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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 9,592 | $616.6 萬 | 0.47% | +9,592 | 新進 |
| Kerrisdale Advisers, LLC | 9,554 | $614.2 萬 | 1.66% | −4,453−31.8% | 減碼 |
| La Banque Postale Asset Management SA | 9,521 | $612.1 萬 | 0.14% | −6,159−39.3% | 減碼 |
| Hartford Investment Management Co | 9,486 | $609.8 萬 | 0.23% | −1,957−17.1% | 減碼 |
| Horizon Investment Services, LLC | 9,424 | $605.9 萬 | 3.70% | −51−0.5% | 減碼 |
| Amica Mutual Insurance Co | 9,420 | $605.6 萬 | 0.68% | −4,339−31.5% | 減碼 |
| Fiduciary Trust Co | 9,383 | $603.2 萬 | 0.11% | −549−5.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 9,374 | $602.6 萬 | 0.13% | −4,080−30.3% | 減碼 |
| Carret Asset Management, LLC | 9,372 | $602.5 萬 | 0.80% | −84−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 9,227 | $593.2 萬 | 0.06% | −470−4.8% | 減碼 |
| Hohimer Wealth Management, LLC | 9,179 | $590.1 萬 | 1.63% | −309−3.3% | 減碼 |
| Elevatus Welath Management | 9,122 | $586.4 萬 | 4.07% | +9,122 | 新進 |
| McBroom & Associates, LLC | 9,100 | $585.0 萬 | 4.62% | +234+2.6% | 加碼 |
| Insight Wealth Strategies, LLC | 9,098 | $584.9 萬 | 1.12% | −80−0.9% | 減碼 |
| Atria Investments LLC | 9,057 | $582.2 萬 | 0.11% | −1,207−11.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,008 | $579.1 萬 | 0.11% | +2,593+40.4% | 加碼 |
| 3G Capital Partners LP | 9,000 | $578.6 萬 | 5.84% | −5,500−37.9% | 減碼 |
| Jackson Wealth Management, LLC | 8,959 | $575.9 萬 | 0.85% | +8,959 | 新進 |
| Taylor Hoffman Wealth Management | 8,881 | $570.9 萬 | 2.85% | +108+1.2% | 加碼 |
| HB Wealth Management, LLC | 8,867 | $570.0 萬 | 0.09% | +257+3.0% | 加碼 |
| Financial Partners Group, LLC | 8,790 | $565.1 萬 | 2.84% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 8,778 | $564.3 萬 | 0.18% | −3,093−26.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,665 | $557.1 萬 | 0.13% | +483+5.9% | 加碼 |
| Ziegler Capital Management, LLC | 8,631 | $554.9 萬 | 0.21% | −571−6.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,539 | $550.2 萬 | 0.08% | +212+2.5% | 加碼 |
| Illinois Municipal Retirement Fund | 8,557 | $550.1 萬 | 0.11% | −4,831−36.1% | 減碼 |
| CBOE Vest Financial, LLC | 8,526 | $548.7 萬 | 0.51% | +5,871+221.1% | 加碼 |
| WBI Investments | 8,410 | $540.6 萬 | 0.98% | +8,410 | 新進 |
| Naples Global Advisors, LLC | 8,384 | $540.4 萬 | 0.63% | +45+0.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 8,395 | $539.7 萬 | 0.06% | 00.0% | 不變 |
| Genus Capital Management Inc. | 8,394 | $539.6 萬 | 0.79% | +8,394 | 新進 |
| Lathrop Investment Management Corp | 8,335 | $535.8 萬 | 1.09% | −2,505−23.1% | 減碼 |
| Brinker Capital Investments, LLC | 8,267 | $531.5 萬 | 0.06% | +2,340+39.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 8,267 | $531.5 萬 | 0.06% | +2,340+39.5% | 加碼 |
| Bailard, Inc. | 8,182 | $526.0 萬 | 0.18% | −5−0.1% | 減碼 |
| Abn Amro Investment Solutions | 8,154 | $524.2 萬 | 0.10% | −452−5.3% | 減碼 |
| Farmers Trust Co | 8,117 | $521.8 萬 | 1.12% | −240−2.9% | 減碼 |
| Shell Asset Management Co | 8,106 | $521.1 萬 | 0.21% | +17+0.2% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 8,039 | $516.8 萬 | 0.66% | −9,217−53.4% | 減碼 |
| Wealthfront Advisers LLC | 8,016 | $515.3 萬 | 0.02% | +323+4.2% | 加碼 |
| Bokf, NA | 7,963 | $511.9 萬 | 0.10% | −2,885−26.6% | 減碼 |
| Matthews International Capital Management LLC | 7,898 | $507.7 萬 | 0.59% | +1,159+17.2% | 加碼 |
| Commerce Bank | 7,833 | $503.6 萬 | 0.04% | +748+10.6% | 加碼 |
| Rench Wealth Management, Inc. | 7,818 | $502.6 萬 | 2.20% | +149+1.9% | 加碼 |
| Institute for Wealth Management, LLC. | 7,532 | $484.2 萬 | 0.86% | 00.0% | 不變 |
| Marshall & Sullivan Inc | 7,524 | $483.7 萬 | 2.70% | +43+0.6% | 加碼 |
| Sustainable Insight Capital Management, LLC | 7,512 | $482.9 萬 | 4.48% | −1,864−19.9% | 減碼 |
| Conning Inc. | 7,426 | $477.4 萬 | 0.16% | −2,121−22.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,398 | $475.6 萬 | 0.07% | +1,108+17.6% | 加碼 |
| Two Sigma Securities, LLC | 7,371 | $473.9 萬 | 0.39% | +3,885+111.4% | 加碼 |
| Cresset Asset Management, LLC | 7,346 | $473.5 萬 | 0.03% | +5,639+330.3% | 加碼 |
| Pearl River Capital, LLC | 7,349 | $472.4 萬 | 0.76% | +4,491+157.1% | 加碼 |
| GWM Advisors LLC | 7,283 | $468.2 萬 | 0.05% | −2,045−21.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,128 | $458.2 萬 | 0.66% | +155+2.2% | 加碼 |
| TD Private Client Wealth LLC | 7,113 | $457.7 萬 | 0.20% | −426−5.7% | 減碼 |
| River Wealth Advisors LLC | 6,964 | $447.7 萬 | 0.76% | +717+11.5% | 加碼 |
| Mirabella Financial Services LLP | 6,943 | $446.3 萬 | 0.52% | +5,934+588.1% | 加碼 |
| CCM Investment Advisers LLC | 6,938 | $446.0 萬 | 0.60% | −2,890−29.4% | 減碼 |
| Toroso Investments, LLC | 6,765 | $434.9 萬 | 0.13% | +447+7.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 6,737 | $433.1 萬 | 0.33% | +1,433+27.0% | 加碼 |
| Taika Capital, LP | 6,725 | $432.3 萬 | 2.37% | +1,500+28.7% | 加碼 |
| Siemens Fonds Invest GmbH | 6,755 | $432.1 萬 | 0.42% | 00.0% | 不變 |
| Simplex Trading, LLC | 6,720 | $432.0 萬 | 0.18% | +6,720 | 新進 |
| Advisor Partners II, LLC | 6,695 | $430.4 萬 | 0.20% | +473+7.6% | 加碼 |
| Fred Alger Management, LLC | 6,671 | $428.9 萬 | 0.02% | −563−7.8% | 減碼 |
| Exane Asset Management | 6,655 | $427.8 萬 | 2.30% | −13,924−67.7% | 減碼 |
| Quantinno Capital Management LP | 6,650 | $427.5 萬 | 0.24% | +30+0.5% | 加碼 |
| NewSquare Capital LLC | 6,638 | $426.7 萬 | 0.44% | +22+0.3% | 加碼 |
| New Mexico Educational Retirement Board | 6,593 | $423.8 萬 | 0.19% | +300+4.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 6,587 | $423.5 萬 | 0.14% | 00.0% | 不變 |
| New Potomac Partners, LLC | 6,539 | $420.4 萬 | 2.77% | −171−2.5% | 減碼 |
| Kempen Capital Management N.V. | 6,531 | $419.9 萬 | 0.08% | −1,278−16.4% | 減碼 |
| Banque Cantonale Vaudoise | 6,528 | $419.7 萬 | 0.20% | +1,189+22.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 6,494 | $417.5 萬 | 0.78% | −1,319−16.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,464 | $415.4 萬 | 0.43% | −650−9.1% | 減碼 |
| Sepio Capital, LP | 6,384 | $412.5 萬 | 0.34% | +246+4.0% | 加碼 |
| Meeder Asset Management Inc | 6,415 | $412.4 萬 | 0.30% | −9,708−60.2% | 減碼 |
| Private Advisor Group, LLC | 6,138 | $411.5 萬 | 0.04% | −612−9.1% | 減碼 |
| Azzad Asset Management Inc | 6,392 | $410.9 萬 | 0.55% | +51+0.8% | 加碼 |
| Gunderson Capital Management Inc. | 6,288 | $404.2 萬 | 2.67% | −365−5.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 6,285 | $404.0 萬 | 0.01% | −37,387−85.6% | 減碼 |
| E. Ohman J:or Asset Management AB | 6,250 | $401.8 萬 | 0.14% | 00.0% | 不變 |
| Veritable, L.P. | 6,212 | $399.3 萬 | 0.06% | −408−6.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 6,075 | $390.5 萬 | 0.09% | +1,220+25.1% | 加碼 |
| American Trust Investment Advisors, LLC | 6,024 | $387.3 萬 | 2.17% | −24−0.4% | 減碼 |
| Harbour Capital Advisors, LLC | 5,945 | $387.0 萬 | 1.14% | −1,885−24.1% | 減碼 |
| Whittier Trust Co | 6,011 | $386.4 萬 | 0.07% | −59−1.0% | 減碼 |
| V Wealth Advisors LLC | 5,970 | $383.8 萬 | 0.65% | −51−0.8% | 減碼 |
| Charter Trust Co | 5,900 | $379.3 萬 | 0.29% | −414−6.6% | 減碼 |
| Metropolitan Life Insurance Co | 5,855 | $376.4 萬 | 0.18% | −181−3.0% | 減碼 |
| Wolverine Trading, LLC | 5,859 | $375.2 萬 | 0.05% | +2,203+60.3% | 加碼 |
| Roanoke Asset Management Corp | 5,825 | $374.5 萬 | 1.48% | 00.0% | 不變 |
| Empowered Funds, LLC | 5,758 | $370.2 萬 | 0.13% | +931+19.3% | 加碼 |
| EA Series Trust | 5,758 | $370.2 萬 | 0.13% | +5,758 | 新進 |
| Virtu Financial LLC | 5,748 | $369.5 萬 | 0.28% | +5,748 | 新進 |
| Kinneret Advisory, LLC | 5,680 | $366.1 萬 | 0.43% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 5,674 | $364.7 萬 | 0.37% | −77−1.3% | 減碼 |
| Penserra Capital Management LLC | 5,673 | $364.6 萬 | 0.07% | −6,854−54.7% | 減碼 |
| Royal Fund Management, LLC | 5,663 | $364.1 萬 | 0.51% | +261+4.8% | 加碼 |
| Strategic Financial Services, Inc, | 5,251 | $360.2 萬 | 0.27% | −17−0.3% | 減碼 |