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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
Harbor Island Capital LLC45,158$29.4M14.62%00.0%Unchanged
PGGM Investments42,794$27.8M0.12%−4,535−9.6%Reduced
Adams Diversified Equity Fund, Inc.42,600$27.7M1.09%−2,000−4.5%Reduced
State of Tennessee, Treasury Department42,188$27.5M0.10%−22,288−34.6%Reduced
Thrivent Financial for Lutherans42,163$27.4M0.06%+704+1.7%Added
Raymond James Financial Services Advisors, Inc.42,094$27.4M0.06%+5,538+15.1%Added
Westpac Banking Corp41,796$27.2M0.27%−2,911−6.5%Reduced
Capco Asset Management, LLC41,468$27.0M7.90%+428+1.0%Added
AXA S.A.41,164$26.8M0.08%−28,567−41.0%Reduced
Arizona State Retirement System40,039$26.1M0.21%−543−1.3%Reduced
Neville Rodie & Shaw Inc39,435$25.7M1.98%+43+0.1%Added
Tredje AP-fonden39,393$25.6M0.54%−20,000−33.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)39,274$25.6M0.14%−901−2.2%Reduced
McGuire Investment Group, LLC39,070$25.4M4.82%−667−1.7%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund38,837$25.3M0.23%−3,000−7.2%Reduced
Capital Bank & Trust Co37,863$24.6M0.29%+1,374+3.8%Added
Advisor Group Holdings, Inc.37,686$24.5M0.05%−1,279−3.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.37,602$24.5M0.44%+5,501+17.1%Added
Handelsbanken Fonder AB37,531$24.4M0.13%−1,163−3.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund37,217$24.2M0.05%+32,396+672.0%Added
Prudential PLC37,121$24.2M0.22%−78,934−68.0%Reduced
State of Michigan Retirement System37,085$24.1M0.14%−3,200−7.9%Reduced
Guardian Capital LP36,848$24.0M0.47%+150.0%Added
Colony Group LLC36,527$23.8M0.47%+204+0.6%Added
Bridgewater Associates, LP36,506$23.8M0.15%+36,506New
Deroy & Devereaux Private Investment Counsel Inc36,368$23.7M1.78%−153−0.4%Reduced
Alberta Investment Management Corp36,331$23.6M0.20%00.0%Unchanged
Foundry Partners, LLC36,280$23.6M0.81%−4,820−11.7%Reduced
Tiaa, FSB35,717$23.2M0.08%−766−2.1%Reduced
Guinness Asset Management LTD35,670$23.2M1.28%+590+1.7%Added
APG Asset Management N.V.42,211$23.2M0.04%+1,911+4.7%Added
Amalgamated Bank34,366$22.4M0.18%+25,583+291.3%Added
Forsta Ap-Fonden34,100$22.2M0.26%+2,400+7.6%Added
CIBC World Markets Inc.33,902$22.1M0.06%−241,641−87.7%Reduced
Lido Advisors, LLC33,171$21.6M0.53%−332−1.0%Reduced
MetLife Investment Management33,066$21.5M0.19%−990−2.9%Reduced
Reilly Financial Advisors, LLC32,666$21.3M1.72%−5,517−14.4%Reduced
National Asset Management, Inc.32,610$21.2M0.69%−2,405−6.9%Reduced
Veracity Capital LLC32,416$21.1M4.94%+32,416New
Soros Capital Management LLC32,176$20.9M2.69%−6,113−16.0%Reduced
Leuthold Group, LLC32,129$20.9M2.57%−574−1.8%Reduced
ClariVest Asset Management LLC32,076$20.9M0.69%−1,700−5.0%Reduced
Baird Financial Group, Inc.31,385$20.4M0.05%+540+1.8%Added
HighTower Advisors, LLC31,234$20.4M0.06%+6,923+28.5%Added
Natixis Advisors, L.P.30,968$20.2M0.10%−1,466−4.5%Reduced
Kiwi Wealth Investments Limited Partnership30,701$20.0M1.03%+6,611+27.4%Added
Gabelli Funds LLC30,520$19.9M0.13%00.0%Unchanged
Macquarie Group Ltd30,220$19.7M0.02%+13,409+79.8%Added
Twin Tree Management, LP30,214$19.7M0.59%+11,172+58.7%Added
State of Alaska, Department of Revenue30,146$19.6M0.20%−9,216−23.4%Reduced
MUFG Securities EMEA plc30,000$19.5M0.21%+21,000+233.3%Added
Heard Capital LLC29,850$19.4M4.43%+4,121+16.0%Added
Burney Co29,493$19.2M0.89%−454−1.5%Reduced
Ensign Peak Advisors, Inc29,472$19.2M0.04%−88,090−74.9%Reduced
Railway Pension Investments Ltd29,000$18.9M0.16%00.0%Unchanged
Comerica Bank32,655$18.8M0.11%−1,483−4.3%Reduced
CCM Investment Advisers LLC28,700$18.7M2.39%−4,472−13.5%Reduced
Fifth Third Bancorp28,612$18.6M0.08%−397−1.4%Reduced
Gulf International Bank (UK) Ltd28,337$18.4M0.24%−100−0.4%Reduced
Mercer Global Advisors Inc28,318$18.4M0.14%+1,386+5.1%Added
Xponance, Inc.28,217$18.4M0.34%+7,262+34.7%Added
Capitolis Advisors LLC28,143$18.3M0.22%+25,628+1,019.0%Added
Chartwell Investment Partners, LLC28,009$18.2M0.54%−882−3.1%Reduced
Utah Retirement Systems27,192$17.7M0.23%−276−1.0%Reduced
QS Investors, LLC26,823$17.5M0.21%−4,689−14.9%Reduced
Nippon Life Global Investors Americas, Inc.26,480$17.2M0.86%−2,410−8.3%Reduced
British Columbia Investment Management Corp26,444$17.2M0.11%+2,812+11.9%Added
State Farm Mutual Automobile Insurance Co26,331$17.1M0.02%00.0%Unchanged
CIBC Asset Management Inc25,991$16.9M0.07%+654+2.6%Added
Citadel Advisors LLC25,867$16.8M0.02%−76,498−74.7%Reduced
Maplelane Capital, LLC25,500$16.6M1.29%+2,000+8.5%Added
James Investment Research Inc25,409$16.5M1.42%−473−1.8%Reduced
Public Employees Retirement Association of Colorado24,218$15.8M0.07%−1,675−6.5%Reduced
Dai-Ichi Life Insurance Company, Ltd24,202$15.7M0.20%+3,285+15.7%Added
Metropolitan Life Insurance Co23,959$15.6M0.22%−836−3.4%Reduced
Shelton Capital Management23,926$15.6M0.59%−23,926−50.0%Reduced
Texas Permanent School Fund23,693$15.4M0.18%−170−0.7%Reduced
CIBC World Markets Corp23,539$15.3M0.11%−507,053−95.6%Reduced
Swiss Life Asset Management Ltd28,615$15.2M0.20%−5,390−15.9%Reduced
Linscomb & Williams, Inc.23,322$15.2M0.78%−450−1.9%Reduced
Rheos Capital Works Inc.23,200$15.1M0.76%00.0%Unchanged
Transform Wealth, LLC23,171$15.1M1.84%+11,394+96.7%Added
Harber Asset Management LLC23,151$15.1M3.57%+2,658+13.0%Added
United Capital Financial Advisers, LLC23,074$15.0M0.08%+424+1.9%Added
Mutual of America Capital Management LLC22,571$14.7M0.14%+266+1.2%Added
Public Sector Pension Investment Board22,354$14.5M0.09%+8,830+65.3%Added
Oak Grove Capital LLC22,333$14.5M3.36%+7,734+53.0%Added
United Services Automobile Association21,823$14.2M0.26%−642−2.9%Reduced
Marvin & Palmer Associates Inc21,396$13.9M5.69%−534−2.4%Reduced
DnB Asset Management AS21,041$13.7M0.09%+954+4.7%Added
Achmea Investment Management B.V.20,618$13.4M0.46%−2,303−10.0%Reduced
Credit Agricole S A20,310$13.2M0.44%+2,265+12.6%Added
Churchill Management Corp20,148$13.1M0.19%+424+2.1%Added
Commonwealth Equity Services, LLC20,104$13.1M0.03%+3,312+19.7%Added
Advisory Research Inc20,094$13.1M0.86%+5,714+39.7%Added
Foster Victor Wealth Advisors, LLC19,938$13.0M2.17%+1,044+5.5%Added
Exencial Wealth Advisors, LLC19,836$12.9M0.70%+914+4.8%Added
Picton Mahoney Asset Management19,828$12.9M0.47%+4,239+27.2%Added
Meritage Portfolio Management19,366$12.6M0.76%−234−1.2%Reduced
IFM Investors Pty Ltd19,350$12.6M0.26%+3,602+22.9%Added