Who owns LRCX
Institutions that file 13Fs hold 86% of the shares
Shares they hold, quarter on quarter
+3.5%
615 new, 986 added, 1113 cut, 136 sold out
Top 10 holders
48%
of the shares institutions hold
A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
Institutional owners
The 25 biggest holders
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 132.73M | $57.5B | 10.63% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | 81.68M | $35.4B | 6.54% | Added +0.7% |
| STATE STREET CORP | 60.70M | $26.3B | 4.86% | Added +2.6% |
| Invesco Ltd. | 52.32M | $22.7B | 4.19% | Added +3.7% |
| JPMORGAN CHASE & CO | 45.32M | $18.6B | 3.63% | Added +38.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36.64M | $15.9B | 2.93% | Reduced -1.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 34.51M | $14.9B | 2.76% | Reduced -1.9% |
| FMR LLC | 33.68M | $14.6B | 2.70% | Held |
| PRICE T ROWE ASSOCIATES INC /MD/ | 24.60M | $10.7M | 1.97% | Added +85.8% |
| MORGAN STANLEY | 19.22M | $8.3B | 1.54% | Added +1.3% |
| NORGES BANK | 18.12M | $7.9B | 1.45% | New |
| AMERIPRISE FINANCIAL INC | 17.33M | $7.5B | 1.39% | Reduced -16.6% |
| NORTHERN TRUST CORP | 14.01M | $6.1B | 1.12% | Reduced -1.2% |
| FRANKLIN RESOURCES INC | 13.07M | $5.7B | 1.05% | Added +10.8% |
| GOLDMAN SACHS GROUP INC | 12.72M | $5.5B | 1.02% | Added +21.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 12.51M | $5.4B | 1.00% | Reduced -6.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12.27M | $5.3B | 0.98% | Reduced -6.9% |
| BANK OF AMERICA CORP /DE/ | 11.24M | $4.9B | 0.90% | Added +5.5% |
| VAN ECK ASSOCIATES CORP | 11.09M | $4.8B | 0.89% | Added +411.8% |
| Legal & General Group Plc | 10.37M | $4.5B | 0.83% | Reduced -6.1% |
| Jupiter Topco LLC | 9.88M | $4.3B | 0.79% | New |
| COATUE MANAGEMENT LLC | 9.44M | $4.1B | 0.76% | Reduced -6.0% |
| Amundi | 9.43M | $4.1B | 0.75% | Reduced -7.1% |
| Nuveen, LLC | 9.23M | $4.0B | 0.74% | Reduced -16.2% |
| Bank of New York Mellon Corp | 8.72M | $3.8B | 0.70% | Reduced -2.4% |
Show the other 15 holders
This quarter
Who bought and who sold the most shares
Bought the most shares
- NORGES BANK +18.12M, new
- JPMORGAN CHASE & CO +12.60M
- PRICE T ROWE ASSOCIATES INC /MD/ +11.36M
- Jupiter Topco LLC +9.88M, new
- VAN ECK ASSOCIATES CORP +8.92M
- GOLDMAN SACHS GROUP INC +2.25M
- WELLS FARGO & COMPANY/MN +2.17M
- SG Americas Securities, LLC +2.02M
- Invesco Ltd. +1.86M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. +1.65M
Sold the most shares
- JANUS HENDERSON GROUP PLC -9.27M, sold out
- Artisan Partners Limited Partnership -4.24M
- AMERIPRISE FINANCIAL INC -3.45M
- California Public Employees Retirement System -2.22M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -2.09M
- Nuveen, LLC -1.78M
- Grantham, Mayo, Van Otterloo & Co. LLC -1.44M
- TWO SIGMA INVESTMENTS, LP -1.28M
- NORDEA INVESTMENT MANAGEMENT AB -1.22M
- Assenagon Asset Management S.A. -1.08M
Superinvestors
Superinvestors holding LRCX
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Philippe Laffont Coatue Management | Jun 30, 2026 | 9.44M | $4.1B | 8.47% | Reduced -6.0% |
| Chase Coleman Tiger Global Management | Jun 30, 2026 | 3.16M | $1.4B | 5.72% | Reduced -18.9% |
| Polen Capital Polen Capital Management | Jun 30, 2026 | 859K | $372.2M | 3.43% | Reduced -18.5% |
| David Tepper Appaloosa | Jun 30, 2026 | 382K | $165.7M | 2.43% | Held |
| Stanley Druckenmiller Duquesne Family Office | Jun 30, 2026 | 44K | $18.9M | 0.44% | New |
| Chris Davis Davis Selected Advisers | Jun 30, 2026 | 3K | $1.2M | 0.01% | Held |
Sold out last quarter: Dan Loeb
More than 5%
13D filings: owners who may push for change
No Schedule 13D about LRCX in the last year.