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 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 | 2,651 | $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 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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 14,310 | $1,121 萬 | 0.13% | 00.0% | 不變 |
| Eisler Capital (UK) Ltd. | 14,313 | $1,121 萬 | 1.02% | −27,491−65.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 14,446 | $1,131 萬 | 0.06% | +539+3.9% | 加碼 |
| Ethic Inc. | 14,538 | $1,139 萬 | 0.34% | +2,963+25.6% | 加碼 |
| Gradient Investments LLC | 14,630 | $1,146 萬 | 0.28% | +14,585+32,411.1% | 加碼 |
| LMCG Investments, LLC | 14,710 | $1,152 萬 | 0.71% | −126−0.8% | 減碼 |
| PGGM Investments | 14,781 | $1,158 萬 | 0.18% | +104+0.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 14,992 | $1,174 萬 | 0.24% | +5,618+59.9% | 加碼 |
| Fifth Third Bancorp | 15,001 | $1,175 萬 | 0.05% | +433+3.0% | 加碼 |
| Point72 Hong Kong Ltd | 15,018 | $1,176 萬 | 0.72% | +15,018 | 新進 |
| Groupama Asset Managment | 30,858 | $1,192 萬 | 0.31% | +30,858 | 新進 |
| Generate Investment Management Ltd | 15,319 | $1,200 萬 | 1.04% | +15,319 | 新進 |
| Allspring Global Investments Holdings, LLC | 15,592 | $1,221 萬 | 0.02% | −8,168−34.4% | 減碼 |
| UniSuper Management Pty Ltd | 15,694 | $1,229 萬 | 0.14% | −60.0% | 減碼 |
| Liontrust Investment Partners LLP | 16,000 | $1,253 萬 | 0.18% | −1,800−10.1% | 減碼 |
| Marco Investment Management LLC | 16,047 | $1,257 萬 | 1.29% | +20.0% | 加碼 |
| Two Sigma Securities, LLC | 16,106 | $1,262 萬 | 0.58% | +16,106 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,280 | $1,275 萬 | 0.15% | +1,845+12.8% | 加碼 |
| Cozad Asset Management Inc | 16,356 | $1,281 萬 | 1.48% | −345−2.1% | 減碼 |
| ExodusPoint Capital Management, LP | 16,424 | $1,286 萬 | 0.16% | +8,747+113.9% | 加碼 |
| CBOE Vest Financial, LLC | 16,498 | $1,292 萬 | 0.48% | +1,692+11.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 16,504 | $1,293 萬 | 0.27% | −1,224−6.9% | 減碼 |
| Eldred Rock Partners, LLC | 16,797 | $1,316 萬 | 8.38% | +16,797 | 新進 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $1,317 萬 | 2.61% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 17,039 | $1,335 萬 | 0.20% | +8,015+88.8% | 加碼 |
| iA Global Asset Management Inc. | 17,141 | $1,343 萬 | 0.31% | +4,853+39.5% | 加碼 |
| Shelton Capital Management | 17,225 | $1,349 萬 | 0.43% | +789+4.8% | 加碼 |
| Lido Advisors, LLC | 17,199 | $1,351 萬 | 0.13% | −221−1.3% | 減碼 |
| CTC LLC | 17,244 | $1,351 萬 | 0.13% | −6,742−28.1% | 減碼 |
| South Dakota Investment Council | 17,366 | $1,360 萬 | 0.29% | −4,040−18.9% | 減碼 |
| Calamos Advisors LLC | 17,550 | $1,375 萬 | 0.07% | +110+0.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 17,747 | $1,390 萬 | 0.06% | +667+3.9% | 加碼 |
| Terry L. Blaker | 17,977 | $1,408 萬 | 1.15% | +731+4.2% | 加碼 |
| Illinois Municipal Retirement Fund | 18,184 | $1,424 萬 | 0.24% | +4,819+36.1% | 加碼 |
| Baker Avenue Asset Management, LP | 18,479 | $1,447 萬 | 0.64% | −1,353−6.8% | 減碼 |
| Louisiana State Employees Retirement System | 18,500 | $1,449 萬 | 0.30% | −300−1.6% | 減碼 |
| Gratus Capital LLC | 18,661 | $1,462 萬 | 0.83% | +614+3.4% | 加碼 |
| Achmea Investment Management B.V. | 18,730 | $1,467 萬 | 0.30% | −1,708−8.4% | 減碼 |
| Profund Advisors LLC | 19,075 | $1,494 萬 | 0.64% | +2,516+15.2% | 加碼 |
| Yousif Capital Management, LLC | 19,392 | $1,519 萬 | 0.18% | −1,823−8.6% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,462 | $1,524 萬 | 4.12% | +19,462 | 新進 |
| Burney Co | 19,647 | $1,539 萬 | 0.65% | −483−2.4% | 減碼 |
| Linscomb & Williams, Inc. | 19,692 | $1,542 萬 | 0.85% | −1,225−5.9% | 減碼 |
| Connectus Wealth, LLC | 19,695 | $1,543 萬 | 0.32% | −794−3.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 19,889 | $1,558 萬 | 0.07% | −730−3.5% | 減碼 |
| Empire Life Investments Inc. | 19,974 | $1,564 萬 | 1.01% | +1,803+9.9% | 加碼 |
| FourThought Financial Partners, LLC | 20,031 | $1,569 萬 | 1.97% | −128−0.6% | 減碼 |
| Mutual of America Capital Management LLC | 20,124 | $1,576 萬 | 0.18% | −1,188−5.6% | 減碼 |
| First Financial Bankshares Inc | 20,393 | $1,597 萬 | 0.38% | +20,393 | 新進 |
| New York Life Investment Management LLC | 20,706 | $1,622 萬 | 0.17% | −89−0.4% | 減碼 |
| SG Americas Securities, LLC | 20,806 | $1,630 萬 | 0.18% | −24,500−54.1% | 減碼 |
| Pacer Advisors, Inc. | 20,876 | $1,635 萬 | 0.05% | −5,307−20.3% | 減碼 |
| State of Alaska, Department of Revenue | 20,897 | $1,637 萬 | 0.19% | −920−4.2% | 減碼 |
| Squarepoint Ops LLC | 20,928 | $1,639 萬 | 0.07% | −62,539−74.9% | 減碼 |
| Degroof Petercam Asset Management | 21,050 | $1,649 萬 | 0.22% | +21,050 | 新進 |
| Hosking Partners LLP | 21,172 | $1,658 萬 | 0.70% | −1,535−6.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 21,316 | $1,670 萬 | 0.29% | +1,510+7.6% | 加碼 |
| Great Lakes Advisors, LLC | 21,502 | $1,684 萬 | 0.16% | +3,639+20.4% | 加碼 |
| Assetmark, Inc | 22,040 | $1,726 萬 | 0.06% | +3,454+18.6% | 加碼 |
| Millennium Management LLC | 22,143 | $1,734 萬 | 0.02% | −186,839−89.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 22,243 | $1,742 萬 | 0.27% | −769−3.3% | 減碼 |
| Pathstone Holdings, LLC | 22,013 | $1,744 萬 | 0.09% | +22,013 | 新進 |
| Utah Retirement Systems | 22,878 | $1,792 萬 | 0.23% | −300−1.3% | 減碼 |
| Czech National Bank | 23,086 | $1,808 萬 | 0.26% | −211−0.9% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 24,625 | $1,864 萬 | 1.91% | −1,722−6.5% | 減碼 |
| Capital Fund Management S.A. | 23,916 | $1,873 萬 | 0.24% | −72,848−75.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 24,010 | $1,881 萬 | 0.23% | +14,429+150.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 24,150 | $1,892 萬 | 0.37% | −1,184−4.7% | 減碼 |
| National Asset Management, Inc. | 24,163 | $1,897 萬 | 0.51% | +1,477+6.5% | 加碼 |
| Two Sigma Investments, LP | 24,691 | $1,934 萬 | 0.05% | −82,343−76.9% | 減碼 |
| Transform Wealth, LLC | 25,250 | $1,983 萬 | 1.93% | +1,070+4.4% | 加碼 |
| CIBC World Markets Inc. | 25,372 | $1,987 萬 | 0.06% | −1,517−5.6% | 減碼 |
| Huntington National Bank | 25,661 | $2,010 萬 | 0.18% | +711+2.8% | 加碼 |
| Stephens Inc | 26,246 | $2,056 萬 | 0.35% | +3,218+14.0% | 加碼 |
| APG Asset Management US Inc. | 26,337 | $2,063 萬 | 0.13% | +26,337 | 新進 |
| Daiwa Securities Group Inc. | 26,387 | $2,067 萬 | 0.13% | +672+2.6% | 加碼 |
| Nissay Asset Management Corp | 26,590 | $2,083 萬 | 0.17% | −540−2.0% | 減碼 |
| Leuthold Group, LLC | 27,189 | $2,130 萬 | 2.66% | −32−0.1% | 減碼 |
| Texas Permanent School Fund | 27,213 | $2,131 萬 | 0.18% | −331−1.2% | 減碼 |
| IFM Investors Pty Ltd | 27,495 | $2,154 萬 | 0.26% | −386−1.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 27,706 | $2,170 萬 | 0.45% | −106−0.4% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $2,172 萬 | 0.48% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,926 | $2,187 萬 | 0.27% | +1,800+6.9% | 加碼 |
| AMF Pensionsforsakring AB | 28,477 | $2,232 萬 | 0.19% | −7,890−21.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,861 | $2,261 萬 | 0.16% | +2,059+7.7% | 加碼 |
| Retirement Systems of Alabama | 29,046 | $2,275 萬 | 0.10% | −1,094−3.6% | 減碼 |
| Lazard Asset Management LLC | 29,198 | $2,287 萬 | 0.03% | −4,159−12.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 29,629 | $2,321 萬 | 0.32% | +54+0.2% | 加碼 |
| MUFG Securities EMEA plc | 30,000 | $2,350 萬 | 1.95% | +30,000 | 新進 |
| Investment Management Corp of Ontario | 30,788 | $2,412 萬 | 0.59% | +14,552+89.6% | 加碼 |
| Arvest Trust Co N A | 30,902 | $2,420 萬 | 1.46% | −5,408−14.9% | 減碼 |
| Clough Capital Partners L P | 31,018 | $2,430 萬 | 2.69% | +678+2.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 31,102 | $2,436 萬 | 0.23% | +1,663+5.6% | 加碼 |
| USS Investment Management Ltd | 31,119 | $2,438 萬 | 0.22% | −2,900−8.5% | 減碼 |
| Xponance, Inc. | 31,154 | $2,440 萬 | 0.29% | −399−1.3% | 減碼 |
| Cerity Partners LLC | 342,139 | $2,447 萬 | 0.08% | +314,224+1,125.6% | 加碼 |
| Alberta Investment Management Corp | 31,857 | $2,495 萬 | 0.23% | −2,453−7.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 32,156 | $2,519 萬 | 0.04% | +608+1.9% | 加碼 |
| Vident Advisory, LLC | 32,327 | $2,532 萬 | 0.64% | +1,556+5.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 32,594 | $2,553 萬 | 0.21% | −713−2.1% | 減碼 |