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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CCM Investment Advisers LLC | 27,785 | $20.0M | 2.42% | −507−1.8% | Reduced |
| NFJ Investment Group, LLC | 27,815 | $20.0M | 0.36% | +17,211+162.3% | Added |
| Burney Co | 27,866 | $20.0M | 0.87% | −749−2.6% | Reduced |
| Korea Investment CORP | 28,000 | $20.1M | 0.05% | −19,400−40.9% | Reduced |
| Fifth Third Bancorp | 28,336 | $20.4M | 0.08% | −62−0.2% | Reduced |
| AXA S.A. | 28,462 | $20.5M | 0.05% | −1,792−5.9% | Reduced |
| Shelton Capital Management | 29,008 | $20.9M | 0.74% | +2,302+8.6% | Added |
| Cullen/Frost Bankers, Inc. | 29,040 | $20.9M | 0.40% | −865−2.9% | Reduced |
| Chartwell Investment Partners, LLC | 29,218 | $21.0M | 0.61% | −1,451−4.7% | Reduced |
| Lido Advisors, LLC | 29,739 | $21.4M | 0.41% | −5,038−14.5% | Reduced |
| Mercer Global Advisors Inc | 30,388 | $21.9M | 0.13% | −2,359−7.2% | Reduced |
| One01 Capital, LP | 30,399 | $21.9M | 8.92% | +30,399 | New |
| Northwest & Ethical Investments L.P. | 30,903 | $22.2M | 0.66% | +630+2.1% | Added |
| Pinebridge Investments, L.P. | 31,060 | $22.3M | 0.23% | +13,039+72.4% | Added |
| MetLife Investment Management | 31,110 | $22.4M | 0.18% | −1,076−3.3% | Reduced |
| ClariVest Asset Management LLC | 31,241 | $22.5M | 0.69% | −834−2.6% | Reduced |
| Leuthold Group, LLC | 31,476 | $22.6M | 2.65% | −743−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 32,116 | $23.1M | 0.25% | −29,641−48.0% | Reduced |
| D. E. Shaw & Co., Inc. | 32,132 | $23.1M | 0.03% | +28,066+690.3% | Added |
| Reilly Financial Advisors, LLC | 32,400 | $23.3M | 1.73% | −980−2.9% | Reduced |
| Simplex Trading, LLC | 32,899 | $23.7M | 0.78% | +25,240+329.5% | Added |
| Tiaa, FSB | 33,100 | $23.7M | 0.08% | +2,552+8.4% | Added |
| American Century Companies Inc | 33,189 | $23.9M | 0.02% | +10,433+45.8% | Added |
| DnB Asset Management AS | 33,505 | $24.1M | 0.14% | +2,960+9.7% | Added |
| Meritage Portfolio Management | 33,649 | $24.2M | 1.37% | +14,062+71.8% | Added |
| TCW Group Inc | 34,127 | $24.5M | 0.20% | −4,410−11.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,768 | $25.0M | 0.22% | −2,769−7.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 34,939 | $25.1M | 1.85% | −987−2.7% | Reduced |
| LMR Partners LLP | 35,235 | $25.3M | 0.33% | +35,235 | New |
| Forsta Ap-Fonden | 35,400 | $25.5M | 0.26% | +400+1.1% | Added |
| Baird Financial Group, Inc. | 35,424 | $25.5M | 0.06% | +882+2.6% | Added |
| PGGM Investments | 35,557 | $25.6M | 0.13% | −22,264−38.5% | Reduced |
| Amalgamated Bank | 35,798 | $25.7M | 0.19% | +2,913+8.9% | Added |
| Guardian Capital LP | 35,903 | $25.8M | 0.50% | −743−2.0% | Reduced |
| Foundry Partners, LLC | 35,931 | $25.8M | 0.92% | +126+0.4% | Added |
| Alberta Investment Management Corp | 36,331 | $26.1M | 0.16% | 00.0% | Unchanged |
| Cavalry Management Group, LLC | 36,559 | $26.3M | 3.05% | +36,559 | New |
| National Asset Management, Inc. | 36,911 | $26.5M | 0.76% | +2,288+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,201 | $26.8M | 0.13% | −1,547−4.0% | Reduced |
| Westpac Banking Corp | 37,461 | $26.9M | 0.28% | −2,854−7.1% | Reduced |
| McGuire Investment Group, LLC | 37,737 | $27.1M | 4.47% | +401+1.1% | Added |
| Handelsbanken Fonder AB | 37,835 | $27.2M | 0.13% | +465+1.2% | Added |
| Colony Group LLC | 37,939 | $27.3M | 0.48% | +557+1.5% | Added |
| Capital Group Private Client Services, Inc. | 38,669 | $27.8M | 0.30% | +219+0.6% | Added |
| State of Michigan Retirement System | 38,769 | $27.9M | 0.15% | +1,784+4.8% | Added |
| Neville Rodie & Shaw Inc | 38,856 | $27.9M | 1.98% | −22−0.1% | Reduced |
| Arizona State Retirement System | 38,879 | $28.0M | 0.21% | −892−2.2% | Reduced |
| Los Angeles Capital Management LLC | 39,086 | $28.1M | 0.10% | −66,120−62.8% | Reduced |
| Railway Pension Investments Ltd | 39,300 | $28.3M | 0.21% | +10,700+37.4% | Added |
| Nisa Investment Advisors, LLC | 47,957 | $28.3M | 0.21% | −20,955−30.4% | Reduced |
| Oak Grove Capital LLC | 40,734 | $29.3M | 5.74% | +10,573+35.1% | Added |
| Guinness Asset Management LTD | 41,599 | $29.9M | 1.17% | +2,035+5.1% | Added |
| First Republic Investment Management, Inc. | 41,607 | $29.9M | 0.06% | −5,363−11.4% | Reduced |
| Capco Asset Management, LLC | 42,360 | $30.5M | 8.40% | +351+0.8% | Added |
| Adams Diversified Equity Fund, Inc. | 42,600 | $30.6M | 1.16% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 42,783 | $30.8M | 0.12% | +5,632+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 43,306 | $31.1M | 0.06% | +226+0.5% | Added |
| USS Investment Management Ltd | 43,961 | $31.6M | 0.25% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 44,828 | $32.2M | 0.04% | +44,828 | New |
| Harbor Island Capital LLC | 44,835 | $32.2M | 14.30% | −323−0.7% | Reduced |
| Balyasny Asset Management LLC | 44,836 | $32.2M | 0.14% | +44,836 | New |
| CIBC Asset Management Inc | 44,879 | $32.3M | 0.12% | +18,543+70.4% | Added |
| Heard Capital LLC | 44,946 | $32.3M | 5.06% | +869+2.0% | Added |
| Aviva PLC | 45,129 | $32.5M | 0.14% | +1,539+3.5% | Added |
| Janney Montgomery Scott LLC | 46,501 | $33.4M | 0.13% | −8,628−15.7% | Reduced |
| Retirement Systems of Alabama | 46,652 | $33.5M | 0.12% | −2,285−4.7% | Reduced |
| Clearbridge Investments, LLC | 47,020 | $33.8M | 0.02% | +28+0.1% | Added |
| US Bancorp | 48,120 | $34.6M | 0.05% | −216−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 48,935 | $35.2M | 1.14% | +1,294+2.7% | Added |
| Royal London Asset Management Ltd | 49,104 | $35.3M | 0.13% | −1,479−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 49,630 | $35.7M | 0.07% | +6,979+16.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,311 | $36.1M | 0.19% | −56,907−53.1% | Reduced |
| Renaissance Group LLC | 50,574 | $36.4M | 1.48% | −984−1.9% | Reduced |
| Teacher Retirement System of Texas | 50,675 | $36.4M | 0.16% | −697−1.4% | Reduced |
| Clark Capital Management Group, Inc. | 50,986 | $36.7M | 0.45% | +1,589+3.2% | Added |
| Arvest Trust Co N A | 51,434 | $37.0M | 1.95% | +51,434 | New |
| Polaris Wealth Advisory Group, LLC | 51,467 | $37.0M | 2.12% | +51,467 | New |
| Dana Investment Advisors, Inc. | 51,974 | $37.4M | 1.62% | −4,458−7.9% | Reduced |
| Braun Stacey Associates Inc | 53,026 | $38.1M | 1.39% | −1,431−2.6% | Reduced |
| Flputnam Investment Management Co | 54,071 | $38.9M | 1.19% | −4,332−7.4% | Reduced |
| Marshall Wace, LLP | 54,240 | $39.0M | 0.08% | +54,187+102,239.6% | Added |
| American International Group, Inc. | 54,861 | $39.5M | 0.20% | −168−0.3% | Reduced |
| SEI Investments Co | 55,680 | $39.8M | 0.07% | +2,235+4.2% | Added |
| NZS Capital, LLC | 55,514 | $39.9M | 3.50% | −123−0.2% | Reduced |
| Standard Life Aberdeen plc | 56,663 | $40.7M | 0.09% | −26,507−31.9% | Reduced |
| Vontobel Holding Ltd. | 57,621 | $41.4M | 0.34% | +6,802+13.4% | Added |
| Holocene Advisors, LP | 57,780 | $41.6M | 0.22% | +57,780 | New |
| Mariner, LLC | 59,379 | $42.7M | 0.18% | +3,859+7.0% | Added |
| Treasurer of the State of North Carolina | 59,784 | $43.0M | 0.23% | −370−0.6% | Reduced |
| Marlowe Partners LP | 59,847 | $43.0M | 24.40% | +1,574+2.7% | Added |
| NN Investment Partners Holdings N.V. | 62,351 | $44.8M | 0.22% | +8,623+16.0% | Added |
| ARS Investment Partners, LLC | 62,357 | $44.8M | 4.12% | −157−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 62,746 | $45.1M | 0.10% | −10,462−14.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 63,087 | $45.4M | 0.07% | +1,533+2.5% | Added |
| Clough Capital Partners L P | 63,310 | $45.5M | 3.06% | +63,310 | New |
| Huntington National Bank | 63,849 | $45.9M | 0.42% | −21,947−25.6% | Reduced |
| Putnam Investments LLC | 64,557 | $46.4M | 0.07% | −34,914−35.1% | Reduced |
| Erste Asset Management GmbH | 65,287 | $47.1M | 0.85% | +4,101+6.7% | Added |
| LPL Financial LLC | 65,924 | $47.4M | 0.04% | −5,477−7.7% | Reduced |
| Assenagon Asset Management S.A. | 66,257 | $47.6M | 0.18% | +61,662+1,341.9% | Added |