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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 17,400 | $1,119 萬 | 0.16% | −2,800−13.9% | 減碼 |
| Calamos Advisors LLC | 17,372 | $1,117 萬 | 0.06% | +32+0.2% | 加碼 |
| Cozad Asset Management Inc | 17,131 | $1,101 萬 | 1.37% | +485+2.9% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $1,081 萬 | 2.26% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 16,700 | $1,074 萬 | 0.24% | +1,200+7.7% | 加碼 |
| Banque Pictet & Cie SA | 16,514 | $1,062 萬 | 0.09% | +403+2.5% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 16,507 | $1,061 萬 | 1.14% | −374−2.2% | 減碼 |
| Marco Investment Management LLC | 16,045 | $1,031 萬 | 1.11% | +60.0% | 加碼 |
| Czech National Bank | 15,904 | $1,022 萬 | 0.23% | +8+0.1% | 加碼 |
| Employees Retirement System of Texas | 15,892 | $1,022 萬 | 0.14% | +7,011+78.9% | 加碼 |
| UniSuper Management Pty Ltd | 15,700 | $1,009 萬 | 0.11% | +15,700 | 新進 |
| LMCG Investments, LLC | 15,656 | $1,006 萬 | 0.65% | −42−0.3% | 減碼 |
| BTC Capital Management, Inc. | 15,531 | $1,001 萬 | 1.08% | −976−5.9% | 減碼 |
| Fifth Third Bancorp | 15,339 | $986.1 萬 | 0.04% | −1,369−8.2% | 減碼 |
| ExodusPoint Capital Management, LP | 15,037 | $966.7 萬 | 0.11% | +15,037 | 新進 |
| MBB Public Markets I LLC | 15,015 | $965.3 萬 | 0.55% | −6,620−30.6% | 減碼 |
| Modera Wealth Management, LLC | 14,822 | $952.8 萬 | 0.17% | +14,822 | 新進 |
| YHB Investment Advisors, Inc. | 14,776 | $949.9 萬 | 0.89% | +61+0.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 14,553 | $935.5 萬 | 0.14% | −505−3.4% | 減碼 |
| M&T Bank Corp | 14,488 | $931.4 萬 | 0.03% | −3,586−19.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,477 | $930.7 萬 | 0.12% | −1,095−7.0% | 減碼 |
| Cable Hill Partners, LLC | 14,415 | $929.2 萬 | 1.21% | −57−0.4% | 減碼 |
| Ieq Capital, LLC | 14,347 | $922.3 萬 | 0.19% | +316+2.3% | 加碼 |
| Baker Ellis Asset Management LLC | 14,225 | $914.5 萬 | 1.55% | −10−0.1% | 減碼 |
| Marlowe Partners LP | 14,079 | $905.1 萬 | 21.12% | −15,610−52.6% | 減碼 |
| Profund Advisors LLC | 14,071 | $904.6 萬 | 0.49% | +1,694+13.7% | 加碼 |
| Artemis Wealth Advisors, LLC | 14,000 | $900.0 萬 | 1.64% | +14,000 | 新進 |
| Gulf International Bank (UK) Ltd | 13,652 | $877.6 萬 | 0.22% | −4,315−24.0% | 減碼 |
| Hillman Capital Management, Inc. | 13,493 | $867.4 萬 | 3.06% | −242−1.8% | 減碼 |
| Albar Capital Ltd | 13,395 | $861.1 萬 | 1.93% | +13,395 | 新進 |
| Socorro Asset Management LP | 13,245 | $851.5 萬 | 3.60% | 00.0% | 不變 |
| Means Investment Co., Inc. | 13,160 | $846.0 萬 | 1.34% | −76−0.6% | 減碼 |
| Platinum Investment Management Ltd | 13,148 | $845.2 萬 | 0.29% | −1,424−9.8% | 減碼 |
| United Capital Financial Advisers, LLC | 13,135 | $844.4 萬 | 0.05% | −728−5.3% | 減碼 |
| Nemes Rush Group LLC | 13,093 | $841.7 萬 | 1.48% | +13,093 | 新進 |
| Advisory Services Network, LLC | 13,067 | $840.0 萬 | 0.22% | −83−0.6% | 減碼 |
| Bayesian Capital Management, LP | 12,991 | $835.1 萬 | 0.90% | +2,300+21.5% | 加碼 |
| Shelton Capital Management | 12,934 | $831.5 萬 | 0.30% | +346+2.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 12,862 | $826.7 萬 | 0.11% | +543+4.4% | 加碼 |
| Railway Pension Investments Ltd | 12,800 | $822.9 萬 | 0.08% | +12,800 | 新進 |
| Covington Investment Advisors Inc. | 12,783 | $821.8 萬 | 1.64% | +35+0.3% | 加碼 |
| Cetera Investment Advisers | 12,717 | $817.5 萬 | 0.07% | −974−7.1% | 減碼 |
| Edentree Asset Management Ltd | 12,650 | $812.9 萬 | 2.79% | +12,650 | 新進 |
| Tudor Investment Corp Et Al | 12,607 | $810.5 萬 | 0.13% | −5,877−31.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,556 | $807.2 萬 | 0.04% | +374+3.1% | 加碼 |
| Norinchukin Bank, The | 12,519 | $804.8 萬 | 0.14% | +1,970+18.7% | 加碼 |
| Carderock Capital Management Inc | 12,485 | $802.6 萬 | 2.49% | +476+4.0% | 加碼 |
| Seizert Capital Partners, LLC | 12,325 | $792.3 萬 | 0.42% | −3,968−24.4% | 減碼 |
| Valley National Advisers Inc | 12,322 | $792.2 萬 | 1.33% | −510−4.0% | 減碼 |
| Central Bank & Trust Co | 12,258 | $788.0 萬 | 1.34% | −160−1.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 12,206 | $784.7 萬 | 0.08% | −904−6.9% | 減碼 |
| British Columbia Investment Management Corp | 12,171 | $782.4 萬 | 0.07% | 00.0% | 不變 |
| JustInvest LLC | 12,033 | $773.5 萬 | 0.24% | +1,030+9.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,677 | $750.7 萬 | 0.12% | +665+6.0% | 加碼 |
| Chartwell Investment Partners, LLC | 11,388 | $732.1 萬 | 0.27% | +1,543+15.7% | 加碼 |
| Laffer Tengler Investments | 11,286 | $725.5 萬 | 1.92% | −128−1.1% | 減碼 |
| Securian Asset Management, Inc | 11,261 | $723.9 萬 | 0.19% | −307−2.7% | 減碼 |
| PGGM Investments | 11,132 | $715.6 萬 | 0.12% | +1,552+16.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 11,104 | $713.8 萬 | 0.21% | +215+2.0% | 加碼 |
| Jessup Wealth Management, Inc | 11,094 | $713.2 萬 | 3.82% | +11,094 | 新進 |
| First Citizens Bank & Trust Co | 11,063 | $711.2 萬 | 0.13% | +2,172+24.4% | 加碼 |
| Moore Capital Management, LP | 11,000 | $707.1 萬 | 0.17% | +4,400+66.7% | 加碼 |
| Northwest Bancshares, Inc. | 10,955 | $704.3 萬 | 1.27% | −752−6.4% | 減碼 |
| Nilsine Partners, LLC | 10,906 | $701.1 萬 | 1.03% | +66+0.6% | 加碼 |
| Winmill & Co. Inc | 10,900 | $700.7 萬 | 2.51% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 10,889 | $700.0 萬 | 0.34% | 00.0% | 不變 |
| Ethic Inc. | 10,875 | $699.1 萬 | 0.26% | +149+1.4% | 加碼 |
| Kentucky Retirement Systems | 10,801 | $694.4 萬 | 0.23% | +132+1.2% | 加碼 |
| Impax Asset Management Group plc | 10,711 | $688.6 萬 | 0.03% | −1,242−10.4% | 減碼 |
| King Luther Capital Management Corp | 10,699 | $687.8 萬 | 0.03% | +132+1.2% | 加碼 |
| D.A. Davidson & Co. | 10,697 | $687.7 萬 | 0.07% | +1,022+10.6% | 加碼 |
| Heron Bay Capital Management | 10,696 | $687.6 萬 | 1.91% | +2,557+31.4% | 加碼 |
| Gateway Investment Advisers LLC | 10,691 | $687.3 萬 | 0.08% | −167−1.5% | 減碼 |
| Fusion Capital, LLC | 10,631 | $683.4 萬 | 3.82% | +75+0.7% | 加碼 |
| Harber Asset Management LLC | 10,313 | $663.0 萬 | 1.76% | −8,049−43.8% | 減碼 |
| Cetera Advisor Networks LLC | 10,297 | $662.0 萬 | 0.05% | +993+10.7% | 加碼 |
| CX Institutional | 10,283 | $661.0 萬 | 0.34% | −193−1.8% | 減碼 |
| Sitrin Capital Management LLC | 10,268 | $660.1 萬 | 3.71% | +47+0.5% | 加碼 |
| Maryland State Retirement & Pension System | 10,248 | $658.8 萬 | 0.14% | −427−4.0% | 減碼 |
| Bank of Nova Scotia | 10,236 | $658.0 萬 | 0.02% | +867+9.3% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $657.3 萬 | 0.95% | 00.0% | 不變 |
| Prudential PLC | 10,206 | $656.1 萬 | 0.08% | +40+0.4% | 加碼 |
| Level Four Advisory Services, LLC | 10,166 | $653.5 萬 | 0.39% | +303+3.1% | 加碼 |
| Omers Administration Corp | 10,163 | $653.3 萬 | 0.10% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 10,134 | $651.5 萬 | 1.07% | −250−2.4% | 減碼 |
| Aviance Capital Partners, LLC | 10,092 | $648.8 萬 | 1.37% | +77+0.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,046 | $645.8 萬 | 0.82% | −103−1.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 10,010 | $643.5 萬 | 0.41% | −3,070−23.5% | 減碼 |
| Violich Capital Management, Inc. | 10,000 | $642.9 萬 | 1.04% | −625−5.9% | 減碼 |
| Financial Counselors Inc | 9,996 | $642.6 萬 | 0.13% | +221+2.3% | 加碼 |
| Silvant Capital Management LLC | 9,945 | $641.0 萬 | 0.36% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 9,927 | $638.2 萬 | 0.17% | +9,927 | 新進 |
| Heritage Trust Co | 9,908 | $636.9 萬 | 0.93% | +171+1.8% | 加碼 |
| MML Investors Services, LLC | 9,825 | $631.6 萬 | 0.03% | −628−6.0% | 減碼 |
| Summit Street Capital Management, LLC | 9,787 | $629.2 萬 | 2.96% | 00.0% | 不變 |
| Westpac Banking Corp | 9,774 | $628.3 萬 | 0.44% | −20,068−67.2% | 減碼 |
| KWMG, LLC | 9,767 | $627.9 萬 | 0.78% | +271+2.9% | 加碼 |
| Cornerstone Advisors, LLC | 9,700 | $623.6 萬 | 0.30% | −7,300−42.9% | 減碼 |
| Cullinan Associates Inc | 9,700 | $623.6 萬 | 0.34% | 00.0% | 不變 |
| Guinness Atkinson Asset Management Inc | 9,657 | $620.8 萬 | 3.29% | −229−2.3% | 減碼 |