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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
Handelsbanken Fonder AB42,109$22.3M0.13%+2,506+6.3%Added
Teacher Retirement System of Texas42,068$22.3M0.15%+18,131+75.7%Added
Los Angeles Capital Management LLC41,880$22.2M0.10%+33,389+393.2%Added
Alberta Investment Management Corp41,856$22.2M0.22%+3,000+7.7%Added
Capital Fund Management S.A.41,515$22.0M0.43%−3,844−8.5%Reduced
Swiss Life Asset Management Ltd41,509$22.0M0.33%+6,343+18.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.41,018$21.7M0.08%+11,203+37.6%Added
Vident Investment Advisory, LLC40,427$21.4M0.70%−381−0.9%Reduced
MetLife Investment Management40,203$21.3M0.15%−874−2.1%Reduced
Retirement Systems of Alabama39,883$21.1M0.09%−3,807−8.7%Reduced
State of Michigan Retirement System39,880$21.1M0.14%00.0%Unchanged
Pacer Advisors, Inc.39,049$20.7M0.09%+33,967+668.4%Added
Janney Montgomery Scott LLC38,974$20.7M0.08%+279+0.7%Added
Guinness Asset Management LTD38,818$20.6M0.52%+44+0.1%Added
McGuire Investment Group, LLC37,505$19.9M3.95%−261−0.7%Reduced
Amalgamated Bank37,300$19.8M0.17%−97−0.3%Reduced
Neville Rodie & Shaw Inc37,293$19.8M1.79%−122−0.3%Reduced
Arizona State Retirement System37,238$19.7M0.18%−88−0.2%Reduced
Deroy & Devereaux Private Investment Counsel Inc36,619$19.4M1.48%−294−0.8%Reduced
Federation des caisses Desjardins du Quebec36,216$19.2M0.21%−970−2.6%Reduced
State of Tennessee, Treasury Department35,514$18.8M0.08%−1,580−4.3%Reduced
Commonwealth Equity Services, LLC35,217$18.7M0.04%+975+2.8%Added
USS Investment Management Ltd34,934$18.5M0.26%+371+1.1%Added
AMF Pensionsforsakring AB34,703$18.4M0.19%+11,375+48.8%Added
CIBC Asset Management Inc34,506$18.3M0.07%+200+0.6%Added
ING Groep NV33,986$18.0M0.17%−9,225−21.3%Reduced
Worldquant Millennium Advisors LLC33,643$17.8M0.33%−128,041−79.2%Reduced
Xponance, Inc.33,479$17.7M0.26%+248+0.7%Added
Pinebridge Investments, L.P.33,379$17.7M0.20%+6,419+23.8%Added
Walleye Capital LLC32,762$17.4M0.35%+29,235+828.9%Added
Rockefeller Capital Management L.P.32,238$17.1M0.07%+834+2.7%Added
Mercer Global Advisors Inc31,335$16.6M0.08%+144+0.5%Added
Skandinaviska Enskilda Banken AB (publ)31,099$16.5M0.12%−8,105−20.7%Reduced
Group One Trading, L.P.30,527$16.2M0.77%+30,527New
Great Lakes Advisors, LLC30,296$16.1M0.15%−8,953−22.8%Reduced
South Dakota Investment Council30,152$16.0M0.34%00.0%Unchanged
Cerity Partners LLC31,312$15.9M0.07%+2,577+9.0%Added
Empire Life Investments Inc.29,856$15.8M1.13%+134+0.5%Added
Badgley Phelps Wealth Managers, LLC29,852$15.8M0.58%+377+1.3%Added
Westpac Banking Corp29,842$15.8M0.21%+9,360+45.7%Added
Marlowe Partners LP29,689$15.7M21.37%−10,298−25.8%Reduced
Williams Jones Wealth Management, LLC.29,369$15.6M0.24%−15−0.1%Reduced
TCW Group Inc29,131$15.4M0.20%+605+2.1%Added
Macquarie Group Ltd28,910$15.3M0.02%+4,076+16.4%Added
Forsta Ap-Fonden28,900$15.3M0.18%−19,100−39.8%Reduced
Leuthold Group, LLC28,678$15.2M2.01%−646−2.2%Reduced
Raymond James Financial Services Advisors, Inc.28,633$15.2M0.03%−2,243−7.3%Reduced
Texas Permanent School Fund28,117$14.9M0.15%+8,755+45.2%Added
Man Group plc–$14.9M0.05%––
Foster Victor Wealth Advisors, LLC29,206$14.7M1.79%+335+1.2%Added
Cincinnati Financial Corp27,724$14.7M0.36%00.0%Unchanged
Gotham Asset Management, LLC27,707$14.7M0.36%−9,352−25.2%Reduced
Virginia Retirement Systems Et Al27,552$14.6M0.15%+15,352+125.8%Added
First Republic Investment Management, Inc.27,253$14.4M0.03%+6,692+32.5%Added
Moneta Group Investment Advisors LLC26,823$14.2M0.34%+4,098+18.0%Added
Nissay Asset Management Corp26,813$14.2M0.13%+2,990+12.6%Added
Clough Capital Partners L P26,690$14.1M1.52%+3,830+16.8%Added
CI Private Wealth, LLC26,240$13.9M0.04%+3,219+14.0%Added
DnB Asset Management AS26,108$13.8M0.09%−83,533−76.2%Reduced
ClariVest Asset Management LLC26,031$13.8M0.62%−1,505−5.5%Reduced
Burney Co25,973$13.8M0.68%−678−2.5%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund25,926$13.7M0.19%−600−2.3%Reduced
IFM Investors Pty Ltd25,702$13.6M0.21%+793+3.2%Added
Oregon Public Employees Retirement Fund25,358$13.4M0.17%−1,290−4.8%Reduced
Huntington National Bank25,341$13.4M0.13%−2,207−8.0%Reduced
Cullen/Frost Bankers, Inc.25,285$13.4M0.24%−900−3.4%Reduced
Glenmede Trust Co NA25,046$13.3M0.08%+2,404+10.6%Added
CIBC World Markets Inc.24,798$13.1M0.05%+3,391+15.8%Added
Wellington Management Group LLP24,307$12.9M0.00%−1,848−7.1%Reduced
Utah Retirement Systems23,985$12.7M0.18%−339−1.4%Reduced
Linscomb & Williams, Inc.23,757$12.6M0.66%−249−1.0%Reduced
Mutual of America Capital Management LLC23,268$12.3M0.15%−297−1.3%Reduced
Public Sector Pension Investment Board23,187$12.3M0.09%−1,154−4.7%Reduced
Daiwa Securities Group Inc.23,051$12.2M0.08%+7,603+49.2%Added
State of Alaska, Department of Revenue22,958$12.2M0.14%−518−2.2%Reduced
Stephens Inc22,932$12.2M0.23%+1,710+8.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys22,875$12.1M0.10%−178−0.8%Reduced
FIL Ltd22,850$12.1M0.01%+2,538+12.5%Added
Transform Wealth, LLC22,592$12.0M1.13%−316−1.4%Reduced
Panagora Asset Management Inc22,471$11.9M0.08%+17,556+357.2%Added
National Asset Management, Inc.22,214$11.8M0.31%+1,816+8.9%Added
Public Employees Retirement Association of Colorado22,038$11.7M0.06%−712−3.1%Reduced
Yousif Capital Management, LLC21,756$11.5M0.15%−1,102−4.8%Reduced
MBB Public Markets I LLC21,635$11.5M0.66%−185−0.8%Reduced
New York Life Investment Management LLC21,333$11.3M0.13%−199−0.9%Reduced
Andra AP-fonden21,100$11.2M0.29%+2,700+14.7%Added
Fuller & Thaler Asset Management, Inc.21,044$11.2M0.06%+1,114+5.6%Added
FourThought Financial Partners, LLC20,979$11.1M1.53%+986+4.9%Added
Ossiam20,719$11.0M0.23%+18,560+859.7%Added
Bridgewater Associates, LP20,637$10.9M0.07%+19,758+2,247.8%Added
Exane Asset Management20,579$10.9M6.21%+20,579New
NewEdge Wealth, LLC20,334$10.8M0.41%+1,099+5.7%Added
Liontrust Investment Partners LLP20,200$10.7M0.16%+18,900+1,453.8%Added
Baker Avenue Asset Management, LP19,496$10.3M0.56%−845−4.2%Reduced
Lido Advisors, LLC19,204$10.2M0.14%+3,744+24.2%Added
Harvard Management Co Inc19,131$10.1M1.07%00.0%Unchanged
Tudor Investment Corp Et Al18,484$9.80M0.19%+15,654+553.1%Added
Gratus Capital LLC18,446$9.78M0.75%−5,802−23.9%Reduced
Harber Asset Management LLC18,362$9.73M2.63%−22,255−54.8%Reduced
Terry L. Blaker18,262$9.68M0.86%+478+2.7%Added