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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 9,749 | $7.64M | 0.11% | +271+2.9% | Added |
| Cullinan Associates Inc | 9,700 | $7.60M | 0.42% | 00.0% | Unchanged |
| Heron Bay Capital Management | 9,668 | $7.57M | 1.75% | −769−7.4% | Reduced |
| Verition Fund Management LLC | 9,559 | $7.49M | 0.08% | +2,195+29.8% | Added |
| Aviance Capital Partners, LLC | 9,505 | $7.45M | 1.59% | −299−3.0% | Reduced |
| Point72 Middle East FZE | 9,504 | $7.44M | 0.52% | −6,701−41.4% | Reduced |
| Jackson Wealth Management, LLC | 9,467 | $7.42M | 0.98% | +169+1.8% | Added |
| Guinness Atkinson Asset Management Inc | 9,452 | $7.40M | 3.79% | −205−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,351 | $7.32M | 0.14% | +275+3.0% | Added |
| River Wealth Advisors LLC | 9,328 | $7.31M | 1.17% | +1,204+14.8% | Added |
| Fiduciary Trust Co | 9,327 | $7.31M | 0.12% | −25−0.3% | Reduced |
| Carret Asset Management, LLC | 9,260 | $7.25M | 0.92% | −159−1.7% | Reduced |
| McBroom & Associates, LLC | 9,247 | $7.24M | 5.28% | −16−0.2% | Reduced |
| Horizon Investment Services, LLC | 9,229 | $7.23M | 3.90% | −196−2.1% | Reduced |
| Northwest Bancshares, Inc. | 9,181 | $7.19M | 1.31% | −184−2.0% | Reduced |
| Twin Tree Management, LP | 9,076 | $7.11M | 0.13% | −463−4.9% | Reduced |
| KWMG, LLC | 9,070 | $7.10M | 0.83% | −508−5.3% | Reduced |
| Hillman Capital Management, Inc. | 9,063 | $7.10M | 2.45% | −22−0.2% | Reduced |
| Sitrin Capital Management LLC | 9,049 | $7.09M | 4.13% | −149−1.6% | Reduced |
| Hohimer Wealth Management, LLC | 9,049 | $7.09M | 1.80% | +74+0.8% | Added |
| Maytus Capital Management, LLC | 9,000 | $7.05M | 2.82% | +1,000+12.5% | Added |
| Silvant Capital Management LLC | 8,951 | $7.03M | 0.38% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,937 | $7.00M | 0.06% | −3,266−26.8% | Reduced |
| Seizert Capital Partners, LLC | 8,892 | $6.96M | 0.35% | −40.0% | Reduced |
| Hartford Investment Management Co | 8,878 | $6.95M | 0.26% | −267−2.9% | Reduced |
| Taylor Hoffman Wealth Management | 8,870 | $6.95M | 3.14% | +34+0.4% | Added |
| Insight Wealth Strategies, LLC | 8,856 | $6.94M | 1.12% | −596−6.3% | Reduced |
| Prudential PLC | 8,837 | $6.92M | 0.07% | +231+2.7% | Added |
| Financial Partners Group, LLC | 8,790 | $6.88M | 3.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,677 | $6.80M | 0.19% | −69−0.8% | Reduced |
| Bailard, Inc. | 8,658 | $6.78M | 0.20% | +221+2.6% | Added |
| Atria Wealth Solutions, Inc. | 8,483 | $6.66M | 0.08% | −107−1.2% | Reduced |
| Westpac Banking Corp | 8,498 | $6.66M | 0.55% | +276+3.4% | Added |
| FORA Capital, LLC | 8,487 | $6.65M | 0.57% | +8,487 | New |
| Securian Asset Management, Inc | 8,371 | $6.56M | 0.19% | −1,167−12.2% | Reduced |
| Whitford Management LLC | 8,326 | $6.52M | 2.56% | +8,326 | New |
| Cornerstone Advisors, LLC | 8,300 | $6.50M | 0.29% | −1,200−12.6% | Reduced |
| Savoie Capital LLC | 8,280 | $6.49M | 1.48% | 00.0% | Unchanged |
| Atria Investments LLC | 8,107 | $6.35M | 0.10% | −669−7.6% | Reduced |
| Ardevora Asset Management LLP | 8,041 | $6.30M | 0.56% | −11,355−58.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,000 | $6.27M | 0.14% | +1,603+25.1% | Added |
| Tritonpoint Wealth, LLC | 7,958 | $6.25M | 0.61% | +7,958 | New |
| Beacon Pointe Advisors, LLC | 7,954 | $6.23M | 0.07% | +352+4.6% | Added |
| Bokf, NA | 7,931 | $6.21M | 0.12% | +22+0.3% | Added |
| Cresset Asset Management, LLC | 7,879 | $6.19M | 0.04% | +184+2.4% | Added |
| Ziegler Capital Management, LLC | 7,893 | $6.18M | 0.28% | −531−6.3% | Reduced |
| MAI Capital Management | 7,889 | $6.18M | 0.08% | +3,895+97.5% | Added |
| Commerce Bank | 7,839 | $6.14M | 0.04% | +112+1.4% | Added |
| Patton Fund Management, Inc. | 7,821 | $6.13M | 1.36% | +4,744+154.2% | Added |
| Rench Wealth Management, Inc. | 7,742 | $6.06M | 2.55% | −112−1.4% | Reduced |
| Naples Global Advisors, LLC | 7,668 | $6.02M | 0.66% | −547−6.7% | Reduced |
| Bridgewater Associates, LP | 7,558 | $5.92M | 0.03% | −65,109−89.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,532 | $5.90M | 0.96% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,467 | $5.85M | 0.15% | +522+7.5% | Added |
| Amica Mutual Insurance Co | 7,413 | $5.81M | 0.63% | −2,007−21.3% | Reduced |
| NewSquare Capital LLC | 7,396 | $5.79M | 0.55% | +249+3.5% | Added |
| Marshall & Sullivan Inc | 7,381 | $5.78M | 3.05% | −53−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 7,326 | $5.74M | 0.17% | −3,291−31.0% | Reduced |
| Optiver Holding B.V. | 7,324 | $5.74M | 0.17% | −23,510−76.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,252 | $5.68M | 0.73% | +25+0.3% | Added |
| Brinker Capital Investments, LLC | 7,393 | $5.60M | 0.07% | +83+1.1% | Added |
| Orion Portfolio Solutions, LLC | 7,393 | $5.60M | 0.07% | +83+1.1% | Added |
| Farmers Trust Co | 7,126 | $5.58M | 1.16% | −605−7.8% | Reduced |
| Abn Amro Investment Solutions | 7,080 | $5.55M | 0.10% | +85+1.2% | Added |
| GWM Advisors LLC | 6,921 | $5.52M | 0.05% | +165+2.4% | Added |
| Ashton Thomas Private Wealth, LLC | 7,037 | $5.51M | 0.35% | +24+0.3% | Added |
| NJ State Employees Deferred Compensation Plan | 7,025 | $5.50M | 0.76% | −1,500−17.6% | Reduced |
| Matthews International Capital Management LLC | 7,005 | $5.49M | 0.77% | −84−1.2% | Reduced |
| Viking Fund Management LLC | 7,000 | $5.48M | 1.07% | +3,000+75.0% | Added |
| New Mexico Educational Retirement Board | 6,993 | $5.48M | 0.21% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 6,982 | $5.47M | 1.63% | −164−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,714 | $5.26M | 0.11% | +1,188+21.5% | Added |
| Cary Street Partner Investment Advisory LLC | 6,680 | $5.23M | 0.25% | −68−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,641 | $5.21M | 0.44% | +1,958+41.8% | Added |
| L & S Advisors Inc | 6,640 | $5.20M | 0.63% | +6,640 | New |
| Shell Asset Management Co | 6,639 | $5.20M | 0.24% | −2,854−30.1% | Reduced |
| Conning Inc. | 6,578 | $5.15M | 0.18% | −86−1.3% | Reduced |
| Wolverine Trading, LLC | 6,566 | $5.14M | 0.04% | −9−0.1% | Reduced |
| Kempen Capital Management N.V. | 6,515 | $5.10M | 0.07% | −97−1.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 6,482 | $5.08M | 1.49% | +6,482 | New |
| NEOS Investment Management LLC | 6,434 | $5.04M | 0.48% | +107+1.7% | Added |
| Private Advisor Group, LLC | 6,412 | $5.02M | 0.04% | +193+3.1% | Added |
| Fred Alger Management, LLC | 6,355 | $4.98M | 0.03% | −219−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,315 | $4.95M | 0.47% | +151+2.4% | Added |
| AE Wealth Management LLC | 5,889 | $4.94M | 0.03% | +56+1.0% | Added |
| Whittier Trust Co | 6,275 | $4.91M | 0.08% | +212+3.5% | Added |
| CCM Investment Advisers LLC | 6,175 | $4.84M | 0.60% | −478−7.2% | Reduced |
| Cary Street Partners Asset Management LLC | 6,118 | $4.79M | 0.82% | −167−2.7% | Reduced |
| Lathrop Investment Management Corp | 6,113 | $4.79M | 0.98% | −2,222−26.7% | Reduced |
| Morton Community Bank | 6,091 | $4.77M | 1.56% | +6,091 | New |
| Royal Fund Management, LLC | 6,074 | $4.77M | 0.60% | +289+5.0% | Added |
| Northwest & Ethical Investments L.P. | 6,088 | $4.77M | 0.15% | −499−7.6% | Reduced |
| Siemens Fonds Invest GmbH | 6,088 | $4.77M | 0.39% | +542+9.8% | Added |
| Metis Global Partners, LLC | 6,021 | $4.72M | 0.19% | −612−9.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,998 | $4.70M | 0.16% | −307−4.9% | Reduced |
| PDT Partners, LLC | 5,922 | $4.64M | 0.51% | −890−13.1% | Reduced |
| New Potomac Partners, LLC | 5,911 | $4.63M | 2.75% | −105−1.7% | Reduced |
| Itau Unibanco Holding S.A. | 5,819 | $4.59M | 0.15% | +5,819 | New |
| Bristlecone Advisors, LLC | 5,840 | $4.57M | 0.46% | −51−0.9% | Reduced |
| Two Sigma Advisers, LP | 5,800 | $4.54M | 0.01% | −4,000−40.8% | Reduced |