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 4 季 13F 持有人
Lam Research Corp 在 2021/12/31 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
- 1,461
- 較 2021 年第 3 季 +179 家
- 持有股數
- 1.15 億
- 較 2021 年第 3 季 −2,584 (0.0%)
- 總市值
- $829.2 億
- 較 2021 年第 3 季 +$172.2 億 (+26.2%)
- 新進機構
- 271
- 另有 532 家加碼
- 清倉機構
- 92
- 另有 465 家減碼
另有 19 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,504,998 | $82.7 億 | 0.19% | −60,116−0.5% | 減碼 |
| BlackRock Inc. | 11,100,869 | $79.8 億 | 0.20% | −212,363−1.9% | 減碼 |
| FMR LLC | 6,865,267 | $49.4 億 | 0.36% | −6,950−0.1% | 減碼 |
| State Street Corp | 5,958,050 | $42.9 億 | 0.20% | +103,296+1.8% | 加碼 |
| Ameriprise Financial Inc | 4,752,984 | $34.2 億 | 0.95% | −320,625−6.3% | 減碼 |
| JPMorgan Chase & Co | 4,348,865 | $31.3 億 | 0.39% | −507,696−10.5% | 減碼 |
| Janus Henderson Group PLC | 3,161,303 | $22.7 億 | 0.95% | −73,244−2.3% | 減碼 |
| Geode Capital Management, LLC | 2,330,235 | $16.7 億 | 0.20% | +2,706+0.1% | 加碼 |
| Fisher Asset Management, LLC | 1,802,042 | $13.0 億 | 0.73% | +57,739+3.3% | 加碼 |
| Massachusetts Financial Services Co | 1,782,657 | $12.8 億 | 0.35% | +5,996+0.3% | 加碼 |
| Bank of New York Mellon Corp | 1,683,663 | $12.1 億 | 0.22% | +39,278+2.4% | 加碼 |
| Northern Trust Corp | 1,669,764 | $12.0 億 | 0.20% | −26,745−1.6% | 減碼 |
| Nuveen Asset Management, LLC | 1,610,135 | $11.6 億 | 0.34% | −56,330−3.4% | 減碼 |
| Norges Bank | 1,397,617 | $10.1 億 | 0.21% | −110,241−7.3% | 減碼 |
| Sands Capital Management, LLC | 1,389,758 | $9.99 億 | 1.85% | −101,685−6.8% | 減碼 |
| Allianz Asset Management GmbH | 1,226,449 | $8.82 億 | 0.64% | −32,226−2.6% | 減碼 |
| Morgan Stanley | 1,219,727 | $8.77 億 | 0.11% | +187,973+18.2% | 加碼 |
| Franklin Resources Inc | 1,209,904 | $8.70 億 | 0.31% | +17,023+1.4% | 加碼 |
| Pictet Asset Management SA | 1,063,028 | $7.64 億 | 0.76% | +18,477+1.8% | 加碼 |
| Legal & General Group Plc | 1,044,925 | $7.51 億 | 0.23% | −39,697−3.7% | 減碼 |
| Amundi | 1,061,243 | $7.29 億 | 0.46% | +212,175+25.0% | 加碼 |
| Goldman Sachs Group Inc | 1,007,653 | $7.25 億 | 0.18% | +112,202+12.5% | 加碼 |
| Wells Fargo & Company | 951,993 | $6.85 億 | 0.18% | −56,999−5.6% | 減碼 |
| Bank of America Corp | 938,870 | $6.75 億 | 0.07% | −198,592−17.5% | 減碼 |
| Vulcan Value Partners, LLC | 890,399 | $6.40 億 | 3.27% | −6,232−0.7% | 減碼 |
| UBS Asset Management Americas Inc | 863,930 | $6.21 億 | 0.24% | +227,753+35.8% | 加碼 |
| Coatue Management LLC大師Coatue | 860,025 | $6.18 億 | 2.74% | +452,154+110.9% | 加碼 |
| WCM Investment Management, LLC | 777,240 | $5.59 億 | 1.26% | +256,219+49.2% | 加碼 |
| Alkeon Capital Management LLC | 766,543 | $5.51 億 | 1.89% | +195,000+34.1% | 加碼 |
| Nordea Investment Management AB | 753,250 | $5.43 億 | 0.65% | −24,021−3.1% | 減碼 |
| Barclays PLC | 733,847 | $5.28 億 | 0.32% | +349,537+91.0% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 719,641 | $5.18 億 | 2.49% | +9,462+1.3% | 加碼 |
| Charles Schwab Investment Management Inc | 703,663 | $5.06 億 | 0.15% | +9,083+1.3% | 加碼 |
| Price T Rowe Associates Inc | 697,022 | $5.01 億 | 0.05% | +335,768+92.9% | 加碼 |
| Dimensional Fund Advisors LP | 692,051 | $4.98 億 | 0.15% | −35,288−4.9% | 減碼 |
| Van Eck Associates Corp | 690,510 | $4.97 億 | 1.15% | +6,445+0.9% | 加碼 |
| GQG Partners LLC | 688,500 | $4.95 億 | 1.23% | −295,659−30.0% | 減碼 |
| Wellington Management Group LLP | 673,184 | $4.84 億 | 0.08% | −323,475−32.5% | 減碼 |
| Invesco Ltd. | 639,903 | $4.60 億 | 0.11% | −29,307−4.4% | 減碼 |
| Maj Invest Holding A/S | 631,902 | $4.54 億 | 7.38% | +14,905+2.4% | 加碼 |
| Parametric Portfolio Associates LLC | 560,302 | $4.03 億 | 0.21% | +5,281+1.0% | 加碼 |
| Swiss National Bank | 539,632 | $3.88 億 | 0.23% | −24,300−4.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 532,962 | $3.83 億 | 0.23% | +44,002+9.0% | 加碼 |
| Canada Pension Plan Investment Board | 500,149 | $3.60 億 | 0.38% | +16,352+3.4% | 加碼 |
| Capital International Investors | 489,989 | $3.52 億 | 0.07% | +173,774+55.0% | 加碼 |
| Victory Capital Management Inc | 464,559 | $3.34 億 | 0.31% | +28,018+6.4% | 加碼 |
| Capital World Investors | 462,424 | $3.33 億 | 0.05% | 00.0% | 不變 |
| Deutsche Bank AG | 456,590 | $3.28 億 | 0.15% | +33,698+8.0% | 加碼 |
| First Trust Advisors LP | 451,810 | $3.25 億 | 0.32% | −68,752−13.2% | 減碼 |
| Citigroup Inc | 450,267 | $3.24 億 | 0.29% | +31,731+7.6% | 加碼 |
| Royal Bank of Canada | 422,372 | $3.04 億 | 0.07% | +70,488+20.0% | 加碼 |
| 1832 Asset Management L.P. | 414,564 | $3.01 億 | 0.53% | +288,808+229.7% | 加碼 |
| UBS Group AG | 381,354 | $2.74 億 | 0.11% | −183,682−32.5% | 減碼 |
| Fred Alger Management, LLC | 372,695 | $2.68 億 | 0.67% | −55,531−13.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 369,557 | $2.66 億 | 0.22% | −1,790−0.5% | 減碼 |
| Capital Research Global Investors | 360,225 | $2.59 億 | 0.06% | −241,186−40.1% | 減碼 |
| HSBC Holdings PLC | 352,487 | $2.54 億 | 0.27% | +89,528+34.0% | 加碼 |
| Capitolis Advisors LLC | 338,358 | $2.43 億 | 1.45% | +185,700+121.6% | 加碼 |
| Bank of Montreal | 333,625 | $2.42 億 | 0.13% | +42,480+14.6% | 加碼 |
| AMF Pensionsforsakring AB | 307,731 | $2.21 億 | 1.51% | +213,973+228.2% | 加碼 |
| California Public Employees Retirement System | 305,114 | $2.19 億 | 0.15% | −14,652−4.6% | 減碼 |
| AQR Capital Management LLC | 296,623 | $2.13 億 | 0.39% | −9,171−3.0% | 減碼 |
| ProShare Advisors LLC | 294,156 | $2.12 億 | 0.42% | +100,912+52.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 292,870 | $2.11 億 | 0.38% | +62,800+27.3% | 加碼 |
| Oaktop Capital Management II, L.P. | 285,246 | $2.05 億 | 24.74% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 281,371 | $2.02 億 | 1.06% | +83,338+42.1% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 279,832 | $2.01 億 | 2.43% | +8,910+3.3% | 加碼 |
| Boston Partners | 277,980 | $2.00 億 | 0.24% | −171,032−38.1% | 減碼 |
| New York State Common Retirement Fund | 262,025 | $1.88 億 | 0.19% | −630.0% | 減碼 |
| Bank of Nova Scotia | 260,554 | $1.87 億 | 0.27% | +121,725+87.7% | 加碼 |
| Swedbank AB | 259,343 | $1.86 億 | 0.32% | +21,313+9.0% | 加碼 |
| California State Teachers Retirement System | 254,350 | $1.83 億 | 0.21% | +5,806+2.3% | 加碼 |
| Principal Financial Group Inc | 245,712 | $1.77 億 | 0.11% | +15,248+6.6% | 加碼 |
| Rhumbline Advisers | 244,506 | $1.76 億 | 0.22% | +763+0.3% | 加碼 |
| Alliancebernstein L.P. | 241,073 | $1.73 億 | 0.06% | −24,946−9.4% | 減碼 |
| Credit Suisse AG | 233,272 | $1.68 億 | 0.13% | −126,018−35.1% | 減碼 |
| State of Wisconsin Investment Board | 232,271 | $1.67 億 | 0.32% | +16,450+7.6% | 加碼 |
| Ninety One UK Ltd | 229,064 | $1.65 億 | 0.39% | −840−0.4% | 減碼 |
| Jennison Associates LLC | 227,544 | $1.64 億 | 0.10% | −247−0.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 223,942 | $1.62 億 | 0.40% | +52,444+30.6% | 加碼 |
| Theleme Partners LLP | 215,000 | $1.55 億 | 4.76% | +215,000 | 新進 |
| Pendal Group Limited | 214,059 | $1.54 億 | 1.23% | −2,279−1.1% | 減碼 |
| Mackenzie Financial Corp | 208,644 | $1.50 億 | 0.20% | +136,630+189.7% | 加碼 |
| National Pension Service | 202,912 | $1.46 億 | 0.25% | −2,278−1.1% | 減碼 |
| Bessemer Group Inc | 191,577 | $1.38 億 | 0.28% | +2,055+1.1% | 加碼 |
| TD Asset Management Inc | 189,749 | $1.36 億 | 0.11% | −52,261−21.6% | 減碼 |
| Envestnet Asset Management Inc | 182,625 | $1.31 億 | 0.06% | +8,812+5.1% | 加碼 |
| Federated Hermes, Inc. | 181,373 | $1.30 億 | 0.24% | −10,751−5.6% | 減碼 |
| Eventide Asset Management, LLC | 180,346 | $1.30 億 | 1.66% | −24,100−11.8% | 減碼 |
| KBC Group NV | 178,799 | $1.29 億 | 0.42% | +107,455+150.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 174,917 | $1.26 億 | 0.23% | −2,481−1.4% | 減碼 |
| Agf Investments Inc. | 173,620 | $1.25 億 | 0.90% | +79,146+83.8% | 加碼 |
| Eaton Vance Management | 164,875 | $1.19 億 | 0.14% | +66,932+68.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 164,836 | $1.19 億 | 0.28% | −68,099−29.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 162,792 | $1.17 億 | 0.25% | +31,258+23.8% | 加碼 |
| New York State Teachers Retirement System | 162,659 | $1.17 億 | 0.23% | −3,539−2.1% | 減碼 |
| Toronto Dominion Bank | 155,100 | $1.12 億 | 0.15% | +66,334+74.7% | 加碼 |
| Epoch Investment Partners, Inc. | 155,076 | $1.12 億 | 0.57% | −12,800−7.6% | 減碼 |
| Point72 Asset Management, L.P. | 151,100 | $1.09 億 | 0.48% | +151,100 | 新進 |
| Captrust Financial Advisors | 150,115 | $1.08 億 | 0.74% | −5,516−3.5% | 減碼 |