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; 3,142 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, Q2 2026
Institutional positions in Lam Research Corp as of Jun 30, 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
- 3,142
- +522 vs. Q1 2026
- Shares held
- 1.08B
- +46.1M (+4.5%) vs. Q1 2026
- Total value
- $463.5B
- +$244.3B (+111.4%) vs. Q1 2026
- New holders
- 618
- 1,077 more added
- Sold out
- 96
- 1,177 more reduced
32 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 3,142 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 132,727,776 | $57.5B | 0.86% | −124,544−0.1% | Reduced |
| Vanguard Capital Management LLC | 81,683,639 | $35.4B | 0.76% | +527,895+0.7% | Added |
| State Street Corp | 60,704,130 | $26.3B | 0.78% | +1,545,830+2.6% | Added |
| Invesco Ltd. | 52,319,973 | $22.7B | 1.79% | +1,855,654+3.7% | Added |
| JPMorgan Chase & Co | 45,317,479 | $18.6B | 1.09% | +12,604,546+38.5% | Added |
| Vanguard Portfolio Management LLC | 36,635,534 | $15.9B | 0.72% | −425,429−1.1% | Reduced |
| Geode Capital Management, LLC | 34,506,240 | $14.9B | 0.80% | −669,686−1.9% | Reduced |
| FMR LLC | 33,677,858 | $14.6B | 0.63% | +103,016+0.3% | Added |
| Price T Rowe Associates Inc | 24,596,295 | $10.7B | 1.07% | +11,356,938+85.8% | Added |
| Morgan Stanley | 19,217,787 | $8.33B | 0.44% | +246,665+1.3% | Added |
| Norges Bank | 18,123,399 | $7.85B | 0.78% | +18,123,399 | New |
| Ameriprise Financial Inc | 17,334,906 | $7.51B | 1.52% | −3,453,224−16.6% | Reduced |
| Northern Trust Corp | 14,014,491 | $6.07B | 0.71% | −174,860−1.2% | Reduced |
| Franklin Resources Inc | 13,065,549 | $5.66B | 1.23% | +1,272,030+10.8% | Added |
| Goldman Sachs Group Inc | 12,724,387 | $5.51B | 0.58% | +2,246,660+21.4% | Added |
| UBS Asset Management Americas Inc | 12,514,990 | $5.42B | 0.99% | −909,026−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,269,198 | $5.32B | 2.36% | −910,620−6.9% | Reduced |
| Bank of America Corp | 11,244,147 | $4.87B | 0.31% | +584,489+5.5% | Added |
| Van Eck Associates Corp | 11,089,395 | $4.81B | 2.93% | +8,922,854+411.8% | Added |
| Legal & General Group Plc | 10,373,392 | $4.50B | 0.94% | −677,520−6.1% | Reduced |
| Jupiter Topco LLC | 9,884,116 | $4.28B | 1.75% | +9,884,116 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 9,441,603 | $4.09B | 8.41% | −601,902−6.0% | Reduced |
| Amundi | 9,426,153 | $4.08B | 0.98% | −721,326−7.1% | Reduced |
| Nuveen, LLC | 9,226,979 | $4.00B | 0.95% | −1,779,648−16.2% | Reduced |
| Bank of New York Mellon Corp | 8,717,571 | $3.78B | 0.62% | −214,867−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 7,698,872 | $3.34B | 0.44% | −69,024−0.9% | Reduced |
| UBS Group AG | 7,688,281 | $3.33B | 0.53% | +1,161,848+17.8% | Added |
| Wells Fargo & Company | 7,313,492 | $3.17B | 0.55% | +2,171,708+42.2% | Added |
| Vanguard Fiduciary Trust Co | 7,186,297 | $3.11B | 0.69% | −20,876−0.3% | Reduced |
| Dimensional Fund Advisors LP | 5,956,458 | $2.58B | 0.47% | −356,158−5.6% | Reduced |
| Barclays PLC | 5,764,785 | $2.50B | 0.79% | +99,053+1.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,464,726 | $2.37B | 5.34% | −1,439,480−20.8% | Reduced |
| Nordea Investment Management AB | 4,966,479 | $2.14B | 1.75% | −1,223,210−19.8% | Reduced |
| Swedbank AB | 4,649,445 | $2.01B | 1.74% | +1,060,858+29.6% | Added |
| Deutsche Bank AG | 4,390,915 | $1.90B | 0.55% | −108,365−2.4% | Reduced |
| Citigroup Inc | 4,210,122 | $1.82B | 0.85% | +601,656+16.7% | Added |
| HSBC Holdings PLC | 3,992,454 | $1.73B | 0.83% | +601,265+17.7% | Added |
| Voya Investment Management LLC | 3,800,281 | $1.65B | 1.42% | −182,005−4.6% | Reduced |
| California Public Employees Retirement System | 3,648,551 | $1.58B | 0.89% | −2,222,348−37.9% | Reduced |
| First Trust Advisors LP | 3,617,460 | $1.57B | 0.92% | −608,094−14.4% | Reduced |
| Canada Pension Plan Investment Board | 3,559,222 | $1.54B | 0.85% | +711,724+25.0% | Added |
| Jennison Associates LLC | 3,526,442 | $1.53B | 0.92% | +153,136+4.5% | Added |
| Swiss National Bank | 3,522,000 | $1.53B | 0.80% | −164,200−4.5% | Reduced |
| AQR Capital Management LLC | 3,485,364 | $1.51B | 0.53% | +33,301+1.0% | Added |
| American Century Companies Inc | 3,447,645 | $1.49B | 0.66% | +164,900+5.0% | Added |
| National Pension Service | 3,362,878 | $1.46B | 0.94% | −1,732−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,312,931 | $1.44B | 0.80% | +145,071+4.6% | Added |
| Royal Bank of Canada | 3,164,348 | $1.37B | 0.23% | +117,841+3.9% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,163,495 | $1.37B | 5.72% | −736,944−18.9% | Reduced |
| SG Americas Securities, LLC | 3,105,123 | $1.35B | 0.77% | +2,018,759+185.8% | Added |
| Alkeon Capital Management LLC | 3,050,456 | $1.32B | 5.10% | −850,000−21.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,000,953 | $1.30B | 0.74% | −98,360−3.2% | Reduced |
| Envestnet Asset Management Inc | 2,958,917 | $1.28B | 0.30% | +99,166+3.5% | Added |
| BNP Paribas Arbitrage, SA | 2,869,530 | $1.24B | 0.65% | +602,668+26.6% | Added |
| Rafferty Asset Management, LLC | 2,774,672 | $1.20B | 2.74% | +989,215+55.4% | Added |
| Allianz Asset Management GmbH | 2,746,179 | $1.19B | 1.10% | −211,640−7.2% | Reduced |
| TD Asset Management Inc | 2,721,682 | $1.18B | 1.02% | −335,192−11.0% | Reduced |
| Vanguard Global Advisers, LLC | 2,705,819 | $1.17B | 0.55% | −35,013−1.3% | Reduced |
| Pictet Asset Management Holding SA | 2,652,682 | $1.15B | 1.10% | −252,680−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,646,799 | $1.15B | 0.57% | +6,890+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,491,039 | $1.08B | 1.08% | −953,100−27.7% | Reduced |
| Bank of Montreal | 2,447,595 | $1.06B | 0.39% | +425,619+21.0% | Added |
| Vanguard Asset Management, Ltd | 2,439,339 | $1.06B | 0.71% | +256,424+11.7% | Added |
| Polar Capital Holdings Plc | 2,358,946 | $1.02B | 2.90% | +445,455+23.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,337,161 | $1.01B | 0.80% | +93,238+4.2% | Added |
| Rhumbline Advisers | 2,271,281 | $984.2M | 0.74% | −25,869−1.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,158,692 | $927.2M | 2.40% | −53,163−2.4% | Reduced |
| Acadian Asset Management LLC | 2,090,516 | $905.8M | 1.08% | −901,366−30.1% | Reduced |
| Oaktop Capital Management II, L.P. | 2,061,054 | $893.1M | 38.00% | −188,340−8.4% | Reduced |
| Russell Investments Group, Ltd. | 2,054,067 | $882.0M | 0.77% | −90,022−4.2% | Reduced |
| Principal Financial Group Inc | 1,924,829 | $834.1M | 0.41% | +85,089+4.6% | Added |
| California State Teachers Retirement System | 1,895,716 | $821.5M | 0.76% | −27,226−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,835,997 | $795.6M | 0.98% | −224,778−10.9% | Reduced |
| Truist Financial Corp | 1,725,883 | $747.9M | 0.90% | +13,343+0.8% | Added |
| Capital Research Global Investors | 1,702,812 | $737.8M | 0.10% | −901,671−34.6% | Reduced |
| Nomura Asset Management International Inc. | 1,670,147 | $723.7M | 1.09% | +1,651,228+8,727.9% | Added |
| Colony Group, LLC | 1,642,921 | $711.8M | 0.73% | −882,768−35.0% | Reduced |
| KBC Group NV | 1,610,743 | $698.0M | 1.51% | +50,329+3.2% | Added |
| Bank of Nova Scotia | 1,598,917 | $692.9M | 1.05% | +659,434+70.2% | Added |
| Mackenzie Financial Corp | 1,582,810 | $685.9M | 0.69% | −34,542−2.1% | Reduced |
| Neuberger Berman Group LLC | 1,580,708 | $685.0M | 0.46% | +117,662+8.0% | Added |
| Lord, Abbett & Co. LLC | 1,553,975 | $673.4M | 1.93% | +2,946+0.2% | Added |
| Raymond James Financial Inc | 1,550,110 | $671.7M | 0.18% | −119,116−7.1% | Reduced |
| LPL Financial LLC | 1,543,253 | $668.7M | 0.15% | +60,611+4.1% | Added |
| ProShare Advisors LLC | 1,530,097 | $663.0M | 0.96% | −431,649−22.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,490,242 | $645.8M | 1.23% | +229,836+18.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,446,858 | $627.0M | 0.89% | +682,595+89.3% | Added |
| National Bank of Canada | 1,446,518 | $626.8M | 0.55% | −1,027,923−41.5% | Reduced |
| Citadel Advisors LLC | 1,420,975 | $615.8M | 0.35% | +306,243+27.5% | Added |
| Victory Capital Management Inc | 1,412,598 | $612.1M | 0.34% | −106,313−7.0% | Reduced |
| Alliancebernstein L.P. | 2,856,424 | $610.3M | 0.22% | −109,954−3.7% | Reduced |
| Schroder Investment Management Group | 1,403,422 | $608.1M | 0.43% | −178,945−11.3% | Reduced |
| Prudential Financial Inc | 1,399,209 | $606.3M | 0.66% | −321,622−18.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,353,418 | $586.5M | 0.90% | −75,813−5.3% | Reduced |
| Susquehanna International Group, LLP | 1,343,503 | $582.2M | 0.52% | +424,728+46.2% | Added |
| New York State Common Retirement Fund | 1,331,786 | $577.1M | 0.73% | −89,100−6.3% | Reduced |
| Bessemer Group Inc | 1,330,815 | $576.7M | 0.79% | +536,711+67.6% | Added |
| Anther Capital Ltd | 1,254,487 | $543.6M | 13.92% | +741,080+144.3% | Added |
| Massachusetts Financial Services Co | 1,218,684 | $540.3M | 0.17% | −2,090,837−63.2% | Reduced |
| Wellington Management Group LLP | 1,215,581 | $526.7M | 0.09% | +904,824+291.2% | Added |