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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; 3,142 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: 1,696 institutionsQ1 2025: 1,802 institutionsQ2 2025: 1,883 institutionsQ3 2025: 2,111 institutionsQ4 2025: 2,396 institutionsQ1 2026: 2,652 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 20262,652$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, 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
Great West Life Assurance Co123,510$131.5M0.25%−621−0.5%Reduced
Skandinaviska Enskilda Banken AB (publ)121,535$129.3M0.62%−1,519−1.2%Reduced
Manufacturers Life Insurance Company, The118,390$126.1M0.12%+10,070+9.3%Added
New York State Teachers Retirement System115,223$122.7M0.26%−6,179−5.1%Reduced
Candriam Luxembourg S.C.A.114,515$121.9M0.74%−3,518−3.0%Reduced
Los Angeles Capital Management LLC113,874$121.3M0.43%+19,029+20.1%Added
Erste Asset Management GmbH113,935$120.9M1.60%−2,586−2.2%Reduced
Nomura Asset Management Co Ltd112,976$120.4M0.41%+11,953+11.8%Added
Toronto Dominion Bank111,870$119.1M0.19%+28,826+34.7%Added
Captrust Financial Advisors110,659$117.8M0.38%+2,028+1.9%Added
Robeco Institutional Asset Management B.V.110,003$117.1M0.25%+34,471+45.6%Added
Appaloosa LPSuperinvestorAppaloosa109,000$116.1M1.88%−6,000−5.2%Reduced
RE Advisers Corp109,000$116.1M2.86%−1,800−1.6%Reduced
Two Sigma Advisers, LP108,400$115.4M0.26%+108,400New
ING Groep NV108,249$115.3M0.68%+37,917+53.9%Added
Natixis107,353$114.3M0.72%−35,614−24.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.106,871$113.7M0.27%+106,871New
Colony Group, LLC105,798$112.7M0.38%+55,254+109.3%Added
Heard Capital LLC104,633$111.4M6.80%−400−0.4%Reduced
Bessemer Group Inc104,369$111.1M0.20%−15,872−13.2%Reduced
Mirae Asset Global Investments Co., Ltd.105,144$111.0M0.55%−102,069−49.3%Reduced
HM Payson & Co103,389$110.1M2.00%−4,256−4.0%Reduced
Agf Management Ltd102,688$109.3M0.61%−120,356−54.0%Reduced
State of Wisconsin Investment Board102,013$108.6M0.29%−16,847−14.2%Reduced
Mitsubishi UFJ Trust & Banking Corp101,397$108.0M0.26%−33,074−24.6%Reduced
Eventide Asset Management, LLC100,963$107.5M1.84%+6,340+6.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main100,448$106.9M0.12%+2,303+2.3%Added
American Century Companies Inc99,283$105.7M0.06%+14,800+17.5%Added
Acadian Asset Management LLC96,723$103.0M0.32%+88,847+1,128.1%Added
Guggenheim Capital LLC95,397$101.6M0.73%−5,000−5.0%Reduced
Mariner, LLC92,303$98.3M0.19%−210.0%Reduced
LPL Financial LLC91,449$97.4M0.05%+10,401+12.8%Added
Zurich Insurance Group Ltd90,500$96.4M0.84%+11,452+14.5%Added
APG Asset Management N.V.94,215$93.6M0.17%−225−0.2%Reduced
Vontobel Holding Ltd.87,247$92.9M0.30%+49,300+129.9%Added
NZS Capital, LLC85,949$91.5M3.75%−4,016−4.5%Reduced
Aviva PLC85,798$91.4M0.25%+16,465+23.7%Added
Associated Banc-Corp85,754$91.3M2.84%−271−0.3%Reduced
Storebrand Asset Management AS85,404$90.9M0.30%+3,613+4.4%Added
Evergreen Quality Fund GP, Ltd.85,200$90.7M3.74%+85,200New
Raymond James & Associates81,334$86.6M0.06%−44,581−35.4%Reduced
Nissay Asset Management Corp80,354$85.6M0.57%+46,513+137.4%Added
Jupiter Asset Management Ltd78,634$83.7M0.79%+18,061+29.8%Added
Danske Bank A/S77,698$82.7M0.31%−21,985−22.1%Reduced
Natixis Advisors, L.P.75,900$80.8M0.18%+5,894+8.4%Added
Pinebridge Investments, L.P.74,083$78.9M0.64%−7,014−8.6%Reduced
Citadel Advisors LLC72,920$77.6M0.08%+35,645+95.6%Added
Blue Whale Capital LLP72,350$77.0M7.35%−41,950−36.7%Reduced
Susquehanna International Group, LLP72,315$77.0M0.13%−6,180−7.9%Reduced
Chevy Chase Trust Holdings, Inc.72,267$77.0M0.25%−1,216−1.7%Reduced
Stifel Financial Corp69,775$74.3M0.08%−6,411−8.4%Reduced
Pinnacle Associates Ltd69,395$73.9M1.16%−2,813−3.9%Reduced
DekaBank Deutsche Girozentrale67,704$72.5M0.13%+1,083+1.6%Added
Capital Fund Management S.A.67,810$72.2M0.82%−48,692−41.8%Reduced
Parnassus Investments67,383$71.8M0.16%−5,757−7.9%Reduced
Jane Street Group, LLC67,323$71.7M0.08%+1,240+1.9%Added
Bridgewater Associates, LP66,515$70.8M0.37%−3,878−5.5%Reduced
Treasurer of the State of North Carolina66,139$70.4M0.30%+3,662+5.9%Added
Fort Pitt Capital Group, LLC65,684$69.9M2.12%+260.0%Added
Wedge Capital Management L L P65,106$69.3M1.23%−23,581−26.6%Reduced
Royal London Asset Management Ltd63,398$67.5M0.17%+40.0%Added
Public Employees Retirement System of Ohio63,285$67.4M0.26%−3,117−4.7%Reduced
Credit Agricole S A63,130$67.2M0.41%+54,538+634.8%Added
Asset Management One Co.,Ltd.61,694$65.7M0.25%−2,392−3.7%Reduced
Assenagon Asset Management S.A.61,494$65.5M0.16%+26,319+74.8%Added
Vaughan David Investments LLC61,329$65.3M1.65%−1,567−2.5%Reduced
Ninety One UK Ltd60,716$64.7M0.18%+13,258+27.9%Added
HighTower Advisors, LLC59,209$62.8M0.10%+7,408+14.3%Added
STRS Ohio58,332$62.1M0.25%−2,477−4.1%Reduced
Flputnam Investment Management Co57,868$61.6M1.16%−1,283−2.2%Reduced
Castleark Management LLC56,802$60.5M2.47%+2,600+4.8%Added
Crosslink Capital Inc55,569$59.2M8.26%+609+1.1%Added
Handelsbanken Fonder AB55,011$58.6M0.25%−2,394−4.2%Reduced
Value Aligned Research Advisors, LLC54,794$58.3M12.78%+163+0.3%Added
Bank of Nova Scotia54,791$58.3M0.11%+6,163+12.7%Added
Ensign Peak Advisors, Inc53,480$56.9M0.10%−15,495−22.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)52,761$56.2M0.18%+1,884+3.7%Added
Triple Frond Partners LLC52,530$55.9M6.56%00.0%Unchanged
British Columbia Investment Management Corp52,349$55.7M0.34%−12,540−19.3%Reduced
Marex Group plc52,229$55.6M1.49%+1,129+2.2%Added
Mn Services Vermogensbeheer B.V.52,084$55.5M0.40%−1,200−2.3%Reduced
Caisse de Depot Et Placement du Quebec51,651$55.0M0.13%−31,664−38.0%Reduced
Teacher Retirement System of Texas50,474$53.7M0.31%+17,942+55.2%Added
Northwestern Mutual Wealth Management Co49,056$52.2M0.05%+433+0.9%Added
Janney Montgomery Scott LLC48,618$51.8M0.16%−2,271−4.5%Reduced
ARS Investment Partners, LLC48,385$51.5M4.93%+91+0.2%Added
State of New Jersey Common Pension Fund D47,976$51.1M0.22%−27,589−36.5%Reduced
Ci Investments Inc.47,808$50.9M0.20%+696+1.5%Added
State of Tennessee, Treasury Department46,488$49.5M0.18%−1,492−3.1%Reduced
Creative Planning46,231$49.2M0.05%+639+1.4%Added
Corebridge Financial, Inc.45,568$48.5M0.27%+45,568New
State Farm Mutual Automobile Insurance Co45,536$48.5M0.04%00.0%Unchanged
Renaissance Technologies LLC45,356$48.3M0.08%+45,356New
Resona Asset Management Co.,Ltd.45,370$48.3M0.29%−2,904−6.0%Reduced
FIL Ltd45,172$48.1M0.05%−2,626−5.5%Reduced
Truist Financial Corp45,118$48.0M0.07%−2,816−5.9%Reduced
Mercer Global Advisors Inc44,959$47.9M0.13%−4,294−8.7%Reduced
Nisa Investment Advisors, LLC44,661$47.6M0.30%+559+1.3%Added
Guinness Asset Management LTD44,491$47.4M0.98%−3,962−8.2%Reduced
US Bancorp44,305$47.2M0.06%−2,038−4.4%Reduced