Lam ResearchLRCX
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 214 | $798.2M |
| Exits | 133 | $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.