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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 6 sales; 3,142 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: 2,651 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 institutionsQ2 2026: 3,142 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 20263,142$463.5B
Q1 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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
Odyssean, LLC2,078$444.0K0.16%+2,078New
Jupiter Wealth Management LLC1,500$443.2K0.18%00.0%Unchanged
Shaker Investments LLC2,073$442.9K0.20%+2,073New
PTM Wealth Management, LLC2,000$441.3K0.23%00.0%Unchanged
Tucker Asset Management LLC2,056$439.3K0.13%+346+20.2%Added
Affinity Capital Advisors, LLC2,050$438.0K0.06%−606−22.8%Reduced
Integras Partners LLC2,050$438.0K0.29%00.0%Unchanged
Richard W. Paul & Associates, LLC2,045$436.9K0.15%−1,084−34.6%Reduced
Walleye Capital LLC2,044$436.7K0.00%+143+7.5%Added
Gables Capital Management Inc.2,040$435.9K0.18%00.0%Unchanged
Cynosure Management, LLC2,023$432.2K0.05%+2,023New
Guidance Point Advisors, LLC2,022$432.1K0.10%+4+0.2%Added
Hamilton Point Investment Advisors, LLC2,020$432.1K0.07%00.0%Unchanged
Optimist Retirement Group LLC2,014$430.3K0.19%+23+1.2%Added
Abacus Wealth Partners, LLC2,012$429.9K0.04%+237+13.4%Added
Bond & Devick Financial Network, Inc.2,006$428.6K0.12%00.0%Unchanged
Bowen Hanes & Co Inc2,000$427.3K0.01%−650−24.5%Reduced
K2 Principal Fund, L.P.2,000$427.3K0.05%+2,000New
Lineweaver Wealth Advisors, LLC1,997$426.7K0.06%−22−1.1%Reduced
Axim Planning & Wealth1,996$426.5K0.52%−1,810−47.6%Reduced
Gryphon Financial Partners LLC1,990$425.2K0.04%+238+13.6%Added
Main Street Research LLC1,988$424.8K0.02%+464+30.4%Added
ARS Wealth Advisors Group, LLC1,980$423.0K0.04%00.0%Unchanged
Csenge Advisory Group1,972$421.3K0.02%+132+7.2%Added
Cornerstone Advisory, LLC1,971$421.0K0.04%+142+7.8%Added
Murphy Pohlad Asset Management LLC1,970$420.9K0.15%−135−6.4%Reduced
MCF Advisors LLC1,962$419.6K0.02%+416+26.9%Added
OneAscent Family Office, LLC1,957$418.2K0.29%+34+1.8%Added
Confluence Wealth Services, Inc.1,943$415.1K0.02%−40−2.0%Reduced
West Bancorporation Inc1,942$414.9K0.21%−304−13.5%Reduced
Revolve Wealth Partners, LLC1,930$412.4K0.05%−51−2.6%Reduced
AMG National Trust Bank1,929$412.1K0.01%+689+55.6%Added
Thurston, Springer, Miller, Herd & Titak, Inc.1,929$412.1K0.17%−653−25.3%Reduced
Nia Impact Advisors, LLC1,927$411.6K0.18%−191−9.0%Reduced
Kraft, Davis & Associates, LLC1,611$411.2K0.09%00.0%Unchanged
Mosley Wealth Management3,064$410.3K0.19%+40+1.3%Added
Traphagen Investment Advisors LLC1,917$409.6K0.03%−46−2.3%Reduced
Knightsbridge Asset Management, LLC1,913$408.7K0.06%+17+0.9%Added
Center For Asset Management LLC1,910$408.1K0.20%+1,910New
Formidable Asset Management, LLC2,382$407.8K0.06%+72+3.1%Added
Sovereign Financial Group, Inc.1,907$407.5K0.07%+85+4.7%Added
First Pacific Financial1,907$407.4K0.05%+194+11.3%Added
Central Asset Investments & Management Holdings (HK) Ltd1,900$406.0K0.38%+1,900New
Edentree Asset Management Ltd1,900$405.6K0.12%+1,900New
Index Fund Advisors, Inc.1,895$404.9K0.02%+2+0.1%Added
Atlantic Union Bankshares Corp1,892$404.2K0.01%−36−1.9%Reduced
Saxon Interests, Inc.1,891$404.0K0.14%−2,886−60.4%Reduced
Signature Wealth Management Group1,890$403.8K0.15%00.0%Unchanged
Great Waters Wealth Management1,881$401.9K0.04%00.0%Unchanged
Legacy Wealth Management, LLC1,880$401.7K0.11%+1,880New
Markin Volterra Fund LP1,878$401.3K3.75%−311−14.2%Reduced
Saranac Partners Ltd1,733$400.9K0.17%−467−21.2%Reduced
Alliance Wealth Advisors, LLC1,876$400.8K0.09%+1,876New
Golden Reserve Retirement LLC1,871$399.8K0.08%+642+52.2%Added
Timothy G. Youngquist 2020 Irrevocable Trust1,862$397.8K0.19%+1,862New
Asset One Wealth Management LLC1,537$397.2K0.04%+1,537New
Stony Point Wealth Management Inc.1,855$396.3K0.16%+27+1.5%Added
Walser Wealth Management Company, A Ltd Liability Co1,848$394.8K0.18%−382−17.1%Reduced
Dynamic Wealth Strategies, LLC1,845$394.2K0.23%−599−24.5%Reduced
Caldwell Sutter Capital, Inc.1,844$394.0K0.16%−148−7.4%Reduced
Ballast Advisors LLC1,825$389.9K0.11%−100−5.2%Reduced
Bank of Nova Scotia Trust Co1,816$388.0K0.03%+1,816New
Mitchell McLeod Pugh & Williams Inc1,808$386.2K0.06%00.0%Unchanged
Sprott Inc.1,800$384.6K0.01%00.0%Unchanged
Intelligence Driven Advisers, LLC1,795$383.5K0.07%+110+6.5%Added
SJS Investment Consulting Inc.1,795$383.5K0.05%+579+47.6%Added
David R. Rahn & Associates Inc.1,794$383.3K0.11%−67−3.6%Reduced
Nolet Wealth Management, LLC1,793$383.0K0.22%−23−1.3%Reduced
Simon Quick Advisors, LLC1,789$382.3K0.02%−980−35.4%Reduced
Headinvest, LLC1,785$381.4K0.08%−445−20.0%Reduced
Peterson Wealth Services1,780$380.3K0.09%+216+13.8%Added
Rakuten Securities, Inc.1,777$379.7K0.16%+859+93.6%Added
Arta Finance Wealth Management LLC1,776$379.5K0.19%+83+4.9%Added
Hamilton Capital, LLC1,774$379.0K0.02%−226−11.3%Reduced
Altar Rock LLC1,771$378.8K0.44%−554−23.8%Reduced
Elevation Wealth Management LLC1,771$378.4K0.35%+3+0.2%Added
Blue Bell Private Wealth Management, LLC1,770$378.2K0.05%+41+2.4%Added
Fulcrum Equity Management1,768$377.8K0.37%+414+30.6%Added
Fedenia Advisers LLC1,768$377.8K0.28%−15,851−90.0%Reduced
FMB Wealth Management1,760$376.0K0.16%−300−14.6%Reduced
Consilio Wealth Advisors, LLC1,759$375.9K0.11%+50+2.9%Added
Baker Tilly Wealth Management, LLC1,757$375.4K0.09%+143+8.9%Added
Sepio Capital, LP1,756$375.3K0.02%−329−15.8%Reduced
ZWJ Investment Counsel Inc1,748$373.5K0.01%−235−11.9%Reduced
Univest Financial Corp1,747$373.3K0.02%00.0%Unchanged
VisionPoint Advisory Group, LLC1,742$372.2K0.07%+1,742New
FDx Advisors, Inc.1,742$372.0K0.12%−649−27.1%Reduced
Breakthru Advisory Services, LLC1,737$371.1K0.60%−42−2.4%Reduced
Greenspring Advisors, LLC1,735$370.7K0.02%−3−0.2%Reduced
Ashton Thomas Securities, LLC1,728$370.4K0.05%+25+1.5%Added
D'Orazio & Associates, Inc.1,733$370.3K0.05%+360+26.2%Added
Mesirow Financial Investment Management, Inc.1,730$369.7K0.01%−155−8.2%Reduced
Traveka Wealth, LLC1,724$368.4K0.14%+3+0.2%Added
Planned Solutions, Inc.1,720$367.5K0.12%00.0%Unchanged
North Star Asset Management Inc1,717$366.9K0.02%+30+1.8%Added
Leigh Baldwin & Co., LLC1,716$366.6K0.24%−590−25.6%Reduced
Foronjy Financial LLC1,715$366.4K0.15%−77−4.3%Reduced
Wealthedge Investment Advisors, LLC1,713$366.1K0.13%+1,713New
Wolff Wiese Magana LLC1,704$364.1K0.20%+293+20.8%Added
Retireful, LLC1,700$363.2K0.51%+70+4.3%Added