LAM RESEARCH CORP (LRCX) Institutional Ownership Changes & 13F Activity
LAM RESEARCH CORP (LRCX) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Renaissance Technologies LLC, Parnassus Endeavor Fund, Third Point, and Appaloosa Management.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2021 | Vulcan Value Partners | Buy | 896,631 | 896,631 | $510,318 |
| Q3 2021 | Renaissance Technologies LLC | Buy | 161,200 | 180,056 | $102,479 |
| Q2 2021 | Sequoia Financial Advisors | Buy | 31 | 527 | $343 |
| Q1 2021 | Parnassus Endeavor Fund | Sell | -162,303 | 137,697 | $81,963 |
| Q1 2021 | TCI Fund Management | Buy | 17,300 | 17,300 | $10,298 |
| Q1 2021 | Sequoia Financial Advisors | Buy | 496 | 496 | $295 |
| Q4 2020 | Renaissance Technologies LLC | Sell | -237,100 | 18,856 | $8,905 |
| Q3 2020 | Renaissance Technologies LLC | Sell | -206,800 | 255,956 | $84,913 |
| Q3 2020 | Parnassus Endeavor Fund | Sell | -200,000 | 300,000 | $99,525 |
| Q3 2020 | Sound Shore Management | Sell | -110,038 | 180,179 | $59,774 |
| Q2 2020 | Sound Shore Management | Buy | 85,446 | 290,217 | $93,874 |
| Q1 2020 | Parnassus Endeavor Fund | Sell | -400,000 | 500,000 | $120,000 |
| Q1 2020 | Sound Shore Management | Buy | 204,771 | 204,771 | $49,145 |
| Q4 2019 | Parnassus Endeavor Fund | Sell | -50,000 | 900,000 | $263,160 |
| Q4 2019 | Hillman Value Fund | Buy | 4,962 | 4,962 | $1,451 |
| Q3 2019 | Parnassus Endeavor Fund | Sell | -150,000 | 950,000 | $219,555 |
| Q3 2019 | Olstein Capital Management | Sell | -10,000 | 13,000 | $3,004 |
| Q3 2019 | Renaissance Technologies LLC | Sell | -9,315 | 462,756 | $106,948 |
| Q2 2019 | Renaissance Technologies LLC | Sell | -73,910 | 472,071 | $88,674 |
| Q2 2019 | Olstein Capital Management | Sell | -9,500 | 23,000 | $4,320 |
| Q1 2019 | Parnassus Endeavor Fund | Sell | -400,000 | 1,100,000 | $196,911 |
| Q1 2019 | Renaissance Technologies LLC | Sell | -230,708 | 545,981 | $97,736 |
| Q1 2019 | Olstein Capital Management | Sell | -8,500 | 32,500 | $5,818 |
| Q4 2018 | Parnassus Endeavor Fund | Buy | 800,000 | 1,500,000 | $204,255 |
| Q4 2018 | Renaissance Technologies LLC | Sell | -222,267 | 776,689 | $105,762 |
| Q4 2018 | Olstein Capital Management | Buy | 1,600 | 41,000 | $5,583 |
| Q3 2018 | Renaissance Technologies LLC | Buy | 795,200 | 998,956 | $151,542 |
| Q3 2018 | Parnassus Endeavor Fund | Buy | 625,000 | 700,000 | $106,190 |
| Q3 2018 | Appaloosa Management | Sell | -205,000 | 1,175,000 | $178,248 |
| Q3 2018 | Olstein Capital Management | Buy | 19,400 | 39,400 | $5,977 |
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.