LAM RESEARCH CORP (LRCX) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 3,155
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | NISSAY ASSET MANAGEMENT /JAPAN#201 · 496,234 sh | 496,234 | $215.0M | 0.91% | +13.9% |
| 202 | WT Asset Management Ltd#202 · 493,233 sh | 493,233 | $213.7M | 4.23% | New |
| 203 | Zurcher Kantonalbank (Zurich Cantonalbank)#203 · 490,926 sh | 490,926 | $212.7M | 0.41% | -2.9% |
| 204 | 1832 Asset Management L.P.#204 · 486,046 sh | 486,046 | $210.6M | 0.11% | +271.4% |
| 205 | TEACHER RETIREMENT SYSTEM OF TEXAS#205 · 485,939 sh | 485,939 | $210.6M | 0.57% | -11.2% |
| 206 | Cerity Partners#206 · 485,639 sh | 485,639 | $210.4M | 0.25% | -1.1% |
| 207 | Trybe Capital Management#207 · 478,246 sh | 478,246 | $207.2M | 19.02% | 0.0% |
| 208 | STATE FARM MUTUAL AUTOMOBILE INSURANCE#208 · 455,360 sh | 455,360 | $197.3M | 0.14% | 0.0% |
| 209 | SEB Asset Management AB#209 · 448,909 sh | 448,909 | $194.5M | 0.73% | +1.1% |
| 210 | GLENMEDE NA#210 · 446,985 sh | 446,985 | $193.7M | 0.85% | -14.5% |
| 211 | Winslow Capital Management#211 · 444,164 sh | 444,164 | $192.5M | 0.66% | +2944.5% |
| 212 | State of Tennessee, Treasury Department#212 · 441,754 sh | 441,754 | $191.4M | 0.57% | +5.0% |
| 213 | CROSSLINK CAPITAL#213 · 431,266 sh | 431,266 | $186.9M | 13.80% | -11.8% |
| 214 | ING GROEP NV#214 · 425,709 sh | 425,709 | $184.5M | 0.90% | -8.0% |
| 215 | Achmea Investment Management B.V.#215 · 425,361 sh | 425,361 | $184.3M | 4.61% | -21.5% |
| 216 | Tredje AP-fonden#216 · 417,222 sh | 417,222 | $180.8M | 0.82% | +0.7% |
| 217 | Pacer Advisors#217 · 407,570 sh | 407,570 | $176.6M | 0.45% | New |
| 218 | State of New Jersey Common Pension Fund D#218 · 403,780 sh | 403,780 | $175.0M | 0.60% | -6.8% |
| 219 | WORLDQUANT MILLENNIUM ADVISORS#219 · 403,616 sh | 403,616 | $174.9M | 0.60% | -63.2% |
| 220 | Lansforsakringar Fondforvaltning AB (publ)#220 · 401,561 sh | 401,561 | $174.0M | 0.78% | -5.2% |
| 221 | Dorsal Capital Management#221 · 400,000 sh | 400,000 | $173.3M | 6.14% | New |
| 222 | Federation des caisses Desjardins du Quebec#222 · 396,240 sh | 396,240 | $171.7M | 0.52% | +31.0% |
| 223 | Cetera Investment Advisers#223 · 395,156 sh | 395,156 | $171.2M | 0.16% | +4.7% |
| 224 | Clear Street Group#224 · 394,705 sh | 394,705 | $171.0M | 0.43% | +130.0% |
| 225 | US BANCORP \DE\#225 · 394,657 sh | 394,657 | $171.0M | 0.19% | +1.4% |
| 226 | Altimeter Capital Management#226 · 394,080 sh | 394,080 | $170.8M | 1.74% | New |
| 227 | Palestra Capital Management#227 · 388,886 sh | 388,886 | $168.5M | 5.71% | New |
| 228 | Woodline Partners#228 · 386,934 sh | 386,934 | $167.7M | 0.52% | +155.1% |
| 229 | Migdal Insurance & Financial Ltd.#229 · 385,544 sh | 385,544 | $167.2M | 1.07% | -50.2% |
| 230 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#230 · 385,338 sh | 385,338 | $166.8M | 1.04% | +1.5% |
| 231 | Vest Financial#231 · 384,415 sh | 384,415 | $166.6M | — | -18.6% |
| 232 | Resona Asset Management ,Ltd.#232 · 386,710 sh | 386,710 | $165.8M | 0.78% | -7.7% |
| 233 | Appaloosa#233 · 382,500 sh | 382,500 | $165.7M | 2.15% | 0.0% |
| 234 | NISA INVESTMENT ADVISORS#234 · 379,382 sh | 379,382 | $164.5M | — | -10.0% |
| 235 | Clearbridge Investments#235 · 378,708 sh | 378,708 | $164.1M | 0.14% | -6.3% |
| 236 | Janney Montgomery Scott#236 · 365,882 sh | 365,882 | $158.5M | 0.31% | +3.7% |
| 237 | Calamos Advisors#237 · 365,435 sh | 365,435 | $158.4M | 0.53% | -11.5% |
| 238 | XPONANCE#238 · 364,140 sh | 364,140 | $157.8M | 0.97% | -2.2% |
| 239 | Mn Services Vermogensbeheer B.V.#239 · 363,843 sh | 363,843 | $157.7M | — | -26.7% |
| 240 | MANNING & NAPIER ADVISORS#240 · 362,315 sh | 362,315 | $157.0M | 2.01% | -4.1% |
| 241 | NewEdge Wealth#241 · 360,550 sh | 360,550 | $156.2M | 1.56% | +1.2% |
| 242 | STATE TREASURER STATE OF MICHIGAN#242 · 358,800 sh | 358,800 | $155.5M | 0.69% | -0.8% |
| 243 | Czech National Bank#243 · 355,960 sh | 355,960 | $154.2M | — | +4.7% |
| 244 | ARS Investment Partners#244 · 355,425 sh | 355,425 | $154.0M | 6.73% | -7.7% |
| 245 | TD Waterhouse Canada#245 · 393,729 sh | 393,729 | $153.9M | — | +21.8% |
| 246 | Raiffeisen Bank International AG#246 · 374,248 sh | 374,248 | $153.8M | 1.80% | -24.7% |
| 247 | CIBC WORLD MARKET#247 · 350,699 sh | 350,699 | $152.0M | 0.24% | -11.1% |
| 248 | Arizona State Retirement System#248 · 346,510 sh | 346,510 | $150.2M | 0.75% | +0.7% |
| 249 | Clal Insurance Enterprises Ltd#249 · 346,052 sh | 346,052 | $150.0M | 0.67% | 0.0% |
| 250 | Cartenna Capital#250 · 345,000 sh | 345,000 | $149.5M | 3.56% | -5.5% |
| 251 | Fisher Asset Management#251 · 342,058 sh | 342,058 | $148.2M | 0.04% | -4.9% |
| 252 | ASSETMARK#252 · 340,833 sh | 340,833 | $147.7M | — | +2.8% |
| 253 | JONES FINANCIAL COMPANIES LLLP#253 · 387,867 sh | 387,867 | $147.1M | 0.06% | +35.5% |
| 254 | Zurich Insurance Group Ltd#254 · 337,778 sh | 337,778 | $146.4M | 1.02% | -20.0% |
| 255 | MetLife Investment Management#255 · 335,179 sh | 335,179 | $145.2M | 0.66% | -3.8% |
| 256 | COMMONWEALTH EQUITY SERVICES#256 · 332,659 sh | 332,659 | $144.2M | 0.18% | -14.5% |
| 257 | Mediolanum International Funds Ltd#257 · 349,671 sh | 349,671 | $143.7M | 1.23% | -15.0% |
| 258 | RE ADVISERS#258 · 318,936 sh | 318,936 | $138.2M | 3.43% | -38.3% |
| 259 | Holocene Advisors#259 · 317,652 sh | 317,652 | $137.6M | 0.31% | +250.2% |
| 260 | NOMURA#260 · 314,515 sh | 314,515 | $136.3M | 0.16% | +77.0% |
| 261 | Empowered Funds#261 · 312,654 sh | 312,654 | $135.5M | 0.71% | -10.7% |
| 262 | SCOTIA CAPITAL#262 · 306,579 sh | 306,579 | $132.9M | 0.50% | +2.0% |
| 263 | O'SHAUGHNESSY ASSET MANAGEMENT#263 · 297,425 sh | 297,425 | $128.9M | 0.59% | -5.1% |
| 264 | FLPUTNAM INVESTMENT MANAGEMENT#264 · 292,741 sh | 292,741 | $126.9M | 1.51% | -24.0% |
| 265 | DnB Asset Management AS#265 · 288,952 sh | 288,952 | $125.2M | 0.35% | +8.9% |
| 266 | IFM Investors Pty Ltd#266 · 287,229 sh | 287,229 | $124.5M | — | +9.3% |
| 267 | WESTFIELD CAPITAL MANAGEMENT#267 · 285,614 sh | 285,614 | $123.8M | 0.40% | New |
| 268 | United Super Pty Ltd in its capacity as Trustee for the Cons#268 · 285,584 sh | 285,584 | $123.8M | 2.21% | -13.9% |
| 269 | CASTLEARK MANAGEMENT#269 · 283,808 sh | 283,808 | $123.0M | 3.32% | -15.7% |
| 270 | IEQ CAPITAL#270 · 279,306 sh | 279,306 | $121.0M | 0.56% | -12.2% |
| 271 | QRG CAPITAL MANAGEMENT#271 · 278,844 sh | 278,844 | $120.8M | 0.99% | +6.6% |
| 272 | Gotham Asset Management#272 · 276,730 sh | 276,730 | $119.9M | 0.28% | -7.1% |
| 273 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#273 · 276,217 sh | 276,217 | $119.7M | 0.58% | -5.0% |
| 274 | Pathstone#274 · 274,275 sh | 274,275 | $119.5M | 0.35% | +4.5% |
| 275 | Williams Jones Wealth Management#275 · 274,278 sh | 274,278 | $118.9M | 1.34% | +0.1% |
| 276 | CloudAlpha Capital Management Limited/Hong Kong#276 · 271,100 sh | 271,100 | $117.5M | 3.34% | New |
| 277 | SHELTON CAPITAL MANAGEMENT#277 · 270,819 sh | 270,819 | $117.4M | 2.15% | +2.5% |
| 278 | MONETA GROUP INVESTMENT ADVISORS#278 · 269,381 sh | 269,381 | $116.7M | 0.86% | -4.8% |
| 279 | PensionDanmark Pensionsforsikringsaktieselskab#279 · 268,636 sh | 268,636 | $116.4M | — | +4.6% |
| 280 | Crestwood Advisors Group#280 · 267,669 sh | 267,669 | $116.0M | 1.72% | -3.6% |
| 281 | OSAIC#281 · 264,500 sh | 264,500 | $114.6M | 0.13% | +6.6% |
| 282 | CAPITOLIS LIQUID GLOBAL MARKETS#282 · 264,261 sh | 264,261 | $114.5M | 0.50% | +84.5% |
| 283 | Retirement Systems of Alabama#283 · 262,717 sh | 262,717 | $113.8M | 0.34% | -0.9% |
| 284 | Rockefeller Capital Management L.P.#284 · 262,632 sh | 262,632 | $113.8M | 0.17% | +20.6% |
| 285 | AMALGAMATED BANK#285 · 262,534 sh | 262,534 | $113.8M | — | -5.3% |
| 286 | Blue Sparrow#286 · 262,000 sh | 262,000 | $113.5M | 1.10% | +235.0% |
| 287 | Capital World Investors#287 · 259,513 sh | 259,513 | $112.5M | 0.01% | New |
| 288 | Vinva Investment Management Ltd#288 · 272,174 sh | 272,174 | $111.8M | 0.74% | +49.5% |
| 289 | Lido Advisors#289 · 256,239 sh | 256,239 | $111.1M | 0.30% | -4.5% |
| 290 | PINNACLE ASSOCIATES LTD#290 · 255,656 sh | 255,656 | $110.8M | — | -11.1% |
| 291 | Penserra Capital Management#291 · 250,861 sh | 250,861 | $108.7M | 0.84% | -11.2% |
| 292 | NEVILLE RODIE & SHAW#292 · 243,027 sh | 243,027 | $105.3M | — | -2.9% |
| 293 | iA Global Asset Management#293 · 242,809 sh | 242,809 | $105.2M | 1.25% | -8.8% |
| 294 | Aware Super Pty Ltd as trustee of Aware Super#294 · 241,689 sh | 241,689 | $104.7M | 1.48% | -13.9% |
| 295 | UniSuper Management Pty Ltd#295 · 240,066 sh | 240,066 | $104.0M | — | +14.5% |
| 296 | HUNTINGTON NATIONAL BANK#296 · 237,584 sh | 237,584 | $103.0M | 0.50% | -0.9% |
| 297 | Rokos Capital Management LLP#297 · 237,269 sh | 237,269 | $102.8M | 0.38% | -8.7% |
| 298 | Groupe la Francaise#298 · 237,136 sh | 237,136 | $102.8M | 0.64% | +21.7% |
| 299 | CAXTON ASSOCIATES LLP#299 · 236,500 sh | 236,500 | $102.5M | 1.92% | +2431.8% |
| 300 | USS Investment Management Ltd#300 · 236,445 sh | 236,445 | $102.5M | 0.37% | +5.9% |
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.