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 |
|---|---|---|---|---|---|
| Avanza Fonder AB | 122,023 | $26.1M | 0.72% | +7,710+6.7% | Added |
| Nilsine Partners, LLC | 99,835 | $25.9M | 2.02% | −3,084−3.0% | Reduced |
| Horizon Investments, LLC | 121,136 | $25.9M | 0.29% | +1,258+1.0% | Added |
| Canada Post Corp Registered Pension Plan | 121,126 | $25.9M | 1.03% | −29,900−19.8% | Reduced |
| Norinchukin Bank, The | 120,507 | $25.7M | 0.30% | +3,847+3.3% | Added |
| Marshall Wace, LLP | 118,891 | $25.4M | 0.03% | −261,109−68.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 118,475 | $25.3M | 0.29% | −6,056−4.9% | Reduced |
| Arkadios Wealth Advisors | 118,181 | $25.3M | 0.42% | +6,415+5.7% | Added |
| Hancock Whitney Corp | 115,543 | $25.2M | 0.44% | −8,440−6.8% | Reduced |
| Nearwater Capital Markets, Ltd | 118,000 | $25.2M | 0.59% | −702,000−85.6% | Reduced |
| Allstate Corp | 117,857 | $25.2M | 0.27% | +21,762+22.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,498 | $25.1M | 1.01% | +9,900+9.2% | Added |
| TruWealth Advisors, LLC | 117,008 | $25.0M | 1.20% | +107+0.1% | Added |
| Bamco Inc | 116,670 | $24.9M | 0.08% | +88,641+316.2% | Added |
| GDS Wealth Management | 116,250 | $24.8M | 1.49% | +1,058+0.9% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 116,234 | $24.8M | 1.19% | −281−0.2% | Reduced |
| Manchester Global Management (UK) Ltd | 115,720 | $24.7M | 3.30% | −134,000−53.7% | Reduced |
| Diversify Wealth Management, LLC | 98,581 | $24.5M | 0.44% | +35,747+56.9% | Added |
| E Fund Management Co., Ltd. | 114,396 | $24.4M | 0.73% | +114,396 | New |
| Laffer Tengler Investments | 114,314 | $24.4M | 3.61% | −6,019−5.0% | Reduced |
| HB Wealth Management, LLC | 114,207 | $24.4M | 0.16% | −7,785−6.4% | Reduced |
| First Citizens Bank & Trust Co | 113,479 | $24.2M | 0.51% | +2,316+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 113,081 | $24.2M | 0.13% | −19,410−14.7% | Reduced |
| Engineers Gate Manager LP | 112,881 | $24.1M | 0.30% | +96,454+587.2% | Added |
| Linscomb & Williams, Inc. | 112,828 | $24.1M | 1.07% | −44,870−28.5% | Reduced |
| Baker Ellis Asset Management LLC | 112,622 | $24.1M | 2.86% | −3,850−3.3% | Reduced |
| Merit Financial Group, LLC | 112,136 | $24.0M | 0.18% | +45,715+68.8% | Added |
| Cozad Asset Management Inc | 111,568 | $23.8M | 1.87% | −33,609−23.2% | Reduced |
| Stratos Wealth Partners, LTD. | 111,010 | $23.7M | 0.27% | −1,505−1.3% | Reduced |
| Summit Partners Public Asset Management, LLC | 110,000 | $23.5M | 1.09% | −22,000−16.7% | Reduced |
| Generali Asset Management SPA SGR | 109,176 | $23.3M | 0.49% | −6,236−5.4% | Reduced |
| Winmill & Co. Inc | 109,000 | $23.3M | 6.72% | 00.0% | Unchanged |
| Science & Technology Partners, L.P. | 108,700 | $23.2M | 6.08% | −8,100−6.9% | Reduced |
| Hosking Partners LLP | 106,970 | $22.9M | 0.82% | −31,517−22.8% | Reduced |
| Tower Bridge Advisors | 106,918 | $22.8M | 2.21% | −26,803−20.0% | Reduced |
| Arbejdsmarkedets Tillaegspension | 106,082 | $22.7M | 0.56% | −34,193−24.4% | Reduced |
| Omers Administration Corp | 105,911 | $22.6M | 0.15% | +21,647+25.7% | Added |
| Systematic Alpha Investments, LLC | 104,380 | $22.3M | 0.78% | 00.0% | Unchanged |
| M&T Bank Corp | 104,357 | $22.3M | 0.07% | +9,653+10.2% | Added |
| Terry L. Blaker | 103,767 | $22.2M | 0.84% | −34,231−24.8% | Reduced |
| Miller Capital Partners, Inc. | 102,851 | $22.0M | 10.63% | +4,850+4.9% | Added |
| Jackson Wealth Management, LLC | 102,732 | $21.9M | 2.26% | −2,839−2.7% | Reduced |
| YHB Investment Advisors, Inc. | 102,345 | $21.9M | 1.57% | −7,559−6.9% | Reduced |
| Prudential PLC | 101,829 | $21.8M | 0.17% | +9,525+10.3% | Added |
| Summit Street Capital Management, LLC | 101,481 | $21.7M | 3.07% | −33,706−24.9% | Reduced |
| Compagnie Lombard Odier SCmA | 101,025 | $21.6M | 0.27% | +101,025 | New |
| Violich Capital Management, Inc. | 100,250 | $21.4M | 2.50% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 98,921 | $21.1M | 0.16% | −1,800−1.8% | Reduced |
| Glenview Trust Co | 98,260 | $21.0M | 0.33% | −292−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 97,088 | $20.7M | 0.46% | +32,317+49.9% | Added |
| Zweig-DiMenna Associates LLC | 96,500 | $20.6M | 2.89% | +31,100+47.6% | Added |
| Larson Financial Group LLC | 95,963 | $20.5M | 0.66% | −2,670−2.7% | Reduced |
| Carderock Capital Management Inc | 95,798 | $20.5M | 5.06% | −10,138−9.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 94,976 | $20.3M | 1.53% | +1,403+1.5% | Added |
| Fiduciary Trust Co | 94,142 | $20.1M | 0.24% | −1,670−1.7% | Reduced |
| Midwest Trust Co | 93,222 | $19.9M | 0.25% | −15,297−14.1% | Reduced |
| LMR Partners LLP | 92,706 | $19.8M | 0.18% | +5,490+6.3% | Added |
| Holocene Advisors, LP | 90,709 | $19.4M | 0.05% | −68,615−43.1% | Reduced |
| Advisors Capital Management, LLC | 90,378 | $19.3M | 0.23% | −3,545−3.8% | Reduced |
| Cookson Peirce & Co Inc | 89,986 | $19.2M | 0.81% | +14,873+19.8% | Added |
| Parkwood LLC | 89,631 | $19.2M | 1.70% | −11,881−11.7% | Reduced |
| Moran Wealth Management, LLC | 88,825 | $19.0M | 0.58% | −2,294−2.5% | Reduced |
| Baldwin Investment Management, LLC | 88,594 | $18.9M | 2.21% | −9,540−9.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 88,042 | $18.8M | 5.80% | −5,816−6.2% | Reduced |
| Prospera Financial Services Inc | 86,557 | $18.5M | 0.30% | +25,608+42.0% | Added |
| Banque Pictet & Cie SA | 85,642 | $18.3M | 0.21% | −19,179−18.3% | Reduced |
| Advisors Asset Management, Inc. | 85,356 | $18.2M | 0.30% | −9,339−9.9% | Reduced |
| Verition Fund Management LLC | 85,007 | $18.2M | 0.18% | −51,293−37.6% | Reduced |
| Fusion Capital, LLC | 84,815 | $18.1M | 4.89% | −10,173−10.7% | Reduced |
| Freestone Grove Partners LP | 84,644 | $18.1M | 0.13% | −7,078−7.7% | Reduced |
| NatWest Group plc | 84,461 | $18.0M | 3.90% | +1,076+1.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 84,201 | $18.0M | 0.45% | +4,613+5.8% | Added |
| Picton Mahoney Asset Management | 84,101 | $18.0M | 0.19% | +4,610+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 83,006 | $17.7M | 0.09% | +1,653+2.0% | Added |
| Sterling Capital Management LLC | 82,965 | $17.7M | 0.34% | −6,158−6.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 82,687 | $17.7M | 0.42% | +2,232+2.8% | Added |
| Intech Investment Management LLC | 82,310 | $17.6M | 0.17% | +38,085+86.1% | Added |
| Concurrent Investment Advisors, LLC | 82,201 | $17.6M | 0.19% | +4,466+5.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 81,262 | $17.4M | 1.45% | −6,500−7.4% | Reduced |
| Park Avenue Securities LLC | 80,958 | $17.3M | 0.14% | +80,958 | New |
| Aviance Capital Partners, LLC | 80,652 | $17.2M | 2.02% | −1,263−1.5% | Reduced |
| D.A. Davidson & Co. | 80,443 | $17.2M | 0.10% | −7,648−8.7% | Reduced |
| William Blair Investment Management, LLC | 79,447 | $17.0M | 0.06% | −31,221−28.2% | Reduced |
| Beacon Pointe Advisors, LLC | 78,835 | $16.8M | 0.09% | +16,942+27.4% | Added |
| Brinker Capital Investments, LLC | 78,466 | $16.8M | 0.14% | +2,137+2.8% | Added |
| Blue Sparrow, LLC | 78,200 | $16.7M | 0.29% | +7,800+11.1% | Added |
| M & L Capital Management Ltd | 78,050 | $16.7M | 4.10% | +78,050 | New |
| Vestcor Inc | 77,779 | $16.6M | 0.46% | −1,153−1.5% | Reduced |
| Central Bank & Trust Co | 77,199 | $16.5M | 2.59% | −2,248−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 76,867 | $16.4M | 0.55% | +5,654+7.9% | Added |
| IMC-Chicago, LLC | 76,707 | $16.4M | 0.25% | +76,707 | New |
| NorthCrest Asset Manangement, LLC | 74,917 | $16.4M | 0.51% | +22,959+44.2% | Added |
| Fulcrum Capital LLC | 76,393 | $16.3M | 3.54% | −1,630−2.1% | Reduced |
| MAI Capital Management | 75,848 | $16.2M | 0.09% | +1,841+2.5% | Added |
| United Capital Financial Advisers, LLC | 75,763 | $16.2M | 0.10% | −605−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,637 | $16.2M | 0.28% | +7,861+11.6% | Added |
| J. Safra Sarasin Holding AG | 75,621 | $16.2M | 0.28% | +3,118+4.3% | Added |
| Employees Retirement System of Texas | 75,560 | $16.1M | 0.14% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 75,494 | $16.1M | 0.38% | −15,962−17.5% | Reduced |
| Third Point LLCSuperinvestorThird Point | 75,000 | $16.0M | 0.77% | +75,000 | New |