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 |
|---|---|---|---|---|---|
| Titan Investment Solutions Ltd | 43,167 | $9.22M | 1.18% | +43,167 | New |
| Spirepoint Private Client, LLC | 43,313 | $9.25M | 0.88% | +22,694+110.1% | Added |
| Brentview Investment Management LLC | 43,910 | $9.38M | 4.06% | +1,637+3.9% | Added |
| Eurizon SLJ Capital Ltd | 47,009 | $9.42M | 4.48% | −20,377−30.2% | Reduced |
| V-Square Quantitative Management LLC | 44,221 | $9.45M | 1.00% | −185−0.4% | Reduced |
| Sitrin Capital Management LLC | 44,532 | $9.53M | 4.77% | −28,874−39.3% | Reduced |
| Argent Trust Co | 44,724 | $9.56M | 0.32% | −787−1.7% | Reduced |
| Oak Associates, Ltd | 44,821 | $9.58M | 0.64% | −10,617−19.2% | Reduced |
| Grand Alliance Asset Management Ltd | 45,000 | $9.61M | 5.82% | +45,000 | New |
| Empirical Finance, LLC | 45,013 | $9.62M | 0.45% | −106−0.2% | Reduced |
| EFG International AG | 45,073 | $9.63M | 0.21% | −25,706−36.3% | Reduced |
| Metis Global Partners, LLC | 45,219 | $9.66M | 0.24% | −5,404−10.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 45,266 | $9.67M | 0.14% | +19,235+73.9% | Added |
| Venture Visionary Partners LLC | 45,454 | $9.71M | 0.32% | −16,305−26.4% | Reduced |
| Tower Research Capital LLC (TRC) | 45,496 | $9.72M | 0.25% | −62,236−57.8% | Reduced |
| Calamos Wealth Management LLC | 45,544 | $9.73M | 0.34% | −848−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 45,614 | $9.75M | 0.55% | +19,997+78.1% | Added |
| Tokio Marine Asset Management Co Ltd | 45,740 | $9.77M | 0.35% | +1,062+2.4% | Added |
| Avidian Wealth Solutions, LLC | 45,810 | $9.79M | 0.31% | +39,896+674.6% | Added |
| BCJ Capital Management, LLC | 45,861 | $9.80M | 0.52% | −4,551−9.0% | Reduced |
| Scott & Selber, Inc. | 45,886 | $9.80M | 2.53% | −130.0% | Reduced |
| Pacifica Partners Inc. | 45,912 | $9.81M | 3.26% | −5,419−10.6% | Reduced |
| Keybank National Association | 45,992 | $9.83M | 0.04% | +135+0.3% | Added |
| Evoke Wealth, LLC | 45,948 | $9.83M | 0.18% | −4,184−8.3% | Reduced |
| Independent Advisor Alliance | 46,071 | $9.84M | 0.11% | +2,529+5.8% | Added |
| Mubadala Investment Co PJSC | 46,175 | $9.87M | 0.05% | +46,175 | New |
| Caisse des Depots Et Consignations | 46,203 | $9.87M | 0.16% | −9,957−17.7% | Reduced |
| Congress Asset Management Co | 46,281 | $9.89M | 0.07% | +42,478+1,117.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,349 | $9.90M | 0.58% | +32,203+227.6% | Added |
| Capital Investment Advisors, LLC | 46,352 | $9.90M | 0.14% | −3,098−6.3% | Reduced |
| Saudi Central Bank | 46,362 | $9.91M | 0.21% | +46,362 | New |
| Platinum Investment Management Ltd | 46,439 | $9.92M | 2.50% | −9,406−16.8% | Reduced |
| Black Creek Investment Management Inc. | 46,451 | $9.92M | 0.53% | −31,123−40.1% | Reduced |
| Capco Asset Management, LLC | 46,471 | $9.93M | 2.71% | −103,089−68.9% | Reduced |
| Oppenheimer & Co Inc | 46,528 | $9.94M | 0.12% | −10,560−18.5% | Reduced |
| Citizens Financial Group Inc | 46,500 | $9.95M | 0.14% | +29,853+179.3% | Added |
| Nan Shan Life Insurance Co., Ltd. | 46,575 | $9.95M | 0.36% | +46,575 | New |
| Principal Securities, Inc. | 47,086 | $10.1M | 0.15% | −13,166−21.9% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 47,151 | $10.1M | 0.25% | −23,717−33.5% | Reduced |
| Rheos Capital Works Inc. | 47,500 | $10.1M | 0.68% | −52,000−52.3% | Reduced |
| Northwest Bancshares, Inc. | 47,796 | $10.2M | 2.03% | −5,851−10.9% | Reduced |
| Strategic Planning Group, LLC | 47,925 | $10.2M | 1.43% | +47,925 | New |
| Plato Investment Management Ltd | 48,095 | $10.3M | 0.69% | −6,202−11.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 48,233 | $10.3M | 0.35% | +7,433+18.2% | Added |
| Sienna Gestion | 51,734 | $10.4M | 0.68% | −64,086−55.3% | Reduced |
| Vise Technologies, Inc. | 60,986 | $10.4M | 0.21% | 00.0% | Unchanged |
| Farmers Trust Co | 49,013 | $10.5M | 1.64% | −4,848−9.0% | Reduced |
| Boothbay Fund Management, LLC | 49,039 | $10.5M | 0.25% | −2,613−5.1% | Reduced |
| Professional Advisory Services Inc | 49,070 | $10.5M | 1.45% | −18,254−27.1% | Reduced |
| Rodgers Brothers Inc. | 49,100 | $10.5M | 1.21% | −1,100−2.2% | Reduced |
| CWA Asset Management Group, LLC | 49,552 | $10.6M | 0.36% | −658−1.3% | Reduced |
| Johnson Financial Group, Inc. | 49,497 | $10.6M | 0.38% | −6,953−12.3% | Reduced |
| LMCG Investments, LLC | 49,748 | $10.6M | 0.63% | −25,284−33.7% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $10.7M | 0.99% | 00.0% | Unchanged |
| Crown Advisors Management, Inc. | 50,000 | $10.7M | 7.09% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 50,278 | $10.7M | 1.23% | −3,681−6.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 50,579 | $10.8M | 0.49% | +380+0.8% | Added |
| Himension Fund | 50,858 | $10.9M | 0.83% | +2,469+5.1% | Added |
| Convergence Investment Partners, LLC | 50,898 | $10.9M | 1.78% | +11,624+29.6% | Added |
| Morton Community Bank | 51,101 | $10.9M | 2.37% | −1,410−2.7% | Reduced |
| Stiles Financial Services Inc | 51,136 | $10.9M | 3.34% | −397−0.8% | Reduced |
| MUFG Securities EMEA plc | 51,195 | $10.9M | 0.16% | −137,297−72.8% | Reduced |
| BLI - Banque de Luxembourg Investments | 64,000 | $10.9M | 0.33% | 00.0% | Unchanged |
| Greenleaf Trust | 51,474 | $11.0M | 0.11% | −507−1.0% | Reduced |
| Sierra Summit Advisors LLC | 51,715 | $11.0M | 1.61% | −22,165−30.0% | Reduced |
| Kingsview Wealth Management, LLC | 51,835 | $11.1M | 0.15% | +757+1.5% | Added |
| Copeland Capital Management, LLC | 52,112 | $11.1M | 0.25% | +46,671+857.8% | Added |
| Ballentine Partners, LLC | 52,288 | $11.2M | 0.16% | +30.0% | Added |
| Capital Wealth Planning, LLC | 52,326 | $11.2M | 0.06% | +52,326 | New |
| PEAK6 LLC | 52,473 | $11.2M | 0.32% | −37,260−41.5% | Reduced |
| ExodusPoint Capital Management, LP | 52,557 | $11.2M | 0.11% | −30,497−36.7% | Reduced |
| Summit Trail Advisors, LLC | 52,592 | $11.2M | 0.16% | +10,060+23.7% | Added |
| Spire Wealth Management | 52,821 | $11.3M | 0.39% | +27,221+106.3% | Added |
| Emerald Investment Advisers, LLC | 53,030 | $11.3M | 1.02% | +53,030 | New |
| Fisher Funds Management LTD | 53,433 | $11.4M | 0.34% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 53,583 | $11.4M | 0.06% | +6,861+14.7% | Added |
| Siemens Fonds Invest GmbH | 53,825 | $11.5M | 0.66% | −2,300−4.1% | Reduced |
| Harbour Capital Advisors, LLC | 43,702 | $11.6M | 2.21% | 00.0% | Unchanged |
| Danica Pension, Livsforsikringsaktieselskab | 54,606 | $11.7M | 0.22% | +54,606 | New |
| Horizon Investment Services, LLC | 54,616 | $11.7M | 4.06% | +54,616 | New |
| Riposte Capital LLC | 55,000 | $11.8M | 5.37% | +55,000 | New |
| E. Ohman J:or Asset Management AB | 55,921 | $11.9M | 0.32% | −2,270−3.9% | Reduced |
| Apriem Advisors | 56,027 | $12.0M | 1.14% | −35,931−39.1% | Reduced |
| Rockline Wealth Management, LLC | 56,132 | $12.0M | 2.61% | −1,923−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 56,319 | $12.0M | 0.37% | −331−0.6% | Reduced |
| Farther Finance Advisors, LLC | 54,374 | $12.1M | 0.11% | +4,595+9.2% | Added |
| Foundations Investment Advisors, LLC | 56,612 | $12.1M | 0.15% | +1,242+2.2% | Added |
| Means Investment Co., Inc. | 56,615 | $12.1M | 1.06% | −1,796−3.1% | Reduced |
| Fort Sheridan Advisors LLC | 56,829 | $12.1M | 1.47% | −2,025−3.4% | Reduced |
| Elemental Capital Partners LLC | 57,485 | $12.3M | 5.23% | +6,183+12.1% | Added |
| CenterBook Partners LP | 57,579 | $12.3M | 0.66% | +44,095+327.0% | Added |
| New Mexico Educational Retirement Board | 57,830 | $12.4M | 0.38% | 00.0% | Unchanged |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 58,345 | $12.5M | 5.35% | −47,244−44.7% | Reduced |
| Umb Bank N A | 59,239 | $12.7M | 0.18% | +754+1.3% | Added |
| Marco Investment Management LLC | 59,370 | $12.7M | 0.96% | −500−0.8% | Reduced |
| Factory Mutual Insurance Co | 59,400 | $12.7M | 0.14% | +59,400 | New |
| Marsico Capital Management LLC | 59,467 | $12.7M | 0.37% | +59,467 | New |
| Arvest Bank Trust Division | 59,838 | $12.8M | 0.69% | −25,242−29.7% | Reduced |
| Vestor Capital, LLC | 59,855 | $12.8M | 0.93% | +59,855 | New |
| Brevan Howard Capital Management LP | 60,065 | $12.8M | 0.13% | +60,065 | New |