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 |
|---|---|---|---|---|---|
| KKM Financial LLC | 75,048 | $12.8M | 2.28% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60,425 | $12.9M | 1.67% | +104+0.2% | Added |
| Strategic Global Advisors, LLC | 60,719 | $13.0M | 2.07% | −1,469−2.4% | Reduced |
| La Banque Postale Asset Management SA | 60,788 | $13.0M | 0.18% | +16,546+37.4% | Added |
| China Universal Asset Management Co., Ltd. | 60,848 | $13.0M | 0.99% | +6,361+11.7% | Added |
| TrimTabs Asset Management, LLC | 60,990 | $13.0M | 2.93% | −43,740−41.8% | Reduced |
| Sava Infond d.o.o. | 61,570 | $13.2M | 1.87% | −11,180−15.4% | Reduced |
| FORA Capital, LLC | 62,052 | $13.3M | 0.97% | +47,747+333.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 62,233 | $13.3M | 0.79% | −47,595−43.3% | Reduced |
| First Manhattan Co | 62,214 | $13.3M | 0.04% | −13,459−17.8% | Reduced |
| MidFirst Bank | 62,848 | $13.4M | 1.11% | −31,689−33.5% | Reduced |
| CAPROCK Group, Inc. | 62,844 | $13.4M | 0.33% | +1,910+3.1% | Added |
| Maryland State Retirement & Pension System | 63,100 | $13.5M | 0.27% | +427+0.7% | Added |
| Westwood Holdings Group Inc. | 63,199 | $13.5M | 0.10% | −3,292−5.0% | Reduced |
| McBroom & Associates, LLC | 63,412 | $13.5M | 7.55% | −19,207−23.2% | Reduced |
| Paradiem, LLC | 63,418 | $13.5M | 2.98% | −53,072−45.6% | Reduced |
| Amica Mutual Insurance Co | 63,912 | $13.7M | 1.17% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 64,251 | $13.7M | 0.30% | +4,407+7.4% | Added |
| Cullinan Associates Inc | 64,500 | $13.8M | 1.11% | −32,500−33.5% | Reduced |
| Atria Investments LLC | 64,511 | $13.8M | 0.15% | +10,996+20.5% | Added |
| King Luther Capital Management Corp | 64,890 | $13.9M | 0.06% | −3,633−5.3% | Reduced |
| Boston Trust Walden Corp | 64,950 | $13.9M | 0.11% | +62,990+3,213.8% | Added |
| Norden Group LLC | 65,808 | $14.1M | 1.35% | +3,048+4.9% | Added |
| Stanley-Laman Group, Ltd. | 65,918 | $14.1M | 1.73% | +533+0.8% | Added |
| Pittenger & Anderson Inc | 66,953 | $14.3M | 0.57% | −5,925−8.1% | Reduced |
| Eldred Rock Partners, LLC | 66,962 | $14.3M | 3.64% | −20,655−23.6% | Reduced |
| Tritonpoint Wealth, LLC | 67,468 | $14.4M | 1.55% | −4,727−6.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 66,579 | $14.7M | 0.30% | +45,902+222.0% | Added |
| Integrated Wealth Concepts LLC | 68,788 | $14.7M | 0.12% | +49,278+252.6% | Added |
| Westerkirk Capital Inc. | 69,020 | $14.7M | 1.59% | −4,300−5.9% | Reduced |
| Impax Asset Management Group plc | 69,076 | $14.8M | 0.10% | +24,896+56.4% | Added |
| Insight Wealth Strategies, LLC | 69,168 | $14.8M | 1.65% | −16,054−18.8% | Reduced |
| Banque Cantonale Vaudoise | 69,320 | $14.8M | 0.56% | +24,535+54.8% | Added |
| VestGen Advisors, LLC | 51,704 | $15.0M | 0.42% | −9,208−15.1% | Reduced |
| Voleon Capital Management LP | 70,005 | $15.0M | 0.32% | −109,595−61.0% | Reduced |
| Modera Wealth Management, LLC | 70,011 | $15.0M | 0.18% | −7,164−9.3% | Reduced |
| Sequoia Financial Advisors, LLC | 70,528 | $15.1M | 0.08% | +9,377+15.3% | Added |
| Hartford Investment Management Co | 71,157 | $15.2M | 0.48% | −1,370−1.9% | Reduced |
| Cercano Management LLC | 71,531 | $15.3M | 0.66% | −829−1.1% | Reduced |
| Rench Wealth Management, Inc. | 71,546 | $15.3M | 4.60% | −4,736−6.2% | Reduced |
| Naples Global Advisors, LLC | 71,545 | $15.3M | 1.12% | −4,036−5.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 71,781 | $15.3M | 0.58% | +3,500+5.1% | Added |
| Carret Asset Management, LLC | 71,906 | $15.4M | 1.50% | −5,954−7.6% | Reduced |
| KWMG, LLC | 72,184 | $15.4M | 1.29% | −4,317−5.6% | Reduced |
| Institute for Wealth Management, LLC. | 72,385 | $15.5M | 1.66% | −312−0.4% | Reduced |
| Commerce Bank | 72,575 | $15.5M | 0.08% | +7,108+10.9% | Added |
| Rathbone Brothers plc | 73,112 | $15.6M | 0.06% | +66,544+1,013.2% | Added |
| Private Advisor Group, LLC | 73,419 | $15.7M | 0.07% | −1,856−2.5% | Reduced |
| Jump Financial, LLC | 74,247 | $15.9M | 0.23% | +29,633+66.4% | Added |
| Van Hulzen Asset Management, LLC | 74,625 | $15.9M | 1.18% | −2,933−3.8% | Reduced |
| South Dakota Investment Council | 74,985 | $16.0M | 0.31% | −484−0.6% | Reduced |
| Third Point LLCSuperinvestorThird Point | 75,000 | $16.0M | 0.77% | +75,000 | New |
| Mizuho Securities USA LLC | 75,494 | $16.1M | 0.38% | −15,962−17.5% | Reduced |
| Employees Retirement System of Texas | 75,560 | $16.1M | 0.14% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 75,621 | $16.2M | 0.28% | +3,118+4.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,637 | $16.2M | 0.28% | +7,861+11.6% | Added |
| United Capital Financial Advisers, LLC | 75,763 | $16.2M | 0.10% | −605−0.8% | Reduced |
| MAI Capital Management | 75,848 | $16.2M | 0.09% | +1,841+2.5% | Added |
| Fulcrum Capital LLC | 76,393 | $16.3M | 3.54% | −1,630−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 74,917 | $16.4M | 0.51% | +22,959+44.2% | Added |
| IMC-Chicago, LLC | 76,707 | $16.4M | 0.25% | +76,707 | New |
| Hennion & Walsh Asset Management, Inc. | 76,867 | $16.4M | 0.55% | +5,654+7.9% | Added |
| Central Bank & Trust Co | 77,199 | $16.5M | 2.59% | −2,248−2.8% | Reduced |
| Vestcor Inc | 77,779 | $16.6M | 0.46% | −1,153−1.5% | Reduced |
| M & L Capital Management Ltd | 78,050 | $16.7M | 4.10% | +78,050 | New |
| Blue Sparrow, LLC | 78,200 | $16.7M | 0.29% | +7,800+11.1% | Added |
| Brinker Capital Investments, LLC | 78,466 | $16.8M | 0.14% | +2,137+2.8% | Added |
| Beacon Pointe Advisors, LLC | 78,835 | $16.8M | 0.09% | +16,942+27.4% | Added |
| William Blair Investment Management, LLC | 79,447 | $17.0M | 0.06% | −31,221−28.2% | Reduced |
| D.A. Davidson & Co. | 80,443 | $17.2M | 0.10% | −7,648−8.7% | Reduced |
| Aviance Capital Partners, LLC | 80,652 | $17.2M | 2.02% | −1,263−1.5% | Reduced |
| Park Avenue Securities LLC | 80,958 | $17.3M | 0.14% | +80,958 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 81,262 | $17.4M | 1.45% | −6,500−7.4% | Reduced |
| Concurrent Investment Advisors, LLC | 82,201 | $17.6M | 0.19% | +4,466+5.7% | Added |
| Intech Investment Management LLC | 82,310 | $17.6M | 0.17% | +38,085+86.1% | Added |
| Ashton Thomas Private Wealth, LLC | 82,687 | $17.7M | 0.42% | +2,232+2.8% | Added |
| Sterling Capital Management LLC | 82,965 | $17.7M | 0.34% | −6,158−6.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 83,006 | $17.7M | 0.09% | +1,653+2.0% | Added |
| Picton Mahoney Asset Management | 84,101 | $18.0M | 0.19% | +4,610+5.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 84,201 | $18.0M | 0.45% | +4,613+5.8% | Added |
| NatWest Group plc | 84,461 | $18.0M | 3.90% | +1,076+1.3% | Added |
| Freestone Grove Partners LP | 84,644 | $18.1M | 0.13% | −7,078−7.7% | Reduced |
| Fusion Capital, LLC | 84,815 | $18.1M | 4.89% | −10,173−10.7% | Reduced |
| Verition Fund Management LLC | 85,007 | $18.2M | 0.18% | −51,293−37.6% | Reduced |
| Advisors Asset Management, Inc. | 85,356 | $18.2M | 0.30% | −9,339−9.9% | Reduced |
| Banque Pictet & Cie SA | 85,642 | $18.3M | 0.21% | −19,179−18.3% | Reduced |
| Prospera Financial Services Inc | 86,557 | $18.5M | 0.30% | +25,608+42.0% | Added |
| Taylor Hoffman Capital Management LLC | 88,042 | $18.8M | 5.80% | −5,816−6.2% | Reduced |
| Baldwin Investment Management, LLC | 88,594 | $18.9M | 2.21% | −9,540−9.7% | Reduced |
| Moran Wealth Management, LLC | 88,825 | $19.0M | 0.58% | −2,294−2.5% | Reduced |
| Parkwood LLC | 89,631 | $19.2M | 1.70% | −11,881−11.7% | Reduced |
| Cookson Peirce & Co Inc | 89,986 | $19.2M | 0.81% | +14,873+19.8% | Added |
| Advisors Capital Management, LLC | 90,378 | $19.3M | 0.23% | −3,545−3.8% | Reduced |
| Holocene Advisors, LP | 90,709 | $19.4M | 0.05% | −68,615−43.1% | Reduced |
| LMR Partners LLP | 92,706 | $19.8M | 0.18% | +5,490+6.3% | Added |
| Midwest Trust Co | 93,222 | $19.9M | 0.25% | −15,297−14.1% | Reduced |
| Fiduciary Trust Co | 94,142 | $20.1M | 0.24% | −1,670−1.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 94,976 | $20.3M | 1.53% | +1,403+1.5% | Added |
| Carderock Capital Management Inc | 95,798 | $20.5M | 5.06% | −10,138−9.6% | Reduced |
| Larson Financial Group LLC | 95,963 | $20.5M | 0.66% | −2,670−2.7% | Reduced |