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 |
|---|---|---|---|---|---|
| WT Asset Management Ltd | 493,233 | $213.7M | 4.23% | +493,233 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 490,926 | $212.7M | 0.41% | −14,430−2.9% | Reduced |
| 1832 Asset Management L.P. | 486,046 | $210.6M | 0.26% | +355,167+271.4% | Added |
| Teacher Retirement System of Texas | 485,939 | $210.6M | 0.57% | −61,594−11.2% | Reduced |
| Cerity Partners LLC | 485,639 | $210.4M | 0.26% | −5,447−1.1% | Reduced |
| Trybe Capital Management LP | 478,246 | $207.2M | 22.30% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 455,360 | $197.3M | 0.14% | 00.0% | Unchanged |
| SEB Asset Management AB | 448,909 | $194.5M | 0.73% | +4,996+1.1% | Added |
| Glenmede Trust Co NA | 446,985 | $193.7M | 0.85% | −75,709−14.5% | Reduced |
| Winslow Capital Management, LLC | 444,164 | $192.5M | 0.66% | +429,575+2,944.5% | Added |
| Nykredit A/S | 442,227 | $191.6M | 0.73% | +442,227 | New |
| State of Tennessee, Treasury Department | 441,754 | $191.4M | 0.57% | +20,987+5.0% | Added |
| Crosslink Capital Inc | 431,266 | $186.9M | 13.80% | −57,743−11.8% | Reduced |
| ING Groep NV | 425,709 | $184.5M | 0.90% | −37,080−8.0% | Reduced |
| Achmea Investment Management B.V. | 425,361 | $184.3M | 4.61% | −116,594−21.5% | Reduced |
| Tredje AP-fonden | 417,222 | $180.8M | 0.82% | +2,806+0.7% | Added |
| Pacer Advisors, Inc. | 407,570 | $176.6M | 0.46% | −115,750−22.1% | Reduced |
| State of New Jersey Common Pension Fund D | 403,780 | $175.0M | 0.60% | −29,327−6.8% | Reduced |
| Worldquant Millennium Advisors LLC | 403,616 | $174.9M | 0.60% | −692,977−63.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 401,561 | $174.0M | 0.78% | −21,935−5.2% | Reduced |
| Dorsal Capital Management, LLC | 400,000 | $173.3M | 6.24% | +400,000 | New |
| Federation des caisses Desjardins du Quebec | 396,240 | $171.7M | 0.52% | +93,765+31.0% | Added |
| Cetera Investment Advisers | 395,156 | $171.2M | 0.16% | +17,563+4.7% | Added |
| Clear Street Group Inc. | 394,705 | $171.0M | 0.54% | +223,071+130.0% | Added |
| US Bancorp | 394,657 | $171.0M | 0.19% | +5,317+1.4% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 394,080 | $170.8M | 1.74% | +394,080 | New |
| Virginia Retirement Systems Et Al | 392,874 | $170.2M | 1.02% | −16,277−4.0% | Reduced |
| Palestra Capital Management LLC | 388,886 | $168.5M | 5.71% | +388,886 | New |
| Woodline Partners LP | 386,934 | $167.7M | 0.52% | +235,257+155.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 385,544 | $167.2M | 1.07% | −389,143−50.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 385,338 | $166.8M | 1.04% | +5,576+1.5% | Added |
| CBOE Vest Financial, LLC | 384,415 | $166.6M | 1.75% | −88,001−18.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 386,710 | $165.8M | 0.78% | −32,199−7.7% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 382,500 | $165.7M | 2.22% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 379,382 | $164.5M | 0.51% | −42,127−10.0% | Reduced |
| Clearbridge Investments, LLC | 378,708 | $164.1M | 0.14% | −25,507−6.3% | Reduced |
| Janney Montgomery Scott LLC | 365,882 | $158.5M | 0.31% | +13,061+3.7% | Added |
| Calamos Advisors LLC | 365,435 | $158.4M | 0.57% | −47,716−11.5% | Reduced |
| Xponance, Inc. | 364,140 | $157.8M | 0.97% | −8,213−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 363,843 | $157.7M | 1.18% | −132,800−26.7% | Reduced |
| Manning & Napier Advisors LLC | 362,315 | $157.0M | 2.01% | −15,685−4.1% | Reduced |
| NewEdge Wealth, LLC | 360,550 | $156.2M | 1.58% | +4,248+1.2% | Added |
| State of Michigan Retirement System | 358,800 | $155.5M | 0.69% | −2,800−0.8% | Reduced |
| Czech National Bank | 355,960 | $154.2M | 0.84% | +15,863+4.7% | Added |
| ARS Investment Partners, LLC | 355,425 | $154.0M | 6.73% | −29,568−7.7% | Reduced |
| TD Waterhouse Canada Inc. | 393,729 | $153.9M | 0.41% | +70,568+21.8% | Added |
| Raiffeisen Bank International AG | 374,248 | $153.8M | 1.81% | −122,437−24.7% | Reduced |
| CIBC World Markets Inc. | 350,699 | $152.0M | 0.26% | −43,853−11.1% | Reduced |
| Arizona State Retirement System | 346,510 | $150.2M | 0.75% | +2,379+0.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 346,052 | $150.0M | 0.67% | −90.0% | Reduced |
| Cartenna Capital, LP | 345,000 | $149.5M | 5.53% | −20,000−5.5% | Reduced |
| Fisher Asset Management, LLC | 342,058 | $148.2M | 0.04% | −17,553−4.9% | Reduced |
| Assetmark, Inc | 340,833 | $147.7M | 0.25% | +9,222+2.8% | Added |
| Jones Financial Companies LLLP | 387,867 | $147.1M | 0.06% | +101,703+35.5% | Added |
| Zurich Insurance Group Ltd | 337,778 | $146.4M | 1.02% | −84,632−20.0% | Reduced |
| MetLife Investment Management | 335,179 | $145.2M | 0.66% | −13,395−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 332,659 | $144.2M | 0.18% | −56,362−14.5% | Reduced |
| Mediolanum International Funds Ltd | 349,671 | $143.7M | 1.23% | −61,650−15.0% | Reduced |
| RE Advisers Corp | 318,936 | $138.2M | 3.43% | −197,800−38.3% | Reduced |
| Holocene Advisors, LP | 317,652 | $137.6M | 0.32% | +226,943+250.2% | Added |
| Nomura Holdings Inc | 314,515 | $136.3M | 0.58% | +136,841+77.0% | Added |
| Empowered Funds, LLC | 312,654 | $135.5M | 0.71% | −37,502−10.7% | Reduced |
| Scotia Capital Inc. | 306,579 | $132.9M | 0.50% | +6,123+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 297,425 | $128.9M | 0.60% | −16,138−5.1% | Reduced |
| Flputnam Investment Management Co | 292,741 | $126.9M | 1.51% | −92,333−24.0% | Reduced |
| DnB Asset Management AS | 288,952 | $125.2M | 0.35% | +23,555+8.9% | Added |
| IFM Investors Pty Ltd | 287,229 | $124.5M | 0.82% | +24,456+9.3% | Added |
| Westfield Capital Management Co LP | 285,614 | $123.8M | 0.40% | +285,614 | New |
| 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 |
| Castleark Management LLC | 283,808 | $123.0M | 3.32% | −52,932−15.7% | Reduced |
| Ieq Capital, LLC | 279,306 | $121.0M | 0.56% | −38,973−12.2% | Reduced |
| QRG Capital Management, Inc. | 278,844 | $120.8M | 0.99% | +17,328+6.6% | Added |
| Gotham Asset Management, LLC | 276,730 | $119.9M | 0.28% | −20,999−7.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 276,217 | $119.7M | 0.58% | −14,675−5.0% | Reduced |
| Pathstone Holdings, LLC | 274,275 | $119.5M | 0.35% | +11,915+4.5% | Added |
| Williams Jones Wealth Management, LLC. | 274,278 | $118.9M | 1.34% | +209+0.1% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 271,100 | $117.5M | 11.60% | +271,100 | New |
| Shelton Capital Management | 270,819 | $117.4M | 2.18% | +6,565+2.5% | Added |
| Moneta Group Investment Advisors LLC | 269,381 | $116.7M | 0.86% | −13,616−4.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 268,636 | $116.4M | 0.97% | +11,902+4.6% | Added |
| Crestwood Advisors Group LLC | 267,669 | $116.0M | 1.72% | −10,096−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 264,500 | $114.6M | 0.13% | +16,334+6.6% | Added |
| Capitolis Liquid Global Markets LLC | 264,261 | $114.5M | 0.50% | +121,015+84.5% | Added |
| Retirement Systems of Alabama | 262,717 | $113.8M | 0.34% | −2,470−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 262,632 | $113.8M | 0.17% | +44,896+20.6% | Added |
| Amalgamated Bank | 262,534 | $113.8M | 0.79% | −14,645−5.3% | Reduced |
| Blue Sparrow, LLC | 262,000 | $113.5M | 1.10% | +183,800+235.0% | Added |
| Capital World Investors | 259,513 | $112.5M | 0.01% | +259,513 | New |
| Vinva Investment Management Ltd | 272,174 | $111.8M | 0.75% | +90,127+49.5% | Added |
| Lido Advisors, LLC | 256,239 | $111.1M | 0.40% | −11,958−4.5% | Reduced |
| Pinnacle Associates Ltd | 255,656 | $110.8M | 1.21% | −31,831−11.1% | Reduced |
| Penserra Capital Management LLC | 250,861 | $108.7M | 0.84% | −31,489−11.2% | Reduced |
| Neville Rodie & Shaw Inc | 243,027 | $105.3M | 6.82% | −7,132−2.9% | Reduced |
| iA Global Asset Management Inc. | 242,809 | $105.2M | 1.25% | −23,366−8.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 241,689 | $104.7M | 1.48% | −39,006−13.9% | Reduced |
| UniSuper Management Pty Ltd | 240,066 | $104.0M | 0.54% | +30,339+14.5% | Added |
| Huntington National Bank | 237,584 | $103.0M | 0.50% | −2,250−0.9% | Reduced |
| Rokos Capital Management LLP | 237,269 | $102.8M | 1.29% | −22,652−8.7% | Reduced |
| Caxton Associates LLP | 236,500 | $102.5M | 1.92% | +227,159+2,431.8% | Added |
| USS Investment Management Ltd | 236,445 | $102.5M | 0.40% | +13,200+5.9% | Added |