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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 329,289 | $2.06 億 | 1.21% | −33,304−9.2% | 減碼 |
| Neuberger Berman Group LLC | 330,283 | $2.07 億 | 0.19% | +110,457+50.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,625 | $2.17 億 | 0.18% | −3,645−1.0% | 減碼 |
| Boston Partners | 347,741 | $2.17 億 | 0.30% | −53,400−13.3% | 減碼 |
| Royal Bank of Canada | 352,518 | $2.21 億 | 0.06% | +39,065+12.5% | 加碼 |
| Allianz Asset Management GmbH | 357,788 | $2.24 億 | 0.46% | +140,759+64.9% | 加碼 |
| Lord, Abbett & Co. LLC | 361,140 | $2.26 億 | 0.84% | +8,523+2.4% | 加碼 |
| Alliancebernstein L.P. | 369,544 | $2.32 億 | 0.10% | +8,476+2.3% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 370,038 | $2.32 億 | 1.71% | +28,510+8.3% | 加碼 |
| Pictet Asset Management Holding SA | 391,929 | $2.46 億 | 0.30% | +391,929 | 新進 |
| Nordea Investment Management AB | 405,305 | $2.57 億 | 0.36% | −6,665−1.6% | 減碼 |
| Deutsche Bank AG | 416,301 | $2.61 億 | 0.17% | −18,202−4.2% | 減碼 |
| Swiss National Bank | 432,200 | $2.71 億 | 0.21% | −55,200−11.3% | 減碼 |
| Artisan Partners Limited Partnership | 561,349 | $3.52 億 | 0.60% | −12,697−2.2% | 減碼 |
| UBS Group AG | 572,320 | $3.59 億 | 0.16% | +37,524+7.0% | 加碼 |
| First Trust Advisors LP | 592,821 | $3.72 億 | 0.44% | +33,727+6.0% | 加碼 |
| WCM Investment Management, LLC | 596,877 | $3.74 億 | 1.10% | +9,031+1.5% | 加碼 |
| Wells Fargo & Company | 678,036 | $4.25 億 | 0.13% | −40,283−5.6% | 減碼 |
| Dimensional Fund Advisors LP | 686,839 | $4.31 億 | 0.14% | −7,158−1.0% | 減碼 |
| Van Eck Associates Corp | 691,783 | $4.34 億 | 0.95% | −267,177−27.9% | 減碼 |
| Barclays PLC | 702,612 | $4.40 億 | 0.29% | −90,386−11.4% | 減碼 |
| Coatue Management LLC大師Coatue | 711,661 | $4.46 億 | 2.26% | −87,608−11.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 740,369 | $4.64 億 | 2.19% | −40,780−5.2% | 減碼 |
| Charles Schwab Investment Management Inc | 762,820 | $4.78 億 | 0.14% | +409+0.1% | 加碼 |
| UBS Asset Management Americas Inc | 804,965 | $5.05 億 | 0.23% | +15,026+1.9% | 加碼 |
| Bank of America Corp | 817,205 | $5.12 億 | 0.06% | −158,338−16.2% | 減碼 |
| Winslow Capital Management, LLC | 835,262 | $5.24 億 | 2.49% | −102,723−11.0% | 減碼 |
| Franklin Resources Inc | 957,798 | $6.00 億 | 0.31% | +30,683+3.3% | 加碼 |
| Legal & General Group Plc | 987,805 | $6.19 億 | 0.22% | −26,197−2.6% | 減碼 |
| Massachusetts Financial Services Co | 1,094,094 | $6.86 億 | 0.24% | −143,728−11.6% | 減碼 |
| Goldman Sachs Group Inc | 1,224,722 | $7.68 億 | 0.20% | +466,697+61.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,364,474 | $8.55 億 | 0.30% | +194,898+16.7% | 加碼 |
| Amundi | 1,390,597 | $8.92 億 | 0.44% | −80,453−5.5% | 減碼 |
| Northern Trust Corp | 1,523,215 | $9.55 億 | 0.18% | +134,558+9.7% | 加碼 |
| Invesco Ltd. | 1,612,881 | $10.1 億 | 0.27% | +3,414+0.2% | 加碼 |
| Norges Bank | 1,621,734 | $10.2 億 | 0.21% | +13,441+0.8% | 加碼 |
| Bank of New York Mellon Corp | 1,642,367 | $10.3 億 | 0.23% | +159,815+10.8% | 加碼 |
| Morgan Stanley | 1,857,918 | $11.6 億 | 0.12% | +56,824+3.2% | 加碼 |
| Sands Capital Management, LLC | 1,933,993 | $12.1 億 | 4.13% | −171,053−8.1% | 減碼 |
| GQG Partners LLC | 2,223,011 | $13.9 億 | 3.22% | −128,336−5.5% | 減碼 |
| Janus Henderson Group PLC | 2,491,094 | $15.6 億 | 1.02% | −46,302−1.8% | 減碼 |
| Fisher Asset Management, LLC | 2,886,795 | $18.1 億 | 1.03% | +74,520+2.6% | 加碼 |
| Geode Capital Management, LLC | 2,930,025 | $18.3 億 | 0.22% | +46,760+1.6% | 加碼 |
| Price T Rowe Associates Inc | 3,088,934 | $19.4 億 | 0.28% | −623,669−16.8% | 減碼 |
| FMR LLC | 3,395,921 | $21.3 億 | 0.18% | −877,078−20.5% | 減碼 |
| JPMorgan Chase & Co | 4,060,938 | $25.5 億 | 0.30% | +328,102+8.8% | 加碼 |
| Ameriprise Financial Inc | 4,676,522 | $29.3 億 | 0.96% | −567,332−10.8% | 減碼 |
| State Street Corp | 5,539,347 | $34.8 億 | 0.19% | −140,636−2.5% | 減碼 |
| BlackRock Inc. | 11,375,701 | $71.3 億 | 0.21% | +196,227+1.8% | 加碼 |
| Vanguard Group Inc | 11,632,166 | $72.9 億 | 0.18% | −98,717−0.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 476 | – | – | −20−4.0% | 減碼 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −170,000−100.0% | 清倉 |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −120,856−100.0% | 清倉 |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −59,210−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −53,150−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −35,000−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −33,519−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −27,496−100.0% | 清倉 |
| Governors Lane LP | 0 | $0 | 0.00% | −23,527−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −20,400−100.0% | 清倉 |
| Albar Capital Ltd | 0 | $0 | 0.00% | −13,395−100.0% | 清倉 |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −11,094−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −10,163−100.0% | 清倉 |
| Elevatus Welath Management | 0 | $0 | 0.00% | −9,122−100.0% | 清倉 |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −8,410−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,371−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,720−100.0% | 清倉 |
| Exane Asset Management | 0 | $0 | 0.00% | −6,655−100.0% | 清倉 |
| Sepio Capital, LP | 0 | $0 | 0.00% | −6,384−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −6,212−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −5,970−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,748−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,963−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −4,924−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −4,761−100.0% | 清倉 |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −4,140−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −2,254−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,006−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,872−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,660−100.0% | 清倉 |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −1,210−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −1,081−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −975−100.0% | 清倉 |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −1,021−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,020−100.0% | 清倉 |
| Cito Capital Group, LLC | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| WMS Partners, LLC | 0 | $0 | 0.00% | −926−100.0% | 清倉 |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −912−100.0% | 清倉 |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −911−100.0% | 清倉 |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −702−100.0% | 清倉 |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −679−100.0% | 清倉 |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −638−100.0% | 清倉 |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −543−100.0% | 清倉 |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −418−100.0% | 清倉 |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −415−100.0% | 清倉 |