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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 3,056,874 | $653.1M | 0.53% | +1,486,427+94.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,099,313 | $662.2M | 0.43% | −144,573−4.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,167,860 | $676.8M | 0.45% | +173,621+5.8% | Added |
| American Century Companies Inc | 3,282,745 | $701.4M | 0.36% | +737,546+29.0% | Added |
| National Pension Service | 3,364,610 | $718.9M | 0.55% | +52,415+1.6% | Added |
| Jennison Associates LLC | 3,373,306 | $720.7M | 0.50% | +2,523,351+296.9% | Added |
| HSBC Holdings PLC | 3,391,189 | $722.9M | 0.43% | −167,216−4.7% | Reduced |
| AQR Capital Management LLC | 3,452,063 | $724.3M | 0.33% | −257,621−6.9% | Reduced |
| Massachusetts Financial Services Co | 3,309,521 | $725.9M | 0.24% | −870,349−20.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,444,139 | $735.6M | 0.85% | +205,503+6.3% | Added |
| Swedbank AB | 3,588,587 | $766.7M | 0.81% | −395,371−9.9% | Reduced |
| Citigroup Inc | 3,608,466 | $771.0M | 0.49% | +552,128+18.1% | Added |
| Swiss National Bank | 3,686,200 | $787.6M | 0.45% | +230,600+6.7% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,900,439 | $833.4M | 3.65% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 3,900,456 | $833.4M | 3.77% | −2,520,000−39.2% | Reduced |
| Voya Investment Management LLC | 3,982,286 | $849.9M | 0.88% | −1,413,009−26.2% | Reduced |
| First Trust Advisors LP | 4,225,554 | $902.8M | 0.65% | −1,374,244−24.5% | Reduced |
| Deutsche Bank AG | 4,499,280 | $961.3M | 0.32% | −263,101−5.5% | Reduced |
| Artisan Partners Limited Partnership | 5,029,666 | $1.07B | 1.75% | −2,921,363−36.7% | Reduced |
| Wells Fargo & Company | 5,141,784 | $1.10B | 0.22% | −197,904−3.7% | Reduced |
| Barclays PLC | 5,665,732 | $1.21B | 0.43% | −1,312,219−18.8% | Reduced |
| California Public Employees Retirement System | 5,870,899 | $1.25B | 0.77% | +1,972,277+50.6% | Added |
| Nordea Investment Management AB | 6,189,689 | $1.27B | 1.19% | −1,213,754−16.4% | Reduced |
| Dimensional Fund Advisors LP | 6,312,616 | $1.35B | 0.28% | +153,336+2.5% | Added |
| UBS Group AG | 6,526,433 | $1.39B | 0.25% | −1,254,621−16.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,904,206 | $1.48B | 3.77% | −2,439,874−26.1% | Reduced |
| Vanguard Fiduciary Trust Co | 7,207,173 | $1.54B | 0.39% | +7,207,173 | New |
| Charles Schwab Investment Management Inc | 7,767,896 | $1.66B | 0.25% | +40,411+0.5% | Added |
| Bank of New York Mellon Corp | 8,932,438 | $1.91B | 0.35% | −307,557−3.3% | Reduced |
| Janus Henderson Group PLC | 9,265,026 | $1.98B | 0.94% | +181,087+2.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 10,043,505 | $2.15B | 7.39% | +237,940+2.4% | Added |
| Amundi | 10,147,479 | $2.17B | 0.59% | +1,942,862+23.7% | Added |
| Goldman Sachs Group Inc | 10,477,727 | $2.24B | 0.29% | −4,363,031−29.4% | Reduced |
| Bank of America Corp | 10,659,658 | $2.28B | 0.17% | −596,743−5.3% | Reduced |
| Nuveen, LLC | 11,006,627 | $2.35B | 0.64% | +617,704+5.9% | Added |
| Legal & General Group Plc | 11,050,912 | $2.36B | 0.55% | +189,537+1.7% | Added |
| Franklin Resources Inc | 11,793,519 | $2.52B | 0.62% | +1,682,959+16.6% | Added |
| Arrowstreet Capital, Limited Partnership | 13,179,818 | $2.82B | 1.52% | −169,652−1.3% | Reduced |
| Price T Rowe Associates Inc | 13,239,357 | $2.83B | 0.33% | −455,853−3.3% | Reduced |
| UBS Asset Management Americas Inc | 13,424,016 | $2.87B | 0.60% | +691,629+5.4% | Added |
| Northern Trust Corp | 14,189,351 | $3.03B | 0.40% | −247,129−1.7% | Reduced |
| Morgan Stanley | 18,971,122 | $4.05B | 0.24% | −914,885−4.6% | Reduced |
| Ameriprise Financial Inc | 20,788,130 | $4.44B | 1.03% | −2,462,212−10.6% | Reduced |
| JPMorgan Chase & Co | 32,712,933 | $6.54B | 0.44% | +9,204,337+39.2% | Added |
| FMR LLC | 33,574,842 | $7.17B | 0.38% | +6,893,278+25.8% | Added |
| Geode Capital Management, LLC | 35,175,926 | $7.50B | 0.47% | +1,428,558+4.2% | Added |
| Vanguard Portfolio Management LLC | 37,060,963 | $7.92B | 0.41% | +37,060,963 | New |
| Invesco Ltd. | 50,464,319 | $10.8B | 1.05% | −575,370−1.1% | Reduced |
| State Street Corp | 59,158,300 | $12.7B | 0.44% | −527,784−0.9% | Reduced |
| Vanguard Capital Management LLC | 81,155,744 | $17.3B | 0.43% | +81,155,744 | New |
| BlackRock, Inc. | 132,852,320 | $28.4B | 0.50% | −1,407,391−1.0% | Reduced |
| Cincinnati Insurance Co | 0 | $0 | 0.00% | −2,492,110−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,682,400−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −736,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −633,084−100.0% | Sold out |
| Triple Frond Partners LLC | 0 | $0 | 0.00% | −295,377−100.0% | Sold out |
| Cincinnati Financial Corp | 0 | $0 | 0.00% | −277,240−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −190,615−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Robinhood Asset Management, LLC | 0 | $0 | 0.00% | −77,400−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −60,051−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −50,118−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −41,869−100.0% | Sold out |
| E20 Capital Ltd | 0 | $0 | 0.00% | −30,282−100.0% | Sold out |
| Genesis Financial Group, LLC | 0 | $0 | 0.00% | −28,363−100.0% | Sold out |
| Cincinnati Specialty Underwriters Insurance CO | 0 | $0 | 0.00% | −27,830−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −26,211−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −25,341−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −23,054−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −21,507−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −17,532−100.0% | Sold out |
| Sherman Porfolios, LLC | 0 | $0 | 0.00% | −15,467−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −15,406−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −23,677−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −10,914−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,746−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,305−100.0% | Sold out |
| Park Capital Management, LLC | 0 | $0 | 0.00% | −8,243−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,219−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −7,967−100.0% | Sold out |
| ZEGA Investments, LLC | 0 | $0 | 0.00% | −7,509−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −6,834−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −6,369−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −5,913−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Red Reef Advisors LLC | 0 | $0 | 0.00% | −4,192−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −3,996−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |