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 |
|---|---|---|---|---|---|
| PFS Investments Inc. | 14,624 | $614.6 萬 | 0.11% | +141+1.0% | 加碼 |
| Platinum Investment Management Ltd | 14,658 | $616.1 萬 | 0.23% | −29,778−67.0% | 減碼 |
| YHB Investment Advisors, Inc. | 14,729 | $619.1 萬 | 0.66% | −79−0.5% | 減碼 |
| Illinois Municipal Retirement Fund | 14,788 | $621.5 萬 | 0.14% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 14,793 | $621.7 萬 | 0.12% | −52−0.4% | 減碼 |
| Advisory Services Network, LLC | 15,119 | $635.4 萬 | 0.19% | +81+0.5% | 加碼 |
| Chartwell Investment Partners, LLC | 15,189 | $638.4 萬 | 0.25% | +560+3.8% | 加碼 |
| Assetmark, Inc | 15,214 | $639.4 萬 | 0.03% | +2,145+16.4% | 加碼 |
| Cetera Investment Advisers | 15,298 | $643.0 萬 | 0.06% | +5,250+52.2% | 加碼 |
| Bokf, NA | 15,359 | $645.5 萬 | 0.12% | −1,241−7.5% | 減碼 |
| HRT Financial LP | 15,406 | $647.5 萬 | 0.09% | −769−4.8% | 減碼 |
| Industrial Alliance Investment Management Inc. | 15,409 | $647.6 萬 | 0.18% | −590−3.7% | 減碼 |
| Lido Advisors, LLC | 15,460 | $649.8 萬 | 0.11% | +20+0.1% | 加碼 |
| LMCG Investments, LLC | 15,520 | $652.3 萬 | 0.46% | +789+5.4% | 加碼 |
| Louisiana State Employees Retirement System | 15,600 | $655.7 萬 | 0.18% | −600−3.7% | 減碼 |
| Daiwa Securities Group Inc. | 15,448 | $670.4 萬 | 0.05% | −10,643−40.8% | 減碼 |
| La Banque Postale Asset Management SA | 15,954 | $670.5 萬 | 0.19% | +15,954 | 新進 |
| Czech National Bank | 15,963 | $670.9 萬 | 0.18% | +57+0.4% | 加碼 |
| Cozad Asset Management Inc | 15,986 | $671.9 萬 | 0.94% | +387+2.5% | 加碼 |
| Marco Investment Management LLC | 16,039 | $674.1 萬 | 0.79% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 16,112 | $677.2 萬 | 0.07% | −249−1.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 16,174 | $679.8 萬 | 0.01% | −4,192−20.6% | 減碼 |
| BTC Capital Management, Inc. | 16,255 | $687.4 萬 | 0.83% | +212+1.3% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 16,834 | $707.5 萬 | 1.66% | −112−0.7% | 減碼 |
| Cornerstone Advisors, LLC | 17,000 | $714.5 萬 | 0.35% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 17,068 | $717.4 萬 | 0.87% | −1,492−8.0% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 17,076 | $717.7 萬 | 1.11% | +181+1.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 17,369 | $730.0 萬 | 0.05% | −2,441−12.3% | 減碼 |
| Terry L. Blaker | 17,784 | $747.4 萬 | 0.68% | +2,938+19.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 17,933 | $753.7 萬 | 0.13% | −7,272−28.9% | 減碼 |
| Varma Mutual Pension Insurance Co | 18,395 | $773.1 萬 | 0.11% | +18,395 | 新進 |
| Andra AP-fonden | 18,400 | $773.4 萬 | 0.23% | +900+5.1% | 加碼 |
| Seizert Capital Partners, LLC | 18,568 | $780.4 萬 | 0.41% | −342−1.8% | 減碼 |
| M&T Bank Corp | 18,776 | $789.1 萬 | 0.03% | −1,227−6.1% | 減碼 |
| Kerrisdale Advisers, LLC | 19,008 | $798.9 萬 | 2.37% | −51,115−72.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,029 | $799.8 萬 | 0.21% | +15,132+388.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 19,089 | $802.3 萬 | 0.30% | +1,059+5.9% | 加碼 |
| Harvard Management Co Inc | 19,131 | $804.1 萬 | 1.02% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 19,235 | $808.5 萬 | 0.35% | +19,235 | 新進 |
| Texas Permanent School Fund | 19,362 | $813.8 萬 | 0.12% | −19−0.1% | 減碼 |
| Parsec Financial Management, Inc. | 19,373 | $814.3 萬 | 0.36% | −5,338−21.6% | 減碼 |
| Natixis | 19,912 | $836.9 萬 | 0.05% | +6,024+43.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 19,930 | $837.7 萬 | 0.05% | −1,400−6.6% | 減碼 |
| FourThought Financial Partners, LLC | 19,993 | $840.3 萬 | 1.22% | +19,993 | 新進 |
| FIL Ltd | 20,312 | $853.7 萬 | 0.01% | +9,474+87.4% | 加碼 |
| Baker Avenue Asset Management, LP | 20,341 | $854.9 萬 | 0.51% | +1,114+5.8% | 加碼 |
| One01 Capital, LP | 20,437 | $859.0 萬 | 24.97% | +20,437 | 新進 |
| Westpac Banking Corp | 20,482 | $860.9 萬 | 0.13% | +156+0.8% | 加碼 |
| National Asset Management, Inc. | 20,398 | $861.1 萬 | 0.24% | −3,384−14.2% | 減碼 |
| First Republic Investment Management, Inc. | 20,561 | $864.2 萬 | 0.02% | −10,028−32.8% | 減碼 |
| Hosking Partners LLP | 20,682 | $869.3 萬 | 0.35% | +10,099+95.4% | 加碼 |
| Stephens Inc | 21,222 | $892.0 萬 | 0.18% | +6,690+46.0% | 加碼 |
| CIBC World Markets Inc. | 21,407 | $899.7 萬 | 0.04% | −1,299−5.7% | 減碼 |
| Two Sigma Advisers, LP | 21,500 | $903.6 萬 | 0.03% | +21,500 | 新進 |
| New York Life Investment Management LLC | 21,532 | $905.0 萬 | 0.10% | −127−0.6% | 減碼 |
| Two Sigma Investments, LP | 21,556 | $906.0 萬 | 0.03% | +21,556 | 新進 |
| MBB Public Markets I LLC | 21,820 | $917.1 萬 | 0.26% | 00.0% | 不變 |
| Rheos Capital Works Inc. | 22,100 | $928.9 萬 | 0.56% | +10,400+88.9% | 加碼 |
| Glenmede Trust Co NA | 22,642 | $951.6 萬 | 0.06% | +6,122+37.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 22,750 | $956.2 萬 | 0.05% | −121−0.5% | 減碼 |
| Yousif Capital Management, LLC | 22,858 | $960.7 萬 | 0.13% | +385+1.7% | 加碼 |
| Clough Capital Partners L P | 22,860 | $960.8 萬 | 0.97% | +22,860 | 新進 |
| Exencial Wealth Advisors, LLC | 22,964 | $965.2 萬 | 0.52% | +8,319+56.8% | 加碼 |
| Transform Wealth, LLC | 22,908 | $966.7 萬 | 1.08% | −728−3.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,053 | $968.9 萬 | 0.08% | +3,018+15.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 23,120 | $971.7 萬 | 0.17% | 00.0% | 不變 |
| CI Private Wealth, LLC | 23,021 | $973.8 萬 | 0.04% | +23,021 | 新進 |
| AMF Pensionsforsakring AB | 23,328 | $981.9 萬 | 0.11% | −35,939−60.6% | 減碼 |
| State of Alaska, Department of Revenue | 23,476 | $986.6 萬 | 0.12% | −380−1.6% | 減碼 |
| Mutual of America Capital Management LLC | 23,565 | $990.4 萬 | 0.12% | +1,041+4.6% | 加碼 |
| Nissay Asset Management Corp | 23,823 | $1,001 萬 | 0.10% | −391−1.6% | 減碼 |
| CIBC World Markets Corp | 23,930 | $1,006 萬 | 0.07% | +13,204+123.1% | 加碼 |
| Teacher Retirement System of Texas | 23,937 | $1,006 萬 | 0.07% | −18,521−43.6% | 減碼 |
| Linscomb & Williams, Inc. | 24,006 | $1,009 萬 | 0.51% | +617+2.6% | 加碼 |
| Man Group plc | 24,081 | $1,012 萬 | 0.04% | −13,201−35.4% | 減碼 |
| Gratus Capital LLC | 24,248 | $1,019 萬 | 0.85% | +1,124+4.9% | 加碼 |
| Utah Retirement Systems | 24,324 | $1,022 萬 | 0.16% | −214−0.9% | 減碼 |
| Public Sector Pension Investment Board | 24,341 | $1,023 萬 | 0.08% | +9,658+65.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,693 | $1,032 萬 | 0.15% | +12,071+95.6% | 加碼 |
| Comerica Bank | 22,059 | $1,039 萬 | 0.08% | −696−3.1% | 減碼 |
| Foundry Partners, LLC | 24,810 | $1,043 萬 | 0.57% | −9,520−27.7% | 減碼 |
| Macquarie Group Ltd | 24,834 | $1,044 萬 | 0.01% | −1,473−5.6% | 減碼 |
| IFM Investors Pty Ltd | 24,909 | $1,047 萬 | 0.18% | +699+2.9% | 加碼 |
| Ariose Capital Management Ltd | 25,047 | $1,053 萬 | 4.57% | +25,047 | 新進 |
| Wellington Management Group LLP | 26,155 | $1,099 萬 | 0.00% | −73,802−73.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 26,185 | $1,101 萬 | 0.21% | −880−3.3% | 減碼 |
| Quadrature Capital Ltd | 26,430 | $1,111 萬 | 0.33% | −8,032−23.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,526 | $1,115 萬 | 0.16% | −3,542−11.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 26,648 | $1,120 萬 | 0.14% | −891−3.2% | 減碼 |
| Burney Co | 26,651 | $1,120 萬 | 0.57% | −1,077−3.9% | 減碼 |
| Dana Investment Advisors, Inc. | 26,840 | $1,128 萬 | 0.59% | −12,563−31.9% | 減碼 |
| Pinebridge Investments, L.P. | 26,960 | $1,133 萬 | 0.14% | −1,815−6.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 22,725 | $1,136 萬 | 0.31% | −5,261−18.8% | 減碼 |
| United Services Automobile Association | 27,180 | $1,142 萬 | 0.26% | +90+0.3% | 加碼 |
| National Bank of Canada | 27,467 | $1,154 萬 | 0.03% | +10,105+58.2% | 加碼 |
| ClariVest Asset Management LLC | 27,536 | $1,157 萬 | 0.56% | −605−2.1% | 減碼 |
| Huntington National Bank | 27,548 | $1,158 萬 | 0.12% | −4,619−14.4% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $1,165 萬 | 0.29% | +3,500+14.4% | 加碼 |
| Holocene Advisors, LP | 27,820 | $1,169 萬 | 0.07% | +12,761+84.7% | 加碼 |
| Fifth Third Bancorp | 28,214 | $1,186 萬 | 0.06% | +91+0.3% | 加碼 |