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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; 3,143 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.

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: 3,143 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 20263,143$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
Sentry Investment Management LLC703$551.0K0.24%−75−9.6%Reduced
Colonial River Wealth Management, LLC708$554.5K0.33%+708New
KPP Advisory Services LLC710$556.1K0.49%+27+4.0%Added
Verus Capital Partners, LLC711$556.6K0.07%+51+7.7%Added
Lincoln Capital Corp711$556.8K0.27%+2+0.3%Added
Kingswood Wealth Advisors, LLC715$560.0K0.06%+312+77.4%Added
GAMMA Investing LLC684$564.0K0.15%+684New
Merlin Capital LLC722$565.5K1.81%−8−1.1%Reduced
Meridian Investment Counsel Inc.722$565.5K0.19%00.0%Unchanged
Congress Wealth Management LLC735$576.0K0.01%+121+19.7%Added
Resonant Capital Advisors, LLC735$577.0K0.06%+171+30.3%Added
Miracle Mile Advisors, LLC737$577.5K0.02%+93+14.4%Added
Insigneo Advisory Services, LLC743$583.4K0.08%+230+44.8%Added
Davis Investment Partners, LLC800$584.9K0.28%00.0%Unchanged
Lindbrook Capital, LLC749$586.7K0.06%+70+10.3%Added
Birinyi Associates Inc750$587.0K0.21%00.0%Unchanged
First Manhattan Co754$591.5K0.00%+87+13.0%Added
Evergreen Capital Management LLC756$593.7K0.02%+15+2.0%Added
BSW Wealth Partners758$593.7K0.12%+4+0.5%Added
Jackson Creek Investment Advisors LLC759$594.0K0.23%−25−3.2%Reduced
Annex Advisory Services, LLC761$596.1K0.02%+246+47.8%Added
McDonald Partners LLC763$597.6K0.18%00.0%Unchanged
Scientech Research LLC764$598.5K0.60%+764New
Oversea-Chinese Banking CORP Ltd765$599.2K0.02%+332+76.7%Added
Jackson Hole Capital Partners, LLC767$600.8K0.15%00.0%Unchanged
Westside Investment Management, Inc.767$600.8K0.15%+7+0.9%Added
Western Wealth Management, LLC768$601.2K0.04%+102+15.3%Added
Concurrent Investment Advisors, LLC772$604.5K0.03%+772New
Symphony Financial, Ltd. Co.805$607.4K0.13%+36+4.7%Added
Keebeck Alpha, LP778$609.4K0.48%+67+9.4%Added
Buckley Wealth Management, LLC783$613.3K0.21%−320−29.0%Reduced
Hennion & Walsh Asset Management, Inc.784$614.1K0.04%+381+94.5%Added
Pathway Financial Advisors LLC785$614.9K0.18%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group789$618.1K0.23%+65+9.0%Added
Jacobi Capital Management LLC792$620.7K0.06%+231+41.2%Added
EHP Funds Inc.800$626.6K0.31%−200−20.0%Reduced
Evanson Asset Management, LLC800$626.6K0.05%00.0%Unchanged
Becker Capital Management Inc799$627.4K0.02%00.0%Unchanged
Financial Management Professionals, Inc.802$628.0K0.10%−18−2.2%Reduced
Thomasville National Bank803$629.0K0.06%+3+0.4%Added
Quantitative Investment Management, LLC805$630.0K0.04%+805New
Stratos Wealth Advisors, LLC809$633.9K0.04%−32−3.8%Reduced
Red Cedar Investment Management, LLC815$638.4K0.09%00.0%Unchanged
Graypoint LLC822$644.0K0.05%+107+15.0%Added
Summit Trail Advisors, LLC824$646.9K0.02%−12−1.4%Reduced
Algert Global LLC830$650.1K0.03%+830New
Hilltop Holdings Inc.835$654.0K0.07%+42+5.3%Added
T. Rowe Price Investment Management, Inc.836$655.0K0.00%+836New
Centiva Capital, LP845$661.9K0.04%−3,684−81.3%Reduced
Kovack Advisors, Inc.846$662.5K0.08%+67+8.6%Added
Busey Wealth Management856$670.5K0.03%+388+82.9%Added
Brown Brothers Harriman & Co857$671.3K0.01%−37−4.1%Reduced
Forte Capital LLC860$673.6K0.09%00.0%Unchanged
Personal Cfo Solutions, LLC861$674.9K0.12%+87+11.2%Added
Ifrah Financial Services, Inc.864$677.1K0.20%−53−5.8%Reduced
Regatta Capital Group, LLC878$687.7K0.18%−21−2.3%Reduced
Red Door Wealth Management, LLC879$688.8K0.15%−5−0.6%Reduced
Concord Wealth Partners880$689.3K0.14%+165+23.1%Added
ABN AMRO Bank N.V.880$689.8K0.01%00.0%Unchanged
Farther Finance Advisors, LLC883$691.3K0.05%+521+143.9%Added
Phoenix Holdings Ltd.846$693.3K0.01%+846New
Meridian Wealth Management, LLC890$697.3K0.04%−730−45.1%Reduced
Central Asset Investments & Management Holdings (HK) Ltd891$697.9K0.75%+891New
Cassaday & Co Wealth Management LLC891$698.0K0.02%+1+0.1%Added
Geller Advisors LLC891$699.7K0.07%+9+1.0%Added
Sonora Investment Management Group, LLC898$703.5K0.06%+11+1.2%Added
SC&H Financial Advisors, Inc.900$704.8K0.20%00.0%Unchanged
Transcend Wealth Collective, LLC906$709.9K0.06%+906New
Investors Research Corp907$710.4K0.17%−60−6.2%Reduced
Angeles Investment Advisors, LLC906$711.0K0.04%−135−13.0%Reduced
Sunpointe, LLC914$718.0K0.91%+914New
Clark Financial Services Group Inc918$718.0K0.92%−9−1.0%Reduced
Pathway Financial Advisers, LLC922$722.1K0.27%−4−0.4%Reduced
Custom Index Systems, LLC924$723.7K0.46%+924New
Optimum Investment Advisors925$724.5K0.36%−10−1.1%Reduced
Systematic Financial Management LP930$728.4K0.02%00.0%Unchanged
Laraway Financial Inc931$729.2K0.69%00.0%Unchanged
Wedbush Securities Inc939$735.0K0.03%+141+17.7%Added
Global Trust Asset Management, LLC945$740.2K0.32%−14−1.5%Reduced
Fulton Bank, N.A.955$748.0K0.03%+37+4.0%Added
Strategic Wealth Partners, Ltd.956$748.5K0.09%−19−1.9%Reduced
Values First Advisors, Inc.958$750.3K0.45%+26+2.8%Added
Fayez Sarofim & Co825$752.1K0.00%+825New
Financial Advocates Investment Management964$755.0K0.05%+36+3.9%Added
Unique Wealth Strategies, LLC969$759.2K0.51%+969New
Pinnacle Wealth Planning Services, Inc.974$762.9K0.12%−2−0.2%Reduced
Virtus ETF Advisers LLC975$763.7K0.48%−222−18.5%Reduced
Skopos Labs, Inc.975$763.7K0.36%+975New
Strategic Blueprint, LLC982$769.3K0.06%−155−13.6%Reduced
Aptus Capital Advisors, LLC985$771.5K0.02%−63−6.0%Reduced
Willner & Heller, LLC991$775.9K0.87%+991New
Affinity Investment Advisors, LLC999$782.5K0.53%−161−13.9%Reduced
Verdence Capital Advisors LLC1,001$783.7K0.08%+10+1.0%Added
Western Financial Corp1,003$785.6K0.53%+17+1.7%Added
Eqis Capital Management, Inc.1,005$787.3K0.06%−551−35.4%Reduced
Alps Advisors Inc1,021$799.7K0.01%−16−1.5%Reduced
Nicolet Bankshares Inc1,024$802.1K0.22%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,026$803.4K0.39%−61−5.6%Reduced
First Commonwealth Financial Corp1,028$805.2K0.25%−260−20.2%Reduced
Menard Financial Group LLC1,028$805.4K1.00%+15+1.5%Added