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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 18,960 | $18.4M | 0.43% | +4,330+29.6% | Added |
| Linscomb & Williams, Inc. | 18,820 | $18.3M | 0.94% | −872−4.4% | Reduced |
| Yousif Capital Management, LLC | 18,798 | $18.3M | 0.20% | −594−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 18,796 | $18.3M | 0.08% | −1,093−5.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,495 | $18.0M | 0.07% | +748+4.2% | Added |
| Advisor Group Holdings, Inc. | 18,186 | $17.7M | 0.04% | −15,009−45.2% | Reduced |
| PGGM Investments | 18,107 | $17.6M | 0.26% | +3,326+22.5% | Added |
| Achmea Investment Management B.V. | 18,021 | $17.5M | 0.33% | −709−3.8% | Reduced |
| Lido Advisors, LLC | 17,872 | $17.4M | 0.16% | +673+3.9% | Added |
| Louisiana State Employees Retirement System | 17,900 | $17.4M | 0.34% | −600−3.2% | Reduced |
| Terry L. Blaker | 17,839 | $17.3M | 1.30% | −138−0.8% | Reduced |
| iA Global Asset Management Inc. | 17,335 | $16.8M | 0.34% | +194+1.1% | 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 |
| Cambridge Investment Research Advisors, Inc. | 17,193 | $16.7M | 0.06% | +6,011+53.8% | Added |
| Shelton Capital Management | 17,132 | $16.6M | 0.48% | −93−0.5% | Reduced |
| Eldred Rock Partners, LLC | 16,971 | $16.5M | 8.99% | +174+1.0% | Added |
| South Dakota Investment Council | 16,966 | $16.5M | 0.34% | −400−2.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 16,797 | $16.3M | 2.82% | −15−0.1% | Reduced |
| Wolverine Trading, LLC | 16,700 | $16.2M | 0.16% | +10,134+154.3% | Added |
| Twin Tree Management, LP | 15,914 | $15.5M | 0.35% | +6,838+75.3% | Added |
| Cozad Asset Management Inc | 15,814 | $15.4M | 1.60% | −542−3.3% | Reduced |
| Point72 Hong Kong Ltd | 15,597 | $15.2M | 0.76% | +579+3.9% | Added |
| Generate Investment Management Ltd | 15,428 | $15.0M | 1.18% | +109+0.7% | Added |
| Crossmark Global Holdings, Inc. | 15,404 | $15.0M | 0.29% | −1,100−6.7% | Reduced |
| Fifth Third Bancorp | 15,310 | $14.9M | 0.06% | +309+2.1% | Added |
| Prudential PLC | 15,188 | $14.8M | 0.12% | +6,351+71.9% | Added |
| Illinois Municipal Retirement Fund | 15,037 | $14.6M | 0.22% | −3,147−17.3% | Reduced |
| BTC Capital Management, Inc. | 14,956 | $14.5M | 1.33% | +14,956 | New |
| Empire Life Investments Inc. | 14,806 | $14.4M | 0.88% | −5,168−25.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 14,765 | $14.3M | 0.33% | −227−1.5% | Reduced |
| National Asset Management, Inc. | 22,686 | $14.3M | 0.39% | −1,477−6.1% | Reduced |
| First Financial Bankshares Inc | 14,657 | $14.2M | 0.32% | −5,736−28.1% | Reduced |
| Ethic Inc. | 14,586 | $14.2M | 0.36% | +48+0.3% | Added |
| Matthews International Capital Management LLC | 14,290 | $13.9M | 2.73% | +7,285+104.0% | Added |
| King Luther Capital Management Corp | 14,220 | $13.8M | 0.06% | +3,842+37.0% | Added |
| LMCG Investments, LLC | 14,080 | $13.7M | 0.81% | −630−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,067 | $13.7M | 0.02% | −1,525−9.8% | Reduced |
| D. E. Shaw & Co., Inc. | 14,044 | $13.6M | 0.02% | −44,654−76.1% | Reduced |
| Verition Fund Management LLC | 13,992 | $13.6M | 0.13% | +4,433+46.4% | Added |
| Ieq Capital, LLC | 13,856 | $13.5M | 0.19% | +597+4.5% | Added |
| JustInvest LLC | 13,826 | $13.4M | 0.29% | +834+6.4% | Added |
| Nemes Rush Group LLC | 13,625 | $13.2M | 1.90% | −60−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 13,594 | $13.2M | 0.16% | −2,830−17.2% | Reduced |
| Baker Ellis Asset Management LLC | 13,495 | $13.1M | 1.95% | −269−2.0% | Reduced |
| Railway Pension Investments Ltd | 13,400 | $13.0M | 0.13% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 13,121 | $12.7M | 2.08% | +460+3.6% | Added |
| Means Investment Co., Inc. | 13,102 | $12.7M | 1.65% | −105−0.8% | Reduced |
| Wealthfront Advisers LLC | 13,031 | $12.7M | 0.04% | +618+5.0% | Added |
| Maytus Capital Management, LLC | 13,000 | $12.6M | 5.35% | +4,000+44.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,838 | $12.5M | 0.16% | +567+4.6% | Added |
| FORA Capital, LLC | 12,833 | $12.5M | 1.03% | +4,346+51.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,816 | $12.5M | 0.14% | +1,105+9.4% | Added |
| Ossiam | 12,713 | $12.4M | 0.22% | −25,407−66.7% | Reduced |
| M&T Bank Corp | 12,649 | $12.3M | 0.04% | −498−3.8% | Reduced |
| Elo Mutual Pension Insurance Co | 12,519 | $12.2M | 0.29% | +975+8.4% | Added |
| Tower Research Capital LLC (TRC) | 12,409 | $12.1M | 0.29% | −11,601−48.3% | Reduced |
| Groupama Asset Managment | 9,973 | $11.9M | 0.22% | −20,885−67.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,176 | $11.8M | 0.05% | −2,270−15.7% | Reduced |
| First Citizens Bank & Trust Co | 12,060 | $11.7M | 0.22% | +1,613+15.4% | Added |
| O'Shaughnessy Asset Management, LLC | 12,058 | $11.7M | 0.13% | +2,133+21.5% | Added |
| Kestra Advisory Services, LLC | 11,935 | $11.6M | 0.08% | +2,110+21.5% | Added |
| Advisory Services Network, LLC | 11,917 | $11.6M | 0.26% | −313−2.6% | Reduced |
| Bamco Inc | 11,790 | $11.5M | 0.03% | +1,490+14.5% | Added |
| Intech Investment Management LLC | 11,779 | $11.4M | 0.16% | −36,119−75.4% | Reduced |
| YHB Investment Advisors, Inc. | 11,777 | $11.4M | 1.01% | −278−2.3% | Reduced |
| Employees Retirement System of Texas | 11,689 | $11.4M | 0.12% | −2,621−18.3% | Reduced |
| Chartwell Investment Partners, LLC | 11,648 | $11.3M | 0.39% | −2,275−16.3% | Reduced |
| Nilsine Partners, LLC | 11,504 | $11.2M | 1.53% | +185+1.6% | Added |
| Kovitz Investment Group Partners, LLC | 11,283 | $11.0M | 0.14% | −2,354−17.3% | Reduced |
| Trexquant Investment LP | 11,218 | $10.9M | 0.22% | +11,218 | New |
| Oregon Public Employees Retirement Fund | 11,215 | $10.9M | 0.22% | −10,101−47.4% | Reduced |
| SpiderRock Advisors, LLC | 11,661 | $10.8M | 0.35% | +11,661 | New |
| Gulf International Bank (UK) Ltd | 11,086 | $10.8M | 0.27% | +54+0.5% | Added |
| Steel Peak Wealth Management LLC | 10,975 | $10.7M | 0.55% | +5,916+116.9% | Added |
| Gotham Asset Management, LLC | 10,985 | $10.7M | 0.16% | +672+6.5% | Added |
| Winmill & Co. Inc | 10,900 | $10.6M | 3.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,889 | $10.6M | 0.42% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,851 | $10.5M | 0.09% | −708−6.1% | Reduced |
| Investment Management Corp of Ontario | 10,679 | $10.4M | 0.31% | −20,109−65.3% | Reduced |
| Banque Pictet & Cie SA | 10,645 | $10.3M | 0.11% | −1,212−10.2% | Reduced |
| Financial Counselors Inc | 10,514 | $10.2M | 0.17% | −25−0.2% | Reduced |
| Carderock Capital Management Inc | 10,483 | $10.2M | 2.85% | −2,665−20.3% | Reduced |
| Point72 (DIFC) Ltd | 10,410 | $10.1M | 0.78% | +10,410 | New |
| Gateway Investment Advisers LLC | 10,370 | $10.1M | 0.11% | −119−1.1% | Reduced |
| Valley National Advisers Inc | 10,344 | $10.0M | 1.52% | −571−5.2% | Reduced |
| Capital International Investors | 10,295 | $10.0M | 0.00% | +5,544+116.7% | Added |
| Mediolanum International Funds Ltd | 10,250 | $9.90M | 0.16% | +10,250 | New |
| Baldwin Investment Management, LLC | 10,130 | $9.84M | 1.33% | +266+2.7% | Added |
| Marco Investment Management LLC | 10,050 | $9.76M | 0.92% | −5,997−37.4% | Reduced |
| MML Investors Services, LLC | 10,047 | $9.76M | 0.04% | −611−5.7% | Reduced |
| Violich Capital Management, Inc. | 10,000 | $9.72M | 1.39% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 9,966 | $9.68M | 0.23% | +204+2.1% | Added |
| Kentucky Retirement Systems | 9,956 | $9.67M | 0.29% | −589−5.6% | Reduced |
| Contravisory Investment Management, Inc. | 9,931 | $9.65M | 2.14% | −193−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,894 | $9.61M | 0.13% | −7,145−41.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 9,881 | $9.60M | 6.93% | +9,881 | New |
| Jackson Wealth Management, LLC | 9,796 | $9.52M | 1.19% | +329+3.5% | Added |
| River Wealth Advisors LLC | 9,789 | $9.51M | 1.38% | +461+4.9% | Added |
| Summit Street Capital Management, LLC | 9,787 | $9.51M | 3.65% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 9,779 | $9.50M | 0.14% | −1,219−11.1% | Reduced |