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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 18,074 | $9.58M | 0.04% | −702−3.7% | Reduced |
| Connectus Wealth, LLC | 17,995 | $9.54M | 0.23% | +3,812+26.9% | Added |
| Gulf International Bank (UK) Ltd | 17,967 | $9.52M | 0.20% | −5,153−22.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,933 | $9.51M | 0.22% | 00.0% | Unchanged |
| Calamos Advisors LLC | 17,340 | $9.19M | 0.05% | −11,784−40.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,261 | $9.15M | 0.02% | +1,087+6.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 17,256 | $9.15M | 1.37% | +180+1.1% | Added |
| Hosking Partners LLP | 17,220 | $9.13M | 0.42% | −3,462−16.7% | Reduced |
| Cornerstone Advisors, LLC | 17,000 | $9.01M | 0.42% | 00.0% | Unchanged |
| Foundry Partners, LLC | 16,895 | $8.96M | 0.56% | −7,915−31.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,881 | $8.95M | 1.04% | −187−1.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $8.91M | 2.01% | −22−0.1% | Reduced |
| Fifth Third Bancorp | 16,708 | $8.86M | 0.04% | −11,506−40.8% | Reduced |
| Cozad Asset Management Inc | 16,646 | $8.82M | 1.17% | +660+4.1% | Added |
| BTC Capital Management, Inc. | 16,507 | $8.74M | 1.01% | +252+1.6% | Added |
| CIBC World Markets Corp | 16,319 | $8.65M | 0.14% | −7,611−31.8% | Reduced |
| Seizert Capital Partners, LLC | 16,293 | $8.64M | 0.48% | −2,275−12.3% | Reduced |
| Meeder Asset Management Inc | 16,123 | $8.55M | 0.68% | +7,955+97.4% | Added |
| Banque Pictet & Cie SA | 16,111 | $8.54M | 0.08% | −10.0% | Reduced |
| Marco Investment Management LLC | 16,039 | $8.50M | 0.96% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 16,009 | $8.49M | 0.36% | −3,364−17.4% | Reduced |
| Czech National Bank | 15,896 | $8.43M | 0.21% | −67−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 17,094 | $8.34M | 0.06% | −275−1.6% | Reduced |
| LMCG Investments, LLC | 15,698 | $8.32M | 0.56% | +178+1.1% | Added |
| La Banque Postale Asset Management SA | 15,680 | $8.31M | 0.21% | −274−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,572 | $8.25M | 0.10% | −9,121−36.9% | Reduced |
| Louisiana State Employees Retirement System | 15,500 | $8.22M | 0.21% | −100−0.6% | Reduced |
| Achmea Investment Management B.V. | 15,416 | $8.17M | 0.24% | +380+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 15,058 | $7.98M | 0.14% | +265+1.8% | Added |
| Governors Lane LP | 14,800 | $7.85M | 1.16% | +14,800 | New |
| YHB Investment Advisors, Inc. | 14,715 | $7.80M | 0.78% | −14−0.1% | Reduced |
| Platinum Investment Management Ltd | 14,572 | $7.72M | 0.27% | −86−0.6% | Reduced |
| Cable Hill Partners, LLC | 14,472 | $7.70M | 1.25% | +13+0.1% | Added |
| 3G Capital Partners LP | 14,500 | $7.69M | 10.00% | −15,500−51.7% | Reduced |
| Baker Ellis Asset Management LLC | 14,235 | $7.55M | 1.35% | +418+3.0% | Added |
| National Bank of Canada | 14,169 | $7.49M | 0.02% | −13,298−48.4% | Reduced |
| Assetmark, Inc | 14,049 | $7.45M | 0.03% | −1,165−7.7% | Reduced |
| Ieq Capital, LLC | 14,031 | $7.44M | 0.17% | +1,099+8.5% | Added |
| CTC LLC | 13,982 | $7.43M | 0.24% | +13,982 | New |
| Kerrisdale Advisers, LLC | 14,007 | $7.43M | 2.20% | −5,001−26.3% | Reduced |
| United Capital Financial Advisers, LLC | 13,863 | $7.35M | 0.04% | −533−3.7% | Reduced |
| Amica Mutual Insurance Co | 13,759 | $7.29M | 0.81% | +3,641+36.0% | Added |
| Hillman Capital Management, Inc. | 13,735 | $7.28M | 2.76% | −133−1.0% | Reduced |
| Cetera Investment Advisers | 13,691 | $7.26M | 0.06% | −1,607−10.5% | Reduced |
| Trexquant Investment LP | 13,553 | $7.18M | 0.20% | −22,089−62.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,454 | $7.13M | 0.16% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,388 | $7.10M | 0.15% | −1,400−9.5% | Reduced |
| Socorro Asset Management LP | 13,245 | $7.02M | 3.10% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 13,236 | $7.02M | 1.23% | +26+0.2% | Added |
| Advisory Services Network, LLC | 13,150 | $6.97M | 0.19% | −1,969−13.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,110 | $6.95M | 0.07% | 00.0% | Unchanged |
| Value Aligned Research Advisors, LLC | 13,099 | $6.94M | 2.46% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 13,080 | $6.93M | 0.48% | −1,005−7.1% | Reduced |
| Covington Investment Advisors Inc. | 12,748 | $6.76M | 1.49% | +260+2.1% | Added |
| Shelton Capital Management | 12,588 | $6.67M | 0.28% | +1,831+17.0% | Added |
| Penserra Capital Management LLC | 12,527 | $6.64M | 0.14% | +8,406+204.0% | Added |
| Valley National Advisers Inc | 12,832 | $6.60M | 1.16% | +222+1.8% | Added |
| Central Bank & Trust Co | 12,418 | $6.58M | 1.17% | +1,683+15.7% | Added |
| Profund Advisors LLC | 12,377 | $6.56M | 0.41% | +1,281+11.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,319 | $6.53M | 0.10% | −245−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,182 | $6.46M | 0.03% | −318−2.5% | Reduced |
| British Columbia Investment Management Corp | 12,171 | $6.45M | 0.07% | +33+0.3% | Added |
| Carderock Capital Management Inc | 12,009 | $6.37M | 2.22% | +6,140+104.6% | Added |
| Impax Asset Management Group plc | 11,953 | $6.34M | 0.03% | −343−2.8% | Reduced |
| Coldstream Capital Management Inc | 11,871 | $6.29M | 0.21% | −57−0.5% | Reduced |
| Northwest Bancshares, Inc. | 11,707 | $6.21M | 1.20% | −92−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,612 | $6.16M | 0.04% | −99,040−89.5% | Reduced |
| Crossmark Global Holdings, Inc. | 11,570 | $6.13M | 0.14% | +2,832+32.4% | Added |
| Securian Asset Management, Inc | 11,568 | $6.13M | 0.16% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,443 | $6.07M | 0.21% | +1,481+14.9% | Added |
| Laffer Tengler Investments | 11,414 | $6.05M | 1.64% | +605+5.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,012 | $5.84M | 0.11% | +124+1.1% | Added |
| JustInvest LLC | 11,003 | $5.82M | 0.20% | +2,092+23.5% | Added |
| Winmill & Co. Inc | 10,900 | $5.78M | 2.15% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,889 | $5.77M | 0.30% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 10,889 | $5.77M | 0.18% | +284+2.7% | Added |
| Gateway Investment Advisers LLC | 10,858 | $5.76M | 0.07% | −1,451−11.8% | Reduced |
| Bokf, NA | 10,848 | $5.75M | 0.12% | −4,511−29.4% | Reduced |
| Lathrop Investment Management Corp | 10,840 | $5.75M | 1.22% | −53−0.5% | Reduced |
| Nilsine Partners, LLC | 10,840 | $5.75M | 0.90% | +10,840 | New |
| Ethic Inc. | 10,726 | $5.69M | 0.23% | +3,209+42.7% | Added |
| Bayesian Capital Management, LP | 10,691 | $5.67M | 0.70% | +10,691 | New |
| Maryland State Retirement & Pension System | 10,675 | $5.66M | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 10,669 | $5.66M | 0.21% | −100−0.9% | Reduced |
| Violich Capital Management, Inc. | 10,625 | $5.63M | 0.96% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 10,605 | $5.62M | 0.36% | +10,603+530,150.0% | Added |
| King Luther Capital Management Corp | 10,567 | $5.60M | 0.03% | +320+3.1% | Added |
| Fusion Capital, LLC | 10,556 | $5.60M | 3.20% | −28−0.3% | Reduced |
| Norinchukin Bank, The | 10,549 | $5.59M | 0.11% | +176+1.7% | Added |
| SG Americas Securities, LLC | 10,505 | $5.57M | 0.07% | +1,203+12.9% | Added |
| MML Investors Services, LLC | 10,453 | $5.54M | 0.04% | −836−7.4% | Reduced |
| Baldwin Investment Management, LLC | 10,384 | $5.50M | 0.98% | −52−0.5% | Reduced |
| CX Institutional | 10,476 | $5.48M | 0.29% | +10,476 | New |
| Steel Peak Wealth Management LLC | 10,234 | $5.44M | 0.37% | −431−4.0% | Reduced |
| Atria Investments LLC | 10,264 | $5.44M | 0.10% | +2,774+37.0% | Added |
| NJ State Employees Deferred Compensation Plan | 10,225 | $5.42M | 0.84% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 10,221 | $5.42M | 3.28% | −87−0.8% | Reduced |
| Prudential PLC | 10,166 | $5.39M | 0.06% | −604−5.6% | Reduced |
| Omers Administration Corp | 10,163 | $5.39M | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,149 | $5.38M | 0.73% | −45−0.4% | Reduced |