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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 423,073 | $1.78 億 | 0.10% | −56,121−11.7% | 減碼 |
| Boston Partners | 419,025 | $1.78 億 | 0.24% | +77,696+22.8% | 加碼 |
| Nordea Investment Management AB | 445,451 | $1.85 億 | 0.29% | −309,609−41.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 468,510 | $1.97 億 | 0.16% | −23,481−4.8% | 減碼 |
| Coatue Management LLC大師Coatue | 480,680 | $2.02 億 | 2.27% | −4,611−1.0% | 減碼 |
| UBS Group AG | 521,234 | $2.19 億 | 0.11% | +73,328+16.4% | 加碼 |
| First Trust Advisors LP | 522,608 | $2.20 億 | 0.26% | −55,231−9.6% | 減碼 |
| Swiss National Bank | 556,800 | $2.34 億 | 0.17% | −44,332−7.4% | 減碼 |
| Alkeon Capital Management LLC | 603,247 | $2.54 億 | 1.89% | −234,288−28.0% | 減碼 |
| Sanders Capital, LLC | 645,194 | $2.71 億 | 0.71% | +645,194 | 新進 |
| Dimensional Fund Advisors LP | 702,267 | $2.95 億 | 0.10% | −3,635−0.5% | 減碼 |
| Charles Schwab Investment Management Inc | 743,789 | $3.13 億 | 0.10% | +20,912+2.9% | 加碼 |
| Wells Fargo & Company | 750,157 | $3.15 億 | 0.10% | +26,216+3.6% | 加碼 |
| Winslow Capital Management, LLC | 751,677 | $3.16 億 | 1.76% | +751,677 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 765,334 | $3.22 億 | 1.71% | +9,518+1.3% | 加碼 |
| Millennium Management LLC | 789,793 | $3.32 億 | 0.37% | +367,721+87.1% | 加碼 |
| UBS Asset Management Americas Inc | 796,697 | $3.35 億 | 0.18% | −123,721−13.4% | 減碼 |
| Pictet Asset Management SA | 800,872 | $3.37 億 | 0.49% | −62,757−7.3% | 減碼 |
| Barclays PLC | 838,640 | $3.52 億 | 0.30% | +442,708+111.8% | 加碼 |
| Voya Investment Management LLC | 871,034 | $3.66 億 | 0.42% | −115,074−11.7% | 減碼 |
| WCM Investment Management, LLC | 881,299 | $3.70 億 | 1.24% | +34,696+4.1% | 加碼 |
| Franklin Resources Inc | 918,171 | $3.86 億 | 0.20% | −257,733−21.9% | 減碼 |
| Artisan Partners Limited Partnership | 968,519 | $4.07 億 | 0.72% | +78,891+8.9% | 加碼 |
| Goldman Sachs Group Inc | 975,318 | $4.10 億 | 0.12% | −92,209−8.6% | 減碼 |
| Legal & General Group Plc | 991,525 | $4.17 億 | 0.16% | −34,305−3.3% | 減碼 |
| Bank of America Corp | 1,025,053 | $4.31 億 | 0.05% | −121,405−10.6% | 減碼 |
| Van Eck Associates Corp | 1,128,695 | $4.74 億 | 1.23% | −11,634−1.0% | 減碼 |
| Massachusetts Financial Services Co | 1,143,333 | $4.81 億 | 0.17% | −148,190−11.5% | 減碼 |
| Bank of New York Mellon Corp | 1,440,418 | $6.05 億 | 0.14% | −127,944−8.2% | 減碼 |
| Norges Bank | 1,473,295 | $6.19 億 | 0.15% | −15,432−1.0% | 減碼 |
| Amundi | 1,362,746 | $6.20 億 | 0.34% | −44,790−3.2% | 減碼 |
| Northern Trust Corp | 1,523,279 | $6.40 億 | 0.13% | −8,203−0.5% | 減碼 |
| Invesco Ltd. | 1,524,707 | $6.41 億 | 0.19% | +136,341+9.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,639,700 | $6.89 億 | 0.27% | +25,374+1.6% | 加碼 |
| Morgan Stanley | 1,651,084 | $6.94 億 | 0.08% | +425,918+34.8% | 加碼 |
| Sands Capital Management, LLC | 2,358,306 | $9.91 億 | 3.74% | −38,572−1.6% | 減碼 |
| Geode Capital Management, LLC | 2,523,525 | $10.6 億 | 0.15% | +50,208+2.0% | 加碼 |
| Janus Henderson Group PLC | 2,596,350 | $10.9 億 | 0.78% | −81,918−3.1% | 減碼 |
| Fisher Asset Management, LLC | 2,641,859 | $11.1 億 | 0.75% | +373,106+16.4% | 加碼 |
| Price T Rowe Associates Inc | 3,389,485 | $14.2 億 | 0.23% | +2,831,381+507.3% | 加碼 |
| JPMorgan Chase & Co | 3,760,079 | $15.8 億 | 0.22% | −114,122−2.9% | 減碼 |
| FMR LLC | 4,649,554 | $19.5 億 | 0.19% | −239,756−4.9% | 減碼 |
| Ameriprise Financial Inc | 4,982,563 | $20.9 億 | 0.72% | −433,522−8.0% | 減碼 |
| State Street Corp | 5,604,594 | $23.7 億 | 0.14% | −41,005−0.7% | 減碼 |
| BlackRock Inc. | 11,027,183 | $46.3 億 | 0.15% | +100,676+0.9% | 加碼 |
| Vanguard Group Inc | 11,788,267 | $49.5 億 | 0.13% | +130,177+1.1% | 加碼 |
| Palouse Capital Management, Inc. | 6,062 | – | – | +575+10.5% | 加碼 |
| GQG Partners LLC | 0 | $0 | 0.00% | −3,743,670−100.0% | 清倉 |
| Maj Invest Holding A/S | 0 | $0 | 0.00% | −340,962−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −214,252−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −207,356−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −45,891−100.0% | 清倉 |
| Capital International Inc | 0 | $0 | 0.00% | −34,429−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −30,473−100.0% | 清倉 |
| Bowie Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −28,138−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −18,500−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −15,974−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −15,933−100.0% | 清倉 |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −13,711−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,457−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,051−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,653−100.0% | 清倉 |
| Altrafin AG | 0 | $0 | 0.00% | −11,209−100.0% | 清倉 |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,395−100.0% | 清倉 |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −8,164−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −7,756−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,528−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −7,014−100.0% | 清倉 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −6,289−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,175−100.0% | 清倉 |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −5,505−100.0% | 清倉 |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −5,320−100.0% | 清倉 |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −5,179−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,171−100.0% | 清倉 |
| Hendley & Co Inc | 0 | $0 | 0.00% | −4,784−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −4,698−100.0% | 清倉 |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −3,380−100.0% | 清倉 |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −4,448−100.0% | 清倉 |
| Pensionfund Sabic | 0 | $0 | 0.00% | −3,600−100.0% | 清倉 |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,353−100.0% | 清倉 |
| Capital Management Associates | 0 | $0 | 0.00% | −2,239−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,204−100.0% | 清倉 |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −2,194−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,016−100.0% | 清倉 |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,830−100.0% | 清倉 |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −1,762−100.0% | 清倉 |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −1,665−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −1,594−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,552−100.0% | 清倉 |
| King Wealth | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,466−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,452−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −1,435−100.0% | 清倉 |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,184−100.0% | 清倉 |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −1,208−100.0% | 清倉 |
| Charles Carroll Financial Partners, LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |