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; 3,143 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 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 43,991 | $46.8M | 0.11% | −2,901−6.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 43,410 | $46.2M | 0.76% | −6,377−12.8% | Reduced |
| QRG Capital Management, Inc. | 43,328 | $46.1M | 0.55% | −5,219−10.8% | Reduced |
| 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 |
| AXA S.A. | 42,230 | $45.0M | 0.13% | +5,155+13.9% | Added |
| Laurion Capital Management LP | 41,787 | $44.5M | 1.45% | +1,346+3.3% | Added |
| DnB Asset Management AS | 41,705 | $44.4M | 0.21% | +5,488+15.2% | Added |
| Baird Financial Group, Inc. | 41,146 | $43.8M | 0.09% | +5,326+14.9% | Added |
| APG Asset Management US Inc. | 41,144 | $43.6M | 0.25% | +832+2.1% | Added |
| MetLife Investment Management | 40,933 | $43.6M | 0.26% | +5,068+14.1% | Added |
| Lazard Asset Management LLC | 40,675 | $43.3M | 0.05% | +11,347+38.7% | Added |
| Delta Global Management LP | 40,015 | $42.6M | 2.83% | +40,015 | New |
| UniSuper Management Pty Ltd | 39,540 | $42.1M | 0.35% | +4,519+12.9% | Added |
| Commonwealth Equity Services, LLC | 39,206 | $41.7M | 0.07% | −1,094−2.7% | Reduced |
| Renaissance Group LLC | 38,705 | $41.2M | 1.61% | −939−2.4% | Reduced |
| Glenmede Trust Co NA | 38,698 | $41.2M | 0.21% | −2,352−5.7% | Reduced |
| Nicholas Company, Inc. | 38,550 | $41.0M | 0.68% | −4,045−9.5% | Reduced |
| State of Michigan Retirement System | 38,380 | $40.9M | 0.21% | +200+0.5% | Added |
| CIBC Asset Management Inc | 38,372 | $40.9M | 0.15% | −507−1.3% | Reduced |
| NewEdge Wealth, LLC | 38,186 | $40.7M | 0.88% | +165+0.4% | Added |
| Arizona State Retirement System | 38,008 | $40.5M | 0.27% | +187+0.5% | Added |
| Harbor Island Capital LLC | 37,802 | $40.3M | 17.33% | −170−0.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 37,500 | $39.9M | 1.36% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 37,230 | $39.6M | 0.89% | +2,734+7.9% | Added |
| Cerity Partners LLC | 36,974 | $39.4M | 0.11% | −1,692−4.4% | Reduced |
| Calamos Advisors LLC | 36,707 | $39.1M | 0.19% | −546−1.5% | Reduced |
| Squarepoint Ops LLC | 36,674 | $39.1M | 0.15% | −44,149−54.6% | Reduced |
| Forsta Ap-Fonden | 36,600 | $39.0M | 0.35% | −4,500−10.9% | Reduced |
| Neville Rodie & Shaw Inc | 36,287 | $38.6M | 2.93% | +110.0% | Added |
| Braun Stacey Associates Inc | 36,217 | $38.6M | 1.49% | −797−2.2% | Reduced |
| TCW Group Inc | 36,145 | $38.5M | 0.34% | −1,403−3.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,038 | $38.4M | 0.05% | −2,819−7.3% | Reduced |
| Thrivent Financial for Lutherans | 35,655 | $38.0M | 0.08% | +2,288+6.9% | Added |
| Comerica Bank | 34,532 | $36.8M | 0.15% | −1,852−5.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,375 | $36.6M | 0.38% | +7,760+29.2% | Added |
| Swiss Life Asset Management Ltd | 33,913 | $36.1M | 0.43% | +2,169+6.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 33,536 | $35.8M | 0.89% | −264−0.8% | Reduced |
| Liontrust Investment Partners LLP | 32,500 | $34.6M | 0.49% | −2,500−7.1% | Reduced |
| Woodline Partners LP | 32,194 | $34.3M | 0.33% | +32,194 | New |
| USS Investment Management Ltd | 32,196 | $34.3M | 0.27% | +175+0.5% | Added |
| Xponance, Inc. | 32,084 | $34.2M | 0.35% | +454+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 30,835 | $32.8M | 0.28% | +19,552+173.3% | Added |
| Schonfeld Strategic Advisors LLC | 30,693 | $32.7M | 0.25% | +30,193+6,038.6% | Added |
| Wealth Architects, LLC | 30,261 | $32.2M | 3.94% | +30,034+13,230.8% | Added |
| McGuire Investment Group, LLC | 29,988 | $31.9M | 4.58% | −1,869−5.9% | Reduced |
| Assetmark, Inc | 29,553 | $31.5M | 0.10% | +7,499+34.0% | Added |
| Rockefeller Capital Management L.P. | 29,514 | $31.4M | 0.09% | −9,020−23.4% | Reduced |
| Varma Mutual Pension Insurance Co | 29,493 | $31.4M | 0.25% | −3,907−11.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 29,385 | $31.3M | 0.39% | −150−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 29,123 | $31.0M | 0.04% | +15,079+107.4% | Added |
| Retirement Systems of Alabama | 28,840 | $30.7M | 0.12% | −97−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,717 | $30.6M | 0.20% | −64−0.2% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 28,526 | $30.4M | 0.34% | +28,526 | New |
| Cetera Investment Advisers | 28,382 | $30.2M | 0.07% | +585+2.1% | Added |
| Arvest Trust Co N A | 28,148 | $30.0M | 1.78% | −1,455−4.9% | Reduced |
| Andra AP-fonden | 28,100 | $29.9M | 0.50% | +4,600+19.6% | Added |
| Amalgamated Bank | 28,098 | $29.9M | 0.25% | −443−1.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 28,020 | $29.8M | 0.57% | −1,442−4.9% | Reduced |
| Artemis Investment Management LLP | 27,911 | $29.7M | 0.40% | −3,760−11.9% | Reduced |
| Cincinnati Financial Corp | 27,724 | $29.5M | 0.64% | 00.0% | Unchanged |
| Huntington National Bank | 27,465 | $29.2M | 0.23% | +498+1.8% | Added |
| Rokos Capital Management LLP | 27,394 | $29.1M | 0.67% | +27,394 | New |
| IFM Investors Pty Ltd | 27,249 | $29.0M | 0.29% | +57+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,248 | $29.0M | 0.07% | +1,028+3.9% | Added |
| Pathstone Holdings, LLC | 27,009 | $28.8M | 0.13% | −961−3.4% | Reduced |
| Wellington Management Group LLP | 26,497 | $28.2M | 0.01% | −7,312−21.6% | Reduced |
| CIBC World Markets Corp | 26,367 | $28.1M | 0.18% | −45,120−63.1% | Reduced |
| Capco Asset Management, LLC | 26,208 | $27.9M | 6.60% | +340+1.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 25,783 | $27.5M | 1.69% | −151−0.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 25,110 | $26.8M | 1.18% | +1,170+4.9% | Added |
| J. Goldman & Co LP | 25,014 | $26.6M | 0.99% | +25,014 | New |
| Alberta Investment Management Corp | 24,956 | $26.6M | 0.28% | −6,901−21.7% | Reduced |
| Daiwa Securities Group Inc. | 24,949 | $26.6M | 0.14% | −6,035−19.5% | Reduced |
| Czech National Bank | 24,914 | $26.5M | 0.30% | +1,847+8.0% | Added |
| Transform Wealth, LLC | 24,579 | $26.2M | 1.97% | +570+2.4% | Added |
| Stephens Inc | 23,750 | $25.3M | 0.39% | −31−0.1% | Reduced |
| State of Alaska, Department of Revenue | 22,932 | $24.4M | 0.27% | +3,750+19.5% | Added |
| Hosking Partners LLP | 22,513 | $24.0M | 0.89% | +1,407+6.7% | Added |
| Pacer Advisors, Inc. | 22,304 | $23.8M | 0.05% | −815−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 22,226 | $23.7M | 0.06% | +4,040+22.2% | Added |
| PGGM Investments | 22,093 | $23.5M | 0.34% | +3,986+22.0% | Added |
| Cullen/Frost Bankers, Inc. | 21,923 | $23.3M | 0.34% | +201+0.9% | Added |
| Banco Santander, S.A. | 21,851 | $23.3M | 0.29% | +13,669+167.1% | Added |
| Moneta Group Investment Advisors LLC | 21,774 | $23.2M | 0.37% | −208−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 21,287 | $22.9M | 1.91% | −847−3.8% | Reduced |
| Utah Retirement Systems | 21,487 | $22.9M | 0.27% | −1,361−6.0% | Reduced |
| Profund Advisors LLC | 21,365 | $22.8M | 0.84% | +1,189+5.9% | Added |
| CBOE Vest Financial, LLC | 21,333 | $22.7M | 0.54% | +1,706+8.7% | Added |
| Gradient Investments LLC | 21,100 | $22.5M | 0.50% | +2,140+11.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,627 | $22.0M | 0.08% | +3,434+20.0% | Added |
| Baker Avenue Asset Management, LP | 20,584 | $21.9M | 0.75% | −577−2.7% | Reduced |
| Gratus Capital LLC | 20,568 | $21.9M | 0.88% | +564+2.8% | Added |
| Leuthold Group, LLC | 20,497 | $21.8M | 2.52% | −3,438−14.4% | Reduced |
| Achmea Investment Management B.V. | 20,448 | $21.8M | 0.39% | +2,427+13.5% | Added |
| Mutual of America Capital Management LLC | 20,411 | $21.7M | 0.24% | +540+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,287 | $21.6M | 0.09% | −3,021−13.0% | Reduced |
| M&G Plc | 20,231 | $21.5M | 0.13% | −5,102−20.1% | Reduced |
| CIBC World Markets Inc. | 19,975 | $21.3M | 0.05% | −177−0.9% | Reduced |
| New York Life Investment Management LLC | 19,948 | $21.2M | 0.21% | +100+0.5% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,862 | $21.2M | 5.03% | +400+2.1% | Added |