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 |
|---|---|---|---|---|---|
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $426.2 萬 | 0.07% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 9,976 | $425.1 萬 | 0.96% | +221+2.3% | 加碼 |
| Sanders Morris Harris LLC | 10,760 | $424.8 萬 | 0.93% | +6,518+153.7% | 加碼 |
| Threadgill Financial, LLC | 9,891 | $421.5 萬 | 3.50% | −165−1.6% | 減碼 |
| Fusion Capital, LLC | 9,881 | $421.1 萬 | 2.60% | +407+4.3% | 加碼 |
| FIL Ltd | 9,857 | $420.1 萬 | 0.01% | +956+10.7% | 加碼 |
| Harbour Capital Advisors, LLC | 9,787 | $417.1 萬 | 1.36% | +49+0.5% | 加碼 |
| Central Bank & Trust Co | 9,751 | $415.5 萬 | 0.85% | +508+5.5% | 加碼 |
| Cullinan Associates Inc | 9,700 | $413.4 萬 | 0.25% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,667 | $412.0 萬 | 0.10% | +450+4.9% | 加碼 |
| Ninety One SA (PTY) Ltd | 9,700 | $411.7 萬 | 1.46% | +146+1.5% | 加碼 |
| Carret Asset Management, LLC | 9,578 | $408.2 萬 | 0.57% | −313−3.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,577 | $408.1 萬 | 0.10% | +321+3.5% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 9,517 | $405.6 萬 | 0.40% | −931−8.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,482 | $404.1 萬 | 0.03% | +333+3.6% | 加碼 |
| King Luther Capital Management Corp | 9,386 | $400.0 萬 | 0.02% | +4,369+87.1% | 加碼 |
| Heritage Trust Co | 9,346 | $398.2 萬 | 0.65% | −206−2.2% | 減碼 |
| JustInvest LLC | 9,283 | $395.6 萬 | 0.18% | +4,021+76.4% | 加碼 |
| Bank of the West | 9,279 | $395.4 萬 | 0.50% | −1,321−12.5% | 減碼 |
| Advisors Asset Management, Inc. | 9,227 | $393.2 萬 | 0.07% | +9,227 | 新進 |
| Shell Asset Management Co | 9,213 | $392.6 萬 | 0.12% | −1,939−17.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,101 | $387.8 萬 | 0.23% | +617+7.3% | 加碼 |
| Paradiem, LLC | 9,052 | $385.8 萬 | 1.46% | +951+11.7% | 加碼 |
| Hohimer Wealth Management, LLC | 8,942 | $381.1 萬 | 1.13% | +95+1.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,932 | $381.0 萬 | 0.08% | −1,591−15.1% | 減碼 |
| First Citizens Bank & Trust Co | 8,915 | $379.9 萬 | 0.13% | −304−3.3% | 減碼 |
| Insight Wealth Strategies, LLC | 8,793 | $374.7 萬 | 0.70% | +542+6.6% | 加碼 |
| Bailard, Inc. | 8,739 | $372.4 萬 | 0.15% | +25+0.3% | 加碼 |
| Ieq Capital, LLC | 8,735 | $372.2 萬 | 0.11% | +5,976+216.6% | 加碼 |
| McBroom & Associates, LLC | 8,665 | $369.3 萬 | 4.02% | −281−3.1% | 減碼 |
| Private Advisor Group, LLC | 8,553 | $364.6 萬 | 0.03% | −4,734−35.6% | 減碼 |
| KWMG, LLC | 8,470 | $360.9 萬 | 0.54% | +667+8.5% | 加碼 |
| Atria Investments LLC | 8,444 | $359.9 萬 | 0.08% | −42−0.5% | 減碼 |
| Citadel Advisors LLC | 8,435 | $359.5 萬 | 0.00% | −76,520−90.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,384 | $357.3 萬 | 0.20% | +2,564+44.1% | 加碼 |
| Cutler Group LP | 8,303 | $353.8 萬 | 0.48% | +749+9.9% | 加碼 |
| First Horizon Advisors, Inc. | 8,299 | $353.5 萬 | 0.13% | −1,344−13.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,265 | $352.2 萬 | 0.09% | −5−0.1% | 減碼 |
| Farmers Trust Co | 8,240 | $351.1 萬 | 0.84% | +286+3.6% | 加碼 |
| Scholtz & Company, LLC | 8,168 | $348.1 萬 | 2.14% | −108−1.3% | 減碼 |
| Metropolitan Life Insurance Co | 8,064 | $343.6 萬 | 0.15% | −252−3.0% | 減碼 |
| SG Americas Securities, LLC | 8,051 | $343.1 萬 | 0.05% | −1,900−19.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 8,024 | $341.9 萬 | 1.01% | +311+4.0% | 加碼 |
| Alcosta Capital Management, Inc. | 7,981 | $340.1 萬 | 3.24% | −12−0.2% | 減碼 |
| Taylor Hoffman Wealth Management | 8,601 | $339.6 萬 | 1.67% | −262−3.0% | 減碼 |
| Morningstar Investment Services LLC | 7,940 | $339.4 萬 | 0.05% | +7,461+1,557.6% | 加碼 |
| Qube Research & Technologies Ltd | 7,936 | $338.2 萬 | 0.03% | +2,678+50.9% | 加碼 |
| Omers Administration Corp | 7,931 | $338.0 萬 | 0.05% | +4,712+146.4% | 加碼 |
| Level Four Advisory Services, LLC | 7,925 | $337.7 萬 | 0.32% | +315+4.1% | 加碼 |
| Laffer Tengler Investments | 7,913 | $337.2 萬 | 1.18% | +401+5.3% | 加碼 |
| Kestra Advisory Services, LLC | 7,909 | $337.1 萬 | 0.03% | +1,439+22.2% | 加碼 |
| Kingfisher Capital LLC | 7,911 | $337.1 萬 | 0.96% | +2,019+34.3% | 加碼 |
| Heron Bay Capital Management | 7,816 | $333.1 萬 | 2.02% | −82−1.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,778 | $331.5 萬 | 0.15% | −401−4.9% | 減碼 |
| Brighton Jones LLC | 7,758 | $330.6 萬 | 0.19% | −53−0.7% | 減碼 |
| New Mexico Educational Retirement Board | 7,693 | $327.8 萬 | 0.16% | −400−4.9% | 減碼 |
| Naples Global Advisors, LLC | 7,590 | $324.4 萬 | 0.42% | +725+10.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 7,603 | $324.0 萬 | 0.01% | −361,677−97.9% | 減碼 |
| Harvest Volatility Management LLC | 7,568 | $322.5 萬 | 0.52% | −922−10.9% | 減碼 |
| Institute for Wealth Management, LLC. | 7,566 | $322.4 萬 | 0.64% | −4−0.1% | 減碼 |
| Monetary Management Group Inc | 7,563 | $322.3 萬 | 1.01% | −50−0.7% | 減碼 |
| Jackson Square Capital, LLC | 7,548 | $321.7 萬 | 1.36% | +50+0.7% | 加碼 |
| TD Private Client Wealth LLC | 7,495 | $319.4 萬 | 0.16% | −100−1.3% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 7,465 | $318.1 萬 | 0.22% | −1,568−17.4% | 減碼 |
| Nicholas Investment Partners, LP | 7,419 | $316.2 萬 | 0.30% | −3,298−30.8% | 減碼 |
| Siemens Fonds Invest GmbH | 7,321 | $312.0 萬 | 0.33% | −149−2.0% | 減碼 |
| Summit Street Capital Management, LLC | 7,321 | $312.0 萬 | 2.05% | +2,418+49.3% | 加碼 |
| F/M Investments LLC | 4,742 | $308.6 萬 | 2.90% | +4,742 | 新進 |
| Marshall & Sullivan Inc | 7,235 | $308.3 萬 | 1.88% | −18−0.2% | 減碼 |
| Rench Wealth Management, Inc. | 7,187 | $306.3 萬 | 1.57% | +751+11.7% | 加碼 |
| Commerce Bank | 7,169 | $305.5 萬 | 0.02% | +1,066+17.5% | 加碼 |
| Regentatlantic Capital LLC | 7,145 | $304.5 萬 | 0.10% | +894+14.3% | 加碼 |
| Kempen Capital Management N.V. | 7,135 | $304.1 萬 | 0.11% | +2,584+56.8% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 5,320 | $292.9 萬 | 1.99% | 00.0% | 不變 |
| HB Wealth Management, LLC | 6,846 | $291.7 萬 | 0.06% | +6,347+1,271.9% | 加碼 |
| Carderock Capital Management Inc | 6,788 | $289.3 萬 | 1.21% | −3,347−33.0% | 減碼 |
| New Potomac Partners, LLC | 6,754 | $287.8 萬 | 2.31% | +20+0.3% | 加碼 |
| Kerrisdale Advisers, LLC | 6,753 | $287.8 萬 | 0.91% | +6,753 | 新進 |
| GWM Advisors LLC | 6,708 | $285.9 萬 | 0.05% | +6,708 | 新進 |
| Charter Trust Co | 6,705 | $285.8 萬 | 0.23% | +108+1.6% | 加碼 |
| Montag A & Associates Inc | 6,656 | $284.6 萬 | 0.18% | +591+9.7% | 加碼 |
| AIA Group Ltd | 6,653 | $283.5 萬 | 0.15% | +3,389+103.8% | 加碼 |
| Cetera Advisor Networks LLC | 6,618 | $282.0 萬 | 0.04% | −467−6.6% | 減碼 |
| Wealthfront Advisers LLC | 6,587 | $280.7 萬 | 0.01% | −135−2.0% | 減碼 |
| Connectus Wealth, LLC | 6,486 | $276.4 萬 | 0.06% | +5,407+501.1% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,456 | $275.1 萬 | 0.50% | +185+3.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,450 | $274.9 萬 | 0.12% | 00.0% | 不變 |
| Whittier Trust Co | 6,414 | $273.4 萬 | 0.06% | −528−7.6% | 減碼 |
| Prudential PLC | 6,389 | $272.3 萬 | 0.05% | +133+2.1% | 加碼 |
| Goodman Advisory Group, LLC | 6,375 | $271.7 萬 | 1.21% | −2,951−31.6% | 減碼 |
| Roanoke Asset Management Corp | 6,375 | $271.7 萬 | 1.22% | −5−0.1% | 減碼 |
| Mathes Company, Inc. | 6,329 | $269.7 萬 | 1.31% | −35−0.5% | 減碼 |
| Moore Capital Management, LP | 6,150 | $262.1 萬 | 0.08% | +1,000+19.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,077 | $259.0 萬 | 0.06% | +59+1.0% | 加碼 |
| Hennessy Advisors Inc | 6,006 | $255.9 萬 | 0.15% | −88−1.4% | 減碼 |
| Intrepid Family Office LLC | 6,000 | $255.7 萬 | 6.60% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 5,936 | $253.0 萬 | 0.31% | +31+0.5% | 加碼 |
| Veritable, L.P. | 5,930 | $252.7 萬 | 0.05% | +180+3.1% | 加碼 |
| Ethic Inc. | 5,886 | $250.8 萬 | 0.17% | +685+13.2% | 加碼 |
| V Wealth Advisors LLC | 5,875 | $250.4 萬 | 0.47% | +20+0.3% | 加碼 |