LAM RESEARCH CORP (LRCX) — Institutional Holders, Q2 2026

3,155 institutional investment managers reported a LRCX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $462.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← LRCX stock profile

LRCX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

587

Added to

1,072

Trimmed

1,162

Sold out

Biggest buyers

Invesco Ltd.Added · +28,064,410 sh+$12.2B
JPMORGAN CHASEAdded · +12,604,546 sh+$5.5B
PRICE T ROWE ASSOCIATESAdded · +11,356,938 sh+$4.9B
VAN ECK ASSOCIATESAdded · +8,922,854 sh+$3.9B
GOLDMAN SACHS GROUPAdded · +2,246,660 sh+$973.5M

Biggest sellers

Artisan Partners Limited PartnershipTrimmed · -4,243,428 sh-$1.8B
AMERIPRISE FINANCIALTrimmed · -3,453,224 sh-$1.5B
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTrimmed · -2,222,348 sh-$963.0M
MASSACHUSETTS FINANCIAL SERVICESTrimmed · -2,090,837 sh-$906.0M
NuveenTrimmed · -1,779,648 sh-$771.2M

LRCX 13F holders ranked 1–100 of 3,155

Institutional investors reporting a position in LAM RESEARCH CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 132,727,776 sh	132,727,776	$57.5B	0.85%	-0.1%
2	VANGUARD CAPITAL MANAGEMENT#2 · 81,683,639 sh	81,683,639	$35.4B	0.76%	+0.7%
3	STATE STREET#3 · 60,704,130 sh	60,704,130	$26.3B	0.78%	+2.6%
4	Invesco Ltd.#4 · 52,319,973 sh	52,319,973	$22.7B	1.79%	+115.7%
5	JPMORGAN CHASE#5 · 45,317,479 sh	45,317,479	$18.6B	1.03%	+38.5%
6	VANGUARD PORTFOLIO MANAGEMENT#6 · 36,635,534 sh	36,635,534	$15.9B	0.72%	-1.1%
7	GEODE CAPITAL MANAGEMENT#7 · 34,506,240 sh	34,506,240	$14.9B	0.80%	-1.9%
8	FMR#8 · 33,677,858 sh	33,677,858	$14.6B	0.63%	+0.3%
9	PRICE T ROWE ASSOCIATES#9 · 24,596,295 sh	24,596,295	$10.7B	1.07%	+85.8%
10	MORGAN STANLEY#10 · 19,217,787 sh	19,217,787	$8.3B	0.44%	+1.3%
11	NORGES BANK#11 · 18,123,399 sh	18,123,399	$7.9B	0.78%	—
12	AMERIPRISE FINANCIAL#12 · 17,334,906 sh	17,334,906	$7.5B	1.52%	-16.6%
13	NORTHERN#13 · 14,014,491 sh	14,014,491	$6.1B	0.71%	-1.2%
14	FRANKLIN RESOURCES#14 · 13,065,549 sh	13,065,549	$5.7B	1.23%	+10.8%
15	GOLDMAN SACHS GROUP#15 · 12,724,387 sh	12,724,387	$5.5B	0.48%	+21.4%
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#16 · 12,514,990 sh	12,514,990	$5.4B	0.99%	-6.8%
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#17 · 12,269,198 sh	12,269,198	$5.3B	2.36%	-6.9%
18	BANK OF AMERICA#18 · 11,244,147 sh	11,244,147	$4.9B	0.31%	+5.5%
19	VAN ECK ASSOCIATES#19 · 11,089,395 sh	11,089,395	$4.8B	2.93%	+411.8%
20	Legal & General Group Plc#20 · 10,373,392 sh	10,373,392	$4.5B	0.94%	-6.1%
21	Jupiter Topco#21 · 9,884,116 sh	9,884,116	$4.3B	1.75%	—
22	COATUE MANAGEMENT#22 · 9,441,603 sh	9,441,603	$4.1B	8.41%	-6.0%
23	Amundi#23 · 9,426,153 sh	9,426,153	$4.1B	0.99%	-7.1%
24	Nuveen#24 · 9,226,979 sh	9,226,979	$4.0B	0.95%	-16.2%
25	Bank of New York Mellon#25 · 8,717,571 sh	8,717,571	$3.8B	0.62%	-2.4%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 7,698,872 sh	7,698,872	$3.3B	0.44%	-0.9%
27	UBS Group AG#27 · 7,688,281 sh	7,688,281	$3.3B	0.42%	+17.8%
28	WELLS FARGO & COMPANY#28 · 7,313,492 sh	7,313,492	$3.2B	0.51%	+42.2%
29	VANGUARD FIDUCIARY#29 · 7,186,297 sh	7,186,297	$3.1B	0.69%	-0.3%
30	DIMENSIONAL FUND ADVISORS#30 · 5,956,458 sh	5,956,458	$2.6B	0.47%	-5.6%
31	BARCLAYS PLC#31 · 5,764,785 sh	5,764,785	$2.5B	0.48%	+1.7%
32	Grantham, Mayo, Van Otterloo#32 · 5,464,726 sh	5,464,726	$2.4B	5.33%	-20.8%
33	NORDEA INVESTMENT MANAGEMENT AB#33 · 4,966,479 sh	4,966,479	$2.1B	1.75%	-19.8%
34	Swedbank AB#34 · 4,649,445 sh	4,649,445	$2.0B	1.74%	+29.6%
35	DEUTSCHE BANK AG\#35 · 4,390,915 sh	4,390,915	$1.9B	0.55%	-2.4%
36	CITIGROUP#36 · 4,210,122 sh	4,210,122	$1.8B	0.60%	+16.7%
37	HSBC PLC#37 · 3,992,454 sh	3,992,454	$1.7B	0.72%	+17.7%
38	VOYA INVESTMENT MANAGEMENT#38 · 3,800,281 sh	3,800,281	$1.6B	1.42%	-4.6%
39	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#39 · 3,648,551 sh	3,648,551	$1.6B	0.89%	-37.9%
40	FIRST ADVISORS#40 · 3,617,460 sh	3,617,460	$1.6B	0.92%	-14.4%
41	CANADA PENSION PLAN INVESTMENT BOARD#41 · 3,559,222 sh	3,559,222	$1.5B	0.85%	+25.0%
42	JENNISON ASSOCIATES#42 · 3,526,442 sh	3,526,442	$1.5B	0.92%	+4.5%
43	Swiss National Bank#43 · 3,522,000 sh	3,522,000	$1.5B	0.80%	-4.5%
44	AQR CAPITAL MANAGEMENT#44 · 3,485,364 sh	3,485,364	$1.5B	0.53%	+1.0%
45	AMERICAN CENTURY COMPANIES#45 · 3,447,645 sh	3,447,645	$1.5B	0.66%	+5.0%
46	National Pension Service#46 · 3,362,878 sh	3,362,878	$1.5B	0.94%	-0.1%
47	Mitsubishi UFJ Asset Management , Ltd.#47 · 3,312,931 sh	3,312,931	$1.4B	0.80%	+4.6%
48	ROYAL BANK OF CANADA#48 · 3,164,348 sh	3,164,348	$1.4B	0.20%	+3.9%
49	TIGER GLOBAL MANAGEMENT#49 · 3,163,495 sh	3,163,495	$1.4B	5.72%	-18.9%
50	SG Americas Securities#50 · 3,105,123 sh	3,105,123	$1.3B	0.75%	+185.8%
51	ALKEON CAPITAL MANAGEMENT#51 · 3,050,456 sh	3,050,456	$1.3B	1.78%	-21.8%
52	Sumitomo Mitsui#52 · 3,000,953 sh	3,000,953	$1.3B	0.74%	-3.2%
53	ENVESTNET ASSET MANAGEMENT#53 · 2,958,917 sh	2,958,917	$1.3B	0.30%	+3.5%
54	BNP PARIBAS FINANCIAL MARKETS#54 · 2,869,530 sh	2,869,530	$1.2B	0.43%	+26.6%
55	Rafferty Asset Management#55 · 2,774,672 sh	2,774,672	$1.2B	2.74%	+55.4%
56	TD ASSET MANAGEMENT#56 · 2,721,682 sh	2,721,682	$1.2B	1.02%	-11.0%
57	Vanguard Global Advisers#57 · 2,705,819 sh	2,705,819	$1.2B	0.55%	-1.3%
58	Pictet Asset Management Holding SA#58 · 2,652,682 sh	2,652,682	$1.1B	1.10%	-8.7%
59	PNC FINANCIAL SERVICES GROUP#59 · 2,646,799 sh	2,646,799	$1.1B	0.57%	+0.3%
60	BNP Paribas Asset Management Holding S.A.#60 · 2,491,039 sh	2,491,039	$1.1B	1.08%	-27.7%
61	BANK OF MONTREAL#61 · 2,447,595 sh	2,447,595	$1.1B	0.35%	+21.0%
62	VANGUARD ASSET MANAGEMENT, Ltd#62 · 2,439,339 sh	2,439,339	$1.1B	0.71%	+11.7%
63	Polar Capital Plc#63 · 2,358,946 sh	2,358,946	$1.0B	2.41%	+23.3%
64	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#64 · 2,337,161 sh	2,337,161	$1.0B	0.78%	+4.2%
65	RHUMBLINE ADVISERS#65 · 2,271,281 sh	2,271,281	$984.2M	0.74%	-1.1%
66	Bank Julius Baer & Ltd, Zurich#66 · 2,158,692 sh	2,158,692	$927.2M	2.40%	-2.4%
67	ACADIAN ASSET MANAGEMENT#67 · 2,090,516 sh	2,090,516	$905.8M	1.08%	-30.1%
68	OAKTOP CAPITAL MANAGEMENT II, L.P.#68 · 2,061,054 sh	2,061,054	$893.1M	38.00%	-8.4%
69	Russell Investments Group, Ltd.#69 · 2,054,067 sh	2,054,067	$882.0M	0.77%	-4.2%
70	PRINCIPAL FINANCIAL GROUP#70 · 1,924,829 sh	1,924,829	$834.1M	0.41%	+4.6%
71	Robeco Institutional Asset Management B.V.#71 · 1,835,997 sh	1,835,997	$795.6M	—	-10.9%
72	TRUIST FINANCIAL#72 · 1,725,883 sh	1,725,883	$747.9M	0.89%	+0.8%
73	Capital Research Global Investors#73 · 1,702,812 sh	1,702,812	$737.8M	0.10%	-34.6%
74	NOMURA ASSET MANAGEMENT INTERNATIONAL#74 · 1,670,147 sh	1,670,147	$723.7M	1.09%	+8727.9%
75	Focus Partners Wealth#75 · 1,642,921 sh	1,642,921	$711.8M	0.73%	-35.0%
76	KBC Group NV#76 · 1,610,743 sh	1,610,743	$698.0M	—	+3.2%
77	BANK OF NOVA SCOTIA#77 · 1,598,917 sh	1,598,917	$692.9M	1.05%	+70.2%
78	MACKENZIE FINANCIAL#78 · 1,582,810 sh	1,582,810	$685.9M	0.68%	-2.1%
79	Allianz Asset Management GmbH#79 · 2,717,709 sh	2,717,709	$685.1M	0.61%	-8.1%
80	Neuberger Berman Group#80 · 1,580,708 sh	1,580,708	$685.0M	0.46%	+8.0%
81	LORD, ABBETT#81 · 1,553,975 sh	1,553,975	$673.4M	1.93%	+0.2%
82	RAYMOND JAMES FINANCIAL#82 · 1,550,110 sh	1,550,110	$671.7M	0.18%	-7.1%
83	LPL Financial#83 · 1,543,253 sh	1,543,253	$668.7M	0.15%	+4.1%
84	ProShare Advisors#84 · 1,530,097 sh	1,530,097	$663.0M	0.96%	-22.0%
85	Mirae Asset Global Investments , Ltd.#85 · 1,490,242 sh	1,490,242	$645.8M	0.95%	+18.2%
86	CINCINNATI INSURANCE#86 · 1,483,770 sh	1,483,770	$643.0M	9.26%	-27.1%
87	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#87 · 1,446,858 sh	1,446,858	$627.0M	0.89%	+89.3%
88	NATIONAL BANK OF CANADA#88 · 1,446,518 sh	1,446,518	$626.8M	0.45%	-41.5%
89	CITADEL ADVISORS#89 · 1,420,975 sh	1,420,975	$615.8M	0.07%	+27.5%
90	VICTORY CAPITAL MANAGEMENT#90 · 1,412,598 sh	1,412,598	$612.1M	0.34%	-7.0%
91	ALLIANCEBERNSTEIN L.P.#91 · 2,856,424 sh	2,856,424	$610.3M	0.20%	-3.7%
92	SCHRODER INVESTMENT MANAGEMENT GROUP#92 · 1,403,422 sh	1,403,422	$608.1M	0.43%	-11.3%
93	PRUDENTIAL FINANCIAL#93 · 1,399,209 sh	1,399,209	$606.3M	0.66%	-18.7%
94	Universal- Beteiligungs- und Servicegesellschaft mbH#94 · 1,353,418 sh	1,353,418	$586.5M	0.90%	-5.3%
95	SUSQUEHANNA INTERNATIONAL GROUP, LLP#95 · 1,343,503 sh	1,343,503	$582.2M	0.05%	+46.2%
96	NEW YORK STATE COMMON RETIREMENT FUND#96 · 1,331,786 sh	1,331,786	$577.1M	0.73%	-6.3%
97	BESSEMER GROUP#97 · 1,330,815 sh	1,330,815	$576.7M	0.79%	+67.6%
98	Anther Capital Ltd#98 · 1,254,487 sh	1,254,487	$543.6M	13.92%	+144.3%
99	MASSACHUSETTS FINANCIAL SERVICES#99 · 1,218,684 sh	1,218,684	$540.3M	0.17%	-63.2%
100	WELLINGTON MANAGEMENT GROUP LLP#100 · 1,215,581 sh	1,215,581	$526.7M	0.09%	+291.2%

Funds that sold out of LRCX in Q2 2026 (97)

Held LRCX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LRCX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MAPLELANE CAPITAL621,000 sh	621,000	$132.7M
VOLORIDGE INVESTMENT MANAGEMENT608,317 sh	608,317	$130.0M
Rakuten Investment Management288,176 sh	288,176	$57.6M
SEVEN GRAND MANAGERS264,000 sh	264,000	$56.4M
Quadrature Capital Ltd191,901 sh	191,901	$41.0M
NATIXIS183,670 sh	183,670	$39.2M
Junto Capital Management166,072 sh	166,072	$35.5M
Nearwater Capital Markets, Ltd118,000 sh	118,000	$25.2M
M & L Capital Management Ltd78,050 sh	78,050	$16.7M
Third Point75,000 sh	75,000	$16.0M
FORA Capital62,052 sh	62,052	$13.3M
RIPOSTE CAPITAL55,000 sh	55,000	$11.8M
EVOKE WEALTH45,948 sh	45,948	$9.8M
Cavalier Investments42,878 sh	42,878	$9.2M
SANDERS MORRIS HARRIS42,420 sh	42,420	$9.1M
Weiss Asset Management41,421 sh	41,421	$8.9M
Tyro Capital Management37,862 sh	37,862	$8.1M
Qsemble Capital Management36,163 sh	36,163	$7.7M
Laurion Capital Management32,396 sh	32,396	$6.9M
Point72 Asset Management, L.P.29,913 sh	29,913	$6.4M
PINNBROOK CAPITAL MANAGEMENT28,100 sh	28,100	$6.0M
OCCUDO QUANTITATIVE STRATEGIES20,559 sh	20,559	$5.3M
PINKERTON WEALTH28,297 sh	28,297	$4.8M
Atlas Wealth59,944 sh	59,944	$4.0M
SIMPLEX TRADING16,078 sh	16,078	$3.4M
Y.D. More Investments Ltd14,023 sh	14,023	$3.0M
Quantitative Investment Management13,241 sh	13,241	$2.8M
VMS Asset Management Limited12,880 sh	12,880	$2.8M
PDT Partners12,300 sh	12,300	$2.6M
Maven Securities LTD11,373 sh	11,373	$2.4M
Momentum Wealth Planning11,131 sh	11,131	$2.4M
Paloma Partners Management11,000 sh	11,000	$2.4M
McLaughlin Asset Management10,024 sh	10,024	$2.1M
SummitTX Capital, L.P.9,800 sh	9,800	$2.1M
CLOUGH CAPITAL PARTNERS L P9,512 sh	9,512	$2.0M
Exit Wealth Advisors8,197 sh	8,197	$1.8M
CenterStar Asset Management7,638 sh	7,638	$1.6M
Golden State Equity Partners6,104 sh	6,104	$1.3M
TriaGen Wealth Management6,011 sh	6,011	$1.3M
Friedenthal Financial5,106 sh	5,106	$1.1M
Caldwell Investment Management Ltd.5,400 sh	5,400	$1.1M
Alphadyne Asset Management4,980 sh	4,980	$1.1M
Q3 Asset Management4,982 sh	4,982	$1.1M
AFT, FORSYTH & COMPANY4,579 sh	4,579	$978.4K
Baer Investment Advisory4,458 sh	4,458	$952.5K
TWINBEECH CAPITAL4,123 sh	4,123	$880.9K
Oasis Advisors4,035 sh	4,035	$862.7K
King Wealth Management Group4,000 sh	4,000	$855.0K
Quadrant Private Wealth Management3,866 sh	3,866	$827.0K
nVerses Capital3,693 sh	3,693	$789.0K
Blue Capital3,186 sh	3,186	$680.7K
EntryPoint Capital3,047 sh	3,047	$651.0K
Encompass More Asset Management3,043 sh	3,043	$650.2K
BridgePort Financial Solutions2,906 sh	2,906	$621.0K
ROMAN BUTLER FULLERTON2,507 sh	2,507	$618.0K
Shay Capital2,700 sh	2,700	$576.9K
Second Half Financial Partners2,434 sh	2,434	$520.0K
United Capital Management of KS2,300 sh	2,300	$491.4K
Ridgewood Investments2,217 sh	2,217	$473.7K
Credit Capital Investments2,200 sh	2,200	$470.1K
TUCKER ASSET MANAGEMENT2,056 sh	2,056	$439.3K
Axim Planning & Wealth1,996 sh	1,996	$426.5K
BREAKTHRU ADVISORY SERVICES1,737 sh	1,737	$371.1K
AlphaGrep UK Ltd1,697 sh	1,697	$362.6K
GenTrust1,513 sh	1,513	$323.7K
TABR Capital Management1,346 sh	1,346	$287.6K
Blueshift Asset Management1,210 sh	1,210	$258.5K
Ocean Park Asset Management1,188 sh	1,188	$253.8K
DIAMANT ASSET MANAGEMENT235,026 sh	235,026	$235.0K
a16z Perennial Management, L.P.1,100 sh	1,100	$235.0K
Olympiad Research1,093 sh	1,093	$233.5K
waypoint wealth counsel1,084 sh	1,084	$231.6K
MQS Management1,035 sh	1,035	$221.1K
Militia Capital Management1,018 sh	1,018	$217.5K
CALTON & ASSOCIATES1,003 sh	1,003	$214.3K
Cornerstone Financial Group816 sh	816	$209.4K
TIAA , NATIONAL ASSOCIATION471 sh	471	$100.6K
Destiny Wealth Partners465 sh	465	$99.4K
HARBER ASSET MANAGEMENT361 sh	361	$77.1K
Operose Advisors210 sh	210	$44.9K
MOTCO192 sh	192	$41.0K
Global Wealth Strategies & Associates170 sh	170	$36.3K
Wealth Preservation Advisors169 sh	169	$36.1K
True Link Financial Advisors157 sh	157	$33.5K
STEPHENSON NATIONAL BANK132 sh	132	$28.2K
MASECO LLP130 sh	130	$27.8K
Vermillion Wealth Management122 sh	122	$26.1K
Legacy Wealth Managment114 sh	114	$24.4K
Clayton Financial Group80 sh	80	$17.1K
WOLVERINE ASSET MANAGEMENT56 sh	56	$12.0K
DAGCO40 sh	40	$8.5K
TopTier Wealth Management21 sh	21	$4.5K
CLEAR INVESTMENT RESEARCH20 sh	20	$4.3K
CAPITAL & PLANNING20 sh	20	$4.3K
CURIO WEALTH11 sh	11	$2.4K
Marshall & Sterling Wealth Advisors11 sh	11	$2.4K
Investors Research9 sh	9	$1.9K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.