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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
Teachers Retirement System of the State of Kentucky10,510$7.56M0.07%−32,825−75.7%Reduced
Cetera Investment Advisers10,344$7.44M0.11%+304+3.0%Added
Baldwin Investment Management, LLC10,340$7.44M1.95%+88+0.9%Added
Alerus Financial NA10,264$7.38M0.60%+516+5.3%Added
Knights of Columbus Asset Advisors LLC10,241$7.37M0.60%+422+4.3%Added
NJ State Employees Deferred Compensation Plan10,225$7.35M0.93%00.0%Unchanged
MML Investors Services, LLC10,198$7.33M0.05%+384+3.9%Added
Threadgill Financial, LLC10,156$7.30M4.35%+6,367+168.0%Added
Breiter Capital Management Inc10,067$7.24M3.55%+20+0.2%Added
Vestor Capital, LLC10,062$7.24M0.69%+113+1.1%Added
Pallas Capital Advisors LLC11,942$7.24M0.88%+450+3.9%Added
Ilmarinen Mutual Pension Insurance Co10,000$7.19M0.08%00.0%Unchanged
Ninety One SA (PTY) Ltd9,758$7.03M2.05%+1,732+21.6%Added
Aviance Capital Partners, LLC9,740$7.00M1.17%+99+1.0%Added
Harbour Capital Advisors, LLC9,735$7.00M1.72%+63+0.7%Added
Northwest Bancshares, Inc.9,701$6.98M1.37%−15−0.2%Reduced
Cullinan Associates Inc9,700$6.98M0.36%00.0%Unchanged
Heritage Trust Co9,605$6.91M0.89%+46+0.5%Added
Goodman Advisory Group, LLC9,590$6.90M2.33%+9,590New
Distillate Capital Partners LLC9,567$6.88M1.15%+9,567New
Carret Asset Management, LLC9,544$6.86M0.76%−163−1.7%Reduced
Nomura Holdings Inc9,480$6.82M0.04%−23,949−71.6%Reduced
D.A. Davidson & Co.9,487$6.82M0.07%+605+6.8%Added
Kovitz Investment Group Partners, LLC14,350$6.78M0.16%−531−3.6%Reduced
Trustmark National Bank Trust Department9,294$6.68M0.51%−68−0.7%Reduced
McBroom & Associates, LLC9,226$6.63M4.99%+9,226New
AE Wealth Management LLC9,225$6.63M0.05%+107+1.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd9,226$6.63M0.14%+491+5.6%Added
Altrafin AG9,113$6.55M2.37%+9,113New
Central Bank & Trust Co9,032$6.50M1.00%+81+0.9%Added
First Citizens Bank & Trust Co9,018$6.49M0.25%+153+1.7%Added
Stratos Wealth Partners, LTD.8,954$6.44M0.14%+472+5.6%Added
Fusion Capital, LLC8,950$6.44M3.27%+430+5.0%Added
Parsec Financial Management, Inc.8,938$6.43M0.27%+1,108+14.2%Added
Taylor Hoffman Wealth Management8,864$6.38M2.43%+266+3.1%Added
Kentucky Retirement Systems8,749$6.29M0.26%+673+8.3%Added
New Mexico Educational Retirement Board8,693$6.25M0.21%−600−6.5%Reduced
Assetmark, Inc8,640$6.21M0.03%+2,124+32.6%Added
Creative Planning8,632$6.21M0.01%−3,689−29.9%Reduced
Harvest Volatility Management LLC8,583$6.17M0.31%+2,053+31.4%Added
Prime Capital Investment Advisors, LLC8,562$6.16M0.33%−3,156−26.9%Reduced
Martingale Asset Management L P8,535$6.14M0.08%+235+2.8%Added
Crossmark Global Holdings, Inc.8,528$6.13M0.13%−3,269−27.7%Reduced
Hohimer Wealth Management, LLC8,522$6.13M1.29%−1,602−15.8%Reduced
TD Private Client Wealth LLC8,362$6.01M0.25%−1,909−18.6%Reduced
Scholtz & Company, LLC8,329$5.99M1.94%+216+2.7%Added
Atria Investments LLC8,285$5.96M0.11%−4,185−33.6%Reduced
Alcosta Capital Management, Inc.8,155$5.87M3.53%+54+0.7%Added
Farmers Trust Co8,130$5.85M1.20%−241−2.9%Reduced
Jackson Square Capital, LLC8,122$5.84M1.68%−20−0.2%Reduced
Brighton Jones LLC8,115$5.84M0.28%+7,340+947.1%Added
CIBC World Markets Corp8,100$5.83M0.03%−5,529−40.6%Reduced
Artemis Wealth Advisors, LLC8,000$5.75M0.71%00.0%Unchanged
Cornerstone Advisors, LLC8,000$5.75M0.31%00.0%Unchanged
Virginia Retirement Systems Et Al8,000$5.75M0.05%+8,000New
Moneta Group Investment Advisors LLC7,920$5.70M0.23%+6,829+625.9%Added
Andra AP-fonden7,900$5.68M0.12%−2,100−21.0%Reduced
TD Waterhouse Canada Inc.7,792$5.63M0.05%+7,792New
Van Hulzen Asset Management, LLC7,816$5.63M0.61%+2,111+37.0%Added
Fiera Capital Corp7,817$5.62M0.01%−1,375−15.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,770$5.59M0.02%−900−10.4%Reduced
Heron Bay Capital Management7,694$5.53M2.73%−243−3.1%Reduced
Arabesque Asset Management Ltd7,657$5.51M1.59%+570+8.0%Added
Aigen Investment Management, LP7,911$5.50M0.34%+7,911New
Monetary Management Group Inc7,588$5.46M1.35%+100+1.3%Added
Institute for Wealth Management, LLC.7,575$5.45M0.89%−15−0.2%Reduced
Whittier Trust Co7,574$5.45M0.09%+20.0%Added
Insight Wealth Strategies, LLC7,570$5.44M0.78%+661+9.6%Added
Laffer Tengler Investments7,537$5.42M1.57%+560+8.0%Added
Siemens Fonds Invest GmbH7,506$5.39M0.36%+973+14.9%Added
Quantitative Investment Management, LLC7,468$5.37M0.75%+7,468New
Great Lakes Advisors, LLC7,423$5.34M0.08%+299+4.2%Added
KWMG, LLC7,379$5.31M0.72%+101+1.4%Added
Cutler Group LP7,326$5.27M0.36%+3,952+117.1%Added
Yarbrough Capital, LLC7,308$5.26M0.28%+7,308New
Level Four Advisory Services, LLC7,289$5.24M0.40%+91+1.3%Added
Marshall & Sullivan Inc7,241$5.21M2.51%+114+1.6%Added
Cypress Capital Group7,186$5.17M0.65%+145+2.1%Added
Roanoke Asset Management Corp7,135$5.13M1.70%−20−0.3%Reduced
South Dakota Investment Council7,027$5.05M0.08%00.0%Unchanged
E. Ohman J:or Asset Management AB6,950$5.00M0.14%+500+7.8%Added
Clear Street Markets LLC6,859$4.93M0.44%+2,755+67.1%Added
Northwestern Mutual Investment Management Company, LLC6,792$4.88M0.09%−176−2.5%Reduced
New Potomac Partners, LLC6,756$4.86M3.15%−30−0.4%Reduced
Mathes Company, Inc.6,754$4.86M1.67%−340−4.8%Reduced
Cresset Asset Management, LLC6,716$4.84M0.05%+17+0.3%Added
Charter Trust Co6,684$4.81M0.41%−10.0%Reduced
Naples Global Advisors, LLC6,678$4.80M0.56%+152+2.3%Added
Paradiem, LLC8,079$4.77M1.55%−162−2.0%Reduced
Swarthmore Group Inc6,575$4.73M1.12%−10,118−60.6%Reduced
Commerce Bank6,542$4.71M0.03%+25+0.4%Added
Weiss Multi-Strategy Advisers LLC6,521$4.69M0.11%+1,521+30.4%Added
National Bank of Canada6,505$4.68M0.02%+6,505New
Ethic Inc.6,440$4.63M0.36%+1,910+42.2%Added
Tudor Investment Corp Et Al6,334$4.55M0.09%−2,971−31.9%Reduced
Montag A & Associates Inc6,285$4.52M0.22%+2,297+57.6%Added
Strategic Financial Services, Inc,6,270$4.51M0.34%−256−3.9%Reduced
Two Sigma Securities, LLC6,263$4.50M0.88%+6,263New
Kestra Advisory Services, LLC6,228$4.48M0.05%−128−2.0%Reduced
Regentatlantic Capital LLC6,154$4.43M0.12%−85−1.4%Reduced