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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 7,731 | $484.6 萬 | 1.12% | −386−4.8% | 減碼 |
| Rench Wealth Management, Inc. | 7,854 | $492.3 萬 | 2.26% | +36+0.5% | 加碼 |
| Maytus Capital Management, LLC | 8,000 | $501.4 萬 | 2.79% | +2,500+45.5% | 加碼 |
| Lighthouse Investment Partners, LLC | 8,015 | $502.4 萬 | 0.30% | −1,577−16.4% | 減碼 |
| River Wealth Advisors LLC | 8,124 | $509.2 萬 | 0.91% | +1,160+16.7% | 加碼 |
| Westpac Banking Corp | 8,222 | $515.3 萬 | 0.39% | −1,552−15.9% | 減碼 |
| Naples Global Advisors, LLC | 8,215 | $516.5 萬 | 0.63% | −169−2.0% | 減碼 |
| Savoie Capital LLC | 8,280 | $519.0 萬 | 1.36% | +8,280 | 新進 |
| Lathrop Investment Management Corp | 8,335 | $522.4 萬 | 1.13% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 8,395 | $526.2 萬 | 0.06% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 8,424 | $528.0 萬 | 0.21% | −207−2.4% | 減碼 |
| Raymond James Trust N.A. | 8,429 | $528.3 萬 | 0.16% | +3,899+86.1% | 加碼 |
| Bailard, Inc. | 8,437 | $528.8 萬 | 0.18% | +255+3.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 8,514 | $533.6 萬 | 0.08% | +1,116+15.1% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 8,525 | $534.3 萬 | 0.81% | −1,700−16.6% | 減碼 |
| Prudential PLC | 8,606 | $539.4 萬 | 0.06% | −1,600−15.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,590 | $539.8 萬 | 0.08% | +51+0.6% | 加碼 |
| Coldstream Capital Management Inc | 8,746 | $548.2 萬 | 0.18% | −32−0.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 8,775 | $550.0 萬 | 0.01% | +5,472+165.7% | 加碼 |
| Atria Investments LLC | 8,776 | $550.1 萬 | 0.10% | −281−3.1% | 減碼 |
| Financial Partners Group, LLC | 8,790 | $550.9 萬 | 2.64% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 8,836 | $553.8 萬 | 2.85% | −45−0.5% | 減碼 |
| Seizert Capital Partners, LLC | 8,896 | $557.6 萬 | 0.30% | −3,429−27.8% | 減碼 |
| Quantbot Technologies LP | 8,909 | $558.4 萬 | 0.38% | +8,909 | 新進 |
| Hohimer Wealth Management, LLC | 8,975 | $562.5 萬 | 1.61% | −204−2.2% | 減碼 |
| Silvant Capital Management LLC | 8,951 | $562.8 萬 | 0.34% | −994−10.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,024 | $565.6 萬 | 0.12% | +16+0.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 9,076 | $568.9 萬 | 0.12% | +411+4.7% | 加碼 |
| Hillman Capital Management, Inc. | 9,085 | $569.4 萬 | 2.19% | −4,408−32.7% | 減碼 |
| Hartford Investment Management Co | 9,145 | $573.2 萬 | 0.23% | −341−3.6% | 減碼 |
| Bayesian Capital Management, LP | 9,191 | $576.1 萬 | 0.66% | −3,800−29.3% | 減碼 |
| Wealthfront Advisers LLC | 9,194 | $576.3 萬 | 0.02% | +1,178+14.7% | 加碼 |
| Sitrin Capital Management LLC | 9,198 | $576.5 萬 | 3.60% | −1,070−10.4% | 減碼 |
| McBroom & Associates, LLC | 9,263 | $580.6 萬 | 4.62% | +163+1.8% | 加碼 |
| Jackson Wealth Management, LLC | 9,298 | $582.8 萬 | 0.83% | +339+3.8% | 加碼 |
| Fiduciary Trust Co | 9,352 | $586.2 萬 | 0.11% | −31−0.3% | 減碼 |
| Northwest Bancshares, Inc. | 9,365 | $587.0 萬 | 1.12% | −1,590−14.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 9,374 | $587.5 萬 | 0.13% | 00.0% | 不變 |
| Carret Asset Management, LLC | 9,419 | $590.4 萬 | 0.82% | +47+0.5% | 加碼 |
| Amica Mutual Insurance Co | 9,420 | $590.4 萬 | 0.69% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 9,425 | $590.7 萬 | 3.55% | +10.0% | 加碼 |
| Taika Capital, LP | 9,432 | $591.2 萬 | 2.91% | +2,707+40.3% | 加碼 |
| Insight Wealth Strategies, LLC | 9,452 | $592.4 萬 | 1.14% | +354+3.9% | 加碼 |
| HB Wealth Management, LLC | 9,478 | $594.0 萬 | 0.10% | +611+6.9% | 加碼 |
| Shell Asset Management Co | 9,493 | $595.0 萬 | 0.25% | +1,387+17.1% | 加碼 |
| Cornerstone Advisors, LLC | 9,500 | $595.4 萬 | 0.28% | −200−2.1% | 減碼 |
| Securian Asset Management, Inc | 9,538 | $597.8 萬 | 0.18% | −1,723−15.3% | 減碼 |
| Twin Tree Management, LP | 9,539 | $597.9 萬 | 0.20% | −11,982−55.7% | 減碼 |
| KWMG, LLC | 9,578 | $600.3 萬 | 0.76% | −189−1.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,581 | $600.5 萬 | 0.19% | +5,722+148.3% | 加碼 |
| Kestra Advisory Services, LLC | 9,620 | $603.0 萬 | 0.06% | +393+4.3% | 加碼 |
| Guinness Atkinson Asset Management Inc | 9,657 | $605.3 萬 | 3.37% | 00.0% | 不變 |
| Cullinan Associates Inc | 9,700 | $608.0 萬 | 0.35% | 00.0% | 不變 |
| Summit Street Capital Management, LLC | 9,787 | $613.4 萬 | 2.74% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 9,800 | $614.2 萬 | 0.02% | +9,800 | 新進 |
| Aviance Capital Partners, LLC | 9,804 | $614.5 萬 | 1.38% | −288−2.9% | 減碼 |
| Laffer Tengler Investments | 9,804 | $614.5 萬 | 1.81% | −1,482−13.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,814 | $615.1 萬 | 0.39% | −196−2.0% | 減碼 |
| MML Investors Services, LLC | 9,820 | $615.5 萬 | 0.03% | −5−0.1% | 減碼 |
| Baldwin Investment Management, LLC | 9,838 | $616.6 萬 | 1.03% | −296−2.9% | 減碼 |
| Banco Santander, S.A. | 9,919 | $621.7 萬 | 0.09% | +6,669+205.2% | 加碼 |
| La Banque Postale Asset Management SA | 9,965 | $624.6 萬 | 0.14% | +444+4.7% | 加碼 |
| Violich Capital Management, Inc. | 10,000 | $626.8 萬 | 1.07% | 00.0% | 不變 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 10,200 | $639.3 萬 | 0.55% | +10,200 | 新進 |
| Maryland State Retirement & Pension System | 10,333 | $647.6 萬 | 0.15% | +85+0.8% | 加碼 |
| D.A. Davidson & Co. | 10,384 | $650.8 萬 | 0.07% | −313−2.9% | 減碼 |
| Level Four Advisory Services, LLC | 10,392 | $651.4 萬 | 0.42% | +226+2.2% | 加碼 |
| Heron Bay Capital Management | 10,437 | $654.2 萬 | 1.76% | −259−2.4% | 減碼 |
| Impax Asset Management Group plc | 10,483 | $657.0 萬 | 0.03% | −228−2.1% | 減碼 |
| Gateway Investment Advisers LLC | 10,574 | $662.8 萬 | 0.08% | −117−1.1% | 減碼 |
| 1832 Asset Management L.P. | 10,600 | $664.4 萬 | 0.01% | −84,017−88.8% | 減碼 |
| Kingsview Wealth Management, LLC | 10,617 | $665.4 萬 | 0.24% | +5,348+101.5% | 加碼 |
| Financial Counselors Inc | 10,629 | $666.2 萬 | 0.13% | +633+6.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 10,644 | $667.1 萬 | 0.03% | +6,455+154.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,696 | $670.4 萬 | 0.87% | +650+6.5% | 加碼 |
| First Citizens Bank & Trust Co | 10,729 | $672.5 萬 | 0.13% | −334−3.0% | 減碼 |
| King Luther Capital Management Corp | 10,746 | $673.6 萬 | 0.03% | +47+0.4% | 加碼 |
| Fusion Capital, LLC | 10,790 | $676.3 萬 | 3.81% | +159+1.5% | 加碼 |
| Socorro Asset Management LP | 10,853 | $680.2 萬 | 3.18% | −2,392−18.1% | 減碼 |
| Systematic Alpha Investments, LLC | 10,889 | $682.5 萬 | 0.34% | 00.0% | 不變 |
| Winmill & Co. Inc | 10,900 | $683.2 萬 | 2.50% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 11,109 | $696.3 萬 | 0.10% | −1,753−13.6% | 減碼 |
| Nilsine Partners, LLC | 11,139 | $698.2 萬 | 1.06% | +233+2.1% | 加碼 |
| Cetera Advisor Networks LLC | 11,182 | $700.8 萬 | 0.04% | +885+8.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 11,244 | $704.7 萬 | 0.22% | +140+1.3% | 加碼 |
| Kentucky Retirement Systems | 11,432 | $716.5 萬 | 0.25% | +631+5.8% | 加碼 |
| Ethic Inc. | 11,575 | $725.5 萬 | 0.25% | +700+6.4% | 加碼 |
| Valley National Advisers Inc | 11,604 | $727.3 萬 | 1.27% | −718−5.8% | 減碼 |
| Pathstone Family Office, LLC | 11,446 | $733.0 萬 | 0.06% | +6,516+132.2% | 加碼 |
| Central Bank & Trust Co | 11,796 | $739.3 萬 | 1.29% | −462−3.8% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,168 | $762.7 萬 | 0.12% | +491+4.2% | 加碼 |
| United Capital Financial Advisers, LLC | 12,203 | $764.8 萬 | 0.05% | −932−7.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 12,206 | $765.0 萬 | 0.08% | 00.0% | 不變 |
| Carderock Capital Management Inc | 12,229 | $766.5 萬 | 2.57% | −256−2.1% | 減碼 |
| iA Global Asset Management Inc. | 12,288 | $770.2 萬 | 0.20% | +2,361+23.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,345 | $773.7 萬 | 0.04% | −211−1.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,349 | $773.9 萬 | 0.22% | −1,303−9.5% | 減碼 |
| Chartwell Investment Partners, LLC | 12,388 | $776.4 萬 | 0.30% | +1,000+8.8% | 加碼 |
| Cetera Investment Advisers | 12,420 | $778.4 萬 | 0.07% | −297−2.3% | 減碼 |
| Advisory Services Network, LLC | 12,559 | $787.2 萬 | 0.21% | −508−3.9% | 減碼 |