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 |
|---|---|---|---|---|---|
| EFG International AG | 43,193 | $18.7M | 0.34% | −1,880−4.2% | Reduced |
| Perigon Wealth Management, LLC | 43,232 | $18.7M | 0.30% | +345+0.8% | Added |
| Argent Trust Co | 43,353 | $18.8M | 0.54% | −1,371−3.1% | Reduced |
| Capital Investment Advisors, LLC | 43,381 | $18.8M | 0.25% | −2,971−6.4% | Reduced |
| Keybank National Association | 43,521 | $18.9M | 0.06% | −2,471−5.4% | Reduced |
| Mubadala Investment Co PJSC | 43,527 | $18.9M | 0.05% | −2,648−5.7% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 43,600 | $18.9M | 0.43% | +43,600 | New |
| Calamos Wealth Management LLC | 43,862 | $19.0M | 0.58% | −1,682−3.7% | Reduced |
| Strategic Global Advisors, LLC | 44,352 | $19.2M | 2.74% | −16,367−27.0% | Reduced |
| Tudor Investment Corp Et Al | 44,412 | $19.2M | 0.08% | −144,167−76.4% | Reduced |
| Vega Investment Solutions | 46,551 | $19.4M | 2.75% | +46,551 | New |
| Oak Associates, Ltd | 44,821 | $19.4M | 1.09% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 44,910 | $19.5M | 0.29% | +2,304+5.4% | Added |
| Trexquant Investment LP | 44,948 | $19.5M | 0.12% | +44,948 | New |
| TrimTabs Asset Management, LLC | 45,031 | $19.5M | 3.59% | −15,959−26.2% | Reduced |
| Spirepoint Private Client, LLC | 45,202 | $19.6M | 1.59% | +1,889+4.4% | Added |
| Independent Advisor Alliance | 45,610 | $19.8M | 0.46% | −461−1.0% | Reduced |
| Scott & Selber, Inc. | 45,867 | $19.9M | 4.20% | −190.0% | Reduced |
| Avidian Wealth Solutions, LLC | 45,906 | $19.9M | 0.55% | +96+0.2% | Added |
| Rodgers Brothers Inc. | 46,200 | $20.0M | 1.94% | −2,900−5.9% | Reduced |
| Empirical Finance, LLC | 46,390 | $20.1M | 0.84% | +1,377+3.1% | Added |
| Platinum Investment Management Ltd | 46,439 | $20.1M | 4.95% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 46,482 | $20.1M | 0.62% | +742+1.6% | Added |
| Johnson Financial Group, Inc. | 46,493 | $20.2M | 0.66% | −3,004−6.1% | Reduced |
| Venture Visionary Partners LLC | 46,519 | $20.2M | 0.56% | +1,065+2.3% | Added |
| Titan Investment Solutions Ltd | 46,861 | $20.3M | 2.27% | +3,694+8.6% | Added |
| Sienna Gestion | 49,012 | $20.4M | 1.19% | −2,722−5.3% | Reduced |
| CWA Asset Management Group, LLC | 46,999 | $20.4M | 0.63% | −2,553−5.2% | Reduced |
| We Are One Seven, LLC | 47,300 | $20.5M | 0.34% | +14,484+44.1% | Added |
| Principal Securities, Inc. | 47,326 | $20.5M | 0.25% | +240+0.5% | Added |
| Rheos Capital Works Inc. | 47,500 | $20.6M | 1.17% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 96,952 | $20.8M | 0.30% | +21,331+28.2% | Added |
| Stiles Financial Services Inc | 48,385 | $21.0M | 5.27% | −2,751−5.4% | Reduced |
| Morton Community Bank | 49,066 | $21.3M | 4.33% | −2,035−4.0% | Reduced |
| Clark Capital Management Group, Inc. | 49,100 | $21.3M | 0.12% | +41,774+570.2% | Added |
| SRS Capital Advisors, Inc. | 49,337 | $21.4M | 0.14% | +37,822+328.5% | Added |
| Royal Fund Management, LLC | 49,479 | $21.4M | 1.79% | +49,479 | New |
| Voleon Capital Management LP | 49,552 | $21.5M | 0.39% | −20,453−29.2% | Reduced |
| Apriem Advisors | 49,571 | $21.5M | 1.86% | −6,456−11.5% | Reduced |
| Citizens Financial Group Inc | 49,672 | $21.5M | 0.26% | +3,172+6.8% | Added |
| Spire Wealth Management | 49,914 | $21.6M | 0.65% | −2,907−5.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 49,903 | $21.6M | 0.60% | +1,670+3.5% | Added |
| Maytus Capital Management, LLC | 50,000 | $21.7M | 3.41% | +50,000 | New |
| Summit Trail Advisors, LLC | 50,141 | $21.7M | 0.27% | −2,451−4.7% | Reduced |
| Marco Investment Management LLC | 50,270 | $21.8M | 1.43% | −9,100−15.3% | Reduced |
| Capital Wealth Planning, LLC | 50,366 | $21.8M | 0.11% | −1,960−3.7% | Reduced |
| Summit Street Capital Management, LLC | 50,428 | $21.9M | 3.07% | −51,053−50.3% | Reduced |
| Metis Global Partners, LLC | 50,719 | $22.0M | 0.50% | +5,500+12.2% | Added |
| Sculptor Capital LP | 51,200 | $22.2M | 0.23% | −397,800−88.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 51,587 | $22.4M | 1.20% | −10,646−17.1% | Reduced |
| Greenleaf Trust | 51,866 | $22.5M | 0.22% | +392+0.8% | Added |
| Oppenheimer & Co Inc | 51,877 | $22.5M | 0.24% | +5,349+11.5% | Added |
| E20 Capital Ltd | 51,894 | $22.5M | 1.81% | +51,894 | New |
| VestGen Advisors, LLC | 51,969 | $22.5M | 0.66% | +265+0.5% | Added |
| First Manhattan Co | 52,227 | $22.6M | 0.06% | −9,987−16.1% | Reduced |
| Siemens Fonds Invest GmbH | 52,745 | $22.9M | 1.12% | −1,080−2.0% | Reduced |
| Nishkama Capital, LLC | 52,980 | $23.0M | 2.59% | +52,980 | New |
| Ballentine Partners, LLC | 53,012 | $23.0M | 0.28% | +724+1.4% | Added |
| Sierra Summit Advisors LLC | 53,034 | $23.0M | 2.57% | +1,319+2.6% | Added |
| Sterling Capital Management LLC | 53,165 | $23.0M | 0.39% | −29,800−35.9% | Reduced |
| Congress Asset Management Co | 53,337 | $23.1M | 0.14% | +7,056+15.2% | Added |
| NorthCrest Asset Manangement, LLC | 65,453 | $23.1M | 0.59% | −9,464−12.6% | Reduced |
| Horizon Investment Services, LLC | 53,449 | $23.2M | 6.44% | −1,167−2.1% | Reduced |
| Banque Cantonale Vaudoise | 53,467 | $23.2M | 0.90% | −15,853−22.9% | Reduced |
| EP Wealth Advisors, LLC | 54,320 | $23.5M | 0.09% | +737+1.4% | Added |
| Copeland Capital Management, LLC | 54,547 | $23.6M | 0.49% | +2,435+4.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 54,795 | $23.7M | 0.86% | +4,216+8.3% | Added |
| Insight Wealth Strategies, LLC | 60,806 | $23.8M | 2.32% | −8,362−12.1% | Reduced |
| River Wealth Advisors LLC | 55,083 | $23.9M | 2.50% | +4,805+9.6% | Added |
| Means Investment Co., Inc. | 55,238 | $23.9M | 1.81% | −1,377−2.4% | Reduced |
| McBroom & Associates, LLC | 55,403 | $24.0M | 12.07% | −8,009−12.6% | Reduced |
| Foundations Investment Advisors, LLC | 55,439 | $24.0M | 0.25% | −1,173−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 56,086 | $24.3M | 0.65% | −233−0.4% | Reduced |
| Rockline Wealth Management, LLC | 56,191 | $24.3M | 4.66% | +59+0.1% | Added |
| Amica Mutual Insurance Co | 56,569 | $24.5M | 2.04% | −7,343−11.5% | Reduced |
| Fort Sheridan Advisors LLC | 56,762 | $24.6M | 2.65% | −67−0.1% | Reduced |
| Monolith Management Ltd | 57,100 | $24.7M | 14.91% | +57,100 | New |
| E. Ohman J:or Asset Management AB | 57,351 | $24.9M | 0.58% | +1,430+2.6% | Added |
| Elemental Capital Partners LLC | 57,710 | $25.0M | 5.25% | +225+0.4% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 58,037 | $25.1M | 0.40% | +3,431+6.3% | Added |
| Aviance Capital Partners, LLC | 58,147 | $25.2M | 2.62% | −22,505−27.9% | Reduced |
| Farther Finance Advisors, LLC | 58,476 | $25.3M | 0.20% | +4,102+7.5% | Added |
| Arvest Bank Trust Division | 58,319 | $25.3M | 1.23% | −1,519−2.5% | Reduced |
| SIH Partners, LLLP | 58,341 | $25.3M | 1.05% | +52,475+894.6% | Added |
| Umb Bank N A | 58,708 | $25.4M | 0.32% | −531−0.9% | Reduced |
| Pittenger & Anderson Inc | 58,963 | $25.6M | 0.91% | −7,990−11.9% | Reduced |
| Boothbay Fund Management, LLC | 58,986 | $25.6M | 0.49% | +9,947+20.3% | Added |
| Valley National Advisers Inc | 59,166 | $25.6M | 2.85% | −1,259−2.1% | Reduced |
| Marsico Capital Management LLC | 59,204 | $25.7M | 0.67% | −263−0.4% | Reduced |
| Modera Wealth Management, LLC | 59,586 | $25.8M | 0.28% | −10,425−14.9% | Reduced |
| Rench Wealth Management, Inc. | 60,262 | $26.1M | 7.01% | −11,284−15.8% | Reduced |
| Brookstone Capital Management | 60,735 | $26.3M | 0.26% | +29,701+95.7% | Added |
| CAPROCK Group, Inc. | 60,723 | $26.3M | 0.50% | −2,121−3.4% | Reduced |
| Strategic Planning Group, LLC | 61,856 | $26.8M | 2.92% | +13,931+29.1% | Added |
| New Mexico Educational Retirement Board | 62,130 | $26.9M | 0.68% | +4,300+7.4% | Added |
| Westwood Holdings Group Inc. | 62,290 | $27.0M | 0.20% | −909−1.4% | Reduced |
| Freestone Grove Partners LP | 62,801 | $27.2M | 0.18% | −21,843−25.8% | Reduced |
| Tritonpoint Wealth, LLC | 62,831 | $27.2M | 2.68% | −4,637−6.9% | Reduced |
| MidFirst Bank | 63,391 | $27.5M | 1.95% | +543+0.9% | Added |
| NS Partners Ltd | 63,560 | $27.5M | 1.18% | +63,560 | New |