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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
Renaissance Technologies LLC207,356$75.9M0.11%+207,356New
HSBC Holdings PLC209,693$77.3M0.14%+390.0%Added
Capital World Investors214,252$78.4M0.02%+990.0%Added
Alliancebernstein L.P.222,422$81.4M0.04%+25,564+13.0%Added
Mackenzie Financial Corp223,147$81.7M0.14%+3,420+1.6%Added
Eaton Vance Management225,273$82.5M0.12%+27,853+14.1%Added
Mirae Asset Global Investments Co., Ltd.228,891$83.8M0.23%+4,582+2.0%Added
National Pension Service226,674$84.0M0.18%+3,339+1.5%Added
California State Teachers Retirement System232,095$84.9M0.14%−4,245−1.8%Reduced
Principal Financial Group Inc233,217$85.4M0.07%−8,509−3.5%Reduced
Canada Pension Plan Investment Board245,464$89.8M0.15%+95,454+63.6%Added
Rhumbline Advisers249,489$91.3M0.14%−4,390−1.7%Reduced
Credit Suisse AG255,869$93.6M0.11%+1,419+0.6%Added
Rafferty Asset Management, LLC263,588$96.5M1.03%+3,001+1.2%Added
Swedbank AB263,995$96.6M0.23%−33,258−11.2%Reduced
New York State Common Retirement Fund265,153$97.0M0.14%+11,079+4.4%Added
Capital International Investors283,742$103.9M0.03%−170,708−37.6%Reduced
Theleme Partners LLP294,000$107.6M5.25%−169,000−36.5%Reduced
Oaktop Capital Management II, L.P.300,246$109.9M22.08%+15,000+5.3%Added
California Public Employees Retirement System310,973$113.8M0.10%+36,721+13.4%Added
Citigroup Inc314,763$115.2M0.16%−61,441−16.3%Reduced
The PNC Financial Services Group, Inc.333,634$122.1M0.13%−1010.0%Reduced
Maj Invest Holding A/S340,962$124.8M3.38%−326,958−49.0%Reduced
Boston Partners341,329$125.5M0.18%−52,555−13.3%Reduced
1832 Asset Management L.P.378,470$138.5M0.30%+232,045+158.5%Added
Victory Capital Management Inc386,757$141.6M0.17%−36,395−8.6%Reduced
Barclays PLC395,932$144.9M0.16%+67,109+20.4%Added
Millennium Management LLC422,072$154.5M0.19%+395,708+1,500.9%Added
UBS Group AG447,906$163.9M0.09%−207,900−31.7%Reduced
Deutsche Bank AG479,194$175.4M0.11%+95,282+24.8%Added
Coatue Management LLCSuperinvestorCoatue Management485,291$177.6M2.06%+485,291New
Sumitomo Mitsui Trust Holdings, Inc.491,991$180.1M0.15%+18,501+3.9%Added
Price T Rowe Associates Inc558,104$204.3M0.03%−666,704−54.4%Reduced
Capital Research Global Investors561,688$205.6M0.07%+250.0%Added
First Trust Advisors LP577,839$211.5M0.27%+656+0.1%Added
Vulcan Value Partners, LLC586,498$214.7M2.51%−91,687−13.5%Reduced
Aspex Management (HK) Ltd600,000$219.6M6.51%+20,000+3.4%Added
Swiss National Bank601,132$220.0M0.16%−3,900−0.6%Reduced
Dimensional Fund Advisors LP705,902$258.4M0.10%+1,620+0.2%Added
Charles Schwab Investment Management Inc722,877$264.6M0.09%+4,040+0.6%Added
Wells Fargo & Company723,941$265.0M0.09%−148,838−17.1%Reduced
Nordea Investment Management AB755,060$275.1M0.44%−11,941−1.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC755,816$276.6M1.60%+3,808+0.5%Added
Alkeon Capital Management LLC837,535$306.5M2.11%−272,855−24.6%Reduced
WCM Investment Management, LLC846,603$313.7M1.13%+85,823+11.3%Added
Pictet Asset Management SA863,629$316.1M0.47%−13,207−1.5%Reduced
Artisan Partners Limited Partnership889,628$325.6M0.58%+48,114+5.7%Added
UBS Asset Management Americas Inc920,418$336.9M0.19%−14,042−1.5%Reduced
Voya Investment Management LLC986,108$360.9M0.43%+928,223+1,603.6%Added
Legal & General Group Plc1,025,830$375.5M0.15%−68,732−6.3%Reduced
Goldman Sachs Group Inc1,067,527$390.7M0.11%+15,297+1.5%Added
Van Eck Associates Corp1,140,329$417.4M1.24%+66,847+6.2%Added
Bank of America Corp1,146,458$419.6M0.06%−142,048−11.0%Reduced
Franklin Resources Inc1,175,904$430.4M0.23%−958−0.1%Reduced
Morgan Stanley1,225,166$448.4M0.06%−5,485−0.4%Reduced
Massachusetts Financial Services Co1,291,523$472.7M0.18%−11,452−0.9%Reduced
Invesco Ltd.1,388,366$508.1M0.16%+191,963+16.0%Added
Norges Bank1,488,727$544.9M0.14%+98,180+7.1%Added
Amundi1,407,536$553.4M0.33%+196,476+16.2%Added
Northern Trust Corp1,531,482$560.5M0.13%−26,141−1.7%Reduced
Bank of New York Mellon Corp1,568,362$574.0M0.14%−47,417−2.9%Reduced
Nuveen Asset Management, LLC1,614,326$590.8M0.24%−66,052−3.9%Reduced
Fisher Asset Management, LLC2,268,753$830.4M0.62%+275,864+13.8%Added
Sands Capital Management, LLC2,396,878$877.3M3.29%+519,679+27.7%Added
Geode Capital Management, LLC2,473,317$904.5M0.14%−85,599−3.3%Reduced
Janus Henderson Group PLC2,678,268$980.3M0.73%−71,383−2.6%Reduced
GQG Partners LLC3,743,670$1.37B3.96%+3,743,670New
JPMorgan Chase & Co3,874,201$1.42B0.22%−547,607−12.4%Reduced
FMR LLC4,889,310$1.79B0.19%−208,535−4.1%Reduced
Ameriprise Financial Inc5,416,085$1.98B0.73%−50,409−0.9%Reduced
State Street Corp5,645,599$2.08B0.13%+7,985+0.1%Added
BlackRock Inc.10,926,507$4.00B0.14%−110,649−1.0%Reduced
Vanguard Group Inc11,658,090$4.27B0.13%+14,128+0.1%Added
Ten Capital Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Viking Global Investors LPSuperinvestorViking Global Investors0$00.00%−694,026−100.0%Sold out
TCI Fund Management LtdSuperinvestorTCI Fund Management0$00.00%−89,545−100.0%Sold out
Maplelane Capital, LLC0$00.00%−54,000−100.0%Sold out
Capitolis Advisors LLC0$00.00%−43,652−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−34,023−100.0%Sold out
PointState Capital LP0$00.00%−29,175−100.0%Sold out
Bornite Capital Management LP0$00.00%−25,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−23,502−100.0%Sold out
Nippon Life Global Investors Americas, Inc.0$00.00%−21,610−100.0%Sold out
Sora Investors LLC0$00.00%−20,000−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−17,618−100.0%Sold out
Optiver Holding B.V.0$00.00%−16,768−100.0%Sold out
PEAK6 Investments LLC0$00.00%−15,512−100.0%Sold out
Cypress Capital, LLC0$00.00%−16,342−100.0%Sold out
Oasis Management Co Ltd.0$00.00%−12,000−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−10,675−100.0%Sold out
Ninety One SA (PTY) Ltd0$00.00%−9,700−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−9,517−100.0%Sold out
Paradiem, LLC0$00.00%−9,052−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−7,778−100.0%Sold out
F/M Investments LLC0$00.00%−4,742−100.0%Sold out
Mathes Company, Inc.0$00.00%−6,329−100.0%Sold out
Intrepid Family Office LLC0$00.00%−6,000−100.0%Sold out
Marsico Capital Management LLC0$00.00%−5,406−100.0%Sold out
Sturgeon Ventures LLP0$00.00%−4,798−100.0%Sold out
Matisse Capital0$00.00%−3,772−100.0%Sold out