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 |
|---|---|---|---|---|---|
| Heard Capital LLC | 132,735 | $83.2M | 6.23% | +20,856+18.6% | Added |
| State of Wisconsin Investment Board | 129,401 | $81.1M | 0.25% | −2,496−1.9% | Reduced |
| Parnassus Investments | 127,905 | $80.2M | 0.20% | −16,171−11.2% | Reduced |
| Captrust Financial Advisors | 127,505 | $79.8M | 0.30% | +12,215+10.6% | Added |
| HM Payson & Co | 125,396 | $78.6M | 1.84% | −7,117−5.4% | Reduced |
| Renaissance Technologies LLC | 122,756 | $76.9M | 0.13% | +122,756 | New |
| Appaloosa LPSuperinvestorAppaloosa | 120,000 | $75.2M | 1.48% | 00.0% | Unchanged |
| APG Asset Management N.V. | 117,687 | $73.8M | 0.15% | −1,367−1.1% | Reduced |
| Guggenheim Capital LLC | 116,020 | $72.7M | 0.63% | +4,034+3.6% | Added |
| Eventide Asset Management, LLC | 115,921 | $72.7M | 1.31% | −1,447−1.2% | Reduced |
| National Bank of Canada | 114,877 | $72.5M | 0.13% | +68,662+148.6% | Added |
| Man Group plc | – | $72.3M | 0.22% | – | – |
| Manufacturers Life Insurance Company, The | 113,548 | $71.2M | 0.04% | +9,217+8.8% | Added |
| Blue Whale Capital LLP | 112,300 | $70.4M | 11.34% | +800+0.7% | Added |
| DekaBank Deutsche Girozentrale | 110,128 | $69.5M | 0.16% | −4,902−4.3% | Reduced |
| Erste Asset Management GmbH | 109,105 | $68.3M | 1.18% | +16,958+18.4% | Added |
| KBC Group NV | 107,551 | $67.4M | 0.28% | +14,791+15.9% | Added |
| Raymond James & Associates | 107,119 | $67.1M | 0.06% | −3,070−2.8% | Reduced |
| Two Sigma Investments, LP | 107,034 | $67.1M | 0.19% | +105,834+8,819.5% | Added |
| RE Advisers Corp | 104,300 | $65.4M | 1.82% | +1,500+1.5% | Added |
| Wedge Capital Management L L P | 103,384 | $64.8M | 1.28% | +103,384 | New |
| Capital Fund Management S.A. | 96,764 | $60.6M | 0.82% | −22,829−19.1% | Reduced |
| Standard Life Aberdeen plc | 96,759 | $60.6M | 0.15% | +4,724+5.1% | Added |
| AXA S.A. | 95,893 | $60.1M | 0.21% | −1,652−1.7% | Reduced |
| NZS Capital, LLC | 94,385 | $59.2M | 3.19% | −5,199−5.2% | Reduced |
| Nomura Asset Management Co Ltd | 91,849 | $57.6M | 0.27% | −101,306−52.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 89,823 | $56.3M | 0.08% | +13,481+17.7% | Added |
| Los Angeles Capital Management LLC | 88,743 | $55.6M | 0.24% | +68,325+334.6% | Added |
| Associated Banc-Corp | 88,435 | $55.4M | 2.15% | −3,638−4.0% | Reduced |
| Mariner, LLC | 87,710 | $55.0M | 0.15% | −2,302−2.6% | Reduced |
| Pinnacle Associates Ltd | 85,959 | $53.9M | 1.00% | −19,871−18.8% | Reduced |
| Assenagon Asset Management S.A. | 85,627 | $53.7M | 0.19% | −56,768−39.9% | Reduced |
| Epoch Investment Partners, Inc. | 84,721 | $53.1M | 0.34% | −2,407−2.8% | Reduced |
| Squarepoint Ops LLC | 83,467 | $52.3M | 0.25% | −296−0.4% | Reduced |
| Citadel Advisors LLC | 82,059 | $51.4M | 0.06% | −49,302−37.5% | Reduced |
| Susquehanna International Group, LLP | 81,994 | $51.4M | 0.08% | −34,517−29.6% | Reduced |
| Storebrand Asset Management AS | 80,052 | $50.2M | 0.24% | +1,519+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,827 | $49.4M | 0.22% | +26,539+50.8% | Added |
| Candriam Luxembourg S.C.A. | 77,990 | $48.9M | 0.40% | −56,920−42.2% | Reduced |
| Putnam Investments LLC | 77,612 | $48.6M | 0.07% | +2,105+2.8% | Added |
| Fort Pitt Capital Group, LLC | 77,554 | $48.6M | 1.82% | +504+0.7% | Added |
| State of New Jersey Common Pension Fund D | 76,238 | $47.8M | 0.17% | −3,606−4.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 75,945 | $47.6M | 0.19% | −2,399−3.1% | Reduced |
| Crosslink Capital Inc | 74,379 | $46.6M | 8.80% | −700−0.9% | Reduced |
| Truist Financial Corp | 73,580 | $46.1M | 0.08% | +6,899+10.3% | Added |
| Robeco Institutional Asset Management B.V. | 73,455 | $46.0M | 0.12% | +27,013+58.2% | Added |
| Toronto Dominion Bank | 73,171 | $45.9M | 0.08% | −31,845−30.3% | Reduced |
| Brandywine Global Investment Management, LLC | 73,100 | $45.8M | 0.40% | −4,207−5.4% | Reduced |
| Creative Planning | 72,995 | $45.8M | 0.06% | +25,026+52.2% | Added |
| Bridgewater Associates, LP | 72,667 | $45.5M | 0.28% | +40,354+124.9% | Added |
| Aviva PLC | 72,275 | $45.3M | 0.19% | −19,924−21.6% | Reduced |
| Ninety One UK Ltd | 72,087 | $45.2M | 0.14% | −35,208−32.8% | Reduced |
| Ensign Peak Advisors, Inc | 71,934 | $45.1M | 0.10% | +25,610+55.3% | Added |
| American Century Companies Inc | 71,358 | $44.7M | 0.03% | −2,301−3.1% | Reduced |
| Natixis Advisors, L.P. | 70,397 | $44.1M | 0.13% | +113+0.2% | Added |
| Stifel Financial Corp | 70,200 | $44.0M | 0.06% | +2,964+4.4% | Added |
| Public Employees Retirement System of Ohio | 69,900 | $43.8M | 0.20% | −4,557−6.1% | Reduced |
| Artemis Investment Management LLP | 68,802 | $43.1M | 0.60% | −16,841−19.7% | Reduced |
| Jupiter Asset Management Ltd | 67,933 | $42.6M | 0.47% | +67,933 | New |
| STRS Ohio | 66,587 | $41.7M | 0.19% | −624−0.9% | Reduced |
| Value Aligned Research Advisors, LLC | 66,424 | $41.6M | 13.12% | +3,242+5.1% | Added |
| Vaughan David Investments LLC | 66,333 | $41.6M | 1.26% | −290−0.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 65,984 | $41.4M | 0.40% | +1,700+2.6% | Added |
| Virginia Retirement Systems Et Al | 65,852 | $41.3M | 0.41% | +28,000+74.0% | Added |
| Royal London Asset Management Ltd | 65,751 | $41.2M | 0.13% | +4,625+7.6% | Added |
| Teacher Retirement System of Texas | 65,111 | $40.8M | 0.27% | +23,322+55.8% | Added |
| Jane Street Group, LLC | 65,022 | $40.8M | 0.06% | −28,619−30.6% | Reduced |
| British Columbia Investment Management Corp | 64,603 | $40.5M | 0.38% | +52,432+430.8% | Added |
| Treasurer of the State of North Carolina | 63,809 | $40.0M | 0.22% | +560+0.9% | Added |
| FIL Ltd | 63,767 | $40.0M | 0.05% | +2,052+3.3% | Added |
| Korea Investment CORP | 63,066 | $39.5M | 0.12% | −38,826−38.1% | Reduced |
| LPL Financial LLC | 62,917 | $39.4M | 0.03% | +3,474+5.8% | Added |
| Pinebridge Investments, L.P. | 62,747 | $39.3M | 0.44% | +31,866+103.2% | Added |
| Asset Management One Co.,Ltd. | 62,610 | $39.2M | 0.17% | +1,217+2.0% | Added |
| Triple Frond Partners LLC | 62,060 | $38.9M | 4.93% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 61,354 | $38.5M | 0.10% | −35,859−36.9% | Reduced |
| Nicholas Company, Inc. | 60,460 | $37.9M | 0.76% | −10,290−14.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 60,240 | $37.8M | 0.05% | +1,273+2.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 60,103 | $37.7M | 0.25% | +25,016+71.3% | Added |
| Flputnam Investment Management Co | 59,196 | $37.1M | 1.03% | −1,299−2.1% | Reduced |
| ING Groep NV | 58,347 | $36.6M | 0.32% | +20,040+52.3% | Added |
| Atalanta Sosnoff Capital, LLC | 58,266 | $36.5M | 1.08% | −4,766−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 55,016 | $34.5M | 0.05% | +12,374+29.0% | Added |
| Capital International Investors | 54,790 | $34.3M | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 54,181 | $34.0M | 0.79% | +48,106+791.9% | Added |
| ARS Investment Partners, LLC | 53,980 | $33.8M | 4.19% | −50.0% | Reduced |
| Castleark Management LLC | 53,495 | $33.5M | 1.71% | −5,110−8.7% | Reduced |
| Ci Investments Inc. | 52,959 | $33.2M | 0.19% | −1,065−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 52,631 | $33.0M | 0.25% | +6,958+15.2% | Added |
| Janney Montgomery Scott LLC | 52,208 | $32.7M | 0.12% | −306−0.6% | Reduced |
| Handelsbanken Fonder AB | 50,572 | $31.7M | 0.18% | +2,105+4.3% | Added |
| Employees Provident Fund Board | 50,517 | $31.7M | 0.72% | −62,124−55.2% | Reduced |
| Frontier Capital Management Co LLC | 50,004 | $31.3M | 0.34% | −79,796−61.5% | Reduced |
| Cubist Systematic Strategies, LLC | 49,642 | $31.1M | 0.38% | +49,566+65,218.4% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $30.6M | 1.31% | 00.0% | Unchanged |
| American International Group, Inc. | 48,436 | $30.4M | 0.20% | +926+1.9% | Added |
| HighTower Advisors, LLC | 47,820 | $30.0M | 0.06% | +770+1.6% | Added |
| US Bancorp | 46,771 | $29.3M | 0.05% | +858+1.9% | Added |
| Mercer Global Advisors Inc | 46,465 | $29.1M | 0.11% | +5,075+12.3% | Added |
| Colony Group LLC | 46,180 | $28.9M | 0.43% | −1,138−2.4% | Reduced |