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Grantham Mayo Van Otterloo & Co. LLC Increases Stake in Lam Research Corporation
The investment firm now holds a $1.32 billion position in the semiconductor equipment manufacturer.
Published on Mar. 8, 2026
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Grantham Mayo Van Otterloo & Co. LLC, a prominent investment management firm, has increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 1.6% during the third quarter. The firm now holds 9,834,011 shares of the semiconductor company's stock, valued at $1.32 billion, making it one of Lam Research's largest institutional investors.
Why it matters
Lam Research is a leading manufacturer of semiconductor fabrication equipment, and its performance is closely watched by investors and industry analysts. Grantham Mayo Van Otterloo & Co. LLC's increased stake in the company suggests the firm's confidence in Lam Research's long-term growth potential, which could signal positive sentiment for the broader semiconductor industry.
The details
According to the filing, Grantham Mayo Van Otterloo & Co. LLC purchased an additional 156,371 shares of Lam Research during the third quarter, bringing its total position to approximately 3.7% of the company's outstanding shares. The investment firm is now Lam Research's fifth-largest institutional shareholder, with a portfolio value of $1.32 billion.
- Grantham Mayo Van Otterloo & Co. LLC increased its stake in Lam Research during the 3rd quarter of 2026.
The players
Grantham Mayo Van Otterloo & Co. LLC
A prominent investment management firm that has increased its stake in Lam Research Corporation.
Lam Research Corporation
A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.
The takeaway
Grantham Mayo Van Otterloo & Co. LLC's increased investment in Lam Research suggests the firm's confidence in the semiconductor equipment manufacturer's long-term growth prospects, which could signal positive sentiment for the broader semiconductor industry.
