Lam ResearchLRCX
13F holders, Q1 2025 (March 31)46holders −45
6new positions
13sold out
$72.70avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 45 from Q4 2024. 6 opened new positions and 13 sold out. The largest holders were DNB Asset Management AS ($187.1M), Menora Mivtachim Holdings LTD. ($77.0M) and Oddo BHF Asset Management Sas ($16.4M).
- Company
- Lam Research Corp.
- CUSIP
- 512807108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 13 | $73.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,959,445 shares bought and 749,867 shares sold, net +1,209,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| DNB Asset Management AS | 0.86% | Add +172.8% | 2,574,059 | $187.1M |
| Menora Mivtachim Holdings LTD. | 0.50% | Reduce -23.3% | 1,059,280 | $77.0M |
| Oddo BHF Asset Management Sas | 0.68% | Add +3450.2% | 225,933 | $16.4M |
| Covington Investment Advisors Inc. | 1.94% | Add +5.9% | 171,345 | $12.5M |
| Harvest Fund Management Co., Ltd | 0.59% | Add +36.3% | 163,784 | $11.9M |
| Mediolanum International Funds Ltd | 0.16% | Reduce -20.1% | 156,804 | $11.4M |
| Cibc World Markets Corp. | 0.09% | Reduce -38.2% | 154,972 | $11.3M |
| Cullinan Associates Inc. | 0.50% | No change | 97,000 | $7.1M |
| King Luther Capital Management Corp. | 0.03% | Reduce -7.1% | 96,653 | $7.0M |
| Savoie Capital LLC | 0.71% | No change | 82,800 | $6.0M |
| Marco Investment Management LLC | 0.41% | Reduce -39.9% | 60,270 | $4.4M |
| Joseph Group Capital Management | 1.60% | Add +13.8% | 57,517 | $4.2M |
| Monetary Management Group Inc. | 0.87% | Add +0.5% | 44,035 | $3.2M |
| Matthews International Capital Management LLC | 0.55% | Reduce -33.8% | 36,604 | $2.7M |
| Scott & Selber, Inc. | 0.71% | Add +0.1% | 30,420 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Add +0.3% | 23,461 | $1.7M |
| Accent Capital Management, LLC | 0.89% | New | 21,201 | $1.5M |
| Itau Unibanco Holding S.A. | 0.06% | Add +1501.4% | 21,187 | $1.5M |
| Applied Finance Capital Management, LLC | 0.11% | Add +15.1% | 20,733 | $1.5M |
| Cohen Klingenstein LLC | 0.04% | No change | 15,000 | $1.1M |
| Lake Street Private Wealth, LLC | 0.16% | Reduce -0.6% | 13,175 | $958K |
| Laraway Financial Advisors Inc | 0.52% | Reduce -1.1% | 9,000 | $654K |
| Kirtland Hills Capital Management, LLC | 0.36% | Add +18.4% | 9,225 | $588K |
| DCF Advisers, LLC | 0.29% | No change | 7,500 | $545K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +8.2% | 7,075 | $514K |
| WD Rutherford LLC | 0.27% | Reduce -24.2% | 7,373 | $505K |
| New England Research & Management, Inc. | 0.23% | Reduce -64.3% | 6,167 | $448K |
| Keynote Financial Services LLC | 0.30% | Add +0.0% | 5,723 | $416K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +11.8% | 5,636 | $410K |
| Aft, Forsyth & Company, Inc. | 0.21% | Reduce -4.4% | 5,403 | $393K |
| Berbice Capital Management LLC | 0.29% | Add +2.2% | 4,700 | $342K |
| Grassi Investment Management | 0.03% | No change | 4,000 | $291K |
| Poehling Capital Management, INC. | 0.06% | No change | 3,300 | $240K |
| 49 Wealth Management, LLC | 0.03% | Add +0.8% | 2,977 | $216K |
| West Oak Capital, LLC | 0.11% | No change | 2,650 | $193K |
| Cascades Capital Asset Management, LLC | 0.08% | New | 2,086 | $152K |
| Promethos Capital, LLC | 0.04% | No change | 1,550 | $113K |
| Strengthening Families & Communities, LLC | 0.06% | New | 96 | $102K |
| NBT Bank, N.A. | 0.01% | No change | 1,300 | $95K |
| WFA Asset Management Corp | 0.04% | New | 87 | $84K |
| Byrne Asset Management LLC | 0.07% | Reduce -3.6% | 1,070 | $78K |
| Ogorek Anthony Joseph /NY/ | 0.01% | New | 222 | $16K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 180 | $13K |
| Cooksen Wealth, LLC | 0.00% | New | 5 | $5K |
| Huntington National Bank | 0.00% | No change | 1 | $814 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $727 |
"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.