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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
Arkadios Wealth Advisors4,290$1.80M0.24%−68−1.6%Reduced
Primoris Wealth Advisors, LLC4,318$1.81M2.80%−504−10.5%Reduced
Aurora Investment Counsel4,329$1.82M1.26%+61+1.4%Added
F/M Investments LLC4,343$1.83M2.21%+4,343New
Columbia Trust Co 010120164,364$1.83M1.02%−509−10.4%Reduced
Meiji Yasuda Life Insurance Co4,383$1.84M0.04%+662+17.8%Added
Marex Group plc4,390$1.85M0.26%+4,390New
Marshall Financial Group LLC4,411$1.85M0.72%+780+21.5%Added
Jefferies Financial Group Inc.4,428$1.86M0.03%+4,428New
Cutler Group LP4,471$1.88M0.23%+3,283+276.3%Added
Groesbeck Investment Management Corp4,541$1.91M3.20%−100−2.2%Reduced
Sequoia Financial Advisors, LLC4,544$1.91M0.05%+924+25.5%Added
Terra Nova Asset Management LLC4,557$1.92M2.01%−209−4.4%Reduced
Trustmark National Bank Trust Department4,621$1.94M0.18%−10−0.2%Reduced
Pittenger & Anderson Inc4,661$1.96M0.11%+52+1.1%Added
GAM Holding AG4,687$1.97M0.16%−30−0.6%Reduced
HB Wealth Management, LLC4,762$2.00M0.04%−3,142−39.8%Reduced
Kingsview Wealth Management, LLC4,770$2.00M0.09%−248−4.9%Reduced
Tower Research Capital LLC (TRC)4,796$2.02M0.08%−31,531−86.8%Reduced
Intrust Bank NA4,806$2.02M0.28%+104+2.2%Added
River Wealth Advisors LLC4,806$2.02M0.39%+1,422+42.0%Added
Mount Capital Ltd4,846$2.04M0.79%+4,846New
Qube Research & Technologies Ltd4,852$2.04M0.01%−70,092−93.5%Reduced
Symmetry Partners, LLC4,874$2.05M0.12%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund4,909$2.06M0.18%00.0%Unchanged
Panagora Asset Management Inc4,915$2.07M0.01%+164+3.5%Added
Pacifica Partners Inc.5,133$2.08M1.41%−154−2.9%Reduced
Pathstone Family Office, LLC8,053$2.09M0.04%+2,788+53.0%Added
Crown Advisors Management, Inc.5,000$2.10M1.91%00.0%Unchanged
TD Waterhouse Canada Inc.4,945$2.10M0.02%−37−0.7%Reduced
Nicholas Investment Partners, LP5,021$2.11M0.18%−1,689−25.2%Reduced
Ashton Thomas Private Wealth, LLC5,048$2.12M0.21%+69+1.4%Added
Pacer Advisors, Inc.5,082$2.14M0.01%−26,057−83.7%Reduced
Great Valley Advisor Group, Inc.5,234$2.20M0.11%−4,286−45.0%Reduced
Probity Advisors, Inc.5,257$2.21M0.50%+70+1.3%Added
GWM Advisors LLC7,508$2.22M0.06%+1,701+29.3%Added
Allstate Corp5,304$2.23M0.07%+1,396+35.7%Added
Allstate Investment Management Co5,304$2.23M0.07%+5,304New
Ameritas Investment Partners, Inc.4,545$2.23M0.09%−178−3.8%Reduced
Stoneridge Investment Partners LLC5,362$2.25M1.24%−467−8.0%Reduced
Malaga Cove Capital, LLC5,372$2.26M1.23%−159−2.9%Reduced
Hennessy Advisors Inc5,520$2.32M0.15%−400−6.8%Reduced
O'Shaughnessy Asset Management, LLC5,525$2.32M0.04%+735+15.3%Added
Strategic Financial Services, Inc,5,538$2.33M0.19%−188−3.3%Reduced
Bristlecone Advisors, LLC5,573$2.34M0.29%−22−0.4%Reduced
Van Hulzen Asset Management, LLC5,574$2.34M0.27%−180−3.1%Reduced
TD Private Client Wealth LLC5,607$2.36M0.11%−1,646−22.7%Reduced
United Fire Group Inc5,625$2.36M1.40%00.0%Unchanged
Azzad Asset Management Inc5,658$2.38M0.38%−9,613−62.9%Reduced
Harvest Volatility Management LLC5,760$2.42M0.49%−1,515−20.8%Reduced
Advisor Partners II, LLC5,817$2.44M0.15%+1,148+24.6%Added
Roanoke Asset Management Corp5,830$2.45M1.11%−545−8.5%Reduced
E. Ohman J:or Asset Management AB5,850$2.46M0.11%00.0%Unchanged
Royal Fund Management, LLC5,852$2.46M0.40%+1,679+40.2%Added
Carderock Capital Management Inc5,869$2.47M1.02%+2,254+62.4%Added
Toroso Investments, LLC5,941$2.50M0.10%+1,947+48.7%Added
Sepio Capital, LP5,996$2.52M0.22%+5,996New
Carmignac Gestion6,000$2.52M0.05%+6,000New
Kinneret Advisory, LLC5,985$2.53M0.33%+1,544+34.8%Added
American Trust Investment Advisors, LLC6,038$2.54M1.61%+25+0.4%Added
Tiaa, FSB6,042$2.54M0.01%−557−8.4%Reduced
Veritable, L.P.6,051$2.54M0.05%+277+4.8%Added
V Wealth Advisors LLC6,055$2.55M0.53%−22−0.4%Reduced
Shell Asset Management Co6,066$2.55M0.11%−1,260−17.2%Reduced
Monetary Management Group Inc6,081$2.56M0.80%−25−0.4%Reduced
Banque Cantonale Vaudoise6,282$2.64M0.14%+1,733+38.1%Added
New Mexico Educational Retirement Board6,493$2.73M0.15%−600−8.5%Reduced
CenterBook Partners LP6,494$2.73M0.45%−7,175−52.5%Reduced
Boothbay Fund Management, LLC6,552$2.75M0.09%+5,586+578.3%Added
Twin Capital Management Inc6,574$2.76M0.36%+789+13.6%Added
Northwest & Ethical Investments L.P.6,587$2.77M0.10%−13,055−66.5%Reduced
Charter Trust Co6,643$2.79M0.22%−180−2.6%Reduced
Quantinno Capital Management LP6,670$2.80M0.21%+4,368+189.7%Added
Wealthfront Advisers LLC6,682$2.81M0.01%−594−8.2%Reduced
New Potomac Partners, LLC6,727$2.83M2.09%+4+0.1%Added
Siemens Fonds Invest GmbH6,784$2.85M0.29%−310−4.4%Reduced
W.G. Shaheen & Associates DBA Whitney & Co6,811$2.86M0.53%+204+3.1%Added
Quantitative Investment Management, LLC6,831$2.87M0.55%−8,212−54.6%Reduced
Hohimer Wealth Management, LLC6,895$2.90M0.92%−2,970−30.1%Reduced
First Citizens Bank & Trust Co6,905$2.90M0.09%+347+5.3%Added
Commerce Bank6,911$2.90M0.02%−58−0.8%Reduced
Livforsakringsbolaget Skandia, Omsesidigt7,114$2.99M0.34%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd7,186$3.02M0.45%+4,009+126.2%Added
Cary Street Partners Asset Management LLC7,215$3.03M0.61%+4,794+198.0%Added
Kiwi Wealth Investments Limited Partnership7,250$3.05M0.20%−215−2.9%Reduced
Rench Wealth Management, Inc.7,277$3.06M1.56%−59−0.8%Reduced
Caas Capital Management LP7,296$3.07M0.59%−7,804−51.7%Reduced
Marshall & Sullivan Inc7,298$3.07M1.92%−44−0.6%Reduced
Summit Street Capital Management, LLC7,321$3.08M1.94%00.0%Unchanged
Bank of the West7,343$3.09M0.36%−1,667−18.5%Reduced
Schonfeld Strategic Advisors LLC7,408$3.11M0.03%−2,907−28.2%Reduced
Whittier Trust Co7,412$3.12M0.06%00.0%Unchanged
Duality Advisers, LP7,439$3.13M0.36%−6,947−48.3%Reduced
Atria Investments LLC7,490$3.15M0.06%−458−5.8%Reduced
Aquatic Capital Management LLC7,500$3.15M0.23%+100+1.4%Added
Ethic Inc.7,517$3.16M0.17%+196+2.7%Added
Institute for Wealth Management, LLC.7,546$3.17M0.68%−16−0.2%Reduced
Metropolitan Life Insurance Co7,569$3.18M0.14%−297−3.8%Reduced
Warther Private Wealth, LLC7,580$3.19M2.39%+75+1.0%Added
Kempen Capital Management N.V.7,665$3.22M0.09%+740+10.7%Added