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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 43,690 | $18.4M | 0.08% | −1,806−4.0% | Reduced |
| ING Groep NV | 43,211 | $18.2M | 0.18% | +10,807+33.4% | Added |
| Bank of Nova Scotia | 43,186 | $18.2M | 0.05% | +26,294+155.7% | Added |
| AXA S.A. | 43,039 | $18.1M | 0.07% | −7,652−15.1% | Reduced |
| Neuberger Berman Group LLC | 42,447 | $17.8M | 0.02% | −42,991−50.3% | Reduced |
| MetLife Investment Management | 41,077 | $17.3M | 0.13% | −961−2.3% | Reduced |
| Vident Investment Advisory, LLC | 40,808 | $17.2M | 0.65% | +18,598+83.7% | Added |
| Harber Asset Management LLC | 40,617 | $17.1M | 4.73% | +9,599+30.9% | Added |
| Marlowe Partners LP | 39,987 | $16.8M | 22.62% | −6,741−14.4% | Reduced |
| State of Michigan Retirement System | 39,880 | $16.8M | 0.12% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 39,603 | $16.6M | 0.10% | +1,496+3.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 39,204 | $16.5M | 0.12% | −7,200−15.5% | Reduced |
| Alberta Investment Management Corp | 38,856 | $16.3M | 0.14% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 38,774 | $16.3M | 0.46% | +425+1.1% | Added |
| Janney Montgomery Scott LLC | 38,695 | $16.3M | 0.06% | +1,957+5.3% | Added |
| Korea Investment CORP | 38,662 | $16.2M | 0.05% | −42,121−52.1% | Reduced |
| McGuire Investment Group, LLC | 37,766 | $15.9M | 3.44% | +308+0.8% | Added |
| Neville Rodie & Shaw Inc | 37,415 | $15.7M | 1.48% | −332−0.9% | Reduced |
| Amalgamated Bank | 37,397 | $15.7M | 0.14% | +95+0.3% | Added |
| Arizona State Retirement System | 37,326 | $15.7M | 0.15% | −380−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,186 | $15.6M | 0.19% | +3,327+9.8% | Added |
| State of Tennessee, Treasury Department | 37,094 | $15.6M | 0.07% | −4,046−9.8% | Reduced |
| Gotham Asset Management, LLC | 37,059 | $15.6M | 0.44% | +25,052+208.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 36,913 | $15.5M | 1.19% | +82+0.2% | Added |
| Trexquant Investment LP | 35,642 | $15.0M | 0.42% | +17,551+97.0% | Added |
| Swiss Life Asset Management Ltd | 35,166 | $14.8M | 0.25% | +2,085+6.3% | Added |
| USS Investment Management Ltd | 34,563 | $14.5M | 0.21% | −1,332−3.7% | Reduced |
| CIBC Asset Management Inc | 34,306 | $14.4M | 0.06% | −191−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 34,242 | $14.4M | 0.03% | +6,734+24.5% | Added |
| Nuance Investments, LLC | 33,409 | $14.0M | 0.29% | +33,409 | New |
| Xponance, Inc. | 33,231 | $14.0M | 0.23% | +3,011+10.0% | Added |
| Braun Stacey Associates Inc | 32,433 | $13.6M | 0.78% | +2,336+7.8% | Added |
| Rockefeller Capital Management L.P. | 31,404 | $13.2M | 0.07% | +15,539+97.9% | Added |
| Mercer Global Advisors Inc | 31,191 | $13.1M | 0.07% | +9,331+42.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,876 | $13.0M | 0.03% | −2,734−8.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 28,871 | $12.9M | 1.64% | +23+0.1% | Added |
| South Dakota Investment Council | 30,152 | $12.7M | 0.28% | −1,200−3.8% | Reduced |
| 3G Capital Partners LP | 30,000 | $12.6M | 15.36% | +15,000+100.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,815 | $12.5M | 0.04% | +7,727+35.0% | Added |
| Empire Life Investments Inc. | 29,722 | $12.5M | 0.86% | +29,722 | New |
| Badgley Phelps Wealth Managers, LLC | 29,475 | $12.4M | 0.50% | −18,462−38.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,384 | $12.4M | 0.21% | +140.0% | Added |
| Leuthold Group, LLC | 29,324 | $12.3M | 1.66% | −691−2.3% | Reduced |
| Calamos Advisors LLC | 29,124 | $12.2M | 0.06% | −24,643−45.8% | Reduced |
| Cerity Partners LLC | 28,735 | $12.1M | 0.08% | +6,163+27.3% | Added |
| TCW Group Inc | 28,526 | $12.0M | 0.17% | −37−0.1% | Reduced |
| Fifth Third Bancorp | 28,214 | $11.9M | 0.06% | +91+0.3% | Added |
| Holocene Advisors, LP | 27,820 | $11.7M | 0.07% | +12,761+84.7% | Added |
| Cincinnati Financial Corp | 27,724 | $11.7M | 0.29% | +3,500+14.4% | Added |
| Huntington National Bank | 27,548 | $11.6M | 0.12% | −4,619−14.4% | Reduced |
| ClariVest Asset Management LLC | 27,536 | $11.6M | 0.56% | −605−2.1% | Reduced |
| National Bank of Canada | 27,467 | $11.5M | 0.03% | +10,105+58.2% | Added |
| United Services Automobile Association | 27,180 | $11.4M | 0.26% | +90+0.3% | Added |
| Moneta Group Investment Advisors LLC | 22,725 | $11.4M | 0.31% | −5,261−18.8% | Reduced |
| Pinebridge Investments, L.P. | 26,960 | $11.3M | 0.14% | −1,815−6.3% | Reduced |
| Dana Investment Advisors, Inc. | 26,840 | $11.3M | 0.59% | −12,563−31.9% | Reduced |
| Burney Co | 26,651 | $11.2M | 0.57% | −1,077−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 26,648 | $11.2M | 0.14% | −891−3.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,526 | $11.1M | 0.16% | −3,542−11.8% | Reduced |
| Quadrature Capital Ltd | 26,430 | $11.1M | 0.33% | −8,032−23.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,185 | $11.0M | 0.21% | −880−3.3% | Reduced |
| Wellington Management Group LLP | 26,155 | $11.0M | 0.00% | −73,802−73.8% | Reduced |
| Ariose Capital Management Ltd | 25,047 | $10.5M | 4.57% | +25,047 | New |
| IFM Investors Pty Ltd | 24,909 | $10.5M | 0.18% | +699+2.9% | Added |
| Macquarie Group Ltd | 24,834 | $10.4M | 0.01% | −1,473−5.6% | Reduced |
| Foundry Partners, LLC | 24,810 | $10.4M | 0.57% | −9,520−27.7% | Reduced |
| Comerica Bank | 22,059 | $10.4M | 0.08% | −696−3.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,693 | $10.3M | 0.15% | +12,071+95.6% | Added |
| Public Sector Pension Investment Board | 24,341 | $10.2M | 0.08% | +9,658+65.8% | Added |
| Utah Retirement Systems | 24,324 | $10.2M | 0.16% | −214−0.9% | Reduced |
| Gratus Capital LLC | 24,248 | $10.2M | 0.85% | +1,124+4.9% | Added |
| Man Group plc | 24,081 | $10.1M | 0.04% | −13,201−35.4% | Reduced |
| Linscomb & Williams, Inc. | 24,006 | $10.1M | 0.51% | +617+2.6% | Added |
| Teacher Retirement System of Texas | 23,937 | $10.1M | 0.07% | −18,521−43.6% | Reduced |
| CIBC World Markets Corp | 23,930 | $10.1M | 0.07% | +13,204+123.1% | Added |
| Nissay Asset Management Corp | 23,823 | $10.0M | 0.10% | −391−1.6% | Reduced |
| Mutual of America Capital Management LLC | 23,565 | $9.90M | 0.12% | +1,041+4.6% | Added |
| State of Alaska, Department of Revenue | 23,476 | $9.87M | 0.12% | −380−1.6% | Reduced |
| AMF Pensionsforsakring AB | 23,328 | $9.82M | 0.11% | −35,939−60.6% | Reduced |
| CI Private Wealth, LLC | 23,021 | $9.74M | 0.04% | +23,021 | New |
| Gulf International Bank (UK) Ltd | 23,120 | $9.72M | 0.17% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,053 | $9.69M | 0.08% | +3,018+15.1% | Added |
| Transform Wealth, LLC | 22,908 | $9.67M | 1.08% | −728−3.1% | Reduced |
| Exencial Wealth Advisors, LLC | 22,964 | $9.65M | 0.52% | +8,319+56.8% | Added |
| Clough Capital Partners L P | 22,860 | $9.61M | 0.97% | +22,860 | New |
| Yousif Capital Management, LLC | 22,858 | $9.61M | 0.13% | +385+1.7% | Added |
| Public Employees Retirement Association of Colorado | 22,750 | $9.56M | 0.05% | −121−0.5% | Reduced |
| Glenmede Trust Co NA | 22,642 | $9.52M | 0.06% | +6,122+37.1% | Added |
| Rheos Capital Works Inc. | 22,100 | $9.29M | 0.56% | +10,400+88.9% | Added |
| MBB Public Markets I LLC | 21,820 | $9.17M | 0.26% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 21,556 | $9.06M | 0.03% | +21,556 | New |
| New York Life Investment Management LLC | 21,532 | $9.05M | 0.10% | −127−0.6% | Reduced |
| Two Sigma Advisers, LP | 21,500 | $9.04M | 0.03% | +21,500 | New |
| CIBC World Markets Inc. | 21,407 | $9.00M | 0.04% | −1,299−5.7% | Reduced |
| Stephens Inc | 21,222 | $8.92M | 0.18% | +6,690+46.0% | Added |
| Hosking Partners LLP | 20,682 | $8.69M | 0.35% | +10,099+95.4% | Added |
| First Republic Investment Management, Inc. | 20,561 | $8.64M | 0.02% | −10,028−32.8% | Reduced |
| National Asset Management, Inc. | 20,398 | $8.61M | 0.24% | −3,384−14.2% | Reduced |
| Westpac Banking Corp | 20,482 | $8.61M | 0.13% | +156+0.8% | Added |
| One01 Capital, LP | 20,437 | $8.59M | 24.97% | +20,437 | New |