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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
Deutsche Bank AG423,073$177.8M0.10%−56,121−11.7%Reduced
Boston Partners419,025$178.0M0.24%+77,696+22.8%Added
Nordea Investment Management AB445,451$185.0M0.29%−309,609−41.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.468,510$196.9M0.16%−23,481−4.8%Reduced
Coatue Management LLCSuperinvestorCoatue Management480,680$202.0M2.27%−4,611−1.0%Reduced
UBS Group AG521,234$219.1M0.11%+73,328+16.4%Added
First Trust Advisors LP522,608$219.7M0.26%−55,231−9.6%Reduced
Swiss National Bank556,800$234.0M0.17%−44,332−7.4%Reduced
Alkeon Capital Management LLC603,247$253.5M1.89%−234,288−28.0%Reduced
Sanders Capital, LLC645,194$271.2M0.71%+645,194New
Dimensional Fund Advisors LP702,267$295.2M0.10%−3,635−0.5%Reduced
Charles Schwab Investment Management Inc743,789$312.6M0.10%+20,912+2.9%Added
Wells Fargo & Company750,157$315.3M0.10%+26,216+3.6%Added
Winslow Capital Management, LLC751,677$315.9M1.76%+751,677New
Grantham, Mayo, Van Otterloo & Co. LLC765,334$321.7M1.71%+9,518+1.3%Added
Millennium Management LLC789,793$331.9M0.37%+367,721+87.1%Added
UBS Asset Management Americas Inc796,697$334.9M0.18%−123,721−13.4%Reduced
Pictet Asset Management SA800,872$336.6M0.49%−62,757−7.3%Reduced
Barclays PLC838,640$352.5M0.30%+442,708+111.8%Added
Voya Investment Management LLC871,034$366.1M0.42%−115,074−11.7%Reduced
WCM Investment Management, LLC881,299$370.4M1.24%+34,696+4.1%Added
Franklin Resources Inc918,171$385.9M0.20%−257,733−21.9%Reduced
Artisan Partners Limited Partnership968,519$407.1M0.72%+78,891+8.9%Added
Goldman Sachs Group Inc975,318$409.9M0.12%−92,209−8.6%Reduced
Legal & General Group Plc991,525$416.7M0.16%−34,305−3.3%Reduced
Bank of America Corp1,025,053$430.8M0.05%−121,405−10.6%Reduced
Van Eck Associates Corp1,128,695$474.4M1.23%−11,634−1.0%Reduced
Massachusetts Financial Services Co1,143,333$480.5M0.17%−148,190−11.5%Reduced
Bank of New York Mellon Corp1,440,418$605.4M0.14%−127,944−8.2%Reduced
Norges Bank1,473,295$619.2M0.15%−15,432−1.0%Reduced
Amundi1,362,746$619.8M0.34%−44,790−3.2%Reduced
Northern Trust Corp1,523,279$640.2M0.13%−8,203−0.5%Reduced
Invesco Ltd.1,524,707$640.8M0.19%+136,341+9.8%Added
Nuveen Asset Management, LLC1,639,700$689.2M0.27%+25,374+1.6%Added
Morgan Stanley1,651,084$694.0M0.08%+425,918+34.8%Added
Sands Capital Management, LLC2,358,306$991.2M3.74%−38,572−1.6%Reduced
Geode Capital Management, LLC2,523,525$1.06B0.15%+50,208+2.0%Added
Janus Henderson Group PLC2,596,350$1.09B0.78%−81,918−3.1%Reduced
Fisher Asset Management, LLC2,641,859$1.11B0.75%+373,106+16.4%Added
Price T Rowe Associates Inc3,389,485$1.42B0.23%+2,831,381+507.3%Added
JPMorgan Chase & Co3,760,079$1.58B0.22%−114,122−2.9%Reduced
FMR LLC4,649,554$1.95B0.19%−239,756−4.9%Reduced
Ameriprise Financial Inc4,982,563$2.09B0.72%−433,522−8.0%Reduced
State Street Corp5,604,594$2.37B0.14%−41,005−0.7%Reduced
BlackRock Inc.11,027,183$4.63B0.15%+100,676+0.9%Added
Vanguard Group Inc11,788,267$4.95B0.13%+130,177+1.1%Added
Palouse Capital Management, Inc.6,062––+575+10.5%Added
GQG Partners LLC0$00.00%−3,743,670−100.0%Sold out
Maj Invest Holding A/S0$00.00%−340,962−100.0%Sold out
Capital World Investors0$00.00%−214,252−100.0%Sold out
Renaissance Technologies LLC0$00.00%−207,356−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−45,891−100.0%Sold out
Capital International Inc0$00.00%−34,429−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−30,473−100.0%Sold out
Bowie Capital Management, LLC0$00.00%−30,000−100.0%Sold out
Twinbeech Capital LP0$00.00%−28,138−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−18,500−100.0%Sold out
Capula Management Ltd0$00.00%−15,974−100.0%Sold out
Employees Retirement System of Texas0$00.00%−15,933−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−13,711−100.0%Sold out
Twin Tree Management, LP0$00.00%−14,457−100.0%Sold out
HAP Trading, LLC0$00.00%−14,051−100.0%Sold out
Simplex Trading, LLC0$00.00%−13,653−100.0%Sold out
Altrafin AG0$00.00%−11,209−100.0%Sold out
Ilmarinen Mutual Pension Insurance Co0$00.00%−10,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−9,395−100.0%Sold out
Kingfisher Capital LLC0$00.00%−8,164−100.0%Sold out
Moore Capital Management, LP0$00.00%−8,000−100.0%Sold out
Alcosta Capital Management, Inc.0$00.00%−7,756−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−7,528−100.0%Sold out
CX Institutional0$00.00%−7,014−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−7,000−100.0%Sold out
TrinityPoint Wealth, LLC0$00.00%−6,289−100.0%Sold out
Wolverine Trading, LLC0$00.00%−6,175−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−5,505−100.0%Sold out
Ewing Morris & Co. Investment Partners Ltd.0$00.00%−5,320−100.0%Sold out
Jackson Wealth Management, LLC0$00.00%−5,179−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,171−100.0%Sold out
Hendley & Co Inc0$00.00%−4,784−100.0%Sold out
Tredje AP-fonden0$00.00%−4,698−100.0%Sold out
Scholtz & Company, LLC0$00.00%−3,380−100.0%Sold out
44 Wealth Management LLC0$00.00%−4,448−100.0%Sold out
Pensionfund Sabic0$00.00%−3,600−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−2,353−100.0%Sold out
Capital Management Associates0$00.00%−2,239−100.0%Sold out
Quantamental Technologies LLC0$00.00%−2,204−100.0%Sold out
Avitas Wealth Management LLC0$00.00%−2,194−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−2,016−100.0%Sold out
Independent Advisor Alliance0$00.00%−1,830−100.0%Sold out
Cypress Capital Management LLC0$00.00%−1,762−100.0%Sold out
CMT Capital Markets Trading GmbH0$00.00%−1,665−100.0%Sold out
Taika Capital, LP0$00.00%−1,594−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−1,552−100.0%Sold out
King Wealth0$00.00%−1,500−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,466−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−1,452−100.0%Sold out
CSS LLC0$00.00%−1,435−100.0%Sold out
Morningstar Investment Services LLC0$00.00%−1,184−100.0%Sold out
Goelzer Investment Management, Inc.0$00.00%−1,208−100.0%Sold out
Charles Carroll Financial Partners, LLC0$00.00%−1,050−100.0%Sold out