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, 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 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 125,915 | $122.3M | 0.08% | +7,594+6.4% | Added |
| Great West Life Assurance Co | 124,131 | $120.6M | 0.24% | −31,600−20.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 123,054 | $119.6M | 0.59% | +39,004+46.4% | Added |
| New York State Teachers Retirement System | 121,402 | $118.0M | 0.25% | −7,552−5.9% | Reduced |
| Bessemer Group Inc | 120,241 | $116.8M | 0.21% | −38,789−24.4% | Reduced |
| State of Wisconsin Investment Board | 118,860 | $115.5M | 0.31% | −3,026−2.5% | Reduced |
| Candriam Luxembourg S.C.A. | 118,033 | $114.7M | 0.73% | +35,122+42.4% | Added |
| Capital Fund Management S.A. | 116,502 | $113.2M | 1.38% | +92,586+387.1% | Added |
| Erste Asset Management GmbH | 116,521 | $112.9M | 1.54% | −258−0.2% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 115,000 | $111.7M | 1.67% | −3,000−2.5% | Reduced |
| Blue Whale Capital LLP | 114,300 | $111.1M | 11.72% | +18,750+19.6% | Added |
| RE Advisers Corp | 110,800 | $107.5M | 2.52% | −200−0.2% | Reduced |
| Captrust Financial Advisors | 108,631 | $105.5M | 0.39% | −20,974−16.2% | Reduced |
| Manufacturers Life Insurance Company, The | 108,320 | $105.2M | 0.10% | −7,239−6.3% | Reduced |
| HM Payson & Co | 107,645 | $104.6M | 1.94% | −14,986−12.2% | Reduced |
| Korea Investment CORP | 106,843 | $103.8M | 0.26% | +55,096+106.5% | Added |
| Heard Capital LLC | 105,033 | $102.0M | 6.41% | −1,670−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 101,023 | $98.2M | 0.36% | +6,763+7.2% | Added |
| Guggenheim Capital LLC | 100,397 | $97.5M | 0.69% | −5,980−5.6% | Reduced |
| Danske Bank A/S | 99,683 | $96.8M | 0.30% | +99,683 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,145 | $95.4M | 0.11% | +907+0.9% | Added |
| Los Angeles Capital Management LLC | 94,845 | $92.1M | 0.31% | +1,909+2.1% | Added |
| Eventide Asset Management, LLC | 94,623 | $91.9M | 1.44% | +9,074+10.6% | Added |
| Mariner, LLC | 92,324 | $89.7M | 0.19% | −734−0.8% | Reduced |
| Jennison Associates LLC | 92,233 | $89.6M | 0.06% | +1,004+1.1% | Added |
| NZS Capital, LLC | 89,965 | $87.4M | 3.63% | +2,986+3.4% | Added |
| Wedge Capital Management L L P | 88,687 | $86.2M | 1.39% | −16,880−16.0% | Reduced |
| APG Asset Management N.V. | 94,440 | $85.0M | 0.15% | −18,556−16.4% | Reduced |
| Associated Banc-Corp | 86,025 | $83.6M | 2.65% | −131−0.2% | Reduced |
| American Century Companies Inc | 84,483 | $82.1M | 0.05% | +10,050+13.5% | Added |
| Caisse de Depot Et Placement du Quebec | 83,315 | $80.9M | 0.19% | +28,292+51.4% | Added |
| Toronto Dominion Bank | 83,044 | $80.7M | 0.13% | −551−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 150,859 | $80.0M | 0.19% | +3,745+2.5% | Added |
| Storebrand Asset Management AS | 81,791 | $79.5M | 0.27% | −3,566−4.2% | Reduced |
| Pinebridge Investments, L.P. | 81,097 | $78.8M | 0.63% | +33,287+69.6% | Added |
| LPL Financial LLC | 81,048 | $78.7M | 0.04% | +7,604+10.4% | Added |
| Squarepoint Ops LLC | 80,823 | $78.5M | 0.32% | +59,895+286.2% | Added |
| Zurich Insurance Group Ltd | 79,048 | $76.8M | 0.70% | +74,848+1,782.1% | Added |
| Susquehanna International Group, LLP | 78,495 | $76.3M | 0.11% | −6,314−7.4% | Reduced |
| Stifel Financial Corp | 76,186 | $74.0M | 0.08% | −585−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 75,565 | $73.4M | 0.22% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 75,532 | $73.4M | 0.16% | +4,611+6.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 73,483 | $71.4M | 0.23% | −1,153−1.5% | Reduced |
| Parnassus Investments | 73,140 | $71.1M | 0.15% | −50,373−40.8% | Reduced |
| Pinnacle Associates Ltd | 72,208 | $70.2M | 1.11% | −5,735−7.4% | Reduced |
| CIBC World Markets Corp | 71,487 | $69.5M | 0.46% | +9,222+14.8% | Added |
| Bridgewater Associates, LP | 70,393 | $68.4M | 0.35% | +62,835+831.4% | Added |
| ING Groep NV | 70,332 | $68.3M | 0.47% | −497−0.7% | Reduced |
| Natixis Advisors, L.P. | 70,006 | $68.0M | 0.16% | −2,159−3.0% | Reduced |
| Aviva PLC | 69,333 | $67.4M | 0.22% | −2,989−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 68,975 | $67.0M | 0.12% | −959−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 68,767 | $66.8M | 0.82% | +68,767 | New |
| Public Employees Retirement System of Ohio | 66,402 | $64.5M | 0.25% | −3,661−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 66,621 | $64.4M | 0.12% | −62,979−48.6% | Reduced |
| Jane Street Group, LLC | 66,083 | $64.2M | 0.08% | −25,957−28.2% | Reduced |
| SG Americas Securities, LLC | 66,042 | $64.2M | 0.33% | +45,236+217.4% | Added |
| Fort Pitt Capital Group, LLC | 65,658 | $63.8M | 1.97% | −4,723−6.7% | Reduced |
| British Columbia Investment Management Corp | 64,889 | $63.0M | 0.44% | −7,065−9.8% | Reduced |
| Asset Management One Co.,Ltd. | 64,086 | $62.3M | 0.24% | −1,298−2.0% | Reduced |
| Royal London Asset Management Ltd | 63,394 | $61.6M | 0.15% | −2,737−4.1% | Reduced |
| Vaughan David Investments LLC | 62,896 | $61.1M | 1.52% | −2,720−4.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 62,805 | $61.0M | 0.21% | −4,825−7.1% | Reduced |
| Treasurer of the State of North Carolina | 62,477 | $60.7M | 0.27% | +408+0.7% | Added |
| STRS Ohio | 60,809 | $59.1M | 0.24% | −3,361−5.2% | Reduced |
| Jupiter Asset Management Ltd | 60,573 | $58.9M | 0.56% | −11,079−15.5% | Reduced |
| Flputnam Investment Management Co | 59,151 | $57.5M | 1.22% | −2,150−3.5% | Reduced |
| Handelsbanken Fonder AB | 57,405 | $55.8M | 0.24% | +3,456+6.4% | Added |
| Panagora Asset Management Inc | 56,982 | $55.4M | 0.29% | −20,376−26.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 55,500 | $54.0M | 0.61% | +17,000+44.2% | Added |
| Crosslink Capital Inc | 54,960 | $53.4M | 7.61% | −17,539−24.2% | Reduced |
| Tairen Capital Ltd | 54,632 | $53.1M | 3.25% | +54,632 | New |
| Value Aligned Research Advisors, LLC | 54,631 | $53.1M | 10.47% | −4,940−8.3% | Reduced |
| Castleark Management LLC | 54,202 | $52.7M | 2.19% | +1,410+2.7% | Added |
| Mn Services Vermogensbeheer B.V. | 53,284 | $51.8M | 0.38% | −10,400−16.3% | Reduced |
| Triple Frond Partners LLC | 52,530 | $51.0M | 5.81% | −9,530−15.4% | Reduced |
| HighTower Advisors, LLC | 51,801 | $50.7M | 0.08% | −945−1.8% | Reduced |
| Marex Group plc | 51,100 | $49.6M | 1.61% | +51,100 | New |
| Janney Montgomery Scott LLC | 50,889 | $49.4M | 0.15% | −2,181−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,877 | $49.4M | 0.17% | −2,477−4.6% | Reduced |
| Colony Group, LLC | 50,544 | $49.1M | 0.40% | +5,123+11.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,787 | $48.4M | 0.91% | +461+0.9% | Added |
| Mercer Global Advisors Inc | 49,253 | $47.9M | 0.14% | +1,427+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 48,623 | $47.2M | 0.05% | −10,510−17.8% | Reduced |
| Bank of Nova Scotia | 48,628 | $47.2M | 0.10% | −34,482−41.5% | Reduced |
| QRG Capital Management, Inc. | 48,547 | $47.2M | 0.60% | +2,604+5.7% | Added |
| Guinness Asset Management LTD | 48,453 | $47.1M | 0.98% | +4,081+9.2% | Added |
| ARS Investment Partners, LLC | 48,294 | $46.9M | 4.68% | −3,810−7.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 48,274 | $46.9M | 0.28% | +48,274 | New |
| State of Tennessee, Treasury Department | 47,980 | $46.6M | 0.17% | +280+0.6% | Added |
| Truist Financial Corp | 47,934 | $46.6M | 0.07% | −4,355−8.3% | Reduced |
| FIL Ltd | 47,798 | $46.4M | 0.05% | −11,517−19.4% | Reduced |
| American International Group, Inc. | 47,625 | $46.3M | 0.17% | −889−1.8% | Reduced |
| Ninety One UK Ltd | 47,458 | $46.1M | 0.13% | +45+0.1% | Added |
| Ci Investments Inc. | 47,112 | $45.8M | 0.18% | −2,089−4.2% | Reduced |
| Federated Hermes, Inc. | 46,892 | $45.6M | 0.10% | −7,066−13.1% | Reduced |
| US Bancorp | 46,343 | $45.0M | 0.06% | −2,036−4.2% | Reduced |
| Creative Planning | 45,592 | $44.3M | 0.05% | +1,894+4.3% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $44.2M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 44,102 | $42.9M | 0.28% | −4,556−9.4% | Reduced |
| Nicholas Company, Inc. | 42,595 | $41.4M | 0.68% | −17,865−29.5% | Reduced |