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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 350,156 | $74.8M | 0.48% | +350,156 | New |
| Public Employees Retirement Association of Colorado | 351,176 | $75.0M | 0.29% | +189,945+117.8% | Added |
| Janney Montgomery Scott LLC | 352,821 | $75.4M | 0.19% | −2,690−0.8% | Reduced |
| Fifth Third Bancorp | 353,969 | $75.6M | 0.14% | +205,354+138.2% | Added |
| NewEdge Wealth, LLC | 356,302 | $76.1M | 0.91% | −96,577−21.3% | Reduced |
| Fisher Asset Management, LLC | 359,611 | $76.8M | 0.03% | +4,264+1.2% | Added |
| State of Michigan Retirement System | 361,600 | $77.3M | 0.41% | −2,600−0.7% | Reduced |
| Cartenna Capital, LP | 365,000 | $78.0M | 3.40% | +365,000 | New |
| Xponance, Inc. | 372,353 | $79.6M | 0.57% | +10,069+2.8% | Added |
| Cetera Investment Advisers | 377,593 | $80.7M | 0.09% | −21,460−5.4% | Reduced |
| Manning & Napier Advisors LLC | 378,000 | $80.8M | 1.14% | −197,972−34.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 379,762 | $81.0M | 0.57% | +27,063+7.7% | Added |
| Vontobel Holding Ltd. | 382,193 | $81.7M | 0.28% | +116,757+44.0% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 382,500 | $81.7M | 1.38% | −42,500−10.0% | Reduced |
| Mediolanum International Funds Ltd | 411,321 | $82.2M | 0.87% | −11,657−2.8% | Reduced |
| ARS Investment Partners, LLC | 384,993 | $82.3M | 4.28% | −50,466−11.6% | Reduced |
| Flputnam Investment Management Co | 385,074 | $82.3M | 1.23% | −99,755−20.6% | Reduced |
| Ci Investments Inc. | 387,416 | $82.8M | 0.40% | −66,960−14.7% | Reduced |
| Commonwealth Equity Services, LLC | 389,021 | $83.1M | 0.12% | −60,896−13.5% | Reduced |
| US Bancorp | 389,340 | $83.2M | 0.10% | −7,350−1.9% | Reduced |
| CIBC World Markets Inc. | 394,552 | $84.3M | 0.15% | +147,085+59.4% | Added |
| Clearbridge Investments, LLC | 404,215 | $86.4M | 0.08% | −47,657−10.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 408,479 | $87.3M | 0.14% | −87,821−17.7% | Reduced |
| Virginia Retirement Systems Et Al | 409,151 | $87.4M | 0.65% | −172,654−29.7% | Reduced |
| Calamos Advisors LLC | 413,151 | $88.3M | 0.34% | +46,734+12.8% | Added |
| Capital Fund Management S.A. | 413,342 | $88.3M | 0.79% | +84,704+25.8% | Added |
| Resona Asset Management Co.,Ltd. | 418,909 | $88.5M | 0.44% | +5,286+1.3% | Added |
| Tredje AP-fonden | 414,416 | $88.5M | 0.48% | +139,747+50.9% | Added |
| State of Tennessee, Treasury Department | 420,767 | $89.9M | 0.30% | +43,902+11.6% | Added |
| Nisa Investment Advisors, LLC | 421,509 | $90.2M | 0.33% | −128,274−23.3% | Reduced |
| Zurich Insurance Group Ltd | 422,410 | $90.3M | 0.71% | −344,011−44.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 423,496 | $90.5M | 0.47% | +14,682+3.6% | Added |
| DJE Kapital AG | 440,002 | $91.8M | 2.03% | +440,002 | New |
| State of New Jersey Common Pension Fund D | 433,107 | $92.5M | 0.36% | +234+0.1% | Added |
| Nissay Asset Management Corp | 435,583 | $93.1M | 0.49% | −6,085−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 421,295 | $93.5M | 0.16% | −2,147−0.5% | Reduced |
| SEB Asset Management AB | 443,913 | $94.8M | 0.41% | +443,913 | New |
| Credit Agricole S A | 444,556 | $95.0M | 0.31% | −167,991−27.4% | Reduced |
| Boston Partners | 447,670 | $95.7M | 0.10% | −28,605−6.0% | Reduced |
| Sculptor Capital LP | 449,000 | $95.9M | 1.08% | +449,000 | New |
| State Farm Mutual Automobile Insurance Co | 455,360 | $97.3M | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 462,789 | $98.9M | 0.60% | +75,468+19.5% | Added |
| Raiffeisen Bank International AG | 496,685 | $99.3M | 1.43% | +292,012+142.7% | Added |
| CBOE Vest Financial, LLC | 472,416 | $100.9M | 1.21% | −76,226−13.9% | Reduced |
| Artemis Investment Management LLP | 474,343 | $101.3M | 1.08% | −41,785−8.1% | Reduced |
| Trybe Capital Management LP | 478,246 | $102.2M | 23.12% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 478,282 | $102.2M | 0.43% | −1,268,611−72.6% | Reduced |
| Crosslink Capital Inc | 489,009 | $104.5M | 10.23% | −83,698−14.6% | Reduced |
| Cerity Partners LLC | 491,086 | $105.0M | 0.15% | −43,852−8.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 496,643 | $106.1M | 0.70% | −500−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 505,356 | $108.0M | 0.23% | −33,090−6.1% | Reduced |
| RE Advisers Corp | 516,736 | $109.4M | 2.94% | −200,300−27.9% | Reduced |
| Anther Capital Ltd | 513,407 | $109.7M | 2.87% | +513,407 | New |
| STRS Ohio | 517,744 | $110.6M | 0.44% | +9,417+1.9% | Added |
| Glenmede Trust Co NA | 522,694 | $111.7M | 0.55% | −78,836−13.1% | Reduced |
| Pacer Advisors, Inc. | 523,320 | $111.8M | 0.32% | −168,162−24.3% | Reduced |
| Vaughan David Investments LLC | 531,867 | $113.6M | 2.40% | −45,604−7.9% | Reduced |
| Toronto Dominion Bank | 534,150 | $114.1M | 0.22% | −217,169−28.9% | Reduced |
| Achmea Investment Management B.V. | 541,955 | $115.8M | 3.06% | −149,577−21.6% | Reduced |
| Baird Financial Group, Inc. | 544,962 | $116.4M | 0.18% | −72,846−11.8% | Reduced |
| Teacher Retirement System of Texas | 547,533 | $117.0M | 0.49% | −81,175−12.9% | Reduced |
| Balyasny Asset Management LLC | 551,089 | $117.7M | 0.23% | +171,765+45.3% | Added |
| FIL Ltd | 555,528 | $118.7M | 0.09% | −939,630−62.8% | Reduced |
| Federated Hermes, Inc. | 558,533 | $119.3M | 0.19% | −41,819−7.0% | Reduced |
| NZS Capital, LLC | 573,887 | $122.6M | 4.09% | −165,786−22.4% | Reduced |
| KLP Kapitalforvaltning AS | 582,280 | $124.5M | 0.49% | −56,400−8.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 583,010 | $124.6M | 0.68% | +225,050+62.9% | Added |
| Public Employees Retirement System of Ohio | 585,125 | $125.0M | 0.40% | −17,213−2.9% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 586,101 | $125.2M | 1.88% | +11,401+2.0% | Added |
| Nomura Asset Management Co Ltd | 595,945 | $127.3M | 0.33% | +41,816+7.5% | Added |
| Associated Banc-Corp | 598,959 | $128.0M | 3.39% | −175,971−22.7% | Reduced |
| Handelsbanken Fonder AB | 600,284 | $128.3M | 0.43% | −60,357−9.1% | Reduced |
| Macquarie Group Ltd | 604,061 | $129.1M | 0.77% | −250,278−29.3% | Reduced |
| CIBC Asset Management Inc | 607,682 | $129.8M | 0.32% | +82,314+15.7% | Added |
| Voloridge Investment Management, LLC | 608,317 | $130.0M | 0.52% | +608,317 | New |
| Northwestern Mutual Wealth Management Co | 610,890 | $130.5M | 0.08% | −104,373−14.6% | Reduced |
| Maplelane Capital, LLC | 621,000 | $132.7M | 11.13% | +451,000+265.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 624,477 | $133.4M | 0.38% | −21,782−3.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 626,554 | $133.9M | 0.39% | +626,554 | New |
| Ofi Invest Asset Management | 725,662 | $134.9M | 1.78% | +576,098+385.2% | Added |
| Epoch Investment Partners, Inc. | 632,784 | $135.2M | 0.82% | −139,905−18.1% | Reduced |
| Mercer Global Advisors Inc | 637,244 | $136.2M | 0.20% | −9,931−1.5% | Reduced |
| Toroso Investments, LLC | 642,834 | $137.3M | 0.43% | −624,952−49.3% | Reduced |
| Actiam N.V. | 652,032 | $139.3M | 1.36% | −26,020−3.8% | Reduced |
| GF Fund Management Co. Ltd. | 660,133 | $141.0M | 2.36% | +393,594+147.7% | Added |
| Montrusco Bolton Investments Inc. | 685,358 | $142.2M | 2.15% | +58,539+9.3% | Added |
| Asset Management One Co.,Ltd. | 668,713 | $142.9M | 0.42% | +13,945+2.1% | Added |
| Royal London Asset Management Ltd | 673,896 | $144.0M | 0.30% | −14,489−2.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 681,980 | $145.7M | 0.69% | −377,300−35.6% | Reduced |
| Eventide Asset Management, LLC | 688,402 | $146.6M | 2.42% | +19,313+2.9% | Added |
| Stifel Financial Corp | 697,140 | $149.0M | 0.14% | −39,299−5.3% | Reduced |
| Jane Street Group, LLC | 699,544 | $149.5M | 0.16% | +605,305+642.3% | Added |
| AustralianSuper Pty Ltd | 704,267 | $150.5M | 0.78% | −1,127,344−61.5% | Reduced |
| Creative Planning | 714,502 | $152.7M | 0.10% | +42,546+6.3% | Added |
| State of Wisconsin Investment Board | 714,596 | $152.7M | 0.35% | +28,652+4.2% | Added |
| APG Asset Management N.V. | 832,592 | $154.4M | 0.49% | +95,094+12.9% | Added |
| Lazard Asset Management LLC | 729,835 | $155.9M | 0.26% | +137,373+23.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 732,364 | $156.6M | 1.06% | +720,564+6,106.5% | Added |
| Sands Capital Management, LLC | 755,222 | $161.4M | 0.63% | +755,222 | New |
| Temasek Holdings (Private) Ltd | 760,335 | $162.5M | 0.55% | +760,335 | New |