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 |
|---|---|---|---|---|---|
| Leuthold Group, LLC | 20,497 | $21.8M | 2.52% | −3,438−14.4% | Reduced |
| Gratus Capital LLC | 20,568 | $21.9M | 0.88% | +564+2.8% | Added |
| Baker Avenue Asset Management, LP | 20,584 | $21.9M | 0.75% | −577−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,627 | $22.0M | 0.08% | +3,434+20.0% | Added |
| Gradient Investments LLC | 21,100 | $22.5M | 0.50% | +2,140+11.3% | Added |
| CBOE Vest Financial, LLC | 21,333 | $22.7M | 0.54% | +1,706+8.7% | Added |
| Profund Advisors LLC | 21,365 | $22.8M | 0.84% | +1,189+5.9% | Added |
| Utah Retirement Systems | 21,487 | $22.9M | 0.27% | −1,361−6.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 21,287 | $22.9M | 1.91% | −847−3.8% | Reduced |
| Moneta Group Investment Advisors LLC | 21,774 | $23.2M | 0.37% | −208−0.9% | Reduced |
| Banco Santander, S.A. | 21,851 | $23.3M | 0.29% | +13,669+167.1% | Added |
| Cullen/Frost Bankers, Inc. | 21,923 | $23.3M | 0.34% | +201+0.9% | Added |
| PGGM Investments | 22,093 | $23.5M | 0.34% | +3,986+22.0% | Added |
| Advisor Group Holdings, Inc. | 22,226 | $23.7M | 0.06% | +4,040+22.2% | Added |
| Pacer Advisors, Inc. | 22,304 | $23.8M | 0.05% | −815−3.5% | Reduced |
| Hosking Partners LLP | 22,513 | $24.0M | 0.89% | +1,407+6.7% | Added |
| State of Alaska, Department of Revenue | 22,932 | $24.4M | 0.27% | +3,750+19.5% | Added |
| Stephens Inc | 23,750 | $25.3M | 0.39% | −31−0.1% | Reduced |
| Transform Wealth, LLC | 24,579 | $26.2M | 1.97% | +570+2.4% | Added |
| Czech National Bank | 24,914 | $26.5M | 0.30% | +1,847+8.0% | Added |
| Daiwa Securities Group Inc. | 24,949 | $26.6M | 0.14% | −6,035−19.5% | Reduced |
| Alberta Investment Management Corp | 24,956 | $26.6M | 0.28% | −6,901−21.7% | Reduced |
| J. Goldman & Co LP | 25,014 | $26.6M | 0.99% | +25,014 | New |
| Nippon Life Global Investors Americas, Inc. | 25,110 | $26.8M | 1.18% | +1,170+4.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 25,783 | $27.5M | 1.69% | −151−0.6% | Reduced |
| Capco Asset Management, LLC | 26,208 | $27.9M | 6.60% | +340+1.3% | Added |
| CIBC World Markets Corp | 26,367 | $28.1M | 0.18% | −45,120−63.1% | Reduced |
| Wellington Management Group LLP | 26,497 | $28.2M | 0.01% | −7,312−21.6% | Reduced |
| Pathstone Holdings, LLC | 27,009 | $28.8M | 0.13% | −961−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,248 | $29.0M | 0.07% | +1,028+3.9% | Added |
| IFM Investors Pty Ltd | 27,249 | $29.0M | 0.29% | +57+0.2% | Added |
| Rokos Capital Management LLP | 27,394 | $29.1M | 0.67% | +27,394 | New |
| Huntington National Bank | 27,465 | $29.2M | 0.23% | +498+1.8% | Added |
| Cincinnati Financial Corp | 27,724 | $29.5M | 0.64% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 27,911 | $29.7M | 0.40% | −3,760−11.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,020 | $29.8M | 0.57% | −1,442−4.9% | Reduced |
| Amalgamated Bank | 28,098 | $29.9M | 0.25% | −443−1.6% | Reduced |
| Andra AP-fonden | 28,100 | $29.9M | 0.50% | +4,600+19.6% | Added |
| Arvest Trust Co N A | 28,148 | $30.0M | 1.78% | −1,455−4.9% | Reduced |
| Cetera Investment Advisers | 28,382 | $30.2M | 0.07% | +585+2.1% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 28,526 | $30.4M | 0.34% | +28,526 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,717 | $30.6M | 0.20% | −64−0.2% | Reduced |
| Retirement Systems of Alabama | 28,840 | $30.7M | 0.12% | −97−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 29,123 | $31.0M | 0.04% | +15,079+107.4% | Added |
| Williams Jones Wealth Management, LLC. | 29,385 | $31.3M | 0.39% | −150−0.5% | Reduced |
| Varma Mutual Pension Insurance Co | 29,493 | $31.4M | 0.25% | −3,907−11.7% | Reduced |
| Rockefeller Capital Management L.P. | 29,514 | $31.4M | 0.09% | −9,020−23.4% | Reduced |
| Assetmark, Inc | 29,553 | $31.5M | 0.10% | +7,499+34.0% | Added |
| McGuire Investment Group, LLC | 29,988 | $31.9M | 4.58% | −1,869−5.9% | Reduced |
| Wealth Architects, LLC | 30,261 | $32.2M | 3.94% | +30,034+13,230.8% | Added |
| Schonfeld Strategic Advisors LLC | 30,693 | $32.7M | 0.25% | +30,193+6,038.6% | Added |
| Kovitz Investment Group Partners, LLC | 30,835 | $32.8M | 0.28% | +19,552+173.3% | Added |
| Xponance, Inc. | 32,084 | $34.2M | 0.35% | +454+1.4% | Added |
| USS Investment Management Ltd | 32,196 | $34.3M | 0.27% | +175+0.5% | Added |
| Woodline Partners LP | 32,194 | $34.3M | 0.33% | +32,194 | New |
| Liontrust Investment Partners LLP | 32,500 | $34.6M | 0.49% | −2,500−7.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 33,536 | $35.8M | 0.89% | −264−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 33,913 | $36.1M | 0.43% | +2,169+6.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,375 | $36.6M | 0.38% | +7,760+29.2% | Added |
| Comerica Bank | 34,532 | $36.8M | 0.15% | −1,852−5.1% | Reduced |
| Thrivent Financial for Lutherans | 35,655 | $38.0M | 0.08% | +2,288+6.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,038 | $38.4M | 0.05% | −2,819−7.3% | Reduced |
| TCW Group Inc | 36,145 | $38.5M | 0.34% | −1,403−3.7% | Reduced |
| Braun Stacey Associates Inc | 36,217 | $38.6M | 1.49% | −797−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 36,287 | $38.6M | 2.93% | +110.0% | Added |
| Forsta Ap-Fonden | 36,600 | $39.0M | 0.35% | −4,500−10.9% | Reduced |
| Squarepoint Ops LLC | 36,674 | $39.1M | 0.15% | −44,149−54.6% | Reduced |
| Calamos Advisors LLC | 36,707 | $39.1M | 0.19% | −546−1.5% | Reduced |
| Cerity Partners LLC | 36,974 | $39.4M | 0.11% | −1,692−4.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 37,230 | $39.6M | 0.89% | +2,734+7.9% | Added |
| Adams Diversified Equity Fund, Inc. | 37,500 | $39.9M | 1.36% | 00.0% | Unchanged |
| Harbor Island Capital LLC | 37,802 | $40.3M | 17.33% | −170−0.4% | Reduced |
| Arizona State Retirement System | 38,008 | $40.5M | 0.27% | +187+0.5% | Added |
| NewEdge Wealth, LLC | 38,186 | $40.7M | 0.88% | +165+0.4% | Added |
| CIBC Asset Management Inc | 38,372 | $40.9M | 0.15% | −507−1.3% | Reduced |
| State of Michigan Retirement System | 38,380 | $40.9M | 0.21% | +200+0.5% | Added |
| Nicholas Company, Inc. | 38,550 | $41.0M | 0.68% | −4,045−9.5% | Reduced |
| Glenmede Trust Co NA | 38,698 | $41.2M | 0.21% | −2,352−5.7% | Reduced |
| Renaissance Group LLC | 38,705 | $41.2M | 1.61% | −939−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 39,206 | $41.7M | 0.07% | −1,094−2.7% | Reduced |
| UniSuper Management Pty Ltd | 39,540 | $42.1M | 0.35% | +4,519+12.9% | Added |
| Delta Global Management LP | 40,015 | $42.6M | 2.83% | +40,015 | New |
| Lazard Asset Management LLC | 40,675 | $43.3M | 0.05% | +11,347+38.7% | Added |
| MetLife Investment Management | 40,933 | $43.6M | 0.26% | +5,068+14.1% | Added |
| APG Asset Management US Inc. | 41,144 | $43.6M | 0.25% | +832+2.1% | Added |
| Baird Financial Group, Inc. | 41,146 | $43.8M | 0.09% | +5,326+14.9% | Added |
| DnB Asset Management AS | 41,705 | $44.4M | 0.21% | +5,488+15.2% | Added |
| Laurion Capital Management LP | 41,787 | $44.5M | 1.45% | +1,346+3.3% | Added |
| AXA S.A. | 42,230 | $45.0M | 0.13% | +5,155+13.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 43,131 | $45.9M | 1.94% | +25,864+149.8% | Added |
| QRG Capital Management, Inc. | 43,328 | $46.1M | 0.55% | −5,219−10.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 43,410 | $46.2M | 0.76% | −6,377−12.8% | Reduced |
| Federated Hermes, Inc. | 43,991 | $46.8M | 0.11% | −2,901−6.2% | Reduced |
| US Bancorp | 44,305 | $47.2M | 0.06% | −2,038−4.4% | Reduced |
| Guinness Asset Management LTD | 44,491 | $47.4M | 0.98% | −3,962−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 44,661 | $47.6M | 0.30% | +559+1.3% | Added |
| Mercer Global Advisors Inc | 44,959 | $47.9M | 0.13% | −4,294−8.7% | Reduced |
| Truist Financial Corp | 45,118 | $48.0M | 0.07% | −2,816−5.9% | Reduced |
| FIL Ltd | 45,172 | $48.1M | 0.05% | −2,626−5.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 45,370 | $48.3M | 0.29% | −2,904−6.0% | Reduced |