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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 6 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

Q3 2026 data is still coming in: 26 institutions have reported holding LRCX so far. See Q3 2026

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
1,076 more added
Sold out
96
1,178 more reduced

31 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.

Institutional holdersQ2 2026: 3,142 institutions
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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 institutionsQ2 2026: 3,142 institutions
Value heldQ2 2026: $463.5B
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 20263,142$463.5B
Q1 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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, Q2 2026

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2026.

Institutions holding LRCX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
ABN AMRO Bank N.V.18,205$7.86M0.10%−4,325−19.2%Reduced
Catalyst Funds Management Pty Ltd18,202$7.89M0.44%+18,202New
Tocqueville Asset Management L.P.18,240$7.90M0.10%−645−3.4%Reduced
Robertson Stephens Wealth Management, LLC18,265$7.92M0.20%+1,163+6.8%Added
ExodusPoint Capital Management, LP18,328$7.94M0.07%−34,229−65.1%Reduced
Joseph Group Capital Management18,363$7.96M1.67%−3,631−16.5%Reduced
Marietta Investment Partners LLC18,374$7.96M1.37%+400+2.2%Added
Penobscot Investment Management Company, Inc.18,420$7.98M0.55%−50−0.3%Reduced
Sphera Funds Management Ltd.18,470$8.00M1.15%+18,470New
Trustmark National Bank Trust Department18,524$8.03M0.48%−182−1.0%Reduced
Davenport & Co LLC18,588$8.05M0.04%+325+1.8%Added
Farmers & Merchants Investments Inc18,595$8.06M0.20%+90+0.5%Added
Asio Capital, LLC18,614$8.07M1.03%−7,615−29.0%Reduced
Savvy Advisors, Inc.18,652$8.08M0.17%+6,707+56.1%Added
Central Trust Co18,670$8.09M0.15%−2,020−9.8%Reduced
CoreCap Advisors, LLC18,680$8.09M0.24%−2,187−10.5%Reduced
AssuredPartners Investment Advisors, LLC18,726$8.11M0.79%−6,254−25.0%Reduced
Independent Solutions Wealth Management, LLC18,849$8.17M1.07%+9,386+99.2%Added
Moors & Cabot, Inc.18,910$8.19M0.32%−3,276−14.8%Reduced
Dara Capital US, Inc.18,964$8.22M5.67%+4,341+29.7%Added
Wedbush Securities Inc19,000$8.23M0.21%+808+4.4%Added
Mutual Advisors, LLC19,057$8.26M0.16%+9,280+94.9%Added
Baader Bank INC19,087$8.27M0.68%+2,557+15.5%Added
LGT Fund Management Co Ltd.19,161$8.30M0.35%−4,294−18.3%Reduced
Sound View Wealth Advisors Group, LLC19,163$8.30M0.52%−996−4.9%Reduced
IHT Wealth Management, LLC19,185$8.31M0.18%−2,237−10.4%Reduced
Commonwealth Retirement Investments LLC19,357$8.39M2.28%−12,389−39.0%Reduced
MWA Asset Management19,405$8.41M3.80%−3,274−14.4%Reduced
Concentric Capital Strategies, LP19,506$8.45M0.52%+17,971+1,170.7%Added
Conning Inc.19,621$8.50M0.25%−7,244−27.0%Reduced
Nations Financial Group Inc,19,644$8.51M0.41%+7,651+63.8%Added
Leuthold Group, LLC19,702$8.54M0.86%−1,055−5.1%Reduced
Sowell Financial Services LLC19,705$8.54M0.28%−85−0.4%Reduced
Regions Financial Corp19,760$8.56M0.05%+863+4.6%Added
Highland Capital Management, LLC19,763$8.56M0.39%−2,294−10.4%Reduced
Advisory Research Inc19,824$8.59M0.86%−127−0.6%Reduced
Sig Brokerage, LP19,841$8.60M1.37%+6,538+49.1%Added
Ronald Blue Trust, Inc.19,846$8.60M0.09%+1,008+5.4%Added
Mainstay Capital Management LLC19,851$8.60M0.64%−10,745−35.1%Reduced
Sigma Planning Corp19,859$8.61M0.22%−2,114−9.6%Reduced
Marble Harbor Investment Counsel, LLC19,925$8.63M0.88%−1,775−8.2%Reduced
Viking Fund Management LLC20,000$8.67M0.78%00.0%Unchanged
Dymon Asia Capital (Singapore) Pte. Ltd.20,000$8.67M1.39%+20,000New
Arini Captial Management Ltd20,000$8.67M0.89%+20,000New
Fulton Bank, N.A.20,019$8.67M0.27%+2,500+14.3%Added
Aaron Wealth Advisors20,037$8.68M0.44%−1,116−5.3%Reduced
Meridian Wealth Management, LLC20,080$8.70M0.27%+3,725+22.8%Added
Denali Advisors LLC20,139$8.73M0.88%+20,139New
Albert D Mason Inc20,163$8.74M4.97%−338−1.6%Reduced
Harfst & Associates, Inc.20,169$8.74M1.36%−2,534−11.2%Reduced
Shoker Investment Counsel, Inc.20,231$8.77M2.20%−5,390−21.0%Reduced
Matthews International Capital Management LLC20,295$8.79M3.01%−7,840−27.9%Reduced
Thornburg Investment Management Inc20,299$8.80M0.08%+20,299New
Benchmark Investment Advisors LLC20,378$8.83M3.87%−211−1.0%Reduced
Peregrine Asset Advisers, Inc.20,493$8.88M1.93%+8,023+64.3%Added
Trust Co of Vermont20,494$8.88M0.33%+20,494New
Guinness Atkinson Asset Management Inc20,507$8.89M3.98%−5,531−21.2%Reduced
Liontrust Investment Partners LLP20,603$8.93M0.13%−770−3.6%Reduced
Archford Capital Strategies, LLC20,606$8.93M0.90%+2,895+16.3%Added
Engineers Gate Manager LP20,668$8.96M0.12%−92,213−81.7%Reduced
ICICI Prudential Asset Management Co Ltd20,681$8.96M0.98%−14−0.1%Reduced
Equitable Holdings, Inc.20,704$8.97M0.05%+2,003+10.7%Added
Chilton Investment Co LLC20,704$8.97M0.22%−4,676−18.4%Reduced
Norden Group LLC20,753$8.99M0.74%−45,055−68.5%Reduced
Syon Capital LLC20,792$9.01M0.39%−1,388−6.3%Reduced
Western Financial Corp20,810$9.02M2.64%−349−1.6%Reduced
Change Path, LLC20,830$9.03M0.19%+1,338+6.9%Added
Buckhead Capital Management LLC20,866$9.04M3.10%−474−2.2%Reduced
Loup Funds, LLC20,915$9.06M4.12%−3,048−12.7%Reduced
Keudell/Morrison Wealth Management20,933$9.07M1.71%00.0%Unchanged
IFP Advisors, Inc21,044$9.12M0.16%+4,186+24.8%Added
Camden Capital, LLC21,107$9.15M0.45%−904−4.1%Reduced
Paragon Advisors, LLC21,114$9.15M1.92%+3,900+22.7%Added
Patriot Financial Group Insurance Agency, LLC21,122$9.15M0.94%−24,492−53.7%Reduced
Berkshire Capital Holdings Inc21,170$9.17M1.98%+21,160+211,600.0%Added
Harbor Capital Advisors, Inc.21,406$9.28M0.63%+290+1.4%Added
Platform Technology Partners21,490$9.31M1.52%+13+0.1%Added
Wood Tarver Financial Group, LLC21,584$9.35M2.21%−4,077−15.9%Reduced
Dakota Wealth Management21,598$9.36M0.18%−1,135−5.0%Reduced
Ascent Group, LLC21,627$9.37M0.28%+1,061+5.2%Added
Marshall Financial Group LLC21,674$9.39M1.37%−3,714−14.6%Reduced
Cary Street Partners Financial LLC21,689$9.40M0.21%+269+1.3%Added
Circle Wealth Management, LLC21,740$9.42M0.12%+2,411+12.5%Added
Evelyn Partners Group Ltd21,837$9.46M0.18%+21,837New
Range Financial Group LLC21,841$9.46M2.59%−4,097−15.8%Reduced
Fundamentun, LLC22,090$9.57M0.35%+18,200+467.9%Added
Twin Capital Management Inc22,162$9.60M1.05%+5,556+33.5%Added
M. Kulyk & Associates, LLC22,260$9.65M1.57%+17,231+342.6%Added
Groesbeck Investment Management Corp22,294$9.66M15.39%−1,789−7.4%Reduced
Linden Thomas Advisory Services, LLC22,359$9.69M0.78%+418+1.9%Added
Thames Capital Management LLC22,365$9.69M0.80%+22,365New
Resources Management Corp22,432$9.72M1.23%−3,202−12.5%Reduced
American Trust Investment Advisors, LLC22,444$9.73M4.80%−9,689−30.2%Reduced
J.W. Cole Advisors, Inc.22,455$9.73M0.17%+22,455New
Westpac Banking Corp22,531$9.76M0.60%+2,586+13.0%Added
Morse Asset Management, Inc22,591$9.79M1.62%+581+2.6%Added
Gilliland Jeter Wealth Management LLC22,647$9.81M2.57%+70.0%Added
Lighthouse Investment Partners, LLC22,698$9.84M0.31%+22,698New
CCM Investment Advisers LLC22,710$9.84M0.76%−19,488−46.2%Reduced
Runnymede Capital Advisors, Inc.22,750$9.86M5.87%00.0%Unchanged