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 6 sales; 3,142 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, Q1 2024
Institutional positions in Lam Research Corp as of Mar 31, 2024. 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
- 1,732
- +122 vs. Q4 2023
- Shares held
- 110.3M
- −827.0K (−0.7%) vs. Q4 2023
- Total value
- $107.0B
- +$20.2B (+23.3%) vs. Q4 2023
- New holders
- 228
- 557 more added
- Sold out
- 106
- 699 more reduced
22 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 8,649 | $8.42M | 0.10% | +166+2.0% | Added |
| HB Wealth Management, LLC | 8,671 | $8.42M | 0.11% | −1,078−11.1% | Reduced |
| Level Four Advisory Services, LLC | 10,822 | $8.48M | 0.47% | +634+6.2% | Added |
| KWMG, LLC | 8,732 | $8.48M | 0.93% | −338−3.7% | Reduced |
| Taylor Hoffman Wealth Management | 8,776 | $8.53M | 3.62% | −94−1.1% | Reduced |
| Financial Partners Group, LLC | 8,790 | $8.54M | 3.30% | 00.0% | Unchanged |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8,800 | $8.55M | 0.82% | −1,400−13.7% | Reduced |
| Marlowe Partners LP | 8,809 | $8.56M | 22.52% | −2,422−21.6% | Reduced |
| Sandler Capital Management | 8,830 | $8.58M | 1.05% | +8,830 | New |
| Horizon Investment Services, LLC | 8,847 | $8.60M | 4.21% | −382−4.1% | Reduced |
| Picton Mahoney Asset Management | 8,923 | $8.67M | 0.36% | +4,606+106.7% | Added |
| Coldstream Capital Management Inc | 8,938 | $8.68M | 0.22% | +261+3.0% | Added |
| Seizert Capital Partners, LLC | 8,948 | $8.69M | 0.40% | +56+0.6% | Added |
| Sitrin Capital Management LLC | 8,966 | $8.71M | 4.76% | −83−0.9% | Reduced |
| Silvant Capital Management LLC | 8,951 | $8.71M | 0.42% | 00.0% | Unchanged |
| Atria Investments LLC | 8,978 | $8.72M | 0.12% | +871+10.7% | Added |
| MAI Capital Management | 9,082 | $8.82M | 0.09% | +1,193+15.1% | Added |
| Engineers Gate Manager LP | 9,093 | $8.83M | 0.23% | +4,766+110.1% | Added |
| Vident Advisory, LLC | 9,110 | $8.85M | 0.18% | −23,217−71.8% | Reduced |
| Carret Asset Management, LLC | 9,125 | $8.87M | 1.04% | −135−1.5% | Reduced |
| Shell Asset Management Co | 8,537 | $9.09M | 0.41% | +1,898+28.6% | Added |
| Fiduciary Trust Co | 9,371 | $9.10M | 0.14% | +44+0.5% | Added |
| Guinness Atkinson Asset Management Inc | 9,452 | $9.18M | 4.31% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,526 | $9.26M | 0.15% | +175+1.9% | Added |
| L & S Advisors Inc | 9,585 | $9.31M | 1.05% | +2,945+44.4% | Added |
| Heron Bay Capital Management | 9,622 | $9.35M | 1.98% | −46−0.5% | Reduced |
| Central Bank & Trust Co | 9,650 | $9.38M | 1.34% | −1,080−10.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 9,678 | $9.40M | 1.03% | −2,584−21.1% | Reduced |
| Cullinan Associates Inc | 9,700 | $9.42M | 0.53% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 9,705 | $9.43M | 1.40% | +200+2.1% | Added |
| Fusion Capital, LLC | 9,715 | $9.44M | 4.32% | −964−9.0% | Reduced |
| Maryland State Retirement & Pension System | 10,333 | $9.50M | 0.19% | +87+0.8% | Added |
| Modera Wealth Management, LLC | 9,779 | $9.50M | 0.14% | −1,219−11.1% | Reduced |
| Summit Street Capital Management, LLC | 9,787 | $9.51M | 3.65% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 9,789 | $9.51M | 1.38% | +461+4.9% | Added |
| Jackson Wealth Management, LLC | 9,796 | $9.52M | 1.19% | +329+3.5% | Added |
| Sustainable Insight Capital Management, LLC | 9,881 | $9.60M | 6.93% | +9,881 | New |
| Prime Capital Investment Advisors, LLC | 9,894 | $9.61M | 0.13% | −7,145−41.9% | Reduced |
| Contravisory Investment Management, Inc. | 9,931 | $9.65M | 2.14% | −193−1.9% | Reduced |
| Kentucky Retirement Systems | 9,956 | $9.67M | 0.29% | −589−5.6% | Reduced |
| Raymond James Trust N.A. | 9,966 | $9.68M | 0.23% | +204+2.1% | Added |
| Violich Capital Management, Inc. | 10,000 | $9.72M | 1.39% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,047 | $9.76M | 0.04% | −611−5.7% | Reduced |
| Marco Investment Management LLC | 10,050 | $9.76M | 0.92% | −5,997−37.4% | Reduced |
| Baldwin Investment Management, LLC | 10,130 | $9.84M | 1.33% | +266+2.7% | Added |
| Mediolanum International Funds Ltd | 10,250 | $9.90M | 0.16% | +10,250 | New |
| Capital International Investors | 10,295 | $10.0M | 0.00% | +5,544+116.7% | Added |
| Valley National Advisers Inc | 10,344 | $10.0M | 1.52% | −571−5.2% | Reduced |
| Gateway Investment Advisers LLC | 10,370 | $10.1M | 0.11% | −119−1.1% | Reduced |
| Point72 (DIFC) Ltd | 10,410 | $10.1M | 0.78% | +10,410 | New |
| Carderock Capital Management Inc | 10,483 | $10.2M | 2.85% | −2,665−20.3% | Reduced |
| Financial Counselors Inc | 10,514 | $10.2M | 0.17% | −25−0.2% | Reduced |
| Banque Pictet & Cie SA | 10,645 | $10.3M | 0.11% | −1,212−10.2% | Reduced |
| Investment Management Corp of Ontario | 10,679 | $10.4M | 0.31% | −20,109−65.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,851 | $10.5M | 0.09% | −708−6.1% | Reduced |
| Systematic Alpha Investments, LLC | 10,889 | $10.6M | 0.42% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,900 | $10.6M | 3.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,985 | $10.7M | 0.16% | +672+6.5% | Added |
| Steel Peak Wealth Management LLC | 10,975 | $10.7M | 0.55% | +5,916+116.9% | Added |
| Gulf International Bank (UK) Ltd | 11,086 | $10.8M | 0.27% | +54+0.5% | Added |
| SpiderRock Advisors, LLC | 11,661 | $10.8M | 0.35% | +11,661 | New |
| Oregon Public Employees Retirement Fund | 11,215 | $10.9M | 0.22% | −10,101−47.4% | Reduced |
| Trexquant Investment LP | 11,218 | $10.9M | 0.22% | +11,218 | New |
| Kovitz Investment Group Partners, LLC | 11,283 | $11.0M | 0.14% | −2,354−17.3% | Reduced |
| Nilsine Partners, LLC | 11,504 | $11.2M | 1.53% | +185+1.6% | Added |
| Chartwell Investment Partners, LLC | 11,648 | $11.3M | 0.39% | −2,275−16.3% | Reduced |
| Employees Retirement System of Texas | 11,689 | $11.4M | 0.12% | −2,621−18.3% | Reduced |
| YHB Investment Advisors, Inc. | 11,777 | $11.4M | 1.01% | −278−2.3% | Reduced |
| Intech Investment Management LLC | 11,779 | $11.4M | 0.16% | −36,119−75.4% | Reduced |
| Bamco Inc | 11,790 | $11.5M | 0.03% | +1,490+14.5% | Added |
| Advisory Services Network, LLC | 11,917 | $11.6M | 0.26% | −313−2.6% | Reduced |
| Kestra Advisory Services, LLC | 11,935 | $11.6M | 0.08% | +2,110+21.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,058 | $11.7M | 0.13% | +2,133+21.5% | Added |
| First Citizens Bank & Trust Co | 12,060 | $11.7M | 0.22% | +1,613+15.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,176 | $11.8M | 0.05% | −2,270−15.7% | Reduced |
| Groupama Asset Managment | 9,973 | $11.9M | 0.22% | −20,885−67.7% | Reduced |
| Tower Research Capital LLC (TRC) | 12,409 | $12.1M | 0.29% | −11,601−48.3% | Reduced |
| Elo Mutual Pension Insurance Co | 12,519 | $12.2M | 0.29% | +975+8.4% | Added |
| M&T Bank Corp | 12,649 | $12.3M | 0.04% | −498−3.8% | Reduced |
| Ossiam | 12,713 | $12.4M | 0.22% | −25,407−66.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,816 | $12.5M | 0.14% | +1,105+9.4% | Added |
| FORA Capital, LLC | 12,833 | $12.5M | 1.03% | +4,346+51.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,838 | $12.5M | 0.16% | +567+4.6% | Added |
| Maytus Capital Management, LLC | 13,000 | $12.6M | 5.35% | +4,000+44.4% | Added |
| Wealthfront Advisers LLC | 13,031 | $12.7M | 0.04% | +618+5.0% | Added |
| Means Investment Co., Inc. | 13,102 | $12.7M | 1.65% | −105−0.8% | Reduced |
| Covington Investment Advisors Inc. | 13,121 | $12.7M | 2.08% | +460+3.6% | Added |
| Railway Pension Investments Ltd | 13,400 | $13.0M | 0.13% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 13,495 | $13.1M | 1.95% | −269−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,594 | $13.2M | 0.16% | −2,830−17.2% | Reduced |
| Nemes Rush Group LLC | 13,625 | $13.2M | 1.90% | −60−0.4% | Reduced |
| JustInvest LLC | 13,826 | $13.4M | 0.29% | +834+6.4% | Added |
| Ieq Capital, LLC | 13,856 | $13.5M | 0.19% | +597+4.5% | Added |
| Verition Fund Management LLC | 13,992 | $13.6M | 0.13% | +4,433+46.4% | Added |
| D. E. Shaw & Co., Inc. | 14,044 | $13.6M | 0.02% | −44,654−76.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,067 | $13.7M | 0.02% | −1,525−9.8% | Reduced |
| LMCG Investments, LLC | 14,080 | $13.7M | 0.81% | −630−4.3% | Reduced |
| King Luther Capital Management Corp | 14,220 | $13.8M | 0.06% | +3,842+37.0% | Added |
| Matthews International Capital Management LLC | 14,290 | $13.9M | 2.73% | +7,285+104.0% | Added |
| Ethic Inc. | 14,586 | $14.2M | 0.36% | +48+0.3% | Added |