Lam Research CORP (LRCX) Institutional Ownership Tracker (Q2 2026)

LRCX ranks #50 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LRCX is a top-conviction position for Coatue Management LLC — at 8.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LRCX belongs to BlackRock, Inc., but the position matters far more to Coatue Management LLC, who has 8.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Annex Advisory Services, LLC has added to its LRCX position for two straight quarters, increasing it by $37.0M to reach $37.2M today.

Y-Intercept has trimmed its LRCX position for two straight quarters, cutting it by $21.3M while still holding $5.2M.

LRCX is down 3.3% today, but institutions show net buying of $228.5B this quarter — a divergence between today's price move and the underlying institutional flow.

LRCX posted net income of $7.3B over the trailing twelve months, and currently trades at a P/E of 48.2.

• Profitable — net income of $7.3B over the trailing twelve months
• Revenue grew 35.6% year over year
• Net income improved year over year, from $4.7B to $7.3B
• Generated $5.9B in positive operating cash flow
• Current ratio of 2.63x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.89x equity — within a conventional range