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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
SEI Investments Co146,575$156.1M0.22%−911−0.6%Reduced
Russell Investments Group, Ltd.154,185$164.1M0.26%−1,764−1.1%Reduced
ProShare Advisors LLC163,335$173.9M0.47%−12,319−7.0%Reduced
Tairen Capital Ltd163,605$174.2M6.25%+108,973+199.5%Added
Epoch Investment Partners, Inc.164,680$175.4M0.80%−454−0.3%Reduced
Neuberger Berman Group LLC169,193$180.2M0.15%−5,725−3.3%Reduced
KBC Group NV172,625$183.8M0.56%+6,341+3.8%Added
Clearbridge Investments, LLC174,051$185.3M0.15%+2,841+1.7%Added
Lord, Abbett & Co. LLC174,117$185.4M0.61%−68,627−28.3%Reduced
New York State Common Retirement Fund174,581$185.9M0.24%−23,837−12.0%Reduced
Panagora Asset Management Inc175,616$187.0M0.94%+118,634+208.2%Added
Victory Capital Management Inc176,264$187.7M0.19%−1,952−1.1%Reduced
Aspex Management (HK) Ltd184,961$197.0M4.21%−28,912−13.5%Reduced
Bank Julius Baer & Co. Ltd, Zurich171,166$197.6M0.76%−9,758−5.4%Reduced
Swedbank AB193,936$206.5M0.28%−4,370−2.2%Reduced
Prudential Financial Inc194,905$207.5M0.31%−60,605−23.7%Reduced
CI Private Wealth, LLC197,391$210.2M0.37%−53,955−21.5%Reduced
Jennison Associates LLC198,550$211.4M0.14%+106,317+115.3%Added
Two Sigma Investments, LP201,997$215.1M0.51%+200,797+16,733.1%Added
AQR Capital Management LLC207,686$221.2M0.34%+40,907+24.5%Added
Millennium Management LLC210,502$224.2M0.18%+39,112+22.8%Added
California State Teachers Retirement System213,616$227.5M0.28%−2,717−1.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.220,541$234.8M0.29%+18,042+8.9%Added
Boston Partners228,258$242.9M0.30%−32,584−12.5%Reduced
Scge Management, L.P.235,000$250.2M4.89%00.0%Unchanged
Man Group plc235,391$250.7M0.66%+73,556+45.5%Added
Bank of Montreal238,206$251.7M0.13%−47,724−16.7%Reduced
California Public Employees Retirement System240,046$255.6M0.19%−27,014−10.1%Reduced
Cincinnati Insurance Co249,211$265.4M4.38%00.0%Unchanged
Voya Investment Management LLC250,710$267.0M0.26%+15,977+6.8%Added
Principal Financial Group Inc253,835$270.3M0.16%+13,683+5.7%Added
National Pension Service262,306$279.3M0.32%+2,085+0.8%Added
Envestnet Asset Management Inc262,489$279.5M0.10%−10,578−3.9%Reduced
Rhumbline Advisers264,915$282.1M0.27%−4,827−1.8%Reduced
Oaktop Capital Management II, L.P.269,146$286.6M29.35%00.0%Unchanged
Schroder Investment Management Group288,397$307.1M0.34%+161,224+126.8%Added
Mackenzie Financial Corp288,704$307.4M0.46%+460.0%Added
William Blair Investment Management, LLC296,781$316.0M0.83%+41,379+16.2%Added
Sumitomo Mitsui Trust Holdings, Inc.312,766$333.0M0.25%−25,363−7.5%Reduced
The PNC Financial Services Group, Inc.312,879$333.2M0.22%+649+0.2%Added
Alliancebernstein L.P.314,331$334.7M0.12%+19,207+6.5%Added
TD Asset Management Inc318,005$338.6M0.32%−24,816−7.2%Reduced
Qube Research & Technologies Ltd339,184$361.2M0.67%+303,894+861.1%Added
Allianz Asset Management GmbH339,236$361.2M0.58%+17,820+5.5%Added
Macquarie Group Ltd344,761$367.1M0.42%−1,641−0.5%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management353,183$376.1M1.74%00.0%Unchanged
Rafferty Asset Management, LLC382,113$406.9M1.51%−26,794−6.6%Reduced
Swiss National Bank388,200$413.4M0.28%−6,500−1.6%Reduced
Alkeon Capital Management LLC393,046$418.5M2.14%+100,000+34.1%Added
Pictet Asset Management Holding SA395,512$421.1M0.48%+4,192+1.1%Added
Canada Pension Plan Investment Board420,117$447.4M0.44%+8,295+2.0%Added
First Trust Advisors LP452,374$481.7M0.49%−32,814−6.8%Reduced
Coatue Management LLCSuperinvestorCoatue Management457,443$487.1M1.90%+12,927+2.9%Added
Nordea Investment Management AB455,642$488.1M0.57%+10,867+2.4%Added
Citigroup Inc488,874$520.6M0.50%+117,214+31.5%Added
Artisan Partners Limited Partnership502,582$535.2M0.81%+2,245+0.4%Added
HSBC Holdings PLC504,816$539.0M0.35%+30,698+6.5%Added
Royal Bank of Canada510,658$543.8M0.13%+158,886+45.2%Added
Deutsche Bank AG552,426$588.3M0.27%+31,263+6.0%Added
BNP Paribas Arbitrage, SA554,448$590.4M0.64%+40,248+7.8%Added
Arrowstreet Capital, Limited Partnership591,964$630.4M0.55%+355,302+150.1%Added
Winslow Capital Management, LLC604,460$643.7M2.32%+49,784+9.0%Added
UBS Group AG612,721$652.5M0.20%−33,255−5.1%Reduced
Dimensional Fund Advisors LP614,205$654.0M0.17%+25,362+4.3%Added
Wells Fargo & Company656,735$699.3M0.18%+5,069+0.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC767,618$817.4M2.76%+26,800+3.6%Added
Barclays PLC791,019$842.3M0.39%−34,411−4.2%Reduced
Charles Schwab Investment Management Inc811,731$864.4M0.16%+22,075+2.8%Added
Legal & General Group Plc978,462$1.04B0.29%−38,921−3.8%Reduced
Franklin Resources Inc1,046,429$1.11B0.34%+14,953+1.4%Added
Van Eck Associates Corp1,075,893$1.15B1.63%+107,778+11.1%Added
Goldman Sachs Group Inc1,092,522$1.16B0.23%−92,707−7.8%Reduced
UBS Asset Management Americas Inc1,110,536$1.18B0.34%+154,004+16.1%Added
Sands Capital Management, LLC1,149,710$1.22B3.60%−264,902−18.7%Reduced
Bank of New York Mellon Corp1,229,035$1.31B0.25%−140,805−10.3%Reduced
Massachusetts Financial Services Co1,254,188$1.34B0.41%+89,470+7.7%Added
Amundi1,266,211$1.37B0.52%+143,705+12.8%Added
Nuveen Asset Management, LLC1,287,566$1.37B0.40%−221,774−14.7%Reduced
Bank of America Corp1,296,643$1.38B0.13%+134,280+11.6%Added
Northern Trust Corp1,414,680$1.51B0.25%+2,118+0.1%Added
Norges Bank1,813,335$1.93B0.29%+133,773+8.0%Added
Janus Henderson Group PLC1,827,784$1.95B1.04%−121,535−6.2%Reduced
Fisher Asset Management, LLC1,860,380$1.98B0.86%−5,461−0.3%Reduced
Invesco Ltd.1,867,803$1.99B0.42%+60,144+3.3%Added
Morgan Stanley2,055,560$2.19B0.17%+143,876+7.5%Added
Price T Rowe Associates Inc2,483,209$2.64B0.32%−475,942−16.1%Reduced
Geode Capital Management, LLC3,056,458$3.25B0.29%+69,754+2.3%Added
Ameriprise Financial Inc3,096,604$3.30B0.89%−420,723−12.0%Reduced
FMR LLC4,107,695$4.37B0.28%+424,812+11.5%Added
JPMorgan Chase & Co4,366,650$4.65B0.40%−40,018−0.9%Reduced
State Street Corp5,792,590$6.18B0.27%−19,735−0.3%Reduced
Vanguard Group Inc12,050,489$12.8B0.25%+193,828+1.6%Added
BlackRock Inc.12,929,760$13.8B0.31%+757,216+6.2%Added
WCM Investment Management, LLC0$00.00%−484,865−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−55,500−100.0%Sold out
American International Group, Inc.0$00.00%−47,625−100.0%Sold out
Frontier Capital Management Co LLC0$00.00%−34,752−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−27,119−100.0%Sold out
Texas Permanent School Fund0$00.00%−27,102−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−19,463−100.0%Sold out