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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 5,635 | $366.7 萬 | 0.31% | +2,387+73.5% | 加碼 |
| United Fire Group Inc | 5,625 | $366.0 萬 | 1.86% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 5,619 | $365.6 萬 | 0.04% | −910−13.9% | 減碼 |
| Monetary Management Group Inc | 5,618 | $365.6 萬 | 1.10% | +300+5.6% | 加碼 |
| GAM Holding AG | 5,571 | $362.5 萬 | 0.16% | −52−0.9% | 減碼 |
| Malaga Cove Capital, LLC | 5,547 | $360.9 萬 | 1.55% | +96+1.8% | 加碼 |
| Intrust Bank NA | 5,507 | $358.3 萬 | 0.48% | −191−3.4% | 減碼 |
| Pensionfund Sabic | 5,500 | $357.9 萬 | 0.76% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 5,366 | $349.2 萬 | 0.27% | +3,650+212.7% | 加碼 |
| Symmetry Partners, LLC | 5,313 | $345.7 萬 | 0.23% | 00.0% | 不變 |
| MD Financial Management Inc. | 5,254 | $341.9 萬 | 0.10% | −1,184−18.4% | 減碼 |
| Regions Financial Corp | 5,231 | $340.4 萬 | 0.03% | −388−6.9% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,186 | $337.5 萬 | 0.03% | +301+6.2% | 加碼 |
| Distillate Capital Partners LLC | 5,161 | $335.8 萬 | 0.93% | −411−7.4% | 減碼 |
| Groesbeck Investment Management Corp | 5,114 | $332.8 萬 | 4.24% | +297+6.2% | 加碼 |
| Private Trust Co NA | 5,045 | $328.3 萬 | 0.50% | −5−0.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,996 | $325.0 萬 | 0.12% | +16+0.3% | 加碼 |
| 44 Wealth Management LLC | 4,988 | $324.6 萬 | 1.25% | −256−4.9% | 減碼 |
| Advisor Partners LLC | 4,905 | $319.2 萬 | 0.21% | +53+1.1% | 加碼 |
| Summit Street Capital Management, LLC | 4,903 | $319.0 萬 | 2.04% | 00.0% | 不變 |
| Darwin Advisors, LLC | 4,860 | $316.3 萬 | 0.51% | −1,547−24.1% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,837 | $314.7 萬 | 0.72% | +25+0.5% | 加碼 |
| DuPont Capital Management Corp | 4,831 | $314.4 萬 | 0.07% | −122−2.5% | 減碼 |
| Cetera Advisor Networks LLC | 4,783 | $311.2 萬 | 0.04% | +2,223+86.8% | 加碼 |
| F/M Investments LLC | 4,742 | $308.6 萬 | 2.44% | +52+1.1% | 加碼 |
| Oliver Luxxe Assets LLC | 4,724 | $307.4 萬 | 0.84% | −130−2.7% | 減碼 |
| BancorpSouth Bank | 4,640 | $301.9 萬 | 0.44% | +105+2.3% | 加碼 |
| Hexavest Inc. | 4,613 | $300.2 萬 | 0.15% | +428+10.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,597 | $299.1 萬 | 0.98% | −232−4.8% | 減碼 |
| Matisse Capital | 4,580 | $298.0 萬 | 0.94% | +550+13.6% | 加碼 |
| Orser Capital Management, LLC | 4,563 | $296.9 萬 | 1.56% | −120−2.6% | 減碼 |
| Waratah Capital Advisors Ltd. | 4,530 | $294.8 萬 | 0.17% | +4,530 | 新進 |
| Terra Nova Asset Management LLC | 4,507 | $293.3 萬 | 2.52% | +41+0.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,499 | $292.8 萬 | 0.07% | −179−3.8% | 減碼 |
| Quantbot Technologies LP | 4,498 | $292.6 萬 | 0.23% | +4,498 | 新進 |
| Cigna Investments Inc | 4,485 | $291.9 萬 | 0.21% | −730−14.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,457 | $290.0 萬 | 0.14% | −231−4.9% | 減碼 |
| Columbia Trust Co 01012016 | 4,396 | $286.0 萬 | 1.63% | −215−4.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,371 | $284.4 萬 | 0.27% | −2,515−36.5% | 減碼 |
| KCM Investment Advisors LLC | 4,356 | $283.4 萬 | 0.11% | +1,427+48.7% | 加碼 |
| Kinneret Advisory, LLC | 4,250 | $277.1 萬 | 0.33% | 00.0% | 不變 |
| Birinyi Associates Inc | 4,250 | $276.5 萬 | 0.96% | +3,300+347.4% | 加碼 |
| Beaumont Financial Partners, LLC | 4,227 | $275.1 萬 | 0.21% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 4,200 | $273.3 萬 | 0.03% | 00.0% | 不變 |
| Ethic Inc. | 4,158 | $270.5 萬 | 0.33% | +1,492+56.0% | 加碼 |
| Wright Investors Service Inc | 4,155 | $270.4 萬 | 0.73% | +1,499+56.4% | 加碼 |
| FORA Capital, LLC | 4,135 | $269.1 萬 | 0.50% | +4,135 | 新進 |
| Sigma Planning Corp | 4,088 | $266.0 萬 | 0.08% | +1,948+91.0% | 加碼 |
| Harvest Volatility Management LLC | 4,085 | $265.8 萬 | 0.21% | +987+31.9% | 加碼 |
| Advisors Capital Management, LLC | 4,083 | $265.7 萬 | 0.08% | +242+6.3% | 加碼 |
| Codex Capital, L.L.C. | 4,080 | $265.2 萬 | 1.39% | +4,080 | 新進 |
| Azzad Asset Management Inc | 4,055 | $263.9 萬 | 0.39% | −1,218−23.1% | 減碼 |
| JustInvest LLC | 4,054 | $263.8 萬 | 0.28% | +810+25.0% | 加碼 |
| Redpoint Investment Management Pty Ltd | 4,031 | $262.3 萬 | 0.21% | −128−3.1% | 減碼 |
| IBM Retirement Fund | 4,016 | $261.3 萬 | 0.20% | −839−17.3% | 減碼 |
| E&G Advisors, LP | 0 | $261.0 萬 | 0.71% | −3,901−100.0% | 減碼 |
| Raymond James Trust N.A. | 4,005 | $260.6 萬 | 0.09% | +41+1.0% | 加碼 |
| Kempen Capital Management N.V. | 3,998 | $260.1 萬 | 0.09% | +315+8.6% | 加碼 |
| Keybank National Association | 3,988 | $259.5 萬 | 0.01% | −505−11.2% | 減碼 |
| Jane Street Group, LLC | 3,891 | $253.2 萬 | 0.01% | −9,939−71.9% | 減碼 |
| Sycomore Asset Management | 3,978 | $250.8 萬 | 0.35% | 00.0% | 不變 |
| Nomura Holdings Inc | 3,841 | $249.8 萬 | 0.02% | +623+19.4% | 加碼 |
| Bluefin Capital Management, LLC | 3,796 | $247.0 萬 | 0.17% | +2,120+126.5% | 加碼 |
| Hoylecohen, LLC | 3,774 | $245.6 萬 | 0.23% | +65+1.8% | 加碼 |
| King Luther Capital Management Corp | 3,730 | $242.7 萬 | 0.01% | +504+15.6% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,712 | $241.5 萬 | 0.26% | −105−2.8% | 減碼 |
| Rodgers Brothers Inc. | 3,700 | $240.8 萬 | 0.46% | −100−2.6% | 減碼 |
| Everence Capital Management Inc | 3,673 | $239.0 萬 | 0.20% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 3,621 | $235.6 萬 | 1.97% | +1,902+110.6% | 加碼 |
| Brown Advisory Inc | 3,602 | $234.4 萬 | 0.00% | +128+3.7% | 加碼 |
| American Portfolios Advisors | 3,570 | $232.3 萬 | 0.09% | +174+5.1% | 加碼 |
| Midwest Professional Planners, LTD. | 3,534 | $229.9 萬 | 1.20% | −21,520−85.9% | 減碼 |
| Nikulski Financial, Inc. | 3,592 | $228.9 萬 | 1.07% | −140−3.8% | 減碼 |
| Mission Wealth Management, LP | 3,504 | $228.0 萬 | 0.12% | +2,775+380.7% | 加碼 |
| Ashfield Capital Partners, LLC | 3,500 | $227.7 萬 | 0.16% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 3,490 | $227.1 萬 | 0.17% | −29−0.8% | 減碼 |
| Mitchell Capital Management Co | 3,479 | $226.4 萬 | 0.50% | +285+8.9% | 加碼 |
| Synovus Financial Corp | 3,412 | $222.2 萬 | 0.02% | +321+10.4% | 加碼 |
| Exchange Traded Concepts, LLC | 3,411 | $222.0 萬 | 0.07% | +1,031+43.3% | 加碼 |
| Connable Office Inc | 3,410 | $221.9 萬 | 0.31% | +16+0.5% | 加碼 |
| Montag A & Associates Inc | 3,408 | $221.8 萬 | 0.12% | +279+8.9% | 加碼 |
| Bard Financial Services, Inc. | 3,400 | $221.2 萬 | 0.20% | −25−0.7% | 減碼 |
| Pittenger & Anderson Inc | 3,397 | $221.0 萬 | 0.11% | +90+2.7% | 加碼 |
| Motley Fool Asset Management LLC | 3,391 | $220.7 萬 | 0.15% | +3,391 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 3,386 | $220.3 萬 | 0.21% | +15+0.4% | 加碼 |
| Blackhawk Capital Partners LLC. | 3,666 | $218.2 萬 | 1.48% | +2+0.1% | 加碼 |
| Stoneridge Investment Partners LLC | 3,354 | $218.2 萬 | 1.06% | +474+16.5% | 加碼 |
| World Asset Management Inc | 3,321 | $216.1 萬 | 0.20% | −222−6.3% | 減碼 |
| Scott & Selber, Inc. | 3,310 | $215.4 萬 | 0.83% | −11−0.3% | 減碼 |
| Capital Financial Services, LLC | 3,274 | $213.0 萬 | 2.70% | −16−0.5% | 減碼 |
| Avitas Wealth Management LLC | 3,269 | $212.7 萬 | 0.38% | +108+3.4% | 加碼 |
| Pathstone Family Office, LLC | 3,250 | $211.7 萬 | 0.06% | −621−16.0% | 減碼 |
| Belpointe Asset Management LLC | 3,212 | $209.1 萬 | 0.15% | +1,912+147.1% | 加碼 |
| Rothschild Investment Corp | 3,193 | $207.8 萬 | 0.17% | +120+3.9% | 加碼 |
| Central Trust Co | 3,168 | $206.1 萬 | 0.07% | −86−2.6% | 減碼 |
| Patton Fund Management, Inc. | 3,141 | $204.4 萬 | 1.08% | +1,069+51.6% | 加碼 |
| First Business Financial Services, Inc. | 3,128 | $203.5 萬 | 0.24% | +321+11.4% | 加碼 |
| Kingsview Wealth Management, LLC | 3,198 | $202.4 萬 | 0.10% | +14+0.4% | 加碼 |
| Moore Capital Management, LP | 3,100 | $201.7 萬 | 0.04% | −150−4.6% | 減碼 |
| Westhampton Capital, LLC | 3,090 | $201.1 萬 | 1.31% | +21+0.7% | 加碼 |