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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, Q1 2022

Institutional positions in Lam Research Corp as of Mar 31, 2022. 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
1,391
−59 vs. Q4 2021
Shares held
112.7M
−2.64M (−2.3%) vs. Q4 2021
Total value
$60.4B
−$22.5B (−27.1%) vs. Q4 2021
New holders
114
551 more added
Sold out
173
524 more reduced

11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,391 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 heldQ1 2022: $60.4B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2021.

Institutions holding LRCX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio145,232$78.1M0.29%−1,261−0.9%Reduced
1832 Asset Management L.P.143,947$76.3M0.12%−270,617−65.3%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital140,093$75.3M1.35%−139,739−49.9%Reduced
Marsico Capital Management LLC139,195$74.8M2.61%+28,742+26.0%Added
Nomura Asset Management Co Ltd137,974$74.2M0.40%+1,459+1.1%Added
Lord, Abbett & Co. LLC136,364$73.3M0.20%+3,102+2.3%Added
M&G Investment Management Ltd135,853$73.1M0.16%+23,879+21.3%Added
Great West Life Assurance Co126,579$71.7M0.15%−2,467−1.9%Reduced
Bank Julius Baer & Co. Ltd, Zurich131,801$70.9M0.42%+3,418+2.7%Added
Mitsubishi UFJ Trust & Banking Corp130,588$70.2M0.16%−3,923−2.9%Reduced
Heard Capital LLC125,523$67.5M6.18%+80,577+179.3%Added
Blue Whale Capital LLP124,000$66.7M6.41%+33,500+37.0%Added
Platinum Investment Management Ltd118,179$63.5M1.95%−15,772−11.8%Reduced
Pinnacle Associates Ltd117,672$63.3M1.12%−3,758−3.1%Reduced
Employees Provident Fund Board115,000$61.8M1.06%+30,000+35.3%Added
Associated Banc-Corp108,290$58.2M2.24%+4,849+4.7%Added
Millennium Management LLC106,064$57.0M0.07%−8,016−7.0%Reduced
Guggenheim Capital LLC106,014$57.0M0.34%−7,067−6.2%Reduced
Manufacturers Life Insurance Company, The102,950$55.4M0.04%−5,749−5.3%Reduced
Mn Services Vermogensbeheer B.V.102,484$55.1M0.37%−6,600−6.1%Reduced
Tybourne Capital Management (HK) Ltd101,000$54.3M3.21%+101,000New
HM Payson & Co100,120$53.8M1.22%+3,638+3.8%Added
Balyasny Asset Management LLC99,669$53.6M0.24%+54,833+122.3%Added
Ardevora Asset Management LLP98,973$53.2M0.69%−7,200−6.8%Reduced
LSV Asset Management98,473$52.9M0.10%+3,173+3.3%Added
Capital International Inc96,109$51.7M0.58%−1,134−1.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main109,545$50.7M0.08%+7,358+7.2%Added
RWC Asset Management LLP94,285$50.7M1.41%−7,462−7.3%Reduced
Wedge Capital Management L L P93,118$50.1M0.67%+665+0.7%Added
Maplelane Capital, LLC93,000$50.0M6.97%+17,000+22.4%Added
Castleark Management LLC92,530$49.7M2.15%−4,930−5.1%Reduced
Russell Investments Group, Ltd.91,489$49.4M0.09%+1,265+1.4%Added
Frontier Capital Management Co LLC91,293$49.1M0.44%−14,382−13.6%Reduced
Raymond James & Associates91,033$48.9M0.04%−16,861−15.6%Reduced
Toronto Dominion Bank90,283$48.5M0.07%−64,817−41.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.89,516$48.1M0.19%+6,262+7.5%Added
Bank of Nova Scotia87,293$46.9M0.08%−173,261−66.5%Reduced
State of Tennessee, Treasury Department86,582$46.5M0.18%−7,218−7.7%Reduced
Citadel Advisors LLC84,955$45.7M0.05%+59,968+240.0%Added
Chevy Chase Trust Holdings, Inc.84,858$45.6M0.16%−571−0.7%Reduced
Public Employees Retirement System of Ohio84,464$45.4M0.16%−3,004−3.4%Reduced
Panagora Asset Management Inc83,206$44.7M0.24%+62,942+310.6%Added
Korea Investment CORP83,093$44.7M0.11%+55,093+196.8%Added
Truist Financial Corp82,688$44.5M0.07%+1,392+1.7%Added
State of New Jersey Common Pension Fund D82,356$44.3M0.14%−229−0.3%Reduced
Calamos Advisors LLC78,858$42.4M0.16%+3,099+4.1%Added
KBC Group NV77,069$41.4M0.16%−101,730−56.9%Reduced
Neuberger Berman Group LLC76,847$41.3M0.04%−18,598−19.5%Reduced
Stifel Financial Corp75,684$40.7M0.06%−418−0.5%Reduced
Man Group plc75,111$40.4M0.14%+7,017+10.3%Added
Erste Asset Management GmbH71,329$39.0M0.74%+6,042+9.3%Added
Putnam Investments LLC71,984$38.7M0.06%+7,427+11.5%Added
Natixis71,172$38.3M0.13%+49,427+227.3%Added
Twin Tree Management, LP71,050$38.2M0.75%+55,151+346.9%Added
Voya Investment Management LLC70,368$37.8M0.08%−2,467−3.4%Reduced
Aspex Management (HK) Ltd70,000$37.6M1.54%+70,000New
Quadrature Capital Ltd69,577$37.4M1.50%+69,577New
Vontobel Holding Ltd.67,878$37.2M0.32%+10,257+17.8%Added
Ci Investments Inc.67,350$36.2M0.13%−41,043−37.9%Reduced
Storebrand Asset Management AS67,311$36.2M0.17%−28,081−29.4%Reduced
Northwestern Mutual Wealth Management Co67,032$36.0M0.06%+3,945+6.3%Added
Caisse de Depot Et Placement du Quebec66,848$35.9M0.08%−75,261−53.0%Reduced
Crosslink Capital Inc66,339$35.7M6.72%−170−0.3%Reduced
Thrivent Financial for Lutherans65,114$35.0M0.07%−5,986−8.4%Reduced
Tower Research Capital LLC (TRC)64,476$34.7M0.33%+42,482+193.2%Added
Coronation Fund Managers Ltd.64,316$34.6M1.35%+64,316New
Asset Management One Co.,Ltd.64,227$34.5M0.13%−3,419−5.1%Reduced
Robeco Institutional Asset Management B.V.63,727$34.3M0.08%+981+1.6%Added
NN Investment Partners Holdings N.V.63,530$34.2M0.18%+1,179+1.9%Added
ARS Investment Partners, LLC62,280$33.5M3.23%−77−0.1%Reduced
Teacher Retirement System of Texas61,592$33.1M0.17%+10,917+21.5%Added
Treasurer of the State of North Carolina61,010$32.8M0.18%+1,226+2.1%Added
Mariner, LLC61,001$32.8M0.12%+1,622+2.7%Added
SEI Investments Co59,893$32.4M0.07%+4,213+7.6%Added
NZS Capital, LLC60,246$32.4M3.27%+4,732+8.5%Added
Polaris Wealth Advisory Group, LLC61,542$31.0M2.07%+10,075+19.6%Added
NFJ Investment Group, LLC56,981$30.6M0.62%+29,166+104.9%Added
LPL Financial LLC55,895$30.1M0.03%−10,029−15.2%Reduced
Capco Asset Management, LLC55,797$30.0M7.74%+13,437+31.7%Added
Flputnam Investment Management Co53,690$28.9M0.92%−381−0.7%Reduced
American International Group, Inc.52,833$28.4M0.16%−2,028−3.7%Reduced
Dana Investment Advisors, Inc.52,744$28.4M1.31%+770+1.5%Added
Marlowe Partners LP51,995$28.0M20.86%−7,852−13.1%Reduced
HighTower Advisors, LLC51,628$27.7M0.06%−20,119−28.0%Reduced
Huntington National Bank51,207$27.5M0.25%−12,642−19.8%Reduced
Renaissance Group LLC50,458$27.1M1.22%−116−0.2%Reduced
Twinbeech Capital LP50,208$27.0M1.19%+50,208New
Arvest Trust Co N A50,180$27.0M1.50%−1,254−2.4%Reduced
Royal London Asset Management Ltd49,997$26.9M0.11%+893+1.8%Added
US Bancorp48,907$26.3M0.04%+787+1.6%Added
Advisor Group Holdings, Inc.49,453$26.2M0.05%−177−0.4%Reduced
Standard Life Aberdeen plc47,556$26.1M0.07%−9,107−16.1%Reduced
Artemis Investment Management LLP48,641$26.1M0.21%+48,641New
Harbor Island Capital LLC48,525$26.1M12.53%+3,690+8.2%Added
Badgley Phelps Wealth Managers, LLC48,320$26.0M0.90%−615−1.3%Reduced
Public Sector Pension Investment Board47,574$25.6M0.16%+24,080+102.5%Added
PGGM Investments35,557$25.6M0.13%00.0%Unchanged
AXA S.A.47,534$25.6M0.07%+19,072+67.0%Added
Clearbridge Investments, LLC47,466$25.5M0.02%+446+0.9%Added
Nisa Investment Advisors, LLC46,670$25.1M0.18%−1,287−2.7%Reduced