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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.

Q1 2023 vs. Q4 2022

How the institutions holding Lam Research Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of LRCX: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,347271,366+46
Shares113.0M69.3K117.3M+4.39M (+3.9%)
Value$47.5B$30.5M$60.5B+$13.0B (+27.4%)

27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (169)

Institutions that held Lam Research Corp at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 169 by value.

Institutions new to LRCX in Q1 2023
InstitutionSharesValue% of portfolio
GQG Partners LLC1,722,875$913.3M2.39%
Jericho Capital Asset Management L.P.127,000$67.3M2.80%
Artemis Investment Management LLP126,801$67.1M0.83%
Tiger Global Management LLCSuperinvestorTiger Global Management100,228$53.1M0.48%
Ardevora Asset Management LLP100,100$53.1M0.95%
Optiver Holding B.V.78,262$41.5M1.92%
Twin Tree Management, LP51,245$27.2M0.77%
Eisler Capital (UK) Ltd.42,302$22.4M1.94%
Group One Trading, L.P.30,527$16.2M0.77%
Exane Asset Management20,579$10.9M6.21%
Governors Lane LP14,800$7.85M1.16%
CTC LLC13,982$7.43M0.24%
Nilsine Partners, LLC10,840$5.75M0.90%
Bayesian Capital Management, LP10,691$5.67M0.70%
CX Institutional10,476$5.48M0.29%
Sora Investors LLC10,000$5.30M1.46%
Sustainable Insight Capital Management, LLC9,376$4.97M4.99%
Employees Retirement System of Texas8,881$4.71M0.07%
Abn Amro Investment Solutions8,606$4.56M0.09%
Matthews International Capital Management LLC6,739$3.57M0.36%
Gunderson Capital Management Inc.6,653$3.53M2.62%
Moore Capital Management, LP6,600$3.50M0.11%
Ergoteles LLC6,393$3.39M0.13%
Tru Independence Asset Management 2, LLC5,813$3.08M3.10%
TKG Advisors, LLC5,584$2.96M1.84%
Taika Capital, LP5,225$2.77M1.32%
Zimmer Partners, LP5,000$2.65M0.05%
Ostrum Asset Management4,608$2.44M0.21%
Vinva Investment Management Ltd4,569$2.43M0.21%
Nomura Holdings Inc4,294$2.28M0.02%
Wealth Enhancement Advisory Services, LLC4,136$2.19M0.03%
Pine Valley Investments Ltd Liability Co4,003$1.99M0.30%
Wolverine Trading, LLC3,656$1.94M0.06%
G&S Capital LLC3,501$1.86M0.82%
Two Sigma Securities, LLC3,486$1.85M0.15%
Estate Counselors, LLC2,510$1.33M0.18%
Arrowstreet Capital, Limited Partnership2,449$1.30M0.00%
Consolidated Portfolio Review Corp2,435$1.29M0.35%
Winton Group Ltd2,415$1.28M0.08%
Sowell Financial Services LLC2,266$1.20M0.09%
Symmetry Investments LP2,248$1.19M0.57%
Perpetual Ltd2,123$1.13M0.01%
Oppenheimer & Co Inc2,101$1.11M0.02%
Empower Advisory Group, LLC2,030$1.06M0.00%
Arjuna Capital1,844$977.5K0.38%
PFG Investments, LLC1,761$933.3K0.19%
GPS Wealth Strategies Group, LLC1,709$906.0K0.19%
Independent Advisor Alliance1,647$873.0K0.04%
Quantamental Technologies LLC1,554$823.8K0.44%
Abundance Wealth Counselors1,498$794.0K0.20%
AtlasMark Financial, Inc1,300$689.2K0.90%
Legacy Capital Group California, Inc.1,262$669.0K0.33%
Herold Advisors, Inc.1,260$668.0K0.23%
V-Square Quantitative Management LLC1,204$638.3K0.59%
WR Wealth Planners, LLC1,179$624.8K0.27%
Daymark Wealth Partners, LLC1,096$581.0K0.08%
Mirabella Financial Services LLP1,009$534.9K0.11%
Fidelis Capital Partners, LLC947$501.7K0.21%
Eschler Asset Management LLP927$491.4K0.39%
Portman Square Capital LLP850$450.6K0.11%
ABN AMRO Bank N.V.846$449.6K0.01%
Capital CS Group, LLC732$388.0K0.37%
Lincoln Capital Corp704$373.3K0.22%
CWA Asset Management Group, LLC679$360.0K0.03%
New England Research & Management, Inc.675$358.0K0.21%
Teza Capital Management LLC628$332.9K0.07%
Brookfield Asset Management Inc.610$323.4K0.00%
Capula Management Ltd600$318.1K0.03%
Saranac Partners Ltd600$318.1K0.19%
Legacy Capital Wealth Partners, LLC596$315.7K0.09%
Barings LLC592$313.8K0.01%
Graypoint LLC590$312.7K0.03%
Evergreen Capital Management LLC575$305.6K0.01%
Provence Wealth Management Group572$303.2K0.20%
Geller Advisors LLC532$282.9K0.04%
TownSquare Capital, LLC528$280.1K0.01%
Essex Financial Services, Inc.508$269.3K0.03%
Gamco Investors, Inc. Et Al500$265.1K0.00%
SignalPoint Asset Management, LLC499$265.0K0.09%
Interchange Capital Partners, LLC490$259.8K0.14%
Parisi Gray Wealth Management485$257.0K0.16%
Congress Asset Management Co476$252.6K0.00%
Insigneo Advisory Services, LLC472$251.9K0.08%
Wesbanco Bank Inc473$251.0K0.01%
Crestwood Advisors Group LLC468$248.1K0.01%
Haverford Trust Co467$247.6K0.00%
Camden Capital, LLC467$247.3K0.04%
Angeles Wealth Management, LLC466$247.0K0.04%
Syntegra Private Wealth Group, LLC463$245.7K0.04%
PDS Planning, Inc462$244.9K0.03%
Jacobi Capital Management LLC462$244.9K0.03%
Stonehearth Capital Management, LLC461$244.4K0.13%
Grassi Investment Management460$244.0K0.03%
Hutchens & Kramer Investment Management Group, LLC460$243.9K0.21%
Capital International Sarl458$242.8K0.01%
Insight Advisors, LLC457$242.3K0.06%
Osborne Partners Capital Management, LLC455$241.3K0.02%
Tandem Capital Management Corp455$241.2K0.17%
QCM Cayman, Ltd.455$241.2K1.51%
Summit Trail Advisors, LLC445$236.5K0.01%

Sold out (123)

Institutions that held Lam Research Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 123 by value.

Institutions that sold out of LRCX in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Whale Rock Capital Management LLC120,689$50.7M
Westfield Capital Management Co LP101,196$42.5M
KCL Capital, L.P.85,000$35.7M
Southpoint Capital Advisors LP50,000$21.0M
J. Goldman & Co LP48,165$20.2M
United Services Automobile Association27,180$11.4M
Quadrature Capital Ltd26,430$11.1M
Ariose Capital Management Ltd25,047$10.5M
Rheos Capital Works Inc.22,100$9.29M
Two Sigma Advisers, LP21,500$9.04M
One01 Capital, LP20,437$8.59M
HRT Financial LP15,406$6.47M
Marshall Wace, LLP14,604$6.14M
Voloridge Investment Management, LLC10,569$4.44M
Threadgill Financial, LLC9,411$3.96M
Point72 Middle East FZE8,168$3.43M
Aquatic Capital Management LLC7,500$3.15M
Duality Advisers, LP7,439$3.13M
Caas Capital Management LP7,296$3.07M
Kiwi Wealth Investments Limited Partnership7,250$3.05M
Y-Intercept (Hong Kong) Ltd7,186$3.02M
Quantitative Investment Management, LLC6,831$2.87M
Boothbay Fund Management, LLC6,552$2.75M
Carmignac Gestion6,000$2.52M
Qube Research & Technologies Ltd4,852$2.04M
Jefferies Financial Group Inc.4,428$1.86M
Marex Group plc4,390$1.85M
Sanders Morris Harris LLC4,242$1.78M
Connable Office Inc4,217$1.77M
Paloma Partners Management Co3,736$1.57M
Park Avenue Securities LLC3,688$1.55M
Motley Fool Asset Management LLC3,469$1.46M
FORA Capital, LLC3,175$1.33M
Gyroscope Capital Management Group, LLC3,172$1.33M
Alpha DNA Investment Management LLC3,073$1.29M
Haverford Financial Services, Inc.3,035$1.28M
Darwin Advisors, LLC2,217$1.05M
Garda Capital Partners LP2,309$970.5K
Gyon Technologies Capital Management, LP2,145$901.5K
Alight Capital Management LP2,000$840.6K
Bellwether Advisors, LLC1,958$822.9K
Mach-1 Financial Group, Inc.1,871$786.4K
Dynamic Technology Lab Private Ltd1,626$683.0K
Altman Advisors, Inc.1,435$666.3K
Outlook Wealth Advisors, LLC1,458$612.8K
Ontario Teachers Pension Plan Board1,431$601.4K
Drive Wealth Management, LLC1,385$584.7K
Moreno Evelyn V1,344$564.9K
Campbell & CO Investment Adviser LLC1,290$542.2K
Journey Advisory Group, LLC1,275$536.1K
Invst, LLC1,032$516.1K
Strategic Investment Advisors1,180$496.1K
Caxton Associates LP1,132$475.8K
XTX Topco Ltd1,094$459.8K
Peterson Financial Group, Inc.1,081$454.5K
Echo Street Capital Management LLC1,071$450.1K
Stevens Capital Management LP1,008$424.0K
Sherbrooke Park Advisers LLC1,000$420.3K
Blueshift Asset Management, LLC964$405.2K
Renaissance Group LLC915$384.6K
Guardian Capital Advisors LP809$380.3K
CastleKnight Management LP900$378.3K
Pinkerton Retirement Specialists, LLC865$363.6K
Buckingham Strategic Partners865$363.6K
Alpha Cubed Investments, LLC855$359.4K
Oversea-Chinese Banking CORP Ltd816$343.0K
Algert Global LLC745$313.1K
Wealthspire Advisors, LLC705$296.3K
Shorepoint Capital Partners LLC705$296.0K
Edmond de Rothschild Holding S.A.683$287.1K
K.J. Harrison & Partners Inc500$284.6K
World Equity Group, Inc.647$271.9K
Schmidt P J Investment Management Inc583$245.0K
Lebenthal Global Advisors, LLC568$238.7K
Richard W. Paul & Associates, LLC540$226.9K
Capital Markets Trading UK LLP532$224.0K
Money Concepts Capital Corp522$219.4K
Inceptionr LLC514$216.0K
GeoWealth Management, LLC507$213.0K
Transcend Wealth Collective, LLC500$210.2K
Ground Swell Capital, LLC499$209.7K
La Financiere de L'Echiquier491$207.0K
Boston Common Asset Management, LLC490$206.0K
Foundations Investment Advisors, LLC488$205.1K
DuPont Capital Management Corp448$188.3K
Zullo Investment Group, Inc.379$159.2K
Counterpoint Mutual Funds LLC366$153.8K
Mendota Financial Group, LLC300$126.1K
One River Asset Management, LLC296$124.5K
CenterStar Asset Management, LLC–$111.0K
U.S. Capital Wealth Advisors, LLC259$108.9K
Itau Unibanco Holding S.A.202$85.0K
Centiva Capital, LP185$77.8K
Jones Financial Companies LLLP167$70.0K
Seldon Capital LP154$64.7K
WJ Interests, LLC150$63.0K
Accurate Wealth Management, LLC128$58.7K
Godsey & Gibb Associates125$52.5K
Romano Brothers and Company117$49.2K
Bay Harbor Wealth Management, LLC110$46.0K

Not filed for Q1 2023 yet (27)

Institutions that held Lam Research Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.