Lam Research
LRCX
272.20
+8.26
+3.13%
Lam Research
US · LRCX
#39 by market cap
Listed 1970
272.20
+8.26
+3.13%
Live - 5344 symbols - heartbeat 109s ago
· 2026-10-20 06:39
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 9 in the most recent period (2026/Q3).
- Total institutional ownership fell 0.1 percentage points.
Institutional ownership
- Held by institutions
- 87.88% -0.13pp
- Institutions
- 3,629 -9
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund73.04%
Public Company4.82%
Hedge Fund3.07%
Government Pension Fund2.32%
Private Company1.92%
Sovereign Wealth Fund1.53%
Family Office/Trust0.40%
Insurance Company0.30%
Individual/Insider0.26%
Other12.33%
Top holders as of 2026-06-30
BlackRock
10.61% · 132.73M sh
Vanguard Capital Management, LLC
7.10% · 88.87M sh
State Street Global Advisors
4.85% · 60.70M sh
Invesco Capital Management LLC
3.32% · 41.52M sh
Vanguard Portfolio Management, LLC
2.93% · 36.64M sh
Other
71.19%
Geode Capital Management, LLC
2.76% · 34.51M sh
J.P. Morgan Asset Management, Inc.
2.48% · 30.99M sh
FMR
2.19% · 27.39M sh
T. Rowe Price Group, Inc.
1.97% · 24.60M sh
UBS Asset Management
1.61% · 20.20M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 19 buys · 28 sells
| Name | Role | Stake |
|---|---|---|
| Douglas Bettinger | Chief Financial Officer | 0.08% |
| Timothy Archer | Chief Executive Officer | 0.08% |
| Vahid Vahedi | Chief Technology Officer | 0.02% |
| Michael Cannon | Independent Director | 0.02% |
| Seshasayee Varadarajan | Senior Vice President of The Global Products Group | 0.01% |
| Eric Brandt | Independent Director | 0.01% |
| Abhijit Talwalkar | Independent Chairperson | 0.01% |
| Karthikeyan Rammohan | Vice President of Global Business Operations - Customer Support Business Group | 0.01% |
| Patrick Lord | Chief Operating Officer | 0.01% |
| Neil Fernandes | Senior Vice President of Global Customer Operations | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-08 | Timothy Archer | Chief Executive Officer | Intent to Sell (Form 144) | -30,000 | $319.26 |
| 2026-09-01 | Seshasayee Varadarajan | Chief Operating Officer | Automatic Disposition | -20,000 | $291.32 |
| 2026-09-01 | Seshasayee Varadarajan | Chief Operating Officer | Derivative Exercise and Sale | -39,750 | $30.03–291.32 |
| 2026-08-30 | Ava Harter | Chief Legal Officer | Automatic Disposition | -5,000 | $302.46 |
| 2026-08-05 | Timothy Archer | Chief Executive Officer | Derivative Exercise and Sale | -30,000 | $30.03–300.00 |
| 2026-08-04 | Ava Harter | Chief Legal Officer | Sale to Issuer | -5,790 | $307.42 |
| 2026-07-12 | Abhijit Talwalkar | Independent Chairperson | Automatic Disposition | -18,282 | $335.00 |
| 2026-07-01 | Timothy Archer | Chief Executive Officer | Derivative Exercise and Sale | -30,000 | $30.03–390.01 |
| 2026-06-11 | Eric Brandt | Independent Director | Intent to Sell (Form 144) | -54,500 | $359.39 |
| 2026-05-31 | Neil Fernandes | Senior VP of Global Customer Operations | Automatic Disposition | -7,659 | $309.60 |
| 2026-05-13 | Patrick Lord | Former Executive Vice President of Customer Support Business Group & Global Operations | Intent to Sell (Form 144) | -59,490 | $300.17 |
| 2026-04-30 | Neil Fernandes | Senior VP of Global Customer Operations | Open Market Disposition | -18,170 | $255.14 |
| 2026-04-26 | Ava Harter | Chief Legal Officer | Derivative Exercise and Sale | -6,010 | $77.04–258.66 |
| 2026-03-09 | Abhijit Talwalkar | Independent Chairperson | Other Disposition | -4,571 | -- |
| 2026-03-05 | Karthikeyan Rammohan | Senior Vice President of Global Operations & Enterprise Solutions | Initial Statement of Beneficial | 0 | -- |
| 2026-03-03 | Douglas Bettinger | Chief Financial Officer | Derivative Exercise and Sale | -50,057 | $49.09–224.03 |
| 2026-03-03 | Douglas Bettinger | Chief Financial Officer | Derivative Exercise and Retained | +27,693 | $49.09 |
| 2026-03-03 | Ava Harter | Chief Legal Officer | Open Market Disposition | -1,500 | $222.66 |
| 2026-03-01 | Douglas Bettinger | Chief Financial Officer | Derivative Exercise and Sale | -40,329 | $30.03–230.22 |
| 2026-03-01 | Douglas Bettinger | Chief Financial Officer | Derivative Exercise and Retained | +25,981 | $54.06–59.88 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-20 06:39:35 · For reference only, not investment advice and not tailored to your situation.
memory capex finally coming back online after the downturn and this name benefits as much as anyone from that. semi equipment cycle turns are brutal to time but feel like we’re past the bottom.