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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 6 sales; 3,142 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: 2,651 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 institutionsQ2 2026: 3,142 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 20263,142$463.5B
Q1 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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
Darwin Advisors, LLC17,564$3.75M1.17%−990−5.3%Reduced
Archford Capital Strategies, LLC17,711$3.78M0.43%+3,950+28.7%Added
Kuhn & Co Investment Counsel17,725$3.79M2.44%−1,466−7.6%Reduced
Encompass Wealth Advisors, LLC17,818$3.81M1.32%00.0%Unchanged
One Charles Private Wealth Services, LLC17,830$3.81M0.95%−22−0.1%Reduced
Ostrum Asset Management17,874$3.82M0.21%−6,122−25.5%Reduced
AMF Pensionsforsakring AB17,916$3.83M0.03%00.0%Unchanged
Marietta Investment Partners LLC17,974$3.84M0.77%+1,182+7.0%Added
Trust Co of Toledo NA17,975$3.84M0.36%−1,645−8.4%Reduced
Legacy Wealth Asset Management, LLC18,015$3.85M0.94%−1,874−9.4%Reduced
TIAA Wealth Investment Management LLC18,058$3.86M0.03%+18,058New
Strengthening Families & Communities, LLC18,075$3.86M0.96%+18,075New
Alternative Investment Advisors, LLC.18,176$3.88M1.72%−1,513−7.7%Reduced
Wedbush Securities Inc18,192$3.89M0.11%−552−2.9%Reduced
Davenport & Co LLC18,263$3.90M0.02%−2,178−10.7%Reduced
Patton Fund Management, Inc.18,274$3.90M0.66%−33,161−64.5%Reduced
DGS Capital Management, LLC18,283$3.91M0.64%+836+4.8%Added
Weatherly Asset Management L. P.18,275$3.91M0.32%−1,387−7.1%Reduced
Paradigm Asset Management Co LLC18,300$3.91M0.92%00.0%Unchanged
Grimes & Company, Inc.18,421$3.94M0.11%+6,445+53.8%Added
Penobscot Investment Management Company, Inc.18,470$3.95M0.31%+2,300+14.2%Added
Farmers & Merchants Investments Inc18,505$3.95M0.11%+1,985+12.0%Added
Accurate Wealth Management, LLC15,031$3.96M0.48%−492−3.2%Reduced
Integrated Advisors Network LLC18,538$3.96M0.21%+5,948+47.2%Added
LCNB Corp18,609$3.98M1.34%−1,470−7.3%Reduced
Qtron Investments LLC18,629$3.98M0.54%+50.0%Added
Trustmark National Bank Trust Department18,706$4.00M0.26%−65−0.3%Reduced
Totem Point Management, LLC18,747$4.01M5.11%+18,747New
Bridgeway Capital Management, LLC18,800$4.02M0.08%00.0%Unchanged
Frec Markets, Inc.18,824$4.02M0.68%+3,618+23.8%Added
Ronald Blue Trust, Inc.18,838$4.02M0.05%+1,282+7.3%Added
Parkway Wealth Management Group, LLC15,557$4.03M0.51%+733+4.9%Added
Tocqueville Asset Management L.P.18,885$4.03M0.06%+13+0.1%Added
Regions Financial Corp18,897$4.04M0.03%−1,181−5.9%Reduced
Invera Wealth Advisors, LLC18,904$4.04M2.59%−1,100−5.5%Reduced
Nomura Asset Management International Inc.18,919$4.04M0.01%+687+3.8%Added
Eads & Heald Wealth Management18,937$4.05M2.02%−4,051−17.6%Reduced
Magnus Financial Group LLC18,947$4.05M0.33%−3,942−17.2%Reduced
Leelyn Smith, LLC18,947$4.05M0.57%−363−1.9%Reduced
Matisse Capital19,130$4.09M1.75%+393+2.1%Added
Circle Wealth Management, LLC19,329$4.13M0.06%−4,585−19.2%Reduced
SeaCrest Wealth Management, LLC19,446$4.15M0.44%−5,378−21.7%Reduced
Change Path, LLC19,492$4.16M0.10%−2,480−11.3%Reduced
PFG Advisors19,559$4.18M0.20%−5,190−21.0%Reduced
Coastal Bridge Advisors, LLC19,563$4.18M0.30%−1,475−7.0%Reduced
J. Stern & Co. LLP19,664$4.20M0.41%−3,439,713−99.4%Reduced
Icon Wealth Advisors, LLC16,911$4.21M0.27%−638−3.6%Reduced
Anson Funds Management LP19,750$4.22M0.56%+19,750New
Sowell Financial Services LLC19,790$4.23M0.16%+426+2.2%Added
Westpac Banking Corp19,945$4.26M0.30%−7,047−26.1%Reduced
Advisory Research Inc19,951$4.26M0.52%−8,155−29.0%Reduced
Viking Fund Management LLC20,000$4.27M0.44%−20,000−50.0%Reduced
Sound View Wealth Advisors Group, LLC20,159$4.31M0.29%+337+1.7%Added
Wedmont Private Capital17,485$4.31M0.14%−8,522−32.8%Reduced
Albert D Mason Inc20,501$4.38M2.84%+49+0.2%Added
Ascent Group, LLC20,566$4.39M0.15%−2,802−12.0%Reduced
Wakefield Asset Management LLLP20,580$4.40M1.17%−6,803−24.8%Reduced
Benchmark Investment Advisors LLC20,589$4.40M2.56%+20,589New
Parallel Advisors, LLC20,591$4.40M0.08%+1,461+7.6%Added
Gradient Capital Advisors, LLC20,607$4.40M1.14%−750−3.5%Reduced
Central Trust Co20,690$4.42M0.09%−1,200−5.5%Reduced
ICICI Prudential Asset Management Co Ltd20,695$4.42M0.53%+537+2.7%Added
Leuthold Group, LLC20,757$4.43M0.47%+20,757New
CoreCap Advisors, LLC20,867$4.46M0.15%−5,724−21.5%Reduced
Private Advisory Group LLC20,928$4.47M0.31%+3,182+17.9%Added
Keudell/Morrison Wealth Management20,933$4.47M0.91%+180+0.9%Added
Pensionmark Financial Group, LLC21,055$4.50M0.07%+4,847+29.9%Added
Harbor Capital Advisors, Inc.21,116$4.51M0.37%+1,870+9.7%Added
Silvant Capital Management LLC21,127$4.51M0.16%−3,922−15.7%Reduced
Aaron Wealth Advisors21,153$4.52M0.26%−5,285−20.0%Reduced
Western Financial Corp21,159$4.52M1.77%+13,851+189.5%Added
Compass Capital Corp15,957$4.54M1.62%−3,611−18.5%Reduced
Chicago Partners Investment Group LLC17,107$4.54M0.10%+171+1.0%Added
Buckhead Capital Management LLC21,340$4.56M1.72%−990−4.4%Reduced
Liontrust Investment Partners LLP21,373$4.57M0.08%−16,178−43.1%Reduced
Fideuram - Intesa Sanpaolo Private Banking S.P.A.21,417$4.58M0.16%−31,348−59.4%Reduced
Cary Street Partners Financial LLC21,420$4.58M0.11%−2,094−8.9%Reduced
IHT Wealth Management, LLC21,422$4.58M0.11%−885−4.0%Reduced
Platform Technology Partners21,477$4.59M0.89%+217+1.0%Added
Ellsworth Advisors, LLC21,496$4.59M0.86%−1,463−6.4%Reduced
Winton Group Ltd21,628$4.62M0.16%+21,628New
Marble Harbor Investment Counsel, LLC21,700$4.64M0.50%−1,400−6.1%Reduced
Socorro Asset Management LP21,809$4.66M2.11%−20,735−48.7%Reduced
Independent Financial Group, LLC21,888$4.68M0.10%+2,387+12.2%Added
Linden Thomas Advisory Services, LLC21,941$4.69M0.45%−20,484−48.3%Reduced
Sigma Planning Corp21,973$4.69M0.13%−4,260−16.2%Reduced
Phraction Management LLC21,974$4.69M1.22%−500−2.2%Reduced
Joseph Group Capital Management21,994$4.70M1.17%−23,507−51.7%Reduced
Morse Asset Management, Inc22,010$4.70M0.98%+880+4.2%Added
Camden Capital, LLC22,011$4.70M0.31%+1,103+5.3%Added
Highland Capital Management, LLC22,057$4.71M0.25%+7,121+47.7%Added
Thoroughbred Financial Services, LLC22,117$4.72M0.28%−262−1.2%Reduced
Syon Capital LLC22,180$4.74M0.24%−2,088−8.6%Reduced
Moors & Cabot, Inc.22,186$4.74M0.20%−1,617−6.8%Reduced
ABN AMRO Bank N.V.22,530$4.83M0.05%+1,043+4.9%Added
Gilliland Jeter Wealth Management LLC22,640$4.84M1.43%−1,926−7.8%Reduced
Pinkerton Retirement Specialists, LLC28,297$4.84M0.44%+2,250+8.6%Added
MWA Asset Management22,679$4.85M2.65%−5,224−18.7%Reduced
Harfst & Associates, Inc.22,703$4.85M0.87%−1,203−5.0%Reduced
Dakota Wealth Management22,733$4.86M0.11%−5,998−20.9%Reduced