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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 72,667 | $45.5M | 0.28% | +40,354+124.9% | Added |
| Creative Planning | 72,995 | $45.8M | 0.06% | +25,026+52.2% | Added |
| Brandywine Global Investment Management, LLC | 73,100 | $45.8M | 0.40% | −4,207−5.4% | Reduced |
| Toronto Dominion Bank | 73,171 | $45.9M | 0.08% | −31,845−30.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 73,455 | $46.0M | 0.12% | +27,013+58.2% | Added |
| Truist Financial Corp | 73,580 | $46.1M | 0.08% | +6,899+10.3% | Added |
| Crosslink Capital Inc | 74,379 | $46.6M | 8.80% | −700−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 75,945 | $47.6M | 0.19% | −2,399−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 76,238 | $47.8M | 0.17% | −3,606−4.5% | Reduced |
| Fort Pitt Capital Group, LLC | 77,554 | $48.6M | 1.82% | +504+0.7% | Added |
| Putnam Investments LLC | 77,612 | $48.6M | 0.07% | +2,105+2.8% | Added |
| Candriam Luxembourg S.C.A. | 77,990 | $48.9M | 0.40% | −56,920−42.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,827 | $49.4M | 0.22% | +26,539+50.8% | Added |
| Storebrand Asset Management AS | 80,052 | $50.2M | 0.24% | +1,519+1.9% | Added |
| Susquehanna International Group, LLP | 81,994 | $51.4M | 0.08% | −34,517−29.6% | Reduced |
| Citadel Advisors LLC | 82,059 | $51.4M | 0.06% | −49,302−37.5% | Reduced |
| Squarepoint Ops LLC | 83,467 | $52.3M | 0.25% | −296−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 84,721 | $53.1M | 0.34% | −2,407−2.8% | Reduced |
| Assenagon Asset Management S.A. | 85,627 | $53.7M | 0.19% | −56,768−39.9% | Reduced |
| Pinnacle Associates Ltd | 85,959 | $53.9M | 1.00% | −19,871−18.8% | Reduced |
| Mariner, LLC | 87,710 | $55.0M | 0.15% | −2,302−2.6% | Reduced |
| Associated Banc-Corp | 88,435 | $55.4M | 2.15% | −3,638−4.0% | Reduced |
| Los Angeles Capital Management LLC | 88,743 | $55.6M | 0.24% | +68,325+334.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,823 | $56.3M | 0.08% | +13,481+17.7% | Added |
| Nomura Asset Management Co Ltd | 91,849 | $57.6M | 0.27% | −101,306−52.4% | Reduced |
| NZS Capital, LLC | 94,385 | $59.2M | 3.19% | −5,199−5.2% | Reduced |
| AXA S.A. | 95,893 | $60.1M | 0.21% | −1,652−1.7% | Reduced |
| Standard Life Aberdeen plc | 96,759 | $60.6M | 0.15% | +4,724+5.1% | Added |
| Capital Fund Management S.A. | 96,764 | $60.6M | 0.82% | −22,829−19.1% | Reduced |
| Wedge Capital Management L L P | 103,384 | $64.8M | 1.28% | +103,384 | New |
| RE Advisers Corp | 104,300 | $65.4M | 1.82% | +1,500+1.5% | Added |
| Two Sigma Investments, LP | 107,034 | $67.1M | 0.19% | +105,834+8,819.5% | Added |
| Raymond James & Associates | 107,119 | $67.1M | 0.06% | −3,070−2.8% | Reduced |
| KBC Group NV | 107,551 | $67.4M | 0.28% | +14,791+15.9% | Added |
| Erste Asset Management GmbH | 109,105 | $68.3M | 1.18% | +16,958+18.4% | Added |
| DekaBank Deutsche Girozentrale | 110,128 | $69.5M | 0.16% | −4,902−4.3% | Reduced |
| Blue Whale Capital LLP | 112,300 | $70.4M | 11.34% | +800+0.7% | Added |
| Manufacturers Life Insurance Company, The | 113,548 | $71.2M | 0.04% | +9,217+8.8% | Added |
| Man Group plc | – | $72.3M | 0.22% | – | – |
| National Bank of Canada | 114,877 | $72.5M | 0.13% | +68,662+148.6% | Added |
| Eventide Asset Management, LLC | 115,921 | $72.7M | 1.31% | −1,447−1.2% | Reduced |
| Guggenheim Capital LLC | 116,020 | $72.7M | 0.63% | +4,034+3.6% | Added |
| APG Asset Management N.V. | 117,687 | $73.8M | 0.15% | −1,367−1.1% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 120,000 | $75.2M | 1.48% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 122,756 | $76.9M | 0.13% | +122,756 | New |
| HM Payson & Co | 125,396 | $78.6M | 1.84% | −7,117−5.4% | Reduced |
| Captrust Financial Advisors | 127,505 | $79.8M | 0.30% | +12,215+10.6% | Added |
| Parnassus Investments | 127,905 | $80.2M | 0.20% | −16,171−11.2% | Reduced |
| State of Wisconsin Investment Board | 129,401 | $81.1M | 0.25% | −2,496−1.9% | Reduced |
| Heard Capital LLC | 132,735 | $83.2M | 6.23% | +20,856+18.6% | Added |
| Caisse de Depot Et Placement du Quebec | 134,360 | $84.2M | 0.24% | −8,478−5.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 136,574 | $85.6M | 0.50% | +3,733+2.8% | Added |
| New York State Teachers Retirement System | 137,049 | $85.9M | 0.21% | −7,755−5.4% | Reduced |
| Schroder Investment Management Group | 139,752 | $87.6M | 0.13% | +19,324+16.0% | Added |
| State Board of Administration of Florida Retirement System | 143,179 | $89.7M | 0.21% | −3,331−2.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 147,082 | $92.2M | 0.23% | −15,507−9.5% | Reduced |
| Macquarie Group Ltd | 148,199 | $92.9M | 0.12% | +5,874+4.1% | Added |
| Jennison Associates LLC | 149,863 | $93.9M | 0.08% | −24,479−14.0% | Reduced |
| Russell Investments Group, Ltd. | 153,138 | $96.0M | 0.19% | +17,327+12.8% | Added |
| AQR Capital Management LLC | 156,557 | $98.1M | 0.20% | +19,218+14.0% | Added |
| Great West Life Assurance Co | 158,406 | $99.3M | 0.24% | −242−0.2% | Reduced |
| ProShare Advisors LLC | 168,870 | $105.8M | 0.33% | +19,415+13.0% | Added |
| Bessemer Group Inc | 171,555 | $107.5M | 0.24% | −24,135−12.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 173,783 | $108.9M | 0.25% | −62,800−26.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177,547 | $111.3M | 0.23% | +9,201+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,203 | $112.3M | 0.34% | +25,904+16.9% | Added |
| Bank of Montreal | 183,807 | $115.6M | 0.07% | +22,759+14.1% | Added |
| Victory Capital Management Inc | 192,192 | $120.5M | 0.14% | +23,937+14.2% | Added |
| SEI Investments Co | 193,569 | $121.3M | 0.22% | −20,072−9.4% | Reduced |
| Voya Investment Management LLC | 199,007 | $124.6M | 0.14% | −371,527−65.1% | Reduced |
| Swedbank AB | 200,011 | $125.4M | 0.23% | +1,622+0.8% | Added |
| Qube Research & Technologies Ltd | 205,894 | $129.0M | 0.38% | +179,496+680.0% | Added |
| Clearbridge Investments, LLC | 206,882 | $129.7M | 0.12% | −865−0.4% | Reduced |
| Millennium Management LLC | 208,982 | $131.0M | 0.14% | +158,341+312.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 211,012 | $132.3M | 0.29% | +1,257+0.6% | Added |
| California State Teachers Retirement System | 213,428 | $133.8M | 0.21% | −8,900−4.0% | Reduced |
| TD Asset Management Inc | 215,436 | $135.0M | 0.16% | −3,339−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 221,466 | $138.8M | 0.31% | −8,727−3.8% | Reduced |
| Credit Suisse AG | 221,993 | $139.1M | 0.15% | +795+0.4% | Added |
| New York State Common Retirement Fund | 225,014 | $141.0M | 0.20% | −13,775−5.8% | Reduced |
| William Blair Investment Management, LLC | 228,090 | $143.0M | 0.48% | +4,500+2.0% | Added |
| Principal Financial Group Inc | 230,108 | $144.2M | 0.10% | −4,289−1.8% | Reduced |
| Scge Management, L.P. | 235,000 | $147.3M | 3.83% | 00.0% | Unchanged |
| National Pension Service | 252,548 | $153.0M | 0.24% | +3,983+1.6% | Added |
| Agf Management Ltd | 245,782 | $154.0M | 1.09% | +85,560+53.4% | Added |
| CI Private Wealth, LLC | 247,380 | $155.0M | 0.36% | +2,534+1.0% | Added |
| Cincinnati Insurance Co | 249,211 | $156.2M | 3.09% | 00.0% | Unchanged |
| California Public Employees Retirement System | 266,012 | $166.7M | 0.14% | +2,625+1.0% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $168.7M | 28.15% | 00.0% | Unchanged |
| Rhumbline Advisers | 273,976 | $171.7M | 0.20% | −375−0.1% | Reduced |
| Aspex Management (HK) Ltd | 282,871 | $177.3M | 5.46% | −228,064−44.6% | Reduced |
| Citigroup Inc | 285,527 | $179.0M | 0.26% | −32,703−10.3% | Reduced |
| Alkeon Capital Management LLC | 293,370 | $183.9M | 1.16% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 302,453 | $186.9M | 0.31% | −8,218−2.6% | Reduced |
| Canada Pension Plan Investment Board | 301,071 | $188.7M | 0.28% | +155,240+106.5% | Added |
| Envestnet Asset Management Inc | 303,865 | $190.5M | 0.09% | −68,797−18.5% | Reduced |
| HSBC Holdings PLC | 312,641 | $195.9M | 0.22% | +2,124+0.7% | Added |
| The PNC Financial Services Group, Inc. | 316,241 | $198.2M | 0.17% | −12,040−3.7% | Reduced |
| Holocene Advisors, LP | 322,410 | $202.1M | 0.90% | −123,125−27.6% | Reduced |
| Prudential Financial Inc | 324,348 | $203.3M | 0.32% | +76,273+30.7% | Added |