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, 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 | 3,143 | $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, 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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 8,267 | $5.31M | 0.06% | +2,340+39.5% | Added |
| Lathrop Investment Management Corp | 8,335 | $5.36M | 1.09% | −2,505−23.1% | Reduced |
| Genus Capital Management Inc. | 8,394 | $5.40M | 0.79% | +8,394 | New |
| Varma Mutual Pension Insurance Co | 8,395 | $5.40M | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,384 | $5.40M | 0.63% | +45+0.5% | Added |
| WBI Investments | 8,410 | $5.41M | 0.98% | +8,410 | New |
| CBOE Vest Financial, LLC | 8,526 | $5.49M | 0.51% | +5,871+221.1% | Added |
| Illinois Municipal Retirement Fund | 8,557 | $5.50M | 0.11% | −4,831−36.1% | Reduced |
| Atria Wealth Solutions, Inc. | 8,539 | $5.50M | 0.08% | +212+2.5% | Added |
| Ziegler Capital Management, LLC | 8,631 | $5.55M | 0.21% | −571−6.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,665 | $5.57M | 0.13% | +483+5.9% | Added |
| Coldstream Capital Management Inc | 8,778 | $5.64M | 0.18% | −3,093−26.1% | Reduced |
| Financial Partners Group, LLC | 8,790 | $5.65M | 2.84% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,867 | $5.70M | 0.09% | +257+3.0% | Added |
| Taylor Hoffman Wealth Management | 8,881 | $5.71M | 2.85% | +108+1.2% | Added |
| Jackson Wealth Management, LLC | 8,959 | $5.76M | 0.85% | +8,959 | New |
| 3G Capital Partners LP | 9,000 | $5.79M | 5.84% | −5,500−37.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,008 | $5.79M | 0.11% | +2,593+40.4% | Added |
| Atria Investments LLC | 9,057 | $5.82M | 0.11% | −1,207−11.8% | Reduced |
| Insight Wealth Strategies, LLC | 9,098 | $5.85M | 1.12% | −80−0.9% | Reduced |
| McBroom & Associates, LLC | 9,100 | $5.85M | 4.62% | +234+2.6% | Added |
| Elevatus Welath Management | 9,122 | $5.86M | 4.07% | +9,122 | New |
| Hohimer Wealth Management, LLC | 9,179 | $5.90M | 1.63% | −309−3.3% | Reduced |
| Kestra Advisory Services, LLC | 9,227 | $5.93M | 0.06% | −470−4.8% | Reduced |
| Carret Asset Management, LLC | 9,372 | $6.02M | 0.80% | −84−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,374 | $6.03M | 0.13% | −4,080−30.3% | Reduced |
| Fiduciary Trust Co | 9,383 | $6.03M | 0.11% | −549−5.5% | Reduced |
| Amica Mutual Insurance Co | 9,420 | $6.06M | 0.68% | −4,339−31.5% | Reduced |
| Horizon Investment Services, LLC | 9,424 | $6.06M | 3.70% | −51−0.5% | Reduced |
| Hartford Investment Management Co | 9,486 | $6.10M | 0.23% | −1,957−17.1% | Reduced |
| La Banque Postale Asset Management SA | 9,521 | $6.12M | 0.14% | −6,159−39.3% | Reduced |
| Kerrisdale Advisers, LLC | 9,554 | $6.14M | 1.66% | −4,453−31.8% | Reduced |
| Lighthouse Investment Partners, LLC | 9,592 | $6.17M | 0.47% | +9,592 | New |
| Guinness Atkinson Asset Management Inc | 9,657 | $6.21M | 3.29% | −229−2.3% | Reduced |
| Cornerstone Advisors, LLC | 9,700 | $6.24M | 0.30% | −7,300−42.9% | Reduced |
| Cullinan Associates Inc | 9,700 | $6.24M | 0.34% | 00.0% | Unchanged |
| KWMG, LLC | 9,767 | $6.28M | 0.78% | +271+2.9% | Added |
| Westpac Banking Corp | 9,774 | $6.28M | 0.44% | −20,068−67.2% | Reduced |
| Summit Street Capital Management, LLC | 9,787 | $6.29M | 2.96% | 00.0% | Unchanged |
| MML Investors Services, LLC | 9,825 | $6.32M | 0.03% | −628−6.0% | Reduced |
| Heritage Trust Co | 9,908 | $6.37M | 0.93% | +171+1.8% | Added |
| iA Global Asset Management Inc. | 9,927 | $6.38M | 0.17% | +9,927 | New |
| Silvant Capital Management LLC | 9,945 | $6.41M | 0.36% | 00.0% | Unchanged |
| Financial Counselors Inc | 9,996 | $6.43M | 0.13% | +221+2.3% | Added |
| Violich Capital Management, Inc. | 10,000 | $6.43M | 1.04% | −625−5.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,010 | $6.44M | 0.41% | −3,070−23.5% | Reduced |
| SeaCrest Wealth Management, LLC | 10,046 | $6.46M | 0.82% | −103−1.0% | Reduced |
| Aviance Capital Partners, LLC | 10,092 | $6.49M | 1.37% | +77+0.8% | Added |
| Baldwin Investment Management, LLC | 10,134 | $6.51M | 1.07% | −250−2.4% | Reduced |
| Omers Administration Corp | 10,163 | $6.53M | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,166 | $6.54M | 0.39% | +303+3.1% | Added |
| Prudential PLC | 10,206 | $6.56M | 0.08% | +40+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 10,225 | $6.57M | 0.95% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,236 | $6.58M | 0.02% | +867+9.3% | Added |
| Maryland State Retirement & Pension System | 10,248 | $6.59M | 0.14% | −427−4.0% | Reduced |
| Sitrin Capital Management LLC | 10,268 | $6.60M | 3.71% | +47+0.5% | Added |
| CX Institutional | 10,283 | $6.61M | 0.34% | −193−1.8% | Reduced |
| Cetera Advisor Networks LLC | 10,297 | $6.62M | 0.05% | +993+10.7% | Added |
| Harber Asset Management LLC | 10,313 | $6.63M | 1.76% | −8,049−43.8% | Reduced |
| Fusion Capital, LLC | 10,631 | $6.83M | 3.82% | +75+0.7% | Added |
| Gateway Investment Advisers LLC | 10,691 | $6.87M | 0.08% | −167−1.5% | Reduced |
| Heron Bay Capital Management | 10,696 | $6.88M | 1.91% | +2,557+31.4% | Added |
| D.A. Davidson & Co. | 10,697 | $6.88M | 0.07% | +1,022+10.6% | Added |
| King Luther Capital Management Corp | 10,699 | $6.88M | 0.03% | +132+1.2% | Added |
| Impax Asset Management Group plc | 10,711 | $6.89M | 0.03% | −1,242−10.4% | Reduced |
| Kentucky Retirement Systems | 10,801 | $6.94M | 0.23% | +132+1.2% | Added |
| Ethic Inc. | 10,875 | $6.99M | 0.26% | +149+1.4% | Added |
| Systematic Alpha Investments, LLC | 10,889 | $7.00M | 0.34% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,900 | $7.01M | 2.51% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 10,906 | $7.01M | 1.03% | +66+0.6% | Added |
| Northwest Bancshares, Inc. | 10,955 | $7.04M | 1.27% | −752−6.4% | Reduced |
| Moore Capital Management, LP | 11,000 | $7.07M | 0.17% | +4,400+66.7% | Added |
| First Citizens Bank & Trust Co | 11,063 | $7.11M | 0.13% | +2,172+24.4% | Added |
| Jessup Wealth Management, Inc | 11,094 | $7.13M | 3.82% | +11,094 | New |
| Elo Mutual Pension Insurance Co | 11,104 | $7.14M | 0.21% | +215+2.0% | Added |
| PGGM Investments | 11,132 | $7.16M | 0.12% | +1,552+16.2% | Added |
| Securian Asset Management, Inc | 11,261 | $7.24M | 0.19% | −307−2.7% | Reduced |
| Laffer Tengler Investments | 11,286 | $7.26M | 1.92% | −128−1.1% | Reduced |
| Chartwell Investment Partners, LLC | 11,388 | $7.32M | 0.27% | +1,543+15.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,677 | $7.51M | 0.12% | +665+6.0% | Added |
| JustInvest LLC | 12,033 | $7.74M | 0.24% | +1,030+9.4% | Added |
| British Columbia Investment Management Corp | 12,171 | $7.82M | 0.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,206 | $7.85M | 0.08% | −904−6.9% | Reduced |
| Central Bank & Trust Co | 12,258 | $7.88M | 1.34% | −160−1.3% | Reduced |
| Valley National Advisers Inc | 12,322 | $7.92M | 1.33% | −510−4.0% | Reduced |
| Seizert Capital Partners, LLC | 12,325 | $7.92M | 0.42% | −3,968−24.4% | Reduced |
| Carderock Capital Management Inc | 12,485 | $8.03M | 2.49% | +476+4.0% | Added |
| Norinchukin Bank, The | 12,519 | $8.05M | 0.14% | +1,970+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,556 | $8.07M | 0.04% | +374+3.1% | Added |
| Tudor Investment Corp Et Al | 12,607 | $8.10M | 0.13% | −5,877−31.8% | Reduced |
| Edentree Asset Management Ltd | 12,650 | $8.13M | 2.79% | +12,650 | New |
| Cetera Investment Advisers | 12,717 | $8.18M | 0.07% | −974−7.1% | Reduced |
| Covington Investment Advisors Inc. | 12,783 | $8.22M | 1.64% | +35+0.3% | Added |
| Railway Pension Investments Ltd | 12,800 | $8.23M | 0.08% | +12,800 | New |
| B. Metzler seel. Sohn & Co. AG | 12,862 | $8.27M | 0.11% | +543+4.4% | Added |
| Shelton Capital Management | 12,934 | $8.31M | 0.30% | +346+2.7% | Added |
| Bayesian Capital Management, LP | 12,991 | $8.35M | 0.90% | +2,300+21.5% | Added |
| Advisory Services Network, LLC | 13,067 | $8.40M | 0.22% | −83−0.6% | Reduced |
| Nemes Rush Group LLC | 13,093 | $8.42M | 1.48% | +13,093 | New |
| United Capital Financial Advisers, LLC | 13,135 | $8.44M | 0.05% | −728−5.3% | Reduced |