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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 63,629 | $27.6M | 2.80% | −2,289−3.5% | Reduced |
| Integrated Wealth Concepts LLC | 63,727 | $27.6M | 0.18% | −5,061−7.4% | Reduced |
| Laird Norton Trust Company, LLC | 64,446 | $27.9M | 0.54% | +195+0.3% | Added |
| Cullinan Associates Inc | 64,500 | $27.9M | 2.11% | 00.0% | Unchanged |
| Science & Technology Partners, L.P. | 64,913 | $28.1M | 4.74% | −43,787−40.3% | Reduced |
| Convergence Investment Partners, LLC | 64,972 | $28.2M | 2.67% | +14,074+27.7% | Added |
| Proem Advisors LLC | 65,000 | $28.2M | 5.79% | +65,000 | New |
| Carret Asset Management, LLC | 65,068 | $28.2M | 2.47% | −6,838−9.5% | Reduced |
| 11 Capital Partners LP | 65,290 | $28.3M | 8.29% | +65,290 | New |
| Diversify Wealth Management, LLC | 97,064 | $28.3M | 0.48% | −1,517−1.5% | Reduced |
| Diversify Advisory Services, LLC | 97,064 | $28.3M | 0.48% | +94,496+3,679.8% | Added |
| China Universal Asset Management Co., Ltd. | 65,644 | $28.5M | 1.70% | +4,796+7.9% | Added |
| Boston Trust Walden Corp | 66,424 | $28.8M | 0.22% | +1,474+2.3% | Added |
| Impax Asset Management Group plc | 66,443 | $28.8M | 0.19% | −2,633−3.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 66,681 | $28.9M | 0.92% | −5,100−7.1% | Reduced |
| Sequoia Financial Advisors, LLC | 67,276 | $29.2M | 0.15% | −3,252−4.6% | Reduced |
| Maryland State Retirement & Pension System | 67,294 | $29.2M | 0.50% | +4,194+6.6% | Added |
| Banque Pictet & Cie SA | 67,344 | $29.2M | 0.30% | −18,298−21.4% | Reduced |
| Naples Global Advisors, LLC | 67,346 | $29.2M | 1.80% | −4,199−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 68,548 | $29.7M | 0.73% | +23,052+50.7% | Added |
| Prime Capital Investment Advisors, LLC | 68,606 | $29.7M | 0.29% | +27,590+67.3% | Added |
| Commerce Bank | 68,997 | $29.9M | 0.13% | −3,578−4.9% | Reduced |
| Hartford Investment Management Co | 69,116 | $30.0M | 0.85% | −2,041−2.9% | Reduced |
| Westerkirk Capital Inc. | 69,320 | $30.0M | 2.89% | +300+0.4% | Added |
| Central Bank & Trust Co | 69,561 | $30.1M | 4.27% | −7,638−9.9% | Reduced |
| KWMG, LLC | 69,644 | $30.2M | 2.18% | −2,540−3.5% | Reduced |
| Atria Investments LLC | 69,785 | $30.2M | 0.30% | +5,274+8.2% | Added |
| Parallax Volatility Advisers, L.P. | 70,231 | $30.4M | 1.13% | +62,557+815.2% | Added |
| Fred Alger Management, LLC | 70,721 | $30.7M | 0.10% | +34,082+93.0% | Added |
| TritonPoint Partners, LLC | 70,828 | $30.7M | 2.55% | +60,917+614.6% | Added |
| Eldred Rock Partners, LLC | 71,251 | $30.9M | 6.64% | +4,289+6.4% | Added |
| Fulcrum Capital LLC | 71,266 | $30.9M | 6.26% | −5,127−6.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 95,284 | $31.1M | 0.58% | +28,705+43.1% | Added |
| Prospera Financial Services Inc | 71,870 | $31.1M | 0.45% | −14,687−17.0% | Reduced |
| Institute for Wealth Management, LLC. | 72,370 | $31.4M | 2.77% | −150.0% | Reduced |
| TIAA Wealth Investment Management LLC | 72,688 | $31.5M | 0.21% | +54,630+302.5% | Added |
| Van Hulzen Asset Management, LLC | 72,928 | $31.6M | 2.25% | −1,697−2.3% | Reduced |
| Carderock Capital Management Inc | 73,797 | $32.0M | 7.02% | −22,001−23.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,978 | $32.1M | 0.47% | −1,659−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 74,391 | $32.2M | 0.92% | −2,476−3.2% | Reduced |
| South Dakota Investment Council | 74,624 | $32.3M | 0.55% | −361−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 74,789 | $32.4M | 0.18% | −974−1.3% | Reduced |
| Vestcor Inc | 74,840 | $32.4M | 0.80% | −2,939−3.8% | Reduced |
| D.A. Davidson & Co. | 74,994 | $32.5M | 0.18% | −5,449−6.8% | Reduced |
| Oak Ridge Investments LLC | 75,060 | $32.5M | 1.84% | +75,060 | New |
| Merit Financial Group, LLC | 75,266 | $32.6M | 0.20% | −36,870−32.9% | Reduced |
| Employees Retirement System of Texas | 75,560 | $32.7M | 0.26% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 75,962 | $32.9M | 0.50% | −9,394−11.0% | Reduced |
| Beacon Pointe Advisors, LLC | 77,136 | $33.4M | 0.16% | −1,699−2.2% | Reduced |
| Intech Investment Management LLC | 77,857 | $33.7M | 0.31% | −4,453−5.4% | Reduced |
| Kentucky Retirement Systems | 79,266 | $34.3M | 0.85% | +65,859+491.2% | Added |
| Picton Mahoney Asset Management | 79,533 | $34.5M | 0.32% | −4,568−5.4% | Reduced |
| Fusion Capital, LLC | 79,779 | $34.6M | 8.03% | −5,036−5.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 80,801 | $35.0M | 2.56% | −461−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 81,129 | $35.2M | 0.73% | −1,558−1.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 102,238 | $35.4M | 1.86% | −20,796−16.9% | Reduced |
| Arbejdsmarkedets Tillaegspension | 82,300 | $35.7M | 0.78% | −23,782−22.4% | Reduced |
| LMR Partners LLP | 82,869 | $35.9M | 0.26% | −9,837−10.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 83,207 | $36.1M | 0.43% | +37,941+83.8% | Added |
| Larson Financial Group LLC | 83,626 | $36.2M | 0.96% | −12,337−12.9% | Reduced |
| Advisors Capital Management, LLC | 84,207 | $36.5M | 0.39% | −6,171−6.8% | Reduced |
| Park Avenue Securities LLC | 84,400 | $36.6M | 0.23% | +3,442+4.3% | Added |
| La Banque Postale Asset Management SA | 84,420 | $36.6M | 0.37% | +23,632+38.9% | Added |
| King Luther Capital Management Corp | 84,543 | $36.6M | 0.15% | +19,653+30.3% | Added |
| Hosking Partners LLP | 85,010 | $36.8M | 1.22% | −21,960−20.5% | Reduced |
| Baldwin Investment Management, LLC | 85,114 | $36.9M | 3.57% | −3,480−3.9% | Reduced |
| Brinker Capital Investments, LLC | 85,197 | $36.9M | 0.28% | +6,731+8.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 86,112 | $37.3M | 1.97% | −8,864−9.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 86,261 | $37.4M | 9.08% | −1,781−2.0% | Reduced |
| Laffer Tengler Investments | 86,857 | $37.6M | 4.82% | −27,457−24.0% | Reduced |
| Saudi Central Bank | 87,414 | $37.9M | 0.50% | +41,052+88.5% | Added |
| Cookson Peirce & Co Inc | 87,973 | $38.1M | 1.26% | −2,013−2.2% | Reduced |
| Ofi Invest Asset Management | 99,512 | $38.3M | 0.38% | −626,150−86.3% | Reduced |
| Zweig-DiMenna Associates LLC | 88,966 | $38.6M | 3.50% | −7,534−7.8% | Reduced |
| Mission Wealth Management, LP | 89,293 | $38.7M | 0.48% | +59,553+200.2% | Added |
| Private Advisor Group, LLC | 89,919 | $39.0M | 0.18% | +16,500+22.5% | Added |
| Generate Investment Management Ltd | 91,916 | $39.8M | 1.64% | −59,418−39.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 97,000 | $39.9M | 1.41% | +33,000+51.6% | Added |
| Violich Capital Management, Inc. | 92,250 | $40.0M | 4.35% | −8,000−8.0% | Reduced |
| Allen Investment Management LLC | 92,737 | $40.2M | 0.48% | +92,737 | New |
| Fiduciary Trust Co | 92,938 | $40.3M | 0.44% | −1,204−1.3% | Reduced |
| Factory Mutual Insurance Co | 93,550 | $40.5M | 0.38% | +34,150+57.5% | Added |
| Motley Fool Asset Management LLC | 93,731 | $40.6M | 1.57% | −36,584−28.1% | Reduced |
| Warren Averett Asset Management, LLC | 93,909 | $40.7M | 0.24% | +65,089+225.8% | Added |
| Triglav Skladi, D.O.O. | 94,115 | $40.8M | 2.15% | +53,895+134.0% | Added |
| Verition Fund Management LLC | 94,444 | $40.9M | 0.29% | +9,437+11.1% | Added |
| Benjamin Edwards Inc | 95,651 | $41.5M | 0.38% | −35,284−26.9% | Reduced |
| YHB Investment Advisors, Inc. | 96,662 | $41.9M | 2.68% | −5,683−5.6% | Reduced |
| Ardmore Road Asset Management LP | 97,000 | $42.0M | 2.47% | −78,000−44.6% | Reduced |
| Gulf International Bank (UK) Ltd | 97,276 | $42.2M | 0.83% | +188+0.2% | Added |
| Mizuho Securities USA LLC | 97,905 | $42.4M | 0.69% | +22,411+29.7% | Added |
| Cozad Asset Management Inc | 98,204 | $42.6M | 2.75% | −13,364−12.0% | Reduced |
| Concurrent Investment Advisors, LLC | 98,862 | $42.8M | 0.37% | +16,661+20.3% | Added |
| Teachers Retirement System of the State of Kentucky | 98,921 | $42.9M | 0.29% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 99,082 | $42.9M | 1.86% | −13,746−12.2% | Reduced |
| Miller Capital Partners, Inc. | 99,440 | $43.1M | 16.93% | −3,411−3.3% | Reduced |
| Nilsine Partners, LLC | 99,904 | $43.3M | 3.00% | +69+0.1% | Added |
| Glenview Trust Co | 100,253 | $43.4M | 0.60% | +1,993+2.0% | Added |
| Vise Technologies, Inc. | 101,038 | $43.8M | 0.50% | +40,052+65.7% | Added |
| Groupama Asset Managment | 106,402 | $44.0M | 0.55% | −30,420−22.2% | Reduced |