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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
APG Asset Management N.V.24,011$15.2M0.03%−2,700−10.1%Reduced
Churchill Management Corp21,111$15.2M0.21%+555+2.7%Added
Mackay Shields LLC21,093$15.2M0.13%−776−3.5%Reduced
Spire Wealth Management21,006$15.1M0.34%+866+4.3%Added
Tredje AP-fonden20,960$15.1M0.29%−3,433−14.1%Reduced
Profund Advisors LLC20,858$15.0M0.49%+491+2.4%Added
Panagora Asset Management Inc20,264$14.6M0.08%−12,025−37.2%Reduced
Pacer Advisors, Inc.20,140$14.5M0.15%+6,639+49.2%Added
Swiss Life Asset Management Ltd19,735$14.2M0.18%−4,999−20.2%Reduced
Zacks Investment Management19,702$14.2M0.20%+18,075+1,110.9%Added
Dai-Ichi Life Insurance Company, Ltd19,454$14.0M0.18%−3,000−13.4%Reduced
Texas Permanent School Fund19,421$14.0M0.17%−2,595−11.8%Reduced
IFM Investors Pty Ltd19,073$13.7M0.25%−332−1.7%Reduced
Texas Capital Bank Wealth Management Services Inc19,042$13.7M1.19%−16−0.1%Reduced
Amica Mutual Insurance Co18,966$13.6M1.15%00.0%Unchanged
CIBC World Markets Inc.18,797$13.5M0.04%+864+4.8%Added
Steward Partners Investment Advisory, LLC18,361$13.2M0.20%+120+0.7%Added
Aptus Capital Advisors, LLC17,770$12.8M0.43%+3,317+23.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,673$12.7M0.13%−185−1.0%Reduced
Marvin & Palmer Associates Inc17,557$12.6M5.40%−2,484−12.4%Reduced
Illinois Municipal Retirement Fund17,417$12.5M0.35%+2,404+16.0%Added
Banco Bilbao Vizcaya Argentaria, S.A.17,258$12.4M0.16%−20,400−54.2%Reduced
Nissay Asset Management Corp17,231$12.4M0.09%−287−1.6%Reduced
J.P. Marvel Investment Advisors, LLC16,964$12.2M2.38%−78−0.5%Reduced
Maple Capital Management, Inc.16,882$12.1M1.32%+1,103+7.0%Added
NewEdge Wealth, LLC16,648$12.0M0.50%+554+3.4%Added
Liontrust Investment Partners LLP16,500$11.9M0.14%−1,800−9.8%Reduced
Candriam Luxembourg S.C.A.16,487$11.9M0.08%−13,003−44.1%Reduced
B. Metzler seel. Sohn & Co. AG16,493$11.8M0.15%+16,493New
Cypress Capital, LLC16,342$11.8M1.34%+50.0%Added
Louisiana State Employees Retirement System16,300$11.7M0.26%+100+0.6%Added
YHB Investment Advisors, Inc.16,208$11.7M0.92%−10−0.1%Reduced
Banque Pictet & Cie SA15,943$11.5M0.08%+2,175+15.8%Added
Twin Tree Management, LP15,899$11.4M0.28%−19,980−55.7%Reduced
Elemental Capital Partners LLC15,525$11.3M9.70%−250−1.6%Reduced
Advisory Services Network, LLC15,741$11.3M0.33%+253+1.6%Added
Cable Hill Partners, LLC15,422$11.1M2.29%−825−5.1%Reduced
Bokf, NA15,390$11.1M0.17%+384+2.6%Added
FourThought Financial, LLC15,248$11.0M1.38%−83−0.5%Reduced
Palladium Partners LLC15,148$10.9M0.45%+15,148New
Rockefeller Capital Management L.P.15,158$10.9M0.05%+528+3.6%Added
Private Advisor Group, LLC15,120$10.9M0.08%−8,934−37.1%Reduced
Hartford Investment Management Co15,088$10.9M0.25%+979+6.9%Added
Jackson Wealth Management, LLC15,027$10.8M1.37%+15,027New
Harbor Capital Advisors, Inc.14,874$10.7M3.89%+14,874New
BTC Capital Management, Inc.14,571$10.5M1.04%+273+1.9%Added
Taika Capital, LP14,070$10.2M8.06%+14,070New
FIL Ltd14,157$10.2M0.01%+7,047+99.1%Added
Daiwa Securities Group Inc.14,124$10.2M0.06%+559+4.1%Added
L & S Advisors Inc13,936$10.0M1.08%+2,202+18.8%Added
Nicholas Investment Partners, LP13,832$9.95M0.63%+3,198+30.1%Added
Bank of the West13,735$9.88M0.94%+53+0.4%Added
Vident Investment Advisory, LLC13,716$9.86M0.26%+10,528+330.2%Added
Hosking Partners LLP13,707$9.86M0.24%−259−1.9%Reduced
Steel Peak Wealth Management LLC13,684$9.84M0.59%−10,984−44.5%Reduced
Fuller & Thaler Asset Management, Inc.13,636$9.81M0.06%−1,774−11.5%Reduced
SG Americas Securities, LLC13,509$9.71M0.06%−8,286−38.0%Reduced
Seizert Capital Partners, LLC13,456$9.68M0.43%+3,275+32.2%Added
Norinchukin Bank, The13,286$9.55M0.12%−981−6.9%Reduced
Horizon Investment Services, LLC13,047$9.38M4.30%−30.0%Reduced
Alight Capital Management LP13,000$9.35M3.04%+13,000New
Westfield Capital Management Co LP12,945$9.31M0.06%−30−0.2%Reduced
Baker Ellis Asset Management LLC12,900$9.28M1.64%+47+0.4%Added
Wealthfront Advisers LLC12,875$9.26M0.04%+3,645+39.5%Added
Means Investment Co., Inc.12,637$9.09M1.62%+513+4.2%Added
Baker Avenue Asset Management, LP12,636$9.09M0.47%+448+3.7%Added
Impax Asset Management Group plc12,571$9.04M0.03%+4,751+60.8%Added
People's United Financial, Inc.12,564$9.04M0.22%+170+1.4%Added
Harvard Management Co Inc12,521$9.00M0.85%+12,521New
Gateway Investment Advisers LLC12,262$8.82M0.08%−981−7.4%Reduced
Socorro Asset Management LP12,211$8.78M2.50%−1,321−9.8%Reduced
First Horizon Advisors, Inc.12,199$8.77M0.26%−64−0.5%Reduced
Cozad Asset Management Inc12,197$8.77M1.24%−180−1.5%Reduced
Securian Asset Management, Inc12,171$8.75M0.16%−282−2.3%Reduced
Glenmede Trust Co NA12,145$8.73M0.04%−31,384−72.1%Reduced
PFS Investments Inc.11,998$8.63M0.17%+1,541+14.7%Added
M&T Bank Corp11,989$8.62M0.04%−359−2.9%Reduced
Cambridge Investment Research Advisors, Inc.11,972$8.61M0.04%−1,219−9.2%Reduced
Claudia M.P. Batlle, CRP (R) LLC11,927$8.58M3.02%+2,262+23.4%Added
Guinness Atkinson Asset Management Inc11,842$8.52M3.72%−330−2.7%Reduced
Ziegler Capital Management, LLC11,637$8.37M0.30%−583−4.8%Reduced
Terry L. Blaker11,517$8.28M0.64%+372+3.3%Added
Shell Asset Management Co11,463$8.24M0.17%+1,861+19.4%Added
WBI Investments11,692$8.22M1.32%+11,692New
Cinctive Capital Management LP11,274$8.11M0.38%−3,719−24.8%Reduced
GWM Advisors LLC11,231$8.08M0.12%+591+5.6%Added
Bailard, Inc.11,052$7.95M0.25%+70+0.6%Added
Bridgeway Capital Management, LLC10,950$7.88M0.15%−500−4.4%Reduced
NWK Group, Inc.10,889$7.83M2.88%+105+1.0%Added
Systematic Alpha Investments, LLC10,889$7.83M0.36%00.0%Unchanged
Advisors Asset Management, Inc.10,882$7.83M0.11%−1,039−8.7%Reduced
Financial Counselors Inc10,835$7.79M0.16%+2,689+33.0%Added
Maryland State Retirement & Pension System10,797$7.76M0.20%00.0%Unchanged
Sitrin Capital Management LLC10,753$7.73M3.64%+30.0%Added
Verition Fund Management LLC10,740$7.72M0.10%+9,616+855.5%Added
Conning Inc.10,725$7.71M0.21%−2,018−15.8%Reduced
Fiduciary Trust Co10,706$7.70M0.13%+29+0.3%Added
Elo Mutual Pension Insurance Co10,627$7.64M0.21%+10,627New
Violich Capital Management, Inc.10,600$7.62M1.09%+20+0.2%Added
Allstate Corp10,538$7.58M0.14%+8,439+402.0%Added