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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 10,200 | $663.7 萬 | 0.14% | −9,100−47.2% | 減碼 |
| Clear Street Markets LLC | 10,178 | $662.3 萬 | 1.41% | +5,578+121.3% | 加碼 |
| Fiduciary Trust Co | 10,164 | $661.4 萬 | 0.13% | +1,798+21.5% | 加碼 |
| Sanders Morris Harris LLC | 10,498 | $652.9 萬 | 1.27% | +6,256+147.5% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $650.7 萬 | 0.07% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 9,943 | $647.0 萬 | 0.51% | −72−0.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 9,910 | $644.8 萬 | 0.59% | +144+1.5% | 加碼 |
| GWM Advisors LLC | 9,779 | $636.3 萬 | 0.17% | +3,293+50.8% | 加碼 |
| Carret Asset Management, LLC | 9,755 | $634.8 萬 | 0.74% | −1,067−9.9% | 減碼 |
| Cullinan Associates Inc | 9,730 | $633.1 萬 | 0.35% | −100−1.0% | 減碼 |
| Northwest Bancshares, Inc. | 9,645 | $627.6 萬 | 1.42% | −1,110−10.3% | 減碼 |
| AlphaCrest Capital Management LLC | 9,633 | $626.8 萬 | 0.27% | +335+3.6% | 加碼 |
| Harbour Capital Advisors, LLC | 9,628 | $626.5 萬 | 1.68% | −1,241−11.4% | 減碼 |
| Heritage Trust Co | 9,594 | $624.3 萬 | 0.89% | −1,304−12.0% | 減碼 |
| Aviance Capital Partners, LLC | 9,558 | $621.9 萬 | 1.09% | +219+2.3% | 加碼 |
| New Mexico Educational Retirement Board | 9,493 | $617.7 萬 | 0.21% | +400+4.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,394 | $611.2 萬 | 0.02% | +786+9.1% | 加碼 |
| Brewin Dolphin Ltd | 9,389 | $610.9 萬 | 0.28% | +48+0.5% | 加碼 |
| Fiera Capital Corp | 9,385 | $610.7 萬 | 0.02% | −2,178−18.8% | 減碼 |
| Alerus Financial NA | 9,341 | $607.8 萬 | 0.61% | +526+6.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 9,145 | $594.7 萬 | 0.06% | +657+7.7% | 加碼 |
| First Citizens Bank & Trust Co | 9,023 | $587.2 萬 | 0.28% | −293−3.1% | 減碼 |
| Steel Peak Wealth Management LLC | 9,010 | $586.3 萬 | 0.42% | −1,709−15.9% | 減碼 |
| D.A. Davidson & Co. | 8,988 | $584.9 萬 | 0.07% | +309+3.6% | 加碼 |
| Cozad Asset Management Inc | 8,902 | $579.3 萬 | 0.91% | +52+0.6% | 加碼 |
| Walleye Trading LLC | 8,876 | $577.6 萬 | 0.15% | −12,579−58.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,863 | $576.7 萬 | 0.14% | −365−4.0% | 減碼 |
| Rothschild & Co Asset Management US Inc. | 8,763 | $570.2 萬 | 0.07% | −2,254−20.5% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 8,745 | $569.0 萬 | 2.91% | +1,772+25.4% | 加碼 |
| PFS Investments Inc. | 9,271 | $568.2 萬 | 0.13% | +1,514+19.5% | 加碼 |
| Quadrature Capital Ltd | 8,639 | $562.3 萬 | 0.21% | +8,639 | 新進 |
| Cubist Systematic Strategies, LLC | 8,621 | $561.0 萬 | 0.06% | +3,587+71.3% | 加碼 |
| Farmers Trust Co | 8,612 | $560.3 萬 | 1.24% | −1,117−11.5% | 減碼 |
| Jackson Square Capital, LLC | 8,591 | $559.0 萬 | 1.80% | −477−5.3% | 減碼 |
| Central Bank & Trust Co | 8,590 | $558.9 萬 | 0.90% | −201−2.3% | 減碼 |
| Two Sigma Advisers, LP | 8,549 | $556.3 萬 | 0.01% | +749+9.6% | 加碼 |
| Banque Cantonale Vaudoise | 8,490 | $552.5 萬 | 0.25% | +646+8.2% | 加碼 |
| Scotia Capital Inc. | 8,471 | $551.2 萬 | 0.04% | +2,040+31.7% | 加碼 |
| Taylor Hoffman Wealth Management | 8,380 | $545.3 萬 | 2.35% | −948−10.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,359 | $543.9 萬 | 0.14% | +57+0.7% | 加碼 |
| Wealthfront Advisers LLC | 8,351 | $543.4 萬 | 0.03% | +770+10.2% | 加碼 |
| Kentucky Retirement Systems | 8,305 | $540.4 萬 | 0.26% | −13−0.2% | 減碼 |
| Fusion Capital, LLC | 8,291 | $539.5 萬 | 3.24% | – | – |
| Simplex Trading, LLC | 8,259 | $537.4 萬 | 0.19% | −25,088−75.2% | 減碼 |
| Vident Investment Advisory, LLC | 8,097 | $526.9 萬 | 0.16% | +1,057+15.0% | 加碼 |
| Financial Counselors Inc | 8,091 | $526.5 萬 | 0.11% | +299+3.8% | 加碼 |
| Duality Advisers, LP | 8,079 | $525.7 萬 | 0.47% | +8,079 | 新進 |
| Ninety One SA (PTY) Ltd | 8,117 | $524.6 萬 | 1.92% | −764−8.6% | 減碼 |
| Alcosta Capital Management, Inc. | 8,041 | $523.2 萬 | 3.22% | +605+8.1% | 加碼 |
| SG Americas Securities, LLC | 8,007 | $521.0 萬 | 0.03% | −88,315−91.7% | 減碼 |
| Cornerstone Advisors, LLC | 8,000 | $520.6 萬 | 0.31% | +4,000+100.0% | 加碼 |
| Level Four Advisory Services, LLC | 7,942 | $516.8 萬 | 0.36% | −78−1.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,854 | $511.1 萬 | 0.30% | +500+6.8% | 加碼 |
| Twin Capital Management Inc | 7,824 | $509.1 萬 | 0.47% | −588−7.0% | 減碼 |
| Impax Asset Management Group plc | 7,820 | $508.8 萬 | 0.02% | 00.0% | 不變 |
| Heron Bay Capital Management | 7,748 | $504.2 萬 | 2.79% | −511−6.2% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 7,608 | $495.1 萬 | 0.11% | +96+1.3% | 加碼 |
| Whittier Trust Co | 7,599 | $494.5 萬 | 0.09% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 7,593 | $494.1 萬 | 0.87% | −4−0.1% | 減碼 |
| AE Wealth Management LLC | 7,555 | $491.6 萬 | 0.04% | +3,967+110.6% | 加碼 |
| Usca Ria LLC | 7,454 | $485.0 萬 | 0.29% | +33+0.4% | 加碼 |
| Mathes Company, Inc. | 7,314 | $475.9 萬 | 1.71% | −24−0.3% | 減碼 |
| Gotham Asset Management, LLC | 7,165 | $466.2 萬 | 0.20% | +3,569+99.2% | 加碼 |
| Roanoke Asset Management Corp | 7,125 | $463.6 萬 | 1.61% | +855+13.6% | 加碼 |
| Paloma Partners Management Co | 6,965 | $453.3 萬 | 0.12% | +3,375+94.0% | 加碼 |
| Paradiem, LLC | 7,769 | $450.9 萬 | 1.40% | −22−0.3% | 減碼 |
| South Dakota Investment Council | 6,877 | $447.5 萬 | 0.08% | −100−1.4% | 減碼 |
| New Potomac Partners, LLC | 6,772 | $440.7 萬 | 3.00% | −12−0.2% | 減碼 |
| Commerce Bank | 6,730 | $437.9 萬 | 0.03% | −15−0.2% | 減碼 |
| Pensionfund DSM Netherlands | 6,700 | $436.0 萬 | 0.56% | −1,800−21.2% | 減碼 |
| Cutler Group LP | 6,690 | $435.3 萬 | 0.32% | +6,203+1,273.7% | 加碼 |
| Strategic Financial Services, Inc, | 6,664 | $433.6 萬 | 0.34% | −546−7.6% | 減碼 |
| Charter Trust Co | 6,661 | $433.4 萬 | 0.40% | −558−7.7% | 減碼 |
| Insight Wealth Strategies, LLC | 6,641 | $432.1 萬 | 0.61% | −1,334−16.7% | 減碼 |
| MML Investors Services, LLC | 6,608 | $430.0 萬 | 0.04% | +892+15.6% | 加碼 |
| Cypress Capital Group | 6,603 | $429.7 萬 | 0.58% | +348+5.6% | 加碼 |
| Tudor Investment Corp Et Al | 6,602 | $429.6 萬 | 0.09% | −7,402−52.9% | 減碼 |
| KWMG, LLC | 7,054 | $427.5 萬 | 0.64% | +85+1.2% | 加碼 |
| Cresset Asset Management, LLC | 6,555 | $427.4 萬 | 0.06% | −492−7.0% | 減碼 |
| V Wealth Advisors LLC | 6,545 | $426.4 萬 | 0.68% | −76−1.1% | 減碼 |
| Assetmark, Inc | 6,491 | $422.4 萬 | 0.02% | −114,685−94.6% | 減碼 |
| Naples Global Advisors, LLC | 6,482 | $421.8 萬 | 0.59% | −35−0.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,476 | $421.4 萬 | 0.07% | −20.0% | 減碼 |
| American Trust Investment Advisors, LLC | 6,456 | $420.1 萬 | 2.26% | −315−4.7% | 減碼 |
| Regentatlantic Capital LLC | 6,420 | $417.8 萬 | 0.13% | +1,132+21.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,250 | $406.7 萬 | 0.13% | +300+5.0% | 加碼 |
| Martingale Asset Management L P | 6,206 | $403.9 萬 | 0.05% | −5,166−45.4% | 減碼 |
| Bristlecone Advisors, LLC | 6,136 | $399.3 萬 | 0.54% | −8−0.1% | 減碼 |
| Kestra Advisory Services, LLC | 6,100 | $396.9 萬 | 0.05% | +190+3.2% | 加碼 |
| Crown Advisors Management, Inc. | 6,000 | $390.4 萬 | 2.79% | 00.0% | 不變 |
| Morse Asset Management, Inc | 5,922 | $385.3 萬 | 0.93% | +207+3.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,903 | $384.1 萬 | 0.10% | −14,225−70.7% | 減碼 |
| Laffer Tengler Investments | 5,896 | $383.7 萬 | 1.44% | +1,781+43.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,873 | $382.1 萬 | 0.08% | −20,664−77.9% | 減碼 |
| Arabesque Asset Management Ltd | 5,850 | $380.7 萬 | 1.62% | +5,850 | 新進 |
| Veritable, L.P. | 5,771 | $375.5 萬 | 0.06% | −47−0.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,758 | $374.7 萬 | 0.60% | +193+3.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 5,705 | $371.2 萬 | 0.07% | −30−0.5% | 減碼 |
| Probity Advisors, Inc. | 5,690 | $370.3 萬 | 0.78% | +76+1.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,685 | $369.9 萬 | 0.55% | −125−2.2% | 減碼 |