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.
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- LAM RESEARCH CORP (LRCX) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2020 | Renaissance Technologies LLC | Sell | -206,800 | 255,956 | $84,913 |
| 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 | Olstein Capital Management | Sell | -9,500 | 23,000 | $4,320 |
| Q2 2019 | Renaissance Technologies LLC | Sell | -73,910 | 472,071 | $88,674 |
| Q1 2019 | Parnassus Endeavor Fund | Sell | -400,000 | 1,100,000 | $196,911 |
| Q1 2019 | Olstein Capital Management | Sell | -8,500 | 32,500 | $5,818 |
| Q1 2019 | Renaissance Technologies LLC | Sell | -230,708 | 545,981 | $97,736 |
| Q4 2018 | Parnassus Endeavor Fund | Buy | 800,000 | 1,500,000 | $204,255 |
| Q4 2018 | Olstein Capital Management | Buy | 1,600 | 41,000 | $5,583 |
| Q4 2018 | Renaissance Technologies LLC | Sell | -222,267 | 776,689 | $105,762 |
| Q3 2018 | Parnassus Endeavor Fund | Buy | 625,000 | 700,000 | $106,190 |
| Q3 2018 | Olstein Capital Management | Buy | 19,400 | 39,400 | $5,977 |
| Q3 2018 | Renaissance Technologies LLC | Buy | 795,200 | 998,956 | $151,542 |
| Q3 2018 | Appaloosa Management | Sell | -205,000 | 1,175,000 | $178,248 |
| Q2 2018 | Parnassus Endeavor Fund | Buy | 50,000 | 75,000 | $12,964 |
| Q2 2018 | Olstein Capital Management | Buy | 20,000 | 20,000 | $3,457 |
| Q2 2018 | Appaloosa Management | Buy | 84,414 | 1,380,000 | $238,533 |
| Q1 2018 | Appaloosa Management | Buy | 1,295,586 | 1,295,586 | $263,211 |
| Q4 2017 | Renaissance Technologies LLC | Sell | -476,700 | 203,756 | $37,505 |
| Q3 2017 | Parnassus Endeavor Fund | Sell | -25,000 | 25,000 | $4,626 |
| Q3 2017 | Renaissance Technologies LLC | Buy | 283,400 | 680,456 | $125,912 |
| Q2 2017 | Parnassus Endeavor Fund | Sell | -50,000 | 50,000 | $7,072 |
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.