Lam ResearchLRCX
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 2,077 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 233 from Q2 2025. 319 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($17.5B), BlackRock, Inc. ($16.6B) and State Street Corp. ($8.0B). 14 famous investors held it, including Jeremy Grantham (3.7% of GMO's portfolio), Philippe Laffont (3.3% of Coatue Management's portfolio) and Chase Coleman (2.2% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 319 | $624.1M |
| Exits | 90 | $349.5M |
All 13F filers, Q2 2025 → Q3 2025: 72,500,909 shares bought and 91,239,377 shares sold, net −18,738,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,077 holders
| Vanguard Group Inc. | 0.26% | Add +0.3% | 130,974,214 | $17.5B |
| BlackRock, Inc. | 0.29% | Add +1.7% | 124,258,984 | $16.6B |
| State Street Corp. | 0.28% | Add +0.5% | 59,817,352 | $8.0B |
| Geode Capital Management, LLC | 0.29% | Reduce -0.5% | 33,620,755 | $4.5B |
| JPMorgan Chase & Co. | 0.26% | Reduce -26.3% | 29,944,849 | $4.0B |
| Ameriprise Financial Inc. | 0.78% | Reduce -16.8% | 25,315,029 | $3.4B |
| FMR LLC | 0.16% | Reduce -9.0% | 23,352,526 | $3.1B |
| Invesco Ltd. | 0.45% | Add +18.2% | 21,182,948 | $2.8B |
| Morgan Stanley | 0.16% | Add +4.2% | 19,861,515 | $2.7B |
| Northern Trust Corp. | 0.25% | Add +0.0% | 14,576,854 | $2.0B |
| Goldman Sachs Group Inc. | 0.27% | Add +0.0% | 13,907,551 | $1.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.37% | Reduce -15.0% | 12,742,924 | $1.7B |
| Bank of America Corp. | 0.11% | Reduce -3.7% | 11,436,779 | $1.5B |
| Arrowstreet Capital, Limited Partnership | 0.96% | Add +781.3% | 11,340,865 | $1.5B |
| Nordea Investment Management AB | 1.33% | Add +6.8% | 11,312,752 | $1.5B |
| Legal & General Group Plc | 0.33% | Add +1.9% | 11,088,344 | $1.5B |
| Nuveen, LLC | 0.38% | Add +15.8% | 10,652,467 | $1.4B |
| Artisan Partners Limited Partnership | 2.05% | Add +7.9% | 10,630,266 | $1.4B |
| Bank of New York Mellon Corp | 0.25% | Reduce -1.9% | 10,408,045 | $1.4B |
| Barclays PLC | 0.51% | Add +32.3% | 10,238,578 | $1.4B |
| Coatue Management | 3.27% | Reduce -5.3% | 9,954,492 | $1.3B |
| GMO | 3.72% | Add +1.6% | 9,834,011 | $1.3B |
| Amundi | 0.41% | Reduce -21.3% | 8,479,494 | $1.3B |
| Janus Henderson Group PLC | 0.53% | Add +16.1% | 8,613,330 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -14.4% | 7,748,620 | $1.0B |
| UBS Group AG | 0.19% | Reduce -24.8% | 7,424,564 | $994.1M |
| Pictet Asset Management Holding SA | 0.88% | Reduce -23.1% | 6,783,663 | $908.2M |
| Franklin Resources Inc. | 0.22% | Add +1.3% | 6,439,487 | $862.2M |
| Alkeon Capital Management LLC | 3.88% | Reduce -24.5% | 6,420,456 | $859.7M |
| Dimensional Fund Advisors LP | 0.18% | Reduce -0.9% | 6,310,907 | $844.8M |
| Wells Fargo & Company | 0.15% | Reduce -7.8% | 5,353,517 | $716.8M |
| Tiger Global Management | 2.18% | No change | 5,260,328 | $704.4M |
| Deutsche Bank AG | 0.23% | Add +5.3% | 5,120,589 | $685.6M |
| Massachusetts Financial Services Co. | 0.20% | Add +8.1% | 4,860,685 | $650.8M |
| First Trust Advisors LP | 0.48% | Add +25.2% | 4,809,914 | $644.0M |
| Van Eck Associates Corp. | 0.57% | Reduce -25.6% | 4,571,540 | $612.1M |
| California Public Employees Retirement System | 0.36% | Add +108.7% | 4,526,099 | $606.0M |
| Voya Investment Management LLC | 0.68% | Add +48.9% | 4,445,681 | $594.6M |
| Citigroup Inc. | 0.40% | Reduce -27.1% | 4,262,176 | $570.7M |
| Royal Bank of Canada | 0.10% | Add +5.9% | 4,164,801 | $557.7M |
| Swiss National Bank | 0.29% | Reduce -5.1% | 3,687,200 | $493.7M |
| Alliancebernstein L.P. | 0.15% | Reduce -3.0% | 3,628,923 | $485.9M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.6% | 3,620,779 | $484.8M |
| Rafferty Asset Management, LLC | 1.54% | Reduce -25.2% | 3,555,418 | $476.1M |
| AQR Capital Management | 0.30% | Add +138.6% | 3,541,230 | $472.3M |
| National Pension Service | 0.37% | Add +2.8% | 3,518,046 | $471.1M |
| Bridgewater Associates | 1.82% | Add +111.4% | 3,463,980 | $463.8M |
| Canada Pension Plan Investment Board | 0.31% | Add +54.5% | 3,347,057 | $448.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.25% | Add +0.7% | 3,258,535 | $436.3M |
| Swedbank AB | 0.44% | Add +3.6% | 3,255,637 | $435.9M |
| HSBC Holdings PLC | 0.25% | Add +5.9% | 3,222,662 | $429.6M |
| PNC Financial Services Group, Inc. | 0.25% | Reduce -0.6% | 3,056,283 | $409.2M |
| Citadel Advisors | 0.33% | Reduce -52.2% | 3,046,220 | $407.9M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -56.0% | 3,028,670 | $405.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.29% | Reduce -2.1% | 2,961,248 | $396.5M |
| Polar Capital Holdings Plc | 1.85% | Add +105.3% | 2,856,262 | $382.5M |
| BNP Paribas Financial Markets | 0.29% | Reduce -36.6% | 2,706,329 | $362.4M |
| Oaktop Capital Management Ii, L.P. | 32.59% | No change | 2,691,460 | $360.4M |
| American Century Companies Inc. | 0.18% | Add +20.4% | 2,654,347 | $355.4M |
| Capital Research Global Investors | 0.07% | Add +0.5% | 2,633,281 | $352.6M |
| DNB Asset Management AS | 1.30% | Reduce -17.2% | 2,600,095 | $348.2M |
| Caisse de depot et placement du Quebec | 0.62% | Add +164.0% | 2,568,579 | $343.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.88% | Add +35.1% | 2,541,627 | $339.7M |
| National Bank of Canada | 0.38% | Add +15.1% | 2,481,819 | $332.3M |
| Rhumbline Advisers | 0.26% | Reduce -4.1% | 2,456,179 | $328.9M |
| Allianz Asset Management GmbH | 0.40% | Add +4.7% | 2,426,727 | $324.9M |
| TD Asset Management Inc | 0.26% | Reduce -17.9% | 2,422,589 | $324.4M |
| NorthCoast Asset Management LLC | 1.24% | Reduce -2.3% | 2,377,790 | $318.5M |
| Prudential Financial Inc. | 0.34% | Add +57.0% | 2,151,464 | $288.1M |
| Principal Financial Group Inc. | 0.14% | Reduce -10.7% | 2,138,949 | $286.4M |
| Neuberger Berman Group LLC | 0.21% | Add +14.6% | 2,136,753 | $285.6M |
| Russell Investments Group, Ltd. | 0.32% | Add +22.4% | 2,089,066 | $279.2M |
| Raymond James Financial Inc. | 0.09% | Reduce -24.4% | 2,075,696 | $277.9M |
| California State Teachers Retirement System | 0.28% | Add +0.4% | 2,053,954 | $275.0M |
| Acadian Asset Management LLC | 0.46% | Add +22.5% | 1,951,402 | $261.3M |
| Robeco Institutional Asset Management B.V. | 0.38% | Add +4.3% | 1,934,252 | $259.0M |
| Victory Capital Management Inc. | 0.15% | Add +0.5% | 1,898,837 | $254.3M |
| Bank of Montreal | 0.11% | Add +32.3% | 1,852,401 | $248.0M |
| William Blair Investment Management, LLC | 0.64% | Reduce -3.4% | 1,843,616 | $246.9M |
| ProShare Advisors LLC | 0.52% | Reduce -18.8% | 1,840,806 | $246.5M |
| Jacobs Levy Equity Management, Inc. | 0.95% | Add +146.1% | 1,779,716 | $238.3M |
| M&G PLC | 1.30% | Reduce -4.6% | 1,752,251 | $234.8M |
| Epoch Investment Partners, Inc. | 1.27% | Reduce -16.3% | 1,721,172 | $230.5M |
| AustralianSuper Pty Ltd | 1.09% | Add +429.4% | 1,720,424 | $230.4M |
| Blue Whale Capital LLP | 12.60% | Reduce -9.5% | 1,701,496 | $227.8M |
| Truist Financial Corp. | 0.30% | Add +119.6% | 1,676,637 | $224.5M |
| Millennium Management | 0.18% | Reduce -14.0% | 1,667,393 | $223.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.63% | Reduce -39.8% | 1,660,024 | $222.3M |
| Mackenzie Financial Corp. | 0.26% | Reduce -6.2% | 1,631,993 | $218.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.36% | Reduce -17.9% | 1,585,703 | $212.3M |
| Heard Capital LLC | 10.30% | Reduce -9.5% | 1,585,240 | $212.3M |
| Bank of Nova Scotia | 0.38% | Add +41.5% | 1,585,023 | $212.2M |
| Corient Private Wealth LP | 0.33% | Reduce -15.0% | 1,549,888 | $207.5M |
| Man Group plc | 0.41% | Add +37.2% | 1,548,658 | $207.4M |
| Worldquant Millennium Advisors LLC | 0.89% | Add +41.8% | 1,535,005 | $205.5M |
| New York State Common Retirement Fund | 0.27% | Reduce -4.7% | 1,533,945 | $205.4M |
| Two Sigma Investments, LP | 0.33% | Add +402.5% | 1,527,072 | $204.5M |
| FIL Ltd | 0.15% | Reduce -79.7% | 1,441,352 | $193.0M |
| 1832 Asset Management L.P. | 0.33% | Add +350.5% | 1,438,076 | $192.6M |
| Jane Street Group, LLC | 0.23% | Add +6167.0% | 1,431,382 | $191.7M |
"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.