LAM RESEARCH CORP

LRCX
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0000707549

13F holders, Q1 2023

Positions as of Mar 31, 2023.

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
1,366
+19 vs. Q4 2022
Shares held
122.58M
+9.43M (+8.3%) vs. Q4 2022
Total value
$63.25B
+$15.63B (+32.8%) vs. Q4 2022

Compare with Q4 2022: new holders and sold out

Holders over time

2 in Q2 2018 → 1,366 in Q1 2023

Show by quarter
Number of institutions holding LRCX by quarter
QuarterHolders
Q1 20231,366
Q4 20221,347
Q3 20221,273
Q2 20221,310
Q1 20221,391
Q4 20211,461
Q3 20211,301
Q2 20211,315
Q1 20211,263
Q4 20202
Q3 20202
Q2 20202
Q1 20202
Q4 20192
Q3 20192
Q2 20191
Q1 20192
Q4 20182
Q3 20182
Q2 20182

Institutions

Institutions holding LRCX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
VANGUARD GROUP INC11,770,774$6.24B0.16%−17,493−0.1%Reduced
BlackRock Inc.10,790,100$5.72B0.17%−237,083−2.1%Reduced
FMR LLC9,363,324$4.96B0.23%+4,713,770+101.4%Added
STATE STREET CORP5,697,200$3.03B0.17%+92,606+1.7%Added
AMERIPRISE FINANCIAL INC5,615,253$2.98B0.98%+632,690+12.7%Added
PRICE T ROWE ASSOCIATES INC /MD/3,918,071$2.08B0.31%+528,586+15.6%Added
JPMORGAN CHASE & CO3,519,188$1.87B0.24%−240,891−6.4%Reduced
Fisher Asset Management, LLC2,700,722$1.43B0.87%+58,863+2.2%Added
JANUS HENDERSON GROUP PLC2,602,801$1.38B0.91%+6,451+0.2%Added
GEODE CAPITAL MANAGEMENT, LLC2,542,805$1.35B0.17%+19,280+0.8%Added
SANDS CAPITAL MANAGEMENT, LLC2,229,038$1.18B3.89%−129,268−5.5%Reduced
GQG Partners LLC1,722,875$913.33M2.39%+1,722,875New
MORGAN STANLEY1,701,223$901.85M0.10%+50,139+3.0%Added
Invesco Ltd.1,687,872$894.77M0.25%+163,165+10.7%Added
NORGES BANK1,610,664$853.85M0.19%+137,369+9.3%Added
NORTHERN TRUST CORP1,496,856$793.51M0.16%−26,423−1.7%Reduced
BANK OF AMERICA CORP /DE/1,410,688$747.83M0.09%+385,635+37.6%Added
Bank of New York Mellon Corp1,365,708$723.99M0.16%−74,710−5.2%Reduced
AMUNDI1,279,976$642.62M0.35%−82,770−6.1%Reduced
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,165,838$618.03M0.21%+22,505+2.0%Added
VAN ECK ASSOCIATES CORP1,158,167$613.97M1.40%+29,472+2.6%Added
Nuveen Asset Management, LLC1,127,922$597.93M0.22%−511,778−31.2%Reduced
GOLDMAN SACHS GROUP INC1,000,620$530.45M0.14%+25,302+2.6%Added
Legal & General Group Plc996,629$528.33M0.19%+5,104+0.5%Added
Artisan Partners Limited Partnership924,782$490.25M0.81%−43,737−4.5%Reduced
FRANKLIN RESOURCES INC923,343$489.48M0.25%+5,172+0.6%Added
WCM INVESTMENT MANAGEMENT, LLC848,145$449.62M1.44%−33,154−3.8%Reduced
Winslow Capital Management, LLC844,916$447.91M2.29%+93,239+12.4%Added
COATUE MANAGEMENT LLCSuperinvestorCoatue Management827,547$438.7M2.92%+346,867+72.2%Added
Voya Investment Management LLC796,565$422.28M0.45%−74,469−8.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC790,011$418.8M2.13%+24,677+3.2%Added
UBS ASSET MANAGEMENT AMERICAS INC789,939$418.76M0.20%−6,758−0.8%Reduced
CHARLES SCHWAB INVESTMENT MANAGEMENT INC757,570$401.6M0.12%+13,781+1.9%Added
WELLS FARGO & COMPANY/MN739,602$392.08M0.12%−10,555−1.4%Reduced
DIMENSIONAL FUND ADVISORS LP715,721$379.43M0.13%+13,454+1.9%Added
Sanders Capital, LLC673,145$356.85M0.85%+27,951+4.3%Added
LORD, ABBETT & CO. LLC668,856$354.57M0.64%+411,856+160.3%Added
FIRST TRUST ADVISORS LP550,845$292.01M0.34%+28,237+5.4%Added
Swiss National Bank541,400$287.01M0.20%−15,400−2.8%Reduced
PICTET ASSET MANAGEMENT SA525,799$278.74M0.35%−275,073−34.3%Reduced
DEUTSCHE BANK AG\520,993$276.19M0.15%+97,920+23.1%Added
UBS Group AG518,961$275.11M0.13%−2,273−0.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.418,302$221.75M0.17%−50,208−10.7%Reduced
ALKEON CAPITAL MANAGEMENT LLC417,541$221.35M1.42%−185,706−30.8%Reduced
Boston Partners412,451$218.35M0.30%−6,574−1.6%Reduced
NORDEA INVESTMENT MANAGEMENT AB410,495$216.64M0.32%−34,956−7.8%Reduced
Aspex Management (HK) Ltd370,000$196.14M4.82%+40,000+12.1%Added
ALLIANCEBERNSTEIN L.P.351,862$186.53M0.08%+133,926+61.5%Added
Rafferty Asset Management, LLC349,580$185.32M1.26%+64,367+22.6%Added
The PNC Financial Services Group, Inc.333,993$177.06M0.16%+4,037+1.2%Added
ENVESTNET ASSET MANAGEMENT INC3,507,601$169.08M0.08%+3,193,985+1,018.4%Added
ROYAL BANK OF CANADA301,223$159.69M0.05%−94,111−23.8%Reduced
CITIGROUP INC298,756$158.38M0.21%+22,581+8.2%Added
Vulcan Value Partners, LLC290,012$153.58M1.94%−42,082−12.7%Reduced
BARCLAYS PLC289,045$153.23M0.16%−549,595−65.5%Reduced
HSBC HOLDINGS PLC282,904$149.92M0.19%−31,038−9.9%Reduced
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM276,064$146.35M0.13%−44,132−13.8%Reduced
RHUMBLINE ADVISERS272,647$144.54M0.18%+3,706+1.4%Added
Oaktop Capital Management II, L.P.269,146$142.68M23.98%00.0%Unchanged
CREDIT SUISSE AG/262,806$139.32M0.14%+16,189+6.6%Added
JENNISON ASSOCIATES LLC254,977$135.17M0.12%+22,752+9.8%Added
CINCINNATI INSURANCE CO249,211$132.11M2.65%00.0%Unchanged
PRINCIPAL FINANCIAL GROUP INC245,136$129.95M0.09%+2,982+1.2%Added
NEW YORK STATE COMMON RETIREMENT FUND241,016$127.77M0.17%−4,886−2.0%Reduced
ADAGE CAPITAL PARTNERS GP, L.L.C.237,593$125.95M0.28%−67,192−22.0%Reduced
Allianz Asset Management GmbH235,787$125M0.26%+20,150+9.3%Added
TD ASSET MANAGEMENT INC235,263$124.72M0.15%−27,358−10.4%Reduced
SCGE MANAGEMENT, L.P.235,000$124.58M3.42%00.0%Unchanged
National Pension Service231,737$123.14M0.22%+1,069+0.5%Added
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM229,577$121.7M0.18%−3,771−1.6%Reduced
Mirae Asset Global Investments Co., Ltd.227,634$120.67M0.28%+459+0.2%Added
Avalon Investment & Advisory224,749$119.14M3.26%−5,608−2.4%Reduced
STRS OHIO208,710$110.64M0.17%+89,135+74.5%Added
CITADEL ADVISORS LLC207,271$109.88M0.12%+162,654+364.6%Added
Holocene Advisors, LP204,055$108.17M0.54%+176,235+633.5%Added
BESSEMER GROUP INC202,733$107.47M0.26%−651−0.3%Reduced
VICTORY CAPITAL MANAGEMENT INC202,672$107.44M0.12%−7,522−3.6%Reduced
MACKENZIE FINANCIAL CORP200,252$106.16M0.17%−12,328−5.8%Reduced
Swedbank AB195,465$103.62M0.20%+11,158+6.1%Added
PRUDENTIAL FINANCIAL INC245,375$102.66M0.16%+112,289+84.4%Added
SEI INVESTMENTS CO192,296$101.94M0.19%+24,416+14.5%Added
PARNASSUS INVESTMENTS /CA188,110$99.72M0.25%−1,060−0.6%Reduced
1832 Asset Management L.P.183,144$97.09M0.20%−16,656−8.3%Reduced
NOMURA ASSET MANAGEMENT CO LTD179,610$95.21M0.50%+32,875+22.4%Added
BNP PARIBAS ARBITRAGE, SA177,763$94.24M0.20%+81,262+84.2%Added
AQR CAPITAL MANAGEMENT LLC177,145$93.49M0.21%+49,417+38.7%Added
AGF MANAGEMENT LTD174,939$92.74M0.64%−68,784−28.2%Reduced
Theleme Partners LLP173,700$92.08M3.96%−120,300−40.9%Reduced
Brandywine Global Investment Management, LLC171,760$91.05M0.37%+83,217+94.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.165,269$87.61M0.21%+21,618+15.0%Added
GREAT WEST LIFE ASSURANCE CO /CAN/164,308$87.2M0.22%−4,269−2.5%Reduced
Mitsubishi UFJ Trust & Banking Corp159,074$84.33M0.21%+9,441+6.3%Added
BANK OF MONTREAL /CAN/153,508$81.51M0.03%−45,428−22.8%Reduced
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC153,401$81.32M0.23%+35,046+29.6%Added
ProShare Advisors LLC153,273$81.25M0.25%+13,530+9.7%Added
NEW YORK STATE TEACHERS RETIREMENT SYSTEM151,227$80.17M0.19%−2,503−1.6%Reduced
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM150,859$79.97M0.19%−3,380−2.2%Reduced
Russell Investments Group, Ltd.150,436$79.77M0.16%+19,157+14.6%Added
Ninety One UK Ltd144,036$76.36M0.24%−34,422−19.3%Reduced
Heard Capital LLC138,155$73.24M6.09%−14,485−9.5%Reduced