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。
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 | 3,143 | $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 |
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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 3,798 | $204.2 萬 | 0.06% | −502−11.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,798 | $204.2 萬 | 0.11% | +2,150+130.5% | 加碼 |
| Mitchell Capital Management Co | 3,808 | $204.7 萬 | 0.46% | +131+3.6% | 加碼 |
| Pensionfund Sabic | 3,900 | $209.7 萬 | 0.52% | −1,600−29.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,956 | $212.6 萬 | 0.05% | +224+6.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,957 | $212.7 萬 | 0.04% | −151−3.7% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 3,977 | $213.8 萬 | 0.05% | −2,544−39.0% | 減碼 |
| Arkadios Wealth Advisors | 3,977 | $213.8 萬 | 0.28% | +314+8.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,025 | $216.4 萬 | 0.04% | −643−13.8% | 減碼 |
| E&G Advisors, LP | 4,061 | $218.3 萬 | 0.60% | 00.0% | 不變 |
| Golden State Equity Partners | 4,071 | $218.9 萬 | 1.10% | +633+18.4% | 加碼 |
| Penserra Capital Management LLC | 4,080 | $219.3 萬 | 0.05% | −1,758−30.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,118 | $221.4 萬 | 0.20% | +287+7.5% | 加碼 |
| Toroso Investments, LLC | 4,134 | $222.2 萬 | 0.07% | +573+16.1% | 加碼 |
| Matisse Capital | 4,147 | $222.9 萬 | 2.05% | +150+3.8% | 加碼 |
| China Universal Asset Management Co., Ltd. | 4,150 | $223.1 萬 | 0.79% | 00.0% | 不變 |
| Signature Wealth Management Group | 4,157 | $223.5 萬 | 1.01% | +3,857+1,285.7% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,168 | $224.1 萬 | 0.04% | +306+7.9% | 加碼 |
| Advisors Capital Management, LLC | 4,177 | $224.6 萬 | 0.06% | −281−6.3% | 減碼 |
| Brinker Capital Investments, LLC | 4,198 | $225.7 萬 | 0.03% | −341−7.5% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $225.8 萬 | 0.03% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,223 | $227.0 萬 | 0.17% | 00.0% | 不變 |
| Connable Office Inc | 4,225 | $227.1 萬 | 0.30% | +845+25.0% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $228.1 萬 | 0.44% | 00.0% | 不變 |
| Fiera Capital Corp | 4,264 | $229.2 萬 | 0.01% | −3,553−45.5% | 減碼 |
| Pittenger & Anderson Inc | 4,268 | $229.5 萬 | 0.11% | +794+22.9% | 加碼 |
| ExodusPoint Capital Management, LP | 4,324 | $232.5 萬 | 0.03% | +1,607+59.1% | 加碼 |
| Virtu Financial LLC | 4,330 | $232.8 萬 | 0.17% | +4,330 | 新進 |
| Keybank National Association | 4,333 | $232.9 萬 | 0.01% | +355+8.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 4,351 | $233.8 萬 | 0.35% | −397−8.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,349 | $233.8 萬 | 0.20% | +1,623+59.5% | 加碼 |
| Kinneret Advisory, LLC | 4,347 | $234.4 萬 | 0.26% | +97+2.3% | 加碼 |
| Azzad Asset Management Inc | 4,361 | $234.5 萬 | 0.34% | +66+1.5% | 加碼 |
| Pathstone Family Office, LLC | 4,166 | $236.8 萬 | 0.06% | −216−4.9% | 減碼 |
| Hoylecohen, LLC | 4,438 | $238.6 萬 | 0.20% | +6+0.1% | 加碼 |
| Moors & Cabot, Inc. | 4,439 | $238.7 萬 | 0.15% | +1,548+53.5% | 加碼 |
| Kingsview Wealth Management, LLC | 4,455 | $239.5 萬 | 0.11% | −325−6.8% | 減碼 |
| Mill Capital Management, LLC | 4,460 | $239.8 萬 | 0.23% | +3,275+276.4% | 加碼 |
| BancorpSouth Bank | 4,498 | $241.9 萬 | 0.30% | −181−3.9% | 減碼 |
| 44 Wealth Management LLC | 4,506 | $242.2 萬 | 0.87% | −341−7.0% | 減碼 |
| GAM Holding AG | 4,528 | $243.4 萬 | 0.12% | −968−17.6% | 減碼 |
| Kempen Capital Management N.V. | 4,551 | $244.7 萬 | 0.07% | +882+24.0% | 加碼 |
| Perigon Wealth Management, LLC | 4,554 | $244.8 萬 | 0.17% | +1,398+44.3% | 加碼 |
| KCM Investment Advisors LLC | 4,562 | $245.3 萬 | 0.09% | −372−7.5% | 減碼 |
| Columbia Trust Co 01012016 | 5,454 | $248.8 萬 | 1.16% | +976+21.8% | 加碼 |
| Terra Nova Asset Management LLC | 4,670 | $251.1 萬 | 2.33% | +45+1.0% | 加碼 |
| Advisor Partners LLC | 4,703 | $252.8 萬 | 0.16% | −148−3.1% | 減碼 |
| Groesbeck Investment Management Corp | 4,713 | $253.4 萬 | 2.84% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 4,761 | $256.0 萬 | 0.10% | −29−0.6% | 減碼 |
| Proficio Capital Partners LLC | 4,790 | $257.5 萬 | 0.38% | +4,312+902.1% | 加碼 |
| Hendley & Co Inc | 4,807 | $258.4 萬 | 0.88% | +65+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,837 | $260.0 萬 | 0.09% | −88−1.8% | 減碼 |
| Symmetry Partners, LLC | 4,889 | $262.8 萬 | 0.17% | 00.0% | 不變 |
| Summit Street Capital Management, LLC | 4,903 | $263.6 萬 | 1.59% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 4,936 | $265.4 萬 | 0.04% | −327−6.2% | 減碼 |
| Palouse Capital Management, Inc. | 4,948 | $266.0 萬 | 1.17% | +1,434+40.8% | 加碼 |
| Alight Capital Management LP | 5,000 | $268.8 萬 | 1.25% | −8,000−61.5% | 減碼 |
| Crown Advisors Management, Inc. | 5,000 | $268.8 萬 | 1.89% | 00.0% | 不變 |
| King Luther Capital Management Corp | 5,017 | $269.7 萬 | 0.01% | +1,185+30.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,078 | $273.0 萬 | 0.02% | +7+0.1% | 加碼 |
| Assenagon Asset Management S.A. | 5,090 | $273.6 萬 | 0.01% | −61,167−92.3% | 減碼 |
| Intrust Bank NA | 5,106 | $274.5 萬 | 0.35% | −291−5.4% | 減碼 |
| Arabesque Asset Management Ltd | 5,126 | $275.6 萬 | 0.96% | −2,531−33.1% | 減碼 |
| Pacifica Partners Inc. | 5,006 | $276.8 萬 | 1.80% | +1,223+32.3% | 加碼 |
| Moore Capital Management, LP | 5,150 | $276.9 萬 | 0.09% | +1,450+39.2% | 加碼 |
| Scotia Capital Inc. | 5,172 | $278.1 萬 | 0.02% | −737−12.5% | 減碼 |
| Virginia Retirement Systems Et Al | 5,200 | $279.6 萬 | 0.03% | −2,800−35.0% | 減碼 |
| Ethic Inc. | 5,201 | $279.6 萬 | 0.19% | −1,239−19.2% | 減碼 |
| CenterBook Partners LP | 5,204 | $279.8 萬 | 1.00% | +4,861+1,417.2% | 加碼 |
| Qube Research & Technologies Ltd | 5,258 | $282.7 萬 | 0.03% | +5,258 | 新進 |
| JustInvest LLC | 5,262 | $282.8 萬 | 0.14% | −492−8.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,274 | $283.3 萬 | 0.19% | +680+14.8% | 加碼 |
| Castellan Group, LLC | 5,387 | $289.6 萬 | 2.01% | +3,717+222.6% | 加碼 |
| Probity Advisors, Inc. | 5,400 | $290.3 萬 | 0.60% | +90+1.7% | 加碼 |
| Trustmark National Bank Trust Department | 5,465 | $293.8 萬 | 0.23% | −3,829−41.2% | 減碼 |
| Malaga Cove Capital, LLC | 5,529 | $297.2 萬 | 1.36% | +12+0.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 5,613 | $301.9 萬 | 0.03% | +35+0.6% | 加碼 |
| United Fire Group Inc | 5,625 | $302.4 萬 | 1.56% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 5,642 | $303.2 萬 | 2.83% | −35−0.6% | 減碼 |
| Donaldson Capital Management, LLC | 5,675 | $305.1 萬 | 0.14% | +1,386+32.3% | 加碼 |
| Alerus Financial NA | 5,739 | $308.5 萬 | 0.26% | −4,525−44.1% | 減碼 |
| Veritable, L.P. | 5,750 | $309.1 萬 | 0.05% | +44+0.8% | 加碼 |
| American Trust Investment Advisors, LLC | 5,764 | $309.9 萬 | 1.59% | −194−3.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,771 | $310.3 萬 | 0.33% | −2,045−26.2% | 減碼 |
| Cresset Asset Management, LLC | 5,769 | $311.0 萬 | 0.03% | −947−14.1% | 減碼 |
| Twin Capital Management Inc | 5,794 | $311.5 萬 | 0.34% | −34−0.6% | 減碼 |
| Stoneridge Investment Partners LLC | 5,829 | $313.4 萬 | 1.47% | +1,985+51.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,820 | $314.2 萬 | 0.18% | +602+11.5% | 加碼 |
| Banque Cantonale Vaudoise | 5,854 | $314.6 萬 | 0.14% | +95+1.6% | 加碼 |
| V Wealth Advisors LLC | 5,855 | $314.8 萬 | 0.50% | +104+1.8% | 加碼 |
| Kingfisher Capital LLC | 5,892 | $316.7 萬 | 0.82% | +2,338+65.8% | 加碼 |
| Bristlecone Advisors, LLC | 5,905 | $317.5 萬 | 0.39% | +10+0.2% | 加碼 |
| Intrepid Family Office LLC | 6,000 | $322.6 萬 | 5.27% | +1,000+20.0% | 加碼 |
| Advent Capital Management | 6,000 | $322.6 萬 | 0.05% | +6,000 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 6,018 | $323.5 萬 | 0.07% | −774−11.4% | 減碼 |
| Valley National Advisers Inc | 6,027 | $324.0 萬 | 0.62% | +2,715+82.0% | 加碼 |
| Strategic Financial Services, Inc, | 6,045 | $325.0 萬 | 0.25% | −225−3.6% | 減碼 |
| Montag A & Associates Inc | 6,065 | $326.1 萬 | 0.17% | −220−3.5% | 減碼 |
| Parallax Volatility Advisers, L.P. | 6,088 | $327.3 萬 | 0.08% | −16,881−73.5% | 減碼 |
| Hennessy Advisors Inc | 6,094 | $327.6 萬 | 0.17% | +6,094 | 新進 |