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; 3,142 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, Q2 2023
Institutional positions in Lam Research Corp as of Jun 30, 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
- 1,434
- +79 vs. Q1 2023
- Shares held
- 113.4M
- −3.64M (−3.1%) vs. Q1 2023
- Total value
- $72.7B
- +$12.4B (+20.5%) vs. Q1 2023
- New holders
- 164
- 471 more added
- Sold out
- 85
- 534 more reduced
11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 3,142 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,730,883 | $7.54B | 0.18% | −39,891−0.3% | Reduced |
| BlackRock Inc. | 11,179,474 | $7.19B | 0.20% | +389,374+3.6% | Added |
| State Street Corp | 5,679,983 | $3.66B | 0.19% | −17,217−0.3% | Reduced |
| Ameriprise Financial Inc | 5,243,854 | $3.37B | 1.06% | −371,399−6.6% | Reduced |
| FMR LLC | 4,272,999 | $2.75B | 0.23% | −408,663−8.7% | Reduced |
| JPMorgan Chase & Co | 3,732,836 | $2.40B | 0.27% | +213,648+6.1% | Added |
| Price T Rowe Associates Inc | 3,712,603 | $2.39B | 0.33% | −205,468−5.2% | Reduced |
| Geode Capital Management, LLC | 2,883,265 | $1.85B | 0.22% | +340,460+13.4% | Added |
| Fisher Asset Management, LLC | 2,812,275 | $1.81B | 1.00% | +111,553+4.1% | Added |
| Janus Henderson Group PLC | 2,537,396 | $1.63B | 1.01% | −65,405−2.5% | Reduced |
| GQG Partners LLC | 2,351,347 | $1.51B | 3.48% | +628,472+36.5% | Added |
| Sands Capital Management, LLC | 2,105,046 | $1.35B | 4.20% | −123,992−5.6% | Reduced |
| Morgan Stanley | 1,801,094 | $1.16B | 0.11% | +99,871+5.9% | Added |
| Invesco Ltd. | 1,609,467 | $1.03B | 0.27% | −78,405−4.6% | Reduced |
| Norges Bank | 1,608,293 | $1.03B | 0.20% | −2,371−0.1% | Reduced |
| Amundi | 1,471,050 | $955.4M | 0.48% | +191,074+14.9% | Added |
| Bank of New York Mellon Corp | 1,482,552 | $953.1M | 0.20% | +116,844+8.6% | Added |
| Northern Trust Corp | 1,388,657 | $892.7M | 0.17% | −108,199−7.2% | Reduced |
| Massachusetts Financial Services Co | 1,237,822 | $795.7M | 0.26% | +71,984+6.2% | Added |
| Nuveen Asset Management, LLC | 1,169,576 | $751.9M | 0.26% | +41,654+3.7% | Added |
| Legal & General Group Plc | 1,014,002 | $651.9M | 0.21% | +17,373+1.7% | Added |
| Bank of America Corp | 975,543 | $627.1M | 0.07% | −435,145−30.8% | Reduced |
| Van Eck Associates Corp | 958,960 | $616.5M | 1.35% | −199,207−17.2% | Reduced |
| Winslow Capital Management, LLC | 937,985 | $603.0M | 2.71% | +93,069+11.0% | Added |
| Franklin Resources Inc | 927,115 | $596.0M | 0.28% | +3,772+0.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 799,269 | $513.8M | 2.52% | −28,278−3.4% | Reduced |
| Barclays PLC | 792,998 | $509.8M | 0.33% | +503,953+174.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 781,149 | $502.2M | 2.32% | −8,862−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 762,411 | $490.1M | 0.14% | +4,841+0.6% | Added |
| Goldman Sachs Group Inc | 758,025 | $487.3M | 0.12% | −242,595−24.2% | Reduced |
| Wells Fargo & Company | 718,319 | $461.8M | 0.13% | −21,283−2.9% | Reduced |
| Dimensional Fund Advisors LP | 693,997 | $446.2M | 0.14% | −21,724−3.0% | Reduced |
| UBS Asset Management Americas Inc | 789,939 | $418.8M | 0.20% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 587,846 | $380.7M | 1.14% | −260,299−30.7% | Reduced |
| Artisan Partners Limited Partnership | 574,046 | $369.0M | 0.59% | −350,736−37.9% | Reduced |
| Voya Investment Management LLC | 570,534 | $366.8M | 0.38% | −226,031−28.4% | Reduced |
| First Trust Advisors LP | 559,094 | $359.4M | 0.41% | +8,249+1.5% | Added |
| UBS Group AG | 534,796 | $343.8M | 0.15% | +15,835+3.1% | Added |
| Aspex Management (HK) Ltd | 510,935 | $328.5M | 9.55% | +140,935+38.1% | Added |
| Swiss National Bank | 487,400 | $313.3M | 0.21% | −54,000−10.0% | Reduced |
| Pictet Asset Management SA | 465,580 | $299.3M | 0.35% | −60,219−11.5% | Reduced |
| Holocene Advisors, LP | 445,535 | $286.4M | 1.25% | +241,480+118.3% | Added |
| Deutsche Bank AG | 434,503 | $279.3M | 0.15% | −86,490−16.6% | Reduced |
| Nordea Investment Management AB | 411,970 | $266.1M | 0.36% | +1,475+0.4% | Added |
| Boston Partners | 401,141 | $258.6M | 0.35% | −11,310−2.7% | Reduced |
| Envestnet Asset Management Inc | 372,662 | $239.6M | 0.11% | −3,134,939−89.4% | Reduced |
| Rafferty Asset Management, LLC | 362,593 | $233.1M | 1.31% | +13,013+3.7% | Added |
| Alliancebernstein L.P. | 361,068 | $232.1M | 0.09% | +9,206+2.6% | Added |
| Lord, Abbett & Co. LLC | 352,617 | $226.7M | 0.78% | +18,189+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 349,270 | $224.5M | 0.17% | −69,032−16.5% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 341,528 | $219.6M | 1.83% | +241,300+240.8% | Added |
| The PNC Financial Services Group, Inc. | 328,281 | $211.0M | 0.18% | −5,712−1.7% | Reduced |
| Citigroup Inc | 318,230 | $204.6M | 0.26% | +19,474+6.5% | Added |
| Mackenzie Financial Corp | 310,671 | $202.2M | 0.31% | +110,419+55.1% | Added |
| Royal Bank of Canada | 313,453 | $201.5M | 0.06% | +12,230+4.1% | Added |
| HSBC Holdings PLC | 310,517 | $199.8M | 0.21% | +27,613+9.8% | Added |
| Alkeon Capital Management LLC | 293,370 | $188.6M | 1.13% | −124,171−29.7% | Reduced |
| Rhumbline Advisers | 274,351 | $176.4M | 0.20% | +1,704+0.6% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $173.0M | 26.29% | 00.0% | Unchanged |
| California Public Employees Retirement System | 263,387 | $169.3M | 0.15% | −12,677−4.6% | Reduced |
| Cincinnati Insurance Co | 249,211 | $160.2M | 3.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 248,075 | $159.5M | 0.23% | +2,700+1.1% | Added |
| National Pension Service | 248,565 | $159.2M | 0.26% | +16,828+7.3% | Added |
| CI Private Wealth, LLC | 244,846 | $157.4M | 0.36% | +218,606+833.1% | Added |
| New York State Common Retirement Fund | 238,789 | $153.5M | 0.20% | −2,227−0.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 236,583 | $152.1M | 0.33% | −1,010−0.4% | Reduced |
| Scge Management, L.P. | 235,000 | $151.1M | 3.56% | 00.0% | Unchanged |
| Principal Financial Group Inc | 234,397 | $150.7M | 0.10% | −10,739−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 230,193 | $148.0M | 0.29% | +52,430+29.5% | Added |
| William Blair Investment Management, LLC | 223,590 | $143.7M | 0.46% | +106,684+91.3% | Added |
| California State Teachers Retirement System | 222,328 | $142.9M | 0.20% | −7,249−3.2% | Reduced |
| Credit Suisse AG | 221,198 | $142.2M | 0.14% | −41,608−15.8% | Reduced |
| Neuberger Berman Group LLC | 219,826 | $140.9M | 0.13% | +111,986+103.8% | Added |
| TD Asset Management Inc | 218,775 | $140.6M | 0.16% | −16,488−7.0% | Reduced |
| Allianz Asset Management GmbH | 217,029 | $139.5M | 0.29% | −18,758−8.0% | Reduced |
| SEI Investments Co | 213,641 | $137.3M | 0.24% | +21,345+11.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 209,755 | $134.8M | 0.29% | −17,879−7.9% | Reduced |
| Clearbridge Investments, LLC | 207,747 | $133.6M | 0.12% | +207,747 | New |
| Swedbank AB | 198,389 | $127.5M | 0.23% | +2,924+1.5% | Added |
| Bessemer Group Inc | 195,690 | $125.8M | 0.27% | −7,043−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 193,155 | $124.2M | 0.57% | +13,545+7.5% | Added |
| Jennison Associates LLC | 174,342 | $112.1M | 0.09% | −80,635−31.6% | Reduced |
| Hudson Bay Capital Management LP | 170,000 | $109.3M | 1.10% | +170,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168,346 | $108.2M | 0.23% | +3,077+1.9% | Added |
| Victory Capital Management Inc | 168,255 | $108.2M | 0.12% | −34,417−17.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 162,589 | $104.5M | 0.24% | +3,515+2.2% | Added |
| Bank of Montreal | 161,048 | $104.0M | 0.06% | +7,540+4.9% | Added |
| Agf Management Ltd | 160,222 | $103.0M | 0.75% | −14,717−8.4% | Reduced |
| Great West Life Assurance Co | 158,648 | $102.5M | 0.24% | −5,660−3.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 153,299 | $98.5M | 0.31% | +112,281+273.7% | Added |
| ProShare Advisors LLC | 149,455 | $96.1M | 0.28% | −3,818−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 146,510 | $94.2M | 0.21% | −4,349−2.9% | Reduced |
| Canada Pension Plan Investment Board | 145,831 | $93.7M | 0.14% | +13,267+10.0% | Added |
| New York State Teachers Retirement System | 144,804 | $93.1M | 0.21% | −6,423−4.2% | Reduced |
| Parnassus Investments | 144,076 | $92.6M | 0.22% | −44,034−23.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 142,838 | $91.8M | 0.24% | −10,563−6.9% | Reduced |
| Assenagon Asset Management S.A. | 142,395 | $91.5M | 0.36% | +56,079+65.0% | Added |
| Macquarie Group Ltd | 142,325 | $91.5M | 0.10% | +113,415+392.3% | Added |
| AQR Capital Management LLC | 137,339 | $88.3M | 0.19% | −39,806−22.5% | Reduced |
| Russell Investments Group, Ltd. | 135,811 | $87.3M | 0.17% | −14,625−9.7% | Reduced |