Skip to main content

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
One River Asset Management, LLC1,331$835.7K0.39%+1,325+22,083.3%Added
Herold Advisors, Inc.1,337$838.0K0.25%−126−8.6%Reduced
Clear Creek Financial Management, LLC1,342$841.4K0.15%+17+1.3%Added
Penobscot Investment Management Company, Inc.1,355$849.3K0.12%−5−0.4%Reduced
Rehmann Capital Advisory Group1,361$853.2K0.08%−125−8.4%Reduced
Centennial Bank1,366$856.2K0.59%+8+0.6%Added
Montag A & Associates Inc1,365$858.4K0.05%00.0%Unchanged
Strong Tower Advisory Services1,390$871.8K0.44%−1−0.1%Reduced
Albert D Mason Inc1,392$873.0K0.63%+37+2.7%Added
Change Path, LLC1,398$876.0K0.06%−134−8.7%Reduced
CFO4Life Group, LLC1,414$886.2K0.20%−62−4.2%Reduced
Mainstay Capital Management LLC1,419$889.4K0.19%−328−18.8%Reduced
Texas Capital Bancshares Inc1,425$893.1K0.49%+3+0.2%Added
Moody National Bank Trust Division1,426$893.8K0.06%−36−2.5%Reduced
Lincoln National Corp1,436$900.0K0.02%−153−9.6%Reduced
KRS Capital Management, LLC1,438$901.3K0.96%−10−0.7%Reduced
Scotia Capital Inc.1,439$901.9K0.01%−231−13.8%Reduced
Argonautica Private Wealth Management, Inc1,439$901.9K0.41%00.0%Unchanged
Cigna Investments Inc1,440$903.0K0.21%−202−12.3%Reduced
We Are One Seven, LLC1,449$908.0K0.07%+577+66.2%Added
MBM Wealth Consultants, LLC1,410$909.3K0.40%−208−12.9%Reduced
Balyasny Asset Management LLC1,451$909.4K0.00%+645+80.0%Added
Summit Global Investments1,457$913.0K0.06%+7+0.5%Added
JT Stratford LLC1,466$918.8K0.24%+455+45.0%Added
Mechanics Bank Trust Department1,467$919.5K0.15%+34+2.4%Added
Exencial Wealth Advisors, LLC1,474$924.1K0.04%−289−16.4%Reduced
Cohen Klingenstein LLC1,500$940.2K0.04%00.0%Unchanged
Quantamental Technologies LLC1,502$941.4K0.88%+1,502New
Bedell Frazier Investment Counseling, LLC1,533$960.8K0.29%+60+4.1%Added
Smithfield Trust Co1,539$970.0K0.06%+21+1.4%Added
Phraction Management LLC1,551$972.1K0.47%−124−7.4%Reduced
Eqis Capital Management, Inc.1,556$975.2K0.12%−73−4.5%Reduced
Trust Asset Management LLC1,558$976.5K0.11%00.0%Unchanged
Warther Private Wealth, LLC1,578$989.0K0.66%−1,729−52.3%Reduced
Glen Eagle Advisors, LLC1,578$989.0K0.23%+4+0.3%Added
Johnson Investment Counsel Inc1,579$989.8K0.01%+98+6.6%Added
Encompass Wealth Advisors, LLC1,587$994.4K0.33%+1+0.1%Added
Salomon & Ludwin, LLC1,587$994.7K0.10%00.0%Unchanged
Point72 Asset Management, L.P.1,590$996.6K0.00%+1,590New
Brighton Jones LLC1,592$997.8K0.05%+64+4.2%Added
Marietta Investment Partners LLC1,593$998.4K0.28%+10+0.6%Added
Wexford Capital LP1,594$999.1K0.23%+1,594New
Belpointe Asset Management LLC1,596$1.00M0.10%−23−1.4%Reduced
KCM Investment Advisors LLC1,600$1.00M0.04%−49−3.0%Reduced
Sherbrooke Park Advisers LLC1,600$1.00M0.32%+1,600New
Aquatic Capital Management LLC1,600$1.00M0.04%+1,600New
Knowledge Leaders Capital, LLC1,601$1.00M1.48%−98−5.8%Reduced
Community Bank, N.A.1,606$1.01M0.14%−60−3.6%Reduced
Meridian Wealth Management, LLC1,620$1.02M0.06%+782+93.3%Added
Nicholas Investment Partners, LP1,629$1.02M0.08%00.0%Unchanged
Allworth Financial LP1,639$1.03M0.01%+78+5.0%Added
Schechter Investment Advisors, LLC1,679$1.05M0.10%−246−12.8%Reduced
WSFS Capital Management, LLC1,687$1.06M0.07%−68−3.9%Reduced
Old National Bancorp1,689$1.06M0.03%−75−4.3%Reduced
Mather Group, LLC.1,690$1.06M0.02%+508+43.0%Added
Lake Street Financial LLC1,691$1.06M0.19%−12−0.7%Reduced
Clifford Swan Investment Counsel LLC1,695$1.06M0.04%+1+0.1%Added
GraniteShares Advisors LLC1,700$1.07M0.99%+1,364+406.0%Added
Jag Capital Management, LLC1,702$1.07M0.13%+109+6.8%Added
McDaniel Terry & Co1,705$1.07M0.11%00.0%Unchanged
NWK Group, Inc.1,706$1.07M0.66%+1,706New
Savant Capital, LLC1,706$1.07M0.02%+9+0.5%Added
TownSquare Capital, LLC1,706$1.07M0.02%+527+44.7%Added
Leavell Investment Management, Inc.1,701$1.07M0.07%−299−15.0%Reduced
Sunbelt Securities, Inc.1,722$1.08M0.15%+42+2.5%Added
IFP Advisors, Inc1,731$1.08M0.05%−975−36.0%Reduced
MWA Asset Management1,741$1.09M1.05%+1,741New
Sloy Dahl & Holst, LLC1,743$1.09M0.24%00.0%Unchanged
White Knight Strategic Wealth Advisors, LLC1,757$1.10M1.45%−205−10.4%Reduced
Middleton & Co Inc1,758$1.10M0.15%00.0%Unchanged
Apriem Advisors1,762$1.10M0.16%−69−3.8%Reduced
Checchi Capital Advisers, LLC1,763$1.10M0.10%−6−0.3%Reduced
Diversified Trust Co1,766$1.11M0.04%+2+0.1%Added
Fifth Third Wealth Advisors LLC1,773$1.11M0.45%+650+57.9%Added
Vise Technologies, Inc.1,773$1.11M0.27%+103+6.2%Added
Noesis Capital Mangement Corp1,775$1.11M0.29%00.0%Unchanged
Nippon Life Global Investors Americas, Inc.1,780$1.12M0.07%−1,300−42.2%Reduced
NVWM, LLC1,782$1.12M0.37%+5+0.3%Added
Perpetual Ltd1,788$1.12M0.01%−727−28.9%Reduced
Maven Securities LTD1,791$1.12M0.12%−2,210−55.2%Reduced
Credit Agricole S A1,793$1.12M0.03%+1,007+128.1%Added
Ibex Wealth Advisors1,812$1.14M0.29%+1,812New
Cynosure Management, LLC1,823$1.14M0.35%−21−1.1%Reduced
Choate Investment Advisors1,824$1.14M0.04%+800+78.1%Added
XTX Topco Ltd1,827$1.15M0.20%+1,827New
CAPROCK Group, Inc.1,825$1.15M0.09%+98+5.7%Added
Axxcess Wealth Management, LLC1,838$1.15M0.04%+1,417+336.6%Added
Empower Advisory Group, LLC1,842$1.15M0.01%+141+8.3%Added
Capital Investment Counsel, Inc1,845$1.16M0.23%00.0%Unchanged
Capital Group Private Client Services, Inc.1,847$1.16M0.01%+212+13.0%Added
Intellectus Partners, LLC1,841$1.16M0.37%+1+0.1%Added
Peapack Gladstone Financial Corp1,856$1.16M0.02%−313−14.4%Reduced
Alta Wealth Advisors LLC1,861$1.17M0.71%+44+2.4%Added
Avantax Advisory Services, Inc.1,872$1.17M0.01%+27+1.5%Added
Robertson Stephens Wealth Management, LLC1,872$1.18M0.08%+282+17.7%Added
Lifestyle Asset Management, Inc.1,881$1.18M0.72%−128−6.4%Reduced
Independent Advisor Alliance1,885$1.18M0.05%+140+8.0%Added
Wealth Alliance1,888$1.18M0.19%−36−1.9%Reduced
Chicago Trust Co NA1,888$1.18M0.30%−46−2.4%Reduced
Donoghue Forlines LLC1,888$1.18M0.42%−69−3.5%Reduced