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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, 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.

Institutional holdersQ4 2023: 1,632 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 heldQ4 2023: $87.0B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2023.

Institutions holding LRCX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Private Trust Co NA2,102$1.65M0.19%−4−0.2%Reduced
HGK Asset Management Inc2,117$1.66M0.39%−9−0.4%Reduced
Triangle Securities Wealth Management2,132$1.67M0.52%−63−2.9%Reduced
Chicago Trust Co NA2,140$1.68M0.37%+252+13.3%Added
Patriot Financial Group Insurance Agency, LLC2,147$1.68M0.32%+53+2.5%Added
Prudent Man Advisors, LLC2,151$1.68M0.63%−301−12.3%Reduced
Eads & Heald Wealth Management2,162$1.69M0.81%+83+4.0%Added
First Foundation Advisors2,181$1.71M0.08%−363−14.3%Reduced
Precedent Wealth Partners, LLC2,184$1.71M0.87%+2,184New
Farmers & Merchants Investments Inc2,185$1.71M0.06%−40−1.8%Reduced
Keudell/Morrison Wealth Management2,192$1.72M0.57%00.0%Unchanged
Commonwealth Retirement Investments LLC2,194$1.72M0.91%−42−1.9%Reduced
Bay Rivers Group2,197$1.72M1.08%+19+0.9%Added
CenterBook Partners LP2,199$1.72M0.21%−795−26.6%Reduced
Signature Resources Capital Management, LLC2,200$1.72M1.57%+2,200New
Ritholtz Wealth Management2,210$1.73M0.07%−38−1.7%Reduced
Cutler Group LP2,217$1.74M0.24%−1,906−46.2%Reduced
Tealwood Asset Management Inc2,217$1.74M0.83%+23+1.0%Added
Wahed Invest LLC2,227$1.74M0.49%+15+0.7%Added
E Fund Management Co., Ltd.2,238$1.75M0.11%−225−9.1%Reduced
STF Management LP2,245$1.76M0.83%+89+4.1%Added
Oppenheimer Asset Management Inc.2,251$1.76M0.02%−10.0%Reduced
Bray Capital Advisors2,275$1.78M0.49%00.0%Unchanged
Jump Financial, LLC2,283$1.79M0.06%+1,186+108.1%Added
Meeder Advisory Services, Inc.2,293$1.80M0.21%+43+1.9%Added
Meiji Yasuda Asset Management Co Ltd.2,311$1.81M0.08%−176−7.1%Reduced
Robertson Stephens Wealth Management, LLC2,334$1.83M0.11%+462+24.7%Added
180 Wealth Advisors, LLC2,463$1.85M0.37%−24−1.0%Reduced
Accent Capital Management, LLC2,383$1.87M1.47%+2,383New
Whittier Trust Co of Nevada Inc2,388$1.87M0.06%00.0%Unchanged
Fiera Capital Corp2,391$1.87M0.01%−24−1.0%Reduced
Fort Washington Investment Advisors Inc2,391$1.87M0.01%00.0%Unchanged
LCNB Corp2,394$1.88M0.74%−98−3.9%Reduced
Prelude Capital Management, LLC2,397$1.88M0.16%−2,475−50.8%Reduced
Horizon Investments, LLC2,418$1.89M0.05%+1,436+146.2%Added
Morse Asset Management, Inc2,429$1.90M0.56%−26−1.1%Reduced
Invera Wealth Advisors, LLC2,434$1.91M1.19%+2,434New
Consolidated Portfolio Review Corp2,435$1.91M0.44%00.0%Unchanged
Signaturefd, LLC2,451$1.92M0.04%+122+5.2%Added
Steward Partners Investment Advisory, LLC2,457$1.92M0.03%−2,637−51.8%Reduced
Stokes Family Office, LLC2,463$1.93M0.26%−212−7.9%Reduced
Pitcairn Co2,498$1.96M0.14%−78−3.0%Reduced
Needham Investment Management LLC2,500$1.96M0.25%00.0%Unchanged
Estate Counselors, LLC2,500$1.96M0.24%00.0%Unchanged
Tudor Investment Corp Et Al2,504$1.96M0.03%−27,038−91.5%Reduced
Moors & Cabot, Inc.2,514$1.97M0.12%−32−1.3%Reduced
Altman Advisors, Inc.2,528$1.98M1.04%+22+0.9%Added
Bank of Stockton2,409$1.99M0.66%−149−5.8%Reduced
Oppenheimer & Co Inc2,545$1.99M0.04%−214−7.8%Reduced
Trust Co of Oklahoma2,567$2.01M0.75%00.0%Unchanged
Gilliland Jeter Wealth Management LLC2,576$2.02M0.83%+2,576New
Palouse Capital Management, Inc.2,576$2.02M1.43%−347−11.9%Reduced
Van Leeuwen & Company, LLC2,583$2.02M1.18%+13+0.5%Added
Johnson Financial Group, Inc.2,615$2.05M0.11%−567−17.8%Reduced
InterOcean Capital Group, LLC2,624$2.05M0.06%+70+2.7%Added
Gradient Capital Advisors, LLC2,638$2.07M0.79%+5+0.2%Added
Nomura Holdings Inc2,652$2.08M0.02%+2,652New
Apollon Wealth Management, LLC2,680$2.10M0.07%+77+3.0%Added
Balentine LLC2,692$2.11M0.07%+731+37.3%Added
IHT Wealth Management, LLC2,730$2.14M0.10%+229+9.2%Added
BancorpSouth Bank2,731$2.14M0.17%−32−1.2%Reduced
Calamos Wealth Management LLC2,739$2.15M0.14%+67+2.5%Added
Cypress Capital Group2,740$2.15M0.28%+73+2.7%Added
Cutter & CO Brokerage, Inc.2,747$2.15M0.60%−223−7.5%Reduced
Marble Harbor Investment Counsel, LLC2,750$2.15M0.27%00.0%Unchanged
HighPoint Advisor Group LLC2,226$2.16M0.16%+2,226New
First Business Financial Services, Inc.2,779$2.18M0.25%−50−1.8%Reduced
Benchmark Investment Advisors LLC2,780$2.18M2.02%−21−0.7%Reduced
Cincinnati Specialty Underwriters Insurance CO2,783$2.18M0.72%00.0%Unchanged
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,789$2.18M0.08%−55−1.9%Reduced
LSV Asset Management2,800$2.19M0.00%−1,400−33.3%Reduced
G&S Capital LLC2,808$2.20M1.04%+35+1.3%Added
Desjardins Global Asset Management Inc.2,819$2.21M0.24%−328−10.4%Reduced
Wetherby Asset Management Inc2,833$2.22M0.12%−4−0.1%Reduced
M&G Investments (USA) Inc.2,846$2.23M2.20%+2,846New
Sawtooth Solutions, LLC2,849$2.23M0.06%+407+16.7%Added
Bleakley Financial Group, LLC2,849$2.23M0.07%+407+16.7%Added
Alternative Investment Advisors, LLC.2,853$2.24M1.45%−119−4.0%Reduced
Regions Financial Corp2,863$2.24M0.02%−157−5.2%Reduced
Oak Harvest Investment Services2,906$2.28M0.45%−35−1.2%Reduced
Public Sector Pension Investment Board2,941$2.30M0.02%−11,337−79.4%Reduced
Capital Advisors Inc2,948$2.31M0.05%−8−0.3%Reduced
TD Waterhouse Canada Inc.3,148$2.32M0.02%−69−2.1%Reduced
Alpine Woods Capital Investors, LLC2,965$2.32M0.35%−204−6.4%Reduced
Resources Management Corp2,966$2.32M0.35%−26−0.9%Reduced
V-Square Quantitative Management LLC2,970$2.33M0.55%+1,791+151.9%Added
Arvest Investments, Inc.2,979$2.33M0.38%+2,979New
Joseph Group Capital Management2,984$2.34M1.36%+95+3.3%Added
Financial Advisory Service, Inc.2,996$2.35M0.22%+22+0.7%Added
Regal Investment Advisors LLC3,008$2.36M0.18%+1,016+51.0%Added
Taika Capital, LP3,032$2.37M1.38%−6,400−67.9%Reduced
SS&H Financial Advisors, Inc.3,041$2.38M1.01%−50−1.6%Reduced
SOA Wealth Advisors, LLC.3,042$2.38M0.53%−131−4.1%Reduced
Symmetry Partners, LLC3,052$2.41M0.13%−575−15.9%Reduced
Kingfisher Capital LLC3,086$2.42M0.63%+3,086New
Ontario Teachers Pension Plan Board3,093$2.42M0.02%−254−7.6%Reduced
Scott & Selber, Inc.3,093$2.42M0.91%−39−1.2%Reduced
Harvest Fund Management Co., Ltd3,162$2.45M0.38%−41−1.3%Reduced
Jackson Square Capital, LLC3,149$2.47M0.79%+69+2.2%Added
Veriti Management LLC3,164$2.48M0.22%+581+22.5%Added