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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 24,011 | $1,518 萬 | 0.03% | −2,700−10.1% | 減碼 |
| Churchill Management Corp | 21,111 | $1,518 萬 | 0.21% | +555+2.7% | 加碼 |
| Mackay Shields LLC | 21,093 | $1,517 萬 | 0.13% | −776−3.5% | 減碼 |
| Spire Wealth Management | 21,006 | $1,514 萬 | 0.34% | +866+4.3% | 加碼 |
| Tredje AP-fonden | 20,960 | $1,507 萬 | 0.29% | −3,433−14.1% | 減碼 |
| Profund Advisors LLC | 20,858 | $1,500 萬 | 0.49% | +491+2.4% | 加碼 |
| Panagora Asset Management Inc | 20,264 | $1,457 萬 | 0.08% | −12,025−37.2% | 減碼 |
| Pacer Advisors, Inc. | 20,140 | $1,448 萬 | 0.15% | +6,639+49.2% | 加碼 |
| Swiss Life Asset Management Ltd | 19,735 | $1,419 萬 | 0.18% | −4,999−20.2% | 減碼 |
| Zacks Investment Management | 19,702 | $1,417 萬 | 0.20% | +18,075+1,110.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 19,454 | $1,399 萬 | 0.18% | −3,000−13.4% | 減碼 |
| Texas Permanent School Fund | 19,421 | $1,397 萬 | 0.17% | −2,595−11.8% | 減碼 |
| IFM Investors Pty Ltd | 19,073 | $1,372 萬 | 0.25% | −332−1.7% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 19,042 | $1,369 萬 | 1.19% | −16−0.1% | 減碼 |
| Amica Mutual Insurance Co | 18,966 | $1,364 萬 | 1.15% | 00.0% | 不變 |
| CIBC World Markets Inc. | 18,797 | $1,352 萬 | 0.04% | +864+4.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 18,361 | $1,320 萬 | 0.20% | +120+0.7% | 加碼 |
| Aptus Capital Advisors, LLC | 17,770 | $1,278 萬 | 0.43% | +3,317+23.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,673 | $1,271 萬 | 0.13% | −185−1.0% | 減碼 |
| Marvin & Palmer Associates Inc | 17,557 | $1,263 萬 | 5.40% | −2,484−12.4% | 減碼 |
| Illinois Municipal Retirement Fund | 17,417 | $1,253 萬 | 0.35% | +2,404+16.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,258 | $1,242 萬 | 0.16% | −20,400−54.2% | 減碼 |
| Nissay Asset Management Corp | 17,231 | $1,239 萬 | 0.09% | −287−1.6% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 16,964 | $1,220 萬 | 2.38% | −78−0.5% | 減碼 |
| Maple Capital Management, Inc. | 16,882 | $1,214 萬 | 1.32% | +1,103+7.0% | 加碼 |
| NewEdge Wealth, LLC | 16,648 | $1,197 萬 | 0.50% | +554+3.4% | 加碼 |
| Liontrust Investment Partners LLP | 16,500 | $1,187 萬 | 0.14% | −1,800−9.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 16,487 | $1,186 萬 | 0.08% | −13,003−44.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,493 | $1,185 萬 | 0.15% | +16,493 | 新進 |
| Cypress Capital, LLC | 16,342 | $1,175 萬 | 1.34% | +50.0% | 加碼 |
| Louisiana State Employees Retirement System | 16,300 | $1,172 萬 | 0.26% | +100+0.6% | 加碼 |
| YHB Investment Advisors, Inc. | 16,208 | $1,166 萬 | 0.92% | −10−0.1% | 減碼 |
| Banque Pictet & Cie SA | 15,943 | $1,147 萬 | 0.08% | +2,175+15.8% | 加碼 |
| Twin Tree Management, LP | 15,899 | $1,143 萬 | 0.28% | −19,980−55.7% | 減碼 |
| Elemental Capital Partners LLC | 15,525 | $1,133 萬 | 9.70% | −250−1.6% | 減碼 |
| Advisory Services Network, LLC | 15,741 | $1,132 萬 | 0.33% | +253+1.6% | 加碼 |
| Cable Hill Partners, LLC | 15,422 | $1,109 萬 | 2.29% | −825−5.1% | 減碼 |
| Bokf, NA | 15,390 | $1,107 萬 | 0.17% | +384+2.6% | 加碼 |
| FourThought Financial, LLC | 15,248 | $1,097 萬 | 1.38% | −83−0.5% | 減碼 |
| Palladium Partners LLC | 15,148 | $1,091 萬 | 0.45% | +15,148 | 新進 |
| Rockefeller Capital Management L.P. | 15,158 | $1,090 萬 | 0.05% | +528+3.6% | 加碼 |
| Private Advisor Group, LLC | 15,120 | $1,087 萬 | 0.08% | −8,934−37.1% | 減碼 |
| Hartford Investment Management Co | 15,088 | $1,085 萬 | 0.25% | +979+6.9% | 加碼 |
| Jackson Wealth Management, LLC | 15,027 | $1,081 萬 | 1.37% | +15,027 | 新進 |
| Harbor Capital Advisors, Inc. | 14,874 | $1,070 萬 | 3.89% | +14,874 | 新進 |
| BTC Capital Management, Inc. | 14,571 | $1,048 萬 | 1.04% | +273+1.9% | 加碼 |
| Taika Capital, LP | 14,070 | $1,021 萬 | 8.06% | +14,070 | 新進 |
| FIL Ltd | 14,157 | $1,018 萬 | 0.01% | +7,047+99.1% | 加碼 |
| Daiwa Securities Group Inc. | 14,124 | $1,016 萬 | 0.06% | +559+4.1% | 加碼 |
| L & S Advisors Inc | 13,936 | $1,002 萬 | 1.08% | +2,202+18.8% | 加碼 |
| Nicholas Investment Partners, LP | 13,832 | $994.7 萬 | 0.63% | +3,198+30.1% | 加碼 |
| Bank of the West | 13,735 | $987.8 萬 | 0.94% | +53+0.4% | 加碼 |
| Vident Investment Advisory, LLC | 13,716 | $986.3 萬 | 0.26% | +10,528+330.2% | 加碼 |
| Hosking Partners LLP | 13,707 | $985.7 萬 | 0.24% | −259−1.9% | 減碼 |
| Steel Peak Wealth Management LLC | 13,684 | $984.1 萬 | 0.59% | −10,984−44.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 13,636 | $980.6 萬 | 0.06% | −1,774−11.5% | 減碼 |
| SG Americas Securities, LLC | 13,509 | $971.5 萬 | 0.06% | −8,286−38.0% | 減碼 |
| Seizert Capital Partners, LLC | 13,456 | $967.7 萬 | 0.43% | +3,275+32.2% | 加碼 |
| Norinchukin Bank, The | 13,286 | $955.5 萬 | 0.12% | −981−6.9% | 減碼 |
| Horizon Investment Services, LLC | 13,047 | $938.3 萬 | 4.30% | −30.0% | 減碼 |
| Alight Capital Management LP | 13,000 | $934.9 萬 | 3.04% | +13,000 | 新進 |
| Westfield Capital Management Co LP | 12,945 | $930.9 萬 | 0.06% | −30−0.2% | 減碼 |
| Baker Ellis Asset Management LLC | 12,900 | $927.7 萬 | 1.64% | +47+0.4% | 加碼 |
| Wealthfront Advisers LLC | 12,875 | $925.9 萬 | 0.04% | +3,645+39.5% | 加碼 |
| Means Investment Co., Inc. | 12,637 | $908.8 萬 | 1.62% | +513+4.2% | 加碼 |
| Baker Avenue Asset Management, LP | 12,636 | $908.7 萬 | 0.47% | +448+3.7% | 加碼 |
| Impax Asset Management Group plc | 12,571 | $904.0 萬 | 0.03% | +4,751+60.8% | 加碼 |
| People's United Financial, Inc. | 12,564 | $903.5 萬 | 0.22% | +170+1.4% | 加碼 |
| Harvard Management Co Inc | 12,521 | $900.4 萬 | 0.85% | +12,521 | 新進 |
| Gateway Investment Advisers LLC | 12,262 | $881.8 萬 | 0.08% | −981−7.4% | 減碼 |
| Socorro Asset Management LP | 12,211 | $878.2 萬 | 2.50% | −1,321−9.8% | 減碼 |
| First Horizon Advisors, Inc. | 12,199 | $877.2 萬 | 0.26% | −64−0.5% | 減碼 |
| Cozad Asset Management Inc | 12,197 | $877.1 萬 | 1.24% | −180−1.5% | 減碼 |
| Securian Asset Management, Inc | 12,171 | $875.3 萬 | 0.16% | −282−2.3% | 減碼 |
| Glenmede Trust Co NA | 12,145 | $873.2 萬 | 0.04% | −31,384−72.1% | 減碼 |
| PFS Investments Inc. | 11,998 | $862.8 萬 | 0.17% | +1,541+14.7% | 加碼 |
| M&T Bank Corp | 11,989 | $862.2 萬 | 0.04% | −359−2.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,972 | $861.0 萬 | 0.04% | −1,219−9.2% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 11,927 | $857.8 萬 | 3.02% | +2,262+23.4% | 加碼 |
| Guinness Atkinson Asset Management Inc | 11,842 | $851.6 萬 | 3.72% | −330−2.7% | 減碼 |
| Ziegler Capital Management, LLC | 11,637 | $836.9 萬 | 0.30% | −583−4.8% | 減碼 |
| Terry L. Blaker | 11,517 | $828.3 萬 | 0.64% | +372+3.3% | 加碼 |
| Shell Asset Management Co | 11,463 | $824.4 萬 | 0.17% | +1,861+19.4% | 加碼 |
| WBI Investments | 11,692 | $822.2 萬 | 1.32% | +11,692 | 新進 |
| Cinctive Capital Management LP | 11,274 | $810.8 萬 | 0.38% | −3,719−24.8% | 減碼 |
| GWM Advisors LLC | 11,231 | $807.7 萬 | 0.12% | +591+5.6% | 加碼 |
| Bailard, Inc. | 11,052 | $794.8 萬 | 0.25% | +70+0.6% | 加碼 |
| Bridgeway Capital Management, LLC | 10,950 | $787.5 萬 | 0.15% | −500−4.4% | 減碼 |
| NWK Group, Inc. | 10,889 | $783.1 萬 | 2.88% | +105+1.0% | 加碼 |
| Systematic Alpha Investments, LLC | 10,889 | $783.1 萬 | 0.36% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 10,882 | $782.6 萬 | 0.11% | −1,039−8.7% | 減碼 |
| Financial Counselors Inc | 10,835 | $779.2 萬 | 0.16% | +2,689+33.0% | 加碼 |
| Maryland State Retirement & Pension System | 10,797 | $776.5 萬 | 0.20% | 00.0% | 不變 |
| Sitrin Capital Management LLC | 10,753 | $773.3 萬 | 3.64% | +30.0% | 加碼 |
| Verition Fund Management LLC | 10,740 | $772.4 萬 | 0.10% | +9,616+855.5% | 加碼 |
| Conning Inc. | 10,725 | $771.3 萬 | 0.21% | −2,018−15.8% | 減碼 |
| Fiduciary Trust Co | 10,706 | $769.9 萬 | 0.13% | +29+0.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,627 | $764.2 萬 | 0.21% | +10,627 | 新進 |
| Violich Capital Management, Inc. | 10,600 | $762.3 萬 | 1.09% | +20+0.2% | 加碼 |
| Allstate Corp | 10,538 | $757.8 萬 | 0.14% | +8,439+402.0% | 加碼 |