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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 10,510 | $755.8 萬 | 0.07% | −32,825−75.7% | 減碼 |
| Cetera Investment Advisers | 10,344 | $743.9 萬 | 0.11% | +304+3.0% | 加碼 |
| Baldwin Investment Management, LLC | 10,340 | $743.6 萬 | 1.95% | +88+0.9% | 加碼 |
| Alerus Financial NA | 10,264 | $738.1 萬 | 0.60% | +516+5.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 10,241 | $736.5 萬 | 0.60% | +422+4.3% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $735.3 萬 | 0.93% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,198 | $733.4 萬 | 0.05% | +384+3.9% | 加碼 |
| Threadgill Financial, LLC | 10,156 | $729.6 萬 | 4.35% | +6,367+168.0% | 加碼 |
| Breiter Capital Management Inc | 10,067 | $724.0 萬 | 3.55% | +20+0.2% | 加碼 |
| Vestor Capital, LLC | 10,062 | $723.6 萬 | 0.69% | +113+1.1% | 加碼 |
| Pallas Capital Advisors LLC | 11,942 | $723.5 萬 | 0.88% | +450+3.9% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $719.2 萬 | 0.08% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 9,758 | $703.0 萬 | 2.05% | +1,732+21.6% | 加碼 |
| Aviance Capital Partners, LLC | 9,740 | $700.5 萬 | 1.17% | +99+1.0% | 加碼 |
| Harbour Capital Advisors, LLC | 9,735 | $700.1 萬 | 1.72% | +63+0.7% | 加碼 |
| Northwest Bancshares, Inc. | 9,701 | $697.7 萬 | 1.37% | −15−0.2% | 減碼 |
| Cullinan Associates Inc | 9,700 | $697.6 萬 | 0.36% | 00.0% | 不變 |
| Heritage Trust Co | 9,605 | $690.8 萬 | 0.89% | +46+0.5% | 加碼 |
| Goodman Advisory Group, LLC | 9,590 | $689.7 萬 | 2.33% | +9,590 | 新進 |
| Distillate Capital Partners LLC | 9,567 | $688.0 萬 | 1.15% | +9,567 | 新進 |
| Carret Asset Management, LLC | 9,544 | $686.3 萬 | 0.76% | −163−1.7% | 減碼 |
| Nomura Holdings Inc | 9,480 | $682.1 萬 | 0.04% | −23,949−71.6% | 減碼 |
| D.A. Davidson & Co. | 9,487 | $681.9 萬 | 0.07% | +605+6.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,350 | $677.7 萬 | 0.16% | −531−3.6% | 減碼 |
| Trustmark National Bank Trust Department | 9,294 | $668.4 萬 | 0.51% | −68−0.7% | 減碼 |
| McBroom & Associates, LLC | 9,226 | $663.5 萬 | 4.99% | +9,226 | 新進 |
| AE Wealth Management LLC | 9,225 | $663.4 萬 | 0.05% | +107+1.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,226 | $663.4 萬 | 0.14% | +491+5.6% | 加碼 |
| Altrafin AG | 9,113 | $655.4 萬 | 2.37% | +9,113 | 新進 |
| Central Bank & Trust Co | 9,032 | $649.5 萬 | 1.00% | +81+0.9% | 加碼 |
| First Citizens Bank & Trust Co | 9,018 | $648.6 萬 | 0.25% | +153+1.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 8,954 | $644.0 萬 | 0.14% | +472+5.6% | 加碼 |
| Fusion Capital, LLC | 8,950 | $643.6 萬 | 3.27% | +430+5.0% | 加碼 |
| Parsec Financial Management, Inc. | 8,938 | $642.8 萬 | 0.27% | +1,108+14.2% | 加碼 |
| Taylor Hoffman Wealth Management | 8,864 | $637.5 萬 | 2.43% | +266+3.1% | 加碼 |
| Kentucky Retirement Systems | 8,749 | $629.2 萬 | 0.26% | +673+8.3% | 加碼 |
| New Mexico Educational Retirement Board | 8,693 | $625.2 萬 | 0.21% | −600−6.5% | 減碼 |
| Assetmark, Inc | 8,640 | $621.3 萬 | 0.03% | +2,124+32.6% | 加碼 |
| Creative Planning | 8,632 | $620.8 萬 | 0.01% | −3,689−29.9% | 減碼 |
| Harvest Volatility Management LLC | 8,583 | $617.2 萬 | 0.31% | +2,053+31.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,562 | $615.7 萬 | 0.33% | −3,156−26.9% | 減碼 |
| Martingale Asset Management L P | 8,535 | $613.8 萬 | 0.08% | +235+2.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 8,528 | $613.3 萬 | 0.13% | −3,269−27.7% | 減碼 |
| Hohimer Wealth Management, LLC | 8,522 | $612.8 萬 | 1.29% | −1,602−15.8% | 減碼 |
| TD Private Client Wealth LLC | 8,362 | $601.4 萬 | 0.25% | −1,909−18.6% | 減碼 |
| Scholtz & Company, LLC | 8,329 | $599.0 萬 | 1.94% | +216+2.7% | 加碼 |
| Atria Investments LLC | 8,285 | $595.8 萬 | 0.11% | −4,185−33.6% | 減碼 |
| Alcosta Capital Management, Inc. | 8,155 | $586.5 萬 | 3.53% | +54+0.7% | 加碼 |
| Farmers Trust Co | 8,130 | $584.7 萬 | 1.20% | −241−2.9% | 減碼 |
| Jackson Square Capital, LLC | 8,122 | $584.1 萬 | 1.68% | −20−0.2% | 減碼 |
| Brighton Jones LLC | 8,115 | $583.6 萬 | 0.28% | +7,340+947.1% | 加碼 |
| CIBC World Markets Corp | 8,100 | $582.5 萬 | 0.03% | −5,529−40.6% | 減碼 |
| Artemis Wealth Advisors, LLC | 8,000 | $575.3 萬 | 0.71% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 8,000 | $575.3 萬 | 0.31% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 8,000 | $575.3 萬 | 0.05% | +8,000 | 新進 |
| Moneta Group Investment Advisors LLC | 7,920 | $569.6 萬 | 0.23% | +6,829+625.9% | 加碼 |
| Andra AP-fonden | 7,900 | $568.1 萬 | 0.12% | −2,100−21.0% | 減碼 |
| TD Waterhouse Canada Inc. | 7,792 | $563.4 萬 | 0.05% | +7,792 | 新進 |
| Van Hulzen Asset Management, LLC | 7,816 | $562.6 萬 | 0.61% | +2,111+37.0% | 加碼 |
| Fiera Capital Corp | 7,817 | $562.1 萬 | 0.01% | −1,375−15.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,770 | $558.8 萬 | 0.02% | −900−10.4% | 減碼 |
| Heron Bay Capital Management | 7,694 | $553.3 萬 | 2.73% | −243−3.1% | 減碼 |
| Arabesque Asset Management Ltd | 7,657 | $550.7 萬 | 1.59% | +570+8.0% | 加碼 |
| Aigen Investment Management, LP | 7,911 | $549.8 萬 | 0.34% | +7,911 | 新進 |
| Monetary Management Group Inc | 7,588 | $545.7 萬 | 1.35% | +100+1.3% | 加碼 |
| Institute for Wealth Management, LLC. | 7,575 | $544.8 萬 | 0.89% | −15−0.2% | 減碼 |
| Whittier Trust Co | 7,574 | $544.7 萬 | 0.09% | +20.0% | 加碼 |
| Insight Wealth Strategies, LLC | 7,570 | $544.4 萬 | 0.78% | +661+9.6% | 加碼 |
| Laffer Tengler Investments | 7,537 | $542.0 萬 | 1.57% | +560+8.0% | 加碼 |
| Siemens Fonds Invest GmbH | 7,506 | $539.2 萬 | 0.36% | +973+14.9% | 加碼 |
| Quantitative Investment Management, LLC | 7,468 | $537.0 萬 | 0.75% | +7,468 | 新進 |
| Great Lakes Advisors, LLC | 7,423 | $533.8 萬 | 0.08% | +299+4.2% | 加碼 |
| KWMG, LLC | 7,379 | $530.7 萬 | 0.72% | +101+1.4% | 加碼 |
| Cutler Group LP | 7,326 | $526.8 萬 | 0.36% | +3,952+117.1% | 加碼 |
| Yarbrough Capital, LLC | 7,308 | $525.6 萬 | 0.28% | +7,308 | 新進 |
| Level Four Advisory Services, LLC | 7,289 | $524.2 萬 | 0.40% | +91+1.3% | 加碼 |
| Marshall & Sullivan Inc | 7,241 | $520.7 萬 | 2.51% | +114+1.6% | 加碼 |
| Cypress Capital Group | 7,186 | $516.8 萬 | 0.65% | +145+2.1% | 加碼 |
| Roanoke Asset Management Corp | 7,135 | $513.1 萬 | 1.70% | −20−0.3% | 減碼 |
| South Dakota Investment Council | 7,027 | $505.3 萬 | 0.08% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 6,950 | $499.8 萬 | 0.14% | +500+7.8% | 加碼 |
| Clear Street Markets LLC | 6,859 | $493.3 萬 | 0.44% | +2,755+67.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,792 | $488.4 萬 | 0.09% | −176−2.5% | 減碼 |
| New Potomac Partners, LLC | 6,756 | $485.9 萬 | 3.15% | −30−0.4% | 減碼 |
| Mathes Company, Inc. | 6,754 | $485.7 萬 | 1.67% | −340−4.8% | 減碼 |
| Cresset Asset Management, LLC | 6,716 | $484.0 萬 | 0.05% | +17+0.3% | 加碼 |
| Charter Trust Co | 6,684 | $480.6 萬 | 0.41% | −10.0% | 減碼 |
| Naples Global Advisors, LLC | 6,678 | $480.3 萬 | 0.56% | +152+2.3% | 加碼 |
| Paradiem, LLC | 8,079 | $476.6 萬 | 1.55% | −162−2.0% | 減碼 |
| Swarthmore Group Inc | 6,575 | $472.8 萬 | 1.12% | −10,118−60.6% | 減碼 |
| Commerce Bank | 6,542 | $470.5 萬 | 0.03% | +25+0.4% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 6,521 | $469.0 萬 | 0.11% | +1,521+30.4% | 加碼 |
| National Bank of Canada | 6,505 | $467.8 萬 | 0.02% | +6,505 | 新進 |
| Ethic Inc. | 6,440 | $463.1 萬 | 0.36% | +1,910+42.2% | 加碼 |
| Tudor Investment Corp Et Al | 6,334 | $455.5 萬 | 0.09% | −2,971−31.9% | 減碼 |
| Montag A & Associates Inc | 6,285 | $452.0 萬 | 0.22% | +2,297+57.6% | 加碼 |
| Strategic Financial Services, Inc, | 6,270 | $450.9 萬 | 0.34% | −256−3.9% | 減碼 |
| Two Sigma Securities, LLC | 6,263 | $450.4 萬 | 0.88% | +6,263 | 新進 |
| Kestra Advisory Services, LLC | 6,228 | $447.9 萬 | 0.05% | −128−2.0% | 減碼 |
| Regentatlantic Capital LLC | 6,154 | $442.6 萬 | 0.12% | −85−1.4% | 減碼 |