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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JustInvest LLC | 12,734 | $7.98M | 0.24% | +701+5.8% | Added |
| Covington Investment Advisors Inc. | 12,778 | $8.01M | 1.64% | −50.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,798 | $8.02M | 1.01% | −3,709−22.5% | Reduced |
| Railway Pension Investments Ltd | 12,800 | $8.02M | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,804 | $8.03M | 0.15% | −2,018−13.6% | Reduced |
| Ieq Capital, LLC | 12,912 | $8.09M | 0.16% | −1,435−10.0% | Reduced |
| Means Investment Co., Inc. | 12,988 | $8.14M | 1.33% | −172−1.3% | Reduced |
| Platinum Investment Management Ltd | 13,110 | $8.22M | 0.32% | −38−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 13,365 | $8.38M | 0.16% | +4,808+56.2% | Added |
| Nemes Rush Group LLC | 13,438 | $8.42M | 1.53% | +345+2.6% | Added |
| M&T Bank Corp | 13,464 | $8.44M | 0.03% | −1,024−7.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 13,907 | $8.72M | 0.05% | −5,526−28.4% | Reduced |
| Artemis Wealth Advisors, LLC | 14,000 | $8.77M | 1.64% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 14,042 | $8.80M | 1.58% | −183−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,206 | $8.90M | 0.16% | −347−2.4% | Reduced |
| MBB Public Markets I LLC | 14,215 | $8.91M | 0.60% | −800−5.3% | Reduced |
| Marlowe Partners LP | 14,272 | $8.95M | 27.43% | +193+1.4% | Added |
| Public Sector Pension Investment Board | 14,278 | $8.95M | 0.07% | −6,927−32.7% | Reduced |
| Employees Retirement System of Texas | 14,310 | $8.97M | 0.13% | −1,582−10.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,435 | $9.05M | 0.12% | −42−0.3% | Reduced |
| Fifth Third Bancorp | 14,568 | $9.13M | 0.04% | −771−5.0% | Reduced |
| YHB Investment Advisors, Inc. | 14,620 | $9.16M | 0.85% | −156−1.1% | Reduced |
| PGGM Investments | 14,677 | $9.20M | 0.16% | +3,545+31.8% | Added |
| CBOE Vest Financial, LLC | 14,806 | $9.28M | 0.51% | +6,280+73.7% | Added |
| LMCG Investments, LLC | 14,836 | $9.30M | 0.63% | −820−5.2% | Reduced |
| Trexquant Investment LP | 14,906 | $9.34M | 0.23% | +14,906 | New |
| D. E. Shaw & Co., Inc. | 14,939 | $9.36M | 0.02% | +8,654+137.7% | Added |
| BTC Capital Management, Inc. | 15,276 | $9.57M | 1.11% | −255−1.6% | Reduced |
| UniSuper Management Pty Ltd | 15,700 | $9.84M | 0.12% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 15,713 | $9.85M | 0.54% | −5,818−27.0% | Reduced |
| Marco Investment Management LLC | 16,045 | $10.1M | 1.16% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 16,113 | $10.1M | 0.12% | −401−2.4% | Reduced |
| Point72 Middle East FZE | 16,205 | $10.2M | 0.61% | +16,205 | New |
| Investment Management Corp of Ontario | 16,236 | $10.2M | 0.40% | +13,448+482.4% | Added |
| Shelton Capital Management | 16,436 | $10.3M | 0.38% | +3,502+27.1% | Added |
| Profund Advisors LLC | 16,559 | $10.4M | 0.57% | +2,488+17.7% | Added |
| Cozad Asset Management Inc | 16,701 | $10.5M | 1.36% | −430−2.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $10.5M | 2.27% | 00.0% | Unchanged |
| Nishkama Capital, LLC | 16,873 | $10.6M | 3.53% | +16,873 | New |
| Envestnet Portfolio Solutions, Inc. | 17,080 | $10.7M | 0.05% | +17,080 | New |
| Terry L. Blaker | 17,246 | $10.8M | 0.96% | −1,337−7.2% | Reduced |
| Lido Advisors, LLC | 17,420 | $10.9M | 0.12% | −3,199−15.5% | Reduced |
| Calamos Advisors LLC | 17,440 | $10.9M | 0.06% | +68+0.4% | Added |
| Liontrust Investment Partners LLP | 17,800 | $11.2M | 0.18% | +400+2.3% | Added |
| Great Lakes Advisors, LLC | 17,863 | $11.2M | 0.10% | −5,391−23.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 17,933 | $11.2M | 0.73% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,728 | $11.2M | 0.25% | +2,190+14.1% | Added |
| Gratus Capital LLC | 18,047 | $11.3M | 0.77% | −31−0.2% | Reduced |
| Empire Life Investments Inc. | 18,171 | $11.4M | 0.83% | −11,965−39.7% | Reduced |
| Assetmark, Inc | 18,586 | $11.6M | 0.05% | +989+5.6% | Added |
| Louisiana State Employees Retirement System | 18,800 | $11.8M | 0.27% | +2,100+12.6% | Added |
| Walleye Capital LLC | 19,190 | $12.0M | 0.18% | −42,679−69.0% | Reduced |
| Ardevora Asset Management LLP | 19,396 | $12.2M | 0.60% | −39,104−66.8% | Reduced |
| Oregon Public Employees Retirement Fund | 19,806 | $12.4M | 0.17% | −4,585−18.8% | Reduced |
| Baker Avenue Asset Management, LP | 19,832 | $12.4M | 0.62% | −335−1.7% | Reduced |
| Wellington Management Group LLP | 20,039 | $12.6M | 0.00% | +15,848+378.1% | Added |
| Burney Co | 20,130 | $12.6M | 0.59% | −3,758−15.7% | Reduced |
| FourThought Financial Partners, LLC | 20,159 | $12.6M | 1.77% | −247−1.2% | Reduced |
| Achmea Investment Management B.V. | 20,438 | $12.8M | 0.28% | +846+4.3% | Added |
| Connectus Wealth, LLC | 20,489 | $12.8M | 0.29% | −336−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 20,619 | $12.9M | 0.07% | −1,168−5.4% | Reduced |
| Natixis | 20,744 | $13.0M | 0.10% | −20,248−49.4% | Reduced |
| New York Life Investment Management LLC | 20,795 | $13.0M | 0.14% | −306−1.5% | Reduced |
| Linscomb & Williams, Inc. | 20,917 | $13.1M | 0.77% | −1,409−6.3% | Reduced |
| Group One Trading, L.P. | 20,999 | $13.2M | 0.52% | −5,817−21.7% | Reduced |
| Yousif Capital Management, LLC | 21,215 | $13.3M | 0.17% | −743−3.4% | Reduced |
| HRT Financial LP | 21,298 | $13.3M | 0.13% | +21,298 | New |
| Mutual of America Capital Management LLC | 21,312 | $13.4M | 0.16% | −766−3.5% | Reduced |
| South Dakota Investment Council | 21,406 | $13.4M | 0.31% | −5,168−19.4% | Reduced |
| State of Alaska, Department of Revenue | 21,817 | $13.7M | 0.17% | −710−3.2% | Reduced |
| Sora Investors LLC | 22,000 | $13.8M | 3.09% | +22,000 | New |
| CIBC World Markets Corp | 22,602 | $14.2M | 0.14% | −4,388−16.3% | Reduced |
| Hosking Partners LLP | 22,707 | $14.2M | 0.63% | +3,804+20.1% | Added |
| National Asset Management, Inc. | 22,686 | $14.3M | 0.39% | +688+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 23,012 | $14.4M | 0.25% | −1,258−5.2% | Reduced |
| Stephens Inc | 23,028 | $14.4M | 0.28% | +1,168+5.3% | Added |
| Utah Retirement Systems | 23,178 | $14.5M | 0.21% | +156+0.7% | Added |
| Czech National Bank | 23,297 | $14.6M | 0.23% | +7,393+46.5% | Added |
| Allspring Global Investments Holdings, LLC | 23,760 | $14.9M | 0.03% | +6,019+33.9% | Added |
| CTC LLC | 23,986 | $15.0M | 0.67% | +23,986 | New |
| Transform Wealth, LLC | 24,180 | $15.2M | 1.60% | +1,643+7.3% | Added |
| Glenmede Trust Co NA | 24,860 | $15.6M | 0.09% | −186−0.7% | Reduced |
| Huntington National Bank | 24,950 | $15.6M | 0.16% | +1,108+4.6% | Added |
| Moneta Group Investment Advisors LLC | 25,334 | $15.9M | 0.36% | −1,236−4.7% | Reduced |
| Bank of Nova Scotia | 25,735 | $16.1M | 0.04% | +15,499+151.4% | Added |
| Rockefeller Capital Management L.P. | 25,884 | $16.2M | 0.06% | +993+4.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,126 | $16.4M | 0.22% | −900−3.3% | Reduced |
| Pacer Advisors, Inc. | 26,183 | $16.4M | 0.06% | −1,927−6.9% | Reduced |
| Daiwa Securities Group Inc. | 25,715 | $16.4M | 0.12% | +2,642+11.5% | Added |
| Foster Victor Wealth Advisors, LLC | 26,347 | $16.5M | 1.93% | −2,580−8.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,802 | $16.8M | 0.14% | +3,373+14.4% | Added |
| CIBC World Markets Inc. | 26,889 | $16.9M | 0.06% | −199−0.7% | Reduced |
| NewEdge Wealth, LLC | 27,012 | $16.9M | 0.54% | +6,242+30.1% | Added |
| Nissay Asset Management Corp | 27,130 | $17.0M | 0.15% | +5,170+23.5% | Added |
| Leuthold Group, LLC | 27,221 | $17.1M | 2.39% | −501−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 27,449 | $17.2M | 0.27% | +27,449 | New |
| Texas Permanent School Fund | 27,544 | $17.3M | 0.17% | −628−2.2% | Reduced |
| Cincinnati Financial Corp | 27,724 | $17.4M | 0.42% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,812 | $17.4M | 0.41% | −470−1.7% | Reduced |
| IFM Investors Pty Ltd | 27,881 | $17.5M | 0.23% | +642+2.4% | Added |