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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 17,747 | $1,390 萬 | 0.06% | +667+3.9% | 加碼 |
| Calamos Advisors LLC | 17,550 | $1,375 萬 | 0.07% | +110+0.6% | 加碼 |
| South Dakota Investment Council | 17,366 | $1,360 萬 | 0.29% | −4,040−18.9% | 減碼 |
| CTC LLC | 17,244 | $1,351 萬 | 0.13% | −6,742−28.1% | 減碼 |
| Lido Advisors, LLC | 17,199 | $1,351 萬 | 0.13% | −221−1.3% | 減碼 |
| Shelton Capital Management | 17,225 | $1,349 萬 | 0.43% | +789+4.8% | 加碼 |
| iA Global Asset Management Inc. | 17,141 | $1,343 萬 | 0.31% | +4,853+39.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 17,039 | $1,335 萬 | 0.20% | +8,015+88.8% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 16,812 | $1,317 萬 | 2.61% | 00.0% | 不變 |
| Eldred Rock Partners, LLC | 16,797 | $1,316 萬 | 8.38% | +16,797 | 新進 |
| Crossmark Global Holdings, Inc. | 16,504 | $1,293 萬 | 0.27% | −1,224−6.9% | 減碼 |
| CBOE Vest Financial, LLC | 16,498 | $1,292 萬 | 0.48% | +1,692+11.4% | 加碼 |
| ExodusPoint Capital Management, LP | 16,424 | $1,286 萬 | 0.16% | +8,747+113.9% | 加碼 |
| Cozad Asset Management Inc | 16,356 | $1,281 萬 | 1.48% | −345−2.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,280 | $1,275 萬 | 0.15% | +1,845+12.8% | 加碼 |
| Two Sigma Securities, LLC | 16,106 | $1,262 萬 | 0.58% | +16,106 | 新進 |
| Marco Investment Management LLC | 16,047 | $1,257 萬 | 1.29% | +20.0% | 加碼 |
| Liontrust Investment Partners LLP | 16,000 | $1,253 萬 | 0.18% | −1,800−10.1% | 減碼 |
| UniSuper Management Pty Ltd | 15,694 | $1,229 萬 | 0.14% | −60.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 15,592 | $1,221 萬 | 0.02% | −8,168−34.4% | 減碼 |
| Generate Investment Management Ltd | 15,319 | $1,200 萬 | 1.04% | +15,319 | 新進 |
| Groupama Asset Managment | 30,858 | $1,192 萬 | 0.31% | +30,858 | 新進 |
| Point72 Hong Kong Ltd | 15,018 | $1,176 萬 | 0.72% | +15,018 | 新進 |
| Fifth Third Bancorp | 15,001 | $1,175 萬 | 0.05% | +433+3.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 14,992 | $1,174 萬 | 0.24% | +5,618+59.9% | 加碼 |
| PGGM Investments | 14,781 | $1,158 萬 | 0.18% | +104+0.7% | 加碼 |
| LMCG Investments, LLC | 14,710 | $1,152 萬 | 0.71% | −126−0.8% | 減碼 |
| Gradient Investments LLC | 14,630 | $1,146 萬 | 0.28% | +14,585+32,411.1% | 加碼 |
| Ethic Inc. | 14,538 | $1,139 萬 | 0.34% | +2,963+25.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 14,446 | $1,131 萬 | 0.06% | +539+3.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 14,313 | $1,121 萬 | 1.02% | −27,491−65.8% | 減碼 |
| Employees Retirement System of Texas | 14,310 | $1,121 萬 | 0.13% | 00.0% | 不變 |
| HRT Financial LP | 14,006 | $1,097 萬 | 0.08% | −7,292−34.2% | 減碼 |
| Chartwell Investment Partners, LLC | 13,923 | $1,091 萬 | 0.38% | +1,535+12.4% | 加碼 |
| Balyasny Asset Management LLC | 13,843 | $1,084 萬 | 0.03% | +12,392+854.0% | 加碼 |
| Baker Ellis Asset Management LLC | 13,764 | $1,078 萬 | 1.73% | −278−2.0% | 減碼 |
| Nemes Rush Group LLC | 13,685 | $1,072 萬 | 1.73% | +247+1.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 13,637 | $1,068 萬 | 0.18% | −569−4.0% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 13,410 | $1,051 萬 | 0.58% | +11,630+653.4% | 加碼 |
| ClariVest Asset Management LLC | 13,408 | $1,050 萬 | 0.58% | −2,305−14.7% | 減碼 |
| Railway Pension Investments Ltd | 13,400 | $1,050 萬 | 0.11% | +600+4.7% | 加碼 |
| Ieq Capital, LLC | 13,259 | $1,039 萬 | 0.17% | +347+2.7% | 加碼 |
| Means Investment Co., Inc. | 13,207 | $1,034 萬 | 1.49% | +219+1.7% | 加碼 |
| Carderock Capital Management Inc | 13,148 | $1,030 萬 | 2.84% | +919+7.5% | 加碼 |
| M&T Bank Corp | 13,147 | $1,030 萬 | 0.04% | −317−2.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 13,000 | $1,018 萬 | 0.11% | +4,605+54.9% | 加碼 |
| JustInvest LLC | 12,992 | $1,018 萬 | 0.26% | +258+2.0% | 加碼 |
| Platinum Investment Management Ltd | 12,796 | $1,002 萬 | 0.41% | −314−2.4% | 減碼 |
| Cetera Investment Advisers | 12,787 | $1,002 萬 | 0.08% | +367+3.0% | 加碼 |
| Covington Investment Advisors Inc. | 12,661 | $991.7 萬 | 1.80% | −117−0.9% | 減碼 |
| Wealthfront Advisers LLC | 12,413 | $972.3 萬 | 0.04% | +3,219+35.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,271 | $961.1 萬 | 0.13% | +103+0.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 12,262 | $960.4 萬 | 1.14% | −536−4.2% | 減碼 |
| Advisory Services Network, LLC | 12,230 | $958.0 萬 | 0.23% | −329−2.6% | 減碼 |
| YHB Investment Advisors, Inc. | 12,055 | $944.2 萬 | 0.91% | −2,565−17.5% | 減碼 |
| Banque Pictet & Cie SA | 11,857 | $928.7 萬 | 0.11% | −4,256−26.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 11,711 | $917.3 萬 | 0.12% | +602+5.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,559 | $905.3 萬 | 0.08% | −647−5.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 11,544 | $904.2 萬 | 0.24% | +300+2.7% | 加碼 |
| Nilsine Partners, LLC | 11,319 | $886.6 萬 | 1.36% | +180+1.6% | 加碼 |
| Marlowe Partners LP | 11,231 | $879.7 萬 | 23.89% | −3,041−21.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 11,182 | $875.9 萬 | 0.04% | −1,163−9.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 11,054 | $865.8 萬 | 0.11% | −38,588−77.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 11,032 | $864.0 萬 | 0.24% | −1,317−10.7% | 減碼 |
| Modera Wealth Management, LLC | 10,998 | $861.4 萬 | 0.14% | −1,806−14.1% | 減碼 |
| Cetera Advisor Networks LLC | 10,968 | $859.1 萬 | 0.05% | −214−1.9% | 減碼 |
| Socorro Asset Management LP | 10,948 | $857.5 萬 | 3.79% | +95+0.9% | 加碼 |
| Valley National Advisers Inc | 10,915 | $854.8 萬 | 1.36% | −689−5.9% | 減碼 |
| Winmill & Co. Inc | 10,900 | $853.8 萬 | 2.74% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 10,889 | $852.9 萬 | 0.38% | 00.0% | 不變 |
| Spinecap SAS | 10,812 | $846.9 萬 | 15.99% | +10,812 | 新進 |
| Central Bank & Trust Co | 10,730 | $840.4 萬 | 1.30% | −1,066−9.0% | 減碼 |
| Fusion Capital, LLC | 10,679 | $836.4 萬 | 4.28% | −111−1.0% | 減碼 |
| MML Investors Services, LLC | 10,658 | $834.8 萬 | 0.04% | +838+8.5% | 加碼 |
| Kentucky Retirement Systems | 10,545 | $825.9 萬 | 0.26% | −887−7.8% | 減碼 |
| Financial Counselors Inc | 10,539 | $825.5 萬 | 0.15% | −90−0.8% | 減碼 |
| D.A. Davidson & Co. | 10,508 | $823.1 萬 | 0.08% | +124+1.2% | 加碼 |
| Gateway Investment Advisers LLC | 10,489 | $821.6 萬 | 0.10% | −85−0.8% | 減碼 |
| Laffer Tengler Investments | 10,481 | $820.9 萬 | 2.18% | +677+6.9% | 加碼 |
| Natixis | 10,458 | $819.1 萬 | 0.06% | −10,286−49.6% | 減碼 |
| First Citizens Bank & Trust Co | 10,447 | $818.3 萬 | 0.15% | −282−2.6% | 減碼 |
| King Luther Capital Management Corp | 10,378 | $812.9 萬 | 0.04% | −368−3.4% | 減碼 |
| Gotham Asset Management, LLC | 10,313 | $807.8 萬 | 0.15% | −18,655−64.4% | 減碼 |
| Banco Santander, S.A. | 10,304 | $807.1 萬 | 0.10% | +385+3.9% | 加碼 |
| Bamco Inc | 10,300 | $806.8 萬 | 0.02% | +10,094+4,900.0% | 加碼 |
| Maryland State Retirement & Pension System | 10,246 | $802.5 萬 | 0.17% | −87−0.8% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 10,200 | $798.9 萬 | 0.62% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 10,188 | $798.0 萬 | 0.45% | −204−2.0% | 減碼 |
| Contravisory Investment Management, Inc. | 10,124 | $793.0 萬 | 1.94% | +10,124 | 新進 |
| Walleye Trading LLC | 10,063 | $788.2 萬 | 0.12% | +10,063 | 新進 |
| Violich Capital Management, Inc. | 10,000 | $783.3 萬 | 1.27% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 9,988 | $782.3 萬 | 0.17% | +23+0.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,650 | $780.0 萬 | 0.96% | −46−0.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 9,925 | $777.4 萬 | 0.10% | +1,411+16.6% | 加碼 |
| Banque Cantonale Vaudoise | 9,887 | $774.3 萬 | 0.34% | +3,158+46.9% | 加碼 |
| Baldwin Investment Management, LLC | 9,864 | $772.6 萬 | 1.21% | +26+0.3% | 加碼 |
| Kestra Advisory Services, LLC | 9,825 | $769.6 萬 | 0.06% | +205+2.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 9,788 | $766.7 萬 | 0.42% | −26−0.3% | 減碼 |
| Summit Street Capital Management, LLC | 9,787 | $766.6 萬 | 3.25% | 00.0% | 不變 |
| Raymond James Trust N.A. | 9,762 | $764.6 萬 | 0.20% | +1,333+15.8% | 加碼 |