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 |
|---|---|---|---|---|---|
| TCW Group Inc | 28,526 | $1,199 萬 | 0.17% | −37−0.1% | 減碼 |
| Cerity Partners LLC | 28,735 | $1,211 萬 | 0.08% | +6,163+27.3% | 加碼 |
| Calamos Advisors LLC | 29,124 | $1,224 萬 | 0.06% | −24,643−45.8% | 減碼 |
| Leuthold Group, LLC | 29,324 | $1,232 萬 | 1.66% | −691−2.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 29,384 | $1,235 萬 | 0.21% | +140.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 29,475 | $1,239 萬 | 0.50% | −18,462−38.5% | 減碼 |
| Empire Life Investments Inc. | 29,722 | $1,249 萬 | 0.86% | +29,722 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,815 | $1,253 萬 | 0.04% | +7,727+35.0% | 加碼 |
| 3G Capital Partners LP | 30,000 | $1,261 萬 | 15.36% | +15,000+100.0% | 加碼 |
| South Dakota Investment Council | 30,152 | $1,267 萬 | 0.28% | −1,200−3.8% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 28,871 | $1,286 萬 | 1.64% | +23+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 30,876 | $1,298 萬 | 0.03% | −2,734−8.1% | 減碼 |
| Mercer Global Advisors Inc | 31,191 | $1,311 萬 | 0.07% | +9,331+42.7% | 加碼 |
| Rockefeller Capital Management L.P. | 31,404 | $1,320 萬 | 0.07% | +15,539+97.9% | 加碼 |
| Braun Stacey Associates Inc | 32,433 | $1,363 萬 | 0.78% | +2,336+7.8% | 加碼 |
| Xponance, Inc. | 33,231 | $1,397 萬 | 0.23% | +3,011+10.0% | 加碼 |
| Nuance Investments, LLC | 33,409 | $1,404 萬 | 0.29% | +33,409 | 新進 |
| Commonwealth Equity Services, LLC | 34,242 | $1,439 萬 | 0.03% | +6,734+24.5% | 加碼 |
| CIBC Asset Management Inc | 34,306 | $1,442 萬 | 0.06% | −191−0.6% | 減碼 |
| USS Investment Management Ltd | 34,563 | $1,453 萬 | 0.21% | −1,332−3.7% | 減碼 |
| Swiss Life Asset Management Ltd | 35,166 | $1,479 萬 | 0.25% | +2,085+6.3% | 加碼 |
| Trexquant Investment LP | 35,642 | $1,498 萬 | 0.42% | +17,551+97.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 36,913 | $1,551 萬 | 1.19% | +82+0.2% | 加碼 |
| Gotham Asset Management, LLC | 37,059 | $1,558 萬 | 0.44% | +25,052+208.6% | 加碼 |
| State of Tennessee, Treasury Department | 37,094 | $1,559 萬 | 0.07% | −4,046−9.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 37,186 | $1,563 萬 | 0.19% | +3,327+9.8% | 加碼 |
| Arizona State Retirement System | 37,326 | $1,569 萬 | 0.15% | −380−1.0% | 減碼 |
| Amalgamated Bank | 37,397 | $1,572 萬 | 0.14% | +95+0.3% | 加碼 |
| Neville Rodie & Shaw Inc | 37,415 | $1,573 萬 | 1.48% | −332−0.9% | 減碼 |
| McGuire Investment Group, LLC | 37,766 | $1,587 萬 | 3.44% | +308+0.8% | 加碼 |
| Korea Investment CORP | 38,662 | $1,625 萬 | 0.05% | −42,121−52.1% | 減碼 |
| Janney Montgomery Scott LLC | 38,695 | $1,626 萬 | 0.06% | +1,957+5.3% | 加碼 |
| Guinness Asset Management LTD | 38,774 | $1,630 萬 | 0.46% | +425+1.1% | 加碼 |
| Alberta Investment Management Corp | 38,856 | $1,633 萬 | 0.14% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 39,204 | $1,648 萬 | 0.12% | −7,200−15.5% | 減碼 |
| Handelsbanken Fonder AB | 39,603 | $1,665 萬 | 0.10% | +1,496+3.9% | 加碼 |
| State of Michigan Retirement System | 39,880 | $1,676 萬 | 0.12% | 00.0% | 不變 |
| Marlowe Partners LP | 39,987 | $1,681 萬 | 22.62% | −6,741−14.4% | 減碼 |
| Harber Asset Management LLC | 40,617 | $1,707 萬 | 4.73% | +9,599+30.9% | 加碼 |
| Vident Investment Advisory, LLC | 40,808 | $1,715 萬 | 0.65% | +18,598+83.7% | 加碼 |
| MetLife Investment Management | 41,077 | $1,726 萬 | 0.13% | −961−2.3% | 減碼 |
| Neuberger Berman Group LLC | 42,447 | $1,784 萬 | 0.02% | −42,991−50.3% | 減碼 |
| AXA S.A. | 43,039 | $1,809 萬 | 0.07% | −7,652−15.1% | 減碼 |
| Bank of Nova Scotia | 43,186 | $1,815 萬 | 0.05% | +26,294+155.7% | 加碼 |
| ING Groep NV | 43,211 | $1,816 萬 | 0.18% | +10,807+33.4% | 加碼 |
| Retirement Systems of Alabama | 43,690 | $1,836 萬 | 0.08% | −1,806−4.0% | 減碼 |
| RE Advisers Corp | 44,100 | $1,854 萬 | 0.49% | +44,100 | 新進 |
| Citadel Advisors LLC | 44,617 | $1,875 萬 | 0.02% | +35,512+390.0% | 加碼 |
| Ensign Peak Advisors, Inc | 44,654 | $1,877 萬 | 0.04% | +30,640+218.6% | 加碼 |
| Advisor Group Holdings, Inc. | 44,931 | $1,890 萬 | 0.04% | +2,045+4.8% | 加碼 |
| Capital Fund Management S.A. | 45,359 | $1,906 萬 | 0.42% | +45,359 | 新進 |
| Colony Group LLC | 45,476 | $1,911 萬 | 0.27% | −1,029−2.2% | 減碼 |
| Harbor Island Capital LLC | 45,508 | $1,913 萬 | 12.18% | −1,726−3.7% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $1,914 萬 | 0.02% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 45,674 | $1,920 萬 | 0.15% | +739+1.6% | 加碼 |
| Baird Financial Group, Inc. | 45,921 | $1,930 萬 | 0.05% | +9,291+25.4% | 加碼 |
| Creative Planning | 46,165 | $1,940 萬 | 0.03% | +1,811+4.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,348 | $1,948 萬 | 0.10% | +4,445+10.6% | 加碼 |
| Flputnam Investment Management Co | 46,450 | $1,952 萬 | 0.71% | +1,045+2.3% | 加碼 |
| US Bancorp | 46,513 | $1,955 萬 | 0.03% | −3,949−7.8% | 減碼 |
| Polaris Wealth Advisory Group, LLC | 42,404 | $1,969 萬 | 1.47% | −34,760−45.0% | 減碼 |
| American International Group, Inc. | 47,394 | $1,992 萬 | 0.14% | −2,670−5.3% | 減碼 |
| Vontobel Holding Ltd. | 49,541 | $1,996 萬 | 0.20% | +7,664+18.3% | 加碼 |
| Arvest Trust Co N A | 47,813 | $2,010 萬 | 1.26% | −1,113−2.3% | 減碼 |
| Forsta Ap-Fonden | 48,000 | $2,017 萬 | 0.23% | +14,400+42.9% | 加碼 |
| American Century Companies Inc | 48,065 | $2,020 萬 | 0.02% | +17,775+58.7% | 加碼 |
| J. Goldman & Co LP | 48,165 | $2,024 萬 | 1.42% | +48,165 | 新進 |
| HighTower Advisors, LLC | 48,755 | $2,050 萬 | 0.05% | +13,101+36.7% | 加碼 |
| Fort Pitt Capital Group, LLC | 48,896 | $2,055 萬 | 0.84% | +2,018+4.3% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $2,055 萬 | 0.99% | 00.0% | 不變 |
| Royal London Asset Management Ltd | 49,215 | $2,069 萬 | 0.09% | +1,405+2.9% | 加碼 |
| Southpoint Capital Advisors LP | 50,000 | $2,102 萬 | 0.54% | +50,000 | 新進 |
| ARS Investment Partners, LLC | 54,711 | $2,299 萬 | 3.06% | −9,136−14.3% | 減碼 |
| LPL Financial LLC | 54,737 | $2,301 萬 | 0.02% | −2,633−4.6% | 減碼 |
| Intech Investment Management LLC | 54,808 | $2,304 萬 | 0.17% | +4,671+9.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 55,204 | $2,320 萬 | 0.07% | −604−1.1% | 減碼 |
| Assenagon Asset Management S.A. | 56,266 | $2,365 萬 | 0.10% | +29,710+111.9% | 加碼 |
| Capital International Investors | 56,308 | $2,367 萬 | 0.01% | −227,434−80.2% | 減碼 |
| Aviva PLC | 57,882 | $2,433 萬 | 0.12% | +3,565+6.6% | 加碼 |
| Asset Management One Co.,Ltd. | 57,915 | $2,436 萬 | 0.12% | −3,129−5.1% | 減碼 |
| Castleark Management LLC | 59,390 | $2,496 萬 | 1.30% | −20,300−25.5% | 減碼 |
| Capco Asset Management, LLC | 60,242 | $2,532 萬 | 7.15% | +3,376+5.9% | 加碼 |
| Coronation Fund Managers Ltd. | 61,325 | $2,577 萬 | 0.72% | +15,535+33.9% | 加碼 |
| Triple Frond Partners LLC | 62,060 | $2,608 萬 | 4.31% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 63,200 | $2,656 萬 | 2.65% | −61,400−49.3% | 減碼 |
| Woodline Partners LP | 63,977 | $2,689 萬 | 0.37% | +63,977 | 新進 |
| Vaughan David Investments LLC | 65,239 | $2,742 萬 | 0.82% | +967+1.5% | 加碼 |
| Walleye Trading LLC | 65,281 | $2,744 萬 | 0.69% | −11,346−14.8% | 減碼 |
| Treasurer of the State of North Carolina | 65,565 | $2,756 萬 | 0.17% | +3,312+5.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 66,584 | $2,799 萬 | 0.31% | −11,000−14.2% | 減碼 |
| KBC Group NV | 66,786 | $2,807 萬 | 0.14% | +34,006+103.7% | 加碼 |
| Storebrand Asset Management AS | 67,257 | $2,827 萬 | 0.16% | +420+0.6% | 加碼 |
| Natixis Advisors, L.P. | 67,888 | $2,853 萬 | 0.11% | +2,285+3.5% | 加碼 |
| Ci Investments Inc. | 68,712 | $2,888 萬 | 0.15% | −5,953−8.0% | 減碼 |
| Nicholas Company, Inc. | 69,285 | $2,912 萬 | 0.62% | −200.0% | 減碼 |
| Stifel Financial Corp | 70,161 | $2,950 萬 | 0.04% | −2,360−3.3% | 減碼 |
| Thrivent Financial for Lutherans | 72,080 | $3,030 萬 | 0.08% | −30,336−29.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 72,673 | $3,055 萬 | 0.05% | +1,343+1.9% | 加碼 |
| Putnam Investments LLC | 73,473 | $3,088 萬 | 0.05% | +876+1.2% | 加碼 |
| Truist Financial Corp | 75,413 | $3,170 萬 | 0.06% | −5,989−7.4% | 減碼 |