Lam ResearchLRCX
13F holders, Q2 2025 (June 30)41holders −5
4new positions
2sold out
$97.36avg. 13F price*
At the end of Q2 2025, 41 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 5 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Cibc World Markets Corp. ($24.6M), Oddo BHF Asset Management Sas ($21.2M) and Mediolanum International Funds Ltd ($16.8M).
- Company
- Lam Research Corp.
- CUSIP
- 512807108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 2 | $506K |
All 13F filers, Q1 2025 → Q2 2025: 154,151 shares bought and 101,722 shares sold, net +52,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Cibc World Markets Corp. | 0.16% | Add +62.8% | 252,268 | $24.6M |
| Oddo BHF Asset Management Sas | 0.81% | Reduce -3.4% | 218,287 | $21.2M |
| Mediolanum International Funds Ltd | 0.20% | Add +10.1% | 172,688 | $16.8M |
| Covington Investment Advisors Inc. | 2.40% | Add +0.6% | 172,355 | $16.8M |
| Harvest Fund Management Co., Ltd | 0.57% | Reduce -24.7% | 123,398 | $12.0M |
| King Luther Capital Management Corp. | 0.04% | Add +1.3% | 97,890 | $9.5M |
| Cullinan Associates Inc. | 0.62% | No change | 97,000 | $9.4M |
| Savoie Capital LLC | 0.90% | Reduce -10.1% | 74,400 | $7.2M |
| Marco Investment Management LLC | 0.49% | No change | 60,270 | $5.9M |
| Joseph Group Capital Management | 1.92% | Add +1.9% | 58,636 | $5.7M |
| Scott & Selber, Inc. | 1.31% | Add +58.5% | 48,206 | $4.7M |
| Monetary Management Group Inc. | 1.01% | Reduce -4.0% | 42,285 | $4.1M |
| IHT Wealth Management, LLC | 0.06% | Add +1.6% | 23,833 | $2.3M |
| Matthews International Capital Management LLC | 0.48% | Reduce -42.2% | 21,169 | $2.1M |
| Accent Capital Management, LLC | 0.90% | Reduce -2.0% | 20,771 | $2.0M |
| Cohen Klingenstein LLC | 0.05% | No change | 15,000 | $1.5M |
| Kirtland Hills Capital Management, LLC | 0.47% | Add +13.5% | 10,468 | $1.0M |
| New England Research & Management, Inc. | 0.36% | Add +27.3% | 7,850 | $764K |
| DCF Advisers, LLC | 0.35% | No change | 7,500 | $730K |
| WD Rutherford LLC | 0.33% | No change | 7,373 | $718K |
| Birinyi Associates Inc. | 0.20% | New | 7,000 | $681K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -7.2% | 6,565 | $639K |
| Keynote Financial Services LLC | 0.38% | Reduce -0.2% | 5,714 | $556K |
| Ironwood Investment Counsel, LLC | 0.08% | Reduce -0.1% | 5,630 | $548K |
| Berbice Capital Management LLC | 0.33% | Add +2.1% | 4,800 | $467K |
| Sterling Investment Advisors, Ltd. | 0.09% | New | 3,991 | $389K |
| Grassi Investment Management | 0.03% | Reduce -5.0% | 3,800 | $370K |
| Poehling Capital Management, INC. | 0.07% | No change | 3,300 | $321K |
| TAGStone Capital, Inc. | 0.13% | New | 3,000 | $305K |
| 49 Wealth Management, LLC | 0.03% | Reduce -8.7% | 2,717 | $264K |
| West Oak Capital, LLC | 0.13% | No change | 2,650 | $258K |
| Virtue Capital Management, LLC | 0.04% | New | 2,374 | $231K |
| Cascades Capital Asset Management, LLC | 0.11% | Add +0.4% | 2,094 | $204K |
| NBT Bank, N.A. | 0.01% | No change | 1,300 | $127K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -93.2% | 1,450 | $107K |
| Byrne Asset Management LLC | 0.08% | No change | 1,070 | $104K |
| WFA Asset Management Corp | 0.05% | No change | 87 | $93K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +21.6% | 270 | $26K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 180 | $18K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $973 |
| 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.