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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 18,586 | $1,165 萬 | 0.05% | +989+5.6% | 加碼 |
| Empire Life Investments Inc. | 18,171 | $1,139 萬 | 0.83% | −11,965−39.7% | 減碼 |
| Gratus Capital LLC | 18,047 | $1,131 萬 | 0.77% | −31−0.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 17,728 | $1,125 萬 | 0.25% | +2,190+14.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 17,933 | $1,124 萬 | 0.73% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 17,863 | $1,120 萬 | 0.10% | −5,391−23.2% | 減碼 |
| Liontrust Investment Partners LLP | 17,800 | $1,116 萬 | 0.18% | +400+2.3% | 加碼 |
| Calamos Advisors LLC | 17,440 | $1,093 萬 | 0.06% | +68+0.4% | 加碼 |
| Lido Advisors, LLC | 17,420 | $1,092 萬 | 0.12% | −3,199−15.5% | 減碼 |
| Terry L. Blaker | 17,246 | $1,081 萬 | 0.96% | −1,337−7.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,080 | $1,071 萬 | 0.05% | +17,080 | 新進 |
| Nishkama Capital, LLC | 16,873 | $1,058 萬 | 3.53% | +16,873 | 新進 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $1,054 萬 | 2.27% | 00.0% | 不變 |
| Cozad Asset Management Inc | 16,701 | $1,047 萬 | 1.36% | −430−2.5% | 減碼 |
| Profund Advisors LLC | 16,559 | $1,038 萬 | 0.57% | +2,488+17.7% | 加碼 |
| Shelton Capital Management | 16,436 | $1,030 萬 | 0.38% | +3,502+27.1% | 加碼 |
| Investment Management Corp of Ontario | 16,236 | $1,018 萬 | 0.40% | +13,448+482.4% | 加碼 |
| Point72 Middle East FZE | 16,205 | $1,016 萬 | 0.61% | +16,205 | 新進 |
| Banque Pictet & Cie SA | 16,113 | $1,010 萬 | 0.12% | −401−2.4% | 減碼 |
| Marco Investment Management LLC | 16,045 | $1,006 萬 | 1.16% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 15,713 | $984.9 萬 | 0.54% | −5,818−27.0% | 減碼 |
| UniSuper Management Pty Ltd | 15,700 | $984.0 萬 | 0.12% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 15,276 | $957.5 萬 | 1.11% | −255−1.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 14,939 | $936.3 萬 | 0.02% | +8,654+137.7% | 加碼 |
| Trexquant Investment LP | 14,906 | $934.3 萬 | 0.23% | +14,906 | 新進 |
| LMCG Investments, LLC | 14,836 | $929.9 萬 | 0.63% | −820−5.2% | 減碼 |
| CBOE Vest Financial, LLC | 14,806 | $928.0 萬 | 0.51% | +6,280+73.7% | 加碼 |
| PGGM Investments | 14,677 | $919.9 萬 | 0.16% | +3,545+31.8% | 加碼 |
| YHB Investment Advisors, Inc. | 14,620 | $916.3 萬 | 0.85% | −156−1.1% | 減碼 |
| Fifth Third Bancorp | 14,568 | $913.1 萬 | 0.04% | −771−5.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,435 | $905.1 萬 | 0.12% | −42−0.3% | 減碼 |
| Employees Retirement System of Texas | 14,310 | $896.9 萬 | 0.13% | −1,582−10.0% | 減碼 |
| Public Sector Pension Investment Board | 14,278 | $894.9 萬 | 0.07% | −6,927−32.7% | 減碼 |
| Marlowe Partners LP | 14,272 | $894.5 萬 | 27.43% | +193+1.4% | 加碼 |
| MBB Public Markets I LLC | 14,215 | $891.0 萬 | 0.60% | −800−5.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 14,206 | $890.4 萬 | 0.16% | −347−2.4% | 減碼 |
| Baker Ellis Asset Management LLC | 14,042 | $880.1 萬 | 1.58% | −183−1.3% | 減碼 |
| Artemis Wealth Advisors, LLC | 14,000 | $877.5 萬 | 1.64% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 13,907 | $871.6 萬 | 0.05% | −5,526−28.4% | 減碼 |
| M&T Bank Corp | 13,464 | $844.0 萬 | 0.03% | −1,024−7.1% | 減碼 |
| Nemes Rush Group LLC | 13,438 | $842.2 萬 | 1.53% | +345+2.6% | 加碼 |
| Illinois Municipal Retirement Fund | 13,365 | $837.7 萬 | 0.16% | +4,808+56.2% | 加碼 |
| Platinum Investment Management Ltd | 13,110 | $821.7 萬 | 0.32% | −38−0.3% | 減碼 |
| Means Investment Co., Inc. | 12,988 | $814.0 萬 | 1.33% | −172−1.3% | 減碼 |
| Ieq Capital, LLC | 12,912 | $809.3 萬 | 0.16% | −1,435−10.0% | 減碼 |
| Modera Wealth Management, LLC | 12,804 | $802.5 萬 | 0.15% | −2,018−13.6% | 減碼 |
| Railway Pension Investments Ltd | 12,800 | $802.3 萬 | 0.09% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 12,798 | $802.1 萬 | 1.01% | −3,709−22.5% | 減碼 |
| Covington Investment Advisors Inc. | 12,778 | $800.9 萬 | 1.64% | −50.0% | 減碼 |
| JustInvest LLC | 12,734 | $798.1 萬 | 0.24% | +701+5.8% | 加碼 |
| Advisory Services Network, LLC | 12,559 | $787.2 萬 | 0.21% | −508−3.9% | 減碼 |
| Cetera Investment Advisers | 12,420 | $778.4 萬 | 0.07% | −297−2.3% | 減碼 |
| Chartwell Investment Partners, LLC | 12,388 | $776.4 萬 | 0.30% | +1,000+8.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 12,349 | $773.9 萬 | 0.22% | −1,303−9.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,345 | $773.7 萬 | 0.04% | −211−1.7% | 減碼 |
| iA Global Asset Management Inc. | 12,288 | $770.2 萬 | 0.20% | +2,361+23.8% | 加碼 |
| Carderock Capital Management Inc | 12,229 | $766.5 萬 | 2.57% | −256−2.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 12,206 | $765.0 萬 | 0.08% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 12,203 | $764.8 萬 | 0.05% | −932−7.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,168 | $762.7 萬 | 0.12% | +491+4.2% | 加碼 |
| Central Bank & Trust Co | 11,796 | $739.3 萬 | 1.29% | −462−3.8% | 減碼 |
| Pathstone Family Office, LLC | 11,446 | $733.0 萬 | 0.06% | +6,516+132.2% | 加碼 |
| Valley National Advisers Inc | 11,604 | $727.3 萬 | 1.27% | −718−5.8% | 減碼 |
| Ethic Inc. | 11,575 | $725.5 萬 | 0.25% | +700+6.4% | 加碼 |
| Kentucky Retirement Systems | 11,432 | $716.5 萬 | 0.25% | +631+5.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 11,244 | $704.7 萬 | 0.22% | +140+1.3% | 加碼 |
| Cetera Advisor Networks LLC | 11,182 | $700.8 萬 | 0.04% | +885+8.6% | 加碼 |
| Nilsine Partners, LLC | 11,139 | $698.2 萬 | 1.06% | +233+2.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 11,109 | $696.3 萬 | 0.10% | −1,753−13.6% | 減碼 |
| Winmill & Co. Inc | 10,900 | $683.2 萬 | 2.50% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 10,889 | $682.5 萬 | 0.34% | 00.0% | 不變 |
| Socorro Asset Management LP | 10,853 | $680.2 萬 | 3.18% | −2,392−18.1% | 減碼 |
| Fusion Capital, LLC | 10,790 | $676.3 萬 | 3.81% | +159+1.5% | 加碼 |
| King Luther Capital Management Corp | 10,746 | $673.6 萬 | 0.03% | +47+0.4% | 加碼 |
| First Citizens Bank & Trust Co | 10,729 | $672.5 萬 | 0.13% | −334−3.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 10,696 | $670.4 萬 | 0.87% | +650+6.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 10,644 | $667.1 萬 | 0.03% | +6,455+154.1% | 加碼 |
| Financial Counselors Inc | 10,629 | $666.2 萬 | 0.13% | +633+6.3% | 加碼 |
| Kingsview Wealth Management, LLC | 10,617 | $665.4 萬 | 0.24% | +5,348+101.5% | 加碼 |
| 1832 Asset Management L.P. | 10,600 | $664.4 萬 | 0.01% | −84,017−88.8% | 減碼 |
| Gateway Investment Advisers LLC | 10,574 | $662.8 萬 | 0.08% | −117−1.1% | 減碼 |
| Impax Asset Management Group plc | 10,483 | $657.0 萬 | 0.03% | −228−2.1% | 減碼 |
| Heron Bay Capital Management | 10,437 | $654.2 萬 | 1.76% | −259−2.4% | 減碼 |
| Level Four Advisory Services, LLC | 10,392 | $651.4 萬 | 0.42% | +226+2.2% | 加碼 |
| D.A. Davidson & Co. | 10,384 | $650.8 萬 | 0.07% | −313−2.9% | 減碼 |
| Maryland State Retirement & Pension System | 10,333 | $647.6 萬 | 0.15% | +85+0.8% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 10,200 | $639.3 萬 | 0.55% | +10,200 | 新進 |
| Violich Capital Management, Inc. | 10,000 | $626.8 萬 | 1.07% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 9,965 | $624.6 萬 | 0.14% | +444+4.7% | 加碼 |
| Banco Santander, S.A. | 9,919 | $621.7 萬 | 0.09% | +6,669+205.2% | 加碼 |
| Baldwin Investment Management, LLC | 9,838 | $616.6 萬 | 1.03% | −296−2.9% | 減碼 |
| MML Investors Services, LLC | 9,820 | $615.5 萬 | 0.03% | −5−0.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,814 | $615.1 萬 | 0.39% | −196−2.0% | 減碼 |
| Laffer Tengler Investments | 9,804 | $614.5 萬 | 1.81% | −1,482−13.1% | 減碼 |
| Aviance Capital Partners, LLC | 9,804 | $614.5 萬 | 1.38% | −288−2.9% | 減碼 |
| Two Sigma Advisers, LP | 9,800 | $614.2 萬 | 0.02% | +9,800 | 新進 |
| Summit Street Capital Management, LLC | 9,787 | $613.4 萬 | 2.74% | 00.0% | 不變 |
| Cullinan Associates Inc | 9,700 | $608.0 萬 | 0.35% | 00.0% | 不變 |
| Guinness Atkinson Asset Management Inc | 9,657 | $605.3 萬 | 3.37% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 9,620 | $603.0 萬 | 0.06% | +393+4.3% | 加碼 |