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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.

Institutional holdersQ1 2026: 2,652 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ1 2026: $221.3B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2025.

Institutions holding LRCX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC8,990$1.92M0.02%+8,990New
Integrated Quantitative Investments LLC8,968$1.92M0.35%+8,968New
Portus Wealth Advisors, LLC8,959$1.91M1.80%−3,567−28.5%Reduced
Pure Financial Advisors, Inc.8,955$1.91M0.03%+193+2.2%Added
Sunpointe, LLC8,919$1.91M0.62%+663+8.0%Added
Red Door Wealth Management, LLC8,880$1.90M0.20%+1,013+12.9%Added
Sompo Asset Management Co., Ltd.8,880$1.90M0.35%−870−8.9%Reduced
Cyndeo Wealth Partners, LLC8,876$1.90M0.10%+5,338+150.9%Added
Journey Strategic Wealth LLC8,872$1.90M0.05%+687+8.4%Added
Custom Index Systems, LLC8,866$1.89M0.83%−20−0.2%Reduced
Williamson Legacy Group, LLC8,855$1.89M1.42%+921+11.6%Added
Applied Finance Capital Management, LLC8,809$1.88M0.14%−2,196−20.0%Reduced
Tealwood Asset Management Inc8,765$1.87M0.85%−7,322−45.5%Reduced
Values First Advisors, Inc.8,764$1.87M0.98%+228+2.7%Added
Rehmann Capital Advisory Group8,762$1.87M0.10%−125−1.4%Reduced
Heartland Advisors Inc8,712$1.86M0.09%−24,038−73.4%Reduced
Jamison Private Wealth Management, Inc.8,710$1.86M0.23%+100+1.2%Added
Versant Capital Management, Inc8,692$1.86M0.18%−10.0%Reduced
Freestone Capital Holdings, LLC8,649$1.85M0.06%+653+8.2%Added
First Commonwealth Financial Corp8,639$1.85M0.29%−7,609−46.8%Reduced
Kestra Investment Management, LLC8,615$1.84M0.03%−3,637−29.7%Reduced
Chatham Capital Group, Inc.8,590$1.84M0.27%−75−0.9%Reduced
Leonteq Securities AG8,585$1.83M0.11%+8,492+9,131.2%Added
Caerus Investment Advisors, LLC8,583$1.83M0.77%+20+0.2%Added
NVWM, LLC8,522$1.82M0.41%−5,259−38.2%Reduced
TFR Capital, LLC.8,520$1.82M0.56%+285+3.5%Added
Supplemental Annuity Collective Trust of NJ8,504$1.82M0.51%+304+3.7%Added
Avantax Planning Partners, Inc.8,482$1.81M0.05%−3,256−27.7%Reduced
F/M Investments LLC8,457$1.81M0.12%−54,027−86.5%Reduced
Legacy Capital Wealth Partners, LLC8,439$1.80M0.37%+716+9.3%Added
Becker Capital Management Inc8,428$1.80M0.05%−30−0.4%Reduced
Peapack Gladstone Financial Corp8,419$1.80M0.02%+1,123+15.4%Added
LGT Group Foundation8,307$1.77M0.02%−5,476−39.7%Reduced
Novem Group8,294$1.77M0.20%+569+7.4%Added
Sun Financial Inc5,917$1.77M0.89%−181−3.0%Reduced
Westside Investment Management, Inc.8,250$1.77M0.27%00.0%Unchanged
Seeds Investor LLC6,465$1.76M0.24%+312+5.1%Added
One Capital Management, LLC8,229$1.76M0.05%−100−1.2%Reduced
denkapparat Operations GmbH8,214$1.76M0.73%−4,132−33.5%Reduced
Alesco Advisors LLC8,211$1.75M0.04%+8,211New
Exit Wealth Advisors, LLC.8,197$1.75M0.90%−4,979−37.8%Reduced
Harbour Investments, Inc.8,193$1.75M0.03%+4,873+146.8%Added
71 West Capital Partners8,150$1.74M0.08%+1,396+20.7%Added
Laraway Financial Inc8,100$1.73M1.22%−1,000−11.0%Reduced
Westover Capital Advisors, LLC8,000$1.71M0.31%00.0%Unchanged
Commerzbank Aktiengesellschaft7,986$1.71M0.04%−9,735−54.9%Reduced
Goodman Advisory Group, LLC7,978$1.70M0.44%−60−0.7%Reduced
Virtus Investment Advisers, Inc.7,958$1.70M0.47%−4,300−35.1%Reduced
Gould Capital, LLC7,934$1.70M1.03%−8,212−50.9%Reduced
Foundry Financial LLC7,913$1.69M0.72%−337−4.1%Reduced
Resonant Capital Advisors, LLC7,811$1.67M0.09%+1,096+16.3%Added
PDS Planning, Inc7,770$1.66M0.11%+532+7.4%Added
Kesler, Norman & Wride, LLC7,710$1.65M0.28%+2,865+59.1%Added
WealthPlan Investment Management, LLC7,696$1.64M0.09%+3,218+71.9%Added
Parallax Volatility Advisers, L.P.7,674$1.64M0.07%+2,151+38.9%Added
Win Advisors, Inc7,641$1.63M0.75%−928−10.8%Reduced
Pallas Capital Advisors LLC7,639$1.63M0.06%−92−1.2%Reduced
HBK Sorce Advisory LLC5,545$1.63M0.03%+370+7.1%Added
CenterStar Asset Management, LLC7,638$1.63M1.57%+7,638New
Virtus ETF Advisers LLC7,620$1.63M0.76%−4,635−37.8%Reduced
Cooper Financial Group7,613$1.63M0.16%+3,350+78.6%Added
Fayez Sarofim & Co7,553$1.61M0.00%+1,419+23.1%Added
Holderness Investments Co7,551$1.61M0.32%+532+7.6%Added
Planning Alternatives Ltd7,535$1.61M0.21%+444+6.3%Added
DCF Advisers, LLC7,500$1.60M0.60%00.0%Unchanged
Consilium Wealth Advisory, LLC7,458$1.59M0.54%+3,918+110.7%Added
IPG Investment Advisors LLC7,404$1.58M0.27%−2,856−27.8%Reduced
Allium Financial Advisors, LLC7,378$1.58M1.26%−275−3.6%Reduced
International Assets Investment Management, LLC7,079$1.57M0.11%−936−11.7%Reduced
Greenland Capital Management LP7,351$1.57M0.31%+96+1.3%Added
Clark Capital Management Group, Inc.7,326$1.57M0.01%−4,663−38.9%Reduced
Central Pacific Bank - Trust Division7,310$1.56M0.20%−2,669−26.7%Reduced
Uhlmann Price Securities, LLC6,538$1.56M0.10%+6,538New
Hardy Reed LLC7,305$1.56M0.11%+23+0.3%Added
TD Private Client Wealth LLC7,296$1.56M0.03%+341+4.9%Added
LVW Advisors, LLC7,254$1.55M0.15%+3,360+86.3%Added
Personal Cfo Solutions, LLC7,213$1.54M0.22%+1,014+16.4%Added
Net Worth Advisory Group7,216$1.54M0.32%−208−2.8%Reduced
Mechanics Bank Trust Department7,211$1.54M0.21%−840−10.4%Reduced
Tower View Investment Management & Research LLC7,170$1.53M0.79%+7,170New
Signature Resources Capital Management, LLC7,134$1.52M0.72%−14,964−67.7%Reduced
First Financial Bankshares Inc7,119$1.52M0.03%−78−1.1%Reduced
PFG Investments, LLC7,101$1.52M0.07%+590+9.1%Added
Avanda Investment Management Pte. Ltd.7,100$1.52M2.40%+2,400+51.1%Added
Level Financial Advisors, Inc.7,052$1.51M0.38%00.0%Unchanged
Capital Investment Advisory Services, LLC7,047$1.51M0.11%+7,047New
Gladstone Institutional Advisory LLC7,022$1.50M0.06%−136−1.9%Reduced
Birinyi Associates Inc7,000$1.50M0.41%00.0%Unchanged
Shufro Rose & Co LLC7,000$1.50M0.10%00.0%Unchanged
Integrity Alliance, LLC.6,978$1.49M0.06%−443−6.0%Reduced
Madison Wealth Partners, Inc6,945$1.48M0.24%+248+3.7%Added
Silver Oak Securities, Inc6,927$1.48M0.11%+3,354+93.9%Added
Dale Q Rice Investment Management Ltd6,888$1.47M1.12%+261+3.9%Added
Essex Financial Services, Inc.6,878$1.47M0.08%−116−1.7%Reduced
Root Financial Partners, LLC6,876$1.47M0.07%−861−11.1%Reduced
Catalyst Financial Partners LLC6,876$1.47M0.17%+1,276+22.8%Added
Fagan Associates, Inc.6,853$1.46M0.20%00.0%Unchanged
Westfuller Advisors, LLC6,844$1.46M0.63%+369+5.7%Added
Aquatic Capital Management LLC6,848$1.46M0.04%+6,848New
Aspire Private Capital, LLC6,823$1.46M0.33%−3,969−36.8%Reduced