13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

LAM RESEARCH ORD

3 institutions still hold LAM RESEARCH ORD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP US5128073·3 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.7%
vs prior quarter
13F value held
$472M
48.0% inst. owned
of float
Holders
3
+114 QoQ
filers reporting
Activity
+8 / −77
+963 added · −894 reduced
this quarter
Concentration
92.05%
CINCINNATI INSURANCE CO #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported LAM RESEARCH ORD in Q1 2026. CINCINNATI INSURANCE CO leads at 92.0% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CINCINNATI INSURANCE CO
CIK 0001279885
$435M2.0M6.57%Q1 202602
CINCINNATI FINANCIAL CORP
CIK 0000020286
$32M148K0.64%Q1 202603
Cincinnati Specialty Underwriters Insurance CO
CIK 0001426763
$6M28K1.44%Q1 2026