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 |
|---|---|---|---|---|---|
| HM Payson & Co | 132,766 | $55.8M | 1.39% | +10,571+8.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 132,496 | $55.7M | 0.38% | +248+0.2% | Added |
| Russell Investments Group, Ltd. | 131,279 | $55.2M | 0.11% | −11,290−7.9% | Reduced |
| Lord, Abbett & Co. LLC | 128,500 | $54.0M | 0.19% | +27,487+27.2% | Added |
| AQR Capital Management LLC | 127,728 | $53.1M | 0.12% | +14,207+12.5% | Added |
| Frontier Capital Management Co LLC | 125,168 | $52.6M | 0.57% | +90,271+258.7% | Added |
| State of Wisconsin Investment Board | 124,018 | $52.1M | 0.17% | −15,731−11.3% | Reduced |
| NFJ Investment Group, LLC | 123,310 | $51.8M | 1.36% | −35,258−22.2% | Reduced |
| Jane Street Group, LLC | 121,209 | $50.9M | 0.10% | +115,866+2,168.6% | Added |
| Whale Rock Capital Management LLC | 120,689 | $50.7M | 1.71% | +120,689 | New |
| STRS Ohio | 119,575 | $50.3M | 0.23% | −12,571−9.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 118,355 | $49.7M | 0.15% | +56,391+91.0% | Added |
| Blue Whale Capital LLP | 116,500 | $49.0M | 8.35% | +7,700+7.1% | Added |
| Eventide Asset Management, LLC | 115,177 | $48.4M | 0.95% | +1,504+1.3% | Added |
| Susquehanna International Group, LLP | 114,584 | $48.2M | 0.09% | −61,750−35.0% | Reduced |
| Pinnacle Associates Ltd | 112,537 | $47.3M | 1.03% | −2,619−2.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 111,272 | $46.8M | 1.44% | +111,272 | New |
| Jacobs Levy Equity Management, Inc | 110,652 | $46.5M | 0.31% | +59,231+115.2% | Added |
| DnB Asset Management AS | 109,641 | $46.1M | 0.32% | −25,851−19.1% | Reduced |
| Captrust Financial Advisors | 108,050 | $45.4M | 0.23% | −46,467−30.1% | Reduced |
| Associated Banc-Corp | 107,747 | $45.3M | 1.88% | −7,415−6.4% | Reduced |
| Toronto Dominion Bank | 107,550 | $45.2M | 0.07% | +30,591+39.7% | Added |
| LSV Asset Management | 107,132 | $45.0M | 0.10% | −22,820−17.6% | Reduced |
| William Blair Investment Management, LLC | 106,061 | $44.6M | 0.17% | +4,760+4.7% | Added |
| Manufacturers Life Insurance Company, The | 105,640 | $44.4M | 0.03% | +3,485+3.4% | Added |
| RWC Asset Management LLP | 102,303 | $43.0M | 1.35% | −664−0.6% | Reduced |
| Westfield Capital Management Co LP | 101,196 | $42.5M | 0.33% | −20,332−16.7% | Reduced |
| Guggenheim Capital LLC | 99,044 | $41.6M | 0.37% | −11,700−10.6% | Reduced |
| Federated Hermes, Inc. | 98,032 | $41.2M | 0.11% | −14,065−12.5% | Reduced |
| BNP Paribas Arbitrage, SA | 96,501 | $40.6M | 0.10% | −56,304−36.8% | Reduced |
| Cubist Systematic Strategies, LLC | 96,439 | $40.5M | 0.35% | +68,668+247.3% | Added |
| Employees Provident Fund Board | 94,665 | $39.8M | 1.15% | +32,541+52.4% | Added |
| Sound Shore Management Inc | 94,560 | $39.7M | 1.49% | +94,560 | New |
| Epoch Investment Partners, Inc. | 94,341 | $39.7M | 0.24% | −57,232−37.8% | Reduced |
| Mariner, LLC | 90,002 | $37.8M | 0.12% | +20,931+30.3% | Added |
| Brandywine Global Investment Management, LLC | 88,543 | $37.2M | 0.29% | +88,543 | New |
| NZS Capital, LLC | 86,932 | $36.5M | 3.13% | −3,934−4.3% | Reduced |
| Crosslink Capital Inc | 86,119 | $36.2M | 8.73% | +1,790+2.1% | Added |
| Erste Asset Management GmbH | 86,253 | $36.1M | 0.76% | +3,979+4.8% | Added |
| Raymond James & Associates | 85,301 | $35.9M | 0.03% | −16,669−16.3% | Reduced |
| KCL Capital, L.P. | 85,000 | $35.7M | 6.17% | +85,000 | New |
| Public Employees Retirement System of Ohio | 82,704 | $34.8M | 0.15% | +325+0.4% | Added |
| State of New Jersey Common Pension Fund D | 80,458 | $33.8M | 0.13% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 80,078 | $33.7M | 0.09% | +6,890+9.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 79,456 | $33.4M | 0.14% | −5,198−6.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,629 | $31.8M | 0.06% | −6,539−8.0% | Reduced |
| Truist Financial Corp | 75,413 | $31.7M | 0.06% | −5,989−7.4% | Reduced |
| Putnam Investments LLC | 73,473 | $30.9M | 0.05% | +876+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 72,673 | $30.5M | 0.05% | +1,343+1.9% | Added |
| Thrivent Financial for Lutherans | 72,080 | $30.3M | 0.08% | −30,336−29.6% | Reduced |
| Stifel Financial Corp | 70,161 | $29.5M | 0.04% | −2,360−3.3% | Reduced |
| Nicholas Company, Inc. | 69,285 | $29.1M | 0.62% | −200.0% | Reduced |
| Ci Investments Inc. | 68,712 | $28.9M | 0.15% | −5,953−8.0% | Reduced |
| Natixis Advisors, L.P. | 67,888 | $28.5M | 0.11% | +2,285+3.5% | Added |
| Storebrand Asset Management AS | 67,257 | $28.3M | 0.16% | +420+0.6% | Added |
| KBC Group NV | 66,786 | $28.1M | 0.14% | +34,006+103.7% | Added |
| Mn Services Vermogensbeheer B.V. | 66,584 | $28.0M | 0.31% | −11,000−14.2% | Reduced |
| Treasurer of the State of North Carolina | 65,565 | $27.6M | 0.17% | +3,312+5.3% | Added |
| Walleye Trading LLC | 65,281 | $27.4M | 0.69% | −11,346−14.8% | Reduced |
| Vaughan David Investments LLC | 65,239 | $27.4M | 0.82% | +967+1.5% | Added |
| Woodline Partners LP | 63,977 | $26.9M | 0.37% | +63,977 | New |
| Tybourne Capital Management (HK) Ltd | 63,200 | $26.6M | 2.65% | −61,400−49.3% | Reduced |
| Triple Frond Partners LLC | 62,060 | $26.1M | 4.31% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 61,325 | $25.8M | 0.72% | +15,535+33.9% | Added |
| Capco Asset Management, LLC | 60,242 | $25.3M | 7.15% | +3,376+5.9% | Added |
| Castleark Management LLC | 59,390 | $25.0M | 1.30% | −20,300−25.5% | Reduced |
| Asset Management One Co.,Ltd. | 57,915 | $24.4M | 0.12% | −3,129−5.1% | Reduced |
| Aviva PLC | 57,882 | $24.3M | 0.12% | +3,565+6.6% | Added |
| Capital International Investors | 56,308 | $23.7M | 0.01% | −227,434−80.2% | Reduced |
| Assenagon Asset Management S.A. | 56,266 | $23.6M | 0.10% | +29,710+111.9% | Added |
| Robeco Institutional Asset Management B.V. | 55,204 | $23.2M | 0.07% | −604−1.1% | Reduced |
| Intech Investment Management LLC | 54,808 | $23.0M | 0.17% | +4,671+9.3% | Added |
| LPL Financial LLC | 54,737 | $23.0M | 0.02% | −2,633−4.6% | Reduced |
| ARS Investment Partners, LLC | 54,711 | $23.0M | 3.06% | −9,136−14.3% | Reduced |
| Southpoint Capital Advisors LP | 50,000 | $21.0M | 0.54% | +50,000 | New |
| Royal London Asset Management Ltd | 49,215 | $20.7M | 0.09% | +1,405+2.9% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $20.6M | 0.99% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 48,896 | $20.6M | 0.84% | +2,018+4.3% | Added |
| HighTower Advisors, LLC | 48,755 | $20.5M | 0.05% | +13,101+36.7% | Added |
| J. Goldman & Co LP | 48,165 | $20.2M | 1.42% | +48,165 | New |
| American Century Companies Inc | 48,065 | $20.2M | 0.02% | +17,775+58.7% | Added |
| Forsta Ap-Fonden | 48,000 | $20.2M | 0.23% | +14,400+42.9% | Added |
| Arvest Trust Co N A | 47,813 | $20.1M | 1.26% | −1,113−2.3% | Reduced |
| Vontobel Holding Ltd. | 49,541 | $20.0M | 0.20% | +7,664+18.3% | Added |
| American International Group, Inc. | 47,394 | $19.9M | 0.14% | −2,670−5.3% | Reduced |
| Polaris Wealth Advisory Group, LLC | 42,404 | $19.7M | 1.47% | −34,760−45.0% | Reduced |
| US Bancorp | 46,513 | $19.6M | 0.03% | −3,949−7.8% | Reduced |
| Flputnam Investment Management Co | 46,450 | $19.5M | 0.71% | +1,045+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,348 | $19.5M | 0.10% | +4,445+10.6% | Added |
| Creative Planning | 46,165 | $19.4M | 0.03% | +1,811+4.1% | Added |
| Baird Financial Group, Inc. | 45,921 | $19.3M | 0.05% | +9,291+25.4% | Added |
| Nisa Investment Advisors, LLC | 45,674 | $19.2M | 0.15% | +739+1.6% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $19.1M | 0.02% | 00.0% | Unchanged |
| Harbor Island Capital LLC | 45,508 | $19.1M | 12.18% | −1,726−3.7% | Reduced |
| Colony Group LLC | 45,476 | $19.1M | 0.27% | −1,029−2.2% | Reduced |
| Capital Fund Management S.A. | 45,359 | $19.1M | 0.42% | +45,359 | New |
| Advisor Group Holdings, Inc. | 44,931 | $18.9M | 0.04% | +2,045+4.8% | Added |
| Ensign Peak Advisors, Inc | 44,654 | $18.8M | 0.04% | +30,640+218.6% | Added |
| Citadel Advisors LLC | 44,617 | $18.8M | 0.02% | +35,512+390.0% | Added |
| RE Advisers Corp | 44,100 | $18.5M | 0.49% | +44,100 | New |