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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; 3,142 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.

Institutional holdersQ4 2023: 1,632 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,142 institutions
Value heldQ4 2023: $87.0B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,142$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2023.

Institutions holding LRCX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Arlington Partners LLC146$114.4K0.03%−23−13.6%Reduced
Beaird Harris Wealth Management, LLC146$114.4K0.01%+4+2.8%Added
Tobam148$116.0K0.01%+44+42.3%Added
Cambridge Trust Co149$116.7K0.00%00.0%Unchanged
Jupiter Wealth Management LLC150$117.5K0.07%00.0%Unchanged
General Partner, Inc.150$117.5K0.10%00.0%Unchanged
M&R Capital Management Inc150$117.5K0.03%+150New
Glassman Wealth Services152$119.1K0.02%+9+6.3%Added
Carolinas Wealth Consulting LLC153$120.1K0.03%−22−12.6%Reduced
Bogart Wealth, LLC154$120.6K0.01%−13−7.8%Reduced
ICA Group Wealth Management, LLC154$120.7K0.03%+154New
NBT Bank N A156$122.2K0.01%+156New
Rockbridge Investment Management, LCC159$124.5K0.02%+159New
Coston, McIsaac & Partners167$131.0K0.05%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA170$133.2K0.06%+170New
Kozak & Associates, Inc.179$136.3K0.04%+52+40.9%Added
First Pacific Financial179$140.2K0.04%00.0%Unchanged
Delta Asset Management LLC179$140.2K0.01%+2+1.1%Added
FinTrust Capital Advisors, LLC179$140.2K0.03%+57+46.7%Added
Planned Solutions, Inc.179$140.2K0.07%+179New
Arlington Trust Co LLC182$142.6K0.04%+13+7.7%Added
Promethos Capital, LLC183$143.3K0.10%+183New
Washington Trust Advisors, Inc.185$144.6K0.01%+38+25.9%Added
Mendota Financial Group, LLC195$152.7K0.12%−22−10.1%Reduced
Addison Advisors LLC197$154.3K0.06%00.0%Unchanged
Voisard Asset Management Group, Inc.197$154.3K0.09%+197New
Harel Insurance Investments & Financial Services Ltd.201$159.0K0.00%−319−61.3%Reduced
Gables Capital Management Inc.204$159.8K0.10%00.0%Unchanged
Blue Bell Private Wealth Management, LLC216$169.2K0.04%00.0%Unchanged
Carmichael Hill & Associates, Inc.219$171.5K0.08%00.0%Unchanged
American National Bank222$173.9K0.03%+47+26.9%Added
Caldwell Sutter Capital, Inc.226$177.0K0.09%−9−3.8%Reduced
Capital Advisors, Ltd. LLC233$183.0K0.03%00.0%Unchanged
Evermay Wealth Management LLC235$184.3K0.03%+1+0.4%Added
Logan Capital Management Inc238$186.4K0.01%−3−1.2%Reduced
Winch Advisory Services, LLC245$192.0K0.06%−3−1.2%Reduced
Field & Main Bank250$195.8K0.08%00.0%Unchanged
Anchor Investment Management, LLC257$201.3K0.02%−20−7.2%Reduced
Ewa, LLC240$201.7K0.10%+240New
Monterey Private Wealth, Inc.258$202.2K0.09%+258New
SNS Financial Group, LLC258$202.8K0.02%+258New
New Hampshire Trust259$202.9K0.05%+259New
Goelzer Investment Management, Inc.259$202.9K0.01%+259New
China Universal Asset Management Co., Ltd.260$204.0K0.04%−234−47.4%Reduced
Truvestments Capital LLC261$204.8K0.09%00.0%Unchanged
Callahan Advisors, LLC262$204.9K0.02%+262New
West Oak Capital, LLC270$205.0K0.10%00.0%Unchanged
Plancorp, LLC263$206.0K0.01%+263New
Private Capital Management LLC263$206.0K0.05%+263New
Belmont Capital, LLC264$206.8K0.09%−154−36.8%Reduced
Farmers & Merchants Trust Co of Long Beach266$208.3K0.06%+266New
Interchange Capital Partners, LLC268$208.8K0.16%+268New
Carnegie Capital Asset Management, LLC267$209.0K0.01%+267New
Destination Wealth Management267$209.1K0.01%+267New
Country Club Bank265$209.3K0.02%+265New
Wagner Wealth Management, LLC268$210.0K0.07%+268New
Truepoint, Inc.269$210.7K0.01%+269New
New Jersey Better Educational Savings Trust270$211.5K0.45%+270New
Collective Family Office LLC270$211.5K0.07%+270New
Peninsula Wealth, LLC272$212.7K0.04%+272New
AIA Group Ltd272$213.0K0.01%+272New
1858 Wealth Management, LLC272$213.0K0.20%+272New
Monument Capital Management272$213.2K0.07%+272New
Meritage Portfolio Management275$215.0K0.01%+275New
Cypress Asset Management Inc275$215.4K0.06%+275New
Teamwork Financial Advisors, LLC275$215.4K0.04%+275New
La Financiere de L'Echiquier275$215.4K0.01%+275New
LexAurum Advisors, LLC275$215.4K0.06%+275New
Arden Trust Co275$215.4K0.03%+275New
9258 Wealth Management, LLC276$216.2K0.04%−60−17.9%Reduced
Breakwater Capital Group261$217.6K0.06%+261New
Wealth Management Associates, Inc.278$217.7K0.11%+278New
Morningstar Investment Management LLC278$218.0K0.03%+278New
LifePlan Financial, LLC279$218.5K0.22%+279New
Regent Peak Wealth Advisors LLC279$218.5K0.06%+279New
Chesley Taft & Associates LLC280$219.3K0.01%+280New
Sivia Capital Partners, LLC281$220.1K0.17%+281New
Zacks Investment Management283$221.7K0.00%+283New
IFG Advisory, LLC283$221.9K0.02%+283New
Avaii Wealth Management, LLC284$222.3K0.14%+284New
Tilson Financial Group, Inc.285$223.0K0.14%+285New
Fundamentun, LLC285$223.2K0.03%+285New
Brickley Wealth Management285$223.2K0.05%+285New
Csenge Advisory Group285$223.2K0.01%+285New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors285$223.2K0.04%+285New
Bordeaux Wealth Advisors LLC286$224.0K0.08%+286New
DFPG Investments, LLC305$224.5K0.02%+305New
Independent Solutions Wealth Management, LLC287$224.8K0.06%+287New
Quantum Financial Advisors, LLC287$224.8K0.05%+287New
Silvercrest Asset Management Group LLC288$225.6K0.00%+288New
Benjamin Edwards Inc289$226.0K0.05%−4−1.4%Reduced
Umb Bank N A289$226.4K0.00%−20−6.5%Reduced
Harbour Investments, Inc.289$226.4K0.01%+84+41.0%Added
Money Concepts Capital Corp289$226.4K0.02%+289New
Castle Rock Wealth Management, LLC310$226.6K0.07%+310New
Grandfield & Dodd, LLC290$227.1K0.02%+290New
Rathbone Brothers plc292$228.7K0.00%+292New
Hutchens & Kramer Investment Management Group, LLC292$228.7K0.16%−119−29.0%Reduced
Pure Financial Advisors, Inc.292$228.9K0.01%+292New
Ariston Services Group293$229.5K0.22%+293New