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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 5,574 | $234.3 萬 | 0.27% | −180−3.1% | 減碼 |
| Bristlecone Advisors, LLC | 5,573 | $234.3 萬 | 0.29% | −22−0.4% | 減碼 |
| Strategic Financial Services, Inc, | 5,538 | $232.8 萬 | 0.19% | −188−3.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,525 | $232.2 萬 | 0.04% | +735+15.3% | 加碼 |
| Hennessy Advisors Inc | 5,520 | $232.0 萬 | 0.15% | −400−6.8% | 減碼 |
| Malaga Cove Capital, LLC | 5,372 | $225.8 萬 | 1.23% | −159−2.9% | 減碼 |
| Stoneridge Investment Partners LLC | 5,362 | $225.4 萬 | 1.24% | −467−8.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,545 | $223.1 萬 | 0.09% | −178−3.8% | 減碼 |
| 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 |
| GWM Advisors LLC | 7,508 | $222.2 萬 | 0.06% | +1,701+29.3% | 加碼 |
| Probity Advisors, Inc. | 5,257 | $221.0 萬 | 0.50% | +70+1.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,234 | $220.0 萬 | 0.11% | −4,286−45.0% | 減碼 |
| Pacer Advisors, Inc. | 5,082 | $213.6 萬 | 0.01% | −26,057−83.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,048 | $212.2 萬 | 0.21% | +69+1.4% | 加碼 |
| Nicholas Investment Partners, LP | 5,021 | $211.0 萬 | 0.18% | −1,689−25.2% | 減碼 |
| TD Waterhouse Canada Inc. | 4,945 | $210.4 萬 | 0.02% | −37−0.7% | 減碼 |
| Crown Advisors Management, Inc. | 5,000 | $210.1 萬 | 1.91% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 8,053 | $208.7 萬 | 0.04% | +2,788+53.0% | 加碼 |
| Pacifica Partners Inc. | 5,133 | $208.4 萬 | 1.41% | −154−2.9% | 減碼 |
| Panagora Asset Management Inc | 4,915 | $206.6 萬 | 0.01% | +164+3.5% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,909 | $206.3 萬 | 0.18% | 00.0% | 不變 |
| Symmetry Partners, LLC | 4,874 | $204.9 萬 | 0.12% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 4,852 | $203.9 萬 | 0.01% | −70,092−93.5% | 減碼 |
| Mount Capital Ltd | 4,846 | $203.7 萬 | 0.79% | +4,846 | 新進 |
| River Wealth Advisors LLC | 4,806 | $202.0 萬 | 0.39% | +1,422+42.0% | 加碼 |
| Intrust Bank NA | 4,806 | $202.0 萬 | 0.28% | +104+2.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,796 | $201.5 萬 | 0.08% | −31,531−86.8% | 減碼 |
| Kingsview Wealth Management, LLC | 4,770 | $200.5 萬 | 0.09% | −248−4.9% | 減碼 |
| HB Wealth Management, LLC | 4,762 | $200.1 萬 | 0.04% | −3,142−39.8% | 減碼 |
| GAM Holding AG | 4,687 | $197.0 萬 | 0.16% | −30−0.6% | 減碼 |
| Pittenger & Anderson Inc | 4,661 | $195.9 萬 | 0.11% | +52+1.1% | 加碼 |
| Trustmark National Bank Trust Department | 4,621 | $194.2 萬 | 0.18% | −10−0.2% | 減碼 |
| Terra Nova Asset Management LLC | 4,557 | $191.5 萬 | 2.01% | −209−4.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,544 | $191.0 萬 | 0.05% | +924+25.5% | 加碼 |
| Groesbeck Investment Management Corp | 4,541 | $190.9 萬 | 3.20% | −100−2.2% | 減碼 |
| Cutler Group LP | 4,471 | $187.9 萬 | 0.23% | +3,283+276.3% | 加碼 |
| Jefferies Financial Group Inc. | 4,428 | $186.1 萬 | 0.03% | +4,428 | 新進 |
| Marshall Financial Group LLC | 4,411 | $185.4 萬 | 0.72% | +780+21.5% | 加碼 |
| Marex Group plc | 4,390 | $184.5 萬 | 0.26% | +4,390 | 新進 |
| Meiji Yasuda Life Insurance Co | 4,383 | $184.2 萬 | 0.04% | +662+17.8% | 加碼 |
| Columbia Trust Co 01012016 | 4,364 | $183.4 萬 | 1.02% | −509−10.4% | 減碼 |
| F/M Investments LLC | 4,343 | $182.5 萬 | 2.21% | +4,343 | 新進 |
| Aurora Investment Counsel | 4,329 | $181.9 萬 | 1.26% | +61+1.4% | 加碼 |
| Primoris Wealth Advisors, LLC | 4,318 | $181.5 萬 | 2.80% | −504−10.5% | 減碼 |
| Arkadios Wealth Advisors | 4,290 | $180.3 萬 | 0.24% | −68−1.6% | 減碼 |
| Perigon Wealth Management, LLC | 4,279 | $179.9 萬 | 0.11% | +1,444+50.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,274 | $179.6 萬 | 0.05% | −813−16.0% | 減碼 |
| Hoylecohen, LLC | 4,270 | $179.5 萬 | 0.18% | −84−1.9% | 減碼 |
| MAI Capital Management | 4,266 | $179.3 萬 | 0.03% | +215+5.3% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $178.3 萬 | 0.68% | 00.0% | 不變 |
| Seeyond | 4,236 | $178.0 萬 | 0.17% | +2,620+162.1% | 加碼 |
| Connable Office Inc | 4,217 | $177.2 萬 | 0.25% | 00.0% | 不變 |
| Zurich Insurance Group Ltd | 4,200 | $176.5 萬 | 0.03% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 39,249 | $175.5 萬 | 0.10% | +687+1.8% | 加碼 |
| Penserra Capital Management LLC | 4,121 | $173.0 萬 | 0.04% | −237−5.4% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 4,030 | $169.4 萬 | 0.11% | +4,030 | 新進 |
| Green Alpha Advisors, LLC | 4,019 | $168.9 萬 | 1.40% | +440+12.3% | 加碼 |
| Viking Fund Management LLC | 4,000 | $168.1 萬 | 0.33% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,000 | $168.1 萬 | 0.18% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,999 | $168.1 萬 | 0.05% | +1,853+86.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,977 | $167.2 萬 | 0.10% | −167−4.0% | 減碼 |
| E&G Advisors, LP | 3,963 | $166.6 萬 | 0.63% | −50−1.2% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,956 | $166.3 萬 | 0.24% | +765+24.0% | 加碼 |
| Nikulski Financial, Inc. | 3,921 | $164.8 萬 | 0.79% | +97+2.5% | 加碼 |
| Metis Global Partners, LLC | 3,881 | $163.1 萬 | 0.15% | +1,836+89.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 3,842 | $161.6 萬 | 0.36% | +352+10.1% | 加碼 |
| Midwest Professional Planners, LTD. | 3,825 | $160.8 萬 | 0.89% | −40−1.0% | 減碼 |
| Oak Grove Capital LLC | 3,794 | $159.5 萬 | 0.84% | −21,706−85.1% | 減碼 |
| Vestcor Inc | 3,790 | $159.3 萬 | 0.06% | +522+16.0% | 加碼 |
| Empowered Funds, LLC | 3,786 | $159.1 萬 | 0.10% | +3,786 | 新進 |
| Empirical Finance, LLC | 3,741 | $157.2 萬 | 0.16% | +285+8.2% | 加碼 |
| Paloma Partners Management Co | 3,736 | $157.0 萬 | 0.34% | +3,736 | 新進 |
| Lindenwold Advisors | 3,735 | $157.0 萬 | 1.05% | +10+0.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,734 | $156.9 萬 | 0.03% | −428−10.3% | 減碼 |
| Brinker Capital Investments, LLC | 3,723 | $156.5 萬 | 0.03% | −951−20.3% | 減碼 |
| L & S Advisors Inc | 3,722 | $156.4 萬 | 0.29% | −1,241−25.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,703 | $155.6 萬 | 0.09% | −338−8.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 3,692 | $155.2 萬 | 0.02% | +3,022+451.0% | 加碼 |
| Park Avenue Securities LLC | 3,688 | $155.0 萬 | 0.03% | +597+19.3% | 加碼 |
| Rodgers Brothers Inc. | 3,660 | $153.8 萬 | 0.31% | +10+0.3% | 加碼 |
| Martin Capital Advisors, LLP | 3,643 | $153.1 萬 | 1.71% | +295+8.8% | 加碼 |
| Raymond James Trust N.A. | 3,631 | $152.6 萬 | 0.05% | −179−4.7% | 減碼 |
| Koss-Olinger Consulting, LLC | 3,628 | $152.5 萬 | 0.22% | +2,740+308.6% | 加碼 |
| MV Capital Management, Inc. | 3,577 | $150.3 萬 | 0.23% | +15+0.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,570 | $150.0 萬 | 0.08% | −1,350−27.4% | 減碼 |
| Fort Sheridan Advisors LLC | 3,558 | $149.5 萬 | 0.49% | −121−3.3% | 減碼 |
| Central Trust Co | 3,543 | $148.9 萬 | 0.05% | −26−0.7% | 減碼 |
| Keybank National Association | 3,534 | $148.5 萬 | 0.01% | +279+8.6% | 加碼 |
| Cipher Capital LP | 3,533 | $148.5 萬 | 0.28% | +3,533 | 新進 |
| Walleye Capital LLC | 3,527 | $148.2 萬 | 0.03% | +3,527 | 新進 |
| Sound View Wealth Advisors Group, LLC | 1,879 | $147.1 萬 | 0.16% | −68−3.5% | 減碼 |
| Oak Associates, Ltd | 3,500 | $147.1 萬 | 0.12% | +715+25.7% | 加碼 |
| Westhampton Capital, LLC | 3,488 | $146.6 萬 | 0.99% | +275+8.6% | 加碼 |
| Motley Fool Asset Management LLC | 3,469 | $145.8 萬 | 0.16% | −139−3.9% | 減碼 |
| Brown Advisory Inc | 3,430 | $144.2 萬 | 0.00% | −298−8.0% | 減碼 |
| Bard Financial Services, Inc. | 3,425 | $144.0 萬 | 0.12% | +25+0.7% | 加碼 |
| Greenleaf Trust | 3,426 | $144.0 萬 | 0.02% | +329+10.6% | 加碼 |
| Investment Management Corp of Ontario | 3,426 | $144.0 萬 | 0.07% | +3,426 | 新進 |
| Matisse Capital | 3,422 | $143.8 萬 | 1.28% | +3,422 | 新進 |