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 |
|---|---|---|---|---|---|
| Huntington National Bank | 25,341 | $13.4M | 0.13% | −2,207−8.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,358 | $13.4M | 0.17% | −1,290−4.8% | Reduced |
| IFM Investors Pty Ltd | 25,702 | $13.6M | 0.21% | +793+3.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,926 | $13.7M | 0.19% | −600−2.3% | Reduced |
| Burney Co | 25,973 | $13.8M | 0.68% | −678−2.5% | Reduced |
| ClariVest Asset Management LLC | 26,031 | $13.8M | 0.62% | −1,505−5.5% | Reduced |
| DnB Asset Management AS | 26,108 | $13.8M | 0.09% | −83,533−76.2% | Reduced |
| CI Private Wealth, LLC | 26,240 | $13.9M | 0.04% | +3,219+14.0% | Added |
| Clough Capital Partners L P | 26,690 | $14.1M | 1.52% | +3,830+16.8% | Added |
| Nissay Asset Management Corp | 26,813 | $14.2M | 0.13% | +2,990+12.6% | Added |
| Moneta Group Investment Advisors LLC | 26,823 | $14.2M | 0.34% | +4,098+18.0% | Added |
| First Republic Investment Management, Inc. | 27,253 | $14.4M | 0.03% | +6,692+32.5% | Added |
| Virginia Retirement Systems Et Al | 27,552 | $14.6M | 0.15% | +15,352+125.8% | Added |
| Gotham Asset Management, LLC | 27,707 | $14.7M | 0.36% | −9,352−25.2% | Reduced |
| Cincinnati Financial Corp | 27,724 | $14.7M | 0.36% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 29,206 | $14.7M | 1.79% | +335+1.2% | Added |
| Man Group plc | – | $14.9M | 0.05% | – | – |
| Texas Permanent School Fund | 28,117 | $14.9M | 0.15% | +8,755+45.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,633 | $15.2M | 0.03% | −2,243−7.3% | Reduced |
| Leuthold Group, LLC | 28,678 | $15.2M | 2.01% | −646−2.2% | Reduced |
| Forsta Ap-Fonden | 28,900 | $15.3M | 0.18% | −19,100−39.8% | Reduced |
| Macquarie Group Ltd | 28,910 | $15.3M | 0.02% | +4,076+16.4% | Added |
| TCW Group Inc | 29,131 | $15.4M | 0.20% | +605+2.1% | Added |
| Williams Jones Wealth Management, LLC. | 29,369 | $15.6M | 0.24% | −15−0.1% | Reduced |
| Marlowe Partners LP | 29,689 | $15.7M | 21.37% | −10,298−25.8% | Reduced |
| Westpac Banking Corp | 29,842 | $15.8M | 0.21% | +9,360+45.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 29,852 | $15.8M | 0.58% | +377+1.3% | Added |
| Empire Life Investments Inc. | 29,856 | $15.8M | 1.13% | +134+0.5% | Added |
| Cerity Partners LLC | 31,312 | $15.9M | 0.07% | +2,577+9.0% | Added |
| South Dakota Investment Council | 30,152 | $16.0M | 0.34% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 30,296 | $16.1M | 0.15% | −8,953−22.8% | Reduced |
| Group One Trading, L.P. | 30,527 | $16.2M | 0.77% | +30,527 | New |
| Skandinaviska Enskilda Banken AB (publ) | 31,099 | $16.5M | 0.12% | −8,105−20.7% | Reduced |
| Mercer Global Advisors Inc | 31,335 | $16.6M | 0.08% | +144+0.5% | Added |
| Rockefeller Capital Management L.P. | 32,238 | $17.1M | 0.07% | +834+2.7% | Added |
| Walleye Capital LLC | 32,762 | $17.4M | 0.35% | +29,235+828.9% | Added |
| Pinebridge Investments, L.P. | 33,379 | $17.7M | 0.20% | +6,419+23.8% | Added |
| Xponance, Inc. | 33,479 | $17.7M | 0.26% | +248+0.7% | Added |
| Worldquant Millennium Advisors LLC | 33,643 | $17.8M | 0.33% | −128,041−79.2% | Reduced |
| ING Groep NV | 33,986 | $18.0M | 0.17% | −9,225−21.3% | Reduced |
| CIBC Asset Management Inc | 34,506 | $18.3M | 0.07% | +200+0.6% | Added |
| AMF Pensionsforsakring AB | 34,703 | $18.4M | 0.19% | +11,375+48.8% | Added |
| USS Investment Management Ltd | 34,934 | $18.5M | 0.26% | +371+1.1% | Added |
| Commonwealth Equity Services, LLC | 35,217 | $18.7M | 0.04% | +975+2.8% | Added |
| State of Tennessee, Treasury Department | 35,514 | $18.8M | 0.08% | −1,580−4.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,216 | $19.2M | 0.21% | −970−2.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 36,619 | $19.4M | 1.48% | −294−0.8% | Reduced |
| Arizona State Retirement System | 37,238 | $19.7M | 0.18% | −88−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 37,293 | $19.8M | 1.79% | −122−0.3% | Reduced |
| Amalgamated Bank | 37,300 | $19.8M | 0.17% | −97−0.3% | Reduced |
| McGuire Investment Group, LLC | 37,505 | $19.9M | 3.95% | −261−0.7% | Reduced |
| Guinness Asset Management LTD | 38,818 | $20.6M | 0.52% | +44+0.1% | Added |
| Janney Montgomery Scott LLC | 38,974 | $20.7M | 0.08% | +279+0.7% | Added |
| Pacer Advisors, Inc. | 39,049 | $20.7M | 0.09% | +33,967+668.4% | Added |
| State of Michigan Retirement System | 39,880 | $21.1M | 0.14% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 39,883 | $21.1M | 0.09% | −3,807−8.7% | Reduced |
| MetLife Investment Management | 40,203 | $21.3M | 0.15% | −874−2.1% | Reduced |
| Vident Investment Advisory, LLC | 40,427 | $21.4M | 0.70% | −381−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,018 | $21.7M | 0.08% | +11,203+37.6% | Added |
| Swiss Life Asset Management Ltd | 41,509 | $22.0M | 0.33% | +6,343+18.0% | Added |
| Capital Fund Management S.A. | 41,515 | $22.0M | 0.43% | −3,844−8.5% | Reduced |
| Alberta Investment Management Corp | 41,856 | $22.2M | 0.22% | +3,000+7.7% | Added |
| Los Angeles Capital Management LLC | 41,880 | $22.2M | 0.10% | +33,389+393.2% | Added |
| Teacher Retirement System of Texas | 42,068 | $22.3M | 0.15% | +18,131+75.7% | Added |
| Handelsbanken Fonder AB | 42,109 | $22.3M | 0.13% | +2,506+6.3% | Added |
| Eisler Capital (UK) Ltd. | 42,302 | $22.4M | 1.94% | +42,302 | New |
| Advisor Group Holdings, Inc. | 43,136 | $22.9M | 0.04% | −1,795−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 43,672 | $23.2M | 0.04% | −89,240−67.1% | Reduced |
| Vontobel Holding Ltd. | 43,699 | $23.2M | 0.22% | −5,842−11.8% | Reduced |
| Harbor Island Capital LLC | 45,328 | $24.0M | 13.20% | −180−0.4% | Reduced |
| Arvest Trust Co N A | 45,489 | $24.1M | 1.50% | −2,324−4.9% | Reduced |
| State Farm Mutual Automobile Insurance Co | 45,536 | $24.1M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 46,783 | $24.8M | 0.04% | +270+0.6% | Added |
| Colony Group LLC | 46,796 | $24.8M | 0.37% | +1,320+2.9% | Added |
| Creative Planning | 47,091 | $25.0M | 0.04% | +926+2.0% | Added |
| American International Group, Inc. | 47,129 | $25.0M | 0.16% | −265−0.6% | Reduced |
| Capco Asset Management, LLC | 47,453 | $25.2M | 6.58% | −12,789−21.2% | Reduced |
| Baird Financial Group, Inc. | 48,038 | $25.5M | 0.06% | +2,117+4.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,719 | $25.8M | 0.13% | +2,371+5.1% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $25.9M | 1.16% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 49,059 | $26.0M | 0.06% | +4,405+9.9% | Added |
| Jane Street Group, LLC | 49,536 | $26.3M | 0.05% | −71,673−59.1% | Reduced |
| Nisa Investment Advisors, LLC | 49,733 | $26.4M | 0.21% | +4,059+8.9% | Added |
| Royal London Asset Management Ltd | 50,174 | $26.5M | 0.11% | +959+1.9% | Added |
| Twin Tree Management, LP | 51,245 | $27.2M | 0.77% | +51,245 | New |
| Robeco Institutional Asset Management B.V. | 53,580 | $28.4M | 0.08% | −1,624−2.9% | Reduced |
| American Century Companies Inc | 54,121 | $28.6M | 0.02% | +6,056+12.6% | Added |
| Capital International Investors | 54,790 | $29.0M | 0.01% | −1,518−2.7% | Reduced |
| ARS Investment Partners, LLC | 55,083 | $29.2M | 3.51% | +372+0.7% | Added |
| Tybourne Capital Management (HK) Ltd | 55,779 | $29.6M | 2.98% | −7,421−11.7% | Reduced |
| Coronation Fund Managers Ltd. | 56,625 | $30.0M | 0.80% | −4,700−7.7% | Reduced |
| Intech Investment Management LLC | 57,817 | $30.6M | 0.25% | +3,009+5.5% | Added |
| Castleark Management LLC | 58,475 | $31.0M | 1.52% | −915−1.5% | Reduced |
| Asset Management One Co.,Ltd. | 59,225 | $31.4M | 0.14% | +1,310+2.3% | Added |
| LPL Financial LLC | 59,303 | $31.4M | 0.02% | +4,566+8.3% | Added |
| Flputnam Investment Management Co | 60,132 | $31.9M | 1.04% | +13,682+29.5% | Added |
| Aviva PLC | 60,533 | $32.1M | 0.15% | +2,651+4.6% | Added |
| HighTower Advisors, LLC | 60,881 | $32.3M | 0.07% | +12,126+24.9% | Added |
| Atalanta Sosnoff Capital, LLC | 61,020 | $32.3M | 0.94% | −50,252−45.2% | Reduced |
| Thrivent Financial for Lutherans | 61,930 | $32.8M | 0.08% | −10,150−14.1% | Reduced |