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 2 季 13F 持有人
Lam Research Corp 在 2023/6/30 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
- 1,434
- 較 2023 年第 1 季 +79 家
- 持有股數
- 1.13 億
- 較 2023 年第 1 季 −363.8 萬 (−3.1%)
- 總市值
- $727.1 億
- 較 2023 年第 1 季 +$123.9 億 (+20.5%)
- 新進機構
- 164
- 另有 471 家加碼
- 清倉機構
- 85
- 另有 534 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 789,939 | $4.19 億 | 0.20% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 693,997 | $4.46 億 | 0.14% | −21,724−3.0% | 減碼 |
| Wells Fargo & Company | 718,319 | $4.62 億 | 0.13% | −21,283−2.9% | 減碼 |
| Goldman Sachs Group Inc | 758,025 | $4.87 億 | 0.12% | −242,595−24.2% | 減碼 |
| Charles Schwab Investment Management Inc | 762,411 | $4.90 億 | 0.14% | +4,841+0.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 781,149 | $5.02 億 | 2.32% | −8,862−1.1% | 減碼 |
| Barclays PLC | 792,998 | $5.10 億 | 0.33% | +503,953+174.4% | 加碼 |
| Coatue Management LLC大師Coatue | 799,269 | $5.14 億 | 2.52% | −28,278−3.4% | 減碼 |
| Franklin Resources Inc | 927,115 | $5.96 億 | 0.28% | +3,772+0.4% | 加碼 |
| Winslow Capital Management, LLC | 937,985 | $6.03 億 | 2.71% | +93,069+11.0% | 加碼 |
| Van Eck Associates Corp | 958,960 | $6.16 億 | 1.35% | −199,207−17.2% | 減碼 |
| Bank of America Corp | 975,543 | $6.27 億 | 0.07% | −435,145−30.8% | 減碼 |
| Legal & General Group Plc | 1,014,002 | $6.52 億 | 0.21% | +17,373+1.7% | 加碼 |
| Nuveen Asset Management, LLC | 1,169,576 | $7.52 億 | 0.26% | +41,654+3.7% | 加碼 |
| Massachusetts Financial Services Co | 1,237,822 | $7.96 億 | 0.26% | +71,984+6.2% | 加碼 |
| Northern Trust Corp | 1,388,657 | $8.93 億 | 0.17% | −108,199−7.2% | 減碼 |
| Bank of New York Mellon Corp | 1,482,552 | $9.53 億 | 0.20% | +116,844+8.6% | 加碼 |
| Amundi | 1,471,050 | $9.55 億 | 0.48% | +191,074+14.9% | 加碼 |
| Norges Bank | 1,608,293 | $10.3 億 | 0.20% | −2,371−0.1% | 減碼 |
| Invesco Ltd. | 1,609,467 | $10.3 億 | 0.27% | −78,405−4.6% | 減碼 |
| Morgan Stanley | 1,801,094 | $11.6 億 | 0.11% | +99,871+5.9% | 加碼 |
| Sands Capital Management, LLC | 2,105,046 | $13.5 億 | 4.20% | −123,992−5.6% | 減碼 |
| GQG Partners LLC | 2,351,347 | $15.1 億 | 3.48% | +628,472+36.5% | 加碼 |
| Janus Henderson Group PLC | 2,537,396 | $16.3 億 | 1.01% | −65,405−2.5% | 減碼 |
| Fisher Asset Management, LLC | 2,812,275 | $18.1 億 | 1.00% | +111,553+4.1% | 加碼 |
| Geode Capital Management, LLC | 2,883,265 | $18.5 億 | 0.22% | +340,460+13.4% | 加碼 |
| Price T Rowe Associates Inc | 3,712,603 | $23.9 億 | 0.33% | −205,468−5.2% | 減碼 |
| JPMorgan Chase & Co | 3,732,836 | $24.0 億 | 0.27% | +213,648+6.1% | 加碼 |
| FMR LLC | 4,272,999 | $27.5 億 | 0.23% | −408,663−8.7% | 減碼 |
| Ameriprise Financial Inc | 5,243,854 | $33.7 億 | 1.06% | −371,399−6.6% | 減碼 |
| State Street Corp | 5,679,983 | $36.6 億 | 0.19% | −17,217−0.3% | 減碼 |
| BlackRock Inc. | 11,179,474 | $71.9 億 | 0.20% | +389,374+3.6% | 加碼 |
| Vanguard Group Inc | 11,730,883 | $75.4 億 | 0.18% | −39,891−0.3% | 減碼 |
| Bard Financial Services, Inc. | 3,375 | – | – | 00.0% | 不變 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −673,145−100.0% | 清倉 |
| Theleme Partners LLP | 0 | $0 | 0.00% | −173,700−100.0% | 清倉 |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −123,375−100.0% | 清倉 |
| Capital Research Global Investors | 0 | $0 | 0.00% | −90,129−100.0% | 清倉 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −78,262−100.0% | 清倉 |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −73,805−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −62,575−100.0% | 清倉 |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −56,625−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −33,643−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −27,253−100.0% | 清倉 |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −19,131−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −13,982−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,553−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −9,394−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −8,940−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,393−100.0% | 清倉 |
| United Fire Group Inc | 0 | $0 | 0.00% | −5,625−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Mount Capital Ltd | 0 | $0 | 0.00% | −4,608−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −4,530−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,294−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −3,456−100.0% | 清倉 |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −2,698−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,266−100.0% | 清倉 |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,248−100.0% | 清倉 |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −2,030−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,967−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,826−100.0% | 清倉 |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −1,819−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −1,603−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,554−100.0% | 清倉 |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −1,498−100.0% | 清倉 |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −1,405−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,328−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −1,224−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,199−100.0% | 清倉 |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −1,085−100.0% | 清倉 |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −1,013−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −969−100.0% | 清倉 |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −927−100.0% | 清倉 |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −901−100.0% | 清倉 |
| Lattice Capital Management, LLC | 0 | $0 | 0.00% | −812−100.0% | 清倉 |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −720−100.0% | 清倉 |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −696−100.0% | 清倉 |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −611−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −610−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −596−100.0% | 清倉 |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −528−100.0% | 清倉 |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Schaper Benz & Wise Investment Counsel Inc | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Sprott Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −491−100.0% | 清倉 |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −490−100.0% | 清倉 |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −490−100.0% | 清倉 |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −468−100.0% | 清倉 |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −455−100.0% | 清倉 |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −440−100.0% | 清倉 |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −420−100.0% | 清倉 |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −395−100.0% | 清倉 |
| Fundamentun, LLC | 0 | $0 | 0.00% | −391−100.0% | 清倉 |
| New Hampshire Trust | 0 | $0 | 0.00% | −271−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −221−100.0% | 清倉 |