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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 654,256 | $5.12 億 | 0.15% | −23,780−3.5% | 減碼 |
| Dimensional Fund Advisors LP | 665,463 | $5.21 億 | 0.15% | −21,376−3.1% | 減碼 |
| Coatue Management LLC大師Coatue | 681,114 | $5.33 億 | 2.24% | −30,547−4.3% | 減碼 |
| UBS Group AG | 688,281 | $5.39 億 | 0.22% | +115,961+20.3% | 加碼 |
| Van Eck Associates Corp | 776,885 | $6.09 億 | 1.11% | +85,102+12.3% | 加碼 |
| Charles Schwab Investment Management Inc | 777,722 | $6.09 億 | 0.15% | +14,902+2.0% | 加碼 |
| Barclays PLC | 790,483 | $6.19 億 | 0.32% | +87,871+12.5% | 加碼 |
| Bank of America Corp | 812,161 | $6.36 億 | 0.07% | −5,044−0.6% | 減碼 |
| UBS Asset Management Americas Inc | 878,989 | $6.88 億 | 0.27% | +74,024+9.2% | 加碼 |
| Franklin Resources Inc | 956,548 | $7.49 億 | 0.35% | −1,250−0.1% | 減碼 |
| Legal & General Group Plc | 1,019,625 | $7.99 億 | 0.25% | +31,820+3.2% | 加碼 |
| Massachusetts Financial Services Co | 1,029,309 | $8.06 億 | 0.26% | −64,785−5.9% | 減碼 |
| Amundi | 1,166,713 | $8.83 億 | 0.40% | −223,884−16.1% | 減碼 |
| Nuveen Asset Management, LLC | 1,424,233 | $11.2 億 | 0.36% | +59,759+4.4% | 加碼 |
| Northern Trust Corp | 1,457,692 | $11.4 億 | 0.21% | −65,523−4.3% | 減碼 |
| Goldman Sachs Group Inc | 1,464,274 | $11.5 億 | 0.25% | +239,552+19.6% | 加碼 |
| Bank of New York Mellon Corp | 1,511,991 | $11.8 億 | 0.24% | −130,376−7.9% | 減碼 |
| Sands Capital Management, LLC | 1,680,182 | $13.2 億 | 4.00% | −253,811−13.1% | 減碼 |
| Norges Bank | 1,805,417 | $14.1 億 | 0.25% | +183,683+11.3% | 加碼 |
| Morgan Stanley | 1,831,864 | $14.3 億 | 0.13% | −26,054−1.4% | 減碼 |
| Invesco Ltd. | 1,845,842 | $14.5 億 | 0.34% | +232,961+14.4% | 加碼 |
| GQG Partners LLC | 2,204,154 | $17.3 億 | 3.65% | −18,857−0.8% | 減碼 |
| Janus Henderson Group PLC | 2,232,961 | $17.5 億 | 1.04% | −258,133−10.4% | 減碼 |
| Price T Rowe Associates Inc | 2,816,248 | $22.1 億 | 0.30% | −272,686−8.8% | 減碼 |
| Geode Capital Management, LLC | 2,942,491 | $23.0 億 | 0.24% | +12,466+0.4% | 加碼 |
| Fisher Asset Management, LLC | 2,973,516 | $23.3 億 | 1.23% | +86,721+3.0% | 加碼 |
| FMR LLC | 3,282,975 | $25.7 億 | 0.20% | −112,946−3.3% | 減碼 |
| JPMorgan Chase & Co | 4,157,328 | $32.6 億 | 0.33% | +96,390+2.4% | 加碼 |
| Ameriprise Financial Inc | 4,277,692 | $33.5 億 | 1.00% | −398,830−8.5% | 減碼 |
| State Street Corp | 5,815,824 | $45.7 億 | 0.22% | +276,477+5.0% | 加碼 |
| Vanguard Group Inc | 11,711,747 | $91.7 億 | 0.20% | +79,581+0.7% | 加碼 |
| BlackRock Inc. | 11,778,089 | $92.3 億 | 0.24% | +402,388+3.5% | 加碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −73,100−100.0% | 清倉 |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −50,517−100.0% | 清倉 |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −28,390−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −27,449−100.0% | 清倉 |
| Sora Investors LLC | 0 | $0 | 0.00% | −22,000−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −17,933−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −16,873−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,906−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −14,215−100.0% | 清倉 |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,191−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −8,015−100.0% | 清倉 |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −7,544−100.0% | 清倉 |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −5,783−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −5,100−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,034−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,008−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −3,632−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,050−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,946−100.0% | 清倉 |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −2,863−100.0% | 清倉 |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −2,770−100.0% | 清倉 |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,736−100.0% | 清倉 |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −2,594−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,506−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −2,265−100.0% | 清倉 |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −2,246−100.0% | 清倉 |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −1,841−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,791−100.0% | 清倉 |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −1,702−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,600−100.0% | 清倉 |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,594−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,590−100.0% | 清倉 |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −1,578−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,426−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,303−100.0% | 清倉 |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,187−100.0% | 清倉 |
| CastleKnight Management LP | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −1,100−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −1,010−100.0% | 清倉 |
| Tybourne Capital Management (HK) Ltd | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Himension Fund | 0 | $0 | 0.00% | −925−100.0% | 清倉 |
| Oak Grove Capital LLC | 0 | $0 | 0.00% | −878−100.0% | 清倉 |
| Q3 Asset Management | 0 | $0 | 0.00% | −835−100.0% | 清倉 |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −690−100.0% | 清倉 |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −675−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −665−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −624−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −611−100.0% | 清倉 |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −596−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −530−100.0% | 清倉 |
| Davis R M Inc | 0 | $0 | 0.00% | −492−100.0% | 清倉 |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −415−100.0% | 清倉 |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −405−100.0% | 清倉 |
| Aspiriant, LLC | 0 | $0 | 0.00% | −381−100.0% | 清倉 |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −368−100.0% | 清倉 |
| Mayport, LLC | 0 | $0 | 0.00% | −347−100.0% | 清倉 |
| Bremer Bank National Association | 0 | $0 | 0.00% | −341−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −336−100.0% | 清倉 |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −332−100.0% | 清倉 |
| Barings LLC | 0 | $0 | 0.00% | −328−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −324−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −322−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −221−100.0% | 清倉 |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −134−100.0% | 清倉 |