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 |
|---|---|---|---|---|---|
| Triple Frond Partners LLC | 62,060 | $32.9M | 4.80% | 00.0% | Unchanged |
| Walleye Trading LLC | 62,575 | $33.2M | 1.18% | −2,706−4.1% | Reduced |
| Treasurer of the State of North Carolina | 64,997 | $34.5M | 0.20% | −568−0.9% | Reduced |
| Ci Investments Inc. | 65,606 | $34.8M | 0.17% | −3,106−4.5% | Reduced |
| Vaughan David Investments LLC | 66,049 | $35.0M | 1.06% | +810+1.2% | Added |
| Stifel Financial Corp | 67,286 | $35.7M | 0.05% | −2,875−4.1% | Reduced |
| Storebrand Asset Management AS | 68,800 | $36.5M | 0.18% | +1,543+2.3% | Added |
| STRS Ohio | 69,570 | $36.9M | 0.16% | −50,005−41.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 69,784 | $37.0M | 0.38% | +3,200+4.8% | Added |
| Braun Stacey Associates Inc | 69,826 | $37.0M | 0.97% | +37,393+115.3% | Added |
| Natixis Advisors, L.P. | 71,495 | $37.9M | 0.13% | +3,607+5.3% | Added |
| Northwestern Mutual Wealth Management Co | 71,803 | $38.1M | 0.05% | −870−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 72,789 | $38.6M | 0.07% | −2,840−3.8% | Reduced |
| Truist Financial Corp | 72,955 | $38.7M | 0.07% | −2,458−3.3% | Reduced |
| NFJ Investment Group, LLC | 73,805 | $39.1M | 1.05% | −49,505−40.1% | Reduced |
| Crosslink Capital Inc | 74,199 | $39.3M | 7.99% | −11,920−13.8% | Reduced |
| Millennium Management LLC | 75,277 | $39.9M | 0.05% | −714,516−90.5% | Reduced |
| Fort Pitt Capital Group, LLC | 75,726 | $40.1M | 1.55% | +26,830+54.9% | Added |
| Optiver Holding B.V. | 78,262 | $41.5M | 1.92% | +78,262 | New |
| Putnam Investments LLC | 78,909 | $41.8M | 0.07% | +5,436+7.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 79,430 | $42.1M | 0.17% | −260.0% | Reduced |
| Public Employees Retirement System of Ohio | 80,102 | $42.5M | 0.18% | −2,602−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 80,458 | $42.7M | 0.15% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 82,220 | $43.6M | 0.88% | +12,935+18.7% | Added |
| RE Advisers Corp | 85,800 | $45.5M | 1.27% | +41,700+94.6% | Added |
| Brandywine Global Investment Management, LLC | 85,880 | $45.5M | 0.37% | −2,663−3.0% | Reduced |
| Standard Life Aberdeen plc | 85,990 | $45.6M | 0.11% | +5,912+7.4% | Added |
| Assenagon Asset Management S.A. | 86,316 | $45.8M | 0.18% | +30,050+53.4% | Added |
| Susquehanna International Group, LLP | 89,286 | $47.3M | 0.07% | −25,298−22.1% | Reduced |
| Erste Asset Management GmbH | 89,607 | $47.4M | 0.91% | +3,354+3.9% | Added |
| Epoch Investment Partners, Inc. | 89,826 | $47.6M | 0.28% | −4,515−4.8% | Reduced |
| Capital Research Global Investors | 90,129 | $47.8M | 0.01% | −175,541−66.1% | Reduced |
| Mariner, LLC | 91,665 | $48.6M | 0.14% | +1,663+1.8% | Added |
| Associated Banc-Corp | 95,569 | $50.7M | 2.04% | −12,178−11.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 96,209 | $51.0M | 1.31% | −58,659−37.9% | Reduced |
| Federated Hermes, Inc. | 97,744 | $51.8M | 0.13% | −288−0.3% | Reduced |
| RWC Asset Management LLP | 98,334 | $52.1M | 1.61% | −3,969−3.9% | Reduced |
| LSV Asset Management | 99,432 | $52.7M | 0.12% | −7,700−7.2% | Reduced |
| Ardevora Asset Management LLP | 100,100 | $53.1M | 0.95% | +100,100 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 100,228 | $53.1M | 0.48% | +100,228 | New |
| Raymond James & Associates | 100,745 | $53.4M | 0.05% | +15,444+18.1% | Added |
| KBC Group NV | 104,153 | $55.2M | 0.23% | +37,367+56.0% | Added |
| Toronto Dominion Bank | 104,962 | $55.6M | 0.09% | −2,588−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 105,785 | $56.1M | 0.03% | +145+0.1% | Added |
| Neuberger Berman Group LLC | 107,840 | $57.2M | 0.05% | +65,393+154.1% | Added |
| Guggenheim Capital LLC | 108,159 | $57.3M | 0.48% | +9,115+9.2% | Added |
| Pinnacle Associates Ltd | 109,569 | $58.1M | 1.19% | −2,968−2.6% | Reduced |
| Blue Whale Capital LLP | 111,000 | $58.8M | 9.73% | −5,500−4.7% | Reduced |
| Captrust Financial Advisors | 111,365 | $59.0M | 0.26% | +3,315+3.1% | Added |
| AXA S.A. | 112,069 | $59.4M | 0.20% | +69,030+160.4% | Added |
| Employees Provident Fund Board | 112,641 | $59.7M | 1.54% | +17,976+19.0% | Added |
| APG Asset Management N.V. | 122,922 | $60.0M | 0.13% | −21,116−14.7% | Reduced |
| NZS Capital, LLC | 113,669 | $60.3M | 3.19% | +26,737+30.8% | Added |
| Schroder Investment Management Group | 115,753 | $61.4M | 0.09% | −17,482−13.1% | Reduced |
| William Blair Investment Management, LLC | 116,906 | $62.0M | 0.22% | +10,845+10.2% | Added |
| Eventide Asset Management, LLC | 116,971 | $62.0M | 1.14% | +1,794+1.6% | Added |
| M&G Investment Management Ltd | 122,106 | $64.7M | 0.46% | −15,377−11.2% | Reduced |
| Sound Shore Management Inc | 123,375 | $65.4M | 2.46% | +28,815+30.5% | Added |
| Artemis Investment Management LLP | 126,801 | $67.1M | 0.83% | +126,801 | New |
| DekaBank Deutsche Girozentrale | 126,709 | $67.2M | 0.17% | −7,568−5.6% | Reduced |
| Jericho Capital Asset Management L.P. | 127,000 | $67.3M | 2.80% | +127,000 | New |
| Korea Investment CORP | 127,843 | $67.8M | 0.20% | +89,181+230.7% | Added |
| Canada Pension Plan Investment Board | 132,564 | $70.3M | 0.11% | −4,900−3.6% | Reduced |
| Frontier Capital Management Co LLC | 133,731 | $70.9M | 0.73% | +8,563+6.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 133,910 | $71.0M | 0.45% | +1,414+1.1% | Added |
| HM Payson & Co | 134,932 | $71.5M | 1.72% | +2,166+1.6% | Added |
| State of Wisconsin Investment Board | 138,071 | $73.2M | 0.22% | +14,053+11.3% | Added |
| Heard Capital LLC | 138,155 | $73.2M | 6.09% | −14,485−9.5% | Reduced |
| Ninety One UK Ltd | 144,036 | $76.4M | 0.24% | −34,422−19.3% | Reduced |
| Russell Investments Group, Ltd. | 150,436 | $79.8M | 0.16% | +19,157+14.6% | Added |
| State Board of Administration of Florida Retirement System | 150,859 | $80.0M | 0.19% | −3,380−2.2% | Reduced |
| New York State Teachers Retirement System | 151,227 | $80.2M | 0.19% | −2,503−1.6% | Reduced |
| ProShare Advisors LLC | 153,273 | $81.3M | 0.25% | +13,530+9.7% | Added |
| Caisse de Depot Et Placement du Quebec | 153,401 | $81.3M | 0.23% | +35,046+29.6% | Added |
| Bank of Montreal | 153,508 | $81.5M | 0.05% | −45,428−22.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 159,074 | $84.3M | 0.21% | +9,441+6.3% | Added |
| Great West Life Assurance Co | 164,308 | $87.2M | 0.22% | −4,269−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165,269 | $87.6M | 0.21% | +21,618+15.0% | Added |
| Theleme Partners LLP | 173,700 | $92.1M | 3.96% | −120,300−40.9% | Reduced |
| Agf Management Ltd | 174,939 | $92.7M | 0.64% | −68,784−28.2% | Reduced |
| AQR Capital Management LLC | 177,145 | $93.5M | 0.21% | +49,417+38.7% | Added |
| BNP Paribas Arbitrage, SA | 177,763 | $94.2M | 0.20% | +81,262+84.2% | Added |
| Nomura Asset Management Co Ltd | 179,610 | $95.2M | 0.50% | +32,875+22.4% | Added |
| 1832 Asset Management L.P. | 183,144 | $97.1M | 0.20% | −16,656−8.3% | Reduced |
| Parnassus Investments | 188,110 | $99.7M | 0.25% | −1,060−0.6% | Reduced |
| SEI Investments Co | 192,296 | $101.9M | 0.19% | +24,416+14.5% | Added |
| Prudential Financial Inc | 245,375 | $102.7M | 0.16% | +112,289+84.4% | Added |
| Swedbank AB | 195,465 | $103.6M | 0.20% | +11,158+6.1% | Added |
| Mackenzie Financial Corp | 200,252 | $106.2M | 0.17% | −12,328−5.8% | Reduced |
| Victory Capital Management Inc | 202,672 | $107.4M | 0.12% | −7,522−3.6% | Reduced |
| Bessemer Group Inc | 202,733 | $107.5M | 0.26% | −651−0.3% | Reduced |
| Holocene Advisors, LP | 204,055 | $108.2M | 0.54% | +176,235+633.5% | Added |
| Citadel Advisors LLC | 207,271 | $109.9M | 0.12% | +162,654+364.6% | Added |
| Avalon Investment & Advisory | 224,749 | $119.1M | 3.26% | −5,608−2.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 227,634 | $120.7M | 0.28% | +459+0.2% | Added |
| California State Teachers Retirement System | 229,577 | $121.7M | 0.18% | −3,771−1.6% | Reduced |
| National Pension Service | 231,737 | $123.1M | 0.22% | +1,069+0.5% | Added |
| Scge Management, L.P. | 235,000 | $124.6M | 3.42% | 00.0% | Unchanged |
| TD Asset Management Inc | 235,263 | $124.7M | 0.15% | −27,358−10.4% | Reduced |
| Allianz Asset Management GmbH | 235,787 | $125.0M | 0.26% | +20,150+9.3% | Added |