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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.

Q4 2023 vs. Q3 2023

How the institutions holding Lam Research Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of LRCX: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,451181,632+199
Shares111.1M191.0K111.7M+840.6K (+0.8%)
Value$69.7B$119.8M$87.0B+$17.4B (+25.0%)

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (282)

Institutions that held Lam Research Corp at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 282 by value.

Institutions new to LRCX in Q4 2023
InstitutionSharesValue% of portfolio
Aware Super Pty Ltd as trustee of Aware Super421,003$72.1M0.99%
Colony Group, LLC45,421$35.6M0.47%
Clal Insurance Enterprises Holdings Ltd38,500$30.2M0.40%
MUFG Securities EMEA plc30,000$23.5M1.95%
APG Asset Management US Inc.26,337$20.6M0.13%
Pathstone Holdings, LLC22,013$17.4M0.09%
Degroof Petercam Asset Management21,050$16.5M0.22%
First Financial Bankshares Inc20,393$16.0M0.38%
Napean Trading & Investment Co (Singapore) PTE Ltd19,462$15.2M4.12%
Eldred Rock Partners, LLC16,797$13.2M8.38%
Two Sigma Securities, LLC16,106$12.6M0.58%
Generate Investment Management Ltd15,319$12.0M1.04%
Groupama Asset Managment30,858$11.9M0.31%
Point72 Hong Kong Ltd15,018$11.8M0.72%
Spinecap SAS10,812$8.47M15.99%
Contravisory Investment Management, Inc.10,124$7.93M1.94%
Walleye Trading LLC10,063$7.88M0.12%
FORA Capital, LLC8,487$6.65M0.57%
Whitford Management LLC8,326$6.52M2.56%
Tritonpoint Wealth, LLC7,958$6.25M0.61%
L & S Advisors Inc6,640$5.20M0.63%
Turtle Creek Wealth Advisors, LLC6,482$5.08M1.49%
Morton Community Bank6,091$4.77M1.56%
Itau Unibanco Holding S.A.5,819$4.59M0.15%
Cetera Trust Company, N.A5,281$4.14M2.58%
Clear Rock Advisors, LLC4,282$3.90M1.76%
Retireful, LLC4,672$3.66M1.59%
Picton Mahoney Asset Management4,317$3.38M0.16%
Rockline Wealth Management, LLC3,818$2.99M1.24%
JB Capital LLC3,499$2.74M0.20%
FJ Investments, LLC3,487$2.73M0.13%
Peak Financial Advisors LLC3,269$2.56M1.71%
Virtu Financial LLC3,260$2.55M0.20%
Kingfisher Capital LLC3,086$2.42M0.63%
Arvest Investments, Inc.2,979$2.33M0.38%
M&G Investments (USA) Inc.2,846$2.23M2.20%
HighPoint Advisor Group LLC2,226$2.16M0.16%
Nomura Holdings Inc2,652$2.08M0.02%
Gilliland Jeter Wealth Management LLC2,576$2.02M0.83%
Invera Wealth Advisors, LLC2,434$1.91M1.19%
Accent Capital Management, LLC2,383$1.87M1.47%
Signature Resources Capital Management, LLC2,200$1.72M1.57%
Precedent Wealth Partners, LLC2,184$1.71M0.87%
Kuhn & Co Investment Counsel2,088$1.64M1.68%
Susquehanna Portfolio Strategies, LLC2,013$1.58M0.03%
NRI Wealth Management LC1,983$1.55M1.55%
Chicago Capital, LLC1,882$1.47M0.05%
Wiley Bros.-Aintree Capital, LLC1,816$1.42M0.35%
FCG Investment Co1,759$1.38M1.35%
Premier Path Wealth Partners, LLC1,741$1.37M0.30%
Weiss Asset Management LP1,723$1.35M0.10%
Headlands Technologies LLC1,654$1.30M0.39%
Lake Street Advisors Group, LLC1,649$1.29M0.06%
Burr Financial Services, LLC1,361$1.28M0.98%
Global X Japan Co., Ltd.1,621$1.27M0.72%
Signature Wealth Management Group1,613$1.26M0.58%
Alpha Cubed Investments, LLC1,583$1.24M0.07%
Lecap Asset Management Ltd1,516$1.19M0.43%
Black Swift Group, LLC1,500$1.17M0.35%
Principal Securities, Inc.1,421$1.11M0.04%
O'Neil Global Advisors, Inc.1,400$1.10M0.64%
Advisor Resource Council1,342$1.05M0.12%
Lifeworks Advisors, LLC1,340$1.05M0.36%
Polymer Capital Management (HK) LTD1,280$1.00M0.35%
Seeds Investor LLC1,261$988.0K1.12%
Icon Wealth Advisors, LLC1,212$949.3K0.10%
Capital Markets Trading UK LLP1,186$929.0K0.69%
3Chopt Investment Partners, LLC1,177$924.1K0.34%
ClearAlpha Technologies LP1,081$846.7K0.32%
Willner & Heller, LLC991$775.9K0.87%
Skopos Labs, Inc.975$763.7K0.36%
Unique Wealth Strategies, LLC969$759.2K0.51%
Fayez Sarofim & Co825$752.1K0.00%
Custom Index Systems, LLC924$723.7K0.46%
Sunpointe, LLC914$718.0K0.91%
Transcend Wealth Collective, LLC906$709.9K0.06%
Central Asset Investments & Management Holdings (HK) Ltd891$697.9K0.75%
Phoenix Holdings Ltd.846$693.3K0.01%
T. Rowe Price Investment Management, Inc.836$655.0K0.00%
Algert Global LLC830$650.1K0.03%
Quantitative Investment Management, LLC805$630.0K0.04%
Concurrent Investment Advisors, LLC772$604.5K0.03%
Scientech Research LLC764$598.5K0.60%
GAMMA Investing LLC684$564.0K0.15%
Colonial River Wealth Management, LLC708$554.5K0.33%
Plato Investment Management Ltd692$542.0K0.66%
Legacy Edge Advisors, LLC685$536.5K0.12%
Rational Advisors LLC676$529.5K0.05%
Visionary Horizons, LLC650$509.2K0.41%
Fiduciary Family Office, LLC640$501.3K0.22%
Dohj, LLC639$500.4K0.15%
Gold Investment Management Ltd.632$495.0K0.21%
Brevan Howard Capital Management LP611$478.6K0.05%
Gryphon Financial Partners LLC617$476.1K0.08%
Point72 Europe (London) LLP597$467.6K0.06%
Planning Alternatives Ltd585$458.2K0.08%
Caitlin John, LLC581$456.6K0.37%
Everpar Advisors LLC578$452.7K0.21%
ISAM Funds (UK) Ltd576$451.2K0.32%
Trust Point Inc.574$449.6K0.04%

Sold out (83)

Institutions that held Lam Research Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of LRCX in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Brandywine Global Investment Management, LLC73,100$45.8M
Employees Provident Fund Board50,517$31.7M
Engine No. 1 LLC28,390$17.8M
Worldquant Millennium Advisors LLC27,449$17.2M
Sora Investors LLC22,000$13.8M
Susquehanna Fundamental Investments, LLC17,933$11.2M
Nishkama Capital, LLC16,873$10.6M
Trexquant Investment LP14,906$9.34M
MBB Public Markets I LLC14,215$8.91M
Artemis Wealth Advisors, LLC14,000$8.77M
Bayesian Capital Management, LP9,191$5.76M
Lighthouse Investment Partners, LLC8,015$5.02M
Sustainable Insight Capital Management, LLC7,544$4.73M
Cable Hill Partners, LLC5,783$3.62M
Caas Capital Management LP5,100$3.20M
Y-Intercept (Hong Kong) Ltd5,034$3.16M
Voloridge Investment Management, LLC5,008$3.14M
Pearl River Capital, LLC4,800$3.01M
Eisler Capital (US) LLC3,632$2.28M
Teza Capital Management LLC3,050$1.91M
Dynamic Technology Lab Private Ltd2,946$1.85M
Hoey Investments, Inc2,863$1.79M
SRN Advisors, LLC2,770$1.74M
Fund Management at Engine No. 1 LLC2,736$1.71M
Genus Capital Management Inc.2,594$1.63M
Jefferies Financial Group Inc.2,506$1.57M
Versor Investments LP2,265$1.42M
RWC Asset Management LLP2,246$1.41M
Intellectus Partners, LLC1,841$1.16M
Maven Securities LTD1,791$1.12M
Jag Capital Management, LLC1,702$1.07M
Aquatic Capital Management LLC1,600$1.00M
Sherbrooke Park Advisers LLC1,600$1.00M
Wexford Capital LP1,594$999.1K
Point72 Asset Management, L.P.1,590$996.6K
Warther Private Wealth, LLC1,578$989.0K
Moody National Bank Trust Division1,426$893.8K
Strengthening Families & Communities, LLC1,303$817.0K
Stevens Capital Management LP1,187$744.0K
CastleKnight Management LP1,100$689.4K
Lumina Fund Management LLC1,100$689.0K
Baader Bank INC1,010$622.8K
Tybourne Capital Management (HK) Ltd925$579.8K
Himension Fund925$579.8K
Oak Grove Capital LLC878$550.3K
Q3 Asset Management835$523.0K
C2C Wealth Management, LLC690$432.0K
HITE Hedge Asset Management LLC675$423.1K
Blueshift Asset Management, LLC665$416.8K
Machina Capital S.A.S.624$391.1K
Concentric Capital Strategies, LP611$383.0K
Founders Financial Alliance, LLC596$373.6K
Oak Thistle LLC530$332.2K
Davis R M Inc492$308.0K
Guidance Point Advisors, LLC415$260.2K
Mirabella Financial Services LLP405$253.8K
Aspiriant, LLC381$238.8K
Oasis Management Co Ltd.368$230.7K
Mayport, LLC347$217.5K
Bremer Bank National Association341$213.7K
Wesbanco Bank Inc336$210.6K
Hel Ved Capital Management Ltd332$208.1K
Barings LLC328$205.6K
Cantor Fitzgerald, L. P.324$203.1K
Winton Group Ltd322$201.8K
Milestone Investment Advisors LLC221$138.5K
Activest Wealth Management154$96.8K
RVW Wealth, LLC134$84.0K
Certified Advisory Corp21,930$67.6K
Flaharty Asset Management, LLC88$55.2K
West Tower Group, LLC87$54.5K
Headinvest, LLC81$51.1K
Earnest Partners LLC65$40.7K
BluePath Capital Management, LLC44$27.6K
Marquette Asset Management, LLC31$19.4K
Riverview Trust Co29$18.2K
Stonebridge Capital Advisors LLC15$9.40K
Rogco, LP15$9.40K
Carmel Capital Partners, LLC14$8.78K
VisionPoint Advisory Group, LLC11$6.89K
LGT Financial Advisors LLC4$2.51K
Provenance Wealth Advisors, LLC3$1.88K
Thomas J. Herzfeld Advisors, Inc.2$1.25K

Not filed for Q4 2023 yet (18)

Institutions that held Lam Research Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.