LRCX LAM RESEARCH CORP: institutional ownership and insider trading
3,237 funds reported holding $508B of LAM RESEARCH CORP in their latest 13F filings; in Q2 2026 funds net bought $32.4B, with 585 new positions and 96 funds selling out; over the last 12 months insiders bought $0 and sold $170M on the open market; over its last four quarters it reported revenue of $26.1B and net income of $8.45B.
LRCX revenue and earnings
- Quarter ended Sep 27, 2026: revenue $8.22B, net income $2.75B, EPS 2.19
- Quarter ended Jun 28, 2026: revenue $6.72B, net income $2.28B, EPS 1.81
- Quarter ended Mar 29, 2026: revenue $5.84B, net income $1.83B, EPS 1.45
- Quarter ended Dec 28, 2025: revenue $5.34B, net income $1.59B, EPS 1.26
Famous investors holding LRCX
- Philippe Laffont (Coatue Management): $4.09B, 8.4% of the portfolio
- Chase Coleman (Tiger Global Management): $1.37B, 5.7% of the portfolio
- David Tepper (Appaloosa Management): $166M, 2.2% of the portfolio
- Brad Gerstner (Altimeter Capital): $171M, 1.7% of the portfolio
- Ray Dalio (Bridgewater Associates): $407M, 1.7% of the portfolio
- Ken Griffin (Citadel Advisors): $3.91B, 0.5% of the portfolio
- Izzy Englander (Millennium Management): $1.16B, 0.4% of the portfolio
- Stanley Druckenmiller (Duquesne Family Office): $18.9M, 0.4% of the portfolio
- Two Sigma (Two Sigma Investments): $109M, 0.1% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $110M, 0.1% of the portfolio
Largest institutional holders of LRCX
- BlackRock, Inc. (BLK) — $57.6B
- VANGUARD CAPITAL MANAGEMENT LLC — $35.4B
- STATE STREET CORP (STT, STT-PG) — $26.3B
- Invesco Ltd. (IVZ) — $22.7B
- VANGUARD GROUP INC — $22.5B
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $18.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $15.9B
- GEODE CAPITAL MANAGEMENT, LLC — $14.9B
- FMR LLC — $14.6B
- PRICE T ROWE ASSOCIATES INC /MD/ — $10.7B
Recent LRCX insider trades
- Sep 9, 2026: Archer Timothy sold 30,000 shares ($9.58M)
- Sep 9, 2026: Mayer Bethany sold 9,557 shares ($3.01M)
- Sep 2, 2026: Varadarajan Seshasayee sold 59,750 shares ($17.4M)
- Aug 31, 2026: Harter Ava sold 5,000 shares ($1.51M)
Members of Congress trading LRCX
- Jun 5, 2026: David J. Taylor sold $1.00K–$15.0K
- Apr 27, 2026: David J. Taylor sold $1.00K–$15.0K
- Apr 27, 2026: David J. Taylor sold $1.00K–$15.0K
- Mar 12, 2026: David J. Taylor bought $1.00K–$15.0K
- Feb 26, 2026: David J. Taylor sold $1.00K–$15.0K
- Feb 26, 2026: David J. Taylor sold $1.00K–$15.0K
- Feb 3, 2026: Cleo Fields bought $15.0K–$50.0K
- Jan 16, 2026: David J. Taylor sold $1.00K–$15.0K
- Jan 8, 2026: David J. Taylor sold $15.0K–$50.0K
- Jan 8, 2026: David J. Taylor sold $15.0K–$50.0K
5%+ owners
- Vanguard Capital Management: 7.5% (Schedule 13G, filed Apr 30, 2026)
Who owns the most LRCX stock?
The largest institutional holders of LAM RESEARCH CORP in the latest 13F filings are BlackRock, Inc. (BLK) ($57.6B), VANGUARD CAPITAL MANAGEMENT LLC ($35.4B), STATE STREET CORP (STT, STT-PG) ($26.3B).
Are insiders buying or selling LRCX?
Over the last 12 months insiders bought $0 and sold $170M of LAM RESEARCH CORP stock on the open market (SEC Form 4).
Which famous investors own LRCX?
Philippe Laffont, Chase Coleman, David Tepper, Brad Gerstner, Ray Dalio.
What was LRCX's revenue last quarter?
LAM RESEARCH CORP reported revenue of $8.22B for the quarter ended September 27, 2026, with net income of $2.75B.
Which ETFs hold LRCX?
1,068 ETFs and mutual funds hold it among their top 100 positions, including VTI, VOO, QQQ, IVV.