LRCX · Company research
Lam Research Corp (LRCX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8941 | 2937208 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7468 | 3236196 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155000 | 67166150 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2741 | 1187943 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37198 | 16119186 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25040 | 10850583 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Avanza Fonder AB | 2035325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10017 | 4340667 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158508 | 68685862 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68080 | 29501106 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 34666 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ACCESS FINANCIAL SERVICES, INC. | 1699622 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4631 | 2006751 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Global Trust Wealth Management LLC | 2065265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 805 | 348831 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BRAUN STACEY ASSOCIATES INC | 872080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155268 | 67282282 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31377 | 13596595 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Alhambra Investment Management LLC | 1802696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2837 | 1229357 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1410 | 610995 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 14300 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HBW ADVISORY SERVICES LLC | 1790525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1132 | 490508 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123703 | 53604105 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7410 | 3210975 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 594093 | 257438320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ellsworth Advisors, LLC | 1843553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18156 | 6089929 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sound Stewardship, LLC | 1998101 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550 | 238263 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SPHERA FUNDS MANAGEMENT LTD. | 1496201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18470 | 8003605 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Investment Management, Inc. | 2124549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 556 | 240931 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sherry Group, Inc. | 2107738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 452001 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ruggiero Investments, Inc. | 2110677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 216665 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24454 | 10596 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 715234 | 309932349 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HMV Wealth Advisors, LLC | 2054904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6392 | 2769845 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cynosure Group, LLC | 1763409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1642 | 711528 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 365882 | 158548 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17368 | 7526075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 501 | 217229 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| COFG Advisors, LLC | 2104330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2198 | 952395 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantum Portfolio Management LLC | 2003672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8926 | 3867904 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Quantitative Investments LLC | 2046834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 877 | 380030 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DECISION INVESTMENTS, INC | 2111652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24382 | 10565452 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Register Financial Advisors LLC | 1962636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2170 | 940326 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Swedbank AB | 946431 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4630742 | 2006639429 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| XY Planning Network, Inc. | 1873438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1424 | 617160 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Accurate Wealth Management, LLC | 1877728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15622 | 5476442 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3657 | 1584881 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 386934 | 167670110 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sunbeam Capital Management, LLC | 2057278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 823 | 356773 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Octavia Wealth Advisors, LLC | 1841259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 726 | 314786 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Perennial Advisors, LLC | 1697360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12640 | 5477292 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Dorsal Capital Management, LP | 1547007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400000 | 173332000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1666613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33004 | 14301624 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PATRON PARTNERS, LLC | 1841768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1989 | 861893 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6814 | 2952916 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Gleason Group, Inc. | 1822632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 87966 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| marrick wealth, LLC | 2109850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1227 | 531696 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LEIGH BALDWIN & CO., LLC | 946629 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1401 | 607283 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| North Capital, Inc. | 2065938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 922 | 399530 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ROSS\JOHNSON & Associates LLC | 2056532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 433 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Evercore Wealth Management, LLC | 1482689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4944 | 2142384 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460 | 199332 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46999 | 20366155 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Wall Street Financial Group, Inc. | 2019337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3416 | 1480109 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Capula Management Ltd | 1557017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9100 | 3943303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2671805 | 1153685399 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Alternative Investment Advisors, LLC. | 2009486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17383 | 7532769 | — | — | — | Aug 31, 2026 | SEC_13F_DATASET |
| Brickley Wealth Management | 1712533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2912 | 1261857 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66681 | 28894878 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Solutions Advisory Group, Inc. | 2135269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050 | 370829 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 2011215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2285 | 990160 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Falcon Wealth Planning | 1839850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3363 | 1457289 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236500 | 102482545 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Red Door Wealth Management, LLC | 1783599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8979 | 3891074 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 45500 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Canvas Wealth Advisors, LLC | 1858782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3326 | 1442122 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3933 | 1704287 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HILL ISLAND FINANCIAL LLC | 1909798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 954 | 413397 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CARRET ASSET MANAGEMENT, LLC | 791490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65068 | 28196098 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MINDSET WEALTH MANAGEMENT, LLC | 2044232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1027 | 445062 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 105099 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Optivise Advisory Services LLC | 2042876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1476 | 639683 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Nan Shan Life Insurance Co., Ltd. | 1730464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7338 | 3179776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JEPPSON WEALTH MANAGEMENT, LLC | 1831263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1096 | 474930 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.