Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LRCX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 132.9M | $28.40B | -1.0% | 10.643% | 0.50% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 81.2M | $17.34B | β | 6.499% | 0.43% |
| 3 | STATE STREET CORP | 59.2M | $12.65B | -0.9% | 4.737% | 0.44% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 37.1M | $7.92B | β | 2.968% | 0.42% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 35.2M | $7.50B | +4.2% | 2.817% | 0.47% |
| 6 | FMR LLC | 33.6M | $7.17B | +25.8% | 2.689% | 0.39% |
| 7 | Invesco Ltd. | 24.3M | $5.18B | +6.3% | 1.942% | 0.79% |
| 8 | AMERIPRISE FINANCIAL INC | 20.8M | $4.44B | -10.6% | 1.665% | 1.03% |
| 9 | MORGAN STANLEY | 19.0M | $4.05B | -4.6% | 1.519% | 0.24% |
| 10 | NORTHERN TRUST CORP | 14.2M | $3.03B | -1.7% | 1.136% | 0.40% |
| 11 | UBS ASSET MANAGEMENT AMERICAS INC | 13.4M | $2.87B | +5.4% | 1.075% | 0.60% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13.2M | $2.82B | -1.3% | 1.055% | 1.52% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.1M | $2.58B | -7.4% | 0.966% | 0.29% |
| 14 | FRANKLIN RESOURCES INC | 11.8M | $2.52B | +16.7% | 0.944% | 0.62% |
| 15 | GOLDMAN SACHS GROUP INC | 11.1M | $2.37B | -30.8% | 0.888% | 0.27% |
| 16 | Legal & General Group Plc | 11.1M | $2.36B | +1.8% | 0.885% | 0.55% |
| 17 | Nuveen, LLC | 11.0M | $2.35B | +5.9% | 0.881% | 0.64% |
| 18 | BANK OF AMERICA CORP /DE/ | 10.7M | $2.28B | -5.3% | 0.854% | 0.17% |
| 19 | Amundi | 10.1M | $2.17B | +23.7% | 0.813% | 0.59% |
| 20 | COATUE MANAGEMENT LLC | 10.0M | $2.15B | +2.4% | 0.804% | 7.39% |
| 21 | JANUS HENDERSON GROUP PLC | 9.3M | $1.98B | +2.0% | 0.742% | 0.98% |
| 22 | Bank of New York Mellon Corp | 8.9M | $1.91B | -3.4% | 0.715% | 0.35% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.8M | $1.66B | +0.5% | 0.622% | 0.25% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 7.2M | $1.54B | β | 0.577% | 0.39% |
| 25 | Grantham, Mayo, Van Otterloo & Co. LLC | 6.9M | $1.48B | -26.1% | 0.553% | 3.77% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LRCX β a direct measure of their conviction.
Filings activity in LRCX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LRCX position in Q1 2026
Institutions that fully closed their LRCX position in Q1 2026
7 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,553 | +12% | 44.13% | +6.13 pp | $202.13B | +16% |
| Q4 2025 | 2,288 | +14% | 38.00% | +8.74 pp | $174.05B | +30% |
| Q3 2025 | 2,011 | +12% | 29.26% | +7.49 pp | $134.04B | +34% |
| Q2 2025 | 1,794 | +6.2% | 21.77% | +6.14 pp | $99.70B | +39% |
| Q1 2025 | 1,690 | +11% | 15.63% | 0.14 pp | $71.60B | 0.9% |
| Q4 2024 | 1,525 | +1073% | 15.77% | +15.37 pp | $72.25B | +3836% |
| Q3 2024 | 130 | β | 0.40% | β | $1.84B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LRCX stock.
Based on Q1 2026 13F filings, institutional ownership of Lam Research Corporation stands at 44.1%, held across 2,553 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LRCX, with approximately 132,905,820 shares worth $28.40B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of LRCX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, COATUE MANAGEMENT LLC.
Our composite Smart Money Score for LRCX is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
441 institutions opened new positions in LRCX during Q1 2026, while 176 fully exited. 1,741 added to existing positions and 366 trimmed.
LRCX institutional ownership rose by 6.13 percentage points quarter-over-quarter, with a net change of +265 holders.
The top 10 institutions account for 48.3% of all reported 13F value in LRCX, and the top 25 account for 64.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lam Research Corporation (LRCX) Institutional Ownership