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 3,142 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。
2022 年第 1 季 13F 持有人
Lam Research Corp 在 2022/3/31 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
- 1,391
- 較 2021 年第 4 季 −59 家
- 持有股數
- 1.13 億
- 較 2021 年第 4 季 −263.6 萬 (−2.3%)
- 總市值
- $604.2 億
- 較 2021 年第 4 季 −$224.6 億 (−27.1%)
- 新進機構
- 114
- 另有 551 家加碼
- 清倉機構
- 173
- 另有 524 家減碼
另有 11 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 | 2,652 | $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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,571,398 | $62.2 億 | 0.15% | +66,400+0.6% | 加碼 |
| BlackRock Inc. | 11,285,008 | $60.7 億 | 0.16% | +184,139+1.7% | 加碼 |
| State Street Corp | 5,844,032 | $31.5 億 | 0.16% | −114,018−1.9% | 減碼 |
| FMR LLC | 5,798,874 | $31.2 億 | 0.25% | −1,066,393−15.5% | 減碼 |
| Ameriprise Financial Inc | 5,465,584 | $29.4 億 | 0.87% | +712,600+15.0% | 加碼 |
| JPMorgan Chase & Co | 4,236,423 | $22.8 億 | 0.29% | −112,442−2.6% | 減碼 |
| Janus Henderson Group PLC | 2,948,966 | $15.9 億 | 0.77% | −212,337−6.7% | 減碼 |
| Geode Capital Management, LLC | 2,507,435 | $13.4 億 | 0.17% | +177,200+7.6% | 加碼 |
| Fisher Asset Management, LLC | 1,902,522 | $10.2 億 | 0.60% | +100,480+5.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,685,383 | $9.05 億 | 0.29% | +75,248+4.7% | 加碼 |
| Northern Trust Corp | 1,625,294 | $8.74 億 | 0.15% | −44,470−2.7% | 減碼 |
| Bank of New York Mellon Corp | 1,610,650 | $8.66 億 | 0.17% | −73,013−4.3% | 減碼 |
| Massachusetts Financial Services Co | 1,443,748 | $7.76 億 | 0.23% | −338,909−19.0% | 減碼 |
| Norges Bank | 1,360,001 | $7.31 億 | 0.16% | −37,616−2.7% | 減碼 |
| Sands Capital Management, LLC | 1,312,592 | $7.06 億 | 1.62% | −77,166−5.6% | 減碼 |
| Allianz Asset Management GmbH | 1,283,087 | $6.90 億 | 0.54% | +56,638+4.6% | 加碼 |
| Franklin Resources Inc | 1,187,962 | $6.39 億 | 0.26% | −21,942−1.8% | 減碼 |
| Goldman Sachs Group Inc | 1,124,346 | $6.04 億 | 0.15% | +116,693+11.6% | 加碼 |
| Legal & General Group Plc | 1,107,164 | $5.95 億 | 0.18% | +62,239+6.0% | 加碼 |
| Amundi | 1,168,186 | $5.95 億 | 0.40% | +106,943+10.1% | 加碼 |
| Bank of America Corp | 1,068,892 | $5.75 億 | 0.06% | +130,022+13.8% | 加碼 |
| UBS Asset Management Americas Inc | 973,185 | $5.23 億 | 0.22% | +109,255+12.6% | 加碼 |
| Van Eck Associates Corp | 953,874 | $5.13 億 | 1.06% | +263,364+38.1% | 加碼 |
| Wells Fargo & Company | 937,394 | $5.04 億 | 0.13% | −14,599−1.5% | 減碼 |
| Invesco Ltd. | 919,096 | $4.94 億 | 0.13% | +279,193+43.6% | 加碼 |
| Alkeon Capital Management LLC | 919,096 | $4.94 億 | 2.22% | +152,553+19.9% | 加碼 |
| Pictet Asset Management SA | 870,000 | $4.68 億 | 0.53% | −193,028−18.2% | 減碼 |
| Vulcan Value Partners, LLC | 857,239 | $4.61 億 | 2.83% | −33,160−3.7% | 減碼 |
| WCM Investment Management, LLC | 789,444 | $4.24 億 | 1.18% | +12,204+1.6% | 加碼 |
| Nordea Investment Management AB | 764,423 | $4.21 億 | 0.53% | +11,173+1.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 758,715 | $4.08 億 | 1.97% | +39,074+5.4% | 加碼 |
| Charles Schwab Investment Management Inc | 714,602 | $3.84 億 | 0.12% | +10,939+1.6% | 加碼 |
| Dimensional Fund Advisors LP | 689,716 | $3.71 億 | 0.12% | −2,335−0.3% | 減碼 |
| Morgan Stanley | 674,594 | $3.63 億 | 0.05% | −545,133−44.7% | 減碼 |
| Maj Invest Holding A/S | 670,671 | $3.61 億 | 6.69% | +38,769+6.1% | 加碼 |
| Swiss National Bank | 609,832 | $3.28 億 | 0.18% | +70,200+13.0% | 加碼 |
| First Trust Advisors LP | 605,220 | $3.25 億 | 0.33% | +153,410+34.0% | 加碼 |
| Parametric Portfolio Associates LLC | 544,696 | $2.93 億 | 0.15% | −15,606−2.8% | 減碼 |
| UBS Group AG | 522,848 | $2.81 億 | 0.12% | +141,494+37.1% | 加碼 |
| Royal Bank of Canada | 505,410 | $2.72 億 | 0.07% | +83,038+19.7% | 加碼 |
| Wellington Management Group LLP | 492,240 | $2.65 億 | 0.05% | −180,944−26.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 490,226 | $2.64 億 | 0.18% | −42,736−8.0% | 減碼 |
| Barclays PLC | 477,673 | $2.57 億 | 0.21% | −256,174−34.9% | 減碼 |
| Theleme Partners LLP | 463,000 | $2.49 億 | 7.95% | +248,000+115.3% | 加碼 |
| Capital World Investors | 462,215 | $2.48 億 | 0.04% | −2090.0% | 減碼 |
| Capital International Investors | 452,750 | $2.44 億 | 0.06% | −37,239−7.6% | 減碼 |
| Deutsche Bank AG | 426,228 | $2.29 億 | 0.11% | −30,362−6.6% | 減碼 |
| Victory Capital Management Inc | 444,093 | $2.16 億 | 0.22% | −20,466−4.4% | 減碼 |
| Canada Pension Plan Investment Board | 389,210 | $2.09 億 | 0.28% | −110,939−22.2% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 378,470 | $2.03 億 | 0.39% | +85,600+29.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 369,280 | $1.99 億 | 0.26% | +337,148+1,049.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 332,429 | $1.79 億 | 0.16% | −37,128−10.0% | 減碼 |
| Capital Research Global Investors | 329,795 | $1.77 億 | 0.04% | −30,430−8.4% | 減碼 |
| Citigroup Inc | 327,864 | $1.76 億 | 0.18% | −122,403−27.2% | 減碼 |
| Rafferty Asset Management, LLC | 323,495 | $1.74 億 | 1.03% | +42,124+15.0% | 加碼 |
| AQR Capital Management LLC | 313,581 | $1.69 億 | 0.32% | +16,958+5.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 308,071 | $1.66 億 | 0.33% | +143,235+86.9% | 加碼 |
| Swedbank AB | 297,484 | $1.60 億 | 0.30% | +38,141+14.7% | 加碼 |
| California Public Employees Retirement System | 289,022 | $1.55 億 | 0.12% | −16,092−5.3% | 減碼 |
| Oaktop Capital Management II, L.P. | 285,246 | $1.53 億 | 21.90% | 00.0% | 不變 |
| ProShare Advisors LLC | 277,270 | $1.49 億 | 0.32% | −16,886−5.7% | 減碼 |
| Boston Partners | 277,432 | $1.49 億 | 0.18% | −548−0.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 270,855 | $1.49 億 | 0.36% | +46,913+20.9% | 加碼 |
| Price T Rowe Associates Inc | 275,059 | $1.48 億 | 0.01% | −421,963−60.5% | 減碼 |
| Fred Alger Management, LLC | 273,623 | $1.47 億 | 0.47% | −99,072−26.6% | 減碼 |
| New York State Common Retirement Fund | 259,469 | $1.39 億 | 0.15% | −2,556−1.0% | 減碼 |
| AMF Pensionsforsakring AB | 250,896 | $1.35 億 | 1.00% | −56,835−18.5% | 減碼 |
| Principal Financial Group Inc | 249,571 | $1.34 億 | 0.08% | +3,859+1.6% | 加碼 |
| Credit Suisse AG | 247,716 | $1.33 億 | 0.11% | +14,444+6.2% | 加碼 |
| Rhumbline Advisers | 245,917 | $1.32 億 | 0.17% | +1,411+0.6% | 加碼 |
| California State Teachers Retirement System | 238,805 | $1.28 億 | 0.17% | −15,545−6.1% | 減碼 |
| Susquehanna International Group, LLP | 235,021 | $1.26 億 | 0.19% | +146,324+165.0% | 加碼 |
| Mackenzie Financial Corp | 233,280 | $1.25 億 | 0.17% | +24,636+11.8% | 加碼 |
| Agf Investments Inc. | 231,834 | $1.25 億 | 0.93% | +58,214+33.5% | 加碼 |
| Ninety One UK Ltd | 226,221 | $1.22 億 | 0.31% | −2,843−1.2% | 減碼 |
| Pendal Group Limited | 223,152 | $1.20 億 | 0.99% | +9,093+4.2% | 加碼 |
| Marshall Wace, LLP | 216,995 | $1.17 億 | 0.24% | +162,755+300.1% | 加碼 |
| Alliancebernstein L.P. | 216,941 | $1.17 億 | 0.05% | −24,132−10.0% | 減碼 |
| National Pension Service | 207,114 | $1.11 億 | 0.20% | +4,202+2.1% | 加碼 |
| Jennison Associates LLC | 202,639 | $1.09 億 | 0.08% | −24,905−10.9% | 減碼 |
| Prudential Financial Inc | 202,518 | $1.09 億 | 0.14% | +40,208+24.8% | 加碼 |
| State of Wisconsin Investment Board | 191,190 | $1.03 億 | 0.21% | −41,081−17.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 188,201 | $1.01 億 | 0.21% | +25,409+15.6% | 加碼 |
| Bessemer Group Inc | 187,774 | $1.01 億 | 0.21% | −3,803−2.0% | 減碼 |
| Point72 Asset Management, L.P. | 187,640 | $1.01 億 | 0.45% | +36,540+24.2% | 加碼 |
| Eaton Vance Management | 187,342 | $1.01 億 | 0.12% | +22,467+13.6% | 加碼 |
| Bank of Montreal | 178,749 | $9,813 萬 | 0.06% | −154,876−46.4% | 減碼 |
| Envestnet Asset Management Inc | 181,138 | $9,738 萬 | 0.05% | −1,487−0.8% | 減碼 |
| HSBC Holdings PLC | 179,035 | $9,719 萬 | 0.13% | −173,452−49.2% | 減碼 |
| Eventide Asset Management, LLC | 180,346 | $9,696 萬 | 1.52% | 00.0% | 不變 |
| TD Asset Management Inc | 176,804 | $9,505 萬 | 0.09% | −12,945−6.8% | 減碼 |
| Federated Hermes, Inc. | 172,521 | $9,275 萬 | 0.21% | −8,852−4.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 171,162 | $9,202 萬 | 0.18% | −3,755−2.1% | 減碼 |
| William Blair Investment Management, LLC | 166,028 | $8,926 萬 | 0.27% | +18,116+12.2% | 加碼 |
| New York State Teachers Retirement System | 163,172 | $8,772 萬 | 0.18% | +513+0.3% | 加碼 |
| Schroder Investment Management Group | 154,018 | $8,449 萬 | 0.11% | +73,403+91.1% | 加碼 |
| Captrust Financial Advisors | 155,883 | $8,404 萬 | 0.54% | +5,768+3.8% | 加碼 |
| Avalon Investment & Advisory | 152,242 | $8,185 萬 | 1.98% | +2,734+1.8% | 加碼 |
| Epoch Investment Partners, Inc. | 149,914 | $8,059 萬 | 0.39% | −5,162−3.3% | 減碼 |
| Woodline Partners LP | 146,756 | $7,890 萬 | 1.31% | +146,756 | 新進 |