Skip to main content

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
VeraBank, N.A.567$444.1K0.15%+39+7.4%Added
CVA Family Office, LLC564$441.8K0.09%00.0%Unchanged
Centaurus Financial, Inc.563$441.0K0.03%+171+43.6%Added
Client 1st Advisory Group, LLC562$440.2K0.21%00.0%Unchanged
Shufro Rose & Co LLC700$438.7K0.04%00.0%Unchanged
Keel Point, LLC558$437.4K0.05%+72+14.8%Added
Aaron Wealth Advisors557$436.2K0.07%+66+13.4%Added
Warren Averett Asset Management, LLC554$433.9K0.02%+35+6.7%Added
Retirement Income Solutions, Inc552$432.4K0.11%00.0%Unchanged
Conservest Capital Advisors, Inc.548$429.2K0.05%−26−4.5%Reduced
Equitable Trust Co548$429.2K0.03%+48+9.6%Added
Allred Capital Management, LLC546$427.7K0.19%−46−7.8%Reduced
Holderness Investments Co546$427.7K0.12%00.0%Unchanged
Essex Financial Services, Inc.543$425.5K0.04%−61−10.1%Reduced
Waldron Private Wealth LLC541$424.8K0.02%+28+5.5%Added
Great Diamond Partners, LLC541$423.9K0.10%−2−0.4%Reduced
AdvisorNet Financial, Inc541$423.7K0.04%+21+4.0%Added
Smartleaf Asset Management LLC539$423.2K0.11%+539New
Tilt Investment Management Holdings, PBC535$420.3K0.45%−181−25.3%Reduced
Avestar Capital, LLC535$420.1K0.05%+209+64.1%Added
Morningstar Investment Services LLC531$419.0K0.00%+531New
West Family Investments, Inc.534$418.3K0.14%00.0%Unchanged
Coastal Investment Advisors, Inc.529$414.6K0.09%−100−15.9%Reduced
One Charles Private Wealth Services, LLC529$414.3K0.22%00.0%Unchanged
Portman Square Capital LLP529$414.3K0.07%00.0%Unchanged
Braun-Bostich & Associates Inc.527$412.8K0.37%+527New
Zions Bancorporation, N.A.526$412.0K0.03%−119−18.4%Reduced
Shepherd Financial Partners LLC522$408.9K0.06%+11+2.2%Added
Roberts Glore & Co Inc522$408.9K0.13%−290−35.7%Reduced
Delta Financial Group, Inc.521$408.0K0.13%00.0%Unchanged
Global Retirement Partners, LLC536$407.9K0.02%+5+0.9%Added
Haverford Trust Co516$404.2K0.00%+47+10.0%Added
Atomi Financial Group, Inc.514$402.8K0.06%+514New
ASB Consultores, LLC514$402.8K0.13%−158−23.5%Reduced
Dark Forest Capital Management LP514$402.6K0.06%−4,925−90.5%Reduced
Angeles Wealth Management, LLC514$402.6K0.05%+22+4.5%Added
Cidel Asset Management Inc513$401.8K0.02%+513New
First Affirmative Financial Network512$401.1K0.32%+27+5.6%Added
GTS Securities LLC512$401.0K0.01%−1,425−73.6%Reduced
Lloyd Advisory Services, LLC.510$399.5K0.19%−89−14.9%Reduced
Lyell Wealth Management, LP510$399.5K0.05%00.0%Unchanged
Keystone Financial Group508$398.2K0.07%+46+10.0%Added
Power Corp of Canada508$397.9K0.04%−206−28.9%Reduced
Kendall Capital Management505$395.5K0.15%−25−4.7%Reduced
Harrell Investment Partners, LLC500$391.6K0.12%00.0%Unchanged
Rockland Trust Co500$391.6K0.02%00.0%Unchanged
Selway Asset Management500$391.6K0.16%00.0%Unchanged
DCF Advisers, LLC500$391.6K0.27%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.500$391.6K0.21%00.0%Unchanged
Legal Advantage Investments, Inc.500$391.6K0.24%00.0%Unchanged
Guerra Pan Advisors, LLC499$391.1K0.37%00.0%Unchanged
Bellevue Asset Management, LLC499$390.8K0.35%00.0%Unchanged
GeoWealth Management, LLC497$389.0K0.03%+497New
Legacy Advisors, LLC491$385.8K0.05%+491New
Sage Mountain Advisors LLC491$384.6K0.04%−11−2.2%Reduced
Ferguson Wellman Capital Management, Inc491$384.6K0.01%+5+1.0%Added
Citizens Financial Group Inc491$384.4K0.01%+85+20.9%Added
Sather Financial Group Inc487$381.4K0.03%00.0%Unchanged
Biltmore Family Office, LLC484$380.1K0.08%−375−43.7%Reduced
Tandem Capital Management Corp485$379.9K0.24%+30+6.6%Added
Mitchell Capital Management Co484$379.1K0.08%00.0%Unchanged
Daymark Wealth Partners, LLC483$378.4K0.02%−264−35.3%Reduced
Gallacher Capital Management LLC481$377.1K0.21%−104−17.8%Reduced
Austin Private Wealth, LLC480$375.9K0.05%+480New
Allstate Corp477$373.6K0.03%−49−9.3%Reduced
AlphaStar Capital Management, LLC477$373.6K0.03%+477New
Affinity Wealth Management LLC476$372.8K0.08%00.0%Unchanged
Edmond de Rothschild Holding S.A.475$372.0K0.01%+395+493.8%Added
Qsemble Capital Management, LP474$371.3K0.09%+474New
SignalPoint Asset Management, LLC470$368.0K0.11%−15−3.1%Reduced
Dakota Wealth Management467$365.8K0.01%+52+12.5%Added
Ironwood Investment Counsel, LLC466$365.7K0.07%−10−2.1%Reduced
Triumph Capital Management466$365.2K0.16%+466New
Spire Wealth Management441$364.1K0.01%−288−39.5%Reduced
Legacy Financial Advisors, Inc.461$361.4K0.07%+26+6.0%Added
Barrett & Company, Inc.461$361.1K0.20%+100+27.7%Added
RFG Advisory, LLC457$358.2K0.01%−129−22.0%Reduced
Silver Oak Securities, Inc456$357.2K0.05%+373+449.4%Added
Ramirez Asset Management, Inc.456$357.2K0.07%00.0%Unchanged
Osborne Partners Capital Management, LLC455$356.5K0.02%−36−7.3%Reduced
Valley Brook Capital Group455$356.4K0.31%00.0%Unchanged
Everhart Financial Group, Inc.455$356.4K0.13%+58+14.6%Added
Salem Investment Counselors Inc453$355.7K0.01%00.0%Unchanged
Crescent Grove Advisors, LLC453$355.7K0.04%00.0%Unchanged
Childress Capital Advisors, LLC454$355.6K0.11%+4+0.9%Added
RSM US Wealth Management LLC452$354.8K0.01%−42−8.5%Reduced
Thrive Capital Management, LLC452$354.3K0.19%+43+10.5%Added
Manchester Capital Management LLC452$354.0K0.05%+19+4.4%Added
Outlook Wealth Advisors, LLC452$354.0K0.12%+68+17.7%Added
Builder Investment Group Inc450$352.5K0.13%−150−25.0%Reduced
Columbia Asset Management450$352.0K0.07%+10+2.3%Added
Ascent Group, LLC387$351.4K0.03%+2+0.5%Added
Pinkerton Retirement Specialists, LLC448$350.9K0.07%−217−32.6%Reduced
McLean Asset Management Corp478$350.3K0.13%+1+0.2%Added
Insight Advisors, LLC447$350.1K0.07%−9−2.0%Reduced
David Loasby474$347.4K0.04%+55+13.1%Added
Greenland Capital Management LP442$346.2K0.05%+442New
Evercore Wealth Management, LLC441$345.4K0.01%+8+1.8%Added
Commerzbank Aktiengesellschaft440$345.0K0.01%+440New
Impact Partnership Wealth, LLC439$343.9K0.13%−232−34.6%Reduced