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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 133,910 | $71.0M | 0.45% | +1,414+1.1% | Added |
| Frontier Capital Management Co LLC | 133,731 | $70.9M | 0.73% | +8,563+6.8% | Added |
| Canada Pension Plan Investment Board | 132,564 | $70.3M | 0.11% | −4,900−3.6% | Reduced |
| Korea Investment CORP | 127,843 | $67.8M | 0.20% | +89,181+230.7% | Added |
| Jericho Capital Asset Management L.P. | 127,000 | $67.3M | 2.80% | +127,000 | New |
| DekaBank Deutsche Girozentrale | 126,709 | $67.2M | 0.17% | −7,568−5.6% | Reduced |
| Artemis Investment Management LLP | 126,801 | $67.1M | 0.83% | +126,801 | New |
| Sound Shore Management Inc | 123,375 | $65.4M | 2.46% | +28,815+30.5% | Added |
| M&G Investment Management Ltd | 122,106 | $64.7M | 0.46% | −15,377−11.2% | Reduced |
| Eventide Asset Management, LLC | 116,971 | $62.0M | 1.14% | +1,794+1.6% | Added |
| William Blair Investment Management, LLC | 116,906 | $62.0M | 0.22% | +10,845+10.2% | Added |
| Schroder Investment Management Group | 115,753 | $61.4M | 0.09% | −17,482−13.1% | Reduced |
| NZS Capital, LLC | 113,669 | $60.3M | 3.19% | +26,737+30.8% | Added |
| APG Asset Management N.V. | 122,922 | $60.0M | 0.13% | −21,116−14.7% | Reduced |
| Employees Provident Fund Board | 112,641 | $59.7M | 1.54% | +17,976+19.0% | Added |
| AXA S.A. | 112,069 | $59.4M | 0.20% | +69,030+160.4% | Added |
| Captrust Financial Advisors | 111,365 | $59.0M | 0.26% | +3,315+3.1% | Added |
| Blue Whale Capital LLP | 111,000 | $58.8M | 9.73% | −5,500−4.7% | Reduced |
| Pinnacle Associates Ltd | 109,569 | $58.1M | 1.19% | −2,968−2.6% | Reduced |
| Guggenheim Capital LLC | 108,159 | $57.3M | 0.48% | +9,115+9.2% | Added |
| Neuberger Berman Group LLC | 107,840 | $57.2M | 0.05% | +65,393+154.1% | Added |
| Manufacturers Life Insurance Company, The | 105,785 | $56.1M | 0.03% | +145+0.1% | Added |
| Toronto Dominion Bank | 104,962 | $55.6M | 0.09% | −2,588−2.4% | Reduced |
| KBC Group NV | 104,153 | $55.2M | 0.23% | +37,367+56.0% | Added |
| Raymond James & Associates | 100,745 | $53.4M | 0.05% | +15,444+18.1% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 100,228 | $53.1M | 0.48% | +100,228 | New |
| Ardevora Asset Management LLP | 100,100 | $53.1M | 0.95% | +100,100 | New |
| LSV Asset Management | 99,432 | $52.7M | 0.12% | −7,700−7.2% | Reduced |
| RWC Asset Management LLP | 98,334 | $52.1M | 1.61% | −3,969−3.9% | Reduced |
| Federated Hermes, Inc. | 97,744 | $51.8M | 0.13% | −288−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 96,209 | $51.0M | 1.31% | −58,659−37.9% | Reduced |
| Associated Banc-Corp | 95,569 | $50.7M | 2.04% | −12,178−11.3% | Reduced |
| Mariner, LLC | 91,665 | $48.6M | 0.14% | +1,663+1.8% | Added |
| Capital Research Global Investors | 90,129 | $47.8M | 0.01% | −175,541−66.1% | Reduced |
| Epoch Investment Partners, Inc. | 89,826 | $47.6M | 0.28% | −4,515−4.8% | Reduced |
| Erste Asset Management GmbH | 89,607 | $47.4M | 0.91% | +3,354+3.9% | Added |
| Susquehanna International Group, LLP | 89,286 | $47.3M | 0.07% | −25,298−22.1% | Reduced |
| Assenagon Asset Management S.A. | 86,316 | $45.8M | 0.18% | +30,050+53.4% | Added |
| Standard Life Aberdeen plc | 85,990 | $45.6M | 0.11% | +5,912+7.4% | Added |
| Brandywine Global Investment Management, LLC | 85,880 | $45.5M | 0.37% | −2,663−3.0% | Reduced |
| RE Advisers Corp | 85,800 | $45.5M | 1.27% | +41,700+94.6% | Added |
| Nicholas Company, Inc. | 82,220 | $43.6M | 0.88% | +12,935+18.7% | Added |
| State of New Jersey Common Pension Fund D | 80,458 | $42.7M | 0.15% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 80,102 | $42.5M | 0.18% | −2,602−3.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 79,430 | $42.1M | 0.17% | −260.0% | Reduced |
| Putnam Investments LLC | 78,909 | $41.8M | 0.07% | +5,436+7.4% | Added |
| Optiver Holding B.V. | 78,262 | $41.5M | 1.92% | +78,262 | New |
| Fort Pitt Capital Group, LLC | 75,726 | $40.1M | 1.55% | +26,830+54.9% | Added |
| Millennium Management LLC | 75,277 | $39.9M | 0.05% | −714,516−90.5% | Reduced |
| Crosslink Capital Inc | 74,199 | $39.3M | 7.99% | −11,920−13.8% | Reduced |
| NFJ Investment Group, LLC | 73,805 | $39.1M | 1.05% | −49,505−40.1% | Reduced |
| Truist Financial Corp | 72,955 | $38.7M | 0.07% | −2,458−3.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 72,789 | $38.6M | 0.07% | −2,840−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 71,803 | $38.1M | 0.05% | −870−1.2% | Reduced |
| Natixis Advisors, L.P. | 71,495 | $37.9M | 0.13% | +3,607+5.3% | Added |
| Braun Stacey Associates Inc | 69,826 | $37.0M | 0.97% | +37,393+115.3% | Added |
| Mn Services Vermogensbeheer B.V. | 69,784 | $37.0M | 0.38% | +3,200+4.8% | Added |
| STRS Ohio | 69,570 | $36.9M | 0.16% | −50,005−41.8% | Reduced |
| Storebrand Asset Management AS | 68,800 | $36.5M | 0.18% | +1,543+2.3% | Added |
| Stifel Financial Corp | 67,286 | $35.7M | 0.05% | −2,875−4.1% | Reduced |
| Vaughan David Investments LLC | 66,049 | $35.0M | 1.06% | +810+1.2% | Added |
| Ci Investments Inc. | 65,606 | $34.8M | 0.17% | −3,106−4.5% | Reduced |
| Treasurer of the State of North Carolina | 64,997 | $34.5M | 0.20% | −568−0.9% | Reduced |
| Walleye Trading LLC | 62,575 | $33.2M | 1.18% | −2,706−4.1% | Reduced |
| Triple Frond Partners LLC | 62,060 | $32.9M | 4.80% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 61,930 | $32.8M | 0.08% | −10,150−14.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 61,020 | $32.3M | 0.94% | −50,252−45.2% | Reduced |
| HighTower Advisors, LLC | 60,881 | $32.3M | 0.07% | +12,126+24.9% | Added |
| Aviva PLC | 60,533 | $32.1M | 0.15% | +2,651+4.6% | Added |
| Flputnam Investment Management Co | 60,132 | $31.9M | 1.04% | +13,682+29.5% | Added |
| LPL Financial LLC | 59,303 | $31.4M | 0.02% | +4,566+8.3% | Added |
| Asset Management One Co.,Ltd. | 59,225 | $31.4M | 0.14% | +1,310+2.3% | Added |
| Castleark Management LLC | 58,475 | $31.0M | 1.52% | −915−1.5% | Reduced |
| Intech Investment Management LLC | 57,817 | $30.6M | 0.25% | +3,009+5.5% | Added |
| Coronation Fund Managers Ltd. | 56,625 | $30.0M | 0.80% | −4,700−7.7% | Reduced |
| Tybourne Capital Management (HK) Ltd | 55,779 | $29.6M | 2.98% | −7,421−11.7% | Reduced |
| ARS Investment Partners, LLC | 55,083 | $29.2M | 3.51% | +372+0.7% | Added |
| Capital International Investors | 54,790 | $29.0M | 0.01% | −1,518−2.7% | Reduced |
| American Century Companies Inc | 54,121 | $28.6M | 0.02% | +6,056+12.6% | Added |
| Robeco Institutional Asset Management B.V. | 53,580 | $28.4M | 0.08% | −1,624−2.9% | Reduced |
| Twin Tree Management, LP | 51,245 | $27.2M | 0.77% | +51,245 | New |
| Royal London Asset Management Ltd | 50,174 | $26.5M | 0.11% | +959+1.9% | Added |
| Nisa Investment Advisors, LLC | 49,733 | $26.4M | 0.21% | +4,059+8.9% | Added |
| Jane Street Group, LLC | 49,536 | $26.3M | 0.05% | −71,673−59.1% | Reduced |
| Ensign Peak Advisors, Inc | 49,059 | $26.0M | 0.06% | +4,405+9.9% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $25.9M | 1.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,719 | $25.8M | 0.13% | +2,371+5.1% | Added |
| Baird Financial Group, Inc. | 48,038 | $25.5M | 0.06% | +2,117+4.6% | Added |
| Capco Asset Management, LLC | 47,453 | $25.2M | 6.58% | −12,789−21.2% | Reduced |
| American International Group, Inc. | 47,129 | $25.0M | 0.16% | −265−0.6% | Reduced |
| Creative Planning | 47,091 | $25.0M | 0.04% | +926+2.0% | Added |
| Colony Group LLC | 46,796 | $24.8M | 0.37% | +1,320+2.9% | Added |
| US Bancorp | 46,783 | $24.8M | 0.04% | +270+0.6% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $24.1M | 0.02% | 00.0% | Unchanged |
| Arvest Trust Co N A | 45,489 | $24.1M | 1.50% | −2,324−4.9% | Reduced |
| Harbor Island Capital LLC | 45,328 | $24.0M | 13.20% | −180−0.4% | Reduced |
| Vontobel Holding Ltd. | 43,699 | $23.2M | 0.22% | −5,842−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 43,672 | $23.2M | 0.04% | −89,240−67.1% | Reduced |
| Advisor Group Holdings, Inc. | 43,136 | $22.9M | 0.04% | −1,795−4.0% | Reduced |
| Eisler Capital (UK) Ltd. | 42,302 | $22.4M | 1.94% | +42,302 | New |