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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
Primoris Wealth Advisors, LLC3,537$2.77M2.61%00.0%Unchanged
L2 Asset Management, LLC3,529$2.76M1.14%+3,225+1,060.9%Added
PFG Advisors3,503$2.74M0.22%+261+8.1%Added
Oak Associates, Ltd3,500$2.74M0.21%00.0%Unchanged
JB Capital LLC3,499$2.74M0.20%+3,499New
Westhampton Capital, LLC3,489$2.73M1.63%−8−0.2%Reduced
FJ Investments, LLC3,487$2.73M0.13%+3,487New
Greenleaf Trust3,463$2.71M0.03%+21+0.6%Added
Navellier & Associates Inc3,460$2.71M0.41%00.0%Unchanged
SevenBridge Financial Group, LLC3,458$2.71M0.64%+107+3.2%Added
Synovus Financial Corp3,431$2.69M0.04%+275+8.7%Added
Qube Research & Technologies Ltd3,410$2.67M0.01%−202,484−98.3%Reduced
Cetera Advisors LLC3,408$2.67M0.04%+161+5.0%Added
Bard Financial Services, Inc.3,375$2.64M0.30%00.0%Unchanged
Davidson Capital Management Inc.3,372$2.64M0.96%+477+16.5%Added
Green Alpha Advisors, LLC3,329$2.61M1.88%−858−20.5%Reduced
CX Institutional3,315$2.60M0.14%−220−6.2%Reduced
Harber Asset Management LLC3,313$2.59M0.60%00.0%Unchanged
Heritage Trust Co3,304$2.59M0.36%+99+3.1%Added
Peak Financial Advisors LLC3,269$2.56M1.71%+3,269New
Virtu Financial LLC3,260$2.55M0.20%+3,260New
Marshall Financial Group LLC3,256$2.55M0.82%−286−8.1%Reduced
Advisors Asset Management, Inc.3,234$2.53M0.05%−1,667−34.0%Reduced
Perennial Advisors, LLC3,229$2.53M0.62%−37−1.1%Reduced
Exchange Capital Management, Inc.3,212$2.52M0.45%−83−2.5%Reduced
E&G Advisors, LP3,211$2.52M0.89%−382−10.6%Reduced
EP Wealth Advisors, LLC3,209$2.51M0.03%−89−2.7%Reduced
USA Financial Portformulas Corp3,199$2.51M0.44%+2,571+409.4%Added
Ostrum Asset Management3,195$2.50M0.22%+71+2.3%Added
Martin Capital Advisors, LLP3,187$2.50M2.11%+7+0.2%Added
NorthCrest Asset Manangement, LLC3,184$2.49M0.09%−186−5.5%Reduced
Lindenwold Advisors3,169$2.48M1.41%−14−0.4%Reduced
Veriti Management LLC3,164$2.48M0.22%+581+22.5%Added
Jackson Square Capital, LLC3,149$2.47M0.79%+69+2.2%Added
Harvest Fund Management Co., Ltd3,162$2.45M0.38%−41−1.3%Reduced
Scott & Selber, Inc.3,093$2.42M0.91%−39−1.2%Reduced
Ontario Teachers Pension Plan Board3,093$2.42M0.02%−254−7.6%Reduced
Kingfisher Capital LLC3,086$2.42M0.63%+3,086New
Symmetry Partners, LLC3,052$2.41M0.13%−575−15.9%Reduced
SOA Wealth Advisors, LLC.3,042$2.38M0.53%−131−4.1%Reduced
SS&H Financial Advisors, Inc.3,041$2.38M1.01%−50−1.6%Reduced
Taika Capital, LP3,032$2.37M1.38%−6,400−67.9%Reduced
Regal Investment Advisors LLC3,008$2.36M0.18%+1,016+51.0%Added
Financial Advisory Service, Inc.2,996$2.35M0.22%+22+0.7%Added
Joseph Group Capital Management2,984$2.34M1.36%+95+3.3%Added
Arvest Investments, Inc.2,979$2.33M0.38%+2,979New
V-Square Quantitative Management LLC2,970$2.33M0.55%+1,791+151.9%Added
Resources Management Corp2,966$2.32M0.35%−26−0.9%Reduced
Alpine Woods Capital Investors, LLC2,965$2.32M0.35%−204−6.4%Reduced
TD Waterhouse Canada Inc.3,148$2.32M0.02%−69−2.1%Reduced
Capital Advisors Inc2,948$2.31M0.05%−8−0.3%Reduced
Public Sector Pension Investment Board2,941$2.30M0.02%−11,337−79.4%Reduced
Oak Harvest Investment Services2,906$2.28M0.45%−35−1.2%Reduced
Regions Financial Corp2,863$2.24M0.02%−157−5.2%Reduced
Alternative Investment Advisors, LLC.2,853$2.24M1.45%−119−4.0%Reduced
Sawtooth Solutions, LLC2,849$2.23M0.06%+407+16.7%Added
Bleakley Financial Group, LLC2,849$2.23M0.07%+407+16.7%Added
M&G Investments (USA) Inc.2,846$2.23M2.20%+2,846New
Wetherby Asset Management Inc2,833$2.22M0.12%−4−0.1%Reduced
Desjardins Global Asset Management Inc.2,819$2.21M0.24%−328−10.4%Reduced
G&S Capital LLC2,808$2.20M1.04%+35+1.3%Added
LSV Asset Management2,800$2.19M0.00%−1,400−33.3%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,789$2.18M0.08%−55−1.9%Reduced
Cincinnati Specialty Underwriters Insurance CO2,783$2.18M0.72%00.0%Unchanged
Benchmark Investment Advisors LLC2,780$2.18M2.02%−21−0.7%Reduced
First Business Financial Services, Inc.2,779$2.18M0.25%−50−1.8%Reduced
HighPoint Advisor Group LLC2,226$2.16M0.16%+2,226New
Marble Harbor Investment Counsel, LLC2,750$2.15M0.27%00.0%Unchanged
Cutter & CO Brokerage, Inc.2,747$2.15M0.60%−223−7.5%Reduced
Cypress Capital Group2,740$2.15M0.28%+73+2.7%Added
Calamos Wealth Management LLC2,739$2.15M0.14%+67+2.5%Added
BancorpSouth Bank2,731$2.14M0.17%−32−1.2%Reduced
IHT Wealth Management, LLC2,730$2.14M0.10%+229+9.2%Added
Balentine LLC2,692$2.11M0.07%+731+37.3%Added
Apollon Wealth Management, LLC2,680$2.10M0.07%+77+3.0%Added
Nomura Holdings Inc2,652$2.08M0.02%+2,652New
Gradient Capital Advisors, LLC2,638$2.07M0.79%+5+0.2%Added
InterOcean Capital Group, LLC2,624$2.05M0.06%+70+2.7%Added
Johnson Financial Group, Inc.2,615$2.05M0.11%−567−17.8%Reduced
Van Leeuwen & Company, LLC2,583$2.02M1.18%+13+0.5%Added
Palouse Capital Management, Inc.2,576$2.02M1.43%−347−11.9%Reduced
Gilliland Jeter Wealth Management LLC2,576$2.02M0.83%+2,576New
Trust Co of Oklahoma2,567$2.01M0.75%00.0%Unchanged
Oppenheimer & Co Inc2,545$1.99M0.04%−214−7.8%Reduced
Bank of Stockton2,409$1.99M0.66%−149−5.8%Reduced
Altman Advisors, Inc.2,528$1.98M1.04%+22+0.9%Added
Moors & Cabot, Inc.2,514$1.97M0.12%−32−1.3%Reduced
Tudor Investment Corp Et Al2,504$1.96M0.03%−27,038−91.5%Reduced
Needham Investment Management LLC2,500$1.96M0.25%00.0%Unchanged
Estate Counselors, LLC2,500$1.96M0.24%00.0%Unchanged
Pitcairn Co2,498$1.96M0.14%−78−3.0%Reduced
Stokes Family Office, LLC2,463$1.93M0.26%−212−7.9%Reduced
Steward Partners Investment Advisory, LLC2,457$1.92M0.03%−2,637−51.8%Reduced
Signaturefd, LLC2,451$1.92M0.04%+122+5.2%Added
Consolidated Portfolio Review Corp2,435$1.91M0.44%00.0%Unchanged
Invera Wealth Advisors, LLC2,434$1.91M1.19%+2,434New
Morse Asset Management, Inc2,429$1.90M0.56%−26−1.1%Reduced
Horizon Investments, LLC2,418$1.89M0.05%+1,436+146.2%Added
Prelude Capital Management, LLC2,397$1.88M0.16%−2,475−50.8%Reduced
LCNB Corp2,394$1.88M0.74%−98−3.9%Reduced