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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; 3,143 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.

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: 3,143 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 20263,143$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
Lindenwold Advisors3,795$2.01M1.25%+60+1.6%Added
Blair William & Co3,814$2.02M0.01%+605+18.9%Added
Matisse Capital3,822$2.03M1.31%+400+11.7%Added
Dana Investment Advisors, Inc.3,877$2.06M0.10%−22,963−85.6%Reduced
Empirical Finance, LLC3,901$2.07M0.19%+160+4.3%Added
Rodgers Brothers Inc.3,910$2.07M0.40%+250+6.8%Added
E&G Advisors, LP3,943$2.09M0.77%−20−0.5%Reduced
Nikulski Financial, Inc.3,947$2.09M0.92%+26+0.7%Added
Viking Fund Management LLC4,000$2.12M0.41%00.0%Unchanged
Mill Capital Management, LLC4,005$2.12M0.22%+5+0.1%Added
Nippon Life Global Investors Americas, Inc.4,030$2.14M0.14%00.0%Unchanged
Eagle Asset Management Inc4,032$2.14M0.01%+672+20.0%Added
Ballentine Partners, LLC4,061$2.15M0.05%+62+1.6%Added
Meiji Yasuda Life Insurance Co4,120$2.18M0.04%−263−6.0%Reduced
Wealth Enhancement Advisory Services, LLC4,136$2.19M0.03%+4,136New
Fort Sheridan Advisors LLC4,138$2.19M0.56%+580+16.3%Added
Green Alpha Advisors, LLC4,141$2.20M1.54%+122+3.0%Added
Hoylecohen, LLC4,170$2.21M0.21%−100−2.3%Reduced
Zurich Insurance Group Ltd4,200$2.23M0.03%00.0%Unchanged
Columbia Trust Co 010120164,226$2.24M1.29%−138−3.2%Reduced
Northwestern Mutual Investment Management Company, LLC4,242$2.25M0.06%−32−0.7%Reduced
Perigon Wealth Management, LLC4,255$2.26M0.13%−24−0.6%Reduced
Raymond James Trust N.A.4,278$2.27M0.07%+647+17.8%Added
Nomura Holdings Inc4,294$2.28M0.02%+4,294New
Goodman Advisory Group, LLC4,295$2.28M1.24%+1,653+62.6%Added
TD Waterhouse Canada Inc.4,318$2.28M0.02%−627−12.7%Reduced
Aurora Investment Counsel4,300$2.28M1.49%−29−0.7%Reduced
Versor Investments LP4,302$2.28M0.30%+3,102+258.5%Added
Arkadios Wealth Advisors4,394$2.33M0.28%+104+2.4%Added
Balyasny Asset Management LLC4,438$2.35M0.01%+1,424+47.2%Added
Tiaa, FSB4,475$2.37M0.01%−1,567−25.9%Reduced
Pittenger & Anderson Inc4,527$2.40M0.12%−134−2.9%Reduced
F/M Investments LLC4,530$2.40M2.42%+187+4.3%Added
Groesbeck Investment Management Corp4,541$2.41M3.61%00.0%Unchanged
Ameritas Investment Partners, Inc.4,545$2.41M0.10%00.0%Unchanged
Vinva Investment Management Ltd4,569$2.43M0.21%+4,569New
Trustmark National Bank Trust Department4,601$2.44M0.22%−20−0.4%Reduced
Ostrum Asset Management4,608$2.44M0.21%+4,608New
Mount Capital Ltd4,608$2.44M0.96%−238−4.9%Reduced
Midwest Professional Planners, LTD.4,610$2.44M1.20%+785+20.5%Added
Terra Nova Asset Management LLC4,697$2.49M2.44%+140+3.1%Added
Pacifica Partners Inc.5,112$2.51M1.51%−21−0.4%Reduced
Natixis4,747$2.52M0.02%−15,165−76.2%Reduced
GAM Holding AG4,774$2.53M0.18%+87+1.9%Added
Kentucky Retirement Systems Insurance Trust Fund4,801$2.54M0.21%−108−2.2%Reduced
Empowered Funds, LLC4,827$2.56M0.15%+1,041+27.5%Added
BI Asset Management Fondsmaeglerselskab A/S4,855$2.57M0.07%−14,174−74.5%Reduced
Harvest Volatility Management LLC4,848$2.58M0.52%−912−15.8%Reduced
Sequoia Financial Advisors, LLC4,873$2.58M0.06%+329+7.2%Added
Verition Fund Management LLC4,925$2.61M0.04%+3,460+236.2%Added
Proficio Capital Partners LLC4,988$2.64M0.42%+4,451+828.9%Added
Crown Advisors Management, Inc.5,000$2.65M1.98%00.0%Unchanged
Zimmer Partners, LP5,000$2.65M0.05%+5,000New
Intrust Bank NA5,001$2.65M0.34%+195+4.1%Added
Taika Capital, LP5,225$2.77M1.32%+5,225New
Strategic Financial Services, Inc,5,268$2.79M0.22%−270−4.9%Reduced
Metis Global Partners, LLC5,269$2.79M0.18%+1,388+35.8%Added
Kingsview Wealth Management, LLC5,299$2.81M0.12%+529+11.1%Added
Ashton Thomas Private Wealth, LLC5,304$2.81M0.25%+256+5.1%Added
Malaga Cove Capital, LLC5,311$2.82M1.39%−61−1.1%Reduced
Beacon Pointe Advisors, LLC5,328$2.82M0.05%+4,022+308.0%Added
Banque Cantonale Vaudoise5,339$2.83M0.14%−943−15.0%Reduced
Royal Fund Management, LLC5,402$2.86M0.43%−450−7.7%Reduced
Pathstone Family Office, LLC5,297$2.90M0.05%−2,756−34.2%Reduced
Twin Capital Management Inc5,563$2.95M0.40%−1,011−15.4%Reduced
Van Hulzen Asset Management, LLC5,570$2.95M0.28%−4−0.1%Reduced
TKG Advisors, LLC5,584$2.96M1.84%+5,584New
Hennessy Advisors Inc5,607$2.97M0.22%+87+1.6%Added
United Fire Group Inc5,625$2.98M1.87%00.0%Unchanged
Cinctive Capital Management LP5,680$3.01M0.11%−4,661−45.1%Reduced
Kinneret Advisory, LLC5,680$3.03M0.39%−305−5.1%Reduced
Bristlecone Advisors, LLC5,751$3.05M0.33%+178+3.2%Added
Tru Independence Asset Management 2, LLC5,813$3.08M3.10%+5,813New
Roanoke Asset Management Corp5,825$3.09M1.32%−5−0.1%Reduced
Brinker Capital Investments, LLC5,927$3.14M0.04%+2,204+59.2%Added
Orion Portfolio Solutions, LLC5,927$3.14M0.04%+4,658+367.1%Added
V Wealth Advisors LLC6,021$3.19M0.60%−34−0.6%Reduced
Metropolitan Life Insurance Co6,036$3.20M0.16%−1,533−20.3%Reduced
American Trust Investment Advisors, LLC6,048$3.21M1.93%+10+0.2%Added
Whittier Trust Co6,070$3.22M0.06%−1,342−18.1%Reduced
Monetary Management Group Inc6,081$3.22M0.95%00.0%Unchanged
Sepio Capital, LP6,138$3.25M0.30%+142+2.4%Added
Advisor Partners II, LLC6,222$3.30M0.18%+405+7.0%Added
River Wealth Advisors LLC6,247$3.31M0.60%+1,441+30.0%Added
E. Ohman J:or Asset Management AB6,250$3.31M0.13%+400+6.8%Added
O'Shaughnessy Asset Management, LLC6,290$3.33M0.05%+765+13.8%Added
New Mexico Educational Retirement Board6,293$3.34M0.17%−200−3.1%Reduced
Charter Trust Co6,314$3.35M0.27%−329−5.0%Reduced
Toroso Investments, LLC6,318$3.35M0.11%+377+6.3%Added
Azzad Asset Management Inc6,341$3.36M0.48%+683+12.1%Added
Advisors Asset Management, Inc.6,357$3.37M0.07%−1,345−17.5%Reduced
Ergoteles LLC6,393$3.39M0.13%+6,393New
Prime Capital Investment Advisors, LLC6,415$3.40M0.14%−12,674−66.4%Reduced
Northwest & Ethical Investments L.P.6,587$3.49M0.12%00.0%Unchanged
Moore Capital Management, LP6,600$3.50M0.11%+6,600New
NewSquare Capital LLC6,616$3.51M0.41%+6,613+220,433.3%Added
Quantinno Capital Management LP6,620$3.51M0.23%−50−0.7%Reduced
Veritable, L.P.6,620$3.51M0.06%+569+9.4%Added
Gunderson Capital Management Inc.6,653$3.53M2.62%+6,653New
New Potomac Partners, LLC6,710$3.56M2.47%−17−0.3%Reduced