Skip to main content

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, Q3 2022

Institutional positions in Lam Research Corp as of Sep 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
1,273
−21 vs. Q2 2022
Shares held
113.5M
+1.11M (+1.0%) vs. Q2 2022
Total value
$41.6B
−$6.30B (−13.2%) vs. Q2 2022
New holders
113
454 more added
Sold out
134
518 more reduced

16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 1,273 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 heldQ3 2022: $41.6B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2022.

Institutions holding LRCX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Teachers Retirement System of the State of Kentucky13,110$4.80M0.06%+13,110New
Cambridge Investment Research Advisors, Inc.13,165$4.82M0.03%+542+4.3%Added
Kestra Advisory Services, LLC13,215$4.84M0.05%+5,306+67.1%Added
Conning Inc.13,368$4.89M0.17%+82+0.6%Added
Means Investment Co., Inc.13,472$4.93M1.07%+45+0.3%Added
Socorro Asset Management LP13,507$4.94M2.30%00.0%Unchanged
Simplex Trading, LLC13,653$5.00M0.19%+3,163+30.2%Added
CenterBook Partners LP13,669$5.00M0.97%+3,318+32.1%Added
Baker Ellis Asset Management LLC13,706$5.02M1.09%+92+0.7%Added
British Columbia Investment Management Corp13,724$5.02M0.06%−2,459−15.2%Reduced
Tokio Marine Asset Management Co Ltd13,727$5.02M0.43%−51−0.4%Reduced
AE Wealth Management LLC13,775$5.04M0.04%+1,603+13.2%Added
Impax Asset Management Group plc13,911$5.09M0.03%+1,209+9.5%Added
Natixis13,888$5.09M0.02%−49,616−78.1%Reduced
Hartford Investment Management Co14,009$5.13M0.17%−67−0.5%Reduced
Ensign Peak Advisors, Inc14,014$5.13M0.01%−435−3.0%Reduced
HAP Trading, LLC14,051$5.14M0.66%+14,051New
Azzad Asset Management Inc15,271$5.18M0.52%+1,086+7.7%Added
Achmea Investment Management B.V.14,157$5.18M0.18%−2,160−13.2%Reduced
Hillman Capital Management, Inc.14,350$5.25M2.18%−1,338−8.5%Reduced
Duality Advisers, LP14,386$5.26M0.57%+14,386New
Twin Tree Management, LP14,457$5.29M0.14%−14,661−50.4%Reduced
PFS Investments Inc.14,483$5.30M0.11%+293+2.1%Added
Stephens Inc14,532$5.32M0.11%+13,730+1,712.0%Added
Chartwell Investment Partners, LLC14,629$5.36M0.23%−9,726−39.9%Reduced
Exencial Wealth Advisors, LLC14,645$5.36M0.33%−9,570−39.5%Reduced
Public Sector Pension Investment Board14,683$5.37M0.05%+1,340+10.0%Added
LMCG Investments, LLC14,731$5.39M0.39%+2,099+16.6%Added
Pallas Capital Advisors LLC13,711$5.39M0.60%+638+4.9%Added
Illinois Municipal Retirement Fund14,788$5.41M0.13%00.0%Unchanged
YHB Investment Advisors, Inc.14,808$5.42M0.60%+101+0.7%Added
Kovitz Investment Group Partners, LLC14,845$5.43M0.13%−104−0.7%Reduced
Terry L. Blaker14,846$5.43M0.54%+1,943+15.1%Added
Capital Group Private Client Services, Inc.14,851$5.43M0.08%−22,080−59.8%Reduced
Dai-Ichi Life Insurance Company, Ltd14,954$5.47M0.13%00.0%Unchanged
3G Capital Partners LP15,000$5.49M11.58%+15,000New
Advisory Services Network, LLC15,038$5.50M0.19%−135−0.9%Reduced
Quantitative Investment Management, LLC15,043$5.50M0.91%+15,043New
Holocene Advisors, LP15,059$5.51M0.04%+4,062+36.9%Added
James Investment Research Inc15,100$5.53M0.79%−1,199−7.4%Reduced
Caas Capital Management LP15,100$5.53M0.73%+9,800+184.9%Added
Marshall Wace, LLP15,150$5.55M0.01%+10,631+235.3%Added
Cable Hill Partners, LLC15,214$5.57M1.13%+27+0.2%Added
Lido Advisors, LLC15,440$5.65M0.11%+335+2.2%Added
Cozad Asset Management Inc15,599$5.71M0.93%+824+5.6%Added
Rockefeller Capital Management L.P.15,865$5.81M0.03%−6,848−30.2%Reduced
Czech National Bank15,906$5.82M0.17%+15,906New
Employees Retirement System of Texas15,933$5.83M0.09%+15,933New
Capula Management Ltd15,974$5.85M0.72%−1,849−10.4%Reduced
Industrial Alliance Investment Management Inc.15,999$5.86M0.17%−8,924−35.8%Reduced
BTC Capital Management, Inc.16,043$5.87M0.77%+40+0.2%Added
Marco Investment Management LLC16,039$5.87M0.74%00.0%Unchanged
HRT Financial LP16,175$5.92M0.06%+16,175New
Louisiana State Employees Retirement System16,200$5.93M0.17%00.0%Unchanged
Banque Pictet & Cie SA16,361$5.99M0.07%+645+4.1%Added
Glenmede Trust Co NA16,520$6.04M0.04%−1,017−5.8%Reduced
Bokf, NA16,600$6.08M0.12%−2,108−11.3%Reduced
B. Metzler seel. Sohn & Co. AG16,717$6.12M0.11%−748−4.3%Reduced
Bank of Nova Scotia16,892$6.18M0.02%−40,413−70.5%Reduced
ICICI Prudential Asset Management Co Ltd16,895$6.18M0.96%+3,026+21.8%Added
J.P. Marvel Investment Advisors, LLC16,946$6.20M1.58%00.0%Unchanged
Cornerstone Advisors, LLC17,000$6.22M0.31%00.0%Unchanged
Andra AP-fonden17,500$6.41M0.21%+3,200+22.4%Added
Healthcare of Ontario Pension Plan Trust Fund17,800$6.51M0.03%+17,800New
National Bank of Canada17,362$6.54M0.04%+11,504+196.4%Added
Prime Capital Investment Advisors, LLC18,030$6.60M0.38%+8,929+98.1%Added
Trexquant Investment LP18,091$6.62M0.23%+18,091New
Distillate Capital Partners LLC17,388$6.64M0.89%+2,368+15.8%Added
United Capital Financial Advisers, LLC18,379$6.73M0.04%−1,078−5.5%Reduced
Railway Pension Investments Ltd18,500$6.77M0.07%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc18,560$6.79M0.88%−1,479−7.4%Reduced
Elemental Capital Partners LLC18,610$6.81M10.04%−120−0.6%Reduced
Seizert Capital Partners, LLC18,910$6.92M0.39%+1,904+11.2%Added
Harvard Management Co Inc19,131$7.00M0.87%00.0%Unchanged
Baker Avenue Asset Management, LP19,227$7.04M0.47%+221+1.2%Added
Texas Permanent School Fund19,381$7.09M0.11%+1,059+5.8%Added
Northwest & Ethical Investments L.P.19,642$7.19M0.29%−10,100−34.0%Reduced
Candriam Luxembourg S.C.A.19,810$7.25M0.05%+10,328+108.9%Added
FourThought Financial, LLC19,944$7.30M1.08%+1,695+9.3%Added
M&T Bank Corp20,003$7.32M0.03%−13,105−39.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys20,035$7.33M0.07%−162−0.8%Reduced
Westpac Banking Corp20,326$7.44M0.11%−6,580−24.5%Reduced
Allspring Global Investments Holdings, LLC20,366$7.45M0.01%+5,268+34.9%Added
Amica Mutual Insurance Co20,468$7.49M1.06%−2,964−12.6%Reduced
Liontrust Investment Partners LLP20,500$7.50M0.12%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.21,330$7.81M0.06%+1,609+8.2%Added
New York Life Investment Management LLC21,659$7.93M0.10%−214−1.0%Reduced
Vident Investment Advisory, LLC22,210$7.97M0.26%+3,247+17.1%Added
MBB Public Markets I LLC21,820$7.99M0.22%00.0%Unchanged
Mercer Global Advisors Inc21,860$8.00M0.05%−242−1.1%Reduced
Aptus Capital Advisors, LLC21,957$8.04M0.26%−315−1.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.22,088$8.08M0.03%−43,753−66.5%Reduced
Yousif Capital Management, LLC22,473$8.22M0.12%−695−3.0%Reduced
Mutual of America Capital Management LLC22,524$8.24M0.11%+53+0.2%Added
Cerity Partners LLC22,572$8.29M0.10%−1,253−5.3%Reduced
CIBC World Markets Inc.22,706$8.31M0.04%+3,733+19.7%Added
Public Employees Retirement Association of Colorado22,871$8.37M0.05%−53−0.2%Reduced
Gradient Investments LLC22,991$8.41M0.26%+11,590+101.7%Added
Gulf International Bank (UK) Ltd23,120$8.46M0.16%+69+0.3%Added
Gratus Capital LLC23,124$8.46M0.90%+23,124New