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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 132,269 | $103.6M | 0.22% | +35,510+36.7% | Added |
| Captrust Financial Advisors | 129,605 | $101.5M | 0.35% | +2,100+1.6% | Added |
| DekaBank Deutsche Girozentrale | 129,600 | $101.5M | 0.21% | +19,472+17.7% | Added |
| New York State Teachers Retirement System | 128,954 | $101.0M | 0.23% | −8,095−5.9% | Reduced |
| Parnassus Investments | 123,513 | $96.7M | 0.21% | −4,392−3.4% | Reduced |
| HM Payson & Co | 122,631 | $96.1M | 1.99% | −2,765−2.2% | Reduced |
| State of Wisconsin Investment Board | 121,886 | $95.5M | 0.27% | −7,515−5.8% | Reduced |
| Raymond James & Associates | 118,321 | $92.7M | 0.07% | +11,202+10.5% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 118,000 | $92.4M | 1.63% | −2,000−1.7% | Reduced |
| Erste Asset Management GmbH | 116,779 | $92.2M | 1.35% | +7,674+7.0% | Added |
| Manufacturers Life Insurance Company, The | 115,559 | $90.5M | 0.05% | +2,011+1.8% | Added |
| RE Advisers Corp | 111,000 | $86.9M | 2.22% | +6,700+6.4% | Added |
| Heard Capital LLC | 106,703 | $83.6M | 5.60% | −26,032−19.6% | Reduced |
| Guggenheim Capital LLC | 106,377 | $83.3M | 0.63% | −9,643−8.3% | Reduced |
| Wedge Capital Management L L P | 105,567 | $82.7M | 1.48% | +2,183+2.1% | Added |
| Assenagon Asset Management S.A. | 103,003 | $80.7M | 0.25% | +17,376+20.3% | Added |
| APG Asset Management N.V. | 112,996 | $80.1M | 0.16% | −4,691−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,238 | $76.2M | 0.10% | +7,415+8.3% | Added |
| Blue Whale Capital LLP | 95,550 | $74.8M | 9.60% | −16,750−14.9% | Reduced |
| Walleye Capital LLC | 94,579 | $74.1M | 1.04% | +75,389+392.9% | Added |
| Nomura Asset Management Co Ltd | 94,260 | $73.8M | 0.31% | +2,411+2.6% | Added |
| Mariner, LLC | 93,058 | $72.9M | 0.17% | +5,348+6.1% | Added |
| Los Angeles Capital Management LLC | 92,936 | $72.8M | 0.27% | +4,193+4.7% | Added |
| Jane Street Group, LLC | 92,040 | $72.1M | 0.09% | +27,018+41.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 421,003 | $72.1M | 0.99% | +421,003 | New |
| Jennison Associates LLC | 91,229 | $71.5M | 0.05% | −58,634−39.1% | Reduced |
| NZS Capital, LLC | 86,979 | $68.1M | 3.59% | −7,406−7.8% | Reduced |
| Associated Banc-Corp | 86,156 | $67.5M | 2.34% | −2,279−2.6% | Reduced |
| Eventide Asset Management, LLC | 85,549 | $67.0M | 1.09% | −30,372−26.2% | Reduced |
| Storebrand Asset Management AS | 85,357 | $66.9M | 0.24% | +5,305+6.6% | Added |
| Susquehanna International Group, LLP | 84,809 | $66.4M | 0.11% | +2,815+3.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 84,050 | $65.8M | 0.38% | +23,947+39.8% | Added |
| Toronto Dominion Bank | 83,595 | $65.5M | 0.09% | +10,424+14.2% | Added |
| Bank of Nova Scotia | 83,110 | $65.1M | 0.12% | +57,375+222.9% | Added |
| Candriam Luxembourg S.C.A. | 82,911 | $64.9M | 0.45% | +4,921+6.3% | Added |
| Pinnacle Associates Ltd | 77,943 | $61.0M | 1.03% | −8,016−9.3% | Reduced |
| Panagora Asset Management Inc | 77,358 | $60.6M | 0.34% | +70,810+1,081.4% | Added |
| Stifel Financial Corp | 76,771 | $60.2M | 0.08% | +6,571+9.4% | Added |
| Putnam Investments LLC | 75,996 | $59.5M | 0.08% | −1,616−2.1% | Reduced |
| State of New Jersey Common Pension Fund D | 75,565 | $59.2M | 0.20% | −673−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 74,636 | $58.5M | 0.21% | −1,309−1.7% | Reduced |
| American Century Companies Inc | 74,433 | $58.3M | 0.04% | +3,075+4.3% | Added |
| Man Group plc | 73,877 | $57.9M | 0.17% | – | – |
| LPL Financial LLC | 73,444 | $57.5M | 0.03% | +10,527+16.7% | Added |
| Crosslink Capital Inc | 72,499 | $56.8M | 8.43% | −1,880−2.5% | Reduced |
| Aviva PLC | 72,322 | $56.6M | 0.20% | +47+0.1% | Added |
| Natixis Advisors, L.P. | 72,165 | $56.5M | 0.15% | +1,768+2.5% | Added |
| British Columbia Investment Management Corp | 71,954 | $56.4M | 0.46% | +7,351+11.4% | Added |
| Jupiter Asset Management Ltd | 71,652 | $56.1M | 0.56% | +3,719+5.5% | Added |
| Robeco Institutional Asset Management B.V. | 70,921 | $55.5M | 0.13% | −2,534−3.4% | Reduced |
| ING Groep NV | 70,829 | $55.5M | 0.45% | +12,482+21.4% | Added |
| Fort Pitt Capital Group, LLC | 70,381 | $55.1M | 1.81% | −7,173−9.2% | Reduced |
| Public Employees Retirement System of Ohio | 70,063 | $54.9M | 0.22% | +163+0.2% | Added |
| Ensign Peak Advisors, Inc | 69,934 | $54.8M | 0.11% | −2,000−2.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 67,630 | $53.0M | 0.19% | +56,986+535.4% | Added |
| Royal London Asset Management Ltd | 66,131 | $51.8M | 0.15% | +380+0.6% | Added |
| Asset Management One Co.,Ltd. | 65,384 | $51.6M | 0.21% | +2,774+4.4% | Added |
| Vaughan David Investments LLC | 65,616 | $51.4M | 1.41% | −717−1.1% | Reduced |
| STRS Ohio | 64,170 | $50.3M | 0.21% | −2,417−3.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 63,684 | $49.9M | 0.45% | −2,300−3.5% | Reduced |
| CIBC World Markets Corp | 62,265 | $48.8M | 0.27% | +39,663+175.5% | Added |
| Treasurer of the State of North Carolina | 62,069 | $48.6M | 0.24% | −1,740−2.7% | Reduced |
| Triple Frond Partners LLC | 62,060 | $48.6M | 5.78% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 61,301 | $48.0M | 1.13% | +2,105+3.6% | Added |
| Nicholas Company, Inc. | 60,460 | $47.4M | 0.84% | 00.0% | Unchanged |
| Value Aligned Research Advisors, LLC | 59,571 | $46.7M | 11.79% | −6,853−10.3% | Reduced |
| FIL Ltd | 59,315 | $46.5M | 0.05% | −4,452−7.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 59,133 | $46.3M | 0.05% | −1,107−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 58,698 | $46.0M | 0.07% | +43,759+292.9% | Added |
| Artemis Investment Management LLP | 58,533 | $45.8M | 0.67% | −10,269−14.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 57,361 | $44.9M | 1.16% | −905−1.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 55,023 | $43.1M | 0.11% | −79,337−59.0% | Reduced |
| Federated Hermes, Inc. | 53,958 | $42.3M | 0.10% | −7,396−12.1% | Reduced |
| Handelsbanken Fonder AB | 53,949 | $42.3M | 0.21% | +3,377+6.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,354 | $41.8M | 0.16% | −25,473−32.3% | Reduced |
| Janney Montgomery Scott LLC | 53,070 | $41.6M | 0.13% | +862+1.7% | Added |
| Castleark Management LLC | 52,792 | $41.3M | 1.83% | −703−1.3% | Reduced |
| HighTower Advisors, LLC | 52,746 | $41.3M | 0.07% | +4,926+10.3% | Added |
| Truist Financial Corp | 52,289 | $41.0M | 0.07% | −21,291−28.9% | Reduced |
| ARS Investment Partners, LLC | 52,104 | $40.8M | 4.52% | −1,876−3.5% | Reduced |
| Korea Investment CORP | 51,747 | $40.5M | 0.11% | −11,319−17.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,326 | $38.6M | 0.82% | −4,855−9.0% | Reduced |
| Ci Investments Inc. | 49,201 | $38.5M | 0.20% | −3,758−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 48,658 | $38.1M | 0.27% | −3,973−7.5% | Reduced |
| American International Group, Inc. | 48,514 | $38.0M | 0.16% | +78+0.2% | Added |
| US Bancorp | 48,379 | $37.9M | 0.06% | +1,608+3.4% | Added |
| Intech Investment Management LLC | 47,898 | $37.5M | 0.55% | +1,720+3.7% | Added |
| Mercer Global Advisors Inc | 47,826 | $37.5M | 0.11% | +1,361+2.9% | Added |
| Pinebridge Investments, L.P. | 47,810 | $37.4M | 0.35% | −14,937−23.8% | Reduced |
| State of Tennessee, Treasury Department | 47,700 | $37.4M | 0.15% | +3,581+8.1% | Added |
| Glenmede Trust Co NA | 47,505 | $37.2M | 0.19% | +22,645+91.1% | Added |
| Ninety One UK Ltd | 47,413 | $37.1M | 0.11% | −24,674−34.2% | Reduced |
| QRG Capital Management, Inc. | 45,943 | $36.0M | 0.53% | +1,418+3.2% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $35.7M | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 45,421 | $35.6M | 0.47% | +45,421 | New |
| Renaissance Group LLC | 44,873 | $35.1M | 1.46% | +500+1.1% | Added |
| Guinness Asset Management LTD | 44,372 | $34.8M | 0.76% | +333+0.8% | Added |
| Teacher Retirement System of Texas | 44,346 | $34.7M | 0.24% | −20,765−31.9% | Reduced |
| Adams Diversified Equity Fund, Inc. | 43,700 | $34.2M | 1.35% | −5,200−10.6% | Reduced |
| Creative Planning | 43,698 | $34.2M | 0.06% | −29,297−40.1% | Reduced |