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 2 季 13F 持有人
Lam Research Corp 在 2022/6/30 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
- 1,310
- 較 2022 年第 1 季 −58 家
- 持有股數
- 1.12 億
- 較 2022 年第 1 季 +42.4 萬 (+0.4%)
- 總市值
- $478.8 億
- 較 2022 年第 1 季 −$121.2 億 (−20.2%)
- 新進機構
- 98
- 另有 557 家加碼
- 清倉機構
- 156
- 另有 462 家減碼
另有 23 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,643,962 | $49.6 億 | 0.14% | +72,564+0.6% | 加碼 |
| BlackRock Inc. | 11,037,156 | $47.0 億 | 0.15% | −247,852−2.2% | 減碼 |
| State Street Corp | 5,637,614 | $24.1 億 | 0.14% | −206,418−3.5% | 減碼 |
| Ameriprise Financial Inc | 5,466,494 | $23.3 億 | 0.81% | +9100.0% | 加碼 |
| FMR LLC | 5,097,845 | $21.7 億 | 0.22% | −701,029−12.1% | 減碼 |
| JPMorgan Chase & Co | 4,421,808 | $18.8 億 | 0.28% | +185,385+4.4% | 加碼 |
| Janus Henderson Group PLC | 2,749,651 | $11.7 億 | 0.81% | −199,315−6.8% | 減碼 |
| Geode Capital Management, LLC | 2,558,916 | $10.9 億 | 0.16% | +51,481+2.1% | 加碼 |
| Fisher Asset Management, LLC | 1,992,889 | $8.49 億 | 0.60% | +90,367+4.7% | 加碼 |
| Sands Capital Management, LLC | 1,877,199 | $8.00 億 | 2.77% | +564,607+43.0% | 加碼 |
| Nuveen Asset Management, LLC | 1,680,378 | $7.16 億 | 0.28% | −5,005−0.3% | 減碼 |
| Bank of New York Mellon Corp | 1,615,779 | $6.89 億 | 0.16% | +5,129+0.3% | 加碼 |
| Northern Trust Corp | 1,557,623 | $6.64 億 | 0.14% | −67,671−4.2% | 減碼 |
| Norges Bank | 1,390,547 | $5.93 億 | 0.15% | +30,546+2.2% | 加碼 |
| Massachusetts Financial Services Co | 1,302,975 | $5.55 億 | 0.19% | −140,773−9.8% | 減碼 |
| Bank of America Corp | 1,288,506 | $5.49 億 | 0.07% | +219,614+20.5% | 加碼 |
| Morgan Stanley | 1,230,651 | $5.24 億 | 0.07% | +556,057+82.4% | 加碼 |
| Price T Rowe Associates Inc | 1,224,808 | $5.22 億 | 0.07% | +949,749+345.3% | 加碼 |
| Invesco Ltd. | 1,196,403 | $5.10 億 | 0.15% | +277,307+30.2% | 加碼 |
| Amundi | 1,211,060 | $5.09 億 | 0.41% | +42,874+3.7% | 加碼 |
| Franklin Resources Inc | 1,176,862 | $5.02 億 | 0.25% | −11,100−0.9% | 減碼 |
| Allianz Asset Management GmbH | 1,163,760 | $4.96 億 | 0.50% | −119,327−9.3% | 減碼 |
| Alkeon Capital Management LLC | 1,110,390 | $4.73 億 | 2.84% | +191,294+20.8% | 加碼 |
| Legal & General Group Plc | 1,094,562 | $4.66 億 | 0.17% | −12,602−1.1% | 減碼 |
| Van Eck Associates Corp | 1,073,482 | $4.57 億 | 1.21% | +119,608+12.5% | 加碼 |
| Goldman Sachs Group Inc | 1,052,230 | $4.48 億 | 0.13% | −72,116−6.4% | 減碼 |
| UBS Asset Management Americas Inc | 934,460 | $3.98 億 | 0.21% | −38,725−4.0% | 減碼 |
| Pictet Asset Management SA | 876,836 | $3.74 億 | 0.52% | +6,836+0.8% | 加碼 |
| Wells Fargo & Company | 872,779 | $3.72 億 | 0.12% | −64,615−6.9% | 減碼 |
| Artisan Partners Limited Partnership | 841,514 | $3.59 億 | 0.61% | +841,514 | 新進 |
| WCM Investment Management, LLC | 760,780 | $3.25 億 | 1.17% | −28,664−3.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 752,008 | $3.20 億 | 1.74% | −6,707−0.9% | 減碼 |
| Nordea Investment Management AB | 767,001 | $3.19 億 | 0.47% | +2,578+0.3% | 加碼 |
| Charles Schwab Investment Management Inc | 718,837 | $3.06 億 | 0.11% | +4,235+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 704,282 | $3.00 億 | 0.11% | +14,566+2.1% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 694,026 | $2.96 億 | 1.35% | +694,026 | 新進 |
| Vulcan Value Partners, LLC | 678,185 | $2.89 億 | 2.83% | −179,054−20.9% | 減碼 |
| Maj Invest Holding A/S | 667,920 | $2.85 億 | 6.41% | −2,751−0.4% | 減碼 |
| UBS Group AG | 655,806 | $2.79 億 | 0.14% | +132,958+25.4% | 加碼 |
| Swiss National Bank | 605,032 | $2.58 億 | 0.17% | −4,800−0.8% | 減碼 |
| Aspex Management (HK) Ltd | 580,000 | $2.47 億 | 6.24% | +510,000+728.6% | 加碼 |
| First Trust Advisors LP | 577,183 | $2.46 億 | 0.30% | −28,037−4.6% | 減碼 |
| Capital Research Global Investors | 561,663 | $2.39 億 | 0.07% | +231,868+70.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 473,490 | $2.02 億 | 0.16% | −16,736−3.4% | 減碼 |
| Royal Bank of Canada | 466,362 | $1.99 億 | 0.06% | −39,048−7.7% | 減碼 |
| Theleme Partners LLP | 463,000 | $1.97 億 | 7.91% | 00.0% | 不變 |
| Capital International Investors | 454,450 | $1.94 億 | 0.05% | +1,700+0.4% | 加碼 |
| Victory Capital Management Inc | 423,152 | $1.80 億 | 0.21% | −20,941−4.7% | 減碼 |
| Boston Partners | 393,884 | $1.69 億 | 0.24% | +116,452+42.0% | 加碼 |
| Deutsche Bank AG | 383,912 | $1.64 億 | 0.09% | −42,316−9.9% | 減碼 |
| Citigroup Inc | 376,204 | $1.60 億 | 0.21% | +48,340+14.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 333,735 | $1.42 億 | 0.14% | +1,306+0.4% | 加碼 |
| Barclays PLC | 328,823 | $1.40 億 | 0.16% | −148,850−31.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 316,605 | $1.33 億 | 0.39% | +45,750+16.9% | 加碼 |
| Swedbank AB | 297,253 | $1.27 億 | 0.29% | −231−0.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 286,770 | $1.22 億 | 0.28% | −91,700−24.2% | 減碼 |
| Oaktop Capital Management II, L.P. | 285,246 | $1.22 億 | 22.00% | 00.0% | 不變 |
| California Public Employees Retirement System | 274,252 | $1.17 億 | 0.11% | −14,770−5.1% | 減碼 |
| Rafferty Asset Management, LLC | 260,587 | $1.11 億 | 1.02% | −62,908−19.4% | 減碼 |
| Credit Suisse AG | 254,450 | $1.08 億 | 0.11% | +6,734+2.7% | 加碼 |
| New York State Common Retirement Fund | 254,074 | $1.08 億 | 0.14% | −5,395−2.1% | 減碼 |
| Rhumbline Advisers | 253,879 | $1.08 億 | 0.16% | +7,962+3.2% | 加碼 |
| AQR Capital Management LLC | 250,261 | $1.04 億 | 0.24% | −63,320−20.2% | 減碼 |
| Principal Financial Group Inc | 241,726 | $1.03 億 | 0.08% | −7,845−3.1% | 減碼 |
| California State Teachers Retirement System | 236,340 | $1.01 億 | 0.16% | −2,465−1.0% | 減碼 |
| Agf Investments Inc. | 236,225 | $1.01 億 | 0.89% | +4,391+1.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 224,309 | $9,559 萬 | 0.24% | +36,108+19.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 224,008 | $9,546 萬 | 0.22% | −84,063−27.3% | 減碼 |
| Ninety One UK Ltd | 223,851 | $9,539 萬 | 0.28% | −2,370−1.0% | 減碼 |
| National Pension Service | 223,335 | $9,517 萬 | 0.20% | +16,221+7.8% | 加碼 |
| Mackenzie Financial Corp | 219,727 | $9,364 萬 | 0.15% | −13,553−5.8% | 減碼 |
| Pendal Group Limited | 217,364 | $9,263 萬 | 0.92% | −5,788−2.6% | 減碼 |
| Fred Alger Management, LLC | 217,141 | $9,254 萬 | 0.43% | −56,482−20.6% | 減碼 |
| Capital World Investors | 214,153 | $9,126 萬 | 0.02% | −248,062−53.7% | 減碼 |
| HSBC Holdings PLC | 209,654 | $8,967 萬 | 0.14% | +30,619+17.1% | 加碼 |
| Eaton Vance Management | 197,420 | $8,413 萬 | 0.12% | +10,078+5.4% | 加碼 |
| Alliancebernstein L.P. | 196,858 | $8,389 萬 | 0.04% | −20,083−9.3% | 減碼 |
| ProShare Advisors LLC | 187,549 | $7,992 萬 | 0.27% | −89,721−32.4% | 減碼 |
| William Blair Investment Management, LLC | 185,506 | $7,905 萬 | 0.29% | +19,478+11.7% | 加碼 |
| Federated Hermes, Inc. | 182,148 | $7,762 萬 | 0.21% | +9,627+5.6% | 加碼 |
| State of Wisconsin Investment Board | 179,268 | $7,640 萬 | 0.20% | −11,922−6.2% | 減碼 |
| Envestnet Asset Management Inc | 178,843 | $7,621 萬 | 0.04% | −2,295−1.3% | 減碼 |
| Schroder Investment Management Group | 177,725 | $7,590 萬 | 0.12% | +23,707+15.4% | 加碼 |
| Captrust Financial Advisors | 173,681 | $7,427 萬 | 0.48% | +17,798+11.4% | 加碼 |
| Bank of Montreal | 160,268 | $7,293 萬 | 0.05% | −18,481−10.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 170,039 | $7,246 萬 | 1.81% | +29,946+21.4% | 加碼 |
| Susquehanna International Group, LLP | 163,216 | $6,956 萬 | 0.15% | −71,805−30.6% | 減碼 |
| New York State Teachers Retirement System | 161,287 | $6,873 萬 | 0.17% | −1,885−1.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 159,856 | $6,812 萬 | 0.16% | −11,306−6.6% | 減碼 |
| Bessemer Group Inc | 155,524 | $6,628 萬 | 0.17% | −32,250−17.2% | 減碼 |
| Epoch Investment Partners, Inc. | 152,732 | $6,509 萬 | 0.38% | +2,818+1.9% | 加碼 |
| Avalon Investment & Advisory | 151,607 | $6,461 萬 | 1.82% | −635−0.4% | 減碼 |
| Canada Pension Plan Investment Board | 150,010 | $6,393 萬 | 0.11% | −239,200−61.5% | 減碼 |
| 1832 Asset Management L.P. | 146,425 | $6,240 萬 | 0.13% | +2,478+1.7% | 加碼 |
| Jennison Associates LLC | 145,507 | $6,201 萬 | 0.06% | −57,132−28.2% | 減碼 |
| Nomura Asset Management Co Ltd | 141,968 | $6,050 萬 | 0.38% | +3,994+2.9% | 加碼 |
| Heard Capital LLC | 140,570 | $5,990 萬 | 6.64% | +15,047+12.0% | 加碼 |
| Wellington Management Group LLP | 140,094 | $5,970 萬 | 0.01% | −352,146−71.5% | 減碼 |
| M&G Investment Management Ltd | 139,680 | $5,950 萬 | 0.43% | +3,827+2.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 138,666 | $5,909 萬 | 0.15% | +8,078+6.2% | 加碼 |