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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 41,039 | $1,749 萬 | 0.19% | −10,168−19.9% | 減碼 |
| Oak Grove Capital LLC | 40,895 | $1,743 萬 | 5.77% | −3,367−7.6% | 減碼 |
| State of Tennessee, Treasury Department | 40,457 | $1,724 萬 | 0.08% | −46,125−53.3% | 減碼 |
| State of Michigan Retirement System | 40,280 | $1,717 萬 | 0.12% | +1,800+4.7% | 加碼 |
| Braun Stacey Associates Inc | 40,234 | $1,715 萬 | 0.98% | −5,807−12.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,495 | $1,683 萬 | 0.10% | +441+1.1% | 加碼 |
| Guinness Asset Management LTD | 39,095 | $1,666 萬 | 0.66% | −3,440−8.1% | 減碼 |
| Alberta Investment Management Corp | 38,856 | $1,656 萬 | 0.12% | +5,204+15.5% | 加碼 |
| First Republic Investment Management, Inc. | 38,771 | $1,652 萬 | 0.04% | −1,979−4.9% | 減碼 |
| Arizona State Retirement System | 38,271 | $1,631 萬 | 0.16% | −364−0.9% | 減碼 |
| Neville Rodie & Shaw Inc | 38,110 | $1,624 萬 | 1.45% | −629−1.6% | 減碼 |
| McGuire Investment Group, LLC | 37,360 | $1,592 萬 | 3.43% | −126−0.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 37,346 | $1,592 萬 | 0.54% | +37,346 | 新進 |
| Man Group plc | – | $1,586 萬 | 0.07% | – | – |
| Amalgamated Bank | 37,180 | $1,584 萬 | 0.15% | −213−0.6% | 減碼 |
| Handelsbanken Fonder AB | 37,133 | $1,582 萬 | 0.10% | +936+2.6% | 加碼 |
| Capital Group Private Client Services, Inc. | 36,931 | $1,574 萬 | 0.20% | −828−2.2% | 減碼 |
| HighTower Advisors, LLC | 36,881 | $1,572 萬 | 0.04% | −14,747−28.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 36,832 | $1,570 萬 | 1.30% | +1,385+3.9% | 加碼 |
| Baird Financial Group, Inc. | 35,925 | $1,531 萬 | 0.04% | −3,589−9.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 35,675 | $1,521 萬 | 0.03% | −4,546−11.3% | 減碼 |
| Los Angeles Capital Management LLC | 35,108 | $1,496 萬 | 0.07% | −3,626−9.4% | 減碼 |
| Forsta Ap-Fonden | 35,000 | $1,492 萬 | 0.19% | +700+2.0% | 加碼 |
| ING Groep NV | 34,656 | $1,477 萬 | 0.17% | +3,927+12.8% | 加碼 |
| TCW Group Inc | 34,174 | $1,456 萬 | 0.19% | +42+0.1% | 加碼 |
| Coronation Fund Managers Ltd. | 34,119 | $1,454 萬 | 0.81% | −30,197−47.0% | 減碼 |
| Foundry Partners, LLC | 34,025 | $1,450 萬 | 0.87% | −1,229−3.5% | 減碼 |
| Brandywine Global Investment Management, LLC | 34,023 | $1,450 萬 | 0.13% | +34,023 | 新進 |
| Swiss Life Asset Management Ltd | 33,531 | $1,430 萬 | 0.23% | +13,609+68.3% | 加碼 |
| CIBC Asset Management Inc | 32,947 | $1,404 萬 | 0.06% | +3,663+12.5% | 加碼 |
| KBC Group NV | 32,858 | $1,400 萬 | 0.07% | −44,211−57.4% | 減碼 |
| Leuthold Group, LLC | 30,587 | $1,304 萬 | 1.85% | −779−2.5% | 減碼 |
| Squarepoint Ops LLC | 30,093 | $1,282 萬 | 0.12% | −4,112−12.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,068 | $1,281 萬 | 0.16% | −4,100−12.0% | 減碼 |
| Cullen/Frost Bankers, Inc. | 29,895 | $1,274 萬 | 0.29% | +424+1.4% | 加碼 |
| ClariVest Asset Management LLC | 29,841 | $1,272 萬 | 0.55% | −1,400−4.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 29,742 | $1,267 萬 | 0.48% | +1,240+4.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 29,370 | $1,252 萬 | 0.20% | +29,370 | 新進 |
| Burney Co | 29,360 | $1,251 萬 | 0.66% | +4,416+17.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 29,339 | $1,250 萬 | 0.19% | −2,772−8.6% | 減碼 |
| PointState Capital LP | 29,175 | $1,243 萬 | 0.47% | +29,175 | 新進 |
| Shelton Capital Management | 29,162 | $1,243 萬 | 0.56% | 00.0% | 不變 |
| Twin Tree Management, LP | 29,118 | $1,241 萬 | 0.23% | −41,932−59.0% | 減碼 |
| American Century Companies Inc | 28,906 | $1,232 萬 | 0.01% | +4,886+20.3% | 加碼 |
| Harber Asset Management LLC | 28,543 | $1,216 萬 | 3.73% | +7,369+34.8% | 加碼 |
| South Dakota Investment Council | 28,349 | $1,208 萬 | 0.27% | +12,757+81.8% | 加碼 |
| Pinebridge Investments, L.P. | 28,312 | $1,207 萬 | 0.15% | −14,919−34.5% | 減碼 |
| Fifth Third Bancorp | 28,266 | $1,205 萬 | 0.06% | −829−2.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 28,219 | $1,203 萬 | 0.13% | +17,457+162.2% | 加碼 |
| APG Asset Management N.V. | 29,342 | $1,196 萬 | 0.03% | +9,031+44.5% | 加碼 |
| United Services Automobile Association | 26,931 | $1,148 萬 | 0.30% | +5,108+23.4% | 加碼 |
| Westpac Banking Corp | 26,906 | $1,147 萬 | 0.15% | −9,847−26.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 26,666 | $1,136 萬 | 0.25% | −37,810−58.6% | 減碼 |
| Xponance, Inc. | 26,651 | $1,136 萬 | 0.23% | −965−3.5% | 減碼 |
| Millennium Management LLC | 26,364 | $1,124 萬 | 0.01% | −79,700−75.1% | 減碼 |
| CIBC World Markets Corp | 26,337 | $1,122 萬 | 0.11% | +13,821+110.4% | 加碼 |
| Macquarie Group Ltd | 26,271 | $1,120 萬 | 0.01% | −391−1.5% | 減碼 |
| State of Alaska, Department of Revenue | 25,386 | $1,082 萬 | 0.13% | −1,060−4.0% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 27,231 | $1,067 萬 | 1.59% | +2,495+10.1% | 加碼 |
| Bornite Capital Management LP | 25,000 | $1,065 萬 | 3.50% | +25,000 | 新進 |
| Industrial Alliance Investment Management Inc. | 24,923 | $1,062 萬 | 0.30% | +2,150+9.4% | 加碼 |
| Utah Retirement Systems | 24,711 | $1,053 萬 | 0.17% | −354−1.4% | 減碼 |
| Chartwell Investment Partners, LLC | 24,355 | $1,038 萬 | 0.42% | −6,631−21.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 24,215 | $1,032 萬 | 0.59% | +2,743+12.8% | 加碼 |
| IFM Investors Pty Ltd | 24,139 | $1,029 萬 | 0.18% | +1,846+8.3% | 加碼 |
| Cerity Partners LLC | 23,825 | $1,018 萬 | 0.12% | +20,473+610.8% | 加碼 |
| Nissay Asset Management Corp | 23,806 | $1,015 萬 | 0.10% | −4,357−15.5% | 減碼 |
| Group One Trading, L.P. | 23,502 | $1,002 萬 | 0.29% | −13,725−36.9% | 減碼 |
| Amica Mutual Insurance Co | 23,432 | $998.6 萬 | 1.27% | +1,616+7.4% | 加碼 |
| Commonwealth Equity Services, LLC | 23,344 | $994.8 萬 | 0.03% | +2,449+11.7% | 加碼 |
| Rheos Capital Works Inc. | 23,200 | $988.7 萬 | 0.74% | 00.0% | 不變 |
| National Asset Management, Inc. | 23,183 | $988.0 萬 | 0.42% | −1,468−6.0% | 減碼 |
| Yousif Capital Management, LLC | 23,168 | $987.3 萬 | 0.13% | −428−1.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,051 | $984.3 萬 | 0.18% | 00.0% | 不變 |
| Transform Wealth, LLC | 22,994 | $983.3 萬 | 1.46% | −170−0.7% | 減碼 |
| Comerica Bank | 21,989 | $982.7 萬 | 0.08% | −4,027−15.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 22,924 | $976.9 萬 | 0.05% | −153−0.7% | 減碼 |
| M&T Bank Corp | 33,108 | $970.3 萬 | 0.05% | +18,509+126.8% | 加碼 |
| Rockefeller Capital Management L.P. | 22,713 | $967.7 萬 | 0.05% | +3,570+18.6% | 加碼 |
| Great Lakes Advisors, LLC | 22,682 | $966.6 萬 | 0.19% | +15,551+218.1% | 加碼 |
| Mutual of America Capital Management LLC | 22,471 | $957.6 萬 | 0.12% | +144+0.6% | 加碼 |
| Aptus Capital Advisors, LLC | 22,272 | $949.3 萬 | 0.32% | +685+3.2% | 加碼 |
| Assenagon Asset Management S.A. | 22,115 | $942.4 萬 | 0.04% | +17,025+334.5% | 加碼 |
| Mercer Global Advisors Inc | 22,102 | $941.9 萬 | 0.06% | −8,888−28.7% | 減碼 |
| New York Life Investment Management LLC | 21,873 | $932.3 萬 | 0.11% | +21,873 | 新進 |
| Alpine Woods Capital Investors, LLC | 21,825 | $930.1 萬 | 1.16% | +21,825 | 新進 |
| MBB Public Markets I LLC | 21,820 | $929.9 萬 | 0.22% | +21,820 | 新進 |
| Linscomb & Williams, Inc. | 21,642 | $922.3 萬 | 0.53% | +34+0.2% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 21,610 | $921.5 萬 | 0.60% | −4,950−18.6% | 減碼 |
| Tredje AP-fonden | 20,960 | $893.2 萬 | 0.23% | 00.0% | 不變 |
| Liontrust Investment Partners LLP | 20,500 | $873.6 萬 | 0.12% | −500−2.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,197 | $860.7 萬 | 0.09% | +1,532+8.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 20,039 | $854.0 萬 | 0.99% | −2,147−9.7% | 減碼 |
| Sora Investors LLC | 20,000 | $852.3 萬 | 4.09% | −8,000−28.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 19,721 | $840.4 萬 | 0.06% | +3,883+24.5% | 加碼 |
| Parsec Financial Management, Inc. | 19,706 | $839.8 萬 | 0.41% | +5,363+37.4% | 加碼 |
| United Capital Financial Advisers, LLC | 19,457 | $829.2 萬 | 0.05% | +176+0.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 19,421 | $827.6 萬 | 0.06% | +483+2.6% | 加碼 |
| Harvard Management Co Inc | 19,131 | $815.3 萬 | 0.94% | +6,610+52.8% | 加碼 |
| Baker Avenue Asset Management, LP | 19,006 | $809.9 萬 | 0.55% | +6,223+48.7% | 加碼 |