Ranked by reported Q2 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. | 132.8M | $57.56B | -0.1% | 10.622% | 0.86% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 81.7M | $35.40B | +0.7% | 6.532% | 0.76% |
| 3 | STATE STREET CORP | 60.7M | $26.32B | +2.6% | 4.854% | 0.39% |
| 4 | Invesco Ltd. | 52.3M | $22.67B | +99.6% | 4.184% | 1.79% |
| 5 | JPMORGAN CHASE & CO | 45.3M | $18.62B | +38.5% | 3.624% | 1.03% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36.6M | $15.88B | -1.1% | 2.929% | 0.72% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 34.5M | $14.92B | -1.9% | 2.759% | 0.80% |
| 8 | FMR LLC | 33.7M | $14.59B | +0.3% | 2.693% | 0.63% |
| 9 | MORGAN STANLEY | 19.2M | $8.33B | +1.3% | 1.537% | 0.44% |
| 10 | NORGES BANK | 18.1M | $7.85B | — | 1.449% | 0.78% |
| 11 | AMERIPRISE FINANCIAL INC | 17.3M | $7.51B | -16.6% | 1.386% | 1.52% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.6M | $6.34B | +21.3% | 1.171% | 0.49% |
| 13 | NORTHERN TRUST CORP | 14.0M | $6.07B | -1.2% | 1.121% | 0.71% |
| 14 | GOLDMAN SACHS GROUP INC | 14.0M | $6.05B | +26.0% | 1.117% | 0.53% |
| 15 | FRANKLIN RESOURCES INC | 13.1M | $5.66B | +10.8% | 1.045% | 1.23% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 12.5M | $5.42B | -6.8% | 1.001% | 0.99% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12.3M | $5.32B | -6.9% | 0.981% | 2.36% |
| 18 | BANK OF AMERICA CORP /DE/ | 11.2M | $4.87B | +5.5% | 0.899% | 0.31% |
| 19 | VAN ECK ASSOCIATES CORP | 11.1M | $4.81B | +411.9% | 0.887% | 2.93% |
| 20 | JANE STREET GROUP, LLC | 10.5M | $4.56B | +82.5% | 0.842% | 0.38% |
| 21 | Legal & General Group Plc | 10.4M | $4.50B | -6.1% | 0.830% | 0.94% |
| 22 | Jupiter Topco LLC | 9.9M | $4.28B | — | 0.790% | 1.75% |
| 23 | COATUE MANAGEMENT LLC | 9.4M | $4.09B | -6.0% | 0.755% | 8.41% |
| 24 | Amundi | 9.4M | $4.08B | -7.1% | 0.754% | 0.98% |
| 25 | Nuveen, LLC | 9.2M | $4.00B | -16.2% | 0.738% | 0.95% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LRCX — a direct measure of their conviction.
Filings activity in LRCX during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,119 | +20% | 89.52% | +5.97 pp | $463.89B | +116% |
| Q1 2026 | 2,599 | +12% | 83.55% | 3.97 pp | $214.82B | +19% |
| Q4 2025 | 2,315 | +14% | 87.52% | +4.12 pp | $180.50B | +31% |
| Q3 2025 | 2,035 | +13% | 83.40% | 0.28 pp | $137.42B | +38% |
| Q2 2025 | 1,794 | +6.2% | 83.68% | +3.71 pp | $99.70B | +39% |
| Q1 2025 | 1,690 | +11% | 79.97% | 0.55 pp | $71.60B | 0.9% |
| Q4 2024 | 1,525 | +1073% | 80.52% | +79.08 pp | $72.25B | +3836% |
| Q3 2024 | 130 | — | 1.44% | — | $1.84B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LRCX stock.
Based on Q2 2026 13F filings, institutional ownership of Lam Research Corporation stands at 89.5%, held across 3,119 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LRCX, with approximately 132,830,776 shares worth $57.56B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of LRCX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, COATUE MANAGEMENT LLC.
Our composite Smart Money Score for LRCX is 90 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
570 institutions opened new positions in LRCX during Q2 2026, while 90 fully exited. 2,340 added to existing positions and 115 trimmed.
LRCX institutional ownership rose by 5.97 percentage points quarter-over-quarter, with a net change of +520 holders.
The top 10 institutions account for 47.9% of all reported 13F value in LRCX, and the top 25 account for 64.6%.
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