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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 46,178 | $28.9M | 0.43% | +4,401+10.5% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $28.5M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 45,306 | $28.4M | 0.38% | +11,739+35.0% | Added |
| QRG Capital Management, Inc. | 44,525 | $27.9M | 0.48% | +44,525 | New |
| Renaissance Group LLC | 44,373 | $27.8M | 1.27% | −8,211−15.6% | Reduced |
| State of Tennessee, Treasury Department | 44,119 | $27.7M | 0.11% | +1,707+4.0% | Added |
| Guinness Asset Management LTD | 44,039 | $27.6M | 0.64% | +2,468+5.9% | Added |
| Baird Financial Group, Inc. | 43,587 | $27.3M | 0.07% | −1,907−4.2% | Reduced |
| Forsta Ap-Fonden | 42,400 | $26.6M | 0.30% | +8,700+25.8% | Added |
| Eisler Capital (UK) Ltd. | 41,804 | $26.2M | 1.15% | +18,412+78.7% | Added |
| Harbor Island Capital LLC | 40,386 | $25.3M | 14.63% | −1,045−2.5% | Reduced |
| Braun Stacey Associates Inc | 39,776 | $24.9M | 1.21% | +1,022+2.6% | Added |
| State of Michigan Retirement System | 38,980 | $24.4M | 0.16% | −1,100−2.7% | Reduced |
| Comerica Bank | 38,588 | $24.2M | 0.13% | +28,519+283.2% | Added |
| MetLife Investment Management | 38,283 | $24.0M | 0.19% | −1,108−2.8% | Reduced |
| Arizona State Retirement System | 38,025 | $23.8M | 0.20% | −546−1.4% | Reduced |
| Capco Asset Management, LLC | 37,577 | $23.6M | 6.11% | +51+0.1% | Added |
| CIBC Asset Management Inc | 37,182 | $23.3M | 0.10% | +2,833+8.2% | Added |
| Neville Rodie & Shaw Inc | 37,087 | $23.2M | 2.07% | −128−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,978 | $23.2M | 0.08% | +35,102+1,871.1% | Added |
| Amalgamated Bank | 36,853 | $23.1M | 0.20% | +155+0.4% | Added |
| First Republic Investment Management, Inc. | 36,696 | $23.0M | 0.07% | +36,696 | New |
| AMF Pensionsforsakring AB | 36,367 | $22.8M | 0.22% | +4,340+13.6% | Added |
| Vontobel Holding Ltd. | 36,389 | $22.8M | 0.21% | −918−2.5% | Reduced |
| Arvest Trust Co N A | 36,310 | $22.8M | 1.48% | −1,386−3.7% | Reduced |
| DnB Asset Management AS | 36,190 | $22.7M | 0.14% | +9,916+37.7% | Added |
| Swiss Life Asset Management Ltd | 36,189 | $22.7M | 0.35% | −4,176−10.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 35,787 | $22.4M | 1.64% | −451−1.2% | Reduced |
| Thrivent Financial for Lutherans | 34,929 | $21.9M | 0.05% | −7,169−17.0% | Reduced |
| Commonwealth Equity Services, LLC | 34,876 | $21.9M | 0.05% | −10,723−23.5% | Reduced |
| McGuire Investment Group, LLC | 34,601 | $21.7M | 4.18% | −2,210−6.0% | Reduced |
| M&G Investment Management Ltd | 34,497 | $21.6M | 0.16% | −47,015−57.7% | Reduced |
| Alberta Investment Management Corp | 34,310 | $21.5M | 0.23% | −4,774−12.2% | Reduced |
| USS Investment Management Ltd | 34,019 | $21.3M | 0.23% | −115−0.3% | Reduced |
| TCW Group Inc | 33,768 | $21.2M | 0.27% | +2,175+6.9% | Added |
| Lazard Asset Management LLC | 33,357 | $20.9M | 0.03% | +31,968+2,301.5% | Added |
| Schonfeld Strategic Advisors LLC | 33,307 | $20.9M | 0.19% | +31,789+2,094.1% | Added |
| Xponance, Inc. | 31,553 | $19.8M | 0.27% | −1,381−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,548 | $19.8M | 0.04% | −1,444−4.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 30,984 | $19.4M | 0.66% | +680+2.2% | Added |
| Optiver Holding B.V. | 30,834 | $19.3M | 0.55% | +30,834 | New |
| Vident Advisory, LLC | 30,771 | $19.3M | 0.60% | +30,771 | New |
| Clough Capital Partners L P | 30,340 | $19.0M | 2.04% | +4,240+16.2% | Added |
| Retirement Systems of Alabama | 30,140 | $18.9M | 0.09% | −391−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,575 | $18.5M | 0.28% | +193+0.7% | Added |
| Tudor Investment Corp Et Al | 29,542 | $18.5M | 0.27% | +16,935+134.3% | Added |
| Federation des caisses Desjardins du Quebec | 29,439 | $18.5M | 0.19% | −528−1.8% | Reduced |
| Gotham Asset Management, LLC | 28,968 | $18.2M | 0.38% | +1,213+4.4% | Added |
| Engine No. 1 LLC | 28,390 | $17.8M | 9.37% | +28,390 | New |
| Cerity Partners LLC | 27,915 | $17.5M | 0.09% | −5,675−16.9% | Reduced |
| IFM Investors Pty Ltd | 27,881 | $17.5M | 0.23% | +642+2.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,812 | $17.4M | 0.41% | −470−1.7% | Reduced |
| Cincinnati Financial Corp | 27,724 | $17.4M | 0.42% | 00.0% | Unchanged |
| Texas Permanent School Fund | 27,544 | $17.3M | 0.17% | −628−2.2% | Reduced |
| Worldquant Millennium Advisors LLC | 27,449 | $17.2M | 0.27% | +27,449 | New |
| Leuthold Group, LLC | 27,221 | $17.1M | 2.39% | −501−1.8% | Reduced |
| Nissay Asset Management Corp | 27,130 | $17.0M | 0.15% | +5,170+23.5% | Added |
| NewEdge Wealth, LLC | 27,012 | $16.9M | 0.54% | +6,242+30.1% | Added |
| CIBC World Markets Inc. | 26,889 | $16.9M | 0.06% | −199−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,802 | $16.8M | 0.14% | +3,373+14.4% | Added |
| Foster Victor Wealth Advisors, LLC | 26,347 | $16.5M | 1.93% | −2,580−8.9% | Reduced |
| Daiwa Securities Group Inc. | 25,715 | $16.4M | 0.12% | +2,642+11.5% | Added |
| Pacer Advisors, Inc. | 26,183 | $16.4M | 0.06% | −1,927−6.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,126 | $16.4M | 0.22% | −900−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 25,884 | $16.2M | 0.06% | +993+4.0% | Added |
| Bank of Nova Scotia | 25,735 | $16.1M | 0.04% | +15,499+151.4% | Added |
| Moneta Group Investment Advisors LLC | 25,334 | $15.9M | 0.36% | −1,236−4.7% | Reduced |
| Huntington National Bank | 24,950 | $15.6M | 0.16% | +1,108+4.6% | Added |
| Glenmede Trust Co NA | 24,860 | $15.6M | 0.09% | −186−0.7% | Reduced |
| Transform Wealth, LLC | 24,180 | $15.2M | 1.60% | +1,643+7.3% | Added |
| CTC LLC | 23,986 | $15.0M | 0.67% | +23,986 | New |
| Allspring Global Investments Holdings, LLC | 23,760 | $14.9M | 0.03% | +6,019+33.9% | Added |
| Czech National Bank | 23,297 | $14.6M | 0.23% | +7,393+46.5% | Added |
| Utah Retirement Systems | 23,178 | $14.5M | 0.21% | +156+0.7% | Added |
| Stephens Inc | 23,028 | $14.4M | 0.28% | +1,168+5.3% | Added |
| Cullen/Frost Bankers, Inc. | 23,012 | $14.4M | 0.25% | −1,258−5.2% | Reduced |
| National Asset Management, Inc. | 22,686 | $14.3M | 0.39% | +688+3.1% | Added |
| Hosking Partners LLP | 22,707 | $14.2M | 0.63% | +3,804+20.1% | Added |
| CIBC World Markets Corp | 22,602 | $14.2M | 0.14% | −4,388−16.3% | Reduced |
| Sora Investors LLC | 22,000 | $13.8M | 3.09% | +22,000 | New |
| State of Alaska, Department of Revenue | 21,817 | $13.7M | 0.17% | −710−3.2% | Reduced |
| South Dakota Investment Council | 21,406 | $13.4M | 0.31% | −5,168−19.4% | Reduced |
| Mutual of America Capital Management LLC | 21,312 | $13.4M | 0.16% | −766−3.5% | Reduced |
| HRT Financial LP | 21,298 | $13.3M | 0.13% | +21,298 | New |
| Yousif Capital Management, LLC | 21,215 | $13.3M | 0.17% | −743−3.4% | Reduced |
| Group One Trading, L.P. | 20,999 | $13.2M | 0.52% | −5,817−21.7% | Reduced |
| Linscomb & Williams, Inc. | 20,917 | $13.1M | 0.77% | −1,409−6.3% | Reduced |
| New York Life Investment Management LLC | 20,795 | $13.0M | 0.14% | −306−1.5% | Reduced |
| Natixis | 20,744 | $13.0M | 0.10% | −20,248−49.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,619 | $12.9M | 0.07% | −1,168−5.4% | Reduced |
| Connectus Wealth, LLC | 20,489 | $12.8M | 0.29% | −336−1.6% | Reduced |
| Achmea Investment Management B.V. | 20,438 | $12.8M | 0.28% | +846+4.3% | Added |
| FourThought Financial Partners, LLC | 20,159 | $12.6M | 1.77% | −247−1.2% | Reduced |
| Burney Co | 20,130 | $12.6M | 0.59% | −3,758−15.7% | Reduced |
| Wellington Management Group LLP | 20,039 | $12.6M | 0.00% | +15,848+378.1% | Added |
| Baker Avenue Asset Management, LP | 19,832 | $12.4M | 0.62% | −335−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 19,806 | $12.4M | 0.17% | −4,585−18.8% | Reduced |
| Ardevora Asset Management LLP | 19,396 | $12.2M | 0.60% | −39,104−66.8% | Reduced |
| Walleye Capital LLC | 19,190 | $12.0M | 0.18% | −42,679−69.0% | Reduced |
| Louisiana State Employees Retirement System | 18,800 | $11.8M | 0.27% | +2,100+12.6% | Added |