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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; 3,142 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, Q4 2022

Institutional positions in Lam Research Corp as of Dec 31, 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
1,347
+102 vs. Q3 2022
Shares held
113.0M
+56.6K (+0.1%) vs. Q3 2022
Total value
$47.5B
+$6.11B (+14.8%) vs. Q3 2022
New holders
208
441 more added
Sold out
106
512 more reduced

28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,347 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: 3,142 institutions
Value heldQ4 2022: $47.5B
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 20263,142$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, Q4 2022

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2022.

Institutions holding LRCX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,788,267$4.95B0.13%+130,177+1.1%Added
BlackRock Inc.11,027,183$4.63B0.15%+100,676+0.9%Added
State Street Corp5,604,594$2.37B0.14%−41,005−0.7%Reduced
Ameriprise Financial Inc4,982,563$2.09B0.72%−433,522−8.0%Reduced
FMR LLC4,649,554$1.95B0.19%−239,756−4.9%Reduced
JPMorgan Chase & Co3,760,079$1.58B0.22%−114,122−2.9%Reduced
Price T Rowe Associates Inc3,389,485$1.42B0.23%+2,831,381+507.3%Added
Fisher Asset Management, LLC2,641,859$1.11B0.75%+373,106+16.4%Added
Janus Henderson Group PLC2,596,350$1.09B0.78%−81,918−3.1%Reduced
Geode Capital Management, LLC2,523,525$1.06B0.15%+50,208+2.0%Added
Sands Capital Management, LLC2,358,306$991.2M3.74%−38,572−1.6%Reduced
Morgan Stanley1,651,084$694.0M0.08%+425,918+34.8%Added
Nuveen Asset Management, LLC1,639,700$689.2M0.27%+25,374+1.6%Added
Invesco Ltd.1,524,707$640.8M0.19%+136,341+9.8%Added
Northern Trust Corp1,523,279$640.2M0.13%−8,203−0.5%Reduced
Amundi1,362,746$619.8M0.34%−44,790−3.2%Reduced
Norges Bank1,473,295$619.2M0.15%−15,432−1.0%Reduced
Bank of New York Mellon Corp1,440,418$605.4M0.14%−127,944−8.2%Reduced
Massachusetts Financial Services Co1,143,333$480.5M0.17%−148,190−11.5%Reduced
Van Eck Associates Corp1,128,695$474.4M1.23%−11,634−1.0%Reduced
Bank of America Corp1,025,053$430.8M0.05%−121,405−10.6%Reduced
Legal & General Group Plc991,525$416.7M0.16%−34,305−3.3%Reduced
Goldman Sachs Group Inc975,318$409.9M0.12%−92,209−8.6%Reduced
Artisan Partners Limited Partnership968,519$407.1M0.72%+78,891+8.9%Added
Franklin Resources Inc918,171$385.9M0.20%−257,733−21.9%Reduced
WCM Investment Management, LLC881,299$370.4M1.24%+34,696+4.1%Added
Voya Investment Management LLC871,034$366.1M0.42%−115,074−11.7%Reduced
Barclays PLC838,640$352.5M0.30%+442,708+111.8%Added
Pictet Asset Management SA800,872$336.6M0.49%−62,757−7.3%Reduced
UBS Asset Management Americas Inc796,697$334.9M0.18%−123,721−13.4%Reduced
Millennium Management LLC789,793$331.9M0.37%+367,721+87.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC765,334$321.7M1.71%+9,518+1.3%Added
Winslow Capital Management, LLC751,677$315.9M1.76%+751,677New
Wells Fargo & Company750,157$315.3M0.10%+26,216+3.6%Added
Charles Schwab Investment Management Inc743,789$312.6M0.10%+20,912+2.9%Added
Dimensional Fund Advisors LP702,267$295.2M0.10%−3,635−0.5%Reduced
Sanders Capital, LLC645,194$271.2M0.71%+645,194New
Alkeon Capital Management LLC603,247$253.5M1.89%−234,288−28.0%Reduced
Swiss National Bank556,800$234.0M0.17%−44,332−7.4%Reduced
First Trust Advisors LP522,608$219.7M0.26%−55,231−9.6%Reduced
UBS Group AG521,234$219.1M0.11%+73,328+16.4%Added
Coatue Management LLCSuperinvestorCoatue Management480,680$202.0M2.27%−4,611−1.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.468,510$196.9M0.16%−23,481−4.8%Reduced
Nordea Investment Management AB445,451$185.0M0.29%−309,609−41.0%Reduced
Boston Partners419,025$178.0M0.24%+77,696+22.8%Added
Deutsche Bank AG423,073$177.8M0.10%−56,121−11.7%Reduced
Royal Bank of Canada395,334$166.2M0.05%+199,773+102.2%Added
Vulcan Value Partners, LLC332,094$139.4M1.87%−254,404−43.4%Reduced
Aspex Management (HK) Ltd330,000$138.7M3.88%−270,000−45.0%Reduced
The PNC Financial Services Group, Inc.329,956$138.7M0.13%−3,678−1.1%Reduced
California Public Employees Retirement System320,196$134.6M0.11%+9,223+3.0%Added
Envestnet Asset Management Inc313,616$131.8M0.07%+143,219+84.1%Added
HSBC Holdings PLC313,942$131.6M0.16%+104,249+49.7%Added
Adage Capital Partners GP, L.L.C.304,785$128.1M0.31%+101,600+50.0%Added
Theleme Partners LLP294,000$123.6M4.75%00.0%Unchanged
Rafferty Asset Management, LLC285,213$119.9M1.00%+21,625+8.2%Added
Citigroup Inc276,175$116.1M0.16%−38,588−12.3%Reduced
Oaktop Capital Management II, L.P.269,146$113.1M20.25%−31,100−10.4%Reduced
Rhumbline Advisers268,941$113.0M0.15%+19,452+7.8%Added
Capital Research Global Investors265,670$111.7M0.03%−296,018−52.7%Reduced
TD Asset Management Inc262,621$110.4M0.14%+126,238+92.6%Added
Cincinnati Insurance Co249,211$104.7M2.09%+61,750+32.9%Added
Credit Suisse AG246,617$103.7M0.11%−9,252−3.6%Reduced
New York State Common Retirement Fund245,902$103.4M0.14%−19,251−7.3%Reduced
Agf Management Ltd243,723$102.4M0.74%+243,723New
Principal Financial Group Inc242,154$101.8M0.08%+8,937+3.8%Added
Scge Management, L.P.235,000$98.8M3.49%+179,000+319.6%Added
California State Teachers Retirement System233,348$98.1M0.15%+1,253+0.5%Added
Jennison Associates LLC232,225$97.6M0.10%+86,110+58.9%Added
National Pension Service230,668$96.9M0.19%+3,994+1.8%Added
Avalon Investment & Advisory230,357$96.8M2.76%+41,322+21.9%Added
Mirae Asset Global Investments Co., Ltd.227,175$95.5M0.25%−1,716−0.7%Reduced
Alliancebernstein L.P.217,936$91.6M0.04%−4,486−2.0%Reduced
Allianz Asset Management GmbH215,637$90.6M0.20%+32,521+17.8%Added
Mackenzie Financial Corp212,580$89.3M0.15%−10,567−4.7%Reduced
Victory Capital Management Inc210,194$88.3M0.10%−176,563−45.7%Reduced
Bank of Montreal198,936$87.7M0.07%+63,498+46.9%Added
Bessemer Group Inc203,384$85.5M0.21%+10,492+5.4%Added
1832 Asset Management L.P.199,800$84.0M0.17%−178,670−47.2%Reduced
Parnassus Investments189,170$79.5M0.20%+189,170New
Swedbank AB184,307$77.5M0.17%−79,688−30.2%Reduced
Ninety One UK Ltd178,458$75.0M0.24%−325−0.2%Reduced
Great West Life Assurance Co168,577$71.2M0.19%+46,325+37.9%Added
SEI Investments Co167,880$70.6M0.16%+91,691+120.3%Added
Worldquant Millennium Advisors LLC161,684$68.0M1.55%+88,826+121.9%Added
Maverick Capital LtdSuperinvestorMaverick Capital154,868$65.1M1.58%−23,577−13.2%Reduced
State Board of Administration of Florida Retirement System154,239$64.8M0.16%−3,750−2.4%Reduced
New York State Teachers Retirement System153,730$64.6M0.16%−4,569−2.9%Reduced
Heard Capital LLC152,640$64.2M6.95%−8,830−5.5%Reduced
Mitsubishi UFJ Trust & Banking Corp149,633$62.9M0.16%+4,612+3.2%Added
Nomura Asset Management Co Ltd146,735$61.7M0.36%+10,413+7.6%Added
APG Asset Management N.V.144,038$60.5M0.12%+118,792+470.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.143,651$59.5M0.16%+33,037+29.9%Added
ProShare Advisors LLC139,743$58.7M0.21%−13,537−8.8%Reduced
Canada Pension Plan Investment Board137,464$57.8M0.10%−108,000−44.0%Reduced
M&G Investment Management Ltd137,483$57.7M0.43%−12,681−8.4%Reduced
DekaBank Deutsche Girozentrale134,277$56.1M0.15%+13,294+11.0%Added
Schroder Investment Management Group133,235$56.0M0.09%−20,691−13.4%Reduced
Prudential Financial Inc133,086$55.9M0.09%+14,238+12.0%Added
D. E. Shaw & Co., Inc.132,912$55.9M0.09%+104,302+364.6%Added