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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 33,195 | $2,604 萬 | 0.05% | −21,821−39.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 33,397 | $2,622 萬 | 0.71% | +2,413+7.8% | 加碼 |
| Thrivent Financial for Lutherans | 33,549 | $2,628 萬 | 0.06% | −1,380−4.0% | 減碼 |
| NewEdge Wealth, LLC | 33,759 | $2,644 萬 | 0.68% | +6,747+25.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 34,442 | $2,698 萬 | 1.80% | −1,345−3.8% | 減碼 |
| Amalgamated Bank | 34,669 | $2,716 萬 | 0.22% | −2,184−5.9% | 減碼 |
| McGuire Investment Group, LLC | 34,671 | $2,716 萬 | 4.53% | +70+0.2% | 加碼 |
| Rockefeller Capital Management L.P. | 34,891 | $2,733 萬 | 0.09% | +9,007+34.8% | 加碼 |
| Vontobel Holding Ltd. | 35,084 | $2,748 萬 | 0.23% | −1,305−3.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 36,548 | $2,863 萬 | 0.08% | −430−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 36,924 | $2,892 萬 | 0.05% | +2,048+5.9% | 加碼 |
| CIBC Asset Management Inc | 36,953 | $2,894 萬 | 0.11% | −229−0.6% | 減碼 |
| Neville Rodie & Shaw Inc | 37,034 | $2,901 萬 | 2.37% | −53−0.1% | 減碼 |
| MetLife Investment Management | 37,129 | $2,908 萬 | 0.21% | −1,154−3.0% | 減碼 |
| TCW Group Inc | 37,121 | $2,909 萬 | 0.32% | +3,353+9.9% | 加碼 |
| Capco Asset Management, LLC | 37,351 | $2,926 萬 | 7.02% | −226−0.6% | 減碼 |
| Frontier Capital Management Co LLC | 37,625 | $2,947 萬 | 0.30% | −12,379−24.8% | 減碼 |
| Comerica Bank | 37,827 | $2,963 萬 | 0.14% | −761−2.0% | 減碼 |
| Braun Stacey Associates Inc | 38,104 | $2,985 萬 | 1.33% | −1,672−4.2% | 減碼 |
| Ossiam | 38,120 | $2,986 萬 | 0.48% | +35,843+1,574.1% | 加碼 |
| State of Michigan Retirement System | 38,380 | $3,006 萬 | 0.18% | −600−1.5% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 38,500 | $3,023 萬 | 0.40% | +38,500 | 新進 |
| Holocene Advisors, LP | 39,077 | $3,061 萬 | 0.12% | −283,333−87.9% | 減碼 |
| Forsta Ap-Fonden | 39,100 | $3,063 萬 | 0.31% | −3,300−7.8% | 減碼 |
| AXA S.A. | 39,296 | $3,078 萬 | 0.10% | −56,597−59.0% | 減碼 |
| Arizona State Retirement System | 39,536 | $3,097 萬 | 0.24% | +1,511+4.0% | 加碼 |
| Swiss Life Asset Management Ltd | 39,545 | $3,099 萬 | 0.37% | +3,356+9.3% | 加碼 |
| Wellington Management Group LLP | 39,781 | $3,116 萬 | 0.01% | +19,742+98.5% | 加碼 |
| Harbor Island Capital LLC | 39,902 | $3,125 萬 | 15.50% | −484−1.2% | 減碼 |
| DnB Asset Management AS | 41,100 | $3,219 萬 | 0.17% | +4,910+13.6% | 加碼 |
| M&G Investment Management Ltd | 41,175 | $3,224 萬 | 0.19% | +6,678+19.4% | 加碼 |
| Baird Financial Group, Inc. | 41,438 | $3,246 萬 | 0.07% | −2,149−4.9% | 減碼 |
| Creative Planning | 43,698 | $3,423 萬 | 0.06% | −29,297−40.1% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 43,700 | $3,423 萬 | 1.35% | −5,200−10.6% | 減碼 |
| Teacher Retirement System of Texas | 44,346 | $3,473 萬 | 0.24% | −20,765−31.9% | 減碼 |
| Guinness Asset Management LTD | 44,372 | $3,476 萬 | 0.76% | +333+0.8% | 加碼 |
| Renaissance Group LLC | 44,873 | $3,514 萬 | 1.46% | +500+1.1% | 加碼 |
| Colony Group, LLC | 45,421 | $3,558 萬 | 0.47% | +45,421 | 新進 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $3,567 萬 | 0.03% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 45,943 | $3,599 萬 | 0.53% | +1,418+3.2% | 加碼 |
| Ninety One UK Ltd | 47,413 | $3,714 萬 | 0.11% | −24,674−34.2% | 減碼 |
| Glenmede Trust Co NA | 47,505 | $3,721 萬 | 0.19% | +22,645+91.1% | 加碼 |
| State of Tennessee, Treasury Department | 47,700 | $3,736 萬 | 0.15% | +3,581+8.1% | 加碼 |
| Pinebridge Investments, L.P. | 47,810 | $3,745 萬 | 0.35% | −14,937−23.8% | 減碼 |
| Mercer Global Advisors Inc | 47,826 | $3,746 萬 | 0.11% | +1,361+2.9% | 加碼 |
| Intech Investment Management LLC | 47,898 | $3,752 萬 | 0.55% | +1,720+3.7% | 加碼 |
| US Bancorp | 48,379 | $3,789 萬 | 0.06% | +1,608+3.4% | 加碼 |
| American International Group, Inc. | 48,514 | $3,800 萬 | 0.16% | +78+0.2% | 加碼 |
| Nisa Investment Advisors, LLC | 48,658 | $3,811 萬 | 0.27% | −3,973−7.5% | 減碼 |
| Ci Investments Inc. | 49,201 | $3,854 萬 | 0.20% | −3,758−7.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,326 | $3,864 萬 | 0.82% | −4,855−9.0% | 減碼 |
| Korea Investment CORP | 51,747 | $4,053 萬 | 0.11% | −11,319−17.9% | 減碼 |
| ARS Investment Partners, LLC | 52,104 | $4,081 萬 | 4.52% | −1,876−3.5% | 減碼 |
| Truist Financial Corp | 52,289 | $4,096 萬 | 0.07% | −21,291−28.9% | 減碼 |
| HighTower Advisors, LLC | 52,746 | $4,133 萬 | 0.07% | +4,926+10.3% | 加碼 |
| Castleark Management LLC | 52,792 | $4,135 萬 | 1.83% | −703−1.3% | 減碼 |
| Janney Montgomery Scott LLC | 53,070 | $4,157 萬 | 0.13% | +862+1.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,354 | $4,179 萬 | 0.16% | −25,473−32.3% | 減碼 |
| Handelsbanken Fonder AB | 53,949 | $4,226 萬 | 0.21% | +3,377+6.7% | 加碼 |
| Federated Hermes, Inc. | 53,958 | $4,226 萬 | 0.10% | −7,396−12.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 55,023 | $4,310 萬 | 0.11% | −79,337−59.0% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 57,361 | $4,493 萬 | 1.16% | −905−1.6% | 減碼 |
| Artemis Investment Management LLP | 58,533 | $4,585 萬 | 0.67% | −10,269−14.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 58,698 | $4,598 萬 | 0.07% | +43,759+292.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 59,133 | $4,632 萬 | 0.05% | −1,107−1.8% | 減碼 |
| FIL Ltd | 59,315 | $4,646 萬 | 0.05% | −4,452−7.0% | 減碼 |
| Value Aligned Research Advisors, LLC | 59,571 | $4,666 萬 | 11.79% | −6,853−10.3% | 減碼 |
| Nicholas Company, Inc. | 60,460 | $4,736 萬 | 0.84% | 00.0% | 不變 |
| Flputnam Investment Management Co | 61,301 | $4,801 萬 | 1.13% | +2,105+3.6% | 加碼 |
| Triple Frond Partners LLC | 62,060 | $4,861 萬 | 5.78% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 62,069 | $4,862 萬 | 0.24% | −1,740−2.7% | 減碼 |
| CIBC World Markets Corp | 62,265 | $4,877 萬 | 0.27% | +39,663+175.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 63,684 | $4,988 萬 | 0.45% | −2,300−3.5% | 減碼 |
| STRS Ohio | 64,170 | $5,026 萬 | 0.21% | −2,417−3.6% | 減碼 |
| Vaughan David Investments LLC | 65,616 | $5,139 萬 | 1.41% | −717−1.1% | 減碼 |
| Asset Management One Co.,Ltd. | 65,384 | $5,162 萬 | 0.21% | +2,774+4.4% | 加碼 |
| Royal London Asset Management Ltd | 66,131 | $5,180 萬 | 0.15% | +380+0.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 67,630 | $5,297 萬 | 0.19% | +56,986+535.4% | 加碼 |
| Ensign Peak Advisors, Inc | 69,934 | $5,478 萬 | 0.11% | −2,000−2.8% | 減碼 |
| Public Employees Retirement System of Ohio | 70,063 | $5,488 萬 | 0.22% | +163+0.2% | 加碼 |
| Fort Pitt Capital Group, LLC | 70,381 | $5,513 萬 | 1.81% | −7,173−9.2% | 減碼 |
| ING Groep NV | 70,829 | $5,548 萬 | 0.45% | +12,482+21.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 70,921 | $5,555 萬 | 0.13% | −2,534−3.4% | 減碼 |
| Jupiter Asset Management Ltd | 71,652 | $5,612 萬 | 0.56% | +3,719+5.5% | 加碼 |
| British Columbia Investment Management Corp | 71,954 | $5,636 萬 | 0.46% | +7,351+11.4% | 加碼 |
| Natixis Advisors, L.P. | 72,165 | $5,652 萬 | 0.15% | +1,768+2.5% | 加碼 |
| Aviva PLC | 72,322 | $5,665 萬 | 0.20% | +47+0.1% | 加碼 |
| Crosslink Capital Inc | 72,499 | $5,679 萬 | 8.43% | −1,880−2.5% | 減碼 |
| LPL Financial LLC | 73,444 | $5,753 萬 | 0.03% | +10,527+16.7% | 加碼 |
| Man Group plc | 73,877 | $5,786 萬 | 0.17% | – | – |
| American Century Companies Inc | 74,433 | $5,830 萬 | 0.04% | +3,075+4.3% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 74,636 | $5,846 萬 | 0.21% | −1,309−1.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 75,565 | $5,919 萬 | 0.20% | −673−0.9% | 減碼 |
| Putnam Investments LLC | 75,996 | $5,952 萬 | 0.08% | −1,616−2.1% | 減碼 |
| Stifel Financial Corp | 76,771 | $6,015 萬 | 0.08% | +6,571+9.4% | 加碼 |
| Panagora Asset Management Inc | 77,358 | $6,059 萬 | 0.34% | +70,810+1,081.4% | 加碼 |
| Pinnacle Associates Ltd | 77,943 | $6,105 萬 | 1.03% | −8,016−9.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 82,911 | $6,494 萬 | 0.45% | +4,921+6.3% | 加碼 |
| Bank of Nova Scotia | 83,110 | $6,509 萬 | 0.12% | +57,375+222.9% | 加碼 |
| Toronto Dominion Bank | 83,595 | $6,548 萬 | 0.09% | +10,424+14.2% | 加碼 |