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 |
|---|---|---|---|---|---|
| TCW Group Inc | 28,526 | $12.0M | 0.17% | −37−0.1% | Reduced |
| Cerity Partners LLC | 28,735 | $12.1M | 0.08% | +6,163+27.3% | Added |
| Calamos Advisors LLC | 29,124 | $12.2M | 0.06% | −24,643−45.8% | Reduced |
| Leuthold Group, LLC | 29,324 | $12.3M | 1.66% | −691−2.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,384 | $12.4M | 0.21% | +140.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 29,475 | $12.4M | 0.50% | −18,462−38.5% | Reduced |
| Empire Life Investments Inc. | 29,722 | $12.5M | 0.86% | +29,722 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,815 | $12.5M | 0.04% | +7,727+35.0% | Added |
| 3G Capital Partners LP | 30,000 | $12.6M | 15.36% | +15,000+100.0% | Added |
| South Dakota Investment Council | 30,152 | $12.7M | 0.28% | −1,200−3.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 28,871 | $12.9M | 1.64% | +23+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,876 | $13.0M | 0.03% | −2,734−8.1% | Reduced |
| Mercer Global Advisors Inc | 31,191 | $13.1M | 0.07% | +9,331+42.7% | Added |
| Rockefeller Capital Management L.P. | 31,404 | $13.2M | 0.07% | +15,539+97.9% | Added |
| Braun Stacey Associates Inc | 32,433 | $13.6M | 0.78% | +2,336+7.8% | Added |
| Xponance, Inc. | 33,231 | $14.0M | 0.23% | +3,011+10.0% | Added |
| Nuance Investments, LLC | 33,409 | $14.0M | 0.29% | +33,409 | New |
| Commonwealth Equity Services, LLC | 34,242 | $14.4M | 0.03% | +6,734+24.5% | Added |
| CIBC Asset Management Inc | 34,306 | $14.4M | 0.06% | −191−0.6% | Reduced |
| USS Investment Management Ltd | 34,563 | $14.5M | 0.21% | −1,332−3.7% | Reduced |
| Swiss Life Asset Management Ltd | 35,166 | $14.8M | 0.25% | +2,085+6.3% | Added |
| Trexquant Investment LP | 35,642 | $15.0M | 0.42% | +17,551+97.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 36,913 | $15.5M | 1.19% | +82+0.2% | Added |
| Gotham Asset Management, LLC | 37,059 | $15.6M | 0.44% | +25,052+208.6% | Added |
| State of Tennessee, Treasury Department | 37,094 | $15.6M | 0.07% | −4,046−9.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,186 | $15.6M | 0.19% | +3,327+9.8% | Added |
| Arizona State Retirement System | 37,326 | $15.7M | 0.15% | −380−1.0% | Reduced |
| Amalgamated Bank | 37,397 | $15.7M | 0.14% | +95+0.3% | Added |
| Neville Rodie & Shaw Inc | 37,415 | $15.7M | 1.48% | −332−0.9% | Reduced |
| McGuire Investment Group, LLC | 37,766 | $15.9M | 3.44% | +308+0.8% | Added |
| Korea Investment CORP | 38,662 | $16.2M | 0.05% | −42,121−52.1% | Reduced |
| Janney Montgomery Scott LLC | 38,695 | $16.3M | 0.06% | +1,957+5.3% | Added |
| Guinness Asset Management LTD | 38,774 | $16.3M | 0.46% | +425+1.1% | Added |
| Alberta Investment Management Corp | 38,856 | $16.3M | 0.14% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 39,204 | $16.5M | 0.12% | −7,200−15.5% | Reduced |
| Handelsbanken Fonder AB | 39,603 | $16.6M | 0.10% | +1,496+3.9% | Added |
| State of Michigan Retirement System | 39,880 | $16.8M | 0.12% | 00.0% | Unchanged |
| Marlowe Partners LP | 39,987 | $16.8M | 22.62% | −6,741−14.4% | Reduced |
| Harber Asset Management LLC | 40,617 | $17.1M | 4.73% | +9,599+30.9% | Added |
| Vident Investment Advisory, LLC | 40,808 | $17.2M | 0.65% | +18,598+83.7% | Added |
| MetLife Investment Management | 41,077 | $17.3M | 0.13% | −961−2.3% | Reduced |
| Neuberger Berman Group LLC | 42,447 | $17.8M | 0.02% | −42,991−50.3% | Reduced |
| AXA S.A. | 43,039 | $18.1M | 0.07% | −7,652−15.1% | Reduced |
| Bank of Nova Scotia | 43,186 | $18.2M | 0.05% | +26,294+155.7% | Added |
| ING Groep NV | 43,211 | $18.2M | 0.18% | +10,807+33.4% | Added |
| Retirement Systems of Alabama | 43,690 | $18.4M | 0.08% | −1,806−4.0% | Reduced |
| RE Advisers Corp | 44,100 | $18.5M | 0.49% | +44,100 | New |
| Citadel Advisors LLC | 44,617 | $18.8M | 0.02% | +35,512+390.0% | Added |
| Ensign Peak Advisors, Inc | 44,654 | $18.8M | 0.04% | +30,640+218.6% | Added |
| Advisor Group Holdings, Inc. | 44,931 | $18.9M | 0.04% | +2,045+4.8% | Added |
| Capital Fund Management S.A. | 45,359 | $19.1M | 0.42% | +45,359 | New |
| Colony Group LLC | 45,476 | $19.1M | 0.27% | −1,029−2.2% | Reduced |
| Harbor Island Capital LLC | 45,508 | $19.1M | 12.18% | −1,726−3.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 45,536 | $19.1M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 45,674 | $19.2M | 0.15% | +739+1.6% | Added |
| Baird Financial Group, Inc. | 45,921 | $19.3M | 0.05% | +9,291+25.4% | Added |
| Creative Planning | 46,165 | $19.4M | 0.03% | +1,811+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,348 | $19.5M | 0.10% | +4,445+10.6% | Added |
| Flputnam Investment Management Co | 46,450 | $19.5M | 0.71% | +1,045+2.3% | Added |
| US Bancorp | 46,513 | $19.6M | 0.03% | −3,949−7.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 42,404 | $19.7M | 1.47% | −34,760−45.0% | Reduced |
| American International Group, Inc. | 47,394 | $19.9M | 0.14% | −2,670−5.3% | Reduced |
| Vontobel Holding Ltd. | 49,541 | $20.0M | 0.20% | +7,664+18.3% | Added |
| Arvest Trust Co N A | 47,813 | $20.1M | 1.26% | −1,113−2.3% | Reduced |
| Forsta Ap-Fonden | 48,000 | $20.2M | 0.23% | +14,400+42.9% | Added |
| American Century Companies Inc | 48,065 | $20.2M | 0.02% | +17,775+58.7% | Added |
| J. Goldman & Co LP | 48,165 | $20.2M | 1.42% | +48,165 | New |
| HighTower Advisors, LLC | 48,755 | $20.5M | 0.05% | +13,101+36.7% | Added |
| Fort Pitt Capital Group, LLC | 48,896 | $20.6M | 0.84% | +2,018+4.3% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $20.6M | 0.99% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 49,215 | $20.7M | 0.09% | +1,405+2.9% | Added |
| Southpoint Capital Advisors LP | 50,000 | $21.0M | 0.54% | +50,000 | New |
| ARS Investment Partners, LLC | 54,711 | $23.0M | 3.06% | −9,136−14.3% | Reduced |
| LPL Financial LLC | 54,737 | $23.0M | 0.02% | −2,633−4.6% | Reduced |
| Intech Investment Management LLC | 54,808 | $23.0M | 0.17% | +4,671+9.3% | Added |
| Robeco Institutional Asset Management B.V. | 55,204 | $23.2M | 0.07% | −604−1.1% | Reduced |
| Assenagon Asset Management S.A. | 56,266 | $23.6M | 0.10% | +29,710+111.9% | Added |
| Capital International Investors | 56,308 | $23.7M | 0.01% | −227,434−80.2% | Reduced |
| Aviva PLC | 57,882 | $24.3M | 0.12% | +3,565+6.6% | Added |
| Asset Management One Co.,Ltd. | 57,915 | $24.4M | 0.12% | −3,129−5.1% | Reduced |
| Castleark Management LLC | 59,390 | $25.0M | 1.30% | −20,300−25.5% | Reduced |
| Capco Asset Management, LLC | 60,242 | $25.3M | 7.15% | +3,376+5.9% | Added |
| Coronation Fund Managers Ltd. | 61,325 | $25.8M | 0.72% | +15,535+33.9% | Added |
| Triple Frond Partners LLC | 62,060 | $26.1M | 4.31% | 00.0% | Unchanged |
| Tybourne Capital Management (HK) Ltd | 63,200 | $26.6M | 2.65% | −61,400−49.3% | Reduced |
| Woodline Partners LP | 63,977 | $26.9M | 0.37% | +63,977 | New |
| Vaughan David Investments LLC | 65,239 | $27.4M | 0.82% | +967+1.5% | Added |
| Walleye Trading LLC | 65,281 | $27.4M | 0.69% | −11,346−14.8% | Reduced |
| Treasurer of the State of North Carolina | 65,565 | $27.6M | 0.17% | +3,312+5.3% | Added |
| Mn Services Vermogensbeheer B.V. | 66,584 | $28.0M | 0.31% | −11,000−14.2% | Reduced |
| KBC Group NV | 66,786 | $28.1M | 0.14% | +34,006+103.7% | Added |
| Storebrand Asset Management AS | 67,257 | $28.3M | 0.16% | +420+0.6% | Added |
| Natixis Advisors, L.P. | 67,888 | $28.5M | 0.11% | +2,285+3.5% | Added |
| Ci Investments Inc. | 68,712 | $28.9M | 0.15% | −5,953−8.0% | Reduced |
| Nicholas Company, Inc. | 69,285 | $29.1M | 0.62% | −200.0% | Reduced |
| Stifel Financial Corp | 70,161 | $29.5M | 0.04% | −2,360−3.3% | Reduced |
| Thrivent Financial for Lutherans | 72,080 | $30.3M | 0.08% | −30,336−29.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 72,673 | $30.5M | 0.05% | +1,343+1.9% | Added |
| Putnam Investments LLC | 73,473 | $30.9M | 0.05% | +876+1.2% | Added |
| Truist Financial Corp | 75,413 | $31.7M | 0.06% | −5,989−7.4% | Reduced |