Lam ResearchLRCX
13F holders, Q1 2026 (March 31)2,620holders +258
361new positions
103sold out
18famous investors
$212.94avg. 13F price*
At the end of Q1 2026, 2,620 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 258 from Q4 2025. 361 opened new positions and 103 sold out. The largest holders were BlackRock, Inc. ($28.4B), Vanguard Capital Management LLC ($17.3B) and State Street Corp. ($12.7B). 18 famous investors held it, including Philippe Laffont (7.4% of Coatue Management's portfolio), Jeremy Grantham (3.8% of GMO's portfolio) and Chase Coleman (3.6% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 361 | $2.2B |
| Exits | 103 | $951.6M |
All 13F filers, Q4 2025 → Q1 2026: 65,987,326 shares bought and 81,281,757 shares sold, net −15,294,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,620 holders
| BlackRock, Inc. | 0.50% | Reduce -1.1% | 132,852,320 | $28.4B |
| Vanguard Capital Management LLC | 0.43% | — | 81,155,744 | $17.3B |
| State Street Corp. | 0.44% | Reduce -0.9% | 59,158,300 | $12.7B |
| Invesco Ltd. | 1.05% | Reduce -1.1% | 50,464,319 | $10.8B |
| Vanguard Portfolio Management LLC | 0.41% | — | 37,060,963 | $7.9B |
| Geode Capital Management, LLC | 0.47% | Add +4.2% | 35,175,926 | $7.5B |
| FMR LLC | 0.38% | Add +25.8% | 33,574,842 | $7.2B |
| JPMorgan Chase & Co. | 0.44% | Add +39.1% | 32,712,933 | $6.5B |
| Ameriprise Financial Inc. | 1.03% | Reduce -10.6% | 20,788,130 | $4.4B |
| Morgan Stanley | 0.24% | Reduce -4.6% | 18,971,122 | $4.1B |
| Northern Trust Corp. | 0.40% | Reduce -1.7% | 14,189,351 | $3.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.60% | Add +5.4% | 13,424,016 | $2.9B |
| T. Rowe Price Associates Inc. | 0.33% | Reduce -3.3% | 13,239,357 | $2.8B |
| Arrowstreet Capital, Limited Partnership | 1.52% | Reduce -1.3% | 13,179,818 | $2.8B |
| Franklin Resources Inc. | 0.63% | Add +16.6% | 11,793,519 | $2.5B |
| Legal & General Group Plc | 0.55% | Add +1.8% | 11,050,912 | $2.4B |
| Nuveen, LLC | 0.64% | Add +6.0% | 11,006,627 | $2.4B |
| Bank of America Corp. | 0.17% | Reduce -5.3% | 10,659,658 | $2.3B |
| Goldman Sachs Group Inc. | 0.29% | Reduce -29.4% | 10,477,727 | $2.2B |
| Amundi | 0.59% | Add +23.7% | 10,147,479 | $2.2B |
| Coatue Management | 7.39% | Add +2.4% | 10,043,505 | $2.1B |
| Janus Henderson Group PLC | 0.94% | Add +2.0% | 9,265,026 | $2.0B |
| Bank of New York Mellon Corp | 0.35% | Reduce -3.3% | 8,932,438 | $1.9B |
| Charles Schwab Investment Management Inc. | 0.25% | Add +0.5% | 7,767,896 | $1.7B |
| Vanguard Fiduciary Trust Co. | 0.39% | — | 7,207,173 | $1.5B |
| GMO | 3.77% | Reduce -26.1% | 6,904,206 | $1.5B |
| UBS Group AG | 0.25% | Reduce -16.1% | 6,526,433 | $1.4B |
| Dimensional Fund Advisors LP | 0.28% | Add +2.5% | 6,312,616 | $1.3B |
| Nordea Investment Management AB | 1.19% | Reduce -16.4% | 6,189,689 | $1.3B |
| California Public Employees Retirement System | 0.77% | Add +50.6% | 5,870,899 | $1.3B |
| Barclays PLC | 0.43% | Reduce -18.8% | 5,665,732 | $1.2B |
| Wells Fargo & Company | 0.22% | Reduce -3.7% | 5,141,784 | $1.1B |
| Artisan Partners Limited Partnership | 1.75% | Reduce -36.7% | 5,029,666 | $1.1B |
| Deutsche Bank AG | 0.32% | Reduce -5.5% | 4,499,280 | $961.3M |
| First Trust Advisors LP | 0.65% | Reduce -24.5% | 4,225,554 | $902.8M |
| Voya Investment Management LLC | 1.02% | Reduce -26.2% | 3,982,286 | $849.9M |
| Alkeon Capital Management LLC | 3.77% | Reduce -39.3% | 3,900,456 | $833.4M |
| Tiger Global Management | 3.65% | No change | 3,900,439 | $833.4M |
| Swiss National Bank | 0.45% | Add +6.7% | 3,686,200 | $787.6M |
| Citigroup Inc. | 0.49% | Add +18.1% | 3,608,466 | $771.0M |
| Swedbank AB | 0.81% | Reduce -9.9% | 3,588,587 | $766.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.85% | Add +6.3% | 3,444,139 | $735.6M |
| Massachusetts Financial Services Co. | 0.24% | Reduce -20.8% | 3,309,521 | $725.9M |
| AQR Capital Management | 0.33% | Reduce -6.9% | 3,452,063 | $724.3M |
| HSBC Holdings PLC | 0.43% | Reduce -4.7% | 3,391,189 | $722.9M |
| Jennison Associates LLC | 0.50% | Add +296.9% | 3,373,306 | $720.7M |
| National Pension Service | 0.55% | Add +1.6% | 3,364,610 | $718.9M |
| American Century Companies Inc. | 0.36% | Add +29.0% | 3,282,745 | $701.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.45% | Add +5.8% | 3,167,860 | $676.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.43% | Reduce -4.5% | 3,099,313 | $662.2M |
| TD Asset Management Inc | 0.53% | Add +94.7% | 3,056,874 | $653.1M |
| Royal Bank of Canada | 0.12% | Reduce -22.8% | 3,046,507 | $650.9M |
| Acadian Asset Management LLC | 0.91% | Add +41.3% | 2,991,882 | $639.2M |
| Allianz Asset Management GmbH | 0.73% | Reduce -20.9% | 2,957,819 | $632.0M |
| Pictet Asset Management Holding SA | 0.65% | Reduce -30.4% | 2,905,362 | $620.5M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -13.3% | 2,859,751 | $611.0M |
| Canada Pension Plan Investment Board | 0.39% | Add +1.5% | 2,847,498 | $608.4M |
| Vanguard Global Advisers, LLC | 0.31% | — | 2,740,832 | $585.6M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -5.4% | 2,639,909 | $564.0M |
| Capital Research Global Investors | 0.09% | Reduce -1.4% | 2,604,483 | $556.4M |
| Focus Partners Wealth | 0.60% | Add +23.4% | 2,525,689 | $542.5M |
| National Bank of Canada | 0.54% | Add +13.7% | 2,474,441 | $528.7M |
| Alliancebernstein L.P. | 0.16% | Reduce -7.4% | 2,966,378 | $507.8M |
| Rhumbline Advisers | 0.42% | Reduce -2.6% | 2,297,150 | $490.8M |
| BNP Paribas Financial Markets | 0.32% | Reduce -36.0% | 2,266,862 | $484.3M |
| Oaktop Capital Management Ii, L.P. | 35.86% | Reduce -5.9% | 2,249,394 | $480.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.44% | Add +11.8% | 2,243,923 | $479.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 1.41% | Add +35.3% | 2,211,855 | $466.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.40% | — | 2,182,915 | $466.4M |
| Van Eck Associates Corp. | 0.35% | Reduce -20.3% | 2,166,541 | $462.9M |
| Russell Investments Group, Ltd. | 0.49% | Add +8.7% | 2,144,089 | $452.3M |
| Assenagon Asset Management S.A. | 0.72% | Add +1994.3% | 2,116,233 | $452.2M |
| Robeco Institutional Asset Management B.V. | 0.63% | Reduce -4.7% | 2,060,775 | $440.3M |
| Bank of Montreal | 0.18% | Add +21.3% | 2,021,976 | $432.0M |
| ProShare Advisors LLC | 0.62% | Reduce -20.1% | 1,961,746 | $419.1M |
| California State Teachers Retirement System | 0.43% | Reduce -2.8% | 1,922,942 | $410.9M |
| Polar Capital Holdings Plc | 1.79% | Reduce -33.4% | 1,913,491 | $408.8M |
| Principal Financial Group Inc. | 0.21% | Reduce -6.7% | 1,839,740 | $393.1M |
| Rafferty Asset Management, LLC | 1.55% | Reduce -32.7% | 1,785,457 | $381.5M |
| Prudential Financial Inc. | 0.45% | Reduce -2.2% | 1,720,831 | $367.7M |
| Truist Financial Corp. | 0.49% | Reduce -4.4% | 1,712,540 | $365.9M |
| Raymond James Financial Inc. | 0.11% | Reduce -7.0% | 1,669,226 | $352.8M |
| Mackenzie Financial Corp. | 0.41% | Reduce -11.0% | 1,617,352 | $345.6M |
| Millennium Management | 0.27% | Add +43.3% | 1,588,727 | $339.4M |
| Schroder Investment Management Group | 0.28% | Reduce -6.3% | 1,582,367 | $338.1M |
| Bridgewater Associates | 1.50% | Reduce -48.3% | 1,571,229 | $335.7M |
| KBC Group NV | 0.84% | Add +60.1% | 1,560,414 | $333.4M |
| Lord, Abbett & Co. LLC | 1.14% | Reduce -9.7% | 1,551,029 | $331.4M |
| Victory Capital Management Inc. | 0.21% | Reduce -14.9% | 1,518,911 | $324.5M |
| Two Sigma Investments, LP | 0.28% | Add +19.5% | 1,502,227 | $321.0M |
| LPL Financial LLC | 0.08% | Add +5.8% | 1,482,642 | $316.8M |
| Neuberger Berman Group LLC | 0.24% | Reduce -12.4% | 1,463,046 | $312.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.53% | Reduce -4.7% | 1,429,231 | $305.4M |
| New York State Common Retirement Fund | 0.42% | Reduce -0.8% | 1,420,886 | $303.6M |
| Thrivent Financial for Lutherans | 0.58% | Add +348.0% | 1,383,950 | $295.7M |
| Blue Whale Capital LLP | 13.11% | Reduce -9.3% | 1,290,589 | $275.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.77% | Reduce -8.1% | 1,260,406 | $269.3M |
| Man Group plc | 0.53% | Reduce -15.6% | 1,187,713 | $253.8M |
| Daiwa Securities Group Inc. | 0.72% | Add +226.4% | 1,165,720 | $249.1M |
| Adage Capital Partners Gp, L.L.C. | 0.38% | Reduce -10.3% | 1,158,120 | $247.4M |
"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.