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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 18,316 | $19.5M | 0.20% | +16,904+1,197.2% | Added |
| Burney Co | 18,301 | $19.5M | 0.74% | −983−5.1% | Reduced |
| Lido Advisors, LLC | 18,138 | $19.4M | 0.16% | +266+1.5% | Added |
| Public Employees Retirement Association of Colorado | 18,166 | $19.3M | 0.08% | −630−3.4% | Reduced |
| Shelton Capital Management | 18,156 | $19.3M | 0.53% | +1,024+6.0% | Added |
| Yousif Capital Management, LLC | 17,972 | $19.1M | 0.22% | −826−4.4% | Reduced |
| Holocene Advisors, LP | 17,961 | $19.1M | 0.08% | −8,418−31.9% | Reduced |
| Louisiana State Employees Retirement System | 17,800 | $19.0M | 0.37% | −100−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 17,775 | $18.9M | 0.32% | +5,366+43.2% | Added |
| Terry L. Blaker | 17,610 | $18.8M | 0.75% | −229−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,196 | $18.3M | 0.06% | −1,299−7.0% | Reduced |
| Linscomb & Williams, Inc. | 17,120 | $18.2M | 0.94% | −1,700−9.0% | Reduced |
| South Dakota Investment Council | 16,833 | $17.9M | 0.37% | −133−0.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 16,787 | $17.9M | 2.93% | −10−0.1% | Reduced |
| Great Lakes Advisors, LLC | 16,732 | $17.8M | 0.16% | −3,101−15.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,494 | $17.6M | 0.09% | −8,321−33.5% | Reduced |
| Fifth Third Bancorp | 16,472 | $17.5M | 0.07% | +1,162+7.6% | Added |
| Harvest Fund Management Co., Ltd | 16,332 | $17.4M | 1.26% | +9,978+157.0% | Added |
| HRT Financial LP | 16,049 | $17.1M | 0.10% | +16,049 | New |
| Cozad Asset Management Inc | 15,569 | $16.6M | 1.65% | −245−1.5% | Reduced |
| Two Sigma Securities, LLC | 15,524 | $16.5M | 0.79% | +15,230+5,180.3% | Added |
| iA Global Asset Management Inc. | 15,473 | $16.5M | 0.31% | −1,862−10.7% | Reduced |
| SG Americas Securities, LLC | 15,331 | $16.3M | 0.10% | −50,711−76.8% | Reduced |
| Ethic Inc. | 15,256 | $16.2M | 0.38% | +670+4.6% | Added |
| Covington Investment Advisors Inc. | 15,091 | $16.1M | 2.58% | +1,970+15.0% | Added |
| Sanctuary Advisors, LLC | 17,035 | $15.8M | 0.11% | +17,035 | New |
| BTC Capital Management, Inc. | 14,744 | $15.7M | 1.46% | −212−1.4% | Reduced |
| Eldred Rock Partners, LLC | 14,740 | $15.7M | 6.56% | −2,231−13.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,731 | $15.7M | 0.17% | +1,915+14.9% | Added |
| Crossmark Global Holdings, Inc. | 14,684 | $15.6M | 0.30% | −720−4.7% | Reduced |
| Illinois Municipal Retirement Fund | 14,671 | $15.6M | 0.24% | −366−2.4% | Reduced |
| Ieq Capital, LLC | 14,655 | $15.6M | 0.21% | +799+5.8% | Added |
| First Financial Bankshares Inc | 14,532 | $15.5M | 0.35% | −125−0.9% | Reduced |
| Empire Life Investments Inc. | 14,465 | $15.4M | 0.97% | −341−2.3% | Reduced |
| JustInvest LLC | 14,794 | $15.2M | 0.29% | +968+7.0% | Added |
| Sustainable Insight Capital Management, LLC | 14,065 | $15.0M | 7.50% | +4,184+42.3% | Added |
| Allspring Global Investments Holdings, LLC | 13,854 | $14.8M | 0.02% | −213−1.5% | Reduced |
| Empowered Funds, LLC | 13,817 | $14.7M | 0.25% | +7,755+127.9% | Added |
| Advisory Services Network, LLC | 13,559 | $14.4M | 0.30% | +1,642+13.8% | Added |
| Nemes Rush Group LLC | 13,547 | $14.4M | 1.98% | −78−0.6% | Reduced |
| Wealthfront Advisers LLC | 13,491 | $14.4M | 0.05% | +460+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,433 | $14.3M | 0.17% | +595+4.6% | Added |
| Railway Pension Investments Ltd | 13,400 | $14.3M | 0.17% | 00.0% | Unchanged |
| Prudential PLC | 13,399 | $14.3M | 0.10% | −1,789−11.8% | Reduced |
| Matthews International Capital Management LLC | 13,339 | $14.2M | 3.09% | −951−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,281 | $14.1M | 0.15% | +1,223+10.1% | Added |
| Moran Wealth Management, LLC | 13,216 | $14.1M | 0.46% | +12,753+2,754.4% | Added |
| Means Investment Co., Inc. | 13,200 | $14.1M | 1.68% | +98+0.7% | Added |
| M&T Bank Corp | 13,087 | $13.9M | 0.05% | +438+3.5% | Added |
| King Luther Capital Management Corp | 13,019 | $13.9M | 0.06% | −1,201−8.4% | Reduced |
| Baker Ellis Asset Management LLC | 13,018 | $13.9M | 2.09% | −477−3.5% | Reduced |
| LMCG Investments, LLC | 12,549 | $13.4M | 0.78% | −1,531−10.9% | Reduced |
| Generate Investment Management Ltd | 12,400 | $13.2M | 0.96% | −3,028−19.6% | Reduced |
| First Citizens Bank & Trust Co | 12,347 | $13.1M | 0.25% | +287+2.4% | Added |
| Intech Investment Management LLC | 12,150 | $12.9M | 0.16% | +371+3.1% | Added |
| Elo Mutual Pension Insurance Co | 12,030 | $12.8M | 0.30% | −489−3.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,019 | $12.8M | 0.04% | −50,786−80.9% | Reduced |
| Capital International Investors | 12,014 | $12.8M | 0.00% | +1,719+16.7% | Added |
| SpiderRock Advisors, LLC | 11,937 | $12.7M | 0.33% | +276+2.4% | Added |
| Bamco Inc | 11,793 | $12.6M | 0.04% | +30.0% | Added |
| Banque Pictet & Cie SA | 11,693 | $12.5M | 0.13% | +1,048+9.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,670 | $12.4M | 0.30% | −3,095−21.0% | Reduced |
| YHB Investment Advisors, Inc. | 11,609 | $12.4M | 1.06% | −168−1.4% | Reduced |
| Kestra Advisory Services, LLC | 12,979 | $12.3M | 0.07% | +1,044+8.7% | Added |
| Investment Management Corp of Ontario | 11,579 | $12.3M | 0.33% | +900+8.4% | Added |
| Nilsine Partners, LLC | 11,531 | $12.3M | 1.65% | +27+0.2% | Added |
| Groupama Asset Managment | 23,111 | $12.3M | 0.25% | +13,138+131.7% | Added |
| Berkshire Capital Holdings Inc | 11,380 | $12.1M | 4.90% | +11,370+113,700.0% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 11,300 | $12.0M | 1.42% | +2,500+28.4% | Added |
| Maytus Capital Management, LLC | 11,294 | $12.0M | 4.30% | −1,706−13.1% | Reduced |
| Steel Peak Wealth Management LLC | 11,271 | $12.0M | 0.57% | +296+2.7% | Added |
| Oregon Public Employees Retirement Fund | 11,246 | $12.0M | 0.24% | +31+0.3% | Added |
| Gateway Investment Advisers LLC | 11,054 | $11.8M | 0.13% | +684+6.6% | Added |
| L & S Advisors Inc | 10,996 | $11.7M | 1.33% | +1,411+14.7% | Added |
| Winmill & Co. Inc | 10,900 | $11.6M | 3.96% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 10,889 | $11.6M | 4.24% | +1,102+11.3% | Added |
| Systematic Alpha Investments, LLC | 10,889 | $11.6M | 0.44% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 10,830 | $11.5M | 3.02% | +347+3.3% | Added |
| Gulf International Bank (UK) Ltd | 10,689 | $11.4M | 0.29% | −397−3.6% | Reduced |
| Gotham Asset Management, LLC | 10,674 | $11.4M | 0.15% | −311−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,554 | $11.2M | 0.10% | −297−2.7% | Reduced |
| Financial Counselors Inc | 10,464 | $11.1M | 0.18% | −50−0.5% | Reduced |
| Chartwell Investment Partners, LLC | 10,452 | $11.1M | 0.39% | −1,196−10.3% | Reduced |
| Stratos Wealth Partners, LTD. | 10,208 | $10.9M | 0.17% | +682+7.2% | Added |
| National Asset Management, Inc. | 10,183 | $10.9M | 0.28% | −12,503−55.1% | Reduced |
| Maryland State Retirement & Pension System | 10,181 | $10.8M | 0.20% | −152−1.5% | Reduced |
| Graham Capital Management, L.P. | 10,130 | $10.8M | 0.37% | +8,615+568.6% | Added |
| Baldwin Investment Management, LLC | 10,112 | $10.8M | 1.47% | −18−0.2% | Reduced |
| Trexquant Investment LP | 10,099 | $10.8M | 0.16% | −1,119−10.0% | Reduced |
| Mizuho Securities USA LLC | 10,085 | $10.7M | 0.24% | +10,085 | New |
| Marco Investment Management LLC | 10,050 | $10.7M | 0.99% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10,042 | $10.7M | 0.52% | +4,711+88.4% | Added |
| NEOS Investment Management LLC | 10,032 | $10.7M | 0.44% | +2,715+37.1% | Added |
| Violich Capital Management, Inc. | 10,000 | $10.6M | 1.44% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,980 | $10.6M | 1.58% | −364−3.5% | Reduced |
| Raymond James Trust N.A. | 9,898 | $10.5M | 0.25% | −68−0.7% | Reduced |
| Kentucky Retirement Systems | 9,852 | $10.5M | 0.30% | −104−1.0% | Reduced |
| Aviance Capital Partners, LLC | 9,847 | $10.5M | 1.49% | +142+1.5% | Added |
| Contravisory Investment Management, Inc. | 9,804 | $10.4M | 2.31% | −127−1.3% | Reduced |
| Level Four Advisory Services, LLC | 9,709 | $10.3M | 0.47% | −1,113−10.3% | Reduced |