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; 3,142 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, Q4 2023
Institutional positions in Lam Research Corp as of Dec 31, 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
- 1,632
- +199 vs. Q3 2023
- Shares held
- 111.7M
- +840.6K (+0.8%) vs. Q3 2023
- Total value
- $87.0B
- +$17.4B (+25.0%) vs. Q3 2023
- New holders
- 282
- 511 more added
- Sold out
- 83
- 587 more reduced
18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,142 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 11,778,089 | $9.23B | 0.24% | +402,388+3.5% | Added |
| Vanguard Group Inc | 11,711,747 | $9.17B | 0.20% | +79,581+0.7% | Added |
| State Street Corp | 5,815,824 | $4.57B | 0.22% | +276,477+5.0% | Added |
| Ameriprise Financial Inc | 4,277,692 | $3.35B | 1.00% | −398,830−8.5% | Reduced |
| JPMorgan Chase & Co | 4,157,328 | $3.26B | 0.33% | +96,390+2.4% | Added |
| FMR LLC | 3,282,975 | $2.57B | 0.20% | −112,946−3.3% | Reduced |
| Fisher Asset Management, LLC | 2,973,516 | $2.33B | 1.23% | +86,721+3.0% | Added |
| Geode Capital Management, LLC | 2,942,491 | $2.30B | 0.24% | +12,466+0.4% | Added |
| Price T Rowe Associates Inc | 2,816,248 | $2.21B | 0.30% | −272,686−8.8% | Reduced |
| Janus Henderson Group PLC | 2,232,961 | $1.75B | 1.04% | −258,133−10.4% | Reduced |
| GQG Partners LLC | 2,204,154 | $1.73B | 3.65% | −18,857−0.8% | Reduced |
| Invesco Ltd. | 1,845,842 | $1.45B | 0.34% | +232,961+14.4% | Added |
| Morgan Stanley | 1,831,864 | $1.43B | 0.13% | −26,054−1.4% | Reduced |
| Norges Bank | 1,805,417 | $1.41B | 0.25% | +183,683+11.3% | Added |
| Sands Capital Management, LLC | 1,680,182 | $1.32B | 4.00% | −253,811−13.1% | Reduced |
| Bank of New York Mellon Corp | 1,511,991 | $1.18B | 0.24% | −130,376−7.9% | Reduced |
| Goldman Sachs Group Inc | 1,464,274 | $1.15B | 0.25% | +239,552+19.6% | Added |
| Northern Trust Corp | 1,457,692 | $1.14B | 0.21% | −65,523−4.3% | Reduced |
| Nuveen Asset Management, LLC | 1,424,233 | $1.12B | 0.36% | +59,759+4.4% | Added |
| Amundi | 1,166,713 | $883.1M | 0.40% | −223,884−16.1% | Reduced |
| Massachusetts Financial Services Co | 1,029,309 | $806.2M | 0.26% | −64,785−5.9% | Reduced |
| Legal & General Group Plc | 1,019,625 | $798.6M | 0.25% | +31,820+3.2% | Added |
| Franklin Resources Inc | 956,548 | $749.2M | 0.35% | −1,250−0.1% | Reduced |
| UBS Asset Management Americas Inc | 878,989 | $688.5M | 0.27% | +74,024+9.2% | Added |
| Bank of America Corp | 812,161 | $636.1M | 0.07% | −5,044−0.6% | Reduced |
| Barclays PLC | 790,483 | $619.2M | 0.32% | +87,871+12.5% | Added |
| Charles Schwab Investment Management Inc | 777,722 | $609.2M | 0.15% | +14,902+2.0% | Added |
| Van Eck Associates Corp | 776,885 | $608.5M | 1.11% | +85,102+12.3% | Added |
| UBS Group AG | 688,281 | $539.1M | 0.22% | +115,961+20.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 681,114 | $533.5M | 2.24% | −30,547−4.3% | Reduced |
| Dimensional Fund Advisors LP | 665,463 | $521.3M | 0.15% | −21,376−3.1% | Reduced |
| Wells Fargo & Company | 654,256 | $512.5M | 0.15% | −23,780−3.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 631,258 | $494.4M | 2.18% | −109,111−14.7% | Reduced |
| Winslow Capital Management, LLC | 607,563 | $475.9M | 1.97% | −227,699−27.3% | Reduced |
| WCM Investment Management, LLC | 600,594 | $474.3M | 1.31% | +3,717+0.6% | Added |
| Deutsche Bank AG | 572,726 | $448.6M | 0.23% | +156,425+37.6% | Added |
| Artisan Partners Limited Partnership | 564,992 | $442.5M | 0.69% | +3,643+0.6% | Added |
| First Trust Advisors LP | 524,720 | $411.0M | 0.45% | −68,101−11.5% | Reduced |
| Nordea Investment Management AB | 453,787 | $355.0M | 0.45% | +48,482+12.0% | Added |
| Pictet Asset Management Holding SA | 450,149 | $352.6M | 0.39% | +58,220+14.9% | Added |
| Allianz Asset Management GmbH | 425,202 | $333.0M | 0.62% | +67,414+18.8% | Added |
| Swiss National Bank | 413,500 | $323.9M | 0.24% | −18,700−4.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 402,983 | $315.6M | 2.25% | +32,945+8.9% | Added |
| Royal Bank of Canada | 362,469 | $283.9M | 0.07% | +9,951+2.8% | Added |
| BNP Paribas Arbitrage, SA | 359,872 | $281.9M | 0.51% | +138,406+62.5% | Added |
| Rafferty Asset Management, LLC | 343,192 | $268.8M | 1.13% | +13,903+4.2% | Added |
| Macquarie Group Ltd | 342,730 | $268.4M | 0.31% | +194,531+131.3% | Added |
| Alliancebernstein L.P. | 342,329 | $268.1M | 0.10% | −27,215−7.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 339,484 | $265.9M | 0.20% | −6,141−1.8% | Reduced |
| Boston Partners | 324,525 | $254.6M | 0.34% | −23,216−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 317,600 | $248.8M | 0.20% | +1,359+0.4% | Added |
| HSBC Holdings PLC | 313,677 | $245.8M | 0.23% | +1,036+0.3% | Added |
| Canada Pension Plan Investment Board | 309,915 | $242.7M | 0.31% | +8,844+2.9% | Added |
| TD Asset Management Inc | 307,089 | $240.5M | 0.24% | +91,653+42.5% | Added |
| Mackenzie Financial Corp | 302,521 | $237.0M | 0.36% | +680.0% | Added |
| Bank of Montreal | 295,443 | $234.4M | 0.13% | +111,636+60.7% | Added |
| Envestnet Asset Management Inc | 293,189 | $229.6M | 0.09% | −10,676−3.5% | Reduced |
| Alkeon Capital Management LLC | 293,046 | $229.5M | 1.51% | −324−0.1% | Reduced |
| Citadel Advisors LLC | 278,453 | $218.1M | 0.22% | +196,394+239.3% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $210.8M | 27.95% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 268,760 | $210.5M | 0.59% | +89,557+50.0% | Added |
| Aspex Management (HK) Ltd | 267,986 | $209.9M | 6.16% | −14,885−5.3% | Reduced |
| Rhumbline Advisers | 266,866 | $209.0M | 0.22% | −7,110−2.6% | Reduced |
| Citigroup Inc | 263,839 | $206.7M | 0.27% | −21,688−7.6% | Reduced |
| National Pension Service | 258,699 | $202.6M | 0.28% | +6,151+2.4% | Added |
| Lord, Abbett & Co. LLC | 257,652 | $201.8M | 0.71% | −103,488−28.7% | Reduced |
| California Public Employees Retirement System | 254,075 | $199.0M | 0.15% | −11,937−4.5% | Reduced |
| CI Private Wealth, LLC | 252,504 | $197.8M | 0.36% | +5,124+2.1% | Added |
| Prudential Financial Inc | 253,067 | $196.6M | 0.30% | −71,281−22.0% | Reduced |
| Cincinnati Insurance Co | 249,211 | $195.2M | 3.51% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 244,396 | $191.4M | 0.56% | +16,306+7.1% | Added |
| Agf Management Ltd | 241,474 | $189.1M | 1.11% | −4,308−1.8% | Reduced |
| Credit Suisse AG | 237,993 | $186.4M | 0.18% | +16,000+7.2% | Added |
| Scge Management, L.P. | 235,000 | $184.1M | 4.11% | 00.0% | Unchanged |
| Principal Financial Group Inc | 229,477 | $179.7M | 0.11% | −631−0.3% | Reduced |
| Neuberger Berman Group LLC | 222,655 | $174.4M | 0.15% | −107,628−32.6% | Reduced |
| California State Teachers Retirement System | 214,795 | $168.2M | 0.23% | +1,367+0.6% | Added |
| Clearbridge Investments, LLC | 210,934 | $165.2M | 0.14% | +4,052+2.0% | Added |
| New York State Common Retirement Fund | 206,470 | $161.7M | 0.22% | −18,544−8.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 200,681 | $157.2M | 0.32% | −10,331−4.9% | Reduced |
| Swedbank AB | 198,722 | $155.7M | 0.25% | −1,289−0.6% | Reduced |
| Victory Capital Management Inc | 198,548 | $155.5M | 0.16% | +6,356+3.3% | Added |
| Adage Capital Partners GP, L.L.C. | 193,156 | $151.3M | 0.31% | +19,373+11.1% | Added |
| Voya Investment Management LLC | 190,838 | $149.5M | 0.15% | −8,169−4.1% | Reduced |
| National Bank of Canada | 195,670 | $146.6M | 0.27% | +80,793+70.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 175,309 | $137.3M | 0.61% | +38,735+28.4% | Added |
| AQR Capital Management LLC | 171,183 | $134.1M | 0.25% | +14,626+9.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 181,650 | $133.9M | 0.24% | +4,103+2.3% | Added |
| Renaissance Technologies LLC | 168,956 | $132.3M | 0.20% | +46,200+37.6% | Added |
| SEI Investments Co | 159,822 | $125.2M | 0.20% | −33,747−17.4% | Reduced |
| KBC Group NV | 159,150 | $124.7M | 0.44% | +51,599+48.0% | Added |
| Bessemer Group Inc | 159,030 | $124.6M | 0.24% | −12,525−7.3% | Reduced |
| Great West Life Assurance Co | 155,731 | $121.4M | 0.27% | −2,675−1.7% | Reduced |
| Russell Investments Group, Ltd. | 151,267 | $118.5M | 0.21% | −1,871−1.2% | Reduced |
| ProShare Advisors LLC | 147,673 | $115.7M | 0.35% | −21,197−12.6% | Reduced |
| State Board of Administration of Florida Retirement System | 147,114 | $115.2M | 0.24% | +3,935+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 144,913 | $113.5M | 0.27% | −2,169−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 144,279 | $113.0M | 0.51% | +59,558+70.3% | Added |
| Schroder Investment Management Group | 135,282 | $106.0M | 0.14% | −4,470−3.2% | Reduced |
| 1832 Asset Management L.P. | 132,411 | $103.7M | 0.20% | +121,811+1,149.2% | Added |