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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 84,050 | $65.8M | 0.38% | +23,947+39.8% | Added |
| Susquehanna International Group, LLP | 84,809 | $66.4M | 0.11% | +2,815+3.4% | Added |
| Storebrand Asset Management AS | 85,357 | $66.9M | 0.24% | +5,305+6.6% | Added |
| Eventide Asset Management, LLC | 85,549 | $67.0M | 1.09% | −30,372−26.2% | Reduced |
| Associated Banc-Corp | 86,156 | $67.5M | 2.34% | −2,279−2.6% | Reduced |
| NZS Capital, LLC | 86,979 | $68.1M | 3.59% | −7,406−7.8% | Reduced |
| Jennison Associates LLC | 91,229 | $71.5M | 0.05% | −58,634−39.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 421,003 | $72.1M | 0.99% | +421,003 | New |
| Jane Street Group, LLC | 92,040 | $72.1M | 0.09% | +27,018+41.6% | Added |
| Los Angeles Capital Management LLC | 92,936 | $72.8M | 0.27% | +4,193+4.7% | Added |
| Mariner, LLC | 93,058 | $72.9M | 0.17% | +5,348+6.1% | Added |
| Nomura Asset Management Co Ltd | 94,260 | $73.8M | 0.31% | +2,411+2.6% | Added |
| Walleye Capital LLC | 94,579 | $74.1M | 1.04% | +75,389+392.9% | Added |
| Blue Whale Capital LLP | 95,550 | $74.8M | 9.60% | −16,750−14.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,238 | $76.2M | 0.10% | +7,415+8.3% | Added |
| APG Asset Management N.V. | 112,996 | $80.1M | 0.16% | −4,691−4.0% | Reduced |
| Assenagon Asset Management S.A. | 103,003 | $80.7M | 0.25% | +17,376+20.3% | Added |
| Wedge Capital Management L L P | 105,567 | $82.7M | 1.48% | +2,183+2.1% | Added |
| Guggenheim Capital LLC | 106,377 | $83.3M | 0.63% | −9,643−8.3% | Reduced |
| Heard Capital LLC | 106,703 | $83.6M | 5.60% | −26,032−19.6% | Reduced |
| RE Advisers Corp | 111,000 | $86.9M | 2.22% | +6,700+6.4% | Added |
| Manufacturers Life Insurance Company, The | 115,559 | $90.5M | 0.05% | +2,011+1.8% | Added |
| Erste Asset Management GmbH | 116,779 | $92.2M | 1.35% | +7,674+7.0% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 118,000 | $92.4M | 1.63% | −2,000−1.7% | Reduced |
| Raymond James & Associates | 118,321 | $92.7M | 0.07% | +11,202+10.5% | Added |
| State of Wisconsin Investment Board | 121,886 | $95.5M | 0.27% | −7,515−5.8% | Reduced |
| HM Payson & Co | 122,631 | $96.1M | 1.99% | −2,765−2.2% | Reduced |
| Parnassus Investments | 123,513 | $96.7M | 0.21% | −4,392−3.4% | Reduced |
| New York State Teachers Retirement System | 128,954 | $101.0M | 0.23% | −8,095−5.9% | Reduced |
| DekaBank Deutsche Girozentrale | 129,600 | $101.5M | 0.21% | +19,472+17.7% | Added |
| Captrust Financial Advisors | 129,605 | $101.5M | 0.35% | +2,100+1.6% | Added |
| Standard Life Aberdeen plc | 132,269 | $103.6M | 0.22% | +35,510+36.7% | Added |
| 1832 Asset Management L.P. | 132,411 | $103.7M | 0.20% | +121,811+1,149.2% | Added |
| Schroder Investment Management Group | 135,282 | $106.0M | 0.14% | −4,470−3.2% | Reduced |
| Epoch Investment Partners, Inc. | 144,279 | $113.0M | 0.51% | +59,558+70.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 144,913 | $113.5M | 0.27% | −2,169−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 147,114 | $115.2M | 0.24% | +3,935+2.7% | Added |
| ProShare Advisors LLC | 147,673 | $115.7M | 0.35% | −21,197−12.6% | Reduced |
| Russell Investments Group, Ltd. | 151,267 | $118.5M | 0.21% | −1,871−1.2% | Reduced |
| Great West Life Assurance Co | 155,731 | $121.4M | 0.27% | −2,675−1.7% | Reduced |
| Bessemer Group Inc | 159,030 | $124.6M | 0.24% | −12,525−7.3% | Reduced |
| KBC Group NV | 159,150 | $124.7M | 0.44% | +51,599+48.0% | Added |
| SEI Investments Co | 159,822 | $125.2M | 0.20% | −33,747−17.4% | Reduced |
| Renaissance Technologies LLC | 168,956 | $132.3M | 0.20% | +46,200+37.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 181,650 | $133.9M | 0.24% | +4,103+2.3% | Added |
| AQR Capital Management LLC | 171,183 | $134.1M | 0.25% | +14,626+9.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 175,309 | $137.3M | 0.61% | +38,735+28.4% | Added |
| National Bank of Canada | 195,670 | $146.6M | 0.27% | +80,793+70.3% | Added |
| Voya Investment Management LLC | 190,838 | $149.5M | 0.15% | −8,169−4.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 193,156 | $151.3M | 0.31% | +19,373+11.1% | Added |
| Victory Capital Management Inc | 198,548 | $155.5M | 0.16% | +6,356+3.3% | Added |
| Swedbank AB | 198,722 | $155.7M | 0.25% | −1,289−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 200,681 | $157.2M | 0.32% | −10,331−4.9% | Reduced |
| New York State Common Retirement Fund | 206,470 | $161.7M | 0.22% | −18,544−8.2% | Reduced |
| Clearbridge Investments, LLC | 210,934 | $165.2M | 0.14% | +4,052+2.0% | Added |
| California State Teachers Retirement System | 214,795 | $168.2M | 0.23% | +1,367+0.6% | Added |
| Neuberger Berman Group LLC | 222,655 | $174.4M | 0.15% | −107,628−32.6% | Reduced |
| Principal Financial Group Inc | 229,477 | $179.7M | 0.11% | −631−0.3% | Reduced |
| Scge Management, L.P. | 235,000 | $184.1M | 4.11% | 00.0% | Unchanged |
| Credit Suisse AG | 237,993 | $186.4M | 0.18% | +16,000+7.2% | Added |
| Agf Management Ltd | 241,474 | $189.1M | 1.11% | −4,308−1.8% | Reduced |
| William Blair Investment Management, LLC | 244,396 | $191.4M | 0.56% | +16,306+7.1% | Added |
| Cincinnati Insurance Co | 249,211 | $195.2M | 3.51% | 00.0% | Unchanged |
| Prudential Financial Inc | 253,067 | $196.6M | 0.30% | −71,281−22.0% | Reduced |
| CI Private Wealth, LLC | 252,504 | $197.8M | 0.36% | +5,124+2.1% | Added |
| California Public Employees Retirement System | 254,075 | $199.0M | 0.15% | −11,937−4.5% | Reduced |
| Lord, Abbett & Co. LLC | 257,652 | $201.8M | 0.71% | −103,488−28.7% | Reduced |
| National Pension Service | 258,699 | $202.6M | 0.28% | +6,151+2.4% | Added |
| Citigroup Inc | 263,839 | $206.7M | 0.27% | −21,688−7.6% | Reduced |
| Rhumbline Advisers | 266,866 | $209.0M | 0.22% | −7,110−2.6% | Reduced |
| Aspex Management (HK) Ltd | 267,986 | $209.9M | 6.16% | −14,885−5.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 268,760 | $210.5M | 0.59% | +89,557+50.0% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $210.8M | 27.95% | 00.0% | Unchanged |
| Citadel Advisors LLC | 278,453 | $218.1M | 0.22% | +196,394+239.3% | Added |
| Alkeon Capital Management LLC | 293,046 | $229.5M | 1.51% | −324−0.1% | Reduced |
| Envestnet Asset Management Inc | 293,189 | $229.6M | 0.09% | −10,676−3.5% | Reduced |
| Bank of Montreal | 295,443 | $234.4M | 0.13% | +111,636+60.7% | Added |
| Mackenzie Financial Corp | 302,521 | $237.0M | 0.36% | +680.0% | Added |
| TD Asset Management Inc | 307,089 | $240.5M | 0.24% | +91,653+42.5% | Added |
| Canada Pension Plan Investment Board | 309,915 | $242.7M | 0.31% | +8,844+2.9% | Added |
| HSBC Holdings PLC | 313,677 | $245.8M | 0.23% | +1,036+0.3% | Added |
| The PNC Financial Services Group, Inc. | 317,600 | $248.8M | 0.20% | +1,359+0.4% | Added |
| Boston Partners | 324,525 | $254.6M | 0.34% | −23,216−6.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 339,484 | $265.9M | 0.20% | −6,141−1.8% | Reduced |
| Alliancebernstein L.P. | 342,329 | $268.1M | 0.10% | −27,215−7.4% | Reduced |
| Macquarie Group Ltd | 342,730 | $268.4M | 0.31% | +194,531+131.3% | Added |
| Rafferty Asset Management, LLC | 343,192 | $268.8M | 1.13% | +13,903+4.2% | Added |
| BNP Paribas Arbitrage, SA | 359,872 | $281.9M | 0.51% | +138,406+62.5% | Added |
| Royal Bank of Canada | 362,469 | $283.9M | 0.07% | +9,951+2.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 402,983 | $315.6M | 2.25% | +32,945+8.9% | Added |
| Swiss National Bank | 413,500 | $323.9M | 0.24% | −18,700−4.3% | Reduced |
| Allianz Asset Management GmbH | 425,202 | $333.0M | 0.62% | +67,414+18.8% | Added |
| Pictet Asset Management Holding SA | 450,149 | $352.6M | 0.39% | +58,220+14.9% | Added |
| Nordea Investment Management AB | 453,787 | $355.0M | 0.45% | +48,482+12.0% | Added |
| First Trust Advisors LP | 524,720 | $411.0M | 0.45% | −68,101−11.5% | Reduced |
| Artisan Partners Limited Partnership | 564,992 | $442.5M | 0.69% | +3,643+0.6% | Added |
| Deutsche Bank AG | 572,726 | $448.6M | 0.23% | +156,425+37.6% | Added |
| WCM Investment Management, LLC | 600,594 | $474.3M | 1.31% | +3,717+0.6% | Added |
| Winslow Capital Management, LLC | 607,563 | $475.9M | 1.97% | −227,699−27.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 631,258 | $494.4M | 2.18% | −109,111−14.7% | Reduced |