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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 22,750 | $4.86M | 4.17% | +22,750 | New |
| WealthShield Partners, LLC | 22,789 | $4.87M | 0.54% | −4,425−16.3% | Reduced |
| Johnson Investment Counsel Inc | 22,970 | $4.91M | 0.04% | +6,713+41.3% | Added |
| TCW Group Inc | 23,356 | $4.99M | 0.04% | +3,611+18.3% | Added |
| Cornerstone Select Advisors, LLC | 23,427 | $5.01M | 3.13% | +520+2.3% | Added |
| LGT Fund Management Co Ltd. | 23,455 | $5.01M | 0.22% | −1,905−7.5% | Reduced |
| Three Seasons Wealth, LLC | 23,704 | $5.07M | 1.94% | +2,608+12.4% | Added |
| Buckingham Strategic Partners | 23,853 | $5.09M | 0.05% | +4,946+26.2% | Added |
| Bay Rivers Group | 23,948 | $5.12M | 2.13% | −670−2.7% | Reduced |
| Armistice Capital, LLC | 23,952 | $5.12M | 0.17% | +23,952 | New |
| Loup Funds, LLC | 23,963 | $5.12M | 3.24% | −5,859−19.6% | Reduced |
| Noesis Capital Mangement Corp | 24,007 | $5.13M | 0.76% | +4,884+25.5% | Added |
| Groesbeck Investment Management Corp | 24,083 | $5.15M | 10.02% | −1,087−4.3% | Reduced |
| BNP Paribas | 25,370 | $5.19M | 0.17% | +18,510+269.8% | Added |
| Nicholas Investment Partners, LP | 24,537 | $5.24M | 0.38% | +12,993+112.6% | Added |
| Decision Investments, Inc | 24,559 | $5.25M | 5.97% | −1,299−5.0% | Reduced |
| Guardian Capital LP | 24,593 | $5.25M | 0.14% | +22,934+1,382.4% | Added |
| New Age Alpha Advisors, LLC | 24,809 | $5.30M | 0.25% | +15,758+174.1% | Added |
| Occudo Quantitative Strategies LP | 20,559 | $5.30M | 0.29% | +20,559 | New |
| Hel Ved Capital Management Ltd | 24,844 | $5.31M | 0.92% | −2,430−8.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 24,941 | $5.33M | 0.63% | −2,444−8.9% | Reduced |
| Needham Investment Management LLC | 25,000 | $5.34M | 0.27% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 25,114 | $5.37M | 3.68% | +40.0% | Added |
| Secure Asset Management, LLC | 25,117 | $5.37M | 0.85% | −6,887−21.5% | Reduced |
| Chilton Investment Co LLC | 25,380 | $5.42M | 0.13% | +16,160+175.3% | Added |
| Pinnacle Financial Partners, Inc. | 25,385 | $5.42M | 0.04% | +4,821+23.4% | Added |
| Marshall Financial Group LLC | 25,388 | $5.42M | 0.87% | −547−2.1% | Reduced |
| Emmett Investment Management, LP | 24,460 | $5.43M | 4.15% | +910+3.9% | Added |
| Kestra Private Wealth Services, LLC | 25,461 | $5.44M | 0.07% | −5,715−18.3% | Reduced |
| Level Four Advisory Services, LLC | 25,489 | $5.45M | 0.18% | −32,396−56.0% | Reduced |
| Night Squared LP | 25,597 | $5.47M | 0.80% | +12,501+95.5% | Added |
| Shoker Investment Counsel, Inc. | 25,621 | $5.47M | 1.63% | −7,980−23.7% | Reduced |
| Resources Management Corp | 25,634 | $5.48M | 0.73% | −2,018−7.3% | Reduced |
| Wood Tarver Financial Group, LLC | 25,661 | $5.48M | 1.51% | 00.0% | Unchanged |
| Savant Capital, LLC | 25,696 | $5.49M | 0.03% | −313−1.2% | Reduced |
| Yarbrough Capital, LLC | 25,732 | $5.50M | 0.19% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 24,980 | $5.51M | 0.60% | +24,980 | New |
| Heritage Trust Co | 25,911 | $5.54M | 0.56% | +1,501+6.1% | Added |
| Range Financial Group LLC | 25,938 | $5.54M | 1.86% | +849+3.4% | Added |
| L2 Asset Management, LLC | 26,025 | $5.56M | 0.53% | −1,901−6.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 26,038 | $5.56M | 2.78% | −15,121−36.7% | Reduced |
| Asio Capital, LLC | 26,229 | $5.60M | 0.79% | −13,783−34.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,467 | $5.66M | 0.39% | −3,393−11.4% | Reduced |
| E&G Advisors, LP | 26,554 | $5.67M | 1.26% | −170−0.6% | Reduced |
| SevenBridge Financial Group, LLC | 21,513 | $5.71M | 0.89% | −210−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,815 | $5.73M | 0.28% | +1,197+4.7% | Added |
| Axxcess Wealth Management, LLC | 26,857 | $5.74M | 0.18% | −5,950−18.1% | Reduced |
| Conning Inc. | 26,865 | $5.74M | 0.19% | −7,158−21.0% | Reduced |
| Bryn Mawr Trust Co | 26,943 | $5.76M | 0.14% | −383−1.4% | Reduced |
| Martin Capital Advisors, LLP | 27,208 | $5.81M | 3.67% | −1,684−5.8% | Reduced |
| Community Bank, N.A. | 27,336 | $5.84M | 0.70% | −3,950−12.6% | Reduced |
| Oppenheimer Asset Management Inc. | 27,342 | $5.84M | 0.07% | +12,148+80.0% | Added |
| Cresset Asset Management, LLC | 27,447 | $5.87M | 0.03% | +5,956+27.7% | Added |
| one8zero8, LLC | 27,540 | $5.88M | 1.31% | 00.0% | Unchanged |
| Brighton Jones LLC | 27,624 | $5.90M | 0.13% | +27,624 | New |
| Foster & Motley Inc | 27,734 | $5.93M | 0.31% | −1,539−5.3% | Reduced |
| Brown Brothers Harriman & Co | 28,050 | $5.99M | 0.03% | +7,103+33.9% | Added |
| Pinnbrook Capital Management LP | 28,100 | $6.00M | 4.90% | +28,100 | New |
| Matthews International Capital Management LLC | 28,135 | $6.01M | 2.44% | +6,030+27.3% | Added |
| CX Institutional | 28,214 | $6.03M | 0.18% | −1,679−5.6% | Reduced |
| Green Alpha Advisors, LLC | 28,386 | $6.06M | 5.97% | −180−0.6% | Reduced |
| Empower Advisory Group, LLC | 28,483 | $6.09M | 0.02% | −128−0.4% | Reduced |
| Leavell Investment Management, Inc. | 28,449 | $6.09M | 0.25% | +964+3.5% | Added |
| 180 Wealth Advisors, LLC | 28,490 | $6.09M | 0.69% | +15+0.1% | Added |
| Polar Asset Management Partners Inc. | 28,548 | $6.10M | 0.14% | −59,191−67.5% | Reduced |
| Azzad Asset Management Inc | 28,790 | $6.15M | 0.62% | −23,713−45.2% | Reduced |
| Warren Averett Asset Management, LLC | 28,820 | $6.16M | 0.05% | +5,617+24.2% | Added |
| Triasima Portfolio Management inc. | 28,863 | $6.17M | 0.93% | +3,110+12.1% | Added |
| Quantbot Technologies LP | 28,996 | $6.20M | 0.25% | +28,992+724,800.0% | Added |
| Romano Brothers and Company | 29,060 | $6.21M | 0.71% | −275−0.9% | Reduced |
| FourThought Financial Partners, LLC | 29,343 | $6.27M | 0.54% | −1,029−3.4% | Reduced |
| Camarda Financial Advisors, LLC | 29,417 | $6.29M | 3.31% | −10,089−25.5% | Reduced |
| Kovack Advisors, Inc. | 29,125 | $6.29M | 0.34% | −1,897−6.1% | Reduced |
| Probity Advisors, Inc. | 29,620 | $6.33M | 1.00% | −2,811−8.7% | Reduced |
| Hillsdale Investment Management Inc. | 29,660 | $6.34M | 0.17% | +7,920+36.4% | Added |
| Mission Wealth Management, LP | 29,740 | $6.35M | 0.13% | −9,402−24.0% | Reduced |
| Boston Private Wealth LLC | 29,754 | $6.36M | 0.42% | +2,743+10.2% | Added |
| Stephens Inc | 29,760 | $6.36M | 0.08% | +2,134+7.7% | Added |
| LSV Asset Management | 29,905 | $6.39M | 0.01% | −81,599−73.2% | Reduced |
| Point72 Asset Management, L.P. | 29,913 | $6.39M | 0.01% | −66,102−68.8% | Reduced |
| Sciencast Management LP | 29,931 | $6.40M | 0.81% | +28,615+2,174.4% | Added |
| Fortem Financial Group, LLC | 29,955 | $6.40M | 1.61% | −1,745−5.5% | Reduced |
| Alight Capital Management LP | 30,000 | $6.41M | 1.86% | −20,000−40.0% | Reduced |
| Tiptree Advisors, LLC | 30,000 | $6.41M | 3.72% | +30,000 | New |
| Morningstar Investment Management LLC | 30,005 | $6.41M | 0.40% | −5,115−14.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30,101 | $6.43M | 0.02% | +2,956+10.9% | Added |
| First American Trust, FSB | 30,271 | $6.47M | 0.44% | −105−0.3% | Reduced |
| Childress Capital Advisors, LLC | 30,370 | $6.49M | 1.17% | −2,553−7.8% | Reduced |
| Montag A & Associates Inc | 30,402 | $6.50M | 0.30% | +1,224+4.2% | Added |
| Mainstay Capital Management LLC | 30,596 | $6.54M | 0.50% | +450+1.5% | Added |
| Smartleaf Asset Management LLC | 32,736 | $6.54M | 0.24% | +101+0.3% | Added |
| Ravenswood Partners LP | 30,741 | $6.57M | 2.43% | −26,359−46.2% | Reduced |
| Oak Thistle LLC | 30,749 | $6.57M | 0.64% | +30,749 | New |
| Moore Capital Management, LP | 30,827 | $6.59M | 0.24% | −28,598−48.1% | Reduced |
| First Business Financial Services, Inc. | 30,841 | $6.59M | 0.59% | +3,982+14.8% | Added |
| DSG Capital Advisors, LLC | 30,890 | $6.60M | 1.06% | −961−3.0% | Reduced |
| Proficio Capital Partners LLC | 30,941 | $6.61M | 0.35% | −1,001−3.1% | Reduced |
| Brookstone Capital Management | 31,034 | $6.63M | 0.08% | +10,150+48.6% | Added |
| Westhampton Capital, LLC | 31,072 | $6.64M | 3.10% | −3,032−8.9% | Reduced |
| Tema ETFs LLC | 31,139 | $6.65M | 0.45% | −2,990−8.8% | Reduced |