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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 83,044 | $80.7M | 0.13% | −551−0.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 83,315 | $80.9M | 0.19% | +28,292+51.4% | Added |
| American Century Companies Inc | 84,483 | $82.1M | 0.05% | +10,050+13.5% | Added |
| Associated Banc-Corp | 86,025 | $83.6M | 2.65% | −131−0.2% | Reduced |
| APG Asset Management N.V. | 94,440 | $85.0M | 0.15% | −18,556−16.4% | Reduced |
| Wedge Capital Management L L P | 88,687 | $86.2M | 1.39% | −16,880−16.0% | Reduced |
| NZS Capital, LLC | 89,965 | $87.4M | 3.63% | +2,986+3.4% | Added |
| Jennison Associates LLC | 92,233 | $89.6M | 0.06% | +1,004+1.1% | Added |
| Mariner, LLC | 92,324 | $89.7M | 0.19% | −734−0.8% | Reduced |
| Eventide Asset Management, LLC | 94,623 | $91.9M | 1.44% | +9,074+10.6% | Added |
| Los Angeles Capital Management LLC | 94,845 | $92.1M | 0.31% | +1,909+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,145 | $95.4M | 0.11% | +907+0.9% | Added |
| Danske Bank A/S | 99,683 | $96.8M | 0.30% | +99,683 | New |
| Guggenheim Capital LLC | 100,397 | $97.5M | 0.69% | −5,980−5.6% | Reduced |
| Nomura Asset Management Co Ltd | 101,023 | $98.2M | 0.36% | +6,763+7.2% | Added |
| Heard Capital LLC | 105,033 | $102.0M | 6.41% | −1,670−1.6% | Reduced |
| Korea Investment CORP | 106,843 | $103.8M | 0.26% | +55,096+106.5% | Added |
| HM Payson & Co | 107,645 | $104.6M | 1.94% | −14,986−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 108,320 | $105.2M | 0.10% | −7,239−6.3% | Reduced |
| Captrust Financial Advisors | 108,631 | $105.5M | 0.39% | −20,974−16.2% | Reduced |
| RE Advisers Corp | 110,800 | $107.5M | 2.52% | −200−0.2% | Reduced |
| Blue Whale Capital LLP | 114,300 | $111.1M | 11.72% | +18,750+19.6% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 115,000 | $111.7M | 1.67% | −3,000−2.5% | Reduced |
| Erste Asset Management GmbH | 116,521 | $112.9M | 1.54% | −258−0.2% | Reduced |
| Capital Fund Management S.A. | 116,502 | $113.2M | 1.38% | +92,586+387.1% | Added |
| Candriam Luxembourg S.C.A. | 118,033 | $114.7M | 0.73% | +35,122+42.4% | Added |
| State of Wisconsin Investment Board | 118,860 | $115.5M | 0.31% | −3,026−2.5% | Reduced |
| Bessemer Group Inc | 120,241 | $116.8M | 0.21% | −38,789−24.4% | Reduced |
| New York State Teachers Retirement System | 121,402 | $118.0M | 0.25% | −7,552−5.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 123,054 | $119.6M | 0.59% | +39,004+46.4% | Added |
| Great West Life Assurance Co | 124,131 | $120.6M | 0.24% | −31,600−20.3% | Reduced |
| Raymond James & Associates | 125,915 | $122.3M | 0.08% | +7,594+6.4% | Added |
| Schroder Investment Management Group | 127,173 | $123.6M | 0.15% | −8,109−6.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 134,471 | $131.1M | 0.30% | −10,442−7.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 136,388 | $132.5M | 0.35% | −132,372−49.3% | Reduced |
| Standard Life Aberdeen plc | 139,289 | $135.3M | 0.27% | +7,020+5.3% | Added |
| Natixis | 142,967 | $138.9M | 0.77% | +132,509+1,267.1% | Added |
| National Bank of Canada | 155,597 | $142.4M | 0.25% | −40,073−20.5% | Reduced |
| SEI Investments Co | 147,486 | $143.3M | 0.21% | −12,336−7.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 148,856 | $144.6M | 0.27% | −44,300−22.9% | Reduced |
| Russell Investments Group, Ltd. | 155,949 | $151.5M | 0.24% | +4,682+3.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 207,213 | $153.6M | 0.33% | +6,532+3.3% | Added |
| Man Group plc | 161,835 | $157.2M | 0.42% | +87,958+119.1% | Added |
| Epoch Investment Partners, Inc. | 165,134 | $160.4M | 0.71% | +20,855+14.5% | Added |
| KBC Group NV | 166,284 | $161.6M | 0.51% | +7,134+4.5% | Added |
| AQR Capital Management LLC | 166,779 | $161.6M | 0.28% | −4,404−2.6% | Reduced |
| Clearbridge Investments, LLC | 171,210 | $166.3M | 0.13% | −39,724−18.8% | Reduced |
| Millennium Management LLC | 171,390 | $166.5M | 0.14% | +149,247+674.0% | Added |
| Neuberger Berman Group LLC | 174,918 | $169.9M | 0.14% | −47,737−21.4% | Reduced |
| ProShare Advisors LLC | 175,654 | $170.7M | 0.45% | +27,981+18.9% | Added |
| Victory Capital Management Inc | 178,216 | $173.1M | 0.17% | −20,332−10.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 180,924 | $175.4M | 0.67% | +5,615+3.2% | Added |
| Swedbank AB | 198,306 | $192.7M | 0.27% | −416−0.2% | Reduced |
| New York State Common Retirement Fund | 198,418 | $192.8M | 0.25% | −8,052−3.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202,499 | $196.7M | 0.27% | +20,849+11.5% | Added |
| Aspex Management (HK) Ltd | 213,873 | $207.8M | 5.62% | −54,113−20.2% | Reduced |
| California State Teachers Retirement System | 216,333 | $210.2M | 0.27% | +1,538+0.7% | Added |
| Agf Management Ltd | 223,044 | $216.7M | 1.20% | −18,430−7.6% | Reduced |
| Voya Investment Management LLC | 234,733 | $228.1M | 0.22% | +43,895+23.0% | Added |
| Scge Management, L.P. | 235,000 | $228.3M | 4.32% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 236,662 | $229.9M | 0.21% | +235,281+17,037.0% | Added |
| Principal Financial Group Inc | 240,152 | $233.3M | 0.14% | +10,675+4.7% | Added |
| Credit Suisse AG | 241,686 | $234.8M | 0.23% | +3,693+1.6% | Added |
| Lord, Abbett & Co. LLC | 242,744 | $235.8M | 0.76% | −14,908−5.8% | Reduced |
| Cincinnati Insurance Co | 249,211 | $242.1M | 3.98% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 251,346 | $244.2M | 0.43% | −1,158−0.5% | Reduced |
| William Blair Investment Management, LLC | 255,402 | $248.1M | 0.64% | +11,006+4.5% | Added |
| Prudential Financial Inc | 255,510 | $248.2M | 0.35% | +2,443+1.0% | Added |
| Boston Partners | 260,842 | $252.8M | 0.30% | −63,683−19.6% | Reduced |
| National Pension Service | 260,221 | $252.8M | 0.30% | +1,522+0.6% | Added |
| California Public Employees Retirement System | 267,060 | $259.5M | 0.18% | +12,985+5.1% | Added |
| Oaktop Capital Management II, L.P. | 269,146 | $261.5M | 30.22% | 00.0% | Unchanged |
| Rhumbline Advisers | 269,742 | $262.1M | 0.25% | +2,876+1.1% | Added |
| Envestnet Asset Management Inc | 273,067 | $265.3M | 0.10% | −20,122−6.9% | Reduced |
| Bank of Montreal | 285,930 | $279.1M | 0.14% | −9,513−3.2% | Reduced |
| Mackenzie Financial Corp | 288,658 | $280.5M | 0.41% | −13,863−4.6% | Reduced |
| Alkeon Capital Management LLC | 293,046 | $284.7M | 1.57% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 295,124 | $286.7M | 0.10% | −47,205−13.8% | Reduced |
| The PNC Financial Services Group, Inc. | 312,230 | $303.4M | 0.21% | −5,370−1.7% | Reduced |
| Allianz Asset Management GmbH | 321,416 | $312.3M | 0.53% | −103,786−24.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 338,129 | $328.5M | 0.23% | −1,355−0.4% | Reduced |
| TD Asset Management Inc | 342,821 | $333.1M | 0.31% | +35,732+11.6% | Added |
| Macquarie Group Ltd | 346,402 | $336.6M | 0.38% | +3,672+1.1% | Added |
| Royal Bank of Canada | 351,772 | $341.8M | 0.08% | −10,697−3.0% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 353,183 | $343.1M | 1.88% | −49,800−12.4% | Reduced |
| Citigroup Inc | 371,660 | $361.1M | 0.39% | +107,821+40.9% | Added |
| Pictet Asset Management Holding SA | 391,320 | $380.2M | 0.41% | −58,829−13.1% | Reduced |
| Swiss National Bank | 394,700 | $383.5M | 0.27% | −18,800−4.5% | Reduced |
| Rafferty Asset Management, LLC | 408,907 | $397.3M | 1.48% | +65,715+19.1% | Added |
| Canada Pension Plan Investment Board | 411,822 | $400.1M | 0.42% | +101,907+32.9% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 444,516 | $431.9M | 1.69% | −236,598−34.7% | Reduced |
| Nordea Investment Management AB | 444,775 | $432.8M | 0.51% | −9,012−2.0% | Reduced |
| HSBC Holdings PLC | 474,118 | $460.4M | 0.33% | +160,441+51.1% | Added |
| T. Rowe Price Investment Management, Inc. | 478,185 | $464.6M | 0.28% | +477,349+57,099.2% | Added |
| WCM Investment Management, LLC | 484,865 | $471.1M | 1.12% | −115,729−19.3% | Reduced |
| First Trust Advisors LP | 485,188 | $471.4M | 0.48% | −39,532−7.5% | Reduced |
| Artisan Partners Limited Partnership | 500,337 | $486.1M | 0.71% | −64,655−11.4% | Reduced |
| BNP Paribas Arbitrage, SA | 514,200 | $499.6M | 0.62% | +154,328+42.9% | Added |
| Deutsche Bank AG | 521,163 | $506.3M | 0.24% | −51,563−9.0% | Reduced |
| Winslow Capital Management, LLC | 554,676 | $538.9M | 2.03% | −52,887−8.7% | Reduced |