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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 237,593 | $126.0M | 0.28% | −67,192−22.0% | Reduced |
| New York State Common Retirement Fund | 241,016 | $127.8M | 0.17% | −4,886−2.0% | Reduced |
| Principal Financial Group Inc | 245,136 | $130.0M | 0.09% | +2,982+1.2% | Added |
| Cincinnati Insurance Co | 249,211 | $132.1M | 2.65% | 00.0% | Unchanged |
| Jennison Associates LLC | 254,977 | $135.2M | 0.12% | +22,752+9.8% | Added |
| Credit Suisse AG | 262,806 | $139.3M | 0.14% | +16,189+6.6% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $142.7M | 23.98% | 00.0% | Unchanged |
| Rhumbline Advisers | 272,647 | $144.5M | 0.18% | +3,706+1.4% | Added |
| California Public Employees Retirement System | 276,064 | $146.3M | 0.13% | −44,132−13.8% | Reduced |
| HSBC Holdings PLC | 282,904 | $149.9M | 0.19% | −31,038−9.9% | Reduced |
| Barclays PLC | 289,045 | $153.2M | 0.16% | −549,595−65.5% | Reduced |
| Vulcan Value Partners, LLC | 290,012 | $153.6M | 1.94% | −42,082−12.7% | Reduced |
| Citigroup Inc | 298,756 | $158.4M | 0.21% | +22,581+8.2% | Added |
| Royal Bank of Canada | 301,223 | $159.7M | 0.05% | −94,111−23.8% | Reduced |
| Envestnet Asset Management Inc | 3,507,601 | $169.1M | 0.08% | +3,193,985+1,018.4% | Added |
| The PNC Financial Services Group, Inc. | 333,993 | $177.1M | 0.16% | +4,037+1.2% | Added |
| Lord, Abbett & Co. LLC | 334,428 | $177.3M | 0.64% | +205,928+160.3% | Added |
| Rafferty Asset Management, LLC | 349,580 | $185.3M | 1.26% | +64,367+22.6% | Added |
| Alliancebernstein L.P. | 351,862 | $186.5M | 0.08% | +133,926+61.5% | Added |
| Aspex Management (HK) Ltd | 370,000 | $196.1M | 4.82% | +40,000+12.1% | Added |
| Nordea Investment Management AB | 410,495 | $216.6M | 0.32% | −34,956−7.8% | Reduced |
| Boston Partners | 412,451 | $218.3M | 0.30% | −6,574−1.6% | Reduced |
| Alkeon Capital Management LLC | 417,541 | $221.3M | 1.42% | −185,706−30.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 418,302 | $221.8M | 0.17% | −50,208−10.7% | Reduced |
| UBS Group AG | 518,961 | $275.1M | 0.13% | −2,273−0.4% | Reduced |
| Deutsche Bank AG | 520,993 | $276.2M | 0.15% | +97,920+23.1% | Added |
| Pictet Asset Management SA | 525,799 | $278.7M | 0.35% | −275,073−34.3% | Reduced |
| Swiss National Bank | 541,400 | $287.0M | 0.20% | −15,400−2.8% | Reduced |
| First Trust Advisors LP | 550,845 | $292.0M | 0.34% | +28,237+5.4% | Added |
| Sanders Capital, LLC | 673,145 | $356.8M | 0.85% | +27,951+4.3% | Added |
| Dimensional Fund Advisors LP | 715,721 | $379.4M | 0.13% | +13,454+1.9% | Added |
| Wells Fargo & Company | 739,602 | $392.1M | 0.12% | −10,555−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 757,570 | $401.6M | 0.12% | +13,781+1.9% | Added |
| UBS Asset Management Americas Inc | 789,939 | $418.8M | 0.20% | −6,758−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 790,011 | $418.8M | 2.13% | +24,677+3.2% | Added |
| Voya Investment Management LLC | 796,565 | $422.3M | 0.45% | −74,469−8.5% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 827,547 | $438.7M | 2.92% | +346,867+72.2% | Added |
| Winslow Capital Management, LLC | 844,916 | $447.9M | 2.29% | +93,239+12.4% | Added |
| WCM Investment Management, LLC | 848,145 | $449.6M | 1.44% | −33,154−3.8% | Reduced |
| Franklin Resources Inc | 923,343 | $489.5M | 0.25% | +5,172+0.6% | Added |
| Artisan Partners Limited Partnership | 924,782 | $490.2M | 0.81% | −43,737−4.5% | Reduced |
| Legal & General Group Plc | 996,629 | $528.3M | 0.19% | +5,104+0.5% | Added |
| Goldman Sachs Group Inc | 1,000,620 | $530.4M | 0.14% | +25,302+2.6% | Added |
| Nuveen Asset Management, LLC | 1,127,922 | $597.9M | 0.22% | −511,778−31.2% | Reduced |
| Van Eck Associates Corp | 1,158,167 | $614.0M | 1.40% | +29,472+2.6% | Added |
| Massachusetts Financial Services Co | 1,165,838 | $618.0M | 0.21% | +22,505+2.0% | Added |
| Amundi | 1,279,976 | $642.6M | 0.35% | −82,770−6.1% | Reduced |
| Bank of New York Mellon Corp | 1,365,708 | $724.0M | 0.16% | −74,710−5.2% | Reduced |
| Bank of America Corp | 1,410,688 | $747.8M | 0.09% | +385,635+37.6% | Added |
| Northern Trust Corp | 1,496,856 | $793.5M | 0.16% | −26,423−1.7% | Reduced |
| Norges Bank | 1,610,664 | $853.8M | 0.19% | +137,369+9.3% | Added |
| Invesco Ltd. | 1,687,872 | $894.8M | 0.25% | +163,165+10.7% | Added |
| Morgan Stanley | 1,701,223 | $901.9M | 0.10% | +50,139+3.0% | Added |
| GQG Partners LLC | 1,722,875 | $913.3M | 2.39% | +1,722,875 | New |
| Sands Capital Management, LLC | 2,229,038 | $1.18B | 3.89% | −129,268−5.5% | Reduced |
| Geode Capital Management, LLC | 2,542,805 | $1.35B | 0.17% | +19,280+0.8% | Added |
| Janus Henderson Group PLC | 2,602,801 | $1.38B | 0.91% | +6,451+0.2% | Added |
| Fisher Asset Management, LLC | 2,700,722 | $1.43B | 0.87% | +58,863+2.2% | Added |
| JPMorgan Chase & Co | 3,519,188 | $1.87B | 0.24% | −240,891−6.4% | Reduced |
| Price T Rowe Associates Inc | 3,918,071 | $2.08B | 0.31% | +528,586+15.6% | Added |
| FMR LLC | 4,681,662 | $2.48B | 0.23% | +32,108+0.7% | Added |
| Ameriprise Financial Inc | 5,615,253 | $2.98B | 0.98% | +632,690+12.7% | Added |
| State Street Corp | 5,697,200 | $3.03B | 0.17% | +92,606+1.7% | Added |
| BlackRock Inc. | 10,790,100 | $5.72B | 0.17% | −237,083−2.1% | Reduced |
| Vanguard Group Inc | 11,770,774 | $6.24B | 0.16% | −17,493−0.1% | Reduced |
| Strengthening Families & Communities, LLC | 932 | – | – | +77+9.0% | Added |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −120,689−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −101,196−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −48,165−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −27,180−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,430−100.0% | Sold out |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −25,047−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| One01 Capital, LP | 0 | $0 | 0.00% | −20,437−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,406−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,604−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,569−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −9,411−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,168−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,439−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −7,296−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,186−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,552−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,852−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −4,217−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |