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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 31,214 | $6.67M | 0.87% | −1,842−5.6% | Reduced |
| Everence Capital Management Inc | 31,227 | $6.67M | 0.41% | +2,337+8.1% | Added |
| NWK Group, Inc. | 31,248 | $6.68M | 2.56% | −57−0.2% | Reduced |
| MV Capital Management, Inc. | 31,319 | $6.69M | 0.66% | −2,035−6.1% | Reduced |
| Chicago Trust Co NA | 31,486 | $6.73M | 1.08% | −1,636−4.9% | Reduced |
| Simplicity Wealth,LLC | 31,546 | $6.74M | 0.38% | +557+1.8% | Added |
| Axecap Investments, LLC | 31,553 | $6.74M | 4.64% | −15,035−32.3% | Reduced |
| Precedent Wealth Partners, LLC | 31,715 | $6.78M | 1.36% | −396−1.2% | Reduced |
| Commonwealth Retirement Investments LLC | 31,746 | $6.78M | 2.10% | −745−2.3% | Reduced |
| Spear Advisors LLC | 31,887 | $6.81M | 5.07% | +31,887 | New |
| BDF-Gestion | 31,962 | $6.83M | 0.92% | +7,264+29.4% | Added |
| Signaturefd, LLC | 31,988 | $6.83M | 0.10% | +1,298+4.2% | Added |
| American Trust Investment Advisors, LLC | 32,133 | $6.87M | 3.79% | −15,011−31.8% | Reduced |
| Laurion Capital Management LP | 32,396 | $6.92M | 0.65% | +32,396 | New |
| Webster Bank, N. A. | 32,591 | $6.96M | 0.66% | +497+1.5% | Added |
| Bokf, NA | 32,659 | $6.98M | 0.11% | −11,002−25.2% | Reduced |
| We Are One Seven, LLC | 32,816 | $7.01M | 0.14% | −381−1.1% | Reduced |
| Primoris Wealth Advisors, LLC | 33,072 | $7.07M | 4.95% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 33,115 | $7.08M | 2.29% | +15,392+86.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $7.19M | 0.49% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 33,817 | $7.23M | 1.22% | +33,817 | New |
| RSM US Wealth Management LLC | 33,551 | $7.24M | 0.09% | +230+0.7% | Added |
| Securian Asset Management, Inc | 33,877 | $7.24M | 0.29% | −276−0.8% | Reduced |
| Mather Group, LLC. | 34,226 | $7.31M | 0.07% | −3,105−8.3% | Reduced |
| Krilogy Financial LLC | 28,111 | $7.34M | 0.24% | +4,584+19.5% | Added |
| MUFG Securities Americas Inc. | 34,547 | $7.38M | 0.48% | +709+2.1% | Added |
| Cypress Capital Group | 34,573 | $7.39M | 0.83% | −345−1.0% | Reduced |
| Navellier & Associates Inc | 34,610 | $7.39M | 0.77% | +100.0% | Added |
| Mill Capital Management, LLC | 34,650 | $7.40M | 0.56% | −500−1.4% | Reduced |
| Catalytic Wealth RIA, LLC | 34,807 | $7.44M | 0.31% | −1,413−3.9% | Reduced |
| Algert Global LLC | 34,965 | $7.47M | 0.11% | −16,070−31.5% | Reduced |
| Landscape Capital Management, L.L.C. | 34,972 | $7.47M | 0.47% | +12,175+53.4% | Added |
| Princeton Global Asset Management LLC | 35,290 | $7.54M | 1.23% | +869+2.5% | Added |
| XTX Topco Ltd | 35,392 | $7.56M | 0.13% | +24,741+232.3% | Added |
| Callan Family Office, LLC | 35,615 | $7.61M | 0.17% | −170.0% | Reduced |
| Diversified Trust Co | 35,630 | $7.61M | 0.14% | +718+2.1% | Added |
| L & S Advisors Inc | 35,789 | $7.65M | 0.96% | −19,477−35.2% | Reduced |
| GAMMA Investing LLC | 35,837 | $7.66M | 0.36% | +2,643+8.0% | Added |
| Summit Financial, LLC | 35,956 | $7.69M | 0.10% | +4,542+14.5% | Added |
| Birchview Capital, LP | 36,000 | $7.69M | 4.38% | −4,329−10.7% | Reduced |
| Qsemble Capital Management, LP | 36,163 | $7.73M | 0.59% | +33,765+1,408.0% | Added |
| Acumen Wealth Advisors, LLC | 36,185 | $7.74M | 2.08% | −14,866−29.1% | Reduced |
| Brown Advisory Inc | 36,237 | $7.74M | 0.01% | −183−0.5% | Reduced |
| North Dakota State Investment Board | 36,382 | $7.77M | 0.34% | −7,482−17.1% | Reduced |
| Seizert Capital Partners, LLC | 36,594 | $7.82M | 0.36% | −10,583−22.4% | Reduced |
| Cornerstone Wealth Group, LLC | 30,282 | $7.82M | 0.50% | −1,729−5.4% | Reduced |
| Fred Alger Management, LLC | 36,639 | $7.84M | 0.03% | −2,842−7.2% | Reduced |
| Loomis Sayles & Co L P | 36,730 | $7.85M | 0.01% | +27,324+290.5% | Added |
| Cetera Trust Company, N.A | 36,760 | $7.85M | 4.44% | −3,150−7.9% | Reduced |
| Umpqua Bank | 37,073 | $7.92M | 2.26% | −2,447−6.2% | Reduced |
| Strategic Financial Services, Inc, | 37,146 | $7.94M | 0.38% | −598−1.6% | Reduced |
| Traynor Capital Management, Inc. | 39,741 | $7.95M | 0.47% | +410+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 37,251 | $7.96M | 1.47% | +19,326+107.8% | Added |
| Monetary Management Group Inc | 37,290 | $7.97M | 1.90% | −1,830−4.7% | Reduced |
| Financial Advisory Service, Inc. | 37,347 | $7.98M | 0.50% | −11,216−23.1% | Reduced |
| Meeder Asset Management Inc | 37,383 | $7.99M | 0.46% | +12,574+50.7% | Added |
| Jackson Square Capital, LLC | 37,493 | $8.01M | 1.68% | +11,002+41.5% | Added |
| Synergy Financial Management, LLC | 37,656 | $8.05M | 0.85% | −1,480−3.8% | Reduced |
| Tyro Capital Management LLC | 37,862 | $8.09M | 2.05% | +37,862 | New |
| Blair William & Co | 38,085 | $8.14M | 0.02% | −4,551−10.7% | Reduced |
| Midwest Professional Planners, LTD. | 38,722 | $8.27M | 1.95% | −15,868−29.1% | Reduced |
| Charter Trust Co | 39,032 | $8.34M | 0.49% | −6,774−14.8% | Reduced |
| Glass Wealth Management Co LLC | 39,193 | $8.37M | 3.24% | +599+1.6% | Added |
| Nikulski Financial, Inc. | 39,257 | $8.39M | 2.07% | −2,561−6.1% | Reduced |
| First National Trust Co | 39,451 | $8.43M | 0.29% | +39,451 | New |
| Chapin Davis, Inc. | 39,457 | $8.43M | 1.88% | +39,457 | New |
| Bailard, Inc. | 39,688 | $8.48M | 0.19% | −5,809−12.8% | Reduced |
| Ibex Wealth Advisors | 39,856 | $8.52M | 0.79% | +22,903+135.1% | Added |
| Apollon Wealth Management, LLC | 39,856 | $8.52M | 0.14% | −688−1.7% | Reduced |
| Intrust Bank NA | 39,872 | $8.52M | 0.69% | +588+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 39,958 | $8.54M | 0.13% | −174−0.4% | Reduced |
| Artemis Wealth Advisors, LLC | 40,000 | $8.54M | 1.29% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 40,000 | $8.55M | 0.46% | −1,550−3.7% | Reduced |
| Triglav Skladi, D.O.O. | 40,220 | $8.59M | 0.60% | +35,220+704.4% | Added |
| Clearstead Advisors, LLC | 40,271 | $8.60M | 0.08% | +19,432+93.2% | Added |
| Capital Advisors Inc | 40,276 | $8.61M | 0.14% | +1,865+4.9% | Added |
| Trifecta Capital Advisors, LLC | 40,373 | $8.63M | 1.34% | +535+1.3% | Added |
| Decker Retirement Planning Inc. | 40,599 | $8.67M | 3.93% | +13,463+49.6% | Added |
| PKO Investment Management Joint-Stock Co | 41,000 | $8.76M | 0.74% | +1,000+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 41,016 | $8.76M | 0.10% | −3,163−7.2% | Reduced |
| Meeder Advisory Services, Inc. | 41,126 | $8.79M | 0.37% | +1,779+4.5% | Added |
| Silvercrest Asset Management Group LLC | 41,347 | $8.83M | 0.06% | −53,255−56.3% | Reduced |
| Weiss Asset Management LP | 41,421 | $8.85M | 0.16% | −10,599−20.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 41,477 | $8.87M | 0.43% | −12,563−23.2% | Reduced |
| Progressive Investment Management Corp | 41,530 | $8.87M | 2.34% | −26−0.1% | Reduced |
| Genus Capital Management Inc. | 41,558 | $8.88M | 1.02% | −44,112−51.5% | Reduced |
| Wealthcare Advisory Partners LLC | 41,775 | $8.93M | 0.17% | −416−1.0% | Reduced |
| Quadrant Capital Group LLC | 41,822 | $8.94M | 0.27% | +948+2.3% | Added |
| CSM Advisors, LLC | 41,901 | $8.95M | 0.22% | +41,901 | New |
| CCM Investment Advisers LLC | 42,198 | $9.02M | 0.86% | −1,722−3.9% | Reduced |
| Martingale Asset Management L P | 42,268 | $9.03M | 0.23% | −6,893−14.0% | Reduced |
| Bleakley Financial Group, LLC | 42,367 | $9.05M | 0.14% | +4,678+12.4% | Added |
| Sanders Morris Harris LLC | 42,420 | $9.06M | 1.44% | +42,420 | New |
| Ritholtz Wealth Management | 42,606 | $9.10M | 0.16% | +10,939+34.5% | Added |
| Knollwood Investment Advisory, LLC | 42,795 | $9.14M | 0.92% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 42,878 | $9.16M | 2.36% | −2,581−5.7% | Reduced |
| Kinneret Advisory, LLC | 42,834 | $9.16M | 0.87% | −1,899−4.2% | Reduced |
| Perigon Wealth Management, LLC | 42,887 | $9.16M | 0.17% | −1,479−3.3% | Reduced |
| Pincus Capital Management, LP | 42,937 | $9.17M | 6.39% | −35−0.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 43,031 | $9.19M | 0.96% | −2,680−5.9% | Reduced |