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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 20,341 | $854.9 萬 | 0.51% | +1,114+5.8% | 加碼 |
| FIL Ltd | 20,312 | $853.7 萬 | 0.01% | +9,474+87.4% | 加碼 |
| FourThought Financial Partners, LLC | 19,993 | $840.3 萬 | 1.22% | +19,993 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 19,930 | $837.7 萬 | 0.05% | −1,400−6.6% | 減碼 |
| Natixis | 19,912 | $836.9 萬 | 0.05% | +6,024+43.4% | 加碼 |
| Parsec Financial Management, Inc. | 19,373 | $814.3 萬 | 0.36% | −5,338−21.6% | 減碼 |
| Texas Permanent School Fund | 19,362 | $813.8 萬 | 0.12% | −19−0.1% | 減碼 |
| NewEdge Wealth, LLC | 19,235 | $808.5 萬 | 0.35% | +19,235 | 新進 |
| Harvard Management Co Inc | 19,131 | $804.1 萬 | 1.02% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 19,089 | $802.3 萬 | 0.30% | +1,059+5.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 19,029 | $799.8 萬 | 0.21% | +15,132+388.3% | 加碼 |
| Kerrisdale Advisers, LLC | 19,008 | $798.9 萬 | 2.37% | −51,115−72.9% | 減碼 |
| M&T Bank Corp | 18,776 | $789.1 萬 | 0.03% | −1,227−6.1% | 減碼 |
| Seizert Capital Partners, LLC | 18,568 | $780.4 萬 | 0.41% | −342−1.8% | 減碼 |
| Andra AP-fonden | 18,400 | $773.4 萬 | 0.23% | +900+5.1% | 加碼 |
| Varma Mutual Pension Insurance Co | 18,395 | $773.1 萬 | 0.11% | +18,395 | 新進 |
| Susquehanna Fundamental Investments, LLC | 17,933 | $753.7 萬 | 0.13% | −7,272−28.9% | 減碼 |
| Terry L. Blaker | 17,784 | $747.4 萬 | 0.68% | +2,938+19.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 17,369 | $730.0 萬 | 0.05% | −2,441−12.3% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 17,076 | $717.7 萬 | 1.11% | +181+1.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 17,068 | $717.4 萬 | 0.87% | −1,492−8.0% | 減碼 |
| Cornerstone Advisors, LLC | 17,000 | $714.5 萬 | 0.35% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 16,834 | $707.5 萬 | 1.66% | −112−0.7% | 減碼 |
| BTC Capital Management, Inc. | 16,255 | $687.4 萬 | 0.83% | +212+1.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 16,174 | $679.8 萬 | 0.01% | −4,192−20.6% | 減碼 |
| Banque Pictet & Cie SA | 16,112 | $677.2 萬 | 0.07% | −249−1.5% | 減碼 |
| Marco Investment Management LLC | 16,039 | $674.1 萬 | 0.79% | 00.0% | 不變 |
| Cozad Asset Management Inc | 15,986 | $671.9 萬 | 0.94% | +387+2.5% | 加碼 |
| Czech National Bank | 15,963 | $670.9 萬 | 0.18% | +57+0.4% | 加碼 |
| La Banque Postale Asset Management SA | 15,954 | $670.5 萬 | 0.19% | +15,954 | 新進 |
| Daiwa Securities Group Inc. | 15,448 | $670.4 萬 | 0.05% | −10,643−40.8% | 減碼 |
| Louisiana State Employees Retirement System | 15,600 | $655.7 萬 | 0.18% | −600−3.7% | 減碼 |
| LMCG Investments, LLC | 15,520 | $652.3 萬 | 0.46% | +789+5.4% | 加碼 |
| Lido Advisors, LLC | 15,460 | $649.8 萬 | 0.11% | +20+0.1% | 加碼 |
| Industrial Alliance Investment Management Inc. | 15,409 | $647.6 萬 | 0.18% | −590−3.7% | 減碼 |
| HRT Financial LP | 15,406 | $647.5 萬 | 0.09% | −769−4.8% | 減碼 |
| Bokf, NA | 15,359 | $645.5 萬 | 0.12% | −1,241−7.5% | 減碼 |
| Cetera Investment Advisers | 15,298 | $643.0 萬 | 0.06% | +5,250+52.2% | 加碼 |
| Assetmark, Inc | 15,214 | $639.4 萬 | 0.03% | +2,145+16.4% | 加碼 |
| Chartwell Investment Partners, LLC | 15,189 | $638.4 萬 | 0.25% | +560+3.8% | 加碼 |
| Advisory Services Network, LLC | 15,119 | $635.4 萬 | 0.19% | +81+0.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,793 | $621.7 萬 | 0.12% | −52−0.4% | 減碼 |
| Illinois Municipal Retirement Fund | 14,788 | $621.5 萬 | 0.14% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 14,729 | $619.1 萬 | 0.66% | −79−0.5% | 減碼 |
| Platinum Investment Management Ltd | 14,658 | $616.1 萬 | 0.23% | −29,778−67.0% | 減碼 |
| PFS Investments Inc. | 14,624 | $614.6 萬 | 0.11% | +141+1.0% | 加碼 |
| Marshall Wace, LLP | 14,604 | $613.8 萬 | 0.02% | −546−3.6% | 減碼 |
| Cable Hill Partners, LLC | 14,459 | $610.3 萬 | 1.09% | −755−5.0% | 減碼 |
| United Capital Financial Advisers, LLC | 14,396 | $605.1 萬 | 0.03% | −3,983−21.7% | 減碼 |
| Connectus Wealth, LLC | 14,183 | $596.2 萬 | 0.16% | +1,920+15.7% | 加碼 |
| Achmea Investment Management B.V. | 15,036 | $592.1 萬 | 0.20% | +879+6.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 14,085 | $592.0 萬 | 0.46% | +358+2.6% | 加碼 |
| Valley National Advisers Inc | 12,610 | $585.5 萬 | 1.05% | −79−0.6% | 減碼 |
| Hillman Capital Management, Inc. | 13,868 | $582.9 萬 | 2.29% | −482−3.4% | 減碼 |
| Baker Ellis Asset Management LLC | 13,817 | $580.7 萬 | 1.13% | +111+0.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 13,454 | $565.5 萬 | 0.13% | −1,500−10.0% | 減碼 |
| Socorro Asset Management LP | 13,245 | $556.7 萬 | 2.41% | −262−1.9% | 減碼 |
| Means Investment Co., Inc. | 13,210 | $555.2 萬 | 1.11% | −262−1.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 13,110 | $551.0 萬 | 0.06% | 00.0% | 不變 |
| Value Aligned Research Advisors, LLC | 13,099 | $550.6 萬 | 2.50% | +13,099 | 新進 |
| Capital Group Private Client Services, Inc. | 12,937 | $543.7 萬 | 0.07% | −1,914−12.9% | 減碼 |
| Ieq Capital, LLC | 12,932 | $543.6 萬 | 0.15% | +2,296+21.6% | 加碼 |
| AE Wealth Management LLC | 12,698 | $533.7 萬 | 0.04% | −1,077−7.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 12,564 | $528.0 萬 | 0.09% | −4,153−24.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,500 | $525.4 萬 | 0.03% | −665−5.1% | 減碼 |
| Covington Investment Advisors Inc. | 12,488 | $524.9 萬 | 1.26% | +598+5.0% | 加碼 |
| Gateway Investment Advisers LLC | 12,309 | $517.4 萬 | 0.06% | +82+0.7% | 加碼 |
| Impax Asset Management Group plc | 12,296 | $516.8 萬 | 0.02% | −1,615−11.6% | 減碼 |
| Virginia Retirement Systems Et Al | 12,200 | $512.8 萬 | 0.05% | −11,300−48.1% | 減碼 |
| Kestra Advisory Services, LLC | 12,194 | $512.5 萬 | 0.05% | −1,021−7.7% | 減碼 |
| British Columbia Investment Management Corp | 12,138 | $510.2 萬 | 0.06% | −1,586−11.6% | 減碼 |
| Coldstream Capital Management Inc | 11,928 | $501.3 萬 | 0.18% | +11,928 | 新進 |
| Northwest Bancshares, Inc. | 11,799 | $495.9 萬 | 1.00% | +1,721+17.1% | 加碼 |
| Securian Asset Management, Inc | 11,568 | $486.2 萬 | 0.14% | −126−1.1% | 減碼 |
| MML Investors Services, LLC | 11,289 | $474.5 萬 | 0.03% | +298+2.7% | 加碼 |
| Profund Advisors LLC | 11,096 | $466.4 萬 | 0.30% | −510−4.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 11,088 | $466.0 萬 | 0.02% | −6,712−37.7% | 減碼 |
| Conning Inc. | 10,920 | $459.0 萬 | 0.15% | −2,448−18.3% | 減碼 |
| Winmill & Co. Inc | 10,900 | $458.1 萬 | 1.67% | 00.0% | 不變 |
| Paragon Advisors, LLC | 10,900 | $458.1 萬 | 2.02% | +10,900 | 新進 |
| Lathrop Investment Management Corp | 10,893 | $457.8 萬 | 1.01% | +10,893 | 新進 |
| Systematic Alpha Investments, LLC | 10,889 | $457.7 萬 | 0.23% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,888 | $457.6 萬 | 0.09% | +704+6.9% | 加碼 |
| Laffer Tengler Investments | 10,809 | $454.3 萬 | 1.31% | +2,332+27.5% | 加碼 |
| Prudential PLC | 10,770 | $452.7 萬 | 0.06% | +4,168+63.1% | 加碼 |
| Kentucky Retirement Systems | 10,769 | $452.6 萬 | 0.18% | +47+0.4% | 加碼 |
| Shelton Capital Management | 10,757 | $452.1 萬 | 0.48% | −16,962−61.2% | 減碼 |
| Central Bank & Trust Co | 10,735 | $451.2 萬 | 0.85% | −642−5.6% | 減碼 |
| Steel Peak Wealth Management LLC | 10,665 | $450.2 萬 | 0.33% | −512−4.6% | 減碼 |
| Maryland State Retirement & Pension System | 10,675 | $448.7 萬 | 0.13% | +10,675 | 新進 |
| Violich Capital Management, Inc. | 10,625 | $446.6 萬 | 0.79% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 10,605 | $445.7 萬 | 0.15% | +187+1.8% | 加碼 |
| Fusion Capital, LLC | 10,584 | $444.9 萬 | 2.62% | +491+4.9% | 加碼 |
| Voloridge Investment Management, LLC | 10,569 | $444.2 萬 | 0.02% | −27,355−72.1% | 減碼 |
| Baldwin Investment Management, LLC | 10,436 | $438.6 萬 | 0.79% | −302−2.8% | 減碼 |
| Norinchukin Bank, The | 10,373 | $436.0 萬 | 0.09% | −2,296−18.1% | 減碼 |
| Cinctive Capital Management LP | 10,341 | $434.6 萬 | 0.22% | +10,341 | 新進 |
| CCM Investment Advisers LLC | 10,338 | $434.5 萬 | 0.69% | −1,027−9.0% | 減碼 |
| Sitrin Capital Management LLC | 10,308 | $433.2 萬 | 2.76% | −475−4.4% | 減碼 |
| Spire Wealth Management | 10,250 | $430.8 萬 | 0.24% | −396−3.7% | 減碼 |