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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 101,583 | $44.0M | 1.03% | −24,914−19.7% | Reduced |
| William Blair Investment Management, LLC | 102,273 | $44.3M | 0.13% | +22,826+28.7% | Added |
| Terry L. Blaker | 102,322 | $44.3M | 1.56% | −1,445−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 102,737 | $44.5M | 0.48% | +1,712+1.7% | Added |
| Tower Bridge Advisors | 103,392 | $44.8M | 4.04% | −3,526−3.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 103,446 | $44.8M | 1.56% | −17,680−14.6% | Reduced |
| Horizon Investments, LLC | 103,722 | $44.9M | 0.50% | −17,414−14.4% | Reduced |
| Systematic Alpha Investments, LLC | 104,380 | $45.2M | 1.21% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 105,992 | $45.9M | 4.76% | −6,630−5.9% | Reduced |
| First Citizens Bank & Trust Co | 106,241 | $46.0M | 0.69% | −7,238−6.4% | Reduced |
| HB Wealth Management, LLC | 106,838 | $46.3M | 0.26% | −7,369−6.5% | Reduced |
| M&T Bank Corp | 107,063 | $46.4M | 0.14% | +2,706+2.6% | Added |
| Midwest Trust Co | 108,182 | $46.9M | 0.53% | +14,960+16.0% | Added |
| Renaissance Group LLC | 108,197 | $46.9M | 1.90% | −46,547−30.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 108,335 | $46.9M | 0.22% | −4,746−4.2% | Reduced |
| Winmill & Co. Inc | 109,000 | $47.2M | 10.46% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 111,532 | $48.3M | 0.87% | −24,129−17.8% | Reduced |
| Sava Infond d.o.o. | 111,740 | $48.4M | 3.43% | +50,170+81.5% | Added |
| Hancock Whitney Corp | 111,784 | $48.4M | 0.81% | −3,759−3.3% | Reduced |
| Heron Bay Capital Management | 111,977 | $48.5M | 4.40% | −50,144−30.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 113,089 | $49.0M | 0.48% | −5,386−4.5% | Reduced |
| Summit Partners Public Asset Management, LLC | 114,000 | $49.4M | 1.28% | +4,000+3.6% | Added |
| PEAK6 LLC | 114,453 | $49.6M | 1.20% | +61,980+118.1% | Added |
| BSN Capital Partners Ltd | 133,172 | $49.8M | 2.25% | +133,172 | New |
| Harvest Portfolios Group Inc. | 115,142 | $49.9M | 0.70% | +115,142 | New |
| Generali Asset Management SPA SGR | 115,587 | $50.1M | 0.91% | +6,411+5.9% | Added |
| Manchester Global Management (UK) Ltd | 115,720 | $50.1M | 5.53% | 00.0% | Unchanged |
| Omers Administration Corp | 115,762 | $50.2M | 0.30% | +9,851+9.3% | Added |
| GDS Wealth Management | 116,110 | $50.3M | 2.39% | −140−0.1% | Reduced |
| Global X Japan Co., Ltd. | 116,869 | $50.6M | 1.86% | −11,139−8.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 116,898 | $50.7M | 1.74% | −600−0.5% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 118,131 | $51.2M | 2.93% | −24,989−17.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 155,438 | $51.3M | 1.00% | +146,906+1,721.8% | Added |
| Groupe la Francaise | 118,568 | $51.4M | 0.63% | −76,226−39.1% | Reduced |
| Moran Wealth Management, LLC | 118,675 | $51.4M | 1.40% | +29,850+33.6% | Added |
| Allstate Corp | 119,782 | $51.9M | 0.52% | +1,925+1.6% | Added |
| Aptus Capital Advisors, LLC | 121,261 | $52.5M | 0.38% | −17,107−12.4% | Reduced |
| Capital Fund Management S.A. | 121,371 | $52.6M | 0.38% | −291,971−70.6% | Reduced |
| Value Aligned Research Advisors, LLC | 121,597 | $52.7M | 0.31% | −978,959−89.0% | Reduced |
| State of Alaska, Department of Revenue | 122,533 | $53.1M | 0.53% | −1,000−0.8% | Reduced |
| Norinchukin Bank, The | 122,596 | $53.1M | 0.52% | +2,089+1.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 123,064 | $53.3M | 2.02% | +6,830+5.9% | Added |
| Kempen Capital Management N.V. | 123,163 | $53.4M | 0.41% | −25,598−17.2% | Reduced |
| Jefferies Financial Group Inc. | 123,454 | $53.5M | 0.49% | +116,819+1,760.6% | Added |
| Nemes Rush Group LLC | 123,512 | $53.5M | 4.43% | −450.0% | Reduced |
| Arkadios Wealth Advisors | 123,593 | $53.6M | 0.82% | +5,412+4.6% | Added |
| Allworth Financial LP | 123,622 | $53.6M | 0.23% | −4,566−3.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 123,660 | $53.6M | 0.15% | −34,896−22.0% | Reduced |
| Yousif Capital Management, LLC | 123,703 | $53.6M | 0.60% | −11,362−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 125,071 | $54.2M | 0.61% | −9,818−7.3% | Reduced |
| Sanctuary Advisors, LLC | 125,503 | $54.4M | 0.25% | +1,053+0.8% | Added |
| Stratos Wealth Partners, LTD. | 125,625 | $54.4M | 0.55% | +14,615+13.2% | Added |
| Coldstream Capital Management Inc | 126,560 | $54.9M | 0.69% | −71,296−36.0% | Reduced |
| Bamco Inc | 129,318 | $56.0M | 0.08% | +12,648+10.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 129,617 | $56.2M | 2.34% | −48,215−27.1% | Reduced |
| Avanza Fonder AB | 131,897 | $57.2M | 1.24% | +9,874+8.1% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 132,667 | $57.5M | 1.30% | −453,434−77.4% | Reduced |
| Crossmark Global Holdings, Inc. | 132,930 | $57.6M | 0.75% | −6,423−4.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 134,134 | $58.1M | 1.29% | −76,015−36.2% | Reduced |
| Marshall Wace, LLP | 134,545 | $58.3M | 0.05% | +15,654+13.2% | Added |
| Abn Amro Investment Solutions | 134,707 | $58.4M | 0.51% | +9,903+7.9% | Added |
| Great Lakes Advisors, LLC | 135,241 | $58.6M | 0.45% | −1,664−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 137,597 | $59.9M | 0.25% | +7,833+6.0% | Added |
| Steel Peak Wealth Management LLC | 138,129 | $59.9M | 1.57% | −5,877−4.1% | Reduced |
| Covington Investment Advisors Inc. | 138,717 | $60.1M | 7.77% | −2,822−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 139,588 | $60.5M | 2.00% | −44,561−24.2% | Reduced |
| Walleye Capital LLC | 139,713 | $60.5M | 0.29% | +137,669+6,735.3% | Added |
| Think Investments LP | 142,800 | $61.9M | 7.63% | +142,800 | New |
| AIA Group Ltd | 144,127 | $62.5M | 0.79% | −37,763−20.8% | Reduced |
| Louisiana State Employees Retirement System | 144,300 | $62.5M | 0.93% | −1,300−0.9% | Reduced |
| Kestra Advisory Services, LLC | 145,993 | $63.3M | 0.20% | −10,711−6.8% | Reduced |
| MML Investors Services, LLC | 147,384 | $63.9M | 0.13% | +18,429+14.3% | Added |
| Investment Management Corp of Ontario | 148,066 | $64.2M | 0.81% | −1,012−0.7% | Reduced |
| Harbor Island Capital LLC | 148,878 | $64.5M | 17.18% | −10,907−6.8% | Reduced |
| Gradient Investments LLC | 150,167 | $65.1M | 0.90% | +6,371+4.4% | Added |
| MUFG Securities EMEA plc | 150,248 | $65.1M | 0.68% | +99,053+193.5% | Added |
| Boston Partners | 151,632 | $65.5M | 0.06% | −296,038−66.1% | Reduced |
| Guinness Asset Management LTD | 155,776 | $66.0M | 1.12% | −53,923−25.7% | Reduced |
| Oregon Public Employees Retirement Fund | 153,766 | $66.6M | 0.72% | +10,780+7.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 154,980 | $67.2M | 2.67% | −126,600−45.0% | Reduced |
| Braun Stacey Associates Inc | 155,268 | $67.3M | 1.91% | −5,512−3.4% | Reduced |
| Moore Capital Management, LP | 155,520 | $67.4M | 1.53% | +124,693+404.5% | Added |
| Mutual of America Capital Management LLC | 157,655 | $68.3M | 0.67% | +4,237+2.8% | Added |
| Jupiter Asset Management Ltd | 158,299 | $68.6M | 0.34% | −66,632−29.6% | Reduced |
| MAI Capital Management | 158,471 | $68.7M | 0.26% | +82,623+108.9% | Added |
| Prudential PLC | 158,903 | $68.9M | 0.49% | +57,074+56.0% | Added |
| Nicholas Company, Inc. | 159,717 | $69.2M | 1.27% | −91,865−36.5% | Reduced |
| Baker Avenue Asset Management, LP | 159,786 | $69.2M | 1.32% | −968−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 160,505 | $69.6M | 7.98% | −3,738−2.3% | Reduced |
| Dana Investment Advisors, Inc. | 161,706 | $70.1M | 1.82% | −11,662−6.7% | Reduced |
| Advisory Services Network, LLC | 163,386 | $70.8M | 0.81% | −1,739−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 166,336 | $72.1M | 0.16% | −4,177−2.4% | Reduced |
| OP Asset Management Ltd | 169,758 | $73.6M | 0.78% | +29,534+21.1% | Added |
| ASR Vermogensbeheer N.V. | 172,453 | $74.7M | 0.77% | +47,767+38.3% | Added |
| Vident Advisory, LLC | 172,662 | $74.8M | 0.56% | +20,185+13.2% | Added |
| Steward Partners Investment Advisory, LLC | 172,964 | $75.0M | 0.38% | +89,958+108.4% | Added |
| Ethic Inc. | 173,312 | $75.1M | 0.94% | +1,389+0.8% | Added |
| Profund Advisors LLC | 173,756 | $75.3M | 2.07% | +23,036+15.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 175,225 | $75.9M | 0.51% | +18,902+12.1% | Added |
| Smith Group Asset Management, LLC | 175,747 | $76.2M | 3.10% | +171,610+4,148.2% | Added |