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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, Q3 2021

Institutional positions in Lam Research Corp as of Sep 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
1,301
−1 vs. Q2 2021
Shares held
115.5M
−658.3K (−0.6%) vs. Q2 2021
Total value
$65.8B
−$9.80B (−13.0%) vs. Q2 2021
New holders
122
510 more added
Sold out
123
463 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,301 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 heldQ3 2021: $65.8B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2021.

Institutions holding LRCX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Knights of Columbus Asset Advisors LLC9,819$5.59M0.50%−91−0.9%Reduced
Vestor Capital, LLC9,949$5.66M0.59%+9,949New
Andra AP-fonden10,000$5.69M0.12%−200−2.0%Reduced
Ilmarinen Mutual Pension Insurance Co10,000$5.69M0.06%00.0%Unchanged
Cetera Investment Advisers10,040$5.71M0.09%−1,622−13.9%Reduced
Breiter Capital Management Inc10,047$5.72M3.27%−911−8.3%Reduced
Hohimer Wealth Management, LLC10,124$5.76M1.21%−313−3.0%Reduced
Seizert Capital Partners, LLC10,181$5.79M0.27%−122−1.2%Reduced
NJ State Employees Deferred Compensation Plan10,225$5.82M0.79%00.0%Unchanged
Baldwin Investment Management, LLC10,252$5.83M1.02%−69−0.7%Reduced
TD Private Client Wealth LLC10,271$5.85M0.25%−1,211−10.5%Reduced
Sustainable Insight Capital Management, LLC10,299$5.86M3.76%−1,082−9.5%Reduced
Violich Capital Management, Inc.10,580$6.02M0.97%+35+0.3%Added
NFJ Investment Group, LLC10,604$6.04M0.12%−223−2.1%Reduced
Nicholas Investment Partners, LP10,634$6.05M0.44%+54+0.5%Added
GWM Advisors LLC10,640$6.06M0.15%+861+8.8%Added
Fiduciary Trust Co10,677$6.08M0.11%+513+5.0%Added
Sitrin Capital Management LLC10,750$6.12M2.93%−11−0.1%Reduced
Systematic Alpha Investments, LLC10,889$6.14M0.27%00.0%Unchanged
NWK Group, Inc.10,784$6.14M2.44%+400+3.9%Added
Maryland State Retirement & Pension System10,797$6.20M0.18%00.0%Unchanged
Bailard, Inc.10,982$6.25M0.21%−66−0.6%Reduced
Terry L. Blaker11,145$6.34M0.40%+483+4.5%Added
PFS Investments Inc.10,457$6.37M0.13%+1,186+12.8%Added
Bridgeway Capital Management, LLC11,450$6.52M0.12%+500+4.6%Added
Prime Capital Investment Advisors, LLC11,718$6.67M0.42%−6,583−36.0%Reduced
L & S Advisors Inc11,734$6.68M0.72%−2,023−14.7%Reduced
Pallas Capital Advisors LLC11,492$6.68M0.73%−830−6.7%Reduced
Crossmark Global Holdings, Inc.11,797$6.71M0.16%+570+5.1%Added
Gotham Asset Management, LLC11,883$6.76M0.27%+4,718+65.8%Added
Advisors Asset Management, Inc.11,921$6.79M0.10%−619−4.9%Reduced
Means Investment Co., Inc.12,124$6.90M1.36%+496+4.3%Added
Guinness Atkinson Asset Management Inc12,172$6.93M3.22%+372+3.2%Added
Baker Avenue Asset Management, LP12,188$6.94M0.40%+301+2.5%Added
Ziegler Capital Management, LLC12,220$6.96M0.25%−257−2.1%Reduced
First Horizon Advisors, Inc.12,263$6.98M0.23%+11,966+4,029.0%Added
Creative Planning12,321$7.01M0.01%+302+2.5%Added
Baker Ellis Asset Management LLC12,853$7.03M1.35%−54−0.4%Reduced
M&T Bank Corp12,348$7.03M0.03%−316−2.5%Reduced
Cozad Asset Management Inc12,377$7.04M1.10%+3,475+39.0%Added
People's United Financial, Inc.12,394$7.05M0.16%+1,050+9.3%Added
Securian Asset Management, Inc12,453$7.09M0.15%−100−0.8%Reduced
Atria Investments LLC12,470$7.10M0.13%−3,318−21.0%Reduced
Conning Inc.12,743$7.25M0.21%+258+2.1%Added
Westfield Capital Management Co LP12,975$7.38M0.04%−210−1.6%Reduced
Horizon Investment Services, LLC13,050$7.43M3.66%−244−1.8%Reduced
Cambridge Investment Research Advisors, Inc.13,191$7.51M0.04%−3,386−20.4%Reduced
Gateway Investment Advisers LLC13,243$7.54M0.08%−18−0.1%Reduced
Pacer Advisors, Inc.13,501$7.68M0.10%+666+5.2%Added
Socorro Asset Management LP13,532$7.70M2.17%+1,694+14.3%Added
Credit Agricole S A13,545$7.71M0.28%−6,765−33.3%Reduced
CIBC World Markets Corp13,629$7.76M0.05%−9,910−42.1%Reduced
Bank of the West13,682$7.79M0.81%+2,463+22.0%Added
Squarepoint Ops LLC13,695$7.79M0.05%−61,468−81.8%Reduced
Banque Pictet & Cie SA13,768$7.84M0.08%−8−0.1%Reduced
Daiwa Securities Group Inc.13,565$7.93M0.05%−3,368−19.9%Reduced
Hosking Partners LLP13,966$7.95M0.20%−1,530−9.9%Reduced
Hartford Investment Management Co14,109$8.03M0.22%−1,708−10.8%Reduced
Norinchukin Bank, The14,267$8.12M0.11%+815+6.1%Added
BTC Capital Management, Inc.14,298$8.14M0.91%−59−0.4%Reduced
Aptus Capital Advisors, LLC14,453$8.23M0.32%+1,144+8.6%Added
ING Groep NV14,600$8.31M0.11%+372+2.6%Added
Rockefeller Capital Management L.P.14,630$8.33M0.04%+969+7.1%Added
Kovitz Investment Group Partners, LLC14,881$8.47M0.17%+233+1.6%Added
B. Metzler seel. Sohn & Co. Holding AG14,941$8.50M0.12%+3,702+32.9%Added
Cinctive Capital Management LP14,993$8.53M0.47%+4,586+44.1%Added
Bokf, NA15,006$8.54M0.15%+15,006New
Illinois Municipal Retirement Fund15,013$8.54M0.31%+3,820+34.1%Added
Elemental Capital Partners LLC15,775$8.71M7.28%+80+0.5%Added
FourThought Financial, LLC15,331$8.72M1.17%−490−3.1%Reduced
Fuller & Thaler Asset Management, Inc.15,410$8.77M0.06%+45+0.3%Added
Advisory Services Network, LLC15,488$8.81M0.28%+770+5.2%Added
Maple Capital Management, Inc.15,779$8.98M1.14%+384+2.5%Added
NewEdge Wealth, LLC16,094$9.16M0.55%+1,894+13.3%Added
Louisiana State Employees Retirement System16,200$9.22M0.22%−100−0.6%Reduced
YHB Investment Advisors, Inc.16,218$9.23M0.80%+141+0.9%Added
Cable Hill Partners, LLC16,247$9.25M2.22%−50.0%Reduced
Cypress Capital, LLC16,337$9.30M1.18%+16,337New
Natixis16,720$9.52M0.03%+13,880+488.7%Added
J.P. Marvel Investment Advisors, LLC17,042$9.70M2.92%−20−0.1%Reduced
Nissay Asset Management Corp17,518$9.97M0.08%+411+2.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,858$10.2M0.12%−11−0.1%Reduced
CIBC World Markets Inc.17,933$10.2M0.04%−15,969−47.1%Reduced
Pinebridge Investments, L.P.18,021$10.3M0.12%+12,402+220.7%Added
Alexandria Capital, LLC18,152$10.3M0.96%+363+2.0%Added
Steward Partners Investment Advisory, LLC18,241$10.4M0.18%+446+2.5%Added
Liontrust Investment Partners LLP18,300$10.4M0.14%+18,300New
PEAK6 Investments LLC18,655$10.6M0.21%−35,274−65.4%Reduced
Capstone Investment Advisors, LLC18,702$10.6M0.19%+16,884+928.7%Added
Amica Mutual Insurance Co18,966$10.8M1.13%+1,407+8.0%Added
Exencial Wealth Advisors, LLC19,002$10.8M0.47%−834−4.2%Reduced
Texas Capital Bank Wealth Management Services Inc19,058$10.8M1.11%+6,642+53.5%Added
Swarthmore Group Inc16,693$10.9M2.80%00.0%Unchanged
Acadian Asset Management LLC19,127$10.9M0.04%−43,779−69.6%Reduced
IFM Investors Pty Ltd19,405$11.0M0.23%+55+0.3%Added
Meritage Portfolio Management19,587$11.1M0.67%+221+1.1%Added
Advisory Research Inc19,800$11.3M0.72%−294−1.5%Reduced
Optimus Prime Fund Management Co., Ltd.20,000$11.4M0.81%+20,000New
Marvin & Palmer Associates Inc20,041$11.4M4.63%−1,355−6.3%Reduced
Spire Wealth Management20,140$11.5M0.30%+1,156+6.1%Added