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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 134,910 | $86.7M | 0.63% | +117,816+689.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 132,841 | $85.4M | 0.51% | −1,069−0.8% | Reduced |
| HM Payson & Co | 132,513 | $85.2M | 1.91% | −2,419−1.8% | Reduced |
| State of Wisconsin Investment Board | 131,897 | $84.8M | 0.24% | −6,174−4.5% | Reduced |
| Citadel Advisors LLC | 131,361 | $84.4M | 0.09% | −75,910−36.6% | Reduced |
| Frontier Capital Management Co LLC | 129,800 | $83.4M | 0.80% | −3,931−2.9% | Reduced |
| Vulcan Value Partners, LLC | 120,856 | $77.7M | 0.98% | −169,156−58.3% | Reduced |
| Schroder Investment Management Group | 120,428 | $77.4M | 0.11% | +4,675+4.0% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 120,000 | $77.1M | 1.43% | +120,000 | New |
| Capital Fund Management S.A. | 119,593 | $76.9M | 1.21% | +78,078+188.1% | Added |
| Eventide Asset Management, LLC | 117,368 | $75.5M | 1.28% | +397+0.3% | Added |
| Susquehanna International Group, LLP | 116,511 | $74.9M | 0.12% | +27,225+30.5% | Added |
| Captrust Financial Advisors | 115,290 | $74.1M | 0.29% | +3,925+3.5% | Added |
| DekaBank Deutsche Girozentrale | 115,030 | $73.8M | 0.17% | −11,679−9.2% | Reduced |
| Employees Provident Fund Board | 112,641 | $72.4M | 1.71% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 111,986 | $72.0M | 0.57% | +3,827+3.5% | Added |
| Heard Capital LLC | 111,879 | $71.9M | 5.53% | −26,276−19.0% | Reduced |
| Blue Whale Capital LLP | 111,500 | $71.7M | 11.00% | +500+0.5% | Added |
| Raymond James & Associates | 110,189 | $70.8M | 0.06% | +9,444+9.4% | Added |
| APG Asset Management N.V. | 119,054 | $70.2M | 0.14% | −3,868−3.1% | Reduced |
| Ninety One UK Ltd | 107,295 | $69.0M | 0.20% | −36,741−25.5% | Reduced |
| Pinnacle Associates Ltd | 105,830 | $68.0M | 1.18% | −3,739−3.4% | Reduced |
| Toronto Dominion Bank | 105,016 | $67.5M | 0.10% | +54+0.1% | Added |
| Manufacturers Life Insurance Company, The | 104,331 | $67.1M | 0.04% | −1,454−1.4% | Reduced |
| RE Advisers Corp | 102,800 | $66.1M | 1.75% | +17,000+19.8% | Added |
| Korea Investment CORP | 101,892 | $65.5M | 0.18% | −25,951−20.3% | Reduced |
| NZS Capital, LLC | 99,584 | $64.0M | 3.20% | −14,085−12.4% | Reduced |
| AXA S.A. | 97,545 | $62.7M | 0.21% | −14,524−13.0% | Reduced |
| Federated Hermes, Inc. | 97,213 | $62.5M | 0.16% | −531−0.5% | Reduced |
| 1832 Asset Management L.P. | 94,617 | $60.8M | 0.12% | −88,527−48.3% | Reduced |
| Jane Street Group, LLC | 93,641 | $60.2M | 0.08% | +44,105+89.0% | Added |
| KBC Group NV | 92,760 | $59.6M | 0.25% | −11,393−10.9% | Reduced |
| Aviva PLC | 92,199 | $59.3M | 0.24% | +31,666+52.3% | Added |
| Associated Banc-Corp | 92,073 | $59.2M | 2.24% | −3,496−3.7% | Reduced |
| Standard Life Aberdeen plc | 92,035 | $59.2M | 0.14% | +6,045+7.0% | Added |
| Erste Asset Management GmbH | 92,147 | $59.1M | 1.04% | +2,540+2.8% | Added |
| Mariner, LLC | 90,012 | $57.9M | 0.15% | −1,653−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 87,128 | $56.0M | 0.32% | −2,698−3.0% | Reduced |
| Artemis Investment Management LLP | 85,643 | $55.0M | 0.70% | −41,158−32.5% | Reduced |
| Squarepoint Ops LLC | 83,763 | $53.8M | 0.30% | +79,986+2,117.7% | Added |
| M&G Investment Management Ltd | 81,512 | $52.4M | 0.31% | −40,594−33.2% | Reduced |
| State of New Jersey Common Pension Fund D | 79,844 | $51.3M | 0.17% | −614−0.8% | Reduced |
| Storebrand Asset Management AS | 78,533 | $50.5M | 0.23% | +9,733+14.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 78,344 | $50.4M | 0.19% | −1,086−1.4% | Reduced |
| Brandywine Global Investment Management, LLC | 77,307 | $49.7M | 0.41% | −8,573−10.0% | Reduced |
| Fort Pitt Capital Group, LLC | 77,050 | $49.5M | 1.82% | +1,324+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76,342 | $49.1M | 0.08% | +3,553+4.9% | Added |
| Putnam Investments LLC | 75,507 | $48.5M | 0.07% | −3,402−4.3% | Reduced |
| Crosslink Capital Inc | 75,079 | $48.3M | 7.98% | +880+1.2% | Added |
| Public Employees Retirement System of Ohio | 74,457 | $47.9M | 0.19% | −5,645−7.0% | Reduced |
| American Century Companies Inc | 73,659 | $47.4M | 0.04% | +19,538+36.1% | Added |
| Nicholas Company, Inc. | 70,750 | $45.5M | 0.87% | −11,470−14.0% | Reduced |
| Natixis Advisors, L.P. | 70,284 | $45.2M | 0.14% | −1,211−1.7% | Reduced |
| Stifel Financial Corp | 67,236 | $43.2M | 0.06% | −50−0.1% | Reduced |
| STRS Ohio | 67,211 | $43.2M | 0.18% | −2,359−3.4% | Reduced |
| Truist Financial Corp | 66,681 | $42.9M | 0.07% | −6,274−8.6% | Reduced |
| Vaughan David Investments LLC | 66,623 | $42.8M | 1.25% | +574+0.9% | Added |
| Mn Services Vermogensbeheer B.V. | 64,284 | $41.3M | 0.39% | −5,500−7.9% | Reduced |
| Treasurer of the State of North Carolina | 63,249 | $40.7M | 0.21% | −1,748−2.7% | Reduced |
| Value Aligned Research Advisors, LLC | 63,182 | $40.6M | 12.70% | +50,083+382.3% | Added |
| Atalanta Sosnoff Capital, LLC | 63,032 | $40.5M | 1.10% | +2,012+3.3% | Added |
| Triple Frond Partners LLC | 62,060 | $39.9M | 5.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 61,869 | $39.8M | 0.70% | +29,107+88.8% | Added |
| FIL Ltd | 61,715 | $39.7M | 0.04% | +38,865+170.1% | Added |
| Asset Management One Co.,Ltd. | 61,393 | $39.5M | 0.17% | +2,168+3.7% | Added |
| Royal London Asset Management Ltd | 61,126 | $39.3M | 0.13% | +10,952+21.8% | Added |
| Flputnam Investment Management Co | 60,495 | $38.9M | 1.06% | +363+0.6% | Added |
| LPL Financial LLC | 59,443 | $38.2M | 0.03% | +140+0.2% | Added |
| Jericho Capital Asset Management L.P. | 59,210 | $38.1M | 1.49% | −67,790−53.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 58,967 | $37.9M | 0.05% | −12,836−17.9% | Reduced |
| Castleark Management LLC | 58,605 | $37.7M | 1.71% | +130+0.2% | Added |
| Ardevora Asset Management LLP | 58,500 | $37.6M | 0.91% | −41,600−41.6% | Reduced |
| Capital International Investors | 54,790 | $35.2M | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 54,024 | $34.7M | 0.18% | −11,582−17.7% | Reduced |
| ARS Investment Partners, LLC | 53,985 | $34.7M | 4.06% | −1,098−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 53,150 | $34.2M | 0.20% | +41,538+357.7% | Added |
| Renaissance Group LLC | 52,584 | $33.8M | 1.46% | +52,584 | New |
| Janney Montgomery Scott LLC | 52,514 | $33.8M | 0.12% | +13,540+34.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,288 | $33.6M | 0.15% | +3,569+7.3% | Added |
| Man Group plc | 52,278 | $33.6M | 0.10% | – | – |
| Millennium Management LLC | 50,641 | $32.6M | 0.03% | −24,636−32.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 48,900 | $31.4M | 1.31% | 00.0% | Unchanged |
| Tybourne Capital Management (HK) Ltd | 48,692 | $31.3M | 3.38% | −7,087−12.7% | Reduced |
| Handelsbanken Fonder AB | 48,467 | $31.2M | 0.17% | +6,358+15.1% | Added |
| Creative Planning | 47,969 | $30.8M | 0.04% | +878+1.9% | Added |
| American International Group, Inc. | 47,510 | $30.5M | 0.19% | +381+0.8% | Added |
| Colony Group LLC | 47,318 | $30.4M | 0.43% | +522+1.1% | Added |
| HighTower Advisors, LLC | 47,050 | $30.3M | 0.06% | −13,831−22.7% | Reduced |
| National Bank of Canada | 46,215 | $30.1M | 0.06% | +32,046+226.2% | Added |
| Robeco Institutional Asset Management B.V. | 46,442 | $29.9M | 0.08% | −7,138−13.3% | Reduced |
| Ensign Peak Advisors, Inc | 46,324 | $29.8M | 0.06% | −2,735−5.6% | Reduced |
| US Bancorp | 45,913 | $29.5M | 0.05% | −870−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 45,673 | $29.4M | 0.22% | −4,060−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 45,599 | $29.3M | 0.06% | +10,382+29.5% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $29.3M | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 45,494 | $29.2M | 0.08% | −2,544−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,642 | $27.4M | 0.05% | −494−1.1% | Reduced |
| State of Tennessee, Treasury Department | 42,412 | $27.3M | 0.11% | +6,898+19.4% | Added |
| Arvest Trust Co N A | 37,696 | $27.1M | 1.61% | −7,793−17.1% | Reduced |
| Thrivent Financial for Lutherans | 42,098 | $27.1M | 0.06% | −19,832−32.0% | Reduced |