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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
We Are One Seven, LLC1,533$1.20M0.07%+84+5.8%Added
KCM Investment Advisors LLC1,544$1.21M0.05%−56−3.5%Reduced
Knowledge Leaders Capital, LLC1,551$1.21M1.91%−50−3.1%Reduced
Trust Asset Management LLC1,558$1.22M0.12%00.0%Unchanged
Marietta Investment Partners LLC1,563$1.22M0.30%−30−1.9%Reduced
Belpointe Asset Management LLC1,564$1.23M0.11%−32−2.0%Reduced
Summit Global Investments1,567$1.23M0.08%+110+7.5%Added
Community Bank, N.A.1,572$1.23M0.16%−34−2.1%Reduced
Alpha Cubed Investments, LLC1,583$1.24M0.07%+1,583New
WSFS Capital Management, LLC1,583$1.24M0.08%−104−6.2%Reduced
JT Stratford LLC1,589$1.24M0.28%+123+8.4%Added
Encompass Wealth Advisors, LLC1,597$1.25M0.38%+10+0.6%Added
CWA Asset Management Group, LLC1,601$1.25M0.09%+440+37.9%Added
Clearstead Advisors, LLC1,607$1.26M0.07%−440−21.5%Reduced
Paragon Advisors, LLC1,608$1.26M0.53%+789+96.3%Added
Schechter Investment Advisors, LLC1,613$1.26M0.11%−66−3.9%Reduced
Signature Wealth Management Group1,613$1.26M0.58%+1,613New
Global X Japan Co., Ltd.1,621$1.27M0.72%+1,621New
Syon Capital LLC1,622$1.27M0.13%+314+24.0%Added
Wade G W & Inc1,624$1.27M0.04%+915+129.1%Added
Burr Financial Services, LLC1,361$1.28M0.98%+1,361New
Old National Bancorp1,644$1.29M0.03%−45−2.7%Reduced
Glen Eagle Advisors, LLC1,645$1.29M0.27%+67+4.2%Added
Qtron Investments LLC1,646$1.29M0.21%+315+23.7%Added
Lake Street Advisors Group, LLC1,649$1.29M0.06%+1,649New
Headlands Technologies LLC1,654$1.30M0.39%+1,654New
NVWM, LLC1,652$1.30M0.39%−130−7.3%Reduced
Axxcess Wealth Management, LLC1,664$1.30M0.04%−174−9.5%Reduced
Perpetual Ltd1,689$1.32M0.01%−99−5.5%Reduced
Camden Capital, LLC1,693$1.33M0.14%+872+106.2%Added
Clifford Swan Investment Counsel LLC1,694$1.33M0.05%−1−0.1%Reduced
Goodman Advisory Group, LLC1,696$1.33M0.45%−1,138−40.2%Reduced
Lake Street Financial LLC1,698$1.33M0.21%+7+0.4%Added
Apriem Advisors1,700$1.33M0.18%−62−3.5%Reduced
Aurora Investment Counsel2,741$1.33M0.87%−125−4.4%Reduced
McDaniel Terry & Co1,705$1.33M0.13%00.0%Unchanged
Leavell Investment Management, Inc.1,701$1.34M0.08%00.0%Unchanged
Allworth Financial LP1,708$1.34M0.01%+69+4.2%Added
White Knight Strategic Wealth Advisors, LLC1,710$1.34M1.54%−47−2.7%Reduced
Mather Group, LLC.1,713$1.34M0.02%+23+1.4%Added
Fifth Third Wealth Advisors LLC1,718$1.35M0.44%−55−3.1%Reduced
Mainstay Capital Management LLC1,720$1.35M0.26%+301+21.2%Added
NWK Group, Inc.1,721$1.35M0.69%+15+0.9%Added
Weiss Asset Management LP1,723$1.35M0.10%+1,723New
Sloy Dahl & Holst, LLC1,743$1.37M0.28%00.0%Unchanged
Premier Path Wealth Partners, LLC1,741$1.37M0.30%+1,741New
Middleton & Co Inc1,758$1.38M0.17%00.0%Unchanged
FCG Investment Co1,759$1.38M1.35%+1,759New
Noesis Capital Mangement Corp1,770$1.39M0.33%−5−0.3%Reduced
Sunbelt Securities, Inc.1,772$1.39M0.17%+50+2.9%Added
Checchi Capital Advisers, LLC1,781$1.39M0.11%+18+1.0%Added
Diversified Trust Co1,794$1.41M0.05%+28+1.6%Added
Redwood Investment Management, LLC1,796$1.41M0.13%−1,277−41.6%Reduced
Lifestyle Asset Management, Inc.1,798$1.41M0.78%−83−4.4%Reduced
Choate Investment Advisors1,800$1.41M0.04%−24−1.3%Reduced
MWA Asset Management1,805$1.41M1.17%+64+3.7%Added
Thoroughbred Financial Services, LLC1,810$1.42M0.11%−233−11.4%Reduced
Wiley Bros.-Aintree Capital, LLC1,816$1.42M0.35%+1,816New
Capital Group Private Client Services, Inc.1,829$1.43M0.01%−18−1.0%Reduced
Wealth Alliance1,841$1.44M0.20%−47−2.5%Reduced
Capital Investment Counsel, Inc1,845$1.45M0.25%00.0%Unchanged
Peapack Gladstone Financial Corp1,851$1.45M0.02%−5−0.3%Reduced
Nicholas Investment Partners, LP1,859$1.46M0.17%+230+14.1%Added
CAPROCK Group, Inc.1,855$1.46M0.09%+30+1.6%Added
Donoghue Forlines LLC1,862$1.46M0.46%−26−1.4%Reduced
Great Valley Advisor Group, Inc.1,872$1.47M0.05%−228−10.9%Reduced
Sound View Wealth Advisors Group, LLC1,879$1.47M0.16%−25−1.3%Reduced
Tocqueville Asset Management L.P.1,881$1.47M0.03%−9−0.5%Reduced
Chicago Capital, LLC1,882$1.47M0.05%+1,882New
TownSquare Capital, LLC1,889$1.48M0.03%+183+10.7%Added
FDx Advisors, Inc.1,897$1.49M0.11%+809+74.4%Added
Caxton Associates LP1,901$1.49M0.08%−398−17.3%Reduced
Dynamic Advisor Solutions LLC2,090$1.53M0.06%+121+6.1%Added
Legacy Capital Group California, Inc.1,957$1.53M0.59%+663+51.2%Added
Davenport & Co LLC1,959$1.53M0.01%−392−16.7%Reduced
Savant Capital, LLC1,970$1.54M0.02%+264+15.5%Added
NRI Wealth Management LC1,983$1.55M1.55%+1,983New
Delphi Management Inc1,985$1.55M1.43%−29−1.4%Reduced
Alta Wealth Advisors LLC1,999$1.57M0.87%+138+7.4%Added
Paradigm Asset Management Co LLC2,000$1.57M0.41%−100−4.8%Reduced
Leelyn Smith, LLC2,009$1.57M0.34%−5−0.2%Reduced
Tradition Wealth Management, LLC2,010$1.57M0.16%+14+0.7%Added
Susquehanna Portfolio Strategies, LLC2,013$1.58M0.03%+2,013New
Boston Private Wealth LLC2,015$1.58M0.04%−50−2.4%Reduced
Cookson Peirce & Co Inc2,017$1.58M0.10%−221−9.9%Reduced
Procyon Private Wealth Partners, LLC2,034$1.59M0.14%−158−7.2%Reduced
Trust Co of Toledo NA2,035$1.59M0.27%−44−2.1%Reduced
Venturi Wealth Management, LLC2,036$1.59M0.11%−152−6.9%Reduced
Independent Advisor Alliance2,042$1.60M0.06%+157+8.3%Added
Weatherly Asset Management L. P.2,040$1.60M0.17%−34−1.6%Reduced
Quadrant Capital Group LLC2,054$1.61M0.14%+5+0.2%Added
Segment Wealth Management, LLC2,063$1.62M0.14%+1,103+114.9%Added
Beaumont Financial Advisors, LLC2,076$1.63M0.15%+4+0.2%Added
Avantax Advisory Services, Inc.2,076$1.63M0.02%+204+10.9%Added
GPS Wealth Strategies Group, LLC2,084$1.63M0.30%+111+5.6%Added
Kuhn & Co Investment Counsel2,088$1.64M1.68%+2,088New
Bank Pictet & Cie (Asia) Ltd2,092$1.64M0.41%00.0%Unchanged
Edentree Asset Management Ltd2,100$1.64M0.51%−150−6.7%Reduced
Kestra Private Wealth Services, LLC2,101$1.65M0.04%−26−1.2%Reduced
Mission Wealth Management, LP2,101$1.65M0.05%−242−10.3%Reduced