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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 11,871 | $6.29M | 0.21% | −57−0.5% | Reduced |
| Impax Asset Management Group plc | 11,953 | $6.34M | 0.03% | −343−2.8% | Reduced |
| Carderock Capital Management Inc | 12,009 | $6.37M | 2.22% | +6,140+104.6% | Added |
| British Columbia Investment Management Corp | 12,171 | $6.45M | 0.07% | +33+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,182 | $6.46M | 0.03% | −318−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,319 | $6.53M | 0.10% | −245−2.0% | Reduced |
| Profund Advisors LLC | 12,377 | $6.56M | 0.41% | +1,281+11.5% | Added |
| Central Bank & Trust Co | 12,418 | $6.58M | 1.17% | +1,683+15.7% | Added |
| Valley National Advisers Inc | 12,832 | $6.60M | 1.16% | +222+1.8% | Added |
| Penserra Capital Management LLC | 12,527 | $6.64M | 0.14% | +8,406+204.0% | Added |
| Shelton Capital Management | 12,588 | $6.67M | 0.28% | +1,831+17.0% | Added |
| Covington Investment Advisors Inc. | 12,748 | $6.76M | 1.49% | +260+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 13,080 | $6.93M | 0.48% | −1,005−7.1% | Reduced |
| Value Aligned Research Advisors, LLC | 13,099 | $6.94M | 2.46% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,110 | $6.95M | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,150 | $6.97M | 0.19% | −1,969−13.0% | Reduced |
| Means Investment Co., Inc. | 13,236 | $7.02M | 1.23% | +26+0.2% | Added |
| Socorro Asset Management LP | 13,245 | $7.02M | 3.10% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,388 | $7.10M | 0.15% | −1,400−9.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,454 | $7.13M | 0.16% | 00.0% | Unchanged |
| Trexquant Investment LP | 13,553 | $7.18M | 0.20% | −22,089−62.0% | Reduced |
| Cetera Investment Advisers | 13,691 | $7.26M | 0.06% | −1,607−10.5% | Reduced |
| Hillman Capital Management, Inc. | 13,735 | $7.28M | 2.76% | −133−1.0% | Reduced |
| Amica Mutual Insurance Co | 13,759 | $7.29M | 0.81% | +3,641+36.0% | Added |
| United Capital Financial Advisers, LLC | 13,863 | $7.35M | 0.04% | −533−3.7% | Reduced |
| Kerrisdale Advisers, LLC | 14,007 | $7.43M | 2.20% | −5,001−26.3% | Reduced |
| CTC LLC | 13,982 | $7.43M | 0.24% | +13,982 | New |
| Ieq Capital, LLC | 14,031 | $7.44M | 0.17% | +1,099+8.5% | Added |
| Assetmark, Inc | 14,049 | $7.45M | 0.03% | −1,165−7.7% | Reduced |
| National Bank of Canada | 14,169 | $7.49M | 0.02% | −13,298−48.4% | Reduced |
| Baker Ellis Asset Management LLC | 14,235 | $7.55M | 1.35% | +418+3.0% | Added |
| 3G Capital Partners LP | 14,500 | $7.69M | 10.00% | −15,500−51.7% | Reduced |
| Cable Hill Partners, LLC | 14,472 | $7.70M | 1.25% | +13+0.1% | Added |
| Platinum Investment Management Ltd | 14,572 | $7.72M | 0.27% | −86−0.6% | Reduced |
| YHB Investment Advisors, Inc. | 14,715 | $7.80M | 0.78% | −14−0.1% | Reduced |
| Governors Lane LP | 14,800 | $7.85M | 1.16% | +14,800 | New |
| Kovitz Investment Group Partners, LLC | 15,058 | $7.98M | 0.14% | +265+1.8% | Added |
| Achmea Investment Management B.V. | 15,416 | $8.17M | 0.24% | +380+2.5% | Added |
| Louisiana State Employees Retirement System | 15,500 | $8.22M | 0.21% | −100−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,572 | $8.25M | 0.10% | −9,121−36.9% | Reduced |
| La Banque Postale Asset Management SA | 15,680 | $8.31M | 0.21% | −274−1.7% | Reduced |
| LMCG Investments, LLC | 15,698 | $8.32M | 0.56% | +178+1.1% | Added |
| Candriam Luxembourg S.C.A. | 17,094 | $8.34M | 0.06% | −275−1.6% | Reduced |
| Czech National Bank | 15,896 | $8.43M | 0.21% | −67−0.4% | Reduced |
| Parsec Financial Management, Inc. | 16,009 | $8.49M | 0.36% | −3,364−17.4% | Reduced |
| Marco Investment Management LLC | 16,039 | $8.50M | 0.96% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 16,111 | $8.54M | 0.08% | −10.0% | Reduced |
| Meeder Asset Management Inc | 16,123 | $8.55M | 0.68% | +7,955+97.4% | Added |
| Seizert Capital Partners, LLC | 16,293 | $8.64M | 0.48% | −2,275−12.3% | Reduced |
| CIBC World Markets Corp | 16,319 | $8.65M | 0.14% | −7,611−31.8% | Reduced |
| BTC Capital Management, Inc. | 16,507 | $8.74M | 1.01% | +252+1.6% | Added |
| Cozad Asset Management Inc | 16,646 | $8.82M | 1.17% | +660+4.1% | Added |
| Fifth Third Bancorp | 16,708 | $8.86M | 0.04% | −11,506−40.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $8.91M | 2.01% | −22−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,881 | $8.95M | 1.04% | −187−1.1% | Reduced |
| Foundry Partners, LLC | 16,895 | $8.96M | 0.56% | −7,915−31.9% | Reduced |
| Cornerstone Advisors, LLC | 17,000 | $9.01M | 0.42% | 00.0% | Unchanged |
| Hosking Partners LLP | 17,220 | $9.13M | 0.42% | −3,462−16.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 17,256 | $9.15M | 1.37% | +180+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 17,261 | $9.15M | 0.02% | +1,087+6.7% | Added |
| Calamos Advisors LLC | 17,340 | $9.19M | 0.05% | −11,784−40.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,933 | $9.51M | 0.22% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 17,967 | $9.52M | 0.20% | −5,153−22.3% | Reduced |
| Connectus Wealth, LLC | 17,995 | $9.54M | 0.23% | +3,812+26.9% | Added |
| M&T Bank Corp | 18,074 | $9.58M | 0.04% | −702−3.7% | Reduced |
| Terry L. Blaker | 18,262 | $9.68M | 0.86% | +478+2.7% | Added |
| Harber Asset Management LLC | 18,362 | $9.73M | 2.63% | −22,255−54.8% | Reduced |
| Gratus Capital LLC | 18,446 | $9.78M | 0.75% | −5,802−23.9% | Reduced |
| Tudor Investment Corp Et Al | 18,484 | $9.80M | 0.19% | +15,654+553.1% | Added |
| Harvard Management Co Inc | 19,131 | $10.1M | 1.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,204 | $10.2M | 0.14% | +3,744+24.2% | Added |
| Baker Avenue Asset Management, LP | 19,496 | $10.3M | 0.56% | −845−4.2% | Reduced |
| Liontrust Investment Partners LLP | 20,200 | $10.7M | 0.16% | +18,900+1,453.8% | Added |
| NewEdge Wealth, LLC | 20,334 | $10.8M | 0.41% | +1,099+5.7% | Added |
| Exane Asset Management | 20,579 | $10.9M | 6.21% | +20,579 | New |
| Bridgewater Associates, LP | 20,637 | $10.9M | 0.07% | +19,758+2,247.8% | Added |
| Ossiam | 20,719 | $11.0M | 0.23% | +18,560+859.7% | Added |
| FourThought Financial Partners, LLC | 20,979 | $11.1M | 1.53% | +986+4.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 21,044 | $11.2M | 0.06% | +1,114+5.6% | Added |
| Andra AP-fonden | 21,100 | $11.2M | 0.29% | +2,700+14.7% | Added |
| New York Life Investment Management LLC | 21,333 | $11.3M | 0.13% | −199−0.9% | Reduced |
| MBB Public Markets I LLC | 21,635 | $11.5M | 0.66% | −185−0.8% | Reduced |
| Yousif Capital Management, LLC | 21,756 | $11.5M | 0.15% | −1,102−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 22,038 | $11.7M | 0.06% | −712−3.1% | Reduced |
| National Asset Management, Inc. | 22,214 | $11.8M | 0.31% | +1,816+8.9% | Added |
| Panagora Asset Management Inc | 22,471 | $11.9M | 0.08% | +17,556+357.2% | Added |
| Transform Wealth, LLC | 22,592 | $12.0M | 1.13% | −316−1.4% | Reduced |
| FIL Ltd | 22,850 | $12.1M | 0.01% | +2,538+12.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,875 | $12.1M | 0.10% | −178−0.8% | Reduced |
| Stephens Inc | 22,932 | $12.2M | 0.23% | +1,710+8.1% | Added |
| State of Alaska, Department of Revenue | 22,958 | $12.2M | 0.14% | −518−2.2% | Reduced |
| Daiwa Securities Group Inc. | 23,051 | $12.2M | 0.08% | +7,603+49.2% | Added |
| Public Sector Pension Investment Board | 23,187 | $12.3M | 0.09% | −1,154−4.7% | Reduced |
| Mutual of America Capital Management LLC | 23,268 | $12.3M | 0.15% | −297−1.3% | Reduced |
| Linscomb & Williams, Inc. | 23,757 | $12.6M | 0.66% | −249−1.0% | Reduced |
| Utah Retirement Systems | 23,985 | $12.7M | 0.18% | −339−1.4% | Reduced |
| Wellington Management Group LLP | 24,307 | $12.9M | 0.00% | −1,848−7.1% | Reduced |
| CIBC World Markets Inc. | 24,798 | $13.1M | 0.05% | +3,391+15.8% | Added |
| Glenmede Trust Co NA | 25,046 | $13.3M | 0.08% | +2,404+10.6% | Added |
| Cullen/Frost Bankers, Inc. | 25,285 | $13.4M | 0.24% | −900−3.4% | Reduced |