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 3,142 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 3 季 13F 持有人
Lam Research Corp 在 2021/9/30 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
- 1,301
- 較 2021 年第 2 季 −1 家
- 持有股數
- 1.16 億
- 較 2021 年第 2 季 −65.8 萬 (−0.6%)
- 總市值
- $657.6 億
- 較 2021 年第 2 季 −$98.0 億 (−13.0%)
- 新進機構
- 122
- 另有 510 家加碼
- 清倉機構
- 123
- 另有 463 家減碼
另有 13 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 | 3,142 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,565,114 | $65.8 億 | 0.16% | +32,414+0.3% | 加碼 |
| BlackRock Inc. | 11,313,232 | $64.4 億 | 0.18% | +76,201+0.7% | 加碼 |
| FMR LLC | 6,872,217 | $39.1 億 | 0.31% | −1,005,417−12.8% | 減碼 |
| State Street Corp | 5,854,754 | $33.4 億 | 0.18% | −4,181−0.1% | 減碼 |
| Ameriprise Financial Inc | 5,073,609 | $28.9 億 | 0.92% | +136,817+2.8% | 加碼 |
| JPMorgan Chase & Co | 4,856,561 | $27.6 億 | 0.37% | −1,178,156−19.5% | 減碼 |
| Janus Henderson Group PLC | 3,234,547 | $18.4 億 | 0.81% | −275,611−7.9% | 減碼 |
| Geode Capital Management, LLC | 2,327,529 | $13.2 億 | 0.18% | +29,491+1.3% | 加碼 |
| Massachusetts Financial Services Co | 1,776,661 | $10.1 億 | 0.30% | −81,760−4.4% | 減碼 |
| Fisher Asset Management, LLC | 1,744,303 | $9.93 億 | 0.62% | +677,746+63.5% | 加碼 |
| Northern Trust Corp | 1,696,509 | $9.66 億 | 0.17% | +66,674+4.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,666,465 | $9.48 億 | 0.30% | +152,291+10.1% | 加碼 |
| Bank of New York Mellon Corp | 1,644,385 | $9.36 億 | 0.18% | +21,251+1.3% | 加碼 |
| Norges Bank | 1,507,858 | $8.58 億 | 0.19% | +37,973+2.6% | 加碼 |
| Sands Capital Management, LLC | 1,491,443 | $8.49 億 | 1.42% | +26,683+1.8% | 加碼 |
| Allianz Asset Management GmbH | 1,258,675 | $7.16 億 | 0.59% | −158,132−11.2% | 減碼 |
| Franklin Resources Inc | 1,192,881 | $6.79 億 | 0.26% | +12,308+1.0% | 加碼 |
| Bank of America Corp | 1,137,462 | $6.47 億 | 0.07% | +27,199+2.4% | 加碼 |
| Legal & General Group Plc | 1,084,622 | $6.17 億 | 0.20% | +55,676+5.4% | 加碼 |
| Pictet Asset Management SA | 1,044,551 | $5.95 億 | 0.66% | +1,044,551 | 新進 |
| Morgan Stanley | 1,031,754 | $5.87 億 | 0.08% | +80,320+8.4% | 加碼 |
| Wells Fargo & Company | 1,008,992 | $5.74 億 | 0.13% | −85,465−7.8% | 減碼 |
| Wellington Management Group LLP | 996,659 | $5.67 億 | 0.10% | −6,134−0.6% | 減碼 |
| GQG Partners LLC | 984,159 | $5.60 億 | 1.53% | −526,308−34.8% | 減碼 |
| Vulcan Value Partners, LLC | 896,631 | $5.10 億 | 2.74% | +896,631 | 新進 |
| Goldman Sachs Group Inc | 895,451 | $5.10 億 | 0.13% | +10,847+1.2% | 加碼 |
| Amundi | 849,068 | $4.83 億 | 0.34% | −112,598−11.7% | 減碼 |
| Nordea Investment Management AB | 777,271 | $4.45 億 | 0.58% | −1,571−0.2% | 減碼 |
| Dimensional Fund Advisors LP | 727,339 | $4.14 億 | 0.13% | −53,985−6.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 710,179 | $4.04 億 | 2.01% | +56,125+8.6% | 加碼 |
| Charles Schwab Investment Management Inc | 694,580 | $3.95 億 | 0.13% | +6,820+1.0% | 加碼 |
| Van Eck Associates Corp | 684,065 | $3.89 億 | 0.98% | +245,847+56.1% | 加碼 |
| Invesco Ltd. | 669,210 | $3.81 億 | 0.10% | −359,762−35.0% | 減碼 |
| UBS Asset Management Americas Inc | 636,177 | $3.62 億 | 0.15% | +16,067+2.6% | 加碼 |
| Maj Invest Holding A/S | 616,997 | $3.51 億 | 6.42% | +616,997 | 新進 |
| Capital Research Global Investors | 601,411 | $3.42 億 | 0.08% | −139,391−18.8% | 減碼 |
| Alkeon Capital Management LLC | 571,543 | $3.25 億 | 1.10% | −525−0.1% | 減碼 |
| UBS Group AG | 565,036 | $3.22 億 | 0.13% | +1,661+0.3% | 加碼 |
| Swiss National Bank | 563,932 | $3.21 億 | 0.20% | −18,800−3.2% | 減碼 |
| Parametric Portfolio Associates LLC | 555,021 | $3.16 億 | 0.18% | −36,225−6.1% | 減碼 |
| WCM Investment Management, LLC | 521,021 | $2.97 億 | 0.69% | +521,021 | 新進 |
| First Trust Advisors LP | 520,562 | $2.96 億 | 0.32% | +62,803+13.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 488,960 | $2.78 億 | 0.17% | −1,210−0.2% | 減碼 |
| Canada Pension Plan Investment Board | 483,797 | $2.75 億 | 0.31% | +193,056+66.4% | 加碼 |
| Capital World Investors | 462,424 | $2.63 億 | 0.04% | 00.0% | 不變 |
| Boston Partners | 449,012 | $2.55 億 | 0.32% | −1,288−0.3% | 減碼 |
| Victory Capital Management Inc | 436,541 | $2.48 億 | 0.24% | −28,752−6.2% | 減碼 |
| Fred Alger Management, LLC | 428,226 | $2.44 億 | 0.58% | −98,889−18.8% | 減碼 |
| Deutsche Bank AG | 422,892 | $2.41 億 | 0.11% | +24,670+6.2% | 加碼 |
| Citigroup Inc | 418,536 | $2.38 億 | 0.24% | +88,308+26.7% | 加碼 |
| Coatue Management LLC大師Coatue | 407,871 | $2.32 億 | 0.94% | −171,548−29.6% | 減碼 |
| Susquehanna International Group, LLP | 391,793 | $2.23 億 | 0.29% | +125,246+47.0% | 加碼 |
| Two Sigma Investments, LP | 385,114 | $2.19 億 | 0.59% | +319,288+485.0% | 加碼 |
| Barclays PLC | 384,310 | $2.19 億 | 0.16% | −32,851−7.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 371,347 | $2.11 億 | 0.20% | −15,823−4.1% | 減碼 |
| Price T Rowe Associates Inc | 361,254 | $2.06 億 | 0.02% | −302,390−45.6% | 減碼 |
| Credit Suisse AG | 359,290 | $2.04 億 | 0.17% | +93,773+35.3% | 加碼 |
| Royal Bank of Canada | 351,884 | $2.00 億 | 0.06% | −18,940−5.1% | 減碼 |
| Lord, Abbett & Co. LLC | 327,216 | $1.86 億 | 0.45% | −163,114−33.3% | 減碼 |
| California Public Employees Retirement System | 319,766 | $1.82 億 | 0.14% | −2,284−0.7% | 減碼 |
| Capital International Investors | 316,215 | $1.80 億 | 0.04% | −1,548−0.5% | 減碼 |
| AQR Capital Management LLC | 305,794 | $1.74 億 | 0.32% | +82,082+36.7% | 加碼 |
| Millennium Management LLC | 295,020 | $1.68 億 | 0.22% | +178,889+154.0% | 加碼 |
| Bank of Montreal | 291,145 | $1.66 億 | 0.08% | −1,280−0.4% | 減碼 |
| Oaktop Capital Management II, L.P. | 285,246 | $1.62 億 | 22.49% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 270,922 | $1.54 億 | 1.70% | +98,641+57.3% | 加碼 |
| Prudential Financial Inc | 253,861 | $1.52 億 | 0.21% | −130,185−33.9% | 減碼 |
| Alliancebernstein L.P. | 266,019 | $1.51 億 | 0.06% | +19,581+7.9% | 加碼 |
| HSBC Holdings PLC | 262,959 | $1.50 億 | 0.17% | +7,060+2.8% | 加碼 |
| Aspex Management (HK) Ltd | 262,907 | $1.50 億 | 4.98% | 00.0% | 不變 |
| New York State Common Retirement Fund | 262,088 | $1.49 億 | 0.16% | −7,708−2.9% | 減碼 |
| California State Teachers Retirement System | 248,544 | $1.41 億 | 0.18% | −7,130−2.8% | 減碼 |
| Rhumbline Advisers | 243,743 | $1.39 億 | 0.19% | +10,710+4.6% | 加碼 |
| TD Asset Management Inc | 242,010 | $1.38 億 | 0.14% | −2,103−0.9% | 減碼 |
| Swedbank AB | 238,030 | $1.35 億 | 0.25% | +40,487+20.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 232,935 | $1.33 億 | 0.31% | +152,420+189.3% | 加碼 |
| Neuberger Berman Group LLC | 233,739 | $1.32 億 | 0.12% | −239,337−50.6% | 減碼 |
| Principal Financial Group Inc | 230,464 | $1.31 億 | 0.09% | −4,961−2.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 230,070 | $1.31 億 | 0.26% | −38,200−14.2% | 減碼 |
| Ninety One UK Ltd | 229,904 | $1.31 億 | 0.33% | +6,960+3.1% | 加碼 |
| Jennison Associates LLC | 227,791 | $1.30 億 | 0.08% | +27,851+13.9% | 加碼 |
| Pendal Group Limited | 216,338 | $1.23 億 | 1.02% | +27,865+14.8% | 加碼 |
| State of Wisconsin Investment Board | 215,821 | $1.23 億 | 0.25% | +5,260+2.5% | 加碼 |
| Two Sigma Advisers, LP | 211,949 | $1.21 億 | 0.31% | +203,400+2,379.2% | 加碼 |
| National Pension Service | 205,190 | $1.17 億 | 0.22% | +390.0% | 加碼 |
| Eventide Asset Management, LLC | 204,446 | $1.16 億 | 1.54% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 198,033 | $1.13 億 | 0.77% | −35,728−15.3% | 減碼 |
| ProShare Advisors LLC | 193,244 | $1.10 億 | 0.31% | +17,003+9.6% | 加碼 |
| Federated Hermes, Inc. | 192,124 | $1.09 億 | 0.21% | −6,382−3.2% | 減碼 |
| Bessemer Group Inc | 189,522 | $1.08 億 | 0.23% | +680+0.4% | 加碼 |
| Renaissance Technologies LLC | 180,056 | $1.02 億 | 0.13% | +180,056 | 新進 |
| Voloridge Investment Management, LLC | 177,934 | $1.01 億 | 0.65% | +85,387+92.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 177,398 | $1.01 億 | 0.20% | −7,881−4.3% | 減碼 |
| Envestnet Asset Management Inc | 173,813 | $9,893 萬 | 0.05% | +22,238+14.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 171,498 | $9,797 萬 | 0.27% | −17,684−9.3% | 減碼 |
| Epoch Investment Partners, Inc. | 167,876 | $9,555 萬 | 0.53% | −19,188−10.3% | 減碼 |
| New York State Teachers Retirement System | 166,198 | $9,459 萬 | 0.20% | −2,429−1.4% | 減碼 |
| Avalon Investment & Advisory | 162,390 | $9,242 萬 | 2.14% | −2,739−1.7% | 減碼 |
| Captrust Financial Advisors | 155,631 | $8,881 萬 | 0.74% | +6,063+4.1% | 加碼 |
| Capitolis Advisors LLC | 152,658 | $8,682 萬 | 0.79% | +124,515+442.4% | 加碼 |