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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 44,836 | $32.2M | 0.14% | +44,836 | New |
| Harbor Island Capital LLC | 44,835 | $32.2M | 14.30% | −323−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 44,828 | $32.2M | 0.04% | +44,828 | New |
| USS Investment Management Ltd | 43,961 | $31.6M | 0.25% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 43,306 | $31.1M | 0.06% | +226+0.5% | Added |
| Natixis Advisors, L.P. | 42,783 | $30.8M | 0.12% | +5,632+15.2% | Added |
| Adams Diversified Equity Fund, Inc. | 42,600 | $30.6M | 1.16% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 42,360 | $30.5M | 8.40% | +351+0.8% | Added |
| First Republic Investment Management, Inc. | 41,607 | $29.9M | 0.06% | −5,363−11.4% | Reduced |
| Guinness Asset Management LTD | 41,599 | $29.9M | 1.17% | +2,035+5.1% | Added |
| Oak Grove Capital LLC | 40,734 | $29.3M | 5.74% | +10,573+35.1% | Added |
| Nisa Investment Advisors, LLC | 47,957 | $28.3M | 0.21% | −20,955−30.4% | Reduced |
| Railway Pension Investments Ltd | 39,300 | $28.3M | 0.21% | +10,700+37.4% | Added |
| Los Angeles Capital Management LLC | 39,086 | $28.1M | 0.10% | −66,120−62.8% | Reduced |
| Arizona State Retirement System | 38,879 | $28.0M | 0.21% | −892−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 38,856 | $27.9M | 1.98% | −22−0.1% | Reduced |
| State of Michigan Retirement System | 38,769 | $27.9M | 0.15% | +1,784+4.8% | Added |
| Capital Group Private Client Services, Inc. | 38,669 | $27.8M | 0.30% | +219+0.6% | Added |
| Colony Group LLC | 37,939 | $27.3M | 0.48% | +557+1.5% | Added |
| Handelsbanken Fonder AB | 37,835 | $27.2M | 0.13% | +465+1.2% | Added |
| McGuire Investment Group, LLC | 37,737 | $27.1M | 4.47% | +401+1.1% | Added |
| Westpac Banking Corp | 37,461 | $26.9M | 0.28% | −2,854−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,201 | $26.8M | 0.13% | −1,547−4.0% | Reduced |
| National Asset Management, Inc. | 36,911 | $26.5M | 0.76% | +2,288+6.6% | Added |
| Cavalry Management Group, LLC | 36,559 | $26.3M | 3.05% | +36,559 | New |
| Alberta Investment Management Corp | 36,331 | $26.1M | 0.16% | 00.0% | Unchanged |
| Foundry Partners, LLC | 35,931 | $25.8M | 0.92% | +126+0.4% | Added |
| Guardian Capital LP | 35,903 | $25.8M | 0.50% | −743−2.0% | Reduced |
| Amalgamated Bank | 35,798 | $25.7M | 0.19% | +2,913+8.9% | Added |
| PGGM Investments | 35,557 | $25.6M | 0.13% | −22,264−38.5% | Reduced |
| Baird Financial Group, Inc. | 35,424 | $25.5M | 0.06% | +882+2.6% | Added |
| Forsta Ap-Fonden | 35,400 | $25.5M | 0.26% | +400+1.1% | Added |
| LMR Partners LLP | 35,235 | $25.3M | 0.33% | +35,235 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 34,939 | $25.1M | 1.85% | −987−2.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,768 | $25.0M | 0.22% | −2,769−7.4% | Reduced |
| TCW Group Inc | 34,127 | $24.5M | 0.20% | −4,410−11.4% | Reduced |
| Meritage Portfolio Management | 33,649 | $24.2M | 1.37% | +14,062+71.8% | Added |
| DnB Asset Management AS | 33,505 | $24.1M | 0.14% | +2,960+9.7% | Added |
| American Century Companies Inc | 33,189 | $23.9M | 0.02% | +10,433+45.8% | Added |
| Tiaa, FSB | 33,100 | $23.7M | 0.08% | +2,552+8.4% | Added |
| Simplex Trading, LLC | 32,899 | $23.7M | 0.78% | +25,240+329.5% | Added |
| Reilly Financial Advisors, LLC | 32,400 | $23.3M | 1.73% | −980−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 32,132 | $23.1M | 0.03% | +28,066+690.3% | Added |
| Oregon Public Employees Retirement Fund | 32,116 | $23.1M | 0.25% | −29,641−48.0% | Reduced |
| Leuthold Group, LLC | 31,476 | $22.6M | 2.65% | −743−2.3% | Reduced |
| ClariVest Asset Management LLC | 31,241 | $22.5M | 0.69% | −834−2.6% | Reduced |
| MetLife Investment Management | 31,110 | $22.4M | 0.18% | −1,076−3.3% | Reduced |
| Pinebridge Investments, L.P. | 31,060 | $22.3M | 0.23% | +13,039+72.4% | Added |
| Northwest & Ethical Investments L.P. | 30,903 | $22.2M | 0.66% | +630+2.1% | Added |
| One01 Capital, LP | 30,399 | $21.9M | 8.92% | +30,399 | New |
| Mercer Global Advisors Inc | 30,388 | $21.9M | 0.13% | −2,359−7.2% | Reduced |
| Lido Advisors, LLC | 29,739 | $21.4M | 0.41% | −5,038−14.5% | Reduced |
| Chartwell Investment Partners, LLC | 29,218 | $21.0M | 0.61% | −1,451−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 29,040 | $20.9M | 0.40% | −865−2.9% | Reduced |
| Shelton Capital Management | 29,008 | $20.9M | 0.74% | +2,302+8.6% | Added |
| AXA S.A. | 28,462 | $20.5M | 0.05% | −1,792−5.9% | Reduced |
| Fifth Third Bancorp | 28,336 | $20.4M | 0.08% | −62−0.2% | Reduced |
| Korea Investment CORP | 28,000 | $20.1M | 0.05% | −19,400−40.9% | Reduced |
| Burney Co | 27,866 | $20.0M | 0.87% | −749−2.6% | Reduced |
| NFJ Investment Group, LLC | 27,815 | $20.0M | 0.36% | +17,211+162.3% | Added |
| CCM Investment Advisers LLC | 27,785 | $20.0M | 2.42% | −507−1.8% | Reduced |
| State of Alaska, Department of Revenue | 27,671 | $19.9M | 0.19% | −3,116−10.1% | Reduced |
| Xponance, Inc. | 27,349 | $19.7M | 0.31% | −171−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 27,182 | $19.5M | 0.95% | +8,180+43.0% | Added |
| Sora Investors LLC | 27,112 | $19.5M | 9.53% | +27,112 | New |
| J. Goldman & Co LP | 27,099 | $19.5M | 1.79% | +27,099 | New |
| Lazard Asset Management LLC | 26,796 | $19.3M | 0.02% | −10,098−27.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 26,649 | $19.2M | 0.71% | −3,128−10.5% | Reduced |
| Harber Asset Management LLC | 26,598 | $19.1M | 4.21% | +2,979+12.6% | Added |
| State Farm Mutual Automobile Insurance Co | 26,331 | $18.9M | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 26,182 | $18.8M | 0.02% | −4,442−14.5% | Reduced |
| Utah Retirement Systems | 25,565 | $18.4M | 0.23% | −193−0.7% | Reduced |
| Citadel Advisors LLC | 24,987 | $18.0M | 0.02% | −19,330−43.6% | Reduced |
| ING Groep NV | 24,958 | $17.9M | 0.16% | +10,358+70.9% | Added |
| British Columbia Investment Management Corp | 24,957 | $17.9M | 0.10% | −1,439−5.5% | Reduced |
| Berkshire Capital Holdings Inc | 24,390 | $17.5M | 2.34% | +24,380+243,800.0% | Added |
| Yousif Capital Management, LLC | 24,060 | $17.3M | 0.18% | +24,060 | New |
| Public Employees Retirement Association of Colorado | 24,021 | $17.3M | 0.07% | −140−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 23,983 | $17.2M | 0.08% | −690−2.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 23,930 | $17.2M | 0.81% | −950−3.8% | Reduced |
| James Investment Research Inc | 23,782 | $17.1M | 1.57% | −1,243−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 23,522 | $16.9M | 0.03% | −1,638−6.5% | Reduced |
| Public Sector Pension Investment Board | 23,494 | $16.9M | 0.09% | −550−2.3% | Reduced |
| Rheos Capital Works Inc. | 23,200 | $16.7M | 0.73% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 23,051 | $16.6M | 0.23% | −4,987−17.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 22,969 | $16.5M | 0.20% | −116,679−83.6% | Reduced |
| Transform Wealth, LLC | 22,967 | $16.5M | 1.73% | −359−1.5% | Reduced |
| Gabelli Funds LLC | 22,880 | $16.5M | 0.10% | −5,020−18.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 22,848 | $16.4M | 0.38% | +22,848 | New |
| Commonwealth Equity Services, LLC | 22,799 | $16.4M | 0.04% | +1,227+5.7% | Added |
| Point72 Hong Kong Ltd | 22,749 | $16.4M | 1.38% | +22,749 | New |
| Metropolitan Life Insurance Co | 22,359 | $16.1M | 0.22% | −819−3.5% | Reduced |
| Mutual of America Capital Management LLC | 22,303 | $16.0M | 0.16% | −330−1.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 22,209 | $16.0M | 0.76% | −1,317−5.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 23,184 | $15.9M | 2.17% | +1,341+6.1% | Added |
| Tower Research Capital LLC (TRC) | 21,994 | $15.8M | 0.27% | +13,409+156.2% | Added |
| United Services Automobile Association | 21,823 | $15.7M | 0.26% | 00.0% | Unchanged |
| Natixis | 21,745 | $15.6M | 0.05% | +5,025+30.1% | Added |
| Comerica Bank | 26,381 | $15.5M | 0.11% | −1,619−5.8% | Reduced |
| Linscomb & Williams, Inc. | 21,442 | $15.4M | 0.74% | −210−1.0% | Reduced |