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 |
|---|---|---|---|---|---|
| Zweig-DiMenna Associates LLC | 96,500 | $20.6M | 2.89% | +31,100+47.6% | Added |
| Gulf International Bank (UK) Ltd | 97,088 | $20.7M | 0.46% | +32,317+49.9% | Added |
| Glenview Trust Co | 98,260 | $21.0M | 0.33% | −292−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 98,921 | $21.1M | 0.16% | −1,800−1.8% | Reduced |
| Violich Capital Management, Inc. | 100,250 | $21.4M | 2.50% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 101,025 | $21.6M | 0.27% | +101,025 | New |
| Summit Street Capital Management, LLC | 101,481 | $21.7M | 3.07% | −33,706−24.9% | Reduced |
| Prudential PLC | 101,829 | $21.8M | 0.17% | +9,525+10.3% | Added |
| YHB Investment Advisors, Inc. | 102,345 | $21.9M | 1.57% | −7,559−6.9% | Reduced |
| Jackson Wealth Management, LLC | 102,732 | $21.9M | 2.26% | −2,839−2.7% | Reduced |
| Miller Capital Partners, Inc. | 102,851 | $22.0M | 10.63% | +4,850+4.9% | Added |
| Terry L. Blaker | 103,767 | $22.2M | 0.84% | −34,231−24.8% | Reduced |
| M&T Bank Corp | 104,357 | $22.3M | 0.07% | +9,653+10.2% | Added |
| Systematic Alpha Investments, LLC | 104,380 | $22.3M | 0.78% | 00.0% | Unchanged |
| Omers Administration Corp | 105,911 | $22.6M | 0.15% | +21,647+25.7% | Added |
| Arbejdsmarkedets Tillaegspension | 106,082 | $22.7M | 0.56% | −34,193−24.4% | Reduced |
| Tower Bridge Advisors | 106,918 | $22.8M | 2.21% | −26,803−20.0% | Reduced |
| Hosking Partners LLP | 106,970 | $22.9M | 0.82% | −31,517−22.8% | Reduced |
| Science & Technology Partners, L.P. | 108,700 | $23.2M | 6.08% | −8,100−6.9% | Reduced |
| Winmill & Co. Inc | 109,000 | $23.3M | 6.72% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 109,176 | $23.3M | 0.49% | −6,236−5.4% | Reduced |
| Summit Partners Public Asset Management, LLC | 110,000 | $23.5M | 1.09% | −22,000−16.7% | Reduced |
| Stratos Wealth Partners, LTD. | 111,010 | $23.7M | 0.27% | −1,505−1.3% | Reduced |
| Cozad Asset Management Inc | 111,568 | $23.8M | 1.87% | −33,609−23.2% | Reduced |
| Merit Financial Group, LLC | 112,136 | $24.0M | 0.18% | +45,715+68.8% | Added |
| Baker Ellis Asset Management LLC | 112,622 | $24.1M | 2.86% | −3,850−3.3% | Reduced |
| Linscomb & Williams, Inc. | 112,828 | $24.1M | 1.07% | −44,870−28.5% | Reduced |
| Engineers Gate Manager LP | 112,881 | $24.1M | 0.30% | +96,454+587.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 113,081 | $24.2M | 0.13% | −19,410−14.7% | Reduced |
| First Citizens Bank & Trust Co | 113,479 | $24.2M | 0.51% | +2,316+2.1% | Added |
| HB Wealth Management, LLC | 114,207 | $24.4M | 0.16% | −7,785−6.4% | Reduced |
| Laffer Tengler Investments | 114,314 | $24.4M | 3.61% | −6,019−5.0% | Reduced |
| E Fund Management Co., Ltd. | 114,396 | $24.4M | 0.73% | +114,396 | New |
| Diversify Wealth Management, LLC | 98,581 | $24.5M | 0.44% | +35,747+56.9% | Added |
| Manchester Global Management (UK) Ltd | 115,720 | $24.7M | 3.30% | −134,000−53.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 116,234 | $24.8M | 1.19% | −281−0.2% | Reduced |
| GDS Wealth Management | 116,250 | $24.8M | 1.49% | +1,058+0.9% | Added |
| Bamco Inc | 116,670 | $24.9M | 0.08% | +88,641+316.2% | Added |
| TruWealth Advisors, LLC | 117,008 | $25.0M | 1.20% | +107+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,498 | $25.1M | 1.01% | +9,900+9.2% | Added |
| Allstate Corp | 117,857 | $25.2M | 0.27% | +21,762+22.6% | Added |
| Nearwater Capital Markets, Ltd | 118,000 | $25.2M | 0.59% | −702,000−85.6% | Reduced |
| Hancock Whitney Corp | 115,543 | $25.2M | 0.44% | −8,440−6.8% | Reduced |
| Arkadios Wealth Advisors | 118,181 | $25.3M | 0.42% | +6,415+5.7% | Added |
| Cullen/Frost Bankers, Inc. | 118,475 | $25.3M | 0.29% | −6,056−4.9% | Reduced |
| Marshall Wace, LLP | 118,891 | $25.4M | 0.03% | −261,109−68.7% | Reduced |
| Norinchukin Bank, The | 120,507 | $25.7M | 0.30% | +3,847+3.3% | Added |
| Canada Post Corp Registered Pension Plan | 121,126 | $25.9M | 1.03% | −29,900−19.8% | Reduced |
| Horizon Investments, LLC | 121,136 | $25.9M | 0.29% | +1,258+1.0% | Added |
| Nilsine Partners, LLC | 99,835 | $25.9M | 2.02% | −3,084−3.0% | Reduced |
| Avanza Fonder AB | 122,023 | $26.1M | 0.72% | +7,710+6.7% | Added |
| State of Alaska, Department of Revenue | 123,533 | $26.4M | 0.29% | −720−0.6% | Reduced |
| Nemes Rush Group LLC | 123,557 | $26.4M | 2.51% | −28,605−18.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 123,979 | $26.5M | 0.50% | +123,979 | New |
| Sanctuary Advisors, LLC | 124,450 | $26.6M | 0.14% | +2,246+1.8% | Added |
| ASR Vermogensbeheer N.V. | 124,686 | $26.6M | 0.31% | +2,154+1.8% | Added |
| Abn Amro Investment Solutions | 124,804 | $26.7M | 0.35% | +157+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 126,497 | $27.0M | 0.77% | +1,917+1.5% | Added |
| Global X Japan Co., Ltd. | 128,008 | $27.4M | 1.41% | +8,023+6.7% | Added |
| Allworth Financial LP | 128,188 | $27.4M | 0.11% | +46,830+57.6% | Added |
| MML Investors Services, LLC | 128,955 | $27.6M | 0.08% | −68,844−34.8% | Reduced |
| Life Cycle Investment Partners Ltd | 129,568 | $27.7M | 0.18% | +129,568 | New |
| Wiley Bros.-Aintree Capital, LLC | 129,764 | $27.7M | 0.14% | +12,369+10.5% | Added |
| Motley Fool Asset Management LLC | 130,315 | $27.8M | 1.20% | −3,132−2.3% | Reduced |
| 1832 Asset Management L.P. | 130,879 | $28.0M | 0.04% | −1,007,744−88.5% | Reduced |
| Benjamin Edwards Inc | 130,935 | $28.0M | 0.28% | −3,664−2.7% | Reduced |
| Gateway Investment Advisers LLC | 131,491 | $28.1M | 0.31% | +28,402+27.6% | Added |
| Exchange Traded Concepts, LLC | 134,615 | $28.8M | 0.22% | +51,308+61.6% | Added |
| Illinois Municipal Retirement Fund | 134,889 | $28.8M | 0.37% | −2,342−1.7% | Reduced |
| Yousif Capital Management, LLC | 135,065 | $28.9M | 0.34% | −5,181−3.7% | Reduced |
| Mizuho Markets Americas LLC | 135,661 | $29.0M | 0.80% | +1,661+1.2% | Added |
| Groupama Asset Managment | 136,822 | $29.2M | 0.43% | +21,749+18.9% | Added |
| Great Lakes Advisors, LLC | 136,905 | $29.3M | 0.24% | +13,269+10.7% | Added |
| Jain Global LLC | 138,296 | $29.5M | 0.38% | +68,786+99.0% | Added |
| Aptus Capital Advisors, LLC | 138,368 | $29.6M | 0.25% | −166,306−54.6% | Reduced |
| Crossmark Global Holdings, Inc. | 139,353 | $29.8M | 0.44% | +7,663+5.8% | Added |
| Tairen Capital Ltd | 140,039 | $29.9M | 3.24% | +140,039 | New |
| OP Asset Management Ltd | 140,224 | $30.0M | 0.31% | −45,903−24.7% | Reduced |
| Covington Investment Advisors Inc. | 141,539 | $30.2M | 4.44% | −11,065−7.3% | Reduced |
| Kames Capital plc | 141,982 | $30.3M | 0.40% | −72,711−33.9% | Reduced |
| Oregon Public Employees Retirement Fund | 142,986 | $30.6M | 0.40% | −870−0.6% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 143,120 | $30.6M | 2.03% | −23,632−14.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 143,246 | $30.6M | 0.19% | +143,246 | New |
| B. Metzler seel. Sohn & Co. AG | 143,315 | $30.6M | 0.28% | +1,496+1.1% | Added |
| Gradient Investments LLC | 143,796 | $30.7M | 0.48% | −24,314−14.5% | Reduced |
| Steel Peak Wealth Management LLC | 144,006 | $30.8M | 0.97% | −71,821−33.3% | Reduced |
| Louisiana State Employees Retirement System | 145,600 | $31.1M | 0.55% | −2,600−1.8% | Reduced |
| Kempen Capital Management N.V. | 148,761 | $31.8M | 0.28% | −49,664−25.0% | Reduced |
| Investment Management Corp of Ontario | 149,078 | $31.9M | 0.41% | +29,260+24.4% | Added |
| Profund Advisors LLC | 150,720 | $32.2M | 1.18% | −35,193−18.9% | Reduced |
| Generate Investment Management Ltd | 151,334 | $32.3M | 1.59% | +60,964+67.5% | Added |
| Woodline Partners LP | 151,677 | $32.4M | 0.12% | +15,954+11.8% | Added |
| Vident Advisory, LLC | 152,477 | $32.6M | 0.28% | +831+0.5% | Added |
| Mutual of America Capital Management LLC | 153,418 | $32.8M | 0.37% | −2,597−1.7% | Reduced |
| Renaissance Group LLC | 154,744 | $33.1M | 1.38% | −58,038−27.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 156,323 | $33.4M | 0.26% | +156,323 | New |
| Kestra Advisory Services, LLC | 156,704 | $33.5M | 0.13% | +1,454+0.9% | Added |
| Foster Victor Wealth Advisors, LLC | 123,034 | $33.5M | 1.92% | −27,397−18.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 157,030 | $33.6M | 0.27% | +151,886+2,952.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 158,556 | $33.9M | 0.11% | +37,825+31.3% | Added |