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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 4,290 | $180.3 萬 | 0.24% | −68−1.6% | 減碼 |
| Primoris Wealth Advisors, LLC | 4,318 | $181.5 萬 | 2.80% | −504−10.5% | 減碼 |
| Aurora Investment Counsel | 4,329 | $181.9 萬 | 1.26% | +61+1.4% | 加碼 |
| F/M Investments LLC | 4,343 | $182.5 萬 | 2.21% | +4,343 | 新進 |
| Columbia Trust Co 01012016 | 4,364 | $183.4 萬 | 1.02% | −509−10.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 4,383 | $184.2 萬 | 0.04% | +662+17.8% | 加碼 |
| Marex Group plc | 4,390 | $184.5 萬 | 0.26% | +4,390 | 新進 |
| Marshall Financial Group LLC | 4,411 | $185.4 萬 | 0.72% | +780+21.5% | 加碼 |
| Jefferies Financial Group Inc. | 4,428 | $186.1 萬 | 0.03% | +4,428 | 新進 |
| Cutler Group LP | 4,471 | $187.9 萬 | 0.23% | +3,283+276.3% | 加碼 |
| Groesbeck Investment Management Corp | 4,541 | $190.9 萬 | 3.20% | −100−2.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,544 | $191.0 萬 | 0.05% | +924+25.5% | 加碼 |
| Terra Nova Asset Management LLC | 4,557 | $191.5 萬 | 2.01% | −209−4.4% | 減碼 |
| Trustmark National Bank Trust Department | 4,621 | $194.2 萬 | 0.18% | −10−0.2% | 減碼 |
| Pittenger & Anderson Inc | 4,661 | $195.9 萬 | 0.11% | +52+1.1% | 加碼 |
| GAM Holding AG | 4,687 | $197.0 萬 | 0.16% | −30−0.6% | 減碼 |
| HB Wealth Management, LLC | 4,762 | $200.1 萬 | 0.04% | −3,142−39.8% | 減碼 |
| Kingsview Wealth Management, LLC | 4,770 | $200.5 萬 | 0.09% | −248−4.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,796 | $201.5 萬 | 0.08% | −31,531−86.8% | 減碼 |
| Intrust Bank NA | 4,806 | $202.0 萬 | 0.28% | +104+2.2% | 加碼 |
| River Wealth Advisors LLC | 4,806 | $202.0 萬 | 0.39% | +1,422+42.0% | 加碼 |
| Mount Capital Ltd | 4,846 | $203.7 萬 | 0.79% | +4,846 | 新進 |
| Qube Research & Technologies Ltd | 4,852 | $203.9 萬 | 0.01% | −70,092−93.5% | 減碼 |
| Symmetry Partners, LLC | 4,874 | $204.9 萬 | 0.12% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,909 | $206.3 萬 | 0.18% | 00.0% | 不變 |
| Panagora Asset Management Inc | 4,915 | $206.6 萬 | 0.01% | +164+3.5% | 加碼 |
| Pacifica Partners Inc. | 5,133 | $208.4 萬 | 1.41% | −154−2.9% | 減碼 |
| Pathstone Family Office, LLC | 8,053 | $208.7 萬 | 0.04% | +2,788+53.0% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $210.1 萬 | 1.91% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 4,945 | $210.4 萬 | 0.02% | −37−0.7% | 減碼 |
| Nicholas Investment Partners, LP | 5,021 | $211.0 萬 | 0.18% | −1,689−25.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,048 | $212.2 萬 | 0.21% | +69+1.4% | 加碼 |
| Pacer Advisors, Inc. | 5,082 | $213.6 萬 | 0.01% | −26,057−83.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,234 | $220.0 萬 | 0.11% | −4,286−45.0% | 減碼 |
| Probity Advisors, Inc. | 5,257 | $221.0 萬 | 0.50% | +70+1.3% | 加碼 |
| GWM Advisors LLC | 7,508 | $222.2 萬 | 0.06% | +1,701+29.3% | 加碼 |
| Allstate Corp | 5,304 | $222.9 萬 | 0.07% | +1,396+35.7% | 加碼 |
| Allstate Investment Management Co | 5,304 | $222.9 萬 | 0.07% | +5,304 | 新進 |
| Ameritas Investment Partners, Inc. | 4,545 | $223.1 萬 | 0.09% | −178−3.8% | 減碼 |
| Stoneridge Investment Partners LLC | 5,362 | $225.4 萬 | 1.24% | −467−8.0% | 減碼 |
| Malaga Cove Capital, LLC | 5,372 | $225.8 萬 | 1.23% | −159−2.9% | 減碼 |
| Hennessy Advisors Inc | 5,520 | $232.0 萬 | 0.15% | −400−6.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,525 | $232.2 萬 | 0.04% | +735+15.3% | 加碼 |
| Strategic Financial Services, Inc, | 5,538 | $232.8 萬 | 0.19% | −188−3.3% | 減碼 |
| Bristlecone Advisors, LLC | 5,573 | $234.3 萬 | 0.29% | −22−0.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,574 | $234.3 萬 | 0.27% | −180−3.1% | 減碼 |
| TD Private Client Wealth LLC | 5,607 | $235.9 萬 | 0.11% | −1,646−22.7% | 減碼 |
| United Fire Group Inc | 5,625 | $236.4 萬 | 1.40% | 00.0% | 不變 |
| Azzad Asset Management Inc | 5,658 | $237.8 萬 | 0.38% | −9,613−62.9% | 減碼 |
| Harvest Volatility Management LLC | 5,760 | $242.1 萬 | 0.49% | −1,515−20.8% | 減碼 |
| Advisor Partners II, LLC | 5,817 | $244.5 萬 | 0.15% | +1,148+24.6% | 加碼 |
| Roanoke Asset Management Corp | 5,830 | $245.0 萬 | 1.11% | −545−8.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,850 | $245.9 萬 | 0.11% | 00.0% | 不變 |
| Royal Fund Management, LLC | 5,852 | $246.0 萬 | 0.40% | +1,679+40.2% | 加碼 |
| Carderock Capital Management Inc | 5,869 | $246.7 萬 | 1.02% | +2,254+62.4% | 加碼 |
| Toroso Investments, LLC | 5,941 | $249.7 萬 | 0.10% | +1,947+48.7% | 加碼 |
| Sepio Capital, LP | 5,996 | $252.0 萬 | 0.22% | +5,996 | 新進 |
| Carmignac Gestion | 6,000 | $252.2 萬 | 0.05% | +6,000 | 新進 |
| Kinneret Advisory, LLC | 5,985 | $252.6 萬 | 0.33% | +1,544+34.8% | 加碼 |
| American Trust Investment Advisors, LLC | 6,038 | $253.8 萬 | 1.61% | +25+0.4% | 加碼 |
| Tiaa, FSB | 6,042 | $253.9 萬 | 0.01% | −557−8.4% | 減碼 |
| Veritable, L.P. | 6,051 | $254.3 萬 | 0.05% | +277+4.8% | 加碼 |
| V Wealth Advisors LLC | 6,055 | $254.5 萬 | 0.53% | −22−0.4% | 減碼 |
| Shell Asset Management Co | 6,066 | $255.0 萬 | 0.11% | −1,260−17.2% | 減碼 |
| Monetary Management Group Inc | 6,081 | $255.6 萬 | 0.80% | −25−0.4% | 減碼 |
| Banque Cantonale Vaudoise | 6,282 | $264.1 萬 | 0.14% | +1,733+38.1% | 加碼 |
| New Mexico Educational Retirement Board | 6,493 | $272.9 萬 | 0.15% | −600−8.5% | 減碼 |
| CenterBook Partners LP | 6,494 | $272.9 萬 | 0.45% | −7,175−52.5% | 減碼 |
| Boothbay Fund Management, LLC | 6,552 | $275.4 萬 | 0.09% | +5,586+578.3% | 加碼 |
| Twin Capital Management Inc | 6,574 | $276.3 萬 | 0.36% | +789+13.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 6,587 | $276.9 萬 | 0.10% | −13,055−66.5% | 減碼 |
| Charter Trust Co | 6,643 | $279.2 萬 | 0.22% | −180−2.6% | 減碼 |
| Quantinno Capital Management LP | 6,670 | $280.3 萬 | 0.21% | +4,368+189.7% | 加碼 |
| Wealthfront Advisers LLC | 6,682 | $280.8 萬 | 0.01% | −594−8.2% | 減碼 |
| New Potomac Partners, LLC | 6,727 | $282.7 萬 | 2.09% | +4+0.1% | 加碼 |
| Siemens Fonds Invest GmbH | 6,784 | $285.1 萬 | 0.29% | −310−4.4% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,811 | $286.3 萬 | 0.53% | +204+3.1% | 加碼 |
| Quantitative Investment Management, LLC | 6,831 | $287.1 萬 | 0.55% | −8,212−54.6% | 減碼 |
| Hohimer Wealth Management, LLC | 6,895 | $289.8 萬 | 0.92% | −2,970−30.1% | 減碼 |
| First Citizens Bank & Trust Co | 6,905 | $290.3 萬 | 0.09% | +347+5.3% | 加碼 |
| Commerce Bank | 6,911 | $290.5 萬 | 0.02% | −58−0.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,114 | $298.9 萬 | 0.34% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 7,186 | $302.0 萬 | 0.45% | +4,009+126.2% | 加碼 |
| Cary Street Partners Asset Management LLC | 7,215 | $303.2 萬 | 0.61% | +4,794+198.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 7,250 | $304.7 萬 | 0.20% | −215−2.9% | 減碼 |
| Rench Wealth Management, Inc. | 7,277 | $305.9 萬 | 1.56% | −59−0.8% | 減碼 |
| Caas Capital Management LP | 7,296 | $306.7 萬 | 0.59% | −7,804−51.7% | 減碼 |
| Marshall & Sullivan Inc | 7,298 | $306.7 萬 | 1.92% | −44−0.6% | 減碼 |
| Summit Street Capital Management, LLC | 7,321 | $307.7 萬 | 1.94% | 00.0% | 不變 |
| Bank of the West | 7,343 | $308.6 萬 | 0.36% | −1,667−18.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,408 | $311.4 萬 | 0.03% | −2,907−28.2% | 減碼 |
| Whittier Trust Co | 7,412 | $311.5 萬 | 0.06% | 00.0% | 不變 |
| Duality Advisers, LP | 7,439 | $312.7 萬 | 0.36% | −6,947−48.3% | 減碼 |
| Atria Investments LLC | 7,490 | $314.8 萬 | 0.06% | −458−5.8% | 減碼 |
| Aquatic Capital Management LLC | 7,500 | $315.2 萬 | 0.23% | +100+1.4% | 加碼 |
| Ethic Inc. | 7,517 | $315.9 萬 | 0.17% | +196+2.7% | 加碼 |
| Institute for Wealth Management, LLC. | 7,546 | $317.2 萬 | 0.68% | −16−0.2% | 減碼 |
| Metropolitan Life Insurance Co | 7,569 | $318.1 萬 | 0.14% | −297−3.8% | 減碼 |
| Warther Private Wealth, LLC | 7,580 | $318.6 萬 | 2.39% | +75+1.0% | 加碼 |
| Kempen Capital Management N.V. | 7,665 | $322.2 萬 | 0.09% | +740+10.7% | 加碼 |