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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 764,263 | $163.3M | 0.26% | −1,714,417−69.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 774,687 | $165.7M | 1.44% | +564,153+268.0% | Added |
| Swiss Life Asset Management Ltd | 787,272 | $168.2M | 0.83% | +35,706+4.8% | Added |
| Bessemer Group Inc | 794,104 | $169.7M | 0.27% | +755,462+1,955.0% | Added |
| Guggenheim Capital LLC | 813,760 | $173.9M | 1.38% | −79,308−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 814,576 | $174.0M | 0.32% | −79,752−8.9% | Reduced |
| Trivest Advisors Ltd | 815,700 | $174.3M | 12.55% | +65,700+8.8% | Added |
| Manufacturers Life Insurance Company, The | 825,610 | $176.4M | 0.15% | −192,662−18.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 834,101 | $178.2M | 0.44% | −54,362−6.1% | Reduced |
| Erste Asset Management GmbH | 870,675 | $179.8M | 1.67% | −294,207−25.3% | Reduced |
| HM Payson & Co | 843,259 | $180.2M | 2.60% | −278,086−24.8% | Reduced |
| Squarepoint Ops LLC | 852,801 | $182.2M | 0.39% | −43,671−4.9% | Reduced |
| HRT Financial LP | 858,216 | $183.4M | 0.46% | +303,605+54.7% | Added |
| NEOS Investment Management LLC | 864,150 | $184.6M | 0.93% | +163,250+23.3% | Added |
| Candriam Luxembourg S.C.A. | 866,516 | $185.1M | 0.96% | −175,995−16.9% | Reduced |
| HighTower Advisors, LLC | 870,883 | $186.1M | 0.20% | −147,543−14.5% | Reduced |
| Qube Research & Technologies Ltd | 900,455 | $192.4M | 0.27% | +627,827+230.3% | Added |
| Captrust Financial Advisors | 902,539 | $192.8M | 0.34% | −95,577−9.6% | Reduced |
| Storebrand Asset Management AS | 903,266 | $193.0M | 0.55% | +15,666+1.8% | Added |
| Mariner, LLC | 907,874 | $193.9M | 0.23% | −13,368−1.5% | Reduced |
| Susquehanna International Group, LLP | 918,775 | $196.3M | 0.25% | +360,939+64.7% | Added |
| Panagora Asset Management Inc | 924,110 | $197.4M | 0.74% | −188,698−17.0% | Reduced |
| Treasurer of the State of North Carolina | 928,251 | $198.3M | 0.62% | +49,487+5.6% | Added |
| Bank of Nova Scotia | 939,483 | $200.7M | 0.35% | +77,800+9.0% | Added |
| D. E. Shaw & Co., Inc. | 946,616 | $202.3M | 0.16% | +289,944+44.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 956,993 | $203.3M | 0.28% | +26,944+2.9% | Added |
| Close Asset Management Ltd | 955,076 | $204.0M | 5.53% | −239,084−20.0% | Reduced |
| Whale Rock Capital Management LLC | 957,877 | $204.7M | 2.64% | +957,877 | New |
| CIBC Bancorp USA Inc. | 959,217 | $204.9M | 0.28% | +959,217 | New |
| Natixis Advisors, L.P. | 971,451 | $207.6M | 0.29% | +232,770+31.5% | Added |
| PFA Pension, Forsikringsaktieselskab | 982,050 | $209.8M | 0.63% | −11,905−1.2% | Reduced |
| Railway Pension Investments Ltd | 982,200 | $209.9M | 2.99% | −59,300−5.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,075,725 | $218.6M | 0.48% | −846,202−44.0% | Reduced |
| Korea Investment CORP | 1,023,231 | $218.6M | 0.45% | −38,152−3.6% | Reduced |
| Standard Life Aberdeen plc | 1,033,466 | $220.8M | 0.36% | +31,248+3.1% | Added |
| Polen Capital Management LLC | 1,054,495 | $225.3M | 1.56% | +1,054,495 | New |
| Danske Bank A/S | 1,055,836 | $225.6M | 0.54% | −138,873−11.6% | Reduced |
| Quantinno Capital Management LP | 1,063,637 | $227.3M | 0.38% | +106,077+11.1% | Added |
| Eurizon Capital SGR S.p.A. | 1,082,000 | $228.6M | 0.71% | −218,500−16.8% | Reduced |
| Heard Capital LLC | 1,070,880 | $228.8M | 11.83% | −221,775−17.2% | Reduced |
| New York State Teachers Retirement System | 1,072,151 | $229.1M | 0.47% | −2,291−0.2% | Reduced |
| SG Americas Securities, LLC | 1,086,364 | $232.1M | 0.26% | +476,388+78.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,088,123 | $232.5M | 0.54% | +281,074+34.8% | Added |
| CI Private Wealth, LLC | 1,105,897 | $234.2M | 0.34% | −132,133−10.7% | Reduced |
| Worldquant Millennium Advisors LLC | 1,096,593 | $234.3M | 0.90% | +534,332+95.0% | Added |
| Value Aligned Research Advisors, LLC | 1,100,556 | $235.1M | 2.79% | +393,523+55.7% | Added |
| State Board of Administration of Florida Retirement System | 1,106,725 | $236.5M | 0.44% | −33,358−2.9% | Reduced |
| Los Angeles Capital Management LLC | 1,113,680 | $237.9M | 0.94% | −32,505−2.8% | Reduced |
| SEI Investments Co | 1,114,239 | $238.1M | 0.22% | −39,198−3.4% | Reduced |
| Citadel Advisors LLC | 1,114,732 | $238.2M | 0.17% | −3,126,734−73.7% | Reduced |
| Aviva PLC | 1,116,324 | $238.5M | 0.40% | +31,968+2.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,158,120 | $247.4M | 0.38% | −133,500−10.3% | Reduced |
| Daiwa Securities Group Inc. | 1,165,720 | $249.1M | 0.72% | +808,626+226.4% | Added |
| Man Group plc | 1,187,713 | $253.8M | 0.53% | −219,598−15.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,260,406 | $269.3M | 0.77% | −110,600−8.1% | Reduced |
| Blue Whale Capital LLP | 1,290,589 | $275.7M | 13.11% | −133,041−9.3% | Reduced |
| Thrivent Financial for Lutherans | 1,383,950 | $295.7M | 0.56% | +1,075,016+348.0% | Added |
| New York State Common Retirement Fund | 1,420,886 | $303.6M | 0.42% | −11,700−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,429,231 | $305.4M | 0.53% | −69,838−4.7% | Reduced |
| Neuberger Berman Group LLC | 1,463,046 | $312.6M | 0.24% | −207,354−12.4% | Reduced |
| LPL Financial LLC | 1,482,642 | $316.8M | 0.08% | +81,496+5.8% | Added |
| Two Sigma Investments, LP | 1,502,227 | $321.0M | 0.27% | +244,770+19.5% | Added |
| Victory Capital Management Inc | 1,518,911 | $324.5M | 0.21% | −266,247−14.9% | Reduced |
| Lord, Abbett & Co. LLC | 1,551,029 | $331.4M | 1.08% | −165,769−9.7% | Reduced |
| KBC Group NV | 1,560,414 | $333.4M | 0.84% | +585,730+60.1% | Added |
| Bridgewater Associates, LP | 1,571,229 | $335.7M | 1.50% | −1,470,432−48.3% | Reduced |
| Schroder Investment Management Group | 1,582,367 | $338.1M | 0.28% | −106,627−6.3% | Reduced |
| Millennium Management LLC | 1,588,727 | $339.4M | 0.25% | +479,718+43.3% | Added |
| Mackenzie Financial Corp | 1,617,352 | $345.6M | 0.41% | −199,458−11.0% | Reduced |
| Raymond James Financial Inc | 1,669,226 | $352.8M | 0.11% | −126,561−7.0% | Reduced |
| Truist Financial Corp | 1,712,540 | $365.9M | 0.49% | −79,436−4.4% | Reduced |
| Prudential Financial Inc | 1,720,831 | $367.7M | 0.45% | −38,766−2.2% | Reduced |
| Rafferty Asset Management, LLC | 1,785,457 | $381.5M | 1.55% | −869,082−32.7% | Reduced |
| Principal Financial Group Inc | 1,839,740 | $393.1M | 0.21% | −131,030−6.6% | Reduced |
| Polar Capital Holdings Plc | 1,913,491 | $408.8M | 1.79% | −960,457−33.4% | Reduced |
| California State Teachers Retirement System | 1,922,942 | $410.9M | 0.43% | −54,391−2.8% | Reduced |
| ProShare Advisors LLC | 1,961,746 | $419.1M | 0.62% | −493,659−20.1% | Reduced |
| Bank of Montreal | 2,021,976 | $432.0M | 0.18% | +354,890+21.3% | Added |
| Robeco Institutional Asset Management B.V. | 2,060,775 | $440.3M | 0.63% | −101,200−4.7% | Reduced |
| Assenagon Asset Management S.A. | 2,116,233 | $452.2M | 0.72% | +2,015,188+1,994.3% | Added |
| Russell Investments Group, Ltd. | 2,144,089 | $452.3M | 0.49% | +171,478+8.7% | Added |
| Van Eck Associates Corp | 2,166,541 | $462.9M | 0.35% | −553,051−20.3% | Reduced |
| Vanguard Asset Management, Ltd | 2,182,915 | $466.4M | 0.40% | +2,182,915 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,211,855 | $466.4M | 1.41% | +577,350+35.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,243,923 | $479.4M | 0.44% | +236,356+11.8% | Added |
| Oaktop Capital Management II, L.P. | 2,249,394 | $480.6M | 35.86% | −141,390−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,266,862 | $484.3M | 0.32% | −1,274,040−36.0% | Reduced |
| Rhumbline Advisers | 2,297,150 | $490.8M | 0.42% | −60,715−2.6% | Reduced |
| Alliancebernstein L.P. | 2,966,378 | $507.8M | 0.16% | −236,326−7.4% | Reduced |
| National Bank of Canada | 2,474,441 | $528.7M | 0.54% | +298,333+13.7% | Added |
| Colony Group, LLC | 2,525,689 | $542.5M | 0.60% | +478,865+23.4% | Added |
| Capital Research Global Investors | 2,604,483 | $556.4M | 0.09% | −37,946−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,639,909 | $564.0M | 0.33% | −149,814−5.4% | Reduced |
| Vanguard Global Advisers, LLC | 2,740,832 | $585.6M | 0.31% | +2,740,832 | New |
| Canada Pension Plan Investment Board | 2,847,498 | $608.4M | 0.39% | +40,957+1.5% | Added |
| Envestnet Asset Management Inc | 2,859,751 | $611.0M | 0.16% | −437,889−13.3% | Reduced |
| Pictet Asset Management Holding SA | 2,905,362 | $620.5M | 0.65% | −1,270,286−30.4% | Reduced |
| Allianz Asset Management GmbH | 2,957,819 | $632.0M | 0.73% | −780,001−20.9% | Reduced |
| Acadian Asset Management LLC | 2,991,882 | $639.2M | 0.91% | +874,183+41.3% | Added |
| Royal Bank of Canada | 3,046,507 | $650.9M | 0.12% | −900,802−22.8% | Reduced |