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 |
|---|---|---|---|---|---|
| Scge Management, L.P. | 150,000 | $107.9M | 1.22% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 149,508 | $107.5M | 2.65% | −12,882−7.9% | Reduced |
| William Blair Investment Management, LLC | 147,912 | $106.4M | 0.29% | +34,486+30.4% | Added |
| STRS Ohio | 146,493 | $105.3M | 0.37% | −1,547−1.0% | Reduced |
| Varenne Capital Partners | 143,591 | $103.3M | 15.32% | +143,591 | New |
| Prudential Financial Inc | 162,310 | $102.5M | 0.13% | −91,551−36.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 142,109 | $102.2M | 0.22% | +66,201+87.2% | Added |
| Nomura Asset Management Co Ltd | 136,515 | $98.2M | 0.50% | +1,921+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 134,511 | $96.7M | 0.20% | −85−0.1% | Reduced |
| Platinum Investment Management Ltd | 133,951 | $96.3M | 2.68% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 133,262 | $95.8M | 0.22% | −193,954−59.3% | Reduced |
| Great West Life Assurance Co | 129,046 | $92.6M | 0.19% | −7,531−5.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 128,383 | $92.3M | 0.49% | +1,881+1.5% | Added |
| Mizuho Markets Americas LLC | 127,013 | $91.3M | 4.81% | +127,013 | New |
| Pinnacle Associates Ltd | 121,430 | $87.3M | 1.51% | −15,361−11.2% | Reduced |
| Wolverine Trading, LLC | 115,312 | $82.8M | 1.11% | −5,478−4.5% | Reduced |
| Millennium Management LLC | 114,080 | $82.0M | 0.09% | −180,940−61.3% | Reduced |
| Guggenheim Capital LLC | 113,081 | $81.3M | 0.43% | +4,766+4.4% | Added |
| M&G Investment Management Ltd | 111,974 | $80.5M | 0.58% | +24,641+28.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 111,645 | $80.3M | 0.17% | +74,957+204.3% | Added |
| Marsico Capital Management LLC | 110,453 | $79.4M | 2.32% | −4,104−3.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 109,084 | $78.4M | 0.46% | +2,000+1.9% | Added |
| Manufacturers Life Insurance Company, The | 108,699 | $78.2M | 0.05% | −23,464−17.8% | Reduced |
| Ci Investments Inc. | 108,393 | $78.0M | 0.27% | +7,767+7.7% | Added |
| Raymond James & Associates | 107,894 | $77.6M | 0.06% | −8,804−7.5% | Reduced |
| Ardevora Asset Management LLP | 106,173 | $76.4M | 0.81% | +700+0.7% | Added |
| Frontier Capital Management Co LLC | 105,675 | $76.0M | 0.60% | −15,881−13.1% | Reduced |
| Associated Banc-Corp | 103,441 | $74.4M | 2.73% | +6,382+6.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 102,187 | $73.4M | 0.11% | −6,826−6.3% | Reduced |
| RWC Asset Management LLP | 101,747 | $73.2M | 2.03% | +616+0.6% | Added |
| Castleark Management LLC | 97,460 | $70.1M | 2.58% | −210−0.2% | Reduced |
| Capital International Inc | 97,243 | $69.9M | 0.65% | −160.0% | Reduced |
| HM Payson & Co | 96,482 | $69.4M | 1.51% | −5,492−5.4% | Reduced |
| Storebrand Asset Management AS | 95,392 | $68.6M | 0.30% | −4,291−4.3% | Reduced |
| LSV Asset Management | 95,300 | $68.5M | 0.12% | −32,780−25.6% | Reduced |
| State of Tennessee, Treasury Department | 93,800 | $67.5M | 0.25% | +14,330+18.0% | Added |
| Neuberger Berman Group LLC | 95,445 | $66.7M | 0.05% | −138,294−59.2% | Reduced |
| Wedge Capital Management L L P | 92,453 | $66.5M | 0.82% | −23,863−20.5% | Reduced |
| Group One Trading, L.P. | 91,606 | $65.9M | 1.24% | +54,161+144.6% | Added |
| Blue Whale Capital LLP | 90,500 | $65.1M | 5.30% | +24,500+37.1% | Added |
| Russell Investments Group, Ltd. | 90,224 | $64.9M | 0.10% | −11,470−11.3% | Reduced |
| Susquehanna International Group, LLP | 88,697 | $63.8M | 0.10% | −303,096−77.4% | Reduced |
| Public Employees Retirement System of Ohio | 87,468 | $62.9M | 0.21% | −4,880−5.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 85,429 | $61.4M | 0.20% | −3,053−3.5% | Reduced |
| Employees Provident Fund Board | 85,000 | $61.1M | 1.01% | +25,000+41.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,254 | $60.4M | 0.24% | +11,071+15.3% | Added |
| State of New Jersey Common Pension Fund D | 82,585 | $59.4M | 0.17% | −1,293−1.5% | Reduced |
| Truist Financial Corp | 81,296 | $58.5M | 0.09% | −4,330−5.1% | Reduced |
| Schroder Investment Management Group | 80,615 | $58.0M | 0.08% | −13,633−14.5% | Reduced |
| Renaissance Technologies LLC | 76,656 | $55.1M | 0.07% | −103,400−57.4% | Reduced |
| Stifel Financial Corp | 76,102 | $54.7M | 0.07% | +5,560+7.9% | Added |
| Maplelane Capital, LLC | 76,000 | $54.7M | 4.63% | +49,499+186.8% | Added |
| Calamos Advisors LLC | 75,759 | $54.5M | 0.22% | +1,996+2.7% | Added |
| Voya Investment Management LLC | 72,835 | $52.4M | 0.10% | +2,251+3.2% | Added |
| HighTower Advisors, LLC | 71,747 | $51.5M | 0.11% | +34,907+94.8% | Added |
| Thrivent Financial for Lutherans | 71,100 | $51.1M | 0.10% | +5,046+7.6% | Added |
| Jane Street Group, LLC | 70,840 | $50.9M | 0.10% | −61,799−46.6% | Reduced |
| Voloridge Investment Management, LLC | 68,352 | $49.2M | 0.27% | −109,582−61.6% | Reduced |
| Asset Management One Co.,Ltd. | 67,646 | $49.1M | 0.17% | −629−0.9% | Reduced |
| Man Group plc | 68,094 | $49.0M | 0.16% | +15,517+29.5% | Added |
| Crosslink Capital Inc | 66,509 | $47.8M | 7.56% | −10,685−13.8% | Reduced |
| Assenagon Asset Management S.A. | 66,257 | $47.6M | 0.18% | +61,662+1,341.9% | Added |
| LPL Financial LLC | 65,924 | $47.4M | 0.04% | −5,477−7.7% | Reduced |
| Erste Asset Management GmbH | 65,287 | $47.1M | 0.85% | +4,101+6.7% | Added |
| Putnam Investments LLC | 64,557 | $46.4M | 0.07% | −34,914−35.1% | Reduced |
| Huntington National Bank | 63,849 | $45.9M | 0.42% | −21,947−25.6% | Reduced |
| Clough Capital Partners L P | 63,310 | $45.5M | 3.06% | +63,310 | New |
| Northwestern Mutual Wealth Management Co | 63,087 | $45.4M | 0.07% | +1,533+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 62,746 | $45.1M | 0.10% | −10,462−14.3% | Reduced |
| ARS Investment Partners, LLC | 62,357 | $44.8M | 4.12% | −157−0.3% | Reduced |
| NN Investment Partners Holdings N.V. | 62,351 | $44.8M | 0.22% | +8,623+16.0% | Added |
| Marlowe Partners LP | 59,847 | $43.0M | 24.40% | +1,574+2.7% | Added |
| Treasurer of the State of North Carolina | 59,784 | $43.0M | 0.23% | −370−0.6% | Reduced |
| Mariner, LLC | 59,379 | $42.7M | 0.18% | +3,859+7.0% | Added |
| Holocene Advisors, LP | 57,780 | $41.6M | 0.22% | +57,780 | New |
| Vontobel Holding Ltd. | 57,621 | $41.4M | 0.34% | +6,802+13.4% | Added |
| Standard Life Aberdeen plc | 56,663 | $40.7M | 0.09% | −26,507−31.9% | Reduced |
| NZS Capital, LLC | 55,514 | $39.9M | 3.50% | −123−0.2% | Reduced |
| SEI Investments Co | 55,680 | $39.8M | 0.07% | +2,235+4.2% | Added |
| American International Group, Inc. | 54,861 | $39.5M | 0.20% | −168−0.3% | Reduced |
| Marshall Wace, LLP | 54,240 | $39.0M | 0.08% | +54,187+102,239.6% | Added |
| Flputnam Investment Management Co | 54,071 | $38.9M | 1.19% | −4,332−7.4% | Reduced |
| Braun Stacey Associates Inc | 53,026 | $38.1M | 1.39% | −1,431−2.6% | Reduced |
| Dana Investment Advisors, Inc. | 51,974 | $37.4M | 1.62% | −4,458−7.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 51,467 | $37.0M | 2.12% | +51,467 | New |
| Arvest Trust Co N A | 51,434 | $37.0M | 1.95% | +51,434 | New |
| Clark Capital Management Group, Inc. | 50,986 | $36.7M | 0.45% | +1,589+3.2% | Added |
| Teacher Retirement System of Texas | 50,675 | $36.4M | 0.16% | −697−1.4% | Reduced |
| Renaissance Group LLC | 50,574 | $36.4M | 1.48% | −984−1.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,311 | $36.1M | 0.19% | −56,907−53.1% | Reduced |
| Advisor Group Holdings, Inc. | 49,630 | $35.7M | 0.07% | +6,979+16.4% | Added |
| Royal London Asset Management Ltd | 49,104 | $35.3M | 0.13% | −1,479−2.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 48,935 | $35.2M | 1.14% | +1,294+2.7% | Added |
| US Bancorp | 48,120 | $34.6M | 0.05% | −216−0.4% | Reduced |
| Clearbridge Investments, LLC | 47,020 | $33.8M | 0.02% | +28+0.1% | Added |
| Retirement Systems of Alabama | 46,652 | $33.5M | 0.12% | −2,285−4.7% | Reduced |
| Janney Montgomery Scott LLC | 46,501 | $33.4M | 0.13% | −8,628−15.7% | Reduced |
| Aviva PLC | 45,129 | $32.5M | 0.14% | +1,539+3.5% | Added |
| Heard Capital LLC | 44,946 | $32.3M | 5.06% | +869+2.0% | Added |
| CIBC Asset Management Inc | 44,879 | $32.3M | 0.12% | +18,543+70.4% | Added |