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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 38,562 | $1,411 萬 | 0.31% | +15,880+70.0% | 加碼 |
| Guinness Asset Management LTD | 38,349 | $1,404 萬 | 0.48% | −746−1.9% | 減碼 |
| Handelsbanken Fonder AB | 38,107 | $1,395 萬 | 0.09% | +974+2.6% | 加碼 |
| Voloridge Investment Management, LLC | 37,924 | $1,388 萬 | 0.07% | +37,924 | 新進 |
| Neville Rodie & Shaw Inc | 37,747 | $1,382 萬 | 1.36% | −363−1.0% | 減碼 |
| Arizona State Retirement System | 37,706 | $1,380 萬 | 0.14% | −565−1.5% | 減碼 |
| McGuire Investment Group, LLC | 37,458 | $1,371 萬 | 3.12% | +98+0.3% | 加碼 |
| Amalgamated Bank | 37,302 | $1,365 萬 | 0.13% | +122+0.3% | 加碼 |
| Man Group plc | 37,282 | $1,365 萬 | 0.06% | – | – |
| Deroy & Devereaux Private Investment Counsel Inc | 36,831 | $1,348 萬 | 1.17% | −10.0% | 減碼 |
| Janney Montgomery Scott LLC | 36,738 | $1,345 萬 | 0.06% | −5,845−13.7% | 減碼 |
| Baird Financial Group, Inc. | 36,630 | $1,341 萬 | 0.04% | +705+2.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 36,327 | $1,330 萬 | 0.22% | +9,661+36.2% | 加碼 |
| USS Investment Management Ltd | 35,895 | $1,314 萬 | 0.21% | −8,338−18.9% | 減碼 |
| HighTower Advisors, LLC | 35,654 | $1,301 萬 | 0.03% | −1,227−3.3% | 減碼 |
| Los Angeles Capital Management LLC | 35,254 | $1,290 萬 | 0.07% | +146+0.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,068 | $1,281 萬 | 0.16% | 00.0% | 不變 |
| Frontier Capital Management Co LLC | 34,897 | $1,277 萬 | 0.15% | −31,496−47.4% | 減碼 |
| CIBC Asset Management Inc | 34,497 | $1,263 萬 | 0.06% | +1,550+4.7% | 加碼 |
| Quadrature Capital Ltd | 34,462 | $1,261 萬 | 0.41% | +34,462 | 新進 |
| Capital International Inc | 34,429 | $1,260 萬 | 0.28% | −57,135−62.4% | 減碼 |
| Foundry Partners, LLC | 34,330 | $1,257 萬 | 0.79% | +305+0.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 33,859 | $1,239 萬 | 0.15% | +5,640+20.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 33,610 | $1,230 萬 | 0.03% | −2,065−5.8% | 減碼 |
| Forsta Ap-Fonden | 33,600 | $1,230 萬 | 0.15% | −1,400−4.0% | 減碼 |
| Swiss Life Asset Management Ltd | 33,081 | $1,211 萬 | 0.21% | −450−1.3% | 減碼 |
| KBC Group NV | 32,780 | $1,200 萬 | 0.06% | −78−0.2% | 減碼 |
| ING Groep NV | 32,404 | $1,186 萬 | 0.20% | −2,252−6.5% | 減碼 |
| Huntington National Bank | 32,167 | $1,177 萬 | 0.13% | −8,872−21.6% | 減碼 |
| South Dakota Investment Council | 31,352 | $1,148 萬 | 0.28% | +3,003+10.6% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 28,848 | $1,147 萬 | 1.67% | +1,617+5.9% | 加碼 |
| Pacer Advisors, Inc. | 31,139 | $1,140 萬 | 0.08% | +25,534+455.6% | 加碼 |
| Harber Asset Management LLC | 31,018 | $1,135 萬 | 3.55% | +2,475+8.7% | 加碼 |
| First Republic Investment Management, Inc. | 30,589 | $1,120 萬 | 0.03% | −8,182−21.1% | 減碼 |
| Hel Ved Capital Management Ltd | 30,473 | $1,115 萬 | 8.58% | −62,699−67.3% | 減碼 |
| American Century Companies Inc | 30,290 | $1,109 萬 | 0.01% | +1,384+4.8% | 加碼 |
| Xponance, Inc. | 30,220 | $1,106 萬 | 0.21% | +3,569+13.4% | 加碼 |
| Braun Stacey Associates Inc | 30,097 | $1,102 萬 | 0.67% | −10,137−25.2% | 減碼 |
| Leuthold Group, LLC | 30,015 | $1,099 萬 | 1.66% | −572−1.9% | 減碼 |
| Bowie Capital Management, LLC | 30,000 | $1,098 萬 | 1.73% | +30,000 | 新進 |
| Williams Jones Wealth Management, LLC. | 29,370 | $1,075 萬 | 0.19% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 28,775 | $1,053 萬 | 0.14% | +463+1.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 28,610 | $1,047 萬 | 0.02% | +21,007+276.3% | 加碼 |
| TCW Group Inc | 28,563 | $1,045 萬 | 0.15% | −5,611−16.4% | 減碼 |
| ClariVest Asset Management LLC | 28,141 | $1,030 萬 | 0.50% | −1,700−5.7% | 減碼 |
| Twinbeech Capital LP | 28,138 | $1,030 萬 | 0.27% | +17,307+159.8% | 加碼 |
| Fifth Third Bancorp | 28,123 | $1,029 萬 | 0.05% | −143−0.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 27,986 | $1,024 萬 | 0.39% | −9,360−25.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 27,771 | $1,016 萬 | 0.08% | +24,776+827.2% | 加碼 |
| Burney Co | 27,728 | $1,015 萬 | 0.56% | −1,632−5.6% | 減碼 |
| Shelton Capital Management | 27,719 | $1,015 萬 | 0.48% | −1,443−4.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,539 | $1,008 萬 | 0.14% | −1,800−6.1% | 減碼 |
| Commonwealth Equity Services, LLC | 27,508 | $1,007 萬 | 0.03% | +4,164+17.8% | 加碼 |
| United Services Automobile Association | 27,090 | $991.5 萬 | 0.28% | +159+0.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 27,065 | $991.1 萬 | 0.23% | −2,830−9.5% | 減碼 |
| Tudor Investment Corp Et Al | 26,897 | $984.4 萬 | 0.24% | +21,303+380.8% | 加碼 |
| Assenagon Asset Management S.A. | 26,556 | $971.9 萬 | 0.04% | +4,441+20.1% | 加碼 |
| Macquarie Group Ltd | 26,307 | $962.9 萬 | 0.01% | +36+0.1% | 加碼 |
| Daiwa Securities Group Inc. | 26,091 | $955.0 萬 | 0.08% | +11,349+77.0% | 加碼 |
| APG Asset Management N.V. | 25,246 | $943.2 萬 | 0.02% | −4,096−14.0% | 減碼 |
| Oak Grove Capital LLC | 25,500 | $933.3 萬 | 3.19% | −15,395−37.6% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 25,205 | $922.5 萬 | 0.16% | +25,205 | 新進 |
| Parsec Financial Management, Inc. | 24,711 | $904.4 萬 | 0.45% | +5,005+25.4% | 加碼 |
| Utah Retirement Systems | 24,538 | $898.1 萬 | 0.15% | −173−0.7% | 減碼 |
| Cincinnati Financial Corp | 24,224 | $886.6 萬 | 0.24% | +24,224 | 新進 |
| Nissay Asset Management Corp | 24,214 | $886.2 萬 | 0.09% | +408+1.7% | 加碼 |
| IFM Investors Pty Ltd | 24,210 | $886.1 萬 | 0.16% | +71+0.3% | 加碼 |
| State of Alaska, Department of Revenue | 23,856 | $873.1 萬 | 0.12% | −1,530−6.0% | 減碼 |
| National Asset Management, Inc. | 23,782 | $870.4 萬 | 0.26% | +599+2.6% | 加碼 |
| Transform Wealth, LLC | 23,636 | $869.0 萬 | 1.13% | +642+2.8% | 加碼 |
| Virginia Retirement Systems Et Al | 23,500 | $860.1 萬 | 0.10% | +23,500 | 新進 |
| Linscomb & Williams, Inc. | 23,389 | $856.1 萬 | 0.52% | +1,747+8.1% | 加碼 |
| Comerica Bank | 22,755 | $850.9 萬 | 0.07% | +766+3.5% | 加碼 |
| Gratus Capital LLC | 23,124 | $846.3 萬 | 0.90% | +23,124 | 新進 |
| Gulf International Bank (UK) Ltd | 23,120 | $846.1 萬 | 0.16% | +69+0.3% | 加碼 |
| Gradient Investments LLC | 22,991 | $841.5 萬 | 0.26% | +11,590+101.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 22,871 | $837.1 萬 | 0.05% | −53−0.2% | 減碼 |
| CIBC World Markets Inc. | 22,706 | $831.0 萬 | 0.04% | +3,733+19.7% | 加碼 |
| Cerity Partners LLC | 22,572 | $829.2 萬 | 0.10% | −1,253−5.3% | 減碼 |
| Mutual of America Capital Management LLC | 22,524 | $824.4 萬 | 0.11% | +53+0.2% | 加碼 |
| Yousif Capital Management, LLC | 22,473 | $822.5 萬 | 0.12% | −695−3.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 22,088 | $808.4 萬 | 0.03% | −43,753−66.5% | 減碼 |
| Aptus Capital Advisors, LLC | 21,957 | $803.7 萬 | 0.26% | −315−1.4% | 減碼 |
| Mercer Global Advisors Inc | 21,860 | $800.1 萬 | 0.05% | −242−1.1% | 減碼 |
| MBB Public Markets I LLC | 21,820 | $798.6 萬 | 0.22% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 22,210 | $796.8 萬 | 0.26% | +3,247+17.1% | 加碼 |
| New York Life Investment Management LLC | 21,659 | $792.7 萬 | 0.10% | −214−1.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 21,330 | $780.7 萬 | 0.06% | +1,609+8.2% | 加碼 |
| Liontrust Investment Partners LLP | 20,500 | $750.3 萬 | 0.12% | 00.0% | 不變 |
| Amica Mutual Insurance Co | 20,468 | $749.1 萬 | 1.06% | −2,964−12.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 20,366 | $745.3 萬 | 0.01% | +5,268+34.9% | 加碼 |
| Westpac Banking Corp | 20,326 | $743.9 萬 | 0.11% | −6,580−24.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,035 | $733.3 萬 | 0.07% | −162−0.8% | 減碼 |
| M&T Bank Corp | 20,003 | $732.3 萬 | 0.03% | −13,105−39.6% | 減碼 |
| FourThought Financial, LLC | 19,944 | $729.9 萬 | 1.08% | +1,695+9.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 19,810 | $725.1 萬 | 0.05% | +10,328+108.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 19,642 | $718.9 萬 | 0.29% | −10,100−34.0% | 減碼 |
| Texas Permanent School Fund | 19,381 | $709.3 萬 | 0.11% | +1,059+5.8% | 加碼 |
| Baker Avenue Asset Management, LP | 19,227 | $703.7 萬 | 0.47% | +221+1.2% | 加碼 |
| Harvard Management Co Inc | 19,131 | $700.2 萬 | 0.87% | 00.0% | 不變 |