Skip to main content

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, Q3 2026

Institutional positions in Lam Research Corp as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
14
+1 vs. Q2 2026
Shares held
121.7K
+71.0K (+140.2%) vs. Q2 2026
Total value
$31.7M
+$9.73M (+44.3%) vs. Q2 2026
New holders
2
8 more added
Sold out
1
1 more reduced

3,129 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value held
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2026.

Institutions holding LRCX in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Associated Banc-Corp––––Not filed
STRS Ohio––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Squarepoint Ops LLC––––Not filed
Harel Insurance Investments & Financial Services Ltd.––––Not filed
Baird Financial Group, Inc.––––Not filed
Actiam N.V.––––Not filed
NZS Capital, LLC––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
Fifth Third Bancorp––––Not filed
Assenagon Asset Management S.A.––––Not filed
Rathbone Brothers plc––––Not filed
Vaughan David Investments LLC––––Not filed
DJE Kapital AG––––Not filed
Nissay Asset Management Corp––––Not filed
WT Asset Management Ltd––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
1832 Asset Management L.P.––––Not filed
Teacher Retirement System of Texas––––Not filed
Cerity Partners LLC––––Not filed
Trybe Capital Management LP––––Not filed
State Farm Mutual Automobile Insurance Co––––Not filed
SEB Asset Management AB––––Not filed
Glenmede Trust Co NA––––Not filed
Winslow Capital Management, LLC––––Not filed
Nykredit A/S––––Not filed
State of Tennessee, Treasury Department––––Not filed
Crosslink Capital Inc––––Not filed
ING Groep NV––––Not filed
Achmea Investment Management B.V.––––Not filed
Tredje AP-fonden––––Not filed
Pacer Advisors, Inc.––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Lansforsakringar Fondforvaltning AB (publ)––––Not filed
Dorsal Capital Management, LLC––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Cetera Investment Advisers––––Not filed
Clear Street Group Inc.––––Not filed
US Bancorp––––Not filed
Altimeter Capital Management, LPSuperinvestorAltimeter Capital––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Palestra Capital Management LLC––––Not filed
Woodline Partners LP––––Not filed
Migdal Insurance & Financial Holdings Ltd.––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
CBOE Vest Financial, LLC––––Not filed
Resona Asset Management Co.,Ltd.––––Not filed
Appaloosa LPSuperinvestorAppaloosa––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Clearbridge Investments, LLC––––Not filed
Janney Montgomery Scott LLC––––Not filed
Calamos Advisors LLC––––Not filed
Xponance, Inc.––––Not filed
Mn Services Vermogensbeheer B.V.––––Not filed
Manning & Napier Advisors LLC––––Not filed
NewEdge Wealth, LLC––––Not filed
State of Michigan Retirement System––––Not filed
Czech National Bank––––Not filed
ARS Investment Partners, LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Raiffeisen Bank International AG––––Not filed
CIBC World Markets Inc.––––Not filed
Arizona State Retirement System––––Not filed
Clal Insurance Enterprises Holdings Ltd––––Not filed
Cartenna Capital, LP––––Not filed
Fisher Asset Management, LLC––––Not filed
Assetmark, Inc––––Not filed
Jones Financial Companies LLLP––––Not filed
Zurich Insurance Group Ltd––––Not filed
MetLife Investment Management––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Mediolanum International Funds Ltd––––Not filed
RE Advisers Corp––––Not filed
Holocene Advisors, LP––––Not filed
Nomura Holdings Inc––––Not filed
Empowered Funds, LLC––––Not filed
Scotia Capital Inc.––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Flputnam Investment Management Co––––Not filed
DnB Asset Management AS––––Not filed
IFM Investors Pty Ltd––––Not filed
Westfield Capital Management Co LP––––Not filed
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund––––Not filed
Castleark Management LLC––––Not filed
Ieq Capital, LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
Gotham Asset Management, LLC––––Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys––––Not filed
Pathstone Holdings, LLC––––Not filed
Williams Jones Wealth Management, LLC.––––Not filed
CloudAlpha Capital Management Limited/Hong Kong––––Not filed
Shelton Capital Management––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Crestwood Advisors Group LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Retirement Systems of Alabama––––Not filed
Rockefeller Capital Management L.P.––––Not filed