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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 27,915 | $1,754 萬 | 0.09% | −5,675−16.9% | 減碼 |
| Engine No. 1 LLC | 28,390 | $1,779 萬 | 9.37% | +28,390 | 新進 |
| Gotham Asset Management, LLC | 28,968 | $1,816 萬 | 0.38% | +1,213+4.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 29,439 | $1,845 萬 | 0.19% | −528−1.8% | 減碼 |
| Tudor Investment Corp Et Al | 29,542 | $1,852 萬 | 0.27% | +16,935+134.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 29,575 | $1,854 萬 | 0.28% | +193+0.7% | 加碼 |
| Retirement Systems of Alabama | 30,140 | $1,889 萬 | 0.09% | −391−1.3% | 減碼 |
| Clough Capital Partners L P | 30,340 | $1,902 萬 | 2.04% | +4,240+16.2% | 加碼 |
| Vident Advisory, LLC | 30,771 | $1,929 萬 | 0.60% | +30,771 | 新進 |
| Optiver Holding B.V. | 30,834 | $1,933 萬 | 0.55% | +30,834 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 30,984 | $1,942 萬 | 0.66% | +680+2.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 31,548 | $1,977 萬 | 0.04% | −1,444−4.4% | 減碼 |
| Xponance, Inc. | 31,553 | $1,978 萬 | 0.27% | −1,381−4.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 33,307 | $2,088 萬 | 0.19% | +31,789+2,094.1% | 加碼 |
| Lazard Asset Management LLC | 33,357 | $2,091 萬 | 0.03% | +31,968+2,301.5% | 加碼 |
| TCW Group Inc | 33,768 | $2,116 萬 | 0.27% | +2,175+6.9% | 加碼 |
| USS Investment Management Ltd | 34,019 | $2,131 萬 | 0.23% | −115−0.3% | 減碼 |
| Alberta Investment Management Corp | 34,310 | $2,150 萬 | 0.23% | −4,774−12.2% | 減碼 |
| M&G Investment Management Ltd | 34,497 | $2,163 萬 | 0.16% | −47,015−57.7% | 減碼 |
| McGuire Investment Group, LLC | 34,601 | $2,169 萬 | 4.18% | −2,210−6.0% | 減碼 |
| Commonwealth Equity Services, LLC | 34,876 | $2,186 萬 | 0.05% | −10,723−23.5% | 減碼 |
| Thrivent Financial for Lutherans | 34,929 | $2,189 萬 | 0.05% | −7,169−17.0% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 35,787 | $2,243 萬 | 1.64% | −451−1.2% | 減碼 |
| Swiss Life Asset Management Ltd | 36,189 | $2,268 萬 | 0.35% | −4,176−10.3% | 減碼 |
| DnB Asset Management AS | 36,190 | $2,268 萬 | 0.14% | +9,916+37.7% | 加碼 |
| Arvest Trust Co N A | 36,310 | $2,276 萬 | 1.48% | −1,386−3.7% | 減碼 |
| Vontobel Holding Ltd. | 36,389 | $2,281 萬 | 0.21% | −918−2.5% | 減碼 |
| AMF Pensionsforsakring AB | 36,367 | $2,281 萬 | 0.22% | +4,340+13.6% | 加碼 |
| First Republic Investment Management, Inc. | 36,696 | $2,300 萬 | 0.07% | +36,696 | 新進 |
| Amalgamated Bank | 36,853 | $2,310 萬 | 0.20% | +155+0.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 36,978 | $2,318 萬 | 0.08% | +35,102+1,871.1% | 加碼 |
| Neville Rodie & Shaw Inc | 37,087 | $2,325 萬 | 2.07% | −128−0.3% | 減碼 |
| CIBC Asset Management Inc | 37,182 | $2,330 萬 | 0.10% | +2,833+8.2% | 加碼 |
| Capco Asset Management, LLC | 37,577 | $2,355 萬 | 6.11% | +51+0.1% | 加碼 |
| Arizona State Retirement System | 38,025 | $2,383 萬 | 0.20% | −546−1.4% | 減碼 |
| MetLife Investment Management | 38,283 | $2,399 萬 | 0.19% | −1,108−2.8% | 減碼 |
| Comerica Bank | 38,588 | $2,419 萬 | 0.13% | +28,519+283.2% | 加碼 |
| State of Michigan Retirement System | 38,980 | $2,443 萬 | 0.16% | −1,100−2.7% | 減碼 |
| Braun Stacey Associates Inc | 39,776 | $2,493 萬 | 1.21% | +1,022+2.6% | 加碼 |
| Harbor Island Capital LLC | 40,386 | $2,531 萬 | 14.63% | −1,045−2.5% | 減碼 |
| Eisler Capital (UK) Ltd. | 41,804 | $2,620 萬 | 1.15% | +18,412+78.7% | 加碼 |
| Forsta Ap-Fonden | 42,400 | $2,658 萬 | 0.30% | +8,700+25.8% | 加碼 |
| Baird Financial Group, Inc. | 43,587 | $2,732 萬 | 0.07% | −1,907−4.2% | 減碼 |
| Guinness Asset Management LTD | 44,039 | $2,760 萬 | 0.64% | +2,468+5.9% | 加碼 |
| State of Tennessee, Treasury Department | 44,119 | $2,765 萬 | 0.11% | +1,707+4.0% | 加碼 |
| Renaissance Group LLC | 44,373 | $2,781 萬 | 1.27% | −8,211−15.6% | 減碼 |
| QRG Capital Management, Inc. | 44,525 | $2,791 萬 | 0.48% | +44,525 | 新進 |
| SG Americas Securities, LLC | 45,306 | $2,840 萬 | 0.38% | +11,739+35.0% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $2,854 萬 | 0.03% | 00.0% | 不變 |
| Intech Investment Management LLC | 46,178 | $2,894 萬 | 0.43% | +4,401+10.5% | 加碼 |
| Colony Group LLC | 46,180 | $2,894 萬 | 0.43% | −1,138−2.4% | 減碼 |
| Mercer Global Advisors Inc | 46,465 | $2,912 萬 | 0.11% | +5,075+12.3% | 加碼 |
| US Bancorp | 46,771 | $2,932 萬 | 0.05% | +858+1.9% | 加碼 |
| HighTower Advisors, LLC | 47,820 | $3,003 萬 | 0.06% | +770+1.6% | 加碼 |
| American International Group, Inc. | 48,436 | $3,036 萬 | 0.20% | +926+1.9% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 48,900 | $3,065 萬 | 1.31% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 49,642 | $3,111 萬 | 0.38% | +49,566+65,218.4% | 加碼 |
| Frontier Capital Management Co LLC | 50,004 | $3,134 萬 | 0.34% | −79,796−61.5% | 減碼 |
| Employees Provident Fund Board | 50,517 | $3,166 萬 | 0.72% | −62,124−55.2% | 減碼 |
| Handelsbanken Fonder AB | 50,572 | $3,170 萬 | 0.18% | +2,105+4.3% | 加碼 |
| Janney Montgomery Scott LLC | 52,208 | $3,272 萬 | 0.12% | −306−0.6% | 減碼 |
| Nisa Investment Advisors, LLC | 52,631 | $3,299 萬 | 0.25% | +6,958+15.2% | 加碼 |
| Ci Investments Inc. | 52,959 | $3,319 萬 | 0.19% | −1,065−2.0% | 減碼 |
| Castleark Management LLC | 53,495 | $3,353 萬 | 1.71% | −5,110−8.7% | 減碼 |
| ARS Investment Partners, LLC | 53,980 | $3,383 萬 | 4.19% | −50.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 54,181 | $3,396 萬 | 0.79% | +48,106+791.9% | 加碼 |
| Capital International Investors | 54,790 | $3,434 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 55,016 | $3,452 萬 | 0.05% | +12,374+29.0% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 58,266 | $3,652 萬 | 1.08% | −4,766−7.6% | 減碼 |
| ING Groep NV | 58,347 | $3,657 萬 | 0.32% | +20,040+52.3% | 加碼 |
| Flputnam Investment Management Co | 59,196 | $3,710 萬 | 1.03% | −1,299−2.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 60,103 | $3,767 萬 | 0.25% | +25,016+71.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 60,240 | $3,776 萬 | 0.05% | +1,273+2.2% | 加碼 |
| Nicholas Company, Inc. | 60,460 | $3,789 萬 | 0.76% | −10,290−14.5% | 減碼 |
| Federated Hermes, Inc. | 61,354 | $3,845 萬 | 0.10% | −35,859−36.9% | 減碼 |
| Triple Frond Partners LLC | 62,060 | $3,890 萬 | 4.93% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 62,610 | $3,924 萬 | 0.17% | +1,217+2.0% | 加碼 |
| Pinebridge Investments, L.P. | 62,747 | $3,933 萬 | 0.44% | +31,866+103.2% | 加碼 |
| LPL Financial LLC | 62,917 | $3,943 萬 | 0.03% | +3,474+5.8% | 加碼 |
| Korea Investment CORP | 63,066 | $3,953 萬 | 0.12% | −38,826−38.1% | 減碼 |
| FIL Ltd | 63,767 | $3,997 萬 | 0.05% | +2,052+3.3% | 加碼 |
| Treasurer of the State of North Carolina | 63,809 | $3,999 萬 | 0.22% | +560+0.9% | 加碼 |
| British Columbia Investment Management Corp | 64,603 | $4,049 萬 | 0.38% | +52,432+430.8% | 加碼 |
| Jane Street Group, LLC | 65,022 | $4,075 萬 | 0.06% | −28,619−30.6% | 減碼 |
| Teacher Retirement System of Texas | 65,111 | $4,081 萬 | 0.27% | +23,322+55.8% | 加碼 |
| Royal London Asset Management Ltd | 65,751 | $4,120 萬 | 0.13% | +4,625+7.6% | 加碼 |
| Virginia Retirement Systems Et Al | 65,852 | $4,127 萬 | 0.41% | +28,000+74.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 65,984 | $4,136 萬 | 0.40% | +1,700+2.6% | 加碼 |
| Vaughan David Investments LLC | 66,333 | $4,158 萬 | 1.26% | −290−0.4% | 減碼 |
| Value Aligned Research Advisors, LLC | 66,424 | $4,163 萬 | 13.12% | +3,242+5.1% | 加碼 |
| STRS Ohio | 66,587 | $4,173 萬 | 0.19% | −624−0.9% | 減碼 |
| Jupiter Asset Management Ltd | 67,933 | $4,258 萬 | 0.47% | +67,933 | 新進 |
| Artemis Investment Management LLP | 68,802 | $4,311 萬 | 0.60% | −16,841−19.7% | 減碼 |
| Public Employees Retirement System of Ohio | 69,900 | $4,381 萬 | 0.20% | −4,557−6.1% | 減碼 |
| Stifel Financial Corp | 70,200 | $4,401 萬 | 0.06% | +2,964+4.4% | 加碼 |
| Natixis Advisors, L.P. | 70,397 | $4,412 萬 | 0.13% | +113+0.2% | 加碼 |
| American Century Companies Inc | 71,358 | $4,473 萬 | 0.03% | −2,301−3.1% | 減碼 |
| Ensign Peak Advisors, Inc | 71,934 | $4,509 萬 | 0.10% | +25,610+55.3% | 加碼 |
| Ninety One UK Ltd | 72,087 | $4,518 萬 | 0.14% | −35,208−32.8% | 減碼 |
| Aviva PLC | 72,275 | $4,530 萬 | 0.19% | −19,924−21.6% | 減碼 |