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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
USS Investment Management Ltd43,961$25.0M0.22%−112,060−71.8%Reduced
AMP Capital Investors Ltd43,718$24.9M0.14%−5,766−11.7%Reduced
Aviva PLC43,590$24.8M0.11%−5,214−10.7%Reduced
Glenmede Trust Co NA43,529$24.8M0.13%−22,486−34.1%Reduced
Teachers Retirement System of the State of Kentucky43,335$24.7M0.23%+32,200+289.2%Added
Raymond James Financial Services Advisors, Inc.43,080$24.5M0.05%+986+2.3%Added
Advisor Group Holdings, Inc.42,651$24.3M0.05%+4,965+13.2%Added
Adams Diversified Equity Fund, Inc.42,600$24.2M0.96%00.0%Unchanged
Capco Asset Management, LLC42,009$23.9M7.01%+541+1.3%Added
Westpac Banking Corp40,315$22.9M0.25%−1,481−3.5%Reduced
Arizona State Retirement System39,771$22.6M0.18%−268−0.7%Reduced
Guinness Asset Management LTD39,564$22.5M1.07%+3,894+10.9%Added
Neville Rodie & Shaw Inc38,878$22.1M1.72%−557−1.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)38,748$22.1M0.12%−526−1.3%Reduced
TCW Group Inc38,537$21.9M0.19%−15,933−29.3%Reduced
Capital Group Private Client Services, Inc.38,450$21.9M0.25%+38,450New
Banco Bilbao Vizcaya Argentaria, S.A.37,658$21.5M0.34%+56+0.1%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund37,537$21.4M0.20%−1,300−3.3%Reduced
Group One Trading, L.P.37,445$21.3M0.46%+21,316+132.2%Added
Colony Group LLC37,382$21.3M0.41%+855+2.3%Added
Handelsbanken Fonder AB37,370$21.3M0.11%−161−0.4%Reduced
McGuire Investment Group, LLC37,336$21.3M4.00%−1,734−4.4%Reduced
Natixis Advisors, L.P.37,151$21.1M0.09%+6,183+20.0%Added
State of Michigan Retirement System36,985$21.1M0.12%−100−0.3%Reduced
HighTower Advisors, LLC36,840$21.0M0.06%+5,606+17.9%Added
Lazard Asset Management LLC36,894$21.0M0.02%−48,950−57.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund36,688$20.9M0.05%−529−1.4%Reduced
Guardian Capital LP36,646$20.9M0.43%−202−0.5%Reduced
Alberta Investment Management Corp36,331$20.7M0.18%00.0%Unchanged
Deroy & Devereaux Private Investment Counsel Inc35,926$20.4M1.60%−442−1.2%Reduced
Twin Tree Management, LP35,879$20.4M0.61%+5,665+18.7%Added
Foundry Partners, LLC35,805$20.4M0.73%−475−1.3%Reduced
Forsta Ap-Fonden35,000$19.9M0.23%+900+2.6%Added
Lido Advisors, LLC34,777$19.8M0.44%+1,606+4.8%Added
National Asset Management, Inc.34,623$19.7M0.63%+2,013+6.2%Added
Baird Financial Group, Inc.34,542$19.7M0.05%+3,157+10.1%Added
Nomura Holdings Inc33,429$19.0M0.14%+29,588+770.3%Added
Jacobs Levy Equity Management, Inc33,391$19.0M0.13%−65,721−66.3%Reduced
Reilly Financial Advisors, LLC33,380$19.0M1.63%+714+2.2%Added
Amalgamated Bank32,885$18.7M0.16%−1,481−4.3%Reduced
Mercer Global Advisors Inc32,747$18.6M0.13%+4,429+15.6%Added
Panagora Asset Management Inc32,289$18.4M0.10%+16,041+98.7%Added
Todd Asset Management LLC32,289$18.4M0.42%+32,289New
Leuthold Group, LLC32,219$18.3M2.25%+90+0.3%Added
MetLife Investment Management32,186$18.3M0.16%−880−2.7%Reduced
ClariVest Asset Management LLC32,075$18.3M0.59%−10.0%Reduced
State of Alaska, Department of Revenue30,787$17.5M0.18%+641+2.1%Added
Chartwell Investment Partners, LLC30,669$17.5M0.54%+2,660+9.5%Added
Macquarie Group Ltd30,624$17.4M0.01%+404+1.3%Added
Tiaa, FSB30,548$17.4M0.06%−5,169−14.5%Reduced
DnB Asset Management AS30,545$17.4M0.11%+9,504+45.2%Added
Northwest & Ethical Investments L.P.30,273$17.2M0.56%+17,898+144.6%Added
AXA S.A.30,254$17.2M0.05%−10,910−26.5%Reduced
Oak Grove Capital LLC30,161$17.2M3.83%+7,828+35.1%Added
Cullen/Frost Bankers, Inc.29,905$17.0M0.34%+14,138+89.7%Added
BI Asset Management Fondsmaeglerselskab A/S29,777$16.9M0.64%+11,516+63.1%Added
Candriam Luxembourg S.C.A.29,490$16.8M0.11%−16,394−35.7%Reduced
Burney Co28,615$16.3M0.76%−878−3.0%Reduced
Railway Pension Investments Ltd28,600$16.3M0.13%−400−1.4%Reduced
Fifth Third Bancorp28,398$16.2M0.07%−214−0.7%Reduced
CCM Investment Advisers LLC28,292$16.1M2.09%−408−1.4%Reduced
Gulf International Bank (UK) Ltd28,038$16.0M0.21%−299−1.1%Reduced
Gabelli Funds LLC27,900$15.9M0.11%−2,620−8.6%Reduced
Xponance, Inc.27,520$15.7M0.30%−697−2.5%Reduced
Comerica Bank28,000$15.6M0.09%−4,655−14.3%Reduced
Shelton Capital Management26,706$15.2M0.60%+2,780+11.6%Added
Maplelane Capital, LLC26,501$15.1M1.06%+1,001+3.9%Added
British Columbia Investment Management Corp26,396$15.0M0.09%−48−0.2%Reduced
CIBC Asset Management Inc26,336$15.0M0.06%+345+1.3%Added
State Farm Mutual Automobile Insurance Co26,331$15.0M0.02%00.0%Unchanged
Utah Retirement Systems25,758$14.7M0.20%−1,434−5.3%Reduced
Ensign Peak Advisors, Inc25,160$14.3M0.03%−4,312−14.6%Reduced
James Investment Research Inc25,025$14.2M1.32%−384−1.5%Reduced
Nippon Life Global Investors Americas, Inc.24,880$14.2M0.74%−1,600−6.0%Reduced
Swiss Life Asset Management Ltd24,734$14.1M0.20%−3,881−13.6%Reduced
United Capital Financial Advisers, LLC24,673$14.0M0.07%+1,599+6.9%Added
Steel Peak Wealth Management LLC24,668$14.0M0.96%+15,658+173.8%Added
Tredje AP-fonden24,393$13.9M0.29%−15,000−38.1%Reduced
Public Employees Retirement Association of Colorado24,161$13.8M0.06%−57−0.2%Reduced
Private Advisor Group, LLC24,054$13.7M0.09%+6,782+39.3%Added
Public Sector Pension Investment Board24,044$13.7M0.08%+1,690+7.6%Added
Harber Asset Management LLC23,619$13.4M3.23%+468+2.0%Added
Kiwi Wealth Investments Limited Partnership23,526$13.4M0.68%−7,175−23.4%Reduced
Transform Wealth, LLC23,326$13.3M1.52%+155+0.7%Added
Rheos Capital Works Inc.23,200$13.2M0.68%00.0%Unchanged
Metropolitan Life Insurance Co23,178$13.2M0.19%−781−3.3%Reduced
APG Asset Management N.V.26,711$13.1M0.02%−15,500−36.7%Reduced
American Century Companies Inc22,756$13.0M0.01%+9,102+66.7%Added
Mutual of America Capital Management LLC22,633$12.9M0.13%+62+0.3%Added
Dai-Ichi Life Insurance Company, Ltd22,454$12.8M0.17%−1,748−7.2%Reduced
Texas Permanent School Fund22,016$12.5M0.15%−1,677−7.1%Reduced
Mackay Shields LLC21,869$12.4M0.12%−59,825−73.2%Reduced
Foster Victor Wealth Advisors, LLC21,843$12.4M1.99%+1,905+9.6%Added
United Services Automobile Association21,823$12.4M0.22%00.0%Unchanged
SG Americas Securities, LLC21,795$12.4M0.07%+13,788+172.2%Added
Linscomb & Williams, Inc.21,652$12.3M0.64%−1,670−7.2%Reduced
Picton Mahoney Asset Management21,610$12.3M0.47%+1,782+9.0%Added
Commonwealth Equity Services, LLC21,572$12.3M0.03%+1,468+7.3%Added
Achmea Investment Management B.V.21,224$12.1M0.37%+606+2.9%Added
Churchill Management Corp20,556$11.7M0.18%+408+2.0%Added