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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
DnB Asset Management AS135,492$49.6M0.38%+29,921+28.3%Added
Bank Julius Baer & Co. Ltd, Zurich132,248$48.4M0.37%+367+0.3%Added
STRS Ohio132,146$48.4M0.23%−475−0.4%Reduced
LSV Asset Management129,952$47.6M0.11%+24,981+23.8%Added
NFJ Investment Group, LLC158,568$47.2M1.25%+42,301+36.4%Added
Tybourne Capital Management (HK) Ltd124,600$45.6M4.38%+23,600+23.4%Added
HM Payson & Co122,195$44.7M1.23%+4,420+3.8%Added
Great West Life Assurance Co122,252$44.7M0.13%−790−0.6%Reduced
Westfield Capital Management Co LP121,528$44.5M0.35%+23,978+24.6%Added
DekaBank Deutsche Girozentrale120,983$43.9M0.13%−195,622−61.8%Reduced
Prudential Financial Inc118,848$43.8M0.07%−1,612−1.3%Reduced
Associated Banc-Corp115,162$42.1M1.95%+2,468+2.2%Added
Pinnacle Associates Ltd115,156$42.1M0.97%−2,503−2.1%Reduced
Eventide Asset Management, LLC113,673$41.6M0.82%+173+0.2%Added
AQR Capital Management LLC113,521$41.4M0.10%−136,740−54.6%Reduced
Federated Hermes, Inc.112,097$41.0M0.12%−70,051−38.5%Reduced
Guggenheim Capital LLC110,744$40.5M0.37%+6,668+6.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.110,614$40.5M0.13%+24,273+28.1%Added
Blue Whale Capital LLP108,800$39.8M7.12%−8,000−6.8%Reduced
RWC Asset Management LLP102,967$37.7M1.27%−546−0.5%Reduced
Thrivent Financial for Lutherans102,416$37.5M0.10%+37,669+58.2%Added
Manufacturers Life Insurance Company, The102,155$37.4M0.03%+1,968+2.0%Added
Raymond James & Associates101,970$37.3M0.04%+12,703+14.2%Added
William Blair Investment Management, LLC101,301$37.1M0.15%−84,205−45.4%Reduced
Lord, Abbett & Co. LLC101,013$37.0M0.14%−12,062−10.7%Reduced
Wellington Management Group LLP99,957$36.6M0.01%−40,137−28.7%Reduced
NZS Capital, LLC90,866$33.3M3.06%+15,280+20.2%Added
Neuberger Berman Group LLC85,438$31.3M0.03%+10,907+14.6%Added
Chevy Chase Trust Holdings, Inc.84,654$31.0M0.13%−96−0.1%Reduced
Crosslink Capital Inc84,329$30.9M7.89%−3,740−4.2%Reduced
Erste Asset Management GmbH82,274$30.5M0.68%+4,958+6.4%Added
Public Employees Retirement System of Ohio82,379$30.2M0.14%−433−0.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main82,168$30.1M0.06%−34,210−29.4%Reduced
Truist Financial Corp81,402$29.8M0.06%+2,603+3.3%Added
Korea Investment CORP80,783$29.6M0.09%−17,299−17.6%Reduced
State of New Jersey Common Pension Fund D80,458$29.4M0.12%00.0%Unchanged
Castleark Management LLC79,690$29.2M1.62%−17,470−18.0%Reduced
Mn Services Vermogensbeheer B.V.77,584$28.4M0.30%−4,700−5.7%Reduced
Toronto Dominion Bank76,959$28.2M0.05%−13,923−15.3%Reduced
Walleye Trading LLC76,627$28.0M0.92%−15,416−16.7%Reduced
SEI Investments Co76,189$27.9M0.06%+2,244+3.0%Added
Qube Research & Technologies Ltd74,944$27.4M0.17%+67,008+844.4%Added
Ci Investments Inc.74,665$27.3M0.14%+3,080+4.3%Added
Polaris Wealth Advisory Group, LLC77,164$27.1M2.25%+25,298+48.8%Added
Standard Life Aberdeen plc73,188$26.8M0.08%+24,626+50.7%Added
Worldquant Millennium Advisors LLC72,858$26.7M0.65%+72,858New
Putnam Investments LLC72,597$26.6M0.05%+1,335+1.9%Added
Stifel Financial Corp72,521$26.5M0.04%−2,076−2.8%Reduced
Northwestern Mutual Wealth Management Co71,330$26.1M0.05%+2,804+4.1%Added
Kerrisdale Advisers, LLC70,123$25.7M6.23%+63,370+938.4%Added
Nicholas Company, Inc.69,305$25.4M0.58%00.0%Unchanged
Mariner, LLC69,071$25.3M0.10%+4,230+6.5%Added
Storebrand Asset Management AS66,837$24.5M0.15%00.0%Unchanged
Natixis Advisors, L.P.65,603$24.0M0.10%−5,039−7.1%Reduced
Vaughan David Investments LLC64,272$23.5M0.79%+2,134+3.4%Added
ARS Investment Partners, LLC63,847$23.4M3.21%+1,558+2.5%Added
Treasurer of the State of North Carolina62,253$22.8M0.15%−452−0.7%Reduced
Employees Provident Fund Board62,124$22.7M0.66%−52,876−46.0%Reduced
Triple Frond Partners LLC62,060$22.7M4.00%+62,060New
Caisse de Depot Et Placement du Quebec61,964$22.7M0.07%+15,986+34.8%Added
Asset Management One Co.,Ltd.61,044$22.3M0.11%+2,139+3.6%Added
AMF Pensionsforsakring AB59,267$21.7M0.26%−20,891−26.1%Reduced
LPL Financial LLC57,370$21.0M0.02%−831−1.4%Reduced
Capco Asset Management, LLC56,866$20.8M6.98%+261+0.5%Added
Scge Management, L.P.56,000$20.5M0.69%+56,000New
Robeco Institutional Asset Management B.V.55,808$20.4M0.07%+168+0.3%Added
Aviva PLC54,317$19.9M0.11%+9,227+20.5%Added
Calamos Advisors LLC53,767$19.7M0.09%−11,128−17.1%Reduced
Jacobs Levy Equity Management, Inc51,421$18.8M0.15%+32,000+164.8%Added
AXA S.A.50,691$18.6M0.07%+1,677+3.4%Added
US Bancorp50,462$18.5M0.04%+815+1.6%Added
Intech Investment Management LLC50,137$18.4M0.14%−12,733−20.3%Reduced
American International Group, Inc.50,064$18.3M0.13%−1,497−2.9%Reduced
Arvest Trust Co N A48,926$17.9M1.23%−791−1.6%Reduced
Adams Diversified Equity Fund, Inc.48,900$17.9M0.89%+6,300+14.8%Added
Badgley Phelps Wealth Managers, LLC47,937$17.5M0.75%+470+1.0%Added
Royal London Asset Management Ltd47,810$17.5M0.09%−2,187−4.4%Reduced
Harbor Island Capital LLC47,234$17.3M12.09%−1,282−2.6%Reduced
Fort Pitt Capital Group, LLC46,878$17.2M0.79%+46,878New
Marlowe Partners LP46,728$17.1M20.46%−6,686−12.5%Reduced
Colony Group LLC46,505$17.0M0.30%+1,214+2.7%Added
Skandinaviska Enskilda Banken AB (publ)46,404$17.0M0.14%+1,124+2.5%Added
ExodusPoint Capital Management, LP45,891$16.8M0.23%+44,803+4,117.9%Added
Coronation Fund Managers Ltd.45,790$16.8M0.90%+11,671+34.2%Added
State Farm Mutual Automobile Insurance Co45,536$16.7M0.02%+4,247+10.3%Added
Retirement Systems of Alabama45,496$16.7M0.08%−491−1.1%Reduced
Flputnam Investment Management Co45,405$16.6M0.65%−1,482−3.2%Reduced
Nisa Investment Advisors, LLC44,935$16.5M0.14%−3,230−6.7%Reduced
Platinum Investment Management Ltd44,436$16.3M0.68%−74,751−62.7%Reduced
Creative Planning44,354$16.2M0.03%+1,166+2.7%Added
Bridgewater Associates, LP43,937$16.1M0.08%−21,502−32.9%Reduced
Advisor Group Holdings, Inc.42,886$15.7M0.04%−4,386−9.3%Reduced
Teacher Retirement System of Texas42,458$15.5M0.11%+1,072+2.6%Added
Vontobel Holding Ltd.41,877$15.5M0.18%+783+1.9%Added
MetLife Investment Management42,038$15.4M0.13%−1,009−2.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)41,903$15.3M0.09%+2,408+6.1%Added
State of Tennessee, Treasury Department41,140$15.1M0.07%+683+1.7%Added
State of Michigan Retirement System39,880$14.6M0.11%−400−1.0%Reduced
Dana Investment Advisors, Inc.39,403$14.4M0.82%−14,065−26.3%Reduced
Alberta Investment Management Corp38,856$14.2M0.11%00.0%Unchanged