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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, Q4 2021

Institutional positions in Lam Research Corp as of Dec 31, 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
1,461
+179 vs. Q3 2021
Shares held
115.4M
−2.58K (0.0%) vs. Q3 2021
Total value
$82.9B
+$17.2B (+26.2%) vs. Q3 2021
New holders
271
532 more added
Sold out
92
465 more reduced

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,461 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 heldQ4 2021: $82.9B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2021.

Institutions holding LRCX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,770$5.59M0.02%−900−10.4%Reduced
Fiera Capital Corp7,817$5.62M0.01%−1,375−15.0%Reduced
Van Hulzen Asset Management, LLC7,816$5.63M0.61%+2,111+37.0%Added
TD Waterhouse Canada Inc.7,792$5.63M0.05%+7,792New
Andra AP-fonden7,900$5.68M0.12%−2,100−21.0%Reduced
Moneta Group Investment Advisors LLC7,920$5.70M0.23%+6,829+625.9%Added
Artemis Wealth Advisors, LLC8,000$5.75M0.71%00.0%Unchanged
Cornerstone Advisors, LLC8,000$5.75M0.31%00.0%Unchanged
Virginia Retirement Systems Et Al8,000$5.75M0.05%+8,000New
CIBC World Markets Corp8,100$5.83M0.03%−5,529−40.6%Reduced
Brighton Jones LLC8,115$5.84M0.28%+7,340+947.1%Added
Jackson Square Capital, LLC8,122$5.84M1.68%−20−0.2%Reduced
Farmers Trust Co8,130$5.85M1.20%−241−2.9%Reduced
Alcosta Capital Management, Inc.8,155$5.87M3.53%+54+0.7%Added
Atria Investments LLC8,285$5.96M0.11%−4,185−33.6%Reduced
Scholtz & Company, LLC8,329$5.99M1.94%+216+2.7%Added
TD Private Client Wealth LLC8,362$6.01M0.25%−1,909−18.6%Reduced
Hohimer Wealth Management, LLC8,522$6.13M1.29%−1,602−15.8%Reduced
Crossmark Global Holdings, Inc.8,528$6.13M0.13%−3,269−27.7%Reduced
Martingale Asset Management L P8,535$6.14M0.08%+235+2.8%Added
Prime Capital Investment Advisors, LLC8,562$6.16M0.33%−3,156−26.9%Reduced
Harvest Volatility Management LLC8,583$6.17M0.31%+2,053+31.4%Added
Creative Planning8,632$6.21M0.01%−3,689−29.9%Reduced
Assetmark, Inc8,640$6.21M0.03%+2,124+32.6%Added
New Mexico Educational Retirement Board8,693$6.25M0.21%−600−6.5%Reduced
Kentucky Retirement Systems8,749$6.29M0.26%+673+8.3%Added
Taylor Hoffman Wealth Management8,864$6.38M2.43%+266+3.1%Added
Parsec Financial Management, Inc.8,938$6.43M0.27%+1,108+14.2%Added
Fusion Capital, LLC8,950$6.44M3.27%+430+5.0%Added
Stratos Wealth Partners, LTD.8,954$6.44M0.14%+472+5.6%Added
First Citizens Bank & Trust Co9,018$6.49M0.25%+153+1.7%Added
Central Bank & Trust Co9,032$6.50M1.00%+81+0.9%Added
Altrafin AG9,113$6.55M2.37%+9,113New
AE Wealth Management LLC9,225$6.63M0.05%+107+1.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd9,226$6.63M0.14%+491+5.6%Added
McBroom & Associates, LLC9,226$6.63M4.99%+9,226New
Trustmark National Bank Trust Department9,294$6.68M0.51%−68−0.7%Reduced
Kovitz Investment Group Partners, LLC14,350$6.78M0.16%−531−3.6%Reduced
D.A. Davidson & Co.9,487$6.82M0.07%+605+6.8%Added
Nomura Holdings Inc9,480$6.82M0.04%−23,949−71.6%Reduced
Carret Asset Management, LLC9,544$6.86M0.76%−163−1.7%Reduced
Distillate Capital Partners LLC9,567$6.88M1.15%+9,567New
Goodman Advisory Group, LLC9,590$6.90M2.33%+9,590New
Heritage Trust Co9,605$6.91M0.89%+46+0.5%Added
Cullinan Associates Inc9,700$6.98M0.36%00.0%Unchanged
Northwest Bancshares, Inc.9,701$6.98M1.37%−15−0.2%Reduced
Harbour Capital Advisors, LLC9,735$7.00M1.72%+63+0.7%Added
Aviance Capital Partners, LLC9,740$7.00M1.17%+99+1.0%Added
Ninety One SA (PTY) Ltd9,758$7.03M2.05%+1,732+21.6%Added
Ilmarinen Mutual Pension Insurance Co10,000$7.19M0.08%00.0%Unchanged
Pallas Capital Advisors LLC11,942$7.24M0.88%+450+3.9%Added
Vestor Capital, LLC10,062$7.24M0.69%+113+1.1%Added
Breiter Capital Management Inc10,067$7.24M3.55%+20+0.2%Added
Threadgill Financial, LLC10,156$7.30M4.35%+6,367+168.0%Added
MML Investors Services, LLC10,198$7.33M0.05%+384+3.9%Added
NJ State Employees Deferred Compensation Plan10,225$7.35M0.93%00.0%Unchanged
Knights of Columbus Asset Advisors LLC10,241$7.37M0.60%+422+4.3%Added
Alerus Financial NA10,264$7.38M0.60%+516+5.3%Added
Baldwin Investment Management, LLC10,340$7.44M1.95%+88+0.9%Added
Cetera Investment Advisers10,344$7.44M0.11%+304+3.0%Added
Teachers Retirement System of the State of Kentucky10,510$7.56M0.07%−32,825−75.7%Reduced
Allstate Corp10,538$7.58M0.14%+8,439+402.0%Added
Violich Capital Management, Inc.10,600$7.62M1.09%+20+0.2%Added
Elo Mutual Pension Insurance Co10,627$7.64M0.21%+10,627New
Fiduciary Trust Co10,706$7.70M0.13%+29+0.3%Added
Conning Inc.10,725$7.71M0.21%−2,018−15.8%Reduced
Verition Fund Management LLC10,740$7.72M0.10%+9,616+855.5%Added
Sitrin Capital Management LLC10,753$7.73M3.64%+30.0%Added
Maryland State Retirement & Pension System10,797$7.76M0.20%00.0%Unchanged
Financial Counselors Inc10,835$7.79M0.16%+2,689+33.0%Added
Advisors Asset Management, Inc.10,882$7.83M0.11%−1,039−8.7%Reduced
NWK Group, Inc.10,889$7.83M2.88%+105+1.0%Added
Systematic Alpha Investments, LLC10,889$7.83M0.36%00.0%Unchanged
Bridgeway Capital Management, LLC10,950$7.88M0.15%−500−4.4%Reduced
Bailard, Inc.11,052$7.95M0.25%+70+0.6%Added
GWM Advisors LLC11,231$8.08M0.12%+591+5.6%Added
Cinctive Capital Management LP11,274$8.11M0.38%−3,719−24.8%Reduced
WBI Investments11,692$8.22M1.32%+11,692New
Shell Asset Management Co11,463$8.24M0.17%+1,861+19.4%Added
Terry L. Blaker11,517$8.28M0.64%+372+3.3%Added
Ziegler Capital Management, LLC11,637$8.37M0.30%−583−4.8%Reduced
Guinness Atkinson Asset Management Inc11,842$8.52M3.72%−330−2.7%Reduced
Claudia M.P. Batlle, CRP (R) LLC11,927$8.58M3.02%+2,262+23.4%Added
Cambridge Investment Research Advisors, Inc.11,972$8.61M0.04%−1,219−9.2%Reduced
M&T Bank Corp11,989$8.62M0.04%−359−2.9%Reduced
PFS Investments Inc.11,998$8.63M0.17%+1,541+14.7%Added
Glenmede Trust Co NA12,145$8.73M0.04%−31,384−72.1%Reduced
Securian Asset Management, Inc12,171$8.75M0.16%−282−2.3%Reduced
Cozad Asset Management Inc12,197$8.77M1.24%−180−1.5%Reduced
First Horizon Advisors, Inc.12,199$8.77M0.26%−64−0.5%Reduced
Socorro Asset Management LP12,211$8.78M2.50%−1,321−9.8%Reduced
Gateway Investment Advisers LLC12,262$8.82M0.08%−981−7.4%Reduced
Harvard Management Co Inc12,521$9.00M0.85%+12,521New
People's United Financial, Inc.12,564$9.04M0.22%+170+1.4%Added
Impax Asset Management Group plc12,571$9.04M0.03%+4,751+60.8%Added
Baker Avenue Asset Management, LP12,636$9.09M0.47%+448+3.7%Added
Means Investment Co., Inc.12,637$9.09M1.62%+513+4.2%Added
Wealthfront Advisers LLC12,875$9.26M0.04%+3,645+39.5%Added
Baker Ellis Asset Management LLC12,900$9.28M1.64%+47+0.4%Added
Westfield Capital Management Co LP12,945$9.31M0.06%−30−0.2%Reduced