LRCXEUR

Lam Research Corp
UnclassifiedX1CUSIP 512807108◍ Confluence graph
Tracked 13F Holders
20
-9 QoQ
13F Value (tracked)
$248.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)6 adding · 9 trimming
Insider net (180d)$0

Who owns LRCXEUR?

20 tracked 13F filers

20 tracked 13F filers disclose a position in LRCXEUR as of the latest SEC 13F filings, a combined $248.2M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Mediolanum International Funds Ltd
$82.2M
411K
−2.8%
Reduced · −12K sh
Q1 2026
2Harvest Fund Management Co., Ltd
$60.5M
140K
−24%
Reduced · −45K sh
Q2 2026
3KKM Financial LLC
$12.8M
75K
Held
Q1 2026
4CULLINAN ASSOCIATES INC
$27.9M
65K
Held
Q2 2026
5BERKSHIRE CAPITAL HOLDINGS INC
$9.2M
21K
2k×
Added · +21K sh
Q2 2026
6MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
$8.8M
20K
−28%
Reduced · −8K sh
Q2 2026
7DARA CAPITAL US, INC.
$8.2M
19K
+30%
Added · +4K sh
Q2 2026
8Joseph Group Capital Management
$8.0M
18K
−17%
Reduced · −4K sh
Q2 2026
9Cohen Klingenstein LLC
$6.5M
15K
Held
Q2 2026
10KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
$5.2M
12K
+4.2%
Added · +488 sh
Q2 2026
11Advisors Asset Management, Inc.
$7.8M
11K
New
+11K sh
Q3 2026
12FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
$2.1M
10K
+5.6%
Added · +525 sh
Q1 2026
13Ironwood Investment Counsel, LLC
$2.4M
6K
−8.6%
Reduced · −521 sh
Q2 2026
14Berbice Capital Management LLC
$2.3M
5K
+1.9%
Added · +100 sh
Q2 2026
15Sterling Investment Advisors, Ltd.
$1.6M
4K
−8.5%
Reduced · −350 sh
Q2 2026
16KEYNOTE FINANCIAL SERVICES LLC
$1.6M
4K
−26%
Reduced · −1K sh
Q2 2026
17Councilmark Asset Management, LLC
$465K
1K
Held
Q2 2026
18Financial Gravity Companies, Inc.
$165K
870
−32%
Reduced · −411 sh
Q1 2018
19Byrne Asset Management LLC
$248K
572
−4.2%
Reduced · −25 sh
Q2 2026
20HUNTINGTON NATIONAL BANK
$814
1
Held
Q2 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.

Is LRCXEUR being bought or sold by institutions?

Last quarter, 1 fund opened a new position in LRCXEUR and 5 added to an existing one, while 9 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).

Opened (NEW)
1
funds
Added
5
funds
Reduced
9
funds
Exited
0
funds

Funds that own LRCXEUR also own

CompanyCo-held byCombined value
APPLE INCAAPL18 funds$1.6B
MICROSOFT CORPMSFT18 funds$1.2B
META PLATFORMS INC-CLASS AMETA18 funds$483.9M
APPLIED MATERIALS INCAMAT18 funds$219.4M
NVIDIA CORPNVDA17 funds$1.4B
ALPHABET INC-CL AGOOGL17 funds$1.0B
AMAZON.COM INCAMZN17 funds$866.6M
ELI LILLY & COLLY17 funds$431.5M
MICRON TECHNOLOGY INCMU16 funds$361.6M
JOHNSON & JOHNSONJNJ16 funds$355.9M
VISA INC-CLASS A SHARESV16 funds$323.2M
CISCO SYSTEMS INCCSCO16 funds$319.2M

Ranked by how many of LRCXEUR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

15 funds-889 since Q3 2024
0452904Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $143.0M

Share classes

Class13F holdersValue held
LRCXcs2730 funds$246.8B
LRCXEURthis pageStock20 funds$248.2M
512807906CALL1 funds$1.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in LRCXEUR

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.

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Use Arkolith's capital_change_brief for LRCXEUR.
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 LRCXEUR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.