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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 41,100 | $39.9M | 0.34% | +2,000+5.1% | Added |
| Glenmede Trust Co NA | 41,050 | $39.9M | 0.20% | −6,455−13.6% | Reduced |
| APG Asset Management US Inc. | 40,312 | $39.6M | 0.23% | +13,975+53.1% | Added |
| Laurion Capital Management LP | 40,441 | $39.3M | 1.09% | +40,441 | New |
| Commonwealth Equity Services, LLC | 40,300 | $39.2M | 0.07% | +3,376+9.1% | Added |
| Renaissance Group LLC | 39,644 | $38.5M | 1.46% | −5,229−11.7% | Reduced |
| CIBC Asset Management Inc | 38,879 | $37.8M | 0.13% | +1,926+5.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 38,857 | $37.8M | 0.06% | +6,701+20.8% | Added |
| Cerity Partners LLC | 38,666 | $37.6M | 0.10% | −303,473−88.7% | Reduced |
| Rockefeller Capital Management L.P. | 38,534 | $37.4M | 0.11% | +3,643+10.4% | Added |
| State of Michigan Retirement System | 38,180 | $37.1M | 0.20% | −200−0.5% | Reduced |
| Harbor Island Capital LLC | 37,972 | $36.9M | 16.90% | −1,930−4.8% | Reduced |
| Vontobel Holding Ltd. | 37,947 | $36.9M | 0.29% | +2,863+8.2% | Added |
| Arizona State Retirement System | 37,821 | $36.7M | 0.25% | −1,715−4.3% | Reduced |
| TCW Group Inc | 37,548 | $36.5M | 0.37% | +427+1.2% | Added |
| Adams Diversified Equity Fund, Inc. | 37,500 | $36.4M | 1.29% | −6,200−14.2% | Reduced |
| Citadel Advisors LLC | 37,275 | $36.2M | 0.03% | −241,178−86.6% | Reduced |
| Calamos Advisors LLC | 37,253 | $36.2M | 0.18% | +19,703+112.3% | Added |
| AXA S.A. | 37,075 | $36.0M | 0.11% | −2,221−5.7% | Reduced |
| Braun Stacey Associates Inc | 37,014 | $36.0M | 1.42% | −1,090−2.9% | Reduced |
| Comerica Bank | 36,384 | $35.3M | 0.15% | −1,443−3.8% | Reduced |
| Neville Rodie & Shaw Inc | 36,276 | $35.2M | 2.69% | −758−2.0% | Reduced |
| DnB Asset Management AS | 36,217 | $35.2M | 0.18% | −4,883−11.9% | Reduced |
| MetLife Investment Management | 35,865 | $34.8M | 0.23% | −1,264−3.4% | Reduced |
| Baird Financial Group, Inc. | 35,820 | $34.8M | 0.07% | −5,618−13.6% | Reduced |
| Qube Research & Technologies Ltd | 35,290 | $34.3M | 0.06% | +31,880+934.9% | Added |
| Assenagon Asset Management S.A. | 35,175 | $34.2M | 0.09% | −67,828−65.9% | Reduced |
| UniSuper Management Pty Ltd | 35,021 | $34.0M | 0.33% | +19,327+123.1% | Added |
| Liontrust Investment Partners LLP | 35,000 | $34.0M | 0.47% | +19,000+118.8% | Added |
| Frontier Capital Management Co LLC | 34,752 | $33.8M | 0.32% | −2,873−7.6% | Reduced |
| NewEdge Wealth, LLC | 38,021 | $33.6M | 0.75% | +4,262+12.6% | Added |
| Atalanta Sosnoff Capital, LLC | 34,496 | $33.5M | 0.77% | −22,865−39.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 33,800 | $32.9M | 0.82% | +403+1.2% | Added |
| Nissay Asset Management Corp | 33,841 | $32.9M | 0.23% | +7,251+27.3% | Added |
| Wellington Management Group LLP | 33,809 | $32.8M | 0.01% | −5,972−15.0% | Reduced |
| Varma Mutual Pension Insurance Co | 33,400 | $32.5M | 0.28% | +20,400+156.9% | Added |
| Thrivent Financial for Lutherans | 33,367 | $32.4M | 0.07% | −182−0.5% | Reduced |
| Teacher Retirement System of Texas | 32,532 | $31.6M | 0.20% | −11,814−26.6% | Reduced |
| USS Investment Management Ltd | 32,021 | $31.1M | 0.26% | +902+2.9% | Added |
| McGuire Investment Group, LLC | 31,857 | $31.0M | 4.52% | −2,814−8.1% | Reduced |
| Alberta Investment Management Corp | 31,857 | $31.0M | 0.31% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 31,744 | $30.8M | 0.43% | −7,801−19.7% | Reduced |
| Artemis Investment Management LLP | 31,671 | $30.8M | 0.40% | −26,862−45.9% | Reduced |
| Xponance, Inc. | 31,630 | $30.7M | 0.32% | +476+1.5% | Added |
| Daiwa Securities Group Inc. | 30,984 | $30.1M | 0.17% | +4,597+17.4% | Added |
| Tudor Investment Corp Et Al | 30,008 | $29.2M | 0.36% | +27,504+1,098.4% | Added |
| Arvest Trust Co N A | 29,603 | $28.8M | 1.63% | −1,299−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,535 | $28.7M | 0.37% | −94−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,462 | $28.6M | 0.55% | +1,756+6.3% | Added |
| Lazard Asset Management LLC | 29,328 | $28.5M | 0.03% | +130+0.4% | Added |
| Retirement Systems of Alabama | 28,937 | $28.1M | 0.11% | −109−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,781 | $28.0M | 0.19% | −80−0.3% | Reduced |
| Amalgamated Bank | 28,541 | $27.7M | 0.24% | −6,128−17.7% | Reduced |
| Clough Capital Partners L P | 28,027 | $27.2M | 2.99% | −2,991−9.6% | Reduced |
| Pathstone Holdings, LLC | 27,970 | $27.2M | 0.13% | +5,957+27.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,826 | $27.0M | 0.30% | −100−0.4% | Reduced |
| Cetera Investment Advisers | 27,797 | $27.0M | 0.06% | +15,010+117.4% | Added |
| Cincinnati Financial Corp | 27,724 | $26.9M | 0.59% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 27,192 | $26.4M | 0.29% | −303−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 27,119 | $26.3M | 0.30% | +16,065+145.3% | Added |
| Texas Permanent School Fund | 27,102 | $26.3M | 0.21% | −111−0.4% | Reduced |
| Huntington National Bank | 26,967 | $26.2M | 0.21% | +1,306+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,615 | $25.9M | 0.30% | +10,335+63.5% | Added |
| Holocene Advisors, LP | 26,379 | $25.6M | 0.09% | −12,698−32.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,220 | $25.5M | 0.07% | −10,328−28.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 25,934 | $25.2M | 1.54% | −8,508−24.7% | Reduced |
| Capco Asset Management, LLC | 25,868 | $25.1M | 6.03% | −11,483−30.7% | Reduced |
| Nomura Holdings Inc | 25,737 | $25.0M | 0.20% | +23,085+870.5% | Added |
| M&G Plc | 25,333 | $24.6M | 0.15% | +25,333 | New |
| Jefferies Financial Group Inc. | 24,300 | $23.6M | 0.48% | +24,300 | New |
| Transform Wealth, LLC | 24,009 | $23.4M | 2.22% | −1,241−4.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 23,940 | $23.3M | 1.09% | +10,530+78.5% | Added |
| Optiver Holding B.V. | 23,940 | $23.3M | 0.96% | +16,616+226.9% | Added |
| Leuthold Group, LLC | 23,935 | $23.3M | 2.62% | −3,254−12.0% | Reduced |
| Stephens Inc | 23,781 | $23.1M | 0.36% | −2,465−9.4% | Reduced |
| Andra AP-fonden | 23,500 | $22.8M | 0.41% | +23,500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 23,308 | $22.6M | 0.10% | +23,308 | New |
| Pacer Advisors, Inc. | 23,119 | $22.5M | 0.05% | +2,243+10.7% | Added |
| Czech National Bank | 23,067 | $22.4M | 0.29% | −19−0.1% | Reduced |
| Utah Retirement Systems | 22,848 | $22.2M | 0.26% | −30−0.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 22,134 | $21.8M | 1.99% | −2,491−10.1% | Reduced |
| Assetmark, Inc | 22,054 | $21.4M | 0.07% | +14+0.1% | Added |
| Moneta Group Investment Advisors LLC | 21,982 | $21.4M | 0.35% | −2,168−9.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,722 | $21.1M | 0.31% | −521−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 24,815 | $21.1M | 0.15% | −6,287−20.2% | Reduced |
| Degroof Petercam Asset Management | 21,400 | $20.8M | 0.25% | +350+1.7% | Added |
| Baker Avenue Asset Management, LP | 21,161 | $20.6M | 0.81% | +2,682+14.5% | Added |
| Hosking Partners LLP | 21,106 | $20.5M | 0.76% | −66−0.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 20,300 | $19.7M | 0.32% | +20,300 | New |
| Profund Advisors LLC | 20,176 | $19.6M | 0.76% | +1,101+5.8% | Added |
| CIBC World Markets Inc. | 20,152 | $19.6M | 0.05% | −5,220−20.6% | Reduced |
| Gratus Capital LLC | 20,004 | $19.4M | 0.90% | +1,343+7.2% | Added |
| Mutual of America Capital Management LLC | 19,871 | $19.3M | 0.21% | −253−1.3% | Reduced |
| New York Life Investment Management LLC | 19,848 | $19.3M | 0.19% | −858−4.1% | Reduced |
| Great Lakes Advisors, LLC | 19,833 | $19.3M | 0.16% | −1,669−7.8% | Reduced |
| CBOE Vest Financial, LLC | 19,627 | $19.1M | 0.51% | +3,129+19.0% | Added |
| FourThought Financial Partners, LLC | 19,463 | $18.9M | 2.17% | −568−2.8% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,462 | $18.9M | 4.62% | 00.0% | Unchanged |
| Burney Co | 19,284 | $18.7M | 0.71% | −363−1.8% | Reduced |
| State of Alaska, Department of Revenue | 19,182 | $18.6M | 0.21% | −1,715−8.2% | Reduced |