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、7 筆賣出；2026 年第 2 季末有 3,143 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 | 3,143 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 46,178 | $2,894 萬 | 0.43% | +4,401+10.5% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $2,854 萬 | 0.03% | 00.0% | 不變 |
| SG Americas Securities, LLC | 45,306 | $2,840 萬 | 0.38% | +11,739+35.0% | 加碼 |
| QRG Capital Management, Inc. | 44,525 | $2,791 萬 | 0.48% | +44,525 | 新進 |
| Renaissance Group LLC | 44,373 | $2,781 萬 | 1.27% | −8,211−15.6% | 減碼 |
| State of Tennessee, Treasury Department | 44,119 | $2,765 萬 | 0.11% | +1,707+4.0% | 加碼 |
| Guinness Asset Management LTD | 44,039 | $2,760 萬 | 0.64% | +2,468+5.9% | 加碼 |
| Baird Financial Group, Inc. | 43,587 | $2,732 萬 | 0.07% | −1,907−4.2% | 減碼 |
| Forsta Ap-Fonden | 42,400 | $2,658 萬 | 0.30% | +8,700+25.8% | 加碼 |
| Eisler Capital (UK) Ltd. | 41,804 | $2,620 萬 | 1.15% | +18,412+78.7% | 加碼 |
| Harbor Island Capital LLC | 40,386 | $2,531 萬 | 14.63% | −1,045−2.5% | 減碼 |
| Braun Stacey Associates Inc | 39,776 | $2,493 萬 | 1.21% | +1,022+2.6% | 加碼 |
| State of Michigan Retirement System | 38,980 | $2,443 萬 | 0.16% | −1,100−2.7% | 減碼 |
| Comerica Bank | 38,588 | $2,419 萬 | 0.13% | +28,519+283.2% | 加碼 |
| MetLife Investment Management | 38,283 | $2,399 萬 | 0.19% | −1,108−2.8% | 減碼 |
| Arizona State Retirement System | 38,025 | $2,383 萬 | 0.20% | −546−1.4% | 減碼 |
| Capco Asset Management, LLC | 37,577 | $2,355 萬 | 6.11% | +51+0.1% | 加碼 |
| CIBC Asset Management Inc | 37,182 | $2,330 萬 | 0.10% | +2,833+8.2% | 加碼 |
| Neville Rodie & Shaw Inc | 37,087 | $2,325 萬 | 2.07% | −128−0.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 36,978 | $2,318 萬 | 0.08% | +35,102+1,871.1% | 加碼 |
| Amalgamated Bank | 36,853 | $2,310 萬 | 0.20% | +155+0.4% | 加碼 |
| First Republic Investment Management, Inc. | 36,696 | $2,300 萬 | 0.07% | +36,696 | 新進 |
| AMF Pensionsforsakring AB | 36,367 | $2,281 萬 | 0.22% | +4,340+13.6% | 加碼 |
| Vontobel Holding Ltd. | 36,389 | $2,281 萬 | 0.21% | −918−2.5% | 減碼 |
| Arvest Trust Co N A | 36,310 | $2,276 萬 | 1.48% | −1,386−3.7% | 減碼 |
| DnB Asset Management AS | 36,190 | $2,268 萬 | 0.14% | +9,916+37.7% | 加碼 |
| Swiss Life Asset Management Ltd | 36,189 | $2,268 萬 | 0.35% | −4,176−10.3% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 35,787 | $2,243 萬 | 1.64% | −451−1.2% | 減碼 |
| Thrivent Financial for Lutherans | 34,929 | $2,189 萬 | 0.05% | −7,169−17.0% | 減碼 |
| Commonwealth Equity Services, LLC | 34,876 | $2,186 萬 | 0.05% | −10,723−23.5% | 減碼 |
| McGuire Investment Group, LLC | 34,601 | $2,169 萬 | 4.18% | −2,210−6.0% | 減碼 |
| M&G Investment Management Ltd | 34,497 | $2,163 萬 | 0.16% | −47,015−57.7% | 減碼 |
| Alberta Investment Management Corp | 34,310 | $2,150 萬 | 0.23% | −4,774−12.2% | 減碼 |
| USS Investment Management Ltd | 34,019 | $2,131 萬 | 0.23% | −115−0.3% | 減碼 |
| TCW Group Inc | 33,768 | $2,116 萬 | 0.27% | +2,175+6.9% | 加碼 |
| Lazard Asset Management LLC | 33,357 | $2,091 萬 | 0.03% | +31,968+2,301.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 33,307 | $2,088 萬 | 0.19% | +31,789+2,094.1% | 加碼 |
| Xponance, Inc. | 31,553 | $1,978 萬 | 0.27% | −1,381−4.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 31,548 | $1,977 萬 | 0.04% | −1,444−4.4% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 30,984 | $1,942 萬 | 0.66% | +680+2.2% | 加碼 |
| Optiver Holding B.V. | 30,834 | $1,933 萬 | 0.55% | +30,834 | 新進 |
| Vident Advisory, LLC | 30,771 | $1,929 萬 | 0.60% | +30,771 | 新進 |
| Clough Capital Partners L P | 30,340 | $1,902 萬 | 2.04% | +4,240+16.2% | 加碼 |
| Retirement Systems of Alabama | 30,140 | $1,889 萬 | 0.09% | −391−1.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 29,575 | $1,854 萬 | 0.28% | +193+0.7% | 加碼 |
| Tudor Investment Corp Et Al | 29,542 | $1,852 萬 | 0.27% | +16,935+134.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 29,439 | $1,845 萬 | 0.19% | −528−1.8% | 減碼 |
| Gotham Asset Management, LLC | 28,968 | $1,816 萬 | 0.38% | +1,213+4.4% | 加碼 |
| Engine No. 1 LLC | 28,390 | $1,779 萬 | 9.37% | +28,390 | 新進 |
| Cerity Partners LLC | 27,915 | $1,754 萬 | 0.09% | −5,675−16.9% | 減碼 |
| IFM Investors Pty Ltd | 27,881 | $1,747 萬 | 0.23% | +642+2.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 27,812 | $1,743 萬 | 0.41% | −470−1.7% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $1,738 萬 | 0.42% | 00.0% | 不變 |
| Texas Permanent School Fund | 27,544 | $1,726 萬 | 0.17% | −628−2.2% | 減碼 |
| Worldquant Millennium Advisors LLC | 27,449 | $1,720 萬 | 0.27% | +27,449 | 新進 |
| Leuthold Group, LLC | 27,221 | $1,706 萬 | 2.39% | −501−1.8% | 減碼 |
| Nissay Asset Management Corp | 27,130 | $1,700 萬 | 0.15% | +5,170+23.5% | 加碼 |
| NewEdge Wealth, LLC | 27,012 | $1,693 萬 | 0.54% | +6,242+30.1% | 加碼 |
| CIBC World Markets Inc. | 26,889 | $1,685 萬 | 0.06% | −199−0.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,802 | $1,680 萬 | 0.14% | +3,373+14.4% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 26,347 | $1,655 萬 | 1.93% | −2,580−8.9% | 減碼 |
| Daiwa Securities Group Inc. | 25,715 | $1,643 萬 | 0.12% | +2,642+11.5% | 加碼 |
| Pacer Advisors, Inc. | 26,183 | $1,641 萬 | 0.06% | −1,927−6.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,126 | $1,638 萬 | 0.22% | −900−3.3% | 減碼 |
| Rockefeller Capital Management L.P. | 25,884 | $1,622 萬 | 0.06% | +993+4.0% | 加碼 |
| Bank of Nova Scotia | 25,735 | $1,613 萬 | 0.04% | +15,499+151.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 25,334 | $1,588 萬 | 0.36% | −1,236−4.7% | 減碼 |
| Huntington National Bank | 24,950 | $1,564 萬 | 0.16% | +1,108+4.6% | 加碼 |
| Glenmede Trust Co NA | 24,860 | $1,558 萬 | 0.09% | −186−0.7% | 減碼 |
| Transform Wealth, LLC | 24,180 | $1,520 萬 | 1.60% | +1,643+7.3% | 加碼 |
| CTC LLC | 23,986 | $1,503 萬 | 0.67% | +23,986 | 新進 |
| Allspring Global Investments Holdings, LLC | 23,760 | $1,489 萬 | 0.03% | +6,019+33.9% | 加碼 |
| Czech National Bank | 23,297 | $1,460 萬 | 0.23% | +7,393+46.5% | 加碼 |
| Utah Retirement Systems | 23,178 | $1,453 萬 | 0.21% | +156+0.7% | 加碼 |
| Stephens Inc | 23,028 | $1,443 萬 | 0.28% | +1,168+5.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 23,012 | $1,442 萬 | 0.25% | −1,258−5.2% | 減碼 |
| National Asset Management, Inc. | 22,686 | $1,427 萬 | 0.39% | +688+3.1% | 加碼 |
| Hosking Partners LLP | 22,707 | $1,423 萬 | 0.63% | +3,804+20.1% | 加碼 |
| CIBC World Markets Corp | 22,602 | $1,417 萬 | 0.14% | −4,388−16.3% | 減碼 |
| Sora Investors LLC | 22,000 | $1,379 萬 | 3.09% | +22,000 | 新進 |
| State of Alaska, Department of Revenue | 21,817 | $1,367 萬 | 0.17% | −710−3.2% | 減碼 |
| South Dakota Investment Council | 21,406 | $1,342 萬 | 0.31% | −5,168−19.4% | 減碼 |
| Mutual of America Capital Management LLC | 21,312 | $1,336 萬 | 0.16% | −766−3.5% | 減碼 |
| HRT Financial LP | 21,298 | $1,335 萬 | 0.13% | +21,298 | 新進 |
| Yousif Capital Management, LLC | 21,215 | $1,330 萬 | 0.17% | −743−3.4% | 減碼 |
| Group One Trading, L.P. | 20,999 | $1,316 萬 | 0.52% | −5,817−21.7% | 減碼 |
| Linscomb & Williams, Inc. | 20,917 | $1,311 萬 | 0.77% | −1,409−6.3% | 減碼 |
| New York Life Investment Management LLC | 20,795 | $1,303 萬 | 0.14% | −306−1.5% | 減碼 |
| Natixis | 20,744 | $1,300 萬 | 0.10% | −20,248−49.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,619 | $1,292 萬 | 0.07% | −1,168−5.4% | 減碼 |
| Connectus Wealth, LLC | 20,489 | $1,284 萬 | 0.29% | −336−1.6% | 減碼 |
| Achmea Investment Management B.V. | 20,438 | $1,281 萬 | 0.28% | +846+4.3% | 加碼 |
| FourThought Financial Partners, LLC | 20,159 | $1,263 萬 | 1.77% | −247−1.2% | 減碼 |
| Burney Co | 20,130 | $1,262 萬 | 0.59% | −3,758−15.7% | 減碼 |
| Wellington Management Group LLP | 20,039 | $1,256 萬 | 0.00% | +15,848+378.1% | 加碼 |
| Baker Avenue Asset Management, LP | 19,832 | $1,243 萬 | 0.62% | −335−1.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 19,806 | $1,241 萬 | 0.17% | −4,585−18.8% | 減碼 |
| Ardevora Asset Management LLP | 19,396 | $1,216 萬 | 0.60% | −39,104−66.8% | 減碼 |
| Walleye Capital LLC | 19,190 | $1,203 萬 | 0.18% | −42,679−69.0% | 減碼 |
| Louisiana State Employees Retirement System | 18,800 | $1,178 萬 | 0.27% | +2,100+12.6% | 加碼 |