Lam ResearchLRCX
13F holders, Q4 2025 (December 31)2,362holders +285
278new positions
116sold out
15famous investors
$170.77avg. 13F price*
At the end of Q4 2025, 2,362 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 285 from Q3 2025. 278 opened new positions and 116 sold out. The largest holders were BlackRock, Inc. ($23.0B), Vanguard Group Inc. ($22.5B) and State Street Corp. ($10.2B). 15 famous investors held it, including Philippe Laffont (4.2% of Coatue Management's portfolio), Jeremy Grantham (4.1% of GMO'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 278 | $1.4B |
| Exits | 116 | $809.2M |
All 13F filers, Q3 2025 → Q4 2025: 105,865,290 shares bought and 73,054,557 shares sold, net +32,810,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,362 holders
| BlackRock, Inc. | 0.39% | Add +8.1% | 134,259,711 | $23.0B |
| Vanguard Group Inc. | 0.33% | Add +0.2% | 131,185,330 | $22.5B |
| State Street Corp. | 0.34% | Reduce -0.2% | 59,686,084 | $10.2B |
| Invesco Ltd. | 0.83% | Add +140.9% | 51,039,689 | $8.7B |
| Geode Capital Management, LLC | 0.36% | Add +0.4% | 33,747,368 | $5.8B |
| FMR LLC | 0.23% | Add +14.3% | 26,681,564 | $4.6B |
| JPMorgan Chase & Co. | 0.27% | Reduce -21.5% | 23,508,596 | $4.0B |
| Ameriprise Financial Inc. | 0.90% | Reduce -8.2% | 23,250,342 | $4.0B |
| Norges Bank | 0.39% | — | 21,295,871 | $3.6B |
| Morgan Stanley | 0.20% | Add +0.1% | 19,886,007 | $3.4B |
| Goldman Sachs Group Inc. | 0.36% | Add +6.7% | 14,840,758 | $2.5B |
| Northern Trust Corp. | 0.32% | Reduce -1.0% | 14,436,480 | $2.5B |
| T. Rowe Price Associates Inc. | 0.25% | Add +352.2% | 13,695,210 | $2.3B |
| Arrowstreet Capital, Limited Partnership | 1.34% | Add +17.7% | 13,349,470 | $2.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.46% | Reduce -0.1% | 12,732,387 | $2.2B |
| Bank of America Corp. | 0.14% | Reduce -1.6% | 11,256,401 | $1.9B |
| Legal & General Group Plc | 0.41% | Reduce -2.0% | 10,861,375 | $1.9B |
| Nuveen, LLC | 0.47% | Reduce -2.5% | 10,388,923 | $1.8B |
| Franklin Resources Inc. | 0.43% | Add +57.0% | 10,110,560 | $1.7B |
| Coatue Management | 4.20% | Reduce -1.5% | 9,805,565 | $1.7B |
| GMO | 4.09% | Reduce -5.0% | 9,344,080 | $1.6B |
| Bank of New York Mellon Corp | 0.28% | Reduce -11.2% | 9,239,995 | $1.6B |
| Janus Henderson Group PLC | 0.70% | Add +5.5% | 9,083,939 | $1.6B |
| Amundi | 0.43% | Reduce -3.2% | 8,204,617 | $1.4B |
| Artisan Partners Limited Partnership | 2.08% | Reduce -25.2% | 7,951,029 | $1.4B |
| UBS Group AG | 0.26% | Add +4.8% | 7,781,054 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.21% | Reduce -0.3% | 7,727,485 | $1.3B |
| Nordea Investment Management AB | 1.10% | Reduce -34.6% | 7,403,443 | $1.3B |
| Barclays PLC | 0.48% | Reduce -31.9% | 6,977,951 | $1.2B |
| Alkeon Capital Management LLC | 4.81% | No change | 6,420,456 | $1.1B |
| Dimensional Fund Advisors LP | 0.22% | Reduce -2.4% | 6,159,280 | $1.1B |
| First Trust Advisors LP | 0.70% | Add +16.4% | 5,599,798 | $958.6M |
| Voya Investment Management LLC | 1.04% | Add +21.4% | 5,395,295 | $922.4M |
| Wells Fargo & Company | 0.18% | Reduce -0.3% | 5,339,688 | $914.0M |
| Deutsche Bank AG | 0.27% | Reduce -7.0% | 4,762,381 | $815.2M |
| Citadel Advisors | 0.50% | Add +39.2% | 4,241,466 | $726.1M |
| Massachusetts Financial Services Co. | 0.23% | Reduce -14.0% | 4,179,870 | $715.5M |
| Pictet Asset Management Holding SA | 0.69% | Reduce -38.5% | 4,175,648 | $714.9M |
| Swedbank AB | 0.66% | Add +22.4% | 3,983,958 | $682.0M |
| Royal Bank of Canada | 0.12% | Reduce -5.2% | 3,947,309 | $675.7M |
| Tiger Global Management | 2.25% | Reduce -25.9% | 3,900,439 | $667.7M |
| California Public Employees Retirement System | 0.38% | Reduce -13.9% | 3,898,622 | $667.4M |
| Allianz Asset Management GmbH | 0.73% | Add +54.0% | 3,737,820 | $639.8M |
| AQR Capital Management | 0.33% | Add +4.8% | 3,709,684 | $635.0M |
| HSBC Holdings PLC | 0.35% | Add +10.4% | 3,558,405 | $610.0M |
| BNP Paribas Financial Markets | 0.39% | Add +30.8% | 3,540,902 | $606.1M |
| Swiss National Bank | 0.35% | Reduce -6.3% | 3,455,600 | $591.5M |
| National Pension Service | 0.42% | Reduce -5.8% | 3,312,195 | $567.0M |
| Envestnet Asset Management Inc. | 0.17% | Reduce -8.9% | 3,297,640 | $564.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.33% | Reduce -0.5% | 3,243,886 | $555.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.64% | Add +27.4% | 3,238,636 | $554.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.38% | Add +1.1% | 2,994,239 | $554.1M |
| Alliancebernstein L.P. | 0.17% | Reduce -11.8% | 3,202,704 | $548.2M |
| Citigroup Inc. | 0.36% | Reduce -28.3% | 3,056,338 | $523.2M |
| Bridgewater Associates | 1.90% | Reduce -12.2% | 3,041,661 | $520.7M |
| Polar Capital Holdings Plc | 2.25% | Add +0.6% | 2,873,948 | $492.0M |
| Canada Pension Plan Investment Board | 0.32% | Reduce -16.1% | 2,806,541 | $480.4M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -8.7% | 2,789,723 | $477.5M |
| Van Eck Associates Corp. | 0.39% | Reduce -40.5% | 2,719,592 | $465.5M |
| Rafferty Asset Management, LLC | 1.57% | Reduce -25.3% | 2,654,539 | $454.4M |
| Capital Research Global Investors | 0.08% | Add +0.3% | 2,642,429 | $452.3M |
| American Century Companies Inc. | 0.22% | Reduce -4.1% | 2,545,199 | $435.7M |
| Cincinnati Insurance Co. | 6.52% | New | 2,492,110 | $426.6M |
| Caisse de depot et placement du Quebec | 0.72% | Reduce -3.5% | 2,478,680 | $424.3M |
| ProShare Advisors LLC | 0.74% | Add +33.4% | 2,455,405 | $420.3M |
| Oaktop Capital Management Ii, L.P. | 34.68% | Reduce -11.2% | 2,390,784 | $409.3M |
| Rhumbline Advisers | 0.33% | Reduce -4.0% | 2,357,865 | $403.6M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Add +538.7% | 1,921,927 | $400.7M |
| National Bank of Canada | 0.38% | Reduce -12.3% | 2,176,108 | $372.5M |
| Robeco Institutional Asset Management B.V. | 0.53% | Add +11.8% | 2,161,975 | $370.1M |
| Acadian Asset Management LLC | 0.60% | Add +8.5% | 2,117,699 | $362.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.30% | Add +232.3% | 2,007,567 | $343.7M |
| Focus Partners Wealth | 0.39% | Add +355.2% | 2,046,824 | $343.4M |
| Russell Investments Group, Ltd. | 0.37% | Reduce -5.6% | 1,972,611 | $338.6M |
| California State Teachers Retirement System | 0.34% | Reduce -3.7% | 1,977,333 | $338.5M |
| Principal Financial Group Inc. | 0.17% | Reduce -7.9% | 1,970,770 | $337.4M |
| Mackenzie Financial Corp. | 0.37% | Add +11.3% | 1,816,810 | $315.1M |
| AustralianSuper Pty Ltd | 1.46% | Add +6.5% | 1,831,611 | $313.5M |
| Raymond James Financial Inc. | 0.10% | Reduce -13.5% | 1,795,787 | $308.4M |
| Truist Financial Corp. | 0.41% | Add +6.9% | 1,791,976 | $306.8M |
| Victory Capital Management Inc. | 0.17% | Reduce -6.0% | 1,785,158 | $305.6M |
| Prudential Financial Inc. | 0.36% | Reduce -18.2% | 1,759,597 | $301.2M |
| Jacobs Levy Equity Management, Inc. | 1.15% | Reduce -1.8% | 1,746,893 | $299.0M |
| Lord, Abbett & Co. LLC | 0.94% | Add +21.4% | 1,716,798 | $293.9M |
| Schroder Investment Management Group | 0.22% | Add +120.5% | 1,688,994 | $289.1M |
| Two Sigma Advisers, LP | 0.56% | Add +27.8% | 1,682,400 | $288.0M |
| Neuberger Berman Group LLC | 0.21% | Reduce -21.8% | 1,670,400 | $285.9M |
| Bank of Montreal | 0.12% | Reduce -10.0% | 1,667,086 | $285.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.77% | Reduce -1.5% | 1,634,505 | $280.6M |
| TD Asset Management Inc | 0.22% | Reduce -35.2% | 1,570,447 | $268.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.43% | Reduce -5.5% | 1,499,069 | $257.8M |
| FIL Ltd | 0.19% | Add +3.7% | 1,495,158 | $255.9M |
| New York State Common Retirement Fund | 0.33% | Reduce -6.6% | 1,432,586 | $245.2M |
| Blue Whale Capital LLP | 12.51% | Reduce -16.3% | 1,423,630 | $243.7M |
| Man Group plc | 0.47% | Reduce -9.1% | 1,407,311 | $240.9M |
| LPL Financial LLC | 0.07% | Add +4.8% | 1,401,146 | $239.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.65% | Add +6.3% | 1,371,006 | $234.7M |
| Eurizon Capital SGR S.p.A. | 0.69% | — | 1,300,500 | $223.2M |
| Heard Capital LLC | 10.39% | Reduce -18.5% | 1,292,655 | $221.3M |
| Adage Capital Partners Gp, L.L.C. | 0.33% | Reduce -7.6% | 1,291,620 | $221.1M |
"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.