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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 3,378 | $143.9 萬 | 0.03% | −324−8.8% | 減碼 |
| Keybank National Association | 3,345 | $142.5 萬 | 0.01% | −988−22.8% | 減碼 |
| Martin Capital Advisors, LLP | 3,328 | $141.8 萬 | 1.25% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 3,633 | $141.2 萬 | 0.13% | −107−2.9% | 減碼 |
| Corient Capital Partners, LLC | 3,313 | $141.2 萬 | 0.11% | +652+24.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,259 | $138.9 萬 | 0.08% | +170+5.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,254 | $138.7 萬 | 0.47% | +3,254 | 新進 |
| Vestcor Inc | 3,247 | $138.4 萬 | 0.05% | +1,019+45.7% | 加碼 |
| Cetera Advisors LLC | 3,220 | $137.2 萬 | 0.03% | −60−1.8% | 減碼 |
| Greenleaf Trust | 3,213 | $136.9 萬 | 0.02% | +160+5.2% | 加碼 |
| Eagle Asset Management Inc | 3,191 | $135.9 萬 | 0.01% | −241−7.0% | 減碼 |
| Westhampton Capital, LLC | 3,185 | $135.7 萬 | 0.96% | +35+1.1% | 加碼 |
| InterOcean Capital Group, LLC | 3,176 | $135.4 萬 | 0.06% | +3,176 | 新進 |
| Joseph Group Capital Management | 3,139 | $133.8 萬 | 1.34% | +628+25.0% | 加碼 |
| Scott & Selber, Inc. | 3,136 | $133.6 萬 | 0.61% | −33−1.0% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 3,125 | $133.2 萬 | 0.04% | −852−21.4% | 減碼 |
| Blair William & Co | 3,088 | $131.6 萬 | 0.01% | −262−7.8% | 減碼 |
| Exchange Capital Management, Inc. | 3,089 | $131.6 萬 | 0.29% | +536+21.0% | 加碼 |
| Capital Financial Services, LLC | 3,080 | $131.3 萬 | 1.85% | 00.0% | 不變 |
| Resources Management Corp | 3,058 | $130.3 萬 | 0.21% | +170+5.9% | 加碼 |
| Synovus Financial Corp | 3,061 | $130.2 萬 | 0.02% | +130+4.4% | 加碼 |
| Mather Group, LLC. | 2,996 | $127.7 萬 | 0.03% | +211+7.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 2,995 | $127.6 萬 | 0.01% | −3,733−55.5% | 減碼 |
| Regions Financial Corp | 2,992 | $127.5 萬 | 0.01% | −17−0.6% | 減碼 |
| First Business Financial Services, Inc. | 2,958 | $126.1 萬 | 0.17% | −253−7.9% | 減碼 |
| Wetherby Asset Management Inc | 2,958 | $126.1 萬 | 0.09% | +175+6.3% | 加碼 |
| Bank of Stockton | 2,949 | $125.7 萬 | 0.47% | −287−8.9% | 減碼 |
| NVWM, LLC | 2,923 | $125.0 萬 | 0.49% | +15+0.5% | 加碼 |
| Laurel Wealth Advisors, Inc. | 2,914 | $124.2 萬 | 0.13% | +18+0.6% | 加碼 |
| Empirical Finance, LLC | 2,897 | $123.5 萬 | 0.16% | +150+5.5% | 加碼 |
| MV Capital Management, Inc. | 2,877 | $122.6 萬 | 0.21% | −13−0.4% | 減碼 |
| Fort Sheridan Advisors LLC | 2,855 | $121.7 萬 | 0.40% | +273+10.6% | 加碼 |
| Capital Advisors Inc | 2,837 | $120.9 萬 | 0.04% | 00.0% | 不變 |
| FDx Advisors, Inc. | 2,831 | $120.6 萬 | 0.05% | +333+13.3% | 加碼 |
| PFG Advisors | 2,818 | $120.1 萬 | 0.14% | +78+2.8% | 加碼 |
| Marietta Investment Partners LLC | 2,808 | $119.7 萬 | 0.36% | −385−12.1% | 減碼 |
| Advisory Research Inc | 2,791 | $118.9 萬 | 0.12% | −9−0.3% | 減碼 |
| E Fund Management Co., Ltd. | 2,788 | $118.8 萬 | 0.11% | −20−0.7% | 減碼 |
| Oak Associates, Ltd | 2,785 | $118.7 萬 | 0.09% | 00.0% | 不變 |
| Fiera Capital Corp | 2,782 | $118.6 萬 | 0.00% | −1,482−34.8% | 減碼 |
| Mission Wealth Management, LP | 2,763 | $117.7 萬 | 0.06% | +13+0.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $117.2 萬 | 0.18% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,741 | $116.8 萬 | 0.10% | +115+4.4% | 加碼 |
| CTC LLC | 2,723 | $116.0 萬 | 0.07% | +2,723 | 新進 |
| Amica Retiree Medical Trust | 2,667 | $113.7 萬 | 1.29% | +100+3.9% | 加碼 |
| Gyroscope Capital Management Group, LLC | 2,656 | $113.2 萬 | 0.39% | +110+4.3% | 加碼 |
| Meeder Asset Management Inc | 2,648 | $112.8 萬 | 0.07% | +735+38.4% | 加碼 |
| Beaumont Financial Partners, LLC | 2,595 | $110.6 萬 | 0.10% | +20+0.8% | 加碼 |
| Bray Capital Advisors | 2,592 | $110.5 萬 | 0.33% | 00.0% | 不變 |
| Balentine LLC | 2,586 | $110.2 萬 | 0.04% | +1,841+247.1% | 加碼 |
| Eads & Heald Wealth Management | 2,570 | $109.5 萬 | 0.59% | +44+1.7% | 加碼 |
| Belpointe Asset Management LLC | 2,563 | $109.3 萬 | 0.07% | −27−1.0% | 減碼 |
| Ativo Capital Management LLC | 2,545 | $108.5 萬 | 0.73% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 2,539 | $108.2 萬 | 0.14% | +94+3.8% | 加碼 |
| Natixis Investment Managers International | 2,540 | $108.2 萬 | 0.02% | +543+27.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,528 | $108.1 萬 | 0.11% | −361−12.5% | 減碼 |
| Old National Bancorp | 2,520 | $107.5 萬 | 0.04% | +656+35.2% | 加碼 |
| Morse Asset Management, Inc | 2,517 | $107.3 萬 | 0.34% | −64−2.5% | 減碼 |
| 180 Wealth Advisors, LLC | 2,713 | $107.1 萬 | 0.27% | +196+7.8% | 加碼 |
| Needham Investment Management LLC | 2,500 | $106.5 萬 | 0.20% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 2,485 | $105.9 萬 | 1.46% | +40+1.6% | 加碼 |
| Private Trust Co NA | 2,483 | $105.8 萬 | 0.16% | −853−25.6% | 減碼 |
| Unigestion Holding SA | 2,472 | $105.3 萬 | 0.06% | +2,472 | 新進 |
| Johnson Financial Group, Inc. | 2,451 | $104.4 萬 | 0.07% | +123+5.3% | 加碼 |
| Lake Street Financial LLC | 2,450 | $104.4 萬 | 0.22% | +271+12.4% | 加碼 |
| Veriti Management LLC | 2,446 | $104.2 萬 | 0.15% | +27+1.1% | 加碼 |
| Benchmark Investment Advisors LLC | 2,404 | $102.5 萬 | 1.07% | +587+32.3% | 加碼 |
| Gradient Capital Advisors, LLC | 2,395 | $102.1 萬 | 0.49% | −66−2.7% | 減碼 |
| Haverford Financial Services, Inc. | 2,395 | $102.1 萬 | 0.30% | 00.0% | 不變 |
| River Wealth Advisors LLC | 2,383 | $101.6 萬 | 0.19% | +764+47.2% | 加碼 |
| Coldstream Capital Management Inc | 2,368 | $101.0 萬 | 0.04% | +519+28.1% | 加碼 |
| CWM, LLC | 2,365 | $100.8 萬 | 0.01% | +565+31.4% | 加碼 |
| Wealth Alliance | 2,356 | $100.4 萬 | 0.19% | +2,356 | 新進 |
| Trust Co of Toledo NA | 2,352 | $100.2 萬 | 0.18% | 00.0% | 不變 |
| Phraction Management LLC | 2,339 | $99.7 萬 | 0.66% | −500−17.6% | 減碼 |
| Weatherly Asset Management L. P. | 2,297 | $98.2 萬 | 0.14% | 00.0% | 不變 |
| Sigma Planning Corp | 2,286 | $97.4 萬 | 0.04% | −1,512−39.8% | 減碼 |
| Sciencast Management LP | 1,970 | $97.3 萬 | 0.22% | +1,970 | 新進 |
| Quantbot Technologies LP | 2,277 | $97.0 萬 | 0.09% | +1,684+284.0% | 加碼 |
| HGK Asset Management Inc | 2,270 | $96.7 萬 | 0.35% | −30−1.3% | 減碼 |
| OPSEU Pension Plan Trust Fund | 2,300 | $96.3 萬 | 0.24% | −497−17.8% | 減碼 |
| Checchi Capital Advisers, LLC | 1,918 | $96.0 萬 | 0.10% | +402+26.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,223 | $94.7 萬 | 0.02% | −1,945−46.7% | 減碼 |
| LCNB Corp | 2,220 | $94.6 萬 | 0.49% | +202+10.0% | 加碼 |
| Comerica Securities,inc. | 2,212 | $94.6 萬 | 0.07% | +310+16.3% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,211 | $94.2 萬 | 0.32% | −551−19.9% | 減碼 |
| Signaturefd, LLC | 2,206 | $94.0 萬 | 0.03% | +488+28.4% | 加碼 |
| Trust Co of Vermont | 2,203 | $93.9 萬 | 0.07% | −2−0.1% | 減碼 |
| Boenning & Scattergood, Inc. | 2,200 | $93.8 萬 | 0.18% | 00.0% | 不變 |
| BancorpSouth Bank | 2,199 | $93.7 萬 | 0.13% | −2,299−51.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,191 | $93.4 萬 | 0.04% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 2,182 | $93.0 萬 | 0.46% | +8+0.4% | 加碼 |
| Avitas Wealth Management LLC | 2,181 | $92.9 萬 | 0.20% | −55−2.5% | 減碼 |
| Prudent Man Advisors, LLC | 2,173 | $92.6 萬 | 0.43% | +10.0% | 加碼 |
| Davidson Capital Management Inc. | 2,169 | $92.4 萬 | 0.44% | +20+0.9% | 加碼 |
| Cary Street Partners Asset Management LLC | 2,161 | $92.1 萬 | 0.22% | +1,541+248.5% | 加碼 |
| Stokes Family Office, LLC | 2,134 | $90.9 萬 | 0.12% | +368+20.8% | 加碼 |
| CastleKnight Management LP | 2,125 | $90.6 萬 | 0.28% | +930+77.8% | 加碼 |
| JB Capital LLC | 2,122 | $90.4 萬 | 0.10% | +85+4.2% | 加碼 |
| Pitcairn Co | 2,109 | $89.9 萬 | 0.09% | +568+36.9% | 加碼 |