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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 654,256 | $512.5M | 0.15% | −23,780−3.5% | Reduced |
| Dimensional Fund Advisors LP | 665,463 | $521.3M | 0.15% | −21,376−3.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 681,114 | $533.5M | 2.24% | −30,547−4.3% | Reduced |
| UBS Group AG | 688,281 | $539.1M | 0.22% | +115,961+20.3% | Added |
| Van Eck Associates Corp | 776,885 | $608.5M | 1.11% | +85,102+12.3% | Added |
| Charles Schwab Investment Management Inc | 777,722 | $609.2M | 0.15% | +14,902+2.0% | Added |
| Barclays PLC | 790,483 | $619.2M | 0.32% | +87,871+12.5% | Added |
| Bank of America Corp | 812,161 | $636.1M | 0.07% | −5,044−0.6% | Reduced |
| UBS Asset Management Americas Inc | 878,989 | $688.5M | 0.27% | +74,024+9.2% | Added |
| Franklin Resources Inc | 956,548 | $749.2M | 0.35% | −1,250−0.1% | Reduced |
| Legal & General Group Plc | 1,019,625 | $798.6M | 0.25% | +31,820+3.2% | Added |
| Massachusetts Financial Services Co | 1,029,309 | $806.2M | 0.26% | −64,785−5.9% | Reduced |
| Amundi | 1,166,713 | $883.1M | 0.40% | −223,884−16.1% | Reduced |
| Nuveen Asset Management, LLC | 1,424,233 | $1.12B | 0.36% | +59,759+4.4% | Added |
| Northern Trust Corp | 1,457,692 | $1.14B | 0.21% | −65,523−4.3% | Reduced |
| Goldman Sachs Group Inc | 1,464,274 | $1.15B | 0.25% | +239,552+19.6% | Added |
| Bank of New York Mellon Corp | 1,511,991 | $1.18B | 0.24% | −130,376−7.9% | Reduced |
| Sands Capital Management, LLC | 1,680,182 | $1.32B | 4.00% | −253,811−13.1% | Reduced |
| Norges Bank | 1,805,417 | $1.41B | 0.25% | +183,683+11.3% | Added |
| Morgan Stanley | 1,831,864 | $1.43B | 0.13% | −26,054−1.4% | Reduced |
| Invesco Ltd. | 1,845,842 | $1.45B | 0.34% | +232,961+14.4% | Added |
| GQG Partners LLC | 2,204,154 | $1.73B | 3.65% | −18,857−0.8% | Reduced |
| Janus Henderson Group PLC | 2,232,961 | $1.75B | 1.04% | −258,133−10.4% | Reduced |
| Price T Rowe Associates Inc | 2,816,248 | $2.21B | 0.30% | −272,686−8.8% | Reduced |
| Geode Capital Management, LLC | 2,942,491 | $2.30B | 0.24% | +12,466+0.4% | Added |
| Fisher Asset Management, LLC | 2,973,516 | $2.33B | 1.23% | +86,721+3.0% | Added |
| FMR LLC | 3,282,975 | $2.57B | 0.20% | −112,946−3.3% | Reduced |
| JPMorgan Chase & Co | 4,157,328 | $3.26B | 0.33% | +96,390+2.4% | Added |
| Ameriprise Financial Inc | 4,277,692 | $3.35B | 1.00% | −398,830−8.5% | Reduced |
| State Street Corp | 5,815,824 | $4.57B | 0.22% | +276,477+5.0% | Added |
| Vanguard Group Inc | 11,711,747 | $9.17B | 0.20% | +79,581+0.7% | Added |
| BlackRock Inc. | 11,778,089 | $9.23B | 0.24% | +402,388+3.5% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −50,517−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −28,390−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −27,449−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −17,933−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −16,873−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,906−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −14,215−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,191−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −8,015−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,008−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,736−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Oak Grove Capital LLC | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Mayport, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |