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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, Q1 2023

Institutional positions in Lam Research Corp 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
+46 vs. Q4 2022
Shares held
117.3M
+4.39M (+3.9%) vs. Q4 2022
Total value
$60.5B
+$13.0B (+27.4%) vs. Q4 2022
New holders
169
474 more added
Sold out
123
491 more reduced

27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 1,366 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 heldQ1 2023: $60.5B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2022.

Institutions holding LRCX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Matthews International Capital Management LLC6,739$3.57M0.36%+6,739New
Private Advisor Group, LLC6,750$3.58M0.03%−653−8.8%Reduced
Siemens Fonds Invest GmbH6,755$3.58M0.38%−29−0.4%Reduced
W.G. Shaheen & Associates DBA Whitney & Co6,973$3.70M0.59%+162+2.4%Added
PDT Partners, LLC7,000$3.71M0.50%+4,600+191.7%Added
Commerce Bank7,085$3.76M0.03%+174+2.5%Added
Livforsakringsbolaget Skandia, Omsesidigt7,114$3.78M0.40%00.0%Unchanged
Fred Alger Management, LLC7,234$3.83M0.02%+4,282+145.1%Added
Marshall & Sullivan Inc7,481$3.97M2.40%+183+2.5%Added
Institute for Wealth Management, LLC.7,532$3.99M0.78%−14−0.2%Reduced
TD Private Client Wealth LLC7,539$4.00M0.18%+1,932+34.5%Added
Rench Wealth Management, Inc.7,669$4.07M1.95%+392+5.4%Added
Wealthfront Advisers LLC7,693$4.08M0.02%+1,011+15.1%Added
Kempen Capital Management N.V.7,809$4.14M0.08%+144+1.9%Added
Cary Street Partners Asset Management LLC7,813$4.14M0.78%+598+8.3%Added
Harbour Capital Advisors, LLC7,830$4.15M1.25%−1,325−14.5%Reduced
Brighton Jones LLC7,960$4.22M0.24%+77+1.0%Added
AE Wealth Management LLC8,040$4.26M0.03%−4,658−36.7%Reduced
Shell Asset Management Co8,089$4.29M0.18%+2,023+33.3%Added
Harbor Capital Advisors, Inc.8,100$4.29M1.24%−970−10.7%Reduced
Acadian Asset Management LLC8,111$4.30M0.02%−1,193−12.8%Reduced
Heron Bay Capital Management8,139$4.31M1.68%+279+3.5%Added
Stratos Wealth Partners, LTD.8,182$4.34M0.12%−165−2.0%Reduced
Bailard, Inc.8,187$4.34M0.16%+304+3.9%Added
Atria Wealth Solutions, Inc.8,327$4.43M0.07%+180+2.2%Added
Farmers Trust Co8,357$4.43M0.98%−32−0.4%Reduced
Naples Global Advisors, LLC8,339$4.43M0.55%+41+0.5%Added
Varma Mutual Pension Insurance Co8,395$4.45M0.05%−10,000−54.4%Reduced
Abn Amro Investment Solutions8,606$4.56M0.09%+8,606New
HB Wealth Management, LLC8,610$4.56M0.08%+3,848+80.8%Added
CenterBook Partners LP8,659$4.59M0.65%+2,165+33.3%Added
Taylor Hoffman Wealth Management8,773$4.65M2.55%−82−0.9%Reduced
Financial Partners Group, LLC8,790$4.66M2.44%00.0%Unchanged
McBroom & Associates, LLC8,866$4.70M4.20%+735+9.0%Added
Employees Retirement System of Texas8,881$4.71M0.07%+8,881New
First Citizens Bank & Trust Co8,891$4.71M0.09%+1,986+28.8%Added
Industrial Alliance Investment Management Inc.8,940$4.74M0.13%−6,469−42.0%Reduced
Insight Wealth Strategies, LLC9,178$4.87M0.95%+23+0.3%Added
Ziegler Capital Management, LLC9,202$4.88M0.19%−168−1.8%Reduced
Cetera Advisor Networks LLC9,304$4.93M0.04%−10−0.1%Reduced
GWM Advisors LLC9,328$4.95M0.06%+1,820+24.2%Added
Bank of Nova Scotia9,369$4.97M0.01%−33,817−78.3%Reduced
Sustainable Insight Capital Management, LLC9,376$4.97M4.99%+9,376New
L & S Advisors Inc9,394$4.98M0.70%+5,672+152.4%Added
Carret Asset Management, LLC9,456$5.01M0.70%−90−0.9%Reduced
Horizon Investment Services, LLC9,475$5.02M3.22%−150−1.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund9,482$5.03M0.03%−1,606−14.5%Reduced
Hohimer Wealth Management, LLC9,488$5.03M1.46%+2,593+37.6%Added
KWMG, LLC9,496$5.03M0.68%+204+2.2%Added
Conning Inc.9,547$5.06M0.17%−1,373−12.6%Reduced
PGGM Investments9,580$5.08M0.09%+519+5.7%Added
D.A. Davidson & Co.9,675$5.13M0.06%−415−4.1%Reduced
Kestra Advisory Services, LLC9,697$5.14M0.06%−2,497−20.5%Reduced
Cullinan Associates Inc9,700$5.14M0.30%00.0%Unchanged
Heritage Trust Co9,737$5.16M0.81%+115+1.2%Added
Financial Counselors Inc9,775$5.18M0.11%+104+1.1%Added
Summit Street Capital Management, LLC9,787$5.19M2.76%+2,466+33.7%Added
CCM Investment Advisers LLC9,828$5.21M0.74%−510−4.9%Reduced
Chartwell Investment Partners, LLC9,845$5.22M0.20%−5,344−35.2%Reduced
Level Four Advisory Services, LLC9,863$5.23M0.34%+55+0.6%Added
Guinness Atkinson Asset Management Inc9,886$5.24M2.96%−209−2.1%Reduced
Fiduciary Trust Co9,932$5.27M0.10%−10.0%Reduced
Silvant Capital Management LLC9,945$5.29M0.34%00.0%Unchanged
Sora Investors LLC10,000$5.30M1.46%+10,000New
Aviance Capital Partners, LLC10,015$5.31M1.18%+21+0.2%Added
SeaCrest Wealth Management, LLC10,149$5.38M0.73%−45−0.4%Reduced
Omers Administration Corp10,163$5.39M0.08%00.0%Unchanged
Prudential PLC10,166$5.39M0.06%−604−5.6%Reduced
Sitrin Capital Management LLC10,221$5.42M3.28%−87−0.8%Reduced
NJ State Employees Deferred Compensation Plan10,225$5.42M0.84%00.0%Unchanged
Atria Investments LLC10,264$5.44M0.10%+2,774+37.0%Added
Steel Peak Wealth Management LLC10,234$5.44M0.37%−431−4.0%Reduced
CX Institutional10,476$5.48M0.29%+10,476New
Baldwin Investment Management, LLC10,384$5.50M0.98%−52−0.5%Reduced
MML Investors Services, LLC10,453$5.54M0.04%−836−7.4%Reduced
SG Americas Securities, LLC10,505$5.57M0.07%+1,203+12.9%Added
Norinchukin Bank, The10,549$5.59M0.11%+176+1.7%Added
Fusion Capital, LLC10,556$5.60M3.20%−28−0.3%Reduced
King Luther Capital Management Corp10,567$5.60M0.03%+320+3.1%Added
PEAK6 Investments LLC10,605$5.62M0.36%+10,603+530,150.0%Added
Violich Capital Management, Inc.10,625$5.63M0.96%00.0%Unchanged
Kentucky Retirement Systems10,669$5.66M0.21%−100−0.9%Reduced
Maryland State Retirement & Pension System10,675$5.66M0.13%00.0%Unchanged
Bayesian Capital Management, LP10,691$5.67M0.70%+10,691New
Ethic Inc.10,726$5.69M0.23%+3,209+42.7%Added
Nilsine Partners, LLC10,840$5.75M0.90%+10,840New
Lathrop Investment Management Corp10,840$5.75M1.22%−53−0.5%Reduced
Bokf, NA10,848$5.75M0.12%−4,511−29.4%Reduced
Gateway Investment Advisers LLC10,858$5.76M0.07%−1,451−11.8%Reduced
Elo Mutual Pension Insurance Co10,889$5.77M0.18%+284+2.7%Added
Systematic Alpha Investments, LLC10,889$5.77M0.30%00.0%Unchanged
Winmill & Co. Inc10,900$5.78M2.15%00.0%Unchanged
JustInvest LLC11,003$5.82M0.20%+2,092+23.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd11,012$5.84M0.11%+124+1.1%Added
Laffer Tengler Investments11,414$6.05M1.64%+605+5.6%Added
Hartford Investment Management Co11,443$6.07M0.21%+1,481+14.9%Added
Securian Asset Management, Inc11,568$6.13M0.16%00.0%Unchanged
Crossmark Global Holdings, Inc.11,570$6.13M0.14%+2,832+32.4%Added
Jacobs Levy Equity Management, Inc11,612$6.16M0.04%−99,040−89.5%Reduced
Northwest Bancshares, Inc.11,707$6.21M1.20%−92−0.8%Reduced