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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Sassicaia Capital Advisers LLC | 2,000 | $113.8 萬 | 3.22% | +2,000 | 新進 |
| Affinity Investment Advisors, LLC | 2,005 | $114.1 萬 | 0.51% | +5+0.3% | 加碼 |
| Signaturefd, LLC | 2,006 | $114.2 萬 | 0.04% | +98+5.1% | 加碼 |
| Glenview Trust Co | 2,012 | $114.5 萬 | 0.04% | +73+3.8% | 加碼 |
| Knowledge Leaders Capital, LLC | 2,016 | $114.7 萬 | 0.93% | +24+1.2% | 加碼 |
| UBP Investment Advisors SA | 2,014 | $115.0 萬 | 0.45% | −531−20.9% | 減碼 |
| Independent Advisor Alliance | 2,037 | $115.9 萬 | 0.06% | +66+3.3% | 加碼 |
| Eads & Heald Wealth Management | 2,044 | $116.3 萬 | 0.56% | −35−1.7% | 減碼 |
| Davidson Capital Management Inc. | 2,045 | $116.4 萬 | 0.59% | +80+4.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 2,047 | $116.5 萬 | 0.05% | +2,047 | 新進 |
| Ballentine Partners, LLC | 2,052 | $116.8 萬 | 0.04% | −51−2.4% | 減碼 |
| Wakefield Asset Management LLLP | 2,063 | $117.4 萬 | 0.44% | +120+6.2% | 加碼 |
| Haverford Financial Services, Inc. | 2,090 | $119.0 萬 | 0.29% | +800+62.0% | 加碼 |
| Noesis Capital Mangement Corp | 2,092 | $119.1 萬 | 0.23% | −5−0.2% | 減碼 |
| Allstate Corp | 2,099 | $119.5 萬 | 0.05% | −305−12.7% | 減碼 |
| Vestcor Inc | 2,102 | $119.6 萬 | 0.04% | −296−12.3% | 減碼 |
| Leelyn Smith, LLC | 2,120 | $120.7 萬 | 0.35% | −96−4.3% | 減碼 |
| Marshall Financial Group LLC | 2,142 | $121.9 萬 | 0.63% | +135+6.7% | 加碼 |
| LCNB Corp | 2,144 | $122.0 萬 | 0.62% | −34−1.6% | 減碼 |
| Golden State Equity Partners | 2,150 | $122.4 萬 | 0.51% | −5−0.2% | 減碼 |
| HGK Asset Management Inc | 2,157 | $122.8 萬 | 0.40% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,191 | $124.7 萬 | 0.09% | +93+4.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,205 | $125.5 萬 | 0.01% | −13,854−86.3% | 減碼 |
| Johnson Financial Group, Inc. | 2,206 | $125.6 萬 | 0.09% | −112−4.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,211 | $125.8 萬 | 0.23% | +1,783+416.6% | 加碼 |
| Tower Bridge Advisors | 2,214 | $126.0 萬 | 0.08% | +38+1.7% | 加碼 |
| King Wealth | 2,215 | $126.1 萬 | 0.26% | −15−0.7% | 減碼 |
| HRT Financial LP | 2,240 | $127.4 萬 | 0.01% | +2,240 | 新進 |
| Whittier Trust Co of Nevada Inc | 2,259 | $128.6 萬 | 0.05% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,264 | $128.8 萬 | 0.10% | −169−6.9% | 減碼 |
| Kornitzer Capital Management Inc | 2,275 | $129.5 萬 | 0.02% | +475+26.4% | 加碼 |
| Trust Co of Toledo NA | 2,297 | $130.7 萬 | 0.21% | +927+67.7% | 加碼 |
| Valley National Advisers Inc | 2,326 | $132.4 萬 | 0.24% | +346+17.5% | 加碼 |
| Weatherly Asset Management L. P. | 2,344 | $133.4 萬 | 0.16% | +40+1.7% | 加碼 |
| Veriti Management LLC | 2,360 | $134.3 萬 | 0.19% | −194−7.6% | 減碼 |
| PFG Advisors | 2,359 | $134.3 萬 | 0.15% | +52+2.3% | 加碼 |
| Moors & Cabot, Inc. | 2,363 | $134.4 萬 | 0.08% | −65−2.7% | 減碼 |
| Rench Wealth Management, Inc. | 2,406 | $137.0 萬 | 0.68% | +171+7.7% | 加碼 |
| FDx Advisors, Inc. | 2,408 | $137.1 萬 | 0.04% | +61+2.6% | 加碼 |
| Amica Retiree Medical Trust | 2,417 | $137.6 萬 | 1.24% | −545−18.4% | 減碼 |
| Gradient Capital Advisors, LLC | 2,419 | $137.7 萬 | 0.63% | +4+0.2% | 加碼 |
| Prudent Man Advisors, LLC | 2,429 | $138.2 萬 | 0.52% | −36−1.5% | 減碼 |
| Gladstone Institutional Advisory LLC | 2,435 | $138.6 萬 | 0.14% | +1,705+233.6% | 加碼 |
| Gyroscope Capital Management Group, LLC | 2,439 | $138.8 萬 | 0.52% | −11,352−82.3% | 減碼 |
| Capula Management Ltd | 2,448 | $139.3 萬 | 0.11% | +1,088+80.0% | 加碼 |
| Cypress Capital Management LLC | 2,145 | $139.6 萬 | 0.18% | 00.0% | 不變 |
| Davis Selected Advisers | 2,455 | $139.7 萬 | 0.01% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 2,461 | $140.0 萬 | 0.14% | +2+0.1% | 加碼 |
| AIA Group Ltd | 2,459 | $140.0 萬 | 0.08% | +839+51.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,469 | $140.5 萬 | 0.04% | −966−28.1% | 減碼 |
| IndexIQ Advisors LLC | 2,470 | $140.6 萬 | 0.05% | +116+4.9% | 加碼 |
| Needham Investment Management LLC | 2,500 | $142.3 萬 | 0.19% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 2,508 | $142.7 萬 | 0.28% | +241+10.6% | 加碼 |
| Centaurus Financial, Inc. | 2,507 | $142.7 萬 | 0.12% | +478+23.6% | 加碼 |
| Greenleaf Trust | 2,517 | $143.3 萬 | 0.02% | +30+1.2% | 加碼 |
| 180 Wealth Advisors, LLC | 2,541 | $143.5 萬 | 0.32% | +63+2.5% | 加碼 |
| HighPoint Advisor Group LLC | 2,544 | $144.8 萬 | 0.14% | −20−0.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 2,642 | $145.1 萬 | 0.02% | −8,778−76.9% | 減碼 |
| Inverness Counsel LLC | 2,563 | $145.9 萬 | 0.05% | +1,023+66.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 2,568 | $146.2 萬 | 0.17% | −10,716−80.7% | 減碼 |
| Bray Capital Advisors | 2,580 | $146.8 萬 | 0.38% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 2,586 | $147.2 萬 | 0.09% | −134−4.9% | 減碼 |
| Bluefin Capital Management, LLC | 2,596 | $147.8 萬 | 0.17% | −1,200−31.6% | 減碼 |
| OPSEU Pension Plan Trust Fund | 2,622 | $148.0 萬 | 0.37% | +2,622 | 新進 |
| Sentry Investment Management LLC | 2,604 | $148.2 萬 | 0.43% | −287−9.9% | 減碼 |
| Royal Fund Management, LLC | 2,626 | $149.4 萬 | 0.24% | +277+11.8% | 加碼 |
| New England Research & Management, Inc. | 2,625 | $149.4 萬 | 0.78% | +620+30.9% | 加碼 |
| Loomis Sayles & Co L P | 2,628 | $149.6 萬 | 0.00% | −115−4.2% | 減碼 |
| Sciencast Management LP | 2,725 | $151.0 萬 | 0.43% | +2,725 | 新進 |
| Ativo Capital Management LLC | 2,661 | $151.5 萬 | 0.71% | +2,661 | 新進 |
| Traynor Capital Management, Inc. | 2,665 | $151.7 萬 | 0.21% | +1,013+61.3% | 加碼 |
| Fort Sheridan Advisors LLC | 2,677 | $152.4 萬 | 0.50% | +250+10.3% | 加碼 |
| Perigon Wealth Management, LLC | 2,681 | $152.6 萬 | 0.13% | −177−6.2% | 減碼 |
| Cavalier Investments, LLC | 2,697 | $153.5 萬 | 0.48% | +2,697 | 新進 |
| Valeo Financial Advisors, LLC | 2,699 | $153.6 萬 | 0.09% | +2,699 | 新進 |
| Sturgeon Ventures LLP | 2,700 | $153.7 萬 | 0.77% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 2,718 | $154.8 萬 | 0.12% | −99−3.5% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,762 | $157.2 萬 | 0.44% | +14+0.5% | 加碼 |
| Mission Wealth Management, LP | 2,774 | $157.9 萬 | 0.08% | −730−20.8% | 減碼 |
| Corient Capital Partners, LLC | 2,775 | $158.0 萬 | 0.12% | +51+1.9% | 加碼 |
| Oak Associates, Ltd | 2,785 | $158.5 萬 | 0.09% | 00.0% | 不變 |
| MV Capital Management, Inc. | 2,794 | $159.0 萬 | 0.26% | +173+6.6% | 加碼 |
| Capital International Sarl | 2,817 | $160.3 萬 | 0.14% | −8−0.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,821 | $160.6 萬 | 0.28% | −1,550−35.5% | 減碼 |
| Bank of Stockton | 2,827 | $160.9 萬 | 0.49% | −56−1.9% | 減碼 |
| NVWM, LLC | 2,848 | $162.1 萬 | 0.58% | +8+0.3% | 加碼 |
| Resources Management Corp | 2,852 | $162.3 萬 | 0.23% | +34+1.2% | 加碼 |
| E Fund Management Co., Ltd. | 2,873 | $163.9 萬 | 0.07% | +2,873 | 新進 |
| IFP Advisors, Inc | 2,882 | $164.9 萬 | 0.03% | +716+33.1% | 加碼 |
| Caas Capital Management LP | 2,900 | $165.1 萬 | 0.12% | +1,952+205.9% | 加碼 |
| Synovus Financial Corp | 2,931 | $167.2 萬 | 0.02% | −481−14.1% | 減碼 |
| Atlas Capital Advisors LLC | 2,946 | $167.7 萬 | 0.27% | +17+0.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,950 | $167.9 萬 | 0.23% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 2,983 | $169.8 萬 | 0.39% | −8−0.3% | 減碼 |
| Pearl River Capital, LLC | 2,987 | $170.0 萬 | 0.46% | +992+49.7% | 加碼 |
| CenterStar Asset Management, LLC | – | $170.3 萬 | 1.33% | – | 新進 |
| Brinker Capital Investments, LLC | 2,617 | $170.4 萬 | 0.03% | 00.0% | 不變 |
| XR Securities LLC | 3,030 | $172.5 萬 | 1.58% | +1,018+50.6% | 加碼 |
| Eqis Capital Management, Inc. | 3,033 | $172.6 萬 | 0.13% | −457−13.1% | 減碼 |
| World Asset Management Inc | 3,037 | $172.9 萬 | 0.17% | −284−8.6% | 減碼 |