Nisa Investment Advisors Boosts Stake in Lam Research

Institutional investor increases holdings in semiconductor equipment maker by 6.3% in Q4

Apr. 1, 2026 at 10:34am

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Nisa Investment Advisors LLC, a major institutional investor, increased its stake in Lam Research Corporation (NASDAQ: LRCX) by 6.3% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 549,783 shares of the semiconductor company's stock, valued at $94.2 million.

Why it matters

Lam Research is a leading manufacturer of wafer fabrication equipment used in semiconductor device production. As the semiconductor industry continues to grow, major institutional investors are closely watching the performance and positioning of key players like Lam Research.

The details

Nisa Investment Advisors, an investment management firm, boosted its holdings in Lam Research by purchasing an additional 32,705 shares during the fourth quarter. This increased the firm's total position in the semiconductor equipment maker to 549,783 shares, or approximately 1.3% of its overall portfolio.

  • Nisa Investment Advisors filed the 13F report disclosing the increased Lam Research stake on April 1, 2026.
  • The additional 32,705 shares were purchased by Nisa during the fourth quarter of 2025.

The players

Nisa Investment Advisors LLC

A major institutional investment firm that manages over $100 billion in assets.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

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The takeaway

Lam Research's position as a leading semiconductor equipment manufacturer continues to attract major institutional investors like Nisa, signaling confidence in the company's long-term growth prospects within the rapidly evolving chip industry.