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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 8,483 | $6.66M | 0.08% | −107−1.2% | Reduced |
| Bailard, Inc. | 8,658 | $6.78M | 0.20% | +221+2.6% | Added |
| Coldstream Capital Management Inc | 8,677 | $6.80M | 0.19% | −69−0.8% | Reduced |
| Financial Partners Group, LLC | 8,790 | $6.88M | 3.11% | 00.0% | Unchanged |
| Prudential PLC | 8,837 | $6.92M | 0.07% | +231+2.7% | Added |
| Insight Wealth Strategies, LLC | 8,856 | $6.94M | 1.12% | −596−6.3% | Reduced |
| Taylor Hoffman Wealth Management | 8,870 | $6.95M | 3.14% | +34+0.4% | Added |
| Hartford Investment Management Co | 8,878 | $6.95M | 0.26% | −267−2.9% | Reduced |
| Seizert Capital Partners, LLC | 8,892 | $6.96M | 0.35% | −40.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,937 | $7.00M | 0.06% | −3,266−26.8% | Reduced |
| Silvant Capital Management LLC | 8,951 | $7.03M | 0.38% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 9,000 | $7.05M | 2.82% | +1,000+12.5% | Added |
| Sitrin Capital Management LLC | 9,049 | $7.09M | 4.13% | −149−1.6% | Reduced |
| Hohimer Wealth Management, LLC | 9,049 | $7.09M | 1.80% | +74+0.8% | Added |
| Hillman Capital Management, Inc. | 9,063 | $7.10M | 2.45% | −22−0.2% | Reduced |
| KWMG, LLC | 9,070 | $7.10M | 0.83% | −508−5.3% | Reduced |
| Twin Tree Management, LP | 9,076 | $7.11M | 0.13% | −463−4.9% | Reduced |
| Northwest Bancshares, Inc. | 9,181 | $7.19M | 1.31% | −184−2.0% | Reduced |
| Horizon Investment Services, LLC | 9,229 | $7.23M | 3.90% | −196−2.1% | Reduced |
| McBroom & Associates, LLC | 9,247 | $7.24M | 5.28% | −16−0.2% | Reduced |
| Carret Asset Management, LLC | 9,260 | $7.25M | 0.92% | −159−1.7% | Reduced |
| Fiduciary Trust Co | 9,327 | $7.31M | 0.12% | −25−0.3% | Reduced |
| River Wealth Advisors LLC | 9,328 | $7.31M | 1.17% | +1,204+14.8% | Added |
| Stratos Wealth Partners, LTD. | 9,351 | $7.32M | 0.14% | +275+3.0% | Added |
| Guinness Atkinson Asset Management Inc | 9,452 | $7.40M | 3.79% | −205−2.1% | Reduced |
| Jackson Wealth Management, LLC | 9,467 | $7.42M | 0.98% | +169+1.8% | Added |
| Point72 Middle East FZE | 9,504 | $7.44M | 0.52% | −6,701−41.4% | Reduced |
| Aviance Capital Partners, LLC | 9,505 | $7.45M | 1.59% | −299−3.0% | Reduced |
| Verition Fund Management LLC | 9,559 | $7.49M | 0.08% | +2,195+29.8% | Added |
| Heron Bay Capital Management | 9,668 | $7.57M | 1.75% | −769−7.4% | Reduced |
| Cullinan Associates Inc | 9,700 | $7.60M | 0.42% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,749 | $7.64M | 0.11% | +271+2.9% | Added |
| Raymond James Trust N.A. | 9,762 | $7.65M | 0.20% | +1,333+15.8% | Added |
| Summit Street Capital Management, LLC | 9,787 | $7.67M | 3.25% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,788 | $7.67M | 0.42% | −26−0.3% | Reduced |
| Kestra Advisory Services, LLC | 9,825 | $7.70M | 0.06% | +205+2.1% | Added |
| Baldwin Investment Management, LLC | 9,864 | $7.73M | 1.21% | +26+0.3% | Added |
| Banque Cantonale Vaudoise | 9,887 | $7.74M | 0.34% | +3,158+46.9% | Added |
| O'Shaughnessy Asset Management, LLC | 9,925 | $7.77M | 0.10% | +1,411+16.6% | Added |
| SeaCrest Wealth Management, LLC | 10,650 | $7.80M | 0.96% | −46−0.4% | Reduced |
| La Banque Postale Asset Management SA | 9,988 | $7.82M | 0.17% | +23+0.2% | Added |
| Violich Capital Management, Inc. | 10,000 | $7.83M | 1.27% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,063 | $7.88M | 0.12% | +10,063 | New |
| Contravisory Investment Management, Inc. | 10,124 | $7.93M | 1.94% | +10,124 | New |
| Level Four Advisory Services, LLC | 10,188 | $7.98M | 0.45% | −204−2.0% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 10,200 | $7.99M | 0.62% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,246 | $8.03M | 0.17% | −87−0.8% | Reduced |
| Bamco Inc | 10,300 | $8.07M | 0.02% | +10,094+4,900.0% | Added |
| Banco Santander, S.A. | 10,304 | $8.07M | 0.10% | +385+3.9% | Added |
| Gotham Asset Management, LLC | 10,313 | $8.08M | 0.15% | −18,655−64.4% | Reduced |
| King Luther Capital Management Corp | 10,378 | $8.13M | 0.04% | −368−3.4% | Reduced |
| First Citizens Bank & Trust Co | 10,447 | $8.18M | 0.15% | −282−2.6% | Reduced |
| Natixis | 10,458 | $8.19M | 0.06% | −10,286−49.6% | Reduced |
| Laffer Tengler Investments | 10,481 | $8.21M | 2.18% | +677+6.9% | Added |
| Gateway Investment Advisers LLC | 10,489 | $8.22M | 0.10% | −85−0.8% | Reduced |
| D.A. Davidson & Co. | 10,508 | $8.23M | 0.08% | +124+1.2% | Added |
| Financial Counselors Inc | 10,539 | $8.25M | 0.15% | −90−0.8% | Reduced |
| Kentucky Retirement Systems | 10,545 | $8.26M | 0.26% | −887−7.8% | Reduced |
| MML Investors Services, LLC | 10,658 | $8.35M | 0.04% | +838+8.5% | Added |
| Fusion Capital, LLC | 10,679 | $8.36M | 4.28% | −111−1.0% | Reduced |
| Central Bank & Trust Co | 10,730 | $8.40M | 1.30% | −1,066−9.0% | Reduced |
| Spinecap SAS | 10,812 | $8.47M | 15.99% | +10,812 | New |
| Systematic Alpha Investments, LLC | 10,889 | $8.53M | 0.38% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,900 | $8.54M | 2.74% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10,915 | $8.55M | 1.36% | −689−5.9% | Reduced |
| Socorro Asset Management LP | 10,948 | $8.58M | 3.79% | +95+0.9% | Added |
| Cetera Advisor Networks LLC | 10,968 | $8.59M | 0.05% | −214−1.9% | Reduced |
| Modera Wealth Management, LLC | 10,998 | $8.61M | 0.14% | −1,806−14.1% | Reduced |
| Gulf International Bank (UK) Ltd | 11,032 | $8.64M | 0.24% | −1,317−10.7% | Reduced |
| Cubist Systematic Strategies, LLC | 11,054 | $8.66M | 0.11% | −38,588−77.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,182 | $8.76M | 0.04% | −1,163−9.4% | Reduced |
| Marlowe Partners LP | 11,231 | $8.80M | 23.89% | −3,041−21.3% | Reduced |
| Nilsine Partners, LLC | 11,319 | $8.87M | 1.36% | +180+1.6% | Added |
| Elo Mutual Pension Insurance Co | 11,544 | $9.04M | 0.24% | +300+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 11,559 | $9.05M | 0.08% | −647−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,711 | $9.17M | 0.12% | +602+5.4% | Added |
| Banque Pictet & Cie SA | 11,857 | $9.29M | 0.11% | −4,256−26.4% | Reduced |
| YHB Investment Advisors, Inc. | 12,055 | $9.44M | 0.91% | −2,565−17.5% | Reduced |
| Advisory Services Network, LLC | 12,230 | $9.58M | 0.23% | −329−2.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 12,262 | $9.60M | 1.14% | −536−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,271 | $9.61M | 0.13% | +103+0.8% | Added |
| Wealthfront Advisers LLC | 12,413 | $9.72M | 0.04% | +3,219+35.0% | Added |
| Covington Investment Advisors Inc. | 12,661 | $9.92M | 1.80% | −117−0.9% | Reduced |
| Cetera Investment Advisers | 12,787 | $10.0M | 0.08% | +367+3.0% | Added |
| Platinum Investment Management Ltd | 12,796 | $10.0M | 0.41% | −314−2.4% | Reduced |
| JustInvest LLC | 12,992 | $10.2M | 0.26% | +258+2.0% | Added |
| Varma Mutual Pension Insurance Co | 13,000 | $10.2M | 0.11% | +4,605+54.9% | Added |
| M&T Bank Corp | 13,147 | $10.3M | 0.04% | −317−2.4% | Reduced |
| Carderock Capital Management Inc | 13,148 | $10.3M | 2.84% | +919+7.5% | Added |
| Means Investment Co., Inc. | 13,207 | $10.3M | 1.49% | +219+1.7% | Added |
| Ieq Capital, LLC | 13,259 | $10.4M | 0.17% | +347+2.7% | Added |
| Railway Pension Investments Ltd | 13,400 | $10.5M | 0.11% | +600+4.7% | Added |
| ClariVest Asset Management LLC | 13,408 | $10.5M | 0.58% | −2,305−14.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 13,410 | $10.5M | 0.58% | +11,630+653.4% | Added |
| Kovitz Investment Group Partners, LLC | 13,637 | $10.7M | 0.18% | −569−4.0% | Reduced |
| Nemes Rush Group LLC | 13,685 | $10.7M | 1.73% | +247+1.8% | Added |
| Baker Ellis Asset Management LLC | 13,764 | $10.8M | 1.73% | −278−2.0% | Reduced |
| Balyasny Asset Management LLC | 13,843 | $10.8M | 0.03% | +12,392+854.0% | Added |
| Chartwell Investment Partners, LLC | 13,923 | $10.9M | 0.38% | +1,535+12.4% | Added |
| HRT Financial LP | 14,006 | $11.0M | 0.08% | −7,292−34.2% | Reduced |