LRCX in the 13F filings
Lam Research Corp · CUSIP 512807306
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 40
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 33 listed it in both
- Shares listed
- 131,341,654
- combined, among listed positions
- Reported value
- $17.6bn
- combined, at the quarter end
Among the 95 comparable managers: 24 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing LRCX in Q3 2025
40 of 40 holders
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPexisting position · 11,340,865 shares now+10,053,978
- Invesco Ltdexisting position · 21,182,948 shares now+3,263,658
- AQR Capital Management LLCexisting position · 3,541,230 shares now+2,056,749
- Bridgewater Associates LPexisting position · 3,463,980 shares now+1,825,200
- Two Sigma Investments LPexisting position · 1,527,072 shares now+1,223,184
Reductions
- T. Rowe Price Associates Incexisting position · 3,028,670 shares now-3,851,229
- Citadel Advisors LLCexisting position · 3,046,220 shares now-3,323,087
- Fidelity (FMR LLC)existing position · 23,352,526 shares now-2,298,928
- Marshall Wace LLPexisting position · 286,294 shares now-1,215,806
- Holocene Advisors LPexisting position · 276,208 shares now-633,212
New positions and exits
New (2)
Exited (1)
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2024 | 2 | $624m | 2 | 0 |
| Q4 2024 | 41 | $9.6bn | 40 | 0 |
| Q1 2025 | 40 | $9.3bn | 22 | 18 |
| Q2 2025 | 35 | $11.4bn | 19 | 18 |
| Q3 2025 | 40 | $17.6bn | 24 | 16 |
| Q4 2025 | 37 | $29.2bn | 23 | 26 |
| Q1 2026 | 43 | $36.2bn | 26 | 26 |
| Q2 2026 | 45 | $73.9bn | 24 | 30 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LRCX and NVDA →LRCX and AVGO →LRCX and MU →Choose a stock to compare with LRCX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LRCX, latest filings →Back to the 13F Explorer →