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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 49,552 | $10.6M | 0.36% | −658−1.3% | Reduced |
| Rodgers Brothers Inc. | 49,100 | $10.5M | 1.21% | −1,100−2.2% | Reduced |
| Professional Advisory Services Inc | 49,070 | $10.5M | 1.45% | −18,254−27.1% | Reduced |
| Boothbay Fund Management, LLC | 49,039 | $10.5M | 0.25% | −2,613−5.1% | Reduced |
| Farmers Trust Co | 49,013 | $10.5M | 1.64% | −4,848−9.0% | Reduced |
| Vise Technologies, Inc. | 60,986 | $10.4M | 0.21% | 00.0% | Unchanged |
| Sienna Gestion | 51,734 | $10.4M | 0.68% | −64,086−55.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 48,233 | $10.3M | 0.35% | +7,433+18.2% | Added |
| Plato Investment Management Ltd | 48,095 | $10.3M | 0.69% | −6,202−11.4% | Reduced |
| Strategic Planning Group, LLC | 47,925 | $10.2M | 1.43% | +47,925 | New |
| Northwest Bancshares, Inc. | 47,796 | $10.2M | 2.03% | −5,851−10.9% | Reduced |
| Rheos Capital Works Inc. | 47,500 | $10.1M | 0.68% | −52,000−52.3% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 47,151 | $10.1M | 0.25% | −23,717−33.5% | Reduced |
| Principal Securities, Inc. | 47,086 | $10.1M | 0.15% | −13,166−21.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 46,575 | $9.95M | 0.36% | +46,575 | New |
| Citizens Financial Group Inc | 46,500 | $9.95M | 0.14% | +29,853+179.3% | Added |
| Oppenheimer & Co Inc | 46,528 | $9.94M | 0.12% | −10,560−18.5% | Reduced |
| Capco Asset Management, LLC | 46,471 | $9.93M | 2.71% | −103,089−68.9% | Reduced |
| Black Creek Investment Management Inc. | 46,451 | $9.92M | 0.53% | −31,123−40.1% | Reduced |
| Platinum Investment Management Ltd | 46,439 | $9.92M | 2.50% | −9,406−16.8% | Reduced |
| Saudi Central Bank | 46,362 | $9.91M | 0.21% | +46,362 | New |
| Capital Investment Advisors, LLC | 46,352 | $9.90M | 0.14% | −3,098−6.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,349 | $9.90M | 0.58% | +32,203+227.6% | Added |
| Congress Asset Management Co | 46,281 | $9.89M | 0.07% | +42,478+1,117.0% | Added |
| Caisse des Depots Et Consignations | 46,203 | $9.87M | 0.16% | −9,957−17.7% | Reduced |
| Mubadala Investment Co PJSC | 46,175 | $9.87M | 0.05% | +46,175 | New |
| Independent Advisor Alliance | 46,071 | $9.84M | 0.11% | +2,529+5.8% | Added |
| Evoke Wealth, LLC | 45,948 | $9.83M | 0.18% | −4,184−8.3% | Reduced |
| Keybank National Association | 45,992 | $9.83M | 0.04% | +135+0.3% | Added |
| Pacifica Partners Inc. | 45,912 | $9.81M | 3.26% | −5,419−10.6% | Reduced |
| Scott & Selber, Inc. | 45,886 | $9.80M | 2.53% | −130.0% | Reduced |
| BCJ Capital Management, LLC | 45,861 | $9.80M | 0.52% | −4,551−9.0% | Reduced |
| Avidian Wealth Solutions, LLC | 45,810 | $9.79M | 0.31% | +39,896+674.6% | Added |
| Tokio Marine Asset Management Co Ltd | 45,740 | $9.77M | 0.35% | +1,062+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 45,614 | $9.75M | 0.55% | +19,997+78.1% | Added |
| Calamos Wealth Management LLC | 45,544 | $9.73M | 0.34% | −848−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 45,496 | $9.72M | 0.25% | −62,236−57.8% | Reduced |
| Venture Visionary Partners LLC | 45,454 | $9.71M | 0.32% | −16,305−26.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 45,266 | $9.67M | 0.14% | +19,235+73.9% | Added |
| Metis Global Partners, LLC | 45,219 | $9.66M | 0.24% | −5,404−10.7% | Reduced |
| EFG International AG | 45,073 | $9.63M | 0.21% | −25,706−36.3% | Reduced |
| Empirical Finance, LLC | 45,013 | $9.62M | 0.45% | −106−0.2% | Reduced |
| Grand Alliance Asset Management Ltd | 45,000 | $9.61M | 5.82% | +45,000 | New |
| Oak Associates, Ltd | 44,821 | $9.58M | 0.64% | −10,617−19.2% | Reduced |
| Argent Trust Co | 44,724 | $9.56M | 0.32% | −787−1.7% | Reduced |
| Sitrin Capital Management LLC | 44,532 | $9.53M | 4.77% | −28,874−39.3% | Reduced |
| V-Square Quantitative Management LLC | 44,221 | $9.45M | 1.00% | −185−0.4% | Reduced |
| Eurizon SLJ Capital Ltd | 47,009 | $9.42M | 4.48% | −20,377−30.2% | Reduced |
| Brentview Investment Management LLC | 43,910 | $9.38M | 4.06% | +1,637+3.9% | Added |
| Spirepoint Private Client, LLC | 43,313 | $9.25M | 0.88% | +22,694+110.1% | Added |
| Titan Investment Solutions Ltd | 43,167 | $9.22M | 1.18% | +43,167 | New |
| MASTERINVEST Kapitalanlage GmbH | 43,031 | $9.19M | 0.96% | −2,680−5.9% | Reduced |
| Pincus Capital Management, LP | 42,937 | $9.17M | 6.39% | −35−0.1% | Reduced |
| Perigon Wealth Management, LLC | 42,887 | $9.16M | 0.17% | −1,479−3.3% | Reduced |
| Kinneret Advisory, LLC | 42,834 | $9.16M | 0.87% | −1,899−4.2% | Reduced |
| Cavalier Investments, LLC | 42,878 | $9.16M | 2.36% | −2,581−5.7% | Reduced |
| Knollwood Investment Advisory, LLC | 42,795 | $9.14M | 0.92% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 42,606 | $9.10M | 0.16% | +10,939+34.5% | Added |
| Sanders Morris Harris LLC | 42,420 | $9.06M | 1.44% | +42,420 | New |
| Bleakley Financial Group, LLC | 42,367 | $9.05M | 0.14% | +4,678+12.4% | Added |
| Martingale Asset Management L P | 42,268 | $9.03M | 0.23% | −6,893−14.0% | Reduced |
| CCM Investment Advisers LLC | 42,198 | $9.02M | 0.86% | −1,722−3.9% | Reduced |
| CSM Advisors, LLC | 41,901 | $8.95M | 0.22% | +41,901 | New |
| Quadrant Capital Group LLC | 41,822 | $8.94M | 0.27% | +948+2.3% | Added |
| Wealthcare Advisory Partners LLC | 41,775 | $8.93M | 0.17% | −416−1.0% | Reduced |
| Genus Capital Management Inc. | 41,558 | $8.88M | 1.02% | −44,112−51.5% | Reduced |
| Progressive Investment Management Corp | 41,530 | $8.87M | 2.34% | −26−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 41,477 | $8.87M | 0.43% | −12,563−23.2% | Reduced |
| Weiss Asset Management LP | 41,421 | $8.85M | 0.16% | −10,599−20.4% | Reduced |
| Silvercrest Asset Management Group LLC | 41,347 | $8.83M | 0.06% | −53,255−56.3% | Reduced |
| Meeder Advisory Services, Inc. | 41,126 | $8.79M | 0.37% | +1,779+4.5% | Added |
| Prime Capital Investment Advisors, LLC | 41,016 | $8.76M | 0.10% | −3,163−7.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 41,000 | $8.76M | 0.74% | +1,000+2.5% | Added |
| Decker Retirement Planning Inc. | 40,599 | $8.67M | 3.93% | +13,463+49.6% | Added |
| Trifecta Capital Advisors, LLC | 40,373 | $8.63M | 1.34% | +535+1.3% | Added |
| Capital Advisors Inc | 40,276 | $8.61M | 0.14% | +1,865+4.9% | Added |
| Clearstead Advisors, LLC | 40,271 | $8.60M | 0.08% | +19,432+93.2% | Added |
| Triglav Skladi, D.O.O. | 40,220 | $8.59M | 0.60% | +35,220+704.4% | Added |
| Evolve Private Wealth, LLC | 40,000 | $8.55M | 0.46% | −1,550−3.7% | Reduced |
| Artemis Wealth Advisors, LLC | 40,000 | $8.54M | 1.29% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 39,958 | $8.54M | 0.13% | −174−0.4% | Reduced |
| Intrust Bank NA | 39,872 | $8.52M | 0.69% | +588+1.5% | Added |
| Apollon Wealth Management, LLC | 39,856 | $8.52M | 0.14% | −688−1.7% | Reduced |
| Ibex Wealth Advisors | 39,856 | $8.52M | 0.79% | +22,903+135.1% | Added |
| Bailard, Inc. | 39,688 | $8.48M | 0.19% | −5,809−12.8% | Reduced |
| Chapin Davis, Inc. | 39,457 | $8.43M | 1.88% | +39,457 | New |
| First National Trust Co | 39,451 | $8.43M | 0.29% | +39,451 | New |
| Nikulski Financial, Inc. | 39,257 | $8.39M | 2.07% | −2,561−6.1% | Reduced |
| Glass Wealth Management Co LLC | 39,193 | $8.37M | 3.24% | +599+1.6% | Added |
| Charter Trust Co | 39,032 | $8.34M | 0.49% | −6,774−14.8% | Reduced |
| Midwest Professional Planners, LTD. | 38,722 | $8.27M | 1.95% | −15,868−29.1% | Reduced |
| Blair William & Co | 38,085 | $8.14M | 0.02% | −4,551−10.7% | Reduced |
| Tyro Capital Management LLC | 37,862 | $8.09M | 2.05% | +37,862 | New |
| Synergy Financial Management, LLC | 37,656 | $8.05M | 0.85% | −1,480−3.8% | Reduced |
| Jackson Square Capital, LLC | 37,493 | $8.01M | 1.68% | +11,002+41.5% | Added |
| Meeder Asset Management Inc | 37,383 | $7.99M | 0.46% | +12,574+50.7% | Added |
| Financial Advisory Service, Inc. | 37,347 | $7.98M | 0.50% | −11,216−23.1% | Reduced |
| Monetary Management Group Inc | 37,290 | $7.97M | 1.90% | −1,830−4.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 37,251 | $7.96M | 1.47% | +19,326+107.8% | Added |
| Traynor Capital Management, Inc. | 39,741 | $7.95M | 0.47% | +410+1.0% | Added |