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 |
|---|---|---|---|---|---|
| Platinum Investment Management Ltd | 13,148 | $8.45M | 0.29% | −1,424−9.8% | Reduced |
| Means Investment Co., Inc. | 13,160 | $8.46M | 1.34% | −76−0.6% | Reduced |
| Socorro Asset Management LP | 13,245 | $8.51M | 3.60% | 00.0% | Unchanged |
| Albar Capital Ltd | 13,395 | $8.61M | 1.93% | +13,395 | New |
| Hillman Capital Management, Inc. | 13,493 | $8.67M | 3.06% | −242−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 13,652 | $8.78M | 0.22% | −4,315−24.0% | Reduced |
| Artemis Wealth Advisors, LLC | 14,000 | $9.00M | 1.64% | +14,000 | New |
| Profund Advisors LLC | 14,071 | $9.05M | 0.49% | +1,694+13.7% | Added |
| Marlowe Partners LP | 14,079 | $9.05M | 21.12% | −15,610−52.6% | Reduced |
| Baker Ellis Asset Management LLC | 14,225 | $9.14M | 1.55% | −10−0.1% | Reduced |
| Ieq Capital, LLC | 14,347 | $9.22M | 0.19% | +316+2.3% | Added |
| Cable Hill Partners, LLC | 14,415 | $9.29M | 1.21% | −57−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,477 | $9.31M | 0.12% | −1,095−7.0% | Reduced |
| M&T Bank Corp | 14,488 | $9.31M | 0.03% | −3,586−19.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,553 | $9.36M | 0.14% | −505−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 14,776 | $9.50M | 0.89% | +61+0.4% | Added |
| Modera Wealth Management, LLC | 14,822 | $9.53M | 0.17% | +14,822 | New |
| MBB Public Markets I LLC | 15,015 | $9.65M | 0.55% | −6,620−30.6% | Reduced |
| ExodusPoint Capital Management, LP | 15,037 | $9.67M | 0.11% | +15,037 | New |
| Fifth Third Bancorp | 15,339 | $9.86M | 0.04% | −1,369−8.2% | Reduced |
| BTC Capital Management, Inc. | 15,531 | $10.0M | 1.08% | −976−5.9% | Reduced |
| LMCG Investments, LLC | 15,656 | $10.1M | 0.65% | −42−0.3% | Reduced |
| UniSuper Management Pty Ltd | 15,700 | $10.1M | 0.11% | +15,700 | New |
| Employees Retirement System of Texas | 15,892 | $10.2M | 0.14% | +7,011+78.9% | Added |
| Czech National Bank | 15,904 | $10.2M | 0.23% | +8+0.1% | Added |
| Marco Investment Management LLC | 16,045 | $10.3M | 1.11% | +60.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,507 | $10.6M | 1.14% | −374−2.2% | Reduced |
| Banque Pictet & Cie SA | 16,514 | $10.6M | 0.09% | +403+2.5% | Added |
| Louisiana State Employees Retirement System | 16,700 | $10.7M | 0.24% | +1,200+7.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $10.8M | 2.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 17,131 | $11.0M | 1.37% | +485+2.9% | Added |
| Calamos Advisors LLC | 17,372 | $11.2M | 0.06% | +32+0.2% | Added |
| Liontrust Investment Partners LLP | 17,400 | $11.2M | 0.16% | −2,800−13.9% | Reduced |
| Crossmark Global Holdings, Inc. | 15,538 | $11.2M | 0.24% | +3,968+34.3% | Added |
| Assetmark, Inc | 17,597 | $11.3M | 0.04% | +3,548+25.3% | Added |
| Allspring Global Investments Holdings, LLC | 17,741 | $11.4M | 0.02% | +480+2.8% | Added |
| Susquehanna Fundamental Investments, LLC | 17,933 | $11.5M | 0.42% | 00.0% | Unchanged |
| Gratus Capital LLC | 18,078 | $11.6M | 0.80% | −368−2.0% | Reduced |
| Terry L. Blaker | 18,583 | $11.9M | 1.01% | +321+1.8% | Added |
| LSV Asset Management | 18,842 | $12.1M | 0.03% | −80,590−81.1% | Reduced |
| Hosking Partners LLP | 18,903 | $12.2M | 0.51% | +1,683+9.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 19,433 | $12.5M | 0.07% | −1,611−7.7% | Reduced |
| Achmea Investment Management B.V. | 19,592 | $12.6M | 0.27% | +4,176+27.1% | Added |
| Baker Avenue Asset Management, LP | 20,167 | $13.0M | 0.65% | +671+3.4% | Added |
| Andra AP-fonden | 20,400 | $13.1M | 0.33% | −700−3.3% | Reduced |
| FourThought Financial Partners, LLC | 20,406 | $13.1M | 1.72% | −573−2.7% | Reduced |
| Los Angeles Capital Management LLC | 20,418 | $13.1M | 0.05% | −21,462−51.2% | Reduced |
| Lido Advisors, LLC | 20,619 | $13.3M | 0.15% | +1,415+7.4% | Added |
| Glenmede Trust Co NA | 25,046 | $13.3M | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 20,770 | $13.4M | 0.45% | +436+2.1% | Added |
| Connectus Wealth, LLC | 20,825 | $13.4M | 0.31% | +2,830+15.7% | Added |
| New York Life Investment Management LLC | 21,101 | $13.6M | 0.14% | −232−1.1% | Reduced |
| Public Sector Pension Investment Board | 21,205 | $13.6M | 0.10% | −1,982−8.5% | Reduced |
| Twin Tree Management, LP | 21,521 | $13.8M | 0.28% | −29,724−58.0% | Reduced |
| ClariVest Asset Management LLC | 21,531 | $13.8M | 0.69% | −4,500−17.3% | Reduced |
| Public Employees Retirement Association of Colorado | 21,787 | $14.0M | 0.07% | −251−1.1% | Reduced |
| Stephens Inc | 21,860 | $14.1M | 0.25% | −1,072−4.7% | Reduced |
| Yousif Capital Management, LLC | 21,958 | $14.1M | 0.17% | +202+0.9% | Added |
| Nissay Asset Management Corp | 21,960 | $14.1M | 0.12% | −4,853−18.1% | Reduced |
| National Asset Management, Inc. | 21,998 | $14.2M | 0.32% | −216−1.0% | Reduced |
| Mutual of America Capital Management LLC | 22,078 | $14.2M | 0.16% | −1,190−5.1% | Reduced |
| Linscomb & Williams, Inc. | 22,326 | $14.4M | 0.77% | −1,431−6.0% | Reduced |
| State of Alaska, Department of Revenue | 22,527 | $14.5M | 0.17% | −431−1.9% | Reduced |
| Transform Wealth, LLC | 22,537 | $14.5M | 1.31% | −55−0.2% | Reduced |
| Utah Retirement Systems | 23,022 | $14.8M | 0.21% | −963−4.0% | Reduced |
| Daiwa Securities Group Inc. | 23,073 | $14.8M | 0.10% | +22+0.1% | Added |
| Great Lakes Advisors, LLC | 23,254 | $14.9M | 0.15% | −7,042−23.2% | Reduced |
| Eisler Capital (UK) Ltd. | 23,392 | $15.0M | 1.62% | −18,910−44.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,429 | $15.1M | 0.12% | +554+2.4% | Added |
| RWC Asset Management LLP | 23,502 | $15.1M | 0.73% | −74,832−76.1% | Reduced |
| Governors Lane LP | 23,527 | $15.1M | 3.65% | +8,727+59.0% | Added |
| Huntington National Bank | 23,842 | $15.3M | 0.14% | −1,499−5.9% | Reduced |
| Burney Co | 23,888 | $15.4M | 0.70% | −2,085−8.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,270 | $15.6M | 0.27% | −1,015−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 24,391 | $15.7M | 0.19% | −967−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 24,891 | $16.0M | 0.06% | −7,347−22.8% | Reduced |
| Clough Capital Partners L P | 26,100 | $16.8M | 1.69% | −590−2.2% | Reduced |
| DnB Asset Management AS | 26,274 | $16.9M | 0.10% | +166+0.6% | Added |
| Qube Research & Technologies Ltd | 26,398 | $17.0M | 0.07% | +26,398 | New |
| Moneta Group Investment Advisors LLC | 26,570 | $17.1M | 0.38% | −253−0.9% | Reduced |
| South Dakota Investment Council | 26,574 | $17.1M | 0.36% | −3,578−11.9% | Reduced |
| Group One Trading, L.P. | 26,816 | $17.2M | 0.74% | −3,711−12.2% | Reduced |
| CIBC World Markets Corp | 26,990 | $17.4M | 0.14% | +10,671+65.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,026 | $17.4M | 0.21% | +1,100+4.2% | Added |
| CIBC World Markets Inc. | 27,088 | $17.4M | 0.06% | +2,290+9.2% | Added |
| IFM Investors Pty Ltd | 27,239 | $17.5M | 0.23% | +1,537+6.0% | Added |
| Tairen Capital Ltd | 27,496 | $17.7M | 0.56% | +27,496 | New |
| Leuthold Group, LLC | 27,722 | $17.8M | 2.31% | −956−3.3% | Reduced |
| Cincinnati Financial Corp | 27,724 | $17.8M | 0.41% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 27,755 | $17.8M | 0.39% | +48+0.2% | Added |
| Pacer Advisors, Inc. | 28,110 | $18.1M | 0.07% | −10,939−28.0% | Reduced |
| Texas Permanent School Fund | 28,172 | $18.1M | 0.17% | +55+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,282 | $18.2M | 0.39% | −67,927−70.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 28,927 | $18.2M | 2.02% | −279−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,382 | $18.9M | 0.28% | +130.0% | Added |
| Federation des caisses Desjardins du Quebec | 29,967 | $19.3M | 0.19% | −6,249−17.3% | Reduced |
| Empire Life Investments Inc. | 30,136 | $19.4M | 1.32% | +280+0.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 30,304 | $19.5M | 0.64% | +452+1.5% | Added |
| Retirement Systems of Alabama | 30,531 | $19.6M | 0.09% | −9,352−23.4% | Reduced |
| Pinebridge Investments, L.P. | 30,881 | $19.9M | 0.21% | −2,498−7.5% | Reduced |