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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
Farmers Trust Co7,731$4.85M1.12%−386−4.8%Reduced
Rench Wealth Management, Inc.7,854$4.92M2.26%+36+0.5%Added
Maytus Capital Management, LLC8,000$5.01M2.79%+2,500+45.5%Added
Lighthouse Investment Partners, LLC8,015$5.02M0.30%−1,577−16.4%Reduced
River Wealth Advisors LLC8,124$5.09M0.91%+1,160+16.7%Added
Westpac Banking Corp8,222$5.15M0.39%−1,552−15.9%Reduced
Naples Global Advisors, LLC8,215$5.16M0.63%−169−2.0%Reduced
Savoie Capital LLC8,280$5.19M1.36%+8,280New
Lathrop Investment Management Corp8,335$5.22M1.13%00.0%Unchanged
Varma Mutual Pension Insurance Co8,395$5.26M0.06%00.0%Unchanged
Ziegler Capital Management, LLC8,424$5.28M0.21%−207−2.4%Reduced
Raymond James Trust N.A.8,429$5.28M0.16%+3,899+86.1%Added
Bailard, Inc.8,437$5.29M0.18%+255+3.1%Added
O'Shaughnessy Asset Management, LLC8,514$5.34M0.08%+1,116+15.1%Added
NJ State Employees Deferred Compensation Plan8,525$5.34M0.81%−1,700−16.6%Reduced
Prudential PLC8,606$5.39M0.06%−1,600−15.7%Reduced
Atria Wealth Solutions, Inc.8,590$5.40M0.08%+51+0.6%Added
Coldstream Capital Management Inc8,746$5.48M0.18%−32−0.4%Reduced
Arrowstreet Capital, Limited Partnership8,775$5.50M0.01%+5,472+165.7%Added
Atria Investments LLC8,776$5.50M0.10%−281−3.1%Reduced
Financial Partners Group, LLC8,790$5.51M2.64%00.0%Unchanged
Taylor Hoffman Wealth Management8,836$5.54M2.85%−45−0.5%Reduced
Seizert Capital Partners, LLC8,896$5.58M0.30%−3,429−27.8%Reduced
Quantbot Technologies LP8,909$5.58M0.38%+8,909New
Hohimer Wealth Management, LLC8,975$5.63M1.61%−204−2.2%Reduced
Silvant Capital Management LLC8,951$5.63M0.34%−994−10.0%Reduced
Prime Capital Investment Advisors, LLC9,024$5.66M0.12%+16+0.2%Added
Stratos Wealth Partners, LTD.9,076$5.69M0.12%+411+4.7%Added
Hillman Capital Management, Inc.9,085$5.69M2.19%−4,408−32.7%Reduced
Hartford Investment Management Co9,145$5.73M0.23%−341−3.6%Reduced
Bayesian Capital Management, LP9,191$5.76M0.66%−3,800−29.3%Reduced
Wealthfront Advisers LLC9,194$5.76M0.02%+1,178+14.7%Added
Sitrin Capital Management LLC9,198$5.77M3.60%−1,070−10.4%Reduced
McBroom & Associates, LLC9,263$5.81M4.62%+163+1.8%Added
Jackson Wealth Management, LLC9,298$5.83M0.83%+339+3.8%Added
Fiduciary Trust Co9,352$5.86M0.11%−31−0.3%Reduced
Northwest Bancshares, Inc.9,365$5.87M1.12%−1,590−14.5%Reduced
Dai-Ichi Life Insurance Company, Ltd9,374$5.88M0.13%00.0%Unchanged
Carret Asset Management, LLC9,419$5.90M0.82%+47+0.5%Added
Amica Mutual Insurance Co9,420$5.90M0.69%00.0%Unchanged
Horizon Investment Services, LLC9,425$5.91M3.55%+10.0%Added
Taika Capital, LP9,432$5.91M2.91%+2,707+40.3%Added
Insight Wealth Strategies, LLC9,452$5.92M1.14%+354+3.9%Added
HB Wealth Management, LLC9,478$5.94M0.10%+611+6.9%Added
Shell Asset Management Co9,493$5.95M0.25%+1,387+17.1%Added
Cornerstone Advisors, LLC9,500$5.95M0.28%−200−2.1%Reduced
Securian Asset Management, Inc9,538$5.98M0.18%−1,723−15.3%Reduced
Twin Tree Management, LP9,539$5.98M0.20%−11,982−55.7%Reduced
KWMG, LLC9,578$6.00M0.76%−189−1.9%Reduced
Tower Research Capital LLC (TRC)9,581$6.01M0.19%+5,722+148.3%Added
Kestra Advisory Services, LLC9,620$6.03M0.06%+393+4.3%Added
Guinness Atkinson Asset Management Inc9,657$6.05M3.37%00.0%Unchanged
Cullinan Associates Inc9,700$6.08M0.35%00.0%Unchanged
Summit Street Capital Management, LLC9,787$6.13M2.74%00.0%Unchanged
Two Sigma Advisers, LP9,800$6.14M0.02%+9,800New
Aviance Capital Partners, LLC9,804$6.14M1.38%−288−2.9%Reduced
Laffer Tengler Investments9,804$6.14M1.81%−1,482−13.1%Reduced
Tokio Marine Asset Management Co Ltd9,814$6.15M0.39%−196−2.0%Reduced
MML Investors Services, LLC9,820$6.16M0.03%−5−0.1%Reduced
Baldwin Investment Management, LLC9,838$6.17M1.03%−296−2.9%Reduced
Banco Santander, S.A.9,919$6.22M0.09%+6,669+205.2%Added
La Banque Postale Asset Management SA9,965$6.25M0.14%+444+4.7%Added
Violich Capital Management, Inc.10,000$6.27M1.07%00.0%Unchanged
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)10,200$6.39M0.55%+10,200New
Maryland State Retirement & Pension System10,333$6.48M0.15%+85+0.8%Added
D.A. Davidson & Co.10,384$6.51M0.07%−313−2.9%Reduced
Level Four Advisory Services, LLC10,392$6.51M0.42%+226+2.2%Added
Heron Bay Capital Management10,437$6.54M1.76%−259−2.4%Reduced
Impax Asset Management Group plc10,483$6.57M0.03%−228−2.1%Reduced
Gateway Investment Advisers LLC10,574$6.63M0.08%−117−1.1%Reduced
1832 Asset Management L.P.10,600$6.64M0.01%−84,017−88.8%Reduced
Kingsview Wealth Management, LLC10,617$6.65M0.24%+5,348+101.5%Added
Financial Counselors Inc10,629$6.66M0.13%+633+6.3%Added
Healthcare of Ontario Pension Plan Trust Fund10,644$6.67M0.03%+6,455+154.1%Added
SeaCrest Wealth Management, LLC10,696$6.70M0.87%+650+6.5%Added
First Citizens Bank & Trust Co10,729$6.72M0.13%−334−3.0%Reduced
King Luther Capital Management Corp10,746$6.74M0.03%+47+0.4%Added
Fusion Capital, LLC10,790$6.76M3.81%+159+1.5%Added
Socorro Asset Management LP10,853$6.80M3.18%−2,392−18.1%Reduced
Systematic Alpha Investments, LLC10,889$6.82M0.34%00.0%Unchanged
Winmill & Co. Inc10,900$6.83M2.50%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG11,109$6.96M0.10%−1,753−13.6%Reduced
Nilsine Partners, LLC11,139$6.98M1.06%+233+2.1%Added
Cetera Advisor Networks LLC11,182$7.01M0.04%+885+8.6%Added
Elo Mutual Pension Insurance Co11,244$7.05M0.22%+140+1.3%Added
Kentucky Retirement Systems11,432$7.17M0.25%+631+5.8%Added
Ethic Inc.11,575$7.26M0.25%+700+6.4%Added
Valley National Advisers Inc11,604$7.27M1.27%−718−5.8%Reduced
Pathstone Family Office, LLC11,446$7.33M0.06%+6,516+132.2%Added
Central Bank & Trust Co11,796$7.39M1.29%−462−3.8%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd12,168$7.63M0.12%+491+4.2%Added
United Capital Financial Advisers, LLC12,203$7.65M0.05%−932−7.1%Reduced
Teachers Retirement System of the State of Kentucky12,206$7.65M0.08%00.0%Unchanged
Carderock Capital Management Inc12,229$7.66M2.57%−256−2.1%Reduced
iA Global Asset Management Inc.12,288$7.70M0.20%+2,361+23.8%Added
Cambridge Investment Research Advisors, Inc.12,345$7.74M0.04%−211−1.7%Reduced
Gulf International Bank (UK) Ltd12,349$7.74M0.22%−1,303−9.5%Reduced
Chartwell Investment Partners, LLC12,388$7.76M0.30%+1,000+8.8%Added
Cetera Investment Advisers12,420$7.78M0.07%−297−2.3%Reduced
Advisory Services Network, LLC12,559$7.87M0.21%−508−3.9%Reduced