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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
Tower Research Capital LLC (TRC)9,581$6.01M0.19%+5,722+148.3%Added
KWMG, LLC9,578$6.00M0.76%−189−1.9%Reduced
Twin Tree Management, LP9,539$5.98M0.20%−11,982−55.7%Reduced
Securian Asset Management, Inc9,538$5.98M0.18%−1,723−15.3%Reduced
Cornerstone Advisors, LLC9,500$5.95M0.28%−200−2.1%Reduced
Shell Asset Management Co9,493$5.95M0.25%+1,387+17.1%Added
HB Wealth Management, LLC9,478$5.94M0.10%+611+6.9%Added
Insight Wealth Strategies, LLC9,452$5.92M1.14%+354+3.9%Added
Taika Capital, LP9,432$5.91M2.91%+2,707+40.3%Added
Horizon Investment Services, LLC9,425$5.91M3.55%+10.0%Added
Amica Mutual Insurance Co9,420$5.90M0.69%00.0%Unchanged
Carret Asset Management, LLC9,419$5.90M0.82%+47+0.5%Added
Dai-Ichi Life Insurance Company, Ltd9,374$5.88M0.13%00.0%Unchanged
Northwest Bancshares, Inc.9,365$5.87M1.12%−1,590−14.5%Reduced
Fiduciary Trust Co9,352$5.86M0.11%−31−0.3%Reduced
Jackson Wealth Management, LLC9,298$5.83M0.83%+339+3.8%Added
McBroom & Associates, LLC9,263$5.81M4.62%+163+1.8%Added
Sitrin Capital Management LLC9,198$5.77M3.60%−1,070−10.4%Reduced
Wealthfront Advisers LLC9,194$5.76M0.02%+1,178+14.7%Added
Bayesian Capital Management, LP9,191$5.76M0.66%−3,800−29.3%Reduced
Hartford Investment Management Co9,145$5.73M0.23%−341−3.6%Reduced
Hillman Capital Management, Inc.9,085$5.69M2.19%−4,408−32.7%Reduced
Stratos Wealth Partners, LTD.9,076$5.69M0.12%+411+4.7%Added
Prime Capital Investment Advisors, LLC9,024$5.66M0.12%+16+0.2%Added
Silvant Capital Management LLC8,951$5.63M0.34%−994−10.0%Reduced
Hohimer Wealth Management, LLC8,975$5.63M1.61%−204−2.2%Reduced
Quantbot Technologies LP8,909$5.58M0.38%+8,909New
Seizert Capital Partners, LLC8,896$5.58M0.30%−3,429−27.8%Reduced
Taylor Hoffman Wealth Management8,836$5.54M2.85%−45−0.5%Reduced
Financial Partners Group, LLC8,790$5.51M2.64%00.0%Unchanged
Atria Investments LLC8,776$5.50M0.10%−281−3.1%Reduced
Arrowstreet Capital, Limited Partnership8,775$5.50M0.01%+5,472+165.7%Added
Coldstream Capital Management Inc8,746$5.48M0.18%−32−0.4%Reduced
Atria Wealth Solutions, Inc.8,590$5.40M0.08%+51+0.6%Added
Prudential PLC8,606$5.39M0.06%−1,600−15.7%Reduced
NJ State Employees Deferred Compensation Plan8,525$5.34M0.81%−1,700−16.6%Reduced
O'Shaughnessy Asset Management, LLC8,514$5.34M0.08%+1,116+15.1%Added
Bailard, Inc.8,437$5.29M0.18%+255+3.1%Added
Raymond James Trust N.A.8,429$5.28M0.16%+3,899+86.1%Added
Ziegler Capital Management, LLC8,424$5.28M0.21%−207−2.4%Reduced
Varma Mutual Pension Insurance Co8,395$5.26M0.06%00.0%Unchanged
Lathrop Investment Management Corp8,335$5.22M1.13%00.0%Unchanged
Savoie Capital LLC8,280$5.19M1.36%+8,280New
Naples Global Advisors, LLC8,215$5.16M0.63%−169−2.0%Reduced
Westpac Banking Corp8,222$5.15M0.39%−1,552−15.9%Reduced
River Wealth Advisors LLC8,124$5.09M0.91%+1,160+16.7%Added
Lighthouse Investment Partners, LLC8,015$5.02M0.30%−1,577−16.4%Reduced
Maytus Capital Management, LLC8,000$5.01M2.79%+2,500+45.5%Added
Rench Wealth Management, Inc.7,854$4.92M2.26%+36+0.5%Added
Farmers Trust Co7,731$4.85M1.12%−386−4.8%Reduced
Commerce Bank7,727$4.84M0.04%−106−1.4%Reduced
Cresset Asset Management, LLC7,695$4.84M0.03%+349+4.8%Added
ExodusPoint Capital Management, LP7,677$4.81M0.06%−7,360−48.9%Reduced
Beacon Pointe Advisors, LLC7,602$4.77M0.06%+6,264+468.2%Added
Sustainable Insight Capital Management, LLC7,544$4.73M4.64%+32+0.4%Added
Institute for Wealth Management, LLC.7,532$4.72M0.86%00.0%Unchanged
Marshall & Sullivan Inc7,434$4.66M2.72%−90−1.2%Reduced
Bokf, NA7,909$4.65M0.10%−54−0.7%Reduced
Verition Fund Management LLC7,364$4.62M0.06%+2,439+49.5%Added
Brinker Capital Investments, LLC7,310$4.58M0.06%−957−11.6%Reduced
Orion Portfolio Solutions, LLC7,310$4.58M0.06%−957−11.6%Reduced
W.G. Shaheen & Associates DBA Whitney & Co7,227$4.53M0.68%+99+1.4%Added
NewSquare Capital LLC7,147$4.48M0.47%+509+7.7%Added
Kerrisdale Advisers, LLC7,146$4.48M1.42%−2,408−25.2%Reduced
Matthews International Capital Management LLC7,089$4.44M0.54%−809−10.2%Reduced
Ashton Thomas Private Wealth, LLC7,013$4.40M0.32%+276+4.1%Added
Abn Amro Investment Solutions6,995$4.38M0.09%−1,159−14.2%Reduced
New Mexico Educational Retirement Board6,993$4.38M0.19%+400+6.1%Added
Empowered Funds, LLC6,945$4.35M0.13%+1,187+20.6%Added
Advisor Partners II, LLC6,901$4.33M0.17%+206+3.1%Added
Quantinno Capital Management LP6,887$4.32M0.20%+237+3.6%Added
PDT Partners, LLC6,812$4.27M0.54%+1,900+38.7%Added
Toroso Investments, LLC6,795$4.26M0.13%+30+0.4%Added
GWM Advisors LLC6,756$4.23M0.05%−527−7.2%Reduced
TD Private Client Wealth LLC6,748$4.23M0.18%−365−5.1%Reduced
Cary Street Partner Investment Advisory LLC6,748$4.23M0.23%+6,386+1,764.1%Added
Banque Cantonale Vaudoise6,729$4.22M0.21%+201+3.1%Added
Conning Inc.6,664$4.18M0.15%−762−10.3%Reduced
CCM Investment Advisers LLC6,653$4.17M0.58%−285−4.1%Reduced
Metis Global Partners, LLC6,633$4.16M0.20%+1,487+28.9%Added
Kempen Capital Management N.V.6,612$4.14M0.08%+81+1.2%Added
Northwest & Ethical Investments L.P.6,587$4.13M0.14%00.0%Unchanged
Wolverine Trading, LLC6,575$4.12M0.04%+716+12.2%Added
Fred Alger Management, LLC6,574$4.12M0.02%−97−1.5%Reduced
Norinchukin Bank, The6,553$4.11M0.10%−5,966−47.7%Reduced
Panagora Asset Management Inc6,548$4.10M0.03%+1,135+21.0%Added
Meeder Asset Management Inc6,456$4.05M0.32%+41+0.6%Added
Meiji Yasuda Life Insurance Co6,397$4.01M0.11%+2,737+74.8%Added
NEOS Investment Management LLC6,327$3.97M0.51%+6,327New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,305$3.95M0.16%+2,542+67.6%Added
Cary Street Partners Asset Management LLC6,285$3.94M0.74%−209−3.2%Reduced
E. Ohman J:or Asset Management AB6,250$3.92M0.15%00.0%Unchanged
Private Advisor Group, LLC6,219$3.90M0.03%+81+1.3%Added
Livforsakringsbolaget Skandia, Omsesidigt6,164$3.87M0.42%−300−4.6%Reduced
American Trust Investment Advisors, LLC6,092$3.82M2.11%+68+1.1%Added
Whittier Trust Co6,063$3.80M0.07%+52+0.9%Added
New Potomac Partners, LLC6,016$3.77M2.60%−523−8.0%Reduced
Harbour Capital Advisors, LLC5,995$3.76M1.13%+50+0.8%Added
Bristlecone Advisors, LLC5,891$3.69M0.41%+217+3.8%Added
AE Wealth Management LLC5,833$3.66M0.02%+596+11.4%Added