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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 132,269 | $1.04 億 | 0.22% | +35,510+36.7% | 加碼 |
| Captrust Financial Advisors | 129,605 | $1.02 億 | 0.35% | +2,100+1.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 129,600 | $1.01 億 | 0.21% | +19,472+17.7% | 加碼 |
| New York State Teachers Retirement System | 128,954 | $1.01 億 | 0.23% | −8,095−5.9% | 減碼 |
| Parnassus Investments | 123,513 | $9,674 萬 | 0.21% | −4,392−3.4% | 減碼 |
| HM Payson & Co | 122,631 | $9,605 萬 | 1.99% | −2,765−2.2% | 減碼 |
| State of Wisconsin Investment Board | 121,886 | $9,547 萬 | 0.27% | −7,515−5.8% | 減碼 |
| Raymond James & Associates | 118,321 | $9,268 萬 | 0.07% | +11,202+10.5% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 118,000 | $9,242 萬 | 1.63% | −2,000−1.7% | 減碼 |
| Erste Asset Management GmbH | 116,779 | $9,216 萬 | 1.35% | +7,674+7.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 115,559 | $9,051 萬 | 0.05% | +2,011+1.8% | 加碼 |
| RE Advisers Corp | 111,000 | $8,694 萬 | 2.22% | +6,700+6.4% | 加碼 |
| Heard Capital LLC | 106,703 | $8,358 萬 | 5.60% | −26,032−19.6% | 減碼 |
| Guggenheim Capital LLC | 106,377 | $8,332 萬 | 0.63% | −9,643−8.3% | 減碼 |
| Wedge Capital Management L L P | 105,567 | $8,269 萬 | 1.48% | +2,183+2.1% | 加碼 |
| Assenagon Asset Management S.A. | 103,003 | $8,068 萬 | 0.25% | +17,376+20.3% | 加碼 |
| APG Asset Management N.V. | 112,996 | $8,012 萬 | 0.16% | −4,691−4.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,238 | $7,616 萬 | 0.10% | +7,415+8.3% | 加碼 |
| Blue Whale Capital LLP | 95,550 | $7,484 萬 | 9.60% | −16,750−14.9% | 減碼 |
| Walleye Capital LLC | 94,579 | $7,408 萬 | 1.04% | +75,389+392.9% | 加碼 |
| Nomura Asset Management Co Ltd | 94,260 | $7,383 萬 | 0.31% | +2,411+2.6% | 加碼 |
| Mariner, LLC | 93,058 | $7,289 萬 | 0.17% | +5,348+6.1% | 加碼 |
| Los Angeles Capital Management LLC | 92,936 | $7,279 萬 | 0.27% | +4,193+4.7% | 加碼 |
| Jane Street Group, LLC | 92,040 | $7,209 萬 | 0.09% | +27,018+41.6% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 421,003 | $7,207 萬 | 0.99% | +421,003 | 新進 |
| Jennison Associates LLC | 91,229 | $7,146 萬 | 0.05% | −58,634−39.1% | 減碼 |
| NZS Capital, LLC | 86,979 | $6,813 萬 | 3.59% | −7,406−7.8% | 減碼 |
| Associated Banc-Corp | 86,156 | $6,748 萬 | 2.34% | −2,279−2.6% | 減碼 |
| Eventide Asset Management, LLC | 85,549 | $6,701 萬 | 1.09% | −30,372−26.2% | 減碼 |
| Storebrand Asset Management AS | 85,357 | $6,686 萬 | 0.24% | +5,305+6.6% | 加碼 |
| Susquehanna International Group, LLP | 84,809 | $6,643 萬 | 0.11% | +2,815+3.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 84,050 | $6,585 萬 | 0.38% | +23,947+39.8% | 加碼 |
| Toronto Dominion Bank | 83,595 | $6,548 萬 | 0.09% | +10,424+14.2% | 加碼 |
| Bank of Nova Scotia | 83,110 | $6,509 萬 | 0.12% | +57,375+222.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 82,911 | $6,494 萬 | 0.45% | +4,921+6.3% | 加碼 |
| Pinnacle Associates Ltd | 77,943 | $6,105 萬 | 1.03% | −8,016−9.3% | 減碼 |
| Panagora Asset Management Inc | 77,358 | $6,059 萬 | 0.34% | +70,810+1,081.4% | 加碼 |
| Stifel Financial Corp | 76,771 | $6,015 萬 | 0.08% | +6,571+9.4% | 加碼 |
| Putnam Investments LLC | 75,996 | $5,952 萬 | 0.08% | −1,616−2.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 75,565 | $5,919 萬 | 0.20% | −673−0.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 74,636 | $5,846 萬 | 0.21% | −1,309−1.7% | 減碼 |
| American Century Companies Inc | 74,433 | $5,830 萬 | 0.04% | +3,075+4.3% | 加碼 |
| Man Group plc | 73,877 | $5,786 萬 | 0.17% | – | – |
| LPL Financial LLC | 73,444 | $5,753 萬 | 0.03% | +10,527+16.7% | 加碼 |
| Crosslink Capital Inc | 72,499 | $5,679 萬 | 8.43% | −1,880−2.5% | 減碼 |
| Aviva PLC | 72,322 | $5,665 萬 | 0.20% | +47+0.1% | 加碼 |
| Natixis Advisors, L.P. | 72,165 | $5,652 萬 | 0.15% | +1,768+2.5% | 加碼 |
| British Columbia Investment Management Corp | 71,954 | $5,636 萬 | 0.46% | +7,351+11.4% | 加碼 |
| Jupiter Asset Management Ltd | 71,652 | $5,612 萬 | 0.56% | +3,719+5.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 70,921 | $5,555 萬 | 0.13% | −2,534−3.4% | 減碼 |
| ING Groep NV | 70,829 | $5,548 萬 | 0.45% | +12,482+21.4% | 加碼 |
| Fort Pitt Capital Group, LLC | 70,381 | $5,513 萬 | 1.81% | −7,173−9.2% | 減碼 |
| Public Employees Retirement System of Ohio | 70,063 | $5,488 萬 | 0.22% | +163+0.2% | 加碼 |
| Ensign Peak Advisors, Inc | 69,934 | $5,478 萬 | 0.11% | −2,000−2.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 67,630 | $5,297 萬 | 0.19% | +56,986+535.4% | 加碼 |
| Royal London Asset Management Ltd | 66,131 | $5,180 萬 | 0.15% | +380+0.6% | 加碼 |
| Asset Management One Co.,Ltd. | 65,384 | $5,162 萬 | 0.21% | +2,774+4.4% | 加碼 |
| Vaughan David Investments LLC | 65,616 | $5,139 萬 | 1.41% | −717−1.1% | 減碼 |
| STRS Ohio | 64,170 | $5,026 萬 | 0.21% | −2,417−3.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 63,684 | $4,988 萬 | 0.45% | −2,300−3.5% | 減碼 |
| CIBC World Markets Corp | 62,265 | $4,877 萬 | 0.27% | +39,663+175.5% | 加碼 |
| Treasurer of the State of North Carolina | 62,069 | $4,862 萬 | 0.24% | −1,740−2.7% | 減碼 |
| Triple Frond Partners LLC | 62,060 | $4,861 萬 | 5.78% | 00.0% | 不變 |
| Flputnam Investment Management Co | 61,301 | $4,801 萬 | 1.13% | +2,105+3.6% | 加碼 |
| Nicholas Company, Inc. | 60,460 | $4,736 萬 | 0.84% | 00.0% | 不變 |
| Value Aligned Research Advisors, LLC | 59,571 | $4,666 萬 | 11.79% | −6,853−10.3% | 減碼 |
| FIL Ltd | 59,315 | $4,646 萬 | 0.05% | −4,452−7.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 59,133 | $4,632 萬 | 0.05% | −1,107−1.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 58,698 | $4,598 萬 | 0.07% | +43,759+292.9% | 加碼 |
| Artemis Investment Management LLP | 58,533 | $4,585 萬 | 0.67% | −10,269−14.9% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 57,361 | $4,493 萬 | 1.16% | −905−1.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 55,023 | $4,310 萬 | 0.11% | −79,337−59.0% | 減碼 |
| Federated Hermes, Inc. | 53,958 | $4,226 萬 | 0.10% | −7,396−12.1% | 減碼 |
| Handelsbanken Fonder AB | 53,949 | $4,226 萬 | 0.21% | +3,377+6.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,354 | $4,179 萬 | 0.16% | −25,473−32.3% | 減碼 |
| Janney Montgomery Scott LLC | 53,070 | $4,157 萬 | 0.13% | +862+1.7% | 加碼 |
| Castleark Management LLC | 52,792 | $4,135 萬 | 1.83% | −703−1.3% | 減碼 |
| HighTower Advisors, LLC | 52,746 | $4,133 萬 | 0.07% | +4,926+10.3% | 加碼 |
| Truist Financial Corp | 52,289 | $4,096 萬 | 0.07% | −21,291−28.9% | 減碼 |
| ARS Investment Partners, LLC | 52,104 | $4,081 萬 | 4.52% | −1,876−3.5% | 減碼 |
| Korea Investment CORP | 51,747 | $4,053 萬 | 0.11% | −11,319−17.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,326 | $3,864 萬 | 0.82% | −4,855−9.0% | 減碼 |
| Ci Investments Inc. | 49,201 | $3,854 萬 | 0.20% | −3,758−7.1% | 減碼 |
| Nisa Investment Advisors, LLC | 48,658 | $3,811 萬 | 0.27% | −3,973−7.5% | 減碼 |
| American International Group, Inc. | 48,514 | $3,800 萬 | 0.16% | +78+0.2% | 加碼 |
| US Bancorp | 48,379 | $3,789 萬 | 0.06% | +1,608+3.4% | 加碼 |
| Intech Investment Management LLC | 47,898 | $3,752 萬 | 0.55% | +1,720+3.7% | 加碼 |
| Mercer Global Advisors Inc | 47,826 | $3,746 萬 | 0.11% | +1,361+2.9% | 加碼 |
| Pinebridge Investments, L.P. | 47,810 | $3,745 萬 | 0.35% | −14,937−23.8% | 減碼 |
| State of Tennessee, Treasury Department | 47,700 | $3,736 萬 | 0.15% | +3,581+8.1% | 加碼 |
| Glenmede Trust Co NA | 47,505 | $3,721 萬 | 0.19% | +22,645+91.1% | 加碼 |
| Ninety One UK Ltd | 47,413 | $3,714 萬 | 0.11% | −24,674−34.2% | 減碼 |
| QRG Capital Management, Inc. | 45,943 | $3,599 萬 | 0.53% | +1,418+3.2% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $3,567 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 45,421 | $3,558 萬 | 0.47% | +45,421 | 新進 |
| Renaissance Group LLC | 44,873 | $3,514 萬 | 1.46% | +500+1.1% | 加碼 |
| Guinness Asset Management LTD | 44,372 | $3,476 萬 | 0.76% | +333+0.8% | 加碼 |
| Teacher Retirement System of Texas | 44,346 | $3,473 萬 | 0.24% | −20,765−31.9% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 43,700 | $3,423 萬 | 1.35% | −5,200−10.6% | 減碼 |
| Creative Planning | 43,698 | $3,423 萬 | 0.06% | −29,297−40.1% | 減碼 |