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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 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, Q2 2024

Institutional positions in Lam Research Corp as of Jun 30, 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
1,793
+84 vs. Q1 2024
Shares held
109.5M
−514.5K (−0.5%) vs. Q1 2024
Total value
$116.5B
+$9.88B (+9.3%) vs. Q1 2024
New holders
177
663 more added
Sold out
93
655 more reduced

23 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,793 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: 1,695 institutionsQ1 2025: 1,801 institutionsQ2 2025: 1,882 institutionsQ3 2025: 2,110 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,651 institutionsQ2 2026: 3,142 institutions
Value heldQ2 2024: $116.5B
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 20263,142$463.5B
Q1 20262,651$221.3B
Q4 20252,395$183.9B
Q3 20252,110$136.5B
Q2 20251,882$102.7B
Q1 20251,801$75.8B
Q4 20241,695$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, Q2 2024

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2024.

Institutions holding LRCX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Soltis Investment Advisors LLC6,161$6.56M0.69%+15+0.2%Added
ExodusPoint Capital Management, LP6,187$6.59M0.07%−7,407−54.5%Reduced
AMF Pensionsforsakring AB6,216$6.62M0.05%+6,216New
Abn Amro Investment Solutions6,272$6.68M0.12%+582+10.2%Added
TownSquare Capital, LLC6,281$6.69M0.09%+1,186+23.3%Added
Ardmore Road Asset Management LP6,295$6.70M1.03%+6,295New
Royal Fund Management, LLC6,277$6.72M0.91%+6+0.1%Added
NJ State Employees Deferred Compensation Plan6,325$6.74M0.84%−700−10.0%Reduced
Brinker Capital Investments, LLC6,338$6.75M0.07%−399−5.9%Reduced
Orion Portfolio Solutions, LLC6,338$6.75M0.07%−399−5.9%Reduced
Sienna Gestion6,391$6.80M0.60%+5,883+1,158.1%Added
Fred Alger Management, LLC6,413$6.83M0.03%+269+4.4%Added
Pittenger & Anderson Inc6,522$6.94M0.29%+78+1.2%Added
NWK Group, Inc.6,582$7.01M2.95%+4,869+284.2%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,585$7.01M0.21%+141+2.2%Added
New Mexico Educational Retirement Board6,593$7.02M0.25%00.0%Unchanged
Siemens Fonds Invest GmbH6,598$7.03M0.53%+55+0.8%Added
Johnson Financial Group, Inc.6,598$7.04M0.34%+4,095+163.6%Added
Churchill Management Corp6,790$7.23M0.09%+6,790New
Seizert Capital Partners, LLC6,795$7.24M0.36%−2,153−24.1%Reduced
Mediolanum International Funds Ltd7,427$7.32M0.12%−2,823−27.5%Reduced
Marshall & Sullivan Inc6,875$7.32M3.66%−200−2.8%Reduced
Beacon Pointe Advisors, LLC6,903$7.35M0.09%−1,011−12.8%Reduced
Kempen Capital Management N.V.6,937$7.39M0.08%−533−7.1%Reduced
D.A. Davidson & Co.6,960$7.41M0.07%+12+0.2%Added
Ashton Thomas Private Wealth, LLC7,038$7.49M0.41%−38−0.5%Reduced
Cornerstone Advisors, LLC7,100$7.56M0.31%−1,000−12.3%Reduced
W.G. Shaheen & Associates DBA Whitney & Co7,192$7.66M0.88%−114−1.6%Reduced
Socorro Asset Management LP7,315$7.79M3.03%−779−9.6%Reduced
United Capital Financial Advisers, LLC7,328$7.80M0.07%−166−2.2%Reduced
Toroso Investments, LLC7,343$7.82M0.11%+1,138+18.3%Added
Savoie Capital LLC7,380$7.86M1.02%−900−10.9%Reduced
Amica Mutual Insurance Co7,413$7.89M0.78%00.0%Unchanged
GWM Advisors LLC7,433$7.92M0.06%−453−5.7%Reduced
Naples Global Advisors, LLC7,426$7.92M0.79%−50−0.7%Reduced
MinichMacGregor Wealth Management, LLC7,443$7.93M1.93%−292−3.8%Reduced
Sitrin Capital Management LLC7,451$7.93M4.22%−1,515−16.9%Reduced
Institute for Wealth Management, LLC.7,523$8.01M1.07%00.0%Unchanged
F/M Investments LLC7,536$8.02M0.29%+7,536New
Coldstream Capital Management Inc7,548$8.04M0.20%−1,390−15.6%Reduced
Securian Asset Management, Inc7,623$8.12M0.24%−100−1.3%Reduced
Turtle Creek Wealth Advisors, LLC7,641$8.14M1.88%+661+9.5%Added
Glenview Trust Co7,660$8.16M0.16%+487+6.8%Added
Rench Wealth Management, Inc.7,685$8.18M2.94%−14−0.2%Reduced
Pine Valley Investments Ltd Liability Co7,732$8.24M0.61%+213+2.8%Added
Bokf, NA7,759$8.26M0.15%−389−4.8%Reduced
Marlowe Partners LP7,773$8.28M23.26%−1,036−11.8%Reduced
Commerce Bank7,800$8.31M0.05%+10.0%Added
KWMG, LLC7,893$8.40M0.91%−839−9.6%Reduced
NewSquare Capital LLC7,946$8.46M0.73%+470+6.3%Added
Mission Wealth Management, LP7,974$8.49M0.23%−112−1.4%Reduced
Quantinno Capital Management LP7,985$8.50M0.15%+2,331+41.2%Added
Northwest Bancshares, Inc.8,004$8.52M1.45%−648−7.5%Reduced
Tritonpoint Wealth, LLC7,993$8.53M0.82%+103+1.3%Added
Insight Wealth Strategies, LLC8,017$8.54M1.21%+110+1.4%Added
Arkadios Wealth Advisors8,104$8.63M0.58%+3,971+96.1%Added
Atria Wealth Solutions, Inc.8,099$8.63M0.10%−550−6.4%Reduced
MML Investors Services, LLC8,240$8.77M0.04%−1,807−18.0%Reduced
Verition Fund Management LLC8,242$8.78M0.07%−5,750−41.1%Reduced
Thames Capital Management LLC8,254$8.79M3.44%+2,475+42.8%Added
Westpac Banking Corp8,288$8.83M0.70%+48+0.6%Added
GTS Securities LLC8,314$8.85M0.18%+4,363+110.4%Added
Guinness Atkinson Asset Management Inc8,349$8.89M4.35%−1,103−11.7%Reduced
Hartford Investment Management Co8,377$8.92M0.31%−101−1.2%Reduced
Bailard, Inc.8,387$8.93M0.25%+100+1.2%Added
Banque Cantonale Vaudoise8,526$9.08M0.36%+91+1.1%Added
McBroom & Associates, LLC8,594$9.15M5.73%+59+0.7%Added
Taylor Hoffman Wealth Management8,769$9.30M3.79%−7−0.1%Reduced
Horizon Investment Services, LLC8,749$9.32M4.39%−98−1.1%Reduced
Financial Partners Group, LLC8,790$9.36M3.63%00.0%Unchanged
Vident Advisory, LLC8,819$9.39M0.26%−291−3.2%Reduced
Carret Asset Management, LLC8,931$9.51M1.11%−194−2.1%Reduced
Silvant Capital Management LLC8,951$9.55M0.42%00.0%Unchanged
Atria Investments LLC9,077$9.67M0.13%+99+1.1%Added
Benjamin F. Edwards & Company, Inc.9,089$9.68M0.17%+1,259+16.1%Added
HB Wealth Management, LLC9,136$9.73M0.11%+465+5.4%Added
MAI Capital Management9,158$9.75M0.10%+76+0.8%Added
Fusion Capital, LLC9,182$9.78M4.46%−533−5.5%Reduced
MBB Public Markets I LLC9,192$9.79M0.20%+9,192New
Heron Bay Capital Management9,208$9.81M2.09%−414−4.3%Reduced
Central Bank & Trust Co9,222$9.82M1.37%−428−4.4%Reduced
Fiduciary Trust Co9,264$9.86M0.15%−107−1.1%Reduced
Laffer Tengler Investments9,311$9.91M2.14%+795+9.3%Added
Fuller & Thaler Asset Management, Inc.9,315$9.92M0.04%−2,861−23.5%Reduced
Vinva Investment Management Ltd9,437$9.96M0.51%+3,969+72.6%Added
Modera Wealth Management, LLC9,431$10.0M0.15%−348−3.6%Reduced
Capitolis Liquid Global Markets LLC9,500$10.1M0.13%−10,800−53.2%Reduced
Wolverine Trading, LLC9,571$10.2M0.17%−7,129−42.7%Reduced
Omers Administration Corp9,584$10.2M0.10%+9,584New
Cresset Asset Management, LLC9,600$10.2M0.04%+1,199+14.3%Added
River Wealth Advisors LLC9,645$10.3M1.47%−144−1.5%Reduced
Texas Capital Bank Wealth Management Services Inc9,656$10.3M1.07%−22−0.2%Reduced
Cullinan Associates Inc9,700$10.3M0.58%00.0%Unchanged
Level Four Advisory Services, LLC9,709$10.3M0.47%−1,113−10.3%Reduced
Contravisory Investment Management, Inc.9,804$10.4M2.31%−127−1.3%Reduced
Aviance Capital Partners, LLC9,847$10.5M1.49%+142+1.5%Added
Kentucky Retirement Systems9,852$10.5M0.30%−104−1.0%Reduced
Raymond James Trust N.A.9,898$10.5M0.25%−68−0.7%Reduced
Valley National Advisers Inc9,980$10.6M1.58%−364−3.5%Reduced
Violich Capital Management, Inc.10,000$10.6M1.44%00.0%Unchanged