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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
DAGCO, Inc.294$230.3K0.21%+294New
Dynamic Wealth Strategies, LLC294$230.3K0.21%+294New
Apella Capital, LLC315$230.4K0.01%+315New
Stock Yards Bank & Trust Co295$231.1K0.01%−299−50.3%Reduced
Relative Value Partners Group, LLC296$231.8K0.01%+296New
Obsidian Personal Planning Solutions LLC297$232.6K0.18%+297New
Wolff Wiese Magana LLC299$234.5K0.22%−613−67.2%Reduced
Lazari Capital Management, Inc.300$235.0K0.13%+300New
Summit Financial, LLC300$235.6K0.02%+300New
Canandaigua National Bank & Trust Co301$235.8K0.04%+301New
Northside Capital Management, LLC301$235.8K0.07%+301New
Range Financial Group LLC301$235.8K0.14%+301New
Wealthsource Partners, LLC303$237.2K0.02%+303New
Thrive Wealth Management, LLC304$238.0K0.05%+304New
Aigen Investment Management, LP304$238.1K0.04%−439−59.1%Reduced
Sweet Financial Partners, LLC306$239.8K0.06%+306New
Convergence Investment Partners, LLC306$240.0K0.13%+306New
Prosperity Financial Group, Inc.307$240.5K0.17%+307New
Simon Quick Advisors, LLC307$240.5K0.02%+307New
EverSource Wealth Advisors, LLC307$240.5K0.02%−24−7.3%Reduced
Portfolio Design Labs, LLC308$241.2K0.09%+308New
Element Wealth, LLC309$241.8K0.15%+309New
Westmount Partners, LLC309$242.3K0.10%+309New
Rothschild Investment LLC310$242.8K0.02%+310New
J.W. Cole Advisors, Inc.311$243.9K0.01%+311New
Boothbay Fund Management, LLC314$245.9K0.01%−55−14.9%Reduced
Beacon Financial Group314$245.9K0.03%+314New
Moran Wealth Management, LLC314$245.9K0.01%+314New
Traynor Capital Management, Inc.314$245.9K0.03%+314New
Dock Street Asset Management Inc315$246.7K0.04%+315New
Detalus Advisors, LLC316$247.7K0.10%+316New
First American Trust, FSB316$248.3K0.03%+316New
Imprint Wealth LLC297$249.0K0.20%+297New
OneAscent Financial Services LLC318$249.0K0.03%+318New
KLR Investment Advisors, LLC321$252.1K0.18%+321New
Powell Investment Advisors, LLC322$252.9K0.14%00.0%Unchanged
Forum Financial Management, LP324$253.8K0.00%−100−23.6%Reduced
Lester Murray Antman dba SimplyRich324$254.0K0.09%00.0%Unchanged
Ipswich Investment Management Co., Inc.325$254.6K0.06%00.0%Unchanged
Gsa Capital Partners LLP326$255.0K0.02%−198−37.8%Reduced
FFT Wealth Management LLC327$256.1K0.02%00.0%Unchanged
C M Bidwell & Associates Ltd327$256.1K0.19%+3+0.9%Added
PFG Investments, LLC328$256.9K0.05%−787−70.6%Reduced
Sittner & Nelson, LLC328$256.9K0.14%00.0%Unchanged
Balboa Wealth Partners329$257.7K0.09%−104−24.0%Reduced
Capital International Sarl330$258.5K0.01%00.0%Unchanged
Poehling Capital Management, LLC330$258.5K0.08%00.0%Unchanged
Walden Wealth Partners LLC330$258.5K0.16%+330New
KG&L Capital Management,LLC331$259.3K0.11%−173−34.3%Reduced
CoreCap Advisors, LLC333$260.9K0.02%−1−0.3%Reduced
Franklin Street Advisors Inc335$262.0K0.02%00.0%Unchanged
Cooper Financial Group335$262.2K0.05%+335New
Wealthquest Corp335$262.4K0.03%+335New
Eastern Bank337$264.0K0.01%00.0%Unchanged
Catalyst Financial Partners LLC337$264.0K0.07%+337New
Sax Wealth Advisors, LLC339$265.4K0.04%00.0%Unchanged
Meeder Asset Management Inc339$265.5K0.02%−6,117−94.7%Reduced
Essex Savings Bank340$266.3K0.08%+340New
Northstar Group, Inc.340$266.3K0.06%00.0%Unchanged
Blume Capital Management, Inc.340$266.3K0.07%00.0%Unchanged
Fort, L.P.346$271.0K0.67%+346New
Coastal Bridge Advisors, LLC347$271.8K0.07%+5+1.5%Added
Onefund, LLC347$271.8K0.35%+347New
Vivaldi Capital Management, LLC306$273.1K0.08%+306New
AlphaMark Advisors, LLC350$274.0K0.10%00.0%Unchanged
Bond & Devick Financial Network, Inc.350$274.1K0.16%+350New
Seven Mile Advisory351$274.9K0.24%+351New
Fortress Wealth Group, LLC364$275.2K0.16%+364New
Ancora Advisors, LLC354$277.2K0.01%00.0%Unchanged
Consilium Wealth Advisory, LLC354$277.3K0.17%00.0%Unchanged
First Horizon Advisors, Inc.354$277.7K0.01%+36+11.3%Added
Walker Asset Management, LLC355$277.9K0.20%+1+0.3%Added
Bill Few Associates, Inc.357$279.6K0.13%+357New
Zullo Investment Group, Inc.357$279.8K0.14%+7+2.0%Added
Silver Coast Investments LLC360$282.0K0.13%+360New
Stillwater Capital Advisors, LLC361$282.5K0.05%00.0%Unchanged
Five Oceans Advisors363$284.3K0.16%−1−0.3%Reduced
First Interstate Bank363$284.3K0.02%+25+7.4%Added
Zhang Financial LLC365$285.9K0.02%+365New
Martingale Asset Management L P366$286.7K0.01%−2,477−87.1%Reduced
Massmutual Trust Co FSB369$289.0K0.01%−6−1.6%Reduced
Moreno Evelyn V369$289.0K0.14%00.0%Unchanged
HBK Sorce Advisory LLC371$290.6K0.01%+5+1.4%Added
Congress Asset Management Co373$292.2K0.00%−14−3.6%Reduced
Carlson Capital Management374$293.2K0.02%+6+1.6%Added
Chiron Investment Management, LLC375$293.7K0.11%+375New
Williams & Novak, LLC375$293.7K0.33%+375New
Indie Asset Partners, LLC376$294.3K0.27%00.0%Unchanged
Optas, LLC378$296.1K0.09%+378New
TRUE Private Wealth Advisors378$296.1K0.04%+15+4.1%Added
Equitable Holdings, Inc.380$297.4K0.00%+18+5.0%Added
DGS Capital Management, LLC382$299.2K0.12%−1−0.3%Reduced
Verity & Verity, LLC385$301.6K0.03%00.0%Unchanged
Tactive Advisors, LLC386$302.3K0.19%00.0%Unchanged
Stonehearth Capital Management, LLC388$303.9K0.15%+48+14.1%Added
Saxon Interests, Inc.388$303.9K0.15%+388New
Kapitalo Investimentos Ltda389$304.7K0.06%−637−62.1%Reduced
Foundry Partners, LLC390$305.5K0.02%00.0%Unchanged
Y.D. More Investments Ltd390$305.5K0.06%00.0%Unchanged
Hoxton Planning & Management, LLC393$308.0K0.16%−6−1.5%Reduced