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
- 2,651
- +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
- 900 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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 27,336 | $5.84M | 0.70% | −3,950−12.6% | Reduced |
| Martin Capital Advisors, LLP | 27,208 | $5.81M | 3.67% | −1,684−5.8% | Reduced |
| Bryn Mawr Trust Co | 26,943 | $5.76M | 0.14% | −383−1.4% | Reduced |
| Conning Inc. | 26,865 | $5.74M | 0.19% | −7,158−21.0% | Reduced |
| Axxcess Wealth Management, LLC | 26,857 | $5.74M | 0.18% | −5,950−18.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,815 | $5.73M | 0.28% | +1,197+4.7% | Added |
| SevenBridge Financial Group, LLC | 21,513 | $5.71M | 0.89% | −210−1.0% | Reduced |
| E&G Advisors, LP | 26,554 | $5.67M | 1.26% | −170−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 26,467 | $5.66M | 0.39% | −3,393−11.4% | Reduced |
| Asio Capital, LLC | 26,229 | $5.60M | 0.79% | −13,783−34.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 26,038 | $5.56M | 2.78% | −15,121−36.7% | Reduced |
| L2 Asset Management, LLC | 26,025 | $5.56M | 0.53% | −1,901−6.8% | Reduced |
| Range Financial Group LLC | 25,938 | $5.54M | 1.86% | +849+3.4% | Added |
| Heritage Trust Co | 25,911 | $5.54M | 0.56% | +1,501+6.1% | Added |
| AssuredPartners Investment Advisors, LLC | 24,980 | $5.51M | 0.60% | +24,980 | New |
| Yarbrough Capital, LLC | 25,732 | $5.50M | 0.19% | 00.0% | Unchanged |
| Savant Capital, LLC | 25,696 | $5.49M | 0.03% | −313−1.2% | Reduced |
| Wood Tarver Financial Group, LLC | 25,661 | $5.48M | 1.51% | 00.0% | Unchanged |
| Resources Management Corp | 25,634 | $5.48M | 0.73% | −2,018−7.3% | Reduced |
| Shoker Investment Counsel, Inc. | 25,621 | $5.47M | 1.63% | −7,980−23.7% | Reduced |
| Night Squared LP | 25,597 | $5.47M | 0.80% | +12,501+95.5% | Added |
| Level Four Advisory Services, LLC | 25,489 | $5.45M | 0.18% | −32,396−56.0% | Reduced |
| Kestra Private Wealth Services, LLC | 25,461 | $5.44M | 0.07% | −5,715−18.3% | Reduced |
| Emmett Investment Management, LP | 24,460 | $5.43M | 4.15% | +910+3.9% | Added |
| Marshall Financial Group LLC | 25,388 | $5.42M | 0.87% | −547−2.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 25,385 | $5.42M | 0.04% | +4,821+23.4% | Added |
| Chilton Investment Co LLC | 25,380 | $5.42M | 0.13% | +16,160+175.3% | Added |
| Secure Asset Management, LLC | 25,117 | $5.37M | 0.85% | −6,887−21.5% | Reduced |
| Aspetuck Financial Management LLC | 25,114 | $5.37M | 3.68% | +40.0% | Added |
| Needham Investment Management LLC | 25,000 | $5.34M | 0.27% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 24,941 | $5.33M | 0.63% | −2,444−8.9% | Reduced |
| Hel Ved Capital Management Ltd | 24,844 | $5.31M | 0.92% | −2,430−8.9% | Reduced |
| Occudo Quantitative Strategies LP | 20,559 | $5.30M | 0.29% | +20,559 | New |
| New Age Alpha Advisors, LLC | 24,809 | $5.30M | 0.25% | +15,758+174.1% | Added |
| Guardian Capital LP | 24,593 | $5.25M | 0.14% | +22,934+1,382.4% | Added |
| Decision Investments, Inc | 24,559 | $5.25M | 5.97% | −1,299−5.0% | Reduced |
| Nicholas Investment Partners, LP | 24,537 | $5.24M | 0.38% | +12,993+112.6% | Added |
| BNP Paribas | 25,370 | $5.19M | 0.17% | +18,510+269.8% | Added |
| Groesbeck Investment Management Corp | 24,083 | $5.15M | 10.02% | −1,087−4.3% | Reduced |
| Noesis Capital Mangement Corp | 24,007 | $5.13M | 0.76% | +4,884+25.5% | Added |
| Loup Funds, LLC | 23,963 | $5.12M | 3.24% | −5,859−19.6% | Reduced |
| Armistice Capital, LLC | 23,952 | $5.12M | 0.17% | +23,952 | New |
| Bay Rivers Group | 23,948 | $5.12M | 2.13% | −670−2.7% | Reduced |
| Buckingham Strategic Partners | 23,853 | $5.09M | 0.05% | +4,946+26.2% | Added |
| Three Seasons Wealth, LLC | 23,704 | $5.07M | 1.94% | +2,608+12.4% | Added |
| LGT Fund Management Co Ltd. | 23,455 | $5.01M | 0.22% | −1,905−7.5% | Reduced |
| Cornerstone Select Advisors, LLC | 23,427 | $5.01M | 3.13% | +520+2.3% | Added |
| TCW Group Inc | 23,356 | $4.99M | 0.04% | +3,611+18.3% | Added |
| Johnson Investment Counsel Inc | 22,970 | $4.91M | 0.04% | +6,713+41.3% | Added |
| WealthShield Partners, LLC | 22,789 | $4.87M | 0.54% | −4,425−16.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 22,750 | $4.86M | 4.17% | +22,750 | New |
| Dakota Wealth Management | 22,733 | $4.86M | 0.11% | −5,998−20.9% | Reduced |
| Harfst & Associates, Inc. | 22,703 | $4.85M | 0.87% | −1,203−5.0% | Reduced |
| MWA Asset Management | 22,679 | $4.85M | 2.65% | −5,224−18.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,297 | $4.84M | 0.44% | +2,250+8.6% | Added |
| Gilliland Jeter Wealth Management LLC | 22,640 | $4.84M | 1.43% | −1,926−7.8% | Reduced |
| ABN AMRO Bank N.V. | 22,530 | $4.83M | 0.05% | +1,043+4.9% | Added |
| Moors & Cabot, Inc. | 22,186 | $4.74M | 0.20% | −1,617−6.8% | Reduced |
| Syon Capital LLC | 22,180 | $4.74M | 0.24% | −2,088−8.6% | Reduced |
| Thoroughbred Financial Services, LLC | 22,117 | $4.72M | 0.28% | −262−1.2% | Reduced |
| Highland Capital Management, LLC | 22,057 | $4.71M | 0.25% | +7,121+47.7% | Added |
| Camden Capital, LLC | 22,011 | $4.70M | 0.31% | +1,103+5.3% | Added |
| Morse Asset Management, Inc | 22,010 | $4.70M | 0.98% | +880+4.2% | Added |
| Joseph Group Capital Management | 21,994 | $4.70M | 1.17% | −23,507−51.7% | Reduced |
| Phraction Management LLC | 21,974 | $4.69M | 1.22% | −500−2.2% | Reduced |
| Sigma Planning Corp | 21,973 | $4.69M | 0.13% | −4,260−16.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,941 | $4.69M | 0.45% | −20,484−48.3% | Reduced |
| Independent Financial Group, LLC | 21,888 | $4.68M | 0.10% | +2,387+12.2% | Added |
| Socorro Asset Management LP | 21,809 | $4.66M | 2.11% | −20,735−48.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 21,700 | $4.64M | 0.50% | −1,400−6.1% | Reduced |
| Winton Group Ltd | 21,628 | $4.62M | 0.16% | +21,628 | New |
| Ellsworth Advisors, LLC | 21,496 | $4.59M | 0.86% | −1,463−6.4% | Reduced |
| Platform Technology Partners | 21,477 | $4.59M | 0.89% | +217+1.0% | Added |
| IHT Wealth Management, LLC | 21,422 | $4.58M | 0.11% | −885−4.0% | Reduced |
| Cary Street Partners Financial LLC | 21,420 | $4.58M | 0.11% | −2,094−8.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 21,417 | $4.58M | 0.16% | −31,348−59.4% | Reduced |
| Liontrust Investment Partners LLP | 21,373 | $4.57M | 0.08% | −16,178−43.1% | Reduced |
| Buckhead Capital Management LLC | 21,340 | $4.56M | 1.72% | −990−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 17,107 | $4.54M | 0.10% | +171+1.0% | Added |
| Compass Capital Corp | 15,957 | $4.54M | 1.62% | −3,611−18.5% | Reduced |
| Western Financial Corp | 21,159 | $4.52M | 1.77% | +13,851+189.5% | Added |
| Aaron Wealth Advisors | 21,153 | $4.52M | 0.26% | −5,285−20.0% | Reduced |
| Silvant Capital Management LLC | 21,127 | $4.51M | 0.16% | −3,922−15.7% | Reduced |
| Harbor Capital Advisors, Inc. | 21,116 | $4.51M | 0.37% | +1,870+9.7% | Added |
| Pensionmark Financial Group, LLC | 21,055 | $4.50M | 0.07% | +4,847+29.9% | Added |
| Keudell/Morrison Wealth Management | 20,933 | $4.47M | 0.91% | +180+0.9% | Added |
| Private Advisory Group LLC | 20,928 | $4.47M | 0.31% | +3,182+17.9% | Added |
| CoreCap Advisors, LLC | 20,867 | $4.46M | 0.15% | −5,724−21.5% | Reduced |
| Leuthold Group, LLC | 20,757 | $4.43M | 0.47% | +20,757 | New |
| ICICI Prudential Asset Management Co Ltd | 20,695 | $4.42M | 0.53% | +537+2.7% | Added |
| Central Trust Co | 20,690 | $4.42M | 0.09% | −1,200−5.5% | Reduced |
| Gradient Capital Advisors, LLC | 20,607 | $4.40M | 1.14% | −750−3.5% | Reduced |
| Parallel Advisors, LLC | 20,591 | $4.40M | 0.08% | +1,461+7.6% | Added |
| Benchmark Investment Advisors LLC | 20,589 | $4.40M | 2.56% | +20,589 | New |
| Wakefield Asset Management LLLP | 20,580 | $4.40M | 1.17% | −6,803−24.8% | Reduced |
| Ascent Group, LLC | 20,566 | $4.39M | 0.15% | −2,802−12.0% | Reduced |
| Albert D Mason Inc | 20,501 | $4.38M | 2.84% | +49+0.2% | Added |
| Wedmont Private Capital | 17,485 | $4.31M | 0.14% | −8,522−32.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,159 | $4.31M | 0.29% | +337+1.7% | Added |
| Viking Fund Management LLC | 20,000 | $4.27M | 0.44% | −20,000−50.0% | Reduced |