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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PFS Investments Inc. | 14,624 | $6.15M | 0.11% | +141+1.0% | Added |
| Platinum Investment Management Ltd | 14,658 | $6.16M | 0.23% | −29,778−67.0% | Reduced |
| YHB Investment Advisors, Inc. | 14,729 | $6.19M | 0.66% | −79−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 14,788 | $6.21M | 0.14% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 14,793 | $6.22M | 0.12% | −52−0.4% | Reduced |
| Advisory Services Network, LLC | 15,119 | $6.35M | 0.19% | +81+0.5% | Added |
| Chartwell Investment Partners, LLC | 15,189 | $6.38M | 0.25% | +560+3.8% | Added |
| Assetmark, Inc | 15,214 | $6.39M | 0.03% | +2,145+16.4% | Added |
| Cetera Investment Advisers | 15,298 | $6.43M | 0.06% | +5,250+52.2% | Added |
| Bokf, NA | 15,359 | $6.46M | 0.12% | −1,241−7.5% | Reduced |
| HRT Financial LP | 15,406 | $6.47M | 0.09% | −769−4.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 15,409 | $6.48M | 0.18% | −590−3.7% | Reduced |
| Lido Advisors, LLC | 15,460 | $6.50M | 0.11% | +20+0.1% | Added |
| LMCG Investments, LLC | 15,520 | $6.52M | 0.46% | +789+5.4% | Added |
| Louisiana State Employees Retirement System | 15,600 | $6.56M | 0.18% | −600−3.7% | Reduced |
| Daiwa Securities Group Inc. | 15,448 | $6.70M | 0.05% | −10,643−40.8% | Reduced |
| La Banque Postale Asset Management SA | 15,954 | $6.71M | 0.19% | +15,954 | New |
| Czech National Bank | 15,963 | $6.71M | 0.18% | +57+0.4% | Added |
| Cozad Asset Management Inc | 15,986 | $6.72M | 0.94% | +387+2.5% | Added |
| Marco Investment Management LLC | 16,039 | $6.74M | 0.79% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 16,112 | $6.77M | 0.07% | −249−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,174 | $6.80M | 0.01% | −4,192−20.6% | Reduced |
| BTC Capital Management, Inc. | 16,255 | $6.87M | 0.83% | +212+1.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 16,834 | $7.08M | 1.66% | −112−0.7% | Reduced |
| Cornerstone Advisors, LLC | 17,000 | $7.15M | 0.35% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 17,068 | $7.17M | 0.87% | −1,492−8.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 17,076 | $7.18M | 1.11% | +181+1.1% | Added |
| Candriam Luxembourg S.C.A. | 17,369 | $7.30M | 0.05% | −2,441−12.3% | Reduced |
| Terry L. Blaker | 17,784 | $7.47M | 0.68% | +2,938+19.8% | Added |
| Susquehanna Fundamental Investments, LLC | 17,933 | $7.54M | 0.13% | −7,272−28.9% | Reduced |
| Varma Mutual Pension Insurance Co | 18,395 | $7.73M | 0.11% | +18,395 | New |
| Andra AP-fonden | 18,400 | $7.73M | 0.23% | +900+5.1% | Added |
| Seizert Capital Partners, LLC | 18,568 | $7.80M | 0.41% | −342−1.8% | Reduced |
| M&T Bank Corp | 18,776 | $7.89M | 0.03% | −1,227−6.1% | Reduced |
| Kerrisdale Advisers, LLC | 19,008 | $7.99M | 2.37% | −51,115−72.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,029 | $8.00M | 0.21% | +15,132+388.3% | Added |
| Prime Capital Investment Advisors, LLC | 19,089 | $8.02M | 0.30% | +1,059+5.9% | Added |
| Harvard Management Co Inc | 19,131 | $8.04M | 1.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 19,235 | $8.08M | 0.35% | +19,235 | New |
| Texas Permanent School Fund | 19,362 | $8.14M | 0.12% | −19−0.1% | Reduced |
| Parsec Financial Management, Inc. | 19,373 | $8.14M | 0.36% | −5,338−21.6% | Reduced |
| Natixis | 19,912 | $8.37M | 0.05% | +6,024+43.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 19,930 | $8.38M | 0.05% | −1,400−6.6% | Reduced |
| FourThought Financial Partners, LLC | 19,993 | $8.40M | 1.22% | +19,993 | New |
| FIL Ltd | 20,312 | $8.54M | 0.01% | +9,474+87.4% | Added |
| Baker Avenue Asset Management, LP | 20,341 | $8.55M | 0.51% | +1,114+5.8% | Added |
| One01 Capital, LP | 20,437 | $8.59M | 24.97% | +20,437 | New |
| Westpac Banking Corp | 20,482 | $8.61M | 0.13% | +156+0.8% | Added |
| National Asset Management, Inc. | 20,398 | $8.61M | 0.24% | −3,384−14.2% | Reduced |
| First Republic Investment Management, Inc. | 20,561 | $8.64M | 0.02% | −10,028−32.8% | Reduced |
| Hosking Partners LLP | 20,682 | $8.69M | 0.35% | +10,099+95.4% | Added |
| Stephens Inc | 21,222 | $8.92M | 0.18% | +6,690+46.0% | Added |
| CIBC World Markets Inc. | 21,407 | $9.00M | 0.04% | −1,299−5.7% | Reduced |
| Two Sigma Advisers, LP | 21,500 | $9.04M | 0.03% | +21,500 | New |
| New York Life Investment Management LLC | 21,532 | $9.05M | 0.10% | −127−0.6% | Reduced |
| Two Sigma Investments, LP | 21,556 | $9.06M | 0.03% | +21,556 | New |
| MBB Public Markets I LLC | 21,820 | $9.17M | 0.26% | 00.0% | Unchanged |
| Rheos Capital Works Inc. | 22,100 | $9.29M | 0.56% | +10,400+88.9% | Added |
| Glenmede Trust Co NA | 22,642 | $9.52M | 0.06% | +6,122+37.1% | Added |
| Public Employees Retirement Association of Colorado | 22,750 | $9.56M | 0.05% | −121−0.5% | Reduced |
| Yousif Capital Management, LLC | 22,858 | $9.61M | 0.13% | +385+1.7% | Added |
| Clough Capital Partners L P | 22,860 | $9.61M | 0.97% | +22,860 | New |
| Exencial Wealth Advisors, LLC | 22,964 | $9.65M | 0.52% | +8,319+56.8% | Added |
| Transform Wealth, LLC | 22,908 | $9.67M | 1.08% | −728−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,053 | $9.69M | 0.08% | +3,018+15.1% | Added |
| Gulf International Bank (UK) Ltd | 23,120 | $9.72M | 0.17% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 23,021 | $9.74M | 0.04% | +23,021 | New |
| AMF Pensionsforsakring AB | 23,328 | $9.82M | 0.11% | −35,939−60.6% | Reduced |
| State of Alaska, Department of Revenue | 23,476 | $9.87M | 0.12% | −380−1.6% | Reduced |
| Mutual of America Capital Management LLC | 23,565 | $9.90M | 0.12% | +1,041+4.6% | Added |
| Nissay Asset Management Corp | 23,823 | $10.0M | 0.10% | −391−1.6% | Reduced |
| CIBC World Markets Corp | 23,930 | $10.1M | 0.07% | +13,204+123.1% | Added |
| Teacher Retirement System of Texas | 23,937 | $10.1M | 0.07% | −18,521−43.6% | Reduced |
| Linscomb & Williams, Inc. | 24,006 | $10.1M | 0.51% | +617+2.6% | Added |
| Man Group plc | 24,081 | $10.1M | 0.04% | −13,201−35.4% | Reduced |
| Gratus Capital LLC | 24,248 | $10.2M | 0.85% | +1,124+4.9% | Added |
| Utah Retirement Systems | 24,324 | $10.2M | 0.16% | −214−0.9% | Reduced |
| Public Sector Pension Investment Board | 24,341 | $10.2M | 0.08% | +9,658+65.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,693 | $10.3M | 0.15% | +12,071+95.6% | Added |
| Comerica Bank | 22,059 | $10.4M | 0.08% | −696−3.1% | Reduced |
| Foundry Partners, LLC | 24,810 | $10.4M | 0.57% | −9,520−27.7% | Reduced |
| Macquarie Group Ltd | 24,834 | $10.4M | 0.01% | −1,473−5.6% | Reduced |
| IFM Investors Pty Ltd | 24,909 | $10.5M | 0.18% | +699+2.9% | Added |
| Ariose Capital Management Ltd | 25,047 | $10.5M | 4.57% | +25,047 | New |
| Wellington Management Group LLP | 26,155 | $11.0M | 0.00% | −73,802−73.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,185 | $11.0M | 0.21% | −880−3.3% | Reduced |
| Quadrature Capital Ltd | 26,430 | $11.1M | 0.33% | −8,032−23.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,526 | $11.1M | 0.16% | −3,542−11.8% | Reduced |
| Oregon Public Employees Retirement Fund | 26,648 | $11.2M | 0.14% | −891−3.2% | Reduced |
| Burney Co | 26,651 | $11.2M | 0.57% | −1,077−3.9% | Reduced |
| Dana Investment Advisors, Inc. | 26,840 | $11.3M | 0.59% | −12,563−31.9% | Reduced |
| Pinebridge Investments, L.P. | 26,960 | $11.3M | 0.14% | −1,815−6.3% | Reduced |
| Moneta Group Investment Advisors LLC | 22,725 | $11.4M | 0.31% | −5,261−18.8% | Reduced |
| United Services Automobile Association | 27,180 | $11.4M | 0.26% | +90+0.3% | Added |
| National Bank of Canada | 27,467 | $11.5M | 0.03% | +10,105+58.2% | Added |
| ClariVest Asset Management LLC | 27,536 | $11.6M | 0.56% | −605−2.1% | Reduced |
| Huntington National Bank | 27,548 | $11.6M | 0.12% | −4,619−14.4% | Reduced |
| Cincinnati Financial Corp | 27,724 | $11.7M | 0.29% | +3,500+14.4% | Added |
| Holocene Advisors, LP | 27,820 | $11.7M | 0.07% | +12,761+84.7% | Added |
| Fifth Third Bancorp | 28,214 | $11.9M | 0.06% | +91+0.3% | Added |