Lam ResearchLRCX 13F holders, Q3 2025 (September 30) 36 holders −5
5 new positions
2 sold out
$133.47 avg. 13F price*
At the end of Q3 2025 , 36 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 5 from Q2 2025. 5 opened new positions and 2 sold out. The largest holders were Mediolanum International Funds Ltd ($34.4M), Covington Investment Advisors Inc. ($23.1M) and Oddo BHF Asset Management Sas ($16.8M).
Company Lam Research Corp.
CUSIP 512807108
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025 Institutions Total Value New Positions 5 $2.5M Exits 2 $995K
All 13F filers, Q2 2025 → Q3 2025: 110,859 shares bought and 125,593 shares sold, net −14,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2025 Shares Value ▼ Mediolanum International Funds Ltd 0.36% Add +52.0% 262,544 $34.4M Covington Investment Advisors Inc. 3.02% Reduce -0.0% 172,280 $23.1M Oddo BHF Asset Management Sas 0.64% Reduce -42.5% 125,552 $16.8M Harvest Fund Management Co., Ltd 0.69% Reduce -1.5% 121,545 $16.3M Cullinan Associates Inc. 0.85% No change 97,000 $13.0M Marco Investment Management LLC 0.62% No change 60,270 $8.1M Joseph Group Capital Management 1.78% Reduce -19.5% 47,227 $6.3M Monetary Management Group Inc. 1.29% Reduce -0.7% 41,985 $5.6M Matthews International Capital Management LLC 0.71% Add +7.5% 22,749 $3.0M KLCM Advisors, Inc. 0.20% New 15,097 $2.0M Cohen Klingenstein LLC 0.06% No change 15,000 $2.0M Accent Capital Management, LLC 0.79% Reduce -32.4% 14,033 $1.9M Kirtland Hills Capital Management, LLC 0.60% Add +8.6% 11,369 $1.5M DCF Advisers, LLC 0.38% No change 7,500 $1.0M Ferguson Wellman Capital Management, Inc. 0.01% Add +2.8% 6,750 $904K Ironwood Investment Counsel, LLC 0.11% Add +2.6% 5,774 $773K Keynote Financial Services LLC 0.46% Reduce -0.2% 5,704 $764K Berbice Capital Management LLC 0.42% Add +6.3% 5,100 $683K Sterling Investment Advisors, Ltd. 0.11% Add +2.3% 4,083 $547K Poehling Capital Management, INC. 0.09% No change 3,300 $442K TAGStone Capital, Inc. 0.16% No change 3,000 $402K 49 Wealth Management, LLC 0.03% Reduce -1.0% 2,691 $360K West Oak Capital, LLC 0.15% Reduce -15.1% 2,250 $301K Cascades Capital Asset Management, LLC 0.13% Add +0.2% 2,098 $281K Greenwich Wealth Management LLC 0.01% New 1,764 $236K NBT Bank, N.A. 0.01% Reduce -89.7% 134 $174K Itau Unibanco Holding S.A. 0.00% Reduce -29.8% 1,018 $136K Byrne Asset Management LLC 0.08% Reduce -21.0% 845 $113K FSA Wealth Management LLC 0.04% New 796 $107K Strengthening Families & Communities, LLC 0.02% New 103 $84K WFA Asset Management Corp 0.04% No change 87 $71K Ogorek Anthony Joseph /NY/ 0.01% Add +2.2% 276 $36K Stuart Chaussee & Associates, Inc. 0.01% No change 180 $24K Hanson & Doremus Investment Management 0.00% New 31 $4K Berkshire Capital Holdings Inc. 0.00% No change 10 $1K 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.