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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, Q3 2023

Institutional positions in Lam Research Corp as of Sep 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
1,451
+34 vs. Q2 2023
Shares held
111.1M
−1.86M (−1.6%) vs. Q2 2023
Total value
$69.7B
−$2.68B (−3.7%) vs. Q2 2023
New holders
124
527 more added
Sold out
90
547 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,451 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ3 2023: $69.7B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2023.

Institutions holding LRCX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Rodgers Brothers Inc.4,540$2.85M0.49%+520+12.9%Added
Eagle Asset Management Inc4,545$2.85M0.02%−85−1.8%Reduced
Advisory Research Inc4,546$2.85M0.40%−445−8.9%Reduced
Proficio Capital Partners LLC4,559$2.86M0.38%+10+0.2%Added
Tiaa Trust, National Association4,587$2.87M0.01%+4,587New
Trust Co of Vermont4,605$2.89M0.19%−22−0.5%Reduced
Sequoia Financial Advisors, LLC4,615$2.89M0.05%−64−1.4%Reduced
Terra Nova Asset Management LLC4,529$2.91M2.65%00.0%Unchanged
Pine Valley Investments Ltd Liability Co4,683$2.94M0.28%+507+12.1%Added
Pittenger & Anderson Inc4,734$2.97M0.15%+240+5.3%Added
Empirical Finance, LLC4,767$2.99M0.22%+441+10.2%Added
GAM Holding AG4,779$3.00M0.22%+11+0.2%Added
Pearl River Capital, LLC4,800$3.01M0.47%−2,549−34.7%Reduced
Blair William & Co4,822$3.02M0.01%+94+2.0%Added
Harbor Capital Advisors, Inc.4,849$3.04M0.65%−205−4.1%Reduced
Pacifica Partners Inc.4,857$3.04M1.65%−306−5.9%Reduced
Azzad Asset Management Inc4,857$3.04M0.43%−1,535−24.0%Reduced
Prelude Capital Management, LLC4,872$3.05M0.28%+1,251+34.5%Added
Advisors Asset Management, Inc.4,901$3.07M0.07%−331−6.3%Reduced
Probity Advisors, Inc.4,902$3.07M0.71%−114−2.3%Reduced
Perigon Wealth Management, LLC4,916$3.08M0.12%−16−0.3%Reduced
Advisory Resource Group4,983$3.12M0.84%+4,253+582.6%Added
Twin Capital Management Inc4,996$3.13M0.45%+415+9.1%Added
Crown Advisors Management, Inc.5,000$3.13M2.23%00.0%Unchanged
Intrust Bank NA5,002$3.14M0.40%+24+0.5%Added
Voloridge Investment Management, LLC5,008$3.14M0.02%+5,008New
Steel Peak Wealth Management LLC5,016$3.15M0.20%−78−1.5%Reduced
Y-Intercept (Hong Kong) Ltd5,034$3.16M0.31%+3,988+381.3%Added
Steward Partners Investment Advisory, LLC5,094$3.19M0.05%+1,177+30.0%Added
Caas Capital Management LP5,100$3.20M0.71%+5,100New
Kentucky Retirement Systems Insurance Trust Fund5,104$3.20M0.25%+282+5.8%Added
Malaga Cove Capital, LLC5,162$3.24M1.49%−62−1.2%Reduced
Strategic Financial Services, Inc,5,204$3.26M0.25%−47−0.9%Reduced
Ameritas Investment Partners, Inc.5,207$3.26M0.13%+698+15.5%Added
Hennessy Advisors Inc5,260$3.30M0.23%−100−1.9%Reduced
Fort Sheridan Advisors LLC5,379$3.37M0.76%+656+13.9%Added
Dark Forest Capital Management LP5,439$3.41M0.29%+4,075+298.8%Added
Midwest Professional Planners, LTD.5,509$3.45M1.55%+402+7.9%Added
Metropolitan Life Insurance Co5,516$3.46M0.18%−339−5.8%Reduced
Benjamin F. Edwards & Company, Inc.5,526$3.46M0.13%+1,189+27.4%Added
Siemens Fonds Invest GmbH5,546$3.48M0.35%−1,209−17.9%Reduced
Vestcor Inc5,558$3.48M0.13%+2,476+80.3%Added
Penserra Capital Management LLC5,570$3.49M0.07%−103−1.8%Reduced
Van Hulzen Asset Management, LLC5,579$3.50M0.27%+9+0.2%Added
Advisors Capital Management, LLC5,616$3.52M0.09%+954+20.5%Added
Kinneret Advisory, LLC5,677$3.57M0.44%−3−0.1%Reduced
Cable Hill Partners, LLC5,783$3.62M0.49%−8,632−59.9%Reduced
Royal Fund Management, LLC5,785$3.63M0.52%+122+2.2%Added
Charter Trust Co5,793$3.63M0.29%−107−1.8%Reduced
Roanoke Asset Management Corp5,810$3.64M1.49%−15−0.3%Reduced
AE Wealth Management LLC5,833$3.66M0.02%+596+11.4%Added
Bristlecone Advisors, LLC5,891$3.69M0.41%+217+3.8%Added
Harbour Capital Advisors, LLC5,995$3.76M1.13%+50+0.8%Added
New Potomac Partners, LLC6,016$3.77M2.60%−523−8.0%Reduced
Whittier Trust Co6,063$3.80M0.07%+52+0.9%Added
American Trust Investment Advisors, LLC6,092$3.82M2.11%+68+1.1%Added
Livforsakringsbolaget Skandia, Omsesidigt6,164$3.87M0.42%−300−4.6%Reduced
Private Advisor Group, LLC6,219$3.90M0.03%+81+1.3%Added
E. Ohman J:or Asset Management AB6,250$3.92M0.15%00.0%Unchanged
Cary Street Partners Asset Management LLC6,285$3.94M0.74%−209−3.2%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,305$3.95M0.16%+2,542+67.6%Added
NEOS Investment Management LLC6,327$3.97M0.51%+6,327New
Meiji Yasuda Life Insurance Co6,397$4.01M0.11%+2,737+74.8%Added
Meeder Asset Management Inc6,456$4.05M0.32%+41+0.6%Added
Panagora Asset Management Inc6,548$4.10M0.03%+1,135+21.0%Added
Norinchukin Bank, The6,553$4.11M0.10%−5,966−47.7%Reduced
Fred Alger Management, LLC6,574$4.12M0.02%−97−1.5%Reduced
Wolverine Trading, LLC6,575$4.12M0.04%+716+12.2%Added
Northwest & Ethical Investments L.P.6,587$4.13M0.14%00.0%Unchanged
Kempen Capital Management N.V.6,612$4.14M0.08%+81+1.2%Added
Metis Global Partners, LLC6,633$4.16M0.20%+1,487+28.9%Added
CCM Investment Advisers LLC6,653$4.17M0.58%−285−4.1%Reduced
Conning Inc.6,664$4.18M0.15%−762−10.3%Reduced
Banque Cantonale Vaudoise6,729$4.22M0.21%+201+3.1%Added
TD Private Client Wealth LLC6,748$4.23M0.18%−365−5.1%Reduced
Cary Street Partner Investment Advisory LLC6,748$4.23M0.23%+6,386+1,764.1%Added
GWM Advisors LLC6,756$4.23M0.05%−527−7.2%Reduced
Toroso Investments, LLC6,795$4.26M0.13%+30+0.4%Added
PDT Partners, LLC6,812$4.27M0.54%+1,900+38.7%Added
Quantinno Capital Management LP6,887$4.32M0.20%+237+3.6%Added
Advisor Partners II, LLC6,901$4.33M0.17%+206+3.1%Added
Empowered Funds, LLC6,945$4.35M0.13%+1,187+20.6%Added
New Mexico Educational Retirement Board6,993$4.38M0.19%+400+6.1%Added
Abn Amro Investment Solutions6,995$4.38M0.09%−1,159−14.2%Reduced
Ashton Thomas Private Wealth, LLC7,013$4.40M0.32%+276+4.1%Added
Matthews International Capital Management LLC7,089$4.44M0.54%−809−10.2%Reduced
Kerrisdale Advisers, LLC7,146$4.48M1.42%−2,408−25.2%Reduced
NewSquare Capital LLC7,147$4.48M0.47%+509+7.7%Added
W.G. Shaheen & Associates DBA Whitney & Co7,227$4.53M0.68%+99+1.4%Added
Brinker Capital Investments, LLC7,310$4.58M0.06%−957−11.6%Reduced
Orion Portfolio Solutions, LLC7,310$4.58M0.06%−957−11.6%Reduced
Verition Fund Management LLC7,364$4.62M0.06%+2,439+49.5%Added
Bokf, NA7,909$4.65M0.10%−54−0.7%Reduced
Marshall & Sullivan Inc7,434$4.66M2.72%−90−1.2%Reduced
Institute for Wealth Management, LLC.7,532$4.72M0.86%00.0%Unchanged
Sustainable Insight Capital Management, LLC7,544$4.73M4.64%+32+0.4%Added
Beacon Pointe Advisors, LLC7,602$4.77M0.06%+6,264+468.2%Added
ExodusPoint Capital Management, LP7,677$4.81M0.06%−7,360−48.9%Reduced
Cresset Asset Management, LLC7,695$4.84M0.03%+349+4.8%Added
Commerce Bank7,727$4.84M0.04%−106−1.4%Reduced