LAM RESEARCH CORP (LRCX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,075,698,308 shares against 1,251,321,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $57.6B incl. $44.6M options CALL | 132,727,776 | 0.86% | 7q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $35.4B | 81,683,639 | 0.76% | 2q | +0.7%+$228.8M |
| STATE STREET CORP | $26.3B | 60,704,130 | 0.78% | 7q | +2.6%+$670.3M |
| Invesco Ltd. | $22.7B | 52,319,973 | 1.79% | 7q | +3.7%+$804.1M |
| JPMORGAN CHASE & CO | $18.9B incl. $304.5M options CALL+PUT | 45,317,479 | 1.05% | 7q | +38.5%+$5.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15.9B | 36,635,534 | 0.72% | 2q | -1.1%-$184.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $14.9B | 34,506,240 | 0.80% | 7q | -1.9%-$289.6M |
| FMR LLC | $14.6B | 33,677,858 | 0.63% | 7q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $10.7B | 24,596,295 | 1.07% | 8q | +85.8%+$4.9B |
| MORGAN STANLEY | $8.3B | 19,217,787 | 0.44% | 7q | +1.3%+$106.9M |
| NORGES BANK | $7.9B | 18,123,399 | 0.78% | 5q | -14.9%-$1.4B |
| AMERIPRISE FINANCIAL INC | $7.5B | 17,334,906 | 1.52% | 7q | -16.6%-$1.5B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.3B incl. $5.8B options CALL+PUT | 1,343,503 | 0.49% | 7q | +46.2%+$2.0B |
| NORTHERN TRUST CORP | $6.1B | 14,014,491 | 0.71% | 7q | -1.2%-$75.8M |
| GOLDMAN SACHS GROUP INC | $6.1B incl. $541.1M options CALL+PUT | 12,724,387 | 0.53% | 7q | +21.4%+$1.1B |
| FRANKLIN RESOURCES INC | $5.7B | 13,065,549 | 1.23% | 7q | +10.8%+$551.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4B | 12,514,990 | 0.99% | 7q | -6.8%-$393.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.3B | 12,269,198 | 2.36% | 5q | -6.9%-$394.6M |
| BANK OF AMERICA CORP /DE/ | $4.9B | 11,244,147 | 0.31% | 7q | +5.5%+$253.3M |
| VAN ECK ASSOCIATES CORP | $4.8B | 11,089,395 | 2.93% | 8q | +411.8%+$3.9B |
| JANE STREET GROUP, LLC | $4.6B incl. $4.1B options CALL+PUT | 1,118,602 | 0.38% | 7q | +59.9%+$1.7B |
| Legal & General Group Plc | $4.5B | 10,373,392 | 0.94% | 7q | -6.1%-$293.6M |
| Jupiter Topco LLC | $4.3B | 9,884,116 | 1.75% | new | FIRST |
| COATUE MANAGEMENT LLC | $4.1B | 9,441,603 | 8.41% | 7q | -6.0%-$260.8M |
| Amundi | $4.1B | 9,426,153 | 0.98% | 8q | -7.1%-$312.6M |
| Nuveen, LLC | $4.0B | 9,226,979 | 0.95% | 6q | -16.2%-$771.2M |
| CITADEL ADVISORS LLC | $3.9B incl. $3.3B options CALL+PUT | 1,420,975 | 0.45% | 7q | +27.5%+$843.2M |
| Bank of New York Mellon Corp | $3.8B | 8,717,571 | 0.62% | 7q | -2.4%-$93.1M |
| UBS Group AG | $3.5B incl. $145.8M options CALL+PUT | 7,688,281 | 0.44% | 7q | +17.8%+$525.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.3B | 7,698,872 | 0.44% | 7q | -0.9%-$29.9M |
| WELLS FARGO & COMPANY/MN | $3.2B incl. $39.7M options PUT | 7,313,492 | 0.52% | 7q | +42.2%+$952.9M |
| VANGUARD FIDUCIARY TRUST CO | $3.1B | 7,186,297 | 0.69% | 2q | HELD |
| BARCLAYS PLC | $3.0B incl. $471.3M options CALL+PUT | 5,764,785 | 0.57% | 7q | +1.7%+$51.0M |
| DIMENSIONAL FUND ADVISORS LP | $2.6B | 5,956,458 | 0.47% | 7q | -5.6%-$154.3M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $2.4B | 5,464,726 | 5.33% | 7q | -20.8%-$623.8M |
| ALKEON CAPITAL MANAGEMENT LLC | $2.3B incl. $975.0M options PUT | 3,050,456 | 3.10% | 7q | -21.8%-$640.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $2.1B | 4,966,479 | 1.75% | 6q | -19.8%-$528.2M |
| CITIGROUP INC | $2.1B incl. $303.2M options CALL+PUT | 4,210,122 | 0.70% | 7q | +16.7%+$304.0M |
| Swedbank AB | $2.0B | 4,649,445 | 1.74% | 6q | +29.6%+$459.7M |
| DEUTSCHE BANK AG\ | $1.9B | 4,390,915 | 0.55% | 7q | -2.4%-$47.0M |
| IMC-Chicago, LLC | $1.8B incl. $1.8B options CALL+PUT | 25,922 | 0.42% | 3q | -66.2%-$3.5B |
| HSBC HOLDINGS PLC | $1.7B incl. $1.6M options PUT | 3,992,454 | 0.72% | 7q | +17.7%+$260.6M |
| ROYAL BANK OF CANADA | $1.7B incl. $336.0M options CALL | 3,164,348 | 0.25% | 7q | +3.9%+$63.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $1.6B | 3,800,281 | 1.42% | 7q | -4.6%-$78.8M |
| California Public Employees Retirement System | $1.6B | 3,648,551 | 0.89% | 7q | -37.9%-$963.0M |
| SG Americas Securities, LLC | $1.6B incl. $229.6M options CALL | 3,105,123 | 0.88% | 7q | +185.8%+$1.0B |
| FIRST TRUST ADVISORS LP | $1.6B | 3,617,460 | 0.92% | 7q | -14.4%-$263.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.5B | 3,559,222 | 0.85% | 7q | +25.0%+$308.4M |
| JENNISON ASSOCIATES LLC | $1.5B | 3,526,442 | 0.92% | 7q | +4.5%+$66.4M |
| Swiss National Bank | $1.5B | 3,522,000 | 0.80% | 7q | -4.5%-$71.2M |
| AQR CAPITAL MANAGEMENT LLC | $1.5B | 3,485,364 | 0.53% | 7q | +1.0%+$14.4M |
| AMERICAN CENTURY COMPANIES INC | $1.5B | 3,447,645 | 0.66% | 7q | +5.0%+$71.5M |
| National Pension Service | $1.5B | 3,362,878 | 0.94% | 7q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.4B | 3,312,931 | 0.80% | 7q | +4.6%+$62.9M |
| BNP PARIBAS FINANCIAL MARKETS | $1.4B incl. $137.8M options CALL+PUT | 2,869,530 | 0.48% | 7q | +26.6%+$290.1M |
| TIGER GLOBAL MANAGEMENT LLC | $1.4B | 3,163,495 | 5.72% | 7q | -18.9%-$319.3M |
| Allianz Asset Management GmbH | $1.3B incl. $125.1M options CALL+PUT | 2,746,179 | 1.07% | 7q | -7.2%-$101.4M |
| Sumitomo Mitsui Trust Group, Inc. | $1.3B | 3,000,953 | 0.74% | 7q | -3.2%-$42.6M |
| ENVESTNET ASSET MANAGEMENT INC | $1.3B | 2,958,917 | 0.30% | 7q | +3.5%+$43.0M |
| Rafferty Asset Management, LLC | $1.2B | 2,774,672 | 2.74% | 7q | +55.4%+$428.7M |
| TD Asset Management Inc | $1.2B | 2,721,682 | 1.02% | 7q | -11.0%-$145.2M |
| Vanguard Global Advisers, LLC | $1.2B | 2,705,819 | 0.55% | 2q | -1.3%-$15.2M |
| MILLENNIUM MANAGEMENT LLC | $1.2B incl. $858.3M options CALL+PUT | 696,499 | 0.42% | 7q | -56.2%-$1.5B |
| Pictet Asset Management Holding SA | $1.1B | 2,652,682 | 1.10% | 7q | -8.7%-$109.5M |
| PNC Financial Services Group, Inc. | $1.1B | 2,646,799 | 0.57% | 7q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.1B | 2,491,039 | 1.08% | 7q | -27.7%-$412.8M |
| Optiver Holding B.V. | $1.1B CALL+PUT | options only | 0.29% | 7q | OPTIONS |
| CTC LLC | $1.1B CALL+PUT | options only | 0.34% | 2q | OPTIONS |
| BANK OF MONTREAL /CAN/ | $1.1B | 2,447,595 | 0.35% | 7q | +21.0%+$184.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1B | 2,439,339 | 0.71% | 2q | +11.7%+$111.1M |
| Polar Capital Holdings Plc | $1.0B | 2,358,946 | 2.41% | 5q | +23.3%+$193.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.0B | 2,337,161 | 0.78% | 7q | +4.2%+$40.4M |
| RHUMBLINE ADVISERS | $984.2M | 2,271,281 | 0.74% | 7q | -1.1%-$11.2M |
| Bank Julius Baer & Co. Ltd, Zurich | $927.2M | 2,158,692 | 2.40% | 7q | -2.4%-$22.8M |
| ACADIAN ASSET MANAGEMENT LLC | $905.8M | 2,090,516 | 1.08% | 7q | -30.1%-$390.6M |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | $893.1M | 2,061,054 | 38.00% | 7q | -8.4%-$81.6M |
| Russell Investments Group, Ltd. | $882.0M | 2,054,067 | 0.77% | 7q | -4.2%-$38.7M |
| Daiwa Securities Group Inc. | $845.6M incl. $325.0M options PUT | 1,201,405 | 1.65% | 7q | +3.1%+$25.1M |
| PRINCIPAL FINANCIAL GROUP INC | $834.1M | 1,924,829 | 0.41% | 7q | +4.6%+$36.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $821.5M | 1,895,716 | 0.76% | 7q | -1.4%-$11.8M |
| Robeco Institutional Asset Management B.V. | $795.6M | 1,835,997 | 0.98% | 7q | -10.9%-$97.4M |
| NATIONAL BANK OF CANADA /FI/ | $754.6M incl. $127.8M options CALL | 1,446,518 | 0.54% | 7q | -41.5%-$536.3M |
| TRUIST FINANCIAL CORP | $747.9M | 1,725,883 | 0.89% | 7q | +0.8%+$5.8M |
| Capital Research Global Investors | $737.8M | 1,702,812 | 0.10% | 7q | -34.6%-$390.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $723.7M | 1,670,147 | 1.09% | 3q | +8727.9%+$715.5M |
| Focus Partners Wealth | $711.8M | 1,642,921 | 0.73% | 7q | -35.0%-$382.4M |
| KBC Group NV | $698.0M | 1,610,743 | 1.51% | 7q | +3.2%+$21.8M |
| BANK OF NOVA SCOTIA | $692.9M | 1,598,917 | 1.05% | 7q | +70.2%+$285.8M |
| NEUBERGER BERMAN GROUP LLC | $688.0M incl. $3.0M options PUT | 1,580,708 | 0.46% | 7q | +8.0%+$51.2M |
| MACKENZIE FINANCIAL CORP | $685.9M | 1,582,810 | 0.69% | 7q | -2.1%-$15.0M |
| LORD, ABBETT & CO. LLC | $673.4M | 1,553,975 | 1.93% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $671.7M | 1,550,110 | 0.18% | 7q | -7.1%-$51.6M |
| LPL Financial LLC | $668.7M | 1,543,253 | 0.15% | 7q | +4.1%+$26.3M |
| ProShare Advisors LLC | $663.0M | 1,530,097 | 0.96% | 7q | -22.0%-$187.0M |
| Mirae Asset Global Investments Co., Ltd. | $645.8M | 1,490,242 | 0.95% | 7q | +18.2%+$99.6M |
| Caisse de depot et placement du Quebec | $627.0M | 1,446,858 | 0.89% | 7q | +89.3%+$295.8M |
| VICTORY CAPITAL MANAGEMENT INC | $612.1M | 1,412,598 | 0.34% | 7q | -7.0%-$46.1M |
| ALLIANCEBERNSTEIN L.P. | $610.3M | 2,856,424 | 0.20% | 7q | -3.7%-$23.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $608.1M | 1,403,422 | 0.43% | 6q | -11.3%-$77.5M |
| PRUDENTIAL FINANCIAL INC | $606.3M | 1,399,209 | 0.66% | 7q | -18.7%-$139.4M |
Showing the largest 100 of 3,171 reported holders. The count of 3,169 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 3,169 managers that file Form 13F reported holding Lam Research Corp (LRCX), $489.9B in all, or about 86% of the shares outstanding. 623 managers opened a position and 122 sold out completely, against 2,668 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Cloudalpha Capital Management Limited/Hong Kong ($286.5M), Cardano Risk Management B.V. ($232.2M) and Wt Asset Management Ltd ($213.7M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-27 | 2026-08-24 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-12 | BRANDT ERIC | Director | Sold | 54,500 | $20.0M ×17 |
| 2026-06-11 | BRANDT ERIC | Director | Sold | 54,500 | $19.1M ×26 |
| 2026-09-02 | Varadarajan Seshasayee | Senior Vice President | Sold | 59,750 | $17.4M ×3 |
| 2026-07-02 | ARCHER TIMOTHY | President and CEO | Sold | 30,000 | $11.7M |
| 2026-09-09 | ARCHER TIMOTHY | President and CEO | Sold | 30,000 | $9.6M |
| 2026-08-06 | ARCHER TIMOTHY | President and CEO | Sold | 30,000 | $9.0M |
| 2026-10-23 | ARCHER TIMOTHY | President and CEO | Sold | 31,400 | $7.1M |
| 2026-07-13 | TALWALKAR ABHIJIT Y | Director | Sold | 18,282 | $6.1M |
| 2026-09-09 | Mayer Bethany | Director | Sold | 9,557 | $3.0M |
| 2026-06-01 | Fernandes Neil J | Senior Vice President | Sold | 7,659 | $2.4M |
| 2026-08-31 | Harter Ava | Chief Legal Officer | Sold | 5,000 | $1.5M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,178 | $15.3B | 46,610,087 | 63 | 443 | 439 | 0.3% |
| Q2 2026 | 3,169 | $489.9B | 1,075,698,308 | 594 | 995 | 1,132 | 5.3% |
| Q1 2026 | 2,668 | $230.5B | 1,039,348,031 | 367 | 845 | 1,037 | 4.0% |
| Q4 2025 | 2,417 | $195.6B | 1,082,320,587 | 293 | 709 | 841 | 5.4% |
| Q3 2025 | 2,135 | $146.8B | 1,049,462,746 | 343 | 696 | 674 | 4.3% |
| Q2 2025 | 1,907 | $107.6B | 1,060,074,595 | 237 | 679 | 614 | 4.2% |
| Q1 2025 | 1,811 | $79.3B | 1,044,244,721 | 293 | 649 | 495 | 4.4% |
| Q4 2024 | 1,707 | $79.4B | 1,040,818,396 | 1,384 | 70 | 78 | 5.2% |
| Q3 2024 | 1,458 | $87.2B | 101,736,885 | 205 | 499 | 459 | 5.6% |
| Q2 2024 | 1,807 | $127.1B | 114,001,852 | 166 | 611 | 605 | 4.5% |
| Q1 2024 | 1,745 | $121.3B | 118,821,038 | 192 | 517 | 653 | 5.0% |
| Q4 2023 | 1,648 | $98.0B | 117,688,681 | 179 | 474 | 548 | 6.3% |
| Q3 2023 | 1,461 | $74.8B | 111,624,310 | 95 | 481 | 512 | 6.4% |
| Q2 2023 | 1,446 | $78.4B | 113,693,984 | 146 | 431 | 506 | 6.9% |
| Q1 2023 | 1,380 | $67.2B | 119,103,133 | 157 | 448 | 451 | 6.2% |
| Q4 2022 | 1,356 | $52.1B | 113,047,380 | 143 | 386 | 524 | 8.7% |
| Q3 2022 | 1,260 | $183.7B | 646,371,785 | 103 | 414 | 481 | 1.5% |
| Q2 2022 | 1,299 | $242.8B | 790,031,307 | 87 | 517 | 435 | 1.3% |
| Q1 2022 | 1,384 | $313.1B | 881,408,700 | 103 | 512 | 489 | 1.3% |
| Q4 2021 | 1,461 | $345.2B | 633,673,874 | 167 | 493 | 424 | 2.3% |
| Q3 2021 | 1,301 | $238.9B | 643,097,014 | 112 | 467 | 417 | 2.1% |
| Q2 2021 | 1,317 | $188.4B | 363,259,136 | 133 | 443 | 469 | 2.3% |
| Q1 2021 | 1,258 | $223.7B | 556,647,698 | 166 | 384 | 488 | 2.0% |
| Q4 2020 | 1,167 | $138.9B | 331,412,663 | 144 | 325 | 430 | 3.3% |
| Q3 2020 | 1,038 | $168.0B | 739,524,322 | 90 | 375 | 368 | 1.7% |
| Q2 2020 | 1,061 | $164.0B | 656,316,817 | 150 | 360 | 374 | 1.2% |
| Q1 2020 | 983 | $126.8B | 715,680,141 | 102 | 312 | 412 | 1.4% |
| Q4 2019 | 1,004 | $119.6B | 464,011,089 | 132 | 265 | 379 | 6.2% |
| Q3 2019 | 890 | $78.0B | 436,322,870 | 117 | 267 | 345 | 3.4% |
| Q2 2019 | 851 | $61.3B | 457,287,670 | 91 | 287 | 311 | 4.5% |
| Q1 2019 | 858 | $57.1B | 475,835,358 | 135 | 248 | 340 | 3.0% |
| Q4 2018 | 810 | $49.3B | 967,208,508 | 9 | 11 | 16 | 2.7% |