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 3 季 13F 持有人
Lam Research Corp 在 2022/9/30 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
- 1,273
- 較 2022 年第 2 季 −21 家
- 持有股數
- 1.13 億
- 較 2022 年第 2 季 +110.9 萬 (+1.0%)
- 總市值
- $415.7 億
- 較 2022 年第 2 季 −$63.0 億 (−13.2%)
- 新進機構
- 113
- 另有 454 家加碼
- 清倉機構
- 134
- 另有 518 家減碼
另有 16 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 1,688 | $61.8 萬 | 0.02% | +443+35.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,690 | $61.9 萬 | 0.27% | −254−13.1% | 減碼 |
| Cigna Investments Inc | 1,695 | $62.0 萬 | 0.14% | −104−5.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,707 | $62.4 萬 | 0.00% | −174−9.3% | 減碼 |
| American Portfolios Advisors | 1,705 | $62.4 萬 | 0.03% | −168−9.0% | 減碼 |
| Clearstead Advisors, LLC | 1,715 | $62.8 萬 | 0.06% | −112−6.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,719 | $62.9 萬 | 0.03% | −60−3.4% | 減碼 |
| Triangle Securities Wealth Management | 1,726 | $63.2 萬 | 0.26% | +126+7.9% | 加碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $63.8 萬 | 0.13% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,751 | $64.1 萬 | 0.01% | +1,751 | 新進 |
| Middleton & Co Inc | 1,758 | $64.3 萬 | 0.10% | −112−6.0% | 減碼 |
| Cypress Capital Management LLC | 1,762 | $64.5 萬 | 0.12% | −55−3.0% | 減碼 |
| Quadrant Capital Group LLC | 1,766 | $64.7 萬 | 0.09% | +54+3.2% | 加碼 |
| Jump Financial, LLC | 1,770 | $64.8 萬 | 0.03% | +888+100.7% | 加碼 |
| Snowden Capital Advisors LLC | 1,776 | $65.0 萬 | 0.03% | −294−14.2% | 減碼 |
| Exchange Traded Concepts, LLC | 1,782 | $65.2 萬 | 0.02% | +405+29.4% | 加碼 |
| NVWM, LLC | 1,782 | $65.5 萬 | 0.26% | −1,141−39.0% | 減碼 |
| Glen Eagle Advisors, LLC | 1,804 | $66.0 萬 | 0.19% | +4+0.2% | 加碼 |
| Financial Advisory Service, Inc. | 1,821 | $66.7 萬 | 0.07% | +415+29.5% | 加碼 |
| Independent Advisor Alliance | 1,830 | $67.0 萬 | 0.04% | −169−8.5% | 減碼 |
| Alta Wealth Advisors LLC | 1,835 | $67.2 萬 | 0.48% | −95−4.9% | 減碼 |
| Noesis Capital Mangement Corp | 1,842 | $67.4 萬 | 0.20% | 00.0% | 不變 |
| Smithfield Trust Co | 1,852 | $67.7 萬 | 0.05% | +180+10.8% | 加碼 |
| Capital Investment Counsel, Inc | 1,865 | $68.3 萬 | 0.20% | +20+1.1% | 加碼 |
| Tocqueville Asset Management L.P. | 1,870 | $68.4 萬 | 0.01% | −40−2.1% | 減碼 |
| Keudell/Morrison Wealth Management | 1,877 | $68.7 萬 | 0.26% | −172−8.4% | 減碼 |
| Affinity Investment Advisors, LLC | 1,880 | $68.8 萬 | 0.36% | −6−0.3% | 減碼 |
| Ibex Wealth Advisors | 1,899 | $69.5 萬 | 0.18% | −6−0.3% | 減碼 |
| Wipfli Financial Advisors LLC, | 1,891 | $69.5 萬 | 0.05% | +1,891 | 新進 |
| Eqis Capital Management, Inc. | 1,901 | $69.6 萬 | 0.08% | −79−4.0% | 減碼 |
| Knowledge Leaders Capital, LLC | 1,908 | $69.8 萬 | 0.89% | −108−5.4% | 減碼 |
| Apriem Advisors | 1,906 | $69.8 萬 | 0.13% | +240+14.4% | 加碼 |
| McDaniel Terry & Co | 1,919 | $70.2 萬 | 0.09% | 00.0% | 不變 |
| Lazard Asset Management LLC | 1,941 | $70.9 萬 | 0.00% | −71−3.5% | 減碼 |
| Phraction Management LLC | 1,944 | $71.2 萬 | 0.54% | −395−16.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,947 | $71.3 萬 | 0.16% | −29−1.5% | 減碼 |
| Tower Bridge Advisors | 1,958 | $71.7 萬 | 0.06% | −75−3.7% | 減碼 |
| Ritholtz Wealth Management | 1,979 | $72.4 萬 | 0.04% | −79−3.8% | 減碼 |
| Greenup Street Wealth Management LLC | 1,988 | $72.8 萬 | 0.33% | +97+5.1% | 加碼 |
| Darwin Advisors, LLC | 2,315 | $73.0 萬 | 0.18% | −586−20.2% | 減碼 |
| Checchi Capital Advisers, LLC | 1,994 | $73.0 萬 | 0.08% | +76+4.0% | 加碼 |
| Blueshift Asset Management, LLC | 1,999 | $73.2 萬 | 0.16% | +567+39.6% | 加碼 |
| Bay Rivers Group | 2,006 | $73.4 萬 | 0.73% | +152+8.2% | 加碼 |
| Marietta Investment Partners LLC | 1,753 | $73.5 萬 | 0.22% | −1,055−37.6% | 減碼 |
| FDx Advisors, Inc. | 2,012 | $73.6 萬 | 0.03% | −819−28.9% | 減碼 |
| Jag Capital Management, LLC | 2,011 | $73.6 萬 | 0.10% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 2,012 | $73.6 萬 | 0.64% | +2,012 | 新進 |
| Verition Fund Management LLC | 2,016 | $73.8 萬 | 0.01% | −1,757−46.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,016 | $73.8 萬 | 0.00% | +2,016 | 新進 |
| Little House Capital LLC | 2,033 | $74.4 萬 | 0.40% | +97+5.0% | 加碼 |
| Personal Capital Advisors Corp | 2,035 | $74.5 萬 | 0.00% | +262+14.8% | 加碼 |
| Leavell Investment Management, Inc. | 2,035 | $74.8 萬 | 0.06% | 00.0% | 不變 |
| Metis Global Partners, LLC | 2,045 | $74.9 萬 | 0.12% | +12+0.6% | 加碼 |
| Chicago Trust Co NA | 2,056 | $75.3 萬 | 0.20% | +2,056 | 新進 |
| Private Trust Co NA | 2,066 | $75.6 萬 | 0.12% | −417−16.8% | 減碼 |
| Apollon Wealth Management, LLC | 2,076 | $76.0 萬 | 0.06% | +165+8.6% | 加碼 |
| Pitcairn Co | 2,095 | $76.7 萬 | 0.09% | −14−0.7% | 減碼 |
| KCM Investment Advisors LLC | 2,108 | $77.2 萬 | 0.04% | −1,823−46.4% | 減碼 |
| Davenport & Co LLC | 2,119 | $77.6 萬 | 0.01% | +147+7.5% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,121 | $77.6 萬 | 0.31% | −90−4.1% | 減碼 |
| Benchmark Investment Advisors LLC | 2,138 | $78.2 萬 | 0.84% | −266−11.1% | 減碼 |
| Ballentine Partners, LLC | 2,146 | $78.6 萬 | 0.03% | +219+11.4% | 加碼 |
| Avitas Wealth Management LLC | 2,194 | $80.3 萬 | 0.18% | +13+0.6% | 加碼 |
| Glenview Trust Co | 2,194 | $80.3 萬 | 0.03% | +170+8.4% | 加碼 |
| Boenning & Scattergood, Inc. | 2,200 | $80.5 萬 | 0.16% | 00.0% | 不變 |
| Quantamental Technologies LLC | 2,204 | $80.7 萬 | 0.31% | +1,171+113.4% | 加碼 |
| Tealwood Asset Management Inc | 2,209 | $80.9 萬 | 0.44% | +27+1.2% | 加碼 |
| CWM, LLC | 2,215 | $81.1 萬 | 0.01% | −150−6.3% | 減碼 |
| Capital Management Associates | 2,239 | $81.9 萬 | 1.19% | +2,239 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 2,245 | $82.2 萬 | 0.20% | +155+7.4% | 加碼 |
| LCNB Corp | 2,265 | $82.9 萬 | 0.45% | +45+2.0% | 加碼 |
| Old National Bancorp | 2,267 | $83.0 萬 | 0.03% | −253−10.0% | 減碼 |
| Independent Financial Group, LLC | 2,268 | $83.0 萬 | 0.08% | +1,789+373.5% | 加碼 |
| HGK Asset Management Inc | 2,270 | $83.1 萬 | 0.31% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,761 | $83.2 萬 | 0.02% | +100+2.7% | 加碼 |
| Core Alternative Capital | 2,291 | $83.9 萬 | 0.13% | +221+10.7% | 加碼 |
| Signaturefd, LLC | 2,297 | $84.1 萬 | 0.03% | +91+4.1% | 加碼 |
| Prudent Man Advisors, LLC | 2,301 | $84.2 萬 | 0.40% | +128+5.9% | 加碼 |
| Quantinno Capital Management LP | 2,302 | $84.3 萬 | 0.11% | +2,302 | 新進 |
| Weatherly Asset Management L. P. | 2,297 | $84.5 萬 | 0.12% | 00.0% | 不變 |
| AIA Group Ltd | 2,322 | $85.0 萬 | 0.06% | −4,331−65.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,326 | $85.1 萬 | 0.04% | +135+6.2% | 加碼 |
| Wealth Alliance | 2,331 | $85.3 萬 | 0.17% | −25−1.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,338 | $85.9 萬 | 0.10% | −190−7.5% | 減碼 |
| Trust Co of Toledo NA | 2,347 | $85.9 萬 | 0.17% | −5−0.2% | 減碼 |
| Lake Street Financial LLC | 2,384 | $87.2 萬 | 0.20% | −66−2.7% | 減碼 |
| Venturi Wealth Management, LLC | 2,393 | $87.5 萬 | 0.08% | +395+19.8% | 加碼 |
| Credit Agricole S A | 2,390 | $87.5 萬 | 0.03% | +435+22.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 2,421 | $88.6 萬 | 0.21% | +260+12.0% | 加碼 |
| Capital Advisors Inc | 2,837 | $89.4 萬 | 0.03% | 00.0% | 不變 |
| Veriti Management LLC | 2,450 | $89.7 萬 | 0.13% | +4+0.2% | 加碼 |
| Amica Retiree Medical Trust | 2,456 | $89.9 萬 | 1.12% | −211−7.9% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,463 | $90.1 萬 | 1.29% | −22−0.9% | 減碼 |
| Trust Co of Vermont | 2,469 | $90.4 萬 | 0.07% | +266+12.1% | 加碼 |
| Journey Advisory Group, LLC | 2,473 | $90.5 萬 | 0.23% | −629−20.3% | 減碼 |
| OPSEU Pension Plan Trust Fund | 2,353 | $90.7 萬 | 0.24% | +53+2.3% | 加碼 |
| Needham Investment Management LLC | 2,500 | $91.5 萬 | 0.18% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,510 | $91.9 萬 | 0.25% | −203−7.5% | 減碼 |
| Morse Asset Management, Inc | 2,517 | $92.1 萬 | 0.35% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 2,520 | $92.2 萬 | 0.44% | +125+5.2% | 加碼 |