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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 6,076 | $437.0 萬 | 0.14% | +6,076 | 新進 |
| Marco Investment Management LLC | 6,039 | $434.3 萬 | 0.43% | +12+0.2% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,017 | $432.7 萬 | 0.64% | +145+2.5% | 加碼 |
| Ibex Wealth Advisors | 6,005 | $431.8 萬 | 0.76% | +4,140+222.0% | 加碼 |
| American Trust Investment Advisors, LLC | 5,958 | $428.5 萬 | 2.13% | −8−0.1% | 減碼 |
| Scotia Capital Inc. | 5,909 | $424.9 萬 | 0.03% | −330−5.3% | 減碼 |
| Bristlecone Advisors, LLC | 5,895 | $423.9 萬 | 0.51% | −216−3.5% | 減碼 |
| Meitav Dash Investments Ltd | 5,833 | $421.4 萬 | 0.07% | +5,833 | 新進 |
| Penserra Capital Management LLC | 5,838 | $419.7 萬 | 0.09% | +2,414+70.5% | 加碼 |
| Twin Capital Management Inc | 5,828 | $419.1 萬 | 0.42% | −911−13.5% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 5,817 | $418.3 萬 | 0.52% | +2,017+53.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,793 | $416.6 萬 | 0.79% | +357+6.6% | 加碼 |
| Cetera Advisor Networks LLC | 5,772 | $415.1 萬 | 0.05% | −421−6.8% | 減碼 |
| Banque Cantonale Vaudoise | 5,759 | $414.2 萬 | 0.16% | −331−5.4% | 減碼 |
| JustInvest LLC | 5,754 | $413.8 萬 | 0.24% | +1,775+44.6% | 加碼 |
| V Wealth Advisors LLC | 5,751 | $413.6 萬 | 0.61% | +48+0.8% | 加碼 |
| Prudential PLC | 5,726 | $411.7 萬 | 0.06% | −828−12.6% | 減碼 |
| Veritable, L.P. | 5,706 | $410.3 萬 | 0.06% | +20+0.4% | 加碼 |
| Primoris Wealth Advisors, LLC | 5,677 | $408.4 萬 | 3.29% | +5,677 | 新進 |
| United Fire Group Inc | 5,625 | $404.5 萬 | 1.90% | 00.0% | 不變 |
| Crestline Management, LP | 5,600 | $402.7 萬 | 0.30% | +5,600 | 新進 |
| Segall Bryant & Hamill, LLC | 5,578 | $401.4 萬 | 0.04% | +1,160+26.3% | 加碼 |
| Malaga Cove Capital, LLC | 5,517 | $396.8 萬 | 1.56% | −30−0.5% | 減碼 |
| Pensionfund Sabic | 5,500 | $395.5 萬 | 0.74% | 00.0% | 不變 |
| GAM Holding AG | 5,496 | $395.2 萬 | 0.18% | −39−0.7% | 減碼 |
| Blair William & Co | 5,419 | $389.7 萬 | 0.01% | +1,706+45.9% | 加碼 |
| Intrust Bank NA | 5,397 | $388.2 萬 | 0.47% | −167−3.0% | 減碼 |
| Probity Advisors, Inc. | 5,310 | $381.9 萬 | 0.76% | −722−12.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,263 | $378.5 萬 | 0.07% | −734−12.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,218 | $375.1 萬 | 0.23% | −293−5.3% | 減碼 |
| Calamos Wealth Management LLC | 5,209 | $374.6 萬 | 0.27% | −96−1.8% | 減碼 |
| Advisors Preferred, LLC | 6,013 | $368.7 萬 | 0.36% | +6,013 | 新進 |
| Gamco Investors, Inc. Et Al | 5,071 | $364.7 萬 | 0.03% | −108−2.1% | 減碼 |
| Oliver Luxxe Assets LLC | 5,052 | $363.3 萬 | 0.92% | −33−0.6% | 減碼 |
| MD Financial Management Inc. | 5,014 | $360.6 萬 | 0.09% | −381−7.1% | 減碼 |
| Intrepid Family Office LLC | 5,000 | $359.6 萬 | 4.19% | +5,000 | 新進 |
| Crown Advisors Management, Inc. | 5,000 | $359.5 萬 | 2.31% | −1,000−16.7% | 減碼 |
| KCM Investment Advisors LLC | 4,934 | $354.8 萬 | 0.12% | +137+2.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,925 | $354.2 萬 | 0.12% | −15−0.3% | 減碼 |
| Summit Street Capital Management, LLC | 4,903 | $352.6 萬 | 2.20% | 00.0% | 不變 |
| Symmetry Partners, LLC | 4,889 | $351.6 萬 | 0.22% | −424−8.0% | 減碼 |
| Advisor Partners LLC | 4,851 | $348.9 萬 | 0.21% | +78+1.6% | 加碼 |
| 44 Wealth Management LLC | 4,847 | $348.6 萬 | 1.21% | −52−1.1% | 減碼 |
| FORA Capital, LLC | 4,834 | $347.6 萬 | 1.35% | +4,834 | 新進 |
| Federation des caisses Desjardins du Quebec | 4,832 | $347.5 萬 | 0.03% | −2,131−30.6% | 減碼 |
| Sturgeon Ventures LLP | 4,823 | $346.8 萬 | 1.60% | +2,123+78.6% | 加碼 |
| Farmers & Merchants Investments Inc | 4,790 | $344.5 萬 | 0.13% | +756+18.7% | 加碼 |
| Kingsview Wealth Management, LLC | 4,780 | $343.7 萬 | 0.14% | +1,552+48.1% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,750 | $341.6 萬 | 0.94% | −51−1.1% | 減碼 |
| EFG Asset Management (North America) Corp. | 4,748 | $341.5 萬 | 0.45% | +4,748 | 新進 |
| Hendley & Co Inc | 4,742 | $341.0 萬 | 1.11% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 4,713 | $338.9 萬 | 4.30% | −58−1.2% | 減碼 |
| BancorpSouth Bank | 4,679 | $336.5 萬 | 0.42% | +11+0.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,668 | $335.7 萬 | 0.06% | −942−16.8% | 減碼 |
| Terra Nova Asset Management LLC | 4,625 | $332.6 萬 | 2.49% | −40−0.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,594 | $330.4 萬 | 0.21% | −2,760−37.5% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 3,620 | $329.9 萬 | 2.25% | +3,620 | 新進 |
| Orser Capital Management, LLC | 4,558 | $327.8 萬 | 1.70% | −105−2.3% | 減碼 |
| Brinker Capital Investments, LLC | 4,539 | $326.4 萬 | 0.05% | +1,922+73.4% | 加碼 |
| Carderock Capital Management Inc | 4,496 | $323.3 萬 | 0.78% | +1,027+29.6% | 加碼 |
| Advisors Capital Management, LLC | 4,458 | $320.6 萬 | 0.09% | +603+15.6% | 加碼 |
| Winton Group Ltd | 4,451 | $320.1 萬 | 0.19% | +3,601+423.6% | 加碼 |
| Hoylecohen, LLC | 4,432 | $318.7 萬 | 0.27% | +379+9.4% | 加碼 |
| Pathstone Family Office, LLC | 4,382 | $316.0 萬 | 0.08% | −31−0.7% | 減碼 |
| Sigma Planning Corp | 4,300 | $309.2 萬 | 0.09% | +408+10.5% | 加碼 |
| Azzad Asset Management Inc | 4,295 | $308.9 萬 | 0.41% | −256−5.6% | 減碼 |
| Park Avenue Securities LLC | 4,292 | $308.7 萬 | 0.05% | +458+11.9% | 加碼 |
| Donaldson Capital Management, LLC | 4,289 | $308.4 萬 | 0.14% | +3,212+298.2% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $306.7 萬 | 0.53% | −5,178−55.0% | 減碼 |
| Kinneret Advisory, LLC | 4,250 | $306.3 萬 | 0.32% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,223 | $303.7 萬 | 0.23% | +550+15.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 4,201 | $302.1 萬 | 0.02% | −29,190−87.4% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $302.0 萬 | 0.03% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 4,150 | $299.0 萬 | 0.71% | +4,150 | 新進 |
| Buckingham Strategic Wealth, LLC | 4,108 | $295.4 萬 | 0.06% | −189−4.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,083 | $293.6 萬 | 0.18% | +95+2.4% | 加碼 |
| E&G Advisors, LP | 4,061 | $292.0 萬 | 0.73% | 00.0% | 不變 |
| Private Trust Co NA | 4,009 | $288.3 萬 | 0.40% | −1,025−20.4% | 減碼 |
| Squarepoint Ops LLC | 3,999 | $287.6 萬 | 0.01% | −9,696−70.8% | 減碼 |
| Codex Capital, L.L.C. | 4,000 | $287.6 萬 | 1.50% | 00.0% | 不變 |
| Matisse Capital | 3,997 | $287.4 萬 | 1.99% | 00.0% | 不變 |
| Keybank National Association | 3,978 | $286.1 萬 | 0.01% | −185−4.4% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,862 | $277.0 萬 | 0.05% | +1,393+56.4% | 加碼 |
| Stoneridge Investment Partners LLC | 3,844 | $276.4 萬 | 1.27% | +3,844 | 新進 |
| Gotham Asset Management, LLC | 3,836 | $275.9 萬 | 0.09% | −8,047−67.7% | 減碼 |
| King Luther Capital Management Corp | 3,832 | $275.6 萬 | 0.01% | +118+3.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,831 | $275.5 萬 | 0.26% | +221+6.1% | 加碼 |
| Raymond James Trust N.A. | 3,788 | $272.4 萬 | 0.08% | −282−6.9% | 減碼 |
| Redpoint Investment Management Pty Ltd | 3,773 | $271.3 萬 | 0.22% | −14−0.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,732 | $268.4 萬 | 0.07% | +3,732 | 新進 |
| Rodgers Brothers Inc. | 3,700 | $266.1 萬 | 0.47% | 00.0% | 不變 |
| Moore Capital Management, LP | 3,700 | $266.1 萬 | 0.07% | +450+13.8% | 加碼 |
| Mitchell Capital Management Co | 3,677 | $264.4 萬 | 0.54% | +83+2.3% | 加碼 |
| Kempen Capital Management N.V. | 3,669 | $263.9 萬 | 0.08% | −438−10.7% | 減碼 |
| Arkadios Wealth Advisors | 3,663 | $263.4 萬 | 0.35% | +3,561+3,491.2% | 加碼 |
| Motley Fool Asset Management LLC | 3,650 | $262.5 萬 | 0.17% | +15+0.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,648 | $262.3 萬 | 0.20% | +1,213+49.8% | 加碼 |
| Sycomore Asset Management | 3,600 | $261.6 萬 | 0.40% | +3,600 | 新進 |
| Acadian Asset Management LLC | 3,596 | $258.4 萬 | 0.01% | −15,531−81.2% | 減碼 |
| Nikulski Financial, Inc. | 3,587 | $258.0 萬 | 1.08% | −10−0.3% | 減碼 |