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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 18,984 | $1,234 萬 | 0.33% | +533+2.9% | 加碼 |
| Key Square Capital Management LLC | 18,746 | $1,220 萬 | 2.50% | +18,746 | 新進 |
| Profund Advisors LLC | 18,710 | $1,218 萬 | 0.41% | −390−2.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 18,301 | $1,191 萬 | 0.69% | +776+4.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 18,261 | $1,188 萬 | 0.46% | +6,665+57.5% | 加碼 |
| Qube Research & Technologies Ltd | 17,875 | $1,163 萬 | 0.15% | +17,875 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,869 | $1,163 萬 | 0.13% | −40.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 17,795 | $1,158 萬 | 0.20% | +6,999+64.8% | 加碼 |
| Alexandria Capital, LLC | 17,789 | $1,158 萬 | 1.07% | −136−0.8% | 減碼 |
| Amica Mutual Insurance Co | 17,559 | $1,143 萬 | 1.20% | −2,963−14.4% | 減碼 |
| Daiwa Securities Group Inc. | 16,933 | $1,139 萬 | 0.08% | −315−1.8% | 減碼 |
| Private Advisor Group, LLC | 17,272 | $1,124 萬 | 0.10% | −1,756−9.2% | 減碼 |
| Nissay Asset Management Corp | 17,107 | $1,113 萬 | 0.10% | −184−1.1% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 17,062 | $1,110 萬 | 2.36% | −60−0.4% | 減碼 |
| Swarthmore Group Inc | 16,693 | $1,086 萬 | 2.80% | −2,895−14.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,577 | $1,079 萬 | 0.05% | −934−5.3% | 減碼 |
| Louisiana State Employees Retirement System | 16,300 | $1,061 萬 | 0.26% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 16,252 | $1,058 萬 | 2.52% | 00.0% | 不變 |
| Panagora Asset Management Inc | 16,248 | $1,057 萬 | 0.06% | +6,582+68.1% | 加碼 |
| Group One Trading, L.P. | 16,129 | $1,050 萬 | 0.20% | +16,129 | 新進 |
| YHB Investment Advisors, Inc. | 16,077 | $1,046 萬 | 0.89% | −205−1.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,059 | $1,045 萬 | 0.05% | +13,175+456.8% | 加碼 |
| FourThought Financial, LLC | 15,821 | $1,029 萬 | 1.38% | −3,244−17.0% | 減碼 |
| Hartford Investment Management Co | 15,817 | $1,029 萬 | 0.26% | −382−2.4% | 減碼 |
| Atria Investments LLC | 15,788 | $1,027 萬 | 0.20% | −2,494−13.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 15,767 | $1,026 萬 | 0.21% | −325−2.0% | 減碼 |
| Hosking Partners LLP | 15,496 | $1,008 萬 | 0.22% | −182−1.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 15,365 | $999.8 萬 | 0.06% | −1,096−6.7% | 減碼 |
| Elemental Capital Partners LLC | 15,695 | $981.6 萬 | 8.08% | +90+0.6% | 加碼 |
| Meeder Asset Management Inc | 14,780 | $961.7 萬 | 0.45% | +6,150+71.3% | 加碼 |
| Advisory Services Network, LLC | 14,718 | $957.7 萬 | 0.30% | +834+6.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,648 | $953.1 萬 | 0.19% | −85−0.6% | 減碼 |
| BTC Capital Management, Inc. | 14,357 | $934.3 萬 | 1.06% | −1,962−12.0% | 減碼 |
| Totem Point Management, LLC | 14,323 | $932.0 萬 | 4.67% | +3,945+38.0% | 加碼 |
| ING Groep NV | 14,228 | $925.8 萬 | 0.15% | +4,766+50.4% | 加碼 |
| NewEdge Wealth, LLC | 14,200 | $924.0 萬 | 0.71% | +6,260+78.8% | 加碼 |
| Gyroscope Capital Management Group, LLC | 13,791 | $897.4 萬 | 3.16% | −661−4.6% | 減碼 |
| Banque Pictet & Cie SA | 13,776 | $896.4 萬 | 0.10% | −612−4.3% | 減碼 |
| L & S Advisors Inc | 13,757 | $895.2 萬 | 0.96% | +2,841+26.0% | 加碼 |
| Maple Capital Management, Inc. | 15,395 | $893.5 萬 | 1.08% | +15,395 | 新進 |
| Rockefeller Capital Management L.P. | 13,661 | $888.8 萬 | 0.05% | +5,335+64.1% | 加碼 |
| American Century Companies Inc | 13,654 | $888.5 萬 | 0.01% | −52,172−79.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 13,550 | $881.7 萬 | 0.01% | +8,749+182.2% | 加碼 |
| Norinchukin Bank, The | 13,452 | $875.3 萬 | 0.13% | +168+1.3% | 加碼 |
| Aptus Capital Advisors, LLC | 13,309 | $866.1 萬 | 0.39% | +536+4.2% | 加碼 |
| Horizon Investment Services, LLC | 13,294 | $865.1 萬 | 4.25% | −311−2.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 13,284 | $864.4 萬 | 1.05% | −749−5.3% | 減碼 |
| Gateway Investment Advisers LLC | 13,261 | $862.9 萬 | 0.09% | −480−3.5% | 減碼 |
| Westfield Capital Management Co LP | 13,185 | $857.9 萬 | 0.05% | +540+4.3% | 加碼 |
| Eagle Asset Management Inc | 12,914 | $840.3 萬 | 0.04% | +134+1.0% | 加碼 |
| Baker Ellis Asset Management LLC | 12,907 | $839.9 萬 | 1.65% | +50+0.4% | 加碼 |
| Pacer Advisors, Inc. | 12,835 | $835.2 萬 | 0.12% | −392−3.0% | 減碼 |
| M&T Bank Corp | 12,664 | $824.1 萬 | 0.04% | −2,146−14.5% | 減碼 |
| Securian Asset Management, Inc | 12,553 | $816.8 萬 | 0.17% | −100−0.8% | 減碼 |
| Advisors Asset Management, Inc. | 12,540 | $816.0 萬 | 0.12% | −2,077−14.2% | 減碼 |
| Conning Inc. | 12,485 | $812.4 萬 | 0.24% | −239−1.9% | 減碼 |
| Ziegler Capital Management, LLC | 12,477 | $811.9 萬 | 0.27% | −790−6.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 12,416 | $807.9 萬 | 1.01% | +1,250+11.2% | 加碼 |
| Zacks Investment Management | 12,401 | $806.9 萬 | 0.13% | +881+7.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 12,375 | $805.2 萬 | 0.26% | −580−4.5% | 減碼 |
| BP PLC | 12,351 | $803.2 萬 | 0.34% | −4,896−28.4% | 減碼 |
| Pallas Capital Advisors LLC | 12,322 | $800.7 萬 | 1.12% | +972+8.6% | 加碼 |
| Creative Planning | 12,019 | $782.1 萬 | 0.01% | −2,843−19.1% | 減碼 |
| Bornite Capital Management LP | 12,000 | $780.8 萬 | 3.49% | +12,000 | 新進 |
| First Horizon Corp | 11,938 | $776.8 萬 | 0.70% | −167−1.4% | 減碼 |
| Baker Avenue Asset Management, LP | 11,887 | $773.5 萬 | 0.45% | +103+0.9% | 加碼 |
| Socorro Asset Management LP | 11,838 | $770.3 萬 | 2.51% | +2,118+21.8% | 加碼 |
| Guinness Atkinson Asset Management Inc | 11,800 | $767.8 萬 | 3.40% | 00.0% | 不變 |
| Cetera Investment Advisers | 11,662 | $758.8 萬 | 0.12% | +716+6.5% | 加碼 |
| Means Investment Co., Inc. | 11,628 | $756.6 萬 | 1.51% | +698+6.4% | 加碼 |
| Clough Capital Partners L P | 11,535 | $750.6 萬 | 0.42% | −32,195−73.6% | 減碼 |
| TD Private Client Wealth LLC | 11,482 | $747.1 萬 | 0.32% | −666−5.5% | 減碼 |
| Sustainable Insight Capital Management, LLC | 11,381 | $740.6 萬 | 4.39% | −2,272−16.6% | 減碼 |
| People's United Financial, Inc. | 11,344 | $738.2 萬 | 0.17% | +7,604+203.3% | 加碼 |
| ExodusPoint Capital Management, LP | 11,256 | $732.4 萬 | 0.11% | +11,256 | 新進 |
| B. Metzler seel. Sohn & Co. Holding AG | 11,239 | $731.3 萬 | 0.11% | +197+1.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,227 | $730.5 萬 | 0.17% | +74+0.7% | 加碼 |
| Bank of the West | 11,219 | $730.0 萬 | 0.74% | −509−4.3% | 減碼 |
| Illinois Municipal Retirement Fund | 11,193 | $728.3 萬 | 0.30% | −4,563−29.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 11,135 | $724.6 萬 | 0.07% | 00.0% | 不變 |
| Bailard, Inc. | 11,048 | $718.9 萬 | 0.25% | +6+0.1% | 加碼 |
| Breiter Capital Management Inc | 10,958 | $713.1 萬 | 3.83% | +14+0.1% | 加碼 |
| Bridgeway Capital Management, LLC | 10,950 | $712.5 萬 | 0.13% | +4,750+76.6% | 加碼 |
| NFJ Investment Group, LLC | 10,827 | $704.5 萬 | 0.13% | −1,294−10.7% | 減碼 |
| Sitrin Capital Management LLC | 10,761 | $700.2 萬 | 3.15% | −242−2.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 11,420 | $697.5 萬 | 0.11% | +11,420 | 新進 |
| Terry L. Blaker | 10,662 | $693.8 萬 | 0.45% | +26+0.2% | 加碼 |
| Nicholas Investment Partners, LP | 10,580 | $688.4 萬 | 0.43% | −1,352−11.3% | 減碼 |
| Violich Capital Management, Inc. | 10,545 | $686.2 萬 | 1.15% | +15+0.1% | 加碼 |
| Shell Asset Management Co | 10,471 | $681.3 萬 | 0.13% | −1,042−9.1% | 減碼 |
| Hohimer Wealth Management, LLC | 10,437 | $679.2 萬 | 1.39% | +991+10.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,435 | $677.3 萬 | 0.17% | +2,519+275.0% | 加碼 |
| Cinctive Capital Management LP | 10,407 | $677.2 萬 | 0.37% | −3,364−24.4% | 減碼 |
| NWK Group, Inc. | 10,384 | $675.7 萬 | 2.70% | +10,384 | 新進 |
| Systematic Alpha Investments, LLC | 10,889 | $672.0 萬 | 0.31% | +10.0% | 加碼 |
| Baldwin Investment Management, LLC | 10,321 | $671.6 萬 | 1.14% | +115+1.1% | 加碼 |
| Maryland State Retirement & Pension System | 10,797 | $671.5 萬 | 0.22% | −163−1.5% | 減碼 |
| Seizert Capital Partners, LLC | 10,303 | $670.4 萬 | 0.32% | −350−3.3% | 減碼 |
| Great Lakes Advisors, LLC | 10,226 | $665.4 萬 | 0.10% | −150−1.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $665.3 萬 | 0.88% | 00.0% | 不變 |