LRCX — LAM RESEARCH CORP
Index member: Invesco QQQ Trust · S&P 500
As of Q2 2026, 58 SEC-registered investment managers reported holding LRCX (LAM RESEARCH CORP) in their latest 13F filings, with a combined reported value of $206.26B across 500.61M shares. That is +11.4% by share count (+51.15M shares) versus the previous quarter, while reported value moved +121.3%. Ownership is concentrated: the five largest holders account for 57.2% of reported value and the top ten for 72.3%.
Compared with the prior quarter, 5 opened new positions, 24 added to existing stakes, 24 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LRCX is a constituent of the Invesco QQQ Trust, S&P 500 and is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 132.83M | $57.56B | 0.91% | Hold |
| Invesco Ltd history | Q2 2026 | 52.32M | $22.67B | 1.89% | Add |
| Vanguard Group history | Q4 2025 | 131.19M | $22.46B | 0.33% | Hold |
| Geode Capital Management history | Q2 2026 | 34.51M | $14.92B | 0.80% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 33.68M | $14.59B | 0.70% | Hold |
| Morgan Stanley history | Q2 2026 | 19.22M | $8.33B | 0.46% | Add |
| Norges Bank Investment Management history | Q2 2026 | 18.12M | $7.85B | 0.78% | Reduce |
| Northern Trust Corp history | Q2 2026 | 14.01M | $6.07B | 0.71% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 13.97M | $6.05B | 0.55% | Add |
| Franklin Resources history | Q2 2026 | 13.07M | $5.66B | 1.30% | Add |
| Arrowstreet Capital history | Q2 2026 | 12.27M | $5.32B | 2.36% | Reduce |
| Bank of America Corp history | Q2 2026 | 11.24M | $4.87B | 0.32% | Add |
| Legal & General Investment Management America history | Q2 2026 | 10.37M | $4.50B | 0.94% | Reduce |
| Coatue Management history | Q2 2026 | 9.44M | $4.09B | 9.00% | Reduce |
| Amundi US history | Q2 2026 | 9.43M | $4.08B | 1.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 9.03M | $3.91B | 0.46% | Add |
| BNY Mellon history | Q2 2026 | 8.72M | $3.78B | 0.63% | Reduce |
| UBS Group AG history | Q2 2026 | 8.02M | $3.48B | 0.47% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 7.70M | $3.34B | 0.45% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 7.41M | $3.21B | 0.54% | Add |
New Positions (Q2 2026)
- Capital World Investors 259.51K sh · $112.45M
- JPMorgan Chase & Co 174.20K sh · $71.58M
- Maverick Capital 4.08K sh · $1.77M
- Causeway Capital Management 816 sh · $353.60K
- Baillie Gifford & Co 58 sh · $25.13K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 9.27M sh · $1.98B
- Third Point sold 75.00K sh · $16.02M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 125.48M | 124.08M | 122.20M | 124.26M | 134.26M | 132.91M | 132.83M |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.86M | 17.33M | 17.92M | 21.18M | 22.82M | 24.26M | 52.32M |
| Geode Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 31.43M | 32.67M | 33.80M | 33.62M | 33.75M | 35.18M | 34.51M |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | 40.03M | 33.59M | 25.65M | 23.35M | 26.68M | 33.57M | 33.68M |
| Morgan Stanley | — | — | — | — | — | — | — | — | — | — | — | — | — | 21.31M | 20.35M | 19.06M | 19.86M | 19.89M | 18.97M | 19.22M |
| Norges Bank Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 23.01M | — | 19.46M | — | 21.30M | — | 18.12M |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.87M | 14.88M | 14.57M | 14.58M | 14.44M | 14.19M | 14.01M |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.68M | 9.54M | 14.66M | 14.50M | 16.03M | 11.09M | 13.97M |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.27M | 6.29M | 6.36M | 6.44M | 10.11M | 11.79M | 13.07M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | 236.86K | — | 1.29M | 11.34M | 13.35M | 13.18M | 12.27M |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.73M | 12.23M | 13.30M | 12.72M | 11.26M | 10.66M | 11.24M |
| Legal & General Investment Management America | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.44M | 10.54M | 10.88M | 11.09M | 10.86M | 11.05M | 10.37M |
| Coatue Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.05M | 8.21M | 10.51M | 9.95M | 9.81M | 10.04M | 9.44M |
| Amundi US | — | — | — | — | — | — | — | — | — | — | — | — | 163.47K | 12.95M | 12.14M | 10.78M | 8.48M | 8.20M | 10.15M | 9.43M |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.12M | 13.11M | 11.31M | 8.77M | 12.68M | 6.20M | 9.03M |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.79M | 11.11M | 10.61M | 10.42M | 9.25M | 8.93M | 8.72M |
| UBS Group AG | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.87M | 11.25M | 10.12M | 7.89M | 8.36M | 6.90M | 8.02M |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.48M | 8.90M | 9.06M | 7.75M | 7.73M | 7.77M | 7.70M |
| Wells Fargo & Co | — | 300 | — | — | — | — | — | — | — | — | — | — | — | 5.84M | 5.95M | 5.83M | 5.51M | 5.35M | 5.15M | 7.41M |
| Alkeon Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.46M | 7.95M | 8.50M | 6.42M | 10.42M | 5.19M | 5.30M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details