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 3,142 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 4 季 13F 持有人
Lam Research Corp 在 2023/12/31 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
- 1,632
- 較 2023 年第 3 季 +199 家
- 持有股數
- 1.12 億
- 較 2023 年第 3 季 +84.1 萬 (+0.8%)
- 總市值
- $869.7 億
- 較 2023 年第 3 季 +$173.7 億 (+25.0%)
- 新進機構
- 282
- 另有 511 家加碼
- 清倉機構
- 83
- 另有 587 家減碼
另有 18 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 2,652 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 11,778,089 | $92.3 億 | 0.24% | +402,388+3.5% | 加碼 |
| Vanguard Group Inc | 11,711,747 | $91.7 億 | 0.20% | +79,581+0.7% | 加碼 |
| State Street Corp | 5,815,824 | $45.7 億 | 0.22% | +276,477+5.0% | 加碼 |
| Ameriprise Financial Inc | 4,277,692 | $33.5 億 | 1.00% | −398,830−8.5% | 減碼 |
| JPMorgan Chase & Co | 4,157,328 | $32.6 億 | 0.33% | +96,390+2.4% | 加碼 |
| FMR LLC | 3,282,975 | $25.7 億 | 0.20% | −112,946−3.3% | 減碼 |
| Fisher Asset Management, LLC | 2,973,516 | $23.3 億 | 1.23% | +86,721+3.0% | 加碼 |
| Geode Capital Management, LLC | 2,942,491 | $23.0 億 | 0.24% | +12,466+0.4% | 加碼 |
| Price T Rowe Associates Inc | 2,816,248 | $22.1 億 | 0.30% | −272,686−8.8% | 減碼 |
| Janus Henderson Group PLC | 2,232,961 | $17.5 億 | 1.04% | −258,133−10.4% | 減碼 |
| GQG Partners LLC | 2,204,154 | $17.3 億 | 3.65% | −18,857−0.8% | 減碼 |
| Invesco Ltd. | 1,845,842 | $14.5 億 | 0.34% | +232,961+14.4% | 加碼 |
| Morgan Stanley | 1,831,864 | $14.3 億 | 0.13% | −26,054−1.4% | 減碼 |
| Norges Bank | 1,805,417 | $14.1 億 | 0.25% | +183,683+11.3% | 加碼 |
| Sands Capital Management, LLC | 1,680,182 | $13.2 億 | 4.00% | −253,811−13.1% | 減碼 |
| Bank of New York Mellon Corp | 1,511,991 | $11.8 億 | 0.24% | −130,376−7.9% | 減碼 |
| Goldman Sachs Group Inc | 1,464,274 | $11.5 億 | 0.25% | +239,552+19.6% | 加碼 |
| Northern Trust Corp | 1,457,692 | $11.4 億 | 0.21% | −65,523−4.3% | 減碼 |
| Nuveen Asset Management, LLC | 1,424,233 | $11.2 億 | 0.36% | +59,759+4.4% | 加碼 |
| Amundi | 1,166,713 | $8.83 億 | 0.40% | −223,884−16.1% | 減碼 |
| Massachusetts Financial Services Co | 1,029,309 | $8.06 億 | 0.26% | −64,785−5.9% | 減碼 |
| Legal & General Group Plc | 1,019,625 | $7.99 億 | 0.25% | +31,820+3.2% | 加碼 |
| Franklin Resources Inc | 956,548 | $7.49 億 | 0.35% | −1,250−0.1% | 減碼 |
| UBS Asset Management Americas Inc | 878,989 | $6.88 億 | 0.27% | +74,024+9.2% | 加碼 |
| Bank of America Corp | 812,161 | $6.36 億 | 0.07% | −5,044−0.6% | 減碼 |
| Barclays PLC | 790,483 | $6.19 億 | 0.32% | +87,871+12.5% | 加碼 |
| Charles Schwab Investment Management Inc | 777,722 | $6.09 億 | 0.15% | +14,902+2.0% | 加碼 |
| Van Eck Associates Corp | 776,885 | $6.09 億 | 1.11% | +85,102+12.3% | 加碼 |
| UBS Group AG | 688,281 | $5.39 億 | 0.22% | +115,961+20.3% | 加碼 |
| Coatue Management LLC大師Coatue | 681,114 | $5.33 億 | 2.24% | −30,547−4.3% | 減碼 |
| Dimensional Fund Advisors LP | 665,463 | $5.21 億 | 0.15% | −21,376−3.1% | 減碼 |
| Wells Fargo & Company | 654,256 | $5.12 億 | 0.15% | −23,780−3.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 631,258 | $4.94 億 | 2.18% | −109,111−14.7% | 減碼 |
| Winslow Capital Management, LLC | 607,563 | $4.76 億 | 1.97% | −227,699−27.3% | 減碼 |
| WCM Investment Management, LLC | 600,594 | $4.74 億 | 1.31% | +3,717+0.6% | 加碼 |
| Deutsche Bank AG | 572,726 | $4.49 億 | 0.23% | +156,425+37.6% | 加碼 |
| Artisan Partners Limited Partnership | 564,992 | $4.43 億 | 0.69% | +3,643+0.6% | 加碼 |
| First Trust Advisors LP | 524,720 | $4.11 億 | 0.45% | −68,101−11.5% | 減碼 |
| Nordea Investment Management AB | 453,787 | $3.55 億 | 0.45% | +48,482+12.0% | 加碼 |
| Pictet Asset Management Holding SA | 450,149 | $3.53 億 | 0.39% | +58,220+14.9% | 加碼 |
| Allianz Asset Management GmbH | 425,202 | $3.33 億 | 0.62% | +67,414+18.8% | 加碼 |
| Swiss National Bank | 413,500 | $3.24 億 | 0.24% | −18,700−4.3% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 402,983 | $3.16 億 | 2.25% | +32,945+8.9% | 加碼 |
| Royal Bank of Canada | 362,469 | $2.84 億 | 0.07% | +9,951+2.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 359,872 | $2.82 億 | 0.51% | +138,406+62.5% | 加碼 |
| Rafferty Asset Management, LLC | 343,192 | $2.69 億 | 1.13% | +13,903+4.2% | 加碼 |
| Macquarie Group Ltd | 342,730 | $2.68 億 | 0.31% | +194,531+131.3% | 加碼 |
| Alliancebernstein L.P. | 342,329 | $2.68 億 | 0.10% | −27,215−7.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 339,484 | $2.66 億 | 0.20% | −6,141−1.8% | 減碼 |
| Boston Partners | 324,525 | $2.55 億 | 0.34% | −23,216−6.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 317,600 | $2.49 億 | 0.20% | +1,359+0.4% | 加碼 |
| HSBC Holdings PLC | 313,677 | $2.46 億 | 0.23% | +1,036+0.3% | 加碼 |
| Canada Pension Plan Investment Board | 309,915 | $2.43 億 | 0.31% | +8,844+2.9% | 加碼 |
| TD Asset Management Inc | 307,089 | $2.41 億 | 0.24% | +91,653+42.5% | 加碼 |
| Mackenzie Financial Corp | 302,521 | $2.37 億 | 0.36% | +680.0% | 加碼 |
| Bank of Montreal | 295,443 | $2.34 億 | 0.13% | +111,636+60.7% | 加碼 |
| Envestnet Asset Management Inc | 293,189 | $2.30 億 | 0.09% | −10,676−3.5% | 減碼 |
| Alkeon Capital Management LLC | 293,046 | $2.30 億 | 1.51% | −324−0.1% | 減碼 |
| Citadel Advisors LLC | 278,453 | $2.18 億 | 0.22% | +196,394+239.3% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $2.11 億 | 27.95% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 268,760 | $2.11 億 | 0.59% | +89,557+50.0% | 加碼 |
| Aspex Management (HK) Ltd | 267,986 | $2.10 億 | 6.16% | −14,885−5.3% | 減碼 |
| Rhumbline Advisers | 266,866 | $2.09 億 | 0.22% | −7,110−2.6% | 減碼 |
| Citigroup Inc | 263,839 | $2.07 億 | 0.27% | −21,688−7.6% | 減碼 |
| National Pension Service | 258,699 | $2.03 億 | 0.28% | +6,151+2.4% | 加碼 |
| Lord, Abbett & Co. LLC | 257,652 | $2.02 億 | 0.71% | −103,488−28.7% | 減碼 |
| California Public Employees Retirement System | 254,075 | $1.99 億 | 0.15% | −11,937−4.5% | 減碼 |
| CI Private Wealth, LLC | 252,504 | $1.98 億 | 0.36% | +5,124+2.1% | 加碼 |
| Prudential Financial Inc | 253,067 | $1.97 億 | 0.30% | −71,281−22.0% | 減碼 |
| Cincinnati Insurance Co | 249,211 | $1.95 億 | 3.51% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 244,396 | $1.91 億 | 0.56% | +16,306+7.1% | 加碼 |
| Agf Management Ltd | 241,474 | $1.89 億 | 1.11% | −4,308−1.8% | 減碼 |
| Credit Suisse AG | 237,993 | $1.86 億 | 0.18% | +16,000+7.2% | 加碼 |
| Scge Management, L.P. | 235,000 | $1.84 億 | 4.11% | 00.0% | 不變 |
| Principal Financial Group Inc | 229,477 | $1.80 億 | 0.11% | −631−0.3% | 減碼 |
| Neuberger Berman Group LLC | 222,655 | $1.74 億 | 0.15% | −107,628−32.6% | 減碼 |
| California State Teachers Retirement System | 214,795 | $1.68 億 | 0.23% | +1,367+0.6% | 加碼 |
| Clearbridge Investments, LLC | 210,934 | $1.65 億 | 0.14% | +4,052+2.0% | 加碼 |
| New York State Common Retirement Fund | 206,470 | $1.62 億 | 0.22% | −18,544−8.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 200,681 | $1.57 億 | 0.32% | −10,331−4.9% | 減碼 |
| Swedbank AB | 198,722 | $1.56 億 | 0.25% | −1,289−0.6% | 減碼 |
| Victory Capital Management Inc | 198,548 | $1.56 億 | 0.16% | +6,356+3.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 193,156 | $1.51 億 | 0.31% | +19,373+11.1% | 加碼 |
| Voya Investment Management LLC | 190,838 | $1.49 億 | 0.15% | −8,169−4.1% | 減碼 |
| National Bank of Canada | 195,670 | $1.47 億 | 0.27% | +80,793+70.3% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 175,309 | $1.37 億 | 0.61% | +38,735+28.4% | 加碼 |
| AQR Capital Management LLC | 171,183 | $1.34 億 | 0.25% | +14,626+9.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 181,650 | $1.34 億 | 0.24% | +4,103+2.3% | 加碼 |
| Renaissance Technologies LLC | 168,956 | $1.32 億 | 0.20% | +46,200+37.6% | 加碼 |
| SEI Investments Co | 159,822 | $1.25 億 | 0.20% | −33,747−17.4% | 減碼 |
| KBC Group NV | 159,150 | $1.25 億 | 0.44% | +51,599+48.0% | 加碼 |
| Bessemer Group Inc | 159,030 | $1.25 億 | 0.24% | −12,525−7.3% | 減碼 |
| Great West Life Assurance Co | 155,731 | $1.21 億 | 0.27% | −2,675−1.7% | 減碼 |
| Russell Investments Group, Ltd. | 151,267 | $1.19 億 | 0.21% | −1,871−1.2% | 減碼 |
| ProShare Advisors LLC | 147,673 | $1.16 億 | 0.35% | −21,197−12.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 147,114 | $1.15 億 | 0.24% | +3,935+2.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 144,913 | $1.14 億 | 0.27% | −2,169−1.5% | 減碼 |
| Epoch Investment Partners, Inc. | 144,279 | $1.13 億 | 0.51% | +59,558+70.3% | 加碼 |
| Schroder Investment Management Group | 135,282 | $1.06 億 | 0.14% | −4,470−3.2% | 減碼 |
| 1832 Asset Management L.P. | 132,411 | $1.04 億 | 0.20% | +121,811+1,149.2% | 加碼 |