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: 34 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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 175,786 | $76.2M | 0.28% | +10,575+6.4% | Added |
| Hamilton Capital Partners Inc. | 177,415 | $76.9M | 2.23% | +2,000+1.1% | Added |
| Wealth Architects, LLC | 178,222 | $77.2M | 6.10% | −85,020−32.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,116 | $78.0M | 0.54% | +2,746+1.5% | Added |
| McGuire Investment Group, LLC | 182,811 | $79.2M | 6.94% | −3,203−1.7% | Reduced |
| Parnassus Investments | 185,517 | $80.4M | 0.21% | −76,646−29.2% | Reduced |
| British Columbia Investment Management Corp | 187,160 | $81.1M | 0.51% | +14,050+8.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 187,478 | $81.2M | 0.61% | −5,644−2.9% | Reduced |
| Andra AP-fonden | 189,539 | $82.1M | 0.94% | +10,800+6.0% | Added |
| Utah Retirement Systems | 189,753 | $82.2M | 0.78% | −14,384−7.0% | Reduced |
| Defiance ETFs, LLC | 211,992 | $82.9M | 1.15% | −43,368−17.0% | Reduced |
| Whittier Trust Co | 237,081 | $83.0M | 0.82% | +66,477+39.0% | Added |
| GWM Advisors LLC | 192,888 | $83.6M | 0.25% | +34,079+21.5% | Added |
| Wealthfront Advisers LLC | 193,835 | $84.0M | 0.16% | +7,652+4.1% | Added |
| AE Wealth Management LLC | 196,200 | $85.0M | 0.40% | −49,463−20.1% | Reduced |
| Empire Life Investments Inc. | 197,593 | $85.6M | 4.78% | −71,393−26.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 199,300 | $86.4M | 2.64% | −2,400−1.2% | Reduced |
| HRT Financial LP | 199,360 | $86.4M | 0.16% | −658,856−76.8% | Reduced |
| Varma Mutual Pension Insurance Co | 201,030 | $87.1M | 0.46% | −40,700−16.8% | Reduced |
| Vontobel Holding Ltd. | 202,715 | $87.8M | 0.29% | −179,478−47.0% | Reduced |
| Burney Co | 204,176 | $88.5M | 2.39% | −30,723−13.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 204,254 | $88.5M | 0.76% | +60,939+42.5% | Added |
| Kingsview Wealth Management, LLC | 205,076 | $88.9M | 1.08% | +153,241+295.6% | Added |
| New York Life Investment Management LLC | 205,583 | $89.1M | 0.62% | +5,337+2.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 205,801 | $89.2M | 1.56% | −15,633−7.1% | Reduced |
| D. E. Shaw & Co., Inc. | 206,424 | $89.4M | 0.06% | −740,192−78.2% | Reduced |
| Kames Capital plc | 213,677 | $92.6M | 0.99% | +71,695+50.5% | Added |
| Exchange Traded Concepts, LLC | 214,465 | $92.9M | 0.46% | +79,850+59.3% | Added |
| Wedge Capital Management L L P | 220,495 | $95.5M | 1.58% | −41,813−15.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 224,322 | $97.2M | 1.71% | +640.0% | Added |
| Two Sigma Investments, LP | 225,152 | $97.6M | 0.07% | −1,277,075−85.0% | Reduced |
| Public Sector Pension Investment Board | 225,457 | $97.7M | 0.26% | +2,781+1.2% | Added |
| Banco Santander, S.A. | 225,762 | $97.8M | 0.61% | −39,456−14.9% | Reduced |
| Four Tree Island Advisory LLC | 227,800 | $98.7M | 32.55% | −500−0.2% | Reduced |
| Blackstone Group Inc. | 230,000 | $99.7M | 0.33% | +227,244+8,245.4% | Added |
| Menora Mivtachim Holdings Ltd. | 230,740 | $100.0M | 0.39% | −451,240−66.2% | Reduced |
| JustInvest LLC | 231,375 | $100.3M | 0.82% | +7,737+3.5% | Added |
| Gateway Investment Advisers LLC | 232,236 | $100.6M | 0.99% | +100,745+76.6% | Added |
| Pinebridge Investments LLC | 232,275 | $100.7M | 0.83% | −77,330−25.0% | Reduced |
| Zacks Investment Management | 232,456 | $100.7M | 0.72% | +194+0.1% | Added |
| USS Investment Management Ltd | 236,445 | $102.5M | 0.40% | +13,200+5.9% | Added |
| Caxton Associates LLP | 236,500 | $102.5M | 1.92% | +227,159+2,431.8% | Added |
| Rokos Capital Management LLP | 237,269 | $102.8M | 1.29% | −22,652−8.7% | Reduced |
| Huntington National Bank | 237,584 | $103.0M | 0.50% | −2,250−0.9% | Reduced |
| UniSuper Management Pty Ltd | 240,066 | $104.0M | 0.54% | +30,339+14.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 241,689 | $104.7M | 1.48% | −39,006−13.9% | Reduced |
| iA Global Asset Management Inc. | 242,809 | $105.2M | 1.25% | −23,366−8.8% | Reduced |
| Neville Rodie & Shaw Inc | 243,027 | $105.3M | 6.82% | −7,132−2.9% | Reduced |
| Penserra Capital Management LLC | 250,861 | $108.7M | 0.84% | −31,489−11.2% | Reduced |
| Pinnacle Associates Ltd | 255,656 | $110.8M | 1.21% | −31,831−11.1% | Reduced |
| Lido Advisors, LLC | 256,239 | $111.1M | 0.40% | −11,958−4.5% | Reduced |
| Vinva Investment Management Ltd | 272,174 | $111.8M | 0.75% | +90,127+49.5% | Added |
| Capital World Investors | 259,513 | $112.5M | 0.01% | +259,513 | New |
| Blue Sparrow, LLC | 262,000 | $113.5M | 1.10% | +183,800+235.0% | Added |
| Amalgamated Bank | 262,534 | $113.8M | 0.79% | −14,645−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 262,632 | $113.8M | 0.17% | +44,896+20.6% | Added |
| Retirement Systems of Alabama | 262,717 | $113.8M | 0.34% | −2,470−0.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 264,261 | $114.5M | 0.50% | +121,015+84.5% | Added |
| Advisor Group Holdings, Inc. | 264,500 | $114.6M | 0.13% | +16,334+6.6% | Added |
| Crestwood Advisors Group LLC | 267,669 | $116.0M | 1.72% | −10,096−3.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 268,636 | $116.4M | 0.97% | +11,902+4.6% | Added |
| Moneta Group Investment Advisors LLC | 269,381 | $116.7M | 0.86% | −13,616−4.8% | Reduced |
| Shelton Capital Management | 270,819 | $117.4M | 2.18% | +6,565+2.5% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 271,100 | $117.5M | 11.60% | +271,100 | New |
| Williams Jones Wealth Management, LLC. | 274,278 | $118.9M | 1.34% | +209+0.1% | Added |
| Pathstone Holdings, LLC | 274,275 | $119.5M | 0.35% | +11,915+4.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,217 | $119.7M | 0.58% | −14,675−5.0% | Reduced |
| Gotham Asset Management, LLC | 276,730 | $119.9M | 0.28% | −20,999−7.1% | Reduced |
| QRG Capital Management, Inc. | 278,844 | $120.8M | 0.99% | +17,328+6.6% | Added |
| Ieq Capital, LLC | 279,306 | $121.0M | 0.56% | −38,973−12.2% | Reduced |
| Castleark Management LLC | 283,808 | $123.0M | 3.32% | −52,932−15.7% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 285,584 | $123.8M | 2.21% | −46,054−13.9% | Reduced |
| Westfield Capital Management Co LP | 285,614 | $123.8M | 0.40% | +285,614 | New |
| IFM Investors Pty Ltd | 287,229 | $124.5M | 0.82% | +24,456+9.3% | Added |
| DnB Asset Management AS | 288,952 | $125.2M | 0.35% | +23,555+8.9% | Added |
| Flputnam Investment Management Co | 292,741 | $126.9M | 1.51% | −92,333−24.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 297,425 | $128.9M | 0.60% | −16,138−5.1% | Reduced |
| Scotia Capital Inc. | 306,579 | $132.9M | 0.50% | +6,123+2.0% | Added |
| Empowered Funds, LLC | 312,654 | $135.5M | 0.71% | −37,502−10.7% | Reduced |
| Nomura Holdings Inc | 314,515 | $136.3M | 0.58% | +136,841+77.0% | Added |
| Holocene Advisors, LP | 317,652 | $137.6M | 0.32% | +226,943+250.2% | Added |
| RE Advisers Corp | 318,936 | $138.2M | 3.43% | −197,800−38.3% | Reduced |
| Mediolanum International Funds Ltd | 349,671 | $143.7M | 1.23% | −61,650−15.0% | Reduced |
| Commonwealth Equity Services, LLC | 332,659 | $144.2M | 0.18% | −56,362−14.5% | Reduced |
| MetLife Investment Management | 335,179 | $145.2M | 0.66% | −13,395−3.8% | Reduced |
| Zurich Insurance Group Ltd | 337,778 | $146.4M | 1.02% | −84,632−20.0% | Reduced |
| Jones Financial Companies LLLP | 387,867 | $147.1M | 0.06% | +101,703+35.5% | Added |
| Assetmark, Inc | 340,833 | $147.7M | 0.25% | +9,222+2.8% | Added |
| Fisher Asset Management, LLC | 342,058 | $148.2M | 0.04% | −17,553−4.9% | Reduced |
| Cartenna Capital, LP | 345,000 | $149.5M | 5.53% | −20,000−5.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 346,052 | $150.0M | 0.67% | −90.0% | Reduced |
| Arizona State Retirement System | 346,510 | $150.2M | 0.75% | +2,379+0.7% | Added |
| CIBC World Markets Inc. | 350,699 | $152.0M | 0.26% | −43,853−11.1% | Reduced |
| Raiffeisen Bank International AG | 374,248 | $153.8M | 1.81% | −122,437−24.7% | Reduced |
| TD Waterhouse Canada Inc. | 393,729 | $153.9M | 0.41% | +70,568+21.8% | Added |
| ARS Investment Partners, LLC | 355,425 | $154.0M | 6.73% | −29,568−7.7% | Reduced |
| Czech National Bank | 355,960 | $154.2M | 0.84% | +15,863+4.7% | Added |
| State of Michigan Retirement System | 358,800 | $155.5M | 0.69% | −2,800−0.8% | Reduced |
| NewEdge Wealth, LLC | 360,550 | $156.2M | 1.58% | +4,248+1.2% | Added |
| Manning & Napier Advisors LLC | 362,315 | $157.0M | 2.01% | −15,685−4.1% | Reduced |