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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 41,789 | $26.9M | 0.18% | −279−0.7% | Reduced |
| Intech Investment Management LLC | 41,777 | $26.9M | 0.28% | −16,040−27.7% | Reduced |
| Guinness Asset Management LTD | 41,571 | $26.7M | 0.62% | +2,753+7.1% | Added |
| Harbor Island Capital LLC | 41,431 | $26.6M | 14.25% | −3,897−8.6% | Reduced |
| Mercer Global Advisors Inc | 41,390 | $26.6M | 0.11% | +10,055+32.1% | Added |
| Natixis | 40,992 | $26.4M | 0.22% | +36,245+763.5% | Added |
| Swiss Life Asset Management Ltd | 40,365 | $26.0M | 0.38% | −1,144−2.8% | Reduced |
| State of Michigan Retirement System | 40,080 | $25.8M | 0.16% | +200+0.5% | Added |
| MetLife Investment Management | 39,391 | $25.3M | 0.18% | −812−2.0% | Reduced |
| Alberta Investment Management Corp | 39,084 | $25.1M | 0.24% | −2,772−6.6% | Reduced |
| Braun Stacey Associates Inc | 38,754 | $24.9M | 1.16% | −31,072−44.5% | Reduced |
| Arizona State Retirement System | 38,571 | $24.8M | 0.20% | +1,333+3.6% | Added |
| ING Groep NV | 38,307 | $24.6M | 0.19% | +4,321+12.7% | Added |
| Virginia Retirement Systems Et Al | 37,852 | $24.3M | 0.23% | +10,300+37.4% | Added |
| Capco Asset Management, LLC | 37,526 | $24.1M | 6.21% | −9,927−20.9% | Reduced |
| Vontobel Holding Ltd. | 37,307 | $24.0M | 0.21% | −6,392−14.6% | Reduced |
| Neville Rodie & Shaw Inc | 37,215 | $23.9M | 2.06% | −78−0.2% | Reduced |
| McGuire Investment Group, LLC | 36,811 | $23.7M | 4.41% | −694−1.9% | Reduced |
| Amalgamated Bank | 36,698 | $23.6M | 0.19% | −602−1.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 36,238 | $23.3M | 1.61% | −381−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,087 | $22.6M | 0.15% | +3,988+12.8% | Added |
| Marex Group plc | 35,000 | $22.5M | 4.06% | +35,000 | New |
| CIBC Asset Management Inc | 34,349 | $22.1M | 0.09% | −157−0.5% | Reduced |
| USS Investment Management Ltd | 34,134 | $21.9M | 0.26% | −800−2.3% | Reduced |
| Forsta Ap-Fonden | 33,700 | $21.7M | 0.23% | +4,800+16.6% | Added |
| Cerity Partners LLC | 33,590 | $21.6M | 0.08% | +2,278+7.3% | Added |
| SG Americas Securities, LLC | 33,567 | $21.6M | 0.18% | +23,062+219.5% | Added |
| Vident Investment Advisory, LLC | 33,519 | $21.5M | 0.74% | −6,908−17.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,992 | $21.2M | 0.04% | +4,359+15.2% | Added |
| Xponance, Inc. | 32,934 | $21.2M | 0.28% | −545−1.6% | Reduced |
| Bridgewater Associates, LP | 32,313 | $20.8M | 0.13% | +11,676+56.6% | Added |
| AMF Pensionsforsakring AB | 32,027 | $20.6M | 0.19% | −2,676−7.7% | Reduced |
| TCW Group Inc | 31,593 | $20.3M | 0.23% | +2,462+8.5% | Added |
| Pinebridge Investments, L.P. | 30,881 | $19.9M | 0.21% | −2,498−7.5% | Reduced |
| Retirement Systems of Alabama | 30,531 | $19.6M | 0.09% | −9,352−23.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 30,304 | $19.5M | 0.64% | +452+1.5% | Added |
| Empire Life Investments Inc. | 30,136 | $19.4M | 1.32% | +280+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 29,967 | $19.3M | 0.19% | −6,249−17.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,382 | $18.9M | 0.28% | +130.0% | Added |
| Foster Victor Wealth Advisors, LLC | 28,927 | $18.2M | 2.02% | −279−1.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,282 | $18.2M | 0.39% | −67,927−70.6% | Reduced |
| Texas Permanent School Fund | 28,172 | $18.1M | 0.17% | +55+0.2% | Added |
| Pacer Advisors, Inc. | 28,110 | $18.1M | 0.07% | −10,939−28.0% | Reduced |
| Gotham Asset Management, LLC | 27,755 | $17.8M | 0.39% | +48+0.2% | Added |
| Cincinnati Financial Corp | 27,724 | $17.8M | 0.41% | 00.0% | Unchanged |
| Leuthold Group, LLC | 27,722 | $17.8M | 2.31% | −956−3.3% | Reduced |
| Tairen Capital Ltd | 27,496 | $17.7M | 0.56% | +27,496 | New |
| IFM Investors Pty Ltd | 27,239 | $17.5M | 0.23% | +1,537+6.0% | Added |
| CIBC World Markets Inc. | 27,088 | $17.4M | 0.06% | +2,290+9.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,026 | $17.4M | 0.21% | +1,100+4.2% | Added |
| CIBC World Markets Corp | 26,990 | $17.4M | 0.14% | +10,671+65.4% | Added |
| Group One Trading, L.P. | 26,816 | $17.2M | 0.74% | −3,711−12.2% | Reduced |
| South Dakota Investment Council | 26,574 | $17.1M | 0.36% | −3,578−11.9% | Reduced |
| Moneta Group Investment Advisors LLC | 26,570 | $17.1M | 0.38% | −253−0.9% | Reduced |
| Qube Research & Technologies Ltd | 26,398 | $17.0M | 0.07% | +26,398 | New |
| DnB Asset Management AS | 26,274 | $16.9M | 0.10% | +166+0.6% | Added |
| Clough Capital Partners L P | 26,100 | $16.8M | 1.69% | −590−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 24,891 | $16.0M | 0.06% | −7,347−22.8% | Reduced |
| Oregon Public Employees Retirement Fund | 24,391 | $15.7M | 0.19% | −967−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,270 | $15.6M | 0.27% | −1,015−4.0% | Reduced |
| Burney Co | 23,888 | $15.4M | 0.70% | −2,085−8.0% | Reduced |
| Huntington National Bank | 23,842 | $15.3M | 0.14% | −1,499−5.9% | Reduced |
| Governors Lane LP | 23,527 | $15.1M | 3.65% | +8,727+59.0% | Added |
| RWC Asset Management LLP | 23,502 | $15.1M | 0.73% | −74,832−76.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,429 | $15.1M | 0.12% | +554+2.4% | Added |
| Eisler Capital (UK) Ltd. | 23,392 | $15.0M | 1.62% | −18,910−44.7% | Reduced |
| Great Lakes Advisors, LLC | 23,254 | $14.9M | 0.15% | −7,042−23.2% | Reduced |
| Daiwa Securities Group Inc. | 23,073 | $14.8M | 0.10% | +22+0.1% | Added |
| Utah Retirement Systems | 23,022 | $14.8M | 0.21% | −963−4.0% | Reduced |
| Transform Wealth, LLC | 22,537 | $14.5M | 1.31% | −55−0.2% | Reduced |
| State of Alaska, Department of Revenue | 22,527 | $14.5M | 0.17% | −431−1.9% | Reduced |
| Linscomb & Williams, Inc. | 22,326 | $14.4M | 0.77% | −1,431−6.0% | Reduced |
| Mutual of America Capital Management LLC | 22,078 | $14.2M | 0.16% | −1,190−5.1% | Reduced |
| National Asset Management, Inc. | 21,998 | $14.2M | 0.32% | −216−1.0% | Reduced |
| Nissay Asset Management Corp | 21,960 | $14.1M | 0.12% | −4,853−18.1% | Reduced |
| Yousif Capital Management, LLC | 21,958 | $14.1M | 0.17% | +202+0.9% | Added |
| Stephens Inc | 21,860 | $14.1M | 0.25% | −1,072−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 21,787 | $14.0M | 0.07% | −251−1.1% | Reduced |
| ClariVest Asset Management LLC | 21,531 | $13.8M | 0.69% | −4,500−17.3% | Reduced |
| Twin Tree Management, LP | 21,521 | $13.8M | 0.28% | −29,724−58.0% | Reduced |
| Public Sector Pension Investment Board | 21,205 | $13.6M | 0.10% | −1,982−8.5% | Reduced |
| New York Life Investment Management LLC | 21,101 | $13.6M | 0.14% | −232−1.1% | Reduced |
| Connectus Wealth, LLC | 20,825 | $13.4M | 0.31% | +2,830+15.7% | Added |
| NewEdge Wealth, LLC | 20,770 | $13.4M | 0.45% | +436+2.1% | Added |
| Glenmede Trust Co NA | 25,046 | $13.3M | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 20,619 | $13.3M | 0.15% | +1,415+7.4% | Added |
| Los Angeles Capital Management LLC | 20,418 | $13.1M | 0.05% | −21,462−51.2% | Reduced |
| FourThought Financial Partners, LLC | 20,406 | $13.1M | 1.72% | −573−2.7% | Reduced |
| Andra AP-fonden | 20,400 | $13.1M | 0.33% | −700−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 20,167 | $13.0M | 0.65% | +671+3.4% | Added |
| Achmea Investment Management B.V. | 19,592 | $12.6M | 0.27% | +4,176+27.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 19,433 | $12.5M | 0.07% | −1,611−7.7% | Reduced |
| Hosking Partners LLP | 18,903 | $12.2M | 0.51% | +1,683+9.8% | Added |
| LSV Asset Management | 18,842 | $12.1M | 0.03% | −80,590−81.1% | Reduced |
| Terry L. Blaker | 18,583 | $11.9M | 1.01% | +321+1.8% | Added |
| Gratus Capital LLC | 18,078 | $11.6M | 0.80% | −368−2.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,933 | $11.5M | 0.42% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,741 | $11.4M | 0.02% | +480+2.8% | Added |
| Assetmark, Inc | 17,597 | $11.3M | 0.04% | +3,548+25.3% | Added |
| Crossmark Global Holdings, Inc. | 15,538 | $11.2M | 0.24% | +3,968+34.3% | Added |