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。
2023 年第 1 季 13F 持有人
Lam Research Corp 在 2023/3/31 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
- 1,366
- 較 2022 年第 4 季 +46 家
- 持有股數
- 1.17 億
- 較 2022 年第 4 季 +438.9 萬 (+3.9%)
- 總市值
- $604.5 億
- 較 2022 年第 4 季 +$129.9 億 (+27.4%)
- 新進機構
- 169
- 另有 474 家加碼
- 清倉機構
- 123
- 另有 491 家減碼
另有 27 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 25,341 | $1,343 萬 | 0.13% | −2,207−8.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 25,358 | $1,344 萬 | 0.17% | −1,290−4.8% | 減碼 |
| IFM Investors Pty Ltd | 25,702 | $1,363 萬 | 0.21% | +793+3.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,926 | $1,374 萬 | 0.19% | −600−2.3% | 減碼 |
| Burney Co | 25,973 | $1,377 萬 | 0.68% | −678−2.5% | 減碼 |
| ClariVest Asset Management LLC | 26,031 | $1,380 萬 | 0.62% | −1,505−5.5% | 減碼 |
| DnB Asset Management AS | 26,108 | $1,384 萬 | 0.09% | −83,533−76.2% | 減碼 |
| CI Private Wealth, LLC | 26,240 | $1,391 萬 | 0.04% | +3,219+14.0% | 加碼 |
| Clough Capital Partners L P | 26,690 | $1,415 萬 | 1.52% | +3,830+16.8% | 加碼 |
| Nissay Asset Management Corp | 26,813 | $1,421 萬 | 0.13% | +2,990+12.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 26,823 | $1,422 萬 | 0.34% | +4,098+18.0% | 加碼 |
| First Republic Investment Management, Inc. | 27,253 | $1,445 萬 | 0.03% | +6,692+32.5% | 加碼 |
| Virginia Retirement Systems Et Al | 27,552 | $1,461 萬 | 0.15% | +15,352+125.8% | 加碼 |
| Gotham Asset Management, LLC | 27,707 | $1,469 萬 | 0.36% | −9,352−25.2% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $1,470 萬 | 0.36% | 00.0% | 不變 |
| Foster Victor Wealth Advisors, LLC | 29,206 | $1,473 萬 | 1.79% | +335+1.2% | 加碼 |
| Man Group plc | – | $1,487 萬 | 0.05% | – | – |
| Texas Permanent School Fund | 28,117 | $1,491 萬 | 0.15% | +8,755+45.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 28,633 | $1,518 萬 | 0.03% | −2,243−7.3% | 減碼 |
| Leuthold Group, LLC | 28,678 | $1,520 萬 | 2.01% | −646−2.2% | 減碼 |
| Forsta Ap-Fonden | 28,900 | $1,532 萬 | 0.18% | −19,100−39.8% | 減碼 |
| Macquarie Group Ltd | 28,910 | $1,533 萬 | 0.02% | +4,076+16.4% | 加碼 |
| TCW Group Inc | 29,131 | $1,544 萬 | 0.20% | +605+2.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 29,369 | $1,557 萬 | 0.24% | −15−0.1% | 減碼 |
| Marlowe Partners LP | 29,689 | $1,574 萬 | 21.37% | −10,298−25.8% | 減碼 |
| Westpac Banking Corp | 29,842 | $1,582 萬 | 0.21% | +9,360+45.7% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 29,852 | $1,583 萬 | 0.58% | +377+1.3% | 加碼 |
| Empire Life Investments Inc. | 29,856 | $1,583 萬 | 1.13% | +134+0.5% | 加碼 |
| Cerity Partners LLC | 31,312 | $1,586 萬 | 0.07% | +2,577+9.0% | 加碼 |
| South Dakota Investment Council | 30,152 | $1,598 萬 | 0.34% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 30,296 | $1,606 萬 | 0.15% | −8,953−22.8% | 減碼 |
| Group One Trading, L.P. | 30,527 | $1,618 萬 | 0.77% | +30,527 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 31,099 | $1,649 萬 | 0.12% | −8,105−20.7% | 減碼 |
| Mercer Global Advisors Inc | 31,335 | $1,661 萬 | 0.08% | +144+0.5% | 加碼 |
| Rockefeller Capital Management L.P. | 32,238 | $1,709 萬 | 0.07% | +834+2.7% | 加碼 |
| Walleye Capital LLC | 32,762 | $1,737 萬 | 0.35% | +29,235+828.9% | 加碼 |
| Pinebridge Investments, L.P. | 33,379 | $1,769 萬 | 0.20% | +6,419+23.8% | 加碼 |
| Xponance, Inc. | 33,479 | $1,775 萬 | 0.26% | +248+0.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 33,643 | $1,784 萬 | 0.33% | −128,041−79.2% | 減碼 |
| ING Groep NV | 33,986 | $1,802 萬 | 0.17% | −9,225−21.3% | 減碼 |
| CIBC Asset Management Inc | 34,506 | $1,829 萬 | 0.07% | +200+0.6% | 加碼 |
| AMF Pensionsforsakring AB | 34,703 | $1,841 萬 | 0.19% | +11,375+48.8% | 加碼 |
| USS Investment Management Ltd | 34,934 | $1,851 萬 | 0.26% | +371+1.1% | 加碼 |
| Commonwealth Equity Services, LLC | 35,217 | $1,867 萬 | 0.04% | +975+2.8% | 加碼 |
| State of Tennessee, Treasury Department | 35,514 | $1,883 萬 | 0.08% | −1,580−4.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 36,216 | $1,920 萬 | 0.21% | −970−2.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 36,619 | $1,941 萬 | 1.48% | −294−0.8% | 減碼 |
| Arizona State Retirement System | 37,238 | $1,974 萬 | 0.18% | −88−0.2% | 減碼 |
| Neville Rodie & Shaw Inc | 37,293 | $1,977 萬 | 1.79% | −122−0.3% | 減碼 |
| Amalgamated Bank | 37,300 | $1,977 萬 | 0.17% | −97−0.3% | 減碼 |
| McGuire Investment Group, LLC | 37,505 | $1,988 萬 | 3.95% | −261−0.7% | 減碼 |
| Guinness Asset Management LTD | 38,818 | $2,058 萬 | 0.52% | +44+0.1% | 加碼 |
| Janney Montgomery Scott LLC | 38,974 | $2,066 萬 | 0.08% | +279+0.7% | 加碼 |
| Pacer Advisors, Inc. | 39,049 | $2,070 萬 | 0.09% | +33,967+668.4% | 加碼 |
| State of Michigan Retirement System | 39,880 | $2,114 萬 | 0.14% | 00.0% | 不變 |
| Retirement Systems of Alabama | 39,883 | $2,114 萬 | 0.09% | −3,807−8.7% | 減碼 |
| MetLife Investment Management | 40,203 | $2,131 萬 | 0.15% | −874−2.1% | 減碼 |
| Vident Investment Advisory, LLC | 40,427 | $2,143 萬 | 0.70% | −381−0.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,018 | $2,174 萬 | 0.08% | +11,203+37.6% | 加碼 |
| Swiss Life Asset Management Ltd | 41,509 | $2,201 萬 | 0.33% | +6,343+18.0% | 加碼 |
| Capital Fund Management S.A. | 41,515 | $2,201 萬 | 0.43% | −3,844−8.5% | 減碼 |
| Alberta Investment Management Corp | 41,856 | $2,219 萬 | 0.22% | +3,000+7.7% | 加碼 |
| Los Angeles Capital Management LLC | 41,880 | $2,220 萬 | 0.10% | +33,389+393.2% | 加碼 |
| Teacher Retirement System of Texas | 42,068 | $2,230 萬 | 0.15% | +18,131+75.7% | 加碼 |
| Handelsbanken Fonder AB | 42,109 | $2,232 萬 | 0.13% | +2,506+6.3% | 加碼 |
| Eisler Capital (UK) Ltd. | 42,302 | $2,243 萬 | 1.94% | +42,302 | 新進 |
| Advisor Group Holdings, Inc. | 43,136 | $2,286 萬 | 0.04% | −1,795−4.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 43,672 | $2,315 萬 | 0.04% | −89,240−67.1% | 減碼 |
| Vontobel Holding Ltd. | 43,699 | $2,317 萬 | 0.22% | −5,842−11.8% | 減碼 |
| Harbor Island Capital LLC | 45,328 | $2,403 萬 | 13.20% | −180−0.4% | 減碼 |
| Arvest Trust Co N A | 45,489 | $2,411 萬 | 1.50% | −2,324−4.9% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $2,414 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 46,783 | $2,480 萬 | 0.04% | +270+0.6% | 加碼 |
| Colony Group LLC | 46,796 | $2,481 萬 | 0.37% | +1,320+2.9% | 加碼 |
| Creative Planning | 47,091 | $2,496 萬 | 0.04% | +926+2.0% | 加碼 |
| American International Group, Inc. | 47,129 | $2,498 萬 | 0.16% | −265−0.6% | 減碼 |
| Capco Asset Management, LLC | 47,453 | $2,516 萬 | 6.58% | −12,789−21.2% | 減碼 |
| Baird Financial Group, Inc. | 48,038 | $2,547 萬 | 0.06% | +2,117+4.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,719 | $2,583 萬 | 0.13% | +2,371+5.1% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $2,592 萬 | 1.16% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 49,059 | $2,601 萬 | 0.06% | +4,405+9.9% | 加碼 |
| Jane Street Group, LLC | 49,536 | $2,626 萬 | 0.05% | −71,673−59.1% | 減碼 |
| Nisa Investment Advisors, LLC | 49,733 | $2,636 萬 | 0.21% | +4,059+8.9% | 加碼 |
| Royal London Asset Management Ltd | 50,174 | $2,645 萬 | 0.11% | +959+1.9% | 加碼 |
| Twin Tree Management, LP | 51,245 | $2,717 萬 | 0.77% | +51,245 | 新進 |
| Robeco Institutional Asset Management B.V. | 53,580 | $2,840 萬 | 0.08% | −1,624−2.9% | 減碼 |
| American Century Companies Inc | 54,121 | $2,864 萬 | 0.02% | +6,056+12.6% | 加碼 |
| Capital International Investors | 54,790 | $2,905 萬 | 0.01% | −1,518−2.7% | 減碼 |
| ARS Investment Partners, LLC | 55,083 | $2,920 萬 | 3.51% | +372+0.7% | 加碼 |
| Tybourne Capital Management (HK) Ltd | 55,779 | $2,957 萬 | 2.98% | −7,421−11.7% | 減碼 |
| Coronation Fund Managers Ltd. | 56,625 | $3,002 萬 | 0.80% | −4,700−7.7% | 減碼 |
| Intech Investment Management LLC | 57,817 | $3,065 萬 | 0.25% | +3,009+5.5% | 加碼 |
| Castleark Management LLC | 58,475 | $3,100 萬 | 1.52% | −915−1.5% | 減碼 |
| Asset Management One Co.,Ltd. | 59,225 | $3,140 萬 | 0.14% | +1,310+2.3% | 加碼 |
| LPL Financial LLC | 59,303 | $3,144 萬 | 0.02% | +4,566+8.3% | 加碼 |
| Flputnam Investment Management Co | 60,132 | $3,188 萬 | 1.04% | +13,682+29.5% | 加碼 |
| Aviva PLC | 60,533 | $3,209 萬 | 0.15% | +2,651+4.6% | 加碼 |
| HighTower Advisors, LLC | 60,881 | $3,232 萬 | 0.07% | +12,126+24.9% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 61,020 | $3,235 萬 | 0.94% | −50,252−45.2% | 減碼 |
| Thrivent Financial for Lutherans | 61,930 | $3,283 萬 | 0.08% | −10,150−14.1% | 減碼 |