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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 17,400 | $11.2M | 0.16% | −2,800−13.9% | Reduced |
| Calamos Advisors LLC | 17,372 | $11.2M | 0.06% | +32+0.2% | Added |
| Cozad Asset Management Inc | 17,131 | $11.0M | 1.37% | +485+2.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $10.8M | 2.26% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 16,700 | $10.7M | 0.24% | +1,200+7.7% | Added |
| Banque Pictet & Cie SA | 16,514 | $10.6M | 0.09% | +403+2.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,507 | $10.6M | 1.14% | −374−2.2% | Reduced |
| Marco Investment Management LLC | 16,045 | $10.3M | 1.11% | +60.0% | Added |
| Czech National Bank | 15,904 | $10.2M | 0.23% | +8+0.1% | Added |
| Employees Retirement System of Texas | 15,892 | $10.2M | 0.14% | +7,011+78.9% | Added |
| UniSuper Management Pty Ltd | 15,700 | $10.1M | 0.11% | +15,700 | New |
| LMCG Investments, LLC | 15,656 | $10.1M | 0.65% | −42−0.3% | Reduced |
| BTC Capital Management, Inc. | 15,531 | $10.0M | 1.08% | −976−5.9% | Reduced |
| Fifth Third Bancorp | 15,339 | $9.86M | 0.04% | −1,369−8.2% | Reduced |
| ExodusPoint Capital Management, LP | 15,037 | $9.67M | 0.11% | +15,037 | New |
| MBB Public Markets I LLC | 15,015 | $9.65M | 0.55% | −6,620−30.6% | Reduced |
| Modera Wealth Management, LLC | 14,822 | $9.53M | 0.17% | +14,822 | New |
| YHB Investment Advisors, Inc. | 14,776 | $9.50M | 0.89% | +61+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 14,553 | $9.36M | 0.14% | −505−3.4% | Reduced |
| M&T Bank Corp | 14,488 | $9.31M | 0.03% | −3,586−19.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,477 | $9.31M | 0.12% | −1,095−7.0% | Reduced |
| Cable Hill Partners, LLC | 14,415 | $9.29M | 1.21% | −57−0.4% | Reduced |
| Ieq Capital, LLC | 14,347 | $9.22M | 0.19% | +316+2.3% | Added |
| Baker Ellis Asset Management LLC | 14,225 | $9.14M | 1.55% | −10−0.1% | Reduced |
| Marlowe Partners LP | 14,079 | $9.05M | 21.12% | −15,610−52.6% | Reduced |
| Profund Advisors LLC | 14,071 | $9.05M | 0.49% | +1,694+13.7% | Added |
| Artemis Wealth Advisors, LLC | 14,000 | $9.00M | 1.64% | +14,000 | New |
| Gulf International Bank (UK) Ltd | 13,652 | $8.78M | 0.22% | −4,315−24.0% | Reduced |
| Hillman Capital Management, Inc. | 13,493 | $8.67M | 3.06% | −242−1.8% | Reduced |
| Albar Capital Ltd | 13,395 | $8.61M | 1.93% | +13,395 | New |
| Socorro Asset Management LP | 13,245 | $8.51M | 3.60% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 13,160 | $8.46M | 1.34% | −76−0.6% | Reduced |
| Platinum Investment Management Ltd | 13,148 | $8.45M | 0.29% | −1,424−9.8% | Reduced |
| United Capital Financial Advisers, LLC | 13,135 | $8.44M | 0.05% | −728−5.3% | Reduced |
| Nemes Rush Group LLC | 13,093 | $8.42M | 1.48% | +13,093 | New |
| Advisory Services Network, LLC | 13,067 | $8.40M | 0.22% | −83−0.6% | Reduced |
| Bayesian Capital Management, LP | 12,991 | $8.35M | 0.90% | +2,300+21.5% | Added |
| Shelton Capital Management | 12,934 | $8.31M | 0.30% | +346+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,862 | $8.27M | 0.11% | +543+4.4% | Added |
| Railway Pension Investments Ltd | 12,800 | $8.23M | 0.08% | +12,800 | New |
| Covington Investment Advisors Inc. | 12,783 | $8.22M | 1.64% | +35+0.3% | Added |
| Cetera Investment Advisers | 12,717 | $8.18M | 0.07% | −974−7.1% | Reduced |
| Edentree Asset Management Ltd | 12,650 | $8.13M | 2.79% | +12,650 | New |
| Tudor Investment Corp Et Al | 12,607 | $8.10M | 0.13% | −5,877−31.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,556 | $8.07M | 0.04% | +374+3.1% | Added |
| Norinchukin Bank, The | 12,519 | $8.05M | 0.14% | +1,970+18.7% | Added |
| Carderock Capital Management Inc | 12,485 | $8.03M | 2.49% | +476+4.0% | Added |
| Seizert Capital Partners, LLC | 12,325 | $7.92M | 0.42% | −3,968−24.4% | Reduced |
| Valley National Advisers Inc | 12,322 | $7.92M | 1.33% | −510−4.0% | Reduced |
| Central Bank & Trust Co | 12,258 | $7.88M | 1.34% | −160−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,206 | $7.85M | 0.08% | −904−6.9% | Reduced |
| British Columbia Investment Management Corp | 12,171 | $7.82M | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 12,033 | $7.74M | 0.24% | +1,030+9.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,677 | $7.51M | 0.12% | +665+6.0% | Added |
| Chartwell Investment Partners, LLC | 11,388 | $7.32M | 0.27% | +1,543+15.7% | Added |
| Laffer Tengler Investments | 11,286 | $7.26M | 1.92% | −128−1.1% | Reduced |
| Securian Asset Management, Inc | 11,261 | $7.24M | 0.19% | −307−2.7% | Reduced |
| PGGM Investments | 11,132 | $7.16M | 0.12% | +1,552+16.2% | Added |
| Elo Mutual Pension Insurance Co | 11,104 | $7.14M | 0.21% | +215+2.0% | Added |
| Jessup Wealth Management, Inc | 11,094 | $7.13M | 3.82% | +11,094 | New |
| First Citizens Bank & Trust Co | 11,063 | $7.11M | 0.13% | +2,172+24.4% | Added |
| Moore Capital Management, LP | 11,000 | $7.07M | 0.17% | +4,400+66.7% | Added |
| Northwest Bancshares, Inc. | 10,955 | $7.04M | 1.27% | −752−6.4% | Reduced |
| Nilsine Partners, LLC | 10,906 | $7.01M | 1.03% | +66+0.6% | Added |
| Winmill & Co. Inc | 10,900 | $7.01M | 2.51% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,889 | $7.00M | 0.34% | 00.0% | Unchanged |
| Ethic Inc. | 10,875 | $6.99M | 0.26% | +149+1.4% | Added |
| Kentucky Retirement Systems | 10,801 | $6.94M | 0.23% | +132+1.2% | Added |
| Impax Asset Management Group plc | 10,711 | $6.89M | 0.03% | −1,242−10.4% | Reduced |
| King Luther Capital Management Corp | 10,699 | $6.88M | 0.03% | +132+1.2% | Added |
| D.A. Davidson & Co. | 10,697 | $6.88M | 0.07% | +1,022+10.6% | Added |
| Heron Bay Capital Management | 10,696 | $6.88M | 1.91% | +2,557+31.4% | Added |
| Gateway Investment Advisers LLC | 10,691 | $6.87M | 0.08% | −167−1.5% | Reduced |
| Fusion Capital, LLC | 10,631 | $6.83M | 3.82% | +75+0.7% | Added |
| Harber Asset Management LLC | 10,313 | $6.63M | 1.76% | −8,049−43.8% | Reduced |
| Cetera Advisor Networks LLC | 10,297 | $6.62M | 0.05% | +993+10.7% | Added |
| CX Institutional | 10,283 | $6.61M | 0.34% | −193−1.8% | Reduced |
| Sitrin Capital Management LLC | 10,268 | $6.60M | 3.71% | +47+0.5% | Added |
| Maryland State Retirement & Pension System | 10,248 | $6.59M | 0.14% | −427−4.0% | Reduced |
| Bank of Nova Scotia | 10,236 | $6.58M | 0.02% | +867+9.3% | Added |
| NJ State Employees Deferred Compensation Plan | 10,225 | $6.57M | 0.95% | 00.0% | Unchanged |
| Prudential PLC | 10,206 | $6.56M | 0.08% | +40+0.4% | Added |
| Level Four Advisory Services, LLC | 10,166 | $6.54M | 0.39% | +303+3.1% | Added |
| Omers Administration Corp | 10,163 | $6.53M | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 10,134 | $6.51M | 1.07% | −250−2.4% | Reduced |
| Aviance Capital Partners, LLC | 10,092 | $6.49M | 1.37% | +77+0.8% | Added |
| SeaCrest Wealth Management, LLC | 10,046 | $6.46M | 0.82% | −103−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,010 | $6.44M | 0.41% | −3,070−23.5% | Reduced |
| Violich Capital Management, Inc. | 10,000 | $6.43M | 1.04% | −625−5.9% | Reduced |
| Financial Counselors Inc | 9,996 | $6.43M | 0.13% | +221+2.3% | Added |
| Silvant Capital Management LLC | 9,945 | $6.41M | 0.36% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 9,927 | $6.38M | 0.17% | +9,927 | New |
| Heritage Trust Co | 9,908 | $6.37M | 0.93% | +171+1.8% | Added |
| MML Investors Services, LLC | 9,825 | $6.32M | 0.03% | −628−6.0% | Reduced |
| Summit Street Capital Management, LLC | 9,787 | $6.29M | 2.96% | 00.0% | Unchanged |
| Westpac Banking Corp | 9,774 | $6.28M | 0.44% | −20,068−67.2% | Reduced |
| KWMG, LLC | 9,767 | $6.28M | 0.78% | +271+2.9% | Added |
| Cornerstone Advisors, LLC | 9,700 | $6.24M | 0.30% | −7,300−42.9% | Reduced |
| Cullinan Associates Inc | 9,700 | $6.24M | 0.34% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,657 | $6.21M | 3.29% | −229−2.3% | Reduced |