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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 74,391 | $32.2M | 0.92% | −2,476−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,978 | $32.1M | 0.47% | −1,659−2.2% | Reduced |
| Carderock Capital Management Inc | 73,797 | $32.0M | 7.02% | −22,001−23.0% | Reduced |
| Van Hulzen Asset Management, LLC | 72,928 | $31.6M | 2.25% | −1,697−2.3% | Reduced |
| TIAA Wealth Investment Management LLC | 72,688 | $31.5M | 0.21% | +54,630+302.5% | Added |
| Institute for Wealth Management, LLC. | 72,370 | $31.4M | 2.77% | −150.0% | Reduced |
| Prospera Financial Services Inc | 71,870 | $31.1M | 0.45% | −14,687−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 95,284 | $31.1M | 0.58% | +28,705+43.1% | Added |
| Fulcrum Capital LLC | 71,266 | $30.9M | 6.26% | −5,127−6.7% | Reduced |
| Eldred Rock Partners, LLC | 71,251 | $30.9M | 6.64% | +4,289+6.4% | Added |
| TritonPoint Partners, LLC | 70,828 | $30.7M | 2.55% | +60,917+614.6% | Added |
| Fred Alger Management, LLC | 70,721 | $30.7M | 0.10% | +34,082+93.0% | Added |
| Parallax Volatility Advisers, L.P. | 70,231 | $30.4M | 1.13% | +62,557+815.2% | Added |
| Atria Investments LLC | 69,785 | $30.2M | 0.30% | +5,274+8.2% | Added |
| KWMG, LLC | 69,644 | $30.2M | 2.18% | −2,540−3.5% | Reduced |
| Central Bank & Trust Co | 69,561 | $30.1M | 4.27% | −7,638−9.9% | Reduced |
| Westerkirk Capital Inc. | 69,320 | $30.0M | 2.89% | +300+0.4% | Added |
| Hartford Investment Management Co | 69,116 | $30.0M | 0.85% | −2,041−2.9% | Reduced |
| Commerce Bank | 68,997 | $29.9M | 0.13% | −3,578−4.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 68,606 | $29.7M | 0.29% | +27,590+67.3% | Added |
| Tower Research Capital LLC (TRC) | 68,548 | $29.7M | 0.73% | +23,052+50.7% | Added |
| Naples Global Advisors, LLC | 67,346 | $29.2M | 1.80% | −4,199−5.9% | Reduced |
| Banque Pictet & Cie SA | 67,344 | $29.2M | 0.30% | −18,298−21.4% | Reduced |
| Maryland State Retirement & Pension System | 67,294 | $29.2M | 0.50% | +4,194+6.6% | Added |
| Sequoia Financial Advisors, LLC | 67,276 | $29.2M | 0.15% | −3,252−4.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 66,681 | $28.9M | 0.92% | −5,100−7.1% | Reduced |
| Impax Asset Management Group plc | 66,443 | $28.8M | 0.19% | −2,633−3.8% | Reduced |
| Boston Trust Walden Corp | 66,424 | $28.8M | 0.22% | +1,474+2.3% | Added |
| China Universal Asset Management Co., Ltd. | 65,644 | $28.5M | 1.70% | +4,796+7.9% | Added |
| Diversify Wealth Management, LLC | 97,064 | $28.3M | 0.48% | −1,517−1.5% | Reduced |
| Diversify Advisory Services, LLC | 97,064 | $28.3M | 0.48% | +94,496+3,679.8% | Added |
| 11 Capital Partners LP | 65,290 | $28.3M | 8.29% | +65,290 | New |
| Carret Asset Management, LLC | 65,068 | $28.2M | 2.47% | −6,838−9.5% | Reduced |
| Proem Advisors LLC | 65,000 | $28.2M | 5.79% | +65,000 | New |
| Convergence Investment Partners, LLC | 64,972 | $28.2M | 2.67% | +14,074+27.7% | Added |
| Science & Technology Partners, L.P. | 64,913 | $28.1M | 4.74% | −43,787−40.3% | Reduced |
| Cullinan Associates Inc | 64,500 | $27.9M | 2.11% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 64,446 | $27.9M | 0.54% | +195+0.3% | Added |
| Integrated Wealth Concepts LLC | 63,727 | $27.6M | 0.18% | −5,061−7.4% | Reduced |
| Stanley-Laman Group, Ltd. | 63,629 | $27.6M | 2.80% | −2,289−3.5% | Reduced |
| NS Partners Ltd | 63,560 | $27.5M | 1.18% | +63,560 | New |
| MidFirst Bank | 63,391 | $27.5M | 1.95% | +543+0.9% | Added |
| Tritonpoint Wealth, LLC | 62,831 | $27.2M | 2.68% | −4,637−6.9% | Reduced |
| Freestone Grove Partners LP | 62,801 | $27.2M | 0.18% | −21,843−25.8% | Reduced |
| Westwood Holdings Group Inc. | 62,290 | $27.0M | 0.20% | −909−1.4% | Reduced |
| New Mexico Educational Retirement Board | 62,130 | $26.9M | 0.68% | +4,300+7.4% | Added |
| Strategic Planning Group, LLC | 61,856 | $26.8M | 2.92% | +13,931+29.1% | Added |
| CAPROCK Group, Inc. | 60,723 | $26.3M | 0.50% | −2,121−3.4% | Reduced |
| Brookstone Capital Management | 60,735 | $26.3M | 0.26% | +29,701+95.7% | Added |
| Rench Wealth Management, Inc. | 60,262 | $26.1M | 7.01% | −11,284−15.8% | Reduced |
| Modera Wealth Management, LLC | 59,586 | $25.8M | 0.28% | −10,425−14.9% | Reduced |
| Marsico Capital Management LLC | 59,204 | $25.7M | 0.67% | −263−0.4% | Reduced |
| Valley National Advisers Inc | 59,166 | $25.6M | 2.85% | −1,259−2.1% | Reduced |
| Boothbay Fund Management, LLC | 58,986 | $25.6M | 0.49% | +9,947+20.3% | Added |
| Pittenger & Anderson Inc | 58,963 | $25.6M | 0.91% | −7,990−11.9% | Reduced |
| Umb Bank N A | 58,708 | $25.4M | 0.32% | −531−0.9% | Reduced |
| SIH Partners, LLLP | 58,341 | $25.3M | 1.05% | +52,475+894.6% | Added |
| Arvest Bank Trust Division | 58,319 | $25.3M | 1.23% | −1,519−2.5% | Reduced |
| Farther Finance Advisors, LLC | 58,476 | $25.3M | 0.20% | +4,102+7.5% | Added |
| Aviance Capital Partners, LLC | 58,147 | $25.2M | 2.62% | −22,505−27.9% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 58,037 | $25.1M | 0.40% | +3,431+6.3% | Added |
| Elemental Capital Partners LLC | 57,710 | $25.0M | 5.25% | +225+0.4% | Added |
| E. Ohman J:or Asset Management AB | 57,351 | $24.9M | 0.58% | +1,430+2.6% | Added |
| Monolith Management Ltd | 57,100 | $24.7M | 14.91% | +57,100 | New |
| Fort Sheridan Advisors LLC | 56,762 | $24.6M | 2.65% | −67−0.1% | Reduced |
| Amica Mutual Insurance Co | 56,569 | $24.5M | 2.04% | −7,343−11.5% | Reduced |
| Rockline Wealth Management, LLC | 56,191 | $24.3M | 4.66% | +59+0.1% | Added |
| Ameritas Investment Partners, Inc. | 56,086 | $24.3M | 0.65% | −233−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 55,439 | $24.0M | 0.25% | −1,173−2.1% | Reduced |
| McBroom & Associates, LLC | 55,403 | $24.0M | 12.07% | −8,009−12.6% | Reduced |
| Means Investment Co., Inc. | 55,238 | $23.9M | 1.81% | −1,377−2.4% | Reduced |
| River Wealth Advisors LLC | 55,083 | $23.9M | 2.50% | +4,805+9.6% | Added |
| Insight Wealth Strategies, LLC | 60,806 | $23.8M | 2.32% | −8,362−12.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 54,795 | $23.7M | 0.86% | +4,216+8.3% | Added |
| Copeland Capital Management, LLC | 54,547 | $23.6M | 0.49% | +2,435+4.7% | Added |
| EP Wealth Advisors, LLC | 54,320 | $23.5M | 0.09% | +737+1.4% | Added |
| Banque Cantonale Vaudoise | 53,467 | $23.2M | 0.90% | −15,853−22.9% | Reduced |
| Horizon Investment Services, LLC | 53,449 | $23.2M | 6.44% | −1,167−2.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 65,453 | $23.1M | 0.59% | −9,464−12.6% | Reduced |
| Congress Asset Management Co | 53,337 | $23.1M | 0.14% | +7,056+15.2% | Added |
| Sterling Capital Management LLC | 53,165 | $23.0M | 0.39% | −29,800−35.9% | Reduced |
| Sierra Summit Advisors LLC | 53,034 | $23.0M | 2.57% | +1,319+2.6% | Added |
| Ballentine Partners, LLC | 53,012 | $23.0M | 0.28% | +724+1.4% | Added |
| Nishkama Capital, LLC | 52,980 | $23.0M | 2.59% | +52,980 | New |
| Siemens Fonds Invest GmbH | 52,745 | $22.9M | 1.12% | −1,080−2.0% | Reduced |
| First Manhattan Co | 52,227 | $22.6M | 0.06% | −9,987−16.1% | Reduced |
| VestGen Advisors, LLC | 51,969 | $22.5M | 0.66% | +265+0.5% | Added |
| E20 Capital Ltd | 51,894 | $22.5M | 1.81% | +51,894 | New |
| Oppenheimer & Co Inc | 51,877 | $22.5M | 0.24% | +5,349+11.5% | Added |
| Greenleaf Trust | 51,866 | $22.5M | 0.22% | +392+0.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 51,587 | $22.4M | 1.20% | −10,646−17.1% | Reduced |
| Sculptor Capital LP | 51,200 | $22.2M | 0.23% | −397,800−88.6% | Reduced |
| Metis Global Partners, LLC | 50,719 | $22.0M | 0.50% | +5,500+12.2% | Added |
| Summit Street Capital Management, LLC | 50,428 | $21.9M | 3.07% | −51,053−50.3% | Reduced |
| Capital Wealth Planning, LLC | 50,366 | $21.8M | 0.11% | −1,960−3.7% | Reduced |
| Marco Investment Management LLC | 50,270 | $21.8M | 1.43% | −9,100−15.3% | Reduced |
| Summit Trail Advisors, LLC | 50,141 | $21.7M | 0.27% | −2,451−4.7% | Reduced |
| Maytus Capital Management, LLC | 50,000 | $21.7M | 3.41% | +50,000 | New |
| Fifth Third Wealth Advisors LLC | 49,903 | $21.6M | 0.60% | +1,670+3.5% | Added |
| Spire Wealth Management | 49,914 | $21.6M | 0.65% | −2,907−5.5% | Reduced |