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
- 2,652
- +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
- 901 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 |
|---|---|---|---|---|---|
| Aviva PLC | 1,116,324 | $238.5M | 0.40% | +31,968+2.9% | Added |
| Citadel Advisors LLC | 1,114,732 | $238.2M | 0.17% | −3,126,734−73.7% | Reduced |
| SEI Investments Co | 1,114,239 | $238.1M | 0.22% | −39,198−3.4% | Reduced |
| Los Angeles Capital Management LLC | 1,113,680 | $237.9M | 0.94% | −32,505−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 1,106,725 | $236.5M | 0.44% | −33,358−2.9% | Reduced |
| Value Aligned Research Advisors, LLC | 1,100,556 | $235.1M | 2.79% | +393,523+55.7% | Added |
| Worldquant Millennium Advisors LLC | 1,096,593 | $234.3M | 0.90% | +534,332+95.0% | Added |
| CI Private Wealth, LLC | 1,105,897 | $234.2M | 0.34% | −132,133−10.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,088,123 | $232.5M | 0.54% | +281,074+34.8% | Added |
| SG Americas Securities, LLC | 1,086,364 | $232.1M | 0.26% | +476,388+78.1% | Added |
| New York State Teachers Retirement System | 1,072,151 | $229.1M | 0.47% | −2,291−0.2% | Reduced |
| Heard Capital LLC | 1,070,880 | $228.8M | 11.83% | −221,775−17.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,082,000 | $228.6M | 0.71% | −218,500−16.8% | Reduced |
| Quantinno Capital Management LP | 1,063,637 | $227.3M | 0.38% | +106,077+11.1% | Added |
| Danske Bank A/S | 1,055,836 | $225.6M | 0.54% | −138,873−11.6% | Reduced |
| Polen Capital Management LLC | 1,054,495 | $225.3M | 1.56% | +1,054,495 | New |
| Standard Life Aberdeen plc | 1,033,466 | $220.8M | 0.36% | +31,248+3.1% | Added |
| Korea Investment CORP | 1,023,231 | $218.6M | 0.45% | −38,152−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,075,725 | $218.6M | 0.48% | −846,202−44.0% | Reduced |
| Railway Pension Investments Ltd | 982,200 | $209.9M | 2.99% | −59,300−5.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 982,050 | $209.8M | 0.63% | −11,905−1.2% | Reduced |
| Natixis Advisors, L.P. | 971,451 | $207.6M | 0.29% | +232,770+31.5% | Added |
| CIBC Bancorp USA Inc. | 959,217 | $204.9M | 0.28% | +959,217 | New |
| Whale Rock Capital Management LLC | 957,877 | $204.7M | 2.64% | +957,877 | New |
| Close Asset Management Ltd | 955,076 | $204.0M | 5.53% | −239,084−20.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 956,993 | $203.3M | 0.28% | +26,944+2.9% | Added |
| D. E. Shaw & Co., Inc. | 946,616 | $202.3M | 0.16% | +289,944+44.2% | Added |
| Bank of Nova Scotia | 939,483 | $200.7M | 0.35% | +77,800+9.0% | Added |
| Treasurer of the State of North Carolina | 928,251 | $198.3M | 0.62% | +49,487+5.6% | Added |
| Panagora Asset Management Inc | 924,110 | $197.4M | 0.74% | −188,698−17.0% | Reduced |
| Susquehanna International Group, LLP | 918,775 | $196.3M | 0.25% | +360,939+64.7% | Added |
| Mariner, LLC | 907,874 | $193.9M | 0.23% | −13,368−1.5% | Reduced |
| Storebrand Asset Management AS | 903,266 | $193.0M | 0.55% | +15,666+1.8% | Added |
| Captrust Financial Advisors | 902,539 | $192.8M | 0.34% | −95,577−9.6% | Reduced |
| Qube Research & Technologies Ltd | 900,455 | $192.4M | 0.27% | +627,827+230.3% | Added |
| HighTower Advisors, LLC | 870,883 | $186.1M | 0.20% | −147,543−14.5% | Reduced |
| Candriam Luxembourg S.C.A. | 866,516 | $185.1M | 0.96% | −175,995−16.9% | Reduced |
| NEOS Investment Management LLC | 864,150 | $184.6M | 0.93% | +163,250+23.3% | Added |
| HRT Financial LP | 858,216 | $183.4M | 0.46% | +303,605+54.7% | Added |
| Squarepoint Ops LLC | 852,801 | $182.2M | 0.39% | −43,671−4.9% | Reduced |
| HM Payson & Co | 843,259 | $180.2M | 2.60% | −278,086−24.8% | Reduced |
| Erste Asset Management GmbH | 870,675 | $179.8M | 1.67% | −294,207−25.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 834,101 | $178.2M | 0.44% | −54,362−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 825,610 | $176.4M | 0.15% | −192,662−18.9% | Reduced |
| Trivest Advisors Ltd | 815,700 | $174.3M | 12.55% | +65,700+8.8% | Added |
| Ensign Peak Advisors, Inc | 814,576 | $174.0M | 0.32% | −79,752−8.9% | Reduced |
| Guggenheim Capital LLC | 813,760 | $173.9M | 1.38% | −79,308−8.9% | Reduced |
| Bessemer Group Inc | 794,104 | $169.7M | 0.27% | +755,462+1,955.0% | Added |
| Swiss Life Asset Management Ltd | 787,272 | $168.2M | 0.83% | +35,706+4.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 774,687 | $165.7M | 1.44% | +564,153+268.0% | Added |
| Caisse de Depot Et Placement du Quebec | 764,263 | $163.3M | 0.26% | −1,714,417−69.2% | Reduced |
| Temasek Holdings (Private) Ltd | 760,335 | $162.5M | 0.55% | +760,335 | New |
| Sands Capital Management, LLC | 755,222 | $161.4M | 0.63% | +755,222 | New |
| Harel Insurance Investments & Financial Services Ltd. | 732,364 | $156.6M | 1.06% | +720,564+6,106.5% | Added |
| Lazard Asset Management LLC | 729,835 | $155.9M | 0.26% | +137,373+23.2% | Added |
| APG Asset Management N.V. | 832,592 | $154.4M | 0.49% | +95,094+12.9% | Added |
| State of Wisconsin Investment Board | 714,596 | $152.7M | 0.35% | +28,652+4.2% | Added |
| Creative Planning | 714,502 | $152.7M | 0.10% | +42,546+6.3% | Added |
| AustralianSuper Pty Ltd | 704,267 | $150.5M | 0.78% | −1,127,344−61.5% | Reduced |
| Jane Street Group, LLC | 699,544 | $149.5M | 0.16% | +605,305+642.3% | Added |
| Stifel Financial Corp | 697,140 | $149.0M | 0.14% | −39,299−5.3% | Reduced |
| Eventide Asset Management, LLC | 688,402 | $146.6M | 2.42% | +19,313+2.9% | Added |
| Menora Mivtachim Holdings Ltd. | 681,980 | $145.7M | 0.69% | −377,300−35.6% | Reduced |
| Royal London Asset Management Ltd | 673,896 | $144.0M | 0.30% | −14,489−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 668,713 | $142.9M | 0.42% | +13,945+2.1% | Added |
| Montrusco Bolton Investments Inc. | 685,358 | $142.2M | 2.15% | +58,539+9.3% | Added |
| GF Fund Management Co. Ltd. | 660,133 | $141.0M | 2.36% | +393,594+147.7% | Added |
| Actiam N.V. | 652,032 | $139.3M | 1.36% | −26,020−3.8% | Reduced |
| Toroso Investments, LLC | 642,834 | $137.3M | 0.43% | −624,952−49.3% | Reduced |
| Mercer Global Advisors Inc | 637,244 | $136.2M | 0.20% | −9,931−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 632,784 | $135.2M | 0.82% | −139,905−18.1% | Reduced |
| Ofi Invest Asset Management | 725,662 | $134.9M | 1.78% | +576,098+385.2% | Added |
| Vanguard Investments Australia, Ltd. | 626,554 | $133.9M | 0.39% | +626,554 | New |
| Chevy Chase Trust Holdings, Inc. | 624,477 | $133.4M | 0.38% | −21,782−3.4% | Reduced |
| Maplelane Capital, LLC | 621,000 | $132.7M | 11.13% | +451,000+265.3% | Added |
| Northwestern Mutual Wealth Management Co | 610,890 | $130.5M | 0.08% | −104,373−14.6% | Reduced |
| Voloridge Investment Management, LLC | 608,317 | $130.0M | 0.52% | +608,317 | New |
| CIBC Asset Management Inc | 607,682 | $129.8M | 0.32% | +82,314+15.7% | Added |
| Macquarie Group Ltd | 604,061 | $129.1M | 0.77% | −250,278−29.3% | Reduced |
| Handelsbanken Fonder AB | 600,284 | $128.3M | 0.43% | −60,357−9.1% | Reduced |
| Associated Banc-Corp | 598,959 | $128.0M | 3.39% | −175,971−22.7% | Reduced |
| Nomura Asset Management Co Ltd | 595,945 | $127.3M | 0.33% | +41,816+7.5% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 586,101 | $125.2M | 1.88% | +11,401+2.0% | Added |
| Public Employees Retirement System of Ohio | 585,125 | $125.0M | 0.40% | −17,213−2.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 583,010 | $124.6M | 0.68% | +225,050+62.9% | Added |
| KLP Kapitalforvaltning AS | 582,280 | $124.5M | 0.49% | −56,400−8.8% | Reduced |
| NZS Capital, LLC | 573,887 | $122.6M | 4.09% | −165,786−22.4% | Reduced |
| Federated Hermes, Inc. | 558,533 | $119.3M | 0.19% | −41,819−7.0% | Reduced |
| FIL Ltd | 555,528 | $118.7M | 0.09% | −939,630−62.8% | Reduced |
| Balyasny Asset Management LLC | 551,089 | $117.7M | 0.23% | +171,765+45.3% | Added |
| Teacher Retirement System of Texas | 547,533 | $117.0M | 0.49% | −81,175−12.9% | Reduced |
| Baird Financial Group, Inc. | 544,962 | $116.4M | 0.18% | −72,846−11.8% | Reduced |
| Achmea Investment Management B.V. | 541,955 | $115.8M | 3.06% | −149,577−21.6% | Reduced |
| Toronto Dominion Bank | 534,150 | $114.1M | 0.22% | −217,169−28.9% | Reduced |
| Vaughan David Investments LLC | 531,867 | $113.6M | 2.40% | −45,604−7.9% | Reduced |
| Pacer Advisors, Inc. | 523,320 | $111.8M | 0.32% | −168,162−24.3% | Reduced |
| Glenmede Trust Co NA | 522,694 | $111.7M | 0.55% | −78,836−13.1% | Reduced |
| STRS Ohio | 517,744 | $110.6M | 0.44% | +9,417+1.9% | Added |
| Anther Capital Ltd | 513,407 | $109.7M | 2.87% | +513,407 | New |
| RE Advisers Corp | 516,736 | $109.4M | 2.94% | −200,300−27.9% | Reduced |