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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, 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: 3,143 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 20263,143$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, 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
Advisors Asset Management, Inc.7,702$3.24M0.07%−1,157−13.1%Reduced
Heron Bay Capital Management7,860$3.30M2.04%+131+1.7%Added
Brighton Jones LLC7,883$3.31M0.20%+9+0.1%Added
Bailard, Inc.7,883$3.31M0.13%−330−4.0%Reduced
Pearl River Capital, LLC8,128$3.42M0.58%+5,583+219.4%Added
McBroom & Associates, LLC8,131$3.42M3.71%−218−2.6%Reduced
Point72 Middle East FZE8,168$3.43M0.26%+8,168New
Meeder Asset Management Inc8,168$3.43M0.30%+5,355+190.4%Added
Atria Wealth Solutions, Inc.8,147$3.44M0.06%−605−6.9%Reduced
Naples Global Advisors, LLC8,298$3.50M0.44%+498+6.4%Added
Stratos Wealth Partners, LTD.8,347$3.51M0.09%−931−10.0%Reduced
Farmers Trust Co8,389$3.53M0.79%−20.0%Reduced
Los Angeles Capital Management LLC8,491$3.57M0.02%−26,763−75.9%Reduced
Crossmark Global Holdings, Inc.8,738$3.67M0.09%+1,562+21.8%Added
Financial Partners Group, LLC8,790$3.69M2.18%+8,790New
Taylor Hoffman Wealth Management8,855$3.72M2.28%+170+2.0%Added
Aptus Capital Advisors, LLC8,874$3.73M0.12%−13,083−59.6%Reduced
JustInvest LLC8,911$3.75M0.15%+105+1.2%Added
Harbour Capital Advisors, LLC9,155$3.79M1.28%−507−5.2%Reduced
PGGM Investments9,061$3.81M0.07%−3,516−28.0%Reduced
Harbor Capital Advisors, Inc.9,070$3.81M3.78%−1,503−14.2%Reduced
Insight Wealth Strategies, LLC9,155$3.85M0.74%+362+4.1%Added
KWMG, LLC9,292$3.91M0.55%+334+3.7%Added
Acadian Asset Management LLC9,304$3.91M0.02%+5,291+131.8%Added
SG Americas Securities, LLC9,302$3.91M0.06%+3,849+70.6%Added
Cetera Advisor Networks LLC9,314$3.91M0.03%+3,434+58.4%Added
Ziegler Capital Management, LLC9,370$3.94M0.17%−1,267−11.9%Reduced
Threadgill Financial, LLC9,411$3.96M4.06%−294−3.0%Reduced
Carret Asset Management, LLC9,546$4.01M0.55%−23−0.2%Reduced
Heritage Trust Co9,622$4.04M0.66%+258+2.8%Added
Horizon Investment Services, LLC9,625$4.05M2.94%−190−1.9%Reduced
Prelude Capital Management, LLC9,671$4.06M0.25%+8,414+669.4%Added
Financial Counselors Inc9,671$4.07M0.09%−2,480−20.4%Reduced
Cullinan Associates Inc9,700$4.08M0.23%00.0%Unchanged
Level Four Advisory Services, LLC9,808$4.12M0.31%+1,906+24.1%Added
Fiduciary Trust Co9,933$4.17M0.08%−407−3.9%Reduced
Hartford Investment Management Co9,962$4.19M0.13%−4,047−28.9%Reduced
Silvant Capital Management LLC9,945$4.20M0.30%−103−1.0%Reduced
Aviance Capital Partners, LLC9,994$4.20M0.98%+91+0.9%Added
D.A. Davidson & Co.10,090$4.24M0.05%−53−0.5%Reduced
Guinness Atkinson Asset Management Inc10,095$4.24M2.67%−506−4.8%Reduced
Amica Mutual Insurance Co10,118$4.25M0.54%−10,350−50.6%Reduced
Omers Administration Corp10,163$4.27M0.07%00.0%Unchanged
SeaCrest Wealth Management, LLC10,194$4.28M0.61%+41+0.4%Added
NJ State Employees Deferred Compensation Plan10,225$4.30M0.70%00.0%Unchanged
King Luther Capital Management Corp10,247$4.31M0.02%+486+5.0%Added
Spire Wealth Management10,250$4.31M0.24%−396−3.7%Reduced
Sitrin Capital Management LLC10,308$4.33M2.76%−475−4.4%Reduced
CCM Investment Advisers LLC10,338$4.35M0.69%−1,027−9.0%Reduced
Cinctive Capital Management LP10,341$4.35M0.22%+10,341New
Norinchukin Bank, The10,373$4.36M0.09%−2,296−18.1%Reduced
Baldwin Investment Management, LLC10,436$4.39M0.79%−302−2.8%Reduced
Voloridge Investment Management, LLC10,569$4.44M0.02%−27,355−72.1%Reduced
Fusion Capital, LLC10,584$4.45M2.62%+491+4.9%Added
Elo Mutual Pension Insurance Co10,605$4.46M0.15%+187+1.8%Added
Violich Capital Management, Inc.10,625$4.47M0.79%00.0%Unchanged
Maryland State Retirement & Pension System10,675$4.49M0.13%+10,675New
Steel Peak Wealth Management LLC10,665$4.50M0.33%−512−4.6%Reduced
Central Bank & Trust Co10,735$4.51M0.85%−642−5.6%Reduced
Shelton Capital Management10,757$4.52M0.48%−16,962−61.2%Reduced
Kentucky Retirement Systems10,769$4.53M0.18%+47+0.4%Added
Prudential PLC10,770$4.53M0.06%+4,168+63.1%Added
Laffer Tengler Investments10,809$4.54M1.31%+2,332+27.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd10,888$4.58M0.09%+704+6.9%Added
Systematic Alpha Investments, LLC10,889$4.58M0.23%00.0%Unchanged
Lathrop Investment Management Corp10,893$4.58M1.01%+10,893New
Paragon Advisors, LLC10,900$4.58M2.02%+10,900New
Winmill & Co. Inc10,900$4.58M1.67%00.0%Unchanged
Conning Inc.10,920$4.59M0.15%−2,448−18.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund11,088$4.66M0.02%−6,712−37.7%Reduced
Profund Advisors LLC11,096$4.66M0.30%−510−4.4%Reduced
MML Investors Services, LLC11,289$4.75M0.03%+298+2.7%Added
Securian Asset Management, Inc11,568$4.86M0.14%−126−1.1%Reduced
Northwest Bancshares, Inc.11,799$4.96M1.00%+1,721+17.1%Added
Coldstream Capital Management Inc11,928$5.01M0.18%+11,928New
British Columbia Investment Management Corp12,138$5.10M0.06%−1,586−11.6%Reduced
Kestra Advisory Services, LLC12,194$5.13M0.05%−1,021−7.7%Reduced
Virginia Retirement Systems Et Al12,200$5.13M0.05%−11,300−48.1%Reduced
Impax Asset Management Group plc12,296$5.17M0.02%−1,615−11.6%Reduced
Gateway Investment Advisers LLC12,309$5.17M0.06%+82+0.7%Added
Covington Investment Advisors Inc.12,488$5.25M1.26%+598+5.0%Added
Cambridge Investment Research Advisors, Inc.12,500$5.25M0.03%−665−5.1%Reduced
B. Metzler seel. Sohn & Co. AG12,564$5.28M0.09%−4,153−24.8%Reduced
AE Wealth Management LLC12,698$5.34M0.04%−1,077−7.8%Reduced
Ieq Capital, LLC12,932$5.44M0.15%+2,296+21.6%Added
Capital Group Private Client Services, Inc.12,937$5.44M0.07%−1,914−12.9%Reduced
Value Aligned Research Advisors, LLC13,099$5.51M2.50%+13,099New
Teachers Retirement System of the State of Kentucky13,110$5.51M0.06%00.0%Unchanged
Means Investment Co., Inc.13,210$5.55M1.11%−262−1.9%Reduced
Socorro Asset Management LP13,245$5.57M2.41%−262−1.9%Reduced
Dai-Ichi Life Insurance Company, Ltd13,454$5.65M0.13%−1,500−10.0%Reduced
Baker Ellis Asset Management LLC13,817$5.81M1.13%+111+0.8%Added
Hillman Capital Management, Inc.13,868$5.83M2.29%−482−3.4%Reduced
Valley National Advisers Inc12,610$5.86M1.05%−79−0.6%Reduced
Tokio Marine Asset Management Co Ltd14,085$5.92M0.46%+358+2.6%Added
Achmea Investment Management B.V.15,036$5.92M0.20%+879+6.2%Added
Connectus Wealth, LLC14,183$5.96M0.16%+1,920+15.7%Added
United Capital Financial Advisers, LLC14,396$6.05M0.03%−3,983−21.7%Reduced
Cable Hill Partners, LLC14,459$6.10M1.09%−755−5.0%Reduced
Marshall Wace, LLP14,604$6.14M0.02%−546−3.6%Reduced