Lam ResearchLRCX
13F holders, Q2 2026 (June 30)27holders −6
2new positions
0sold out
$209.93avg. 13F price*
At the end of Q2 2026, 27 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 6 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Mediolanum International Funds Ltd ($143.7M), Harvest Fund Management Co., Ltd ($60.5M) and Covington Investment Advisors Inc. ($60.1M).
- Company
- Lam Research Corp.
- CUSIP
- 512807108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $975K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 941,146 shares bought and 166,167 shares sold, net +774,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Mediolanum International Funds Ltd | 1.23% | Reduce -15.0% | 349,671 | $143.7M |
| Harvest Fund Management Co., Ltd | 2.00% | Reduce -24.2% | 139,588 | $60.5M |
| Covington Investment Advisors Inc. | 7.77% | Reduce -2.0% | 138,717 | $60.1M |
| Cullinan Associates Inc. | 2.11% | No change | 64,500 | $27.9M |
| Marco Investment Management LLC | 1.43% | Reduce -15.3% | 50,270 | $21.8M |
| Rheos Capital Works Inc. | 1.17% | No change | 47,500 | $20.6M |
| KKM Financial LLC | 1.64% | Reduce -45.7% | 40,744 | $11.9M |
| Berkshire Capital Holdings Inc. | 1.98% | Add +211600.0% | 21,170 | $9.2M |
| Matthews International Capital Management LLC | 3.01% | Reduce -27.9% | 20,295 | $8.8M |
| Dara Capital Us, Inc. | 5.67% | Add +29.7% | 18,964 | $8.2M |
| Joseph Group Capital Management | 1.67% | Reduce -16.5% | 18,363 | $8.0M |
| Cohen Klingenstein LLC | 0.19% | No change | 15,000 | $6.5M |
| Kirtland Hills Capital Management, LLC | 1.49% | Add +4.2% | 12,101 | $5.2M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Add +16.9% | 11,626 | $5.0M |
| Ironwood Investment Counsel, LLC | 0.32% | Reduce -8.6% | 5,567 | $2.4M |
| Berbice Capital Management LLC | 1.19% | Add +1.9% | 5,300 | $2.3M |
| Sterling Investment Advisors, Ltd. | 0.27% | Reduce -8.5% | 3,780 | $1.6M |
| Keynote Financial Services LLC | 0.77% | Reduce -25.6% | 3,773 | $1.6M |
| U S Wealth Group, Llc. | 0.45% | New | 1,750 | $758K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -2.9% | 1,188 | $515K |
| Councilmark Asset Management, LLC | 0.25% | No change | 1,072 | $465K |
| Byrne Asset Management LLC | 0.14% | Reduce -4.2% | 572 | $248K |
| Check Capital Management Inc. | 0.01% | New | 500 | $217K |
| Vestor Capital, LLC | 0.01% | Add +1522.2% | 970,985 | $208K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Reduce -14.3% | 168 | $72K |
| Hanson & Doremus Investment Management | 0.00% | No change | 31 | $13K |
| Huntington National Bank | 0.00% | No change | 1 | $814 |
"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.