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 |
|---|---|---|---|---|---|
| Seizert Capital Partners, LLC | 18,910 | $692.1 萬 | 0.39% | +1,904+11.2% | 加碼 |
| Elemental Capital Partners LLC | 18,610 | $681.1 萬 | 10.04% | −120−0.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 18,560 | $679.3 萬 | 0.88% | −1,479−7.4% | 減碼 |
| Railway Pension Investments Ltd | 18,500 | $677.1 萬 | 0.07% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 18,379 | $672.7 萬 | 0.04% | −1,078−5.5% | 減碼 |
| Distillate Capital Partners LLC | 17,388 | $663.6 萬 | 0.89% | +2,368+15.8% | 加碼 |
| Trexquant Investment LP | 18,091 | $662.1 萬 | 0.23% | +18,091 | 新進 |
| Prime Capital Investment Advisors, LLC | 18,030 | $659.9 萬 | 0.38% | +8,929+98.1% | 加碼 |
| National Bank of Canada | 17,362 | $654.2 萬 | 0.04% | +11,504+196.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,800 | $651.5 萬 | 0.03% | +17,800 | 新進 |
| Andra AP-fonden | 17,500 | $640.5 萬 | 0.21% | +3,200+22.4% | 加碼 |
| Cornerstone Advisors, LLC | 17,000 | $622.2 萬 | 0.31% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 16,946 | $620.2 萬 | 1.58% | 00.0% | 不變 |
| ICICI Prudential Asset Management Co Ltd | 16,895 | $618.4 萬 | 0.96% | +3,026+21.8% | 加碼 |
| Bank of Nova Scotia | 16,892 | $618.3 萬 | 0.02% | −40,413−70.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 16,717 | $612.0 萬 | 0.11% | −748−4.3% | 減碼 |
| Bokf, NA | 16,600 | $607.6 萬 | 0.12% | −2,108−11.3% | 減碼 |
| Glenmede Trust Co NA | 16,520 | $604.5 萬 | 0.04% | −1,017−5.8% | 減碼 |
| Banque Pictet & Cie SA | 16,361 | $598.8 萬 | 0.07% | +645+4.1% | 加碼 |
| Louisiana State Employees Retirement System | 16,200 | $592.9 萬 | 0.17% | 00.0% | 不變 |
| HRT Financial LP | 16,175 | $592.0 萬 | 0.06% | +16,175 | 新進 |
| Marco Investment Management LLC | 16,039 | $587.0 萬 | 0.74% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 16,043 | $586.8 萬 | 0.77% | +40+0.2% | 加碼 |
| Industrial Alliance Investment Management Inc. | 15,999 | $585.6 萬 | 0.17% | −8,924−35.8% | 減碼 |
| Capula Management Ltd | 15,974 | $584.6 萬 | 0.72% | −1,849−10.4% | 減碼 |
| Employees Retirement System of Texas | 15,933 | $583.1 萬 | 0.09% | +15,933 | 新進 |
| Czech National Bank | 15,906 | $582.2 萬 | 0.17% | +15,906 | 新進 |
| Rockefeller Capital Management L.P. | 15,865 | $580.6 萬 | 0.03% | −6,848−30.2% | 減碼 |
| Cozad Asset Management Inc | 15,599 | $570.9 萬 | 0.93% | +824+5.6% | 加碼 |
| Lido Advisors, LLC | 15,440 | $565.1 萬 | 0.11% | +335+2.2% | 加碼 |
| Cable Hill Partners, LLC | 15,214 | $556.8 萬 | 1.13% | +27+0.2% | 加碼 |
| Marshall Wace, LLP | 15,150 | $554.7 萬 | 0.01% | +10,631+235.3% | 加碼 |
| James Investment Research Inc | 15,100 | $552.7 萬 | 0.79% | −1,199−7.4% | 減碼 |
| Caas Capital Management LP | 15,100 | $552.7 萬 | 0.73% | +9,800+184.9% | 加碼 |
| Holocene Advisors, LP | 15,059 | $551.2 萬 | 0.04% | +4,062+36.9% | 加碼 |
| Quantitative Investment Management, LLC | 15,043 | $550.5 萬 | 0.91% | +15,043 | 新進 |
| Advisory Services Network, LLC | 15,038 | $550.4 萬 | 0.19% | −135−0.9% | 減碼 |
| 3G Capital Partners LP | 15,000 | $549.0 萬 | 11.58% | +15,000 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 14,954 | $547.3 萬 | 0.13% | 00.0% | 不變 |
| Capital Group Private Client Services, Inc. | 14,851 | $543.5 萬 | 0.08% | −22,080−59.8% | 減碼 |
| Terry L. Blaker | 14,846 | $543.4 萬 | 0.54% | +1,943+15.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,845 | $543.3 萬 | 0.13% | −104−0.7% | 減碼 |
| YHB Investment Advisors, Inc. | 14,808 | $542.0 萬 | 0.60% | +101+0.7% | 加碼 |
| Illinois Municipal Retirement Fund | 14,788 | $541.2 萬 | 0.13% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 13,711 | $539.4 萬 | 0.60% | +638+4.9% | 加碼 |
| LMCG Investments, LLC | 14,731 | $539.2 萬 | 0.39% | +2,099+16.6% | 加碼 |
| Public Sector Pension Investment Board | 14,683 | $537.4 萬 | 0.05% | +1,340+10.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 14,645 | $536.0 萬 | 0.33% | −9,570−39.5% | 減碼 |
| Chartwell Investment Partners, LLC | 14,629 | $535.5 萬 | 0.23% | −9,726−39.9% | 減碼 |
| Stephens Inc | 14,532 | $531.9 萬 | 0.11% | +13,730+1,712.0% | 加碼 |
| PFS Investments Inc. | 14,483 | $530.1 萬 | 0.11% | +293+2.1% | 加碼 |
| Twin Tree Management, LP | 14,457 | $529.1 萬 | 0.14% | −14,661−50.4% | 減碼 |
| Duality Advisers, LP | 14,386 | $526.5 萬 | 0.57% | +14,386 | 新進 |
| Hillman Capital Management, Inc. | 14,350 | $525.2 萬 | 2.18% | −1,338−8.5% | 減碼 |
| Achmea Investment Management B.V. | 14,157 | $518.1 萬 | 0.18% | −2,160−13.2% | 減碼 |
| Azzad Asset Management Inc | 15,271 | $517.6 萬 | 0.52% | +1,086+7.7% | 加碼 |
| HAP Trading, LLC | 14,051 | $514.3 萬 | 0.66% | +14,051 | 新進 |
| Ensign Peak Advisors, Inc | 14,014 | $512.9 萬 | 0.01% | −435−3.0% | 減碼 |
| Hartford Investment Management Co | 14,009 | $512.7 萬 | 0.17% | −67−0.5% | 減碼 |
| Natixis | 13,888 | $509.2 萬 | 0.02% | −49,616−78.1% | 減碼 |
| Impax Asset Management Group plc | 13,911 | $509.1 萬 | 0.03% | +1,209+9.5% | 加碼 |
| AE Wealth Management LLC | 13,775 | $504.2 萬 | 0.04% | +1,603+13.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,727 | $502.4 萬 | 0.43% | −51−0.4% | 減碼 |
| British Columbia Investment Management Corp | 13,724 | $502.3 萬 | 0.06% | −2,459−15.2% | 減碼 |
| Baker Ellis Asset Management LLC | 13,706 | $501.6 萬 | 1.09% | +92+0.7% | 加碼 |
| CenterBook Partners LP | 13,669 | $500.3 萬 | 0.97% | +3,318+32.1% | 加碼 |
| Simplex Trading, LLC | 13,653 | $499.6 萬 | 0.19% | +3,163+30.2% | 加碼 |
| Socorro Asset Management LP | 13,507 | $494.4 萬 | 2.30% | 00.0% | 不變 |
| Means Investment Co., Inc. | 13,472 | $493.1 萬 | 1.07% | +45+0.3% | 加碼 |
| Conning Inc. | 13,368 | $489.3 萬 | 0.17% | +82+0.6% | 加碼 |
| Kestra Advisory Services, LLC | 13,215 | $483.7 萬 | 0.05% | +5,306+67.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,165 | $481.9 萬 | 0.03% | +542+4.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 13,110 | $479.9 萬 | 0.06% | +13,110 | 新進 |
| Assetmark, Inc | 13,069 | $478.3 萬 | 0.02% | −718−5.2% | 減碼 |
| Norinchukin Bank, The | 12,669 | $463.7 萬 | 0.09% | +1,130+9.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,622 | $462.0 萬 | 0.07% | −1,116−8.1% | 減碼 |
| PGGM Investments | 12,577 | $460.3 萬 | 0.08% | +12,577 | 新進 |
| Connectus Wealth, LLC | 12,263 | $448.9 萬 | 0.09% | +5,777+89.1% | 加碼 |
| Gateway Investment Advisers LLC | 12,227 | $447.5 萬 | 0.06% | −59−0.5% | 減碼 |
| Financial Counselors Inc | 12,151 | $444.7 萬 | 0.11% | +401+3.4% | 加碼 |
| Gotham Asset Management, LLC | 12,007 | $439.5 萬 | 0.13% | −5,249−30.4% | 減碼 |
| Covington Investment Advisors Inc. | 11,890 | $435.2 萬 | 1.13% | +1,490+14.3% | 加碼 |
| Rheos Capital Works Inc. | 11,700 | $428.2 萬 | 0.29% | −11,500−49.6% | 減碼 |
| Securian Asset Management, Inc | 11,694 | $428.0 萬 | 0.13% | −125−1.1% | 減碼 |
| Profund Advisors LLC | 11,606 | $424.8 萬 | 0.31% | −978−7.8% | 減碼 |
| Central Bank & Trust Co | 11,377 | $416.4 萬 | 0.90% | +1,626+16.7% | 加碼 |
| CCM Investment Advisers LLC | 11,365 | $415.9 萬 | 0.71% | −159−1.4% | 減碼 |
| Steel Peak Wealth Management LLC | 11,177 | $411.0 萬 | 0.31% | +409+3.8% | 加碼 |
| Altrafin AG | 11,209 | $410.2 萬 | 2.46% | +235+2.1% | 加碼 |
| Valley National Advisers Inc | 12,689 | $408.7 萬 | 0.85% | −590−4.4% | 減碼 |
| MML Investors Services, LLC | 10,991 | $402.3 萬 | 0.03% | −443−3.9% | 減碼 |
| Winmill & Co. Inc | 10,900 | $398.9 萬 | 1.58% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 10,889 | $398.5 萬 | 0.24% | 00.0% | 不變 |
| FIL Ltd | 10,838 | $396.7 萬 | 0.01% | +981+10.0% | 加碼 |
| Sitrin Capital Management LLC | 10,783 | $394.7 萬 | 2.60% | +206+1.9% | 加碼 |
| Baldwin Investment Management, LLC | 10,738 | $393.0 萬 | 1.52% | +149+1.4% | 加碼 |
| CIBC World Markets Corp | 10,726 | $392.6 萬 | 0.05% | −15,611−59.3% | 減碼 |
| Kentucky Retirement Systems | 10,722 | $392.4 萬 | 0.17% | +427+4.1% | 加碼 |
| Spire Wealth Management | 10,646 | $389.6 萬 | 0.24% | −2,696−20.2% | 減碼 |
| Ziegler Capital Management, LLC | 10,637 | $389.3 萬 | 0.17% | −379−3.4% | 減碼 |