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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 19,675 | $1,058 萬 | 0.04% | +878+4.7% | 加碼 |
| Spire Wealth Management | 19,512 | $1,051 萬 | 0.28% | −1,494−7.1% | 減碼 |
| United Capital Financial Advisers, LLC | 19,281 | $1,037 萬 | 0.05% | −4,702−19.6% | 減碼 |
| Rockefeller Capital Management L.P. | 19,143 | $1,029 萬 | 0.05% | +3,985+26.3% | 加碼 |
| Elemental Capital Partners LLC | 19,070 | $1,025 萬 | 8.78% | +3,545+22.8% | 加碼 |
| Bokf, NA | 18,971 | $1,020 萬 | 0.17% | +3,581+23.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 18,938 | $1,018 萬 | 0.07% | +14,737+350.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,665 | $1,003 萬 | 0.10% | +992+5.6% | 加碼 |
| APG Asset Management N.V. | 20,311 | $981.4 萬 | 0.02% | −3,700−15.4% | 減碼 |
| L & S Advisors Inc | 18,243 | $980.8 萬 | 1.16% | +4,307+30.9% | 加碼 |
| Texas Permanent School Fund | 18,094 | $972.8 萬 | 0.13% | −1,327−6.8% | 減碼 |
| Ensign Peak Advisors, Inc | 18,067 | $971.4 萬 | 0.02% | −5,455−23.2% | 減碼 |
| Illinois Municipal Retirement Fund | 17,822 | $958.1 萬 | 0.28% | +405+2.3% | 加碼 |
| Glenmede Trust Co NA | 17,582 | $945.1 萬 | 0.05% | +5,437+44.8% | 加碼 |
| National Bank of Canada | 17,808 | $940.6 萬 | 0.04% | +11,303+173.8% | 加碼 |
| Palladium Partners LLC | 17,368 | $936.2 萬 | 0.41% | +2,220+14.7% | 加碼 |
| Maple Capital Management, Inc. | 17,359 | $933.3 萬 | 1.10% | +477+2.8% | 加碼 |
| Seizert Capital Partners, LLC | 17,332 | $931.8 萬 | 0.43% | +3,876+28.8% | 加碼 |
| NewEdge Wealth, LLC | 17,041 | $916.1 萬 | 0.41% | +393+2.4% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 16,964 | $912.0 萬 | 1.86% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 16,954 | $911.5 萬 | 0.15% | −2,500−12.9% | 減碼 |
| Achmea Investment Management B.V. | 16,795 | $902.9 萬 | 0.24% | +16,795 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 16,754 | $900.6 萬 | 0.12% | +261+1.6% | 加碼 |
| Cypress Capital, LLC | 16,342 | $878.6 萬 | 1.08% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 15,964 | $858.2 萬 | 0.07% | +21+0.1% | 加碼 |
| People's United Financial, Inc. | 15,952 | $857.6 萬 | 0.24% | +3,388+27.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 15,838 | $851.5 萬 | 0.05% | +2,202+16.1% | 加碼 |
| South Dakota Investment Council | 15,592 | $838.2 萬 | 0.17% | +8,565+121.9% | 加碼 |
| Profund Advisors LLC | 15,545 | $835.7 萬 | 0.35% | −5,313−25.5% | 減碼 |
| FourThought Financial, LLC | 15,430 | $832.3 萬 | 1.05% | +182+1.2% | 加碼 |
| Cable Hill Partners, LLC | 15,435 | $829.8 萬 | 5.45% | +13+0.1% | 加碼 |
| Daiwa Securities Group Inc. | 14,378 | $810.6 萬 | 0.05% | +254+1.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 15,073 | $810.4 萬 | 0.15% | +723+5.0% | 加碼 |
| Lido Advisors, LLC | 15,025 | $807.7 萬 | 0.15% | −14,714−49.5% | 減碼 |
| BTC Capital Management, Inc. | 15,003 | $807.5 萬 | 0.80% | +432+3.0% | 加碼 |
| Advisory Services Network, LLC | 15,019 | $807.4 萬 | 0.24% | −722−4.6% | 減碼 |
| Tiaa, FSB | 14,910 | $794.8 萬 | 0.03% | −18,190−55.0% | 減碼 |
| YHB Investment Advisors, Inc. | 14,770 | $794.1 萬 | 0.70% | −1,438−8.9% | 減碼 |
| M&T Bank Corp | 14,599 | $784.9 萬 | 0.03% | +2,610+21.8% | 加碼 |
| Louisiana State Employees Retirement System | 16,200 | $780.0 萬 | 0.18% | −100−0.6% | 減碼 |
| Norinchukin Bank, The | 14,409 | $774.6 萬 | 0.10% | +1,123+8.5% | 加碼 |
| Parsec Financial Management, Inc. | 14,343 | $771.1 萬 | 0.33% | +5,405+60.5% | 加碼 |
| Socorro Asset Management LP | 14,200 | $763.4 萬 | 2.12% | +1,989+16.3% | 加碼 |
| Hartford Investment Management Co | 13,973 | $751.2 萬 | 0.20% | −1,115−7.4% | 減碼 |
| Vident Investment Advisory, LLC | 13,516 | $727.1 萬 | 0.19% | −200−1.5% | 減碼 |
| Hosking Partners LLP | 13,422 | $721.6 萬 | 0.19% | −285−2.1% | 減碼 |
| Cozad Asset Management Inc | 13,300 | $715.0 萬 | 1.00% | +1,103+9.0% | 加碼 |
| Private Advisor Group, LLC | 13,287 | $714.3 萬 | 0.05% | −1,833−12.1% | 減碼 |
| Baker Ellis Asset Management LLC | 13,270 | $713.4 萬 | 1.28% | +370+2.9% | 加碼 |
| Means Investment Co., Inc. | 13,117 | $705.2 萬 | 1.28% | +480+3.8% | 加碼 |
| PFS Investments Inc. | 12,960 | $696.7 萬 | 0.13% | +962+8.0% | 加碼 |
| Steel Peak Wealth Management LLC | 12,949 | $696.1 萬 | 0.42% | −735−5.4% | 減碼 |
| Conning Inc. | 12,817 | $689.1 萬 | 0.19% | +2,092+19.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,743 | $689.0 萬 | 0.09% | −4,515−26.2% | 減碼 |
| Baker Avenue Asset Management, LP | 12,783 | $687.2 萬 | 0.37% | +147+1.2% | 加碼 |
| Westfield Capital Management Co LP | 12,675 | $681.4 萬 | 0.04% | −270−2.1% | 減碼 |
| Impax Asset Management Group plc | 12,542 | $674.3 萬 | 0.03% | −29−0.2% | 減碼 |
| Harvard Management Co Inc | 12,521 | $673.1 萬 | 0.68% | 00.0% | 不變 |
| CIBC World Markets Corp | 12,516 | $672.9 萬 | 0.05% | +4,416+54.5% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 12,197 | $655.7 萬 | 0.13% | +9,497+351.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,104 | $650.7 萬 | 0.25% | −14,545−54.6% | 減碼 |
| Terry L. Blaker | 12,057 | $648.2 萬 | 0.53% | +540+4.7% | 加碼 |
| Securian Asset Management, Inc | 11,928 | $641.3 萬 | 0.13% | −243−2.0% | 減碼 |
| LMCG Investments, LLC | 11,853 | $637.2 萬 | 0.37% | +11,853 | 新進 |
| Gateway Investment Advisers LLC | 11,847 | $636.9 萬 | 0.06% | −415−3.4% | 減碼 |
| Martingale Asset Management L P | 11,677 | $627.9 萬 | 0.09% | +3,142+36.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,657 | $626.7 萬 | 2.95% | −3,217−21.6% | 減碼 |
| Cetera Investment Advisers | 11,651 | $626.4 萬 | 0.09% | +1,307+12.6% | 加碼 |
| Guinness Atkinson Asset Management Inc | 11,609 | $624.1 萬 | 3.00% | −233−2.0% | 減碼 |
| Assetmark, Inc | 11,568 | $621.9 萬 | 0.03% | +2,928+33.9% | 加碼 |
| Ziegler Capital Management, LLC | 11,458 | $616.0 萬 | 0.26% | −179−1.5% | 減碼 |
| Financial Counselors Inc | 11,424 | $614.2 萬 | 0.13% | +589+5.4% | 加碼 |
| AE Wealth Management LLC | 11,400 | $612.9 萬 | 0.04% | +2,175+23.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,484 | $610.1 萬 | 0.34% | −78−0.9% | 減碼 |
| Fiduciary Trust Co | 11,238 | $604.1 萬 | 0.11% | +532+5.0% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 10,934 | $599.8 萬 | 0.81% | +5,117+88.0% | 加碼 |
| Shell Asset Management Co | 11,152 | $599.5 萬 | 0.14% | −311−2.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 11,074 | $595.3 萬 | 0.17% | +447+4.2% | 加碼 |
| Horizon Investment Services, LLC | 10,962 | $589.4 萬 | 3.09% | −2,085−16.0% | 減碼 |
| Bridgeway Capital Management, LLC | 10,950 | $588.7 萬 | 0.11% | 00.0% | 不變 |
| Winmill & Co. Inc | 10,900 | $586.0 萬 | 1.78% | +10,900 | 新進 |
| Systematic Alpha Investments, LLC | 10,889 | $585.4 萬 | 0.29% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 10,886 | $585.2 萬 | 0.16% | +89+0.8% | 加碼 |
| Pallas Capital Advisors LLC | 12,828 | $585.2 萬 | 0.75% | +886+7.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,823 | $581.9 萬 | 0.03% | −1,149−9.6% | 減碼 |
| Sitrin Capital Management LLC | 10,785 | $579.8 萬 | 2.91% | +32+0.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,762 | $578.6 萬 | 0.06% | +5,930+122.7% | 加碼 |
| Nicholas Investment Partners, LP | 10,717 | $576.2 萬 | 0.41% | −3,115−22.5% | 減碼 |
| Violich Capital Management, Inc. | 10,620 | $570.9 萬 | 0.84% | +20+0.2% | 加碼 |
| Bank of the West | 10,600 | $569.9 萬 | 0.59% | −3,135−22.8% | 減碼 |
| Baldwin Investment Management, LLC | 10,538 | $566.5 萬 | 1.58% | +198+1.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 10,523 | $566.2 萬 | 0.09% | +10,523 | 新進 |
| Knights of Columbus Asset Advisors LLC | 10,448 | $561.7 萬 | 0.48% | +207+2.0% | 加碼 |
| Covington Investment Advisors Inc. | 10,395 | $558.8 萬 | 1.17% | +10,395 | 新進 |
| Gotham Asset Management, LLC | 10,263 | $551.7 萬 | 0.17% | +6,427+167.5% | 加碼 |
| MML Investors Services, LLC | 10,257 | $551.4 萬 | 0.04% | +59+0.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $549.7 萬 | 0.74% | 00.0% | 不變 |
| Capital Fund Management S.A. | 10,151 | $545.7 萬 | 0.15% | +10,151 | 新進 |
| Carderock Capital Management Inc | 10,135 | $544.9 萬 | 1.76% | +5,639+125.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 10,072 | $541.5 萬 | 0.05% | −438−4.2% | 減碼 |