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 |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 14,657 | $14.2M | 0.32% | −5,736−28.1% | Reduced |
| National Asset Management, Inc. | 22,686 | $14.3M | 0.39% | −1,477−6.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 14,765 | $14.3M | 0.33% | −227−1.5% | Reduced |
| Empire Life Investments Inc. | 14,806 | $14.4M | 0.88% | −5,168−25.9% | Reduced |
| BTC Capital Management, Inc. | 14,956 | $14.5M | 1.33% | +14,956 | New |
| Illinois Municipal Retirement Fund | 15,037 | $14.6M | 0.22% | −3,147−17.3% | Reduced |
| Prudential PLC | 15,188 | $14.8M | 0.12% | +6,351+71.9% | Added |
| Fifth Third Bancorp | 15,310 | $14.9M | 0.06% | +309+2.1% | Added |
| Crossmark Global Holdings, Inc. | 15,404 | $15.0M | 0.29% | −1,100−6.7% | Reduced |
| Generate Investment Management Ltd | 15,428 | $15.0M | 1.18% | +109+0.7% | Added |
| Point72 Hong Kong Ltd | 15,597 | $15.2M | 0.76% | +579+3.9% | Added |
| Cozad Asset Management Inc | 15,814 | $15.4M | 1.60% | −542−3.3% | Reduced |
| Twin Tree Management, LP | 15,914 | $15.5M | 0.35% | +6,838+75.3% | Added |
| Wolverine Trading, LLC | 16,700 | $16.2M | 0.16% | +10,134+154.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 16,797 | $16.3M | 2.82% | −15−0.1% | Reduced |
| South Dakota Investment Council | 16,966 | $16.5M | 0.34% | −400−2.3% | Reduced |
| Eldred Rock Partners, LLC | 16,971 | $16.5M | 8.99% | +174+1.0% | Added |
| Shelton Capital Management | 17,132 | $16.6M | 0.48% | −93−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,193 | $16.7M | 0.06% | +6,011+53.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 17,267 | $16.8M | 0.75% | +17,267 | New |
| iA Global Asset Management Inc. | 17,335 | $16.8M | 0.34% | +194+1.1% | Added |
| Terry L. Blaker | 17,839 | $17.3M | 1.30% | −138−0.8% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $17.4M | 0.34% | −600−3.2% | Reduced |
| Lido Advisors, LLC | 17,872 | $17.4M | 0.16% | +673+3.9% | Added |
| Achmea Investment Management B.V. | 18,021 | $17.5M | 0.33% | −709−3.8% | Reduced |
| PGGM Investments | 18,107 | $17.6M | 0.26% | +3,326+22.5% | Added |
| Advisor Group Holdings, Inc. | 18,186 | $17.7M | 0.04% | −15,009−45.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,495 | $18.0M | 0.07% | +748+4.2% | Added |
| Public Employees Retirement Association of Colorado | 18,796 | $18.3M | 0.08% | −1,093−5.5% | Reduced |
| Yousif Capital Management, LLC | 18,798 | $18.3M | 0.20% | −594−3.1% | Reduced |
| Linscomb & Williams, Inc. | 18,820 | $18.3M | 0.94% | −872−4.4% | Reduced |
| Gradient Investments LLC | 18,960 | $18.4M | 0.43% | +4,330+29.6% | Added |
| State of Alaska, Department of Revenue | 19,182 | $18.6M | 0.21% | −1,715−8.2% | Reduced |
| Burney Co | 19,284 | $18.7M | 0.71% | −363−1.8% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,462 | $18.9M | 4.62% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 19,463 | $18.9M | 2.17% | −568−2.8% | Reduced |
| CBOE Vest Financial, LLC | 19,627 | $19.1M | 0.51% | +3,129+19.0% | Added |
| Great Lakes Advisors, LLC | 19,833 | $19.3M | 0.16% | −1,669−7.8% | Reduced |
| New York Life Investment Management LLC | 19,848 | $19.3M | 0.19% | −858−4.1% | Reduced |
| Mutual of America Capital Management LLC | 19,871 | $19.3M | 0.21% | −253−1.3% | Reduced |
| Gratus Capital LLC | 20,004 | $19.4M | 0.90% | +1,343+7.2% | Added |
| CIBC World Markets Inc. | 20,152 | $19.6M | 0.05% | −5,220−20.6% | Reduced |
| Profund Advisors LLC | 20,176 | $19.6M | 0.76% | +1,101+5.8% | Added |
| Capitolis Liquid Global Markets LLC | 20,300 | $19.7M | 0.32% | +20,300 | New |
| Hosking Partners LLP | 21,106 | $20.5M | 0.76% | −66−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 21,161 | $20.6M | 0.81% | +2,682+14.5% | Added |
| Degroof Petercam Asset Management | 21,400 | $20.8M | 0.25% | +350+1.7% | Added |
| Federation des caisses Desjardins du Quebec | 24,815 | $21.1M | 0.15% | −6,287−20.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,722 | $21.1M | 0.31% | −521−2.3% | Reduced |
| Moneta Group Investment Advisors LLC | 21,982 | $21.4M | 0.35% | −2,168−9.0% | Reduced |
| Assetmark, Inc | 22,054 | $21.4M | 0.07% | +14+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 22,134 | $21.8M | 1.99% | −2,491−10.1% | Reduced |
| Utah Retirement Systems | 22,848 | $22.2M | 0.26% | −30−0.1% | Reduced |
| Czech National Bank | 23,067 | $22.4M | 0.29% | −19−0.1% | Reduced |
| Pacer Advisors, Inc. | 23,119 | $22.5M | 0.05% | +2,243+10.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,308 | $22.6M | 0.10% | +23,308 | New |
| Andra AP-fonden | 23,500 | $22.8M | 0.41% | +23,500 | New |
| Stephens Inc | 23,781 | $23.1M | 0.36% | −2,465−9.4% | Reduced |
| Leuthold Group, LLC | 23,935 | $23.3M | 2.62% | −3,254−12.0% | Reduced |
| Optiver Holding B.V. | 23,940 | $23.3M | 0.96% | +16,616+226.9% | Added |
| Nippon Life Global Investors Americas, Inc. | 23,940 | $23.3M | 1.09% | +10,530+78.5% | Added |
| Transform Wealth, LLC | 24,009 | $23.4M | 2.22% | −1,241−4.9% | Reduced |
| Jefferies Financial Group Inc. | 24,300 | $23.6M | 0.48% | +24,300 | New |
| M&G Plc | 25,333 | $24.6M | 0.15% | +25,333 | New |
| Nomura Holdings Inc | 25,737 | $25.0M | 0.20% | +23,085+870.5% | Added |
| Capco Asset Management, LLC | 25,868 | $25.1M | 6.03% | −11,483−30.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 25,934 | $25.2M | 1.54% | −8,508−24.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,220 | $25.5M | 0.07% | −10,328−28.3% | Reduced |
| Holocene Advisors, LP | 26,379 | $25.6M | 0.09% | −12,698−32.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,615 | $25.9M | 0.30% | +10,335+63.5% | Added |
| Huntington National Bank | 26,967 | $26.2M | 0.21% | +1,306+5.1% | Added |
| Texas Permanent School Fund | 27,102 | $26.3M | 0.21% | −111−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 27,119 | $26.3M | 0.30% | +16,065+145.3% | Added |
| IFM Investors Pty Ltd | 27,192 | $26.4M | 0.29% | −303−1.1% | Reduced |
| Cincinnati Financial Corp | 27,724 | $26.9M | 0.59% | 00.0% | Unchanged |
| Cetera Investment Advisers | 27,797 | $27.0M | 0.06% | +15,010+117.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,826 | $27.0M | 0.30% | −100−0.4% | Reduced |
| Pathstone Holdings, LLC | 27,970 | $27.2M | 0.13% | +5,957+27.1% | Added |
| Clough Capital Partners L P | 28,027 | $27.2M | 2.99% | −2,991−9.6% | Reduced |
| Amalgamated Bank | 28,541 | $27.7M | 0.24% | −6,128−17.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,781 | $28.0M | 0.19% | −80−0.3% | Reduced |
| Retirement Systems of Alabama | 28,937 | $28.1M | 0.11% | −109−0.4% | Reduced |
| Lazard Asset Management LLC | 29,328 | $28.5M | 0.03% | +130+0.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,462 | $28.6M | 0.55% | +1,756+6.3% | Added |
| Williams Jones Wealth Management, LLC. | 29,535 | $28.7M | 0.37% | −94−0.3% | Reduced |
| Arvest Trust Co N A | 29,603 | $28.8M | 1.63% | −1,299−4.2% | Reduced |
| Tudor Investment Corp Et Al | 30,008 | $29.2M | 0.36% | +27,504+1,098.4% | Added |
| Daiwa Securities Group Inc. | 30,984 | $30.1M | 0.17% | +4,597+17.4% | Added |
| Xponance, Inc. | 31,630 | $30.7M | 0.32% | +476+1.5% | Added |
| Artemis Investment Management LLP | 31,671 | $30.8M | 0.40% | −26,862−45.9% | Reduced |
| Swiss Life Asset Management Ltd | 31,744 | $30.8M | 0.43% | −7,801−19.7% | Reduced |
| Alberta Investment Management Corp | 31,857 | $31.0M | 0.31% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 31,857 | $31.0M | 4.52% | −2,814−8.1% | Reduced |
| USS Investment Management Ltd | 32,021 | $31.1M | 0.26% | +902+2.9% | Added |
| Teacher Retirement System of Texas | 32,532 | $31.6M | 0.20% | −11,814−26.6% | Reduced |
| Thrivent Financial for Lutherans | 33,367 | $32.4M | 0.07% | −182−0.5% | Reduced |
| Varma Mutual Pension Insurance Co | 33,400 | $32.5M | 0.28% | +20,400+156.9% | Added |
| Wellington Management Group LLP | 33,809 | $32.8M | 0.01% | −5,972−15.0% | Reduced |
| Nissay Asset Management Corp | 33,841 | $32.9M | 0.23% | +7,251+27.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 33,800 | $32.9M | 0.82% | +403+1.2% | Added |