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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $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 |
|---|---|---|---|---|---|
| Clear Rock Advisors, LLC | 4,282 | $3.90M | 1.76% | +4,282 | New |
| Crown Advisors Management, Inc. | 5,000 | $3.92M | 2.68% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,009 | $3.92M | 0.13% | +93+1.9% | Added |
| Blair William & Co | 5,032 | $3.94M | 0.01% | +210+4.4% | Added |
| Steel Peak Wealth Management LLC | 5,059 | $3.97M | 0.23% | +43+0.9% | Added |
| Cynosure Management, LLC | 5,073 | $3.97M | 0.71% | +3,250+178.3% | Added |
| Advisory Resource Group | 5,095 | $3.99M | 0.99% | +112+2.2% | Added |
| Penserra Capital Management LLC | 5,111 | $4.00M | 0.08% | −459−8.2% | Reduced |
| American Trust Investment Advisors, LLC | 5,130 | $4.02M | 2.09% | −962−15.8% | Reduced |
| GAM Holding AG | 5,157 | $4.04M | 0.30% | +378+7.9% | Added |
| E. Ohman J:or Asset Management AB | 5,250 | $4.11M | 0.15% | −1,000−16.0% | Reduced |
| Hennessy Advisors Inc | 5,279 | $4.13M | 0.21% | +19+0.4% | Added |
| Cetera Trust Company, N.A | 5,281 | $4.14M | 2.58% | +5,281 | New |
| Ameritas Investment Partners, Inc. | 5,288 | $4.14M | 0.15% | +81+1.6% | Added |
| Quantinno Capital Management LP | 5,340 | $4.18M | 0.15% | −1,547−22.5% | Reduced |
| Metropolitan Life Insurance Co | 5,365 | $4.20M | 0.20% | −151−2.7% | Reduced |
| Fort Sheridan Advisors LLC | 5,380 | $4.21M | 0.84% | +10.0% | Added |
| Pittenger & Anderson Inc | 5,406 | $4.23M | 0.19% | +672+14.2% | Added |
| Toroso Investments, LLC | 5,457 | $4.27M | 0.10% | −1,338−19.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,461 | $4.28M | 0.05% | +846+18.3% | Added |
| Advisors Capital Management, LLC | 5,520 | $4.32M | 0.09% | −96−1.7% | Reduced |
| Vestcor Inc | 5,527 | $4.33M | 0.15% | −31−0.6% | Reduced |
| Glenview Trust Co | 5,552 | $4.35M | 0.11% | +1,401+33.8% | Added |
| Harbour Capital Advisors, LLC | 5,980 | $4.41M | 1.21% | −15−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 5,655 | $4.43M | 0.31% | +76+1.4% | Added |
| Kinneret Advisory, LLC | 5,641 | $4.43M | 0.49% | −36−0.6% | Reduced |
| PEAK6 Investments LLC | 5,656 | $4.43M | 0.19% | +3,572+171.4% | Added |
| Integrated Advisors Network LLC | 5,689 | $4.46M | 0.25% | +4,466+365.2% | Added |
| Charter Trust Co | 5,710 | $4.47M | 0.33% | −83−1.4% | Reduced |
| Norinchukin Bank, The | 5,750 | $4.50M | 0.11% | −803−12.3% | Reduced |
| Roanoke Asset Management Corp | 5,770 | $4.52M | 1.68% | −40−0.7% | Reduced |
| Midwest Professional Planners, LTD. | 5,791 | $4.54M | 1.81% | +282+5.1% | Added |
| Two Sigma Advisers, LP | 5,800 | $4.54M | 0.01% | −4,000−40.8% | Reduced |
| Bristlecone Advisors, LLC | 5,840 | $4.57M | 0.46% | −51−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 5,819 | $4.59M | 0.15% | +5,819 | New |
| New Potomac Partners, LLC | 5,911 | $4.63M | 2.75% | −105−1.7% | Reduced |
| PDT Partners, LLC | 5,922 | $4.64M | 0.51% | −890−13.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,998 | $4.70M | 0.16% | −307−4.9% | Reduced |
| Metis Global Partners, LLC | 6,021 | $4.72M | 0.19% | −612−9.2% | Reduced |
| Siemens Fonds Invest GmbH | 6,088 | $4.77M | 0.39% | +542+9.8% | Added |
| Northwest & Ethical Investments L.P. | 6,088 | $4.77M | 0.15% | −499−7.6% | Reduced |
| Royal Fund Management, LLC | 6,074 | $4.77M | 0.60% | +289+5.0% | Added |
| Morton Community Bank | 6,091 | $4.77M | 1.56% | +6,091 | New |
| Lathrop Investment Management Corp | 6,113 | $4.79M | 0.98% | −2,222−26.7% | Reduced |
| Cary Street Partners Asset Management LLC | 6,118 | $4.79M | 0.82% | −167−2.7% | Reduced |
| CCM Investment Advisers LLC | 6,175 | $4.84M | 0.60% | −478−7.2% | Reduced |
| Whittier Trust Co | 6,275 | $4.91M | 0.08% | +212+3.5% | Added |
| AE Wealth Management LLC | 5,889 | $4.94M | 0.03% | +56+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,315 | $4.95M | 0.47% | +151+2.4% | Added |
| Fred Alger Management, LLC | 6,355 | $4.98M | 0.03% | −219−3.3% | Reduced |
| Private Advisor Group, LLC | 6,412 | $5.02M | 0.04% | +193+3.1% | Added |
| NEOS Investment Management LLC | 6,434 | $5.04M | 0.48% | +107+1.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,482 | $5.08M | 1.49% | +6,482 | New |
| Kempen Capital Management N.V. | 6,515 | $5.10M | 0.07% | −97−1.5% | Reduced |
| Wolverine Trading, LLC | 6,566 | $5.14M | 0.04% | −9−0.1% | Reduced |
| Conning Inc. | 6,578 | $5.15M | 0.18% | −86−1.3% | Reduced |
| Shell Asset Management Co | 6,639 | $5.20M | 0.24% | −2,854−30.1% | Reduced |
| L & S Advisors Inc | 6,640 | $5.20M | 0.63% | +6,640 | New |
| Pine Valley Investments Ltd Liability Co | 6,641 | $5.21M | 0.44% | +1,958+41.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,680 | $5.23M | 0.25% | −68−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,714 | $5.26M | 0.11% | +1,188+21.5% | Added |
| Kerrisdale Advisers, LLC | 6,982 | $5.47M | 1.63% | −164−2.3% | Reduced |
| New Mexico Educational Retirement Board | 6,993 | $5.48M | 0.21% | 00.0% | Unchanged |
| Viking Fund Management LLC | 7,000 | $5.48M | 1.07% | +3,000+75.0% | Added |
| Matthews International Capital Management LLC | 7,005 | $5.49M | 0.77% | −84−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 7,025 | $5.50M | 0.76% | −1,500−17.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,037 | $5.51M | 0.35% | +24+0.3% | Added |
| GWM Advisors LLC | 6,921 | $5.52M | 0.05% | +165+2.4% | Added |
| Abn Amro Investment Solutions | 7,080 | $5.55M | 0.10% | +85+1.2% | Added |
| Farmers Trust Co | 7,126 | $5.58M | 1.16% | −605−7.8% | Reduced |
| Brinker Capital Investments, LLC | 7,393 | $5.60M | 0.07% | +83+1.1% | Added |
| Orion Portfolio Solutions, LLC | 7,393 | $5.60M | 0.07% | +83+1.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,252 | $5.68M | 0.73% | +25+0.3% | Added |
| Optiver Holding B.V. | 7,324 | $5.74M | 0.17% | −23,510−76.2% | Reduced |
| Kingsview Wealth Management, LLC | 7,326 | $5.74M | 0.17% | −3,291−31.0% | Reduced |
| Marshall & Sullivan Inc | 7,381 | $5.78M | 3.05% | −53−0.7% | Reduced |
| NewSquare Capital LLC | 7,396 | $5.79M | 0.55% | +249+3.5% | Added |
| Amica Mutual Insurance Co | 7,413 | $5.81M | 0.63% | −2,007−21.3% | Reduced |
| Empowered Funds, LLC | 7,467 | $5.85M | 0.15% | +522+7.5% | Added |
| Institute for Wealth Management, LLC. | 7,532 | $5.90M | 0.96% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,558 | $5.92M | 0.03% | −65,109−89.6% | Reduced |
| Naples Global Advisors, LLC | 7,668 | $6.02M | 0.66% | −547−6.7% | Reduced |
| Rench Wealth Management, Inc. | 7,742 | $6.06M | 2.55% | −112−1.4% | Reduced |
| Patton Fund Management, Inc. | 7,821 | $6.13M | 1.36% | +4,744+154.2% | Added |
| Commerce Bank | 7,839 | $6.14M | 0.04% | +112+1.4% | Added |
| MAI Capital Management | 7,889 | $6.18M | 0.08% | +3,895+97.5% | Added |
| Ziegler Capital Management, LLC | 7,893 | $6.18M | 0.28% | −531−6.3% | Reduced |
| Cresset Asset Management, LLC | 7,879 | $6.19M | 0.04% | +184+2.4% | Added |
| Bokf, NA | 7,931 | $6.21M | 0.12% | +22+0.3% | Added |
| Beacon Pointe Advisors, LLC | 7,954 | $6.23M | 0.07% | +352+4.6% | Added |
| Tritonpoint Wealth, LLC | 7,958 | $6.25M | 0.61% | +7,958 | New |
| Meiji Yasuda Life Insurance Co | 8,000 | $6.27M | 0.14% | +1,603+25.1% | Added |
| Ardevora Asset Management LLP | 8,041 | $6.30M | 0.56% | −11,355−58.5% | Reduced |
| Atria Investments LLC | 8,107 | $6.35M | 0.10% | −669−7.6% | Reduced |
| Savoie Capital LLC | 8,280 | $6.49M | 1.48% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 8,300 | $6.50M | 0.29% | −1,200−12.6% | Reduced |
| Whitford Management LLC | 8,326 | $6.52M | 2.56% | +8,326 | New |
| Securian Asset Management, Inc | 8,371 | $6.56M | 0.19% | −1,167−12.2% | Reduced |
| FORA Capital, LLC | 8,487 | $6.65M | 0.57% | +8,487 | New |
| Westpac Banking Corp | 8,498 | $6.66M | 0.55% | +276+3.4% | Added |