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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 41,438 | $3,246 萬 | 0.07% | −2,149−4.9% | 減碼 |
| M&G Investment Management Ltd | 41,175 | $3,224 萬 | 0.19% | +6,678+19.4% | 加碼 |
| DnB Asset Management AS | 41,100 | $3,219 萬 | 0.17% | +4,910+13.6% | 加碼 |
| Harbor Island Capital LLC | 39,902 | $3,125 萬 | 15.50% | −484−1.2% | 減碼 |
| Wellington Management Group LLP | 39,781 | $3,116 萬 | 0.01% | +19,742+98.5% | 加碼 |
| Swiss Life Asset Management Ltd | 39,545 | $3,099 萬 | 0.37% | +3,356+9.3% | 加碼 |
| Arizona State Retirement System | 39,536 | $3,097 萬 | 0.24% | +1,511+4.0% | 加碼 |
| AXA S.A. | 39,296 | $3,078 萬 | 0.10% | −56,597−59.0% | 減碼 |
| Forsta Ap-Fonden | 39,100 | $3,063 萬 | 0.31% | −3,300−7.8% | 減碼 |
| Holocene Advisors, LP | 39,077 | $3,061 萬 | 0.12% | −283,333−87.9% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 38,500 | $3,023 萬 | 0.40% | +38,500 | 新進 |
| State of Michigan Retirement System | 38,380 | $3,006 萬 | 0.18% | −600−1.5% | 減碼 |
| Ossiam | 38,120 | $2,986 萬 | 0.48% | +35,843+1,574.1% | 加碼 |
| Braun Stacey Associates Inc | 38,104 | $2,985 萬 | 1.33% | −1,672−4.2% | 減碼 |
| Comerica Bank | 37,827 | $2,963 萬 | 0.14% | −761−2.0% | 減碼 |
| Frontier Capital Management Co LLC | 37,625 | $2,947 萬 | 0.30% | −12,379−24.8% | 減碼 |
| Capco Asset Management, LLC | 37,351 | $2,926 萬 | 7.02% | −226−0.6% | 減碼 |
| TCW Group Inc | 37,121 | $2,909 萬 | 0.32% | +3,353+9.9% | 加碼 |
| MetLife Investment Management | 37,129 | $2,908 萬 | 0.21% | −1,154−3.0% | 減碼 |
| Neville Rodie & Shaw Inc | 37,034 | $2,901 萬 | 2.37% | −53−0.1% | 減碼 |
| CIBC Asset Management Inc | 36,953 | $2,894 萬 | 0.11% | −229−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 36,924 | $2,892 萬 | 0.05% | +2,048+5.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 36,548 | $2,863 萬 | 0.08% | −430−1.2% | 減碼 |
| Vontobel Holding Ltd. | 35,084 | $2,748 萬 | 0.23% | −1,305−3.6% | 減碼 |
| Rockefeller Capital Management L.P. | 34,891 | $2,733 萬 | 0.09% | +9,007+34.8% | 加碼 |
| McGuire Investment Group, LLC | 34,671 | $2,716 萬 | 4.53% | +70+0.2% | 加碼 |
| Amalgamated Bank | 34,669 | $2,716 萬 | 0.22% | −2,184−5.9% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 34,442 | $2,698 萬 | 1.80% | −1,345−3.8% | 減碼 |
| NewEdge Wealth, LLC | 33,759 | $2,644 萬 | 0.68% | +6,747+25.0% | 加碼 |
| Thrivent Financial for Lutherans | 33,549 | $2,628 萬 | 0.06% | −1,380−4.0% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 33,397 | $2,622 萬 | 0.71% | +2,413+7.8% | 加碼 |
| Advisor Group Holdings, Inc. | 33,195 | $2,604 萬 | 0.05% | −21,821−39.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 32,594 | $2,553 萬 | 0.21% | −713−2.1% | 減碼 |
| Vident Advisory, LLC | 32,327 | $2,532 萬 | 0.64% | +1,556+5.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 32,156 | $2,519 萬 | 0.04% | +608+1.9% | 加碼 |
| Alberta Investment Management Corp | 31,857 | $2,495 萬 | 0.23% | −2,453−7.1% | 減碼 |
| Cerity Partners LLC | 342,139 | $2,447 萬 | 0.08% | +314,224+1,125.6% | 加碼 |
| Xponance, Inc. | 31,154 | $2,440 萬 | 0.29% | −399−1.3% | 減碼 |
| USS Investment Management Ltd | 31,119 | $2,438 萬 | 0.22% | −2,900−8.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 31,102 | $2,436 萬 | 0.23% | +1,663+5.6% | 加碼 |
| Clough Capital Partners L P | 31,018 | $2,430 萬 | 2.69% | +678+2.2% | 加碼 |
| Arvest Trust Co N A | 30,902 | $2,420 萬 | 1.46% | −5,408−14.9% | 減碼 |
| Investment Management Corp of Ontario | 30,788 | $2,412 萬 | 0.59% | +14,552+89.6% | 加碼 |
| MUFG Securities EMEA plc | 30,000 | $2,350 萬 | 1.95% | +30,000 | 新進 |
| Williams Jones Wealth Management, LLC. | 29,629 | $2,321 萬 | 0.32% | +54+0.2% | 加碼 |
| Lazard Asset Management LLC | 29,198 | $2,287 萬 | 0.03% | −4,159−12.5% | 減碼 |
| Retirement Systems of Alabama | 29,046 | $2,275 萬 | 0.10% | −1,094−3.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,861 | $2,261 萬 | 0.16% | +2,059+7.7% | 加碼 |
| AMF Pensionsforsakring AB | 28,477 | $2,232 萬 | 0.19% | −7,890−21.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,926 | $2,187 萬 | 0.27% | +1,800+6.9% | 加碼 |
| Cincinnati Financial Corp | 27,724 | $2,172 萬 | 0.48% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 27,706 | $2,170 萬 | 0.45% | −106−0.4% | 減碼 |
| IFM Investors Pty Ltd | 27,495 | $2,154 萬 | 0.26% | −386−1.4% | 減碼 |
| Texas Permanent School Fund | 27,213 | $2,131 萬 | 0.18% | −331−1.2% | 減碼 |
| Leuthold Group, LLC | 27,189 | $2,130 萬 | 2.66% | −32−0.1% | 減碼 |
| Nissay Asset Management Corp | 26,590 | $2,083 萬 | 0.17% | −540−2.0% | 減碼 |
| Daiwa Securities Group Inc. | 26,387 | $2,067 萬 | 0.13% | +672+2.6% | 加碼 |
| APG Asset Management US Inc. | 26,337 | $2,063 萬 | 0.13% | +26,337 | 新進 |
| Stephens Inc | 26,246 | $2,056 萬 | 0.35% | +3,218+14.0% | 加碼 |
| Huntington National Bank | 25,661 | $2,010 萬 | 0.18% | +711+2.8% | 加碼 |
| CIBC World Markets Inc. | 25,372 | $1,987 萬 | 0.06% | −1,517−5.6% | 減碼 |
| Transform Wealth, LLC | 25,250 | $1,983 萬 | 1.93% | +1,070+4.4% | 加碼 |
| Two Sigma Investments, LP | 24,691 | $1,934 萬 | 0.05% | −82,343−76.9% | 減碼 |
| National Asset Management, Inc. | 24,163 | $1,897 萬 | 0.51% | +1,477+6.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 24,150 | $1,892 萬 | 0.37% | −1,184−4.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 24,010 | $1,881 萬 | 0.23% | +14,429+150.6% | 加碼 |
| Capital Fund Management S.A. | 23,916 | $1,873 萬 | 0.24% | −72,848−75.3% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 24,625 | $1,864 萬 | 1.91% | −1,722−6.5% | 減碼 |
| Czech National Bank | 23,086 | $1,808 萬 | 0.26% | −211−0.9% | 減碼 |
| Utah Retirement Systems | 22,878 | $1,792 萬 | 0.23% | −300−1.3% | 減碼 |
| Pathstone Holdings, LLC | 22,013 | $1,744 萬 | 0.09% | +22,013 | 新進 |
| Cullen/Frost Bankers, Inc. | 22,243 | $1,742 萬 | 0.27% | −769−3.3% | 減碼 |
| Millennium Management LLC | 22,143 | $1,734 萬 | 0.02% | −186,839−89.4% | 減碼 |
| Assetmark, Inc | 22,040 | $1,726 萬 | 0.06% | +3,454+18.6% | 加碼 |
| Great Lakes Advisors, LLC | 21,502 | $1,684 萬 | 0.16% | +3,639+20.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 21,316 | $1,670 萬 | 0.29% | +1,510+7.6% | 加碼 |
| Hosking Partners LLP | 21,172 | $1,658 萬 | 0.70% | −1,535−6.8% | 減碼 |
| Degroof Petercam Asset Management | 21,050 | $1,649 萬 | 0.22% | +21,050 | 新進 |
| Squarepoint Ops LLC | 20,928 | $1,639 萬 | 0.07% | −62,539−74.9% | 減碼 |
| State of Alaska, Department of Revenue | 20,897 | $1,637 萬 | 0.19% | −920−4.2% | 減碼 |
| Pacer Advisors, Inc. | 20,876 | $1,635 萬 | 0.05% | −5,307−20.3% | 減碼 |
| SG Americas Securities, LLC | 20,806 | $1,630 萬 | 0.18% | −24,500−54.1% | 減碼 |
| New York Life Investment Management LLC | 20,706 | $1,622 萬 | 0.17% | −89−0.4% | 減碼 |
| First Financial Bankshares Inc | 20,393 | $1,597 萬 | 0.38% | +20,393 | 新進 |
| Mutual of America Capital Management LLC | 20,124 | $1,576 萬 | 0.18% | −1,188−5.6% | 減碼 |
| FourThought Financial Partners, LLC | 20,031 | $1,569 萬 | 1.97% | −128−0.6% | 減碼 |
| Empire Life Investments Inc. | 19,974 | $1,564 萬 | 1.01% | +1,803+9.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 19,889 | $1,558 萬 | 0.07% | −730−3.5% | 減碼 |
| Connectus Wealth, LLC | 19,695 | $1,543 萬 | 0.32% | −794−3.9% | 減碼 |
| Linscomb & Williams, Inc. | 19,692 | $1,542 萬 | 0.85% | −1,225−5.9% | 減碼 |
| Burney Co | 19,647 | $1,539 萬 | 0.65% | −483−2.4% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,462 | $1,524 萬 | 4.12% | +19,462 | 新進 |
| Yousif Capital Management, LLC | 19,392 | $1,519 萬 | 0.18% | −1,823−8.6% | 減碼 |
| Profund Advisors LLC | 19,075 | $1,494 萬 | 0.64% | +2,516+15.2% | 加碼 |
| Achmea Investment Management B.V. | 18,730 | $1,467 萬 | 0.30% | −1,708−8.4% | 減碼 |
| Gratus Capital LLC | 18,661 | $1,462 萬 | 0.83% | +614+3.4% | 加碼 |
| Louisiana State Employees Retirement System | 18,500 | $1,449 萬 | 0.30% | −300−1.6% | 減碼 |
| Baker Avenue Asset Management, LP | 18,479 | $1,447 萬 | 0.64% | −1,353−6.8% | 減碼 |
| Illinois Municipal Retirement Fund | 18,184 | $1,424 萬 | 0.24% | +4,819+36.1% | 加碼 |
| Terry L. Blaker | 17,977 | $1,408 萬 | 1.15% | +731+4.2% | 加碼 |