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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
FIL Ltd114,117$93.1M0.08%+68,945+152.6%Added
Captrust Financial Advisors113,198$92.4M0.27%+2,539+2.3%Added
HM Payson & Co110,728$90.4M1.55%+7,339+7.1%Added
New York State Teachers Retirement System110,130$89.9M0.19%−5,093−4.4%Reduced
American Century Companies Inc109,492$89.4M0.05%+10,209+10.3%Added
RE Advisers Corp108,900$88.9M2.11%−100−0.1%Reduced
Robeco Institutional Asset Management B.V.107,196$87.5M0.17%−2,807−2.6%Reduced
Los Angeles Capital Management LLC103,715$84.6M0.34%−10,159−8.9%Reduced
LPL Financial LLC101,600$82.9M0.04%+10,151+11.1%Added
Danske Bank A/S100,649$82.1M0.27%+22,951+29.5%Added
Marex Group plc100,268$81.8M1.87%+48,039+92.0%Added
Appaloosa LPSuperinvestorAppaloosa100,000$81.6M1.21%−9,000−8.3%Reduced
Acadian Asset Management LLC99,217$80.9M0.25%+2,494+2.6%Added
Blue Whale Capital LLP98,559$80.4M6.26%+26,209+36.2%Added
Caisse de Depot Et Placement du Quebec98,045$80.0M0.16%+46,394+89.8%Added
Jacobs Levy Equity Management, Inc96,288$78.6M0.30%+96,288New
Mirae Asset Global ETFs Holdings Ltd.106,649$78.4M0.18%−222−0.2%Reduced
NZS Capital, LLC94,949$77.5M3.02%+9,000+10.5%Added
Storebrand Asset Management AS94,199$76.9M0.24%+8,795+10.3%Added
Mitsubishi UFJ Trust & Banking Corp92,558$75.5M0.17%−8,839−8.7%Reduced
Mariner, LLC92,522$75.5M0.13%+219+0.2%Added
Squarepoint Ops LLC88,966$72.6M0.24%+52,292+142.6%Added
Guggenheim Capital LLC88,965$72.6M0.51%−6,432−6.7%Reduced
Aviva PLC87,868$71.7M0.19%+2,070+2.4%Added
Eventide Asset Management, LLC87,545$71.4M1.23%−13,418−13.3%Reduced
Capital Fund Management S.A.86,727$70.8M0.79%+18,917+27.9%Added
Associated Banc-Corp84,879$69.3M2.04%−875−1.0%Reduced
State of Wisconsin Investment Board82,473$67.3M0.17%−19,540−19.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main79,807$65.1M0.07%−20,641−20.5%Reduced
Employees Provident Fund Board78,562$64.1M0.88%+78,562New
Fort Pitt Capital Group, LLC77,957$63.6M1.79%+12,273+18.7%Added
Raymond James & Associates75,321$61.5M0.04%−6,013−7.4%Reduced
Boston Partners75,000$61.1M0.07%−153,258−67.1%Reduced
Pinnacle Associates Ltd77,943$61.0M1.05%+8,548+12.3%Added
Wedge Capital Management L L P73,408$59.9M1.03%+8,302+12.8%Added
Bessemer Group Inc73,157$59.7M0.10%−31,212−29.9%Reduced
Parnassus Investments66,264$54.1M0.11%−1,119−1.7%Reduced
Pinebridge Investments, L.P.65,535$53.5M0.40%−8,548−11.5%Reduced
Royal London Asset Management Ltd65,282$53.3M0.13%+1,884+3.0%Added
Ensign Peak Advisors, Inc65,258$53.3M0.09%+11,778+22.0%Added
Twin Tree Management, LP64,712$52.8M1.23%+60,842+1,572.1%Added
ING Groep NV64,104$52.3M0.30%−44,145−40.8%Reduced
Stifel Financial Corp63,960$52.2M0.05%−5,815−8.3%Reduced
Lord, Abbett & Co. LLC63,461$51.8M0.16%−110,656−63.6%Reduced
Skandinaviska Enskilda Banken AB (publ)62,705$51.2M0.24%−58,830−48.4%Reduced
DekaBank Deutsche Girozentrale61,804$51.0M0.09%−5,900−8.7%Reduced
Treasurer of the State of North Carolina62,217$50.8M0.20%−3,922−5.9%Reduced
Vaughan David Investments LLC62,110$50.7M1.17%+781+1.3%Added
STRS Ohio61,587$50.3M0.19%+3,255+5.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)56,127$45.8M0.14%+3,366+6.4%Added
Castleark Management LLC55,979$45.7M1.86%−823−1.4%Reduced
Handelsbanken Fonder AB55,776$45.5M0.18%+765+1.4%Added
Tudor Investment Corp Et Al55,674$45.4M0.50%+49,761+841.6%Added
Bank of Nova Scotia55,656$45.4M0.09%+865+1.6%Added
Ci Investments Inc.55,556$45.3M0.17%+7,748+16.2%Added
Woodline Partners LP55,484$45.3M0.38%+23,290+72.3%Added
Crosslink Capital Inc55,158$45.0M6.04%−411−0.7%Reduced
Asset Management One Co.,Ltd.54,080$44.1M0.16%−7,614−12.3%Reduced
HSBC Holdings PLC53,512$43.7M0.03%−451,304−89.4%Reduced
Flputnam Investment Management Co62,754$43.0M0.78%+4,886+8.4%Added
Jane Street Group, LLC51,381$41.9M0.07%−15,942−23.7%Reduced
Baird Financial Group, Inc.51,177$41.8M0.08%+10,031+24.4%Added
Mn Services Vermogensbeheer B.V.50,984$41.6M0.29%−1,100−2.1%Reduced
State of Tennessee, Treasury Department50,662$41.3M0.15%+4,174+9.0%Added
Value Aligned Research Advisors, LLC50,614$41.3M10.73%−4,180−7.6%Reduced
Teacher Retirement System of Texas50,400$41.1M0.20%−74−0.1%Reduced
Northwestern Mutual Wealth Management Co50,006$40.8M0.04%+950+1.9%Added
Public Sector Pension Investment Board48,690$39.7M0.21%+43,700+875.8%Added
ARS Investment Partners, LLC48,657$39.7M3.56%+272+0.6%Added
Clearbridge Investments, LLC48,587$39.7M0.03%−125,464−72.1%Reduced
State of New Jersey Common Pension Fund D48,071$39.2M0.16%+95+0.2%Added
Nissay Asset Management Corp48,007$39.2M0.25%−32,347−40.3%Reduced
Creative Planning47,377$38.7M0.04%+1,146+2.5%Added
Susquehanna International Group, LLP46,671$38.1M0.06%−25,644−35.5%Reduced
State Farm Mutual Automobile Insurance Co45,536$37.2M0.03%00.0%Unchanged
UniSuper Management Pty Ltd44,788$36.6M0.27%+5,248+13.3%Added
Nicholas Company, Inc.44,255$36.1M0.59%+5,705+14.8%Added
Corebridge Financial, Inc.44,107$36.0M0.19%−1,461−3.2%Reduced
Resona Asset Management Co.,Ltd.43,960$35.9M0.21%−1,410−3.1%Reduced
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund43,859$35.8M1.43%+728+1.7%Added
British Columbia Investment Management Corp43,579$35.6M0.21%−8,770−16.8%Reduced
US Bancorp42,643$34.8M0.04%−1,662−3.8%Reduced
Commonwealth Equity Services, LLC42,489$34.7M0.05%+3,283+8.4%Added
Liontrust Investment Partners LLP32,500$34.6M0.49%00.0%Unchanged
Truist Financial Corp42,004$34.3M0.05%−3,114−6.9%Reduced
NewEdge Wealth, LLC41,661$34.0M0.61%+3,475+9.1%Added
Federated Hermes, Inc.41,593$33.9M0.07%−2,398−5.5%Reduced
Raymond James Financial Services Advisors, Inc.41,242$33.7M0.04%+5,204+14.4%Added
CIBC Asset Management Inc40,423$33.0M0.11%+2,051+5.3%Added
MetLife Investment Management39,858$32.5M0.19%−1,075−2.6%Reduced
Renaissance Group LLC39,546$32.3M1.33%+841+2.2%Added
Guinness Asset Management LTD39,207$32.0M0.61%−5,284−11.9%Reduced
BI Asset Management Fondsmaeglerselskab A/S38,673$31.6M0.55%−4,737−10.9%Reduced
Rockefeller Capital Management L.P.38,140$31.1M0.08%+8,626+29.2%Added
State of Michigan Retirement System38,080$31.1M0.15%−300−0.8%Reduced
Cerity Partners LLC37,551$30.6M0.07%+577+1.6%Added
Arizona State Retirement System37,439$30.6M0.19%−569−1.5%Reduced
Toroso Investments, LLC37,420$30.5M0.34%+30,077+409.6%Added
Glenmede Trust Co NA36,844$30.1M0.14%−1,854−4.8%Reduced
Harbor Island Capital LLC36,090$29.5M13.93%−1,712−4.5%Reduced