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
Comerica Bank22,755$8.51M0.07%+766+3.5%Added
Linscomb & Williams, Inc.23,389$8.56M0.52%+1,747+8.1%Added
Virginia Retirement Systems Et Al23,500$8.60M0.10%+23,500New
Transform Wealth, LLC23,636$8.69M1.13%+642+2.8%Added
National Asset Management, Inc.23,782$8.70M0.26%+599+2.6%Added
State of Alaska, Department of Revenue23,856$8.73M0.12%−1,530−6.0%Reduced
IFM Investors Pty Ltd24,210$8.86M0.16%+71+0.3%Added
Nissay Asset Management Corp24,214$8.86M0.09%+408+1.7%Added
Cincinnati Financial Corp24,224$8.87M0.24%+24,224New
Utah Retirement Systems24,538$8.98M0.15%−173−0.7%Reduced
Parsec Financial Management, Inc.24,711$9.04M0.45%+5,005+25.4%Added
Susquehanna Fundamental Investments, LLC25,205$9.22M0.16%+25,205New
Oak Grove Capital LLC25,500$9.33M3.19%−15,395−37.6%Reduced
APG Asset Management N.V.25,246$9.43M0.02%−4,096−14.0%Reduced
Daiwa Securities Group Inc.26,091$9.55M0.08%+11,349+77.0%Added
Macquarie Group Ltd26,307$9.63M0.01%+36+0.1%Added
Assenagon Asset Management S.A.26,556$9.72M0.04%+4,441+20.1%Added
Tudor Investment Corp Et Al26,897$9.84M0.24%+21,303+380.8%Added
Cullen/Frost Bankers, Inc.27,065$9.91M0.23%−2,830−9.5%Reduced
United Services Automobile Association27,090$9.91M0.28%+159+0.6%Added
Commonwealth Equity Services, LLC27,508$10.1M0.03%+4,164+17.8%Added
Oregon Public Employees Retirement Fund27,539$10.1M0.14%−1,800−6.1%Reduced
Shelton Capital Management27,719$10.1M0.48%−1,443−4.9%Reduced
Burney Co27,728$10.1M0.56%−1,632−5.6%Reduced
Cubist Systematic Strategies, LLC27,771$10.2M0.08%+24,776+827.2%Added
Moneta Group Investment Advisors LLC27,986$10.2M0.39%−9,360−25.1%Reduced
Fifth Third Bancorp28,123$10.3M0.05%−143−0.5%Reduced
Twinbeech Capital LP28,138$10.3M0.27%+17,307+159.8%Added
ClariVest Asset Management LLC28,141$10.3M0.50%−1,700−5.7%Reduced
TCW Group Inc28,563$10.5M0.15%−5,611−16.4%Reduced
D. E. Shaw & Co., Inc.28,610$10.5M0.02%+21,007+276.3%Added
Pinebridge Investments, L.P.28,775$10.5M0.14%+463+1.6%Added
Williams Jones Wealth Management, LLC.29,370$10.7M0.19%00.0%Unchanged
Bowie Capital Management, LLC30,000$11.0M1.73%+30,000New
Leuthold Group, LLC30,015$11.0M1.66%−572−1.9%Reduced
Braun Stacey Associates Inc30,097$11.0M0.67%−10,137−25.2%Reduced
Xponance, Inc.30,220$11.1M0.21%+3,569+13.4%Added
American Century Companies Inc30,290$11.1M0.01%+1,384+4.8%Added
Hel Ved Capital Management Ltd30,473$11.2M8.58%−62,699−67.3%Reduced
First Republic Investment Management, Inc.30,589$11.2M0.03%−8,182−21.1%Reduced
Harber Asset Management LLC31,018$11.4M3.55%+2,475+8.7%Added
Pacer Advisors, Inc.31,139$11.4M0.08%+25,534+455.6%Added
Foster Victor Wealth Advisors, LLC28,848$11.5M1.67%+1,617+5.9%Added
South Dakota Investment Council31,352$11.5M0.28%+3,003+10.6%Added
Huntington National Bank32,167$11.8M0.13%−8,872−21.6%Reduced
ING Groep NV32,404$11.9M0.20%−2,252−6.5%Reduced
KBC Group NV32,780$12.0M0.06%−78−0.2%Reduced
Swiss Life Asset Management Ltd33,081$12.1M0.21%−450−1.3%Reduced
Forsta Ap-Fonden33,600$12.3M0.15%−1,400−4.0%Reduced
Raymond James Financial Services Advisors, Inc.33,610$12.3M0.03%−2,065−5.8%Reduced
Federation des caisses Desjardins du Quebec33,859$12.4M0.15%+5,640+20.0%Added
Foundry Partners, LLC34,330$12.6M0.79%+305+0.9%Added
Capital International Inc34,429$12.6M0.28%−57,135−62.4%Reduced
Quadrature Capital Ltd34,462$12.6M0.41%+34,462New
CIBC Asset Management Inc34,497$12.6M0.06%+1,550+4.7%Added
Frontier Capital Management Co LLC34,897$12.8M0.15%−31,496−47.4%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund30,068$12.8M0.16%00.0%Unchanged
Los Angeles Capital Management LLC35,254$12.9M0.07%+146+0.4%Added
HighTower Advisors, LLC35,654$13.0M0.03%−1,227−3.3%Reduced
USS Investment Management Ltd35,895$13.1M0.21%−8,338−18.9%Reduced
Tower Research Capital LLC (TRC)36,327$13.3M0.22%+9,661+36.2%Added
Baird Financial Group, Inc.36,630$13.4M0.04%+705+2.0%Added
Janney Montgomery Scott LLC36,738$13.4M0.06%−5,845−13.7%Reduced
Deroy & Devereaux Private Investment Counsel Inc36,831$13.5M1.17%−10.0%Reduced
Man Group plc37,282$13.6M0.06%––
Amalgamated Bank37,302$13.7M0.13%+122+0.3%Added
McGuire Investment Group, LLC37,458$13.7M3.12%+98+0.3%Added
Arizona State Retirement System37,706$13.8M0.14%−565−1.5%Reduced
Neville Rodie & Shaw Inc37,747$13.8M1.36%−363−1.0%Reduced
Voloridge Investment Management, LLC37,924$13.9M0.07%+37,924New
Handelsbanken Fonder AB38,107$13.9M0.09%+974+2.6%Added
Guinness Asset Management LTD38,349$14.0M0.48%−746−1.9%Reduced
Great Lakes Advisors, LLC38,562$14.1M0.31%+15,880+70.0%Added
Alberta Investment Management Corp38,856$14.2M0.11%00.0%Unchanged
Dana Investment Advisors, Inc.39,403$14.4M0.82%−14,065−26.3%Reduced
State of Michigan Retirement System39,880$14.6M0.11%−400−1.0%Reduced
State of Tennessee, Treasury Department41,140$15.1M0.07%+683+1.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)41,903$15.3M0.09%+2,408+6.1%Added
MetLife Investment Management42,038$15.4M0.13%−1,009−2.3%Reduced
Vontobel Holding Ltd.41,877$15.5M0.18%+783+1.9%Added
Teacher Retirement System of Texas42,458$15.5M0.11%+1,072+2.6%Added
Advisor Group Holdings, Inc.42,886$15.7M0.04%−4,386−9.3%Reduced
Bridgewater Associates, LP43,937$16.1M0.08%−21,502−32.9%Reduced
Creative Planning44,354$16.2M0.03%+1,166+2.7%Added
Platinum Investment Management Ltd44,436$16.3M0.68%−74,751−62.7%Reduced
Nisa Investment Advisors, LLC44,935$16.5M0.14%−3,230−6.7%Reduced
Flputnam Investment Management Co45,405$16.6M0.65%−1,482−3.2%Reduced
Retirement Systems of Alabama45,496$16.7M0.08%−491−1.1%Reduced
State Farm Mutual Automobile Insurance Co45,536$16.7M0.02%+4,247+10.3%Added
Coronation Fund Managers Ltd.45,790$16.8M0.90%+11,671+34.2%Added
ExodusPoint Capital Management, LP45,891$16.8M0.23%+44,803+4,117.9%Added
Skandinaviska Enskilda Banken AB (publ)46,404$17.0M0.14%+1,124+2.5%Added
Colony Group LLC46,505$17.0M0.30%+1,214+2.7%Added
Marlowe Partners LP46,728$17.1M20.46%−6,686−12.5%Reduced
Fort Pitt Capital Group, LLC46,878$17.2M0.79%+46,878New
Harbor Island Capital LLC47,234$17.3M12.09%−1,282−2.6%Reduced
Royal London Asset Management Ltd47,810$17.5M0.09%−2,187−4.4%Reduced
Badgley Phelps Wealth Managers, LLC47,937$17.5M0.75%+470+1.0%Added
Adams Diversified Equity Fund, Inc.48,900$17.9M0.89%+6,300+14.8%Added
Arvest Trust Co N A48,926$17.9M1.23%−791−1.6%Reduced