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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 5,854 | $249.5 萬 | 1.56% | +90+1.6% | 加碼 |
| Strategic Financial Services, Inc, | 5,845 | $249.1 萬 | 0.21% | −200−3.3% | 減碼 |
| Stoneridge Investment Partners LLC | 5,829 | $248.4 萬 | 1.37% | 00.0% | 不變 |
| Twin Capital Management Inc | 5,789 | $246.7 萬 | 0.31% | −5−0.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,784 | $246.5 萬 | 0.29% | +13+0.2% | 加碼 |
| Primoris Wealth Advisors, LLC | 5,666 | $241.2 萬 | 3.62% | +24+0.4% | 加碼 |
| Palouse Capital Management, Inc. | 5,656 | $241.0 萬 | 1.19% | +708+14.3% | 加碼 |
| United Fire Group Inc | 5,625 | $239.7 萬 | 1.47% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 5,605 | $238.9 萬 | 0.02% | −17,672−75.9% | 減碼 |
| National Bank of Canada | 5,858 | $238.9 萬 | 0.01% | −11,950−67.1% | 減碼 |
| Tudor Investment Corp Et Al | 5,594 | $238.4 萬 | 0.07% | −3,774−40.3% | 減碼 |
| Engineers Gate Manager LP | 5,592 | $238.3 萬 | 0.09% | −20,139−78.3% | 減碼 |
| Pacifica Partners Inc. | 5,298 | $236.0 萬 | 1.63% | +292+5.8% | 加碼 |
| Malaga Cove Capital, LLC | 5,531 | $234.9 萬 | 1.31% | +20.0% | 加碼 |
| Probity Advisors, Inc. | 5,479 | $233.5 萬 | 0.54% | +79+1.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 5,480 | $233.5 萬 | 0.04% | +544+11.0% | 加碼 |
| Toroso Investments, LLC | 5,458 | $232.6 萬 | 0.09% | +1,324+32.0% | 加碼 |
| Marsico Capital Management LLC | 5,406 | $230.4 萬 | 0.11% | −133,789−96.1% | 減碼 |
| Warther Private Wealth, LLC | 5,800 | $229.0 萬 | 1.68% | +4,253+274.9% | 加碼 |
| Cypress Capital Group | 5,371 | $228.9 萬 | 0.35% | −1,025−16.0% | 減碼 |
| Columbia Trust Co 01012016 | 5,372 | $228.9 萬 | 1.23% | −82−1.5% | 減碼 |
| Caas Capital Management LP | 5,300 | $225.9 萬 | 0.31% | +5,300 | 新進 |
| L & S Advisors Inc | 5,292 | $225.5 萬 | 0.38% | −12,951−71.0% | 減碼 |
| Allstate Corp | 5,286 | $225.3 萬 | 0.07% | −1,191−18.4% | 減碼 |
| Trustmark National Bank Trust Department | 5,245 | $223.5 萬 | 0.20% | −220−4.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,234 | $223.1 萬 | 0.19% | −40−0.8% | 減碼 |
| Perigon Wealth Management, LLC | 5,103 | $217.5 萬 | 0.18% | +549+12.1% | 加碼 |
| Virtu Financial LLC | 5,097 | $217.2 萬 | 0.18% | +767+17.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 5,089 | $216.8 萬 | 0.02% | −524−9.3% | 減碼 |
| Intrust Bank NA | 5,021 | $214.0 萬 | 0.31% | −85−1.7% | 減碼 |
| Donaldson Capital Management, LLC | 5,007 | $213.4 萬 | 0.11% | −668−11.8% | 減碼 |
| Crown Advisors Management, Inc. | 5,000 | $213.0 萬 | 1.96% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 4,977 | $212.1 萬 | 0.10% | +522+11.7% | 加碼 |
| Cresset Asset Management, LLC | 4,882 | $208.8 萬 | 0.03% | −887−15.4% | 減碼 |
| Symmetry Partners, LLC | 4,889 | $208.3 萬 | 0.14% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 4,820 | $205.4 萬 | 0.22% | +471+10.8% | 加碼 |
| Hendley & Co Inc | 4,809 | $204.9 萬 | 0.88% | +20.0% | 加碼 |
| Royal Fund Management, LLC | 4,799 | $204.5 萬 | 0.34% | +1,959+69.0% | 加碼 |
| Sturgeon Ventures LLP | 4,798 | $204.5 萬 | 1.37% | +4,798 | 新進 |
| Ameritas Investment Partners, Inc. | 4,793 | $204.2 萬 | 0.09% | −44−0.9% | 減碼 |
| Advisor Partners LLC | 4,749 | $202.4 萬 | 0.14% | +46+1.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,741 | $202.0 萬 | 0.09% | −7,363−60.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,739 | $202.0 萬 | 0.19% | +621+15.1% | 加碼 |
| GAM Holding AG | 4,728 | $201.5 萬 | 0.13% | +200+4.4% | 加碼 |
| Groesbeck Investment Management Corp | 4,641 | $197.8 萬 | 3.26% | −72−1.5% | 減碼 |
| Terra Nova Asset Management LLC | 4,630 | $197.3 萬 | 2.20% | −40−0.9% | 減碼 |
| Scotia Capital Inc. | 4,592 | $195.7 萬 | 0.01% | −580−11.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 4,574 | $194.9 萬 | 0.03% | +549+13.6% | 加碼 |
| Farmers & Merchants Investments Inc | 4,556 | $194.2 萬 | 0.08% | −205−4.3% | 減碼 |
| Banque Cantonale Vaudoise | 4,549 | $193.8 萬 | 0.10% | −1,305−22.3% | 減碼 |
| Moors & Cabot, Inc. | 4,548 | $193.8 萬 | 0.14% | +109+2.5% | 加碼 |
| Brinker Capital Investments, LLC | 4,543 | $193.6 萬 | 0.04% | +345+8.2% | 加碼 |
| Marshall Wace, LLP | 4,519 | $192.6 萬 | 0.00% | −212,476−97.9% | 減碼 |
| Penserra Capital Management LLC | 4,488 | $191.1 萬 | 0.05% | +408+10.0% | 加碼 |
| Kinneret Advisory, LLC | 4,441 | $189.9 萬 | 0.25% | +94+2.2% | 加碼 |
| TD Waterhouse Canada Inc. | 4,692 | $189.8 萬 | 0.02% | −2,326−33.1% | 減碼 |
| 44 Wealth Management LLC | 4,440 | $189.2 萬 | 0.73% | −66−1.5% | 減碼 |
| Advisors Capital Management, LLC | 4,437 | $189.1 萬 | 0.06% | +260+6.2% | 加碼 |
| Hoylecohen, LLC | 4,433 | $188.9 萬 | 0.20% | −5−0.1% | 減碼 |
| Pathstone Family Office, LLC | 4,410 | $188.2 萬 | 0.04% | +244+5.9% | 加碼 |
| Mill Capital Management, LLC | 4,375 | $186.4 萬 | 0.21% | −85−1.9% | 減碼 |
| Arkadios Wealth Advisors | 4,353 | $185.5 萬 | 0.28% | +376+9.5% | 加碼 |
| Signature Wealth Management Group | 4,332 | $184.6 萬 | 0.90% | +175+4.2% | 加碼 |
| Connable Office Inc | 4,225 | $180.0 萬 | 0.28% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,223 | $180.0 萬 | 0.16% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 4,200 | $179.0 萬 | 0.03% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 4,072 | $173.5 萬 | 0.11% | +274+7.2% | 加碼 |
| E&G Advisors, LP | 4,061 | $173.1 萬 | 0.59% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 4,045 | $172.4 萬 | 0.08% | +773+23.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,016 | $171.1 萬 | 0.03% | +59+1.5% | 加碼 |
| Pittenger & Anderson Inc | 4,013 | $171.0 萬 | 0.10% | −255−6.0% | 減碼 |
| Mitchell Capital Management Co | 4,010 | $170.9 萬 | 0.48% | +202+5.3% | 加碼 |
| Viking Fund Management LLC | 4,000 | $170.5 萬 | 0.39% | +1,000+33.3% | 加碼 |
| KCM Investment Advisors LLC | 3,931 | $167.5 萬 | 0.07% | −631−13.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,839 | $163.6 萬 | 0.05% | −117−3.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 3,774 | $160.9 萬 | 0.34% | −577−13.3% | 減碼 |
| Redpoint Investment Management Pty Ltd | 3,773 | $160.8 萬 | 0.19% | 00.0% | 不變 |
| Verition Fund Management LLC | 3,773 | $160.7 萬 | 0.03% | −3,983−51.4% | 減碼 |
| Matisse Capital | 3,772 | $160.7 萬 | 1.53% | −375−9.0% | 減碼 |
| Midwest Professional Planners, LTD. | 3,713 | $158.2 萬 | 0.89% | +119+3.3% | 加碼 |
| Raymond James Trust N.A. | 3,689 | $157.2 萬 | 0.06% | +257+7.5% | 加碼 |
| Lindenwold Advisors | 3,682 | $156.9 萬 | 1.12% | +71+2.0% | 加碼 |
| Journey Advisory Group, LLC | 3,102 | $156.0 萬 | 0.36% | +393+14.5% | 加碼 |
| Rodgers Brothers Inc. | 3,650 | $155.5 萬 | 0.31% | −50−1.4% | 減碼 |
| Calamos Wealth Management LLC | 3,643 | $155.2 萬 | 0.14% | −50−1.4% | 減碼 |
| MAI Capital Management | 3,642 | $155.2 萬 | 0.03% | +249+7.3% | 加碼 |
| Nikulski Financial, Inc. | 3,634 | $154.9 萬 | 0.77% | +65+1.8% | 加碼 |
| Acadian Asset Management LLC | 3,634 | $154.8 萬 | 0.01% | +38+1.1% | 加碼 |
| Pensionfund Sabic | 3,600 | $153.4 萬 | 0.49% | −300−7.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,583 | $152.7 萬 | 0.08% | +269+8.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,575 | $152.3 萬 | 0.03% | +131+3.8% | 加碼 |
| Valeo Financial Advisors, LLC | 3,528 | $150.3 萬 | 0.09% | +604+20.7% | 加碼 |
| Marshall Financial Group LLC | 3,517 | $149.9 萬 | 0.60% | +984+38.8% | 加碼 |
| Ashfield Capital Partners, LLC | 3,500 | $149.2 萬 | 0.12% | 00.0% | 不變 |
| Central Trust Co | 3,494 | $148.9 萬 | 0.05% | +40+1.2% | 加碼 |
| Brown Advisory Inc | 3,486 | $148.5 萬 | 0.00% | +12+0.3% | 加碼 |
| Atlas Capital Advisors LLC | 3,474 | $148.0 萬 | 0.25% | −18−0.5% | 減碼 |
| Bard Financial Services, Inc. | 3,450 | $147.0 萬 | 0.13% | +75+2.2% | 加碼 |
| Darwin Advisors, LLC | 2,901 | $145.8 萬 | 0.29% | +437+17.7% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,391 | $144.5 萬 | 0.67% | −200−5.6% | 減碼 |