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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
King Luther Capital Management Corp10,247$4.31M0.02%+486+5.0%Added
NJ State Employees Deferred Compensation Plan10,225$4.30M0.70%00.0%Unchanged
SeaCrest Wealth Management, LLC10,194$4.28M0.61%+41+0.4%Added
Omers Administration Corp10,163$4.27M0.07%00.0%Unchanged
Amica Mutual Insurance Co10,118$4.25M0.54%−10,350−50.6%Reduced
Guinness Atkinson Asset Management Inc10,095$4.24M2.67%−506−4.8%Reduced
D.A. Davidson & Co.10,090$4.24M0.05%−53−0.5%Reduced
Aviance Capital Partners, LLC9,994$4.20M0.98%+91+0.9%Added
Silvant Capital Management LLC9,945$4.20M0.30%−103−1.0%Reduced
Hartford Investment Management Co9,962$4.19M0.13%−4,047−28.9%Reduced
Fiduciary Trust Co9,933$4.17M0.08%−407−3.9%Reduced
Level Four Advisory Services, LLC9,808$4.12M0.31%+1,906+24.1%Added
Cullinan Associates Inc9,700$4.08M0.23%00.0%Unchanged
Financial Counselors Inc9,671$4.07M0.09%−2,480−20.4%Reduced
Prelude Capital Management, LLC9,671$4.06M0.25%+8,414+669.4%Added
Horizon Investment Services, LLC9,625$4.05M2.94%−190−1.9%Reduced
Heritage Trust Co9,622$4.04M0.66%+258+2.8%Added
Carret Asset Management, LLC9,546$4.01M0.55%−23−0.2%Reduced
Threadgill Financial, LLC9,411$3.96M4.06%−294−3.0%Reduced
Ziegler Capital Management, LLC9,370$3.94M0.17%−1,267−11.9%Reduced
Cetera Advisor Networks LLC9,314$3.91M0.03%+3,434+58.4%Added
SG Americas Securities, LLC9,302$3.91M0.06%+3,849+70.6%Added
Acadian Asset Management LLC9,304$3.91M0.02%+5,291+131.8%Added
KWMG, LLC9,292$3.91M0.55%+334+3.7%Added
Insight Wealth Strategies, LLC9,155$3.85M0.74%+362+4.1%Added
Harbor Capital Advisors, Inc.9,070$3.81M3.78%−1,503−14.2%Reduced
PGGM Investments9,061$3.81M0.07%−3,516−28.0%Reduced
Harbour Capital Advisors, LLC9,155$3.79M1.28%−507−5.2%Reduced
JustInvest LLC8,911$3.75M0.15%+105+1.2%Added
Aptus Capital Advisors, LLC8,874$3.73M0.12%−13,083−59.6%Reduced
Taylor Hoffman Wealth Management8,855$3.72M2.28%+170+2.0%Added
Financial Partners Group, LLC8,790$3.69M2.18%+8,790New
Crossmark Global Holdings, Inc.8,738$3.67M0.09%+1,562+21.8%Added
Los Angeles Capital Management LLC8,491$3.57M0.02%−26,763−75.9%Reduced
Farmers Trust Co8,389$3.53M0.79%−20.0%Reduced
Stratos Wealth Partners, LTD.8,347$3.51M0.09%−931−10.0%Reduced
Naples Global Advisors, LLC8,298$3.50M0.44%+498+6.4%Added
Atria Wealth Solutions, Inc.8,147$3.44M0.06%−605−6.9%Reduced
Meeder Asset Management Inc8,168$3.43M0.30%+5,355+190.4%Added
Point72 Middle East FZE8,168$3.43M0.26%+8,168New
McBroom & Associates, LLC8,131$3.42M3.71%−218−2.6%Reduced
Pearl River Capital, LLC8,128$3.42M0.58%+5,583+219.4%Added
Bailard, Inc.7,883$3.31M0.13%−330−4.0%Reduced
Brighton Jones LLC7,883$3.31M0.20%+9+0.1%Added
Heron Bay Capital Management7,860$3.30M2.04%+131+1.7%Added
Advisors Asset Management, Inc.7,702$3.24M0.07%−1,157−13.1%Reduced
Kempen Capital Management N.V.7,665$3.22M0.09%+740+10.7%Added
Warther Private Wealth, LLC7,580$3.19M2.39%+75+1.0%Added
Metropolitan Life Insurance Co7,569$3.18M0.14%−297−3.8%Reduced
Institute for Wealth Management, LLC.7,546$3.17M0.68%−16−0.2%Reduced
Ethic Inc.7,517$3.16M0.17%+196+2.7%Added
Aquatic Capital Management LLC7,500$3.15M0.23%+100+1.4%Added
Atria Investments LLC7,490$3.15M0.06%−458−5.8%Reduced
Duality Advisers, LP7,439$3.13M0.36%−6,947−48.3%Reduced
Whittier Trust Co7,412$3.12M0.06%00.0%Unchanged
Schonfeld Strategic Advisors LLC7,408$3.11M0.03%−2,907−28.2%Reduced
Bank of the West7,343$3.09M0.36%−1,667−18.5%Reduced
Summit Street Capital Management, LLC7,321$3.08M1.94%00.0%Unchanged
Marshall & Sullivan Inc7,298$3.07M1.92%−44−0.6%Reduced
Caas Capital Management LP7,296$3.07M0.59%−7,804−51.7%Reduced
Rench Wealth Management, Inc.7,277$3.06M1.56%−59−0.8%Reduced
Kiwi Wealth Investments Limited Partnership7,250$3.05M0.20%−215−2.9%Reduced
Cary Street Partners Asset Management LLC7,215$3.03M0.61%+4,794+198.0%Added
Y-Intercept (Hong Kong) Ltd7,186$3.02M0.45%+4,009+126.2%Added
Livforsakringsbolaget Skandia, Omsesidigt7,114$2.99M0.34%00.0%Unchanged
Commerce Bank6,911$2.90M0.02%−58−0.8%Reduced
First Citizens Bank & Trust Co6,905$2.90M0.09%+347+5.3%Added
Hohimer Wealth Management, LLC6,895$2.90M0.92%−2,970−30.1%Reduced
Quantitative Investment Management, LLC6,831$2.87M0.55%−8,212−54.6%Reduced
W.G. Shaheen & Associates DBA Whitney & Co6,811$2.86M0.53%+204+3.1%Added
Siemens Fonds Invest GmbH6,784$2.85M0.29%−310−4.4%Reduced
New Potomac Partners, LLC6,727$2.83M2.09%+4+0.1%Added
Wealthfront Advisers LLC6,682$2.81M0.01%−594−8.2%Reduced
Quantinno Capital Management LP6,670$2.80M0.21%+4,368+189.7%Added
Charter Trust Co6,643$2.79M0.22%−180−2.6%Reduced
Northwest & Ethical Investments L.P.6,587$2.77M0.10%−13,055−66.5%Reduced
Twin Capital Management Inc6,574$2.76M0.36%+789+13.6%Added
Boothbay Fund Management, LLC6,552$2.75M0.09%+5,586+578.3%Added
CenterBook Partners LP6,494$2.73M0.45%−7,175−52.5%Reduced
New Mexico Educational Retirement Board6,493$2.73M0.15%−600−8.5%Reduced
Banque Cantonale Vaudoise6,282$2.64M0.14%+1,733+38.1%Added
Monetary Management Group Inc6,081$2.56M0.80%−25−0.4%Reduced
Shell Asset Management Co6,066$2.55M0.11%−1,260−17.2%Reduced
V Wealth Advisors LLC6,055$2.55M0.53%−22−0.4%Reduced
Veritable, L.P.6,051$2.54M0.05%+277+4.8%Added
Tiaa, FSB6,042$2.54M0.01%−557−8.4%Reduced
American Trust Investment Advisors, LLC6,038$2.54M1.61%+25+0.4%Added
Kinneret Advisory, LLC5,985$2.53M0.33%+1,544+34.8%Added
Carmignac Gestion6,000$2.52M0.05%+6,000New
Sepio Capital, LP5,996$2.52M0.22%+5,996New
Toroso Investments, LLC5,941$2.50M0.10%+1,947+48.7%Added
Carderock Capital Management Inc5,869$2.47M1.02%+2,254+62.4%Added
Royal Fund Management, LLC5,852$2.46M0.40%+1,679+40.2%Added
E. Ohman J:or Asset Management AB5,850$2.46M0.11%00.0%Unchanged
Roanoke Asset Management Corp5,830$2.45M1.11%−545−8.5%Reduced
Advisor Partners II, LLC5,817$2.44M0.15%+1,148+24.6%Added
Harvest Volatility Management LLC5,760$2.42M0.49%−1,515−20.8%Reduced
Azzad Asset Management Inc5,658$2.38M0.38%−9,613−62.9%Reduced
United Fire Group Inc5,625$2.36M1.40%00.0%Unchanged
TD Private Client Wealth LLC5,607$2.36M0.11%−1,646−22.7%Reduced