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 3,142 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 3 季 13F 持有人
Lam Research Corp 在 2023/9/30 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
- 1,451
- 較 2023 年第 2 季 +34 家
- 持有股數
- 1.11 億
- 較 2023 年第 2 季 −185.5 萬 (−1.6%)
- 總市值
- $697.1 億
- 較 2023 年第 2 季 −$26.8 億 (−3.7%)
- 新進機構
- 124
- 另有 527 家加碼
- 清倉機構
- 90
- 另有 547 家減碼
另有 17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 3,142 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,632,166 | $72.9 億 | 0.18% | −98,717−0.8% | 減碼 |
| BlackRock Inc. | 11,375,701 | $71.3 億 | 0.21% | +196,227+1.8% | 加碼 |
| State Street Corp | 5,539,347 | $34.8 億 | 0.19% | −140,636−2.5% | 減碼 |
| Ameriprise Financial Inc | 4,676,522 | $29.3 億 | 0.96% | −567,332−10.8% | 減碼 |
| JPMorgan Chase & Co | 4,060,938 | $25.5 億 | 0.30% | +328,102+8.8% | 加碼 |
| FMR LLC | 3,395,921 | $21.3 億 | 0.18% | −877,078−20.5% | 減碼 |
| Price T Rowe Associates Inc | 3,088,934 | $19.4 億 | 0.28% | −623,669−16.8% | 減碼 |
| Geode Capital Management, LLC | 2,930,025 | $18.3 億 | 0.22% | +46,760+1.6% | 加碼 |
| Fisher Asset Management, LLC | 2,886,795 | $18.1 億 | 1.03% | +74,520+2.6% | 加碼 |
| Janus Henderson Group PLC | 2,491,094 | $15.6 億 | 1.02% | −46,302−1.8% | 減碼 |
| GQG Partners LLC | 2,223,011 | $13.9 億 | 3.22% | −128,336−5.5% | 減碼 |
| Sands Capital Management, LLC | 1,933,993 | $12.1 億 | 4.13% | −171,053−8.1% | 減碼 |
| Morgan Stanley | 1,857,918 | $11.6 億 | 0.12% | +56,824+3.2% | 加碼 |
| Bank of New York Mellon Corp | 1,642,367 | $10.3 億 | 0.23% | +159,815+10.8% | 加碼 |
| Norges Bank | 1,621,734 | $10.2 億 | 0.21% | +13,441+0.8% | 加碼 |
| Invesco Ltd. | 1,612,881 | $10.1 億 | 0.27% | +3,414+0.2% | 加碼 |
| Northern Trust Corp | 1,523,215 | $9.55 億 | 0.18% | +134,558+9.7% | 加碼 |
| Amundi | 1,390,597 | $8.92 億 | 0.44% | −80,453−5.5% | 減碼 |
| Nuveen Asset Management, LLC | 1,364,474 | $8.55 億 | 0.30% | +194,898+16.7% | 加碼 |
| Goldman Sachs Group Inc | 1,224,722 | $7.68 億 | 0.20% | +466,697+61.6% | 加碼 |
| Massachusetts Financial Services Co | 1,094,094 | $6.86 億 | 0.24% | −143,728−11.6% | 減碼 |
| Legal & General Group Plc | 987,805 | $6.19 億 | 0.22% | −26,197−2.6% | 減碼 |
| Franklin Resources Inc | 957,798 | $6.00 億 | 0.31% | +30,683+3.3% | 加碼 |
| Winslow Capital Management, LLC | 835,262 | $5.24 億 | 2.49% | −102,723−11.0% | 減碼 |
| Bank of America Corp | 817,205 | $5.12 億 | 0.06% | −158,338−16.2% | 減碼 |
| UBS Asset Management Americas Inc | 804,965 | $5.05 億 | 0.23% | +15,026+1.9% | 加碼 |
| Charles Schwab Investment Management Inc | 762,820 | $4.78 億 | 0.14% | +409+0.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 740,369 | $4.64 億 | 2.19% | −40,780−5.2% | 減碼 |
| Coatue Management LLC大師Coatue | 711,661 | $4.46 億 | 2.26% | −87,608−11.0% | 減碼 |
| Barclays PLC | 702,612 | $4.40 億 | 0.29% | −90,386−11.4% | 減碼 |
| Van Eck Associates Corp | 691,783 | $4.34 億 | 0.95% | −267,177−27.9% | 減碼 |
| Dimensional Fund Advisors LP | 686,839 | $4.31 億 | 0.14% | −7,158−1.0% | 減碼 |
| Wells Fargo & Company | 678,036 | $4.25 億 | 0.13% | −40,283−5.6% | 減碼 |
| WCM Investment Management, LLC | 596,877 | $3.74 億 | 1.10% | +9,031+1.5% | 加碼 |
| First Trust Advisors LP | 592,821 | $3.72 億 | 0.44% | +33,727+6.0% | 加碼 |
| UBS Group AG | 572,320 | $3.59 億 | 0.16% | +37,524+7.0% | 加碼 |
| Artisan Partners Limited Partnership | 561,349 | $3.52 億 | 0.60% | −12,697−2.2% | 減碼 |
| Swiss National Bank | 432,200 | $2.71 億 | 0.21% | −55,200−11.3% | 減碼 |
| Deutsche Bank AG | 416,301 | $2.61 億 | 0.17% | −18,202−4.2% | 減碼 |
| Nordea Investment Management AB | 405,305 | $2.57 億 | 0.36% | −6,665−1.6% | 減碼 |
| Pictet Asset Management Holding SA | 391,929 | $2.46 億 | 0.30% | +391,929 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 370,038 | $2.32 億 | 1.71% | +28,510+8.3% | 加碼 |
| Alliancebernstein L.P. | 369,544 | $2.32 億 | 0.10% | +8,476+2.3% | 加碼 |
| Lord, Abbett & Co. LLC | 361,140 | $2.26 億 | 0.84% | +8,523+2.4% | 加碼 |
| Allianz Asset Management GmbH | 357,788 | $2.24 億 | 0.46% | +140,759+64.9% | 加碼 |
| Royal Bank of Canada | 352,518 | $2.21 億 | 0.06% | +39,065+12.5% | 加碼 |
| Boston Partners | 347,741 | $2.17 億 | 0.30% | −53,400−13.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,625 | $2.17 億 | 0.18% | −3,645−1.0% | 減碼 |
| Neuberger Berman Group LLC | 330,283 | $2.07 億 | 0.19% | +110,457+50.2% | 加碼 |
| Rafferty Asset Management, LLC | 329,289 | $2.06 億 | 1.21% | −33,304−9.2% | 減碼 |
| Prudential Financial Inc | 324,348 | $2.03 億 | 0.32% | +76,273+30.7% | 加碼 |
| Holocene Advisors, LP | 322,410 | $2.02 億 | 0.90% | −123,125−27.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 316,241 | $1.98 億 | 0.17% | −12,040−3.7% | 減碼 |
| HSBC Holdings PLC | 312,641 | $1.96 億 | 0.22% | +2,124+0.7% | 加碼 |
| Envestnet Asset Management Inc | 303,865 | $1.90 億 | 0.09% | −68,797−18.5% | 減碼 |
| Canada Pension Plan Investment Board | 301,071 | $1.89 億 | 0.28% | +155,240+106.5% | 加碼 |
| Mackenzie Financial Corp | 302,453 | $1.87 億 | 0.31% | −8,218−2.6% | 減碼 |
| Alkeon Capital Management LLC | 293,370 | $1.84 億 | 1.16% | 00.0% | 不變 |
| Citigroup Inc | 285,527 | $1.79 億 | 0.26% | −32,703−10.3% | 減碼 |
| Aspex Management (HK) Ltd | 282,871 | $1.77 億 | 5.46% | −228,064−44.6% | 減碼 |
| Rhumbline Advisers | 273,976 | $1.72 億 | 0.20% | −375−0.1% | 減碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $1.69 億 | 28.15% | 00.0% | 不變 |
| California Public Employees Retirement System | 266,012 | $1.67 億 | 0.14% | +2,625+1.0% | 加碼 |
| Cincinnati Insurance Co | 249,211 | $1.56 億 | 3.09% | 00.0% | 不變 |
| CI Private Wealth, LLC | 247,380 | $1.55 億 | 0.36% | +2,534+1.0% | 加碼 |
| Agf Management Ltd | 245,782 | $1.54 億 | 1.09% | +85,560+53.4% | 加碼 |
| National Pension Service | 252,548 | $1.53 億 | 0.24% | +3,983+1.6% | 加碼 |
| Scge Management, L.P. | 235,000 | $1.47 億 | 3.83% | 00.0% | 不變 |
| Principal Financial Group Inc | 230,108 | $1.44 億 | 0.10% | −4,289−1.8% | 減碼 |
| William Blair Investment Management, LLC | 228,090 | $1.43 億 | 0.48% | +4,500+2.0% | 加碼 |
| New York State Common Retirement Fund | 225,014 | $1.41 億 | 0.20% | −13,775−5.8% | 減碼 |
| Credit Suisse AG | 221,993 | $1.39 億 | 0.15% | +795+0.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 221,466 | $1.39 億 | 0.31% | −8,727−3.8% | 減碼 |
| TD Asset Management Inc | 215,436 | $1.35 億 | 0.16% | −3,339−1.5% | 減碼 |
| California State Teachers Retirement System | 213,428 | $1.34 億 | 0.21% | −8,900−4.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 211,012 | $1.32 億 | 0.29% | +1,257+0.6% | 加碼 |
| Millennium Management LLC | 208,982 | $1.31 億 | 0.14% | +158,341+312.7% | 加碼 |
| Clearbridge Investments, LLC | 206,882 | $1.30 億 | 0.12% | −865−0.4% | 減碼 |
| Qube Research & Technologies Ltd | 205,894 | $1.29 億 | 0.38% | +179,496+680.0% | 加碼 |
| Swedbank AB | 200,011 | $1.25 億 | 0.23% | +1,622+0.8% | 加碼 |
| Voya Investment Management LLC | 199,007 | $1.25 億 | 0.14% | −371,527−65.1% | 減碼 |
| SEI Investments Co | 193,569 | $1.21 億 | 0.22% | −20,072−9.4% | 減碼 |
| Victory Capital Management Inc | 192,192 | $1.20 億 | 0.14% | +23,937+14.2% | 加碼 |
| Bank of Montreal | 183,807 | $1.16 億 | 0.07% | +22,759+14.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 179,203 | $1.12 億 | 0.34% | +25,904+16.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177,547 | $1.11 億 | 0.23% | +9,201+5.5% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 173,783 | $1.09 億 | 0.25% | −62,800−26.5% | 減碼 |
| Bessemer Group Inc | 171,555 | $1.08 億 | 0.24% | −24,135−12.3% | 減碼 |
| ProShare Advisors LLC | 168,870 | $1.06 億 | 0.33% | +19,415+13.0% | 加碼 |
| Great West Life Assurance Co | 158,406 | $9,925 萬 | 0.24% | −242−0.2% | 減碼 |
| AQR Capital Management LLC | 156,557 | $9,812 萬 | 0.20% | +19,218+14.0% | 加碼 |
| Russell Investments Group, Ltd. | 153,138 | $9,599 萬 | 0.19% | +17,327+12.8% | 加碼 |
| Jennison Associates LLC | 149,863 | $9,393 萬 | 0.08% | −24,479−14.0% | 減碼 |
| Macquarie Group Ltd | 148,199 | $9,289 萬 | 0.12% | +5,874+4.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 147,082 | $9,219 萬 | 0.23% | −15,507−9.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 143,179 | $8,974 萬 | 0.21% | −3,331−2.3% | 減碼 |
| Schroder Investment Management Group | 139,752 | $8,759 萬 | 0.13% | +19,324+16.0% | 加碼 |
| New York State Teachers Retirement System | 137,049 | $8,590 萬 | 0.21% | −7,755−5.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 136,574 | $8,560 萬 | 0.50% | +3,733+2.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 134,360 | $8,421 萬 | 0.24% | −8,478−5.9% | 減碼 |