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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
Haverford Trust Co516$404.2K0.00%+47+10.0%Added
Global Retirement Partners, LLC536$407.9K0.02%+5+0.9%Added
Delta Financial Group, Inc.521$408.0K0.13%00.0%Unchanged
Roberts Glore & Co Inc522$408.9K0.13%−290−35.7%Reduced
Shepherd Financial Partners LLC522$408.9K0.06%+11+2.2%Added
Zions Bancorporation, N.A.526$412.0K0.03%−119−18.4%Reduced
Braun-Bostich & Associates Inc.527$412.8K0.37%+527New
One Charles Private Wealth Services, LLC529$414.3K0.22%00.0%Unchanged
Portman Square Capital LLP529$414.3K0.07%00.0%Unchanged
Coastal Investment Advisors, Inc.529$414.6K0.09%−100−15.9%Reduced
West Family Investments, Inc.534$418.3K0.14%00.0%Unchanged
Morningstar Investment Services LLC531$419.0K0.00%+531New
Avestar Capital, LLC535$420.1K0.05%+209+64.1%Added
Tilt Investment Management Holdings, PBC535$420.3K0.45%−181−25.3%Reduced
Smartleaf Asset Management LLC539$423.2K0.11%+539New
AdvisorNet Financial, Inc541$423.7K0.04%+21+4.0%Added
Great Diamond Partners, LLC541$423.9K0.10%−2−0.4%Reduced
Waldron Private Wealth LLC541$424.8K0.02%+28+5.5%Added
Essex Financial Services, Inc.543$425.5K0.04%−61−10.1%Reduced
Allred Capital Management, LLC546$427.7K0.19%−46−7.8%Reduced
Holderness Investments Co546$427.7K0.12%00.0%Unchanged
Equitable Trust Co548$429.2K0.03%+48+9.6%Added
Conservest Capital Advisors, Inc.548$429.2K0.05%−26−4.5%Reduced
Retirement Income Solutions, Inc552$432.4K0.11%00.0%Unchanged
Warren Averett Asset Management, LLC554$433.9K0.02%+35+6.7%Added
Aaron Wealth Advisors557$436.2K0.07%+66+13.4%Added
Keel Point, LLC558$437.4K0.05%+72+14.8%Added
Shufro Rose & Co LLC700$438.7K0.04%00.0%Unchanged
Client 1st Advisory Group, LLC562$440.2K0.21%00.0%Unchanged
Centaurus Financial, Inc.563$441.0K0.03%+171+43.6%Added
CVA Family Office, LLC564$441.8K0.09%00.0%Unchanged
VeraBank, N.A.567$444.1K0.15%+39+7.4%Added
RMB Capital Management, LLC568$444.5K0.01%+64+12.7%Added
Capula Management Ltd568$444.9K0.03%−3,253−85.1%Reduced
Chilton Capital Management LLC572$448.0K0.02%+505+753.7%Added
ORBA Wealth Advisors, L.L.C.572$448.0K0.27%+572New
Trust Point Inc.574$449.6K0.04%+574New
Monticello Wealth Management, LLC575$450.4K0.04%−77−11.8%Reduced
BOS Asset Management, LLC575$450.4K0.31%00.0%Unchanged
ISAM Funds (UK) Ltd576$451.2K0.32%+576New
Quent Capital, LLC576$451.2K0.06%−4−0.7%Reduced
Everpar Advisors LLC578$452.7K0.21%+578New
Grove Bank & Trust581$455.1K0.08%−10−1.7%Reduced
Caitlin John, LLC581$456.6K0.37%+581New
Planning Alternatives Ltd585$458.2K0.08%+585New
Legacy Capital Wealth Partners, LLC585$458.5K0.13%−20−3.3%Reduced
Parkside Financial Bank & Trust587$459.6K0.08%+68+13.1%Added
Financial Advisory Corp587$460.0K0.21%−405−40.8%Reduced
Baker Tilly Wealth Management, LLC590$462.1K0.08%+28+5.0%Added
OneAscent Wealth Management LLC589$463.0K0.18%−63−9.7%Reduced
Exencial Wealth Advisors, LLC591$463.0K0.02%−883−59.9%Reduced
Point72 Europe (London) LLP597$467.6K0.06%+597New
Concord Asset Management, LLC599$469.2K0.14%+222+58.9%Added
Main Street Financial Solutions, LLC599$469.3K0.06%−162−21.3%Reduced
Saranac Partners Ltd600$470.0K0.31%00.0%Unchanged
Kolinsky Wealth Management, LLC602$471.5K0.41%−70−10.4%Reduced
Gryphon Financial Partners LLC617$476.1K0.08%+617New
Cornercap Investment Counsel Inc610$477.8K0.08%−23−3.6%Reduced
Brevan Howard Capital Management LP611$478.6K0.05%+611New
Capital Performance Advisors LLP613$480.3K0.21%+13+2.2%Added
Aft, Forsyth & Company, Inc.620$485.8K0.31%00.0%Unchanged
Guardian Wealth Advisors, LLC623$488.0K0.07%−49−7.3%Reduced
AdvisorShares Investments LLC629$492.7K0.12%−7−1.1%Reduced
Parisi Gray Wealth Management630$493.7K0.20%+30+5.0%Added
Brookstone Capital Management631$494.1K0.01%+39+6.6%Added
LJI Wealth Management, LLC632$495.0K0.13%−3−0.5%Reduced
Caldwell Trust Co632$495.0K0.06%+8+1.3%Added
Gold Investment Management Ltd.632$495.0K0.21%+632New
Norden Group LLC633$496.0K0.09%+34+5.7%Added
Fukoku Mutual Life Insurance Co634$496.6K0.04%00.0%Unchanged
Telos Capital Management, Inc.634$496.6K0.06%+150+31.0%Added
Flagship Harbor Advisors, LLC637$498.7K0.04%−8−1.2%Reduced
PDS Planning, Inc637$498.9K0.06%+21+3.4%Added
Sigma Planning Corp638$499.5K0.04%−1,276−66.7%Reduced
Dohj, LLC639$500.4K0.15%+639New
Fiduciary Family Office, LLC640$501.3K0.22%+640New
Hancock Whitney Corp645$505.2K0.02%−61−8.6%Reduced
Quantbot Technologies LP647$506.8K0.03%−8,262−92.7%Reduced
Ronald Blue Trust, Inc.808$507.0K0.01%+102+14.4%Added
Financial Advisors, LLC650$509.1K0.11%00.0%Unchanged
Visionary Horizons, LLC650$509.2K0.41%+650New
CFM Wealth Partners LLC656$513.8K0.12%00.0%Unchanged
Watershed Private Wealth LLC656$513.8K0.28%00.0%Unchanged
Tyler-Stone Wealth Management661$517.7K0.26%−153−18.8%Reduced
Lodestar Private Asset Management LLC661$517.7K0.08%−85−11.4%Reduced
Deseret Mutual Benefit Administrators664$520.1K0.30%−176−21.0%Reduced
NinePointTwo Capital675$528.0K0.21%00.0%Unchanged
Prio Wealth Limited Partnership676$529.5K0.02%−3−0.4%Reduced
Rational Advisors LLC676$529.5K0.05%+676New
Transatlantique Private Wealth LLC680$532.6K0.25%+179+35.7%Added
DRW Securities, LLC682$534.2K0.02%−220−24.4%Reduced
Legacy Edge Advisors, LLC685$536.5K0.12%+685New
Provence Wealth Management Group688$538.9K0.29%−4−0.6%Reduced
Plato Investment Management Ltd692$542.0K0.66%+692New
Gladstone Institutional Advisory LLC693$542.8K0.03%+36+5.5%Added
Janney Capital Management LLC693$543.0K0.04%−375−35.1%Reduced
Physicians Financial Services, Inc.693$543.0K0.21%00.0%Unchanged
Fort Point Capital Partners LLC694$543.6K0.08%+1+0.1%Added
Continuum Wealth Advisors, LLC701$549.1K0.36%−400−36.3%Reduced
Vestmark Advisory Solutions, Inc.701$549.2K0.03%+188+36.6%Added