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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
Scge Management, L.P.150,000$85.4M0.79%00.0%Unchanged
STRS Ohio148,040$84.3M0.32%−3,871−2.5%Reduced
Parallax Volatility Advisers, L.P.139,648$79.5M0.85%+77,606+125.1%Added
Bank of Nova Scotia138,829$79.0M0.14%+87,642+171.2%Added
Great West Life Assurance Co136,577$78.2M0.18%+137+0.1%Added
Pinnacle Associates Ltd136,791$77.9M1.44%−4,060−2.9%Reduced
Mitsubishi UFJ Trust & Banking Corp134,596$76.6M0.17%+34,780+34.8%Added
Nomura Asset Management Co Ltd134,594$76.6M0.43%+4,951+3.8%Added
Platinum Investment Management Ltd133,951$76.2M2.15%−375−0.3%Reduced
Jane Street Group, LLC132,639$75.5M0.19%+128,748+3,308.9%Added
Manufacturers Life Insurance Company, The132,163$75.2M0.06%−5,804−4.2%Reduced
Mirae Asset Global Investments Co., Ltd.131,534$74.9M0.19%−39,884−23.3%Reduced
LSV Asset Management128,080$72.9M0.13%−40,960−24.2%Reduced
Bank Julius Baer & Co. Ltd, Zurich126,502$72.0M0.45%+11,324+9.8%Added
1832 Asset Management L.P.125,756$71.8M0.13%−51,673−29.1%Reduced
Frontier Capital Management Co LLC121,556$69.2M0.54%−79,874−39.7%Reduced
Wolverine Trading, LLC120,790$68.5M1.41%+54,397+81.9%Added
Raymond James & Associates116,698$66.4M0.06%−6,713−5.4%Reduced
Wedge Capital Management L L P116,316$66.2M0.86%+19,332+19.9%Added
Marsico Capital Management LLC114,557$65.2M2.00%+17,843+18.4%Added
William Blair Investment Management, LLC113,426$64.6M0.18%−28,589−20.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main109,013$62.0M0.10%−1,080,655−90.8%Reduced
Guggenheim Capital LLC108,315$61.6M0.37%+12,013+12.5%Added
Skandinaviska Enskilda Banken AB (publ)107,218$61.0M0.33%−170−0.2%Reduced
Mn Services Vermogensbeheer B.V.107,084$60.9M0.39%+2,300+2.2%Added
Worldquant Millennium Advisors LLC106,780$60.8M1.33%+105,616+9,073.5%Added
Ardevora Asset Management LLP105,473$60.0M0.76%+4,600+4.6%Added
Los Angeles Capital Management LLC105,206$59.9M0.27%−82,694−44.0%Reduced
HM Payson & Co101,974$58.0M1.41%+5,088+5.3%Added
Russell Investments Group, Ltd.101,694$57.8M0.10%−32,506−24.2%Reduced
RWC Asset Management LLP101,131$57.6M1.76%00.0%Unchanged
Ci Investments Inc.100,626$57.3M0.21%+1,745+1.8%Added
Storebrand Asset Management AS99,683$56.7M0.28%−12,731−11.3%Reduced
Putnam Investments LLC99,471$56.6M0.09%+100+0.1%Added
Castleark Management LLC97,670$55.6M2.13%−13,245−11.9%Reduced
CastleArk Alternatives, LLC97,670$55.6M2.13%+97,670New
Capital International Inc97,259$55.4M0.53%−15,742−13.9%Reduced
Associated Banc-Corp97,059$55.2M2.18%+9,029+10.3%Added
Agf Investments Inc.94,474$53.8M0.41%−21,918−18.8%Reduced
Schroder Investment Management Group94,248$53.6M0.09%−68,100−41.9%Reduced
Eaton Vance Management97,943$53.5M0.07%+1,203+1.2%Added
AMF Pensionsforsakring AB93,758$53.4M0.39%+5,254+5.9%Added
Arrowstreet Capital, Limited Partnership93,654$53.3M0.07%+27,545+41.7%Added
Public Employees Retirement System of Ohio92,348$52.6M0.19%+600+0.7%Added
Toronto Dominion Bank88,766$50.5M0.08%−19,993−18.4%Reduced
Chevy Chase Trust Holdings, Inc.88,482$50.4M0.18%−3,304−3.6%Reduced
M&G Investment Management Ltd87,333$49.7M0.24%+6,033+7.4%Added
Huntington National Bank85,796$48.8M0.49%−41,354−32.5%Reduced
Truist Financial Corp85,626$48.7M0.08%−2,664−3.0%Reduced
State of New Jersey Common Pension Fund D83,878$47.7M0.15%+294+0.4%Added
Standard Life Aberdeen plc83,170$47.5M0.11%−16,773−16.8%Reduced
Rokos Capital Management LLP82,715$47.4M7.14%+82,715New
State of Tennessee, Treasury Department79,470$45.2M0.18%+37,282+88.4%Added
Crosslink Capital Inc77,194$43.9M7.93%−230−0.3%Reduced
Caisse de Depot Et Placement du Quebec75,908$43.2M0.09%−12,747−14.4%Reduced
Calamos Advisors LLC73,763$42.0M0.20%−19,999−21.3%Reduced
Robeco Institutional Asset Management B.V.73,208$41.7M0.09%−6,640−8.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.72,183$41.1M0.20%+8,858+14.0%Added
Mackenzie Financial Corp72,014$41.0M0.06%−1,333−1.8%Reduced
LPL Financial LLC71,401$40.6M0.04%+1,119+1.6%Added
KBC Group NV71,344$40.6M0.15%+5,962+9.1%Added
Voya Investment Management LLC70,584$40.2M0.08%−317,713−81.8%Reduced
Stifel Financial Corp70,542$40.2M0.06%+9,428+15.4%Added
Nisa Investment Advisors, LLC68,912$39.2M0.24%+5,243+8.2%Added
Asset Management One Co.,Ltd.68,275$38.9M0.15%+38+0.1%Added
Thrivent Financial for Lutherans66,054$37.6M0.08%+23,891+56.7%Added
Blue Whale Capital LLP66,000$37.6M3.57%+66,000New
ARS Investment Partners, LLC62,514$35.6M3.56%+355+0.6%Added
Oregon Public Employees Retirement Fund61,757$35.1M0.40%−3,781−5.8%Reduced
Northwestern Mutual Wealth Management Co61,554$35.0M0.06%+2,466+4.2%Added
Erste Asset Management GmbH61,186$35.0M0.69%+11,699+23.6%Added
Treasurer of the State of North Carolina60,154$34.2M0.20%+176+0.3%Added
Employees Provident Fund Board60,000$34.1M0.56%+60,000New
Flputnam Investment Management Co58,403$33.2M1.13%+1,762+3.1%Added
Marlowe Partners LP58,273$33.2M19.74%00.0%Unchanged
PGGM Investments57,821$32.9M0.17%+15,027+35.1%Added
Dana Investment Advisors, Inc.56,432$32.1M1.45%+847+1.5%Added
NZS Capital, LLC55,637$31.7M3.13%−5,824−9.5%Reduced
Mariner, LLC55,520$31.6M0.16%+3,976+7.7%Added
Janney Montgomery Scott LLC55,129$31.4M0.13%−9,922−15.3%Reduced
American International Group, Inc.55,029$31.3M0.17%−656−1.2%Reduced
Braun Stacey Associates Inc54,457$31.0M1.24%−1,317−2.4%Reduced
NN Investment Partners Holdings N.V.53,728$30.6M0.17%+1,291+2.5%Added
SEI Investments Co53,445$30.6M0.06%−15,304−22.3%Reduced
Man Group plc52,577$29.9M0.11%+6,467+14.0%Added
Arvest Bank Trust Division52,280$29.8M1.67%−1,241−2.3%Reduced
Renaissance Group LLC51,558$29.3M1.27%−250.0%Reduced
Teacher Retirement System of Texas51,372$29.2M0.16%−43,435−45.8%Reduced
Vontobel Holding Ltd.50,819$28.9M0.26%−3,886−7.1%Reduced
Royal London Asset Management Ltd50,583$28.8M0.12%−2,152−4.1%Reduced
Clark Capital Management Group, Inc.49,397$28.1M0.38%+1,502+3.1%Added
Retirement Systems of Alabama48,937$27.9M0.10%−3,234−6.2%Reduced
US Bancorp48,336$27.5M0.05%+2,539+5.5%Added
Badgley Phelps Wealth Managers, LLC47,641$27.1M0.98%+47,641New
Korea Investment CORP47,400$27.0M0.08%−26,000−35.4%Reduced
Clearbridge Investments, LLC46,992$26.7M0.02%−228,932−83.0%Reduced
First Republic Investment Management, Inc.46,970$26.7M0.07%−29,899−38.9%Reduced
Harbor Island Capital LLC45,158$25.7M13.54%00.0%Unchanged
Citadel Advisors LLC44,317$25.2M0.03%+18,450+71.3%Added
Heard Capital LLC44,077$25.1M4.87%+14,227+47.7%Added