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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
Spire Wealth Management18,984$12.3M0.33%+533+2.9%Added
Key Square Capital Management LLC18,746$12.2M2.50%+18,746New
Profund Advisors LLC18,710$12.2M0.41%−390−2.0%Reduced
Prime Capital Investment Advisors, LLC18,301$11.9M0.69%+776+4.4%Added
BI Asset Management Fondsmaeglerselskab A/S18,261$11.9M0.46%+6,665+57.5%Added
Qube Research & Technologies Ltd17,875$11.6M0.15%+17,875New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,869$11.6M0.13%−40.0%Reduced
Steward Partners Investment Advisory, LLC17,795$11.6M0.20%+6,999+64.8%Added
Alexandria Capital, LLC17,789$11.6M1.07%−136−0.8%Reduced
Amica Mutual Insurance Co17,559$11.4M1.20%−2,963−14.4%Reduced
Daiwa Securities Group Inc.16,933$11.4M0.08%−315−1.8%Reduced
Private Advisor Group, LLC17,272$11.2M0.10%−1,756−9.2%Reduced
Nissay Asset Management Corp17,107$11.1M0.10%−184−1.1%Reduced
J.P. Marvel Investment Advisors, LLC17,062$11.1M2.36%−60−0.4%Reduced
Swarthmore Group Inc16,693$10.9M2.80%−2,895−14.8%Reduced
Cambridge Investment Research Advisors, Inc.16,577$10.8M0.05%−934−5.3%Reduced
Louisiana State Employees Retirement System16,300$10.6M0.26%00.0%Unchanged
Cable Hill Partners, LLC16,252$10.6M2.52%00.0%Unchanged
Panagora Asset Management Inc16,248$10.6M0.06%+6,582+68.1%Added
Group One Trading, L.P.16,129$10.5M0.20%+16,129New
YHB Investment Advisors, Inc.16,077$10.5M0.89%−205−1.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.16,059$10.4M0.05%+13,175+456.8%Added
FourThought Financial, LLC15,821$10.3M1.38%−3,244−17.0%Reduced
Hartford Investment Management Co15,817$10.3M0.26%−382−2.4%Reduced
Atria Investments LLC15,788$10.3M0.20%−2,494−13.6%Reduced
Cullen/Frost Bankers, Inc.15,767$10.3M0.21%−325−2.0%Reduced
Hosking Partners LLP15,496$10.1M0.22%−182−1.2%Reduced
Fuller & Thaler Asset Management, Inc.15,365$10.0M0.06%−1,096−6.7%Reduced
Elemental Capital Partners LLC15,695$9.82M8.08%+90+0.6%Added
Meeder Asset Management Inc14,780$9.62M0.45%+6,150+71.3%Added
Advisory Services Network, LLC14,718$9.58M0.30%+834+6.0%Added
Kovitz Investment Group Partners, LLC14,648$9.53M0.19%−85−0.6%Reduced
BTC Capital Management, Inc.14,357$9.34M1.06%−1,962−12.0%Reduced
Totem Point Management, LLC14,323$9.32M4.67%+3,945+38.0%Added
ING Groep NV14,228$9.26M0.15%+4,766+50.4%Added
NewEdge Wealth, LLC14,200$9.24M0.71%+6,260+78.8%Added
Gyroscope Capital Management Group, LLC13,791$8.97M3.16%−661−4.6%Reduced
Banque Pictet & Cie SA13,776$8.96M0.10%−612−4.3%Reduced
L & S Advisors Inc13,757$8.95M0.96%+2,841+26.0%Added
Maple Capital Management, Inc.15,395$8.94M1.08%+15,395New
Rockefeller Capital Management L.P.13,661$8.89M0.05%+5,335+64.1%Added
American Century Companies Inc13,654$8.88M0.01%−52,172−79.3%Reduced
D. E. Shaw & Co., Inc.13,550$8.82M0.01%+8,749+182.2%Added
Norinchukin Bank, The13,452$8.75M0.13%+168+1.3%Added
Aptus Capital Advisors, LLC13,309$8.66M0.39%+536+4.2%Added
Horizon Investment Services, LLC13,294$8.65M4.25%−311−2.3%Reduced
Mount Yale Investment Advisors, LLC13,284$8.64M1.05%−749−5.3%Reduced
Gateway Investment Advisers LLC13,261$8.63M0.09%−480−3.5%Reduced
Westfield Capital Management Co LP13,185$8.58M0.05%+540+4.3%Added
Eagle Asset Management Inc12,914$8.40M0.04%+134+1.0%Added
Baker Ellis Asset Management LLC12,907$8.40M1.65%+50+0.4%Added
Pacer Advisors, Inc.12,835$8.35M0.12%−392−3.0%Reduced
M&T Bank Corp12,664$8.24M0.04%−2,146−14.5%Reduced
Securian Asset Management, Inc12,553$8.17M0.17%−100−0.8%Reduced
Advisors Asset Management, Inc.12,540$8.16M0.12%−2,077−14.2%Reduced
Conning Inc.12,485$8.12M0.24%−239−1.9%Reduced
Ziegler Capital Management, LLC12,477$8.12M0.27%−790−6.0%Reduced
Texas Capital Bank Wealth Management Services Inc12,416$8.08M1.01%+1,250+11.2%Added
Zacks Investment Management12,401$8.07M0.13%+881+7.6%Added
Northwest & Ethical Investments L.P.12,375$8.05M0.26%−580−4.5%Reduced
BP PLC12,351$8.03M0.34%−4,896−28.4%Reduced
Pallas Capital Advisors LLC12,322$8.01M1.12%+972+8.6%Added
Creative Planning12,019$7.82M0.01%−2,843−19.1%Reduced
Bornite Capital Management LP12,000$7.81M3.49%+12,000New
First Horizon Corp11,938$7.77M0.70%−167−1.4%Reduced
Baker Avenue Asset Management, LP11,887$7.74M0.45%+103+0.9%Added
Socorro Asset Management LP11,838$7.70M2.51%+2,118+21.8%Added
Guinness Atkinson Asset Management Inc11,800$7.68M3.40%00.0%Unchanged
Cetera Investment Advisers11,662$7.59M0.12%+716+6.5%Added
Means Investment Co., Inc.11,628$7.57M1.51%+698+6.4%Added
Clough Capital Partners L P11,535$7.51M0.42%−32,195−73.6%Reduced
TD Private Client Wealth LLC11,482$7.47M0.32%−666−5.5%Reduced
Sustainable Insight Capital Management, LLC11,381$7.41M4.39%−2,272−16.6%Reduced
People's United Financial, Inc.11,344$7.38M0.17%+7,604+203.3%Added
ExodusPoint Capital Management, LP11,256$7.32M0.11%+11,256New
B. Metzler seel. Sohn & Co. Holding AG11,239$7.31M0.11%+197+1.8%Added
Crossmark Global Holdings, Inc.11,227$7.30M0.17%+74+0.7%Added
Bank of the West11,219$7.30M0.74%−509−4.3%Reduced
Illinois Municipal Retirement Fund11,193$7.28M0.30%−4,563−29.0%Reduced
Teachers Retirement System of the State of Kentucky11,135$7.25M0.07%00.0%Unchanged
Bailard, Inc.11,048$7.19M0.25%+6+0.1%Added
Breiter Capital Management Inc10,958$7.13M3.83%+14+0.1%Added
Bridgeway Capital Management, LLC10,950$7.13M0.13%+4,750+76.6%Added
NFJ Investment Group, LLC10,827$7.04M0.13%−1,294−10.7%Reduced
Sitrin Capital Management LLC10,761$7.00M3.15%−242−2.2%Reduced
Wealth Enhancement Advisory Services, LLC11,420$6.97M0.11%+11,420New
Terry L. Blaker10,662$6.94M0.45%+26+0.2%Added
Nicholas Investment Partners, LP10,580$6.88M0.43%−1,352−11.3%Reduced
Violich Capital Management, Inc.10,545$6.86M1.15%+15+0.1%Added
Shell Asset Management Co10,471$6.81M0.13%−1,042−9.1%Reduced
Hohimer Wealth Management, LLC10,437$6.79M1.39%+991+10.5%Added
Harel Insurance Investments & Financial Services Ltd.3,435$6.77M0.17%+2,519+275.0%Added
Cinctive Capital Management LP10,407$6.77M0.37%−3,364−24.4%Reduced
NWK Group, Inc.10,384$6.76M2.70%+10,384New
Systematic Alpha Investments, LLC10,889$6.72M0.31%+10.0%Added
Baldwin Investment Management, LLC10,321$6.72M1.14%+115+1.1%Added
Maryland State Retirement & Pension System10,797$6.71M0.22%−163−1.5%Reduced
Seizert Capital Partners, LLC10,303$6.70M0.32%−350−3.3%Reduced
Great Lakes Advisors, LLC10,226$6.65M0.10%−150−1.4%Reduced
NJ State Employees Deferred Compensation Plan10,225$6.65M0.88%00.0%Unchanged