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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burney Co | 17,710 | $14.5M | 0.51% | −591−3.2% | Reduced |
| Gotham Asset Management, LLC | 17,743 | $14.5M | 0.15% | +7,069+66.2% | Added |
| Yousif Capital Management, LLC | 17,789 | $14.5M | 0.16% | −183−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 18,155 | $14.8M | 0.06% | −11−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 18,265 | $14.9M | 6.76% | +4,200+29.9% | Added |
| Gradient Investments LLC | 18,482 | $15.1M | 0.31% | −2,618−12.4% | Reduced |
| Hosking Partners LLP | 18,905 | $15.4M | 0.59% | −3,608−16.0% | Reduced |
| Profund Advisors LLC | 19,132 | $15.6M | 0.59% | −2,233−10.5% | Reduced |
| HighPoint Advisor Group LLC | 19,142 | $15.6M | 0.91% | +17,045+812.8% | Added |
| Banco Santander, S.A. | 19,175 | $15.7M | 0.18% | −2,676−12.2% | Reduced |
| State of Alaska, Department of Revenue | 19,267 | $15.7M | 0.17% | −3,665−16.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,338 | $15.8M | 0.02% | +5,484+39.6% | Added |
| New York Life Investment Management LLC | 19,411 | $15.8M | 0.15% | −537−2.7% | Reduced |
| Mutual of America Capital Management LLC | 19,707 | $16.1M | 0.17% | −704−3.4% | Reduced |
| Baker Avenue Asset Management, LP | 20,168 | $16.5M | 0.52% | −416−2.0% | Reduced |
| Generate Investment Management Ltd | 20,182 | $16.5M | 1.10% | +7,782+62.8% | Added |
| CIBC World Markets Corp | 20,578 | $16.8M | 0.12% | −5,789−22.0% | Reduced |
| Advisor Group Holdings, Inc. | 20,763 | $17.0M | 0.04% | −1,463−6.6% | Reduced |
| Moneta Group Investment Advisors LLC | 210,747 | $17.2M | 0.25% | +188,973+867.9% | Added |
| Engineers Gate Manager LP | 21,182 | $17.3M | 0.34% | +16,727+375.5% | Added |
| Aquatic Capital Management LLC | 21,240 | $17.3M | 0.45% | +21,240 | New |
| Utah Retirement Systems | 21,587 | $17.6M | 0.20% | +100+0.5% | Added |
| Balyasny Asset Management LLC | 21,945 | $17.9M | 0.05% | +21,223+2,939.5% | Added |
| Arvest Bank Trust Division | 22,186 | $18.1M | 1.04% | +22,186 | New |
| Schonfeld Strategic Advisors LLC | 22,299 | $18.2M | 0.15% | −8,394−27.3% | Reduced |
| PGGM Investments | 22,621 | $18.5M | 0.24% | +528+2.4% | Added |
| Foster Victor Wealth Advisors, LLC | 232,901 | $19.3M | 1.55% | +211,614+994.1% | Added |
| Wellington Management Group LLP | 24,124 | $19.7M | 0.00% | −2,373−9.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 24,160 | $19.8M | 0.85% | −950−3.8% | Reduced |
| Pacer Advisors, Inc. | 24,366 | $19.9M | 0.04% | +2,062+9.2% | Added |
| M&G Plc | 24,662 | $20.1M | 0.10% | +4,431+21.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,397 | $20.7M | 0.07% | +4,770+23.1% | Added |
| Achmea Investment Management B.V. | 25,688 | $21.0M | 0.35% | +5,240+25.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 25,787 | $21.1M | 0.49% | −7,749−23.1% | Reduced |
| Thrivent Financial for Lutherans | 25,977 | $21.2M | 0.04% | −9,678−27.1% | Reduced |
| Capco Asset Management, LLC | 25,984 | $21.2M | 4.90% | −224−0.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 26,065 | $21.3M | 1.21% | +282+1.1% | Added |
| Pathstone Holdings, LLC | 26,319 | $21.5M | 0.10% | −690−2.6% | Reduced |
| Wealth Architects, LLC | 26,540 | $21.7M | 2.45% | −3,721−12.3% | Reduced |
| Czech National Bank | 26,559 | $21.7M | 0.22% | +1,645+6.6% | Added |
| Lido Advisors, LLC | 26,663 | $21.8M | 0.16% | +8,525+47.0% | Added |
| IFM Investors Pty Ltd | 27,065 | $22.1M | 0.21% | −184−0.7% | Reduced |
| Colony Group, LLC | 27,336 | $22.3M | 0.07% | −78,462−74.2% | Reduced |
| Artemis Investment Management LLP | 27,455 | $22.4M | 0.34% | −456−1.6% | Reduced |
| Cincinnati Financial Corp | 27,724 | $22.6M | 0.49% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,733 | $22.6M | 0.44% | −287−1.0% | Reduced |
| Empire Life Investments Inc. | 27,767 | $22.7M | 1.38% | +13,302+92.0% | Added |
| Kovitz Investment Group Partners, LLC | 30,277 | $23.0M | 0.16% | −558−1.8% | Reduced |
| Huntington National Bank | 28,235 | $23.0M | 0.17% | +770+2.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,382 | $23.2M | 0.15% | −335−1.2% | Reduced |
| Crestwood Advisors Group LLC | 28,389 | $23.2M | 0.44% | +27,106+2,112.7% | Added |
| Retirement Systems of Alabama | 28,613 | $23.4M | 0.09% | −227−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,626 | $23.4M | 0.24% | +28,626 | New |
| Amalgamated Bank | 28,843 | $23.5M | 0.19% | +745+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 29,379 | $24.0M | 0.28% | −60.0% | Reduced |
| McGuire Investment Group, LLC | 29,451 | $24.0M | 3.38% | −537−1.8% | Reduced |
| Renaissance Technologies LLC | 29,557 | $24.1M | 0.04% | −15,799−34.8% | Reduced |
| USS Investment Management Ltd | 30,012 | $24.5M | 0.18% | −2,184−6.8% | Reduced |
| TCW Group Inc | 30,619 | $25.0M | 0.22% | −5,526−15.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,079 | $25.4M | 0.25% | −3,296−9.6% | Reduced |
| Lazard Asset Management LLC | 31,318 | $25.6M | 0.03% | −9,357−23.0% | Reduced |
| Assetmark, Inc | 31,432 | $25.7M | 0.07% | +1,879+6.4% | Added |
| Xponance, Inc. | 31,718 | $25.9M | 0.25% | −366−1.1% | Reduced |
| Comerica Bank | 31,781 | $25.9M | 0.10% | −2,751−8.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 32,200 | $26.3M | 0.97% | −5,300−14.1% | Reduced |
| Braun Stacey Associates Inc | 32,630 | $26.6M | 1.01% | −3,587−9.9% | Reduced |
| Calamos Advisors LLC | 33,199 | $27.1M | 0.13% | −3,508−9.6% | Reduced |
| Swiss Life Asset Management Ltd | 33,888 | $27.6M | 0.31% | −25−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 35,443 | $28.9M | 2.13% | −844−2.3% | Reduced |
| Harbor Island Capital LLC | 36,090 | $29.5M | 13.93% | −1,712−4.5% | Reduced |
| Glenmede Trust Co NA | 36,844 | $30.1M | 0.14% | −1,854−4.8% | Reduced |
| Toroso Investments, LLC | 37,420 | $30.5M | 0.34% | +30,077+409.6% | Added |
| Arizona State Retirement System | 37,439 | $30.6M | 0.19% | −569−1.5% | Reduced |
| Cerity Partners LLC | 37,551 | $30.6M | 0.07% | +577+1.6% | Added |
| State of Michigan Retirement System | 38,080 | $31.1M | 0.15% | −300−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 38,140 | $31.1M | 0.08% | +8,626+29.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,673 | $31.6M | 0.55% | −4,737−10.9% | Reduced |
| Guinness Asset Management LTD | 39,207 | $32.0M | 0.61% | −5,284−11.9% | Reduced |
| Renaissance Group LLC | 39,546 | $32.3M | 1.33% | +841+2.2% | Added |
| MetLife Investment Management | 39,858 | $32.5M | 0.19% | −1,075−2.6% | Reduced |
| CIBC Asset Management Inc | 40,423 | $33.0M | 0.11% | +2,051+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,242 | $33.7M | 0.04% | +5,204+14.4% | Added |
| Federated Hermes, Inc. | 41,593 | $33.9M | 0.07% | −2,398−5.5% | Reduced |
| NewEdge Wealth, LLC | 41,661 | $34.0M | 0.61% | +3,475+9.1% | Added |
| Truist Financial Corp | 42,004 | $34.3M | 0.05% | −3,114−6.9% | Reduced |
| Liontrust Investment Partners LLP | 32,500 | $34.6M | 0.49% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 42,489 | $34.7M | 0.05% | +3,283+8.4% | Added |
| US Bancorp | 42,643 | $34.8M | 0.04% | −1,662−3.8% | Reduced |
| British Columbia Investment Management Corp | 43,579 | $35.6M | 0.21% | −8,770−16.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 43,859 | $35.8M | 1.43% | +728+1.7% | Added |
| Resona Asset Management Co.,Ltd. | 43,960 | $35.9M | 0.21% | −1,410−3.1% | Reduced |
| Corebridge Financial, Inc. | 44,107 | $36.0M | 0.19% | −1,461−3.2% | Reduced |
| Nicholas Company, Inc. | 44,255 | $36.1M | 0.59% | +5,705+14.8% | Added |
| UniSuper Management Pty Ltd | 44,788 | $36.6M | 0.27% | +5,248+13.3% | Added |
| State Farm Mutual Automobile Insurance Co | 45,536 | $37.2M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 46,671 | $38.1M | 0.06% | −25,644−35.5% | Reduced |
| Creative Planning | 47,377 | $38.7M | 0.04% | +1,146+2.5% | Added |
| Nissay Asset Management Corp | 48,007 | $39.2M | 0.25% | −32,347−40.3% | Reduced |
| State of New Jersey Common Pension Fund D | 48,071 | $39.2M | 0.16% | +95+0.2% | Added |
| Clearbridge Investments, LLC | 48,587 | $39.7M | 0.03% | −125,464−72.1% | Reduced |