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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 232,456 | $100.7M | 0.72% | +194+0.1% | Added |
| Pinebridge Investments LLC | 232,275 | $100.7M | 0.83% | −77,330−25.0% | Reduced |
| Gateway Investment Advisers LLC | 232,236 | $100.6M | 0.99% | +100,745+76.6% | Added |
| JustInvest LLC | 231,375 | $100.3M | 0.82% | +7,737+3.5% | Added |
| Menora Mivtachim Holdings Ltd. | 230,740 | $100.0M | 0.39% | −451,240−66.2% | Reduced |
| Blackstone Group Inc. | 230,000 | $99.7M | 0.33% | +227,244+8,245.4% | Added |
| Four Tree Island Advisory LLC | 227,800 | $98.7M | 32.55% | −500−0.2% | Reduced |
| Banco Santander, S.A. | 225,762 | $97.8M | 0.61% | −39,456−14.9% | Reduced |
| Public Sector Pension Investment Board | 225,457 | $97.7M | 0.26% | +2,781+1.2% | Added |
| Two Sigma Investments, LP | 225,152 | $97.6M | 0.07% | −1,277,075−85.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 224,322 | $97.2M | 1.71% | +640.0% | Added |
| Wedge Capital Management L L P | 220,495 | $95.5M | 1.58% | −41,813−15.9% | Reduced |
| Exchange Traded Concepts, LLC | 214,465 | $92.9M | 0.46% | +79,850+59.3% | Added |
| Kames Capital plc | 213,677 | $92.6M | 0.99% | +71,695+50.5% | Added |
| D. E. Shaw & Co., Inc. | 206,424 | $89.4M | 0.06% | −740,192−78.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 205,801 | $89.2M | 1.56% | −15,633−7.1% | Reduced |
| New York Life Investment Management LLC | 205,583 | $89.1M | 0.62% | +5,337+2.7% | Added |
| Kingsview Wealth Management, LLC | 205,076 | $88.9M | 1.08% | +153,241+295.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 204,254 | $88.5M | 0.76% | +60,939+42.5% | Added |
| Burney Co | 204,176 | $88.5M | 2.39% | −30,723−13.1% | Reduced |
| Vontobel Holding Ltd. | 202,715 | $87.8M | 0.29% | −179,478−47.0% | Reduced |
| Varma Mutual Pension Insurance Co | 201,030 | $87.1M | 0.46% | −40,700−16.8% | Reduced |
| HRT Financial LP | 199,360 | $86.4M | 0.16% | −658,856−76.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 199,300 | $86.4M | 2.64% | −2,400−1.2% | Reduced |
| Empire Life Investments Inc. | 197,593 | $85.6M | 4.78% | −71,393−26.5% | Reduced |
| AE Wealth Management LLC | 196,200 | $85.0M | 0.40% | −49,463−20.1% | Reduced |
| Wealthfront Advisers LLC | 193,835 | $84.0M | 0.16% | +7,652+4.1% | Added |
| GWM Advisors LLC | 192,888 | $83.6M | 0.25% | +34,079+21.5% | Added |
| Whittier Trust Co | 237,081 | $83.0M | 0.82% | +66,477+39.0% | Added |
| Defiance ETFs, LLC | 211,992 | $82.9M | 1.15% | −43,368−17.0% | Reduced |
| Utah Retirement Systems | 189,753 | $82.2M | 0.78% | −14,384−7.0% | Reduced |
| Andra AP-fonden | 189,539 | $82.1M | 0.94% | +10,800+6.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 187,478 | $81.2M | 0.61% | −5,644−2.9% | Reduced |
| British Columbia Investment Management Corp | 187,160 | $81.1M | 0.51% | +14,050+8.1% | Added |
| Parnassus Investments | 185,517 | $80.4M | 0.21% | −76,646−29.2% | Reduced |
| McGuire Investment Group, LLC | 182,811 | $79.2M | 6.94% | −3,203−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 180,116 | $78.0M | 0.54% | +2,746+1.5% | Added |
| Wealth Architects, LLC | 178,222 | $77.2M | 6.10% | −85,020−32.3% | Reduced |
| Hamilton Capital Partners Inc. | 177,415 | $76.9M | 2.23% | +2,000+1.1% | Added |
| Fiera Capital Corp | 175,786 | $76.2M | 0.28% | +10,575+6.4% | Added |
| Smith Group Asset Management, LLC | 175,747 | $76.2M | 3.10% | +171,610+4,148.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 175,225 | $75.9M | 0.51% | +18,902+12.1% | Added |
| Profund Advisors LLC | 173,756 | $75.3M | 2.07% | +23,036+15.3% | Added |
| Ethic Inc. | 173,312 | $75.1M | 0.94% | +1,389+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 172,964 | $75.0M | 0.38% | +89,958+108.4% | Added |
| Vident Advisory, LLC | 172,662 | $74.8M | 0.56% | +20,185+13.2% | Added |
| ASR Vermogensbeheer N.V. | 172,453 | $74.7M | 0.77% | +47,767+38.3% | Added |
| OP Asset Management Ltd | 169,758 | $73.6M | 0.78% | +29,534+21.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 166,336 | $72.1M | 0.16% | −4,177−2.4% | Reduced |
| Advisory Services Network, LLC | 163,386 | $70.8M | 0.81% | −1,739−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 161,706 | $70.1M | 1.82% | −11,662−6.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 160,505 | $69.6M | 7.98% | −3,738−2.3% | Reduced |
| Baker Avenue Asset Management, LP | 159,786 | $69.2M | 1.32% | −968−0.6% | Reduced |
| Nicholas Company, Inc. | 159,717 | $69.2M | 1.27% | −91,865−36.5% | Reduced |
| Prudential PLC | 158,903 | $68.9M | 0.49% | +57,074+56.0% | Added |
| MAI Capital Management | 158,471 | $68.7M | 0.26% | +82,623+108.9% | Added |
| Jupiter Asset Management Ltd | 158,299 | $68.6M | 0.34% | −66,632−29.6% | Reduced |
| Mutual of America Capital Management LLC | 157,655 | $68.3M | 0.67% | +4,237+2.8% | Added |
| Moore Capital Management, LP | 155,520 | $67.4M | 1.53% | +124,693+404.5% | Added |
| Braun Stacey Associates Inc | 155,268 | $67.3M | 1.91% | −5,512−3.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 154,980 | $67.2M | 2.67% | −126,600−45.0% | Reduced |
| Oregon Public Employees Retirement Fund | 153,766 | $66.6M | 0.72% | +10,780+7.5% | Added |
| Guinness Asset Management LTD | 155,776 | $66.0M | 1.12% | −53,923−25.7% | Reduced |
| Boston Partners | 151,632 | $65.5M | 0.06% | −296,038−66.1% | Reduced |
| MUFG Securities EMEA plc | 150,248 | $65.1M | 0.68% | +99,053+193.5% | Added |
| Gradient Investments LLC | 150,167 | $65.1M | 0.90% | +6,371+4.4% | Added |
| Harbor Island Capital LLC | 148,878 | $64.5M | 17.18% | −10,907−6.8% | Reduced |
| Investment Management Corp of Ontario | 148,066 | $64.2M | 0.81% | −1,012−0.7% | Reduced |
| MML Investors Services, LLC | 147,384 | $63.9M | 0.13% | +18,429+14.3% | Added |
| Kestra Advisory Services, LLC | 145,993 | $63.3M | 0.20% | −10,711−6.8% | Reduced |
| Louisiana State Employees Retirement System | 144,300 | $62.5M | 0.93% | −1,300−0.9% | Reduced |
| AIA Group Ltd | 144,127 | $62.5M | 0.79% | −37,763−20.8% | Reduced |
| Think Investments LP | 142,800 | $61.9M | 7.63% | +142,800 | New |
| Walleye Capital LLC | 139,713 | $60.5M | 0.29% | +137,669+6,735.3% | Added |
| Harvest Fund Management Co., Ltd | 139,588 | $60.5M | 2.00% | −44,561−24.2% | Reduced |
| Covington Investment Advisors Inc. | 138,717 | $60.1M | 7.77% | −2,822−2.0% | Reduced |
| Steel Peak Wealth Management LLC | 138,129 | $59.9M | 1.57% | −5,877−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 137,597 | $59.9M | 0.25% | +7,833+6.0% | Added |
| Great Lakes Advisors, LLC | 135,241 | $58.6M | 0.45% | −1,664−1.2% | Reduced |
| Abn Amro Investment Solutions | 134,707 | $58.4M | 0.51% | +9,903+7.9% | Added |
| Marshall Wace, LLP | 134,545 | $58.3M | 0.05% | +15,654+13.2% | Added |
| Kovitz Investment Group Partners, LLC | 134,134 | $58.1M | 1.29% | −76,015−36.2% | Reduced |
| Crossmark Global Holdings, Inc. | 132,930 | $57.6M | 0.75% | −6,423−4.6% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 132,667 | $57.5M | 1.30% | −453,434−77.4% | Reduced |
| Avanza Fonder AB | 131,897 | $57.2M | 1.24% | +9,874+8.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 129,617 | $56.2M | 2.34% | −48,215−27.1% | Reduced |
| Bamco Inc | 129,318 | $56.0M | 0.08% | +12,648+10.8% | Added |
| Coldstream Capital Management Inc | 126,560 | $54.9M | 0.69% | −71,296−36.0% | Reduced |
| Stratos Wealth Partners, LTD. | 125,625 | $54.4M | 0.55% | +14,615+13.2% | Added |
| Sanctuary Advisors, LLC | 125,503 | $54.4M | 0.25% | +1,053+0.8% | Added |
| Illinois Municipal Retirement Fund | 125,071 | $54.2M | 0.61% | −9,818−7.3% | Reduced |
| Yousif Capital Management, LLC | 123,703 | $53.6M | 0.60% | −11,362−8.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 123,660 | $53.6M | 0.15% | −34,896−22.0% | Reduced |
| Allworth Financial LP | 123,622 | $53.6M | 0.23% | −4,566−3.6% | Reduced |
| Arkadios Wealth Advisors | 123,593 | $53.6M | 0.82% | +5,412+4.6% | Added |
| Nemes Rush Group LLC | 123,512 | $53.5M | 4.43% | −450.0% | Reduced |
| Jefferies Financial Group Inc. | 123,454 | $53.5M | 0.49% | +116,819+1,760.6% | Added |
| Kempen Capital Management N.V. | 123,163 | $53.4M | 0.41% | −25,598−17.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 123,064 | $53.3M | 2.02% | +6,830+5.9% | Added |
| Norinchukin Bank, The | 122,596 | $53.1M | 0.52% | +2,089+1.7% | Added |