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 |
|---|---|---|---|---|---|
| JustInvest LLC | 12,734 | $798.1 萬 | 0.24% | +701+5.8% | 加碼 |
| Covington Investment Advisors Inc. | 12,778 | $800.9 萬 | 1.64% | −50.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 12,798 | $802.1 萬 | 1.01% | −3,709−22.5% | 減碼 |
| Railway Pension Investments Ltd | 12,800 | $802.3 萬 | 0.09% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 12,804 | $802.5 萬 | 0.15% | −2,018−13.6% | 減碼 |
| Ieq Capital, LLC | 12,912 | $809.3 萬 | 0.16% | −1,435−10.0% | 減碼 |
| Means Investment Co., Inc. | 12,988 | $814.0 萬 | 1.33% | −172−1.3% | 減碼 |
| Platinum Investment Management Ltd | 13,110 | $821.7 萬 | 0.32% | −38−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 13,365 | $837.7 萬 | 0.16% | +4,808+56.2% | 加碼 |
| Nemes Rush Group LLC | 13,438 | $842.2 萬 | 1.53% | +345+2.6% | 加碼 |
| M&T Bank Corp | 13,464 | $844.0 萬 | 0.03% | −1,024−7.1% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 13,907 | $871.6 萬 | 0.05% | −5,526−28.4% | 減碼 |
| Artemis Wealth Advisors, LLC | 14,000 | $877.5 萬 | 1.64% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 14,042 | $880.1 萬 | 1.58% | −183−1.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 14,206 | $890.4 萬 | 0.16% | −347−2.4% | 減碼 |
| MBB Public Markets I LLC | 14,215 | $891.0 萬 | 0.60% | −800−5.3% | 減碼 |
| Marlowe Partners LP | 14,272 | $894.5 萬 | 27.43% | +193+1.4% | 加碼 |
| Public Sector Pension Investment Board | 14,278 | $894.9 萬 | 0.07% | −6,927−32.7% | 減碼 |
| Employees Retirement System of Texas | 14,310 | $896.9 萬 | 0.13% | −1,582−10.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,435 | $905.1 萬 | 0.12% | −42−0.3% | 減碼 |
| Fifth Third Bancorp | 14,568 | $913.1 萬 | 0.04% | −771−5.0% | 減碼 |
| YHB Investment Advisors, Inc. | 14,620 | $916.3 萬 | 0.85% | −156−1.1% | 減碼 |
| PGGM Investments | 14,677 | $919.9 萬 | 0.16% | +3,545+31.8% | 加碼 |
| CBOE Vest Financial, LLC | 14,806 | $928.0 萬 | 0.51% | +6,280+73.7% | 加碼 |
| LMCG Investments, LLC | 14,836 | $929.9 萬 | 0.63% | −820−5.2% | 減碼 |
| Trexquant Investment LP | 14,906 | $934.3 萬 | 0.23% | +14,906 | 新進 |
| D. E. Shaw & Co., Inc. | 14,939 | $936.3 萬 | 0.02% | +8,654+137.7% | 加碼 |
| BTC Capital Management, Inc. | 15,276 | $957.5 萬 | 1.11% | −255−1.6% | 減碼 |
| UniSuper Management Pty Ltd | 15,700 | $984.0 萬 | 0.12% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 15,713 | $984.9 萬 | 0.54% | −5,818−27.0% | 減碼 |
| Marco Investment Management LLC | 16,045 | $1,006 萬 | 1.16% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 16,113 | $1,010 萬 | 0.12% | −401−2.4% | 減碼 |
| Point72 Middle East FZE | 16,205 | $1,016 萬 | 0.61% | +16,205 | 新進 |
| Investment Management Corp of Ontario | 16,236 | $1,018 萬 | 0.40% | +13,448+482.4% | 加碼 |
| Shelton Capital Management | 16,436 | $1,030 萬 | 0.38% | +3,502+27.1% | 加碼 |
| Profund Advisors LLC | 16,559 | $1,038 萬 | 0.57% | +2,488+17.7% | 加碼 |
| Cozad Asset Management Inc | 16,701 | $1,047 萬 | 1.36% | −430−2.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $1,054 萬 | 2.27% | 00.0% | 不變 |
| Nishkama Capital, LLC | 16,873 | $1,058 萬 | 3.53% | +16,873 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 17,080 | $1,071 萬 | 0.05% | +17,080 | 新進 |
| Terry L. Blaker | 17,246 | $1,081 萬 | 0.96% | −1,337−7.2% | 減碼 |
| Lido Advisors, LLC | 17,420 | $1,092 萬 | 0.12% | −3,199−15.5% | 減碼 |
| Calamos Advisors LLC | 17,440 | $1,093 萬 | 0.06% | +68+0.4% | 加碼 |
| Liontrust Investment Partners LLP | 17,800 | $1,116 萬 | 0.18% | +400+2.3% | 加碼 |
| Great Lakes Advisors, LLC | 17,863 | $1,120 萬 | 0.10% | −5,391−23.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 17,933 | $1,124 萬 | 0.73% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 17,728 | $1,125 萬 | 0.25% | +2,190+14.1% | 加碼 |
| Gratus Capital LLC | 18,047 | $1,131 萬 | 0.77% | −31−0.2% | 減碼 |
| Empire Life Investments Inc. | 18,171 | $1,139 萬 | 0.83% | −11,965−39.7% | 減碼 |
| Assetmark, Inc | 18,586 | $1,165 萬 | 0.05% | +989+5.6% | 加碼 |
| Louisiana State Employees Retirement System | 18,800 | $1,178 萬 | 0.27% | +2,100+12.6% | 加碼 |
| Walleye Capital LLC | 19,190 | $1,203 萬 | 0.18% | −42,679−69.0% | 減碼 |
| Ardevora Asset Management LLP | 19,396 | $1,216 萬 | 0.60% | −39,104−66.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 19,806 | $1,241 萬 | 0.17% | −4,585−18.8% | 減碼 |
| Baker Avenue Asset Management, LP | 19,832 | $1,243 萬 | 0.62% | −335−1.7% | 減碼 |
| Wellington Management Group LLP | 20,039 | $1,256 萬 | 0.00% | +15,848+378.1% | 加碼 |
| Burney Co | 20,130 | $1,262 萬 | 0.59% | −3,758−15.7% | 減碼 |
| FourThought Financial Partners, LLC | 20,159 | $1,263 萬 | 1.77% | −247−1.2% | 減碼 |
| Achmea Investment Management B.V. | 20,438 | $1,281 萬 | 0.28% | +846+4.3% | 加碼 |
| Connectus Wealth, LLC | 20,489 | $1,284 萬 | 0.29% | −336−1.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,619 | $1,292 萬 | 0.07% | −1,168−5.4% | 減碼 |
| Natixis | 20,744 | $1,300 萬 | 0.10% | −20,248−49.4% | 減碼 |
| New York Life Investment Management LLC | 20,795 | $1,303 萬 | 0.14% | −306−1.5% | 減碼 |
| Linscomb & Williams, Inc. | 20,917 | $1,311 萬 | 0.77% | −1,409−6.3% | 減碼 |
| Group One Trading, L.P. | 20,999 | $1,316 萬 | 0.52% | −5,817−21.7% | 減碼 |
| Yousif Capital Management, LLC | 21,215 | $1,330 萬 | 0.17% | −743−3.4% | 減碼 |
| HRT Financial LP | 21,298 | $1,335 萬 | 0.13% | +21,298 | 新進 |
| Mutual of America Capital Management LLC | 21,312 | $1,336 萬 | 0.16% | −766−3.5% | 減碼 |
| South Dakota Investment Council | 21,406 | $1,342 萬 | 0.31% | −5,168−19.4% | 減碼 |
| State of Alaska, Department of Revenue | 21,817 | $1,367 萬 | 0.17% | −710−3.2% | 減碼 |
| Sora Investors LLC | 22,000 | $1,379 萬 | 3.09% | +22,000 | 新進 |
| CIBC World Markets Corp | 22,602 | $1,417 萬 | 0.14% | −4,388−16.3% | 減碼 |
| Hosking Partners LLP | 22,707 | $1,423 萬 | 0.63% | +3,804+20.1% | 加碼 |
| National Asset Management, Inc. | 22,686 | $1,427 萬 | 0.39% | +688+3.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 23,012 | $1,442 萬 | 0.25% | −1,258−5.2% | 減碼 |
| Stephens Inc | 23,028 | $1,443 萬 | 0.28% | +1,168+5.3% | 加碼 |
| Utah Retirement Systems | 23,178 | $1,453 萬 | 0.21% | +156+0.7% | 加碼 |
| Czech National Bank | 23,297 | $1,460 萬 | 0.23% | +7,393+46.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 23,760 | $1,489 萬 | 0.03% | +6,019+33.9% | 加碼 |
| CTC LLC | 23,986 | $1,503 萬 | 0.67% | +23,986 | 新進 |
| Transform Wealth, LLC | 24,180 | $1,520 萬 | 1.60% | +1,643+7.3% | 加碼 |
| Glenmede Trust Co NA | 24,860 | $1,558 萬 | 0.09% | −186−0.7% | 減碼 |
| Huntington National Bank | 24,950 | $1,564 萬 | 0.16% | +1,108+4.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 25,334 | $1,588 萬 | 0.36% | −1,236−4.7% | 減碼 |
| Bank of Nova Scotia | 25,735 | $1,613 萬 | 0.04% | +15,499+151.4% | 加碼 |
| Rockefeller Capital Management L.P. | 25,884 | $1,622 萬 | 0.06% | +993+4.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,126 | $1,638 萬 | 0.22% | −900−3.3% | 減碼 |
| Pacer Advisors, Inc. | 26,183 | $1,641 萬 | 0.06% | −1,927−6.9% | 減碼 |
| Daiwa Securities Group Inc. | 25,715 | $1,643 萬 | 0.12% | +2,642+11.5% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 26,347 | $1,655 萬 | 1.93% | −2,580−8.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,802 | $1,680 萬 | 0.14% | +3,373+14.4% | 加碼 |
| CIBC World Markets Inc. | 26,889 | $1,685 萬 | 0.06% | −199−0.7% | 減碼 |
| NewEdge Wealth, LLC | 27,012 | $1,693 萬 | 0.54% | +6,242+30.1% | 加碼 |
| Nissay Asset Management Corp | 27,130 | $1,700 萬 | 0.15% | +5,170+23.5% | 加碼 |
| Leuthold Group, LLC | 27,221 | $1,706 萬 | 2.39% | −501−1.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 27,449 | $1,720 萬 | 0.27% | +27,449 | 新進 |
| Texas Permanent School Fund | 27,544 | $1,726 萬 | 0.17% | −628−2.2% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $1,738 萬 | 0.42% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 27,812 | $1,743 萬 | 0.41% | −470−1.7% | 減碼 |
| IFM Investors Pty Ltd | 27,881 | $1,747 萬 | 0.23% | +642+2.4% | 加碼 |