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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 44,836 | $3,224 萬 | 0.14% | +44,836 | 新進 |
| Harbor Island Capital LLC | 44,835 | $3,224 萬 | 14.30% | −323−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 44,828 | $3,224 萬 | 0.04% | +44,828 | 新進 |
| USS Investment Management Ltd | 43,961 | $3,162 萬 | 0.25% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 43,306 | $3,115 萬 | 0.06% | +226+0.5% | 加碼 |
| Natixis Advisors, L.P. | 42,783 | $3,077 萬 | 0.12% | +5,632+15.2% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 42,600 | $3,064 萬 | 1.16% | 00.0% | 不變 |
| Capco Asset Management, LLC | 42,360 | $3,046 萬 | 8.40% | +351+0.8% | 加碼 |
| First Republic Investment Management, Inc. | 41,607 | $2,992 萬 | 0.06% | −5,363−11.4% | 減碼 |
| Guinness Asset Management LTD | 41,599 | $2,992 萬 | 1.17% | +2,035+5.1% | 加碼 |
| Oak Grove Capital LLC | 40,734 | $2,929 萬 | 5.74% | +10,573+35.1% | 加碼 |
| Nisa Investment Advisors, LLC | 47,957 | $2,829 萬 | 0.21% | −20,955−30.4% | 減碼 |
| Railway Pension Investments Ltd | 39,300 | $2,826 萬 | 0.21% | +10,700+37.4% | 加碼 |
| Los Angeles Capital Management LLC | 39,086 | $2,811 萬 | 0.10% | −66,120−62.8% | 減碼 |
| Arizona State Retirement System | 38,879 | $2,796 萬 | 0.21% | −892−2.2% | 減碼 |
| Neville Rodie & Shaw Inc | 38,856 | $2,794 萬 | 1.98% | −22−0.1% | 減碼 |
| State of Michigan Retirement System | 38,769 | $2,788 萬 | 0.15% | +1,784+4.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 38,669 | $2,781 萬 | 0.30% | +219+0.6% | 加碼 |
| Colony Group LLC | 37,939 | $2,728 萬 | 0.48% | +557+1.5% | 加碼 |
| Handelsbanken Fonder AB | 37,835 | $2,721 萬 | 0.13% | +465+1.2% | 加碼 |
| McGuire Investment Group, LLC | 37,737 | $2,714 萬 | 4.47% | +401+1.1% | 加碼 |
| Westpac Banking Corp | 37,461 | $2,694 萬 | 0.28% | −2,854−7.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,201 | $2,675 萬 | 0.13% | −1,547−4.0% | 減碼 |
| National Asset Management, Inc. | 36,911 | $2,654 萬 | 0.76% | +2,288+6.6% | 加碼 |
| Cavalry Management Group, LLC | 36,559 | $2,629 萬 | 3.05% | +36,559 | 新進 |
| Alberta Investment Management Corp | 36,331 | $2,613 萬 | 0.16% | 00.0% | 不變 |
| Foundry Partners, LLC | 35,931 | $2,584 萬 | 0.92% | +126+0.4% | 加碼 |
| Guardian Capital LP | 35,903 | $2,582 萬 | 0.50% | −743−2.0% | 減碼 |
| Amalgamated Bank | 35,798 | $2,574 萬 | 0.19% | +2,913+8.9% | 加碼 |
| PGGM Investments | 35,557 | $2,557 萬 | 0.13% | −22,264−38.5% | 減碼 |
| Baird Financial Group, Inc. | 35,424 | $2,548 萬 | 0.06% | +882+2.6% | 加碼 |
| Forsta Ap-Fonden | 35,400 | $2,546 萬 | 0.26% | +400+1.1% | 加碼 |
| LMR Partners LLP | 35,235 | $2,534 萬 | 0.33% | +35,235 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 34,939 | $2,513 萬 | 1.85% | −987−2.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,768 | $2,500 萬 | 0.22% | −2,769−7.4% | 減碼 |
| TCW Group Inc | 34,127 | $2,454 萬 | 0.20% | −4,410−11.4% | 減碼 |
| Meritage Portfolio Management | 33,649 | $2,420 萬 | 1.37% | +14,062+71.8% | 加碼 |
| DnB Asset Management AS | 33,505 | $2,410 萬 | 0.14% | +2,960+9.7% | 加碼 |
| American Century Companies Inc | 33,189 | $2,387 萬 | 0.02% | +10,433+45.8% | 加碼 |
| Tiaa, FSB | 33,100 | $2,369 萬 | 0.08% | +2,552+8.4% | 加碼 |
| Simplex Trading, LLC | 32,899 | $2,366 萬 | 0.78% | +25,240+329.5% | 加碼 |
| Reilly Financial Advisors, LLC | 32,400 | $2,330 萬 | 1.73% | −980−2.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 32,132 | $2,311 萬 | 0.03% | +28,066+690.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 32,116 | $2,310 萬 | 0.25% | −29,641−48.0% | 減碼 |
| Leuthold Group, LLC | 31,476 | $2,264 萬 | 2.65% | −743−2.3% | 減碼 |
| ClariVest Asset Management LLC | 31,241 | $2,247 萬 | 0.69% | −834−2.6% | 減碼 |
| MetLife Investment Management | 31,110 | $2,237 萬 | 0.18% | −1,076−3.3% | 減碼 |
| Pinebridge Investments, L.P. | 31,060 | $2,234 萬 | 0.23% | +13,039+72.4% | 加碼 |
| Northwest & Ethical Investments L.P. | 30,903 | $2,222 萬 | 0.66% | +630+2.1% | 加碼 |
| One01 Capital, LP | 30,399 | $2,186 萬 | 8.92% | +30,399 | 新進 |
| Mercer Global Advisors Inc | 30,388 | $2,185 萬 | 0.13% | −2,359−7.2% | 減碼 |
| Lido Advisors, LLC | 29,739 | $2,139 萬 | 0.41% | −5,038−14.5% | 減碼 |
| Chartwell Investment Partners, LLC | 29,218 | $2,101 萬 | 0.61% | −1,451−4.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 29,040 | $2,089 萬 | 0.40% | −865−2.9% | 減碼 |
| Shelton Capital Management | 29,008 | $2,086 萬 | 0.74% | +2,302+8.6% | 加碼 |
| AXA S.A. | 28,462 | $2,047 萬 | 0.05% | −1,792−5.9% | 減碼 |
| Fifth Third Bancorp | 28,336 | $2,038 萬 | 0.08% | −62−0.2% | 減碼 |
| Korea Investment CORP | 28,000 | $2,014 萬 | 0.05% | −19,400−40.9% | 減碼 |
| Burney Co | 27,866 | $2,004 萬 | 0.87% | −749−2.6% | 減碼 |
| NFJ Investment Group, LLC | 27,815 | $2,000 萬 | 0.36% | +17,211+162.3% | 加碼 |
| CCM Investment Advisers LLC | 27,785 | $1,998 萬 | 2.42% | −507−1.8% | 減碼 |
| State of Alaska, Department of Revenue | 27,671 | $1,990 萬 | 0.19% | −3,116−10.1% | 減碼 |
| Xponance, Inc. | 27,349 | $1,967 萬 | 0.31% | −171−0.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 27,182 | $1,955 萬 | 0.95% | +8,180+43.0% | 加碼 |
| Sora Investors LLC | 27,112 | $1,950 萬 | 9.53% | +27,112 | 新進 |
| J. Goldman & Co LP | 27,099 | $1,949 萬 | 1.79% | +27,099 | 新進 |
| Lazard Asset Management LLC | 26,796 | $1,927 萬 | 0.02% | −10,098−27.4% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 26,649 | $1,917 萬 | 0.71% | −3,128−10.5% | 減碼 |
| Harber Asset Management LLC | 26,598 | $1,913 萬 | 4.21% | +2,979+12.6% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 26,331 | $1,894 萬 | 0.02% | 00.0% | 不變 |
| Macquarie Group Ltd | 26,182 | $1,883 萬 | 0.02% | −4,442−14.5% | 減碼 |
| Utah Retirement Systems | 25,565 | $1,839 萬 | 0.23% | −193−0.7% | 減碼 |
| Citadel Advisors LLC | 24,987 | $1,797 萬 | 0.02% | −19,330−43.6% | 減碼 |
| ING Groep NV | 24,958 | $1,795 萬 | 0.16% | +10,358+70.9% | 加碼 |
| British Columbia Investment Management Corp | 24,957 | $1,795 萬 | 0.10% | −1,439−5.5% | 減碼 |
| Berkshire Capital Holdings Inc | 24,390 | $1,754 萬 | 2.34% | +24,380+243,800.0% | 加碼 |
| Yousif Capital Management, LLC | 24,060 | $1,730 萬 | 0.18% | +24,060 | 新進 |
| Public Employees Retirement Association of Colorado | 24,021 | $1,728 萬 | 0.07% | −140−0.6% | 減碼 |
| United Capital Financial Advisers, LLC | 23,983 | $1,725 萬 | 0.08% | −690−2.8% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 23,930 | $1,722 萬 | 0.81% | −950−3.8% | 減碼 |
| James Investment Research Inc | 23,782 | $1,710 萬 | 1.57% | −1,243−5.0% | 減碼 |
| Ensign Peak Advisors, Inc | 23,522 | $1,692 萬 | 0.03% | −1,638−6.5% | 減碼 |
| Public Sector Pension Investment Board | 23,494 | $1,690 萬 | 0.09% | −550−2.3% | 減碼 |
| Rheos Capital Works Inc. | 23,200 | $1,668 萬 | 0.73% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 23,051 | $1,658 萬 | 0.23% | −4,987−17.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 22,969 | $1,652 萬 | 0.20% | −116,679−83.6% | 減碼 |
| Transform Wealth, LLC | 22,967 | $1,652 萬 | 1.73% | −359−1.5% | 減碼 |
| Gabelli Funds LLC | 22,880 | $1,645 萬 | 0.10% | −5,020−18.0% | 減碼 |
| Industrial Alliance Investment Management Inc. | 22,848 | $1,643 萬 | 0.38% | +22,848 | 新進 |
| Commonwealth Equity Services, LLC | 22,799 | $1,640 萬 | 0.04% | +1,227+5.7% | 加碼 |
| Point72 Hong Kong Ltd | 22,749 | $1,636 萬 | 1.38% | +22,749 | 新進 |
| Metropolitan Life Insurance Co | 22,359 | $1,608 萬 | 0.22% | −819−3.5% | 減碼 |
| Mutual of America Capital Management LLC | 22,303 | $1,604 萬 | 0.16% | −330−1.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 22,209 | $1,597 萬 | 0.76% | −1,317−5.6% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 23,184 | $1,591 萬 | 2.17% | +1,341+6.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 21,994 | $1,582 萬 | 0.27% | +13,409+156.2% | 加碼 |
| United Services Automobile Association | 21,823 | $1,569 萬 | 0.26% | 00.0% | 不變 |
| Natixis | 21,745 | $1,564 萬 | 0.05% | +5,025+30.1% | 加碼 |
| Comerica Bank | 26,381 | $1,552 萬 | 0.11% | −1,619−5.8% | 減碼 |
| Linscomb & Williams, Inc. | 21,442 | $1,542 萬 | 0.74% | −210−1.0% | 減碼 |