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 |
|---|---|---|---|---|---|
| TCW Group Inc | 31,593 | $20.3M | 0.23% | +2,462+8.5% | Added |
| AMF Pensionsforsakring AB | 32,027 | $20.6M | 0.19% | −2,676−7.7% | Reduced |
| Bridgewater Associates, LP | 32,313 | $20.8M | 0.13% | +11,676+56.6% | Added |
| Xponance, Inc. | 32,934 | $21.2M | 0.28% | −545−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,992 | $21.2M | 0.04% | +4,359+15.2% | Added |
| Vident Investment Advisory, LLC | 33,519 | $21.5M | 0.74% | −6,908−17.1% | Reduced |
| SG Americas Securities, LLC | 33,567 | $21.6M | 0.18% | +23,062+219.5% | Added |
| Cerity Partners LLC | 33,590 | $21.6M | 0.08% | +2,278+7.3% | Added |
| Forsta Ap-Fonden | 33,700 | $21.7M | 0.23% | +4,800+16.6% | Added |
| USS Investment Management Ltd | 34,134 | $21.9M | 0.26% | −800−2.3% | Reduced |
| CIBC Asset Management Inc | 34,349 | $22.1M | 0.09% | −157−0.5% | Reduced |
| Marex Group plc | 35,000 | $22.5M | 4.06% | +35,000 | New |
| Skandinaviska Enskilda Banken AB (publ) | 35,087 | $22.6M | 0.15% | +3,988+12.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 36,238 | $23.3M | 1.61% | −381−1.0% | Reduced |
| Amalgamated Bank | 36,698 | $23.6M | 0.19% | −602−1.6% | Reduced |
| McGuire Investment Group, LLC | 36,811 | $23.7M | 4.41% | −694−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 37,215 | $23.9M | 2.06% | −78−0.2% | Reduced |
| Vontobel Holding Ltd. | 37,307 | $24.0M | 0.21% | −6,392−14.6% | Reduced |
| Capco Asset Management, LLC | 37,526 | $24.1M | 6.21% | −9,927−20.9% | Reduced |
| Virginia Retirement Systems Et Al | 37,852 | $24.3M | 0.23% | +10,300+37.4% | Added |
| ING Groep NV | 38,307 | $24.6M | 0.19% | +4,321+12.7% | Added |
| Arizona State Retirement System | 38,571 | $24.8M | 0.20% | +1,333+3.6% | Added |
| Braun Stacey Associates Inc | 38,754 | $24.9M | 1.16% | −31,072−44.5% | Reduced |
| Alberta Investment Management Corp | 39,084 | $25.1M | 0.24% | −2,772−6.6% | Reduced |
| MetLife Investment Management | 39,391 | $25.3M | 0.18% | −812−2.0% | Reduced |
| State of Michigan Retirement System | 40,080 | $25.8M | 0.16% | +200+0.5% | Added |
| Swiss Life Asset Management Ltd | 40,365 | $26.0M | 0.38% | −1,144−2.8% | Reduced |
| Natixis | 40,992 | $26.4M | 0.22% | +36,245+763.5% | Added |
| Mercer Global Advisors Inc | 41,390 | $26.6M | 0.11% | +10,055+32.1% | Added |
| Harbor Island Capital LLC | 41,431 | $26.6M | 14.25% | −3,897−8.6% | Reduced |
| Guinness Asset Management LTD | 41,571 | $26.7M | 0.62% | +2,753+7.1% | Added |
| Intech Investment Management LLC | 41,777 | $26.9M | 0.28% | −16,040−27.7% | Reduced |
| Teacher Retirement System of Texas | 41,789 | $26.9M | 0.18% | −279−0.7% | Reduced |
| Thrivent Financial for Lutherans | 42,098 | $27.1M | 0.06% | −19,832−32.0% | Reduced |
| Arvest Trust Co N A | 37,696 | $27.1M | 1.61% | −7,793−17.1% | Reduced |
| State of Tennessee, Treasury Department | 42,412 | $27.3M | 0.11% | +6,898+19.4% | Added |
| Advisor Group Holdings, Inc. | 42,642 | $27.4M | 0.05% | −494−1.1% | Reduced |
| Baird Financial Group, Inc. | 45,494 | $29.2M | 0.08% | −2,544−5.3% | Reduced |
| State Farm Mutual Automobile Insurance Co | 45,536 | $29.3M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 45,599 | $29.3M | 0.06% | +10,382+29.5% | Added |
| Nisa Investment Advisors, LLC | 45,673 | $29.4M | 0.22% | −4,060−8.2% | Reduced |
| US Bancorp | 45,913 | $29.5M | 0.05% | −870−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 46,324 | $29.8M | 0.06% | −2,735−5.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 46,442 | $29.9M | 0.08% | −7,138−13.3% | Reduced |
| National Bank of Canada | 46,215 | $30.1M | 0.06% | +32,046+226.2% | Added |
| HighTower Advisors, LLC | 47,050 | $30.3M | 0.06% | −13,831−22.7% | Reduced |
| Colony Group LLC | 47,318 | $30.4M | 0.43% | +522+1.1% | Added |
| American International Group, Inc. | 47,510 | $30.5M | 0.19% | +381+0.8% | Added |
| Creative Planning | 47,969 | $30.8M | 0.04% | +878+1.9% | Added |
| Handelsbanken Fonder AB | 48,467 | $31.2M | 0.17% | +6,358+15.1% | Added |
| Tybourne Capital Management (HK) Ltd | 48,692 | $31.3M | 3.38% | −7,087−12.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 48,900 | $31.4M | 1.31% | 00.0% | Unchanged |
| Millennium Management LLC | 50,641 | $32.6M | 0.03% | −24,636−32.7% | Reduced |
| Man Group plc | 52,278 | $33.6M | 0.10% | – | – |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,288 | $33.6M | 0.15% | +3,569+7.3% | Added |
| Janney Montgomery Scott LLC | 52,514 | $33.8M | 0.12% | +13,540+34.7% | Added |
| Renaissance Group LLC | 52,584 | $33.8M | 1.46% | +52,584 | New |
| Jacobs Levy Equity Management, Inc | 53,150 | $34.2M | 0.20% | +41,538+357.7% | Added |
| ARS Investment Partners, LLC | 53,985 | $34.7M | 4.06% | −1,098−2.0% | Reduced |
| Ci Investments Inc. | 54,024 | $34.7M | 0.18% | −11,582−17.7% | Reduced |
| Capital International Investors | 54,790 | $35.2M | 0.01% | 00.0% | Unchanged |
| Ardevora Asset Management LLP | 58,500 | $37.6M | 0.91% | −41,600−41.6% | Reduced |
| Castleark Management LLC | 58,605 | $37.7M | 1.71% | +130+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 58,967 | $37.9M | 0.05% | −12,836−17.9% | Reduced |
| Jericho Capital Asset Management L.P. | 59,210 | $38.1M | 1.49% | −67,790−53.4% | Reduced |
| LPL Financial LLC | 59,443 | $38.2M | 0.03% | +140+0.2% | Added |
| Flputnam Investment Management Co | 60,495 | $38.9M | 1.06% | +363+0.6% | Added |
| Royal London Asset Management Ltd | 61,126 | $39.3M | 0.13% | +10,952+21.8% | Added |
| Asset Management One Co.,Ltd. | 61,393 | $39.5M | 0.17% | +2,168+3.7% | Added |
| FIL Ltd | 61,715 | $39.7M | 0.04% | +38,865+170.1% | Added |
| Walleye Capital LLC | 61,869 | $39.8M | 0.70% | +29,107+88.8% | Added |
| Triple Frond Partners LLC | 62,060 | $39.9M | 5.14% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 63,032 | $40.5M | 1.10% | +2,012+3.3% | Added |
| Value Aligned Research Advisors, LLC | 63,182 | $40.6M | 12.70% | +50,083+382.3% | Added |
| Treasurer of the State of North Carolina | 63,249 | $40.7M | 0.21% | −1,748−2.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 64,284 | $41.3M | 0.39% | −5,500−7.9% | Reduced |
| Vaughan David Investments LLC | 66,623 | $42.8M | 1.25% | +574+0.9% | Added |
| Truist Financial Corp | 66,681 | $42.9M | 0.07% | −6,274−8.6% | Reduced |
| STRS Ohio | 67,211 | $43.2M | 0.18% | −2,359−3.4% | Reduced |
| Stifel Financial Corp | 67,236 | $43.2M | 0.06% | −50−0.1% | Reduced |
| Natixis Advisors, L.P. | 70,284 | $45.2M | 0.14% | −1,211−1.7% | Reduced |
| Nicholas Company, Inc. | 70,750 | $45.5M | 0.87% | −11,470−14.0% | Reduced |
| American Century Companies Inc | 73,659 | $47.4M | 0.04% | +19,538+36.1% | Added |
| Public Employees Retirement System of Ohio | 74,457 | $47.9M | 0.19% | −5,645−7.0% | Reduced |
| Crosslink Capital Inc | 75,079 | $48.3M | 7.98% | +880+1.2% | Added |
| Putnam Investments LLC | 75,507 | $48.5M | 0.07% | −3,402−4.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,342 | $49.1M | 0.08% | +3,553+4.9% | Added |
| Fort Pitt Capital Group, LLC | 77,050 | $49.5M | 1.82% | +1,324+1.7% | Added |
| Brandywine Global Investment Management, LLC | 77,307 | $49.7M | 0.41% | −8,573−10.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 78,344 | $50.4M | 0.19% | −1,086−1.4% | Reduced |
| Storebrand Asset Management AS | 78,533 | $50.5M | 0.23% | +9,733+14.1% | Added |
| State of New Jersey Common Pension Fund D | 79,844 | $51.3M | 0.17% | −614−0.8% | Reduced |
| M&G Investment Management Ltd | 81,512 | $52.4M | 0.31% | −40,594−33.2% | Reduced |
| Squarepoint Ops LLC | 83,763 | $53.8M | 0.30% | +79,986+2,117.7% | Added |
| Artemis Investment Management LLP | 85,643 | $55.0M | 0.70% | −41,158−32.5% | Reduced |
| Epoch Investment Partners, Inc. | 87,128 | $56.0M | 0.32% | −2,698−3.0% | Reduced |
| Mariner, LLC | 90,012 | $57.9M | 0.15% | −1,653−1.8% | Reduced |
| Erste Asset Management GmbH | 92,147 | $59.1M | 1.04% | +2,540+2.8% | Added |
| Standard Life Aberdeen plc | 92,035 | $59.2M | 0.14% | +6,045+7.0% | Added |
| Associated Banc-Corp | 92,073 | $59.2M | 2.24% | −3,496−3.7% | Reduced |