LAM RESEARCH CORP (LRCX) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LRCX 13F holders ranked 101–200 of 3,155
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Daiwa Securities Group#101 · 1,201,405 sh | 1,201,405 | $520.6M | 1.02% | +3.1% |
| 102 | ADAGE CAPITAL PARTNERS GP, L.L.C.#102 · 1,185,720 sh | 1,185,720 | $513.8M | 0.72% | +2.4% |
| 103 | NATIXIS ADVISORS#103 · 1,166,699 sh | 1,166,699 | $505.6M | 0.57% | +20.1% |
| 104 | SANDS CAPITAL MANAGEMENT#104 · 1,133,965 sh | 1,133,965 | $491.4M | 1.82% | +50.1% |
| 105 | AVIVA PLC#105 · 1,126,326 sh | 1,126,326 | $488.1M | 0.72% | +0.9% |
| 106 | Ensign Peak Advisors#106 · 1,121,447 sh | 1,121,447 | $486.0M | 0.80% | +37.7% |
| 107 | JANE STREET GROUP#107 · 1,118,602 sh | 1,118,602 | $484.7M | 0.04% | +59.9% |
| 108 | Quantinno Capital Management#108 · 1,108,057 sh | 1,108,057 | $480.2M | 0.58% | +4.2% |
| 109 | THRIVENT FINANCIAL FOR LUTHERANS#109 · 1,075,010 sh | 1,075,010 | $465.8M | 0.78% | -22.3% |
| 110 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#110 · 1,073,600 sh | 1,073,600 | $465.2M | 0.77% | -3.0% |
| 111 | CIBC Bancorp USA#111 · 1,057,591 sh | 1,057,591 | $458.8M | 0.56% | +10.3% |
| 112 | abrdn plc#112 · 1,051,305 sh | 1,051,305 | $455.6M | 0.64% | +1.7% |
| 113 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#113 · 1,017,431 sh | 1,017,431 | $440.9M | — | -5.1% |
| 114 | Blue Whale Capital LLP#114 · 1,017,021 sh | 1,017,021 | $440.7M | 13.98% | -21.2% |
| 115 | PANAGORA ASSET MANAGEMENT#115 · 983,205 sh | 983,205 | $426.1M | 1.31% | +6.4% |
| 116 | APG Asset Management N.V.#116 · 1,116,451 sh | 1,116,451 | $423.2M | 1.04% | +34.1% |
| 117 | Corient Private Wealth#117 · 975,811 sh | 975,811 | $422.8M | 0.59% | -11.8% |
| 118 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#118 · 964,364 sh | 964,364 | $417.9M | 0.33% | +16.8% |
| 119 | SEI INVESTMENTS#119 · 959,938 sh | 959,938 | $416.0M | 0.37% | -13.8% |
| 120 | DANSKE BANK A/S#120 · 954,179 sh | 954,179 | $413.5M | 0.82% | -9.6% |
| 121 | NEOS Investment Management#121 · 951,247 sh | 951,247 | $412.2M | 1.52% | +10.1% |
| 122 | Bridgewater Associates#122 · 938,224 sh | 938,224 | $406.6M | 1.67% | -40.3% |
| 123 | CAPTRUST FINANCIAL ADVISORS#123 · 937,685 sh | 937,685 | $406.3M | 0.62% | +3.9% |
| 124 | PFA Pension, Forsikringsaktieselskab#124 · 926,200 sh | 926,200 | $401.4M | 1.02% | -5.7% |
| 125 | Korea Investment#125 · 910,493 sh | 910,493 | $394.5M | 0.75% | -11.0% |
| 126 | Mariner#126 · 884,666 sh | 884,666 | $383.3M | 0.40% | -2.6% |
| 127 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#127 · 881,506 sh | 881,506 | $382.0M | 0.54% | +115.8% |
| 128 | Trivest Advisors Ltd#128 · 860,000 sh | 860,000 | $372.7M | 11.72% | +5.4% |
| 129 | POLEN CAPITAL MANAGEMENT#129 · 859,036 sh | 859,036 | $372.2M | 3.21% | -18.5% |
| 130 | GUGGENHEIM CAPITAL#130 · 858,419 sh | 858,419 | $372.0M | 2.34% | +5.5% |
| 131 | MIRAE ASSET GLOBAL ETFS Ltd.#131 · 860,221 sh | 860,221 | $370.4M | 0.44% | -10.1% |
| 132 | STOREBRAND ASSET MANAGEMENT AS#132 · 844,760 sh | 844,760 | $366.1M | 0.90% | -6.5% |
| 133 | HighTower Advisors#133 · 824,884 sh | 824,884 | $357.4M | 0.35% | -5.3% |
| 134 | HM PAYSON#134 · 810,989 sh | 810,989 | $351.4M | 4.66% | -3.8% |
| 135 | Mitsubishi UFJ & Banking#135 · 798,799 sh | 798,799 | $346.1M | 0.76% | -4.2% |
| 136 | Artisan Partners Limited Partnership#136 · 786,238 sh | 786,238 | $340.7M | 0.54% | -84.4% |
| 137 | VIRGINIA RETIREMENT SYSTEMS ET Al#137 · 785,748 sh | 785,748 | $340.5M | 1.27% | +92.0% |
| 138 | Treasurer of the State of North Carolina#138 · 780,871 sh | 780,871 | $338.4M | 0.87% | -15.9% |
| 139 | Man Group plc#139 · 777,269 sh | 777,269 | $336.8M | 0.54% | -34.6% |
| 140 | Connor, Clark & Lunn Investment Management Ltd.#140 · 774,460 sh | 774,460 | $335.6M | 0.64% | -28.8% |
| 141 | Swiss Life Asset Management Ltd#141 · 769,346 sh | 769,346 | $333.4M | 1.38% | -2.3% |
| 142 | Heard Capital#142 · 757,760 sh | 757,760 | $328.4M | 14.05% | -29.2% |
| 143 | Temasek (Private) Ltd#143 · 755,004 sh | 755,004 | $327.2M | 0.88% | -0.7% |
| 144 | Railway Pension Investments Ltd#144 · 754,700 sh | 754,700 | $327.0M | 4.11% | -23.2% |
| 145 | WEALTH ENHANCEMENT ADVISORY SERVICES#145 · 986,841 sh | 986,841 | $322.7M | — | -8.3% |
| 146 | Whale Rock Capital Management#146 · 742,638 sh | 742,638 | $321.8M | 2.58% | -22.5% |
| 147 | STIFEL FINANCIAL#147 · 730,517 sh | 730,517 | $316.6M | 0.26% | +4.8% |
| 148 | Creative Planning#148 · 728,684 sh | 728,684 | $315.8M | 0.18% | +2.0% |
| 149 | FEDERATED HERMES#149 · 726,236 sh | 726,236 | $314.7M | 0.45% | +30.0% |
| 150 | Life Cycle Investment Partners Ltd#150 · 724,308 sh | 724,308 | $313.9M | 1.46% | +459.0% |
| 151 | Qube Research & Technologies Ltd#151 · 715,234 sh | 715,234 | $309.9M | 0.29% | -20.6% |
| 152 | Candriam S.C.A.#152 · 713,392 sh | 713,392 | $308.8M | 1.39% | -17.7% |
| 153 | MILLENNIUM MANAGEMENT#153 · 696,499 sh | 696,499 | $301.8M | 0.11% | -56.2% |
| 154 | GF FUND MANAGEMENT LTD.#154 · 688,419 sh | 688,419 | $298.3M | — | +4.3% |
| 155 | LOS ANGELES CAPITAL MANAGEMENT#155 · 687,728 sh | 687,728 | $298.0M | 1.10% | -38.2% |
| 156 | Eurizon Capital SGR S.p.A.#156 · 690,734 sh | 690,734 | $297.9M | 0.80% | -36.2% |
| 157 | STATE OF WISCONSIN INVESTMENT BOARD#157 · 686,377 sh | 686,377 | $297.4M | 0.60% | -3.9% |
| 158 | MACQUARIE GROUP LTD#158 · 676,823 sh | 676,823 | $293.3M | 1.27% | +12.0% |
| 159 | EVENTIDE ASSET MANAGEMENT#159 · 673,431 sh | 673,431 | $291.7M | 3.90% | -2.2% |
| 160 | MONTRUSCO BOLTON INVESTMENTS#160 · 671,482 sh | 671,482 | $291.0M | — | -2.0% |
| 161 | AGF MANAGEMENT LTD#161 · 667,135 sh | 667,135 | $289.1M | 1.12% | +9911.0% |
| 162 | ROYAL LONDON ASSET MANAGEMENT LTD#162 · 661,673 sh | 661,673 | $286.7M | 0.53% | -1.8% |
| 163 | Artemis Investment Management LLP#163 · 644,861 sh | 644,861 | $279.4M | — | +35.9% |
| 164 | Vanguard Investments Australia, Ltd.#164 · 639,100 sh | 639,100 | $276.9M | 0.69% | +2.0% |
| 165 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#165 · 635,416 sh | 635,416 | $275.3M | 0.15% | +4.0% |
| 166 | TORONTO DOMINION BANK#166 · 633,199 sh | 633,199 | $274.4M | 0.32% | +18.5% |
| 167 | Asset Management One , Ltd.#167 · 630,534 sh | 630,534 | $273.2M | — | -5.7% |
| 168 | CI INVESTMENTS#168 · 626,954 sh | 626,954 | $271.7M | 0.87% | +61.8% |
| 169 | KLP KAPITALFORVALTNING AS#169 · 626,180 sh | 626,180 | $271.5M | 0.88% | +7.5% |
| 170 | NOMURA ASSET MANAGEMENT LTD#170 · 626,419 sh | 626,419 | $271.4M | 0.58% | +5.1% |
| 171 | CIBC Asset Management#171 · 616,415 sh | 616,415 | $267.1M | 0.59% | +1.4% |
| 172 | Erste Asset Management GmbH#172 · 641,871 sh | 641,871 | $266.2M | 2.07% | -26.3% |
| 173 | Chevy Chase#173 · 613,753 sh | 613,753 | $266.0M | 0.69% | -1.7% |
| 174 | FIL Ltd#174 · 606,466 sh | 606,466 | $262.8M | 0.19% | +9.2% |
| 175 | MERCER GLOBAL ADVISORS#175 · 606,442 sh | 606,442 | $262.8M | 0.32% | -4.8% |
| 176 | E Fund Management , Ltd.#176 · 605,923 sh | 605,923 | $262.6M | 5.89% | +429.7% |
| 177 | CREDIT AGRICOLE S A#177 · 602,957 sh | 602,957 | $261.3M | 0.53% | +35.6% |
| 178 | Epoch Investment Partners#178 · 592,701 sh | 592,701 | $256.8M | 1.46% | -6.3% |
| 179 | Close Asset Management Ltd#179 · 584,653 sh | 584,653 | $253.4M | 6.75% | -38.8% |
| 180 | Toroso Investments#180 · 570,667 sh | 570,667 | $247.3M | 0.43% | -11.2% |
| 181 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND#181 · 568,010 sh | 568,010 | $246.1M | — | -2.6% |
| 182 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#182 · 566,838 sh | 566,838 | $245.6M | 0.85% | +61.4% |
| 183 | Handelsbanken Fonder AB#183 · 565,142 sh | 565,142 | $244.9M | 0.70% | -5.9% |
| 184 | AustralianSuper Pty Ltd#184 · 555,814 sh | 555,814 | $240.9M | 1.04% | -21.1% |
| 185 | LAZARD ASSET MANAGEMENT#185 · 553,755 sh | 553,755 | $240.0M | 0.36% | -24.1% |
| 186 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#186 · 547,910 sh | 547,910 | $237.4M | 0.70% | -6.4% |
| 187 | ASSOCIATED BANC#187 · 546,875 sh | 546,875 | $237.0M | 5.63% | -8.7% |
| 188 | STRS OHIO#188 · 544,256 sh | 544,256 | $235.8M | 0.88% | +5.1% |
| 189 | Allspring Global Investments#189 · 598,102 sh | 598,102 | $234.0M | 0.36% | +42.0% |
| 190 | Squarepoint Ops#190 · 536,187 sh | 536,187 | $232.3M | 0.26% | -37.1% |
| 191 | Harel Insurance Investments & Financial Services Ltd.#191 · 535,573 sh | 535,573 | $232.2M | 1.13% | -26.9% |
| 192 | Baird Financial Group#192 · 535,780 sh | 535,780 | $232.2M | 0.32% | -1.7% |
| 193 | NZS Capital#193 · 535,030 sh | 535,030 | $231.8M | 6.01% | -6.8% |
| 194 | JACOBS LEVY EQUITY MANAGEMENT#194 · 533,201 sh | 533,201 | $231.1M | 0.83% | +11.5% |
| 195 | FIFTH THIRD BANCORP#195 · 527,507 sh | 527,507 | $228.6M | 0.37% | +49.0% |
| 196 | Assenagon Asset Management S.A.#196 · 519,230 sh | 519,230 | $225.0M | — | -75.5% |
| 197 | Nykredit A/S#197 · 515,980 sh | 515,980 | $223.6M | 0.70% | — |
| 198 | Rathbones Group PLC#198 · 506,353 sh | 506,353 | $219.4M | 0.81% | +592.6% |
| 199 | VAUGHAN DAVID INVESTMENTS#199 · 498,885 sh | 498,885 | $216.2M | 4.30% | -6.2% |
| 200 | DJE Kapital AG#200 · 483,185 sh | 483,185 | $215.1M | 4.06% | +9.8% |
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.