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、6 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 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 305,114 | $2.19 億 | 0.15% | −14,652−4.6% | 減碼 |
| AMF Pensionsforsakring AB | 307,731 | $2.21 億 | 1.51% | +213,973+228.2% | 加碼 |
| Bank of Montreal | 333,625 | $2.42 億 | 0.13% | +42,480+14.6% | 加碼 |
| Capitolis Advisors LLC | 338,358 | $2.43 億 | 1.45% | +185,700+121.6% | 加碼 |
| HSBC Holdings PLC | 352,487 | $2.54 億 | 0.27% | +89,528+34.0% | 加碼 |
| Capital Research Global Investors | 360,225 | $2.59 億 | 0.06% | −241,186−40.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 369,557 | $2.66 億 | 0.22% | −1,790−0.5% | 減碼 |
| Fred Alger Management, LLC | 372,695 | $2.68 億 | 0.67% | −55,531−13.0% | 減碼 |
| UBS Group AG | 381,354 | $2.74 億 | 0.11% | −183,682−32.5% | 減碼 |
| 1832 Asset Management L.P. | 414,564 | $3.01 億 | 0.53% | +288,808+229.7% | 加碼 |
| Royal Bank of Canada | 422,372 | $3.04 億 | 0.07% | +70,488+20.0% | 加碼 |
| Citigroup Inc | 450,267 | $3.24 億 | 0.29% | +31,731+7.6% | 加碼 |
| First Trust Advisors LP | 451,810 | $3.25 億 | 0.32% | −68,752−13.2% | 減碼 |
| Deutsche Bank AG | 456,590 | $3.28 億 | 0.15% | +33,698+8.0% | 加碼 |
| Capital World Investors | 462,424 | $3.33 億 | 0.05% | 00.0% | 不變 |
| Victory Capital Management Inc | 464,559 | $3.34 億 | 0.31% | +28,018+6.4% | 加碼 |
| Capital International Investors | 489,989 | $3.52 億 | 0.07% | +173,774+55.0% | 加碼 |
| Canada Pension Plan Investment Board | 500,149 | $3.60 億 | 0.38% | +16,352+3.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 532,962 | $3.83 億 | 0.23% | +44,002+9.0% | 加碼 |
| Swiss National Bank | 539,632 | $3.88 億 | 0.23% | −24,300−4.3% | 減碼 |
| Parametric Portfolio Associates LLC | 560,302 | $4.03 億 | 0.21% | +5,281+1.0% | 加碼 |
| Maj Invest Holding A/S | 631,902 | $4.54 億 | 7.38% | +14,905+2.4% | 加碼 |
| Invesco Ltd. | 639,903 | $4.60 億 | 0.11% | −29,307−4.4% | 減碼 |
| Wellington Management Group LLP | 673,184 | $4.84 億 | 0.08% | −323,475−32.5% | 減碼 |
| GQG Partners LLC | 688,500 | $4.95 億 | 1.23% | −295,659−30.0% | 減碼 |
| Van Eck Associates Corp | 690,510 | $4.97 億 | 1.15% | +6,445+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 692,051 | $4.98 億 | 0.15% | −35,288−4.9% | 減碼 |
| Price T Rowe Associates Inc | 697,022 | $5.01 億 | 0.05% | +335,768+92.9% | 加碼 |
| Charles Schwab Investment Management Inc | 703,663 | $5.06 億 | 0.15% | +9,083+1.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 719,641 | $5.18 億 | 2.49% | +9,462+1.3% | 加碼 |
| Barclays PLC | 733,847 | $5.28 億 | 0.32% | +349,537+91.0% | 加碼 |
| Nordea Investment Management AB | 753,250 | $5.43 億 | 0.65% | −24,021−3.1% | 減碼 |
| Alkeon Capital Management LLC | 766,543 | $5.51 億 | 1.89% | +195,000+34.1% | 加碼 |
| WCM Investment Management, LLC | 777,240 | $5.59 億 | 1.26% | +256,219+49.2% | 加碼 |
| Coatue Management LLC大師Coatue | 860,025 | $6.18 億 | 2.74% | +452,154+110.9% | 加碼 |
| UBS Asset Management Americas Inc | 863,930 | $6.21 億 | 0.24% | +227,753+35.8% | 加碼 |
| Vulcan Value Partners, LLC | 890,399 | $6.40 億 | 3.27% | −6,232−0.7% | 減碼 |
| Bank of America Corp | 938,870 | $6.75 億 | 0.07% | −198,592−17.5% | 減碼 |
| Wells Fargo & Company | 951,993 | $6.85 億 | 0.18% | −56,999−5.6% | 減碼 |
| Goldman Sachs Group Inc | 1,007,653 | $7.25 億 | 0.18% | +112,202+12.5% | 加碼 |
| Amundi | 1,061,243 | $7.29 億 | 0.46% | +212,175+25.0% | 加碼 |
| Legal & General Group Plc | 1,044,925 | $7.51 億 | 0.23% | −39,697−3.7% | 減碼 |
| Pictet Asset Management SA | 1,063,028 | $7.64 億 | 0.76% | +18,477+1.8% | 加碼 |
| Franklin Resources Inc | 1,209,904 | $8.70 億 | 0.31% | +17,023+1.4% | 加碼 |
| Morgan Stanley | 1,219,727 | $8.77 億 | 0.11% | +187,973+18.2% | 加碼 |
| Allianz Asset Management GmbH | 1,226,449 | $8.82 億 | 0.64% | −32,226−2.6% | 減碼 |
| Sands Capital Management, LLC | 1,389,758 | $9.99 億 | 1.85% | −101,685−6.8% | 減碼 |
| Norges Bank | 1,397,617 | $10.1 億 | 0.21% | −110,241−7.3% | 減碼 |
| Nuveen Asset Management, LLC | 1,610,135 | $11.6 億 | 0.34% | −56,330−3.4% | 減碼 |
| Northern Trust Corp | 1,669,764 | $12.0 億 | 0.20% | −26,745−1.6% | 減碼 |
| Bank of New York Mellon Corp | 1,683,663 | $12.1 億 | 0.22% | +39,278+2.4% | 加碼 |
| Massachusetts Financial Services Co | 1,782,657 | $12.8 億 | 0.35% | +5,996+0.3% | 加碼 |
| Fisher Asset Management, LLC | 1,802,042 | $13.0 億 | 0.73% | +57,739+3.3% | 加碼 |
| Geode Capital Management, LLC | 2,330,235 | $16.7 億 | 0.20% | +2,706+0.1% | 加碼 |
| Janus Henderson Group PLC | 3,161,303 | $22.7 億 | 0.95% | −73,244−2.3% | 減碼 |
| JPMorgan Chase & Co | 4,348,865 | $31.3 億 | 0.39% | −507,696−10.5% | 減碼 |
| Ameriprise Financial Inc | 4,752,984 | $34.2 億 | 0.95% | −320,625−6.3% | 減碼 |
| State Street Corp | 5,958,050 | $42.9 億 | 0.20% | +103,296+1.8% | 加碼 |
| FMR LLC | 6,865,267 | $49.4 億 | 0.36% | −6,950−0.1% | 減碼 |
| BlackRock Inc. | 11,100,869 | $79.8 億 | 0.20% | −212,363−1.9% | 減碼 |
| Vanguard Group Inc | 11,504,998 | $82.7 億 | 0.19% | −60,116−0.5% | 減碼 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −385,114−100.0% | 清倉 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −262,907−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −106,780−100.0% | 清倉 |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −97,670−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −93,654−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −82,715−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −43,718−100.0% | 清倉 |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −32,289−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −21,610−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −21,224−100.0% | 清倉 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −18,702−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18,655−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,766−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −6,390−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,186−100.0% | 清倉 |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −5,210−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,141−100.0% | 清倉 |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −3,967−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,637−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,210−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,123−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,987−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −2,900−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,725−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,642−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,448−100.0% | 清倉 |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,791−100.0% | 清倉 |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −1,589−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,517−100.0% | 清倉 |
| SG3 Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −1,412−100.0% | 清倉 |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −1,449−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,226−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,220−100.0% | 清倉 |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −1,131−100.0% | 清倉 |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −1,131−100.0% | 清倉 |