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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
Van Hulzen Asset Management, LLC5,574$2.34M0.27%−180−3.1%Reduced
Bristlecone Advisors, LLC5,573$2.34M0.29%−22−0.4%Reduced
Strategic Financial Services, Inc,5,538$2.33M0.19%−188−3.3%Reduced
O'Shaughnessy Asset Management, LLC5,525$2.32M0.04%+735+15.3%Added
Hennessy Advisors Inc5,520$2.32M0.15%−400−6.8%Reduced
Malaga Cove Capital, LLC5,372$2.26M1.23%−159−2.9%Reduced
Stoneridge Investment Partners LLC5,362$2.25M1.24%−467−8.0%Reduced
Ameritas Investment Partners, Inc.4,545$2.23M0.09%−178−3.8%Reduced
Allstate Corp5,304$2.23M0.07%+1,396+35.7%Added
Allstate Investment Management Co5,304$2.23M0.07%+5,304New
GWM Advisors LLC7,508$2.22M0.06%+1,701+29.3%Added
Probity Advisors, Inc.5,257$2.21M0.50%+70+1.3%Added
Great Valley Advisor Group, Inc.5,234$2.20M0.11%−4,286−45.0%Reduced
Pacer Advisors, Inc.5,082$2.14M0.01%−26,057−83.7%Reduced
Ashton Thomas Private Wealth, LLC5,048$2.12M0.21%+69+1.4%Added
Nicholas Investment Partners, LP5,021$2.11M0.18%−1,689−25.2%Reduced
TD Waterhouse Canada Inc.4,945$2.10M0.02%−37−0.7%Reduced
Crown Advisors Management, Inc.5,000$2.10M1.91%00.0%Unchanged
Pathstone Family Office, LLC8,053$2.09M0.04%+2,788+53.0%Added
Pacifica Partners Inc.5,133$2.08M1.41%−154−2.9%Reduced
Panagora Asset Management Inc4,915$2.07M0.01%+164+3.5%Added
Kentucky Retirement Systems Insurance Trust Fund4,909$2.06M0.18%00.0%Unchanged
Symmetry Partners, LLC4,874$2.05M0.12%00.0%Unchanged
Qube Research & Technologies Ltd4,852$2.04M0.01%−70,092−93.5%Reduced
Mount Capital Ltd4,846$2.04M0.79%+4,846New
River Wealth Advisors LLC4,806$2.02M0.39%+1,422+42.0%Added
Intrust Bank NA4,806$2.02M0.28%+104+2.2%Added
Tower Research Capital LLC (TRC)4,796$2.02M0.08%−31,531−86.8%Reduced
Kingsview Wealth Management, LLC4,770$2.00M0.09%−248−4.9%Reduced
HB Wealth Management, LLC4,762$2.00M0.04%−3,142−39.8%Reduced
GAM Holding AG4,687$1.97M0.16%−30−0.6%Reduced
Pittenger & Anderson Inc4,661$1.96M0.11%+52+1.1%Added
Trustmark National Bank Trust Department4,621$1.94M0.18%−10−0.2%Reduced
Terra Nova Asset Management LLC4,557$1.92M2.01%−209−4.4%Reduced
Sequoia Financial Advisors, LLC4,544$1.91M0.05%+924+25.5%Added
Groesbeck Investment Management Corp4,541$1.91M3.20%−100−2.2%Reduced
Cutler Group LP4,471$1.88M0.23%+3,283+276.3%Added
Jefferies Financial Group Inc.4,428$1.86M0.03%+4,428New
Marshall Financial Group LLC4,411$1.85M0.72%+780+21.5%Added
Marex Group plc4,390$1.85M0.26%+4,390New
Meiji Yasuda Life Insurance Co4,383$1.84M0.04%+662+17.8%Added
Columbia Trust Co 010120164,364$1.83M1.02%−509−10.4%Reduced
F/M Investments LLC4,343$1.83M2.21%+4,343New
Aurora Investment Counsel4,329$1.82M1.26%+61+1.4%Added
Primoris Wealth Advisors, LLC4,318$1.81M2.80%−504−10.5%Reduced
Arkadios Wealth Advisors4,290$1.80M0.24%−68−1.6%Reduced
Perigon Wealth Management, LLC4,279$1.80M0.11%+1,444+50.9%Added
Northwestern Mutual Investment Management Company, LLC4,274$1.80M0.05%−813−16.0%Reduced
Hoylecohen, LLC4,270$1.79M0.18%−84−1.9%Reduced
MAI Capital Management4,266$1.79M0.03%+215+5.3%Added
Sanders Morris Harris LLC4,242$1.78M0.68%00.0%Unchanged
Seeyond4,236$1.78M0.17%+2,620+162.1%Added
Connable Office Inc4,217$1.77M0.25%00.0%Unchanged
Zurich Insurance Group Ltd4,200$1.77M0.03%00.0%Unchanged
Great Lakes Advisors, LLC39,249$1.76M0.10%+687+1.8%Added
Penserra Capital Management LLC4,121$1.73M0.04%−237−5.4%Reduced
Nippon Life Global Investors Americas, Inc.4,030$1.69M0.11%+4,030New
Green Alpha Advisors, LLC4,019$1.69M1.40%+440+12.3%Added
Viking Fund Management LLC4,000$1.68M0.33%00.0%Unchanged
Mill Capital Management, LLC4,000$1.68M0.18%00.0%Unchanged
Ballentine Partners, LLC3,999$1.68M0.05%+1,853+86.3%Added
Hennion & Walsh Asset Management, Inc.3,977$1.67M0.10%−167−4.0%Reduced
E&G Advisors, LP3,963$1.67M0.63%−50−1.2%Reduced
Alpine Woods Capital Investors, LLC3,956$1.66M0.24%+765+24.0%Added
Nikulski Financial, Inc.3,921$1.65M0.79%+97+2.5%Added
Metis Global Partners, LLC3,881$1.63M0.15%+1,836+89.8%Added
EFG Asset Management (North America) Corp.3,842$1.62M0.36%+352+10.1%Added
Midwest Professional Planners, LTD.3,825$1.61M0.89%−40−1.0%Reduced
Oak Grove Capital LLC3,794$1.59M0.84%−21,706−85.1%Reduced
Vestcor Inc3,790$1.59M0.06%+522+16.0%Added
Empowered Funds, LLC3,786$1.59M0.10%+3,786New
Empirical Finance, LLC3,741$1.57M0.16%+285+8.2%Added
Paloma Partners Management Co3,736$1.57M0.34%+3,736New
Lindenwold Advisors3,735$1.57M1.05%+10+0.3%Added
Buckingham Strategic Wealth, LLC3,734$1.57M0.03%−428−10.3%Reduced
Brinker Capital Investments, LLC3,723$1.56M0.03%−951−20.3%Reduced
L & S Advisors Inc3,722$1.56M0.29%−1,241−25.0%Reduced
NorthCrest Asset Manangement, LLC3,703$1.56M0.09%−338−8.4%Reduced
Oppenheimer Asset Management Inc.3,692$1.55M0.02%+3,022+451.0%Added
Park Avenue Securities LLC3,688$1.55M0.03%+597+19.3%Added
Rodgers Brothers Inc.3,660$1.54M0.31%+10+0.3%Added
Martin Capital Advisors, LLP3,643$1.53M1.71%+295+8.8%Added
Raymond James Trust N.A.3,631$1.53M0.05%−179−4.7%Reduced
Koss-Olinger Consulting, LLC3,628$1.52M0.22%+2,740+308.6%Added
MV Capital Management, Inc.3,577$1.50M0.23%+15+0.4%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH3,570$1.50M0.08%−1,350−27.4%Reduced
Fort Sheridan Advisors LLC3,558$1.50M0.49%−121−3.3%Reduced
Central Trust Co3,543$1.49M0.05%−26−0.7%Reduced
Keybank National Association3,534$1.49M0.01%+279+8.6%Added
Cipher Capital LP3,533$1.48M0.28%+3,533New
Walleye Capital LLC3,527$1.48M0.03%+3,527New
Sound View Wealth Advisors Group, LLC1,879$1.47M0.16%−68−3.5%Reduced
Oak Associates, Ltd3,500$1.47M0.12%+715+25.7%Added
Westhampton Capital, LLC3,488$1.47M0.99%+275+8.6%Added
Motley Fool Asset Management LLC3,469$1.46M0.16%−139−3.9%Reduced
Brown Advisory Inc3,430$1.44M0.00%−298−8.0%Reduced
Bard Financial Services, Inc.3,425$1.44M0.12%+25+0.7%Added
Greenleaf Trust3,426$1.44M0.02%+329+10.6%Added
Investment Management Corp of Ontario3,426$1.44M0.07%+3,426New
Matisse Capital3,422$1.44M1.28%+3,422New