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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 158,809 | $33.9M | 0.12% | −605−0.4% | Reduced |
| Harbor Island Capital LLC | 159,785 | $34.1M | 12.68% | −41,178−20.5% | Reduced |
| Baker Avenue Asset Management, LP | 160,754 | $34.3M | 0.78% | −16,221−9.2% | Reduced |
| Braun Stacey Associates Inc | 160,780 | $34.4M | 1.14% | −2,567−1.6% | Reduced |
| Heron Bay Capital Management | 162,121 | $34.6M | 3.19% | +80,609+98.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 164,243 | $35.1M | 4.98% | −450.0% | Reduced |
| Advisory Services Network, LLC | 165,125 | $35.3M | 0.47% | −1,179−0.7% | Reduced |
| Fiera Capital Corp | 165,211 | $35.3M | 0.12% | −140,429−45.9% | Reduced |
| Junto Capital Management LP | 166,072 | $35.5M | 0.75% | +166,072 | New |
| Vinva Investment Management Ltd | 182,047 | $36.4M | 0.45% | +182,047 | New |
| Cambridge Investment Research Advisors, Inc. | 170,513 | $36.4M | 0.09% | +2,168+1.3% | Added |
| Ethic Inc. | 171,923 | $36.7M | 0.58% | −11,613−6.3% | Reduced |
| Clear Street Group Inc. | 171,634 | $36.9M | 0.21% | +100,775+142.2% | Added |
| British Columbia Investment Management Corp | 173,110 | $37.0M | 0.22% | −50,657−22.6% | Reduced |
| Dana Investment Advisors, Inc. | 173,368 | $37.0M | 1.10% | −36,689−17.5% | Reduced |
| Ardmore Road Asset Management LP | 175,000 | $37.4M | 2.46% | +175,000 | New |
| Hamilton Capital Partners Inc. | 175,415 | $37.5M | 1.26% | +175,415 | New |
| Whittier Trust Co | 170,604 | $37.6M | 0.42% | +114,183+202.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 177,370 | $37.9M | 0.31% | +8,851+5.3% | Added |
| Nomura Holdings Inc | 177,674 | $38.0M | 0.32% | −130,148−42.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 177,832 | $38.0M | 1.82% | −74,846−29.6% | Reduced |
| Andra AP-fonden | 178,739 | $38.2M | 0.48% | −284,061−61.4% | Reduced |
| AIA Group Ltd | 181,890 | $38.9M | 0.56% | −79,982−30.5% | Reduced |
| Natixis | 183,670 | $39.2M | 0.16% | +170,173+1,260.8% | Added |
| Harvest Fund Management Co., Ltd | 184,149 | $39.3M | 1.67% | +27,698+17.7% | Added |
| McGuire Investment Group, LLC | 186,014 | $39.7M | 4.49% | −68,066−26.8% | Reduced |
| Wealthfront Advisers LLC | 186,183 | $39.8M | 0.09% | +34,811+23.0% | Added |
| Tudor Investment Corp Et Al | 188,579 | $40.3M | 0.22% | +188,579 | New |
| Quadrature Capital Ltd | 191,901 | $41.0M | 0.49% | +191,901 | New |
| Police & Firemen's Retirement System of New Jersey | 193,122 | $41.3M | 0.35% | +869+0.5% | Added |
| Groupe la Francaise | 194,794 | $41.6M | 0.58% | +133,024+215.4% | Added |
| Coldstream Capital Management Inc | 197,856 | $42.3M | 0.52% | −21,640−9.9% | Reduced |
| New York Life Investment Management LLC | 200,246 | $42.8M | 0.36% | +13,345+7.1% | Added |
| Adams Diversified Equity Fund, Inc. | 201,700 | $43.1M | 1.52% | −70,000−25.8% | Reduced |
| Utah Retirement Systems | 204,137 | $43.6M | 0.45% | −5,899−2.8% | Reduced |
| Guinness Asset Management LTD | 209,699 | $44.1M | 0.76% | −138,416−39.8% | Reduced |
| UniSuper Management Pty Ltd | 209,727 | $44.8M | 0.29% | −14,256−6.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 210,149 | $44.9M | 1.04% | −69,757−24.9% | Reduced |
| Rockefeller Capital Management L.P. | 217,736 | $46.5M | 0.08% | −12,871−5.6% | Reduced |
| CWM, LLC | 221,596 | $47.3M | 0.12% | +90,604+69.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 221,434 | $47.4M | 0.94% | −83,100−27.3% | Reduced |
| Public Sector Pension Investment Board | 222,676 | $47.6M | 0.15% | +37,426+20.2% | Added |
| USS Investment Management Ltd | 223,245 | $47.7M | 0.20% | +4,293+2.0% | Added |
| JustInvest LLC | 223,638 | $47.8M | 0.47% | +8,089+3.8% | Added |
| Atalanta Sosnoff Capital, LLC | 224,258 | $47.9M | 1.03% | −210,854−48.5% | Reduced |
| Jupiter Asset Management Ltd | 224,931 | $48.1M | 0.26% | −173,937−43.6% | Reduced |
| Four Tree Island Advisory LLC | 228,300 | $48.8M | 24.62% | −770−0.3% | Reduced |
| Zacks Investment Management | 232,262 | $49.6M | 0.40% | +2,854+1.2% | Added |
| Burney Co | 234,899 | $50.2M | 1.57% | −91,600−28.1% | Reduced |
| Huntington National Bank | 239,834 | $51.2M | 0.28% | +22,976+10.6% | Added |
| Varma Mutual Pension Insurance Co | 241,730 | $51.6M | 0.30% | +10,000+4.3% | Added |
| AE Wealth Management LLC | 245,663 | $52.5M | 0.28% | +45,957+23.0% | Added |
| Advisor Group Holdings, Inc. | 248,166 | $53.0M | 0.08% | −42,438−14.6% | Reduced |
| Neville Rodie & Shaw Inc | 250,159 | $53.4M | 3.88% | −9,813−3.8% | Reduced |
| Nicholas Company, Inc. | 251,582 | $53.8M | 1.05% | −69,510−21.6% | Reduced |
| Defiance ETFs, LLC | 255,360 | $54.6M | 0.78% | +17,993+7.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 256,734 | $54.9M | 0.53% | +8,978+3.6% | Added |
| Rokos Capital Management LLP | 259,921 | $55.5M | 0.99% | +181,440+231.2% | Added |
| QRG Capital Management, Inc. | 261,516 | $55.9M | 0.58% | +6,525+2.6% | Added |
| Parnassus Investments | 262,163 | $56.0M | 0.16% | −383,763−59.4% | Reduced |
| Wedge Capital Management L L P | 262,308 | $56.0M | 1.03% | −143,735−35.4% | Reduced |
| Pathstone Holdings, LLC | 262,360 | $56.1M | 0.22% | +6,158+2.4% | Added |
| IFM Investors Pty Ltd | 262,773 | $56.1M | 0.47% | +7,994+3.1% | Added |
| Wealth Architects, LLC | 263,242 | $56.2M | 5.01% | −300.0% | Reduced |
| Seven Grand Managers, LLC | 264,000 | $56.4M | 3.77% | +264,000 | New |
| Shelton Capital Management | 264,254 | $56.5M | 1.24% | −234,704−47.0% | Reduced |
| Retirement Systems of Alabama | 265,187 | $56.7M | 0.19% | −2,013−0.8% | Reduced |
| Banco Santander, S.A. | 265,218 | $56.7M | 0.46% | −34,417−11.5% | Reduced |
| DnB Asset Management AS | 265,397 | $56.7M | 0.20% | −768,387−74.3% | Reduced |
| iA Global Asset Management Inc. | 266,175 | $56.9M | 0.81% | +43,615+19.6% | Added |
| Lido Advisors, LLC | 268,197 | $57.4M | 0.23% | −98,479−26.9% | Reduced |
| Rakuten Investment Management, Inc. | 288,176 | $57.6M | 0.12% | +22,648+8.5% | Added |
| Williams Jones Wealth Management, LLC. | 274,069 | $58.6M | 0.72% | −6,871−2.4% | Reduced |
| Amalgamated Bank | 277,179 | $59.2M | 0.45% | −4,444−1.6% | Reduced |
| Crestwood Advisors Group LLC | 277,765 | $59.3M | 1.00% | −19,914−6.7% | Reduced |
| Empire Life Investments Inc. | 268,986 | $59.7M | 3.63% | −50,906−15.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 280,695 | $60.0M | 0.91% | +280,695 | New |
| Nippon Life Global Investors Americas, Inc. | 281,580 | $60.2M | 2.72% | +62,110+28.3% | Added |
| Penserra Capital Management LLC | 282,350 | $60.3M | 0.71% | +8,200+3.0% | Added |
| Moneta Group Investment Advisors LLC | 282,997 | $60.5M | 0.46% | −14,358−4.8% | Reduced |
| Jones Financial Companies LLLP | 286,164 | $60.5M | 0.03% | +190,406+198.8% | Added |
| Pinnacle Associates Ltd | 287,487 | $61.4M | 0.79% | −91,338−24.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 290,892 | $62.2M | 0.32% | −1,268−0.4% | Reduced |
| M&G Plc | 297,231 | $63.6M | 0.33% | −851,214−74.1% | Reduced |
| Gotham Asset Management, LLC | 297,729 | $63.6M | 0.19% | +2,319+0.8% | Added |
| Discovery Capital Management, LLC | 298,016 | $63.7M | 3.31% | +146,116+96.2% | Added |
| Scotia Capital Inc. | 300,456 | $64.2M | 0.26% | +250,202+497.9% | Added |
| Federation des caisses Desjardins du Quebec | 302,475 | $64.6M | 0.23% | +91,144+43.1% | Added |
| Pinebridge Investments LLC | 309,605 | $66.2M | 0.56% | −103,382−25.0% | Reduced |
| Wellington Management Group LLP | 310,757 | $66.4M | 0.01% | −105,848−25.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 313,563 | $67.0M | 0.34% | +87,988+39.0% | Added |
| Ieq Capital, LLC | 318,279 | $68.0M | 0.32% | +10,621+3.5% | Added |
| Assetmark, Inc | 331,611 | $70.9M | 0.14% | +196,979+146.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 331,638 | $70.9M | 1.34% | −674,289−67.0% | Reduced |
| TD Waterhouse Canada Inc. | 323,161 | $71.6M | 0.21% | +254,826+372.9% | Added |
| Castleark Management LLC | 336,740 | $71.9M | 2.38% | −36,136−9.7% | Reduced |
| Czech National Bank | 340,097 | $72.7M | 0.48% | +8,900+2.7% | Added |
| Arizona State Retirement System | 344,131 | $73.5M | 0.43% | −13,432−3.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 346,061 | $74.0M | 0.45% | −202,939−37.0% | Reduced |
| MetLife Investment Management | 348,574 | $74.5M | 0.38% | −13,063−3.6% | Reduced |