Lam Research Corp
LRCX- 交易所
- Nasdaq
- 產業
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
近 90 天，Lam Research Corp 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 3,143 家機構在 13F 申報持有，市值合計 $4,635 億；Coatue、老虎環球等 6 位大師持有。
2021 年第 2 季 13F 持有人
Lam Research Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,315
- 較 2021 年第 1 季 +67 家
- 持有股數
- 1.17 億
- 較 2021 年第 1 季 −59.5 萬 (−0.5%)
- 總市值
- $763.3 億
- 較 2021 年第 1 季 +$61.4 億 (+8.8%)
- 新進機構
- 143
- 另有 487 家加碼
- 清倉機構
- 76
- 另有 495 家減碼
另有 14 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LRCX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,143 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $749.3 億 |
| 2024 年第 3 季 | 1,469 | $800.7 億 |
| 2024 年第 2 季 | 1,793 | $1,165 億 |
| 2024 年第 1 季 | 1,732 | $1,070 億 |
| 2023 年第 4 季 | 1,632 | $869.7 億 |
| 2023 年第 3 季 | 1,451 | $697.1 億 |
| 2023 年第 2 季 | 1,434 | $727.1 億 |
| 2023 年第 1 季 | 1,366 | $604.5 億 |
| 2022 年第 4 季 | 1,347 | $475.0 億 |
| 2022 年第 3 季 | 1,273 | $415.7 億 |
| 2022 年第 2 季 | 1,310 | $478.8 億 |
| 2022 年第 1 季 | 1,391 | $604.2 億 |
| 2021 年第 4 季 | 1,461 | $829.2 億 |
| 2021 年第 3 季 | 1,301 | $657.6 億 |
| 2021 年第 2 季 | 1,315 | $763.3 億 |
| 2021 年第 1 季 | 1,262 | $708.3 億 |
2021 年第 2 季持有機構
每家機構持有 Lam Research Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Harbor Island Capital LLC | 45,158 | $2,938 萬 | 14.62% | 00.0% | 不變 |
| PGGM Investments | 42,794 | $2,785 萬 | 0.12% | −4,535−9.6% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 42,600 | $2,772 萬 | 1.09% | −2,000−4.5% | 減碼 |
| State of Tennessee, Treasury Department | 42,188 | $2,745 萬 | 0.10% | −22,288−34.6% | 減碼 |
| Thrivent Financial for Lutherans | 42,163 | $2,744 萬 | 0.06% | +704+1.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 42,094 | $2,740 萬 | 0.06% | +5,538+15.1% | 加碼 |
| Westpac Banking Corp | 41,796 | $2,720 萬 | 0.27% | −2,911−6.5% | 減碼 |
| Capco Asset Management, LLC | 41,468 | $2,698 萬 | 7.90% | +428+1.0% | 加碼 |
| AXA S.A. | 41,164 | $2,679 萬 | 0.08% | −28,567−41.0% | 減碼 |
| Arizona State Retirement System | 40,039 | $2,605 萬 | 0.21% | −543−1.3% | 減碼 |
| Neville Rodie & Shaw Inc | 39,435 | $2,566 萬 | 1.98% | +43+0.1% | 加碼 |
| Tredje AP-fonden | 39,393 | $2,563 萬 | 0.54% | −20,000−33.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,274 | $2,556 萬 | 0.14% | −901−2.2% | 減碼 |
| McGuire Investment Group, LLC | 39,070 | $2,542 萬 | 4.82% | −667−1.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,837 | $2,527 萬 | 0.23% | −3,000−7.2% | 減碼 |
| Capital Bank & Trust Co | 37,863 | $2,464 萬 | 0.29% | +1,374+3.8% | 加碼 |
| Advisor Group Holdings, Inc. | 37,686 | $2,449 萬 | 0.05% | −1,279−3.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,602 | $2,448 萬 | 0.44% | +5,501+17.1% | 加碼 |
| Handelsbanken Fonder AB | 37,531 | $2,442 萬 | 0.13% | −1,163−3.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 37,217 | $2,422 萬 | 0.05% | +32,396+672.0% | 加碼 |
| Prudential PLC | 37,121 | $2,416 萬 | 0.22% | −78,934−68.0% | 減碼 |
| State of Michigan Retirement System | 37,085 | $2,413 萬 | 0.14% | −3,200−7.9% | 減碼 |
| Guardian Capital LP | 36,848 | $2,398 萬 | 0.47% | +150.0% | 加碼 |
| Colony Group LLC | 36,527 | $2,377 萬 | 0.47% | +204+0.6% | 加碼 |
| Bridgewater Associates, LP | 36,506 | $2,375 萬 | 0.15% | +36,506 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 36,368 | $2,367 萬 | 1.78% | −153−0.4% | 減碼 |
| Alberta Investment Management Corp | 36,331 | $2,364 萬 | 0.20% | 00.0% | 不變 |
| Foundry Partners, LLC | 36,280 | $2,361 萬 | 0.81% | −4,820−11.7% | 減碼 |
| Tiaa, FSB | 35,717 | $2,324 萬 | 0.08% | −766−2.1% | 減碼 |
| Guinness Asset Management LTD | 35,670 | $2,321 萬 | 1.28% | +590+1.7% | 加碼 |
| APG Asset Management N.V. | 42,211 | $2,316 萬 | 0.04% | +1,911+4.7% | 加碼 |
| Amalgamated Bank | 34,366 | $2,236 萬 | 0.18% | +25,583+291.3% | 加碼 |
| Forsta Ap-Fonden | 34,100 | $2,219 萬 | 0.26% | +2,400+7.6% | 加碼 |
| CIBC World Markets Inc. | 33,902 | $2,206 萬 | 0.06% | −241,641−87.7% | 減碼 |
| Lido Advisors, LLC | 33,171 | $2,163 萬 | 0.53% | −332−1.0% | 減碼 |
| MetLife Investment Management | 33,066 | $2,152 萬 | 0.19% | −990−2.9% | 減碼 |
| Reilly Financial Advisors, LLC | 32,666 | $2,126 萬 | 1.72% | −5,517−14.4% | 減碼 |
| National Asset Management, Inc. | 32,610 | $2,122 萬 | 0.69% | −2,405−6.9% | 減碼 |
| Veracity Capital LLC | 32,416 | $2,109 萬 | 4.94% | +32,416 | 新進 |
| Soros Capital Management LLC | 32,176 | $2,094 萬 | 2.69% | −6,113−16.0% | 減碼 |
| Leuthold Group, LLC | 32,129 | $2,091 萬 | 2.57% | −574−1.8% | 減碼 |
| ClariVest Asset Management LLC | 32,076 | $2,087 萬 | 0.69% | −1,700−5.0% | 減碼 |
| Baird Financial Group, Inc. | 31,385 | $2,042 萬 | 0.05% | +540+1.8% | 加碼 |
| HighTower Advisors, LLC | 31,234 | $2,042 萬 | 0.06% | +6,923+28.5% | 加碼 |
| Natixis Advisors, L.P. | 30,968 | $2,015 萬 | 0.10% | −1,466−4.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 30,701 | $1,998 萬 | 1.03% | +6,611+27.4% | 加碼 |
| Gabelli Funds LLC | 30,520 | $1,986 萬 | 0.13% | 00.0% | 不變 |
| Macquarie Group Ltd | 30,220 | $1,967 萬 | 0.02% | +13,409+79.8% | 加碼 |
| Twin Tree Management, LP | 30,214 | $1,966 萬 | 0.59% | +11,172+58.7% | 加碼 |
| State of Alaska, Department of Revenue | 30,146 | $1,962 萬 | 0.20% | −9,216−23.4% | 減碼 |
| MUFG Securities EMEA plc | 30,000 | $1,952 萬 | 0.21% | +21,000+233.3% | 加碼 |
| Heard Capital LLC | 29,850 | $1,942 萬 | 4.43% | +4,121+16.0% | 加碼 |
| Burney Co | 29,493 | $1,919 萬 | 0.89% | −454−1.5% | 減碼 |
| Ensign Peak Advisors, Inc | 29,472 | $1,918 萬 | 0.04% | −88,090−74.9% | 減碼 |
| Railway Pension Investments Ltd | 29,000 | $1,887 萬 | 0.16% | 00.0% | 不變 |
| Comerica Bank | 32,655 | $1,885 萬 | 0.11% | −1,483−4.3% | 減碼 |
| CCM Investment Advisers LLC | 28,700 | $1,868 萬 | 2.39% | −4,472−13.5% | 減碼 |
| Fifth Third Bancorp | 28,612 | $1,862 萬 | 0.08% | −397−1.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 28,337 | $1,844 萬 | 0.24% | −100−0.4% | 減碼 |
| Mercer Global Advisors Inc | 28,318 | $1,843 萬 | 0.14% | +1,386+5.1% | 加碼 |
| Xponance, Inc. | 28,217 | $1,836 萬 | 0.34% | +7,262+34.7% | 加碼 |
| Capitolis Advisors LLC | 28,143 | $1,831 萬 | 0.22% | +25,628+1,019.0% | 加碼 |
| Chartwell Investment Partners, LLC | 28,009 | $1,823 萬 | 0.54% | −882−3.1% | 減碼 |
| Utah Retirement Systems | 27,192 | $1,769 萬 | 0.23% | −276−1.0% | 減碼 |
| QS Investors, LLC | 26,823 | $1,745 萬 | 0.21% | −4,689−14.9% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 26,480 | $1,724 萬 | 0.86% | −2,410−8.3% | 減碼 |
| British Columbia Investment Management Corp | 26,444 | $1,721 萬 | 0.11% | +2,812+11.9% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 26,331 | $1,713 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 25,991 | $1,691 萬 | 0.07% | +654+2.6% | 加碼 |
| Citadel Advisors LLC | 25,867 | $1,683 萬 | 0.02% | −76,498−74.7% | 減碼 |
| Maplelane Capital, LLC | 25,500 | $1,659 萬 | 1.29% | +2,000+8.5% | 加碼 |
| James Investment Research Inc | 25,409 | $1,653 萬 | 1.42% | −473−1.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 24,218 | $1,576 萬 | 0.07% | −1,675−6.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 24,202 | $1,575 萬 | 0.20% | +3,285+15.7% | 加碼 |
| Metropolitan Life Insurance Co | 23,959 | $1,559 萬 | 0.22% | −836−3.4% | 減碼 |
| Shelton Capital Management | 23,926 | $1,557 萬 | 0.59% | −23,926−50.0% | 減碼 |
| Texas Permanent School Fund | 23,693 | $1,542 萬 | 0.18% | −170−0.7% | 減碼 |
| CIBC World Markets Corp | 23,539 | $1,532 萬 | 0.11% | −507,053−95.6% | 減碼 |
| Swiss Life Asset Management Ltd | 28,615 | $1,522 萬 | 0.20% | −5,390−15.9% | 減碼 |
| Linscomb & Williams, Inc. | 23,322 | $1,518 萬 | 0.78% | −450−1.9% | 減碼 |
| Rheos Capital Works Inc. | 23,200 | $1,510 萬 | 0.76% | 00.0% | 不變 |
| Transform Wealth, LLC | 23,171 | $1,508 萬 | 1.84% | +11,394+96.7% | 加碼 |
| Harber Asset Management LLC | 23,151 | $1,506 萬 | 3.57% | +2,658+13.0% | 加碼 |
| United Capital Financial Advisers, LLC | 23,074 | $1,502 萬 | 0.08% | +424+1.9% | 加碼 |
| Mutual of America Capital Management LLC | 22,571 | $1,469 萬 | 0.14% | +266+1.2% | 加碼 |
| Public Sector Pension Investment Board | 22,354 | $1,455 萬 | 0.09% | +8,830+65.3% | 加碼 |
| Oak Grove Capital LLC | 22,333 | $1,453 萬 | 3.36% | +7,734+53.0% | 加碼 |
| United Services Automobile Association | 21,823 | $1,419 萬 | 0.26% | −642−2.9% | 減碼 |
| Marvin & Palmer Associates Inc | 21,396 | $1,392 萬 | 5.69% | −534−2.4% | 減碼 |
| DnB Asset Management AS | 21,041 | $1,369 萬 | 0.09% | +954+4.7% | 加碼 |
| Achmea Investment Management B.V. | 20,618 | $1,342 萬 | 0.46% | −2,303−10.0% | 減碼 |
| Credit Agricole S A | 20,310 | $1,322 萬 | 0.44% | +2,265+12.6% | 加碼 |
| Churchill Management Corp | 20,148 | $1,311 萬 | 0.19% | +424+2.1% | 加碼 |
| Commonwealth Equity Services, LLC | 20,104 | $1,308 萬 | 0.03% | +3,312+19.7% | 加碼 |
| Advisory Research Inc | 20,094 | $1,308 萬 | 0.86% | +5,714+39.7% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 19,938 | $1,297 萬 | 2.17% | +1,044+5.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 19,836 | $1,291 萬 | 0.70% | +914+4.8% | 加碼 |
| Picton Mahoney Asset Management | 19,828 | $1,290 萬 | 0.47% | +4,239+27.2% | 加碼 |
| Meritage Portfolio Management | 19,366 | $1,260 萬 | 0.76% | −234−1.2% | 減碼 |
| IFM Investors Pty Ltd | 19,350 | $1,259 萬 | 0.26% | +3,602+22.9% | 加碼 |