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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 7,114 | $260.3 萬 | 0.32% | +1,880+35.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 7,176 | $262.7 萬 | 0.07% | −1,089−13.2% | 減碼 |
| TD Private Client Wealth LLC | 7,253 | $265.5 萬 | 0.14% | −242−3.2% | 減碼 |
| Wealthfront Advisers LLC | 7,276 | $266.3 萬 | 0.01% | +689+10.5% | 加碼 |
| Summit Street Capital Management, LLC | 7,321 | $267.9 萬 | 1.86% | 00.0% | 不變 |
| Ethic Inc. | 7,321 | $268.0 萬 | 0.18% | +1,435+24.4% | 加碼 |
| Shell Asset Management Co | 7,326 | $268.1 萬 | 0.10% | −1,887−20.5% | 減碼 |
| Rench Wealth Management, Inc. | 7,336 | $268.5 萬 | 1.51% | +149+2.1% | 加碼 |
| First Horizon Advisors, Inc. | 7,341 | $268.6 萬 | 0.11% | −958−11.5% | 減碼 |
| Marshall & Sullivan Inc | 7,342 | $268.7 萬 | 1.86% | +107+1.5% | 加碼 |
| Harvest Volatility Management LLC | 7,275 | $269.6 萬 | 0.47% | −293−3.9% | 減碼 |
| Aquatic Capital Management LLC | 7,400 | $270.8 萬 | 0.26% | +5,400+270.0% | 加碼 |
| Whittier Trust Co | 7,412 | $271.3 萬 | 0.06% | +998+15.6% | 加碼 |
| Warther Private Wealth, LLC | 7,505 | $274.7 萬 | 2.17% | +1,705+29.4% | 加碼 |
| AlphaCrest Capital Management LLC | 7,528 | $275.5 萬 | 0.17% | +3,483+86.1% | 加碼 |
| Institute for Wealth Management, LLC. | 7,562 | $276.8 萬 | 0.62% | −4−0.1% | 減碼 |
| Heron Bay Capital Management | 7,729 | $282.9 萬 | 1.93% | −87−1.1% | 減碼 |
| Alcosta Capital Management, Inc. | 7,756 | $283.9 萬 | 2.78% | −225−2.8% | 減碼 |
| Naples Global Advisors, LLC | 7,800 | $286.8 萬 | 0.39% | +210+2.8% | 加碼 |
| Metropolitan Life Insurance Co | 7,866 | $287.9 萬 | 0.14% | −198−2.5% | 減碼 |
| Brighton Jones LLC | 7,874 | $288.2 萬 | 0.17% | +116+1.5% | 加碼 |
| Level Four Advisory Services, LLC | 7,902 | $289.2 萬 | 0.28% | −23−0.3% | 減碼 |
| HB Wealth Management, LLC | 7,904 | $289.3 萬 | 0.06% | +1,058+15.5% | 加碼 |
| Atria Investments LLC | 7,948 | $290.9 萬 | 0.06% | −496−5.9% | 減碼 |
| Moore Capital Management, LP | 8,000 | $292.8 萬 | 0.08% | +1,850+30.1% | 加碼 |
| Regentatlantic Capital LLC | 8,146 | $298.1 萬 | 0.09% | +1,001+14.0% | 加碼 |
| Kingfisher Capital LLC | 8,164 | $298.8 萬 | 0.82% | +253+3.2% | 加碼 |
| Bailard, Inc. | 8,213 | $300.6 萬 | 0.12% | −526−6.0% | 減碼 |
| Fred Alger Management, LLC | 8,343 | $305.4 萬 | 0.02% | −208,798−96.2% | 減碼 |
| McBroom & Associates, LLC | 8,349 | $305.6 萬 | 3.45% | −316−3.6% | 減碼 |
| Capstone Investment Advisors, LLC | 8,384 | $306.9 萬 | 0.07% | +7,853+1,478.9% | 加碼 |
| Farmers Trust Co | 8,391 | $307.1 萬 | 0.77% | +151+1.8% | 加碼 |
| Laffer Tengler Investments | 8,477 | $310.3 萬 | 1.14% | +564+7.1% | 加碼 |
| Taylor Hoffman Wealth Management | 8,685 | $317.9 萬 | 1.67% | +84+1.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 7,465 | $318.1 萬 | 0.22% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 8,752 | $321.5 萬 | 0.06% | −180−2.0% | 減碼 |
| JustInvest LLC | 8,806 | $322.3 萬 | 0.15% | −477−5.1% | 減碼 |
| Advisors Asset Management, Inc. | 8,859 | $324.2 萬 | 0.07% | −368−4.0% | 減碼 |
| FORA Capital, LLC | 8,863 | $324.4 萬 | 0.62% | +7,783+720.6% | 加碼 |
| KWMG, LLC | 8,958 | $327.9 萬 | 0.50% | +488+5.8% | 加碼 |
| Bank of the West | 9,010 | $329.8 萬 | 0.43% | −269−2.9% | 減碼 |
| Citadel Advisors LLC | 9,105 | $333.3 萬 | 0.00% | +670+7.9% | 加碼 |
| Harbour Capital Advisors, LLC | 9,662 | $338.9 萬 | 1.18% | −125−1.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,278 | $339.6 萬 | 0.09% | −299−3.1% | 減碼 |
| Heritage Trust Co | 9,364 | $342.7 萬 | 0.60% | +18+0.2% | 加碼 |
| Occudo Quantitative Strategies LP | 9,395 | $343.9 萬 | 0.27% | +9,395 | 新進 |
| Great Valley Advisor Group, Inc. | 9,520 | $348.5 萬 | 0.20% | +1,136+13.5% | 加碼 |
| Carret Asset Management, LLC | 9,569 | $350.2 萬 | 0.52% | −9−0.1% | 減碼 |
| Cullinan Associates Inc | 9,700 | $355.0 萬 | 0.22% | 00.0% | 不變 |
| Threadgill Financial, LLC | 9,705 | $355.2 萬 | 3.50% | −186−1.9% | 減碼 |
| King Luther Capital Management Corp | 9,761 | $357.3 萬 | 0.02% | +375+4.0% | 加碼 |
| Horizon Investment Services, LLC | 9,815 | $359.3 萬 | 2.60% | −224−2.2% | 減碼 |
| Hohimer Wealth Management, LLC | 9,865 | $361.1 萬 | 1.16% | +923+10.3% | 加碼 |
| Aviance Capital Partners, LLC | 9,903 | $362.5 萬 | 0.90% | −394−3.8% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $366.0 萬 | 0.06% | 00.0% | 不變 |
| Cetera Investment Advisers | 10,048 | $367.8 萬 | 0.07% | −1,682−14.3% | 減碼 |
| Northwest Bancshares, Inc. | 10,078 | $368.9 萬 | 0.86% | +102+1.0% | 加碼 |
| Fusion Capital, LLC | 10,093 | $369.4 萬 | 2.41% | +212+2.1% | 加碼 |
| Silvant Capital Management LLC | 10,048 | $369.5 萬 | 0.25% | +10,048 | 新進 |
| SeaCrest Wealth Management, LLC | 10,153 | $371.6 萬 | 0.56% | +41+0.4% | 加碼 |
| Omers Administration Corp | 10,163 | $372.0 萬 | 0.06% | +2,232+28.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,184 | $372.7 萬 | 0.09% | +517+5.3% | 加碼 |
| D.A. Davidson & Co. | 10,143 | $373.2 萬 | 0.05% | +57+0.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $374.2 萬 | 0.64% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 8,793 | $374.7 萬 | 0.70% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 10,315 | $377.5 萬 | 0.03% | +10,315 | 新進 |
| Fiduciary Trust Co | 10,340 | $378.4 萬 | 0.08% | −1,089−9.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 10,418 | $381.3 萬 | 0.14% | −578−5.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 10,573 | $387.0 萬 | 3.60% | −1,283−10.8% | 減碼 |
| Hosking Partners LLP | 10,583 | $387.3 萬 | 0.17% | −672−6.0% | 減碼 |
| Guinness Atkinson Asset Management Inc | 10,601 | $388.0 萬 | 2.48% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 10,625 | $388.9 萬 | 0.73% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 10,637 | $389.3 萬 | 0.17% | −379−3.4% | 減碼 |
| Ieq Capital, LLC | 10,636 | $389.3 萬 | 0.11% | +1,901+21.8% | 加碼 |
| Spire Wealth Management | 10,646 | $389.6 萬 | 0.24% | −2,696−20.2% | 減碼 |
| Kentucky Retirement Systems | 10,722 | $392.4 萬 | 0.17% | +427+4.1% | 加碼 |
| CIBC World Markets Corp | 10,726 | $392.6 萬 | 0.05% | −15,611−59.3% | 減碼 |
| Baldwin Investment Management, LLC | 10,738 | $393.0 萬 | 1.52% | +149+1.4% | 加碼 |
| Sitrin Capital Management LLC | 10,783 | $394.7 萬 | 2.60% | +206+1.9% | 加碼 |
| FIL Ltd | 10,838 | $396.7 萬 | 0.01% | +981+10.0% | 加碼 |
| Systematic Alpha Investments, LLC | 10,889 | $398.5 萬 | 0.24% | 00.0% | 不變 |
| Winmill & Co. Inc | 10,900 | $398.9 萬 | 1.58% | 00.0% | 不變 |
| MML Investors Services, LLC | 10,991 | $402.3 萬 | 0.03% | −443−3.9% | 減碼 |
| Valley National Advisers Inc | 12,689 | $408.7 萬 | 0.85% | −590−4.4% | 減碼 |
| Altrafin AG | 11,209 | $410.2 萬 | 2.46% | +235+2.1% | 加碼 |
| Steel Peak Wealth Management LLC | 11,177 | $411.0 萬 | 0.31% | +409+3.8% | 加碼 |
| CCM Investment Advisers LLC | 11,365 | $415.9 萬 | 0.71% | −159−1.4% | 減碼 |
| Central Bank & Trust Co | 11,377 | $416.4 萬 | 0.90% | +1,626+16.7% | 加碼 |
| Profund Advisors LLC | 11,606 | $424.8 萬 | 0.31% | −978−7.8% | 減碼 |
| Securian Asset Management, Inc | 11,694 | $428.0 萬 | 0.13% | −125−1.1% | 減碼 |
| Rheos Capital Works Inc. | 11,700 | $428.2 萬 | 0.29% | −11,500−49.6% | 減碼 |
| Covington Investment Advisors Inc. | 11,890 | $435.2 萬 | 1.13% | +1,490+14.3% | 加碼 |
| Gotham Asset Management, LLC | 12,007 | $439.5 萬 | 0.13% | −5,249−30.4% | 減碼 |
| Financial Counselors Inc | 12,151 | $444.7 萬 | 0.11% | +401+3.4% | 加碼 |
| Gateway Investment Advisers LLC | 12,227 | $447.5 萬 | 0.06% | −59−0.5% | 減碼 |
| Connectus Wealth, LLC | 12,263 | $448.9 萬 | 0.09% | +5,777+89.1% | 加碼 |
| PGGM Investments | 12,577 | $460.3 萬 | 0.08% | +12,577 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,622 | $462.0 萬 | 0.07% | −1,116−8.1% | 減碼 |
| Norinchukin Bank, The | 12,669 | $463.7 萬 | 0.09% | +1,130+9.8% | 加碼 |
| Assetmark, Inc | 13,069 | $478.3 萬 | 0.02% | −718−5.2% | 減碼 |