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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
Alight Capital Management LP13,000$9.35M3.04%+13,000New
Horizon Investment Services, LLC13,047$9.38M4.30%−30.0%Reduced
Norinchukin Bank, The13,286$9.55M0.12%−981−6.9%Reduced
Seizert Capital Partners, LLC13,456$9.68M0.43%+3,275+32.2%Added
SG Americas Securities, LLC13,509$9.71M0.06%−8,286−38.0%Reduced
Fuller & Thaler Asset Management, Inc.13,636$9.81M0.06%−1,774−11.5%Reduced
Steel Peak Wealth Management LLC13,684$9.84M0.59%−10,984−44.5%Reduced
Hosking Partners LLP13,707$9.86M0.24%−259−1.9%Reduced
Vident Investment Advisory, LLC13,716$9.86M0.26%+10,528+330.2%Added
Bank of the West13,735$9.88M0.94%+53+0.4%Added
Nicholas Investment Partners, LP13,832$9.95M0.63%+3,198+30.1%Added
L & S Advisors Inc13,936$10.0M1.08%+2,202+18.8%Added
Daiwa Securities Group Inc.14,124$10.2M0.06%+559+4.1%Added
FIL Ltd14,157$10.2M0.01%+7,047+99.1%Added
Taika Capital, LP14,070$10.2M8.06%+14,070New
BTC Capital Management, Inc.14,571$10.5M1.04%+273+1.9%Added
Harbor Capital Advisors, Inc.14,874$10.7M3.89%+14,874New
Jackson Wealth Management, LLC15,027$10.8M1.37%+15,027New
Hartford Investment Management Co15,088$10.9M0.25%+979+6.9%Added
Private Advisor Group, LLC15,120$10.9M0.08%−8,934−37.1%Reduced
Rockefeller Capital Management L.P.15,158$10.9M0.05%+528+3.6%Added
Palladium Partners LLC15,148$10.9M0.45%+15,148New
FourThought Financial, LLC15,248$11.0M1.38%−83−0.5%Reduced
Bokf, NA15,390$11.1M0.17%+384+2.6%Added
Cable Hill Partners, LLC15,422$11.1M2.29%−825−5.1%Reduced
Advisory Services Network, LLC15,741$11.3M0.33%+253+1.6%Added
Elemental Capital Partners LLC15,525$11.3M9.70%−250−1.6%Reduced
Twin Tree Management, LP15,899$11.4M0.28%−19,980−55.7%Reduced
Banque Pictet & Cie SA15,943$11.5M0.08%+2,175+15.8%Added
YHB Investment Advisors, Inc.16,208$11.7M0.92%−10−0.1%Reduced
Louisiana State Employees Retirement System16,300$11.7M0.26%+100+0.6%Added
Cypress Capital, LLC16,342$11.8M1.34%+50.0%Added
B. Metzler seel. Sohn & Co. AG16,493$11.8M0.15%+16,493New
Candriam Luxembourg S.C.A.16,487$11.9M0.08%−13,003−44.1%Reduced
Liontrust Investment Partners LLP16,500$11.9M0.14%−1,800−9.8%Reduced
NewEdge Wealth, LLC16,648$12.0M0.50%+554+3.4%Added
Maple Capital Management, Inc.16,882$12.1M1.32%+1,103+7.0%Added
J.P. Marvel Investment Advisors, LLC16,964$12.2M2.38%−78−0.5%Reduced
Nissay Asset Management Corp17,231$12.4M0.09%−287−1.6%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.17,258$12.4M0.16%−20,400−54.2%Reduced
Illinois Municipal Retirement Fund17,417$12.5M0.35%+2,404+16.0%Added
Marvin & Palmer Associates Inc17,557$12.6M5.40%−2,484−12.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,673$12.7M0.13%−185−1.0%Reduced
Aptus Capital Advisors, LLC17,770$12.8M0.43%+3,317+23.0%Added
Steward Partners Investment Advisory, LLC18,361$13.2M0.20%+120+0.7%Added
CIBC World Markets Inc.18,797$13.5M0.04%+864+4.8%Added
Amica Mutual Insurance Co18,966$13.6M1.15%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc19,042$13.7M1.19%−16−0.1%Reduced
IFM Investors Pty Ltd19,073$13.7M0.25%−332−1.7%Reduced
Texas Permanent School Fund19,421$14.0M0.17%−2,595−11.8%Reduced
Dai-Ichi Life Insurance Company, Ltd19,454$14.0M0.18%−3,000−13.4%Reduced
Zacks Investment Management19,702$14.2M0.20%+18,075+1,110.9%Added
Swiss Life Asset Management Ltd19,735$14.2M0.18%−4,999−20.2%Reduced
Pacer Advisors, Inc.20,140$14.5M0.15%+6,639+49.2%Added
Panagora Asset Management Inc20,264$14.6M0.08%−12,025−37.2%Reduced
Profund Advisors LLC20,858$15.0M0.49%+491+2.4%Added
Tredje AP-fonden20,960$15.1M0.29%−3,433−14.1%Reduced
Spire Wealth Management21,006$15.1M0.34%+866+4.3%Added
Mackay Shields LLC21,093$15.2M0.13%−776−3.5%Reduced
Churchill Management Corp21,111$15.2M0.21%+555+2.7%Added
APG Asset Management N.V.24,011$15.2M0.03%−2,700−10.1%Reduced
Linscomb & Williams, Inc.21,442$15.4M0.74%−210−1.0%Reduced
Comerica Bank26,381$15.5M0.11%−1,619−5.8%Reduced
Natixis21,745$15.6M0.05%+5,025+30.1%Added
United Services Automobile Association21,823$15.7M0.26%00.0%Unchanged
Tower Research Capital LLC (TRC)21,994$15.8M0.27%+13,409+156.2%Added
Foster Victor Wealth Advisors, LLC23,184$15.9M2.17%+1,341+6.1%Added
Kiwi Wealth Investments Limited Partnership22,209$16.0M0.76%−1,317−5.6%Reduced
Mutual of America Capital Management LLC22,303$16.0M0.16%−330−1.5%Reduced
Metropolitan Life Insurance Co22,359$16.1M0.22%−819−3.5%Reduced
Point72 Hong Kong Ltd22,749$16.4M1.38%+22,749New
Commonwealth Equity Services, LLC22,799$16.4M0.04%+1,227+5.7%Added
Industrial Alliance Investment Management Inc.22,848$16.4M0.38%+22,848New
Gabelli Funds LLC22,880$16.5M0.10%−5,020−18.0%Reduced
Transform Wealth, LLC22,967$16.5M1.73%−359−1.5%Reduced
Parallax Volatility Advisers, L.P.22,969$16.5M0.20%−116,679−83.6%Reduced
Gulf International Bank (UK) Ltd23,051$16.6M0.23%−4,987−17.8%Reduced
Rheos Capital Works Inc.23,200$16.7M0.73%00.0%Unchanged
Public Sector Pension Investment Board23,494$16.9M0.09%−550−2.3%Reduced
Ensign Peak Advisors, Inc23,522$16.9M0.03%−1,638−6.5%Reduced
James Investment Research Inc23,782$17.1M1.57%−1,243−5.0%Reduced
Nippon Life Global Investors Americas, Inc.23,930$17.2M0.81%−950−3.8%Reduced
United Capital Financial Advisers, LLC23,983$17.2M0.08%−690−2.8%Reduced
Public Employees Retirement Association of Colorado24,021$17.3M0.07%−140−0.6%Reduced
Yousif Capital Management, LLC24,060$17.3M0.18%+24,060New
Berkshire Capital Holdings Inc24,390$17.5M2.34%+24,380+243,800.0%Added
British Columbia Investment Management Corp24,957$17.9M0.10%−1,439−5.5%Reduced
ING Groep NV24,958$17.9M0.16%+10,358+70.9%Added
Citadel Advisors LLC24,987$18.0M0.02%−19,330−43.6%Reduced
Utah Retirement Systems25,565$18.4M0.23%−193−0.7%Reduced
Macquarie Group Ltd26,182$18.8M0.02%−4,442−14.5%Reduced
State Farm Mutual Automobile Insurance Co26,331$18.9M0.02%00.0%Unchanged
Harber Asset Management LLC26,598$19.1M4.21%+2,979+12.6%Added
BI Asset Management Fondsmaeglerselskab A/S26,649$19.2M0.71%−3,128−10.5%Reduced
Lazard Asset Management LLC26,796$19.3M0.02%−10,098−27.4%Reduced
J. Goldman & Co LP27,099$19.5M1.79%+27,099New
Sora Investors LLC27,112$19.5M9.53%+27,112New
Exencial Wealth Advisors, LLC27,182$19.5M0.95%+8,180+43.0%Added
Xponance, Inc.27,349$19.7M0.31%−171−0.6%Reduced
State of Alaska, Department of Revenue27,671$19.9M0.19%−3,116−10.1%Reduced