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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
USS Investment Management Ltd43,961$25.0M0.22%−112,060−71.8%Reduced
Heard Capital LLC44,077$25.1M4.87%+14,227+47.7%Added
Citadel Advisors LLC44,317$25.2M0.03%+18,450+71.3%Added
Harbor Island Capital LLC45,158$25.7M13.54%00.0%Unchanged
First Republic Investment Management, Inc.46,970$26.7M0.07%−29,899−38.9%Reduced
Clearbridge Investments, LLC46,992$26.7M0.02%−228,932−83.0%Reduced
Korea Investment CORP47,400$27.0M0.08%−26,000−35.4%Reduced
Badgley Phelps Wealth Managers, LLC47,641$27.1M0.98%+47,641New
US Bancorp48,336$27.5M0.05%+2,539+5.5%Added
Retirement Systems of Alabama48,937$27.9M0.10%−3,234−6.2%Reduced
Clark Capital Management Group, Inc.49,397$28.1M0.38%+1,502+3.1%Added
Royal London Asset Management Ltd50,583$28.8M0.12%−2,152−4.1%Reduced
Vontobel Holding Ltd.50,819$28.9M0.26%−3,886−7.1%Reduced
Teacher Retirement System of Texas51,372$29.2M0.16%−43,435−45.8%Reduced
Renaissance Group LLC51,558$29.3M1.27%−250.0%Reduced
Arvest Bank Trust Division52,280$29.8M1.67%−1,241−2.3%Reduced
Man Group plc52,577$29.9M0.11%+6,467+14.0%Added
SEI Investments Co53,445$30.6M0.06%−15,304−22.3%Reduced
NN Investment Partners Holdings N.V.53,728$30.6M0.17%+1,291+2.5%Added
Braun Stacey Associates Inc54,457$31.0M1.24%−1,317−2.4%Reduced
American International Group, Inc.55,029$31.3M0.17%−656−1.2%Reduced
Janney Montgomery Scott LLC55,129$31.4M0.13%−9,922−15.3%Reduced
Mariner, LLC55,520$31.6M0.16%+3,976+7.7%Added
NZS Capital, LLC55,637$31.7M3.13%−5,824−9.5%Reduced
Dana Investment Advisors, Inc.56,432$32.1M1.45%+847+1.5%Added
PGGM Investments57,821$32.9M0.17%+15,027+35.1%Added
Marlowe Partners LP58,273$33.2M19.74%00.0%Unchanged
Flputnam Investment Management Co58,403$33.2M1.13%+1,762+3.1%Added
Employees Provident Fund Board60,000$34.1M0.56%+60,000New
Treasurer of the State of North Carolina60,154$34.2M0.20%+176+0.3%Added
Erste Asset Management GmbH61,186$35.0M0.69%+11,699+23.6%Added
Northwestern Mutual Wealth Management Co61,554$35.0M0.06%+2,466+4.2%Added
Oregon Public Employees Retirement Fund61,757$35.1M0.40%−3,781−5.8%Reduced
ARS Investment Partners, LLC62,514$35.6M3.56%+355+0.6%Added
Blue Whale Capital LLP66,000$37.6M3.57%+66,000New
Thrivent Financial for Lutherans66,054$37.6M0.08%+23,891+56.7%Added
Asset Management One Co.,Ltd.68,275$38.9M0.15%+38+0.1%Added
Nisa Investment Advisors, LLC68,912$39.2M0.24%+5,243+8.2%Added
Stifel Financial Corp70,542$40.2M0.06%+9,428+15.4%Added
Voya Investment Management LLC70,584$40.2M0.08%−317,713−81.8%Reduced
KBC Group NV71,344$40.6M0.15%+5,962+9.1%Added
LPL Financial LLC71,401$40.6M0.04%+1,119+1.6%Added
Mackenzie Financial Corp72,014$41.0M0.06%−1,333−1.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72,183$41.1M0.20%+8,858+14.0%Added
Robeco Institutional Asset Management B.V.73,208$41.7M0.09%−6,640−8.3%Reduced
Calamos Advisors LLC73,763$42.0M0.20%−19,999−21.3%Reduced
Caisse de Depot Et Placement du Quebec75,908$43.2M0.09%−12,747−14.4%Reduced
Crosslink Capital Inc77,194$43.9M7.93%−230−0.3%Reduced
State of Tennessee, Treasury Department79,470$45.2M0.18%+37,282+88.4%Added
Rokos Capital Management LLP82,715$47.4M7.14%+82,715New
Standard Life Aberdeen plc83,170$47.5M0.11%−16,773−16.8%Reduced
State of New Jersey Common Pension Fund D83,878$47.7M0.15%+294+0.4%Added
Truist Financial Corp85,626$48.7M0.08%−2,664−3.0%Reduced
Huntington National Bank85,796$48.8M0.49%−41,354−32.5%Reduced
M&G Investment Management Ltd87,333$49.7M0.24%+6,033+7.4%Added
Chevy Chase Trust Holdings, Inc.88,482$50.4M0.18%−3,304−3.6%Reduced
Toronto Dominion Bank88,766$50.5M0.08%−19,993−18.4%Reduced
Public Employees Retirement System of Ohio92,348$52.6M0.19%+600+0.7%Added
Arrowstreet Capital, Limited Partnership93,654$53.3M0.07%+27,545+41.7%Added
AMF Pensionsforsakring AB93,758$53.4M0.39%+5,254+5.9%Added
Eaton Vance Management97,943$53.5M0.07%+1,203+1.2%Added
Schroder Investment Management Group94,248$53.6M0.09%−68,100−41.9%Reduced
Agf Investments Inc.94,474$53.8M0.41%−21,918−18.8%Reduced
Associated Banc-Corp97,059$55.2M2.18%+9,029+10.3%Added
Capital International Inc97,259$55.4M0.53%−15,742−13.9%Reduced
Castleark Management LLC97,670$55.6M2.13%−13,245−11.9%Reduced
CastleArk Alternatives, LLC97,670$55.6M2.13%+97,670New
Putnam Investments LLC99,471$56.6M0.09%+100+0.1%Added
Storebrand Asset Management AS99,683$56.7M0.28%−12,731−11.3%Reduced
Ci Investments Inc.100,626$57.3M0.21%+1,745+1.8%Added
RWC Asset Management LLP101,131$57.6M1.76%00.0%Unchanged
Russell Investments Group, Ltd.101,694$57.8M0.10%−32,506−24.2%Reduced
HM Payson & Co101,974$58.0M1.41%+5,088+5.3%Added
Los Angeles Capital Management LLC105,206$59.9M0.27%−82,694−44.0%Reduced
Ardevora Asset Management LLP105,473$60.0M0.76%+4,600+4.6%Added
Worldquant Millennium Advisors LLC106,780$60.8M1.33%+105,616+9,073.5%Added
Mn Services Vermogensbeheer B.V.107,084$60.9M0.39%+2,300+2.2%Added
Skandinaviska Enskilda Banken AB (publ)107,218$61.0M0.33%−170−0.2%Reduced
Guggenheim Capital LLC108,315$61.6M0.37%+12,013+12.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main109,013$62.0M0.10%−1,080,655−90.8%Reduced
William Blair Investment Management, LLC113,426$64.6M0.18%−28,589−20.1%Reduced
Marsico Capital Management LLC114,557$65.2M2.00%+17,843+18.4%Added
Wedge Capital Management L L P116,316$66.2M0.86%+19,332+19.9%Added
Raymond James & Associates116,698$66.4M0.06%−6,713−5.4%Reduced
Wolverine Trading, LLC120,790$68.5M1.41%+54,397+81.9%Added
Frontier Capital Management Co LLC121,556$69.2M0.54%−79,874−39.7%Reduced
1832 Asset Management L.P.125,756$71.8M0.13%−51,673−29.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich126,502$72.0M0.45%+11,324+9.8%Added
LSV Asset Management128,080$72.9M0.13%−40,960−24.2%Reduced
Mirae Asset Global Investments Co., Ltd.131,534$74.9M0.19%−39,884−23.3%Reduced
Manufacturers Life Insurance Company, The132,163$75.2M0.06%−5,804−4.2%Reduced
Jane Street Group, LLC132,639$75.5M0.19%+128,748+3,308.9%Added
Platinum Investment Management Ltd133,951$76.2M2.15%−375−0.3%Reduced
Nomura Asset Management Co Ltd134,594$76.6M0.43%+4,951+3.8%Added
Mitsubishi UFJ Trust & Banking Corp134,596$76.6M0.17%+34,780+34.8%Added
Pinnacle Associates Ltd136,791$77.9M1.44%−4,060−2.9%Reduced
Great West Life Assurance Co136,577$78.2M0.18%+137+0.1%Added
Bank of Nova Scotia138,829$79.0M0.14%+87,642+171.2%Added
Parallax Volatility Advisers, L.P.139,648$79.5M0.85%+77,606+125.1%Added
STRS Ohio148,040$84.3M0.32%−3,871−2.5%Reduced