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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; 3,142 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: 3,142 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 20263,142$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
Mount Yale Investment Advisors, LLC492$260.6K0.03%−2,313−82.5%Reduced
Parkside Financial Bank & Trust492$260.7K0.07%+13+2.7%Added
Ferguson Wellman Capital Management, Inc493$261.3K0.01%+1+0.2%Added
Bellevue Asset Management, LLC499$264.5K0.18%00.0%Unchanged
SignalPoint Asset Management, LLC499$265.0K0.09%+499New
Rockland Trust Co500$265.1K0.02%−57−10.2%Reduced
Selway Asset Management500$265.1K0.13%−50−9.1%Reduced
Equitable Trust Co500$265.1K0.02%00.0%Unchanged
Schaper Benz & Wise Investment Counsel Inc500$265.1K0.03%00.0%Unchanged
Sprott Inc.500$265.1K0.02%00.0%Unchanged
Legal Advantage Investments, Inc.500$265.1K0.19%00.0%Unchanged
Gamco Investors, Inc. Et Al500$265.1K0.00%+500New
Essex Financial Services, Inc.508$269.3K0.03%+508New
Ironwood Investment Counsel, LLC512$271.7K0.06%−30−5.5%Reduced
Guerra Pan Advisors, LLC519$275.3K0.35%00.0%Unchanged
Allstate Corp523$277.3K0.02%−4,781−90.1%Reduced
VeraBank, N.A.528$279.9K0.13%−15−2.8%Reduced
Delta Financial Group, Inc.528$280.0K0.11%00.0%Unchanged
TownSquare Capital, LLC528$280.1K0.01%+528New
One Charles Private Wealth Services, LLC529$280.4K0.17%00.0%Unchanged
Y.D. More Investments Ltd532$282.0K0.07%−321−37.6%Reduced
Townsend & Associates, Inc540$282.9K0.11%+23+4.4%Added
Geller Advisors LLC532$282.9K0.04%+532New
Concord Wealth Partners535$283.6K0.08%+30+5.9%Added
Annex Advisory Services, LLC536$284.1K0.02%−7−1.3%Reduced
Holderness Investments Co536$284.2K0.11%00.0%Unchanged
Braun-Bostich & Associates Inc.538$285.2K0.67%+14+2.7%Added
Kendall Capital Management540$286.0K0.14%−30−5.3%Reduced
Stock Yards Bank & Trust Co546$289.0K0.01%−10−1.8%Reduced
Stillwater Capital Advisors, LLC546$289.2K0.06%00.0%Unchanged
Mutual Advisors, LLC546$289.4K0.01%+37+7.3%Added
Valley Brook Capital Group550$291.6K0.27%00.0%Unchanged
CVA Family Office, LLC552$292.6K0.07%−16−2.8%Reduced
Quent Capital, LLC555$294.2K0.05%+22+4.1%Added
Founders Financial Alliance, LLC594$295.9K0.15%−800−57.4%Reduced
Baker Tilly Wealth Management, LLC559$296.3K0.03%+6+1.1%Added
Resonant Capital Advisors, LLC561$298.2K0.03%−105−15.8%Reduced
Harel Insurance Investments & Financial Services Ltd.563$299.0K0.01%+10+1.8%Added
Gladstone Institutional Advisory LLC567$300.6K0.02%+12+2.2%Added
Provence Wealth Management Group572$303.2K0.20%+572New
Perennial Investment Advisors, LLC575$304.8K0.06%+28+5.1%Added
Cubist Systematic Strategies, LLC575$304.8K0.00%−95,864−99.4%Reduced
BOS Asset Management, LLC575$304.8K0.25%00.0%Unchanged
Evergreen Capital Management LLC575$305.6K0.01%+575New
Lyell Wealth Management, LP583$309.1K0.04%−223−27.7%Reduced
AdvisorNet Financial, Inc585$310.1K0.03%00.0%Unchanged
Fortem Financial Group, LLC588$311.7K0.20%−1,377−70.1%Reduced
Guardian Wealth Advisors, LLC588$312.7K0.05%+88+17.6%Added
Graypoint LLC590$312.7K0.03%+590New
Barings LLC592$313.8K0.01%+592New
Miracle Mile Advisors, LLC593$314.4K0.01%+36+6.5%Added
Aptus Capital Advisors, LLC592$314.9K0.01%−8,282−93.3%Reduced
Legacy Capital Wealth Partners, LLC596$315.7K0.09%+596New
Builder Investment Group Inc600$318.1K0.14%00.0%Unchanged
Capital Performance Advisors LLP600$318.1K0.17%00.0%Unchanged
Capula Management Ltd600$318.1K0.03%+600New
Saranac Partners Ltd600$318.1K0.19%+600New
Allred Capital Management, LLC601$318.4K0.17%−23−3.7%Reduced
Grove Bank & Trust604$320.2K0.07%+34+6.0%Added
Great Diamond Partners, LLC610$323.4K0.09%+35+6.1%Added
Brookfield Asset Management Inc.610$323.4K0.00%+610New
Jump Financial, LLC611$323.9K0.01%−208−25.4%Reduced
Lindbrook Capital, LLC611$323.9K0.04%+142+30.3%Added
Retirement Income Solutions, Inc618$327.6K0.10%−60−8.8%Reduced
Twin Focus Capital Partners, LLC620$328.7K0.07%00.0%Unchanged
Regatta Capital Group, LLC786$330.4K0.12%00.0%Unchanged
Cornercap Investment Counsel Inc626$331.9K0.06%00.0%Unchanged
NorthRock Partners, LLC627$332.4K0.04%−358−36.3%Reduced
Teza Capital Management LLC628$332.9K0.07%+628New
Aft, Forsyth & Company, Inc.630$334.1K0.26%00.0%Unchanged
LJI Wealth Management, LLC637$337.7K0.11%00.0%Unchanged
RMB Capital Management, LLC637$337.7K0.01%+8+1.3%Added
Headlands Technologies LLC644$341.4K0.23%+620+2,583.3%Added
Financial Advisors, LLC650$344.6K0.09%00.0%Unchanged
C2C Wealth Management, LLC696$346.1K0.06%−5−0.7%Reduced
Watershed Private Wealth LLC656$347.8K0.24%00.0%Unchanged
CFM Wealth Partners LLC656$347.8K0.10%+50+8.3%Added
IFP Advisors, Inc1,727$350.4K0.02%−1,901−52.4%Reduced
Oliver Lagore Vanvalin Investment Group664$352.0K0.16%+105+18.8%Added
Segall Bryant & Hamill, LLC666$353.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.841$353.0K0.01%+97+13.0%Added
Congress Wealth Management LLC666$353.1K0.01%−29−4.2%Reduced
Kolinsky Wealth Management, LLC668$354.0K0.38%−20−2.9%Reduced
Tilt Investment Management Holdings, PBC716$357.4K0.26%+93+14.9%Added
HITE Hedge Asset Management LLC675$357.8K0.03%00.0%Unchanged
Prio Wealth Limited Partnership675$357.8K0.01%00.0%Unchanged
New England Research & Management, Inc.675$358.0K0.21%+675New
CWA Asset Management Group, LLC679$360.0K0.03%+679New
Conservest Capital Advisors, Inc.681$361.0K0.04%00.0%Unchanged
Verus Capital Partners, LLC682$361.5K0.06%−83−10.8%Reduced
BSW Wealth Partners682$361.6K0.07%+38+5.9%Added
Balboa Wealth Partners684$362.6K0.14%+156+29.5%Added
Kovack Advisors, Inc.686$363.6K0.05%−196−22.2%Reduced
Fort Point Capital Partners LLC690$365.8K0.06%+3+0.4%Added
Physicians Financial Services, Inc.693$367.0K0.16%+10+1.5%Added
Fukoku Mutual Life Insurance Co695$368.4K0.03%00.0%Unchanged
Krilogy Financial LLC696$369.0K0.03%−65−8.5%Reduced
Shufro Rose & Co LLC700$371.1K0.03%00.0%Unchanged
Lincoln Capital Corp704$373.3K0.22%+704New
Coastal Investment Advisors, Inc.707$374.9K0.09%−12−1.7%Reduced