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、6 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 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 4,540 | $284.6 萬 | 0.49% | +520+12.9% | 加碼 |
| Eagle Asset Management Inc | 4,545 | $284.9 萬 | 0.02% | −85−1.8% | 減碼 |
| Advisory Research Inc | 4,546 | $284.9 萬 | 0.40% | −445−8.9% | 減碼 |
| Proficio Capital Partners LLC | 4,559 | $285.8 萬 | 0.38% | +10+0.2% | 加碼 |
| Tiaa Trust, National Association | 4,587 | $287.5 萬 | 0.01% | +4,587 | 新進 |
| Trust Co of Vermont | 4,605 | $288.6 萬 | 0.19% | −22−0.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,615 | $289.3 萬 | 0.05% | −64−1.4% | 減碼 |
| Terra Nova Asset Management LLC | 4,529 | $291.1 萬 | 2.65% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 4,683 | $294.1 萬 | 0.28% | +507+12.1% | 加碼 |
| Pittenger & Anderson Inc | 4,734 | $296.7 萬 | 0.15% | +240+5.3% | 加碼 |
| Empirical Finance, LLC | 4,767 | $298.8 萬 | 0.22% | +441+10.2% | 加碼 |
| GAM Holding AG | 4,779 | $299.5 萬 | 0.22% | +11+0.2% | 加碼 |
| Pearl River Capital, LLC | 4,800 | $300.8 萬 | 0.47% | −2,549−34.7% | 減碼 |
| Blair William & Co | 4,822 | $302.2 萬 | 0.01% | +94+2.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,849 | $303.9 萬 | 0.65% | −205−4.1% | 減碼 |
| Pacifica Partners Inc. | 4,857 | $304.0 萬 | 1.65% | −306−5.9% | 減碼 |
| Azzad Asset Management Inc | 4,857 | $304.4 萬 | 0.43% | −1,535−24.0% | 減碼 |
| Prelude Capital Management, LLC | 4,872 | $305.4 萬 | 0.28% | +1,251+34.5% | 加碼 |
| Advisors Asset Management, Inc. | 4,901 | $307.2 萬 | 0.07% | −331−6.3% | 減碼 |
| Probity Advisors, Inc. | 4,902 | $307.2 萬 | 0.71% | −114−2.3% | 減碼 |
| Perigon Wealth Management, LLC | 4,916 | $308.1 萬 | 0.12% | −16−0.3% | 減碼 |
| Advisory Resource Group | 4,983 | $312.3 萬 | 0.84% | +4,253+582.6% | 加碼 |
| Twin Capital Management Inc | 4,996 | $313.1 萬 | 0.45% | +415+9.1% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $313.3 萬 | 2.23% | 00.0% | 不變 |
| Intrust Bank NA | 5,002 | $313.5 萬 | 0.40% | +24+0.5% | 加碼 |
| Voloridge Investment Management, LLC | 5,008 | $313.9 萬 | 0.02% | +5,008 | 新進 |
| Steel Peak Wealth Management LLC | 5,016 | $315.4 萬 | 0.20% | −78−1.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,034 | $315.5 萬 | 0.31% | +3,988+381.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 5,094 | $319.3 萬 | 0.05% | +1,177+30.0% | 加碼 |
| Caas Capital Management LP | 5,100 | $319.7 萬 | 0.71% | +5,100 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,104 | $319.9 萬 | 0.25% | +282+5.8% | 加碼 |
| Malaga Cove Capital, LLC | 5,162 | $323.5 萬 | 1.49% | −62−1.2% | 減碼 |
| Strategic Financial Services, Inc, | 5,204 | $326.2 萬 | 0.25% | −47−0.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,207 | $326.4 萬 | 0.13% | +698+15.5% | 加碼 |
| Hennessy Advisors Inc | 5,260 | $329.7 萬 | 0.23% | −100−1.9% | 減碼 |
| Fort Sheridan Advisors LLC | 5,379 | $337.1 萬 | 0.76% | +656+13.9% | 加碼 |
| Dark Forest Capital Management LP | 5,439 | $340.9 萬 | 0.29% | +4,075+298.8% | 加碼 |
| Midwest Professional Planners, LTD. | 5,509 | $345.3 萬 | 1.55% | +402+7.9% | 加碼 |
| Metropolitan Life Insurance Co | 5,516 | $345.7 萬 | 0.18% | −339−5.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 5,526 | $346.4 萬 | 0.13% | +1,189+27.4% | 加碼 |
| Siemens Fonds Invest GmbH | 5,546 | $347.6 萬 | 0.35% | −1,209−17.9% | 減碼 |
| Vestcor Inc | 5,558 | $348.4 萬 | 0.13% | +2,476+80.3% | 加碼 |
| Penserra Capital Management LLC | 5,570 | $348.9 萬 | 0.07% | −103−1.8% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,579 | $349.7 萬 | 0.27% | +9+0.2% | 加碼 |
| Advisors Capital Management, LLC | 5,616 | $352.0 萬 | 0.09% | +954+20.5% | 加碼 |
| Kinneret Advisory, LLC | 5,677 | $357.0 萬 | 0.44% | −3−0.1% | 減碼 |
| Cable Hill Partners, LLC | 5,783 | $362.5 萬 | 0.49% | −8,632−59.9% | 減碼 |
| Royal Fund Management, LLC | 5,785 | $362.6 萬 | 0.52% | +122+2.2% | 加碼 |
| Charter Trust Co | 5,793 | $363.1 萬 | 0.29% | −107−1.8% | 減碼 |
| Roanoke Asset Management Corp | 5,810 | $364.2 萬 | 1.49% | −15−0.3% | 減碼 |
| AE Wealth Management LLC | 5,833 | $365.6 萬 | 0.02% | +596+11.4% | 加碼 |
| Bristlecone Advisors, LLC | 5,891 | $369.2 萬 | 0.41% | +217+3.8% | 加碼 |
| Harbour Capital Advisors, LLC | 5,995 | $375.7 萬 | 1.13% | +50+0.8% | 加碼 |
| New Potomac Partners, LLC | 6,016 | $377.1 萬 | 2.60% | −523−8.0% | 減碼 |
| Whittier Trust Co | 6,063 | $380.0 萬 | 0.07% | +52+0.9% | 加碼 |
| American Trust Investment Advisors, LLC | 6,092 | $381.8 萬 | 2.11% | +68+1.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,164 | $387.2 萬 | 0.42% | −300−4.6% | 減碼 |
| Private Advisor Group, LLC | 6,219 | $389.8 萬 | 0.03% | +81+1.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,250 | $391.7 萬 | 0.15% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 6,285 | $393.9 萬 | 0.74% | −209−3.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,305 | $395.2 萬 | 0.16% | +2,542+67.6% | 加碼 |
| NEOS Investment Management LLC | 6,327 | $396.6 萬 | 0.51% | +6,327 | 新進 |
| Meiji Yasuda Life Insurance Co | 6,397 | $400.9 萬 | 0.11% | +2,737+74.8% | 加碼 |
| Meeder Asset Management Inc | 6,456 | $404.6 萬 | 0.32% | +41+0.6% | 加碼 |
| Panagora Asset Management Inc | 6,548 | $410.4 萬 | 0.03% | +1,135+21.0% | 加碼 |
| Norinchukin Bank, The | 6,553 | $410.7 萬 | 0.10% | −5,966−47.7% | 減碼 |
| Fred Alger Management, LLC | 6,574 | $412.0 萬 | 0.02% | −97−1.5% | 減碼 |
| Wolverine Trading, LLC | 6,575 | $412.1 萬 | 0.04% | +716+12.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 6,587 | $412.9 萬 | 0.14% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 6,612 | $414.4 萬 | 0.08% | +81+1.2% | 加碼 |
| Metis Global Partners, LLC | 6,633 | $415.7 萬 | 0.20% | +1,487+28.9% | 加碼 |
| CCM Investment Advisers LLC | 6,653 | $417.0 萬 | 0.58% | −285−4.1% | 減碼 |
| Conning Inc. | 6,664 | $417.7 萬 | 0.15% | −762−10.3% | 減碼 |
| Banque Cantonale Vaudoise | 6,729 | $421.7 萬 | 0.21% | +201+3.1% | 加碼 |
| TD Private Client Wealth LLC | 6,748 | $422.9 萬 | 0.18% | −365−5.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 6,748 | $422.9 萬 | 0.23% | +6,386+1,764.1% | 加碼 |
| GWM Advisors LLC | 6,756 | $423.4 萬 | 0.05% | −527−7.2% | 減碼 |
| Toroso Investments, LLC | 6,795 | $425.9 萬 | 0.13% | +30+0.4% | 加碼 |
| PDT Partners, LLC | 6,812 | $427.0 萬 | 0.54% | +1,900+38.7% | 加碼 |
| Quantinno Capital Management LP | 6,887 | $431.7 萬 | 0.20% | +237+3.6% | 加碼 |
| Advisor Partners II, LLC | 6,901 | $432.5 萬 | 0.17% | +206+3.1% | 加碼 |
| Empowered Funds, LLC | 6,945 | $435.3 萬 | 0.13% | +1,187+20.6% | 加碼 |
| New Mexico Educational Retirement Board | 6,993 | $438.3 萬 | 0.19% | +400+6.1% | 加碼 |
| Abn Amro Investment Solutions | 6,995 | $438.4 萬 | 0.09% | −1,159−14.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,013 | $439.6 萬 | 0.32% | +276+4.1% | 加碼 |
| Matthews International Capital Management LLC | 7,089 | $444.3 萬 | 0.54% | −809−10.2% | 減碼 |
| Kerrisdale Advisers, LLC | 7,146 | $447.9 萬 | 1.42% | −2,408−25.2% | 減碼 |
| NewSquare Capital LLC | 7,147 | $448.0 萬 | 0.47% | +509+7.7% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,227 | $453.0 萬 | 0.68% | +99+1.4% | 加碼 |
| Brinker Capital Investments, LLC | 7,310 | $458.1 萬 | 0.06% | −957−11.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,310 | $458.1 萬 | 0.06% | −957−11.6% | 減碼 |
| Verition Fund Management LLC | 7,364 | $461.6 萬 | 0.06% | +2,439+49.5% | 加碼 |
| Bokf, NA | 7,909 | $465.2 萬 | 0.10% | −54−0.7% | 減碼 |
| Marshall & Sullivan Inc | 7,434 | $465.9 萬 | 2.72% | −90−1.2% | 減碼 |
| Institute for Wealth Management, LLC. | 7,532 | $472.1 萬 | 0.86% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 7,544 | $472.8 萬 | 4.64% | +32+0.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 7,602 | $476.5 萬 | 0.06% | +6,264+468.2% | 加碼 |
| ExodusPoint Capital Management, LP | 7,677 | $481.2 萬 | 0.06% | −7,360−48.9% | 減碼 |
| Cresset Asset Management, LLC | 7,695 | $483.7 萬 | 0.03% | +349+4.8% | 加碼 |
| Commerce Bank | 7,727 | $484.3 萬 | 0.04% | −106−1.4% | 減碼 |