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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9,581 | $600.5 萬 | 0.19% | +5,722+148.3% | 加碼 |
| KWMG, LLC | 9,578 | $600.3 萬 | 0.76% | −189−1.9% | 減碼 |
| Twin Tree Management, LP | 9,539 | $597.9 萬 | 0.20% | −11,982−55.7% | 減碼 |
| Securian Asset Management, Inc | 9,538 | $597.8 萬 | 0.18% | −1,723−15.3% | 減碼 |
| Cornerstone Advisors, LLC | 9,500 | $595.4 萬 | 0.28% | −200−2.1% | 減碼 |
| Shell Asset Management Co | 9,493 | $595.0 萬 | 0.25% | +1,387+17.1% | 加碼 |
| HB Wealth Management, LLC | 9,478 | $594.0 萬 | 0.10% | +611+6.9% | 加碼 |
| Insight Wealth Strategies, LLC | 9,452 | $592.4 萬 | 1.14% | +354+3.9% | 加碼 |
| Taika Capital, LP | 9,432 | $591.2 萬 | 2.91% | +2,707+40.3% | 加碼 |
| Horizon Investment Services, LLC | 9,425 | $590.7 萬 | 3.55% | +10.0% | 加碼 |
| Amica Mutual Insurance Co | 9,420 | $590.4 萬 | 0.69% | 00.0% | 不變 |
| Carret Asset Management, LLC | 9,419 | $590.4 萬 | 0.82% | +47+0.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 9,374 | $587.5 萬 | 0.13% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 9,365 | $587.0 萬 | 1.12% | −1,590−14.5% | 減碼 |
| Fiduciary Trust Co | 9,352 | $586.2 萬 | 0.11% | −31−0.3% | 減碼 |
| Jackson Wealth Management, LLC | 9,298 | $582.8 萬 | 0.83% | +339+3.8% | 加碼 |
| McBroom & Associates, LLC | 9,263 | $580.6 萬 | 4.62% | +163+1.8% | 加碼 |
| Sitrin Capital Management LLC | 9,198 | $576.5 萬 | 3.60% | −1,070−10.4% | 減碼 |
| Wealthfront Advisers LLC | 9,194 | $576.3 萬 | 0.02% | +1,178+14.7% | 加碼 |
| Bayesian Capital Management, LP | 9,191 | $576.1 萬 | 0.66% | −3,800−29.3% | 減碼 |
| Hartford Investment Management Co | 9,145 | $573.2 萬 | 0.23% | −341−3.6% | 減碼 |
| Hillman Capital Management, Inc. | 9,085 | $569.4 萬 | 2.19% | −4,408−32.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,076 | $568.9 萬 | 0.12% | +411+4.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,024 | $565.6 萬 | 0.12% | +16+0.2% | 加碼 |
| Silvant Capital Management LLC | 8,951 | $562.8 萬 | 0.34% | −994−10.0% | 減碼 |
| Hohimer Wealth Management, LLC | 8,975 | $562.5 萬 | 1.61% | −204−2.2% | 減碼 |
| Quantbot Technologies LP | 8,909 | $558.4 萬 | 0.38% | +8,909 | 新進 |
| Seizert Capital Partners, LLC | 8,896 | $557.6 萬 | 0.30% | −3,429−27.8% | 減碼 |
| Taylor Hoffman Wealth Management | 8,836 | $553.8 萬 | 2.85% | −45−0.5% | 減碼 |
| Financial Partners Group, LLC | 8,790 | $550.9 萬 | 2.64% | 00.0% | 不變 |
| Atria Investments LLC | 8,776 | $550.1 萬 | 0.10% | −281−3.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 8,775 | $550.0 萬 | 0.01% | +5,472+165.7% | 加碼 |
| Coldstream Capital Management Inc | 8,746 | $548.2 萬 | 0.18% | −32−0.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,590 | $539.8 萬 | 0.08% | +51+0.6% | 加碼 |
| Prudential PLC | 8,606 | $539.4 萬 | 0.06% | −1,600−15.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 8,525 | $534.3 萬 | 0.81% | −1,700−16.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,514 | $533.6 萬 | 0.08% | +1,116+15.1% | 加碼 |
| Bailard, Inc. | 8,437 | $528.8 萬 | 0.18% | +255+3.1% | 加碼 |
| Raymond James Trust N.A. | 8,429 | $528.3 萬 | 0.16% | +3,899+86.1% | 加碼 |
| Ziegler Capital Management, LLC | 8,424 | $528.0 萬 | 0.21% | −207−2.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 8,395 | $526.2 萬 | 0.06% | 00.0% | 不變 |
| Lathrop Investment Management Corp | 8,335 | $522.4 萬 | 1.13% | 00.0% | 不變 |
| Savoie Capital LLC | 8,280 | $519.0 萬 | 1.36% | +8,280 | 新進 |
| Naples Global Advisors, LLC | 8,215 | $516.5 萬 | 0.63% | −169−2.0% | 減碼 |
| Westpac Banking Corp | 8,222 | $515.3 萬 | 0.39% | −1,552−15.9% | 減碼 |
| River Wealth Advisors LLC | 8,124 | $509.2 萬 | 0.91% | +1,160+16.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 8,015 | $502.4 萬 | 0.30% | −1,577−16.4% | 減碼 |
| Maytus Capital Management, LLC | 8,000 | $501.4 萬 | 2.79% | +2,500+45.5% | 加碼 |
| Rench Wealth Management, Inc. | 7,854 | $492.3 萬 | 2.26% | +36+0.5% | 加碼 |
| Farmers Trust Co | 7,731 | $484.6 萬 | 1.12% | −386−4.8% | 減碼 |
| Commerce Bank | 7,727 | $484.3 萬 | 0.04% | −106−1.4% | 減碼 |
| Cresset Asset Management, LLC | 7,695 | $483.7 萬 | 0.03% | +349+4.8% | 加碼 |
| ExodusPoint Capital Management, LP | 7,677 | $481.2 萬 | 0.06% | −7,360−48.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,602 | $476.5 萬 | 0.06% | +6,264+468.2% | 加碼 |
| Sustainable Insight Capital Management, LLC | 7,544 | $472.8 萬 | 4.64% | +32+0.4% | 加碼 |
| Institute for Wealth Management, LLC. | 7,532 | $472.1 萬 | 0.86% | 00.0% | 不變 |
| Marshall & Sullivan Inc | 7,434 | $465.9 萬 | 2.72% | −90−1.2% | 減碼 |
| Bokf, NA | 7,909 | $465.2 萬 | 0.10% | −54−0.7% | 減碼 |
| Verition Fund Management LLC | 7,364 | $461.6 萬 | 0.06% | +2,439+49.5% | 加碼 |
| Brinker Capital Investments, LLC | 7,310 | $458.1 萬 | 0.06% | −957−11.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 7,310 | $458.1 萬 | 0.06% | −957−11.6% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,227 | $453.0 萬 | 0.68% | +99+1.4% | 加碼 |
| NewSquare Capital LLC | 7,147 | $448.0 萬 | 0.47% | +509+7.7% | 加碼 |
| Kerrisdale Advisers, LLC | 7,146 | $447.9 萬 | 1.42% | −2,408−25.2% | 減碼 |
| Matthews International Capital Management LLC | 7,089 | $444.3 萬 | 0.54% | −809−10.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,013 | $439.6 萬 | 0.32% | +276+4.1% | 加碼 |
| Abn Amro Investment Solutions | 6,995 | $438.4 萬 | 0.09% | −1,159−14.2% | 減碼 |
| New Mexico Educational Retirement Board | 6,993 | $438.3 萬 | 0.19% | +400+6.1% | 加碼 |
| Empowered Funds, LLC | 6,945 | $435.3 萬 | 0.13% | +1,187+20.6% | 加碼 |
| Advisor Partners II, LLC | 6,901 | $432.5 萬 | 0.17% | +206+3.1% | 加碼 |
| Quantinno Capital Management LP | 6,887 | $431.7 萬 | 0.20% | +237+3.6% | 加碼 |
| PDT Partners, LLC | 6,812 | $427.0 萬 | 0.54% | +1,900+38.7% | 加碼 |
| Toroso Investments, LLC | 6,795 | $425.9 萬 | 0.13% | +30+0.4% | 加碼 |
| GWM Advisors LLC | 6,756 | $423.4 萬 | 0.05% | −527−7.2% | 減碼 |
| TD Private Client Wealth LLC | 6,748 | $422.9 萬 | 0.18% | −365−5.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 6,748 | $422.9 萬 | 0.23% | +6,386+1,764.1% | 加碼 |
| Banque Cantonale Vaudoise | 6,729 | $421.7 萬 | 0.21% | +201+3.1% | 加碼 |
| Conning Inc. | 6,664 | $417.7 萬 | 0.15% | −762−10.3% | 減碼 |
| CCM Investment Advisers LLC | 6,653 | $417.0 萬 | 0.58% | −285−4.1% | 減碼 |
| Metis Global Partners, LLC | 6,633 | $415.7 萬 | 0.20% | +1,487+28.9% | 加碼 |
| Kempen Capital Management N.V. | 6,612 | $414.4 萬 | 0.08% | +81+1.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 6,587 | $412.9 萬 | 0.14% | 00.0% | 不變 |
| Wolverine Trading, LLC | 6,575 | $412.1 萬 | 0.04% | +716+12.2% | 加碼 |
| Fred Alger Management, LLC | 6,574 | $412.0 萬 | 0.02% | −97−1.5% | 減碼 |
| Norinchukin Bank, The | 6,553 | $410.7 萬 | 0.10% | −5,966−47.7% | 減碼 |
| Panagora Asset Management Inc | 6,548 | $410.4 萬 | 0.03% | +1,135+21.0% | 加碼 |
| Meeder Asset Management Inc | 6,456 | $404.6 萬 | 0.32% | +41+0.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 6,397 | $400.9 萬 | 0.11% | +2,737+74.8% | 加碼 |
| NEOS Investment Management LLC | 6,327 | $396.6 萬 | 0.51% | +6,327 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,305 | $395.2 萬 | 0.16% | +2,542+67.6% | 加碼 |
| Cary Street Partners Asset Management LLC | 6,285 | $393.9 萬 | 0.74% | −209−3.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 6,250 | $391.7 萬 | 0.15% | 00.0% | 不變 |
| Private Advisor Group, LLC | 6,219 | $389.8 萬 | 0.03% | +81+1.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,164 | $387.2 萬 | 0.42% | −300−4.6% | 減碼 |
| American Trust Investment Advisors, LLC | 6,092 | $381.8 萬 | 2.11% | +68+1.1% | 加碼 |
| Whittier Trust Co | 6,063 | $380.0 萬 | 0.07% | +52+0.9% | 加碼 |
| New Potomac Partners, LLC | 6,016 | $377.1 萬 | 2.60% | −523−8.0% | 減碼 |
| Harbour Capital Advisors, LLC | 5,995 | $375.7 萬 | 1.13% | +50+0.8% | 加碼 |
| Bristlecone Advisors, LLC | 5,891 | $369.2 萬 | 0.41% | +217+3.8% | 加碼 |
| AE Wealth Management LLC | 5,833 | $365.6 萬 | 0.02% | +596+11.4% | 加碼 |