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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 18,973 | $808.5 萬 | 0.03% | −702−3.6% | 減碼 |
| Vident Investment Advisory, LLC | 18,963 | $807.6 萬 | 0.24% | +5,447+40.3% | 加碼 |
| Elemental Capital Partners LLC | 18,730 | $798.2 萬 | 10.40% | −340−1.8% | 減碼 |
| Bokf, NA | 18,708 | $797.3 萬 | 0.15% | −263−1.4% | 減碼 |
| Railway Pension Investments Ltd | 18,500 | $788.4 萬 | 0.08% | −19,400−51.2% | 減碼 |
| Texas Permanent School Fund | 18,322 | $780.8 萬 | 0.12% | +228+1.3% | 加碼 |
| FourThought Financial, LLC | 18,249 | $777.7 萬 | 1.14% | +2,819+18.3% | 加碼 |
| Green Alpha Advisors, LLC | 18,231 | $776.9 萬 | 1.78% | +14,979+460.6% | 加碼 |
| Capula Management Ltd | 17,823 | $759.5 萬 | 1.07% | +17,823 | 新進 |
| NewEdge Wealth, LLC | 17,618 | $750.8 萬 | 0.34% | +577+3.4% | 加碼 |
| Glenmede Trust Co NA | 17,537 | $747.2 萬 | 0.04% | −45−0.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 17,465 | $744.4 萬 | 0.12% | +711+4.2% | 加碼 |
| Gotham Asset Management, LLC | 17,256 | $735.4 萬 | 0.24% | +6,993+68.1% | 加碼 |
| Seizert Capital Partners, LLC | 17,006 | $724.7 萬 | 0.38% | −326−1.9% | 減碼 |
| Cornerstone Advisors, LLC | 17,000 | $724.5 萬 | 0.38% | +9,000+112.5% | 加碼 |
| Louisiana State Employees Retirement System | 16,200 | $724.0 萬 | 0.19% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 16,946 | $722.2 萬 | 1.74% | −18−0.1% | 減碼 |
| Optiver Holding B.V. | 16,768 | $714.8 萬 | 0.01% | −6,527−28.0% | 減碼 |
| PEAK6 Investments LLC | 15,512 | $712.7 萬 | 0.16% | +15,508+387,700.0% | 加碼 |
| Cypress Capital, LLC | 16,342 | $696.4 萬 | 0.99% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 16,317 | $695.3 萬 | 0.22% | −478−2.8% | 減碼 |
| James Investment Research Inc | 16,299 | $694.6 萬 | 0.93% | −4,516−21.7% | 減碼 |
| British Columbia Investment Management Corp | 16,183 | $689.6 萬 | 0.07% | −5,554−25.6% | 減碼 |
| Marco Investment Management LLC | 16,039 | $683.5 萬 | 0.80% | +6,000+59.8% | 加碼 |
| BTC Capital Management, Inc. | 16,003 | $680.3 萬 | 0.83% | +1,000+6.7% | 加碼 |
| Banque Pictet & Cie SA | 15,716 | $669.7 萬 | 0.07% | −248−1.6% | 減碼 |
| Hillman Capital Management, Inc. | 15,688 | $668.6 萬 | 2.43% | +15,688 | 新進 |
| Daiwa Securities Group Inc. | 14,742 | $659.9 萬 | 0.05% | +364+2.5% | 加碼 |
| Cable Hill Partners, LLC | 15,187 | $647.2 萬 | 1.62% | −248−1.6% | 減碼 |
| Advisory Services Network, LLC | 15,173 | $646.6 萬 | 0.22% | +154+1.0% | 加碼 |
| Lido Advisors, LLC | 15,105 | $643.7 萬 | 0.14% | +80+0.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 15,098 | $643.3 萬 | 0.01% | −28,451−65.3% | 減碼 |
| Distillate Capital Partners LLC | 15,020 | $640.0 萬 | 0.91% | +5,016+50.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 14,954 | $637.3 萬 | 0.14% | −2,000−11.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 14,949 | $637.0 萬 | 0.14% | −124−0.8% | 減碼 |
| Illinois Municipal Retirement Fund | 14,788 | $630.2 萬 | 0.15% | −3,034−17.0% | 減碼 |
| Cozad Asset Management Inc | 14,775 | $629.6 萬 | 0.98% | +1,475+11.1% | 加碼 |
| YHB Investment Advisors, Inc. | 14,707 | $626.7 萬 | 0.66% | −63−0.4% | 減碼 |
| Ensign Peak Advisors, Inc | 14,449 | $615.8 萬 | 0.01% | −3,618−20.0% | 減碼 |
| Andra AP-fonden | 14,300 | $609.4 萬 | 0.17% | +14,300 | 新進 |
| Pallas Capital Advisors LLC | 13,073 | $606.6 萬 | 0.83% | +245+1.9% | 加碼 |
| PFS Investments Inc. | 14,190 | $604.7 萬 | 0.12% | +1,230+9.5% | 加碼 |
| Hartford Investment Management Co | 14,076 | $599.8 萬 | 0.18% | +103+0.7% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 13,869 | $592.3 萬 | 1.08% | +2,935+26.8% | 加碼 |
| Assetmark, Inc | 13,787 | $587.5 萬 | 0.03% | +2,219+19.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,778 | $587.1 萬 | 0.52% | +11,956+656.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,738 | $586.3 萬 | 0.09% | +995+7.8% | 加碼 |
| Baker Ellis Asset Management LLC | 13,614 | $580.2 萬 | 1.21% | +344+2.6% | 加碼 |
| Socorro Asset Management LP | 13,507 | $575.6 萬 | 2.05% | −693−4.9% | 減碼 |
| Means Investment Co., Inc. | 13,427 | $572.2 萬 | 1.21% | +310+2.4% | 加碼 |
| Public Sector Pension Investment Board | 13,343 | $568.6 萬 | 0.05% | −34,231−72.0% | 減碼 |
| Spire Wealth Management | 13,342 | $568.6 萬 | 0.23% | −6,170−31.6% | 減碼 |
| Conning Inc. | 13,286 | $566.2 萬 | 0.17% | +469+3.7% | 加碼 |
| Martingale Asset Management L P | 13,069 | $557.0 萬 | 0.10% | +1,392+11.9% | 加碼 |
| Valley National Advisers Inc | 13,279 | $550.9 萬 | 1.16% | +7,252+120.3% | 加碼 |
| Terry L. Blaker | 12,903 | $549.8 萬 | 0.54% | +846+7.0% | 加碼 |
| Impax Asset Management Group plc | 12,702 | $541.3 萬 | 0.03% | +160+1.3% | 加碼 |
| LMCG Investments, LLC | 12,632 | $538.3 萬 | 0.37% | +779+6.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,623 | $537.9 萬 | 0.03% | +1,800+16.6% | 加碼 |
| Profund Advisors LLC | 12,584 | $536.3 萬 | 0.34% | −2,961−19.0% | 減碼 |
| Wolverine Trading, LLC | 12,364 | $528.0 萬 | 0.17% | −28,832−70.0% | 減碼 |
| Gateway Investment Advisers LLC | 12,286 | $523.6 萬 | 0.06% | +439+3.7% | 加碼 |
| AE Wealth Management LLC | 12,172 | $518.7 萬 | 0.04% | +772+6.8% | 加碼 |
| Oasis Management Co Ltd. | 12,000 | $511.4 萬 | 0.93% | +12,000 | 新進 |
| Harbor Capital Advisors, Inc. | 11,856 | $505.2 萬 | 3.84% | +199+1.7% | 加碼 |
| Azzad Asset Management Inc | 14,185 | $504.7 萬 | 0.50% | +9,824+225.3% | 加碼 |
| Securian Asset Management, Inc | 11,819 | $503.7 萬 | 0.12% | −109−0.9% | 減碼 |
| Financial Counselors Inc | 11,750 | $500.7 萬 | 0.12% | +326+2.9% | 加碼 |
| Cetera Investment Advisers | 11,730 | $499.9 萬 | 0.08% | +79+0.7% | 加碼 |
| Norinchukin Bank, The | 11,539 | $491.7 萬 | 0.10% | −2,870−19.9% | 減碼 |
| CCM Investment Advisers LLC | 11,524 | $491.1 萬 | 0.79% | −15,436−57.3% | 減碼 |
| MML Investors Services, LLC | 11,434 | $487.3 萬 | 0.04% | +1,177+11.5% | 加碼 |
| Fiduciary Trust Co | 11,429 | $487.0 萬 | 0.10% | +191+1.7% | 加碼 |
| Gradient Investments LLC | 11,401 | $485.9 萬 | 0.14% | +11,397+284,925.0% | 加碼 |
| Hosking Partners LLP | 11,255 | $479.6 萬 | 0.19% | −2,167−16.1% | 減碼 |
| Ziegler Capital Management, LLC | 11,016 | $469.4 萬 | 0.19% | −442−3.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 10,996 | $468.6 萬 | 0.16% | −78−0.7% | 減碼 |
| Holocene Advisors, LP | 10,997 | $468.6 萬 | 0.03% | +1,078+10.9% | 加碼 |
| Altrafin AG | 10,974 | $467.7 萬 | 2.52% | +975+9.8% | 加碼 |
| Bridgeway Capital Management, LLC | 10,950 | $466.6 萬 | 0.11% | 00.0% | 不變 |
| Winmill & Co. Inc | 10,900 | $464.5 萬 | 1.68% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 10,889 | $464.0 萬 | 0.26% | 00.0% | 不變 |
| Twinbeech Capital LP | 10,831 | $461.6 萬 | 0.21% | −39,377−78.4% | 減碼 |
| Steel Peak Wealth Management LLC | 10,768 | $460.8 萬 | 0.33% | −2,181−16.8% | 減碼 |
| Tiaa, FSB | 10,779 | $459.3 萬 | 0.02% | −4,131−27.7% | 減碼 |
| Maryland State Retirement & Pension System | 10,675 | $454.9 萬 | 0.15% | −211−1.9% | 減碼 |
| Violich Capital Management, Inc. | 10,625 | $452.8 萬 | 0.79% | +50.0% | 加碼 |
| Guinness Atkinson Asset Management Inc | 10,601 | $451.8 萬 | 2.63% | −1,008−8.7% | 減碼 |
| Baldwin Investment Management, LLC | 10,589 | $451.2 萬 | 1.54% | +51+0.5% | 加碼 |
| Sitrin Capital Management LLC | 10,577 | $450.7 萬 | 2.87% | −208−1.9% | 減碼 |
| Simplex Trading, LLC | 10,490 | $447.0 萬 | 0.15% | −21,166−66.9% | 減碼 |
| Ossiam | 10,476 | $446.4 萬 | 0.13% | +1,366+15.0% | 加碼 |
| Covington Investment Advisors Inc. | 10,400 | $443.2 萬 | 1.12% | +50.0% | 加碼 |
| CenterBook Partners LP | 10,351 | $441.1 萬 | 0.94% | +5,147+98.9% | 加碼 |
| Aviance Capital Partners, LLC | 10,297 | $438.8 萬 | 0.98% | +242+2.4% | 加碼 |
| Kentucky Retirement Systems | 10,295 | $438.7 萬 | 0.19% | +1,403+15.8% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $435.7 萬 | 0.71% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 10,112 | $430.9 萬 | 0.54% | +9,725+2,512.9% | 加碼 |
| D.A. Davidson & Co. | 10,086 | $429.9 萬 | 0.05% | +32+0.3% | 加碼 |
| Horizon Investment Services, LLC | 10,039 | $427.8 萬 | 2.83% | −923−8.4% | 減碼 |