Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Lam Research Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of LRCX: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,652313,143+522
Shares1.04B9.90M1.08B+46.1M (+4.5%)
Value$221.3B$2.11B$463.5B+$244.3B (+111.4%)

31 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (618)

Institutions that held Lam Research Corp at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 618 by value.

Institutions new to LRCX in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank18,123,399$7.85B0.78%
Jupiter Topco LLC9,884,116$4.28B1.75%
WT Asset Management Ltd493,233$213.7M4.23%
Nykredit A/S442,227$191.6M0.73%
Dorsal Capital Management, LLC400,000$173.3M6.24%
Altimeter Capital Management, LPSuperinvestorAltimeter Capital394,080$170.8M1.74%
Palestra Capital Management LLC388,886$168.5M5.71%
Westfield Capital Management Co LP285,614$123.8M0.40%
CloudAlpha Capital Management Limited/Hong Kong271,100$117.5M11.60%
Capital World Investors259,513$112.5M0.01%
Think Investments LP142,800$61.9M7.63%
Harvest Portfolios Group Inc.115,142$49.9M0.70%
BSN Capital Partners Ltd133,172$49.8M2.25%
Allen Investment Management LLC92,737$40.2M0.48%
Oak Ridge Investments LLC75,060$32.5M1.84%
11 Capital Partners LP65,290$28.3M8.29%
Proem Advisors LLC65,000$28.2M5.79%
NS Partners Ltd63,560$27.5M1.18%
Monolith Management Ltd57,100$24.7M14.91%
Nishkama Capital, LLC52,980$23.0M2.59%
E20 Capital Ltd51,894$22.5M1.81%
Maytus Capital Management, LLC50,000$21.7M3.41%
Royal Fund Management, LLC49,479$21.4M1.79%
Trexquant Investment LP44,948$19.5M0.12%
Vega Investment Solutions46,551$19.4M2.75%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office43,600$18.9M0.43%
Entropy Technologies, LP41,853$18.1M0.72%
Ninety One UK Ltd40,068$17.4M0.04%
Prairie Advisory, LLC36,491$15.8M3.80%
Ithaka Group LLC34,100$14.8M2.68%
N10 Wealth, LLC33,943$14.7M5.22%
N10 Assets, LLC33,476$14.5M6.27%
Virtu Financial LLC31,170$13.5M0.43%
Melqart Asset Management (UK) Ltd30,961$13.4M1.28%
Ossiam30,879$13.4M0.18%
Polymer Capital Management (HK) LTD29,776$12.9M1.31%
Global Retirement Partners, LLC28,065$12.2M0.19%
Insight Holdings Group, LLC25,430$11.0M0.84%
SS&H Financial Advisors, Inc.23,310$10.1M2.58%
Lighthouse Investment Partners, LLC22,698$9.84M0.31%
J.W. Cole Advisors, Inc.22,455$9.73M0.17%
Thames Capital Management LLC22,365$9.69M0.80%
Evelyn Partners Group Ltd21,837$9.46M0.18%
Trust Co of Vermont20,494$8.88M0.33%
Thornburg Investment Management Inc20,299$8.80M0.08%
Denali Advisors LLC20,139$8.73M0.88%
Dymon Asia Capital (Singapore) Pte. Ltd.20,000$8.67M1.39%
Arini Captial Management Ltd20,000$8.67M0.89%
Sphera Funds Management Ltd.18,470$8.00M1.15%
Catalyst Funds Management Pty Ltd18,202$7.89M0.44%
Quest Investment Management LLC17,329$7.51M0.88%
VCI Wealth Management LLC15,086$6.54M1.64%
Franchise GP Ltd14,660$6.35M2.95%
Sound Capital Solutions LLC14,010$6.07M1.42%
J. Goldman & Co LP13,975$6.06M0.21%
Blueprint Investment Partners LLC13,919$6.03M0.50%
Hudson Bay Capital Management LP13,812$5.99M0.03%
Swan Global Investments, LLC13,617$5.90M0.27%
Capstone Wealth Management Group, Inc.13,258$5.75M3.46%
ARP Global Capital Ltd13,020$5.64M2.48%
Kultura Capital Management LP12,880$5.58M2.56%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund11,769$5.10M2.50%
EULAV Asset Management11,653$5.05M0.16%
Blueprint Financial Advisors LLC11,509$4.99M0.55%
Stance Capital LLC10,677$4.63M1.41%
St. Louis Financial Planners Asset Management, LLC12,368$4.35M2.32%
Ardsley Advisory Partners LP10,000$4.33M0.47%
Anchor Bay Capital, Inc.13,929$4.27M2.30%
Avenir Tech Ltd9,618$4.17M0.68%
Atom Investors LP9,535$4.13M0.37%
Hennessy Advisors Inc9,424$4.08M0.13%
Havemeyer Place LP9,375$4.06M0.40%
Decatur Capital Management, Inc.9,160$3.97M1.35%
Towerpoint Wealth, LLC9,127$3.95M1.37%
O'Neil Global Advisors, Inc.8,931$3.87M0.87%
Persistent Asset Partners Ltd8,824$3.82M1.21%
Compass Financial Management LLC8,814$3.72M0.45%
Parr McKnight Wealth Management Group, LLC8,192$3.55M0.42%
Thomasville National Bank8,000$3.47M0.19%
Sphera Management Technology Funds Ltd8,000$3.47M1.22%
Elevated Private Wealth, LLC7,912$3.43M3.26%
Leeward Financial Partners, LLC7,217$3.13M0.82%
Vancity Investment Management Ltd7,209$3.12M0.47%
Twin Tree Management, LP6,671$2.89M0.45%
Symmetry Investments LP6,444$2.79M0.31%
Park Capital Management, LLC6,027$2.61M1.54%
Flow Traders U.S. LLC5,720$2.48M0.10%
Spence Asset Management5,637$2.44M0.58%
Tuttle Tactical Management5,590$2.42M1.63%
RDA Financial Network5,461$2.37M0.52%
USA Financial Formulas5,416$2.35M0.43%
Cito Capital Group, LLC5,400$2.34M0.63%
Aster Capital Management (DIFC) Ltd5,280$2.29M0.49%
Old West Investment Management, LLC5,000$2.17M0.23%
Ethos Capital Management, Inc.4,944$2.14M1.53%
Bosman Wealth Management, LLC4,896$2.12M1.32%
Ninepoint Partners LP4,728$2.05M0.18%
REX Advisers, LLC4,700$2.04M5.47%
Suvretta Capital Management, LLC4,302$1.86M0.04%
Crew Capital Management, Ltd.4,241$1.84M1.00%

Sold out (96)

Institutions that held Lam Research Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of LRCX in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Maplelane Capital, LLC621,000$132.7M
Voloridge Investment Management, LLC608,317$130.0M
Rakuten Investment Management, Inc.288,176$57.6M
Seven Grand Managers, LLC264,000$56.4M
Quadrature Capital Ltd191,901$41.0M
Natixis183,670$39.2M
Junto Capital Management LP166,072$35.5M
Nearwater Capital Markets, Ltd118,000$25.2M
M & L Capital Management Ltd78,050$16.7M
Third Point LLCSuperinvestorThird Point75,000$16.0M
FORA Capital, LLC62,052$13.3M
Riposte Capital LLC55,000$11.8M
Evoke Wealth, LLC45,948$9.83M
Cavalier Investments, LLC42,878$9.16M
Sanders Morris Harris LLC42,420$9.06M
Weiss Asset Management LP41,421$8.85M
Tyro Capital Management LLC37,862$8.09M
Qsemble Capital Management, LP36,163$7.73M
Laurion Capital Management LP32,396$6.92M
Point72 Asset Management, L.P.29,913$6.39M
Pinnbrook Capital Management LP28,100$6.00M
Occudo Quantitative Strategies LP20,559$5.30M
Pinkerton Retirement Specialists, LLC28,297$4.84M
Simplex Trading, LLC16,078$3.44M
Y.D. More Investments Ltd14,023$3.00M
Quantitative Investment Management, LLC13,241$2.83M
VMS Asset Management Limited12,880$2.75M
PDT Partners, LLC12,300$2.63M
Maven Securities LTD11,373$2.43M
Momentum Wealth Planning, LLC11,131$2.38M
Paloma Partners Management Co11,000$2.35M
SummitTX Capital, L.P.9,800$2.09M
Clough Capital Partners L P9,512$2.03M
Exit Wealth Advisors, LLC.8,197$1.75M
CenterStar Asset Management, LLC7,638$1.63M
Golden State Equity Partners6,104$1.30M
TriaGen Wealth Management LLC6,011$1.28M
Friedenthal Financial5,106$1.09M
Caldwell Investment Management Ltd.5,400$1.08M
Alphadyne Asset Management LP4,980$1.06M
Q3 Asset Management4,982$1.06M
Aft, Forsyth & Company, Inc.4,579$978.4K
Twinbeech Capital LP4,123$880.9K
Oasis Advisors, LLC4,035$862.7K
King Wealth4,000$855.0K
Quadrant Private Wealth Management, LLC3,866$827.0K
nVerses Capital, LLC3,693$789.0K
Vivaldi Capital Management, LLC3,599$769.0K
Blue Capital, Inc.3,186$680.7K
EntryPoint Capital, LLC3,047$651.0K
Encompass More Asset Management3,043$650.2K
BridgePort Financial Solutions, LLC2,906$621.0K
Roman Butler Fullerton & Co2,507$618.0K
Shay Capital LLC2,700$576.9K
Second Half Financial Partners, LLC2,434$520.0K
United Capital Management of KS, Inc.2,300$491.4K
Ridgewood Investments LLC2,217$473.7K
Credit Capital Investments LLC2,200$470.1K
Tucker Asset Management LLC2,056$439.3K
Axim Planning & Wealth1,996$426.5K
Breakthru Advisory Services, LLC1,737$371.1K
AlphaGrep UK Ltd1,697$362.6K
Bank of Jackson Hole Trust1,685$360.0K
GenTrust, LLC1,513$323.7K
TABR Capital Management, LLC1,346$287.6K
Blueshift Asset Management, LLC1,210$258.5K
Diamant Asset Management, Inc.235,026$235.0K
a16z Perennial Management, L.P.1,100$235.0K
Keebeck Alpha, LP1,093$233.5K
ABS Direct Equity Fund LLC900$232.7K
waypoint wealth counsel1,084$231.6K
MQS Management LLC1,035$221.1K
Militia Capital Management LLC1,018$217.5K
Calton & Associates, Inc.1,003$214.3K
Cornerstone Financial Group, LLC816$209.4K
Tiaa Trust, National Association471$100.6K
RWM Asset Management, LLC465$99.4K
Harber Asset Management LLC361$77.1K
Operose Advisors LLC210$44.9K
Motco192$41.0K
Global Wealth Strategies & Associates170$36.3K
Wealth Preservation Advisors, LLC169$36.1K
True Link Financial Advisors, LLC157$33.5K
Stephenson National Bank & Trust132$28.2K
Maseco LLP130$27.8K
Vermillion Wealth Management, Inc.122$26.1K
Legacy Wealth Managment, LLC114$24.4K
Clayton Financial Group LLC80$17.1K
Wolverine Asset Management LLC56$12.0K
DAGCO, Inc.40$8.55K
TopTier Wealth Management, LLC21$4.49K
Clear Investment Research, LLC20$4.34K
Capital & Planning, LLC20$4.27K
Curio Wealth, LLC11$2.35K
Marshall & Sterling Wealth Advisors Inc.11$2.35K
Investors Research Corp9$1.92K

Not filed for Q2 2026 yet (31)

Institutions that held Lam Research Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LRCX in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC9,265,026$1.98B
CWM, LLC221,596$47.3M
TruWealth Advisors, LLC117,008$25.0M
U.S. Capital Wealth Advisors, LLC84,201$18.0M
Farmers Trust Co49,013$10.5M
Evelyn Partners Investment Management Services Ltd24,941$5.33M
DGS Capital Management, LLC18,283$3.91M
Capstone Wealth Management Group LLC14,907$3.18M
Reflection Asset Management12,541$2.68M
Bedell Frazier Investment Counseling, LLC12,120$2.59M
Sunbelt Securities, Inc.9,587$2.05M
Journey Strategic Wealth LLC8,872$1.90M
USA Financial Portformulas Corp6,639$1.42M
Jaffetilchin Investment Partners, LLC6,512$1.39M
Integrity Wealth Partners, LLC6,324$1.35M
First Affirmative Financial Network6,111$1.31M
VectorGlobal IAG, Inc.5,135$1.10M
Jackson Hole Capital Partners, LLC4,950$1.06M
Exencial Wealth Advisors, LLC4,662$996.1K
Gibbs Wealth Management4,139$884.3K
Leo Wealth, LLC3,306$706.4K
Canandaigua National Corp2,950$630.3K
TSG Advice Partners, LLC2,086$445.7K
Signature Wealth Management Group1,890$403.8K
Evelyn Partners Investment Management LLP1,126$240.6K
Omnitrust Wealth Management, Inc955$204.0K
Charter Oak Capital Management, LLC944$201.6K
McIlrath & Eck, LLC713$152.3K
Red Tortoise LLC90$19.2K
Arcadia Investment Management Corp10$2.14K
Anfield Capital Management, LLC4$855