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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc, | 37,146 | $7.94M | 0.38% | −598−1.6% | Reduced |
| Umpqua Bank | 37,073 | $7.92M | 2.26% | −2,447−6.2% | Reduced |
| Cetera Trust Company, N.A | 36,760 | $7.85M | 4.44% | −3,150−7.9% | Reduced |
| Loomis Sayles & Co L P | 36,730 | $7.85M | 0.01% | +27,324+290.5% | Added |
| Fred Alger Management, LLC | 36,639 | $7.84M | 0.03% | −2,842−7.2% | Reduced |
| Cornerstone Wealth Group, LLC | 30,282 | $7.82M | 0.50% | −1,729−5.4% | Reduced |
| Seizert Capital Partners, LLC | 36,594 | $7.82M | 0.36% | −10,583−22.4% | Reduced |
| North Dakota State Investment Board | 36,382 | $7.77M | 0.34% | −7,482−17.1% | Reduced |
| Brown Advisory Inc | 36,237 | $7.74M | 0.01% | −183−0.5% | Reduced |
| Acumen Wealth Advisors, LLC | 36,185 | $7.74M | 2.08% | −14,866−29.1% | Reduced |
| Qsemble Capital Management, LP | 36,163 | $7.73M | 0.59% | +33,765+1,408.0% | Added |
| Birchview Capital, LP | 36,000 | $7.69M | 4.38% | −4,329−10.7% | Reduced |
| Summit Financial, LLC | 35,956 | $7.69M | 0.10% | +4,542+14.5% | Added |
| GAMMA Investing LLC | 35,837 | $7.66M | 0.36% | +2,643+8.0% | Added |
| L & S Advisors Inc | 35,789 | $7.65M | 0.96% | −19,477−35.2% | Reduced |
| Diversified Trust Co | 35,630 | $7.61M | 0.14% | +718+2.1% | Added |
| Callan Family Office, LLC | 35,615 | $7.61M | 0.17% | −170.0% | Reduced |
| XTX Topco Ltd | 35,392 | $7.56M | 0.13% | +24,741+232.3% | Added |
| Princeton Global Asset Management LLC | 35,290 | $7.54M | 1.23% | +869+2.5% | Added |
| Landscape Capital Management, L.L.C. | 34,972 | $7.47M | 0.47% | +12,175+53.4% | Added |
| Algert Global LLC | 34,965 | $7.47M | 0.11% | −16,070−31.5% | Reduced |
| Catalytic Wealth RIA, LLC | 34,807 | $7.44M | 0.31% | −1,413−3.9% | Reduced |
| Mill Capital Management, LLC | 34,650 | $7.40M | 0.56% | −500−1.4% | Reduced |
| Navellier & Associates Inc | 34,610 | $7.39M | 0.77% | +100.0% | Added |
| Cypress Capital Group | 34,573 | $7.39M | 0.83% | −345−1.0% | Reduced |
| MUFG Securities Americas Inc. | 34,547 | $7.38M | 0.48% | +709+2.1% | Added |
| Krilogy Financial LLC | 28,111 | $7.34M | 0.24% | +4,584+19.5% | Added |
| Mather Group, LLC. | 34,226 | $7.31M | 0.07% | −3,105−8.3% | Reduced |
| Securian Asset Management, Inc | 33,877 | $7.24M | 0.29% | −276−0.8% | Reduced |
| RSM US Wealth Management LLC | 33,551 | $7.24M | 0.09% | +230+0.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 33,817 | $7.23M | 1.22% | +33,817 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $7.19M | 0.49% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 33,115 | $7.08M | 2.29% | +15,392+86.8% | Added |
| Primoris Wealth Advisors, LLC | 33,072 | $7.07M | 4.95% | 00.0% | Unchanged |
| We Are One Seven, LLC | 32,816 | $7.01M | 0.14% | −381−1.1% | Reduced |
| Bokf, NA | 32,659 | $6.98M | 0.11% | −11,002−25.2% | Reduced |
| Webster Bank, N. A. | 32,591 | $6.96M | 0.66% | +497+1.5% | Added |
| Laurion Capital Management LP | 32,396 | $6.92M | 0.65% | +32,396 | New |
| American Trust Investment Advisors, LLC | 32,133 | $6.87M | 3.79% | −15,011−31.8% | Reduced |
| Signaturefd, LLC | 31,988 | $6.83M | 0.10% | +1,298+4.2% | Added |
| BDF-Gestion | 31,962 | $6.83M | 0.92% | +7,264+29.4% | Added |
| Spear Advisors LLC | 31,887 | $6.81M | 5.07% | +31,887 | New |
| Commonwealth Retirement Investments LLC | 31,746 | $6.78M | 2.10% | −745−2.3% | Reduced |
| Precedent Wealth Partners, LLC | 31,715 | $6.78M | 1.36% | −396−1.2% | Reduced |
| Axecap Investments, LLC | 31,553 | $6.74M | 4.64% | −15,035−32.3% | Reduced |
| Simplicity Wealth,LLC | 31,546 | $6.74M | 0.38% | +557+1.8% | Added |
| Chicago Trust Co NA | 31,486 | $6.73M | 1.08% | −1,636−4.9% | Reduced |
| MV Capital Management, Inc. | 31,319 | $6.69M | 0.66% | −2,035−6.1% | Reduced |
| NWK Group, Inc. | 31,248 | $6.68M | 2.56% | −57−0.2% | Reduced |
| Everence Capital Management Inc | 31,227 | $6.67M | 0.41% | +2,337+8.1% | Added |
| Wahed Invest LLC | 31,214 | $6.67M | 0.87% | −1,842−5.6% | Reduced |
| Tema ETFs LLC | 31,139 | $6.65M | 0.45% | −2,990−8.8% | Reduced |
| Westhampton Capital, LLC | 31,072 | $6.64M | 3.10% | −3,032−8.9% | Reduced |
| Brookstone Capital Management | 31,034 | $6.63M | 0.08% | +10,150+48.6% | Added |
| Proficio Capital Partners LLC | 30,941 | $6.61M | 0.35% | −1,001−3.1% | Reduced |
| DSG Capital Advisors, LLC | 30,890 | $6.60M | 1.06% | −961−3.0% | Reduced |
| First Business Financial Services, Inc. | 30,841 | $6.59M | 0.59% | +3,982+14.8% | Added |
| Moore Capital Management, LP | 30,827 | $6.59M | 0.24% | −28,598−48.1% | Reduced |
| Oak Thistle LLC | 30,749 | $6.57M | 0.64% | +30,749 | New |
| Ravenswood Partners LP | 30,741 | $6.57M | 2.43% | −26,359−46.2% | Reduced |
| Smartleaf Asset Management LLC | 32,736 | $6.54M | 0.24% | +101+0.3% | Added |
| Mainstay Capital Management LLC | 30,596 | $6.54M | 0.50% | +450+1.5% | Added |
| Montag A & Associates Inc | 30,402 | $6.50M | 0.30% | +1,224+4.2% | Added |
| Childress Capital Advisors, LLC | 30,370 | $6.49M | 1.17% | −2,553−7.8% | Reduced |
| First American Trust, FSB | 30,271 | $6.47M | 0.44% | −105−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30,101 | $6.43M | 0.02% | +2,956+10.9% | Added |
| Morningstar Investment Management LLC | 30,005 | $6.41M | 0.40% | −5,115−14.6% | Reduced |
| Alight Capital Management LP | 30,000 | $6.41M | 1.86% | −20,000−40.0% | Reduced |
| Tiptree Advisors, LLC | 30,000 | $6.41M | 3.72% | +30,000 | New |
| Fortem Financial Group, LLC | 29,955 | $6.40M | 1.61% | −1,745−5.5% | Reduced |
| Sciencast Management LP | 29,931 | $6.40M | 0.81% | +28,615+2,174.4% | Added |
| Point72 Asset Management, L.P. | 29,913 | $6.39M | 0.01% | −66,102−68.8% | Reduced |
| LSV Asset Management | 29,905 | $6.39M | 0.01% | −81,599−73.2% | Reduced |
| Stephens Inc | 29,760 | $6.36M | 0.08% | +2,134+7.7% | Added |
| Boston Private Wealth LLC | 29,754 | $6.36M | 0.42% | +2,743+10.2% | Added |
| Mission Wealth Management, LP | 29,740 | $6.35M | 0.13% | −9,402−24.0% | Reduced |
| Hillsdale Investment Management Inc. | 29,660 | $6.34M | 0.17% | +7,920+36.4% | Added |
| Probity Advisors, Inc. | 29,620 | $6.33M | 1.00% | −2,811−8.7% | Reduced |
| Kovack Advisors, Inc. | 29,125 | $6.29M | 0.34% | −1,897−6.1% | Reduced |
| Camarda Financial Advisors, LLC | 29,417 | $6.29M | 3.31% | −10,089−25.5% | Reduced |
| FourThought Financial Partners, LLC | 29,343 | $6.27M | 0.54% | −1,029−3.4% | Reduced |
| Romano Brothers and Company | 29,060 | $6.21M | 0.71% | −275−0.9% | Reduced |
| Quantbot Technologies LP | 28,996 | $6.20M | 0.25% | +28,992+724,800.0% | Added |
| Triasima Portfolio Management inc. | 28,863 | $6.17M | 0.93% | +3,110+12.1% | Added |
| Warren Averett Asset Management, LLC | 28,820 | $6.16M | 0.05% | +5,617+24.2% | Added |
| Azzad Asset Management Inc | 28,790 | $6.15M | 0.62% | −23,713−45.2% | Reduced |
| Polar Asset Management Partners Inc. | 28,548 | $6.10M | 0.14% | −59,191−67.5% | Reduced |
| 180 Wealth Advisors, LLC | 28,490 | $6.09M | 0.69% | +15+0.1% | Added |
| Leavell Investment Management, Inc. | 28,449 | $6.09M | 0.25% | +964+3.5% | Added |
| Empower Advisory Group, LLC | 28,483 | $6.09M | 0.02% | −128−0.4% | Reduced |
| Green Alpha Advisors, LLC | 28,386 | $6.06M | 5.97% | −180−0.6% | Reduced |
| CX Institutional | 28,214 | $6.03M | 0.18% | −1,679−5.6% | Reduced |
| Matthews International Capital Management LLC | 28,135 | $6.01M | 2.44% | +6,030+27.3% | Added |
| Pinnbrook Capital Management LP | 28,100 | $6.00M | 4.90% | +28,100 | New |
| Brown Brothers Harriman & Co | 28,050 | $5.99M | 0.03% | +7,103+33.9% | Added |
| Foster & Motley Inc | 27,734 | $5.93M | 0.31% | −1,539−5.3% | Reduced |
| Brighton Jones LLC | 27,624 | $5.90M | 0.13% | +27,624 | New |
| one8zero8, LLC | 27,540 | $5.88M | 1.31% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 27,447 | $5.87M | 0.03% | +5,956+27.7% | Added |
| Oppenheimer Asset Management Inc. | 27,342 | $5.84M | 0.07% | +12,148+80.0% | Added |