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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,142 | $463.5B |
| Q1 2026 | 2,651 | $221.3B |
| Q4 2025 | 2,395 | $183.9B |
| Q3 2025 | 2,110 | $136.5B |
| Q2 2025 | 1,882 | $102.7B |
| Q1 2025 | 1,801 | $75.8B |
| Q4 2024 | 1,695 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 10,032 | $10.7M | 0.44% | +2,715+37.1% | Added |
| Quantbot Technologies LP | 10,042 | $10.7M | 0.52% | +4,711+88.4% | Added |
| Marco Investment Management LLC | 10,050 | $10.7M | 0.99% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 10,085 | $10.7M | 0.24% | +10,085 | New |
| Trexquant Investment LP | 10,099 | $10.8M | 0.16% | −1,119−10.0% | Reduced |
| Baldwin Investment Management, LLC | 10,112 | $10.8M | 1.47% | −18−0.2% | Reduced |
| Graham Capital Management, L.P. | 10,130 | $10.8M | 0.37% | +8,615+568.6% | Added |
| Maryland State Retirement & Pension System | 10,181 | $10.8M | 0.20% | −152−1.5% | Reduced |
| National Asset Management, Inc. | 10,183 | $10.9M | 0.28% | −12,503−55.1% | Reduced |
| Stratos Wealth Partners, LTD. | 10,208 | $10.9M | 0.17% | +682+7.2% | Added |
| Chartwell Investment Partners, LLC | 10,452 | $11.1M | 0.39% | −1,196−10.3% | Reduced |
| Financial Counselors Inc | 10,464 | $11.1M | 0.18% | −50−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,554 | $11.2M | 0.10% | −297−2.7% | Reduced |
| Gotham Asset Management, LLC | 10,674 | $11.4M | 0.15% | −311−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 10,689 | $11.4M | 0.29% | −397−3.6% | Reduced |
| Carderock Capital Management Inc | 10,830 | $11.5M | 3.02% | +347+3.3% | Added |
| Systematic Alpha Investments, LLC | 10,889 | $11.6M | 0.44% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 10,889 | $11.6M | 4.24% | +1,102+11.3% | Added |
| Winmill & Co. Inc | 10,900 | $11.6M | 3.96% | 00.0% | Unchanged |
| L & S Advisors Inc | 10,996 | $11.7M | 1.33% | +1,411+14.7% | Added |
| Gateway Investment Advisers LLC | 11,054 | $11.8M | 0.13% | +684+6.6% | Added |
| Oregon Public Employees Retirement Fund | 11,246 | $12.0M | 0.24% | +31+0.3% | Added |
| Steel Peak Wealth Management LLC | 11,271 | $12.0M | 0.57% | +296+2.7% | Added |
| Maytus Capital Management, LLC | 11,294 | $12.0M | 4.30% | −1,706−13.1% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 11,300 | $12.0M | 1.42% | +2,500+28.4% | Added |
| Berkshire Capital Holdings Inc | 11,380 | $12.1M | 4.90% | +11,370+113,700.0% | Added |
| Groupama Asset Managment | 23,111 | $12.3M | 0.25% | +13,138+131.7% | Added |
| Nilsine Partners, LLC | 11,531 | $12.3M | 1.65% | +27+0.2% | Added |
| Investment Management Corp of Ontario | 11,579 | $12.3M | 0.33% | +900+8.4% | Added |
| Kestra Advisory Services, LLC | 12,979 | $12.3M | 0.07% | +1,044+8.7% | Added |
| YHB Investment Advisors, Inc. | 11,609 | $12.4M | 1.06% | −168−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,670 | $12.4M | 0.30% | −3,095−21.0% | Reduced |
| Banque Pictet & Cie SA | 11,693 | $12.5M | 0.13% | +1,048+9.8% | Added |
| Bamco Inc | 11,793 | $12.6M | 0.04% | +30.0% | Added |
| SpiderRock Advisors, LLC | 11,937 | $12.7M | 0.33% | +276+2.4% | Added |
| Capital International Investors | 12,014 | $12.8M | 0.00% | +1,719+16.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,019 | $12.8M | 0.04% | −50,786−80.9% | Reduced |
| Elo Mutual Pension Insurance Co | 12,030 | $12.8M | 0.30% | −489−3.9% | Reduced |
| Intech Investment Management LLC | 12,150 | $12.9M | 0.16% | +371+3.1% | Added |
| First Citizens Bank & Trust Co | 12,347 | $13.1M | 0.25% | +287+2.4% | Added |
| Generate Investment Management Ltd | 12,400 | $13.2M | 0.96% | −3,028−19.6% | Reduced |
| LMCG Investments, LLC | 12,549 | $13.4M | 0.78% | −1,531−10.9% | Reduced |
| Baker Ellis Asset Management LLC | 13,018 | $13.9M | 2.09% | −477−3.5% | Reduced |
| King Luther Capital Management Corp | 13,019 | $13.9M | 0.06% | −1,201−8.4% | Reduced |
| M&T Bank Corp | 13,087 | $13.9M | 0.05% | +438+3.5% | Added |
| Means Investment Co., Inc. | 13,200 | $14.1M | 1.68% | +98+0.7% | Added |
| Moran Wealth Management, LLC | 13,216 | $14.1M | 0.46% | +12,753+2,754.4% | Added |
| O'Shaughnessy Asset Management, LLC | 13,281 | $14.1M | 0.15% | +1,223+10.1% | Added |
| Matthews International Capital Management LLC | 13,339 | $14.2M | 3.09% | −951−6.7% | Reduced |
| Prudential PLC | 13,399 | $14.3M | 0.10% | −1,789−11.8% | Reduced |
| Railway Pension Investments Ltd | 13,400 | $14.3M | 0.17% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,433 | $14.3M | 0.17% | +595+4.6% | Added |
| Wealthfront Advisers LLC | 13,491 | $14.4M | 0.05% | +460+3.5% | Added |
| Nemes Rush Group LLC | 13,547 | $14.4M | 1.98% | −78−0.6% | Reduced |
| Advisory Services Network, LLC | 13,559 | $14.4M | 0.30% | +1,642+13.8% | Added |
| Empowered Funds, LLC | 13,817 | $14.7M | 0.25% | +7,755+127.9% | Added |
| Allspring Global Investments Holdings, LLC | 13,854 | $14.8M | 0.02% | −213−1.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,065 | $15.0M | 7.50% | +4,184+42.3% | Added |
| JustInvest LLC | 14,794 | $15.2M | 0.29% | +968+7.0% | Added |
| Empire Life Investments Inc. | 14,465 | $15.4M | 0.97% | −341−2.3% | Reduced |
| First Financial Bankshares Inc | 14,532 | $15.5M | 0.35% | −125−0.9% | Reduced |
| Ieq Capital, LLC | 14,655 | $15.6M | 0.21% | +799+5.8% | Added |
| Illinois Municipal Retirement Fund | 14,671 | $15.6M | 0.24% | −366−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 14,684 | $15.6M | 0.30% | −720−4.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,731 | $15.7M | 0.17% | +1,915+14.9% | Added |
| Eldred Rock Partners, LLC | 14,740 | $15.7M | 6.56% | −2,231−13.1% | Reduced |
| BTC Capital Management, Inc. | 14,744 | $15.7M | 1.46% | −212−1.4% | Reduced |
| Sanctuary Advisors, LLC | 17,035 | $15.8M | 0.11% | +17,035 | New |
| Covington Investment Advisors Inc. | 15,091 | $16.1M | 2.58% | +1,970+15.0% | Added |
| Ethic Inc. | 15,256 | $16.2M | 0.38% | +670+4.6% | Added |
| SG Americas Securities, LLC | 15,331 | $16.3M | 0.10% | −50,711−76.8% | Reduced |
| iA Global Asset Management Inc. | 15,473 | $16.5M | 0.31% | −1,862−10.7% | Reduced |
| Two Sigma Securities, LLC | 15,524 | $16.5M | 0.79% | +15,230+5,180.3% | Added |
| Cozad Asset Management Inc | 15,569 | $16.6M | 1.65% | −245−1.5% | Reduced |
| HRT Financial LP | 16,049 | $17.1M | 0.10% | +16,049 | New |
| Harvest Fund Management Co., Ltd | 16,332 | $17.4M | 1.26% | +9,978+157.0% | Added |
| Fifth Third Bancorp | 16,472 | $17.5M | 0.07% | +1,162+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 16,494 | $17.6M | 0.09% | −8,321−33.5% | Reduced |
| Great Lakes Advisors, LLC | 16,732 | $17.8M | 0.16% | −3,101−15.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 16,787 | $17.9M | 2.93% | −10−0.1% | Reduced |
| South Dakota Investment Council | 16,833 | $17.9M | 0.37% | −133−0.8% | Reduced |
| Linscomb & Williams, Inc. | 17,120 | $18.2M | 0.94% | −1,700−9.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,196 | $18.3M | 0.06% | −1,299−7.0% | Reduced |
| Terry L. Blaker | 17,610 | $18.8M | 0.75% | −229−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 17,775 | $18.9M | 0.32% | +5,366+43.2% | Added |
| Louisiana State Employees Retirement System | 17,800 | $19.0M | 0.37% | −100−0.6% | Reduced |
| Holocene Advisors, LP | 17,961 | $19.1M | 0.08% | −8,418−31.9% | Reduced |
| Yousif Capital Management, LLC | 17,972 | $19.1M | 0.22% | −826−4.4% | Reduced |
| Shelton Capital Management | 18,156 | $19.3M | 0.53% | +1,024+6.0% | Added |
| Public Employees Retirement Association of Colorado | 18,166 | $19.3M | 0.08% | −630−3.4% | Reduced |
| Lido Advisors, LLC | 18,138 | $19.4M | 0.16% | +266+1.5% | Added |
| Burney Co | 18,301 | $19.5M | 0.74% | −983−5.1% | Reduced |
| Walleye Capital LLC | 18,316 | $19.5M | 0.20% | +16,904+1,197.2% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,862 | $21.2M | 5.03% | +400+2.1% | Added |
| New York Life Investment Management LLC | 19,948 | $21.2M | 0.21% | +100+0.5% | Added |
| CIBC World Markets Inc. | 19,975 | $21.3M | 0.05% | −177−0.9% | Reduced |
| M&G Plc | 20,231 | $21.5M | 0.13% | −5,102−20.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,287 | $21.6M | 0.09% | −3,021−13.0% | Reduced |
| Mutual of America Capital Management LLC | 20,411 | $21.7M | 0.24% | +540+2.7% | Added |
| Achmea Investment Management B.V. | 20,448 | $21.8M | 0.39% | +2,427+13.5% | Added |