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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; 3,143 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, Q3 2024

Institutional positions in Lam Research Corp as of Sep 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
1,469
−298 vs. Q2 2024
Shares held
114.0M
+17.6M (+18.2%) vs. Q2 2024
Total value
$80.1B
−$22.6B (−22.0%) vs. Q2 2024
New holders
116
599 more added
Sold out
414
526 more reduced

26 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,469 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: 3,143 institutions
Value heldQ3 2024: $80.1B
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 20263,143$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, Q3 2024

Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2024.

Institutions holding LRCX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cullinan Associates Inc97,000$7.04M0.40%+87,300+900.0%Added
Dai-Ichi Life Insurance Company, Ltd8,661$7.07M0.18%−3,009−25.8%Reduced
Modera Wealth Management, LLC8,687$7.09M0.09%−744−7.9%Reduced
Sienna Gestion8,747$7.12M0.47%+2,356+36.9%Added
NewSquare Capital LLC8,777$7.16M0.57%+831+10.5%Added
Financial Partners Group, LLC8,790$7.17M2.69%00.0%Unchanged
Carret Asset Management, LLC8,882$7.25M0.79%−49−0.5%Reduced
Glenview Trust Co8,929$7.29M0.14%+1,269+16.6%Added
Westpac Banking Corp8,950$7.30M0.49%+662+8.0%Added
Headlands Technologies LLC9,033$7.37M0.85%+9,033New
Kentucky Retirement Systems9,083$7.41M0.22%−769−7.8%Reduced
Arkadios Wealth Advisors9,164$7.48M0.42%+1,060+13.1%Added
Cornerstone Advisors, LLC9,200$7.51M0.30%+2,100+29.6%Added
Central Bank & Trust Co9,206$7.51M1.04%−16−0.2%Reduced
Fusion Capital, LLC9,227$7.53M3.23%+45+0.5%Added
Groupama Asset Managment24,921$7.71M0.20%+1,810+7.8%Added
Laffer Tengler Investments9,474$7.73M1.57%+163+1.8%Added
Contravisory Investment Management, Inc.9,638$7.87M1.68%−166−1.7%Reduced
Seizert Capital Partners, LLC9,647$7.87M0.36%+2,852+42.0%Added
Fiduciary Trust Co9,786$7.99M0.11%+522+5.6%Added
Cresset Asset Management, LLC9,765$7.99M0.03%+165+1.7%Added
Texas Capital Bank Wealth Management Services Inc9,911$8.09M0.80%+255+2.6%Added
Teachers Retirement System of the State of Kentucky9,917$8.09M0.07%−637−6.0%Reduced
Jackson Wealth Management, LLC9,974$8.14M0.97%+3,934+65.1%Added
Viking Fund Management LLC10,000$8.16M1.33%+6,000+150.0%Added
Violich Capital Management, Inc.10,000$8.16M1.06%00.0%Unchanged
T. Rowe Price Investment Management, Inc.10,018$8.18M0.00%+6,280+168.0%Added
Marco Investment Management LLC10,042$8.20M0.71%−8−0.1%Reduced
Raymond James Trust N.A.10,102$8.24M0.18%+204+2.1%Added
Gulf International Bank (UK) Ltd10,237$8.35M0.21%−452−4.2%Reduced
Baldwin Investment Management, LLC10,249$8.36M1.05%+137+1.4%Added
L & S Advisors Inc10,264$8.38M0.88%−732−6.7%Reduced
Point72 Europe (London) LLP10,300$8.41M0.71%+10,300New
Synergy Financial Management, LLC10,460$8.54M1.30%+10,460New
Graham Capital Management, L.P.10,582$8.64M0.28%+452+4.5%Added
M&T Bank Corp10,705$8.74M0.03%−2,382−18.2%Reduced
Aviance Capital Partners, LLC10,711$8.74M1.15%+864+8.8%Added
Systematic Alpha Investments, LLC108,880$8.89M0.32%+97,991+899.9%Added
Summit Street Capital Management, LLC10,889$8.89M3.17%00.0%Unchanged
Winmill & Co. Inc10,900$8.90M2.99%00.0%Unchanged
Gateway Investment Advisers LLC10,918$8.91M0.10%−136−1.2%Reduced
Quantinno Capital Management LP11,137$9.09M0.12%+3,152+39.5%Added
Financial Counselors Inc11,142$9.09M0.13%+678+6.5%Added
Carderock Capital Management Inc11,192$9.13M2.16%+362+3.3%Added
Oregon Public Employees Retirement Fund11,245$9.18M0.17%−10.0%Reduced
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)11,300$9.22M1.26%00.0%Unchanged
Chartwell Investment Partners, LLC11,328$9.24M0.32%+876+8.4%Added
Crossmark Global Holdings, Inc.11,336$9.25M0.16%−3,348−22.8%Reduced
Pine Valley Investments Ltd Liability Co11,464$9.36M0.64%+3,732+48.3%Added
Kestra Advisory Services, LLC11,688$9.54M0.05%−1,291−9.9%Reduced
NEOS Investment Management LLC11,943$9.75M0.29%+1,911+19.0%Added
Banque Pictet & Cie SA11,946$9.75M0.10%+253+2.2%Added
Vinva Investment Management Ltd11,820$9.78M0.42%+2,383+25.3%Added
Capital International Investors12,014$9.80M0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.12,030$9.82M0.04%+2,715+29.1%Added
Sierra Summit Advisors LLC12,196$9.95M2.29%+12,196New
Elo Mutual Pension Insurance Co12,435$10.1M0.22%+405+3.4%Added
Baker Ellis Asset Management LLC12,673$10.3M1.46%−345−2.7%Reduced
Wealthfront Advisers LLC12,764$10.4M0.03%−727−5.4%Reduced
Cullen/Frost Bankers, Inc.12,820$10.5M0.14%−9,103−41.5%Reduced
Unigestion Holding SA12,858$10.5M0.51%+11,819+1,137.5%Added
Investment Management Corp of Ontario12,879$10.5M0.23%+1,300+11.2%Added
Benjamin Edwards Inc13,395$10.9M0.16%+13,075+4,085.9%Added
Means Investment Co., Inc.13,431$11.0M1.22%+231+1.8%Added
Empowered Funds, LLC13,675$11.2M0.18%−142−1.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd13,698$11.2M0.12%+265+2.0%Added
B. Metzler seel. Sohn & Co. AG13,998$11.4M0.11%−733−5.0%Reduced
B. Metzler seel. Sohn & Co. Holding AG13,998$11.4M0.11%+13,998New
Sanctuary Advisors, LLC159,913$11.6M0.07%+142,878+838.7%Added
iA Global Asset Management Inc.14,376$11.7M0.21%−1,097−7.1%Reduced
Trexquant Investment LP14,624$11.9M0.15%+4,525+44.8%Added
Illinois Municipal Retirement Fund14,671$12.0M0.17%00.0%Unchanged
ExodusPoint Capital Management, LP14,775$12.1M0.12%+8,588+138.8%Added
Prudential PLC14,985$12.2M0.06%+1,586+11.8%Added
Great Lakes Advisors, LLC15,033$12.3M0.10%−1,699−10.2%Reduced
Cozad Asset Management Inc15,209$12.4M1.19%−360−2.3%Reduced
Covington Investment Advisors Inc.15,311$12.5M1.88%+220+1.5%Added
Leuthold Group, LLC15,313$12.5M1.39%−5,184−25.3%Reduced
South Dakota Investment Council15,332$12.5M0.24%−1,501−8.9%Reduced
King Luther Capital Management Corp15,345$12.5M0.05%+2,326+17.9%Added
Eldred Rock Partners, LLC15,370$12.6M4.20%+630+4.3%Added
Entropy Technologies, LP15,420$12.6M1.32%+15,420New
Ieq Capital, LLC15,453$12.6M0.15%+798+5.4%Added
BTC Capital Management, Inc.15,519$12.7M1.13%+775+5.3%Added
JustInvest LLC15,614$12.7M0.21%+820+5.5%Added
Federation des caisses Desjardins du Quebec15,798$12.9M0.06%−696−4.2%Reduced
Nemes Rush Group LLC13,462$13.1M1.90%−85−0.6%Reduced
Shelton Capital Management16,709$13.6M0.35%−1,447−8.0%Reduced
Linscomb & Williams, Inc.16,736$13.7M0.68%−384−2.2%Reduced
J.P. Marvel Investment Advisors, LLC16,775$13.7M2.23%−12−0.1%Reduced
Holocene Advisors, LP16,785$13.7M0.06%−1,176−6.5%Reduced
Napean Trading & Investment Co (Singapore) PTE Ltd17,082$13.9M3.40%−2,780−14.0%Reduced
SpiderRock Advisors, LLC17,142$14.0M0.30%+5,205+43.6%Added
Alberta Investment Management Corp17,145$14.0M0.12%−7,811−31.3%Reduced
Louisiana State Employees Retirement System17,200$14.0M0.26%−600−3.4%Reduced
Fifth Third Bancorp17,276$14.1M0.05%+804+4.9%Added
Ethic Inc.14,586$14.2M0.36%−670−4.4%Reduced
Wealth Enhancement Advisory Services, LLC17,559$14.3M0.03%−9,689−35.6%Reduced
Terry L. Blaker17,577$14.3M0.55%−33−0.2%Reduced
Advisory Services Network, LLC13,559$14.4M0.30%00.0%Unchanged