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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
Crosslink Capital Inc66,509$47.8M7.56%−10,685−13.8%Reduced
Man Group plc68,094$49.0M0.16%+15,517+29.5%Added
Asset Management One Co.,Ltd.67,646$49.1M0.17%−629−0.9%Reduced
Voloridge Investment Management, LLC68,352$49.2M0.27%−109,582−61.6%Reduced
Jane Street Group, LLC70,840$50.9M0.10%−61,799−46.6%Reduced
Thrivent Financial for Lutherans71,100$51.1M0.10%+5,046+7.6%Added
HighTower Advisors, LLC71,747$51.5M0.11%+34,907+94.8%Added
Voya Investment Management LLC72,835$52.4M0.10%+2,251+3.2%Added
Calamos Advisors LLC75,759$54.5M0.22%+1,996+2.7%Added
Maplelane Capital, LLC76,000$54.7M4.63%+49,499+186.8%Added
Stifel Financial Corp76,102$54.7M0.07%+5,560+7.9%Added
Renaissance Technologies LLC76,656$55.1M0.07%−103,400−57.4%Reduced
Schroder Investment Management Group80,615$58.0M0.08%−13,633−14.5%Reduced
Truist Financial Corp81,296$58.5M0.09%−4,330−5.1%Reduced
State of New Jersey Common Pension Fund D82,585$59.4M0.17%−1,293−1.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.83,254$60.4M0.24%+11,071+15.3%Added
Employees Provident Fund Board85,000$61.1M1.01%+25,000+41.7%Added
Chevy Chase Trust Holdings, Inc.85,429$61.4M0.20%−3,053−3.5%Reduced
Public Employees Retirement System of Ohio87,468$62.9M0.21%−4,880−5.3%Reduced
Susquehanna International Group, LLP88,697$63.8M0.10%−303,096−77.4%Reduced
Russell Investments Group, Ltd.90,224$64.9M0.10%−11,470−11.3%Reduced
Blue Whale Capital LLP90,500$65.1M5.30%+24,500+37.1%Added
Group One Trading, L.P.91,606$65.9M1.24%+54,161+144.6%Added
Wedge Capital Management L L P92,453$66.5M0.82%−23,863−20.5%Reduced
Neuberger Berman Group LLC95,445$66.7M0.05%−138,294−59.2%Reduced
State of Tennessee, Treasury Department93,800$67.5M0.25%+14,330+18.0%Added
LSV Asset Management95,300$68.5M0.12%−32,780−25.6%Reduced
Storebrand Asset Management AS95,392$68.6M0.30%−4,291−4.3%Reduced
HM Payson & Co96,482$69.4M1.51%−5,492−5.4%Reduced
Capital International Inc97,243$69.9M0.65%−160.0%Reduced
Castleark Management LLC97,460$70.1M2.58%−210−0.2%Reduced
RWC Asset Management LLP101,747$73.2M2.03%+616+0.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main102,187$73.4M0.11%−6,826−6.3%Reduced
Associated Banc-Corp103,441$74.4M2.73%+6,382+6.6%Added
Frontier Capital Management Co LLC105,675$76.0M0.60%−15,881−13.1%Reduced
Ardevora Asset Management LLP106,173$76.4M0.81%+700+0.7%Added
Raymond James & Associates107,894$77.6M0.06%−8,804−7.5%Reduced
Ci Investments Inc.108,393$78.0M0.27%+7,767+7.7%Added
Manufacturers Life Insurance Company, The108,699$78.2M0.05%−23,464−17.8%Reduced
Mn Services Vermogensbeheer B.V.109,084$78.4M0.46%+2,000+1.9%Added
Marsico Capital Management LLC110,453$79.4M2.32%−4,104−3.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund111,645$80.3M0.17%+74,957+204.3%Added
M&G Investment Management Ltd111,974$80.5M0.58%+24,641+28.2%Added
Guggenheim Capital LLC113,081$81.3M0.43%+4,766+4.4%Added
Millennium Management LLC114,080$82.0M0.09%−180,940−61.3%Reduced
Wolverine Trading, LLC115,312$82.8M1.11%−5,478−4.5%Reduced
Pinnacle Associates Ltd121,430$87.3M1.51%−15,361−11.2%Reduced
Mizuho Markets Americas LLC127,013$91.3M4.81%+127,013New
Bank Julius Baer & Co. Ltd, Zurich128,383$92.3M0.49%+1,881+1.5%Added
Great West Life Assurance Co129,046$92.6M0.19%−7,531−5.5%Reduced
Lord, Abbett & Co. LLC133,262$95.8M0.22%−193,954−59.3%Reduced
Platinum Investment Management Ltd133,951$96.3M2.68%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp134,511$96.7M0.20%−85−0.1%Reduced
Nomura Asset Management Co Ltd136,515$98.2M0.50%+1,921+1.4%Added
Caisse de Depot Et Placement du Quebec142,109$102.2M0.22%+66,201+87.2%Added
Prudential Financial Inc162,310$102.5M0.13%−91,551−36.1%Reduced
Varenne Capital Partners143,591$103.3M15.32%+143,591New
STRS Ohio146,493$105.3M0.37%−1,547−1.0%Reduced
William Blair Investment Management, LLC147,912$106.4M0.29%+34,486+30.4%Added
Avalon Investment & Advisory149,508$107.5M2.65%−12,882−7.9%Reduced
Scge Management, L.P.150,000$107.9M1.22%00.0%Unchanged
Captrust Financial Advisors150,115$108.2M0.74%−5,516−3.5%Reduced
Point72 Asset Management, L.P.151,100$108.7M0.48%+151,100New
Epoch Investment Partners, Inc.155,076$111.5M0.57%−12,800−7.6%Reduced
Toronto Dominion Bank155,100$111.5M0.15%+66,334+74.7%Added
New York State Teachers Retirement System162,659$117.0M0.23%−3,539−2.1%Reduced
Mirae Asset Global Investments Co., Ltd.162,792$117.1M0.25%+31,258+23.8%Added
BNP Paribas Arbitrage, SA164,836$118.5M0.28%−68,099−29.2%Reduced
Eaton Vance Management164,875$118.6M0.14%+66,932+68.3%Added
Agf Investments Inc.173,620$124.9M0.90%+79,146+83.8%Added
State Board of Administration of Florida Retirement System174,917$125.8M0.23%−2,481−1.4%Reduced
KBC Group NV178,799$128.6M0.42%+107,455+150.6%Added
Eventide Asset Management, LLC180,346$129.7M1.66%−24,100−11.8%Reduced
Federated Hermes, Inc.181,373$130.4M0.24%−10,751−5.6%Reduced
Envestnet Asset Management Inc182,625$131.3M0.06%+8,812+5.1%Added
TD Asset Management Inc189,749$136.5M0.11%−52,261−21.6%Reduced
Bessemer Group Inc191,577$137.8M0.28%+2,055+1.1%Added
National Pension Service202,912$145.9M0.25%−2,278−1.1%Reduced
Mackenzie Financial Corp208,644$150.0M0.20%+136,630+189.7%Added
Pendal Group Limited214,059$153.9M1.23%−2,279−1.1%Reduced
Theleme Partners LLP215,000$154.6M4.76%+215,000New
DekaBank Deutsche Girozentrale223,942$162.5M0.40%+52,444+30.6%Added
Jennison Associates LLC227,544$163.6M0.10%−247−0.1%Reduced
Ninety One UK Ltd229,064$164.7M0.39%−840−0.4%Reduced
State of Wisconsin Investment Board232,271$167.0M0.32%+16,450+7.6%Added
Credit Suisse AG233,272$167.8M0.13%−126,018−35.1%Reduced
Alliancebernstein L.P.241,073$173.4M0.06%−24,946−9.4%Reduced
Rhumbline Advisers244,506$175.8M0.22%+763+0.3%Added
Principal Financial Group Inc245,712$176.7M0.11%+15,248+6.6%Added
California State Teachers Retirement System254,350$182.9M0.21%+5,806+2.3%Added
Swedbank AB259,343$186.3M0.32%+21,313+9.0%Added
Bank of Nova Scotia260,554$187.4M0.27%+121,725+87.7%Added
New York State Common Retirement Fund262,025$188.4M0.19%−630.0%Reduced
Boston Partners277,980$199.8M0.24%−171,032−38.1%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital279,832$201.2M2.43%+8,910+3.3%Added
Rafferty Asset Management, LLC281,371$202.3M1.06%+83,338+42.1%Added
Oaktop Capital Management II, L.P.285,246$205.1M24.74%00.0%Unchanged
Adage Capital Partners GP, L.L.C.292,870$210.6M0.38%+62,800+27.3%Added
ProShare Advisors LLC294,156$211.5M0.42%+100,912+52.2%Added
AQR Capital Management LLC296,623$213.3M0.39%−9,171−3.0%Reduced