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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 20,367 | $1,159 萬 | 0.39% | +1,657+8.9% | 加碼 |
| Spire Wealth Management | 20,140 | $1,145 萬 | 0.30% | +1,156+6.1% | 加碼 |
| Marvin & Palmer Associates Inc | 20,041 | $1,141 萬 | 4.63% | −1,355−6.3% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 20,000 | $1,138 萬 | 0.81% | +20,000 | 新進 |
| Advisory Research Inc | 19,800 | $1,127 萬 | 0.72% | −294−1.5% | 減碼 |
| Meritage Portfolio Management | 19,587 | $1,115 萬 | 0.67% | +221+1.1% | 加碼 |
| IFM Investors Pty Ltd | 19,405 | $1,104 萬 | 0.23% | +55+0.3% | 加碼 |
| Acadian Asset Management LLC | 19,127 | $1,088 萬 | 0.04% | −43,779−69.6% | 減碼 |
| Swarthmore Group Inc | 16,693 | $1,086 萬 | 2.80% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 19,058 | $1,085 萬 | 1.11% | +6,642+53.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 19,002 | $1,082 萬 | 0.47% | −834−4.2% | 減碼 |
| Amica Mutual Insurance Co | 18,966 | $1,079 萬 | 1.13% | +1,407+8.0% | 加碼 |
| Capstone Investment Advisors, LLC | 18,702 | $1,064 萬 | 0.19% | +16,884+928.7% | 加碼 |
| PEAK6 Investments LLC | 18,655 | $1,062 萬 | 0.21% | −35,274−65.4% | 減碼 |
| Liontrust Investment Partners LLP | 18,300 | $1,042 萬 | 0.14% | +18,300 | 新進 |
| Steward Partners Investment Advisory, LLC | 18,241 | $1,038 萬 | 0.18% | +446+2.5% | 加碼 |
| Alexandria Capital, LLC | 18,152 | $1,033 萬 | 0.96% | +363+2.0% | 加碼 |
| Pinebridge Investments, L.P. | 18,021 | $1,026 萬 | 0.12% | +12,402+220.7% | 加碼 |
| CIBC World Markets Inc. | 17,933 | $1,021 萬 | 0.04% | −15,969−47.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,858 | $1,016 萬 | 0.12% | −11−0.1% | 減碼 |
| Nissay Asset Management Corp | 17,518 | $997.0 萬 | 0.08% | +411+2.4% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 17,042 | $969.9 萬 | 2.92% | −20−0.1% | 減碼 |
| Natixis | 16,720 | $951.6 萬 | 0.03% | +13,880+488.7% | 加碼 |
| Cypress Capital, LLC | 16,337 | $929.8 萬 | 1.18% | +16,337 | 新進 |
| Cable Hill Partners, LLC | 16,247 | $924.7 萬 | 2.22% | −50.0% | 減碼 |
| YHB Investment Advisors, Inc. | 16,218 | $923.1 萬 | 0.80% | +141+0.9% | 加碼 |
| Louisiana State Employees Retirement System | 16,200 | $922.0 萬 | 0.22% | −100−0.6% | 減碼 |
| NewEdge Wealth, LLC | 16,094 | $916.0 萬 | 0.55% | +1,894+13.3% | 加碼 |
| Maple Capital Management, Inc. | 15,779 | $898.1 萬 | 1.14% | +384+2.5% | 加碼 |
| Advisory Services Network, LLC | 15,488 | $881.5 萬 | 0.28% | +770+5.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 15,410 | $877.1 萬 | 0.06% | +45+0.3% | 加碼 |
| FourThought Financial, LLC | 15,331 | $872.5 萬 | 1.17% | −490−3.1% | 減碼 |
| Elemental Capital Partners LLC | 15,775 | $871.5 萬 | 7.28% | +80+0.5% | 加碼 |
| Illinois Municipal Retirement Fund | 15,013 | $854.5 萬 | 0.31% | +3,820+34.1% | 加碼 |
| Bokf, NA | 15,006 | $854.1 萬 | 0.15% | +15,006 | 新進 |
| Cinctive Capital Management LP | 14,993 | $853.3 萬 | 0.47% | +4,586+44.1% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 14,941 | $850.3 萬 | 0.12% | +3,702+32.9% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,881 | $846.9 萬 | 0.17% | +233+1.6% | 加碼 |
| Rockefeller Capital Management L.P. | 14,630 | $832.6 萬 | 0.04% | +969+7.1% | 加碼 |
| ING Groep NV | 14,600 | $831.0 萬 | 0.11% | +372+2.6% | 加碼 |
| Aptus Capital Advisors, LLC | 14,453 | $822.7 萬 | 0.32% | +1,144+8.6% | 加碼 |
| BTC Capital Management, Inc. | 14,298 | $813.8 萬 | 0.91% | −59−0.4% | 減碼 |
| Norinchukin Bank, The | 14,267 | $812.0 萬 | 0.11% | +815+6.1% | 加碼 |
| Hartford Investment Management Co | 14,109 | $803.0 萬 | 0.22% | −1,708−10.8% | 減碼 |
| Hosking Partners LLP | 13,966 | $794.9 萬 | 0.20% | −1,530−9.9% | 減碼 |
| Daiwa Securities Group Inc. | 13,565 | $793.0 萬 | 0.05% | −3,368−19.9% | 減碼 |
| Banque Pictet & Cie SA | 13,768 | $783.6 萬 | 0.08% | −8−0.1% | 減碼 |
| Squarepoint Ops LLC | 13,695 | $779.5 萬 | 0.05% | −61,468−81.8% | 減碼 |
| Bank of the West | 13,682 | $778.7 萬 | 0.81% | +2,463+22.0% | 加碼 |
| CIBC World Markets Corp | 13,629 | $775.7 萬 | 0.05% | −9,910−42.1% | 減碼 |
| Credit Agricole S A | 13,545 | $771.0 萬 | 0.28% | −6,765−33.3% | 減碼 |
| Socorro Asset Management LP | 13,532 | $770.2 萬 | 2.17% | +1,694+14.3% | 加碼 |
| Pacer Advisors, Inc. | 13,501 | $768.4 萬 | 0.10% | +666+5.2% | 加碼 |
| Gateway Investment Advisers LLC | 13,243 | $753.7 萬 | 0.08% | −18−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,191 | $750.8 萬 | 0.04% | −3,386−20.4% | 減碼 |
| Horizon Investment Services, LLC | 13,050 | $742.8 萬 | 3.66% | −244−1.8% | 減碼 |
| Westfield Capital Management Co LP | 12,975 | $738.5 萬 | 0.04% | −210−1.6% | 減碼 |
| Conning Inc. | 12,743 | $725.3 萬 | 0.21% | +258+2.1% | 加碼 |
| Atria Investments LLC | 12,470 | $709.8 萬 | 0.13% | −3,318−21.0% | 減碼 |
| Securian Asset Management, Inc | 12,453 | $708.8 萬 | 0.15% | −100−0.8% | 減碼 |
| People's United Financial, Inc. | 12,394 | $705.4 萬 | 0.16% | +1,050+9.3% | 加碼 |
| Cozad Asset Management Inc | 12,377 | $704.4 萬 | 1.10% | +3,475+39.0% | 加碼 |
| Baker Ellis Asset Management LLC | 12,853 | $702.8 萬 | 1.35% | −54−0.4% | 減碼 |
| M&T Bank Corp | 12,348 | $702.8 萬 | 0.03% | −316−2.5% | 減碼 |
| Creative Planning | 12,321 | $701.3 萬 | 0.01% | +302+2.5% | 加碼 |
| First Horizon Advisors, Inc. | 12,263 | $697.8 萬 | 0.23% | +11,966+4,029.0% | 加碼 |
| Ziegler Capital Management, LLC | 12,220 | $695.5 萬 | 0.25% | −257−2.1% | 減碼 |
| Baker Avenue Asset Management, LP | 12,188 | $693.6 萬 | 0.40% | +301+2.5% | 加碼 |
| Guinness Atkinson Asset Management Inc | 12,172 | $692.8 萬 | 3.22% | +372+3.2% | 加碼 |
| Means Investment Co., Inc. | 12,124 | $690.0 萬 | 1.36% | +496+4.3% | 加碼 |
| Advisors Asset Management, Inc. | 11,921 | $678.5 萬 | 0.10% | −619−4.9% | 減碼 |
| Gotham Asset Management, LLC | 11,883 | $676.3 萬 | 0.27% | +4,718+65.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,797 | $671.4 萬 | 0.16% | +570+5.1% | 加碼 |
| Pallas Capital Advisors LLC | 11,492 | $668.2 萬 | 0.73% | −830−6.7% | 減碼 |
| L & S Advisors Inc | 11,734 | $667.8 萬 | 0.72% | −2,023−14.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 11,718 | $666.9 萬 | 0.42% | −6,583−36.0% | 減碼 |
| Bridgeway Capital Management, LLC | 11,450 | $651.7 萬 | 0.12% | +500+4.6% | 加碼 |
| PFS Investments Inc. | 10,457 | $636.9 萬 | 0.13% | +1,186+12.8% | 加碼 |
| Terry L. Blaker | 11,145 | $634.2 萬 | 0.40% | +483+4.5% | 加碼 |
| Bailard, Inc. | 10,982 | $625.0 萬 | 0.21% | −66−0.6% | 減碼 |
| Maryland State Retirement & Pension System | 10,797 | $619.7 萬 | 0.18% | 00.0% | 不變 |
| NWK Group, Inc. | 10,784 | $613.8 萬 | 2.44% | +400+3.9% | 加碼 |
| Systematic Alpha Investments, LLC | 10,889 | $613.7 萬 | 0.27% | 00.0% | 不變 |
| Sitrin Capital Management LLC | 10,750 | $611.8 萬 | 2.93% | −11−0.1% | 減碼 |
| Fiduciary Trust Co | 10,677 | $607.7 萬 | 0.11% | +513+5.0% | 加碼 |
| GWM Advisors LLC | 10,640 | $605.6 萬 | 0.15% | +861+8.8% | 加碼 |
| Nicholas Investment Partners, LP | 10,634 | $605.2 萬 | 0.44% | +54+0.5% | 加碼 |
| NFJ Investment Group, LLC | 10,604 | $603.5 萬 | 0.12% | −223−2.1% | 減碼 |
| Violich Capital Management, Inc. | 10,580 | $602.2 萬 | 0.97% | +35+0.3% | 加碼 |
| Sustainable Insight Capital Management, LLC | 10,299 | $586.2 萬 | 3.76% | −1,082−9.5% | 減碼 |
| TD Private Client Wealth LLC | 10,271 | $584.6 萬 | 0.25% | −1,211−10.5% | 減碼 |
| Baldwin Investment Management, LLC | 10,252 | $583.5 萬 | 1.02% | −69−0.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $582.0 萬 | 0.79% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 10,181 | $579.5 萬 | 0.27% | −122−1.2% | 減碼 |
| Hohimer Wealth Management, LLC | 10,124 | $576.2 萬 | 1.21% | −313−3.0% | 減碼 |
| Breiter Capital Management Inc | 10,047 | $571.8 萬 | 3.27% | −911−8.3% | 減碼 |
| Cetera Investment Advisers | 10,040 | $571.4 萬 | 0.09% | −1,622−13.9% | 減碼 |
| Andra AP-fonden | 10,000 | $569.2 萬 | 0.12% | −200−2.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $569.2 萬 | 0.06% | 00.0% | 不變 |
| Vestor Capital, LLC | 9,949 | $566.3 萬 | 0.59% | +9,949 | 新進 |