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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
California Public Employees Retirement System305,114$219.4M0.15%−14,652−4.6%Reduced
AMF Pensionsforsakring AB307,731$221.4M1.51%+213,973+228.2%Added
Bank of Montreal333,625$242.4M0.13%+42,480+14.6%Added
Capitolis Advisors LLC338,358$243.3M1.45%+185,700+121.6%Added
HSBC Holdings PLC352,487$253.9M0.27%+89,528+34.0%Added
Capital Research Global Investors360,225$259.1M0.06%−241,186−40.1%Reduced
The PNC Financial Services Group, Inc.369,557$265.8M0.22%−1,790−0.5%Reduced
Fred Alger Management, LLC372,695$268.0M0.67%−55,531−13.0%Reduced
UBS Group AG381,354$274.3M0.11%−183,682−32.5%Reduced
1832 Asset Management L.P.414,564$300.9M0.53%+288,808+229.7%Added
Royal Bank of Canada422,372$303.7M0.07%+70,488+20.0%Added
Citigroup Inc450,267$323.8M0.29%+31,731+7.6%Added
First Trust Advisors LP451,810$324.9M0.32%−68,752−13.2%Reduced
Deutsche Bank AG456,590$328.4M0.15%+33,698+8.0%Added
Capital World Investors462,424$332.6M0.05%00.0%Unchanged
Victory Capital Management Inc464,559$334.1M0.31%+28,018+6.4%Added
Capital International Investors489,989$352.4M0.07%+173,774+55.0%Added
Canada Pension Plan Investment Board500,149$359.7M0.38%+16,352+3.4%Added
Sumitomo Mitsui Trust Holdings, Inc.532,962$383.3M0.23%+44,002+9.0%Added
Swiss National Bank539,632$388.1M0.23%−24,300−4.3%Reduced
Parametric Portfolio Associates LLC560,302$402.9M0.21%+5,281+1.0%Added
Maj Invest Holding A/S631,902$454.4M7.38%+14,905+2.4%Added
Invesco Ltd.639,903$460.2M0.11%−29,307−4.4%Reduced
Wellington Management Group LLP673,184$484.1M0.08%−323,475−32.5%Reduced
GQG Partners LLC688,500$495.1M1.23%−295,659−30.0%Reduced
Van Eck Associates Corp690,510$496.6M1.15%+6,445+0.9%Added
Dimensional Fund Advisors LP692,051$497.7M0.15%−35,288−4.9%Reduced
Price T Rowe Associates Inc697,022$501.3M0.05%+335,768+92.9%Added
Charles Schwab Investment Management Inc703,663$506.0M0.15%+9,083+1.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC719,641$517.5M2.49%+9,462+1.3%Added
Barclays PLC733,847$527.7M0.32%+349,537+91.0%Added
Nordea Investment Management AB753,250$542.7M0.65%−24,021−3.1%Reduced
Alkeon Capital Management LLC766,543$551.3M1.89%+195,000+34.1%Added
WCM Investment Management, LLC777,240$559.0M1.26%+256,219+49.2%Added
Coatue Management LLCSuperinvestorCoatue Management860,025$618.5M2.74%+452,154+110.9%Added
UBS Asset Management Americas Inc863,930$621.3M0.24%+227,753+35.8%Added
Vulcan Value Partners, LLC890,399$640.3M3.27%−6,232−0.7%Reduced
Bank of America Corp938,870$675.2M0.07%−198,592−17.5%Reduced
Wells Fargo & Company951,993$684.6M0.18%−56,999−5.6%Reduced
Goldman Sachs Group Inc1,007,653$724.7M0.18%+112,202+12.5%Added
Amundi1,061,243$728.8M0.46%+212,175+25.0%Added
Legal & General Group Plc1,044,925$751.5M0.23%−39,697−3.7%Reduced
Pictet Asset Management SA1,063,028$764.5M0.76%+18,477+1.8%Added
Franklin Resources Inc1,209,904$870.1M0.31%+17,023+1.4%Added
Morgan Stanley1,219,727$877.2M0.11%+187,973+18.2%Added
Allianz Asset Management GmbH1,226,449$882.0M0.64%−32,226−2.6%Reduced
Sands Capital Management, LLC1,389,758$999.4M1.85%−101,685−6.8%Reduced
Norges Bank1,397,617$1.01B0.21%−110,241−7.3%Reduced
Nuveen Asset Management, LLC1,610,135$1.16B0.34%−56,330−3.4%Reduced
Northern Trust Corp1,669,764$1.20B0.20%−26,745−1.6%Reduced
Bank of New York Mellon Corp1,683,663$1.21B0.22%+39,278+2.4%Added
Massachusetts Financial Services Co1,782,657$1.28B0.35%+5,996+0.3%Added
Fisher Asset Management, LLC1,802,042$1.30B0.73%+57,739+3.3%Added
Geode Capital Management, LLC2,330,235$1.67B0.20%+2,706+0.1%Added
Janus Henderson Group PLC3,161,303$2.27B0.95%−73,244−2.3%Reduced
JPMorgan Chase & Co4,348,865$3.13B0.39%−507,696−10.5%Reduced
Ameriprise Financial Inc4,752,984$3.42B0.95%−320,625−6.3%Reduced
State Street Corp5,958,050$4.29B0.20%+103,296+1.8%Added
FMR LLC6,865,267$4.94B0.36%−6,950−0.1%Reduced
BlackRock Inc.11,100,869$7.98B0.20%−212,363−1.9%Reduced
Vanguard Group Inc11,504,998$8.27B0.19%−60,116−0.5%Reduced
Two Sigma Investments, LP0$00.00%−385,114−100.0%Sold out
Aspex Management (HK) Ltd0$00.00%−262,907−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−106,780−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−97,670−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−93,654−100.0%Sold out
Rokos Capital Management LLP0$00.00%−82,715−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−43,718−100.0%Sold out
Todd Asset Management LLC0$00.00%−32,289−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−21,610−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−21,224−100.0%Sold out
Optimus Prime Fund Management Co., Ltd.0$00.00%−20,000−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−18,702−100.0%Sold out
PEAK6 Investments LLC0$00.00%−18,655−100.0%Sold out
Walleye Trading LLC0$00.00%−6,766−100.0%Sold out
Artemis Investment Management LLP0$00.00%−6,390−100.0%Sold out
Virtu Financial LLC0$00.00%−6,186−100.0%Sold out
Susquehanna International Group Ltd.0$00.00%−5,210−100.0%Sold out
Quantbot Technologies LP0$00.00%−4,141−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−3,967−100.0%Sold out
Meeder Asset Management Inc0$00.00%−3,637−100.0%Sold out
Quadrature Capital Ltd0$00.00%−3,210−100.0%Sold out
Donoghue Forlines LLC0$00.00%−3,123−100.0%Sold out
Pearl River Capital, LLC0$00.00%−2,987−100.0%Sold out
Caas Capital Management LP0$00.00%−2,900−100.0%Sold out
Sciencast Management LP0$00.00%−2,725−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−2,642−100.0%Sold out
Capula Management Ltd0$00.00%−2,448−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−2,000−100.0%Sold out
Stevens Capital Management LP0$00.00%−1,791−100.0%Sold out
Palisade Capital Management LLC0$00.00%−1,700−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−1,589−100.0%Sold out
Duality Advisers, LP0$00.00%−1,517−100.0%Sold out
SG3 Management, LLC0$00.00%−1,500−100.0%Sold out
Hobart Private Capital, LLC0$00.00%−1,412−100.0%Sold out
IAM Advisory, LLC0$00.00%−1,449−100.0%Sold out
Maven Securities LTD0$00.00%−1,226−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−1,220−100.0%Sold out
Wright Investors Service Inc0$00.00%−1,131−100.0%Sold out
Beck Capital Management, LLC0$00.00%−1,131−100.0%Sold out