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 7 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
- 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
- 1,077 more added
- Sold out
- 96
- 1,177 more reduced
32 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 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 1,201,405 | $520.6M | 1.18% | +35,685+3.1% | Added |
| Adage Capital Partners GP, L.L.C. | 1,185,720 | $513.8M | 0.72% | +27,600+2.4% | Added |
| Natixis Advisors, L.P. | 1,166,699 | $505.6M | 0.57% | +195,248+20.1% | Added |
| Sands Capital Management, LLC | 1,133,965 | $491.4M | 1.82% | +378,743+50.1% | Added |
| Aviva PLC | 1,126,326 | $488.1M | 0.72% | +10,002+0.9% | Added |
| Ensign Peak Advisors, Inc | 1,121,447 | $486.0M | 0.80% | +306,871+37.7% | Added |
| Jane Street Group, LLC | 1,118,602 | $484.7M | 0.31% | +419,058+59.9% | Added |
| Quantinno Capital Management LP | 1,108,057 | $480.2M | 0.58% | +44,420+4.2% | Added |
| Thrivent Financial for Lutherans | 1,075,010 | $465.8M | 0.78% | −308,940−22.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,073,600 | $465.2M | 0.77% | −33,125−3.0% | Reduced |
| CIBC Bancorp USA Inc. | 1,057,591 | $458.8M | 0.57% | +98,374+10.3% | Added |
| Standard Life Aberdeen plc | 1,051,305 | $455.6M | 0.64% | +17,839+1.7% | Added |
| New York State Teachers Retirement System | 1,017,431 | $440.9M | 0.81% | −54,720−5.1% | Reduced |
| Blue Whale Capital LLP | 1,017,021 | $440.7M | 13.98% | −273,568−21.2% | Reduced |
| Panagora Asset Management Inc | 983,205 | $426.1M | 1.31% | +59,095+6.4% | Added |
| APG Asset Management N.V. | 1,116,451 | $423.2M | 1.04% | +283,859+34.1% | Added |
| CI Private Wealth, LLC | 975,811 | $422.8M | 0.59% | −130,086−11.8% | Reduced |
| Manufacturers Life Insurance Company, The | 964,364 | $417.9M | 0.33% | +138,754+16.8% | Added |
| SEI Investments Co | 959,938 | $416.0M | 0.37% | −154,301−13.8% | Reduced |
| Danske Bank A/S | 954,179 | $413.5M | 0.82% | −101,657−9.6% | Reduced |
| NEOS Investment Management LLC | 951,247 | $412.2M | 1.52% | +87,097+10.1% | Added |
| Bridgewater Associates, LP | 938,224 | $406.6M | 1.67% | −633,005−40.3% | Reduced |
| Captrust Financial Advisors | 937,685 | $406.3M | 0.62% | +35,146+3.9% | Added |
| PFA Pension, Forsikringsaktieselskab | 926,200 | $401.4M | 1.02% | −55,850−5.7% | Reduced |
| Korea Investment CORP | 910,493 | $394.5M | 0.75% | −112,738−11.0% | Reduced |
| Mariner, LLC | 884,666 | $383.3M | 0.40% | −23,208−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 881,506 | $382.0M | 0.55% | +473,027+115.8% | Added |
| Trivest Advisors Ltd | 860,000 | $372.7M | 11.72% | +44,300+5.4% | Added |
| Polen Capital Management LLC | 859,036 | $372.2M | 3.21% | −195,459−18.5% | Reduced |
| Guggenheim Capital LLC | 858,419 | $372.0M | 2.41% | +44,659+5.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 860,221 | $370.4M | 0.44% | −96,772−10.1% | Reduced |
| Storebrand Asset Management AS | 844,760 | $366.1M | 0.90% | −58,506−6.5% | Reduced |
| HighTower Advisors, LLC | 824,884 | $357.4M | 0.34% | −45,999−5.3% | Reduced |
| HM Payson & Co | 810,989 | $351.4M | 4.66% | −32,270−3.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 798,799 | $346.1M | 0.76% | −35,302−4.2% | Reduced |
| Artisan Partners Limited Partnership | 786,238 | $340.7M | 0.56% | −4,243,428−84.4% | Reduced |
| Treasurer of the State of North Carolina | 780,871 | $338.4M | 0.87% | −147,380−15.9% | Reduced |
| Man Group plc | 777,269 | $336.8M | 0.62% | −410,444−34.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 774,460 | $335.6M | 0.64% | −313,663−28.8% | Reduced |
| Swiss Life Asset Management Ltd | 769,346 | $333.4M | 1.38% | −17,926−2.3% | Reduced |
| Heard Capital LLC | 757,760 | $328.4M | 14.05% | −313,120−29.2% | Reduced |
| Temasek Holdings (Private) Ltd | 755,004 | $327.2M | 0.90% | −5,331−0.7% | Reduced |
| Railway Pension Investments Ltd | 754,700 | $327.0M | 4.11% | −227,500−23.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 986,841 | $322.7M | 0.54% | −88,884−8.3% | Reduced |
| Whale Rock Capital Management LLC | 742,638 | $321.8M | 2.58% | −215,239−22.5% | Reduced |
| Stifel Financial Corp | 730,517 | $316.6M | 0.26% | +33,377+4.8% | Added |
| Creative Planning | 728,684 | $315.8M | 0.18% | +14,182+2.0% | Added |
| Federated Hermes, Inc. | 726,236 | $314.7M | 0.45% | +167,703+30.0% | Added |
| Life Cycle Investment Partners Ltd | 724,308 | $313.9M | 1.46% | +594,740+459.0% | Added |
| Qube Research & Technologies Ltd | 715,234 | $309.9M | 0.34% | −185,221−20.6% | Reduced |
| Candriam Luxembourg S.C.A. | 713,392 | $308.8M | 1.39% | −153,124−17.7% | Reduced |
| Millennium Management LLC | 696,499 | $301.8M | 0.20% | −892,228−56.2% | Reduced |
| GF Fund Management Co. Ltd. | 688,419 | $298.3M | 3.58% | +28,286+4.3% | Added |
| Los Angeles Capital Management LLC | 687,728 | $298.0M | 1.10% | −425,952−38.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 690,734 | $297.9M | 0.80% | −391,266−36.2% | Reduced |
| State of Wisconsin Investment Board | 686,377 | $297.4M | 0.60% | −28,219−3.9% | Reduced |
| Macquarie Group Ltd | 676,823 | $293.3M | 1.27% | +72,762+12.0% | Added |
| Eventide Asset Management, LLC | 673,431 | $291.7M | 3.90% | −14,971−2.2% | Reduced |
| Montrusco Bolton Investments Inc. | 671,482 | $291.0M | 4.51% | −13,876−2.0% | Reduced |
| Agf Management Ltd | 667,135 | $289.1M | 1.12% | +660,471+9,911.0% | Added |
| Royal London Asset Management Ltd | 661,673 | $286.7M | 0.53% | −12,223−1.8% | Reduced |
| Artemis Investment Management LLP | 644,861 | $279.4M | 2.49% | +170,518+35.9% | Added |
| Vanguard Investments Australia, Ltd. | 639,100 | $276.9M | 0.69% | +12,546+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 635,416 | $275.3M | 0.15% | +24,526+4.0% | Added |
| Toronto Dominion Bank | 633,199 | $274.4M | 0.46% | +99,049+18.5% | Added |
| Asset Management One Co.,Ltd. | 630,534 | $273.2M | 0.70% | −38,179−5.7% | Reduced |
| Ci Investments Inc. | 626,954 | $271.7M | 0.87% | +239,538+61.8% | Added |
| KLP Kapitalforvaltning AS | 626,180 | $271.5M | 0.88% | +43,900+7.5% | Added |
| Nomura Asset Management Co Ltd | 626,419 | $271.4M | 0.58% | +30,474+5.1% | Added |
| CIBC Asset Management Inc | 616,415 | $267.1M | 0.59% | +8,733+1.4% | Added |
| Erste Asset Management GmbH | 641,871 | $266.2M | 2.07% | −228,804−26.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 613,753 | $266.0M | 0.69% | −10,724−1.7% | Reduced |
| FIL Ltd | 606,466 | $262.8M | 0.19% | +50,938+9.2% | Added |
| Mercer Global Advisors Inc | 606,442 | $262.8M | 0.32% | −30,802−4.8% | Reduced |
| E Fund Management Co., Ltd. | 605,923 | $262.6M | 5.89% | +491,527+429.7% | Added |
| Credit Agricole S A | 602,957 | $261.3M | 0.66% | +158,401+35.6% | Added |
| Epoch Investment Partners, Inc. | 592,701 | $256.8M | 1.46% | −40,083−6.3% | Reduced |
| Close Asset Management Ltd | 584,653 | $253.4M | 6.75% | −370,423−38.8% | Reduced |
| Toroso Investments, LLC | 570,667 | $247.3M | 0.60% | −72,167−11.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 568,010 | $246.1M | 1.18% | −15,000−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 566,838 | $245.6M | 0.85% | +215,662+61.4% | Added |
| Handelsbanken Fonder AB | 565,142 | $244.9M | 0.70% | −35,142−5.9% | Reduced |
| AustralianSuper Pty Ltd | 555,814 | $240.9M | 1.04% | −148,453−21.1% | Reduced |
| Lazard Asset Management LLC | 553,755 | $240.0M | 0.36% | −176,080−24.1% | Reduced |
| Public Employees Retirement System of Ohio | 547,910 | $237.4M | 0.70% | −37,215−6.4% | Reduced |
| Associated Banc-Corp | 546,875 | $237.0M | 5.63% | −52,084−8.7% | Reduced |
| STRS Ohio | 544,256 | $235.8M | 0.88% | +26,512+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 598,102 | $234.0M | 0.36% | +176,807+42.0% | Added |
| Squarepoint Ops LLC | 536,187 | $232.3M | 0.45% | −316,614−37.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 535,573 | $232.2M | 1.13% | −196,791−26.9% | Reduced |
| Baird Financial Group, Inc. | 535,780 | $232.2M | 0.32% | −9,182−1.7% | Reduced |
| Actiam N.V. | 535,748 | $232.2M | 1.79% | −116,284−17.8% | Reduced |
| NZS Capital, LLC | 535,030 | $231.8M | 6.01% | −38,857−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 533,201 | $231.1M | 0.83% | +54,919+11.5% | Added |
| Fifth Third Bancorp | 527,507 | $228.6M | 0.37% | +173,538+49.0% | Added |
| Assenagon Asset Management S.A. | 519,230 | $225.0M | 0.29% | −1,597,003−75.5% | Reduced |
| Rathbone Brothers plc | 506,353 | $219.4M | 0.81% | +433,241+592.6% | Added |
| Vaughan David Investments LLC | 498,885 | $216.2M | 4.30% | −32,982−6.2% | Reduced |
| DJE Kapital AG | 483,185 | $215.1M | 4.06% | +43,183+9.8% | Added |
| Nissay Asset Management Corp | 496,234 | $215.0M | 0.91% | +60,651+13.9% | Added |