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 |
|---|---|---|---|---|---|
| Green Alpha Advisors, LLC | 3,089 | $201.0 萬 | 1.37% | −346−10.1% | 減碼 |
| Cetera Advisors LLC | 3,071 | $199.9 萬 | 0.05% | +243+8.6% | 加碼 |
| Capital Advisors Inc | 3,048 | $198.4 萬 | 0.06% | +61+2.0% | 加碼 |
| Blair William & Co | 3,039 | $197.8 萬 | 0.01% | −3,315−52.2% | 減碼 |
| Marietta Investment Partners LLC | 2,991 | $194.6 萬 | 0.44% | −96−3.1% | 減碼 |
| Amica Retiree Medical Trust | 2,962 | $192.7 萬 | 1.22% | −458−13.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,950 | $192.0 萬 | 0.25% | 00.0% | 不變 |
| Penserra Capital Management LLC | 2,949 | $191.8 萬 | 0.03% | +409+16.1% | 加碼 |
| Parsec Financial Management, Inc. | 2,948 | $191.8 萬 | 0.09% | +2,948 | 新進 |
| Fulcrum Asset Management LLP | – | $190.6 萬 | 0.80% | – | 新進 |
| Atlas Capital Advisors LLC | 2,929 | $190.6 萬 | 0.32% | +3+0.1% | 加碼 |
| Altfest L J & Co Inc | 2,923 | $190.2 萬 | 0.41% | +366+14.3% | 加碼 |
| Credential Qtrade Securities Inc. | 2,909 | $189.3 萬 | 0.15% | +98+3.5% | 加碼 |
| SRN Advisors, LLC | 2,905 | $189.0 萬 | 0.64% | −174−5.7% | 減碼 |
| Sentry Investment Management LLC | 2,891 | $188.1 萬 | 0.48% | +1,403+94.3% | 加碼 |
| Bank of Stockton | 2,883 | $187.6 萬 | 0.57% | +21+0.7% | 加碼 |
| Perigon Wealth Management, LLC | 2,858 | $186.0 萬 | 0.17% | +608+27.0% | 加碼 |
| Natixis | 2,840 | $184.8 萬 | 0.01% | −30,131−91.4% | 減碼 |
| NVWM, LLC | 2,840 | $184.6 萬 | 0.66% | +12+0.4% | 加碼 |
| Capital International Sarl | 2,825 | $183.8 萬 | 0.16% | −148−5.0% | 減碼 |
| Resources Management Corp | 2,818 | $183.4 萬 | 0.26% | +17+0.6% | 加碼 |
| NEXT Financial Group, Inc | 2,817 | $183.3 萬 | 0.15% | −127−4.3% | 減碼 |
| Donoghue Forlines LLC | 2,797 | $182.0 萬 | 0.34% | −349−11.1% | 減碼 |
| Oak Associates, Ltd | 2,785 | $181.2 萬 | 0.10% | −1,500−35.0% | 減碼 |
| Comerica Securities,inc. | 2,751 | $179.3 萬 | 0.14% | −2,298−45.5% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,748 | $178.8 萬 | 0.50% | +37+1.4% | 加碼 |
| Loomis Sayles & Co L P | 2,743 | $178.5 萬 | 0.00% | +50+1.9% | 加碼 |
| Corient Capital Partners, LLC | 2,724 | $177.3 萬 | 0.13% | +179+7.0% | 加碼 |
| Wetherby Asset Management Inc | 2,720 | $177.0 萬 | 0.11% | +202+8.0% | 加碼 |
| LMR Partners LLP | 2,716 | $176.7 萬 | 0.03% | −33,403−92.5% | 減碼 |
| Sturgeon Ventures LLP | 2,700 | $175.7 萬 | 0.87% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,686 | $174.8 萬 | 0.04% | +719+36.6% | 加碼 |
| Cornerstone Investment Partners, LLC | 2,671 | $173.8 萬 | 0.09% | −488−15.4% | 減碼 |
| Leavell Investment Management, Inc. | 2,875 | $171.5 萬 | 0.14% | 00.0% | 不變 |
| MV Capital Management, Inc. | 2,621 | $170.5 萬 | 0.29% | +2,614+37,342.9% | 加碼 |
| Brinker Capital Investments, LLC | 2,617 | $170.4 萬 | 0.02% | −419−13.8% | 減碼 |
| Bray Capital Advisors | 2,580 | $167.9 萬 | 0.43% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,564 | $166.9 萬 | 0.17% | −46−1.8% | 減碼 |
| Carderock Capital Management Inc | 2,565 | $166.9 萬 | 0.46% | +2,565 | 新進 |
| Veriti Management LLC | 2,554 | $166.2 萬 | 0.25% | +1,022+66.7% | 加碼 |
| UBP Investment Advisors SA | 2,545 | $166.0 萬 | 0.61% | +833+48.7% | 加碼 |
| Leverage Partners Absolute Return Fund SPC | 2,540 | $165.3 萬 | 1.14% | −2,560−50.2% | 減碼 |
| Triasima Portfolio Management inc. | 2,530 | $164.6 萬 | 0.08% | −75−2.9% | 減碼 |
| Tuttle Tactical Management | 2,521 | $164.0 萬 | 0.73% | +2,521 | 新進 |
| Needham Investment Management LLC | 2,500 | $162.7 萬 | 0.24% | 00.0% | 不變 |
| Greenleaf Trust | 2,487 | $161.8 萬 | 0.02% | +113+4.8% | 加碼 |
| Intellectus Partners, LLC | 6,085 | $161.4 萬 | 0.36% | +6,085 | 新進 |
| Castellan Group, LLC | 2,470 | $160.7 萬 | 0.67% | +2,470 | 新進 |
| Prudent Man Advisors, LLC | 2,465 | $160.4 萬 | 0.62% | −798−24.5% | 減碼 |
| Regal Investment Advisors LLC | 2,459 | $160.0 萬 | 0.16% | +2,459 | 新進 |
| Davis Selected Advisers | 2,455 | $159.7 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,433 | $158.3 萬 | 0.10% | −85−3.4% | 減碼 |
| Venturi Wealth Management, LLC | 2,428 | $158.0 萬 | 0.14% | −144−5.6% | 減碼 |
| Moors & Cabot, Inc. | 2,428 | $158.0 萬 | 0.11% | −6−0.2% | 減碼 |
| Fort Sheridan Advisors LLC | 2,427 | $157.9 萬 | 0.53% | +704+40.9% | 加碼 |
| Gradient Capital Advisors, LLC | 2,415 | $157.1 萬 | 0.74% | +14+0.6% | 加碼 |
| Allstate Corp | 2,404 | $156.4 萬 | 0.05% | −146−5.7% | 減碼 |
| Advent Capital Management | 2,399 | $156.1 萬 | 0.03% | −2,601−52.0% | 減碼 |
| Vestcor Inc | 2,398 | $156.0 萬 | 0.05% | −264−9.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 2,358 | $153.4 萬 | 0.34% | +2,358 | 新進 |
| Ieq Capital, LLC | 2,356 | $153.3 萬 | 0.05% | +942+66.6% | 加碼 |
| IndexIQ Advisors LLC | 2,354 | $153.2 萬 | 0.05% | +155+7.0% | 加碼 |
| 180 Wealth Advisors, LLC | 2,478 | $153.0 萬 | 0.35% | +16+0.6% | 加碼 |
| Royal Fund Management, LLC | 2,349 | $152.8 萬 | 0.25% | +216+10.1% | 加碼 |
| FDx Advisors, Inc. | 2,347 | $152.7 萬 | 0.05% | −480−17.0% | 減碼 |
| Johnson Financial Group, Inc. | 2,318 | $150.8 萬 | 0.10% | −1,652−41.6% | 減碼 |
| PFG Advisors | 2,307 | $150.1 萬 | 0.17% | +110+5.0% | 加碼 |
| Weatherly Asset Management L. P. | 2,304 | $149.9 萬 | 0.19% | −27−1.2% | 減碼 |
| Hancock Whitney Corp | 2,297 | $149.5 萬 | 0.05% | −729−24.1% | 減碼 |
| First Midwest Bank Trust Division | 2,270 | $147.7 萬 | 0.20% | −5−0.2% | 減碼 |
| Exchange Capital Management, Inc. | 2,267 | $147.5 萬 | 0.28% | −22−1.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,259 | $146.9 萬 | 0.06% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,255 | $146.7 萬 | 0.05% | +1,660+279.0% | 加碼 |
| Brooktree Capital Management | 2,252 | $146.5 萬 | 0.94% | 00.0% | 不變 |
| Bel Air Investment Advisors LLC | 2,245 | $146.1 萬 | 0.04% | −515−18.7% | 減碼 |
| Rench Wealth Management, Inc. | 2,235 | $145.4 萬 | 0.73% | +206+10.2% | 加碼 |
| King Wealth | 2,230 | $145.1 萬 | 0.30% | +15+0.7% | 加碼 |
| Leelyn Smith, LLC | 2,216 | $144.2 萬 | 0.42% | −769−25.8% | 減碼 |
| Toroso Investments, LLC | 2,188 | $142.4 萬 | 0.06% | +1,049+92.1% | 加碼 |
| IFP Advisors, Inc | 2,166 | $141.9 萬 | 0.03% | +135+6.6% | 加碼 |
| LCNB Corp | 2,178 | $141.7 萬 | 0.71% | −120−5.2% | 減碼 |
| Tower Bridge Advisors | 2,176 | $141.6 萬 | 0.09% | +291+15.4% | 加碼 |
| Marshall Wace, LLP | 2,162 | $140.6 萬 | 0.01% | −6,151−74.0% | 減碼 |
| HGK Asset Management Inc | 2,157 | $140.4 萬 | 0.45% | 00.0% | 不變 |
| Golden State Equity Partners | 2,155 | $140.2 萬 | 0.54% | −840−28.0% | 減碼 |
| Cypress Capital Management LLC | 2,145 | $139.6 萬 | 0.18% | −570−21.0% | 減碼 |
| Ballentine Partners, LLC | 2,103 | $136.8 萬 | 0.05% | +187+9.8% | 加碼 |
| Ritholtz Wealth Management | 2,098 | $136.5 萬 | 0.10% | +324+18.3% | 加碼 |
| Eads & Heald Wealth Management | 2,079 | $135.3 萬 | 0.66% | +209+11.2% | 加碼 |
| Personal Capital Advisors Corp | 2,053 | $133.6 萬 | 0.01% | −51−2.4% | 減碼 |
| Murphy Capital Management Inc | 2,040 | $132.7 萬 | 0.15% | +15+0.7% | 加碼 |
| Centaurus Financial, Inc. | 2,029 | $132.0 萬 | 0.11% | −219−9.7% | 減碼 |
| XR Securities LLC | 2,012 | $130.9 萬 | 1.09% | +43+2.2% | 加碼 |
| Redwood Investment Management, LLC | 2,011 | $130.9 萬 | 0.21% | +562+38.8% | 加碼 |
| McDaniel Terry & Co | 2,008 | $130.7 萬 | 0.15% | −24−1.2% | 減碼 |
| Marshall Financial Group LLC | 2,007 | $130.6 萬 | 0.71% | −1,132−36.1% | 減碼 |
| New England Research & Management, Inc. | 2,005 | $130.5 萬 | 0.67% | +655+48.5% | 加碼 |
| First Foundation Advisors | 2,001 | $130.2 萬 | 0.05% | +397+24.8% | 加碼 |
| Affinity Investment Advisors, LLC | 2,000 | $130.1 萬 | 0.59% | −880−30.6% | 減碼 |
| Alta Wealth Advisors LLC | 2,000 | $130.1 萬 | 0.95% | +50+2.6% | 加碼 |