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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 15,475 | $3.31M | 1.84% | +475+3.2% | Added |
| Snowden Capital Advisors LLC | 15,432 | $3.30M | 0.09% | +450+3.0% | Added |
| PCM Encore, LLC | 15,451 | $3.30M | 0.68% | +394+2.6% | Added |
| Middleton & Co Inc | 15,431 | $3.30M | 0.38% | −725−4.5% | Reduced |
| Fidelis Capital Partners, LLC | 15,270 | $3.26M | 0.23% | +490+3.3% | Added |
| Precision Wealth Strategies, LLC | 15,082 | $3.22M | 1.07% | +15,082 | New |
| Equitable Holdings, Inc. | 18,701 | $3.21M | 0.02% | −95−0.5% | Reduced |
| Smithfield Trust Co | 14,990 | $3.21M | 0.14% | −900−5.7% | Reduced |
| Cohen Klingenstein LLC | 15,000 | $3.20M | 0.10% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 14,958 | $3.20M | 0.11% | +14,958 | New |
| Capstone Wealth Management Group LLC | 14,907 | $3.18M | 1.96% | −1,316−8.1% | Reduced |
| Trust Co of Oklahoma | 14,887 | $3.18M | 0.93% | −540−3.5% | Reduced |
| Sagespring Wealth Partners, LLC | 14,885 | $3.18M | 0.06% | +1,099+8.0% | Added |
| Howard Capital Management Inc. | 14,857 | $3.17M | 0.05% | −20,556−58.0% | Reduced |
| Gold Investment Management Ltd. | 14,736 | $3.15M | 0.98% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 14,690 | $3.14M | 0.22% | +800+5.8% | Added |
| Dara Capital US, Inc. | 14,623 | $3.12M | 2.96% | +560+4.0% | Added |
| Cypress Capital, LLC | 14,617 | $3.12M | 0.89% | −279−1.9% | Reduced |
| Prudent Man Advisors, LLC | 14,598 | $3.12M | 0.93% | +3,485+31.4% | Added |
| Winslow Capital Management, LLC | 14,589 | $3.12M | 0.01% | −7,381−33.6% | Reduced |
| Mattson Financial Services, LLC | 14,519 | $3.10M | 0.74% | −2,462−14.5% | Reduced |
| Abc Arbitrage SA | 14,469 | $3.09M | 0.41% | +14,469 | New |
| KRS Capital Management, LLC | 14,441 | $3.09M | 1.89% | −34−0.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 11,613 | $3.08M | 0.98% | +196+1.7% | Added |
| National Wealth Management Group, LLC | 14,402 | $3.08M | 1.15% | −143−1.0% | Reduced |
| WCG Wealth Advisors LLC | 14,332 | $3.06M | 0.09% | −12,662−46.9% | Reduced |
| Trust Asset Management LLC | 14,328 | $3.06M | 0.22% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 14,184 | $3.03M | 2.86% | −448−3.1% | Reduced |
| Americana Partners, LLC | 14,160 | $3.03M | 0.08% | +5,969+72.9% | Added |
| Northwest & Ethical Investments L.P. | 14,047 | $3.02M | 0.07% | −6,614−32.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,150 | $3.02M | 0.10% | −670−4.5% | Reduced |
| Goldstream Capital Management Ltd | 14,145 | $3.02M | 4.50% | −3,763−21.0% | Reduced |
| Fulcrum Asset Management LLP | 15,104 | $3.02M | 0.46% | +8,108+115.9% | Added |
| Milestone Asset Management, LLC | 14,104 | $3.01M | 0.56% | −1,942−12.1% | Reduced |
| Optimize Financial Inc | 14,058 | $3.00M | 1.48% | +14,058 | New |
| Wealthspire Advisors, LLC | 14,036 | $3.00M | 0.02% | −5,115−26.7% | Reduced |
| Y.D. More Investments Ltd | 14,023 | $3.00M | 0.12% | 00.0% | Unchanged |
| Capula Management Ltd | 13,964 | $2.98M | 0.03% | +13,964 | New |
| Accent Capital Management, LLC | 13,907 | $2.97M | 1.44% | −126−0.9% | Reduced |
| Guyasuta Investment Advisors Inc | 13,790 | $2.95M | 0.17% | −972−6.6% | Reduced |
| RMB Capital Management, LLC | 13,609 | $2.91M | 0.05% | +439+3.3% | Added |
| TCG Advisory Services, LLC | 13,588 | $2.90M | 0.07% | +218+1.6% | Added |
| Arista Wealth Management, LLC | 13,580 | $2.90M | 0.35% | −2,814−17.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 13,565 | $2.90M | 2.44% | −2,905−17.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,541 | $2.89M | 0.88% | −97−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 13,538 | $2.89M | 0.09% | −3,100−18.6% | Reduced |
| KPP Advisory Services LLC | 13,520 | $2.89M | 0.42% | −1,689−11.1% | Reduced |
| Destination Wealth Management | 13,511 | $2.89M | 0.07% | +9,936+277.9% | Added |
| McDaniel Terry & Co | 13,500 | $2.88M | 0.25% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 13,412 | $2.87M | 0.41% | +1,214+10.0% | Added |
| GeoWealth Management, LLC | 13,393 | $2.86M | 0.10% | +4,569+51.8% | Added |
| Resources Investment Advisors, LLC. | 13,375 | $2.86M | 0.03% | −1,874−12.3% | Reduced |
| Florida Financial Advisors, LLC | 13,331 | $2.85M | 0.68% | +1,955+17.2% | Added |
| Alta Wealth Advisors LLC | 13,313 | $2.84M | 0.92% | +150+1.1% | Added |
| Oakworth Capital, Inc. | 13,310 | $2.84M | 0.15% | 00.0% | Unchanged |
| Sig Brokerage, LP | 13,303 | $2.84M | 0.80% | −4,701−26.1% | Reduced |
| Fort Point Capital Partners LLC | 13,272 | $2.84M | 0.38% | −103−0.8% | Reduced |
| Quantitative Investment Management, LLC | 13,241 | $2.83M | 0.29% | +13,241 | New |
| Perennial Advisors, LLC | 13,230 | $2.83M | 0.48% | −2,305−14.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 13,212 | $2.82M | 0.07% | −1,239,465−98.9% | Reduced |
| Sovran Advisors, LLC | 10,944 | $2.82M | 0.22% | +2,139+24.3% | Added |
| Regal Investment Advisors LLC | 13,192 | $2.82M | 0.16% | +545+4.3% | Added |
| Cornerstone Planning, LLC | 13,167 | $2.82M | 0.64% | +13,167 | New |
| Arete Wealth Advisors, LLC | 13,174 | $2.81M | 0.21% | −10,316−43.9% | Reduced |
| Nicolet Bankshares Inc | 12,920 | $2.80M | 0.10% | +3,655+39.4% | Added |
| Verdence Capital Advisors LLC | 13,003 | $2.78M | 0.16% | +1,591+13.9% | Added |
| LOM Asset Management Ltd | 12,943 | $2.77M | 0.79% | +816+6.7% | Added |
| Hilltop Holdings Inc. | 12,896 | $2.76M | 0.25% | −14,089−52.2% | Reduced |
| VMS Asset Management Limited | 12,880 | $2.75M | 1.68% | +12,880 | New |
| Myriad Asset Management Advisors LLC | 12,832 | $2.75M | 0.81% | +72+0.6% | Added |
| KCM Investment Advisors LLC | 12,723 | $2.72M | 0.09% | +859+7.2% | Added |
| Knights of Columbus Asset Advisors LLC | 12,663 | $2.71M | 0.15% | +1,183+10.3% | Added |
| Security National Bank of Sioux City Iowa | 12,594 | $2.69M | 1.59% | −1,387−9.9% | Reduced |
| Reflection Asset Management | 12,541 | $2.68M | 1.64% | −1,761−12.3% | Reduced |
| Cumberland Partners Ltd | 12,500 | $2.67M | 0.20% | +12,500 | New |
| Peregrine Asset Advisers, Inc. | 12,470 | $2.66M | 0.72% | +12,470 | New |
| Geneva Partners, LLC | 12,398 | $2.65M | 1.27% | +12,398 | New |
| Werba Rubin Papier Wealth Management | 12,389 | $2.65M | 0.37% | +10,698+632.6% | Added |
| Parisi Gray Wealth Management | 12,336 | $2.64M | 0.63% | +3,428+38.5% | Added |
| PDT Partners, LLC | 12,300 | $2.63M | 0.16% | +12,300 | New |
| WD Rutherford LLC | 12,281 | $2.62M | 1.17% | +2,218+22.0% | Added |
| Shelton Wealth Management, LLC | 12,248 | $2.62M | 1.15% | −6,180−33.5% | Reduced |
| 111 Capital | 12,147 | $2.60M | 0.64% | +3,262+36.7% | Added |
| Sumitomo Life Insurance Co | 12,128 | $2.59M | 0.06% | +7,119+142.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,120 | $2.59M | 0.52% | −1,290−9.6% | Reduced |
| Global Financial Private Client, LLC | 12,107 | $2.59M | 0.85% | +1,070+9.7% | Added |
| Tounjian Advisory Partners, LLC | 12,100 | $2.59M | 0.93% | −748−5.8% | Reduced |
| Choate Investment Advisors | 12,088 | $2.58M | 0.05% | −959−7.4% | Reduced |
| Joel Isaacson & Co., LLC | 12,071 | $2.58M | 0.09% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,070 | $2.58M | 0.15% | +697+6.1% | Added |
| Private Trust Co NA | 12,051 | $2.57M | 0.23% | +500+4.3% | Added |
| Henson-Edgewater Management, LLC | 12,049 | $2.57M | 1.64% | −220−1.8% | Reduced |
| Boxwood Ventures, Inc. | 11,990 | $2.56M | 2.72% | 00.0% | Unchanged |
| American State Bank (Iowa) | 12,000 | $2.56M | 1.23% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,993 | $2.56M | 0.13% | +4,790+66.5% | Added |
| Cigna Investments Inc | 11,961 | $2.56M | 0.40% | −195−1.6% | Reduced |
| Savvy Advisors, Inc. | 11,945 | $2.55M | 0.07% | +2,826+31.0% | Added |
| Brendel Financial Advisors LLC | 11,907 | $2.54M | 1.26% | +11,907 | New |
| Capital Performance Advisors LLP | 11,860 | $2.53M | 0.17% | +301+2.6% | Added |
| Bannerstone Capital Management, LLC | 11,774 | $2.51M | 2.60% | +1,697+16.8% | Added |