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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 74,985 | $16.0M | 0.31% | −484−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 74,625 | $15.9M | 1.18% | −2,933−3.8% | Reduced |
| Jump Financial, LLC | 74,247 | $15.9M | 0.23% | +29,633+66.4% | Added |
| Private Advisor Group, LLC | 73,419 | $15.7M | 0.07% | −1,856−2.5% | Reduced |
| Rathbone Brothers plc | 73,112 | $15.6M | 0.06% | +66,544+1,013.2% | Added |
| Commerce Bank | 72,575 | $15.5M | 0.08% | +7,108+10.9% | Added |
| Institute for Wealth Management, LLC. | 72,385 | $15.5M | 1.66% | −312−0.4% | Reduced |
| KWMG, LLC | 72,184 | $15.4M | 1.29% | −4,317−5.6% | Reduced |
| Carret Asset Management, LLC | 71,906 | $15.4M | 1.50% | −5,954−7.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 71,781 | $15.3M | 0.58% | +3,500+5.1% | Added |
| Naples Global Advisors, LLC | 71,545 | $15.3M | 1.12% | −4,036−5.3% | Reduced |
| Rench Wealth Management, Inc. | 71,546 | $15.3M | 4.60% | −4,736−6.2% | Reduced |
| Cercano Management LLC | 71,531 | $15.3M | 0.66% | −829−1.1% | Reduced |
| Hartford Investment Management Co | 71,157 | $15.2M | 0.48% | −1,370−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 70,528 | $15.1M | 0.08% | +9,377+15.3% | Added |
| Modera Wealth Management, LLC | 70,011 | $15.0M | 0.18% | −7,164−9.3% | Reduced |
| Voleon Capital Management LP | 70,005 | $15.0M | 0.32% | −109,595−61.0% | Reduced |
| VestGen Advisors, LLC | 51,704 | $15.0M | 0.42% | −9,208−15.1% | Reduced |
| Banque Cantonale Vaudoise | 69,320 | $14.8M | 0.56% | +24,535+54.8% | Added |
| Insight Wealth Strategies, LLC | 69,168 | $14.8M | 1.65% | −16,054−18.8% | Reduced |
| Impax Asset Management Group plc | 69,076 | $14.8M | 0.10% | +24,896+56.4% | Added |
| Westerkirk Capital Inc. | 69,020 | $14.7M | 1.59% | −4,300−5.9% | Reduced |
| Integrated Wealth Concepts LLC | 68,788 | $14.7M | 0.12% | +49,278+252.6% | Added |
| Whittier Trust Co of Nevada Inc | 66,579 | $14.7M | 0.30% | +45,902+222.0% | Added |
| Tritonpoint Wealth, LLC | 67,468 | $14.4M | 1.55% | −4,727−6.5% | Reduced |
| Eldred Rock Partners, LLC | 66,962 | $14.3M | 3.64% | −20,655−23.6% | Reduced |
| Pittenger & Anderson Inc | 66,953 | $14.3M | 0.57% | −5,925−8.1% | Reduced |
| Stanley-Laman Group, Ltd. | 65,918 | $14.1M | 1.73% | +533+0.8% | Added |
| Norden Group LLC | 65,808 | $14.1M | 1.35% | +3,048+4.9% | Added |
| Boston Trust Walden Corp | 64,950 | $13.9M | 0.11% | +62,990+3,213.8% | Added |
| King Luther Capital Management Corp | 64,890 | $13.9M | 0.06% | −3,633−5.3% | Reduced |
| Atria Investments LLC | 64,511 | $13.8M | 0.15% | +10,996+20.5% | Added |
| Cullinan Associates Inc | 64,500 | $13.8M | 1.11% | −32,500−33.5% | Reduced |
| Laird Norton Trust Company, LLC | 64,251 | $13.7M | 0.30% | +4,407+7.4% | Added |
| Amica Mutual Insurance Co | 63,912 | $13.7M | 1.17% | 00.0% | Unchanged |
| Paradiem, LLC | 63,418 | $13.5M | 2.98% | −53,072−45.6% | Reduced |
| McBroom & Associates, LLC | 63,412 | $13.5M | 7.55% | −19,207−23.2% | Reduced |
| Westwood Holdings Group Inc. | 63,199 | $13.5M | 0.10% | −3,292−5.0% | Reduced |
| Maryland State Retirement & Pension System | 63,100 | $13.5M | 0.27% | +427+0.7% | Added |
| CAPROCK Group, Inc. | 62,844 | $13.4M | 0.33% | +1,910+3.1% | Added |
| MidFirst Bank | 62,848 | $13.4M | 1.11% | −31,689−33.5% | Reduced |
| First Manhattan Co | 62,214 | $13.3M | 0.04% | −13,459−17.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 62,233 | $13.3M | 0.79% | −47,595−43.3% | Reduced |
| FORA Capital, LLC | 62,052 | $13.3M | 0.97% | +47,747+333.8% | Added |
| Sava Infond d.o.o. | 61,570 | $13.2M | 1.87% | −11,180−15.4% | Reduced |
| TrimTabs Asset Management, LLC | 60,990 | $13.0M | 2.93% | −43,740−41.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 60,848 | $13.0M | 0.99% | +6,361+11.7% | Added |
| La Banque Postale Asset Management SA | 60,788 | $13.0M | 0.18% | +16,546+37.4% | Added |
| Strategic Global Advisors, LLC | 60,719 | $13.0M | 2.07% | −1,469−2.4% | Reduced |
| Valley National Advisers Inc | 60,425 | $12.9M | 1.67% | +104+0.2% | Added |
| KKM Financial LLC | 75,048 | $12.8M | 2.28% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 60,065 | $12.8M | 0.13% | +60,065 | New |
| Vestor Capital, LLC | 59,855 | $12.8M | 0.93% | +59,855 | New |
| Arvest Bank Trust Division | 59,838 | $12.8M | 0.69% | −25,242−29.7% | Reduced |
| Marsico Capital Management LLC | 59,467 | $12.7M | 0.37% | +59,467 | New |
| Factory Mutual Insurance Co | 59,400 | $12.7M | 0.14% | +59,400 | New |
| Marco Investment Management LLC | 59,370 | $12.7M | 0.96% | −500−0.8% | Reduced |
| Umb Bank N A | 59,239 | $12.7M | 0.18% | +754+1.3% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 58,345 | $12.5M | 5.35% | −47,244−44.7% | Reduced |
| New Mexico Educational Retirement Board | 57,830 | $12.4M | 0.38% | 00.0% | Unchanged |
| CenterBook Partners LP | 57,579 | $12.3M | 0.66% | +44,095+327.0% | Added |
| Elemental Capital Partners LLC | 57,485 | $12.3M | 5.23% | +6,183+12.1% | Added |
| Fort Sheridan Advisors LLC | 56,829 | $12.1M | 1.47% | −2,025−3.4% | Reduced |
| Means Investment Co., Inc. | 56,615 | $12.1M | 1.06% | −1,796−3.1% | Reduced |
| Foundations Investment Advisors, LLC | 56,612 | $12.1M | 0.15% | +1,242+2.2% | Added |
| Farther Finance Advisors, LLC | 54,374 | $12.1M | 0.11% | +4,595+9.2% | Added |
| Ameritas Investment Partners, Inc. | 56,319 | $12.0M | 0.37% | −331−0.6% | Reduced |
| Rockline Wealth Management, LLC | 56,132 | $12.0M | 2.61% | −1,923−3.3% | Reduced |
| Apriem Advisors | 56,027 | $12.0M | 1.14% | −35,931−39.1% | Reduced |
| E. Ohman J:or Asset Management AB | 55,921 | $11.9M | 0.32% | −2,270−3.9% | Reduced |
| Riposte Capital LLC | 55,000 | $11.8M | 5.37% | +55,000 | New |
| Horizon Investment Services, LLC | 54,616 | $11.7M | 4.06% | +54,616 | New |
| Danica Pension, Livsforsikringsaktieselskab | 54,606 | $11.7M | 0.22% | +54,606 | New |
| Harbour Capital Advisors, LLC | 43,702 | $11.6M | 2.21% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 53,825 | $11.5M | 0.66% | −2,300−4.1% | Reduced |
| EP Wealth Advisors, LLC | 53,583 | $11.4M | 0.06% | +6,861+14.7% | Added |
| Fisher Funds Management LTD | 53,433 | $11.4M | 0.34% | 00.0% | Unchanged |
| Emerald Investment Advisers, LLC | 53,030 | $11.3M | 1.02% | +53,030 | New |
| Spire Wealth Management | 52,821 | $11.3M | 0.39% | +27,221+106.3% | Added |
| Summit Trail Advisors, LLC | 52,592 | $11.2M | 0.16% | +10,060+23.7% | Added |
| ExodusPoint Capital Management, LP | 52,557 | $11.2M | 0.11% | −30,497−36.7% | Reduced |
| PEAK6 LLC | 52,473 | $11.2M | 0.32% | −37,260−41.5% | Reduced |
| Capital Wealth Planning, LLC | 52,326 | $11.2M | 0.06% | +52,326 | New |
| Ballentine Partners, LLC | 52,288 | $11.2M | 0.16% | +30.0% | Added |
| Copeland Capital Management, LLC | 52,112 | $11.1M | 0.25% | +46,671+857.8% | Added |
| Kingsview Wealth Management, LLC | 51,835 | $11.1M | 0.15% | +757+1.5% | Added |
| Sierra Summit Advisors LLC | 51,715 | $11.0M | 1.61% | −22,165−30.0% | Reduced |
| Greenleaf Trust | 51,474 | $11.0M | 0.11% | −507−1.0% | Reduced |
| BLI - Banque de Luxembourg Investments | 64,000 | $10.9M | 0.33% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 51,195 | $10.9M | 0.16% | −137,297−72.8% | Reduced |
| Stiles Financial Services Inc | 51,136 | $10.9M | 3.34% | −397−0.8% | Reduced |
| Morton Community Bank | 51,101 | $10.9M | 2.37% | −1,410−2.7% | Reduced |
| Convergence Investment Partners, LLC | 50,898 | $10.9M | 1.78% | +11,624+29.6% | Added |
| Himension Fund | 50,858 | $10.9M | 0.83% | +2,469+5.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 50,579 | $10.8M | 0.49% | +380+0.8% | Added |
| River Wealth Advisors LLC | 50,278 | $10.7M | 1.23% | −3,681−6.8% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $10.7M | 0.99% | 00.0% | Unchanged |
| Crown Advisors Management, Inc. | 50,000 | $10.7M | 7.09% | 00.0% | Unchanged |
| LMCG Investments, LLC | 49,748 | $10.6M | 0.63% | −25,284−33.7% | Reduced |
| Johnson Financial Group, Inc. | 49,497 | $10.6M | 0.38% | −6,953−12.3% | Reduced |