Lam ResearchLRCX
13F holders, Q1 2026 (March 31)33holders −2
4new positions
6sold out
$208.07avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, down 2 from Q4 2025. 4 opened new positions and 6 sold out. The largest holders were Cardano Risk Management B.V. ($139.3M), Mediolanum International Funds Ltd ($82.2M) and Harvest Fund Management Co., Ltd ($39.3M).
- Company
- Lam Research Corp.
- CUSIP
- 512807108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $13.8M |
| Exits | 6 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 110,708 shares bought and 207,979 shares sold, net −97,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Cardano Risk Management B.V. | 1.36% | Reduce -3.8% | 652,032 | $139.3M |
| Mediolanum International Funds Ltd | 0.87% | Reduce -2.8% | 411,321 | $82.2M |
| Harvest Fund Management Co., Ltd | 1.67% | Add +17.7% | 184,149 | $39.3M |
| Covington Investment Advisors Inc. | 4.44% | Reduce -7.3% | 141,539 | $30.2M |
| Cullinan Associates Inc. | 1.11% | Reduce -33.5% | 64,500 | $13.8M |
| KKM Financial LLC | 2.28% | No change | 75,048 | $12.8M |
| Vestor Capital, LLC | 0.93% | New | 59,855 | $12.8M |
| Marco Investment Management LLC | 0.96% | Reduce -0.8% | 59,370 | $12.7M |
| Rheos Capital Works Inc. | 0.68% | Reduce -52.3% | 47,500 | $10.1M |
| Matthews International Capital Management LLC | 2.44% | Add +27.3% | 28,135 | $6.0M |
| Joseph Group Capital Management | 1.17% | Reduce -51.7% | 21,994 | $4.7M |
| Cohen Klingenstein LLC | 0.10% | No change | 15,000 | $3.2M |
| Dara Capital Us, Inc. | 2.96% | Add +4.0% | 14,623 | $3.1M |
| Kirtland Hills Capital Management, LLC | 0.98% | Add +1.7% | 11,613 | $3.1M |
| Accent Capital Management, LLC | 1.44% | Reduce -0.9% | 13,907 | $3.0M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +5.6% | 9,949 | $2.1M |
| DCF Advisers, LLC | 0.60% | No change | 7,500 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.19% | Reduce -6.2% | 6,088 | $1.3M |
| Berbice Capital Management LLC | 0.73% | Add +2.0% | 5,200 | $1.1M |
| Keynote Financial Services LLC | 0.58% | Reduce -0.1% | 5,073 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.16% | Add +1.7% | 4,130 | $882K |
| Kentucky Retirement Systems | 0.05% | New | 13,407 | $730K |
| Poehling Capital Management, INC. | 0.15% | No change | 3,300 | $705K |
| NBT Bank, N.A. | 0.02% | Add +660.2% | 1,300 | $278K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -15.6% | 1,223 | $261K |
| Promethos Capital, LLC | 0.07% | Reduce -41.1% | 1,155 | $247K |
| Councilmark Asset Management, LLC | 0.13% | New | 1,072 | $229K |
| Byrne Asset Management LLC | 0.08% | Reduce -18.2% | 597 | $128K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -15.9% | 196 | $41K |
| Phillip James Consulting Co. | 0.01% | New | 66 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 31 | $7K |
| 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.