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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 41,438 | $32.5M | 0.07% | −2,149−4.9% | Reduced |
| M&G Investment Management Ltd | 41,175 | $32.2M | 0.19% | +6,678+19.4% | Added |
| DnB Asset Management AS | 41,100 | $32.2M | 0.17% | +4,910+13.6% | Added |
| Harbor Island Capital LLC | 39,902 | $31.3M | 15.50% | −484−1.2% | Reduced |
| Wellington Management Group LLP | 39,781 | $31.2M | 0.01% | +19,742+98.5% | Added |
| Swiss Life Asset Management Ltd | 39,545 | $31.0M | 0.37% | +3,356+9.3% | Added |
| Arizona State Retirement System | 39,536 | $31.0M | 0.24% | +1,511+4.0% | Added |
| AXA S.A. | 39,296 | $30.8M | 0.10% | −56,597−59.0% | Reduced |
| Forsta Ap-Fonden | 39,100 | $30.6M | 0.31% | −3,300−7.8% | Reduced |
| Holocene Advisors, LP | 39,077 | $30.6M | 0.12% | −283,333−87.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 38,500 | $30.2M | 0.40% | +38,500 | New |
| State of Michigan Retirement System | 38,380 | $30.1M | 0.18% | −600−1.5% | Reduced |
| Ossiam | 38,120 | $29.9M | 0.48% | +35,843+1,574.1% | Added |
| Braun Stacey Associates Inc | 38,104 | $29.8M | 1.33% | −1,672−4.2% | Reduced |
| Comerica Bank | 37,827 | $29.6M | 0.14% | −761−2.0% | Reduced |
| Frontier Capital Management Co LLC | 37,625 | $29.5M | 0.30% | −12,379−24.8% | Reduced |
| Capco Asset Management, LLC | 37,351 | $29.3M | 7.02% | −226−0.6% | Reduced |
| TCW Group Inc | 37,121 | $29.1M | 0.32% | +3,353+9.9% | Added |
| MetLife Investment Management | 37,129 | $29.1M | 0.21% | −1,154−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 37,034 | $29.0M | 2.37% | −53−0.1% | Reduced |
| CIBC Asset Management Inc | 36,953 | $28.9M | 0.11% | −229−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 36,924 | $28.9M | 0.05% | +2,048+5.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,548 | $28.6M | 0.08% | −430−1.2% | Reduced |
| Vontobel Holding Ltd. | 35,084 | $27.5M | 0.23% | −1,305−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 34,891 | $27.3M | 0.09% | +9,007+34.8% | Added |
| McGuire Investment Group, LLC | 34,671 | $27.2M | 4.53% | +70+0.2% | Added |
| Amalgamated Bank | 34,669 | $27.2M | 0.22% | −2,184−5.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 34,442 | $27.0M | 1.80% | −1,345−3.8% | Reduced |
| NewEdge Wealth, LLC | 33,759 | $26.4M | 0.68% | +6,747+25.0% | Added |
| Thrivent Financial for Lutherans | 33,549 | $26.3M | 0.06% | −1,380−4.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 33,397 | $26.2M | 0.71% | +2,413+7.8% | Added |
| Advisor Group Holdings, Inc. | 33,195 | $26.0M | 0.05% | −21,821−39.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 32,594 | $25.5M | 0.21% | −713−2.1% | Reduced |
| Vident Advisory, LLC | 32,327 | $25.3M | 0.64% | +1,556+5.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,156 | $25.2M | 0.04% | +608+1.9% | Added |
| Alberta Investment Management Corp | 31,857 | $25.0M | 0.23% | −2,453−7.1% | Reduced |
| Cerity Partners LLC | 342,139 | $24.5M | 0.08% | +314,224+1,125.6% | Added |
| Xponance, Inc. | 31,154 | $24.4M | 0.29% | −399−1.3% | Reduced |
| USS Investment Management Ltd | 31,119 | $24.4M | 0.22% | −2,900−8.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,102 | $24.4M | 0.23% | +1,663+5.6% | Added |
| Clough Capital Partners L P | 31,018 | $24.3M | 2.69% | +678+2.2% | Added |
| Arvest Trust Co N A | 30,902 | $24.2M | 1.46% | −5,408−14.9% | Reduced |
| Investment Management Corp of Ontario | 30,788 | $24.1M | 0.59% | +14,552+89.6% | Added |
| MUFG Securities EMEA plc | 30,000 | $23.5M | 1.95% | +30,000 | New |
| Williams Jones Wealth Management, LLC. | 29,629 | $23.2M | 0.32% | +54+0.2% | Added |
| Lazard Asset Management LLC | 29,198 | $22.9M | 0.03% | −4,159−12.5% | Reduced |
| Retirement Systems of Alabama | 29,046 | $22.8M | 0.10% | −1,094−3.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,861 | $22.6M | 0.16% | +2,059+7.7% | Added |
| AMF Pensionsforsakring AB | 28,477 | $22.3M | 0.19% | −7,890−21.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,926 | $21.9M | 0.27% | +1,800+6.9% | Added |
| Cincinnati Financial Corp | 27,724 | $21.7M | 0.48% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,706 | $21.7M | 0.45% | −106−0.4% | Reduced |
| IFM Investors Pty Ltd | 27,495 | $21.5M | 0.26% | −386−1.4% | Reduced |
| Texas Permanent School Fund | 27,213 | $21.3M | 0.18% | −331−1.2% | Reduced |
| Leuthold Group, LLC | 27,189 | $21.3M | 2.66% | −32−0.1% | Reduced |
| Nissay Asset Management Corp | 26,590 | $20.8M | 0.17% | −540−2.0% | Reduced |
| Daiwa Securities Group Inc. | 26,387 | $20.7M | 0.13% | +672+2.6% | Added |
| APG Asset Management US Inc. | 26,337 | $20.6M | 0.13% | +26,337 | New |
| Stephens Inc | 26,246 | $20.6M | 0.35% | +3,218+14.0% | Added |
| Huntington National Bank | 25,661 | $20.1M | 0.18% | +711+2.8% | Added |
| CIBC World Markets Inc. | 25,372 | $19.9M | 0.06% | −1,517−5.6% | Reduced |
| Transform Wealth, LLC | 25,250 | $19.8M | 1.93% | +1,070+4.4% | Added |
| Two Sigma Investments, LP | 24,691 | $19.3M | 0.05% | −82,343−76.9% | Reduced |
| National Asset Management, Inc. | 24,163 | $19.0M | 0.51% | +1,477+6.5% | Added |
| Moneta Group Investment Advisors LLC | 24,150 | $18.9M | 0.37% | −1,184−4.7% | Reduced |
| Tower Research Capital LLC (TRC) | 24,010 | $18.8M | 0.23% | +14,429+150.6% | Added |
| Capital Fund Management S.A. | 23,916 | $18.7M | 0.24% | −72,848−75.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 24,625 | $18.6M | 1.91% | −1,722−6.5% | Reduced |
| Czech National Bank | 23,086 | $18.1M | 0.26% | −211−0.9% | Reduced |
| Utah Retirement Systems | 22,878 | $17.9M | 0.23% | −300−1.3% | Reduced |
| Pathstone Holdings, LLC | 22,013 | $17.4M | 0.09% | +22,013 | New |
| Cullen/Frost Bankers, Inc. | 22,243 | $17.4M | 0.27% | −769−3.3% | Reduced |
| Millennium Management LLC | 22,143 | $17.3M | 0.02% | −186,839−89.4% | Reduced |
| Assetmark, Inc | 22,040 | $17.3M | 0.06% | +3,454+18.6% | Added |
| Great Lakes Advisors, LLC | 21,502 | $16.8M | 0.16% | +3,639+20.4% | Added |
| Oregon Public Employees Retirement Fund | 21,316 | $16.7M | 0.29% | +1,510+7.6% | Added |
| Hosking Partners LLP | 21,172 | $16.6M | 0.70% | −1,535−6.8% | Reduced |
| Degroof Petercam Asset Management | 21,050 | $16.5M | 0.22% | +21,050 | New |
| Squarepoint Ops LLC | 20,928 | $16.4M | 0.07% | −62,539−74.9% | Reduced |
| State of Alaska, Department of Revenue | 20,897 | $16.4M | 0.19% | −920−4.2% | Reduced |
| Pacer Advisors, Inc. | 20,876 | $16.4M | 0.05% | −5,307−20.3% | Reduced |
| SG Americas Securities, LLC | 20,806 | $16.3M | 0.18% | −24,500−54.1% | Reduced |
| New York Life Investment Management LLC | 20,706 | $16.2M | 0.17% | −89−0.4% | Reduced |
| First Financial Bankshares Inc | 20,393 | $16.0M | 0.38% | +20,393 | New |
| Mutual of America Capital Management LLC | 20,124 | $15.8M | 0.18% | −1,188−5.6% | Reduced |
| FourThought Financial Partners, LLC | 20,031 | $15.7M | 1.97% | −128−0.6% | Reduced |
| Empire Life Investments Inc. | 19,974 | $15.6M | 1.01% | +1,803+9.9% | Added |
| Public Employees Retirement Association of Colorado | 19,889 | $15.6M | 0.07% | −730−3.5% | Reduced |
| Connectus Wealth, LLC | 19,695 | $15.4M | 0.32% | −794−3.9% | Reduced |
| Linscomb & Williams, Inc. | 19,692 | $15.4M | 0.85% | −1,225−5.9% | Reduced |
| Burney Co | 19,647 | $15.4M | 0.65% | −483−2.4% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,462 | $15.2M | 4.12% | +19,462 | New |
| Yousif Capital Management, LLC | 19,392 | $15.2M | 0.18% | −1,823−8.6% | Reduced |
| Profund Advisors LLC | 19,075 | $14.9M | 0.64% | +2,516+15.2% | Added |
| Achmea Investment Management B.V. | 18,730 | $14.7M | 0.30% | −1,708−8.4% | Reduced |
| Gratus Capital LLC | 18,661 | $14.6M | 0.83% | +614+3.4% | Added |
| Louisiana State Employees Retirement System | 18,500 | $14.5M | 0.30% | −300−1.6% | Reduced |
| Baker Avenue Asset Management, LP | 18,479 | $14.5M | 0.64% | −1,353−6.8% | Reduced |
| Illinois Municipal Retirement Fund | 18,184 | $14.2M | 0.24% | +4,819+36.1% | Added |
| Terry L. Blaker | 17,977 | $14.1M | 1.15% | +731+4.2% | Added |