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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 4,041 | $147.9 萬 | 0.08% | +458+12.8% | 加碼 |
| MAI Capital Management | 4,051 | $148.3 萬 | 0.03% | +409+11.2% | 加碼 |
| Mitchell Capital Management Co | 4,097 | $150.0 萬 | 0.43% | +87+2.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,144 | $151.7 萬 | 0.10% | +72+1.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,162 | $152.3 萬 | 0.03% | +146+3.6% | 加碼 |
| Royal Fund Management, LLC | 4,173 | $152.7 萬 | 0.28% | −626−13.0% | 減碼 |
| Advisors Capital Management, LLC | 3,192 | $153.4 萬 | 0.04% | −1,245−28.1% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $153.7 萬 | 0.02% | 00.0% | 不變 |
| Connable Office Inc | 4,217 | $154.3 萬 | 0.25% | −8−0.2% | 減碼 |
| Everence Capital Management Inc | 4,223 | $154.6 萬 | 0.14% | 00.0% | 不變 |
| Aurora Investment Counsel | 4,268 | $156.2 萬 | 1.19% | +4,268 | 新進 |
| Penserra Capital Management LLC | 4,358 | $159.4 萬 | 0.05% | −130−2.9% | 減碼 |
| Hoylecohen, LLC | 4,354 | $159.4 萬 | 0.17% | −79−1.8% | 減碼 |
| Arkadios Wealth Advisors | 4,358 | $159.5 萬 | 0.24% | +5+0.1% | 加碼 |
| Cypress Capital Group | 4,406 | $161.3 萬 | 0.27% | −965−18.0% | 減碼 |
| Signature Wealth Management Group | 4,416 | $161.6 萬 | 0.82% | +84+1.9% | 加碼 |
| 44 Wealth Management LLC | 4,448 | $162.8 萬 | 0.67% | +8+0.2% | 加碼 |
| Kinneret Advisory, LLC | 4,441 | $163.3 萬 | 0.23% | 00.0% | 不變 |
| Hoey Investments, Inc | 4,502 | $164.8 萬 | 0.68% | +4,502 | 新進 |
| Donaldson Capital Management, LLC | 4,513 | $165.2 萬 | 0.09% | −494−9.9% | 減碼 |
| Sanders Morris Harris LLC | 4,242 | $165.6 萬 | 0.41% | −6,518−60.6% | 減碼 |
| Farmers & Merchants Investments Inc | 4,532 | $165.9 萬 | 0.07% | −24−0.5% | 減碼 |
| Banque Cantonale Vaudoise | 4,549 | $166.5 萬 | 0.09% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 4,609 | $168.7 萬 | 0.10% | +596+14.9% | 加碼 |
| Scholtz & Company, LLC | 3,380 | $169.3 萬 | 1.21% | −4,788−58.6% | 減碼 |
| Trustmark National Bank Trust Department | 4,631 | $169.5 萬 | 0.16% | −614−11.7% | 減碼 |
| Advisor Partners II, LLC | 4,669 | $170.9 萬 | 0.13% | +4,669 | 新進 |
| Brinker Capital Investments, LLC | 4,674 | $171.1 萬 | 0.04% | +131+2.9% | 加碼 |
| Tredje AP-fonden | 4,698 | $171.9 萬 | 0.04% | −16,262−77.6% | 減碼 |
| Intrust Bank NA | 4,702 | $172.1 萬 | 0.27% | −319−6.4% | 減碼 |
| Cresset Asset Management, LLC | 4,694 | $172.6 萬 | 0.02% | −188−3.9% | 減碼 |
| GAM Holding AG | 4,717 | $172.7 萬 | 0.13% | −11−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,723 | $172.8 萬 | 0.08% | −70−1.5% | 減碼 |
| Panagora Asset Management Inc | 4,751 | $173.9 萬 | 0.01% | −72,613−93.9% | 減碼 |
| Primoris Wealth Advisors, LLC | 4,822 | $174.4 萬 | 3.11% | −844−14.9% | 減碼 |
| Terra Nova Asset Management LLC | 4,766 | $174.4 萬 | 1.91% | +136+2.9% | 加碼 |
| Hendley & Co Inc | 4,784 | $175.1 萬 | 0.81% | −25−0.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,790 | $175.3 萬 | 0.03% | −690−12.6% | 減碼 |
| Columbia Trust Co 01012016 | 4,873 | $178.3 萬 | 1.01% | −499−9.3% | 減碼 |
| Symmetry Partners, LLC | 4,874 | $178.4 萬 | 0.12% | −15−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,909 | $179.7 萬 | 0.17% | +170+3.6% | 加碼 |
| Montag A & Associates Inc | 4,888 | $179.8 萬 | 0.12% | −1,768−26.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,920 | $180.1 萬 | 0.11% | +3,240+192.9% | 加碼 |
| L & S Advisors Inc | 4,963 | $181.6 萬 | 0.32% | −329−6.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,979 | $182.2 萬 | 0.21% | +159+3.3% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $183.0 萬 | 1.82% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,018 | $183.7 萬 | 0.09% | +41+0.8% | 加碼 |
| Scotia Capital Inc. | 5,049 | $184.8 萬 | 0.01% | +457+10.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 5,087 | $186.2 萬 | 0.05% | −990−16.3% | 減碼 |
| Jackson Square Capital, LLC | 5,089 | $186.3 萬 | 0.91% | −2,459−32.6% | 減碼 |
| Quantbot Technologies LP | 5,171 | $189.2 萬 | 0.14% | +2,894+127.1% | 加碼 |
| Jackson Wealth Management, LLC | 5,179 | $189.6 萬 | 0.37% | +3,268+171.0% | 加碼 |
| Probity Advisors, Inc. | 5,187 | $189.9 萬 | 0.47% | −292−5.3% | 減碼 |
| Moors & Cabot, Inc. | 5,284 | $193.4 萬 | 0.15% | +736+16.2% | 加碼 |
| Jane Street Group, LLC | 5,343 | $195.6 萬 | 0.00% | −57,423−91.5% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 5,320 | $195.6 萬 | 2.56% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 4,641 | $197.8 萬 | 3.26% | 00.0% | 不變 |
| SG Americas Securities, LLC | 5,453 | $199.6 萬 | 0.03% | −2,598−32.3% | 減碼 |
| Palouse Capital Management, Inc. | 5,487 | $200.8 萬 | 1.14% | −169−3.0% | 減碼 |
| Wellington Shields Capital Management, LLC | 5,505 | $201.5 萬 | 0.48% | +5,505 | 新進 |
| Pathstone Family Office, LLC | 5,265 | $201.9 萬 | 0.04% | +855+19.4% | 加碼 |
| TD Waterhouse Canada Inc. | 4,982 | $202.0 萬 | 0.02% | +290+6.2% | 加碼 |
| Malaga Cove Capital, LLC | 5,531 | $202.4 萬 | 1.15% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 5,595 | $204.8 萬 | 0.27% | −341−5.7% | 減碼 |
| Ossiam | 5,615 | $205.5 萬 | 0.06% | −4,861−46.4% | 減碼 |
| United Fire Group Inc | 5,625 | $205.9 萬 | 1.38% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 5,726 | $209.6 萬 | 0.19% | −119−2.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,754 | $210.6 萬 | 0.26% | −30−0.5% | 減碼 |
| Veritable, L.P. | 5,774 | $211.3 萬 | 0.04% | −156−2.6% | 減碼 |
| Twin Capital Management Inc | 5,785 | $211.7 萬 | 0.29% | −4−0.1% | 減碼 |
| GWM Advisors LLC | 5,807 | $212.6 萬 | 0.03% | −901−13.4% | 減碼 |
| Stoneridge Investment Partners LLC | 5,829 | $213.3 萬 | 1.25% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 5,850 | $214.1 萬 | 0.10% | −600−9.3% | 減碼 |
| Cetera Advisor Networks LLC | 5,880 | $215.2 萬 | 0.03% | −738−11.2% | 減碼 |
| Hennessy Advisors Inc | 5,920 | $216.7 萬 | 0.15% | −86−1.4% | 減碼 |
| Pacifica Partners Inc. | 5,287 | $218.1 萬 | 1.58% | −11−0.2% | 減碼 |
| Private Advisor Group, LLC | 5,992 | $219.3 萬 | 0.03% | −2,561−29.9% | 減碼 |
| American Trust Investment Advisors, LLC | 6,013 | $220.1 萬 | 1.41% | +159+2.7% | 加碼 |
| V Wealth Advisors LLC | 6,077 | $222.5 萬 | 0.45% | +202+3.4% | 加碼 |
| Monetary Management Group Inc | 6,106 | $223.5 萬 | 0.74% | −1,457−19.3% | 減碼 |
| Squarepoint Ops LLC | 6,170 | $225.8 萬 | 0.02% | −23,923−79.5% | 減碼 |
| Wolverine Trading, LLC | 6,175 | $228.8 萬 | 0.09% | −6,189−50.1% | 減碼 |
| TrinityPoint Wealth, LLC | 6,289 | $230.2 萬 | 0.53% | +6,289 | 新進 |
| Roanoke Asset Management Corp | 6,375 | $233.3 萬 | 1.11% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 6,558 | $240.0 萬 | 0.08% | −2,357−26.4% | 減碼 |
| Madison Wealth Management | 6,558 | $240.0 萬 | 0.59% | +6,558 | 新進 |
| Engineers Gate Manager LP | 6,562 | $240.2 萬 | 0.15% | +970+17.3% | 加碼 |
| Tiaa, FSB | 6,599 | $241.5 萬 | 0.01% | −4,180−38.8% | 減碼 |
| Prudential PLC | 6,602 | $241.6 萬 | 0.04% | +213+3.3% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,607 | $241.8 萬 | 0.47% | +151+2.3% | 加碼 |
| Nicholas Investment Partners, LP | 6,710 | $245.6 萬 | 0.23% | −709−9.6% | 減碼 |
| Martingale Asset Management L P | 6,723 | $246.1 萬 | 0.05% | −6,346−48.6% | 減碼 |
| New Potomac Partners, LLC | 6,723 | $246.1 萬 | 2.08% | −31−0.5% | 減碼 |
| Charter Trust Co | 6,823 | $249.7 萬 | 0.22% | +118+1.8% | 加碼 |
| Kempen Capital Management N.V. | 6,925 | $253.5 萬 | 0.10% | −210−2.9% | 減碼 |
| Commerce Bank | 6,969 | $255.0 萬 | 0.02% | −200−2.8% | 減碼 |
| Bridgeway Capital Management, LLC | 7,000 | $256.2 萬 | 0.07% | −3,950−36.1% | 減碼 |
| CX Institutional | 7,014 | $256.7 萬 | 0.18% | +6,895+5,794.1% | 加碼 |
| New Mexico Educational Retirement Board | 7,093 | $259.6 萬 | 0.14% | −600−7.8% | 減碼 |
| Siemens Fonds Invest GmbH | 7,094 | $259.6 萬 | 0.30% | −227−3.1% | 減碼 |