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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
CNB Bank1,032$808.3K0.43%+14+1.4%Added
Unigestion Holding SA1,039$813.8K0.04%00.0%Unchanged
Cim Investment Mangement Inc1,046$819.3K0.26%00.0%Unchanged
Koss-Olinger Consulting, LLC1,050$822.0K0.08%−1,984−65.4%Reduced
Global Financial Private Client, LLC1,058$828.7K0.39%+71+7.2%Added
Woodward Diversified Capital, LLC1,077$843.3K0.53%+1+0.1%Added
ClearAlpha Technologies LP1,081$846.7K0.32%+1,081New
Family Firm, Inc.1,084$849.4K0.22%+3+0.3%Added
Dorsey & Whitney Trust CO LLC1,094$856.9K0.07%−2−0.2%Reduced
SYSTM Wealth Solutions LLC1,093$857.7K0.12%−141−11.4%Reduced
Snowden Capital Advisors LLC1,096$858.5K0.03%−33−2.9%Reduced
WD Rutherford LLC1,032$860.2K0.50%−68−6.2%Reduced
Axq Capital, LP1,100$861.6K0.23%−100−8.3%Reduced
Pinnacle Wealth Management Advisory Group, LLC1,100$861.6K0.10%−19−1.7%Reduced
New England Research & Management, Inc.1,100$862.0K0.46%+575+109.5%Added
Avantax Planning Partners, Inc.1,110$869.2K0.03%−70−5.9%Reduced
Graham Capital Management, L.P.1,114$872.6K0.03%+14+1.3%Added
Wealthspire Advisors, LLC1,118$875.7K0.01%+112+11.1%Added
Burns J W & Co Inc1,122$878.8K0.13%00.0%Unchanged
Chicago Partners Investment Group LLC1,036$879.1K0.04%−3−0.3%Reduced
Capital Investment Advisors, LLC1,125$881.0K0.02%+471+72.0%Added
Clear Harbor Asset Management, LLC1,133$887.4K0.08%+1+0.1%Added
Annis Gardner Whiting Capital Advisors, LLC1,133$889.7K0.39%−34−2.9%Reduced
Sheaff Brock Investment Advisors, LLC1,143$894.9K0.08%+6+0.5%Added
Alera Investment Advisors, LLC1,150$900.7K0.12%−19−1.6%Reduced
Alpha Family Trust1,150$900.7K0.61%00.0%Unchanged
Little House Capital LLC1,168$914.9K0.33%−28−2.3%Reduced
Veracity Capital LLC1,169$915.5K0.37%+222+23.4%Added
3Chopt Investment Partners, LLC1,177$924.1K0.34%+1,177New
Oakworth Capital, Inc.1,181$925.0K0.07%00.0%Unchanged
NorthRock Partners, LLC1,180$926.5K0.04%+486+70.0%Added
Capital Markets Trading UK LLP1,186$929.0K0.69%+1,186New
WR Wealth Planners, LLC1,187$929.4K0.35%00.0%Unchanged
Clarius Group, LLC1,196$936.8K0.08%−83−6.5%Reduced
American State Bank (Iowa)1,200$939.9K0.60%00.0%Unchanged
Geneva Partners, LLC1,200$940.2K0.52%−1,024−46.0%Reduced
Joel Isaacson & Co., LLC1,208$946.3K0.06%00.0%Unchanged
Icon Wealth Advisors, LLC1,212$949.3K0.10%+1,212New
Crestwood Advisors Group LLC1,218$954.4K0.02%+806+195.6%Added
Resources Investment Advisors, LLC.1,226$960.0K0.02%+181+17.3%Added
Fidelis Capital Partners, LLC1,226$960.3K0.21%+112+10.1%Added
Davis Selected Advisers1,228$961.8K0.01%00.0%Unchanged
Hollencrest Capital Management1,229$962.9K0.09%00.0%Unchanged
XTX Topco Ltd1,232$965.0K0.21%−595−32.6%Reduced
Paloma Partners Management Co1,246$975.9K0.16%−3−0.2%Reduced
Carr Financial Group Corp1,247$976.7K0.36%00.0%Unchanged
Seeds Investor LLC1,261$988.0K1.12%+1,261New
Independent Financial Group, LLC1,265$990.6K0.05%+120+10.5%Added
Salomon & Ludwin, LLC1,587$994.7K0.10%00.0%Unchanged
Parallel Advisors, LLC1,270$994.7K0.03%−19−1.5%Reduced
Chilton Investment Co LLC1,271$995.5K0.03%+438+52.6%Added
Merit Financial Group, LLC1,278$1.00M0.03%−928−42.1%Reduced
Valeo Financial Advisors, LLC1,278$1.00M0.04%+292+29.6%Added
ICICI Prudential Asset Management Co Ltd1,279$1.00M0.12%+100+8.5%Added
Polymer Capital Management (HK) LTD1,280$1.00M0.35%+1,280New
Proequities, Inc.1,283$1.01M0.07%−25−1.9%Reduced
Wedmont Private Capital1,333$1.01M0.08%+179+15.5%Added
Edgestream Partners, L.P.1,289$1.01M0.07%+967+300.3%Added
CFO4Life Group, LLC1,290$1.01M0.19%−124−8.8%Reduced
World Equity Group, Inc.1,314$1.03M0.21%00.0%Unchanged
Rehmann Capital Advisory Group1,315$1.03M0.09%−46−3.4%Reduced
SageView Advisory Group, LLC1,235$1.03M0.04%+850+220.8%Added
Legacy Wealth Asset Management, LLC1,319$1.03M0.34%−13−1.0%Reduced
Abundance Wealth Counselors1,325$1.04M0.27%+9+0.7%Added
Core Alternative Capital1,328$1.04M0.18%00.0%Unchanged
Phraction Management LLC1,332$1.04M0.44%−219−14.1%Reduced
Mutual Advisors, LLC1,335$1.05M0.04%+93+7.5%Added
Herold Advisors, Inc.1,337$1.05M0.29%00.0%Unchanged
Lifeworks Advisors, LLC1,340$1.05M0.36%+1,340New
Advisor Resource Council1,342$1.05M0.12%+1,342New
RAM Investment Partners, LLC1,348$1.06M0.37%+219+19.4%Added
Centennial Bank1,352$1.06M0.63%−14−1.0%Reduced
Penobscot Investment Management Company, Inc.1,372$1.07M0.13%+17+1.3%Added
First Hawaiian Bank1,379$1.08M0.03%−670−32.7%Reduced
Arrowstreet Capital, Limited Partnership1,381$1.08M0.00%−7,394−84.3%Reduced
Albert D Mason Inc1,385$1.08M0.72%−7−0.5%Reduced
Change Path, LLC1,393$1.09M0.07%−5−0.4%Reduced
KRS Capital Management, LLC1,398$1.10M1.02%−40−2.8%Reduced
O'Neil Global Advisors, Inc.1,400$1.10M0.64%+1,400New
Cigna Investments Inc1,402$1.10M0.23%−38−2.6%Reduced
Strong Tower Advisory Services1,417$1.11M0.49%+27+1.9%Added
Principal Securities, Inc.1,421$1.11M0.04%+1,421New
Texas Capital Bancshares Inc1,425$1.12M0.59%00.0%Unchanged
Clear Creek Financial Management, LLC1,425$1.12M0.18%+83+6.2%Added
Argonautica Private Wealth Management, Inc1,439$1.13M0.46%00.0%Unchanged
Montag A & Associates Inc1,446$1.14M0.06%+81+5.9%Added
Mechanics Bank Trust Department1,457$1.14M0.18%−10−0.7%Reduced
GraniteShares Advisors LLC1,457$1.14M1.03%−243−14.3%Reduced
Vise Technologies, Inc.1,459$1.14M0.25%−314−17.7%Reduced
Scotia Capital Inc.1,465$1.15M0.01%+26+1.8%Added
Smithfield Trust Co1,491$1.17M0.07%−48−3.1%Reduced
MBM Wealth Consultants, LLC1,387$1.17M0.44%−23−1.6%Reduced
Brighton Jones LLC1,498$1.17M0.05%−94−5.9%Reduced
Bedell Frazier Investment Counseling, LLC1,499$1.17M0.32%−34−2.2%Reduced
Lincoln National Corp1,499$1.17M0.02%+63+4.4%Added
Cohen Klingenstein LLC1,500$1.17M0.05%00.0%Unchanged
Black Swift Group, LLC1,500$1.17M0.35%+1,500New
Johnson Investment Counsel Inc1,506$1.18M0.01%−73−4.6%Reduced
Lecap Asset Management Ltd1,516$1.19M0.43%+1,516New
Foundations Investment Advisors, LLC1,427$1.19M0.03%+1,095+329.8%Added