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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 6 sales; 3,142 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 institutionsQ2 2026: 3,142 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 20263,142$463.5B
Q1 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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
Profund Advisors LLC20,367$11.6M0.39%+1,657+8.9%Added
Churchill Management Corp20,556$11.7M0.18%+408+2.0%Added
Achmea Investment Management B.V.21,224$12.1M0.37%+606+2.9%Added
Commonwealth Equity Services, LLC21,572$12.3M0.03%+1,468+7.3%Added
Picton Mahoney Asset Management21,610$12.3M0.47%+1,782+9.0%Added
Linscomb & Williams, Inc.21,652$12.3M0.64%−1,670−7.2%Reduced
SG Americas Securities, LLC21,795$12.4M0.07%+13,788+172.2%Added
United Services Automobile Association21,823$12.4M0.22%00.0%Unchanged
Foster Victor Wealth Advisors, LLC21,843$12.4M1.99%+1,905+9.6%Added
Mackay Shields LLC21,869$12.4M0.12%−59,825−73.2%Reduced
Texas Permanent School Fund22,016$12.5M0.15%−1,677−7.1%Reduced
Dai-Ichi Life Insurance Company, Ltd22,454$12.8M0.17%−1,748−7.2%Reduced
Mutual of America Capital Management LLC22,633$12.9M0.13%+62+0.3%Added
American Century Companies Inc22,756$13.0M0.01%+9,102+66.7%Added
APG Asset Management N.V.26,711$13.1M0.02%−15,500−36.7%Reduced
Metropolitan Life Insurance Co23,178$13.2M0.19%−781−3.3%Reduced
Rheos Capital Works Inc.23,200$13.2M0.68%00.0%Unchanged
Transform Wealth, LLC23,326$13.3M1.52%+155+0.7%Added
Kiwi Wealth Investments Limited Partnership23,526$13.4M0.68%−7,175−23.4%Reduced
Harber Asset Management LLC23,619$13.4M3.23%+468+2.0%Added
Public Sector Pension Investment Board24,044$13.7M0.08%+1,690+7.6%Added
Private Advisor Group, LLC24,054$13.7M0.09%+6,782+39.3%Added
Public Employees Retirement Association of Colorado24,161$13.8M0.06%−57−0.2%Reduced
Tredje AP-fonden24,393$13.9M0.29%−15,000−38.1%Reduced
Steel Peak Wealth Management LLC24,668$14.0M0.96%+15,658+173.8%Added
United Capital Financial Advisers, LLC24,673$14.0M0.07%+1,599+6.9%Added
Swiss Life Asset Management Ltd24,734$14.1M0.20%−3,881−13.6%Reduced
Nippon Life Global Investors Americas, Inc.24,880$14.2M0.74%−1,600−6.0%Reduced
James Investment Research Inc25,025$14.2M1.32%−384−1.5%Reduced
Ensign Peak Advisors, Inc25,160$14.3M0.03%−4,312−14.6%Reduced
Utah Retirement Systems25,758$14.7M0.20%−1,434−5.3%Reduced
State Farm Mutual Automobile Insurance Co26,331$15.0M0.02%00.0%Unchanged
CIBC Asset Management Inc26,336$15.0M0.06%+345+1.3%Added
British Columbia Investment Management Corp26,396$15.0M0.09%−48−0.2%Reduced
Maplelane Capital, LLC26,501$15.1M1.06%+1,001+3.9%Added
Shelton Capital Management26,706$15.2M0.60%+2,780+11.6%Added
Comerica Bank28,000$15.6M0.09%−4,655−14.3%Reduced
Xponance, Inc.27,520$15.7M0.30%−697−2.5%Reduced
Gabelli Funds LLC27,900$15.9M0.11%−2,620−8.6%Reduced
Gulf International Bank (UK) Ltd28,038$16.0M0.21%−299−1.1%Reduced
CCM Investment Advisers LLC28,292$16.1M2.09%−408−1.4%Reduced
Fifth Third Bancorp28,398$16.2M0.07%−214−0.7%Reduced
Railway Pension Investments Ltd28,600$16.3M0.13%−400−1.4%Reduced
Burney Co28,615$16.3M0.76%−878−3.0%Reduced
Candriam Luxembourg S.C.A.29,490$16.8M0.11%−16,394−35.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S29,777$16.9M0.64%+11,516+63.1%Added
Cullen/Frost Bankers, Inc.29,905$17.0M0.34%+14,138+89.7%Added
Oak Grove Capital LLC30,161$17.2M3.83%+7,828+35.1%Added
AXA S.A.30,254$17.2M0.05%−10,910−26.5%Reduced
Northwest & Ethical Investments L.P.30,273$17.2M0.56%+17,898+144.6%Added
DnB Asset Management AS30,545$17.4M0.11%+9,504+45.2%Added
Tiaa, FSB30,548$17.4M0.06%−5,169−14.5%Reduced
Macquarie Group Ltd30,624$17.4M0.01%+404+1.3%Added
Chartwell Investment Partners, LLC30,669$17.5M0.54%+2,660+9.5%Added
State of Alaska, Department of Revenue30,787$17.5M0.18%+641+2.1%Added
ClariVest Asset Management LLC32,075$18.3M0.59%−10.0%Reduced
MetLife Investment Management32,186$18.3M0.16%−880−2.7%Reduced
Leuthold Group, LLC32,219$18.3M2.25%+90+0.3%Added
Panagora Asset Management Inc32,289$18.4M0.10%+16,041+98.7%Added
Todd Asset Management LLC32,289$18.4M0.42%+32,289New
Mercer Global Advisors Inc32,747$18.6M0.13%+4,429+15.6%Added
Amalgamated Bank32,885$18.7M0.16%−1,481−4.3%Reduced
Reilly Financial Advisors, LLC33,380$19.0M1.63%+714+2.2%Added
Jacobs Levy Equity Management, Inc33,391$19.0M0.13%−65,721−66.3%Reduced
Nomura Holdings Inc33,429$19.0M0.14%+29,588+770.3%Added
Baird Financial Group, Inc.34,542$19.7M0.05%+3,157+10.1%Added
National Asset Management, Inc.34,623$19.7M0.63%+2,013+6.2%Added
Lido Advisors, LLC34,777$19.8M0.44%+1,606+4.8%Added
Forsta Ap-Fonden35,000$19.9M0.23%+900+2.6%Added
Foundry Partners, LLC35,805$20.4M0.73%−475−1.3%Reduced
Twin Tree Management, LP35,879$20.4M0.61%+5,665+18.7%Added
Deroy & Devereaux Private Investment Counsel Inc35,926$20.4M1.60%−442−1.2%Reduced
Alberta Investment Management Corp36,331$20.7M0.18%00.0%Unchanged
Guardian Capital LP36,646$20.9M0.43%−202−0.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund36,688$20.9M0.05%−529−1.4%Reduced
Lazard Asset Management LLC36,894$21.0M0.02%−48,950−57.0%Reduced
HighTower Advisors, LLC36,840$21.0M0.06%+5,606+17.9%Added
State of Michigan Retirement System36,985$21.1M0.12%−100−0.3%Reduced
Natixis Advisors, L.P.37,151$21.1M0.09%+6,183+20.0%Added
McGuire Investment Group, LLC37,336$21.3M4.00%−1,734−4.4%Reduced
Handelsbanken Fonder AB37,370$21.3M0.11%−161−0.4%Reduced
Colony Group LLC37,382$21.3M0.41%+855+2.3%Added
Group One Trading, L.P.37,445$21.3M0.46%+21,316+132.2%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund37,537$21.4M0.20%−1,300−3.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.37,658$21.5M0.34%+56+0.1%Added
Capital Group Private Client Services, Inc.38,450$21.9M0.25%+38,450New
TCW Group Inc38,537$21.9M0.19%−15,933−29.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)38,748$22.1M0.12%−526−1.3%Reduced
Neville Rodie & Shaw Inc38,878$22.1M1.72%−557−1.4%Reduced
Guinness Asset Management LTD39,564$22.5M1.07%+3,894+10.9%Added
Arizona State Retirement System39,771$22.6M0.18%−268−0.7%Reduced
Westpac Banking Corp40,315$22.9M0.25%−1,481−3.5%Reduced
Capco Asset Management, LLC42,009$23.9M7.01%+541+1.3%Added
Adams Diversified Equity Fund, Inc.42,600$24.2M0.96%00.0%Unchanged
Advisor Group Holdings, Inc.42,651$24.3M0.05%+4,965+13.2%Added
Raymond James Financial Services Advisors, Inc.43,080$24.5M0.05%+986+2.3%Added
Teachers Retirement System of the State of Kentucky43,335$24.7M0.23%+32,200+289.2%Added
Glenmede Trust Co NA43,529$24.8M0.13%−22,486−34.1%Reduced
Aviva PLC43,590$24.8M0.11%−5,214−10.7%Reduced
AMP Capital Investors Ltd43,718$24.9M0.14%−5,766−11.7%Reduced