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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 505,356 | $108.0M | 0.23% | −33,090−6.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 496,643 | $106.1M | 0.70% | −500−0.1% | Reduced |
| Cerity Partners LLC | 491,086 | $105.0M | 0.15% | −43,852−8.2% | Reduced |
| Crosslink Capital Inc | 489,009 | $104.5M | 10.23% | −83,698−14.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 478,282 | $102.2M | 0.43% | −1,268,611−72.6% | Reduced |
| Trybe Capital Management LP | 478,246 | $102.2M | 23.12% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 474,343 | $101.3M | 1.08% | −41,785−8.1% | Reduced |
| CBOE Vest Financial, LLC | 472,416 | $100.9M | 1.21% | −76,226−13.9% | Reduced |
| Raiffeisen Bank International AG | 496,685 | $99.3M | 1.43% | +292,012+142.7% | Added |
| ING Groep NV | 462,789 | $98.9M | 0.60% | +75,468+19.5% | Added |
| State Farm Mutual Automobile Insurance Co | 455,360 | $97.3M | 0.08% | 00.0% | Unchanged |
| Sculptor Capital LP | 449,000 | $95.9M | 1.08% | +449,000 | New |
| Boston Partners | 447,670 | $95.7M | 0.10% | −28,605−6.0% | Reduced |
| Credit Agricole S A | 444,556 | $95.0M | 0.31% | −167,991−27.4% | Reduced |
| SEB Asset Management AB | 443,913 | $94.8M | 0.41% | +443,913 | New |
| Allspring Global Investments Holdings, LLC | 421,295 | $93.5M | 0.16% | −2,147−0.5% | Reduced |
| Nissay Asset Management Corp | 435,583 | $93.1M | 0.49% | −6,085−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 433,107 | $92.5M | 0.36% | +234+0.1% | Added |
| DJE Kapital AG | 440,002 | $91.8M | 2.03% | +440,002 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 423,496 | $90.5M | 0.47% | +14,682+3.6% | Added |
| Zurich Insurance Group Ltd | 422,410 | $90.3M | 0.71% | −344,011−44.9% | Reduced |
| Nisa Investment Advisors, LLC | 421,509 | $90.2M | 0.33% | −128,274−23.3% | Reduced |
| State of Tennessee, Treasury Department | 420,767 | $89.9M | 0.30% | +43,902+11.6% | Added |
| Tredje AP-fonden | 414,416 | $88.5M | 0.48% | +139,747+50.9% | Added |
| Resona Asset Management Co.,Ltd. | 418,909 | $88.5M | 0.44% | +5,286+1.3% | Added |
| Capital Fund Management S.A. | 413,342 | $88.3M | 0.79% | +84,704+25.8% | Added |
| Calamos Advisors LLC | 413,151 | $88.3M | 0.34% | +46,734+12.8% | Added |
| Virginia Retirement Systems Et Al | 409,151 | $87.4M | 0.65% | −172,654−29.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 408,479 | $87.3M | 0.14% | −87,821−17.7% | Reduced |
| Clearbridge Investments, LLC | 404,215 | $86.4M | 0.08% | −47,657−10.5% | Reduced |
| CIBC World Markets Inc. | 394,552 | $84.3M | 0.15% | +147,085+59.4% | Added |
| US Bancorp | 389,340 | $83.2M | 0.10% | −7,350−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 389,021 | $83.1M | 0.12% | −60,896−13.5% | Reduced |
| Ci Investments Inc. | 387,416 | $82.8M | 0.40% | −66,960−14.7% | Reduced |
| Flputnam Investment Management Co | 385,074 | $82.3M | 1.23% | −99,755−20.6% | Reduced |
| ARS Investment Partners, LLC | 384,993 | $82.3M | 4.28% | −50,466−11.6% | Reduced |
| Mediolanum International Funds Ltd | 411,321 | $82.2M | 0.87% | −11,657−2.8% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 382,500 | $81.7M | 1.38% | −42,500−10.0% | Reduced |
| Vontobel Holding Ltd. | 382,193 | $81.7M | 0.28% | +116,757+44.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 379,762 | $81.0M | 0.57% | +27,063+7.7% | Added |
| Manning & Napier Advisors LLC | 378,000 | $80.8M | 1.14% | −197,972−34.4% | Reduced |
| Cetera Investment Advisers | 377,593 | $80.7M | 0.09% | −21,460−5.4% | Reduced |
| Xponance, Inc. | 372,353 | $79.6M | 0.57% | +10,069+2.8% | Added |
| Cartenna Capital, LP | 365,000 | $78.0M | 3.40% | +365,000 | New |
| State of Michigan Retirement System | 361,600 | $77.3M | 0.41% | −2,600−0.7% | Reduced |
| Fisher Asset Management, LLC | 359,611 | $76.8M | 0.03% | +4,264+1.2% | Added |
| NewEdge Wealth, LLC | 356,302 | $76.1M | 0.91% | −96,577−21.3% | Reduced |
| Fifth Third Bancorp | 353,969 | $75.6M | 0.14% | +205,354+138.2% | Added |
| Janney Montgomery Scott LLC | 352,821 | $75.4M | 0.19% | −2,690−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 351,176 | $75.0M | 0.29% | +189,945+117.8% | Added |
| Empowered Funds, LLC | 350,156 | $74.8M | 0.48% | +350,156 | New |
| MetLife Investment Management | 348,574 | $74.5M | 0.38% | −13,063−3.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 346,061 | $74.0M | 0.45% | −202,939−37.0% | Reduced |
| Arizona State Retirement System | 344,131 | $73.5M | 0.43% | −13,432−3.8% | Reduced |
| Czech National Bank | 340,097 | $72.7M | 0.48% | +8,900+2.7% | Added |
| Castleark Management LLC | 336,740 | $71.9M | 2.38% | −36,136−9.7% | Reduced |
| TD Waterhouse Canada Inc. | 323,161 | $71.6M | 0.21% | +254,826+372.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 331,638 | $70.9M | 1.34% | −674,289−67.0% | Reduced |
| Assetmark, Inc | 331,611 | $70.9M | 0.14% | +196,979+146.3% | Added |
| Ieq Capital, LLC | 318,279 | $68.0M | 0.32% | +10,621+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 313,563 | $67.0M | 0.34% | +87,988+39.0% | Added |
| Wellington Management Group LLP | 310,757 | $66.4M | 0.01% | −105,848−25.4% | Reduced |
| Pinebridge Investments LLC | 309,605 | $66.2M | 0.56% | −103,382−25.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 302,475 | $64.6M | 0.23% | +91,144+43.1% | Added |
| Scotia Capital Inc. | 300,456 | $64.2M | 0.26% | +250,202+497.9% | Added |
| Discovery Capital Management, LLC | 298,016 | $63.7M | 3.31% | +146,116+96.2% | Added |
| Gotham Asset Management, LLC | 297,729 | $63.6M | 0.19% | +2,319+0.8% | Added |
| M&G Plc | 297,231 | $63.6M | 0.33% | −851,214−74.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 290,892 | $62.2M | 0.32% | −1,268−0.4% | Reduced |
| Pinnacle Associates Ltd | 287,487 | $61.4M | 0.79% | −91,338−24.1% | Reduced |
| Jones Financial Companies LLLP | 286,164 | $60.5M | 0.03% | +190,406+198.8% | Added |
| Moneta Group Investment Advisors LLC | 282,997 | $60.5M | 0.46% | −14,358−4.8% | Reduced |
| Penserra Capital Management LLC | 282,350 | $60.3M | 0.71% | +8,200+3.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 281,580 | $60.2M | 2.72% | +62,110+28.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 280,695 | $60.0M | 0.91% | +280,695 | New |
| Empire Life Investments Inc. | 268,986 | $59.7M | 3.63% | −50,906−15.9% | Reduced |
| Crestwood Advisors Group LLC | 277,765 | $59.3M | 1.00% | −19,914−6.7% | Reduced |
| Amalgamated Bank | 277,179 | $59.2M | 0.45% | −4,444−1.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 274,069 | $58.6M | 0.72% | −6,871−2.4% | Reduced |
| Rakuten Investment Management, Inc. | 288,176 | $57.6M | 0.12% | +22,648+8.5% | Added |
| Lido Advisors, LLC | 268,197 | $57.4M | 0.23% | −98,479−26.9% | Reduced |
| iA Global Asset Management Inc. | 266,175 | $56.9M | 0.81% | +43,615+19.6% | Added |
| DnB Asset Management AS | 265,397 | $56.7M | 0.20% | −768,387−74.3% | Reduced |
| Banco Santander, S.A. | 265,218 | $56.7M | 0.46% | −34,417−11.5% | Reduced |
| Retirement Systems of Alabama | 265,187 | $56.7M | 0.19% | −2,013−0.8% | Reduced |
| Shelton Capital Management | 264,254 | $56.5M | 1.24% | −234,704−47.0% | Reduced |
| Seven Grand Managers, LLC | 264,000 | $56.4M | 3.77% | +264,000 | New |
| Wealth Architects, LLC | 263,242 | $56.2M | 5.01% | −300.0% | Reduced |
| IFM Investors Pty Ltd | 262,773 | $56.1M | 0.47% | +7,994+3.1% | Added |
| Pathstone Holdings, LLC | 262,360 | $56.1M | 0.22% | +6,158+2.4% | Added |
| Wedge Capital Management L L P | 262,308 | $56.0M | 1.03% | −143,735−35.4% | Reduced |
| Parnassus Investments | 262,163 | $56.0M | 0.16% | −383,763−59.4% | Reduced |
| QRG Capital Management, Inc. | 261,516 | $55.9M | 0.58% | +6,525+2.6% | Added |
| Rokos Capital Management LLP | 259,921 | $55.5M | 0.99% | +181,440+231.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 256,734 | $54.9M | 0.53% | +8,978+3.6% | Added |
| Defiance ETFs, LLC | 255,360 | $54.6M | 0.78% | +17,993+7.6% | Added |
| Nicholas Company, Inc. | 251,582 | $53.8M | 1.05% | −69,510−21.6% | Reduced |
| Neville Rodie & Shaw Inc | 250,159 | $53.4M | 3.88% | −9,813−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 248,166 | $53.0M | 0.08% | −42,438−14.6% | Reduced |
| AE Wealth Management LLC | 245,663 | $52.5M | 0.28% | +45,957+23.0% | Added |