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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 46,220 | $2,485 萬 | 0.09% | −432−0.9% | 減碼 |
| USS Investment Management Ltd | 46,074 | $2,476 萬 | 0.21% | +2,113+4.8% | 加碼 |
| Braun Stacey Associates Inc | 46,041 | $2,475 萬 | 1.03% | −6,985−13.2% | 減碼 |
| Natixis Advisors, L.P. | 45,113 | $2,425 萬 | 0.09% | +2,330+5.4% | 加碼 |
| MetLife Investment Management | 44,277 | $2,380 萬 | 0.15% | +13,167+42.3% | 加碼 |
| Oak Grove Capital LLC | 44,262 | $2,380 萬 | 5.04% | +3,528+8.7% | 加碼 |
| Colony Group LLC | 44,081 | $2,370 萬 | 0.35% | +6,142+16.2% | 加碼 |
| Capitolis Advisors LLC | 43,652 | $2,347 萬 | 1.18% | −294,706−87.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 43,549 | $2,341 萬 | 0.03% | −1,279−2.9% | 減碼 |
| Pinebridge Investments, L.P. | 43,231 | $2,324 萬 | 0.25% | +12,171+39.2% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 42,600 | $2,290 萬 | 0.91% | 00.0% | 不變 |
| Guinness Asset Management LTD | 42,535 | $2,287 萬 | 0.85% | +936+2.3% | 加碼 |
| Janney Montgomery Scott LLC | 42,327 | $2,276 萬 | 0.10% | −4,174−9.0% | 減碼 |
| Aviva PLC | 42,196 | $2,269 萬 | 0.11% | −2,933−6.5% | 減碼 |
| Wolverine Trading, LLC | 41,196 | $2,260 萬 | 0.67% | −74,116−64.3% | 減碼 |
| Creative Planning | 41,549 | $2,234 萬 | 0.03% | +32,917+381.3% | 加碼 |
| First Republic Investment Management, Inc. | 40,750 | $2,191 萬 | 0.05% | −857−2.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 40,687 | $2,187 萬 | 0.13% | −9,624−19.1% | 減碼 |
| Clark Capital Management Group, Inc. | 40,434 | $2,174 萬 | 0.24% | −10,552−20.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 40,221 | $2,163 萬 | 0.04% | −3,085−7.1% | 減碼 |
| Baird Financial Group, Inc. | 39,514 | $2,124 萬 | 0.05% | +4,090+11.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,054 | $2,100 萬 | 0.10% | +1,853+5.0% | 加碼 |
| Los Angeles Capital Management LLC | 38,734 | $2,082 萬 | 0.08% | −352−0.9% | 減碼 |
| Arizona State Retirement System | 38,635 | $2,077 萬 | 0.17% | −244−0.6% | 減碼 |
| State of Michigan Retirement System | 38,480 | $2,069 萬 | 0.12% | −289−0.7% | 減碼 |
| Railway Pension Investments Ltd | 37,900 | $2,038 萬 | 0.16% | −1,400−3.6% | 減碼 |
| Neville Rodie & Shaw Inc | 38,739 | $2,036 萬 | 1.51% | −117−0.3% | 減碼 |
| Capital Group Private Client Services, Inc. | 37,759 | $2,030 萬 | 0.22% | −910−2.4% | 減碼 |
| McGuire Investment Group, LLC | 37,486 | $2,015 萬 | 3.70% | −251−0.7% | 減碼 |
| Amalgamated Bank | 37,393 | $2,010 萬 | 0.16% | +1,595+4.5% | 加碼 |
| Amalgamated Financial Corp. | 37,393 | $2,010 萬 | 0.16% | +37,393 | 新進 |
| Group One Trading, L.P. | 37,227 | $2,001 萬 | 0.44% | −54,379−59.4% | 減碼 |
| Jane Street Group, LLC | 36,981 | $1,988 萬 | 0.04% | −33,859−47.8% | 減碼 |
| Westpac Banking Corp | 36,753 | $1,976 萬 | 0.23% | −708−1.9% | 減碼 |
| Handelsbanken Fonder AB | 36,197 | $1,946 萬 | 0.11% | −1,638−4.3% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 35,447 | $1,906 萬 | 1.38% | +508+1.5% | 加碼 |
| Foundry Partners, LLC | 35,254 | $1,895 萬 | 0.97% | −677−1.9% | 減碼 |
| Forsta Ap-Fonden | 34,300 | $1,844 萬 | 0.21% | −1,100−3.1% | 減碼 |
| Squarepoint Ops LLC | 34,205 | $1,839 萬 | 0.14% | +30,206+755.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,168 | $1,837 萬 | 0.18% | −600−1.7% | 減碼 |
| TCW Group Inc | 34,132 | $1,835 萬 | 0.18% | +50.0% | 加碼 |
| Bridgewater Associates, LP | 33,774 | $1,816 萬 | 0.07% | +33,774 | 新進 |
| Alberta Investment Management Corp | 33,652 | $1,809 萬 | 0.10% | −2,679−7.4% | 減碼 |
| Meritage Portfolio Management | 33,360 | $1,794 萬 | 1.11% | −289−0.9% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 33,016 | $1,775 萬 | 0.02% | +6,685+25.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 32,111 | $1,726 萬 | 0.18% | −50.0% | 減碼 |
| Simplex Trading, LLC | 31,656 | $1,702 萬 | 0.54% | −1,243−3.8% | 減碼 |
| Leuthold Group, LLC | 31,366 | $1,686 萬 | 2.16% | −110−0.3% | 減碼 |
| ClariVest Asset Management LLC | 31,241 | $1,680 萬 | 0.66% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 30,990 | $1,666 萬 | 0.10% | +602+2.0% | 加碼 |
| Chartwell Investment Partners, LLC | 30,986 | $1,666 萬 | 0.55% | +1,768+6.1% | 加碼 |
| ING Groep NV | 30,729 | $1,652 萬 | 0.17% | +5,771+23.1% | 加碼 |
| Clough Capital Partners L P | 29,728 | $1,598 萬 | 1.22% | −33,582−53.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 29,471 | $1,585 萬 | 0.31% | +431+1.5% | 加碼 |
| CIBC Asset Management Inc | 29,284 | $1,574 萬 | 0.06% | −15,595−34.7% | 減碼 |
| Shelton Capital Management | 29,162 | $1,568 萬 | 0.58% | +154+0.5% | 加碼 |
| Fifth Third Bancorp | 29,095 | $1,564 萬 | 0.06% | +759+2.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 28,502 | $1,531 萬 | 0.49% | −2,401−7.8% | 減碼 |
| Nissay Asset Management Corp | 28,163 | $1,514 萬 | 0.13% | +10,932+63.4% | 加碼 |
| Sora Investors LLC | 28,000 | $1,505 萬 | 6.98% | +888+3.3% | 加碼 |
| Walleye Trading LLC | 27,924 | $1,501 萬 | 0.31% | +27,924 | 新進 |
| Xponance, Inc. | 27,616 | $1,485 萬 | 0.25% | +267+1.0% | 加碼 |
| CCM Investment Advisers LLC | 26,960 | $1,449 萬 | 1.98% | −825−3.0% | 減碼 |
| Macquarie Group Ltd | 26,662 | $1,433 萬 | 0.01% | +480+1.8% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 26,560 | $1,429 萬 | 0.76% | +2,630+11.0% | 加碼 |
| State of Alaska, Department of Revenue | 26,446 | $1,422 萬 | 0.15% | −1,225−4.4% | 減碼 |
| DnB Asset Management AS | 25,875 | $1,391 萬 | 0.08% | −7,630−22.8% | 減碼 |
| Engineers Gate Manager LP | 25,731 | $1,383 萬 | 0.54% | +25,731 | 新進 |
| Utah Retirement Systems | 25,065 | $1,348 萬 | 0.18% | −500−2.0% | 減碼 |
| Burney Co | 24,944 | $1,341 萬 | 0.62% | −2,922−10.5% | 減碼 |
| National Asset Management, Inc. | 24,651 | $1,325 萬 | 0.43% | −12,260−33.2% | 減碼 |
| American Century Companies Inc | 24,020 | $1,291 萬 | 0.01% | −9,169−27.6% | 減碼 |
| Yousif Capital Management, LLC | 23,596 | $1,269 萬 | 0.14% | −464−1.9% | 減碼 |
| Comerica Bank | 26,016 | $1,253 萬 | 0.09% | −365−1.4% | 減碼 |
| Optiver Holding B.V. | 23,295 | $1,252 萬 | 0.01% | +23,223+32,254.2% | 加碼 |
| Pacer Advisors, Inc. | 23,277 | $1,251 萬 | 0.10% | +3,137+15.6% | 加碼 |
| Rheos Capital Works Inc. | 23,200 | $1,247 萬 | 0.60% | 00.0% | 不變 |
| Transform Wealth, LLC | 23,164 | $1,245 萬 | 1.40% | +197+0.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 23,077 | $1,241 萬 | 0.06% | −944−3.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,051 | $1,239 萬 | 0.19% | 00.0% | 不變 |
| Foster Victor Wealth Advisors, LLC | 24,736 | $1,232 萬 | 1.69% | +1,552+6.7% | 加碼 |
| Industrial Alliance Investment Management Inc. | 22,773 | $1,223 萬 | 0.29% | −75−0.3% | 減碼 |
| Gabelli Funds LLC | 22,500 | $1,210 萬 | 0.08% | −380−1.7% | 減碼 |
| Mutual of America Capital Management LLC | 22,327 | $1,200 萬 | 0.13% | +24+0.1% | 加碼 |
| IFM Investors Pty Ltd | 22,293 | $1,199 萬 | 0.19% | +3,220+16.9% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 22,186 | $1,193 萬 | 1.09% | +3,144+16.5% | 加碼 |
| United Services Automobile Association | 21,823 | $1,173 萬 | 0.22% | 00.0% | 不變 |
| Amica Mutual Insurance Co | 21,816 | $1,173 萬 | 1.38% | +2,850+15.0% | 加碼 |
| British Columbia Investment Management Corp | 21,737 | $1,169 萬 | 0.07% | −3,220−12.9% | 減碼 |
| Linscomb & Williams, Inc. | 21,608 | $1,162 萬 | 0.56% | +166+0.8% | 加碼 |
| Aptus Capital Advisors, LLC | 21,587 | $1,161 萬 | 0.36% | +3,817+21.5% | 加碼 |
| Zacks Investment Management | 21,496 | $1,156 萬 | 0.16% | +1,794+9.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 21,472 | $1,154 萬 | 0.58% | −5,710−21.0% | 減碼 |
| Harber Asset Management LLC | 21,174 | $1,138 萬 | 2.91% | −5,424−20.4% | 減碼 |
| Liontrust Investment Partners LLP | 21,000 | $1,129 萬 | 0.15% | +4,500+27.3% | 加碼 |
| Tredje AP-fonden | 20,960 | $1,127 萬 | 0.23% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 20,895 | $1,123 萬 | 0.03% | −1,904−8.4% | 減碼 |
| James Investment Research Inc | 20,815 | $1,119 萬 | 1.17% | −2,967−12.5% | 減碼 |
| Mackay Shields LLC | 20,113 | $1,081 萬 | 0.10% | −980−4.6% | 減碼 |
| Swiss Life Asset Management Ltd | 19,922 | $1,071 萬 | 0.15% | +187+0.9% | 加碼 |