2739 tracked 13F filers disclose a position in LRCX as of the latest SEC 13F filings, a combined $247.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $28.4B | 132.9M | ▼−1.0% Reduced · −1.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $17.3B | 81.2M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $26.3B | 60.7M | ▲+2.6% Added · +1.5M sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.9B | 37.1M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $14.9B | 34.5M | ▼−1.9% Reduced · −670K sh | Q2 2026 | |
| 6 | FMR LLC | $7.2B | 33.6M | ▲+26% Added · +6.9M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $6.5B | 32.7M | ▲+39% Added · +9.2M sh | Q1 2026 | |
| 8 | NORGES BANK | $3.6B | 21.3M | ▲+9.4% Added · +1.8M sh | Q4 2025 | |
| 9 | AMERIPRISE FINANCIAL INC | $4.4B | 20.8M | ▼−11% Reduced · −2.5M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $4.1B | 19.0M | ▼−4.6% Reduced · −915K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $3.0B | 14.2M | ▼−1.7% Reduced · −247K sh | Q1 2026 | |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $2.9B | 13.4M | ▲+5.4% Added · +692K sh | Q1 2026 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.8B | 13.2M | ▼−3.3% Reduced · −456K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.8B | 13.2M | ▼−1.3% Reduced · −170K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $2.5B | 11.8M | ▲+17% Added · +1.7M sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $2.4B | 11.1M | ▲+1.7% Added · +190K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $2.4B | 11.0M | ▲+5.9% Added · +618K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $2.3B | 10.7M | ▼−5.3% Reduced · −597K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $2.2B | 10.5M | ▼−29% Reduced · −4.4M sh | Q1 2026 | |
| 20 | Amundi | $2.2B | 10.1M | ▲+24% Added · +1.9M sh | Q1 2026 | |
| 21 | COATUE MANAGEMENT LLC | $2.1B | 10.0M | ▲+2.4% Added · +238K sh | Q1 2026 | |
| 22 | JANUS HENDERSON GROUP PLC | $2.0B | 9.3M | ▲+2.0% Added · +181K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $1.9B | 8.9M | ▼−3.3% Reduced · −308K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7B | 7.8M | ▲+0.5% Added · +40K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $1.5B | 7.2M | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in LRCX and 20 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 1770 funds | $580.6B |
| MICROSOFT CORPMSFT | 1753 funds | $402.0B |
| AMAZON.COM INCAMZN | 1736 funds | $313.8B |
| APPLE INCAAPL | 1735 funds | $447.7B |
| ALPHABET INC-CL AGOOGL | 1712 funds | $280.1B |
| BROADCOM INCAVGO | 1682 funds | $233.2B |
| META PLATFORMS INC-CLASS AMETA | 1657 funds | $174.7B |
| JPMORGAN CHASE & COJPM | 1617 funds | $108.6B |
| ELI LILLY & COLLY | 1606 funds | $119.8B |
| ALPHABET INC-CL CGOOG | 1605 funds | $182.9B |
| VISA INC-CLASS A SHARESV | 1563 funds | $99.8B |
| WALMART INCWMT | 1510 funds | $54.7B |
Ranked by how many of LRCX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Harter Ava | Chief Legal Officer | Sell (S) | 5K | $1.5M |
| Aug 6, 2026 | ARCHER TIMOTHY | President and CEO | Sell (S) | 30K | $9.0M |
| Jul 13, 2026 | TALWALKAR ABHIJIT Y | Director | Sell (S) | 18K | $6.1M |
| Jul 2, 2026 | ARCHER TIMOTHY | President and CEO | Sell (S) | 30K | $11.7M |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 300 | $107K |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 1K | $498K |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 1K | $394K |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 4K | $1.4M |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 2K | $686K |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 819 | $296K |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 3K | $981K |
| Jun 12, 2026 | BRANDT ERIC | Director | Sell (S) | 2K | $852K |
| Class | 13F holders | Value held |
|---|---|---|
| LRCXthis pagecs | 2739 funds | $247.0B |
| LRCXEURLRCX | 19 funds | $248.0M |
| 512807906CALL | 1 funds | $1.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for LRCX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LRCX/capital-change-brief"
Use Arkolith's capital_change_brief for LRCX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LRCX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.