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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, 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
American International Group, Inc.50,064$18.3M0.13%−1,497−2.9%Reduced
Intech Investment Management LLC50,137$18.4M0.14%−12,733−20.3%Reduced
US Bancorp50,462$18.5M0.04%+815+1.6%Added
AXA S.A.50,691$18.6M0.07%+1,677+3.4%Added
Jacobs Levy Equity Management, Inc51,421$18.8M0.15%+32,000+164.8%Added
Calamos Advisors LLC53,767$19.7M0.09%−11,128−17.1%Reduced
Aviva PLC54,317$19.9M0.11%+9,227+20.5%Added
Robeco Institutional Asset Management B.V.55,808$20.4M0.07%+168+0.3%Added
Scge Management, L.P.56,000$20.5M0.69%+56,000New
Capco Asset Management, LLC56,866$20.8M6.98%+261+0.5%Added
LPL Financial LLC57,370$21.0M0.02%−831−1.4%Reduced
AMF Pensionsforsakring AB59,267$21.7M0.26%−20,891−26.1%Reduced
Asset Management One Co.,Ltd.61,044$22.3M0.11%+2,139+3.6%Added
Caisse de Depot Et Placement du Quebec61,964$22.7M0.07%+15,986+34.8%Added
Triple Frond Partners LLC62,060$22.7M4.00%+62,060New
Employees Provident Fund Board62,124$22.7M0.66%−52,876−46.0%Reduced
Treasurer of the State of North Carolina62,253$22.8M0.15%−452−0.7%Reduced
ARS Investment Partners, LLC63,847$23.4M3.21%+1,558+2.5%Added
Vaughan David Investments LLC64,272$23.5M0.79%+2,134+3.4%Added
Natixis Advisors, L.P.65,603$24.0M0.10%−5,039−7.1%Reduced
Storebrand Asset Management AS66,837$24.5M0.15%00.0%Unchanged
Mariner, LLC69,071$25.3M0.10%+4,230+6.5%Added
Nicholas Company, Inc.69,305$25.4M0.58%00.0%Unchanged
Kerrisdale Advisers, LLC70,123$25.7M6.23%+63,370+938.4%Added
Northwestern Mutual Wealth Management Co71,330$26.1M0.05%+2,804+4.1%Added
Stifel Financial Corp72,521$26.5M0.04%−2,076−2.8%Reduced
Putnam Investments LLC72,597$26.6M0.05%+1,335+1.9%Added
Worldquant Millennium Advisors LLC72,858$26.7M0.65%+72,858New
Standard Life Aberdeen plc73,188$26.8M0.08%+24,626+50.7%Added
Polaris Wealth Advisory Group, LLC77,164$27.1M2.25%+25,298+48.8%Added
Ci Investments Inc.74,665$27.3M0.14%+3,080+4.3%Added
Qube Research & Technologies Ltd74,944$27.4M0.17%+67,008+844.4%Added
SEI Investments Co76,189$27.9M0.06%+2,244+3.0%Added
Walleye Trading LLC76,627$28.0M0.92%−15,416−16.7%Reduced
Toronto Dominion Bank76,959$28.2M0.05%−13,923−15.3%Reduced
Mn Services Vermogensbeheer B.V.77,584$28.4M0.30%−4,700−5.7%Reduced
Castleark Management LLC79,690$29.2M1.62%−17,470−18.0%Reduced
State of New Jersey Common Pension Fund D80,458$29.4M0.12%00.0%Unchanged
Korea Investment CORP80,783$29.6M0.09%−17,299−17.6%Reduced
Truist Financial Corp81,402$29.8M0.06%+2,603+3.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main82,168$30.1M0.06%−34,210−29.4%Reduced
Public Employees Retirement System of Ohio82,379$30.2M0.14%−433−0.5%Reduced
Erste Asset Management GmbH82,274$30.5M0.68%+4,958+6.4%Added
Crosslink Capital Inc84,329$30.9M7.89%−3,740−4.2%Reduced
Chevy Chase Trust Holdings, Inc.84,654$31.0M0.13%−96−0.1%Reduced
Neuberger Berman Group LLC85,438$31.3M0.03%+10,907+14.6%Added
NZS Capital, LLC90,866$33.3M3.06%+15,280+20.2%Added
Wellington Management Group LLP99,957$36.6M0.01%−40,137−28.7%Reduced
Lord, Abbett & Co. LLC101,013$37.0M0.14%−12,062−10.7%Reduced
William Blair Investment Management, LLC101,301$37.1M0.15%−84,205−45.4%Reduced
Raymond James & Associates101,970$37.3M0.04%+12,703+14.2%Added
Manufacturers Life Insurance Company, The102,155$37.4M0.03%+1,968+2.0%Added
Thrivent Financial for Lutherans102,416$37.5M0.10%+37,669+58.2%Added
RWC Asset Management LLP102,967$37.7M1.27%−546−0.5%Reduced
Blue Whale Capital LLP108,800$39.8M7.12%−8,000−6.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.110,614$40.5M0.13%+24,273+28.1%Added
Guggenheim Capital LLC110,744$40.5M0.37%+6,668+6.4%Added
Federated Hermes, Inc.112,097$41.0M0.12%−70,051−38.5%Reduced
AQR Capital Management LLC113,521$41.4M0.10%−136,740−54.6%Reduced
Eventide Asset Management, LLC113,673$41.6M0.82%+173+0.2%Added
Pinnacle Associates Ltd115,156$42.1M0.97%−2,503−2.1%Reduced
Associated Banc-Corp115,162$42.1M1.95%+2,468+2.2%Added
Prudential Financial Inc118,848$43.8M0.07%−1,612−1.3%Reduced
DekaBank Deutsche Girozentrale120,983$43.9M0.13%−195,622−61.8%Reduced
Westfield Capital Management Co LP121,528$44.5M0.35%+23,978+24.6%Added
Great West Life Assurance Co122,252$44.7M0.13%−790−0.6%Reduced
HM Payson & Co122,195$44.7M1.23%+4,420+3.8%Added
Tybourne Capital Management (HK) Ltd124,600$45.6M4.38%+23,600+23.4%Added
NFJ Investment Group, LLC158,568$47.2M1.25%+42,301+36.4%Added
LSV Asset Management129,952$47.6M0.11%+24,981+23.8%Added
STRS Ohio132,146$48.4M0.23%−475−0.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich132,248$48.4M0.37%+367+0.3%Added
DnB Asset Management AS135,492$49.6M0.38%+29,921+28.3%Added
Nomura Asset Management Co Ltd136,322$49.9M0.32%−5,646−4.0%Reduced
Bank of Montreal135,438$50.3M0.04%−24,830−15.5%Reduced
TD Asset Management Inc136,383$50.5M0.06%+2,083+1.6%Added
State of Wisconsin Investment Board139,749$51.1M0.16%−39,519−22.0%Reduced
Russell Investments Group, Ltd.142,569$52.2M0.11%+66,307+86.9%Added
Mitsubishi UFJ Trust & Banking Corp145,021$53.1M0.15%+6,355+4.6%Added
Jennison Associates LLC146,115$53.5M0.05%+608+0.4%Added
M&G Investment Management Ltd150,164$55.0M0.46%+10,484+7.5%Added
Epoch Investment Partners, Inc.151,573$55.5M0.36%−1,159−0.8%Reduced
BNP Paribas Arbitrage, SA152,805$55.9M0.14%−71,203−31.8%Reduced
ProShare Advisors LLC153,280$56.1M0.22%−34,269−18.3%Reduced
Schroder Investment Management Group153,926$56.3M0.09%−23,799−13.4%Reduced
Captrust Financial Advisors154,517$56.6M0.33%−19,164−11.0%Reduced
State Board of Administration of Florida Retirement System157,989$57.8M0.15%−1,867−1.2%Reduced
New York State Teachers Retirement System158,299$57.9M0.15%−2,988−1.9%Reduced
Heard Capital LLC161,470$59.1M7.09%+20,900+14.9%Added
Envestnet Asset Management Inc170,397$62.4M0.04%−8,446−4.7%Reduced
Susquehanna International Group, LLP176,334$64.5M0.13%+13,118+8.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital178,445$65.3M1.47%+8,406+4.9%Added
Ninety One UK Ltd178,783$65.4M0.22%−45,068−20.1%Reduced
Allianz Asset Management GmbH183,116$67.0M0.15%−980,644−84.3%Reduced
Cincinnati Insurance Co187,461$68.6M1.57%+187,461New
Avalon Investment & Advisory189,035$69.2M2.14%+37,428+24.7%Added
Bessemer Group Inc192,892$70.6M0.18%+37,368+24.0%Added
Royal Bank of Canada195,561$71.6M0.02%−270,801−58.1%Reduced
Agf Investments Inc.200,684$73.5M0.69%−35,541−15.0%Reduced
Adage Capital Partners GP, L.L.C.203,185$74.4M0.18%−83,585−29.1%Reduced