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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
Midwest Professional Planners, LTD.5,791$4.54M1.81%+282+5.1%Added
Roanoke Asset Management Corp5,770$4.52M1.68%−40−0.7%Reduced
Norinchukin Bank, The5,750$4.50M0.11%−803−12.3%Reduced
Charter Trust Co5,710$4.47M0.33%−83−1.4%Reduced
Integrated Advisors Network LLC5,689$4.46M0.25%+4,466+365.2%Added
PEAK6 Investments LLC5,656$4.43M0.19%+3,572+171.4%Added
Kinneret Advisory, LLC5,641$4.43M0.49%−36−0.6%Reduced
Van Hulzen Asset Management, LLC5,655$4.43M0.31%+76+1.4%Added
Harbour Capital Advisors, LLC5,980$4.41M1.21%−15−0.3%Reduced
Glenview Trust Co5,552$4.35M0.11%+1,401+33.8%Added
Vestcor Inc5,527$4.33M0.15%−31−0.6%Reduced
Advisors Capital Management, LLC5,520$4.32M0.09%−96−1.7%Reduced
Sequoia Financial Advisors, LLC5,461$4.28M0.05%+846+18.3%Added
Toroso Investments, LLC5,457$4.27M0.10%−1,338−19.7%Reduced
Pittenger & Anderson Inc5,406$4.23M0.19%+672+14.2%Added
Fort Sheridan Advisors LLC5,380$4.21M0.84%+10.0%Added
Metropolitan Life Insurance Co5,365$4.20M0.20%−151−2.7%Reduced
Quantinno Capital Management LP5,340$4.18M0.15%−1,547−22.5%Reduced
Ameritas Investment Partners, Inc.5,288$4.14M0.15%+81+1.6%Added
Cetera Trust Company, N.A5,281$4.14M2.58%+5,281New
Hennessy Advisors Inc5,279$4.13M0.21%+19+0.4%Added
E. Ohman J:or Asset Management AB5,250$4.11M0.15%−1,000−16.0%Reduced
GAM Holding AG5,157$4.04M0.30%+378+7.9%Added
American Trust Investment Advisors, LLC5,130$4.02M2.09%−962−15.8%Reduced
Penserra Capital Management LLC5,111$4.00M0.08%−459−8.2%Reduced
Advisory Resource Group5,095$3.99M0.99%+112+2.2%Added
Cynosure Management, LLC5,073$3.97M0.71%+3,250+178.3%Added
Steel Peak Wealth Management LLC5,059$3.97M0.23%+43+0.9%Added
Blair William & Co5,032$3.94M0.01%+210+4.4%Added
Perigon Wealth Management, LLC5,009$3.92M0.13%+93+1.9%Added
Crown Advisors Management, Inc.5,000$3.92M2.68%00.0%Unchanged
Clear Rock Advisors, LLC4,282$3.90M1.76%+4,282New
Strategic Financial Services, Inc,4,981$3.90M0.27%−223−4.3%Reduced
EFG Asset Management (North America) Corp.4,959$3.88M0.74%+2,255+83.4%Added
Vinva Investment Management Ltd4,913$3.88M0.27%+991+25.3%Added
Intrust Bank NA4,910$3.85M0.45%−92−1.8%Reduced
Azzad Asset Management Inc4,907$3.84M0.49%+50+1.0%Added
Twin Capital Management Inc4,904$3.84M0.50%−92−1.8%Reduced
Empirical Finance, LLC4,781$3.74M0.26%+14+0.3%Added
Capital International Investors4,751$3.72M0.00%−50,039−91.3%Reduced
Kentucky Retirement Systems Insurance Trust Fund4,695$3.68M0.26%−409−8.0%Reduced
Arjuna Capital4,691$3.67M1.15%+2,695+135.0%Added
Retireful, LLC4,672$3.66M1.59%+4,672New
Impax Asset Management Group plc4,598$3.60M0.01%−5,885−56.1%Reduced
Trustmark National Bank Trust Department4,593$3.60M0.33%+452+10.9%Added
Group One Trading, L.P.4,582$3.59M0.11%−16,417−78.2%Reduced
Nikulski Financial, Inc.4,575$3.58M1.31%+106+2.4%Added
Rodgers Brothers Inc.4,490$3.52M0.56%−50−1.1%Reduced
TKG Advisors, LLC4,465$3.50M2.09%+93+2.1%Added
Groesbeck Investment Management Corp4,454$3.49M4.83%+50+1.1%Added
Tiaa Trust, National Association4,417$3.46M0.01%−170−3.7%Reduced
Terra Nova Asset Management LLC4,410$3.45M3.03%−119−2.6%Reduced
Hoylecohen, LLC4,364$3.42M0.28%+69+1.6%Added
Malaga Cove Capital, LLC4,362$3.42M1.44%−800−15.5%Reduced
Probity Advisors, Inc.4,357$3.41M0.74%−545−11.1%Reduced
Argent Trust Co4,335$3.40M0.17%+139+3.3%Added
Engineers Gate Manager LP4,327$3.39M0.10%+2,331+116.8%Added
Pacifica Partners Inc.4,860$3.39M1.67%+3+0.1%Added
Picton Mahoney Asset Management4,317$3.38M0.16%+4,317New
TTP Investments, Inc.4,304$3.37M1.45%−21−0.5%Reduced
Ballentine Partners, LLC4,300$3.37M0.07%+126+3.0%Added
Arkadios Wealth Advisors4,269$3.34M0.28%−11−0.3%Reduced
Harbor Capital Advisors, Inc.4,266$3.34M0.65%−583−12.0%Reduced
Trust Co of Vermont4,224$3.31M0.22%−381−8.3%Reduced
Zurich Insurance Group Ltd4,200$3.29M0.03%00.0%Unchanged
Gunderson Capital Management Inc.4,199$3.29M1.88%−95−2.2%Reduced
Northwestern Mutual Investment Management Company, LLC4,172$3.27M0.09%−36−0.9%Reduced
Acadian Asset Management LLC4,176$3.27M0.01%00.0%Unchanged
Park Avenue Securities LLC4,160$3.26M0.05%+452+12.2%Added
Buckingham Strategic Wealth, LLC4,159$3.26M0.04%+168+4.2%Added
Monetary Management Group Inc4,111$3.22M1.00%−20−0.5%Reduced
Columbia Trust Co 010120164,102$3.21M1.45%+136+3.4%Added
Linden Thomas Advisory Services, LLC4,098$3.21M0.60%+253+6.6%Added
Sanders Morris Harris LLC4,242$3.20M1.57%−15−0.4%Reduced
Everence Capital Management Inc4,073$3.19M0.23%+1,440+54.7%Added
Dana Investment Advisors, Inc.4,072$3.19M0.15%+151+3.9%Added
Mill Capital Management, LLC4,045$3.17M0.28%00.0%Unchanged
CWM, LLC4,027$3.15M0.02%−185−4.4%Reduced
Brown Advisory Inc3,986$3.12M0.00%−371−8.5%Reduced
Keybank National Association3,981$3.12M0.01%−160−3.9%Reduced
CIBC Private Wealth Group, LLC3,960$3.10M0.01%+55+1.4%Added
Credit Agricole S A3,949$3.09M0.06%+2,156+120.2%Added
Knollwood Investment Advisory, LLC3,940$3.09M0.64%+1,870+90.3%Added
Eagle Asset Management Inc3,937$3.08M0.02%−608−13.4%Reduced
Integrated Wealth Concepts LLC3,937$3.08M0.05%+109+2.8%Added
Motley Fool Asset Management LLC3,925$3.07M0.23%+105+2.7%Added
Stiles Financial Services Inc3,872$3.04M1.38%+304+8.5%Added
MV Capital Management, Inc.3,876$3.04M0.38%+26+0.7%Added
Matisse Capital3,855$3.02M1.61%+1,583+69.7%Added
Rockline Wealth Management, LLC3,818$2.99M1.24%+3,818New
Exchange Traded Concepts, LLC3,813$2.99M0.08%+1,355+55.1%Added
Advisory Research Inc3,764$2.95M0.45%−782−17.2%Reduced
Cloverfields Capital Group, LP3,736$2.93M1.15%00.0%Unchanged
Central Trust Co3,732$2.92M0.08%+5+0.1%Added
TD Private Client Wealth LLC3,705$2.90M0.10%−3,043−45.1%Reduced
IFP Advisors, Inc3,694$2.89M0.14%+1,963+113.4%Added
Atlas Capital Advisors LLC3,680$2.88M0.42%−25−0.7%Reduced
Tower Bridge Advisors3,623$2.84M0.24%+135+3.9%Added
Proficio Capital Partners LLC3,593$2.81M0.35%−966−21.2%Reduced
Empower Advisory Group, LLC3,588$2.81M0.01%+1,746+94.8%Added