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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
Scge Management, L.P.150,000$85.4M0.79%00.0%Unchanged
Capitolis Advisors LLC152,658$86.8M0.79%+124,515+442.4%Added
Captrust Financial Advisors155,631$88.8M0.74%+6,063+4.1%Added
Avalon Investment & Advisory162,390$92.4M2.14%−2,739−1.7%Reduced
New York State Teachers Retirement System166,198$94.6M0.20%−2,429−1.4%Reduced
Epoch Investment Partners, Inc.167,876$95.5M0.53%−19,188−10.3%Reduced
DekaBank Deutsche Girozentrale171,498$98.0M0.27%−17,684−9.3%Reduced
Envestnet Asset Management Inc173,813$98.9M0.05%+22,238+14.7%Added
State Board of Administration of Florida Retirement System177,398$101.0M0.20%−7,881−4.3%Reduced
Voloridge Investment Management, LLC177,934$101.3M0.65%+85,387+92.3%Added
Renaissance Technologies LLC180,056$102.5M0.13%+180,056New
Bessemer Group Inc189,522$107.9M0.23%+680+0.4%Added
Federated Hermes, Inc.192,124$109.3M0.21%−6,382−3.2%Reduced
ProShare Advisors LLC193,244$110.0M0.31%+17,003+9.6%Added
Rafferty Asset Management, LLC198,033$112.7M0.77%−35,728−15.3%Reduced
Eventide Asset Management, LLC204,446$116.4M1.54%00.0%Unchanged
National Pension Service205,190$116.8M0.22%+390.0%Added
Two Sigma Advisers, LP211,949$120.6M0.31%+203,400+2,379.2%Added
State of Wisconsin Investment Board215,821$122.8M0.25%+5,260+2.5%Added
Pendal Group Limited216,338$123.1M1.02%+27,865+14.8%Added
Jennison Associates LLC227,791$129.6M0.08%+27,851+13.9%Added
Ninety One UK Ltd229,904$130.8M0.33%+6,960+3.1%Added
Adage Capital Partners GP, L.L.C.230,070$130.9M0.26%−38,200−14.2%Reduced
Principal Financial Group Inc230,464$131.2M0.09%−4,961−2.1%Reduced
Neuberger Berman Group LLC233,739$132.1M0.12%−239,337−50.6%Reduced
BNP Paribas Arbitrage, SA232,935$132.6M0.31%+152,420+189.3%Added
Swedbank AB238,030$135.5M0.25%+40,487+20.5%Added
TD Asset Management Inc242,010$137.7M0.14%−2,103−0.9%Reduced
Rhumbline Advisers243,743$138.7M0.19%+10,710+4.6%Added
California State Teachers Retirement System248,544$141.5M0.18%−7,130−2.8%Reduced
New York State Common Retirement Fund262,088$149.2M0.16%−7,708−2.9%Reduced
Aspex Management (HK) Ltd262,907$149.6M4.98%00.0%Unchanged
HSBC Holdings PLC262,959$149.9M0.17%+7,060+2.8%Added
Alliancebernstein L.P.266,019$151.4M0.06%+19,581+7.9%Added
Prudential Financial Inc253,861$152.3M0.21%−130,185−33.9%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital270,922$154.2M1.70%+98,641+57.3%Added
Oaktop Capital Management II, L.P.285,246$162.3M22.49%00.0%Unchanged
Bank of Montreal291,145$166.2M0.08%−1,280−0.4%Reduced
Millennium Management LLC295,020$167.9M0.22%+178,889+154.0%Added
AQR Capital Management LLC305,794$174.0M0.32%+82,082+36.7%Added
Capital International Investors316,215$179.9M0.04%−1,548−0.5%Reduced
California Public Employees Retirement System319,766$182.0M0.14%−2,284−0.7%Reduced
Lord, Abbett & Co. LLC327,216$186.2M0.45%−163,114−33.3%Reduced
Royal Bank of Canada351,884$200.3M0.06%−18,940−5.1%Reduced
Credit Suisse AG359,290$204.5M0.17%+93,773+35.3%Added
Price T Rowe Associates Inc361,254$205.6M0.02%−302,390−45.6%Reduced
The PNC Financial Services Group, Inc.371,347$211.4M0.20%−15,823−4.1%Reduced
Barclays PLC384,310$218.7M0.16%−32,851−7.9%Reduced
Two Sigma Investments, LP385,114$219.2M0.59%+319,288+485.0%Added
Susquehanna International Group, LLP391,793$223.0M0.29%+125,246+47.0%Added
Coatue Management LLCSuperinvestorCoatue Management407,871$232.1M0.94%−171,548−29.6%Reduced
Citigroup Inc418,536$238.2M0.24%+88,308+26.7%Added
Deutsche Bank AG422,892$240.7M0.11%+24,670+6.2%Added
Fred Alger Management, LLC428,226$243.7M0.58%−98,889−18.8%Reduced
Victory Capital Management Inc436,541$248.5M0.24%−28,752−6.2%Reduced
Boston Partners449,012$255.5M0.32%−1,288−0.3%Reduced
Capital World Investors462,424$263.2M0.04%00.0%Unchanged
Canada Pension Plan Investment Board483,797$275.4M0.31%+193,056+66.4%Added
Sumitomo Mitsui Trust Holdings, Inc.488,960$278.3M0.17%−1,210−0.2%Reduced
First Trust Advisors LP520,562$296.3M0.32%+62,803+13.7%Added
WCM Investment Management, LLC521,021$296.5M0.69%+521,021New
Parametric Portfolio Associates LLC555,021$315.9M0.18%−36,225−6.1%Reduced
Swiss National Bank563,932$321.0M0.20%−18,800−3.2%Reduced
UBS Group AG565,036$321.6M0.13%+1,661+0.3%Added
Alkeon Capital Management LLC571,543$325.3M1.10%−525−0.1%Reduced
Capital Research Global Investors601,411$342.3M0.08%−139,391−18.8%Reduced
Maj Invest Holding A/S616,997$351.2M6.42%+616,997New
UBS Asset Management Americas Inc636,177$362.1M0.15%+16,067+2.6%Added
Invesco Ltd.669,210$380.9M0.10%−359,762−35.0%Reduced
Van Eck Associates Corp684,065$389.3M0.98%+245,847+56.1%Added
Charles Schwab Investment Management Inc694,580$395.3M0.13%+6,820+1.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC710,179$404.2M2.01%+56,125+8.6%Added
Dimensional Fund Advisors LP727,339$414.0M0.13%−53,985−6.9%Reduced
Nordea Investment Management AB777,271$444.8M0.58%−1,571−0.2%Reduced
Amundi849,068$483.2M0.34%−112,598−11.7%Reduced
Goldman Sachs Group Inc895,451$509.6M0.13%+10,847+1.2%Added
Vulcan Value Partners, LLC896,631$510.3M2.74%+896,631New
GQG Partners LLC984,159$560.1M1.53%−526,308−34.8%Reduced
Wellington Management Group LLP996,659$567.2M0.10%−6,134−0.6%Reduced
Wells Fargo & Company1,008,992$574.3M0.13%−85,465−7.8%Reduced
Morgan Stanley1,031,754$587.2M0.08%+80,320+8.4%Added
Pictet Asset Management SA1,044,551$594.5M0.66%+1,044,551New
Legal & General Group Plc1,084,622$617.3M0.20%+55,676+5.4%Added
Bank of America Corp1,137,462$647.4M0.07%+27,199+2.4%Added
Franklin Resources Inc1,192,881$678.9M0.26%+12,308+1.0%Added
Allianz Asset Management GmbH1,258,675$716.4M0.59%−158,132−11.2%Reduced
Sands Capital Management, LLC1,491,443$848.9M1.42%+26,683+1.8%Added
Norges Bank1,507,858$858.2M0.19%+37,973+2.6%Added
Bank of New York Mellon Corp1,644,385$935.9M0.18%+21,251+1.3%Added
Nuveen Asset Management, LLC1,666,465$948.5M0.30%+152,291+10.1%Added
Northern Trust Corp1,696,509$965.6M0.17%+66,674+4.1%Added
Fisher Asset Management, LLC1,744,303$992.8M0.62%+677,746+63.5%Added
Massachusetts Financial Services Co1,776,661$1.01B0.30%−81,760−4.4%Reduced
Geode Capital Management, LLC2,327,529$1.32B0.18%+29,491+1.3%Added
Janus Henderson Group PLC3,234,547$1.84B0.81%−275,611−7.9%Reduced
JPMorgan Chase & Co4,856,561$2.76B0.37%−1,178,156−19.5%Reduced
Ameriprise Financial Inc5,073,609$2.89B0.92%+136,817+2.8%Added
State Street Corp5,854,754$3.34B0.18%−4,181−0.1%Reduced
FMR LLC6,872,217$3.91B0.31%−1,005,417−12.8%Reduced
BlackRock Inc.11,313,232$6.44B0.18%+76,201+0.7%Added