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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 241,730 | $51.6M | 0.30% | +10,000+4.3% | Added |
| Huntington National Bank | 239,834 | $51.2M | 0.28% | +22,976+10.6% | Added |
| Burney Co | 234,899 | $50.2M | 1.57% | −91,600−28.1% | Reduced |
| Zacks Investment Management | 232,262 | $49.6M | 0.40% | +2,854+1.2% | Added |
| Four Tree Island Advisory LLC | 228,300 | $48.8M | 24.62% | −770−0.3% | Reduced |
| Jupiter Asset Management Ltd | 224,931 | $48.1M | 0.26% | −173,937−43.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 224,258 | $47.9M | 1.03% | −210,854−48.5% | Reduced |
| JustInvest LLC | 223,638 | $47.8M | 0.47% | +8,089+3.8% | Added |
| USS Investment Management Ltd | 223,245 | $47.7M | 0.20% | +4,293+2.0% | Added |
| Public Sector Pension Investment Board | 222,676 | $47.6M | 0.15% | +37,426+20.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 221,434 | $47.4M | 0.94% | −83,100−27.3% | Reduced |
| CWM, LLC | 221,596 | $47.3M | 0.12% | +90,604+69.2% | Added |
| Rockefeller Capital Management L.P. | 217,736 | $46.5M | 0.08% | −12,871−5.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 210,149 | $44.9M | 1.04% | −69,757−24.9% | Reduced |
| UniSuper Management Pty Ltd | 209,727 | $44.8M | 0.29% | −14,256−6.4% | Reduced |
| Guinness Asset Management LTD | 209,699 | $44.1M | 0.76% | −138,416−39.8% | Reduced |
| Utah Retirement Systems | 204,137 | $43.6M | 0.45% | −5,899−2.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 201,700 | $43.1M | 1.52% | −70,000−25.8% | Reduced |
| New York Life Investment Management LLC | 200,246 | $42.8M | 0.36% | +13,345+7.1% | Added |
| Coldstream Capital Management Inc | 197,856 | $42.3M | 0.52% | −21,640−9.9% | Reduced |
| Groupe la Francaise | 194,794 | $41.6M | 0.58% | +133,024+215.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 193,122 | $41.3M | 0.35% | +869+0.5% | Added |
| Quadrature Capital Ltd | 191,901 | $41.0M | 0.49% | +191,901 | New |
| Tudor Investment Corp Et Al | 188,579 | $40.3M | 0.22% | +188,579 | New |
| Wealthfront Advisers LLC | 186,183 | $39.8M | 0.09% | +34,811+23.0% | Added |
| McGuire Investment Group, LLC | 186,014 | $39.7M | 4.49% | −68,066−26.8% | Reduced |
| Harvest Fund Management Co., Ltd | 184,149 | $39.3M | 1.67% | +27,698+17.7% | Added |
| Natixis | 183,670 | $39.2M | 0.16% | +170,173+1,260.8% | Added |
| AIA Group Ltd | 181,890 | $38.9M | 0.56% | −79,982−30.5% | Reduced |
| Andra AP-fonden | 178,739 | $38.2M | 0.48% | −284,061−61.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 177,832 | $38.0M | 1.82% | −74,846−29.6% | Reduced |
| Nomura Holdings Inc | 177,674 | $38.0M | 0.32% | −130,148−42.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 177,370 | $37.9M | 0.31% | +8,851+5.3% | Added |
| Whittier Trust Co | 170,604 | $37.6M | 0.42% | +114,183+202.4% | Added |
| Hamilton Capital Partners Inc. | 175,415 | $37.5M | 1.26% | +175,415 | New |
| Ardmore Road Asset Management LP | 175,000 | $37.4M | 2.46% | +175,000 | New |
| Dana Investment Advisors, Inc. | 173,368 | $37.0M | 1.10% | −36,689−17.5% | Reduced |
| British Columbia Investment Management Corp | 173,110 | $37.0M | 0.22% | −50,657−22.6% | Reduced |
| Clear Street Group Inc. | 171,634 | $36.9M | 0.21% | +100,775+142.2% | Added |
| Ethic Inc. | 171,923 | $36.7M | 0.58% | −11,613−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 170,513 | $36.4M | 0.09% | +2,168+1.3% | Added |
| Vinva Investment Management Ltd | 182,047 | $36.4M | 0.45% | +182,047 | New |
| Junto Capital Management LP | 166,072 | $35.5M | 0.75% | +166,072 | New |
| Fiera Capital Corp | 165,211 | $35.3M | 0.12% | −140,429−45.9% | Reduced |
| Advisory Services Network, LLC | 165,125 | $35.3M | 0.47% | −1,179−0.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 164,243 | $35.1M | 4.98% | −450.0% | Reduced |
| Heron Bay Capital Management | 162,121 | $34.6M | 3.19% | +80,609+98.9% | Added |
| Braun Stacey Associates Inc | 160,780 | $34.4M | 1.14% | −2,567−1.6% | Reduced |
| Baker Avenue Asset Management, LP | 160,754 | $34.3M | 0.78% | −16,221−9.2% | Reduced |
| Harbor Island Capital LLC | 159,785 | $34.1M | 12.68% | −41,178−20.5% | Reduced |
| GWM Advisors LLC | 158,809 | $33.9M | 0.12% | −605−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 158,556 | $33.9M | 0.11% | +37,825+31.3% | Added |
| Schonfeld Strategic Advisors LLC | 157,030 | $33.6M | 0.27% | +151,886+2,952.7% | Added |
| Foster Victor Wealth Advisors, LLC | 123,034 | $33.5M | 1.92% | −27,397−18.2% | Reduced |
| Kestra Advisory Services, LLC | 156,704 | $33.5M | 0.13% | +1,454+0.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 156,323 | $33.4M | 0.26% | +156,323 | New |
| Renaissance Group LLC | 154,744 | $33.1M | 1.38% | −58,038−27.3% | Reduced |
| Mutual of America Capital Management LLC | 153,418 | $32.8M | 0.37% | −2,597−1.7% | Reduced |
| Vident Advisory, LLC | 152,477 | $32.6M | 0.28% | +831+0.5% | Added |
| Woodline Partners LP | 151,677 | $32.4M | 0.12% | +15,954+11.8% | Added |
| Generate Investment Management Ltd | 151,334 | $32.3M | 1.59% | +60,964+67.5% | Added |
| Profund Advisors LLC | 150,720 | $32.2M | 1.18% | −35,193−18.9% | Reduced |
| Investment Management Corp of Ontario | 149,078 | $31.9M | 0.41% | +29,260+24.4% | Added |
| Kempen Capital Management N.V. | 148,761 | $31.8M | 0.28% | −49,664−25.0% | Reduced |
| Louisiana State Employees Retirement System | 145,600 | $31.1M | 0.55% | −2,600−1.8% | Reduced |
| Steel Peak Wealth Management LLC | 144,006 | $30.8M | 0.97% | −71,821−33.3% | Reduced |
| Gradient Investments LLC | 143,796 | $30.7M | 0.48% | −24,314−14.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 143,315 | $30.6M | 0.28% | +1,496+1.1% | Added |
| Capitolis Liquid Global Markets LLC | 143,246 | $30.6M | 0.19% | +143,246 | New |
| Kepler Cheuvreux (Suisse) SA | 143,120 | $30.6M | 2.03% | −23,632−14.2% | Reduced |
| Oregon Public Employees Retirement Fund | 142,986 | $30.6M | 0.40% | −870−0.6% | Reduced |
| Kames Capital plc | 141,982 | $30.3M | 0.40% | −72,711−33.9% | Reduced |
| Covington Investment Advisors Inc. | 141,539 | $30.2M | 4.44% | −11,065−7.3% | Reduced |
| OP Asset Management Ltd | 140,224 | $30.0M | 0.31% | −45,903−24.7% | Reduced |
| Tairen Capital Ltd | 140,039 | $29.9M | 3.24% | +140,039 | New |
| Crossmark Global Holdings, Inc. | 139,353 | $29.8M | 0.44% | +7,663+5.8% | Added |
| Aptus Capital Advisors, LLC | 138,368 | $29.6M | 0.25% | −166,306−54.6% | Reduced |
| Jain Global LLC | 138,296 | $29.5M | 0.38% | +68,786+99.0% | Added |
| Great Lakes Advisors, LLC | 136,905 | $29.3M | 0.24% | +13,269+10.7% | Added |
| Groupama Asset Managment | 136,822 | $29.2M | 0.43% | +21,749+18.9% | Added |
| Mizuho Markets Americas LLC | 135,661 | $29.0M | 0.80% | +1,661+1.2% | Added |
| Yousif Capital Management, LLC | 135,065 | $28.9M | 0.34% | −5,181−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 134,889 | $28.8M | 0.37% | −2,342−1.7% | Reduced |
| Exchange Traded Concepts, LLC | 134,615 | $28.8M | 0.22% | +51,308+61.6% | Added |
| Gateway Investment Advisers LLC | 131,491 | $28.1M | 0.31% | +28,402+27.6% | Added |
| Benjamin Edwards Inc | 130,935 | $28.0M | 0.28% | −3,664−2.7% | Reduced |
| 1832 Asset Management L.P. | 130,879 | $28.0M | 0.04% | −1,007,744−88.5% | Reduced |
| Motley Fool Asset Management LLC | 130,315 | $27.8M | 1.20% | −3,132−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 129,764 | $27.7M | 0.14% | +12,369+10.5% | Added |
| Life Cycle Investment Partners Ltd | 129,568 | $27.7M | 0.18% | +129,568 | New |
| MML Investors Services, LLC | 128,955 | $27.6M | 0.08% | −68,844−34.8% | Reduced |
| Allworth Financial LP | 128,188 | $27.4M | 0.11% | +46,830+57.6% | Added |
| Global X Japan Co., Ltd. | 128,008 | $27.4M | 1.41% | +8,023+6.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 126,497 | $27.0M | 0.77% | +1,917+1.5% | Added |
| Abn Amro Investment Solutions | 124,804 | $26.7M | 0.35% | +157+0.1% | Added |
| ASR Vermogensbeheer N.V. | 124,686 | $26.6M | 0.31% | +2,154+1.8% | Added |
| Sanctuary Advisors, LLC | 124,450 | $26.6M | 0.14% | +2,246+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 123,979 | $26.5M | 0.50% | +123,979 | New |
| Nemes Rush Group LLC | 123,557 | $26.4M | 2.51% | −28,605−18.8% | Reduced |
| State of Alaska, Department of Revenue | 123,533 | $26.4M | 0.29% | −720−0.6% | Reduced |