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Lam Research Corp

LRCX
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000707549

In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,143 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.

13F holders, Q2 2021

Institutional positions in Lam Research Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,315
+67 vs. Q1 2021
Shares held
117.4M
−594.9K (−0.5%) vs. Q1 2021
Total value
$76.3B
+$6.14B (+8.8%) vs. Q1 2021
New holders
143
487 more added
Sold out
76
495 more reduced

14 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 1,315 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ2 2021: $76.3B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2021.

Institutions holding LRCX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Scge Management, L.P.150,000$97.6M0.91%00.0%Unchanged
Captrust Financial Advisors149,568$97.5M0.91%−2,020−1.3%Reduced
PointState Capital LP145,986$95.0M2.25%+2,796+2.0%Added
Lansdowne Partners (UK) LLP145,353$94.6M4.18%−74,228−33.8%Reduced
William Blair Investment Management, LLC142,015$92.4M0.29%−8,033−5.4%Reduced
Pinnacle Associates Ltd140,851$91.7M1.66%−13,715−8.9%Reduced
Manufacturers Life Insurance Company, The137,967$89.8M0.07%−3,018−2.1%Reduced
Great West Life Assurance Co136,440$88.7M0.20%−4,613−3.3%Reduced
Platinum Investment Management Ltd134,326$87.4M2.02%+951+0.7%Added
Russell Investments Group, Ltd.134,200$87.3M0.15%+21,387+19.0%Added
Nomura Asset Management Co Ltd129,643$84.4M0.49%+18,617+16.8%Added
Huntington National Bank127,150$82.7M0.83%+10,518+9.0%Added
Raymond James & Associates123,411$80.3M0.07%−10,104−7.6%Reduced
Agf Investments Inc.116,392$75.7M0.57%−16,077−12.1%Reduced
Millennium Management LLC116,131$75.6M0.10%−70,409−37.7%Reduced
Bank Julius Baer & Co. Ltd, Zurich115,178$74.9M0.48%+896+0.8%Added
Capital International Inc113,001$73.5M0.66%−7,894−6.5%Reduced
Storebrand Asset Management AS112,414$73.1M0.36%+19,726+21.3%Added
Castleark Management LLC110,915$72.2M2.42%−7,950−6.7%Reduced
Toronto Dominion Bank108,759$70.8M0.11%+22,861+26.6%Added
Skandinaviska Enskilda Banken AB (publ)107,388$69.9M0.43%+735+0.7%Added
RWC Asset Management LLP101,131$65.8M1.88%−3,355−3.2%Reduced
Ardevora Asset Management LLP100,873$65.6M0.83%+17,899+21.6%Added
Standard Life Aberdeen plc99,943$65.0M0.14%+8,179+8.9%Added
Mitsubishi UFJ Trust & Banking Corp99,816$64.9M0.14%−9,909−9.0%Reduced
Putnam Investments LLC99,371$64.7M0.10%−600−0.6%Reduced
Jacobs Levy Equity Management, Inc99,112$64.5M0.44%+99,112New
Ci Investments Inc.98,881$64.3M0.24%+65,409+195.4%Added
Wedge Capital Management L L P96,984$63.1M0.77%−21,184−17.9%Reduced
HM Payson & Co96,886$63.0M1.54%+8,640+9.8%Added
Eaton Vance Management96,740$62.9M0.08%+4,590+5.0%Added
Marsico Capital Management LLC96,714$62.9M1.56%−25,045−20.6%Reduced
Guggenheim Capital LLC96,302$62.7M0.37%+11,082+13.0%Added
Teacher Retirement System of Texas94,807$61.7M0.34%+15,117+19.0%Added
Calamos Advisors LLC93,762$61.0M0.30%−2,033−2.1%Reduced
Voloridge Investment Management, LLC92,547$60.2M0.42%+80,277+654.3%Added
Chevy Chase Trust Holdings, Inc.91,786$59.7M0.20%−5,033−5.2%Reduced
Public Employees Retirement System of Ohio91,748$59.7M0.21%−1,106−1.2%Reduced
Caisse de Depot Et Placement du Quebec88,655$57.7M0.12%+33,155+59.7%Added
AMF Pensionsforsakring AB88,504$57.6M0.40%−67,092−43.1%Reduced
Mn Services Vermogensbeheer B.V.104,784$57.5M0.45%+104,784New
Truist Financial Corp88,290$57.5M0.09%+3,360+4.0%Added
Associated Banc-Corp88,030$57.3M2.27%−1,788−2.0%Reduced
Lazard Asset Management LLC85,844$55.9M0.06%+78,894+1,135.2%Added
State of New Jersey Common Pension Fund D83,584$54.4M0.18%−1,501−1.8%Reduced
Mackay Shields LLC81,694$53.2M0.50%+40,991+100.7%Added
M&G Investment Management Ltd81,300$52.9M0.28%−13,389−14.1%Reduced
BNP Paribas Arbitrage, SA80,515$52.4M0.10%−106,816−57.0%Reduced
Robeco Institutional Asset Management B.V.79,848$52.0M0.12%−10,520−11.6%Reduced
Marshall Wace North America L.P.79,773$51.9M0.22%−15,407−16.2%Reduced
Crosslink Capital Inc77,424$50.4M8.33%−22,704−22.7%Reduced
First Republic Investment Management, Inc.76,869$50.0M0.13%+8,536+12.5%Added
Squarepoint Ops LLC75,163$48.9M0.36%+30,647+68.8%Added
Korea Investment CORP73,400$47.8M0.14%+38,700+111.5%Added
Mackenzie Financial Corp73,347$47.7M0.07%+5,683+8.4%Added
LPL Financial LLC70,282$45.7M0.05%+12,947+22.6%Added
SEI Investments Co68,749$45.0M0.10%+611+0.9%Added
Asset Management One Co.,Ltd.68,237$44.4M0.17%−4,596−6.3%Reduced
Wolverine Trading, LLC66,393$43.3M1.17%+30,318+84.0%Added
Arrowstreet Capital, Limited Partnership66,109$43.0M0.05%−35,502−34.9%Reduced
Glenmede Trust Co NA66,015$43.0M0.22%−13,167−16.6%Reduced
Two Sigma Investments, LP65,826$42.8M0.11%+65,826New
Oregon Public Employees Retirement Fund65,538$42.6M0.48%−14,010−17.6%Reduced
KBC Group NV65,382$42.5M0.15%−910−1.4%Reduced
Janney Montgomery Scott LLC65,051$42.3M0.19%−7,915−10.8%Reduced
Nisa Investment Advisors, LLC63,669$41.4M0.26%−1,987−3.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.63,325$41.2M0.22%+4,509+7.7%Added
Acadian Asset Management LLC62,906$40.9M0.15%+42,425+207.1%Added
ARS Investment Partners, LLC62,159$40.4M4.12%+142+0.2%Added
Parallax Volatility Advisers, L.P.62,042$40.4M0.51%−128,921−67.5%Reduced
NZS Capital, LLC61,461$40.0M3.68%+61,461New
Stifel Financial Corp61,114$39.8M0.06%−1,411−2.3%Reduced
Treasurer of the State of North Carolina59,978$39.0M0.23%−440−0.7%Reduced
Northwestern Mutual Wealth Management Co59,088$38.5M0.07%+3,700+6.7%Added
Marlowe Partners LP58,273$37.9M24.66%−6,623−10.2%Reduced
Flputnam Investment Management Co56,641$36.9M1.27%−395−0.7%Reduced
Braun Stacey Associates Inc55,774$36.3M1.41%−1,763−3.1%Reduced
American International Group, Inc.55,685$36.2M0.15%−1,557−2.7%Reduced
Dana Investment Advisors, Inc.55,585$36.2M1.61%−145−0.3%Reduced
Vontobel Holding Ltd.54,705$35.7M0.31%+1,027+1.9%Added
FIL Ltd54,498$35.5M0.04%−98,920−64.5%Reduced
TCW Group Inc54,470$35.4M0.31%−1,508−2.7%Reduced
PEAK6 Investments LLC53,929$35.1M0.94%+53,929New
Arvest Bank Trust Division53,521$34.8M1.92%−786−1.4%Reduced
Royal London Asset Management Ltd52,735$34.3M0.14%−2,056−3.8%Reduced
NN Investment Partners Holdings N.V.52,437$34.1M0.18%+3,929+8.1%Added
Retirement Systems of Alabama52,171$33.9M0.12%−1,131−2.1%Reduced
Renaissance Group LLC51,583$33.6M1.41%−2,730−5.0%Reduced
Mariner, LLC51,544$33.5M0.21%+11,904+30.0%Added
Bank of Nova Scotia51,187$33.3M0.06%+15,526+43.5%Added
AMP Capital Investors Ltd49,484$32.2M0.15%−665−1.3%Reduced
Erste Asset Management GmbH49,487$32.2M0.64%+6,243+14.4%Added
Aviva PLC48,804$31.8M0.14%+1,095+2.3%Added
Clark Capital Management Group, Inc.47,895$31.2M0.44%+1,238+2.7%Added
Jackson Wealth Management, LLC47,766$31.1M3.93%+20,833+77.4%Added
Candriam Luxembourg S.C.A.45,884$31.0M0.21%+32,010+230.7%Added
Badgley Phelps & Bell Inc46,398$30.2M1.12%+2,387+5.4%Added
Man Group plc46,110$30.0M0.11%+21,333+86.1%Added
Assenagon Asset Management S.A.45,847$29.8M0.13%−62,929−57.9%Reduced
US Bancorp45,797$29.8M0.06%+102+0.2%Added