LAM RESEARCH CORP (LRCX) Stock Institutional Trading Activity


LAM RESEARCH CORP (LRCX) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Tiger Global Management, Renaissance Technologies LLC, Triple Frond Partners, Appaloosa Management, and Parnassus Endeavor Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

Explore more:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2022Vulcan Value PartnersSell-254,404332,094$139,450
Q4 2022Sequoia Financial AdvisorsBuy9244,544$1,910,009
Q4 2022Hillman Value FundSell-48213,868$5,828,720
Q4 2022Parnassus Endeavor FundBuy51,473189,170$79,508,151
Q4 2022Sound Shore ManagementSell-85,61994,560$39,743,569
Q3 2022Vulcan Value PartnersSell-91,687586,498$214,659
Q3 2022Sequoia Financial AdvisorsSell-2193,620$1,325
Q3 2022Hillman Value FundSell-1,33814,350$5,252
Q3 2022Triple Frond PartnersBuy62,06062,060$22,714
Q3 2022Renaissance Technologies LLCBuy130,700207,356$75,892
Q2 2022Sequoia Financial AdvisorsSell-1173,839$1,636
Q2 2022Hillman Value FundBuy10,72615,688$6,686
Q2 2022TCI Fund ManagementBuy72,24589,545$38,160
Q2 2022Vulcan Value PartnersSell-179,054678,185$289,009
Q2 2022Viking Global InvestorsBuy337,326694,026$295,759
Q1 2022Vulcan Value PartnersSell-33,160857,239$460,860
Q1 2022Sequoia Financial AdvisorsBuy2243,956$2,126
Q1 2022Hancock Classic ValueBuy212879$473
Q4 2021Sequoia Financial AdvisorsBuy3,2053,732$2,684
Q4 2021Renaissance Technologies LLCSell-103,40076,656$55,127
Q4 2021Vulcan Value PartnersSell-6,232890,399$640,331
Q4 2021Hancock Classic ValueBuy667667$480
Q3 2021Renaissance Technologies LLCBuy161,200180,056$102,479
Q3 2021Vulcan Value PartnersBuy896,631896,631$510,318
Q2 2021Sequoia Financial AdvisorsBuy31527$343
Q1 2021Parnassus Endeavor FundSell-162,303137,697$81,963
Q1 2021Sequoia Financial AdvisorsBuy496496$295
Q1 2021TCI Fund ManagementBuy17,30017,300$10,298
Q4 2020Renaissance Technologies LLCSell-237,10018,856$8,905
Q3 2020Parnassus Endeavor FundSell-200,000300,000$99,525

Frequently asked questions about LRCX activity

  • Which institutional owners are buying LRCX?

    Institutional owners buying LRCX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LRCX activity?

    "Buy" means an investor increased their reported position in LRCX compared to the prior reporting period. This reflects growing exposure to LAM RESEARCH CORP (LRCX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LRCX increasing?

    Institutional interest in LRCX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.