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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 43,961 | $2,501 萬 | 0.22% | −112,060−71.8% | 減碼 |
| AMP Capital Investors Ltd | 43,718 | $2,488 萬 | 0.14% | −5,766−11.7% | 減碼 |
| Aviva PLC | 43,590 | $2,481 萬 | 0.11% | −5,214−10.7% | 減碼 |
| Glenmede Trust Co NA | 43,529 | $2,477 萬 | 0.13% | −22,486−34.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 43,335 | $2,466 萬 | 0.23% | +32,200+289.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 43,080 | $2,452 萬 | 0.05% | +986+2.3% | 加碼 |
| Advisor Group Holdings, Inc. | 42,651 | $2,429 萬 | 0.05% | +4,965+13.2% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 42,600 | $2,425 萬 | 0.96% | 00.0% | 不變 |
| Capco Asset Management, LLC | 42,009 | $2,391 萬 | 7.01% | +541+1.3% | 加碼 |
| Westpac Banking Corp | 40,315 | $2,295 萬 | 0.25% | −1,481−3.5% | 減碼 |
| Arizona State Retirement System | 39,771 | $2,264 萬 | 0.18% | −268−0.7% | 減碼 |
| Guinness Asset Management LTD | 39,564 | $2,252 萬 | 1.07% | +3,894+10.9% | 加碼 |
| Neville Rodie & Shaw Inc | 38,878 | $2,213 萬 | 1.72% | −557−1.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 38,748 | $2,205 萬 | 0.12% | −526−1.3% | 減碼 |
| TCW Group Inc | 38,537 | $2,193 萬 | 0.19% | −15,933−29.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 38,450 | $2,188 萬 | 0.25% | +38,450 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,658 | $2,147 萬 | 0.34% | +56+0.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,537 | $2,136 萬 | 0.20% | −1,300−3.3% | 減碼 |
| Group One Trading, L.P. | 37,445 | $2,131 萬 | 0.46% | +21,316+132.2% | 加碼 |
| Colony Group LLC | 37,382 | $2,128 萬 | 0.41% | +855+2.3% | 加碼 |
| Handelsbanken Fonder AB | 37,370 | $2,127 萬 | 0.11% | −161−0.4% | 減碼 |
| McGuire Investment Group, LLC | 37,336 | $2,125 萬 | 4.00% | −1,734−4.4% | 減碼 |
| Natixis Advisors, L.P. | 37,151 | $2,114 萬 | 0.09% | +6,183+20.0% | 加碼 |
| State of Michigan Retirement System | 36,985 | $2,105 萬 | 0.12% | −100−0.3% | 減碼 |
| HighTower Advisors, LLC | 36,840 | $2,101 萬 | 0.06% | +5,606+17.9% | 加碼 |
| Lazard Asset Management LLC | 36,894 | $2,100 萬 | 0.02% | −48,950−57.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 36,688 | $2,088 萬 | 0.05% | −529−1.4% | 減碼 |
| Guardian Capital LP | 36,646 | $2,086 萬 | 0.43% | −202−0.5% | 減碼 |
| Alberta Investment Management Corp | 36,331 | $2,068 萬 | 0.18% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 35,926 | $2,045 萬 | 1.60% | −442−1.2% | 減碼 |
| Twin Tree Management, LP | 35,879 | $2,042 萬 | 0.61% | +5,665+18.7% | 加碼 |
| Foundry Partners, LLC | 35,805 | $2,038 萬 | 0.73% | −475−1.3% | 減碼 |
| Forsta Ap-Fonden | 35,000 | $1,992 萬 | 0.23% | +900+2.6% | 加碼 |
| Lido Advisors, LLC | 34,777 | $1,979 萬 | 0.44% | +1,606+4.8% | 加碼 |
| National Asset Management, Inc. | 34,623 | $1,971 萬 | 0.63% | +2,013+6.2% | 加碼 |
| Baird Financial Group, Inc. | 34,542 | $1,966 萬 | 0.05% | +3,157+10.1% | 加碼 |
| Nomura Holdings Inc | 33,429 | $1,903 萬 | 0.14% | +29,588+770.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 33,391 | $1,900 萬 | 0.13% | −65,721−66.3% | 減碼 |
| Reilly Financial Advisors, LLC | 33,380 | $1,900 萬 | 1.63% | +714+2.2% | 加碼 |
| Amalgamated Bank | 32,885 | $1,872 萬 | 0.16% | −1,481−4.3% | 減碼 |
| Mercer Global Advisors Inc | 32,747 | $1,864 萬 | 0.13% | +4,429+15.6% | 加碼 |
| Panagora Asset Management Inc | 32,289 | $1,838 萬 | 0.10% | +16,041+98.7% | 加碼 |
| Todd Asset Management LLC | 32,289 | $1,838 萬 | 0.42% | +32,289 | 新進 |
| Leuthold Group, LLC | 32,219 | $1,834 萬 | 2.25% | +90+0.3% | 加碼 |
| MetLife Investment Management | 32,186 | $1,832 萬 | 0.16% | −880−2.7% | 減碼 |
| ClariVest Asset Management LLC | 32,075 | $1,826 萬 | 0.59% | −10.0% | 減碼 |
| State of Alaska, Department of Revenue | 30,787 | $1,752 萬 | 0.18% | +641+2.1% | 加碼 |
| Chartwell Investment Partners, LLC | 30,669 | $1,746 萬 | 0.54% | +2,660+9.5% | 加碼 |
| Macquarie Group Ltd | 30,624 | $1,743 萬 | 0.01% | +404+1.3% | 加碼 |
| Tiaa, FSB | 30,548 | $1,739 萬 | 0.06% | −5,169−14.5% | 減碼 |
| DnB Asset Management AS | 30,545 | $1,738 萬 | 0.11% | +9,504+45.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 30,273 | $1,723 萬 | 0.56% | +17,898+144.6% | 加碼 |
| AXA S.A. | 30,254 | $1,722 萬 | 0.05% | −10,910−26.5% | 減碼 |
| Oak Grove Capital LLC | 30,161 | $1,717 萬 | 3.83% | +7,828+35.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 29,905 | $1,702 萬 | 0.34% | +14,138+89.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 29,777 | $1,695 萬 | 0.64% | +11,516+63.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 29,490 | $1,678 萬 | 0.11% | −16,394−35.7% | 減碼 |
| Burney Co | 28,615 | $1,629 萬 | 0.76% | −878−3.0% | 減碼 |
| Railway Pension Investments Ltd | 28,600 | $1,628 萬 | 0.13% | −400−1.4% | 減碼 |
| Fifth Third Bancorp | 28,398 | $1,616 萬 | 0.07% | −214−0.7% | 減碼 |
| CCM Investment Advisers LLC | 28,292 | $1,610 萬 | 2.09% | −408−1.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 28,038 | $1,596 萬 | 0.21% | −299−1.1% | 減碼 |
| Gabelli Funds LLC | 27,900 | $1,588 萬 | 0.11% | −2,620−8.6% | 減碼 |
| Xponance, Inc. | 27,520 | $1,566 萬 | 0.30% | −697−2.5% | 減碼 |
| Comerica Bank | 28,000 | $1,559 萬 | 0.09% | −4,655−14.3% | 減碼 |
| Shelton Capital Management | 26,706 | $1,520 萬 | 0.60% | +2,780+11.6% | 加碼 |
| Maplelane Capital, LLC | 26,501 | $1,508 萬 | 1.06% | +1,001+3.9% | 加碼 |
| British Columbia Investment Management Corp | 26,396 | $1,502 萬 | 0.09% | −48−0.2% | 減碼 |
| CIBC Asset Management Inc | 26,336 | $1,499 萬 | 0.06% | +345+1.3% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 26,331 | $1,499 萬 | 0.02% | 00.0% | 不變 |
| Utah Retirement Systems | 25,758 | $1,466 萬 | 0.20% | −1,434−5.3% | 減碼 |
| Ensign Peak Advisors, Inc | 25,160 | $1,432 萬 | 0.03% | −4,312−14.6% | 減碼 |
| James Investment Research Inc | 25,025 | $1,424 萬 | 1.32% | −384−1.5% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 24,880 | $1,417 萬 | 0.74% | −1,600−6.0% | 減碼 |
| Swiss Life Asset Management Ltd | 24,734 | $1,408 萬 | 0.20% | −3,881−13.6% | 減碼 |
| United Capital Financial Advisers, LLC | 24,673 | $1,404 萬 | 0.07% | +1,599+6.9% | 加碼 |
| Steel Peak Wealth Management LLC | 24,668 | $1,404 萬 | 0.96% | +15,658+173.8% | 加碼 |
| Tredje AP-fonden | 24,393 | $1,388 萬 | 0.29% | −15,000−38.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 24,161 | $1,375 萬 | 0.06% | −57−0.2% | 減碼 |
| Private Advisor Group, LLC | 24,054 | $1,369 萬 | 0.09% | +6,782+39.3% | 加碼 |
| Public Sector Pension Investment Board | 24,044 | $1,369 萬 | 0.08% | +1,690+7.6% | 加碼 |
| Harber Asset Management LLC | 23,619 | $1,344 萬 | 3.23% | +468+2.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 23,526 | $1,339 萬 | 0.68% | −7,175−23.4% | 減碼 |
| Transform Wealth, LLC | 23,326 | $1,328 萬 | 1.52% | +155+0.7% | 加碼 |
| Rheos Capital Works Inc. | 23,200 | $1,320 萬 | 0.68% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 23,178 | $1,319 萬 | 0.19% | −781−3.3% | 減碼 |
| APG Asset Management N.V. | 26,711 | $1,312 萬 | 0.02% | −15,500−36.7% | 減碼 |
| American Century Companies Inc | 22,756 | $1,295 萬 | 0.01% | +9,102+66.7% | 加碼 |
| Mutual of America Capital Management LLC | 22,633 | $1,288 萬 | 0.13% | +62+0.3% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 22,454 | $1,278 萬 | 0.17% | −1,748−7.2% | 減碼 |
| Texas Permanent School Fund | 22,016 | $1,253 萬 | 0.15% | −1,677−7.1% | 減碼 |
| Mackay Shields LLC | 21,869 | $1,245 萬 | 0.12% | −59,825−73.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 21,843 | $1,243 萬 | 1.99% | +1,905+9.6% | 加碼 |
| United Services Automobile Association | 21,823 | $1,242 萬 | 0.22% | 00.0% | 不變 |
| SG Americas Securities, LLC | 21,795 | $1,241 萬 | 0.07% | +13,788+172.2% | 加碼 |
| Linscomb & Williams, Inc. | 21,652 | $1,232 萬 | 0.64% | −1,670−7.2% | 減碼 |
| Picton Mahoney Asset Management | 21,610 | $1,230 萬 | 0.47% | +1,782+9.0% | 加碼 |
| Commonwealth Equity Services, LLC | 21,572 | $1,228 萬 | 0.03% | +1,468+7.3% | 加碼 |
| Achmea Investment Management B.V. | 21,224 | $1,208 萬 | 0.37% | +606+2.9% | 加碼 |
| Churchill Management Corp | 20,556 | $1,170 萬 | 0.18% | +408+2.0% | 加碼 |