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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
Nicholas Investment Partners, LP1,629$1.02M0.08%00.0%Unchanged
Meridian Wealth Management, LLC1,620$1.02M0.06%+782+93.3%Added
Community Bank, N.A.1,606$1.01M0.14%−60−3.6%Reduced
Knowledge Leaders Capital, LLC1,601$1.00M1.48%−98−5.8%Reduced
Aquatic Capital Management LLC1,600$1.00M0.04%+1,600New
Sherbrooke Park Advisers LLC1,600$1.00M0.32%+1,600New
KCM Investment Advisors LLC1,600$1.00M0.04%−49−3.0%Reduced
Belpointe Asset Management LLC1,596$1.00M0.10%−23−1.4%Reduced
Wexford Capital LP1,594$999.1K0.23%+1,594New
Marietta Investment Partners LLC1,593$998.4K0.28%+10+0.6%Added
Brighton Jones LLC1,592$997.8K0.05%+64+4.2%Added
Point72 Asset Management, L.P.1,590$996.6K0.00%+1,590New
Salomon & Ludwin, LLC1,587$994.7K0.10%00.0%Unchanged
Encompass Wealth Advisors, LLC1,587$994.4K0.33%+1+0.1%Added
Johnson Investment Counsel Inc1,579$989.8K0.01%+98+6.6%Added
Glen Eagle Advisors, LLC1,578$989.0K0.23%+4+0.3%Added
Warther Private Wealth, LLC1,578$989.0K0.66%−1,729−52.3%Reduced
Trust Asset Management LLC1,558$976.5K0.11%00.0%Unchanged
Eqis Capital Management, Inc.1,556$975.2K0.12%−73−4.5%Reduced
Phraction Management LLC1,551$972.1K0.47%−124−7.4%Reduced
Smithfield Trust Co1,539$970.0K0.06%+21+1.4%Added
Bedell Frazier Investment Counseling, LLC1,533$960.8K0.29%+60+4.1%Added
Quantamental Technologies LLC1,502$941.4K0.88%+1,502New
Cohen Klingenstein LLC1,500$940.2K0.04%00.0%Unchanged
Exencial Wealth Advisors, LLC1,474$924.1K0.04%−289−16.4%Reduced
Mechanics Bank Trust Department1,467$919.5K0.15%+34+2.4%Added
JT Stratford LLC1,466$918.8K0.24%+455+45.0%Added
Summit Global Investments1,457$913.0K0.06%+7+0.5%Added
Balyasny Asset Management LLC1,451$909.4K0.00%+645+80.0%Added
MBM Wealth Consultants, LLC1,410$909.3K0.40%−208−12.9%Reduced
We Are One Seven, LLC1,449$908.0K0.07%+577+66.2%Added
Cigna Investments Inc1,440$903.0K0.21%−202−12.3%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
KRS Capital Management, LLC1,438$901.3K0.96%−10−0.7%Reduced
Lincoln National Corp1,436$900.0K0.02%−153−9.6%Reduced
Moody National Bank Trust Division1,426$893.8K0.06%−36−2.5%Reduced
Texas Capital Bancshares Inc1,425$893.1K0.49%+3+0.2%Added
Mainstay Capital Management LLC1,419$889.4K0.19%−328−18.8%Reduced
CFO4Life Group, LLC1,414$886.2K0.20%−62−4.2%Reduced
Change Path, LLC1,398$876.0K0.06%−134−8.7%Reduced
Albert D Mason Inc1,392$873.0K0.63%+37+2.7%Added
Strong Tower Advisory Services1,390$871.8K0.44%−1−0.1%Reduced
Montag A & Associates Inc1,365$858.4K0.05%00.0%Unchanged
Centennial Bank1,366$856.2K0.59%+8+0.6%Added
Rehmann Capital Advisory Group1,361$853.2K0.08%−125−8.4%Reduced
Penobscot Investment Management Company, Inc.1,355$849.3K0.12%−5−0.4%Reduced
Clear Creek Financial Management, LLC1,342$841.4K0.15%+17+1.3%Added
Herold Advisors, Inc.1,337$838.0K0.25%−126−8.6%Reduced
One River Asset Management, LLC1,331$835.7K0.39%+1,325+22,083.3%Added
Legacy Wealth Asset Management, LLC1,332$834.9K0.31%−18−1.3%Reduced
Qtron Investments LLC1,331$834.2K0.16%00.0%Unchanged
Core Alternative Capital1,328$832.4K0.13%+740+125.9%Added
Abundance Wealth Counselors1,316$825.0K0.24%+1,316New
World Equity Group, Inc.1,314$823.6K0.17%+662+101.5%Added
Proequities, Inc.1,308$822.4K0.06%−41−3.0%Reduced
Syon Capital LLC1,308$819.9K0.10%+1,308New
Strengthening Families & Communities, LLC1,303$817.0K0.35%+119+10.1%Added
Legacy Capital Group California, Inc.1,294$811.0K0.35%00.0%Unchanged
Parallel Advisors, LLC1,289$808.5K0.03%+5+0.4%Added
First Commonwealth Financial Corp1,288$807.3K0.27%−69−5.1%Reduced
Clarius Group, LLC1,279$801.6K0.08%−313−19.7%Reduced
Carr Financial Group Corp1,247$790.7K0.31%00.0%Unchanged
Paloma Partners Management Co1,249$782.8K0.16%+1,249New
Mutual Advisors, LLC1,242$778.7K0.03%+558+81.6%Added
SYSTM Wealth Solutions LLC1,234$773.7K0.12%−125−9.2%Reduced
Hollencrest Capital Management1,229$770.5K0.09%−39−3.1%Reduced
Davis Selected Advisers1,228$769.7K0.00%00.0%Unchanged
Integrated Advisors Network LLC1,223$766.7K0.05%+21+1.7%Added
Joel Isaacson & Co., LLC1,208$757.2K0.05%−4−0.3%Reduced
American State Bank (Iowa)1,200$752.1K0.54%00.0%Unchanged
Axq Capital, LP1,200$752.1K0.26%+1,200New
Virtus ETF Advisers LLC1,197$750.2K0.46%−272−18.5%Reduced
Little House Capital LLC1,196$749.7K0.31%−198−14.2%Reduced
Stevens Capital Management LP1,187$744.0K0.21%+238+25.1%Added
WR Wealth Planners, LLC1,187$743.7K0.28%−3−0.3%Reduced
Amica Retiree Medical Trust1,185$743.0K0.87%00.0%Unchanged
Oakworth Capital, Inc.1,181$740.2K0.07%00.0%Unchanged
Avantax Planning Partners, Inc.1,180$739.8K0.03%+1+0.1%Added
ICICI Prudential Asset Management Co Ltd1,179$739.0K0.10%−6,860−85.3%Reduced
V-Square Quantitative Management LLC1,179$739.0K0.33%+345+41.4%Added
Annis Gardner Whiting Capital Advisors, LLC1,167$733.8K0.39%+1,167New
Alera Investment Advisors, LLC1,169$732.7K0.12%−3−0.3%Reduced
CWA Asset Management Group, LLC1,161$727.4K0.05%+246+26.9%Added
Affinity Investment Advisors, LLC1,160$727.1K0.47%−53−4.4%Reduced
Wedmont Private Capital1,154$724.4K0.07%+183+18.8%Added
Alpha Family Trust1,150$720.8K0.55%00.0%Unchanged
Independent Financial Group, LLC1,145$717.4K0.05%−1,448−55.8%Reduced
Strategic Blueprint, LLC1,137$712.7K0.07%+175+18.2%Added
Sheaff Brock Investment Advisors, LLC1,137$712.4K0.07%−10−0.9%Reduced
Clear Harbor Asset Management, LLC1,132$709.5K0.07%−513−31.2%Reduced
RAM Investment Partners, LLC1,129$707.9K0.30%−198−14.9%Reduced
Snowden Capital Advisors LLC1,129$707.6K0.03%−289−20.4%Reduced
Burns J W & Co Inc1,122$703.2K0.11%00.0%Unchanged
Pinnacle Wealth Management Advisory Group, LLC1,119$701.4K0.09%−112−9.1%Reduced
PFG Investments, LLC1,115$698.5K0.13%+367+49.1%Added
Fidelis Capital Partners, LLC1,114$698.2K0.24%+121+12.2%Added
Buckley Wealth Management, LLC1,103$691.3K0.26%−295−21.1%Reduced
Continuum Wealth Advisors, LLC1,101$690.1K0.49%−100−8.3%Reduced
WD Rutherford LLC1,100$689.4K0.47%−95−7.9%Reduced