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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| NWK Group, Inc. | 31,378 | $13.6M | 4.19% | +130+0.4% | Added |
| Paradiem, LLC | 31,520 | $13.7M | 2.94% | −31,898−50.3% | Reduced |
| Renaissance Technologies LLC | 31,600 | $13.7M | 0.02% | +28,194+827.8% | Added |
| Webster Bank, N. A. | 31,615 | $13.7M | 1.19% | −976−3.0% | Reduced |
| Mill Capital Management, LLC | 31,950 | $13.8M | 0.92% | −2,700−7.8% | Reduced |
| Seizert Capital Partners, LLC | 32,070 | $13.9M | 0.57% | −4,524−12.4% | Reduced |
| Mather Group, LLC. | 32,370 | $14.0M | 0.12% | −1,856−5.4% | Reduced |
| First Business Financial Services, Inc. | 32,515 | $14.1M | 1.09% | +1,674+5.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 32,894 | $14.3M | 0.85% | −756−2.2% | Reduced |
| Consolidated Capital Management, LLC | 33,004 | $14.3M | 3.82% | −111−0.3% | Reduced |
| Savant Capital, LLC | 33,969 | $14.3M | 0.04% | +8,273+32.2% | Added |
| Signaturefd, LLC | 33,401 | $14.5M | 0.19% | +1,413+4.4% | Added |
| Independent Financial Group, LLC | 33,461 | $14.5M | 0.27% | +11,573+52.9% | Added |
| N10 Assets, LLC | 33,476 | $14.5M | 6.27% | +33,476 | New |
| Barometer Capital Management Inc. | 33,690 | $14.6M | 4.06% | +33,000+4,782.6% | Added |
| Spear Advisors LLC | 33,817 | $14.7M | 5.03% | +1,930+6.1% | Added |
| Totem Point Management, LLC | 33,914 | $14.7M | 8.99% | +15,167+80.9% | Added |
| N10 Wealth, LLC | 33,943 | $14.7M | 5.22% | +33,943 | New |
| Howard Capital Management Inc. | 34,048 | $14.8M | 0.18% | +19,191+129.2% | Added |
| RSM US Wealth Management LLC | 33,955 | $14.8M | 0.16% | +404+1.2% | Added |
| Ithaka Group LLC | 34,100 | $14.8M | 2.68% | +34,100 | New |
| Precedent Wealth Partners, LLC | 34,102 | $14.8M | 2.46% | +2,387+7.5% | Added |
| Genus Capital Management Inc. | 34,333 | $14.9M | 1.46% | −7,225−17.4% | Reduced |
| Umpqua Bank | 34,378 | $14.9M | 3.34% | −2,695−7.3% | Reduced |
| Strategic Financial Services, Inc, | 34,437 | $14.9M | 0.65% | −2,709−7.3% | Reduced |
| Balyasny Asset Management LLC | 34,501 | $15.0M | 0.03% | −516,588−93.7% | Reduced |
| Navellier & Associates Inc | 34,600 | $15.0M | 1.19% | −100.0% | Reduced |
| Catalytic Wealth RIA, LLC | 34,637 | $15.0M | 0.87% | −170−0.5% | Reduced |
| Charter Trust Co | 34,789 | $15.1M | 0.81% | −4,243−10.9% | Reduced |
| Harbour Capital Advisors, LLC | 43,186 | $15.1M | 2.76% | −516−1.2% | Reduced |
| Crown Advisors Management, Inc. | 35,000 | $15.2M | 8.33% | −15,000−30.0% | Reduced |
| Birchview Capital, LP | 35,000 | $15.2M | 7.09% | −1,000−2.8% | Reduced |
| Monetary Management Group Inc | 35,380 | $15.3M | 3.15% | −1,910−5.1% | Reduced |
| Parkwood LLC | 35,512 | $15.4M | 1.10% | −54,119−60.4% | Reduced |
| Callan Family Office, LLC | 35,777 | $15.5M | 0.30% | +162+0.5% | Added |
| Quadrant Capital Group LLC | 35,785 | $15.5M | 0.43% | −6,037−14.4% | Reduced |
| Cetera Trust Company, N.A | 35,810 | $15.5M | 7.79% | −950−2.6% | Reduced |
| Pacifica Partners Inc. | 44,218 | $15.6M | 4.69% | −1,694−3.7% | Reduced |
| RMB Capital Management, LLC | 35,923 | $15.6M | 0.24% | +22,314+164.0% | Added |
| Loomis Sayles & Co L P | 36,313 | $15.7M | 0.02% | −417−1.1% | Reduced |
| Silvercrest Asset Management Group LLC | 36,381 | $15.8M | 0.10% | −4,966−12.0% | Reduced |
| Prairie Advisory, LLC | 36,491 | $15.8M | 3.80% | +36,491 | New |
| Evolve Private Wealth, LLC | 36,784 | $15.9M | 0.97% | −3,216−8.0% | Reduced |
| North Dakota State Investment Board | 36,844 | $16.0M | 0.65% | +462+1.3% | Added |
| Intrust Bank NA | 36,854 | $16.0M | 1.18% | −3,018−7.6% | Reduced |
| First National Trust Co | 36,959 | $16.0M | 0.54% | −2,492−6.3% | Reduced |
| Diversified Trust Co | 37,268 | $16.1M | 0.26% | +1,638+4.6% | Added |
| Midwest Professional Planners, LTD. | 37,324 | $16.2M | 3.17% | −1,398−3.6% | Reduced |
| Nikulski Financial, Inc. | 37,508 | $16.3M | 3.51% | −1,749−4.5% | Reduced |
| Blair William & Co | 37,565 | $16.3M | 0.04% | −520−1.4% | Reduced |
| MUFG Securities Americas Inc. | 37,665 | $16.3M | 0.84% | +3,118+9.0% | Added |
| Northwest Bancshares, Inc. | 37,818 | $16.4M | 2.95% | −9,978−20.9% | Reduced |
| Synergy Financial Management, LLC | 38,091 | $16.5M | 1.56% | +435+1.2% | Added |
| Proficio Capital Partners LLC | 38,496 | $16.7M | 0.60% | +7,555+24.4% | Added |
| Brentview Investment Management LLC | 38,507 | $16.7M | 6.60% | −5,403−12.3% | Reduced |
| V-Square Quantitative Management LLC | 38,575 | $16.7M | 1.59% | −5,646−12.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 38,711 | $16.8M | 0.95% | −7,638−16.5% | Reduced |
| Emerald Investment Advisers, LLC | 38,724 | $16.8M | 1.12% | −14,306−27.0% | Reduced |
| Financial Advisory Service, Inc. | 38,804 | $16.8M | 0.88% | +1,457+3.9% | Added |
| LMCG Investments, LLC | 38,887 | $16.9M | 0.90% | −10,861−21.8% | Reduced |
| Plato Investment Management Ltd | 39,281 | $16.9M | 0.97% | −8,814−18.3% | Reduced |
| Simmons Bank | 39,171 | $17.0M | 0.97% | +34,121+675.7% | Added |
| NatWest Group plc | 39,262 | $17.0M | 3.04% | −45,199−53.5% | Reduced |
| Traynor Capital Management, Inc. | 39,375 | $17.1M | 0.80% | −366−0.9% | Reduced |
| Glass Wealth Management Co LLC | 39,437 | $17.1M | 5.72% | +244+0.6% | Added |
| Apollon Wealth Management, LLC | 39,664 | $17.2M | 0.21% | −192−0.5% | Reduced |
| Osmosis Investment Management UK Ltd | 39,850 | $17.3M | 0.80% | +33,463+523.9% | Added |
| GAMMA Investing LLC | 39,912 | $17.3M | 0.64% | +4,075+11.4% | Added |
| Telemark Asset Management, LLC | 40,000 | $17.3M | 1.25% | −10,000−20.0% | Reduced |
| Artemis Wealth Advisors, LLC | 40,000 | $17.3M | 2.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40,030 | $17.3M | 0.08% | +11,980+42.7% | Added |
| Ninety One UK Ltd | 40,068 | $17.4M | 0.04% | +40,068 | New |
| Northwestern Mutual Investment Management Company, LLC | 40,096 | $17.4M | 0.20% | +138+0.3% | Added |
| Capital Advisors Inc | 40,347 | $17.5M | 0.26% | +71+0.2% | Added |
| PKO Investment Management Joint-Stock Co | 40,500 | $17.5M | 1.27% | −500−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,793 | $17.7M | 0.75% | −684−1.6% | Reduced |
| Bailard, Inc. | 40,950 | $17.7M | 0.36% | +1,262+3.2% | Added |
| Progressive Investment Management Corp | 40,962 | $17.8M | 3.91% | −568−1.4% | Reduced |
| Martingale Asset Management L P | 41,095 | $17.8M | 0.42% | −1,173−2.8% | Reduced |
| CSM Advisors, LLC | 41,199 | $17.9M | 0.38% | −702−1.7% | Reduced |
| Meeder Asset Management Inc | 41,381 | $17.9M | 0.92% | +3,998+10.7% | Added |
| Jackson Square Capital, LLC | 41,406 | $17.9M | 2.50% | +3,913+10.4% | Added |
| Trifecta Capital Advisors, LLC | 41,475 | $18.0M | 2.32% | +1,102+2.7% | Added |
| Cypress Capital Group | 41,496 | $18.0M | 1.68% | +6,923+20.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 41,698 | $18.1M | 1.55% | −1,333−3.1% | Reduced |
| Entropy Technologies, LP | 41,853 | $18.1M | 0.72% | +41,853 | New |
| Bokf, NA | 42,094 | $18.2M | 0.25% | +9,435+28.9% | Added |
| Ibex Wealth Advisors | 42,175 | $18.3M | 1.43% | +2,319+5.8% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 42,175 | $18.3M | 0.40% | −4,976−10.6% | Reduced |
| Himension Fund | 42,214 | $18.3M | 1.12% | −8,644−17.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 42,247 | $18.3M | 0.06% | +12,146+40.4% | Added |
| Eurizon SLJ Capital Ltd | 42,462 | $18.4M | 6.79% | −4,547−9.7% | Reduced |
| Cresset Asset Management, LLC | 42,480 | $18.4M | 0.07% | +15,033+54.8% | Added |
| Oppenheimer Asset Management Inc. | 42,530 | $18.4M | 0.19% | +15,188+55.5% | Added |
| Kinneret Advisory, LLC | 42,834 | $18.6M | 1.51% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 42,909 | $18.6M | 0.68% | +1,783+4.3% | Added |
| Pincus Capital Management, LP | 42,937 | $18.6M | 11.09% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 43,074 | $18.7M | 1.66% | +279+0.7% | Added |
| Chapin Davis, Inc. | 43,099 | $18.7M | 3.28% | +3,642+9.2% | Added |
| Bleakley Financial Group, LLC | 43,112 | $18.7M | 0.24% | +745+1.8% | Added |