13F filings for Q1 2026 reveal institutional net accumulation of $35.3B, with 1,250 buyers vs. 1,188 sellers and 365 new buys against 113 exits. Insider activity is limited to a single $11.7M sale by CEO Archer, marginal relative to the institutional flow.

Confirmation

Continued institutional accumulation in the next 13F cycle or the emergence of insider buying would confirm the bullish stance.

Invalidation Risk

A sustained insider-selling campaign or a reversal to institutional distribution would invalidate the bull case.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Feb 25

Nov 25

Mar 26

BuySell

操作	內部人	職稱	交易日	金額
賣出	Abhijit Y Talwalkar	Director	2026-07-13	$6.12M
賣出	Timothy Archer	President and CEO	2026-07-02	$11.70M
賣出	Bettinger Douglas R	Chief Financial Officer & EVP	2026-03-04	$11.21M
賣出	Harter Ava	Chief Legal Officer	2026-03-04	$334K
賣出	Bettinger Douglas R	Chief Financial Officer & EVP	2026-03-02	$9.28M
賣出	Harter Ava	Chief Legal Officer	2026-03-02	$930K
賣出	BRANDT ERIC	Director	2026-02-06	$3.76M
賣出	BRANDT ERIC	Director	2026-02-06	$4.14M

View all insider trades →

Form 144 Pre-Sale Notices

Filings (90d)

$56.53M

Total Est. Value

157K shares

Planned Shares

Last Filed 2026-07-13

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
TALWALKAR ABHIJIT Y	Director	2026-07-13	18K shares	$6.12M
ARCHER TIMOTHY	Officer, Director	2026-07-02	30K shares	$11.70M
BRANDT ERIC	Director	2026-06-12	55K shares	$19.59M
BRANDT ERIC	Director	2026-06-11	55K shares	$19.12M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding LAM RESEARCH CORP (LRCX)?

Major stakeholders currently include BlackRock, Inc. ($28.4B), Vanguard Capital Management LLC ($17.3B), State Street CORP ($12.7B). Based on the latest 13F filings, there are a total of 2624 tracked investment funds and institutions maintaining positions in LRCX.

What is the overall institutional sentiment toward LRCX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $35.3B, driven by 1250 managers accumulating shares while 1189 reduced their exposure.

Which institutions have been selling or reducing their LRCX positions?

In the latest period, 1076 funds trimmed their holdings, and 113 managers completely exited their positions. The aggregate reported sell value was $116.2B.

Are there any notable investors adding LRCX to their portfolios?

Yes, buying activity remains notable. 365 institutions opened new positions in {ticker}, and 885 existing holders added to their shares. The total reported buy value for the quarter amounted to $76.9B.