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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 122,533 | $53.1M | 0.53% | −1,000−0.8% | Reduced |
| Value Aligned Research Advisors, LLC | 121,597 | $52.7M | 0.31% | −978,959−89.0% | Reduced |
| Capital Fund Management S.A. | 121,371 | $52.6M | 0.38% | −291,971−70.6% | Reduced |
| Aptus Capital Advisors, LLC | 121,261 | $52.5M | 0.38% | −17,107−12.4% | Reduced |
| Allstate Corp | 119,782 | $51.9M | 0.52% | +1,925+1.6% | Added |
| Moran Wealth Management, LLC | 118,675 | $51.4M | 1.40% | +29,850+33.6% | Added |
| Groupe la Francaise | 118,568 | $51.4M | 0.63% | −76,226−39.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 155,438 | $51.3M | 1.00% | +146,906+1,721.8% | Added |
| Kepler Cheuvreux (Suisse) SA | 118,131 | $51.2M | 2.93% | −24,989−17.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 116,898 | $50.7M | 1.74% | −600−0.5% | Reduced |
| Global X Japan Co., Ltd. | 116,869 | $50.6M | 1.86% | −11,139−8.7% | Reduced |
| GDS Wealth Management | 116,110 | $50.3M | 2.39% | −140−0.1% | Reduced |
| Omers Administration Corp | 115,762 | $50.2M | 0.30% | +9,851+9.3% | Added |
| Manchester Global Management (UK) Ltd | 115,720 | $50.1M | 5.53% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 115,587 | $50.1M | 0.91% | +6,411+5.9% | Added |
| Harvest Portfolios Group Inc. | 115,142 | $49.9M | 0.70% | +115,142 | New |
| BSN Capital Partners Ltd | 133,172 | $49.8M | 2.25% | +133,172 | New |
| PEAK6 LLC | 114,453 | $49.6M | 1.20% | +61,980+118.1% | Added |
| Summit Partners Public Asset Management, LLC | 114,000 | $49.4M | 1.28% | +4,000+3.6% | Added |
| Cullen/Frost Bankers, Inc. | 113,089 | $49.0M | 0.48% | −5,386−4.5% | Reduced |
| Heron Bay Capital Management | 111,977 | $48.5M | 4.40% | −50,144−30.9% | Reduced |
| Hancock Whitney Corp | 111,784 | $48.4M | 0.81% | −3,759−3.3% | Reduced |
| Sava Infond d.o.o. | 111,740 | $48.4M | 3.43% | +50,170+81.5% | Added |
| Mizuho Markets Americas LLC | 111,532 | $48.3M | 0.87% | −24,129−17.8% | Reduced |
| Winmill & Co. Inc | 109,000 | $47.2M | 10.46% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 108,335 | $46.9M | 0.22% | −4,746−4.2% | Reduced |
| Renaissance Group LLC | 108,197 | $46.9M | 1.90% | −46,547−30.1% | Reduced |
| Midwest Trust Co | 108,182 | $46.9M | 0.53% | +14,960+16.0% | Added |
| M&T Bank Corp | 107,063 | $46.4M | 0.14% | +2,706+2.6% | Added |
| HB Wealth Management, LLC | 106,838 | $46.3M | 0.26% | −7,369−6.5% | Reduced |
| First Citizens Bank & Trust Co | 106,241 | $46.0M | 0.69% | −7,238−6.4% | Reduced |
| Baker Ellis Asset Management LLC | 105,992 | $45.9M | 4.76% | −6,630−5.9% | Reduced |
| Systematic Alpha Investments, LLC | 104,380 | $45.2M | 1.21% | 00.0% | Unchanged |
| Horizon Investments, LLC | 103,722 | $44.9M | 0.50% | −17,414−14.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 103,446 | $44.8M | 1.56% | −17,680−14.6% | Reduced |
| Tower Bridge Advisors | 103,392 | $44.8M | 4.04% | −3,526−3.3% | Reduced |
| Compagnie Lombard Odier SCmA | 102,737 | $44.5M | 0.48% | +1,712+1.7% | Added |
| Terry L. Blaker | 102,322 | $44.3M | 1.56% | −1,445−1.4% | Reduced |
| William Blair Investment Management, LLC | 102,273 | $44.3M | 0.13% | +22,826+28.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 101,583 | $44.0M | 1.03% | −24,914−19.7% | Reduced |
| Groupama Asset Managment | 106,402 | $44.0M | 0.55% | −30,420−22.2% | Reduced |
| Vise Technologies, Inc. | 101,038 | $43.8M | 0.50% | +40,052+65.7% | Added |
| Glenview Trust Co | 100,253 | $43.4M | 0.60% | +1,993+2.0% | Added |
| Nilsine Partners, LLC | 99,904 | $43.3M | 3.00% | +69+0.1% | Added |
| Miller Capital Partners, Inc. | 99,440 | $43.1M | 16.93% | −3,411−3.3% | Reduced |
| Linscomb & Williams, Inc. | 99,082 | $42.9M | 1.86% | −13,746−12.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 98,921 | $42.9M | 0.29% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 98,862 | $42.8M | 0.37% | +16,661+20.3% | Added |
| Cozad Asset Management Inc | 98,204 | $42.6M | 2.75% | −13,364−12.0% | Reduced |
| Mizuho Securities USA LLC | 97,905 | $42.4M | 0.69% | +22,411+29.7% | Added |
| Gulf International Bank (UK) Ltd | 97,276 | $42.2M | 0.83% | +188+0.2% | Added |
| Ardmore Road Asset Management LP | 97,000 | $42.0M | 2.47% | −78,000−44.6% | Reduced |
| YHB Investment Advisors, Inc. | 96,662 | $41.9M | 2.68% | −5,683−5.6% | Reduced |
| Benjamin Edwards Inc | 95,651 | $41.5M | 0.38% | −35,284−26.9% | Reduced |
| Verition Fund Management LLC | 94,444 | $40.9M | 0.29% | +9,437+11.1% | Added |
| Triglav Skladi, D.O.O. | 94,115 | $40.8M | 2.15% | +53,895+134.0% | Added |
| Warren Averett Asset Management, LLC | 93,909 | $40.7M | 0.24% | +65,089+225.8% | Added |
| Motley Fool Asset Management LLC | 93,731 | $40.6M | 1.57% | −36,584−28.1% | Reduced |
| Factory Mutual Insurance Co | 93,550 | $40.5M | 0.38% | +34,150+57.5% | Added |
| Fiduciary Trust Co | 92,938 | $40.3M | 0.44% | −1,204−1.3% | Reduced |
| Allen Investment Management LLC | 92,737 | $40.2M | 0.48% | +92,737 | New |
| Violich Capital Management, Inc. | 92,250 | $40.0M | 4.35% | −8,000−8.0% | Reduced |
| BLI - Banque de Luxembourg Investments | 97,000 | $39.9M | 1.41% | +33,000+51.6% | Added |
| Generate Investment Management Ltd | 91,916 | $39.8M | 1.64% | −59,418−39.3% | Reduced |
| Private Advisor Group, LLC | 89,919 | $39.0M | 0.18% | +16,500+22.5% | Added |
| Mission Wealth Management, LP | 89,293 | $38.7M | 0.48% | +59,553+200.2% | Added |
| Zweig-DiMenna Associates LLC | 88,966 | $38.6M | 3.50% | −7,534−7.8% | Reduced |
| Ofi Invest Asset Management | 99,512 | $38.3M | 0.38% | −626,150−86.3% | Reduced |
| Cookson Peirce & Co Inc | 87,973 | $38.1M | 1.26% | −2,013−2.2% | Reduced |
| Saudi Central Bank | 87,414 | $37.9M | 0.50% | +41,052+88.5% | Added |
| Laffer Tengler Investments | 86,857 | $37.6M | 4.82% | −27,457−24.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 86,261 | $37.4M | 9.08% | −1,781−2.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 86,112 | $37.3M | 1.97% | −8,864−9.3% | Reduced |
| Brinker Capital Investments, LLC | 85,197 | $36.9M | 0.28% | +6,731+8.6% | Added |
| Baldwin Investment Management, LLC | 85,114 | $36.9M | 3.57% | −3,480−3.9% | Reduced |
| Hosking Partners LLP | 85,010 | $36.8M | 1.22% | −21,960−20.5% | Reduced |
| King Luther Capital Management Corp | 84,543 | $36.6M | 0.15% | +19,653+30.3% | Added |
| La Banque Postale Asset Management SA | 84,420 | $36.6M | 0.37% | +23,632+38.9% | Added |
| Park Avenue Securities LLC | 84,400 | $36.6M | 0.23% | +3,442+4.3% | Added |
| Advisors Capital Management, LLC | 84,207 | $36.5M | 0.39% | −6,171−6.8% | Reduced |
| Larson Financial Group LLC | 83,626 | $36.2M | 0.96% | −12,337−12.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 83,207 | $36.1M | 0.43% | +37,941+83.8% | Added |
| LMR Partners LLP | 82,869 | $35.9M | 0.26% | −9,837−10.6% | Reduced |
| Arbejdsmarkedets Tillaegspension | 82,300 | $35.7M | 0.78% | −23,782−22.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 102,238 | $35.4M | 1.86% | −20,796−16.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 81,129 | $35.2M | 0.73% | −1,558−1.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 80,801 | $35.0M | 2.56% | −461−0.6% | Reduced |
| Fusion Capital, LLC | 79,779 | $34.6M | 8.03% | −5,036−5.9% | Reduced |
| Picton Mahoney Asset Management | 79,533 | $34.5M | 0.32% | −4,568−5.4% | Reduced |
| Kentucky Retirement Systems | 79,266 | $34.3M | 0.85% | +65,859+491.2% | Added |
| Intech Investment Management LLC | 77,857 | $33.7M | 0.31% | −4,453−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 77,136 | $33.4M | 0.16% | −1,699−2.2% | Reduced |
| Advisors Asset Management, Inc. | 75,962 | $32.9M | 0.50% | −9,394−11.0% | Reduced |
| Employees Retirement System of Texas | 75,560 | $32.7M | 0.26% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 75,266 | $32.6M | 0.20% | −36,870−32.9% | Reduced |
| Oak Ridge Investments LLC | 75,060 | $32.5M | 1.84% | +75,060 | New |
| D.A. Davidson & Co. | 74,994 | $32.5M | 0.18% | −5,449−6.8% | Reduced |
| Vestcor Inc | 74,840 | $32.4M | 0.80% | −2,939−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 74,789 | $32.4M | 0.18% | −974−1.3% | Reduced |
| South Dakota Investment Council | 74,624 | $32.3M | 0.55% | −361−0.5% | Reduced |