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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 6 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 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 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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
Psagot Value Holdings Ltd. / (Israel)23$12.0K0.01%+23New
Front Row Advisors LLC20$11.0K0.01%+6+42.9%Added
Brown, Lisle/Cummings, Inc.20$10.6K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC19$10.2K0.00%−50−72.5%Reduced
ICA Group Wealth Management, LLC19$10.1K0.00%−100−84.0%Reduced
Carmichael Hill & Associates, Inc.19$10.1K0.01%00.0%Unchanged
SJS Investment Consulting Inc.19$10.1K0.00%+3+18.8%Added
South State Corp.19$10.1K0.00%−26−57.8%Reduced
Sound Income Strategies, LLC19$10.1K0.00%00.0%Unchanged
Hantz Financial Services, Inc.19$10.0K0.00%00.0%Unchanged
Global Wealth Strategies & Associates17$9.01K0.00%00.0%Unchanged
Eagle Bay Advisors LLC16$8.48K0.00%−8−33.3%Reduced
Missouri Trust & Investment Co16$8.48K0.01%−4−20.0%Reduced
Motco16$8.48K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC15$8.00K0.00%−218−93.6%Reduced
Retirement Group, LLC15$8.00K0.00%+15New
Stonebridge Capital Advisors LLC15$7.95K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC15$7.95K0.00%00.0%Unchanged
Syverson Strege & Co15$7.95K0.00%+15New
BerganKDV Wealth Management, LLC14$7.51K0.00%00.0%Unchanged
TFC Financial Management14$7.42K0.00%+2+16.7%Added
Carmel Capital Partners, LLC14$7.42K0.00%+14New
Rise Advisors, LLC12$6.50K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.11$5.83K0.00%00.0%Unchanged
Disciplined Investments, LLC11$5.83K0.00%+1+10.0%Added
Versant Capital Management, Inc10$5.30K0.00%−9−47.4%Reduced
Legend Financial Advisors, Inc.10$5.30K0.00%−5−33.3%Reduced
Berkshire Capital Holdings Inc10$5.30K0.00%00.0%Unchanged
Washington Trust Co10$5.30K0.00%+10New
Jackson, Grant Investment Advisers, Inc.10$5.30K0.00%+10New
Red Tortoise LLC9$4.77K0.00%00.0%Unchanged
Private Ocean, LLC8$4.31K0.00%+8New
Roble, Belko & Company, Inc7$4.00K0.00%00.0%Unchanged
Cowen Prime Advisors LLC8$4.00K0.00%+8New
Solstein Capital, LLC7$3.71K0.00%00.0%Unchanged
Dark Forest Capital Management LP7$3.71K0.00%+7New
Grey Fox Wealth Advisors, LLC6$3.19K0.00%+6New
Nalls Sherbakoff Group, LLC6$3.19K0.00%+6New
North Star Investment Management Corp.5$2.65K0.00%00.0%Unchanged
MCF Advisors LLC5$2.65K0.00%00.0%Unchanged
Dakota Community Bank & Trust NA5$2.65K0.02%00.0%Unchanged
Trifecta Capital Advisors, LLC4$2.12K0.00%00.0%Unchanged
Quarry LP4$2.12K0.00%−28−87.5%Reduced
Country Trust Bank4$2.12K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC4$2.12K0.00%+4New
RE Dickinson Investment Advisors, LLC4$2.00K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.3$1.59K0.00%−1−25.0%Reduced
True Wealth Design, LLC3$1.59K0.00%+1+50.0%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP3$1.59K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.3$1.59K0.00%+3New
SRS Capital Advisors, Inc.2$1.06K0.00%00.0%Unchanged
Highline Wealth Partners LLC2$1.06K0.00%00.0%Unchanged
Old North State Trust, LLC2$1.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC1$1.00K0.00%+1New
Horrell Capital Management, Inc.1$1.00K0.00%+1New
Baldrige Asset Management LLC1$1.00K0.00%+1New
Avion Wealth4$1.00K0.00%+4New
Delos Wealth Advisors, LLC1$5310.00%00.0%Unchanged
AllSquare Wealth Management LLC1$5300.00%−75−98.7%Reduced
Tfo-TDC, LLC1$5300.00%−51−98.1%Reduced
Pinnacle Financial Partners Inc1$5300.00%00.0%Unchanged
WestEnd Advisors, LLC–$5300.00%––
USA Financial Portformulas Corp1$5300.00%+1New
25 LLC1$5270.00%+1New
Sofos Investments, Inc.530$2560.01%+110+26.2%Added
Strengthening Families & Communities, LLC932––+77+9.0%Added
Whale Rock Capital Management LLC0$00.00%−120,689−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−101,196−100.0%Sold out
KCL Capital, L.P.0$00.00%−85,000−100.0%Sold out
Southpoint Capital Advisors LP0$00.00%−50,000−100.0%Sold out
J. Goldman & Co LP0$00.00%−48,165−100.0%Sold out
United Services Automobile Association0$00.00%−27,180−100.0%Sold out
Quadrature Capital Ltd0$00.00%−26,430−100.0%Sold out
Ariose Capital Management Ltd0$00.00%−25,047−100.0%Sold out
Rheos Capital Works Inc.0$00.00%−22,100−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−21,500−100.0%Sold out
One01 Capital, LP0$00.00%−20,437−100.0%Sold out
HRT Financial LP0$00.00%−15,406−100.0%Sold out
Marshall Wace, LLP0$00.00%−14,604−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−10,569−100.0%Sold out
Threadgill Financial, LLC0$00.00%−9,411−100.0%Sold out
Point72 Middle East FZE0$00.00%−8,168−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−7,500−100.0%Sold out
Duality Advisers, LP0$00.00%−7,439−100.0%Sold out
Caas Capital Management LP0$00.00%−7,296−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−7,250−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−7,186−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−6,831−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−6,552−100.0%Sold out
Carmignac Gestion0$00.00%−6,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−4,852−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−4,428−100.0%Sold out
Marex Group plc0$00.00%−4,390−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−4,242−100.0%Sold out
Connable Office Inc0$00.00%−4,217−100.0%Sold out
Paloma Partners Management Co0$00.00%−3,736−100.0%Sold out
Park Avenue Securities LLC0$00.00%−3,688−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−3,469−100.0%Sold out
FORA Capital, LLC0$00.00%−3,175−100.0%Sold out
Gyroscope Capital Management Group, LLC0$00.00%−3,172−100.0%Sold out