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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
CIBC World Markets Inc.19,675$10.6M0.04%+878+4.7%Added
Spire Wealth Management19,512$10.5M0.28%−1,494−7.1%Reduced
United Capital Financial Advisers, LLC19,281$10.4M0.05%−4,702−19.6%Reduced
Rockefeller Capital Management L.P.19,143$10.3M0.05%+3,985+26.3%Added
Elemental Capital Partners LLC19,070$10.3M8.78%+3,545+22.8%Added
Bokf, NA18,971$10.2M0.17%+3,581+23.3%Added
Jacobs Levy Equity Management, Inc18,938$10.2M0.07%+14,737+350.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys18,665$10.0M0.10%+992+5.6%Added
APG Asset Management N.V.20,311$9.81M0.02%−3,700−15.4%Reduced
L & S Advisors Inc18,243$9.81M1.16%+4,307+30.9%Added
Texas Permanent School Fund18,094$9.73M0.13%−1,327−6.8%Reduced
Ensign Peak Advisors, Inc18,067$9.71M0.02%−5,455−23.2%Reduced
Illinois Municipal Retirement Fund17,822$9.58M0.28%+405+2.3%Added
Glenmede Trust Co NA17,582$9.45M0.05%+5,437+44.8%Added
National Bank of Canada17,808$9.41M0.04%+11,303+173.8%Added
Palladium Partners LLC17,368$9.36M0.41%+2,220+14.7%Added
Maple Capital Management, Inc.17,359$9.33M1.10%+477+2.8%Added
Seizert Capital Partners, LLC17,332$9.32M0.43%+3,876+28.8%Added
NewEdge Wealth, LLC17,041$9.16M0.41%+393+2.4%Added
J.P. Marvel Investment Advisors, LLC16,964$9.12M1.86%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd16,954$9.12M0.15%−2,500−12.9%Reduced
Achmea Investment Management B.V.16,795$9.03M0.24%+16,795New
B. Metzler seel. Sohn & Co. AG16,754$9.01M0.12%+261+1.6%Added
Cypress Capital, LLC16,342$8.79M1.08%00.0%Unchanged
Banque Pictet & Cie SA15,964$8.58M0.07%+21+0.1%Added
People's United Financial, Inc.15,952$8.58M0.24%+3,388+27.0%Added
Fuller & Thaler Asset Management, Inc.15,838$8.52M0.05%+2,202+16.1%Added
South Dakota Investment Council15,592$8.38M0.17%+8,565+121.9%Added
Profund Advisors LLC15,545$8.36M0.35%−5,313−25.5%Reduced
FourThought Financial, LLC15,430$8.32M1.05%+182+1.2%Added
Cable Hill Partners, LLC15,435$8.30M5.45%+13+0.1%Added
Daiwa Securities Group Inc.14,378$8.11M0.05%+254+1.8%Added
Kovitz Investment Group Partners, LLC15,073$8.10M0.15%+723+5.0%Added
Lido Advisors, LLC15,025$8.08M0.15%−14,714−49.5%Reduced
BTC Capital Management, Inc.15,003$8.07M0.80%+432+3.0%Added
Advisory Services Network, LLC15,019$8.07M0.24%−722−4.6%Reduced
Tiaa, FSB14,910$7.95M0.03%−18,190−55.0%Reduced
YHB Investment Advisors, Inc.14,770$7.94M0.70%−1,438−8.9%Reduced
M&T Bank Corp14,599$7.85M0.03%+2,610+21.8%Added
Louisiana State Employees Retirement System16,200$7.80M0.18%−100−0.6%Reduced
Norinchukin Bank, The14,409$7.75M0.10%+1,123+8.5%Added
Parsec Financial Management, Inc.14,343$7.71M0.33%+5,405+60.5%Added
Socorro Asset Management LP14,200$7.63M2.12%+1,989+16.3%Added
Hartford Investment Management Co13,973$7.51M0.20%−1,115−7.4%Reduced
Vident Investment Advisory, LLC13,516$7.27M0.19%−200−1.5%Reduced
Hosking Partners LLP13,422$7.22M0.19%−285−2.1%Reduced
Cozad Asset Management Inc13,300$7.15M1.00%+1,103+9.0%Added
Private Advisor Group, LLC13,287$7.14M0.05%−1,833−12.1%Reduced
Baker Ellis Asset Management LLC13,270$7.13M1.28%+370+2.9%Added
Means Investment Co., Inc.13,117$7.05M1.28%+480+3.8%Added
PFS Investments Inc.12,960$6.97M0.13%+962+8.0%Added
Steel Peak Wealth Management LLC12,949$6.96M0.42%−735−5.4%Reduced
Conning Inc.12,817$6.89M0.19%+2,092+19.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.12,743$6.89M0.09%−4,515−26.2%Reduced
Baker Avenue Asset Management, LP12,783$6.87M0.37%+147+1.2%Added
Westfield Capital Management Co LP12,675$6.81M0.04%−270−2.1%Reduced
Impax Asset Management Group plc12,542$6.74M0.03%−29−0.2%Reduced
Harvard Management Co Inc12,521$6.73M0.68%00.0%Unchanged
CIBC World Markets Corp12,516$6.73M0.05%+4,416+54.5%Added
Susquehanna Fundamental Investments, LLC12,197$6.56M0.13%+9,497+351.7%Added
BI Asset Management Fondsmaeglerselskab A/S12,104$6.51M0.25%−14,545−54.6%Reduced
Terry L. Blaker12,057$6.48M0.53%+540+4.7%Added
Securian Asset Management, Inc11,928$6.41M0.13%−243−2.0%Reduced
LMCG Investments, LLC11,853$6.37M0.37%+11,853New
Gateway Investment Advisers LLC11,847$6.37M0.06%−415−3.4%Reduced
Martingale Asset Management L P11,677$6.28M0.09%+3,142+36.8%Added
Harbor Capital Advisors, Inc.11,657$6.27M2.95%−3,217−21.6%Reduced
Cetera Investment Advisers11,651$6.26M0.09%+1,307+12.6%Added
Guinness Atkinson Asset Management Inc11,609$6.24M3.00%−233−2.0%Reduced
Assetmark, Inc11,568$6.22M0.03%+2,928+33.9%Added
Ziegler Capital Management, LLC11,458$6.16M0.26%−179−1.5%Reduced
Financial Counselors Inc11,424$6.14M0.13%+589+5.4%Added
AE Wealth Management LLC11,400$6.13M0.04%+2,175+23.6%Added
Prime Capital Investment Advisors, LLC8,484$6.10M0.34%−78−0.9%Reduced
Fiduciary Trust Co11,238$6.04M0.11%+532+5.0%Added
ICICI Prudential Asset Management Co Ltd10,934$6.00M0.81%+5,117+88.0%Added
Shell Asset Management Co11,152$6.00M0.14%−311−2.7%Reduced
Elo Mutual Pension Insurance Co11,074$5.95M0.17%+447+4.2%Added
Horizon Investment Services, LLC10,962$5.89M3.09%−2,085−16.0%Reduced
Bridgeway Capital Management, LLC10,950$5.89M0.11%00.0%Unchanged
Winmill & Co. Inc10,900$5.86M1.78%+10,900New
Systematic Alpha Investments, LLC10,889$5.85M0.29%00.0%Unchanged
Maryland State Retirement & Pension System10,886$5.85M0.16%+89+0.8%Added
Pallas Capital Advisors LLC12,828$5.85M0.75%+886+7.4%Added
Cambridge Investment Research Advisors, Inc.10,823$5.82M0.03%−1,149−9.6%Reduced
Sitrin Capital Management LLC10,785$5.80M2.91%+32+0.3%Added
Federation des caisses Desjardins du Quebec10,762$5.79M0.06%+5,930+122.7%Added
Nicholas Investment Partners, LP10,717$5.76M0.41%−3,115−22.5%Reduced
Violich Capital Management, Inc.10,620$5.71M0.84%+20+0.2%Added
Bank of the West10,600$5.70M0.59%−3,135−22.8%Reduced
Baldwin Investment Management, LLC10,538$5.67M1.58%+198+1.9%Added
Atria Wealth Solutions, Inc.10,523$5.66M0.09%+10,523New
Knights of Columbus Asset Advisors LLC10,448$5.62M0.48%+207+2.0%Added
Covington Investment Advisors Inc.10,395$5.59M1.17%+10,395New
Gotham Asset Management, LLC10,263$5.52M0.17%+6,427+167.5%Added
MML Investors Services, LLC10,257$5.51M0.04%+59+0.6%Added
NJ State Employees Deferred Compensation Plan10,225$5.50M0.74%00.0%Unchanged
Capital Fund Management S.A.10,151$5.46M0.15%+10,151New
Carderock Capital Management Inc10,135$5.45M1.76%+5,639+125.4%Added
Teachers Retirement System of the State of Kentucky10,072$5.42M0.05%−438−4.2%Reduced