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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, Q2 2022

Institutional positions in Lam Research Corp as of Jun 30, 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
1,310
−58 vs. Q1 2022
Shares held
112.4M
+423.9K (+0.4%) vs. Q1 2022
Total value
$47.9B
−$12.1B (−20.2%) vs. Q1 2022
New holders
98
557 more added
Sold out
156
462 more reduced

23 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 1,310 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 heldQ2 2022: $47.9B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2022.

Institutions holding LRCX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
NFJ Investment Group, LLC116,267$49.5M1.18%+59,286+104.0%Added
Blue Whale Capital LLP116,800$49.8M7.32%−7,200−5.8%Reduced
Pinnacle Associates Ltd117,659$50.1M1.09%−130.0%Reduced
HM Payson & Co117,775$50.2M1.29%+17,655+17.6%Added
Platinum Investment Management Ltd119,187$50.8M1.92%+1,008+0.9%Added
Prudential Financial Inc120,460$51.4M0.08%−82,058−40.5%Reduced
Great West Life Assurance Co123,042$52.5M0.14%−3,537−2.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich131,881$56.2M0.40%+80+0.1%Added
STRS Ohio132,621$56.5M0.25%−12,611−8.7%Reduced
TD Asset Management Inc134,300$57.2M0.07%−42,504−24.0%Reduced
Mitsubishi UFJ Trust & Banking Corp138,666$59.1M0.15%+8,078+6.2%Added
M&G Investment Management Ltd139,680$59.5M0.43%+3,827+2.8%Added
Wellington Management Group LLP140,094$59.7M0.01%−352,146−71.5%Reduced
Heard Capital LLC140,570$59.9M6.64%+15,047+12.0%Added
Nomura Asset Management Co Ltd141,968$60.5M0.38%+3,994+2.9%Added
Jennison Associates LLC145,507$62.0M0.06%−57,132−28.2%Reduced
1832 Asset Management L.P.146,425$62.4M0.13%+2,478+1.7%Added
Canada Pension Plan Investment Board150,010$63.9M0.11%−239,200−61.5%Reduced
Avalon Investment & Advisory151,607$64.6M1.82%−635−0.4%Reduced
Epoch Investment Partners, Inc.152,732$65.1M0.38%+2,818+1.9%Added
Bessemer Group Inc155,524$66.3M0.17%−32,250−17.2%Reduced
State Board of Administration of Florida Retirement System159,856$68.1M0.16%−11,306−6.6%Reduced
New York State Teachers Retirement System161,287$68.7M0.17%−1,885−1.2%Reduced
Susquehanna International Group, LLP163,216$69.6M0.15%−71,805−30.6%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital170,039$72.5M1.81%+29,946+21.4%Added
Bank of Montreal160,268$72.9M0.05%−18,481−10.3%Reduced
Captrust Financial Advisors173,681$74.3M0.48%+17,798+11.4%Added
Schroder Investment Management Group177,725$75.9M0.12%+23,707+15.4%Added
Envestnet Asset Management Inc178,843$76.2M0.04%−2,295−1.3%Reduced
State of Wisconsin Investment Board179,268$76.4M0.20%−11,922−6.2%Reduced
Federated Hermes, Inc.182,148$77.6M0.21%+9,627+5.6%Added
William Blair Investment Management, LLC185,506$79.1M0.29%+19,478+11.7%Added
ProShare Advisors LLC187,549$79.9M0.27%−89,721−32.4%Reduced
Alliancebernstein L.P.196,858$83.9M0.04%−20,083−9.3%Reduced
Eaton Vance Management197,420$84.1M0.12%+10,078+5.4%Added
HSBC Holdings PLC209,654$89.7M0.14%+30,619+17.1%Added
Capital World Investors214,153$91.3M0.02%−248,062−53.7%Reduced
Fred Alger Management, LLC217,141$92.5M0.43%−56,482−20.6%Reduced
Pendal Group Limited217,364$92.6M0.92%−5,788−2.6%Reduced
Mackenzie Financial Corp219,727$93.6M0.15%−13,553−5.8%Reduced
National Pension Service223,335$95.2M0.20%+16,221+7.8%Added
Ninety One UK Ltd223,851$95.4M0.28%−2,370−1.0%Reduced
BNP Paribas Arbitrage, SA224,008$95.5M0.22%−84,063−27.3%Reduced
Mirae Asset Global Investments Co., Ltd.224,309$95.6M0.24%+36,108+19.2%Added
Agf Investments Inc.236,225$100.7M0.89%+4,391+1.9%Added
California State Teachers Retirement System236,340$100.7M0.16%−2,465−1.0%Reduced
Principal Financial Group Inc241,726$103.0M0.08%−7,845−3.1%Reduced
AQR Capital Management LLC250,261$104.1M0.24%−63,320−20.2%Reduced
Rhumbline Advisers253,879$108.2M0.16%+7,962+3.2%Added
New York State Common Retirement Fund254,074$108.3M0.14%−5,395−2.1%Reduced
Credit Suisse AG254,450$108.4M0.11%+6,734+2.7%Added
Rafferty Asset Management, LLC260,587$111.0M1.02%−62,908−19.4%Reduced
California Public Employees Retirement System274,252$116.9M0.11%−14,770−5.1%Reduced
Oaktop Capital Management II, L.P.285,246$121.6M22.00%00.0%Unchanged
Adage Capital Partners GP, L.L.C.286,770$122.2M0.28%−91,700−24.2%Reduced
Swedbank AB297,253$126.7M0.29%−231−0.1%Reduced
DekaBank Deutsche Girozentrale316,605$133.2M0.39%+45,750+16.9%Added
Barclays PLC328,823$140.1M0.16%−148,850−31.2%Reduced
The PNC Financial Services Group, Inc.333,735$142.2M0.14%+1,306+0.4%Added
Citigroup Inc376,204$160.3M0.21%+48,340+14.7%Added
Deutsche Bank AG383,912$163.6M0.09%−42,316−9.9%Reduced
Boston Partners393,884$168.9M0.24%+116,452+42.0%Added
Victory Capital Management Inc423,152$180.3M0.21%−20,941−4.7%Reduced
Capital International Investors454,450$193.7M0.05%+1,700+0.4%Added
Theleme Partners LLP463,000$197.3M7.91%00.0%Unchanged
Royal Bank of Canada466,362$198.7M0.06%−39,048−7.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.473,490$201.8M0.16%−16,736−3.4%Reduced
Capital Research Global Investors561,663$239.4M0.07%+231,868+70.3%Added
First Trust Advisors LP577,183$246.0M0.30%−28,037−4.6%Reduced
Aspex Management (HK) Ltd580,000$247.2M6.24%+510,000+728.6%Added
Swiss National Bank605,032$257.8M0.17%−4,800−0.8%Reduced
UBS Group AG655,806$279.5M0.14%+132,958+25.4%Added
Maj Invest Holding A/S667,920$284.6M6.41%−2,751−0.4%Reduced
Vulcan Value Partners, LLC678,185$289.0M2.83%−179,054−20.9%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors694,026$295.8M1.35%+694,026New
Dimensional Fund Advisors LP704,282$300.1M0.11%+14,566+2.1%Added
Charles Schwab Investment Management Inc718,837$306.3M0.11%+4,235+0.6%Added
Nordea Investment Management AB767,001$319.2M0.47%+2,578+0.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC752,008$320.5M1.74%−6,707−0.9%Reduced
WCM Investment Management, LLC760,780$324.9M1.17%−28,664−3.6%Reduced
Artisan Partners Limited Partnership841,514$358.6M0.61%+841,514New
Wells Fargo & Company872,779$371.9M0.12%−64,615−6.9%Reduced
Pictet Asset Management SA876,836$373.7M0.52%+6,836+0.8%Added
UBS Asset Management Americas Inc934,460$398.2M0.21%−38,725−4.0%Reduced
Goldman Sachs Group Inc1,052,230$448.4M0.13%−72,116−6.4%Reduced
Van Eck Associates Corp1,073,482$457.5M1.21%+119,608+12.5%Added
Legal & General Group Plc1,094,562$466.4M0.17%−12,602−1.1%Reduced
Alkeon Capital Management LLC1,110,390$473.2M2.84%+191,294+20.8%Added
Allianz Asset Management GmbH1,163,760$495.9M0.50%−119,327−9.3%Reduced
Franklin Resources Inc1,176,862$501.5M0.25%−11,100−0.9%Reduced
Amundi1,211,060$509.3M0.41%+42,874+3.7%Added
Invesco Ltd.1,196,403$509.8M0.15%+277,307+30.2%Added
Price T Rowe Associates Inc1,224,808$522.0M0.07%+949,749+345.3%Added
Morgan Stanley1,230,651$524.4M0.07%+556,057+82.4%Added
Bank of America Corp1,288,506$549.1M0.07%+219,614+20.5%Added
Massachusetts Financial Services Co1,302,975$555.3M0.19%−140,773−9.8%Reduced
Norges Bank1,390,547$592.6M0.15%+30,546+2.2%Added
Northern Trust Corp1,557,623$663.8M0.14%−67,671−4.2%Reduced
Bank of New York Mellon Corp1,615,779$688.6M0.16%+5,129+0.3%Added
Nuveen Asset Management, LLC1,680,378$716.1M0.28%−5,005−0.3%Reduced