90M | 0.07% | +218+1.6% | Added |
| RMB Capital Management, LLC | 13,609 | $2.91M | 0.05% | +439+3.3% | Added |
| Guyasuta Investment Advisors Inc | 13,790 | $2.95M | 0.17% | −972−6.6% | Reduced |
| Accent Capital Management, LLC | 13,907 | $2.97M | 1.44% | −126−0.9% | Reduced |
| Capula Management Ltd | 13,964 | $2.98M | 0.03% | +13,964 | New |
| Y.D. More Investments Ltd | 14,023 | $3.00M | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,036 | $3.00M | 0.02% | −5,115−26.7% | Reduced |
| Optimize Financial Inc | 14,058 | $3.00M | 1.48% | +14,058 | New |
| Milestone Asset Management, LLC | 14,104 | $3.01M | 0.56% | −1,942−12.1% | Reduced |
| Fulcrum Asset Management LLP | 15,104 | $3.02M | 0.46% | +8,108+115.9% | Added |
| Goldstream Capital Management Ltd | 14,145 | $3.02M | 4.50% | −3,763−21.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,150 | $3.02M | 0.10% | −670−4.5% | Reduced |
| Northwest & Ethical Investments L.P. | 14,047 | $3.02M | 0.07% | −6,614−32.0% | Reduced |
| Americana Partners, LLC | 14,160 | $3.03M | 0.08% | +5,969+72.9% | Added |
| Snowwater Investment Partners, LLC | 14,184 | $3.03M | 2.86% | −448−3.1% | Reduced |
| Trust Asset Management LLC | 14,328 | $3.06M | 0.22% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 14,332 | $3.06M | 0.09% | −12,662−46.9% | Reduced |
| National Wealth Management Group, LLC | 14,402 | $3.08M | 1.15% | −143−1.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 11,613 | $3.08M | 0.98% | +196+1.7% | Added |
| KRS Capital Management, LLC | 14,441 | $3.09M | 1.89% | −34−0.2% | Reduced |
| Abc Arbitrage SA | 14,469 | $3.09M | 0.41% | +14,469 | New |
| Mattson Financial Services, LLC | 14,519 | $3.10M | 0.74% | −2,462−14.5% | Reduced |
| Winslow Capital Management, LLC | 14,589 | $3.12M | 0.01% | −7,381−33.6% | Reduced |
| Prudent Man Advisors, LLC | 14,598 | $3.12M | 0.93% | +3,485+31.4% | Added |
| Cypress Capital, LLC | 14,617 | $3.12M | 0.89% | −279−1.9% | Reduced |
| Dara Capital US, Inc. | 14,623 | $3.12M | 2.96% | +560+4.0% | Added |
| Checchi Capital Advisers, LLC | 14,690 | $3.14M | 0.22% | +800+5.8% | Added |
| Gold Investment Management Ltd. | 14,736 | $3.15M | 0.98% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 14,857 | $3.17M | 0.05% | −20,556−58.0% | Reduced |
| Sagespring Wealth Partners, LLC | 14,885 | $3.18M | 0.06% | +1,099+8.0% | Added |
| Trust Co of Oklahoma | 14,887 | $3.18M | 0.93% | −540−3.5% | Reduced |
| Capstone Wealth Management Group LLC | 14,907 | $3.18M | 1.96% | −1,316−8.1% | Reduced |
| Graham Capital Management, L.P. | 14,958 | $3.20M | 0.11% | +14,958 | New |
| Cohen Klingenstein LLC | 15,000 | $3.20M | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 14,990 | $3.21M | 0.14% | −900−5.7% | Reduced |
| Equitable Holdings, Inc. | 18,701 | $3.21M | 0.02% | −95−0.5% | Reduced |
| Precision Wealth Strategies, LLC | 15,082 | $3.22M | 1.07% | +15,082 | New |
| Fidelis Capital Partners, LLC | 15,270 | $3.26M | 0.23% | +490+3.3% | Added |
| Middleton & Co Inc | 15,431 | $3.30M | 0.38% | −725−4.5% | Reduced |
| PCM Encore, LLC | 15,451 | $3.30M | 0.68% | +394+2.6% | Added |
| Snowden Capital Advisors LLC | 15,432 | $3.30M | 0.09% | +450+3.0% | Added |
| Coastwise Capital Group, LLC | 15,475 | $3.31M | 1.84% | +475+3.2% | Added |
| Glen Eagle Advisors, LLC | 15,499 | $3.31M | 0.46% | −538−3.4% | Reduced |
| MBM Wealth Consultants, LLC | 15,526 | $3.32M | 0.76% | −48−0.3% | Reduced |
| Stokes Family Office, LLC | 15,576 | $3.33M | 0.34% | −230−1.5% | Reduced |
| Formuepleje A/S | 15,640 | $3.34M | 0.30% | +15,640 | New |
| Donoghue Forlines LLC | 15,709 | $3.36M | 0.93% | +313+2.0% | Added |
| Perpetual Ltd | 15,859 | $3.39M | 0.05% | −2,757−14.8% | Reduced |
| RFG Advisory, LLC | 15,937 | $3.41M | 0.06% | −3,747−19.0% | Reduced |
| Goelzer Investment Management, Inc. | 15,953 | $3.41M | 0.16% | −111−0.7% | Reduced |
| Tradition Wealth Management, LLC | 15,998 | $3.42M | 0.24% | −902−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,009 | $3.42M | 0.04% | +3,722+30.3% | Added |
| Wealth Alliance | 16,055 | $3.43M | 0.34% | +846+5.6% | Added |
| Baader Bank INC | 16,530 | $3.44M | 0.34% | +9,126+123.3% | Added |
| Simplex Trading, LLC | 16,078 | $3.44M | 0.11% | −19,682−55.0% | Reduced |
| True North Advisors, LLC | 16,101 | $3.44M | 0.39% | −4,422−21.5% | Reduced |
| Beaumont Financial Advisors, LLC | 16,327 | $3.49M | 0.24% | −4,557−21.8% | Reduced |
| Meridian Wealth Management, LLC | 16,355 | $3.49M | 0.12% | +294+1.8% | Added |
| Fiduciary Family Office, LLC | 16,399 | $3.50M | 1.00% | −157−0.9% | Reduced |
| Oak Grove Capital LLC | 16,400 | $3.50M | 0.60% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 16,430 | $3.51M | 0.48% | −500−3.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,540 | $3.53M | 0.12% | −137−0.8% | Reduced |
| Monument Capital Management | 16,549 | $3.54M | 0.89% | +146+0.9% | Added |
| Salomon & Ludwin, LLC | 16,189 | $3.54M | 0.32% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 16,564 | $3.54M | 0.43% | −25−0.2% | Reduced |
| Twin Capital Management Inc | 16,606 | $3.55M | 0.46% | +8,407+102.5% | Added |
| Jacobi Capital Management LLC | 16,647 | $3.56M | 0.20% | −80−0.5% | Reduced |
| KLCM Advisors, Inc. | 16,663 | $3.56M | 0.31% | +1,646+11.0% | Added |
| Huntleigh Advisors, Inc. | 16,712 | $3.57M | 0.61% | +4,577+37.7% | Added |
| 3Chopt Investment Partners, LLC | 16,701 | $3.57M | 0.82% | +302+1.8% | Added |
| Atlas Capital Advisors LLC | 16,730 | $3.57M | 0.41% | −3,474−17.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,739 | $3.58M | 0.09% | +3,901+30.4% | Added |
| Frank, Rimerman Advisors LLC | 16,802 | $3.59M | 0.24% | +13+0.1% | Added |
| IFP Advisors, Inc | 16,858 | $3.60M | 0.07% | −157−0.9% | Reduced |
| National Asset Management, Inc. | 18,062 | $3.61M | 0.23% | −56,256−75.7% | Reduced |
| Lighthouse Financial Services Inc | 13,281 | $3.62M | 0.82% | −445−3.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 17,102 | $3.66M | 0.10% | −2,227−11.5% | Reduced |
| Concord Asset Management, LLC | 17,131 | $3.66M | 0.62% | +243+1.4% | Added |
| BankPlus Trust Department | 17,143 | $3.66M | 0.98% | −3,805−18.2% | Reduced |
| Atomi Financial Group, Inc. | 17,153 | $3.66M | 0.11% | +1,529+9.8% | Added |
| Kane Investment Management, Inc. | 17,149 | $3.67M | 1.89% | −19−0.1% | Reduced |
| Cache Advisors, LLC | 17,178 | $3.67M | 0.42% | +5,928+52.7% | Added |
| Paragon Advisors, LLC | 17,214 | $3.68M | 0.99% | +17,214 | New |
| Concord Wealth Partners | 17,281 | $3.69M | 0.48% | +206+1.2% | Added |
| Deseret Mutual Benefit Administrators | 17,310 | $3.70M | 1.26% | +9,551+123.1% | Added |
| Howard Hughes Medical Institute | 17,396 | $3.72M | 0.89% | +17,126+6,343.0% | Added |
| Cloverfields Capital Group, LP | 17,407 | $3.72M | 1.20% | −3,358−16.2% | Reduced |
| Altman Advisors, Inc. | 17,408 | $3.72M | 1.54% | +250+1.5% | Added |
| Torrey Growth & Income Advisors | 17,900 | $3.73M | 1.57% | −1,000−5.3% | Reduced |
| Evergreen Capital Management LLC | 17,468 | $3.74M | 0.08% | +686+4.1% | Added |
| Fulton Bank, N.A. | 17,519 | $3.74M | 0.13% | +162+0.9% | Added |