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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,629 | $31.8M | 0.06% | −6,539−8.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 79,456 | $33.4M | 0.14% | −5,198−6.1% | Reduced |
| Standard Life Aberdeen plc | 80,078 | $33.7M | 0.09% | +6,890+9.4% | Added |
| State of New Jersey Common Pension Fund D | 80,458 | $33.8M | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 82,704 | $34.8M | 0.15% | +325+0.4% | Added |
| KCL Capital, L.P. | 85,000 | $35.7M | 6.17% | +85,000 | New |
| Raymond James & Associates | 85,301 | $35.9M | 0.03% | −16,669−16.3% | Reduced |
| Erste Asset Management GmbH | 86,253 | $36.1M | 0.76% | +3,979+4.8% | Added |
| Crosslink Capital Inc | 86,119 | $36.2M | 8.73% | +1,790+2.1% | Added |
| NZS Capital, LLC | 86,932 | $36.5M | 3.13% | −3,934−4.3% | Reduced |
| Brandywine Global Investment Management, LLC | 88,543 | $37.2M | 0.29% | +88,543 | New |
| Mariner, LLC | 90,002 | $37.8M | 0.12% | +20,931+30.3% | Added |
| Epoch Investment Partners, Inc. | 94,341 | $39.7M | 0.24% | −57,232−37.8% | Reduced |
| Sound Shore Management Inc | 94,560 | $39.7M | 1.49% | +94,560 | New |
| Employees Provident Fund Board | 94,665 | $39.8M | 1.15% | +32,541+52.4% | Added |
| Cubist Systematic Strategies, LLC | 96,439 | $40.5M | 0.35% | +68,668+247.3% | Added |
| BNP Paribas Arbitrage, SA | 96,501 | $40.6M | 0.10% | −56,304−36.8% | Reduced |
| Federated Hermes, Inc. | 98,032 | $41.2M | 0.11% | −14,065−12.5% | Reduced |
| Guggenheim Capital LLC | 99,044 | $41.6M | 0.37% | −11,700−10.6% | Reduced |
| Westfield Capital Management Co LP | 101,196 | $42.5M | 0.33% | −20,332−16.7% | Reduced |
| RWC Asset Management LLP | 102,303 | $43.0M | 1.35% | −664−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 105,640 | $44.4M | 0.03% | +3,485+3.4% | Added |
| William Blair Investment Management, LLC | 106,061 | $44.6M | 0.17% | +4,760+4.7% | Added |
| LSV Asset Management | 107,132 | $45.0M | 0.10% | −22,820−17.6% | Reduced |
| Toronto Dominion Bank | 107,550 | $45.2M | 0.07% | +30,591+39.7% | Added |
| Associated Banc-Corp | 107,747 | $45.3M | 1.88% | −7,415−6.4% | Reduced |
| Captrust Financial Advisors | 108,050 | $45.4M | 0.23% | −46,467−30.1% | Reduced |
| DnB Asset Management AS | 109,641 | $46.1M | 0.32% | −25,851−19.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 110,652 | $46.5M | 0.31% | +59,231+115.2% | Added |
| Atalanta Sosnoff Capital, LLC | 111,272 | $46.8M | 1.44% | +111,272 | New |
| Pinnacle Associates Ltd | 112,537 | $47.3M | 1.03% | −2,619−2.3% | Reduced |
| Susquehanna International Group, LLP | 114,584 | $48.2M | 0.09% | −61,750−35.0% | Reduced |
| Eventide Asset Management, LLC | 115,177 | $48.4M | 0.95% | +1,504+1.3% | Added |
| Blue Whale Capital LLP | 116,500 | $49.0M | 8.35% | +7,700+7.1% | Added |
| Caisse de Depot Et Placement du Quebec | 118,355 | $49.7M | 0.15% | +56,391+91.0% | Added |
| STRS Ohio | 119,575 | $50.3M | 0.23% | −12,571−9.5% | Reduced |
| Whale Rock Capital Management LLC | 120,689 | $50.7M | 1.71% | +120,689 | New |
| Jane Street Group, LLC | 121,209 | $50.9M | 0.10% | +115,866+2,168.6% | Added |
| NFJ Investment Group, LLC | 123,310 | $51.8M | 1.36% | −35,258−22.2% | Reduced |
| State of Wisconsin Investment Board | 124,018 | $52.1M | 0.17% | −15,731−11.3% | Reduced |
| Frontier Capital Management Co LLC | 125,168 | $52.6M | 0.57% | +90,271+258.7% | Added |
| AQR Capital Management LLC | 127,728 | $53.1M | 0.12% | +14,207+12.5% | Added |
| Lord, Abbett & Co. LLC | 128,500 | $54.0M | 0.19% | +27,487+27.2% | Added |
| Russell Investments Group, Ltd. | 131,279 | $55.2M | 0.11% | −11,290−7.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 132,496 | $55.7M | 0.38% | +248+0.2% | Added |
| HM Payson & Co | 132,766 | $55.8M | 1.39% | +10,571+8.7% | Added |
| D. E. Shaw & Co., Inc. | 132,912 | $55.9M | 0.09% | +104,302+364.6% | Added |
| Prudential Financial Inc | 133,086 | $55.9M | 0.09% | +14,238+12.0% | Added |
| Schroder Investment Management Group | 133,235 | $56.0M | 0.09% | −20,691−13.4% | Reduced |
| DekaBank Deutsche Girozentrale | 134,277 | $56.1M | 0.15% | +13,294+11.0% | Added |
| M&G Investment Management Ltd | 137,483 | $57.7M | 0.43% | −12,681−8.4% | Reduced |
| Canada Pension Plan Investment Board | 137,464 | $57.8M | 0.10% | −108,000−44.0% | Reduced |
| ProShare Advisors LLC | 139,743 | $58.7M | 0.21% | −13,537−8.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143,651 | $59.5M | 0.16% | +33,037+29.9% | Added |
| APG Asset Management N.V. | 144,038 | $60.5M | 0.12% | +118,792+470.5% | Added |
| Nomura Asset Management Co Ltd | 146,735 | $61.7M | 0.36% | +10,413+7.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 149,633 | $62.9M | 0.16% | +4,612+3.2% | Added |
| Heard Capital LLC | 152,640 | $64.2M | 6.95% | −8,830−5.5% | Reduced |
| New York State Teachers Retirement System | 153,730 | $64.6M | 0.16% | −4,569−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 154,239 | $64.8M | 0.16% | −3,750−2.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 154,868 | $65.1M | 1.58% | −23,577−13.2% | Reduced |
| Worldquant Millennium Advisors LLC | 161,684 | $68.0M | 1.55% | +88,826+121.9% | Added |
| SEI Investments Co | 167,880 | $70.6M | 0.16% | +91,691+120.3% | Added |
| Great West Life Assurance Co | 168,577 | $71.2M | 0.19% | +46,325+37.9% | Added |
| Ninety One UK Ltd | 178,458 | $75.0M | 0.24% | −325−0.2% | Reduced |
| Swedbank AB | 184,307 | $77.5M | 0.17% | −79,688−30.2% | Reduced |
| Parnassus Investments | 189,170 | $79.5M | 0.20% | +189,170 | New |
| 1832 Asset Management L.P. | 199,800 | $84.0M | 0.17% | −178,670−47.2% | Reduced |
| Bessemer Group Inc | 203,384 | $85.5M | 0.21% | +10,492+5.4% | Added |
| Bank of Montreal | 198,936 | $87.7M | 0.07% | +63,498+46.9% | Added |
| Victory Capital Management Inc | 210,194 | $88.3M | 0.10% | −176,563−45.7% | Reduced |
| Mackenzie Financial Corp | 212,580 | $89.3M | 0.15% | −10,567−4.7% | Reduced |
| Allianz Asset Management GmbH | 215,637 | $90.6M | 0.20% | +32,521+17.8% | Added |
| Alliancebernstein L.P. | 217,936 | $91.6M | 0.04% | −4,486−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 227,175 | $95.5M | 0.25% | −1,716−0.7% | Reduced |
| Avalon Investment & Advisory | 230,357 | $96.8M | 2.76% | +41,322+21.9% | Added |
| National Pension Service | 230,668 | $96.9M | 0.19% | +3,994+1.8% | Added |
| Jennison Associates LLC | 232,225 | $97.6M | 0.10% | +86,110+58.9% | Added |
| California State Teachers Retirement System | 233,348 | $98.1M | 0.15% | +1,253+0.5% | Added |
| Scge Management, L.P. | 235,000 | $98.8M | 3.49% | +179,000+319.6% | Added |
| Principal Financial Group Inc | 242,154 | $101.8M | 0.08% | +8,937+3.8% | Added |
| Agf Management Ltd | 243,723 | $102.4M | 0.74% | +243,723 | New |
| New York State Common Retirement Fund | 245,902 | $103.4M | 0.14% | −19,251−7.3% | Reduced |
| Credit Suisse AG | 246,617 | $103.7M | 0.11% | −9,252−3.6% | Reduced |
| Cincinnati Insurance Co | 249,211 | $104.7M | 2.09% | +61,750+32.9% | Added |
| TD Asset Management Inc | 262,621 | $110.4M | 0.14% | +126,238+92.6% | Added |
| Capital Research Global Investors | 265,670 | $111.7M | 0.03% | −296,018−52.7% | Reduced |
| Rhumbline Advisers | 268,941 | $113.0M | 0.15% | +19,452+7.8% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $113.1M | 20.25% | −31,100−10.4% | Reduced |
| Citigroup Inc | 276,175 | $116.1M | 0.16% | −38,588−12.3% | Reduced |
| Rafferty Asset Management, LLC | 285,213 | $119.9M | 1.00% | +21,625+8.2% | Added |
| Theleme Partners LLP | 294,000 | $123.6M | 4.75% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 304,785 | $128.1M | 0.31% | +101,600+50.0% | Added |
| HSBC Holdings PLC | 313,942 | $131.6M | 0.16% | +104,249+49.7% | Added |
| Envestnet Asset Management Inc | 313,616 | $131.8M | 0.07% | +143,219+84.1% | Added |
| California Public Employees Retirement System | 320,196 | $134.6M | 0.11% | +9,223+3.0% | Added |
| The PNC Financial Services Group, Inc. | 329,956 | $138.7M | 0.13% | −3,678−1.1% | Reduced |
| Aspex Management (HK) Ltd | 330,000 | $138.7M | 3.88% | −270,000−45.0% | Reduced |
| Vulcan Value Partners, LLC | 332,094 | $139.4M | 1.87% | −254,404−43.4% | Reduced |
| Royal Bank of Canada | 395,334 | $166.2M | 0.05% | +199,773+102.2% | Added |