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 7 sales; 3,143 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 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 19,951 | $4.26M | 0.52% | −8,155−29.0% | Reduced |
| Westpac Banking Corp | 19,945 | $4.26M | 0.30% | −7,047−26.1% | Reduced |
| Sowell Financial Services LLC | 19,790 | $4.23M | 0.16% | +426+2.2% | Added |
| Anson Funds Management LP | 19,750 | $4.22M | 0.56% | +19,750 | New |
| Icon Wealth Advisors, LLC | 16,911 | $4.21M | 0.27% | −638−3.6% | Reduced |
| J. Stern & Co. LLP | 19,664 | $4.20M | 0.41% | −3,439,713−99.4% | Reduced |
| Coastal Bridge Advisors, LLC | 19,563 | $4.18M | 0.30% | −1,475−7.0% | Reduced |
| PFG Advisors | 19,559 | $4.18M | 0.20% | −5,190−21.0% | Reduced |
| Change Path, LLC | 19,492 | $4.16M | 0.10% | −2,480−11.3% | Reduced |
| SeaCrest Wealth Management, LLC | 19,446 | $4.15M | 0.44% | −5,378−21.7% | Reduced |
| Circle Wealth Management, LLC | 19,329 | $4.13M | 0.06% | −4,585−19.2% | Reduced |
| Matisse Capital | 19,130 | $4.09M | 1.75% | +393+2.1% | Added |
| Leelyn Smith, LLC | 18,947 | $4.05M | 0.57% | −363−1.9% | Reduced |
| Magnus Financial Group LLC | 18,947 | $4.05M | 0.33% | −3,942−17.2% | Reduced |
| Eads & Heald Wealth Management | 18,937 | $4.05M | 2.02% | −4,051−17.6% | Reduced |
| Nomura Asset Management International Inc. | 18,919 | $4.04M | 0.01% | +687+3.8% | Added |
| Invera Wealth Advisors, LLC | 18,904 | $4.04M | 2.59% | −1,100−5.5% | Reduced |
| Regions Financial Corp | 18,897 | $4.04M | 0.03% | −1,181−5.9% | Reduced |
| Tocqueville Asset Management L.P. | 18,885 | $4.03M | 0.06% | +13+0.1% | Added |
| Parkway Wealth Management Group, LLC | 15,557 | $4.03M | 0.51% | +733+4.9% | Added |
| Ronald Blue Trust, Inc. | 18,838 | $4.02M | 0.05% | +1,282+7.3% | Added |
| Frec Markets, Inc. | 18,824 | $4.02M | 0.68% | +3,618+23.8% | Added |
| Bridgeway Capital Management, LLC | 18,800 | $4.02M | 0.08% | 00.0% | Unchanged |
| Totem Point Management, LLC | 18,747 | $4.01M | 5.11% | +18,747 | New |
| Trustmark National Bank Trust Department | 18,706 | $4.00M | 0.26% | −65−0.3% | Reduced |
| Qtron Investments LLC | 18,629 | $3.98M | 0.54% | +50.0% | Added |
| LCNB Corp | 18,609 | $3.98M | 1.34% | −1,470−7.3% | Reduced |
| Integrated Advisors Network LLC | 18,538 | $3.96M | 0.21% | +5,948+47.2% | Added |
| Accurate Wealth Management, LLC | 15,031 | $3.96M | 0.48% | −492−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 18,505 | $3.95M | 0.11% | +1,985+12.0% | Added |
| Penobscot Investment Management Company, Inc. | 18,470 | $3.95M | 0.31% | +2,300+14.2% | Added |
| Grimes & Company, Inc. | 18,421 | $3.94M | 0.11% | +6,445+53.8% | Added |
| Paradigm Asset Management Co LLC | 18,300 | $3.91M | 0.92% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 18,275 | $3.91M | 0.32% | −1,387−7.1% | Reduced |
| DGS Capital Management, LLC | 18,283 | $3.91M | 0.64% | +836+4.8% | Added |
| Patton Fund Management, Inc. | 18,274 | $3.90M | 0.66% | −33,161−64.5% | Reduced |
| Davenport & Co LLC | 18,263 | $3.90M | 0.02% | −2,178−10.7% | Reduced |
| Wedbush Securities Inc | 18,192 | $3.89M | 0.11% | −552−2.9% | Reduced |
| Alternative Investment Advisors, LLC. | 18,176 | $3.88M | 1.72% | −1,513−7.7% | Reduced |
| Strengthening Families & Communities, LLC | 18,075 | $3.86M | 0.96% | +18,075 | New |
| TIAA Wealth Investment Management LLC | 18,058 | $3.86M | 0.03% | +18,058 | New |
| Legacy Wealth Asset Management, LLC | 18,015 | $3.85M | 0.94% | −1,874−9.4% | Reduced |
| Trust Co of Toledo NA | 17,975 | $3.84M | 0.36% | −1,645−8.4% | Reduced |
| Marietta Investment Partners LLC | 17,974 | $3.84M | 0.77% | +1,182+7.0% | Added |
| AMF Pensionsforsakring AB | 17,916 | $3.83M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 17,874 | $3.82M | 0.21% | −6,122−25.5% | Reduced |
| One Charles Private Wealth Services, LLC | 17,830 | $3.81M | 0.95% | −22−0.1% | Reduced |
| Encompass Wealth Advisors, LLC | 17,818 | $3.81M | 1.32% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 17,725 | $3.79M | 2.44% | −1,466−7.6% | Reduced |
| Archford Capital Strategies, LLC | 17,711 | $3.78M | 0.43% | +3,950+28.7% | Added |
| Darwin Advisors, LLC | 17,564 | $3.75M | 1.17% | −990−5.3% | Reduced |
| Fulton Bank, N.A. | 17,519 | $3.74M | 0.13% | +162+0.9% | Added |
| Evergreen Capital Management LLC | 17,468 | $3.74M | 0.08% | +686+4.1% | Added |
| Torrey Growth & Income Advisors | 17,900 | $3.73M | 1.57% | −1,000−5.3% | Reduced |
| Altman Advisors, Inc. | 17,408 | $3.72M | 1.54% | +250+1.5% | Added |
| Cloverfields Capital Group, LP | 17,407 | $3.72M | 1.20% | −3,358−16.2% | Reduced |
| Howard Hughes Medical Institute | 17,396 | $3.72M | 0.89% | +17,126+6,343.0% | Added |
| Deseret Mutual Benefit Administrators | 17,310 | $3.70M | 1.26% | +9,551+123.1% | Added |
| Concord Wealth Partners | 17,281 | $3.69M | 0.48% | +206+1.2% | Added |
| Paragon Advisors, LLC | 17,214 | $3.68M | 0.99% | +17,214 | New |
| Cache Advisors, LLC | 17,178 | $3.67M | 0.42% | +5,928+52.7% | Added |
| Kane Investment Management, Inc. | 17,149 | $3.67M | 1.89% | −19−0.1% | Reduced |
| Atomi Financial Group, Inc. | 17,153 | $3.66M | 0.11% | +1,529+9.8% | Added |
| BankPlus Trust Department | 17,143 | $3.66M | 0.98% | −3,805−18.2% | Reduced |
| Concord Asset Management, LLC | 17,131 | $3.66M | 0.62% | +243+1.4% | Added |
| Robertson Stephens Wealth Management, LLC | 17,102 | $3.66M | 0.10% | −2,227−11.5% | Reduced |
| Lighthouse Financial Services Inc | 13,281 | $3.62M | 0.82% | −445−3.2% | Reduced |
| National Asset Management, Inc. | 18,062 | $3.61M | 0.23% | −56,256−75.7% | Reduced |
| IFP Advisors, Inc | 16,858 | $3.60M | 0.07% | −157−0.9% | Reduced |
| Frank, Rimerman Advisors LLC | 16,802 | $3.59M | 0.24% | +13+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 16,739 | $3.58M | 0.09% | +3,901+30.4% | Added |
| Atlas Capital Advisors LLC | 16,730 | $3.57M | 0.41% | −3,474−17.2% | Reduced |
| 3Chopt Investment Partners, LLC | 16,701 | $3.57M | 0.82% | +302+1.8% | Added |
| Huntleigh Advisors, Inc. | 16,712 | $3.57M | 0.61% | +4,577+37.7% | Added |
| KLCM Advisors, Inc. | 16,663 | $3.56M | 0.31% | +1,646+11.0% | Added |
| Jacobi Capital Management LLC | 16,647 | $3.56M | 0.20% | −80−0.5% | Reduced |
| Twin Capital Management Inc | 16,606 | $3.55M | 0.46% | +8,407+102.5% | Added |
| Capital Investment Counsel, Inc | 16,564 | $3.54M | 0.43% | −25−0.2% | Reduced |
| Salomon & Ludwin, LLC | 16,189 | $3.54M | 0.32% | 00.0% | Unchanged |
| Monument Capital Management | 16,549 | $3.54M | 0.89% | +146+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 16,540 | $3.53M | 0.12% | −137−0.8% | Reduced |
| Sloy Dahl & Holst, LLC | 16,430 | $3.51M | 0.48% | −500−3.0% | Reduced |
| Oak Grove Capital LLC | 16,400 | $3.50M | 0.60% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 16,399 | $3.50M | 1.00% | −157−0.9% | Reduced |
| Meridian Wealth Management, LLC | 16,355 | $3.49M | 0.12% | +294+1.8% | Added |
| Beaumont Financial Advisors, LLC | 16,327 | $3.49M | 0.24% | −4,557−21.8% | Reduced |
| True North Advisors, LLC | 16,101 | $3.44M | 0.39% | −4,422−21.5% | Reduced |
| Simplex Trading, LLC | 16,078 | $3.44M | 0.11% | −19,682−55.0% | Reduced |
| Baader Bank INC | 16,530 | $3.44M | 0.34% | +9,126+123.3% | Added |
| Wealth Alliance | 16,055 | $3.43M | 0.34% | +846+5.6% | Added |
| Vestmark Advisory Solutions, Inc. | 16,009 | $3.42M | 0.04% | +3,722+30.3% | Added |
| Tradition Wealth Management, LLC | 15,998 | $3.42M | 0.24% | −902−5.3% | Reduced |
| Goelzer Investment Management, Inc. | 15,953 | $3.41M | 0.16% | −111−0.7% | Reduced |
| RFG Advisory, LLC | 15,937 | $3.41M | 0.06% | −3,747−19.0% | Reduced |
| Perpetual Ltd | 15,859 | $3.39M | 0.05% | −2,757−14.8% | Reduced |
| Donoghue Forlines LLC | 15,709 | $3.36M | 0.93% | +313+2.0% | Added |
| Formuepleje A/S | 15,640 | $3.34M | 0.30% | +15,640 | New |
| Stokes Family Office, LLC | 15,576 | $3.33M | 0.34% | −230−1.5% | Reduced |
| MBM Wealth Consultants, LLC | 15,526 | $3.32M | 0.76% | −48−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 15,499 | $3.31M | 0.46% | −538−3.4% | Reduced |