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 |
|---|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | 34,496 | $33.5M | 0.77% | −22,865−39.9% | Reduced |
| NewEdge Wealth, LLC | 38,021 | $33.6M | 0.75% | +4,262+12.6% | Added |
| Frontier Capital Management Co LLC | 34,752 | $33.8M | 0.32% | −2,873−7.6% | Reduced |
| Liontrust Investment Partners LLP | 35,000 | $34.0M | 0.47% | +19,000+118.8% | Added |
| UniSuper Management Pty Ltd | 35,021 | $34.0M | 0.33% | +19,327+123.1% | Added |
| Assenagon Asset Management S.A. | 35,175 | $34.2M | 0.09% | −67,828−65.9% | Reduced |
| Qube Research & Technologies Ltd | 35,290 | $34.3M | 0.06% | +31,880+934.9% | Added |
| Baird Financial Group, Inc. | 35,820 | $34.8M | 0.07% | −5,618−13.6% | Reduced |
| MetLife Investment Management | 35,865 | $34.8M | 0.23% | −1,264−3.4% | Reduced |
| DnB Asset Management AS | 36,217 | $35.2M | 0.18% | −4,883−11.9% | Reduced |
| Neville Rodie & Shaw Inc | 36,276 | $35.2M | 2.69% | −758−2.0% | Reduced |
| Comerica Bank | 36,384 | $35.3M | 0.15% | −1,443−3.8% | Reduced |
| Braun Stacey Associates Inc | 37,014 | $36.0M | 1.42% | −1,090−2.9% | Reduced |
| AXA S.A. | 37,075 | $36.0M | 0.11% | −2,221−5.7% | Reduced |
| Calamos Advisors LLC | 37,253 | $36.2M | 0.18% | +19,703+112.3% | Added |
| Citadel Advisors LLC | 37,275 | $36.2M | 0.03% | −241,178−86.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 37,500 | $36.4M | 1.29% | −6,200−14.2% | Reduced |
| TCW Group Inc | 37,548 | $36.5M | 0.37% | +427+1.2% | Added |
| Arizona State Retirement System | 37,821 | $36.7M | 0.25% | −1,715−4.3% | Reduced |
| Vontobel Holding Ltd. | 37,947 | $36.9M | 0.29% | +2,863+8.2% | Added |
| Harbor Island Capital LLC | 37,972 | $36.9M | 16.90% | −1,930−4.8% | Reduced |
| State of Michigan Retirement System | 38,180 | $37.1M | 0.20% | −200−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 38,534 | $37.4M | 0.11% | +3,643+10.4% | Added |
| Cerity Partners LLC | 38,666 | $37.6M | 0.10% | −303,473−88.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 38,857 | $37.8M | 0.06% | +6,701+20.8% | Added |
| CIBC Asset Management Inc | 38,879 | $37.8M | 0.13% | +1,926+5.2% | Added |
| Renaissance Group LLC | 39,644 | $38.5M | 1.46% | −5,229−11.7% | Reduced |
| Commonwealth Equity Services, LLC | 40,300 | $39.2M | 0.07% | +3,376+9.1% | Added |
| Laurion Capital Management LP | 40,441 | $39.3M | 1.09% | +40,441 | New |
| APG Asset Management US Inc. | 40,312 | $39.6M | 0.23% | +13,975+53.1% | Added |
| Glenmede Trust Co NA | 41,050 | $39.9M | 0.20% | −6,455−13.6% | Reduced |
| Forsta Ap-Fonden | 41,100 | $39.9M | 0.34% | +2,000+5.1% | Added |
| Nicholas Company, Inc. | 42,595 | $41.4M | 0.68% | −17,865−29.5% | Reduced |
| Nisa Investment Advisors, LLC | 44,102 | $42.9M | 0.28% | −4,556−9.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 45,536 | $44.2M | 0.04% | 00.0% | Unchanged |
| Creative Planning | 45,592 | $44.3M | 0.05% | +1,894+4.3% | Added |
| US Bancorp | 46,343 | $45.0M | 0.06% | −2,036−4.2% | Reduced |
| Federated Hermes, Inc. | 46,892 | $45.6M | 0.10% | −7,066−13.1% | Reduced |
| Ci Investments Inc. | 47,112 | $45.8M | 0.18% | −2,089−4.2% | Reduced |
| Ninety One UK Ltd | 47,458 | $46.1M | 0.13% | +45+0.1% | Added |
| American International Group, Inc. | 47,625 | $46.3M | 0.17% | −889−1.8% | Reduced |
| FIL Ltd | 47,798 | $46.4M | 0.05% | −11,517−19.4% | Reduced |
| Truist Financial Corp | 47,934 | $46.6M | 0.07% | −4,355−8.3% | Reduced |
| State of Tennessee, Treasury Department | 47,980 | $46.6M | 0.17% | +280+0.6% | Added |
| Resona Asset Management Co.,Ltd. | 48,274 | $46.9M | 0.28% | +48,274 | New |
| ARS Investment Partners, LLC | 48,294 | $46.9M | 4.68% | −3,810−7.3% | Reduced |
| Guinness Asset Management LTD | 48,453 | $47.1M | 0.98% | +4,081+9.2% | Added |
| QRG Capital Management, Inc. | 48,547 | $47.2M | 0.60% | +2,604+5.7% | Added |
| Bank of Nova Scotia | 48,628 | $47.2M | 0.10% | −34,482−41.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 48,623 | $47.2M | 0.05% | −10,510−17.8% | Reduced |
| Mercer Global Advisors Inc | 49,253 | $47.9M | 0.14% | +1,427+3.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,787 | $48.4M | 0.91% | +461+0.9% | Added |
| Colony Group, LLC | 50,544 | $49.1M | 0.40% | +5,123+11.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,877 | $49.4M | 0.17% | −2,477−4.6% | Reduced |
| Janney Montgomery Scott LLC | 50,889 | $49.4M | 0.15% | −2,181−4.1% | Reduced |
| Marex Group plc | 51,100 | $49.6M | 1.61% | +51,100 | New |
| HighTower Advisors, LLC | 51,801 | $50.7M | 0.08% | −945−1.8% | Reduced |
| Triple Frond Partners LLC | 52,530 | $51.0M | 5.81% | −9,530−15.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 53,284 | $51.8M | 0.38% | −10,400−16.3% | Reduced |
| Castleark Management LLC | 54,202 | $52.7M | 2.19% | +1,410+2.7% | Added |
| Value Aligned Research Advisors, LLC | 54,631 | $53.1M | 10.47% | −4,940−8.3% | Reduced |
| Tairen Capital Ltd | 54,632 | $53.1M | 3.25% | +54,632 | New |
| Crosslink Capital Inc | 54,960 | $53.4M | 7.61% | −17,539−24.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 55,500 | $54.0M | 0.61% | +17,000+44.2% | Added |
| Panagora Asset Management Inc | 56,982 | $55.4M | 0.29% | −20,376−26.3% | Reduced |
| Handelsbanken Fonder AB | 57,405 | $55.8M | 0.24% | +3,456+6.4% | Added |
| Flputnam Investment Management Co | 59,151 | $57.5M | 1.22% | −2,150−3.5% | Reduced |
| Jupiter Asset Management Ltd | 60,573 | $58.9M | 0.56% | −11,079−15.5% | Reduced |
| STRS Ohio | 60,809 | $59.1M | 0.24% | −3,361−5.2% | Reduced |
| Treasurer of the State of North Carolina | 62,477 | $60.7M | 0.27% | +408+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 62,805 | $61.0M | 0.21% | −4,825−7.1% | Reduced |
| Vaughan David Investments LLC | 62,896 | $61.1M | 1.52% | −2,720−4.1% | Reduced |
| Royal London Asset Management Ltd | 63,394 | $61.6M | 0.15% | −2,737−4.1% | Reduced |
| Asset Management One Co.,Ltd. | 64,086 | $62.3M | 0.24% | −1,298−2.0% | Reduced |
| British Columbia Investment Management Corp | 64,889 | $63.0M | 0.44% | −7,065−9.8% | Reduced |
| Fort Pitt Capital Group, LLC | 65,658 | $63.8M | 1.97% | −4,723−6.7% | Reduced |
| SG Americas Securities, LLC | 66,042 | $64.2M | 0.33% | +45,236+217.4% | Added |
| Jane Street Group, LLC | 66,083 | $64.2M | 0.08% | −25,957−28.2% | Reduced |
| DekaBank Deutsche Girozentrale | 66,621 | $64.4M | 0.12% | −62,979−48.6% | Reduced |
| Public Employees Retirement System of Ohio | 66,402 | $64.5M | 0.25% | −3,661−5.2% | Reduced |
| Worldquant Millennium Advisors LLC | 68,767 | $66.8M | 0.82% | +68,767 | New |
| Ensign Peak Advisors, Inc | 68,975 | $67.0M | 0.12% | −959−1.4% | Reduced |
| Aviva PLC | 69,333 | $67.4M | 0.22% | −2,989−4.1% | Reduced |
| Natixis Advisors, L.P. | 70,006 | $68.0M | 0.16% | −2,159−3.0% | Reduced |
| ING Groep NV | 70,332 | $68.3M | 0.47% | −497−0.7% | Reduced |
| Bridgewater Associates, LP | 70,393 | $68.4M | 0.35% | +62,835+831.4% | Added |
| CIBC World Markets Corp | 71,487 | $69.5M | 0.46% | +9,222+14.8% | Added |
| Pinnacle Associates Ltd | 72,208 | $70.2M | 1.11% | −5,735−7.4% | Reduced |
| Parnassus Investments | 73,140 | $71.1M | 0.15% | −50,373−40.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 73,483 | $71.4M | 0.23% | −1,153−1.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 75,532 | $73.4M | 0.16% | +4,611+6.5% | Added |
| State of New Jersey Common Pension Fund D | 75,565 | $73.4M | 0.22% | 00.0% | Unchanged |
| Stifel Financial Corp | 76,186 | $74.0M | 0.08% | −585−0.8% | Reduced |
| Susquehanna International Group, LLP | 78,495 | $76.3M | 0.11% | −6,314−7.4% | Reduced |
| Zurich Insurance Group Ltd | 79,048 | $76.8M | 0.70% | +74,848+1,782.1% | Added |
| Squarepoint Ops LLC | 80,823 | $78.5M | 0.32% | +59,895+286.2% | Added |
| LPL Financial LLC | 81,048 | $78.7M | 0.04% | +7,604+10.4% | Added |
| Pinebridge Investments, L.P. | 81,097 | $78.8M | 0.63% | +33,287+69.6% | Added |
| Storebrand Asset Management AS | 81,791 | $79.5M | 0.27% | −3,566−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 150,859 | $80.0M | 0.19% | +3,745+2.5% | Added |