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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
Aviance Capital Partners, LLC10,015$5.31M1.18%+21+0.2%Added
Sora Investors LLC10,000$5.30M1.46%+10,000New
Silvant Capital Management LLC9,945$5.29M0.34%00.0%Unchanged
Fiduciary Trust Co9,932$5.27M0.10%−10.0%Reduced
Guinness Atkinson Asset Management Inc9,886$5.24M2.96%−209−2.1%Reduced
Level Four Advisory Services, LLC9,863$5.23M0.34%+55+0.6%Added
Chartwell Investment Partners, LLC9,845$5.22M0.20%−5,344−35.2%Reduced
CCM Investment Advisers LLC9,828$5.21M0.74%−510−4.9%Reduced
Summit Street Capital Management, LLC9,787$5.19M2.76%+2,466+33.7%Added
Financial Counselors Inc9,775$5.18M0.11%+104+1.1%Added
Heritage Trust Co9,737$5.16M0.81%+115+1.2%Added
Cullinan Associates Inc9,700$5.14M0.30%00.0%Unchanged
Kestra Advisory Services, LLC9,697$5.14M0.06%−2,497−20.5%Reduced
D.A. Davidson & Co.9,675$5.13M0.06%−415−4.1%Reduced
PGGM Investments9,580$5.08M0.09%+519+5.7%Added
Conning Inc.9,547$5.06M0.17%−1,373−12.6%Reduced
KWMG, LLC9,496$5.03M0.68%+204+2.2%Added
Hohimer Wealth Management, LLC9,488$5.03M1.46%+2,593+37.6%Added
Healthcare of Ontario Pension Plan Trust Fund9,482$5.03M0.03%−1,606−14.5%Reduced
Horizon Investment Services, LLC9,475$5.02M3.22%−150−1.6%Reduced
Carret Asset Management, LLC9,456$5.01M0.70%−90−0.9%Reduced
L & S Advisors Inc9,394$4.98M0.70%+5,672+152.4%Added
Sustainable Insight Capital Management, LLC9,376$4.97M4.99%+9,376New
Bank of Nova Scotia9,369$4.97M0.01%−33,817−78.3%Reduced
GWM Advisors LLC9,328$4.95M0.06%+1,820+24.2%Added
Cetera Advisor Networks LLC9,304$4.93M0.04%−10−0.1%Reduced
Ziegler Capital Management, LLC9,202$4.88M0.19%−168−1.8%Reduced
Insight Wealth Strategies, LLC9,178$4.87M0.95%+23+0.3%Added
Industrial Alliance Investment Management Inc.8,940$4.74M0.13%−6,469−42.0%Reduced
First Citizens Bank & Trust Co8,891$4.71M0.09%+1,986+28.8%Added
Employees Retirement System of Texas8,881$4.71M0.07%+8,881New
McBroom & Associates, LLC8,866$4.70M4.20%+735+9.0%Added
Financial Partners Group, LLC8,790$4.66M2.44%00.0%Unchanged
Taylor Hoffman Wealth Management8,773$4.65M2.55%−82−0.9%Reduced
CenterBook Partners LP8,659$4.59M0.65%+2,165+33.3%Added
HB Wealth Management, LLC8,610$4.56M0.08%+3,848+80.8%Added
Abn Amro Investment Solutions8,606$4.56M0.09%+8,606New
Varma Mutual Pension Insurance Co8,395$4.45M0.05%−10,000−54.4%Reduced
Naples Global Advisors, LLC8,339$4.43M0.55%+41+0.5%Added
Farmers Trust Co8,357$4.43M0.98%−32−0.4%Reduced
Atria Wealth Solutions, Inc.8,327$4.43M0.07%+180+2.2%Added
Bailard, Inc.8,187$4.34M0.16%+304+3.9%Added
Stratos Wealth Partners, LTD.8,182$4.34M0.12%−165−2.0%Reduced
Heron Bay Capital Management8,139$4.31M1.68%+279+3.5%Added
Acadian Asset Management LLC8,111$4.30M0.02%−1,193−12.8%Reduced
Harbor Capital Advisors, Inc.8,100$4.29M1.24%−970−10.7%Reduced
Shell Asset Management Co8,089$4.29M0.18%+2,023+33.3%Added
AE Wealth Management LLC8,040$4.26M0.03%−4,658−36.7%Reduced
Brighton Jones LLC7,960$4.22M0.24%+77+1.0%Added
Harbour Capital Advisors, LLC7,830$4.15M1.25%−1,325−14.5%Reduced
Cary Street Partners Asset Management LLC7,813$4.14M0.78%+598+8.3%Added
Kempen Capital Management N.V.7,809$4.14M0.08%+144+1.9%Added
Wealthfront Advisers LLC7,693$4.08M0.02%+1,011+15.1%Added
Rench Wealth Management, Inc.7,669$4.07M1.95%+392+5.4%Added
TD Private Client Wealth LLC7,539$4.00M0.18%+1,932+34.5%Added
Institute for Wealth Management, LLC.7,532$3.99M0.78%−14−0.2%Reduced
Marshall & Sullivan Inc7,481$3.97M2.40%+183+2.5%Added
Fred Alger Management, LLC7,234$3.83M0.02%+4,282+145.1%Added
Livforsakringsbolaget Skandia, Omsesidigt7,114$3.78M0.40%00.0%Unchanged
Commerce Bank7,085$3.76M0.03%+174+2.5%Added
PDT Partners, LLC7,000$3.71M0.50%+4,600+191.7%Added
W.G. Shaheen & Associates DBA Whitney & Co6,973$3.70M0.59%+162+2.4%Added
Siemens Fonds Invest GmbH6,755$3.58M0.38%−29−0.4%Reduced
Private Advisor Group, LLC6,750$3.58M0.03%−653−8.8%Reduced
Matthews International Capital Management LLC6,739$3.57M0.36%+6,739New
New Potomac Partners, LLC6,710$3.56M2.47%−17−0.3%Reduced
Gunderson Capital Management Inc.6,653$3.53M2.62%+6,653New
Veritable, L.P.6,620$3.51M0.06%+569+9.4%Added
Quantinno Capital Management LP6,620$3.51M0.23%−50−0.7%Reduced
NewSquare Capital LLC6,616$3.51M0.41%+6,613+220,433.3%Added
Moore Capital Management, LP6,600$3.50M0.11%+6,600New
Northwest & Ethical Investments L.P.6,587$3.49M0.12%00.0%Unchanged
Prime Capital Investment Advisors, LLC6,415$3.40M0.14%−12,674−66.4%Reduced
Ergoteles LLC6,393$3.39M0.13%+6,393New
Advisors Asset Management, Inc.6,357$3.37M0.07%−1,345−17.5%Reduced
Azzad Asset Management Inc6,341$3.36M0.48%+683+12.1%Added
Toroso Investments, LLC6,318$3.35M0.11%+377+6.3%Added
Charter Trust Co6,314$3.35M0.27%−329−5.0%Reduced
New Mexico Educational Retirement Board6,293$3.34M0.17%−200−3.1%Reduced
O'Shaughnessy Asset Management, LLC6,290$3.33M0.05%+765+13.8%Added
E. Ohman J:or Asset Management AB6,250$3.31M0.13%+400+6.8%Added
River Wealth Advisors LLC6,247$3.31M0.60%+1,441+30.0%Added
Advisor Partners II, LLC6,222$3.30M0.18%+405+7.0%Added
Sepio Capital, LP6,138$3.25M0.30%+142+2.4%Added
Monetary Management Group Inc6,081$3.22M0.95%00.0%Unchanged
Whittier Trust Co6,070$3.22M0.06%−1,342−18.1%Reduced
American Trust Investment Advisors, LLC6,048$3.21M1.93%+10+0.2%Added
Metropolitan Life Insurance Co6,036$3.20M0.16%−1,533−20.3%Reduced
V Wealth Advisors LLC6,021$3.19M0.60%−34−0.6%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
Roanoke Asset Management Corp5,825$3.09M1.32%−5−0.1%Reduced
Tru Independence Asset Management 2, LLC5,813$3.08M3.10%+5,813New
Bristlecone Advisors, LLC5,751$3.05M0.33%+178+3.2%Added
Kinneret Advisory, LLC5,680$3.03M0.39%−305−5.1%Reduced
Cinctive Capital Management LP5,680$3.01M0.11%−4,661−45.1%Reduced
United Fire Group Inc5,625$2.98M1.87%00.0%Unchanged
Hennessy Advisors Inc5,607$2.97M0.22%+87+1.6%Added
TKG Advisors, LLC5,584$2.96M1.84%+5,584New
Van Hulzen Asset Management, LLC5,570$2.95M0.28%−4−0.1%Reduced