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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.

Institutional holdersQ1 2024: 1,732 institutions
Q1 2021: 1,262 institutionsQ2 2021: 1,315 institutionsQ3 2021: 1,301 institutionsQ4 2021: 1,461 institutionsQ1 2022: 1,391 institutionsQ2 2022: 1,310 institutionsQ3 2022: 1,273 institutionsQ4 2022: 1,347 institutionsQ1 2023: 1,366 institutionsQ2 2023: 1,434 institutionsQ3 2023: 1,451 institutionsQ4 2023: 1,632 institutionsQ1 2024: 1,732 institutionsQ2 2024: 1,793 institutionsQ3 2024: 1,469 institutionsQ4 2024: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 institutionsQ2 2026: 3,143 institutions
Value heldQ1 2024: $107.0B
Q1 2021: $70.8BQ2 2021: $76.3BQ3 2021: $65.8BQ4 2021: $82.9BQ1 2022: $60.4BQ2 2022: $47.9BQ3 2022: $41.6BQ4 2022: $47.5BQ1 2023: $60.5BQ2 2023: $72.7BQ3 2023: $69.7BQ4 2023: $87.0BQ1 2024: $107.0BQ2 2024: $116.5BQ3 2024: $80.1BQ4 2024: $74.9BQ1 2025: $75.8BQ2 2025: $102.7BQ3 2025: $136.5BQ4 2025: $183.9BQ1 2026: $221.3BQ2 2026: $463.5B
Institutions holding LRCX and their total value by quarter
QuarterHoldersValue
Q2 20263,143$463.5B
Q1 20262,652$221.3B
Q4 20252,396$183.9B
Q3 20252,111$136.5B
Q2 20251,883$102.7B
Q1 20251,802$75.8B
Q4 20241,696$74.9B
Q3 20241,469$80.1B
Q2 20241,793$116.5B
Q1 20241,732$107.0B
Q4 20231,632$87.0B
Q3 20231,451$69.7B
Q2 20231,434$72.7B
Q1 20231,366$60.5B
Q4 20221,347$47.5B
Q3 20221,273$41.6B
Q2 20221,310$47.9B
Q1 20221,391$60.4B
Q4 20211,461$82.9B
Q3 20211,301$65.8B
Q2 20211,315$76.3B
Q1 20211,262$70.8B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2023.

Institutions holding LRCX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Redwood Investment Management, LLC1,766$1.72M0.16%−30−1.7%Reduced
Middleton & Co Inc1,758$1.71M0.20%00.0%Unchanged
MWA Asset Management1,750$1.70M1.23%−55−3.0%Reduced
Checchi Capital Advisers, LLC1,747$1.70M0.13%−34−1.9%Reduced
Sloy Dahl & Holst, LLC1,743$1.69M0.40%00.0%Unchanged
Mutual Advisors, LLC1,730$1.68M0.05%+395+29.6%Added
Versor Investments LP1,723$1.67M0.34%+1,723New
NWK Group, Inc.1,713$1.66M0.78%−8−0.5%Reduced
NVWM, LLC1,707$1.66M0.46%+55+3.3%Added
Leavell Investment Management, Inc.1,700$1.66M0.10%−1−0.1%Reduced
Clifford Swan Investment Counsel LLC1,700$1.65M0.06%+6+0.4%Added
Delphi Management Inc1,696$1.65M1.28%−289−14.6%Reduced
Lake Street Financial LLC1,687$1.64M0.23%−11−0.6%Reduced
Donoghue Forlines LLC1,686$1.64M0.47%−176−9.5%Reduced
Principal Securities, Inc.1,685$1.64M0.05%+264+18.6%Added
Polymer Capital Management (HK) LTD1,666$1.62M0.41%+386+30.2%Added
Lake Street Advisors Group, LLC1,662$1.62M0.08%+13+0.8%Added
FCG Investment Co1,661$1.61M1.29%−98−5.6%Reduced
Cipher Capital LP1,659$1.61M0.75%+1,659New
Venturi Wealth Management, LLC1,651$1.60M0.10%−385−18.9%Reduced
Phoenix Holdings Ltd.1,651$1.60M0.02%+805+95.2%Added
White Knight Strategic Wealth Advisors, LLC1,643$1.60M1.66%−67−3.9%Reduced
McDaniel Terry & Co1,642$1.59M0.14%−63−3.7%Reduced
Apriem Advisors1,635$1.59M0.20%−65−3.8%Reduced
Harfst & Associates, Inc.1,628$1.58M0.38%+1,628New
Lincoln National Corp1,617$1.57M0.02%+118+7.9%Added
Montag A & Associates Inc1,613$1.57M0.08%+167+11.5%Added
Brighton Jones LLC1,616$1.57M0.06%+118+7.9%Added
Capstone Investment Advisors, LLC1,613$1.57M0.03%+1,613New
Advisory Research Inc1,611$1.57M0.31%−2,153−57.2%Reduced
Dynamic Technology Lab Private Ltd1,610$1.56M0.17%+1,610New
Genus Capital Management Inc.1,609$1.56M0.20%+1,609New
Headlands Technologies LLC1,604$1.56M0.37%−50−3.0%Reduced
Icon Wealth Advisors, LLC1,601$1.56M0.14%+389+32.1%Added
Goodman Advisory Group, LLC1,600$1.55M0.49%−96−5.7%Reduced
Belpointe Asset Management LLC1,597$1.55M0.12%+33+2.1%Added
Syon Capital LLC1,589$1.54M0.15%−33−2.0%Reduced
Salomon & Ludwin, LLC1,587$1.54M0.13%00.0%Unchanged
Trust Asset Management LLC1,558$1.51M0.13%00.0%Unchanged
Kerrisdale Advisers, LLC1,552$1.51M0.47%−5,430−77.8%Reduced
Oppenheimer Asset Management Inc.1,551$1.51M0.02%−700−31.1%Reduced
KCM Investment Advisors LLC1,545$1.50M0.06%+1+0.1%Added
Capital Investment Advisors, LLC1,536$1.49M0.03%+411+36.5%Added
Perpetual Ltd1,530$1.49M0.01%−159−9.4%Reduced
Clearstead Advisors, LLC1,642$1.48M0.07%+35+2.2%Added
Knowledge Leaders Capital, LLC1,526$1.48M2.60%−25−1.6%Reduced
Legacy Capital Group California, Inc.1,521$1.48M0.55%−436−22.3%Reduced
Geneva Partners, LLC1,519$1.48M0.65%+319+26.6%Added
Lifeworks Advisors, LLC1,515$1.47M0.41%+175+13.1%Added
Graham Capital Management, L.P.1,515$1.47M0.04%+401+36.0%Added
Mainstay Capital Management LLC1,512$1.47M0.28%−208−12.1%Reduced
Smithfield Trust Co1,510$1.47M0.08%+19+1.3%Added
JT Stratford LLC1,507$1.46M0.29%−82−5.2%Reduced
Encompass Wealth Advisors, LLC1,507$1.46M0.39%−90−5.6%Reduced
Marietta Investment Partners LLC1,503$1.46M0.32%−60−3.8%Reduced
Cohen Klingenstein LLC1,500$1.46M0.05%00.0%Unchanged
Aptus Capital Advisors, LLC1,499$1.46M0.03%+514+52.2%Added
Community Bank, N.A.1,499$1.46M0.19%−73−4.6%Reduced
WSFS Capital Management, LLC1,488$1.45M0.08%−95−6.0%Reduced
Central Pacific Bank - Trust Division1,466$1.44M0.18%+1,466New
Sunbelt Securities, Inc.1,475$1.43M0.16%−297−16.8%Reduced
Old National Bancorp1,467$1.43M0.03%−177−10.8%Reduced
Schechter Investment Advisors, LLC1,460$1.42M0.11%−153−9.5%Reduced
Change Path, LLC1,454$1.41M0.06%+61+4.4%Added
Independent Financial Group, LLC1,447$1.41M0.06%+182+14.4%Added
Argonautica Private Wealth Management, Inc1,439$1.40M0.50%00.0%Unchanged
KRS Capital Management, LLC1,438$1.40M1.13%+40+2.9%Added
Clear Creek Financial Management, LLC1,426$1.39M0.18%+1+0.1%Added
Edgestream Partners, L.P.1,426$1.39M0.07%+137+10.6%Added
Signature Wealth Management Group1,590$1.38M0.63%−23−1.4%Reduced
Roberts Capital Advisors, LLC1,423$1.38M1.33%+1,423New
Darwin Advisors, LLC1,419$1.38M0.38%+1,419New
Bedell Frazier Investment Counseling, LLC1,416$1.38M0.34%−83−5.5%Reduced
Walleye Capital LLC1,412$1.37M0.01%−93,167−98.5%Reduced
Penobscot Investment Management Company, Inc.1,410$1.37M0.14%+38+2.8%Added
Johnson Investment Counsel Inc1,400$1.36M0.01%−106−7.0%Reduced
Albert D Mason Inc1,400$1.36M0.84%+15+1.1%Added
Cigna Investments Inc1,398$1.36M0.26%−4−0.3%Reduced
Wright Investors Service Inc1,392$1.35M0.34%+1,392New
Wedmont Private Capital1,386$1.35M0.10%+53+4.0%Added
Mather Group, LLC.1,719$1.35M0.02%+6+0.4%Added
RAM Investment Partners, LLC1,384$1.35M0.42%+36+2.7%Added
Parallel Advisors, LLC1,357$1.32M0.04%+87+6.9%Added
Centennial Bank1,350$1.31M0.67%−2−0.1%Reduced
GraniteShares Advisors LLC1,349$1.31M0.69%−108−7.4%Reduced
Abundance Wealth Counselors1,324$1.29M0.30%−1−0.1%Reduced
MBM Wealth Consultants, LLC1,307$1.27M0.45%−80−5.8%Reduced
ICICI Prudential Asset Management Co Ltd1,305$1.27M0.14%+26+2.0%Added
Seeds Investor LLC1,305$1.27M1.17%+44+3.5%Added
Burr Financial Services, LLC1,381$1.26M0.99%+20+1.5%Added
Legacy Wealth Asset Management, LLC1,300$1.26M0.35%−19−1.4%Reduced
World Equity Group, Inc.1,290$1.25M0.26%−24−1.8%Reduced
Phraction Management LLC1,288$1.25M0.49%−44−3.3%Reduced
Avantax Planning Partners, Inc.1,281$1.25M0.04%+171+15.4%Added
Crestwood Advisors Group LLC1,278$1.24M0.03%+60+4.9%Added
NorthRock Partners, LLC1,361$1.24M0.05%+181+15.3%Added
Integrated Advisors Network LLC1,273$1.24M0.06%−4,416−77.6%Reduced
Rehmann Capital Advisory Group1,270$1.23M0.09%−45−3.4%Reduced
Core Alternative Capital1,263$1.23M0.22%−65−4.9%Reduced
Little House Capital LLC1,262$1.23M0.41%+94+8.0%Added