Lam ResearchLRCX

13F holders, Q2 2025 (June 30)
1,844holders +86
214new positions
133sold out
13famous investors
$97.31avg. 13F price*

At the end of Q2 2025, 1,844 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 86 from Q1 2025. 214 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($12.7B), BlackRock, Inc. ($11.9B) and State Street Corp. ($5.8B). 13 famous investors held it, including Jeremy Grantham (2.9% of GMO's portfolio), Philippe Laffont (2.8% of Coatue Management's portfolio) and Chase Coleman (1.5% of Tiger Global Management's portfolio).

Company
Lam Research Corp.
Sector
Technology
CUSIP
512807306
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 132Q3 2024Q4 2024: 1,607Q4 2024Q1 2025: 1,758Q1 2025Q2 2025: 1,844Q2 2025Q3 2025: 2,077Q3 2025Q4 2025: 2,362Q4 2025Q1 2026: 2,620Q1 2026Q2 2026: 3,116Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions214$798.2M
Exits133$619.1M

All 13F filers, Q1 2025 → Q2 2025: 75,192,846 shares bought and 65,127,612 shares sold, net +10,065,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,844 holders

Vanguard Group Inc. 0.21% Add +1.1% 130,609,265 $12.7B
BlackRock, Inc. 0.23% Reduce -1.3% 122,202,650 $11.9B
State Street Corp. 0.22% Add +1.1% 59,551,547 $5.8B
JPMorgan Chase & Co. 0.27% Add +14.4% 40,622,437 $4.0B
Geode Capital Management, LLC 0.23% Add +3.5% 33,802,736 $3.3B
Ameriprise Financial Inc. 0.73% Reduce -11.1% 30,440,197 $3.0B
FMR LLC 0.14% Reduce -23.6% 25,651,454 $2.5B
Norges Bank 0.24% Reduce -1.6% 19,463,578 $1.9B
Morgan Stanley 0.12% Reduce -6.3% 19,063,639 $1.9B
Invesco Ltd. 0.30% Add +3.4% 17,919,290 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.30% Add +12.1% 14,995,794 $1.5B
Northern Trust Corp. 0.20% Reduce -2.0% 14,573,447 $1.4B
Goldman Sachs Group Inc. 0.22% Add +46.8% 13,906,612 $1.4B
Bank of America Corp. 0.09% Add +7.8% 11,875,468 $1.2B
Legal & General Group Plc 0.26% Add +3.3% 10,879,674 $1.1B
Bank of New York Mellon Corp 0.20% Reduce -4.6% 10,606,659 $1.0B
Amundi 0.36% Reduce -11.2% 10,777,072 $1.0B
Nordea Investment Management AB 0.95% Add +34.1% 10,594,574 $1.0B
Coatue Management 2.85% Add +28.0% 10,507,492 $1.0B
UBS Group AG 0.20% Reduce -5.4% 9,876,133 $961.3M
Artisan Partners Limited Partnership 1.43% Add +35.4% 9,849,868 $958.8M
GMO 2.85% Add +12.6% 9,677,640 $942.0M
Nuveen, LLC 0.25% Add +10.7% 9,202,568 $895.8M
Charles Schwab Investment Management Inc. 0.15% Add +1.9% 9,057,190 $881.6M
Pictet Asset Management Holding SA 0.87% Add +9.0% 8,824,976 $859.0M
Alkeon Capital Management LLC 4.02% Add +6.9% 8,504,456 $827.8M
Winslow Capital Management, LLC 2.70% Add +7.0% 8,310,124 $808.9M
Barclays PLC 0.30% Add +21.1% 7,738,427 $753.3M
Janus Henderson Group PLC 0.35% Add +0.4% 7,421,772 $722.4M
FIL Ltd 0.59% Add +2.5% 7,108,442 $691.9M
T. Rowe Price Associates Inc. 0.08% Add +19.9% 6,879,899 $669.7M
Citadel Advisors 0.55% Reduce -4.3% 6,369,307 $620.0M
Dimensional Fund Advisors LP 0.14% Reduce -2.0% 6,368,143 $619.9M
Franklin Resources Inc. 0.17% Add +1.1% 6,359,361 $619.0M
Van Eck Associates Corp. 0.68% Add +49.2% 6,140,267 $597.7M
Citigroup Inc. 0.40% Add +12.3% 5,845,471 $569.0M
Wells Fargo & Company 0.12% Reduce -2.2% 5,809,189 $565.5M
Tiger Global Management 1.50% Add +18.9% 5,260,328 $512.0M
Deutsche Bank AG 0.17% Add +20.9% 4,864,498 $473.5M
Rafferty Asset Management, LLC 1.53% Add +32.4% 4,754,011 $462.8M
Massachusetts Financial Services Co. 0.14% Reduce -5.1% 4,496,884 $437.7M
BNP Paribas Financial Markets 0.33% Reduce -18.0% 4,267,972 $415.4M
Royal Bank of Canada 0.07% Add +24.6% 3,933,581 $382.9M
Swiss National Bank 0.23% Add +7.1% 3,885,700 $378.2M
First Trust Advisors LP 0.30% Add +19.8% 3,842,815 $374.1M
Alliancebernstein L.P. 0.12% Add +4.1% 3,740,029 $364.1M
Envestnet Asset Management Inc. 0.10% Add +12.1% 3,495,415 $340.2M
National Pension Service 0.29% Add +7.5% 3,421,664 $333.1M
Sumitomo Mitsui Trust Group, Inc. 0.20% Add +1.5% 3,235,709 $315.0M
Boston Partners 0.35% Add +36.4% 3,205,478 $312.0M
Swedbank AB 0.34% Reduce -2.8% 3,142,714 $305.9M
DNB Asset Management AS 1.27% Add +22.0% 3,140,813 $305.7M
PNC Financial Services Group, Inc. 0.19% Add +0.7% 3,074,962 $299.3M
Sei Investments Co. 0.34% Add +17.4% 3,049,460 $296.8M
HSBC Holdings PLC 0.19% Add +0.3% 3,042,785 $296.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.24% Add +8.4% 3,024,553 $294.4M
Voya Investment Management LLC 0.33% Add +381.2% 2,985,059 $290.6M
TD Asset Management Inc 0.25% Add +9.2% 2,952,409 $287.4M
Bank Julius Baer & Co. Ltd, Zurich 0.80% Add +40.1% 2,758,497 $268.5M
Raymond James Financial Inc. 0.09% Reduce -4.8% 2,745,219 $267.2M
Oaktop Capital Management Ii, L.P. 28.18% No change 2,691,460 $262.0M
Capital Research Global Investors 0.05% Reduce -35.3% 2,620,657 $255.1M
Rhumbline Advisers 0.21% Reduce -1.3% 2,561,919 $249.4M
Montrusco Bolton Investments Inc. 2.71% Add +48.4% 2,561,424 $244.2M
NorthCoast Asset Management LLC 1.01% Add +2.3% 2,432,504 $236.8M
Principal Financial Group Inc. 0.12% Reduce -0.1% 2,394,834 $233.1M
Allianz Asset Management GmbH 0.30% Add +4.0% 2,316,879 $225.5M
ProShare Advisors LLC 0.44% Add +4.5% 2,266,184 $220.6M
American Century Companies Inc. 0.12% Add +34.6% 2,203,937 $214.5M
California Public Employees Retirement System 0.13% Reduce -21.3% 2,169,202 $211.2M
Canada Pension Plan Investment Board 0.18% Reduce -19.7% 2,166,870 $210.9M
National Bank of Canada 0.23% Add +12.6% 2,155,423 $209.8M
Epoch Investment Partners, Inc. 1.04% Add +9.7% 2,056,676 $200.2M
California State Teachers Retirement System 0.22% Add +0.3% 2,045,341 $199.1M
Millennium Management 0.17% Reduce -10.3% 1,939,007 $188.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.34% Add +11.5% 1,930,945 $188.0M
William Blair Investment Management, LLC 0.49% Reduce -42.6% 1,908,368 $185.8M
Victory Capital Management Inc. 0.12% Reduce -0.8% 1,890,335 $184.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.45% Reduce -51.6% 1,881,738 $183.2M
Blue Whale Capital LLP 11.98% Add +1.9% 1,879,528 $183.0M
Neuberger Berman Group LLC 0.14% Reduce -1.8% 1,863,899 $181.4M
Robeco Institutional Asset Management B.V. 0.29% Add +94.8% 1,854,296 $180.5M
M&G PLC 1.02% Add +254.1% 1,835,912 $178.1M
Corient Private Wealth LP 0.24% Reduce -1.1% 1,823,595 $177.5M
Heard Capital LLC 8.91% Reduce -8.1% 1,752,190 $170.6M
Mackenzie Financial Corp. 0.22% Add +11.2% 1,740,647 $169.4M
Lord, Abbett & Co. LLC 0.57% Reduce -9.9% 1,739,295 $169.3M
Russell Investments Group, Ltd. 0.21% Reduce -22.2% 1,706,514 $166.1M
Bridgewater Associates 0.64% Reduce -16.4% 1,638,780 $159.5M
New York State Common Retirement Fund 0.21% Add +0.1% 1,608,772 $156.6M
Acadian Asset Management LLC 0.32% Add +669.1% 1,592,753 $155.0M
Marshall Wace, LLP 0.18% Add +77.5% 1,502,100 $146.2M
AQR Capital Management 0.12% Add +63.6% 1,484,481 $144.1M
Erste Asset Management GmbH 1.19% Add +14.4% 1,443,713 $140.4M
Adage Capital Partners Gp, L.L.C. 0.23% Reduce -0.3% 1,407,920 $137.0M
Bank of Montreal 0.07% Add +12.6% 1,400,232 $136.3M
Polar Capital Holdings Plc 0.71% New 1,391,611 $135.5M
Prudential Financial Inc. 0.17% Add +3.9% 1,370,288 $133.4M
Manufacturers Life Insurance Company, The 0.12% Reduce -8.6% 1,358,922 $132.3M
Danske Bank A/S 0.32% Add +39.7% 1,332,026 $129.7M

"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.

Show all 1,844 holders