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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 7,702 | $323.7 萬 | 0.07% | −1,157−13.1% | 減碼 |
| Heron Bay Capital Management | 7,860 | $330.4 萬 | 2.04% | +131+1.7% | 加碼 |
| Brighton Jones LLC | 7,883 | $331.3 萬 | 0.20% | +9+0.1% | 加碼 |
| Bailard, Inc. | 7,883 | $331.3 萬 | 0.13% | −330−4.0% | 減碼 |
| Pearl River Capital, LLC | 8,128 | $341.6 萬 | 0.58% | +5,583+219.4% | 加碼 |
| McBroom & Associates, LLC | 8,131 | $341.8 萬 | 3.71% | −218−2.6% | 減碼 |
| Point72 Middle East FZE | 8,168 | $343.3 萬 | 0.26% | +8,168 | 新進 |
| Meeder Asset Management Inc | 8,168 | $343.3 萬 | 0.30% | +5,355+190.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,147 | $343.6 萬 | 0.06% | −605−6.9% | 減碼 |
| Naples Global Advisors, LLC | 8,298 | $350.2 萬 | 0.44% | +498+6.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 8,347 | $350.8 萬 | 0.09% | −931−10.0% | 減碼 |
| Farmers Trust Co | 8,389 | $352.6 萬 | 0.79% | −20.0% | 減碼 |
| Los Angeles Capital Management LLC | 8,491 | $356.9 萬 | 0.02% | −26,763−75.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,738 | $367.3 萬 | 0.09% | +1,562+21.8% | 加碼 |
| Financial Partners Group, LLC | 8,790 | $369.4 萬 | 2.18% | +8,790 | 新進 |
| Taylor Hoffman Wealth Management | 8,855 | $372.2 萬 | 2.28% | +170+2.0% | 加碼 |
| Aptus Capital Advisors, LLC | 8,874 | $373.0 萬 | 0.12% | −13,083−59.6% | 減碼 |
| JustInvest LLC | 8,911 | $374.5 萬 | 0.15% | +105+1.2% | 加碼 |
| Harbour Capital Advisors, LLC | 9,155 | $379.3 萬 | 1.28% | −507−5.2% | 減碼 |
| PGGM Investments | 9,061 | $380.8 萬 | 0.07% | −3,516−28.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 9,070 | $381.2 萬 | 3.78% | −1,503−14.2% | 減碼 |
| Insight Wealth Strategies, LLC | 9,155 | $384.8 萬 | 0.74% | +362+4.1% | 加碼 |
| KWMG, LLC | 9,292 | $390.5 萬 | 0.55% | +334+3.7% | 加碼 |
| Acadian Asset Management LLC | 9,304 | $390.8 萬 | 0.02% | +5,291+131.8% | 加碼 |
| SG Americas Securities, LLC | 9,302 | $391.0 萬 | 0.06% | +3,849+70.6% | 加碼 |
| Cetera Advisor Networks LLC | 9,314 | $391.5 萬 | 0.03% | +3,434+58.4% | 加碼 |
| Ziegler Capital Management, LLC | 9,370 | $393.8 萬 | 0.17% | −1,267−11.9% | 減碼 |
| Threadgill Financial, LLC | 9,411 | $395.5 萬 | 4.06% | −294−3.0% | 減碼 |
| Carret Asset Management, LLC | 9,546 | $401.2 萬 | 0.55% | −23−0.2% | 減碼 |
| Heritage Trust Co | 9,622 | $404.4 萬 | 0.66% | +258+2.8% | 加碼 |
| Horizon Investment Services, LLC | 9,625 | $404.5 萬 | 2.94% | −190−1.9% | 減碼 |
| Prelude Capital Management, LLC | 9,671 | $406.5 萬 | 0.25% | +8,414+669.4% | 加碼 |
| Financial Counselors Inc | 9,671 | $406.5 萬 | 0.09% | −2,480−20.4% | 減碼 |
| Cullinan Associates Inc | 9,700 | $407.7 萬 | 0.23% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 9,808 | $412.2 萬 | 0.31% | +1,906+24.1% | 加碼 |
| Fiduciary Trust Co | 9,933 | $417.5 萬 | 0.08% | −407−3.9% | 減碼 |
| Hartford Investment Management Co | 9,962 | $418.7 萬 | 0.13% | −4,047−28.9% | 減碼 |
| Silvant Capital Management LLC | 9,945 | $419.7 萬 | 0.30% | −103−1.0% | 減碼 |
| Aviance Capital Partners, LLC | 9,994 | $420.1 萬 | 0.98% | +91+0.9% | 加碼 |
| D.A. Davidson & Co. | 10,090 | $424.2 萬 | 0.05% | −53−0.5% | 減碼 |
| Guinness Atkinson Asset Management Inc | 10,095 | $424.3 萬 | 2.67% | −506−4.8% | 減碼 |
| Amica Mutual Insurance Co | 10,118 | $425.3 萬 | 0.54% | −10,350−50.6% | 減碼 |
| Omers Administration Corp | 10,163 | $427.2 萬 | 0.07% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 10,194 | $428.5 萬 | 0.61% | +41+0.4% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $429.8 萬 | 0.70% | 00.0% | 不變 |
| King Luther Capital Management Corp | 10,247 | $430.7 萬 | 0.02% | +486+5.0% | 加碼 |
| Spire Wealth Management | 10,250 | $430.8 萬 | 0.24% | −396−3.7% | 減碼 |
| Sitrin Capital Management LLC | 10,308 | $433.2 萬 | 2.76% | −475−4.4% | 減碼 |
| CCM Investment Advisers LLC | 10,338 | $434.5 萬 | 0.69% | −1,027−9.0% | 減碼 |
| Cinctive Capital Management LP | 10,341 | $434.6 萬 | 0.22% | +10,341 | 新進 |
| Norinchukin Bank, The | 10,373 | $436.0 萬 | 0.09% | −2,296−18.1% | 減碼 |
| Baldwin Investment Management, LLC | 10,436 | $438.6 萬 | 0.79% | −302−2.8% | 減碼 |
| Voloridge Investment Management, LLC | 10,569 | $444.2 萬 | 0.02% | −27,355−72.1% | 減碼 |
| Fusion Capital, LLC | 10,584 | $444.9 萬 | 2.62% | +491+4.9% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,605 | $445.7 萬 | 0.15% | +187+1.8% | 加碼 |
| Violich Capital Management, Inc. | 10,625 | $446.6 萬 | 0.79% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 10,675 | $448.7 萬 | 0.13% | +10,675 | 新進 |
| Steel Peak Wealth Management LLC | 10,665 | $450.2 萬 | 0.33% | −512−4.6% | 減碼 |
| Central Bank & Trust Co | 10,735 | $451.2 萬 | 0.85% | −642−5.6% | 減碼 |
| Shelton Capital Management | 10,757 | $452.1 萬 | 0.48% | −16,962−61.2% | 減碼 |
| Kentucky Retirement Systems | 10,769 | $452.6 萬 | 0.18% | +47+0.4% | 加碼 |
| Prudential PLC | 10,770 | $452.7 萬 | 0.06% | +4,168+63.1% | 加碼 |
| Laffer Tengler Investments | 10,809 | $454.3 萬 | 1.31% | +2,332+27.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,888 | $457.6 萬 | 0.09% | +704+6.9% | 加碼 |
| Systematic Alpha Investments, LLC | 10,889 | $457.7 萬 | 0.23% | 00.0% | 不變 |
| Lathrop Investment Management Corp | 10,893 | $457.8 萬 | 1.01% | +10,893 | 新進 |
| Paragon Advisors, LLC | 10,900 | $458.1 萬 | 2.02% | +10,900 | 新進 |
| Winmill & Co. Inc | 10,900 | $458.1 萬 | 1.67% | 00.0% | 不變 |
| Conning Inc. | 10,920 | $459.0 萬 | 0.15% | −2,448−18.3% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 11,088 | $466.0 萬 | 0.02% | −6,712−37.7% | 減碼 |
| Profund Advisors LLC | 11,096 | $466.4 萬 | 0.30% | −510−4.4% | 減碼 |
| MML Investors Services, LLC | 11,289 | $474.5 萬 | 0.03% | +298+2.7% | 加碼 |
| Securian Asset Management, Inc | 11,568 | $486.2 萬 | 0.14% | −126−1.1% | 減碼 |
| Northwest Bancshares, Inc. | 11,799 | $495.9 萬 | 1.00% | +1,721+17.1% | 加碼 |
| Coldstream Capital Management Inc | 11,928 | $501.3 萬 | 0.18% | +11,928 | 新進 |
| British Columbia Investment Management Corp | 12,138 | $510.2 萬 | 0.06% | −1,586−11.6% | 減碼 |
| Kestra Advisory Services, LLC | 12,194 | $512.5 萬 | 0.05% | −1,021−7.7% | 減碼 |
| Virginia Retirement Systems Et Al | 12,200 | $512.8 萬 | 0.05% | −11,300−48.1% | 減碼 |
| Impax Asset Management Group plc | 12,296 | $516.8 萬 | 0.02% | −1,615−11.6% | 減碼 |
| Gateway Investment Advisers LLC | 12,309 | $517.4 萬 | 0.06% | +82+0.7% | 加碼 |
| Covington Investment Advisors Inc. | 12,488 | $524.9 萬 | 1.26% | +598+5.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,500 | $525.4 萬 | 0.03% | −665−5.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 12,564 | $528.0 萬 | 0.09% | −4,153−24.8% | 減碼 |
| AE Wealth Management LLC | 12,698 | $533.7 萬 | 0.04% | −1,077−7.8% | 減碼 |
| Ieq Capital, LLC | 12,932 | $543.6 萬 | 0.15% | +2,296+21.6% | 加碼 |
| Capital Group Private Client Services, Inc. | 12,937 | $543.7 萬 | 0.07% | −1,914−12.9% | 減碼 |
| Value Aligned Research Advisors, LLC | 13,099 | $550.6 萬 | 2.50% | +13,099 | 新進 |
| Teachers Retirement System of the State of Kentucky | 13,110 | $551.0 萬 | 0.06% | 00.0% | 不變 |
| Means Investment Co., Inc. | 13,210 | $555.2 萬 | 1.11% | −262−1.9% | 減碼 |
| Socorro Asset Management LP | 13,245 | $556.7 萬 | 2.41% | −262−1.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,454 | $565.5 萬 | 0.13% | −1,500−10.0% | 減碼 |
| Baker Ellis Asset Management LLC | 13,817 | $580.7 萬 | 1.13% | +111+0.8% | 加碼 |
| Hillman Capital Management, Inc. | 13,868 | $582.9 萬 | 2.29% | −482−3.4% | 減碼 |
| Valley National Advisers Inc | 12,610 | $585.5 萬 | 1.05% | −79−0.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,085 | $592.0 萬 | 0.46% | +358+2.6% | 加碼 |
| Achmea Investment Management B.V. | 15,036 | $592.1 萬 | 0.20% | +879+6.2% | 加碼 |
| Connectus Wealth, LLC | 14,183 | $596.2 萬 | 0.16% | +1,920+15.7% | 加碼 |
| United Capital Financial Advisers, LLC | 14,396 | $605.1 萬 | 0.03% | −3,983−21.7% | 減碼 |
| Cable Hill Partners, LLC | 14,459 | $610.3 萬 | 1.09% | −755−5.0% | 減碼 |
| Marshall Wace, LLP | 14,604 | $613.8 萬 | 0.02% | −546−3.6% | 減碼 |