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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 20,341 | $8.55M | 0.51% | +1,114+5.8% | Added |
| FIL Ltd | 20,312 | $8.54M | 0.01% | +9,474+87.4% | Added |
| FourThought Financial Partners, LLC | 19,993 | $8.40M | 1.22% | +19,993 | New |
| Fuller & Thaler Asset Management, Inc. | 19,930 | $8.38M | 0.05% | −1,400−6.6% | Reduced |
| Natixis | 19,912 | $8.37M | 0.05% | +6,024+43.4% | Added |
| Parsec Financial Management, Inc. | 19,373 | $8.14M | 0.36% | −5,338−21.6% | Reduced |
| Texas Permanent School Fund | 19,362 | $8.14M | 0.12% | −19−0.1% | Reduced |
| NewEdge Wealth, LLC | 19,235 | $8.08M | 0.35% | +19,235 | New |
| Harvard Management Co Inc | 19,131 | $8.04M | 1.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,089 | $8.02M | 0.30% | +1,059+5.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,029 | $8.00M | 0.21% | +15,132+388.3% | Added |
| Kerrisdale Advisers, LLC | 19,008 | $7.99M | 2.37% | −51,115−72.9% | Reduced |
| M&T Bank Corp | 18,776 | $7.89M | 0.03% | −1,227−6.1% | Reduced |
| Seizert Capital Partners, LLC | 18,568 | $7.80M | 0.41% | −342−1.8% | Reduced |
| Andra AP-fonden | 18,400 | $7.73M | 0.23% | +900+5.1% | Added |
| Varma Mutual Pension Insurance Co | 18,395 | $7.73M | 0.11% | +18,395 | New |
| Susquehanna Fundamental Investments, LLC | 17,933 | $7.54M | 0.13% | −7,272−28.9% | Reduced |
| Terry L. Blaker | 17,784 | $7.47M | 0.68% | +2,938+19.8% | Added |
| Candriam Luxembourg S.C.A. | 17,369 | $7.30M | 0.05% | −2,441−12.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 17,076 | $7.18M | 1.11% | +181+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 17,068 | $7.17M | 0.87% | −1,492−8.0% | Reduced |
| Cornerstone Advisors, LLC | 17,000 | $7.15M | 0.35% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 16,834 | $7.08M | 1.66% | −112−0.7% | Reduced |
| BTC Capital Management, Inc. | 16,255 | $6.87M | 0.83% | +212+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 16,174 | $6.80M | 0.01% | −4,192−20.6% | Reduced |
| Banque Pictet & Cie SA | 16,112 | $6.77M | 0.07% | −249−1.5% | Reduced |
| Marco Investment Management LLC | 16,039 | $6.74M | 0.79% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 15,986 | $6.72M | 0.94% | +387+2.5% | Added |
| Czech National Bank | 15,963 | $6.71M | 0.18% | +57+0.4% | Added |
| La Banque Postale Asset Management SA | 15,954 | $6.71M | 0.19% | +15,954 | New |
| Daiwa Securities Group Inc. | 15,448 | $6.70M | 0.05% | −10,643−40.8% | Reduced |
| Louisiana State Employees Retirement System | 15,600 | $6.56M | 0.18% | −600−3.7% | Reduced |
| LMCG Investments, LLC | 15,520 | $6.52M | 0.46% | +789+5.4% | Added |
| Lido Advisors, LLC | 15,460 | $6.50M | 0.11% | +20+0.1% | Added |
| Industrial Alliance Investment Management Inc. | 15,409 | $6.48M | 0.18% | −590−3.7% | Reduced |
| HRT Financial LP | 15,406 | $6.47M | 0.09% | −769−4.8% | Reduced |
| Bokf, NA | 15,359 | $6.46M | 0.12% | −1,241−7.5% | Reduced |
| Cetera Investment Advisers | 15,298 | $6.43M | 0.06% | +5,250+52.2% | Added |
| Assetmark, Inc | 15,214 | $6.39M | 0.03% | +2,145+16.4% | Added |
| Chartwell Investment Partners, LLC | 15,189 | $6.38M | 0.25% | +560+3.8% | Added |
| Advisory Services Network, LLC | 15,119 | $6.35M | 0.19% | +81+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 14,793 | $6.22M | 0.12% | −52−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 14,788 | $6.21M | 0.14% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 14,729 | $6.19M | 0.66% | −79−0.5% | Reduced |
| Platinum Investment Management Ltd | 14,658 | $6.16M | 0.23% | −29,778−67.0% | Reduced |
| PFS Investments Inc. | 14,624 | $6.15M | 0.11% | +141+1.0% | Added |
| Marshall Wace, LLP | 14,604 | $6.14M | 0.02% | −546−3.6% | Reduced |
| Cable Hill Partners, LLC | 14,459 | $6.10M | 1.09% | −755−5.0% | Reduced |
| United Capital Financial Advisers, LLC | 14,396 | $6.05M | 0.03% | −3,983−21.7% | Reduced |
| Connectus Wealth, LLC | 14,183 | $5.96M | 0.16% | +1,920+15.7% | Added |
| Achmea Investment Management B.V. | 15,036 | $5.92M | 0.20% | +879+6.2% | Added |
| Tokio Marine Asset Management Co Ltd | 14,085 | $5.92M | 0.46% | +358+2.6% | Added |
| Valley National Advisers Inc | 12,610 | $5.86M | 1.05% | −79−0.6% | Reduced |
| Hillman Capital Management, Inc. | 13,868 | $5.83M | 2.29% | −482−3.4% | Reduced |
| Baker Ellis Asset Management LLC | 13,817 | $5.81M | 1.13% | +111+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,454 | $5.65M | 0.13% | −1,500−10.0% | Reduced |
| Socorro Asset Management LP | 13,245 | $5.57M | 2.41% | −262−1.9% | Reduced |
| Means Investment Co., Inc. | 13,210 | $5.55M | 1.11% | −262−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,110 | $5.51M | 0.06% | 00.0% | Unchanged |
| Value Aligned Research Advisors, LLC | 13,099 | $5.51M | 2.50% | +13,099 | New |
| Capital Group Private Client Services, Inc. | 12,937 | $5.44M | 0.07% | −1,914−12.9% | Reduced |
| Ieq Capital, LLC | 12,932 | $5.44M | 0.15% | +2,296+21.6% | Added |
| AE Wealth Management LLC | 12,698 | $5.34M | 0.04% | −1,077−7.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,564 | $5.28M | 0.09% | −4,153−24.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,500 | $5.25M | 0.03% | −665−5.1% | Reduced |
| Covington Investment Advisors Inc. | 12,488 | $5.25M | 1.26% | +598+5.0% | Added |
| Gateway Investment Advisers LLC | 12,309 | $5.17M | 0.06% | +82+0.7% | Added |
| Impax Asset Management Group plc | 12,296 | $5.17M | 0.02% | −1,615−11.6% | Reduced |
| Virginia Retirement Systems Et Al | 12,200 | $5.13M | 0.05% | −11,300−48.1% | Reduced |
| Kestra Advisory Services, LLC | 12,194 | $5.13M | 0.05% | −1,021−7.7% | Reduced |
| British Columbia Investment Management Corp | 12,138 | $5.10M | 0.06% | −1,586−11.6% | Reduced |
| Coldstream Capital Management Inc | 11,928 | $5.01M | 0.18% | +11,928 | New |
| Northwest Bancshares, Inc. | 11,799 | $4.96M | 1.00% | +1,721+17.1% | Added |
| Securian Asset Management, Inc | 11,568 | $4.86M | 0.14% | −126−1.1% | Reduced |
| MML Investors Services, LLC | 11,289 | $4.75M | 0.03% | +298+2.7% | Added |
| Profund Advisors LLC | 11,096 | $4.66M | 0.30% | −510−4.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,088 | $4.66M | 0.02% | −6,712−37.7% | Reduced |
| Conning Inc. | 10,920 | $4.59M | 0.15% | −2,448−18.3% | Reduced |
| Winmill & Co. Inc | 10,900 | $4.58M | 1.67% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 10,900 | $4.58M | 2.02% | +10,900 | New |
| Lathrop Investment Management Corp | 10,893 | $4.58M | 1.01% | +10,893 | New |
| Systematic Alpha Investments, LLC | 10,889 | $4.58M | 0.23% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,888 | $4.58M | 0.09% | +704+6.9% | Added |
| Laffer Tengler Investments | 10,809 | $4.54M | 1.31% | +2,332+27.5% | Added |
| Prudential PLC | 10,770 | $4.53M | 0.06% | +4,168+63.1% | Added |
| Kentucky Retirement Systems | 10,769 | $4.53M | 0.18% | +47+0.4% | Added |
| Shelton Capital Management | 10,757 | $4.52M | 0.48% | −16,962−61.2% | Reduced |
| Central Bank & Trust Co | 10,735 | $4.51M | 0.85% | −642−5.6% | Reduced |
| Steel Peak Wealth Management LLC | 10,665 | $4.50M | 0.33% | −512−4.6% | Reduced |
| Maryland State Retirement & Pension System | 10,675 | $4.49M | 0.13% | +10,675 | New |
| Violich Capital Management, Inc. | 10,625 | $4.47M | 0.79% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 10,605 | $4.46M | 0.15% | +187+1.8% | Added |
| Fusion Capital, LLC | 10,584 | $4.45M | 2.62% | +491+4.9% | Added |
| Voloridge Investment Management, LLC | 10,569 | $4.44M | 0.02% | −27,355−72.1% | Reduced |
| Baldwin Investment Management, LLC | 10,436 | $4.39M | 0.79% | −302−2.8% | Reduced |
| Norinchukin Bank, The | 10,373 | $4.36M | 0.09% | −2,296−18.1% | Reduced |
| Cinctive Capital Management LP | 10,341 | $4.35M | 0.22% | +10,341 | New |
| CCM Investment Advisers LLC | 10,338 | $4.35M | 0.69% | −1,027−9.0% | Reduced |
| Sitrin Capital Management LLC | 10,308 | $4.33M | 2.76% | −475−4.4% | Reduced |
| Spire Wealth Management | 10,250 | $4.31M | 0.24% | −396−3.7% | Reduced |