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 |
|---|---|---|---|---|---|
| Aviva PLC | 92,199 | $59.3M | 0.24% | +31,666+52.3% | Added |
| KBC Group NV | 92,760 | $59.6M | 0.25% | −11,393−10.9% | Reduced |
| Jane Street Group, LLC | 93,641 | $60.2M | 0.08% | +44,105+89.0% | Added |
| 1832 Asset Management L.P. | 94,617 | $60.8M | 0.12% | −88,527−48.3% | Reduced |
| Federated Hermes, Inc. | 97,213 | $62.5M | 0.16% | −531−0.5% | Reduced |
| AXA S.A. | 97,545 | $62.7M | 0.21% | −14,524−13.0% | Reduced |
| NZS Capital, LLC | 99,584 | $64.0M | 3.20% | −14,085−12.4% | Reduced |
| Korea Investment CORP | 101,892 | $65.5M | 0.18% | −25,951−20.3% | Reduced |
| RE Advisers Corp | 102,800 | $66.1M | 1.75% | +17,000+19.8% | Added |
| Manufacturers Life Insurance Company, The | 104,331 | $67.1M | 0.04% | −1,454−1.4% | Reduced |
| Toronto Dominion Bank | 105,016 | $67.5M | 0.10% | +54+0.1% | Added |
| Pinnacle Associates Ltd | 105,830 | $68.0M | 1.18% | −3,739−3.4% | Reduced |
| Ninety One UK Ltd | 107,295 | $69.0M | 0.20% | −36,741−25.5% | Reduced |
| APG Asset Management N.V. | 119,054 | $70.2M | 0.14% | −3,868−3.1% | Reduced |
| Raymond James & Associates | 110,189 | $70.8M | 0.06% | +9,444+9.4% | Added |
| Blue Whale Capital LLP | 111,500 | $71.7M | 11.00% | +500+0.5% | Added |
| Heard Capital LLC | 111,879 | $71.9M | 5.53% | −26,276−19.0% | Reduced |
| Guggenheim Capital LLC | 111,986 | $72.0M | 0.57% | +3,827+3.5% | Added |
| Employees Provident Fund Board | 112,641 | $72.4M | 1.71% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 115,030 | $73.8M | 0.17% | −11,679−9.2% | Reduced |
| Captrust Financial Advisors | 115,290 | $74.1M | 0.29% | +3,925+3.5% | Added |
| Susquehanna International Group, LLP | 116,511 | $74.9M | 0.12% | +27,225+30.5% | Added |
| Eventide Asset Management, LLC | 117,368 | $75.5M | 1.28% | +397+0.3% | Added |
| Capital Fund Management S.A. | 119,593 | $76.9M | 1.21% | +78,078+188.1% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 120,000 | $77.1M | 1.43% | +120,000 | New |
| Schroder Investment Management Group | 120,428 | $77.4M | 0.11% | +4,675+4.0% | Added |
| Vulcan Value Partners, LLC | 120,856 | $77.7M | 0.98% | −169,156−58.3% | Reduced |
| Frontier Capital Management Co LLC | 129,800 | $83.4M | 0.80% | −3,931−2.9% | Reduced |
| Citadel Advisors LLC | 131,361 | $84.4M | 0.09% | −75,910−36.6% | Reduced |
| State of Wisconsin Investment Board | 131,897 | $84.8M | 0.24% | −6,174−4.5% | Reduced |
| HM Payson & Co | 132,513 | $85.2M | 1.91% | −2,419−1.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 132,841 | $85.4M | 0.51% | −1,069−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 134,910 | $86.7M | 0.63% | +117,816+689.2% | Added |
| Russell Investments Group, Ltd. | 135,811 | $87.3M | 0.17% | −14,625−9.7% | Reduced |
| AQR Capital Management LLC | 137,339 | $88.3M | 0.19% | −39,806−22.5% | Reduced |
| Macquarie Group Ltd | 142,325 | $91.5M | 0.10% | +113,415+392.3% | Added |
| Assenagon Asset Management S.A. | 142,395 | $91.5M | 0.36% | +56,079+65.0% | Added |
| Caisse de Depot Et Placement du Quebec | 142,838 | $91.8M | 0.24% | −10,563−6.9% | Reduced |
| Parnassus Investments | 144,076 | $92.6M | 0.22% | −44,034−23.4% | Reduced |
| New York State Teachers Retirement System | 144,804 | $93.1M | 0.21% | −6,423−4.2% | Reduced |
| Canada Pension Plan Investment Board | 145,831 | $93.7M | 0.14% | +13,267+10.0% | Added |
| State Board of Administration of Florida Retirement System | 146,510 | $94.2M | 0.21% | −4,349−2.9% | Reduced |
| ProShare Advisors LLC | 149,455 | $96.1M | 0.28% | −3,818−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 153,299 | $98.5M | 0.31% | +112,281+273.7% | Added |
| Great West Life Assurance Co | 158,648 | $102.5M | 0.24% | −5,660−3.4% | Reduced |
| Agf Management Ltd | 160,222 | $103.0M | 0.75% | −14,717−8.4% | Reduced |
| Bank of Montreal | 161,048 | $104.0M | 0.06% | +7,540+4.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 162,589 | $104.5M | 0.24% | +3,515+2.2% | Added |
| Victory Capital Management Inc | 168,255 | $108.2M | 0.12% | −34,417−17.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168,346 | $108.2M | 0.23% | +3,077+1.9% | Added |
| Hudson Bay Capital Management LP | 170,000 | $109.3M | 1.10% | +170,000 | New |
| Jennison Associates LLC | 174,342 | $112.1M | 0.09% | −80,635−31.6% | Reduced |
| Nomura Asset Management Co Ltd | 193,155 | $124.2M | 0.57% | +13,545+7.5% | Added |
| Bessemer Group Inc | 195,690 | $125.8M | 0.27% | −7,043−3.5% | Reduced |
| Swedbank AB | 198,389 | $127.5M | 0.23% | +2,924+1.5% | Added |
| Clearbridge Investments, LLC | 207,747 | $133.6M | 0.12% | +207,747 | New |
| Mirae Asset Global Investments Co., Ltd. | 209,755 | $134.8M | 0.29% | −17,879−7.9% | Reduced |
| SEI Investments Co | 213,641 | $137.3M | 0.24% | +21,345+11.1% | Added |
| Allianz Asset Management GmbH | 217,029 | $139.5M | 0.29% | −18,758−8.0% | Reduced |
| TD Asset Management Inc | 218,775 | $140.6M | 0.16% | −16,488−7.0% | Reduced |
| Neuberger Berman Group LLC | 219,826 | $140.9M | 0.13% | +111,986+103.8% | Added |
| Credit Suisse AG | 221,198 | $142.2M | 0.14% | −41,608−15.8% | Reduced |
| California State Teachers Retirement System | 222,328 | $142.9M | 0.20% | −7,249−3.2% | Reduced |
| William Blair Investment Management, LLC | 223,590 | $143.7M | 0.46% | +106,684+91.3% | Added |
| BNP Paribas Arbitrage, SA | 230,193 | $148.0M | 0.29% | +52,430+29.5% | Added |
| Principal Financial Group Inc | 234,397 | $150.7M | 0.10% | −10,739−4.4% | Reduced |
| Scge Management, L.P. | 235,000 | $151.1M | 3.56% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 236,583 | $152.1M | 0.33% | −1,010−0.4% | Reduced |
| New York State Common Retirement Fund | 238,789 | $153.5M | 0.20% | −2,227−0.9% | Reduced |
| CI Private Wealth, LLC | 244,846 | $157.4M | 0.36% | +218,606+833.1% | Added |
| National Pension Service | 248,565 | $159.2M | 0.26% | +16,828+7.3% | Added |
| Prudential Financial Inc | 248,075 | $159.5M | 0.23% | +2,700+1.1% | Added |
| Cincinnati Insurance Co | 249,211 | $160.2M | 3.05% | 00.0% | Unchanged |
| California Public Employees Retirement System | 263,387 | $169.3M | 0.15% | −12,677−4.6% | Reduced |
| Oaktop Capital Management II, L.P. | 269,146 | $173.0M | 26.29% | 00.0% | Unchanged |
| Rhumbline Advisers | 274,351 | $176.4M | 0.20% | +1,704+0.6% | Added |
| Alkeon Capital Management LLC | 293,370 | $188.6M | 1.13% | −124,171−29.7% | Reduced |
| HSBC Holdings PLC | 310,517 | $199.8M | 0.21% | +27,613+9.8% | Added |
| Royal Bank of Canada | 313,453 | $201.5M | 0.06% | +12,230+4.1% | Added |
| Mackenzie Financial Corp | 310,671 | $202.2M | 0.31% | +110,419+55.1% | Added |
| Citigroup Inc | 318,230 | $204.6M | 0.26% | +19,474+6.5% | Added |
| The PNC Financial Services Group, Inc. | 328,281 | $211.0M | 0.18% | −5,712−1.7% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 341,528 | $219.6M | 1.83% | +241,300+240.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 349,270 | $224.5M | 0.17% | −69,032−16.5% | Reduced |
| Lord, Abbett & Co. LLC | 352,617 | $226.7M | 0.78% | +18,189+5.4% | Added |
| Alliancebernstein L.P. | 361,068 | $232.1M | 0.09% | +9,206+2.6% | Added |
| Rafferty Asset Management, LLC | 362,593 | $233.1M | 1.31% | +13,013+3.7% | Added |
| Envestnet Asset Management Inc | 372,662 | $239.6M | 0.11% | −3,134,939−89.4% | Reduced |
| Boston Partners | 401,141 | $258.6M | 0.35% | −11,310−2.7% | Reduced |
| Nordea Investment Management AB | 411,970 | $266.1M | 0.36% | +1,475+0.4% | Added |
| Deutsche Bank AG | 434,503 | $279.3M | 0.15% | −86,490−16.6% | Reduced |
| Holocene Advisors, LP | 445,535 | $286.4M | 1.25% | +241,480+118.3% | Added |
| Pictet Asset Management SA | 465,580 | $299.3M | 0.35% | −60,219−11.5% | Reduced |
| Swiss National Bank | 487,400 | $313.3M | 0.21% | −54,000−10.0% | Reduced |
| Aspex Management (HK) Ltd | 510,935 | $328.5M | 9.55% | +140,935+38.1% | Added |
| UBS Group AG | 534,796 | $343.8M | 0.15% | +15,835+3.1% | Added |
| First Trust Advisors LP | 559,094 | $359.4M | 0.41% | +8,249+1.5% | Added |
| Voya Investment Management LLC | 570,534 | $366.8M | 0.38% | −226,031−28.4% | Reduced |
| Artisan Partners Limited Partnership | 574,046 | $369.0M | 0.59% | −350,736−37.9% | Reduced |
| WCM Investment Management, LLC | 587,846 | $380.7M | 1.14% | −260,299−30.7% | Reduced |