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 3,142 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 4 季 13F 持有人
Lam Research Corp 在 2022/12/31 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
- 1,347
- 較 2022 年第 3 季 +102 家
- 持有股數
- 1.13 億
- 較 2022 年第 3 季 +5.66 萬 (+0.1%)
- 總市值
- $475.0 億
- 較 2022 年第 3 季 +$61.1 億 (+14.8%)
- 新進機構
- 208
- 另有 441 家加碼
- 清倉機構
- 106
- 另有 512 家減碼
另有 28 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 | 3,142 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,788,267 | $49.5 億 | 0.13% | +130,177+1.1% | 加碼 |
| BlackRock Inc. | 11,027,183 | $46.3 億 | 0.15% | +100,676+0.9% | 加碼 |
| State Street Corp | 5,604,594 | $23.7 億 | 0.14% | −41,005−0.7% | 減碼 |
| Ameriprise Financial Inc | 4,982,563 | $20.9 億 | 0.72% | −433,522−8.0% | 減碼 |
| FMR LLC | 4,649,554 | $19.5 億 | 0.19% | −239,756−4.9% | 減碼 |
| JPMorgan Chase & Co | 3,760,079 | $15.8 億 | 0.22% | −114,122−2.9% | 減碼 |
| Price T Rowe Associates Inc | 3,389,485 | $14.2 億 | 0.23% | +2,831,381+507.3% | 加碼 |
| Fisher Asset Management, LLC | 2,641,859 | $11.1 億 | 0.75% | +373,106+16.4% | 加碼 |
| Janus Henderson Group PLC | 2,596,350 | $10.9 億 | 0.78% | −81,918−3.1% | 減碼 |
| Geode Capital Management, LLC | 2,523,525 | $10.6 億 | 0.15% | +50,208+2.0% | 加碼 |
| Sands Capital Management, LLC | 2,358,306 | $9.91 億 | 3.74% | −38,572−1.6% | 減碼 |
| Morgan Stanley | 1,651,084 | $6.94 億 | 0.08% | +425,918+34.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,639,700 | $6.89 億 | 0.27% | +25,374+1.6% | 加碼 |
| Invesco Ltd. | 1,524,707 | $6.41 億 | 0.19% | +136,341+9.8% | 加碼 |
| Northern Trust Corp | 1,523,279 | $6.40 億 | 0.13% | −8,203−0.5% | 減碼 |
| Amundi | 1,362,746 | $6.20 億 | 0.34% | −44,790−3.2% | 減碼 |
| Norges Bank | 1,473,295 | $6.19 億 | 0.15% | −15,432−1.0% | 減碼 |
| Bank of New York Mellon Corp | 1,440,418 | $6.05 億 | 0.14% | −127,944−8.2% | 減碼 |
| Massachusetts Financial Services Co | 1,143,333 | $4.81 億 | 0.17% | −148,190−11.5% | 減碼 |
| Van Eck Associates Corp | 1,128,695 | $4.74 億 | 1.23% | −11,634−1.0% | 減碼 |
| Bank of America Corp | 1,025,053 | $4.31 億 | 0.05% | −121,405−10.6% | 減碼 |
| Legal & General Group Plc | 991,525 | $4.17 億 | 0.16% | −34,305−3.3% | 減碼 |
| Goldman Sachs Group Inc | 975,318 | $4.10 億 | 0.12% | −92,209−8.6% | 減碼 |
| Artisan Partners Limited Partnership | 968,519 | $4.07 億 | 0.72% | +78,891+8.9% | 加碼 |
| Franklin Resources Inc | 918,171 | $3.86 億 | 0.20% | −257,733−21.9% | 減碼 |
| WCM Investment Management, LLC | 881,299 | $3.70 億 | 1.24% | +34,696+4.1% | 加碼 |
| Voya Investment Management LLC | 871,034 | $3.66 億 | 0.42% | −115,074−11.7% | 減碼 |
| Barclays PLC | 838,640 | $3.52 億 | 0.30% | +442,708+111.8% | 加碼 |
| Pictet Asset Management SA | 800,872 | $3.37 億 | 0.49% | −62,757−7.3% | 減碼 |
| UBS Asset Management Americas Inc | 796,697 | $3.35 億 | 0.18% | −123,721−13.4% | 減碼 |
| Millennium Management LLC | 789,793 | $3.32 億 | 0.37% | +367,721+87.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 765,334 | $3.22 億 | 1.71% | +9,518+1.3% | 加碼 |
| Winslow Capital Management, LLC | 751,677 | $3.16 億 | 1.76% | +751,677 | 新進 |
| Wells Fargo & Company | 750,157 | $3.15 億 | 0.10% | +26,216+3.6% | 加碼 |
| Charles Schwab Investment Management Inc | 743,789 | $3.13 億 | 0.10% | +20,912+2.9% | 加碼 |
| Dimensional Fund Advisors LP | 702,267 | $2.95 億 | 0.10% | −3,635−0.5% | 減碼 |
| Sanders Capital, LLC | 645,194 | $2.71 億 | 0.71% | +645,194 | 新進 |
| Alkeon Capital Management LLC | 603,247 | $2.54 億 | 1.89% | −234,288−28.0% | 減碼 |
| Swiss National Bank | 556,800 | $2.34 億 | 0.17% | −44,332−7.4% | 減碼 |
| First Trust Advisors LP | 522,608 | $2.20 億 | 0.26% | −55,231−9.6% | 減碼 |
| UBS Group AG | 521,234 | $2.19 億 | 0.11% | +73,328+16.4% | 加碼 |
| Coatue Management LLC大師Coatue | 480,680 | $2.02 億 | 2.27% | −4,611−1.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 468,510 | $1.97 億 | 0.16% | −23,481−4.8% | 減碼 |
| Nordea Investment Management AB | 445,451 | $1.85 億 | 0.29% | −309,609−41.0% | 減碼 |
| Boston Partners | 419,025 | $1.78 億 | 0.24% | +77,696+22.8% | 加碼 |
| Deutsche Bank AG | 423,073 | $1.78 億 | 0.10% | −56,121−11.7% | 減碼 |
| Royal Bank of Canada | 395,334 | $1.66 億 | 0.05% | +199,773+102.2% | 加碼 |
| Vulcan Value Partners, LLC | 332,094 | $1.39 億 | 1.87% | −254,404−43.4% | 減碼 |
| Aspex Management (HK) Ltd | 330,000 | $1.39 億 | 3.88% | −270,000−45.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 329,956 | $1.39 億 | 0.13% | −3,678−1.1% | 減碼 |
| California Public Employees Retirement System | 320,196 | $1.35 億 | 0.11% | +9,223+3.0% | 加碼 |
| Envestnet Asset Management Inc | 313,616 | $1.32 億 | 0.07% | +143,219+84.1% | 加碼 |
| HSBC Holdings PLC | 313,942 | $1.32 億 | 0.16% | +104,249+49.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 304,785 | $1.28 億 | 0.31% | +101,600+50.0% | 加碼 |
| Theleme Partners LLP | 294,000 | $1.24 億 | 4.75% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 285,213 | $1.20 億 | 1.00% | +21,625+8.2% | 加碼 |
| Citigroup Inc | 276,175 | $1.16 億 | 0.16% | −38,588−12.3% | 減碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $1.13 億 | 20.25% | −31,100−10.4% | 減碼 |
| Rhumbline Advisers | 268,941 | $1.13 億 | 0.15% | +19,452+7.8% | 加碼 |
| Capital Research Global Investors | 265,670 | $1.12 億 | 0.03% | −296,018−52.7% | 減碼 |
| TD Asset Management Inc | 262,621 | $1.10 億 | 0.14% | +126,238+92.6% | 加碼 |
| Cincinnati Insurance Co | 249,211 | $1.05 億 | 2.09% | +61,750+32.9% | 加碼 |
| Credit Suisse AG | 246,617 | $1.04 億 | 0.11% | −9,252−3.6% | 減碼 |
| New York State Common Retirement Fund | 245,902 | $1.03 億 | 0.14% | −19,251−7.3% | 減碼 |
| Agf Management Ltd | 243,723 | $1.02 億 | 0.74% | +243,723 | 新進 |
| Principal Financial Group Inc | 242,154 | $1.02 億 | 0.08% | +8,937+3.8% | 加碼 |
| Scge Management, L.P. | 235,000 | $9,877 萬 | 3.49% | +179,000+319.6% | 加碼 |
| California State Teachers Retirement System | 233,348 | $9,808 萬 | 0.15% | +1,253+0.5% | 加碼 |
| Jennison Associates LLC | 232,225 | $9,760 萬 | 0.10% | +86,110+58.9% | 加碼 |
| National Pension Service | 230,668 | $9,695 萬 | 0.19% | +3,994+1.8% | 加碼 |
| Avalon Investment & Advisory | 230,357 | $9,682 萬 | 2.76% | +41,322+21.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 227,175 | $9,548 萬 | 0.25% | −1,716−0.7% | 減碼 |
| Alliancebernstein L.P. | 217,936 | $9,160 萬 | 0.04% | −4,486−2.0% | 減碼 |
| Allianz Asset Management GmbH | 215,637 | $9,063 萬 | 0.20% | +32,521+17.8% | 加碼 |
| Mackenzie Financial Corp | 212,580 | $8,935 萬 | 0.15% | −10,567−4.7% | 減碼 |
| Victory Capital Management Inc | 210,194 | $8,834 萬 | 0.10% | −176,563−45.7% | 減碼 |
| Bank of Montreal | 198,936 | $8,773 萬 | 0.07% | +63,498+46.9% | 加碼 |
| Bessemer Group Inc | 203,384 | $8,548 萬 | 0.21% | +10,492+5.4% | 加碼 |
| 1832 Asset Management L.P. | 199,800 | $8,398 萬 | 0.17% | −178,670−47.2% | 減碼 |
| Parnassus Investments | 189,170 | $7,951 萬 | 0.20% | +189,170 | 新進 |
| Swedbank AB | 184,307 | $7,746 萬 | 0.17% | −79,688−30.2% | 減碼 |
| Ninety One UK Ltd | 178,458 | $7,501 萬 | 0.24% | −325−0.2% | 減碼 |
| Great West Life Assurance Co | 168,577 | $7,120 萬 | 0.19% | +46,325+37.9% | 加碼 |
| SEI Investments Co | 167,880 | $7,056 萬 | 0.16% | +91,691+120.3% | 加碼 |
| Worldquant Millennium Advisors LLC | 161,684 | $6,796 萬 | 1.55% | +88,826+121.9% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 154,868 | $6,509 萬 | 1.58% | −23,577−13.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 154,239 | $6,483 萬 | 0.16% | −3,750−2.4% | 減碼 |
| New York State Teachers Retirement System | 153,730 | $6,461 萬 | 0.16% | −4,569−2.9% | 減碼 |
| Heard Capital LLC | 152,640 | $6,415 萬 | 6.95% | −8,830−5.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 149,633 | $6,289 萬 | 0.16% | +4,612+3.2% | 加碼 |
| Nomura Asset Management Co Ltd | 146,735 | $6,167 萬 | 0.36% | +10,413+7.6% | 加碼 |
| APG Asset Management N.V. | 144,038 | $6,054 萬 | 0.12% | +118,792+470.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 143,651 | $5,951 萬 | 0.16% | +33,037+29.9% | 加碼 |
| ProShare Advisors LLC | 139,743 | $5,873 萬 | 0.21% | −13,537−8.8% | 減碼 |
| Canada Pension Plan Investment Board | 137,464 | $5,778 萬 | 0.10% | −108,000−44.0% | 減碼 |
| M&G Investment Management Ltd | 137,483 | $5,774 萬 | 0.43% | −12,681−8.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 134,277 | $5,610 萬 | 0.15% | +13,294+11.0% | 加碼 |
| Schroder Investment Management Group | 133,235 | $5,600 萬 | 0.09% | −20,691−13.4% | 減碼 |
| Prudential Financial Inc | 133,086 | $5,594 萬 | 0.09% | +14,238+12.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 132,912 | $5,586 萬 | 0.09% | +104,302+364.6% | 加碼 |