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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 329,289 | $206.4M | 1.21% | −33,304−9.2% | Reduced |
| Neuberger Berman Group LLC | 330,283 | $207.0M | 0.19% | +110,457+50.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,625 | $216.6M | 0.18% | −3,645−1.0% | Reduced |
| Boston Partners | 347,741 | $217.1M | 0.30% | −53,400−13.3% | Reduced |
| Royal Bank of Canada | 352,518 | $220.9M | 0.06% | +39,065+12.5% | Added |
| Allianz Asset Management GmbH | 357,788 | $224.3M | 0.46% | +140,759+64.9% | Added |
| Lord, Abbett & Co. LLC | 361,140 | $226.4M | 0.84% | +8,523+2.4% | Added |
| Alliancebernstein L.P. | 369,544 | $231.6M | 0.10% | +8,476+2.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 370,038 | $231.9M | 1.71% | +28,510+8.3% | Added |
| Pictet Asset Management Holding SA | 391,929 | $245.6M | 0.30% | +391,929 | New |
| Nordea Investment Management AB | 405,305 | $257.0M | 0.36% | −6,665−1.6% | Reduced |
| Deutsche Bank AG | 416,301 | $260.9M | 0.17% | −18,202−4.2% | Reduced |
| Swiss National Bank | 432,200 | $270.9M | 0.21% | −55,200−11.3% | Reduced |
| Artisan Partners Limited Partnership | 561,349 | $351.8M | 0.60% | −12,697−2.2% | Reduced |
| UBS Group AG | 572,320 | $358.7M | 0.16% | +37,524+7.0% | Added |
| First Trust Advisors LP | 592,821 | $371.6M | 0.44% | +33,727+6.0% | Added |
| WCM Investment Management, LLC | 596,877 | $373.9M | 1.10% | +9,031+1.5% | Added |
| Wells Fargo & Company | 678,036 | $425.0M | 0.13% | −40,283−5.6% | Reduced |
| Dimensional Fund Advisors LP | 686,839 | $430.5M | 0.14% | −7,158−1.0% | Reduced |
| Van Eck Associates Corp | 691,783 | $433.6M | 0.95% | −267,177−27.9% | Reduced |
| Barclays PLC | 702,612 | $440.4M | 0.29% | −90,386−11.4% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 711,661 | $446.0M | 2.26% | −87,608−11.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 740,369 | $464.0M | 2.19% | −40,780−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 762,820 | $478.1M | 0.14% | +409+0.1% | Added |
| UBS Asset Management Americas Inc | 804,965 | $504.5M | 0.23% | +15,026+1.9% | Added |
| Bank of America Corp | 817,205 | $512.2M | 0.06% | −158,338−16.2% | Reduced |
| Winslow Capital Management, LLC | 835,262 | $523.5M | 2.49% | −102,723−11.0% | Reduced |
| Franklin Resources Inc | 957,798 | $600.3M | 0.31% | +30,683+3.3% | Added |
| Legal & General Group Plc | 987,805 | $619.1M | 0.22% | −26,197−2.6% | Reduced |
| Massachusetts Financial Services Co | 1,094,094 | $685.7M | 0.24% | −143,728−11.6% | Reduced |
| Goldman Sachs Group Inc | 1,224,722 | $767.6M | 0.20% | +466,697+61.6% | Added |
| Nuveen Asset Management, LLC | 1,364,474 | $855.2M | 0.30% | +194,898+16.7% | Added |
| Amundi | 1,390,597 | $892.5M | 0.44% | −80,453−5.5% | Reduced |
| Northern Trust Corp | 1,523,215 | $954.7M | 0.18% | +134,558+9.7% | Added |
| Invesco Ltd. | 1,612,881 | $1.01B | 0.27% | +3,414+0.2% | Added |
| Norges Bank | 1,621,734 | $1.02B | 0.21% | +13,441+0.8% | Added |
| Bank of New York Mellon Corp | 1,642,367 | $1.03B | 0.23% | +159,815+10.8% | Added |
| Morgan Stanley | 1,857,918 | $1.16B | 0.12% | +56,824+3.2% | Added |
| Sands Capital Management, LLC | 1,933,993 | $1.21B | 4.13% | −171,053−8.1% | Reduced |
| GQG Partners LLC | 2,223,011 | $1.39B | 3.22% | −128,336−5.5% | Reduced |
| Janus Henderson Group PLC | 2,491,094 | $1.56B | 1.02% | −46,302−1.8% | Reduced |
| Fisher Asset Management, LLC | 2,886,795 | $1.81B | 1.03% | +74,520+2.6% | Added |
| Geode Capital Management, LLC | 2,930,025 | $1.83B | 0.22% | +46,760+1.6% | Added |
| Price T Rowe Associates Inc | 3,088,934 | $1.94B | 0.28% | −623,669−16.8% | Reduced |
| FMR LLC | 3,395,921 | $2.13B | 0.18% | −877,078−20.5% | Reduced |
| JPMorgan Chase & Co | 4,060,938 | $2.55B | 0.30% | +328,102+8.8% | Added |
| Ameriprise Financial Inc | 4,676,522 | $2.93B | 0.96% | −567,332−10.8% | Reduced |
| State Street Corp | 5,539,347 | $3.48B | 0.19% | −140,636−2.5% | Reduced |
| BlackRock Inc. | 11,375,701 | $7.13B | 0.21% | +196,227+1.8% | Added |
| Vanguard Group Inc | 11,632,166 | $7.29B | 0.18% | −98,717−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 476 | – | – | −20−4.0% | Reduced |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −120,856−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −59,210−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −53,150−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −33,519−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −27,496−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −23,527−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −13,395−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −10,163−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −9,122−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −8,410−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,720−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −6,384−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −6,212−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −5,970−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,963−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −4,924−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |