Lam ResearchLRCX
13F holders, Q4 2025 (December 31)35holders −1
7new positions
5sold out
$171.83avg. 13F price*
At the end of Q4 2025, 35 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 1 from Q3 2025. 7 opened new positions and 5 sold out. The largest holders were Cardano Risk Management B.V. ($116.1M), Mediolanum International Funds Ltd ($73.5M) and Harvest Fund Management Co., Ltd ($26.8M).
- Company
- Lam Research Corp.
- CUSIP
- 512807108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $147.0M |
| Exits | 5 | $19.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,057,562 shares bought and 170,303 shares sold, net +887,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Cardano Risk Management B.V. | 1.17% | New | 678,052 | $116.1M |
| Mediolanum International Funds Ltd | 0.73% | Add +61.1% | 422,978 | $73.5M |
| Harvest Fund Management Co., Ltd | 1.01% | Add +28.7% | 156,451 | $26.8M |
| Covington Investment Advisors Inc. | 3.57% | Reduce -11.4% | 152,604 | $26.1M |
| Rheos Capital Works Inc. | 1.09% | New | 99,500 | $17.0M |
| Cullinan Associates Inc. | 1.13% | No change | 97,000 | $16.6M |
| KKM Financial LLC | 2.28% | New | 75,048 | $12.8M |
| Marco Investment Management LLC | 0.77% | Reduce -0.7% | 59,870 | $10.2M |
| Joseph Group Capital Management | 2.05% | Reduce -3.6% | 45,501 | $7.8M |
| Monetary Management Group Inc. | 1.55% | Reduce -6.8% | 39,120 | $6.7M |
| Matthews International Capital Management LLC | 1.15% | Reduce -2.8% | 22,105 | $3.8M |
| Cohen Klingenstein LLC | 0.08% | No change | 15,000 | $2.6M |
| Dara Capital Us, Inc. | 2.13% | — | 14,063 | $2.4M |
| Accent Capital Management, LLC | 1.03% | No change | 14,033 | $2.4M |
| Kirtland Hills Capital Management, LLC | 0.69% | Add +0.4% | 11,417 | $2.0M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +39.6% | 9,424 | $1.6M |
| DCF Advisers, LLC | 0.42% | No change | 7,500 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.16% | Add +12.4% | 6,491 | $1.1M |
| Berbice Capital Management LLC | 0.52% | No change | 5,100 | $873K |
| Keynote Financial Services LLC | 0.49% | Reduce -11.0% | 5,076 | $869K |
| Sterling Investment Advisors, Ltd. | 0.13% | Reduce -0.6% | 4,060 | $695K |
| Poehling Capital Management, INC. | 0.12% | No change | 3,300 | $565K |
| TAGStone Capital, Inc. | 0.19% | No change | 3,000 | $514K |
| 49 Wealth Management, LLC | 0.04% | Add +10.1% | 2,964 | $507K |
| Archer Investment Corp | 0.11% | New | 2,723 | $466K |
| Promethos Capital, LLC | 0.09% | New | 1,960 | $336K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -17.9% | 1,449 | $248K |
| NBT Bank, N.A. | 0.01% | Add +27.6% | 171 | $223K |
| Carter Financial Group, INC. | 0.12% | New | 1,180 | $202K |
| Byrne Asset Management LLC | 0.07% | Reduce -13.6% | 730 | $125K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -15.6% | 233 | $39K |
| Hanson & Doremus Investment Management | 0.00% | No change | 31 | $5K |
| RMG Wealth Management LLC | 0.00% | New | 10 | $2K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $2K |
| 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.