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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
Goodman Advisory Group, LLC1,696$1.33M0.45%−1,138−40.2%Reduced
Clifford Swan Investment Counsel LLC1,694$1.33M0.05%−1−0.1%Reduced
Camden Capital, LLC1,693$1.33M0.14%+872+106.2%Added
Perpetual Ltd1,689$1.32M0.01%−99−5.5%Reduced
Axxcess Wealth Management, LLC1,664$1.30M0.04%−174−9.5%Reduced
NVWM, LLC1,652$1.30M0.39%−130−7.3%Reduced
Headlands Technologies LLC1,654$1.30M0.39%+1,654New
Lake Street Advisors Group, LLC1,649$1.29M0.06%+1,649New
Qtron Investments LLC1,646$1.29M0.21%+315+23.7%Added
Glen Eagle Advisors, LLC1,645$1.29M0.27%+67+4.2%Added
Old National Bancorp1,644$1.29M0.03%−45−2.7%Reduced
Burr Financial Services, LLC1,361$1.28M0.98%+1,361New
Wade G W & Inc1,624$1.27M0.04%+915+129.1%Added
Syon Capital LLC1,622$1.27M0.13%+314+24.0%Added
Global X Japan Co., Ltd.1,621$1.27M0.72%+1,621New
Signature Wealth Management Group1,613$1.26M0.58%+1,613New
Schechter Investment Advisors, LLC1,613$1.26M0.11%−66−3.9%Reduced
Paragon Advisors, LLC1,608$1.26M0.53%+789+96.3%Added
Clearstead Advisors, LLC1,607$1.26M0.07%−440−21.5%Reduced
CWA Asset Management Group, LLC1,601$1.25M0.09%+440+37.9%Added
Encompass Wealth Advisors, LLC1,597$1.25M0.38%+10+0.6%Added
JT Stratford LLC1,589$1.24M0.28%+123+8.4%Added
WSFS Capital Management, LLC1,583$1.24M0.08%−104−6.2%Reduced
Alpha Cubed Investments, LLC1,583$1.24M0.07%+1,583New
Community Bank, N.A.1,572$1.23M0.16%−34−2.1%Reduced
Summit Global Investments1,567$1.23M0.08%+110+7.5%Added
Belpointe Asset Management LLC1,564$1.23M0.11%−32−2.0%Reduced
Marietta Investment Partners LLC1,563$1.22M0.30%−30−1.9%Reduced
Trust Asset Management LLC1,558$1.22M0.12%00.0%Unchanged
Knowledge Leaders Capital, LLC1,551$1.21M1.91%−50−3.1%Reduced
KCM Investment Advisors LLC1,544$1.21M0.05%−56−3.5%Reduced
We Are One Seven, LLC1,533$1.20M0.07%+84+5.8%Added
Foundations Investment Advisors, LLC1,427$1.19M0.03%+1,095+329.8%Added
Lecap Asset Management Ltd1,516$1.19M0.43%+1,516New
Johnson Investment Counsel Inc1,506$1.18M0.01%−73−4.6%Reduced
Cohen Klingenstein LLC1,500$1.17M0.05%00.0%Unchanged
Black Swift Group, LLC1,500$1.17M0.35%+1,500New
Lincoln National Corp1,499$1.17M0.02%+63+4.4%Added
Bedell Frazier Investment Counseling, LLC1,499$1.17M0.32%−34−2.2%Reduced
Brighton Jones LLC1,498$1.17M0.05%−94−5.9%Reduced
MBM Wealth Consultants, LLC1,387$1.17M0.44%−23−1.6%Reduced
Smithfield Trust Co1,491$1.17M0.07%−48−3.1%Reduced
Scotia Capital Inc.1,465$1.15M0.01%+26+1.8%Added
Vise Technologies, Inc.1,459$1.14M0.25%−314−17.7%Reduced
GraniteShares Advisors LLC1,457$1.14M1.03%−243−14.3%Reduced
Mechanics Bank Trust Department1,457$1.14M0.18%−10−0.7%Reduced
Montag A & Associates Inc1,446$1.14M0.06%+81+5.9%Added
Argonautica Private Wealth Management, Inc1,439$1.13M0.46%00.0%Unchanged
Clear Creek Financial Management, LLC1,425$1.12M0.18%+83+6.2%Added
Texas Capital Bancshares Inc1,425$1.12M0.59%00.0%Unchanged
Principal Securities, Inc.1,421$1.11M0.04%+1,421New
Strong Tower Advisory Services1,417$1.11M0.49%+27+1.9%Added
Cigna Investments Inc1,402$1.10M0.23%−38−2.6%Reduced
O'Neil Global Advisors, Inc.1,400$1.10M0.64%+1,400New
KRS Capital Management, LLC1,398$1.10M1.02%−40−2.8%Reduced
Change Path, LLC1,393$1.09M0.07%−5−0.4%Reduced
Albert D Mason Inc1,385$1.08M0.72%−7−0.5%Reduced
Arrowstreet Capital, Limited Partnership1,381$1.08M0.00%−7,394−84.3%Reduced
First Hawaiian Bank1,379$1.08M0.03%−670−32.7%Reduced
Penobscot Investment Management Company, Inc.1,372$1.07M0.13%+17+1.3%Added
Centennial Bank1,352$1.06M0.63%−14−1.0%Reduced
RAM Investment Partners, LLC1,348$1.06M0.37%+219+19.4%Added
Advisor Resource Council1,342$1.05M0.12%+1,342New
Lifeworks Advisors, LLC1,340$1.05M0.36%+1,340New
Herold Advisors, Inc.1,337$1.05M0.29%00.0%Unchanged
Mutual Advisors, LLC1,335$1.05M0.04%+93+7.5%Added
Phraction Management LLC1,332$1.04M0.44%−219−14.1%Reduced
Core Alternative Capital1,328$1.04M0.18%00.0%Unchanged
Abundance Wealth Counselors1,325$1.04M0.27%+9+0.7%Added
Legacy Wealth Asset Management, LLC1,319$1.03M0.34%−13−1.0%Reduced
SageView Advisory Group, LLC1,235$1.03M0.04%+850+220.8%Added
Rehmann Capital Advisory Group1,315$1.03M0.09%−46−3.4%Reduced
World Equity Group, Inc.1,314$1.03M0.21%00.0%Unchanged
CFO4Life Group, LLC1,290$1.01M0.19%−124−8.8%Reduced
Edgestream Partners, L.P.1,289$1.01M0.07%+967+300.3%Added
Wedmont Private Capital1,333$1.01M0.08%+179+15.5%Added
Proequities, Inc.1,283$1.01M0.07%−25−1.9%Reduced
Polymer Capital Management (HK) LTD1,280$1.00M0.35%+1,280New
ICICI Prudential Asset Management Co Ltd1,279$1.00M0.12%+100+8.5%Added
Valeo Financial Advisors, LLC1,278$1.00M0.04%+292+29.6%Added
Merit Financial Group, LLC1,278$1.00M0.03%−928−42.1%Reduced
Chilton Investment Co LLC1,271$995.5K0.03%+438+52.6%Added
Parallel Advisors, LLC1,270$994.7K0.03%−19−1.5%Reduced
Salomon & Ludwin, LLC1,587$994.7K0.10%00.0%Unchanged
Independent Financial Group, LLC1,265$990.6K0.05%+120+10.5%Added
Seeds Investor LLC1,261$988.0K1.12%+1,261New
Carr Financial Group Corp1,247$976.7K0.36%00.0%Unchanged
Paloma Partners Management Co1,246$975.9K0.16%−3−0.2%Reduced
XTX Topco Ltd1,232$965.0K0.21%−595−32.6%Reduced
Hollencrest Capital Management1,229$962.9K0.09%00.0%Unchanged
Davis Selected Advisers1,228$961.8K0.01%00.0%Unchanged
Fidelis Capital Partners, LLC1,226$960.3K0.21%+112+10.1%Added
Resources Investment Advisors, LLC.1,226$960.0K0.02%+181+17.3%Added
Crestwood Advisors Group LLC1,218$954.4K0.02%+806+195.6%Added
Icon Wealth Advisors, LLC1,212$949.3K0.10%+1,212New
Joel Isaacson & Co., LLC1,208$946.3K0.06%00.0%Unchanged
Geneva Partners, LLC1,200$940.2K0.52%−1,024−46.0%Reduced
American State Bank (Iowa)1,200$939.9K0.60%00.0%Unchanged
Clarius Group, LLC1,196$936.8K0.08%−83−6.5%Reduced
WR Wealth Planners, LLC1,187$929.4K0.35%00.0%Unchanged