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 6 sales; 3,142 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 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 27,915 | $17.5M | 0.09% | −5,675−16.9% | Reduced |
| Engine No. 1 LLC | 28,390 | $17.8M | 9.37% | +28,390 | New |
| Gotham Asset Management, LLC | 28,968 | $18.2M | 0.38% | +1,213+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 29,439 | $18.5M | 0.19% | −528−1.8% | Reduced |
| Tudor Investment Corp Et Al | 29,542 | $18.5M | 0.27% | +16,935+134.3% | Added |
| Williams Jones Wealth Management, LLC. | 29,575 | $18.5M | 0.28% | +193+0.7% | Added |
| Retirement Systems of Alabama | 30,140 | $18.9M | 0.09% | −391−1.3% | Reduced |
| Clough Capital Partners L P | 30,340 | $19.0M | 2.04% | +4,240+16.2% | Added |
| Vident Advisory, LLC | 30,771 | $19.3M | 0.60% | +30,771 | New |
| Optiver Holding B.V. | 30,834 | $19.3M | 0.55% | +30,834 | New |
| Badgley Phelps Wealth Managers, LLC | 30,984 | $19.4M | 0.66% | +680+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,548 | $19.8M | 0.04% | −1,444−4.4% | Reduced |
| Xponance, Inc. | 31,553 | $19.8M | 0.27% | −1,381−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,307 | $20.9M | 0.19% | +31,789+2,094.1% | Added |
| Lazard Asset Management LLC | 33,357 | $20.9M | 0.03% | +31,968+2,301.5% | Added |
| TCW Group Inc | 33,768 | $21.2M | 0.27% | +2,175+6.9% | Added |
| USS Investment Management Ltd | 34,019 | $21.3M | 0.23% | −115−0.3% | Reduced |
| Alberta Investment Management Corp | 34,310 | $21.5M | 0.23% | −4,774−12.2% | Reduced |
| M&G Investment Management Ltd | 34,497 | $21.6M | 0.16% | −47,015−57.7% | Reduced |
| McGuire Investment Group, LLC | 34,601 | $21.7M | 4.18% | −2,210−6.0% | Reduced |
| Commonwealth Equity Services, LLC | 34,876 | $21.9M | 0.05% | −10,723−23.5% | Reduced |
| Thrivent Financial for Lutherans | 34,929 | $21.9M | 0.05% | −7,169−17.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 35,787 | $22.4M | 1.64% | −451−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 36,189 | $22.7M | 0.35% | −4,176−10.3% | Reduced |
| DnB Asset Management AS | 36,190 | $22.7M | 0.14% | +9,916+37.7% | Added |
| Arvest Trust Co N A | 36,310 | $22.8M | 1.48% | −1,386−3.7% | Reduced |
| Vontobel Holding Ltd. | 36,389 | $22.8M | 0.21% | −918−2.5% | Reduced |
| AMF Pensionsforsakring AB | 36,367 | $22.8M | 0.22% | +4,340+13.6% | Added |
| First Republic Investment Management, Inc. | 36,696 | $23.0M | 0.07% | +36,696 | New |
| Amalgamated Bank | 36,853 | $23.1M | 0.20% | +155+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,978 | $23.2M | 0.08% | +35,102+1,871.1% | Added |
| Neville Rodie & Shaw Inc | 37,087 | $23.2M | 2.07% | −128−0.3% | Reduced |
| CIBC Asset Management Inc | 37,182 | $23.3M | 0.10% | +2,833+8.2% | Added |
| Capco Asset Management, LLC | 37,577 | $23.6M | 6.11% | +51+0.1% | Added |
| Arizona State Retirement System | 38,025 | $23.8M | 0.20% | −546−1.4% | Reduced |
| MetLife Investment Management | 38,283 | $24.0M | 0.19% | −1,108−2.8% | Reduced |
| Comerica Bank | 38,588 | $24.2M | 0.13% | +28,519+283.2% | Added |
| State of Michigan Retirement System | 38,980 | $24.4M | 0.16% | −1,100−2.7% | Reduced |
| Braun Stacey Associates Inc | 39,776 | $24.9M | 1.21% | +1,022+2.6% | Added |
| Harbor Island Capital LLC | 40,386 | $25.3M | 14.63% | −1,045−2.5% | Reduced |
| Eisler Capital (UK) Ltd. | 41,804 | $26.2M | 1.15% | +18,412+78.7% | Added |
| Forsta Ap-Fonden | 42,400 | $26.6M | 0.30% | +8,700+25.8% | Added |
| Baird Financial Group, Inc. | 43,587 | $27.3M | 0.07% | −1,907−4.2% | Reduced |
| Guinness Asset Management LTD | 44,039 | $27.6M | 0.64% | +2,468+5.9% | Added |
| State of Tennessee, Treasury Department | 44,119 | $27.7M | 0.11% | +1,707+4.0% | Added |
| Renaissance Group LLC | 44,373 | $27.8M | 1.27% | −8,211−15.6% | Reduced |
| QRG Capital Management, Inc. | 44,525 | $27.9M | 0.48% | +44,525 | New |
| SG Americas Securities, LLC | 45,306 | $28.4M | 0.38% | +11,739+35.0% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $28.5M | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 46,178 | $28.9M | 0.43% | +4,401+10.5% | Added |
| Colony Group LLC | 46,180 | $28.9M | 0.43% | −1,138−2.4% | Reduced |
| Mercer Global Advisors Inc | 46,465 | $29.1M | 0.11% | +5,075+12.3% | Added |
| US Bancorp | 46,771 | $29.3M | 0.05% | +858+1.9% | Added |
| HighTower Advisors, LLC | 47,820 | $30.0M | 0.06% | +770+1.6% | Added |
| American International Group, Inc. | 48,436 | $30.4M | 0.20% | +926+1.9% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $30.6M | 1.31% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 49,642 | $31.1M | 0.38% | +49,566+65,218.4% | Added |
| Frontier Capital Management Co LLC | 50,004 | $31.3M | 0.34% | −79,796−61.5% | Reduced |
| Employees Provident Fund Board | 50,517 | $31.7M | 0.72% | −62,124−55.2% | Reduced |
| Handelsbanken Fonder AB | 50,572 | $31.7M | 0.18% | +2,105+4.3% | Added |
| Janney Montgomery Scott LLC | 52,208 | $32.7M | 0.12% | −306−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 52,631 | $33.0M | 0.25% | +6,958+15.2% | Added |
| Ci Investments Inc. | 52,959 | $33.2M | 0.19% | −1,065−2.0% | Reduced |
| Castleark Management LLC | 53,495 | $33.5M | 1.71% | −5,110−8.7% | Reduced |
| ARS Investment Partners, LLC | 53,980 | $33.8M | 4.19% | −50.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 54,181 | $34.0M | 0.79% | +48,106+791.9% | Added |
| Capital International Investors | 54,790 | $34.3M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 55,016 | $34.5M | 0.05% | +12,374+29.0% | Added |
| Atalanta Sosnoff Capital, LLC | 58,266 | $36.5M | 1.08% | −4,766−7.6% | Reduced |
| ING Groep NV | 58,347 | $36.6M | 0.32% | +20,040+52.3% | Added |
| Flputnam Investment Management Co | 59,196 | $37.1M | 1.03% | −1,299−2.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 60,103 | $37.7M | 0.25% | +25,016+71.3% | Added |
| Northwestern Mutual Wealth Management Co | 60,240 | $37.8M | 0.05% | +1,273+2.2% | Added |
| Nicholas Company, Inc. | 60,460 | $37.9M | 0.76% | −10,290−14.5% | Reduced |
| Federated Hermes, Inc. | 61,354 | $38.5M | 0.10% | −35,859−36.9% | Reduced |
| Triple Frond Partners LLC | 62,060 | $38.9M | 4.93% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 62,610 | $39.2M | 0.17% | +1,217+2.0% | Added |
| Pinebridge Investments, L.P. | 62,747 | $39.3M | 0.44% | +31,866+103.2% | Added |
| LPL Financial LLC | 62,917 | $39.4M | 0.03% | +3,474+5.8% | Added |
| Korea Investment CORP | 63,066 | $39.5M | 0.12% | −38,826−38.1% | Reduced |
| FIL Ltd | 63,767 | $40.0M | 0.05% | +2,052+3.3% | Added |
| Treasurer of the State of North Carolina | 63,809 | $40.0M | 0.22% | +560+0.9% | Added |
| British Columbia Investment Management Corp | 64,603 | $40.5M | 0.38% | +52,432+430.8% | Added |
| Jane Street Group, LLC | 65,022 | $40.8M | 0.06% | −28,619−30.6% | Reduced |
| Teacher Retirement System of Texas | 65,111 | $40.8M | 0.27% | +23,322+55.8% | Added |
| Royal London Asset Management Ltd | 65,751 | $41.2M | 0.13% | +4,625+7.6% | Added |
| Virginia Retirement Systems Et Al | 65,852 | $41.3M | 0.41% | +28,000+74.0% | Added |
| Mn Services Vermogensbeheer B.V. | 65,984 | $41.4M | 0.40% | +1,700+2.6% | Added |
| Vaughan David Investments LLC | 66,333 | $41.6M | 1.26% | −290−0.4% | Reduced |
| Value Aligned Research Advisors, LLC | 66,424 | $41.6M | 13.12% | +3,242+5.1% | Added |
| STRS Ohio | 66,587 | $41.7M | 0.19% | −624−0.9% | Reduced |
| Jupiter Asset Management Ltd | 67,933 | $42.6M | 0.47% | +67,933 | New |
| Artemis Investment Management LLP | 68,802 | $43.1M | 0.60% | −16,841−19.7% | Reduced |
| Public Employees Retirement System of Ohio | 69,900 | $43.8M | 0.20% | −4,557−6.1% | Reduced |
| Stifel Financial Corp | 70,200 | $44.0M | 0.06% | +2,964+4.4% | Added |
| Natixis Advisors, L.P. | 70,397 | $44.1M | 0.13% | +113+0.2% | Added |
| American Century Companies Inc | 71,358 | $44.7M | 0.03% | −2,301−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 71,934 | $45.1M | 0.10% | +25,610+55.3% | Added |
| Ninety One UK Ltd | 72,087 | $45.2M | 0.14% | −35,208−32.8% | Reduced |
| Aviva PLC | 72,275 | $45.3M | 0.19% | −19,924−21.6% | Reduced |