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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 33,195 | $26.0M | 0.05% | −21,821−39.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 33,397 | $26.2M | 0.71% | +2,413+7.8% | Added |
| Thrivent Financial for Lutherans | 33,549 | $26.3M | 0.06% | −1,380−4.0% | Reduced |
| NewEdge Wealth, LLC | 33,759 | $26.4M | 0.68% | +6,747+25.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 34,442 | $27.0M | 1.80% | −1,345−3.8% | Reduced |
| Amalgamated Bank | 34,669 | $27.2M | 0.22% | −2,184−5.9% | Reduced |
| McGuire Investment Group, LLC | 34,671 | $27.2M | 4.53% | +70+0.2% | Added |
| Rockefeller Capital Management L.P. | 34,891 | $27.3M | 0.09% | +9,007+34.8% | Added |
| Vontobel Holding Ltd. | 35,084 | $27.5M | 0.23% | −1,305−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,548 | $28.6M | 0.08% | −430−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 36,924 | $28.9M | 0.05% | +2,048+5.9% | Added |
| CIBC Asset Management Inc | 36,953 | $28.9M | 0.11% | −229−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 37,034 | $29.0M | 2.37% | −53−0.1% | Reduced |
| MetLife Investment Management | 37,129 | $29.1M | 0.21% | −1,154−3.0% | Reduced |
| TCW Group Inc | 37,121 | $29.1M | 0.32% | +3,353+9.9% | Added |
| Capco Asset Management, LLC | 37,351 | $29.3M | 7.02% | −226−0.6% | Reduced |
| Frontier Capital Management Co LLC | 37,625 | $29.5M | 0.30% | −12,379−24.8% | Reduced |
| Comerica Bank | 37,827 | $29.6M | 0.14% | −761−2.0% | Reduced |
| Braun Stacey Associates Inc | 38,104 | $29.8M | 1.33% | −1,672−4.2% | Reduced |
| Ossiam | 38,120 | $29.9M | 0.48% | +35,843+1,574.1% | Added |
| State of Michigan Retirement System | 38,380 | $30.1M | 0.18% | −600−1.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 38,500 | $30.2M | 0.40% | +38,500 | New |
| Holocene Advisors, LP | 39,077 | $30.6M | 0.12% | −283,333−87.9% | Reduced |
| Forsta Ap-Fonden | 39,100 | $30.6M | 0.31% | −3,300−7.8% | Reduced |
| AXA S.A. | 39,296 | $30.8M | 0.10% | −56,597−59.0% | Reduced |
| Arizona State Retirement System | 39,536 | $31.0M | 0.24% | +1,511+4.0% | Added |
| Swiss Life Asset Management Ltd | 39,545 | $31.0M | 0.37% | +3,356+9.3% | Added |
| Wellington Management Group LLP | 39,781 | $31.2M | 0.01% | +19,742+98.5% | Added |
| Harbor Island Capital LLC | 39,902 | $31.3M | 15.50% | −484−1.2% | Reduced |
| DnB Asset Management AS | 41,100 | $32.2M | 0.17% | +4,910+13.6% | Added |
| M&G Investment Management Ltd | 41,175 | $32.2M | 0.19% | +6,678+19.4% | Added |
| Baird Financial Group, Inc. | 41,438 | $32.5M | 0.07% | −2,149−4.9% | Reduced |
| Creative Planning | 43,698 | $34.2M | 0.06% | −29,297−40.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 43,700 | $34.2M | 1.35% | −5,200−10.6% | Reduced |
| Teacher Retirement System of Texas | 44,346 | $34.7M | 0.24% | −20,765−31.9% | Reduced |
| Guinness Asset Management LTD | 44,372 | $34.8M | 0.76% | +333+0.8% | Added |
| Renaissance Group LLC | 44,873 | $35.1M | 1.46% | +500+1.1% | Added |
| Colony Group, LLC | 45,421 | $35.6M | 0.47% | +45,421 | New |
| State Farm Mutual Automobile Insurance Co | 45,536 | $35.7M | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 45,943 | $36.0M | 0.53% | +1,418+3.2% | Added |
| Ninety One UK Ltd | 47,413 | $37.1M | 0.11% | −24,674−34.2% | Reduced |
| Glenmede Trust Co NA | 47,505 | $37.2M | 0.19% | +22,645+91.1% | Added |
| State of Tennessee, Treasury Department | 47,700 | $37.4M | 0.15% | +3,581+8.1% | Added |
| Pinebridge Investments, L.P. | 47,810 | $37.4M | 0.35% | −14,937−23.8% | Reduced |
| Mercer Global Advisors Inc | 47,826 | $37.5M | 0.11% | +1,361+2.9% | Added |
| Intech Investment Management LLC | 47,898 | $37.5M | 0.55% | +1,720+3.7% | Added |
| US Bancorp | 48,379 | $37.9M | 0.06% | +1,608+3.4% | Added |
| American International Group, Inc. | 48,514 | $38.0M | 0.16% | +78+0.2% | Added |
| Nisa Investment Advisors, LLC | 48,658 | $38.1M | 0.27% | −3,973−7.5% | Reduced |
| Ci Investments Inc. | 49,201 | $38.5M | 0.20% | −3,758−7.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,326 | $38.6M | 0.82% | −4,855−9.0% | Reduced |
| Korea Investment CORP | 51,747 | $40.5M | 0.11% | −11,319−17.9% | Reduced |
| ARS Investment Partners, LLC | 52,104 | $40.8M | 4.52% | −1,876−3.5% | Reduced |
| Truist Financial Corp | 52,289 | $41.0M | 0.07% | −21,291−28.9% | Reduced |
| HighTower Advisors, LLC | 52,746 | $41.3M | 0.07% | +4,926+10.3% | Added |
| Castleark Management LLC | 52,792 | $41.3M | 1.83% | −703−1.3% | Reduced |
| Janney Montgomery Scott LLC | 53,070 | $41.6M | 0.13% | +862+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,354 | $41.8M | 0.16% | −25,473−32.3% | Reduced |
| Handelsbanken Fonder AB | 53,949 | $42.3M | 0.21% | +3,377+6.7% | Added |
| Federated Hermes, Inc. | 53,958 | $42.3M | 0.10% | −7,396−12.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 55,023 | $43.1M | 0.11% | −79,337−59.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 57,361 | $44.9M | 1.16% | −905−1.6% | Reduced |
| Artemis Investment Management LLP | 58,533 | $45.8M | 0.67% | −10,269−14.9% | Reduced |
| D. E. Shaw & Co., Inc. | 58,698 | $46.0M | 0.07% | +43,759+292.9% | Added |
| Northwestern Mutual Wealth Management Co | 59,133 | $46.3M | 0.05% | −1,107−1.8% | Reduced |
| FIL Ltd | 59,315 | $46.5M | 0.05% | −4,452−7.0% | Reduced |
| Value Aligned Research Advisors, LLC | 59,571 | $46.7M | 11.79% | −6,853−10.3% | Reduced |
| Nicholas Company, Inc. | 60,460 | $47.4M | 0.84% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 61,301 | $48.0M | 1.13% | +2,105+3.6% | Added |
| Triple Frond Partners LLC | 62,060 | $48.6M | 5.78% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 62,069 | $48.6M | 0.24% | −1,740−2.7% | Reduced |
| CIBC World Markets Corp | 62,265 | $48.8M | 0.27% | +39,663+175.5% | Added |
| Mn Services Vermogensbeheer B.V. | 63,684 | $49.9M | 0.45% | −2,300−3.5% | Reduced |
| STRS Ohio | 64,170 | $50.3M | 0.21% | −2,417−3.6% | Reduced |
| Vaughan David Investments LLC | 65,616 | $51.4M | 1.41% | −717−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 65,384 | $51.6M | 0.21% | +2,774+4.4% | Added |
| Royal London Asset Management Ltd | 66,131 | $51.8M | 0.15% | +380+0.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 67,630 | $53.0M | 0.19% | +56,986+535.4% | Added |
| Ensign Peak Advisors, Inc | 69,934 | $54.8M | 0.11% | −2,000−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 70,063 | $54.9M | 0.22% | +163+0.2% | Added |
| Fort Pitt Capital Group, LLC | 70,381 | $55.1M | 1.81% | −7,173−9.2% | Reduced |
| ING Groep NV | 70,829 | $55.5M | 0.45% | +12,482+21.4% | Added |
| Robeco Institutional Asset Management B.V. | 70,921 | $55.5M | 0.13% | −2,534−3.4% | Reduced |
| Jupiter Asset Management Ltd | 71,652 | $56.1M | 0.56% | +3,719+5.5% | Added |
| British Columbia Investment Management Corp | 71,954 | $56.4M | 0.46% | +7,351+11.4% | Added |
| Natixis Advisors, L.P. | 72,165 | $56.5M | 0.15% | +1,768+2.5% | Added |
| Aviva PLC | 72,322 | $56.6M | 0.20% | +47+0.1% | Added |
| Crosslink Capital Inc | 72,499 | $56.8M | 8.43% | −1,880−2.5% | Reduced |
| LPL Financial LLC | 73,444 | $57.5M | 0.03% | +10,527+16.7% | Added |
| Man Group plc | 73,877 | $57.9M | 0.17% | – | – |
| American Century Companies Inc | 74,433 | $58.3M | 0.04% | +3,075+4.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 74,636 | $58.5M | 0.21% | −1,309−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 75,565 | $59.2M | 0.20% | −673−0.9% | Reduced |
| Putnam Investments LLC | 75,996 | $59.5M | 0.08% | −1,616−2.1% | Reduced |
| Stifel Financial Corp | 76,771 | $60.2M | 0.08% | +6,571+9.4% | Added |
| Panagora Asset Management Inc | 77,358 | $60.6M | 0.34% | +70,810+1,081.4% | Added |
| Pinnacle Associates Ltd | 77,943 | $61.0M | 1.03% | −8,016−9.3% | Reduced |
| Candriam Luxembourg S.C.A. | 82,911 | $64.9M | 0.45% | +4,921+6.3% | Added |
| Bank of Nova Scotia | 83,110 | $65.1M | 0.12% | +57,375+222.9% | Added |
| Toronto Dominion Bank | 83,595 | $65.5M | 0.09% | +10,424+14.2% | Added |