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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 6,821 | $1.46M | 0.98% | +61+0.9% | Added |
| Investment Research Partners LLC | 6,814 | $1.46M | 0.59% | −921−11.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,790 | $1.45M | 0.10% | −303−4.3% | Reduced |
| Elm Partners Management LLC | 7,250 | $1.45M | 0.06% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 6,761 | $1.44M | 0.23% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 6,730 | $1.44M | 0.39% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 6,701 | $1.43M | 0.22% | −33−0.5% | Reduced |
| SmartHarvest Portfolios, LLC | 6,690 | $1.43M | 0.60% | −1,213−15.3% | Reduced |
| Agf Management Ltd | 6,664 | $1.42M | 0.01% | −1,201−15.3% | Reduced |
| USA Financial Portformulas Corp | 6,639 | $1.42M | 0.27% | −3,900−37.0% | Reduced |
| Anchor Investment Management, LLC | 6,637 | $1.42M | 0.12% | +211+3.3% | Added |
| Jefferies Financial Group Inc. | 6,635 | $1.42M | 0.02% | −10,338−60.9% | Reduced |
| Burr Financial Services, LLC | 6,616 | $1.41M | 1.12% | 00.0% | Unchanged |
| Sapient Capital LLC | 6,586 | $1.41M | 0.02% | +4,002+154.9% | Added |
| Ifrah Financial Services, Inc. | 6,608 | $1.41M | 0.37% | −166−2.5% | Reduced |
| Rothschild Investment LLC | 6,601 | $1.41M | 0.07% | +148+2.3% | Added |
| Wellington Grp LLC | 6,600 | $1.41M | 0.43% | +1,920+41.0% | Added |
| JMN Financial LLC | 6,583 | $1.41M | 1.38% | +450+7.3% | Added |
| Carr Financial Group Corp | 6,579 | $1.41M | 0.37% | −291−4.2% | Reduced |
| AdvisorNet Financial, Inc | 6,575 | $1.40M | 0.07% | +6+0.1% | Added |
| Quent Capital, LLC | 6,530 | $1.40M | 0.10% | +202+3.2% | Added |
| Astoria Portfolio Advisors LLC. | 5,374 | $1.39M | 0.30% | +70+1.3% | Added |
| Jaffetilchin Investment Partners, LLC | 6,512 | $1.39M | 0.08% | +4,266+189.9% | Added |
| CVA Family Office, LLC | 6,494 | $1.39M | 0.15% | +202+3.2% | Added |
| Kingsman Wealth Management, Inc. | 6,494 | $1.39M | 0.78% | +6,494 | New |
| Navigation Group, LLC | 6,477 | $1.38M | 0.32% | +6,477 | New |
| Sustainable Insight Capital Management, LLC | 6,465 | $1.38M | 0.46% | +600+10.2% | Added |
| Dark Forest Capital Management LP | 6,452 | $1.38M | 0.12% | −7,649−54.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,432 | $1.37M | 0.08% | +6,432 | New |
| Osmosis Investment Management UK Ltd | 6,387 | $1.36M | 0.04% | +6,387 | New |
| JT Stratford LLC | 6,367 | $1.36M | 0.17% | −207−3.1% | Reduced |
| Wealth Group, Ltd. | 6,350 | $1.36M | 1.27% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 6,339 | $1.35M | 0.64% | +16+0.3% | Added |
| Daymark Wealth Partners, LLC | 6,328 | $1.35M | 0.04% | +906+16.7% | Added |
| Integrity Wealth Partners, LLC | 6,324 | $1.35M | 1.22% | +6,324 | New |
| Soltis Investment Advisors LLC | 6,307 | $1.35M | 0.09% | −48,077−88.4% | Reduced |
| Montecito Bank & Trust | 6,275 | $1.34M | 0.22% | −843−11.8% | Reduced |
| Aprio Wealth Management, LLC | 6,267 | $1.34M | 0.07% | +882+16.4% | Added |
| Cypress Capital Advisors, LLC | 6,254 | $1.34M | 0.72% | −219−3.4% | Reduced |
| RiverFront Investment Group, LLC | 6,199 | $1.32M | 0.02% | −6,617−51.6% | Reduced |
| West Branch Capital LLC | 6,180 | $1.32M | 0.35% | +5,908+2,172.1% | Added |
| Bahl & Gaynor Inc | 6,150 | $1.31M | 0.01% | +650+11.8% | Added |
| First Affirmative Financial Network | 6,111 | $1.31M | 0.51% | +6,111 | New |
| Golden State Equity Partners | 6,104 | $1.30M | 0.10% | +1,944+46.7% | Added |
| Waterloo Capital, L.P. | 6,096 | $1.30M | 0.09% | +754+14.1% | Added |
| Ironwood Investment Counsel, LLC | 6,088 | $1.30M | 0.19% | −403−6.2% | Reduced |
| Clark Financial Services Group Inc | 6,085 | $1.30M | 0.72% | +355+6.2% | Added |
| Quotient Wealth Partners, LLC | 6,073 | $1.30M | 0.03% | +206+3.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,064 | $1.30M | 0.16% | +5,858+2,843.7% | Added |
| Parkside Financial Bank & Trust | 6,061 | $1.29M | 0.10% | −76−1.2% | Reduced |
| Prosperity Financial Group, Inc. | 6,060 | $1.29M | 0.48% | +266+4.6% | Added |
| Optas, LLC | 6,046 | $1.29M | 0.20% | −540−8.2% | Reduced |
| Brown Financial Advisors | 6,044 | $1.29M | 0.49% | −2,200−26.7% | Reduced |
| HighPoint Advisor Group LLC | 6,019 | $1.29M | 0.05% | −22,243−78.7% | Reduced |
| TriaGen Wealth Management LLC | 6,011 | $1.28M | 0.35% | +6,011 | New |
| American National Bank | 5,942 | $1.27M | 0.12% | −95−1.6% | Reduced |
| Fox Run Management, L.L.C. | 6,340 | $1.27M | 0.22% | +6,340 | New |
| Hohimer Wealth Management, LLC | 5,932 | $1.27M | 0.15% | −37,029−86.2% | Reduced |
| Legacy Advisors, LLC | 5,916 | $1.27M | 0.15% | −70−1.2% | Reduced |
| Galaxy Digital Capital Management GP LLC | 5,914 | $1.26M | 1.63% | −2,270−27.7% | Reduced |
| Providence First Trust Co | 5,903 | $1.26M | 0.44% | +396+7.2% | Added |
| New Wave Wealth Advisors LLC | 5,889 | $1.26M | 0.44% | +1,174+24.9% | Added |
| Premier Path Wealth Partners, LLC | 5,880 | $1.26M | 0.16% | +1,044+21.6% | Added |
| Van Diest Capital, LLC | 5,880 | $1.26M | 0.99% | +4,673+387.2% | Added |
| SIH Partners, LLLP | 5,866 | $1.25M | 0.04% | +5,866 | New |
| Legal Advantage Investments, Inc. | 5,864 | $1.25M | 0.65% | −108−1.8% | Reduced |
| Keyvantage Wealth, LLC | 5,852 | $1.25M | 0.55% | +289+5.2% | Added |
| Koshinski Asset Management, Inc. | 5,844 | $1.25M | 0.08% | +5,844 | New |
| Hollencrest Capital Management | 5,837 | $1.25M | 0.05% | −6,910−54.2% | Reduced |
| VeraBank, N.A. | 5,835 | $1.25M | 0.23% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,781 | $1.24M | 0.02% | −1,440−19.9% | Reduced |
| Cove Private Wealth, LLC | 5,760 | $1.23M | 0.28% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 5,750 | $1.23M | 0.31% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 5,740 | $1.23M | 0.17% | −2,634−31.5% | Reduced |
| Dynasty Wealth Management, LLC | 5,732 | $1.22M | 0.01% | +192+3.5% | Added |
| Legacy Edge Advisors, LLC | 5,698 | $1.22M | 0.13% | −327−5.4% | Reduced |
| Miracle Mile Advisors, LLC | 5,681 | $1.21M | 0.02% | +1,241+28.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 5,652 | $1.21M | 0.55% | +1,594+39.3% | Added |
| Watershed Private Wealth LLC | 5,636 | $1.20M | 0.38% | −308−5.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 7,011 | $1.20M | 0.11% | +100+1.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,615 | $1.20M | 0.50% | +5,615 | New |
| Founders Capital Management, LLC | 5,609 | $1.20M | 0.20% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,608 | $1.20M | 0.19% | +141+2.6% | Added |
| Insigneo Advisory Services, LLC | 5,604 | $1.20M | 0.09% | +963+20.7% | Added |
| Kathmere Capital Management, LLC | 5,596 | $1.20M | 0.07% | +1,699+43.6% | Added |
| Herold Advisors, Inc. | 5,581 | $1.19M | 0.26% | −1,848−24.9% | Reduced |
| World Equity Group, Inc. | 5,547 | $1.19M | 0.31% | −1,173−17.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,514 | $1.18M | 0.12% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 5,514 | $1.18M | 0.13% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4,577 | $1.17M | 0.19% | −10,837−70.3% | Reduced |
| Advisory Resource Group | 5,474 | $1.17M | 0.20% | +65+1.2% | Added |
| Centennial Bank | 5,470 | $1.17M | 0.42% | −660−10.8% | Reduced |
| Kingdom Financial Group LLC. | 5,437 | $1.16M | 0.33% | −564−9.4% | Reduced |
| Lloyd Advisory Services, LLC. | 5,437 | $1.16M | 0.33% | +5,146+1,768.4% | Added |
| Silver Coast Investments LLC | 5,432 | $1.16M | 0.37% | −1,563−22.3% | Reduced |
| Avail Investment Partners, LLC | 5,428 | $1.16M | 1.24% | +5,428 | New |
| Pacific Point Advisors, LLC | 5,392 | $1.15M | 0.61% | −108−2.0% | Reduced |
| TownSquare Capital, LLC | 5,390 | $1.15M | 0.26% | +301+5.9% | Added |
| Jackson Thornton Asset Management, LLC | 4,327 | $1.14M | 0.10% | −193−4.3% | Reduced |
| McLean Asset Management Corp | 5,335 | $1.14M | 0.20% | +236+4.6% | Added |