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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
Neville Rodie & Shaw Inc35,443$28.9M2.13%−844−2.3%Reduced
Swiss Life Asset Management Ltd33,888$27.6M0.31%−25−0.1%Reduced
Calamos Advisors LLC33,199$27.1M0.13%−3,508−9.6%Reduced
Braun Stacey Associates Inc32,630$26.6M1.01%−3,587−9.9%Reduced
Adams Diversified Equity Fund, Inc.32,200$26.3M0.97%−5,300−14.1%Reduced
Comerica Bank31,781$25.9M0.10%−2,751−8.0%Reduced
Xponance, Inc.31,718$25.9M0.25%−366−1.1%Reduced
Assetmark, Inc31,432$25.7M0.07%+1,879+6.4%Added
Lazard Asset Management LLC31,318$25.6M0.03%−9,357−23.0%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.31,079$25.4M0.25%−3,296−9.6%Reduced
TCW Group Inc30,619$25.0M0.22%−5,526−15.3%Reduced
USS Investment Management Ltd30,012$24.5M0.18%−2,184−6.8%Reduced
Renaissance Technologies LLC29,557$24.1M0.04%−15,799−34.8%Reduced
McGuire Investment Group, LLC29,451$24.0M3.38%−537−1.8%Reduced
Williams Jones Wealth Management, LLC.29,379$24.0M0.28%−60.0%Reduced
Amalgamated Bank28,843$23.5M0.19%+745+2.7%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund28,626$23.4M0.24%+28,626New
Retirement Systems of Alabama28,613$23.4M0.09%−227−0.8%Reduced
Crestwood Advisors Group LLC28,389$23.2M0.44%+27,106+2,112.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys28,382$23.2M0.15%−335−1.2%Reduced
Huntington National Bank28,235$23.0M0.17%+770+2.8%Added
Kovitz Investment Group Partners, LLC30,277$23.0M0.16%−558−1.8%Reduced
Empire Life Investments Inc.27,767$22.7M1.38%+13,302+92.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital27,733$22.6M0.44%−287−1.0%Reduced
Cincinnati Financial Corp27,724$22.6M0.49%00.0%Unchanged
Artemis Investment Management LLP27,455$22.4M0.34%−456−1.6%Reduced
Colony Group, LLC27,336$22.3M0.07%−78,462−74.2%Reduced
IFM Investors Pty Ltd27,065$22.1M0.21%−184−0.7%Reduced
Lido Advisors, LLC26,663$21.8M0.16%+8,525+47.0%Added
Czech National Bank26,559$21.7M0.22%+1,645+6.6%Added
Wealth Architects, LLC26,540$21.7M2.45%−3,721−12.3%Reduced
Pathstone Holdings, LLC26,319$21.5M0.10%−690−2.6%Reduced
Deroy & Devereaux Private Investment Counsel Inc26,065$21.3M1.21%+282+1.1%Added
Capco Asset Management, LLC25,984$21.2M4.90%−224−0.9%Reduced
Thrivent Financial for Lutherans25,977$21.2M0.04%−9,678−27.1%Reduced
Badgley Phelps Wealth Managers, LLC25,787$21.1M0.49%−7,749−23.1%Reduced
Achmea Investment Management B.V.25,688$21.0M0.35%+5,240+25.6%Added
Cambridge Investment Research Advisors, Inc.25,397$20.7M0.07%+4,770+23.1%Added
M&G Plc24,662$20.1M0.10%+4,431+21.9%Added
Pacer Advisors, Inc.24,366$19.9M0.04%+2,062+9.2%Added
Nippon Life Global Investors Americas, Inc.24,160$19.8M0.85%−950−3.8%Reduced
Wellington Management Group LLP24,124$19.7M0.00%−2,373−9.0%Reduced
Foster Victor Wealth Advisors, LLC232,901$19.3M1.55%+211,614+994.1%Added
PGGM Investments22,621$18.5M0.24%+528+2.4%Added
Schonfeld Strategic Advisors LLC22,299$18.2M0.15%−8,394−27.3%Reduced
Arvest Bank Trust Division22,186$18.1M1.04%+22,186New
Balyasny Asset Management LLC21,945$17.9M0.05%+21,223+2,939.5%Added
Utah Retirement Systems21,587$17.6M0.20%+100+0.5%Added
Aquatic Capital Management LLC21,240$17.3M0.45%+21,240New
Engineers Gate Manager LP21,182$17.3M0.34%+16,727+375.5%Added
Moneta Group Investment Advisors LLC210,747$17.2M0.25%+188,973+867.9%Added
Advisor Group Holdings, Inc.20,763$17.0M0.04%−1,463−6.6%Reduced
CIBC World Markets Corp20,578$16.8M0.12%−5,789−22.0%Reduced
Generate Investment Management Ltd20,182$16.5M1.10%+7,782+62.8%Added
Baker Avenue Asset Management, LP20,168$16.5M0.52%−416−2.0%Reduced
Mutual of America Capital Management LLC19,707$16.1M0.17%−704−3.4%Reduced
New York Life Investment Management LLC19,411$15.8M0.15%−537−2.7%Reduced
Allspring Global Investments Holdings, LLC19,338$15.8M0.02%+5,484+39.6%Added
State of Alaska, Department of Revenue19,267$15.7M0.17%−3,665−16.0%Reduced
Banco Santander, S.A.19,175$15.7M0.18%−2,676−12.2%Reduced
HighPoint Advisor Group LLC19,142$15.6M0.91%+17,045+812.8%Added
Profund Advisors LLC19,132$15.6M0.59%−2,233−10.5%Reduced
Hosking Partners LLP18,905$15.4M0.59%−3,608−16.0%Reduced
Gradient Investments LLC18,482$15.1M0.31%−2,618−12.4%Reduced
Sustainable Insight Capital Management, LLC18,265$14.9M6.76%+4,200+29.9%Added
Public Employees Retirement Association of Colorado18,155$14.8M0.06%−11−0.1%Reduced
Yousif Capital Management, LLC17,789$14.5M0.16%−183−1.0%Reduced
Gotham Asset Management, LLC17,743$14.5M0.15%+7,069+66.2%Added
Burney Co17,710$14.5M0.51%−591−3.2%Reduced
Advisory Services Network, LLC13,559$14.4M0.30%00.0%Unchanged
Terry L. Blaker17,577$14.3M0.55%−33−0.2%Reduced
Wealth Enhancement Advisory Services, LLC17,559$14.3M0.03%−9,689−35.6%Reduced
Ethic Inc.14,586$14.2M0.36%−670−4.4%Reduced
Fifth Third Bancorp17,276$14.1M0.05%+804+4.9%Added
Louisiana State Employees Retirement System17,200$14.0M0.26%−600−3.4%Reduced
Alberta Investment Management Corp17,145$14.0M0.12%−7,811−31.3%Reduced
SpiderRock Advisors, LLC17,142$14.0M0.30%+5,205+43.6%Added
Napean Trading & Investment Co (Singapore) PTE Ltd17,082$13.9M3.40%−2,780−14.0%Reduced
Holocene Advisors, LP16,785$13.7M0.06%−1,176−6.5%Reduced
J.P. Marvel Investment Advisors, LLC16,775$13.7M2.23%−12−0.1%Reduced
Linscomb & Williams, Inc.16,736$13.7M0.68%−384−2.2%Reduced
Shelton Capital Management16,709$13.6M0.35%−1,447−8.0%Reduced
Nemes Rush Group LLC13,462$13.1M1.90%−85−0.6%Reduced
Federation des caisses Desjardins du Quebec15,798$12.9M0.06%−696−4.2%Reduced
JustInvest LLC15,614$12.7M0.21%+820+5.5%Added
BTC Capital Management, Inc.15,519$12.7M1.13%+775+5.3%Added
Ieq Capital, LLC15,453$12.6M0.15%+798+5.4%Added
Entropy Technologies, LP15,420$12.6M1.32%+15,420New
Eldred Rock Partners, LLC15,370$12.6M4.20%+630+4.3%Added
King Luther Capital Management Corp15,345$12.5M0.05%+2,326+17.9%Added
South Dakota Investment Council15,332$12.5M0.24%−1,501−8.9%Reduced
Leuthold Group, LLC15,313$12.5M1.39%−5,184−25.3%Reduced
Covington Investment Advisors Inc.15,311$12.5M1.88%+220+1.5%Added
Cozad Asset Management Inc15,209$12.4M1.19%−360−2.3%Reduced
Great Lakes Advisors, LLC15,033$12.3M0.10%−1,699−10.2%Reduced
Prudential PLC14,985$12.2M0.06%+1,586+11.8%Added
ExodusPoint Capital Management, LP14,775$12.1M0.12%+8,588+138.8%Added
Illinois Municipal Retirement Fund14,671$12.0M0.17%00.0%Unchanged
Trexquant Investment LP14,624$11.9M0.15%+4,525+44.8%Added
iA Global Asset Management Inc.14,376$11.7M0.21%−1,097−7.1%Reduced