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。
2024 年第 1 季 13F 持有人
Lam Research Corp 在 2024/3/31 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
- 1,732
- 較 2023 年第 4 季 +122 家
- 持有股數
- 1.10 億
- 較 2023 年第 4 季 −82.7 萬 (−0.7%)
- 總市值
- $1,070 億
- 較 2023 年第 4 季 +$201.8 億 (+23.3%)
- 新進機構
- 228
- 另有 557 家加碼
- 清倉機構
- 106
- 另有 699 家減碼
另有 22 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 5,045 | $490.0 萬 | 0.06% | −66−1.3% | 減碼 |
| Entropy Technologies, LP | 5,064 | $492.0 萬 | 0.52% | +5,064 | 新進 |
| Cetera Trust Company, N.A | 5,081 | $493.7 萬 | 2.97% | −200−3.8% | 減碼 |
| TD Private Client Wealth LLC | 5,082 | $493.8 萬 | 0.16% | +1,377+37.2% | 加碼 |
| TownSquare Capital, LLC | 5,095 | $495.1 萬 | 0.07% | +3,206+169.7% | 加碼 |
| GAM Holding AG | 5,158 | $501.1 萬 | 0.36% | +10.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 5,188 | $504.1 萬 | 0.21% | −1,492−22.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,218 | $507.0 萬 | 0.17% | −70−1.3% | 減碼 |
| Rodgers Brothers Inc. | 5,265 | $511.5 萬 | 0.70% | +775+17.3% | 加碼 |
| Metropolitan Life Insurance Co | 5,289 | $513.9 萬 | 0.22% | −76−1.4% | 減碼 |
| Blair William & Co | 5,329 | $517.7 萬 | 0.02% | +297+5.9% | 加碼 |
| Quantbot Technologies LP | 5,331 | $517.9 萬 | 0.29% | +4,684+724.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 5,338 | $518.6 萬 | 0.63% | −5,312−49.9% | 減碼 |
| Bayesian Capital Management, LP | 5,363 | $521.1 萬 | 0.50% | +5,363 | 新進 |
| AustralianSuper Pty Ltd | 5,360 | $526.2 萬 | 0.03% | +5,360 | 新進 |
| Northwest & Ethical Investments L.P. | 5,439 | $528.4 萬 | 0.15% | −649−10.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,450 | $529.5 萬 | 0.14% | +200+3.8% | 加碼 |
| Vinva Investment Management Ltd | 5,468 | $531.3 萬 | 0.31% | +555+11.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,577 | $541.8 萬 | 0.36% | −78−1.4% | 減碼 |
| Norinchukin Bank, The | 5,624 | $546.4 萬 | 0.16% | −126−2.2% | 減碼 |
| Kinneret Advisory, LLC | 5,623 | $547.4 萬 | 0.55% | −18−0.3% | 減碼 |
| Quantinno Capital Management LP | 5,654 | $549.4 萬 | 0.12% | +314+5.9% | 加碼 |
| Abn Amro Investment Solutions | 5,690 | $552.8 萬 | 0.10% | −1,390−19.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 5,691 | $553.9 萬 | 0.70% | +5,431+2,088.8% | 加碼 |
| Fort Sheridan Advisors LLC | 5,726 | $556.4 萬 | 1.05% | +346+6.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,740 | $557.7 萬 | 0.18% | +5,740 | 新進 |
| Morton Community Bank | 5,756 | $559.2 萬 | 1.61% | −335−5.5% | 減碼 |
| Roanoke Asset Management Corp | 5,760 | $559.6 萬 | 1.83% | −10−0.2% | 減碼 |
| Himension Fund | 5,769 | $560.5 萬 | 0.42% | +5,769 | 新進 |
| Thames Capital Management LLC | 5,779 | $561.5 萬 | 2.34% | +5,779 | 新進 |
| Conning Inc. | 5,782 | $561.8 萬 | 0.18% | −796−12.1% | 減碼 |
| Charter Trust Co | 5,784 | $562.0 萬 | 0.38% | +74+1.3% | 加碼 |
| Bristlecone Advisors, LLC | 5,806 | $564.1 萬 | 0.50% | −34−0.6% | 減碼 |
| Park Avenue Securities LLC | 5,868 | $570.2 萬 | 0.07% | +1,708+41.1% | 加碼 |
| Kingsview Wealth Management, LLC | 5,884 | $571.7 萬 | 0.14% | −1,442−19.7% | 減碼 |
| Metis Global Partners, LLC | 5,936 | $576.7 萬 | 0.21% | −85−1.4% | 減碼 |
| Tritonpoint Wealth, LLC | 7,890 | $580.9 萬 | 0.61% | −68−0.9% | 減碼 |
| Empowered Funds, LLC | 6,062 | $589.0 萬 | 0.11% | −1,405−18.8% | 減碼 |
| Lathrop Investment Management Corp | 6,113 | $593.9 萬 | 1.15% | 00.0% | 不變 |
| Whittier Trust Co | 6,132 | $595.8 萬 | 0.09% | −143−2.3% | 減碼 |
| Fred Alger Management, LLC | 6,144 | $596.9 萬 | 0.03% | −211−3.3% | 減碼 |
| Soltis Investment Advisors LLC | 6,146 | $597.2 萬 | 0.67% | +6,146 | 新進 |
| Eisler Capital (US) LLC | 6,179 | $600.3 萬 | 2.04% | +6,179 | 新進 |
| Toroso Investments, LLC | 6,205 | $602.6 萬 | 0.10% | +748+13.7% | 加碼 |
| Royal Fund Management, LLC | 6,271 | $610.6 萬 | 0.70% | +197+3.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 6,316 | $613.6 萬 | 0.17% | +6,316 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,315 | $614.1 萬 | 0.52% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 6,354 | $616.8 萬 | 0.55% | +3,192+100.9% | 加碼 |
| Private Advisor Group, LLC | 6,373 | $619.1 萬 | 0.04% | −39−0.6% | 減碼 |
| Pittenger & Anderson Inc | 6,444 | $626.1 萬 | 0.25% | +1,038+19.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,444 | $626.1 萬 | 0.19% | +446+7.4% | 加碼 |
| Siemens Fonds Invest GmbH | 6,543 | $635.7 萬 | 0.49% | +455+7.5% | 加碼 |
| New Mexico Educational Retirement Board | 6,593 | $640.6 萬 | 0.23% | −400−5.7% | 減碼 |
| Brinker Capital Investments, LLC | 6,737 | $654.5 萬 | 0.07% | −656−8.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,737 | $654.5 萬 | 0.07% | −656−8.9% | 減碼 |
| Patton Fund Management, Inc. | 6,846 | $665.1 萬 | 1.21% | −975−12.5% | 減碼 |
| Jump Financial, LLC | 6,855 | $666.0 萬 | 0.18% | +4,572+200.3% | 加碼 |
| D.A. Davidson & Co. | 6,948 | $675.1 萬 | 0.06% | −3,560−33.9% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 6,980 | $678.2 萬 | 1.66% | +498+7.7% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 7,025 | $682.5 萬 | 0.86% | 00.0% | 不變 |
| Marshall & Sullivan Inc | 7,075 | $687.4 萬 | 3.40% | −306−4.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,076 | $687.5 萬 | 0.39% | +39+0.6% | 加碼 |
| Glenview Trust Co | 7,173 | $696.9 萬 | 0.15% | +1,621+29.2% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,306 | $709.8 萬 | 0.85% | +54+0.7% | 加碼 |
| NEOS Investment Management LLC | 7,317 | $710.9 萬 | 0.44% | +883+13.7% | 加碼 |
| Amica Mutual Insurance Co | 7,413 | $720.2 萬 | 0.73% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 7,470 | $725.8 萬 | 0.09% | +955+14.7% | 加碼 |
| NewSquare Capital LLC | 7,476 | $726.3 萬 | 0.64% | +80+1.1% | 加碼 |
| Naples Global Advisors, LLC | 7,476 | $727.9 萬 | 0.75% | −192−2.5% | 減碼 |
| United Capital Financial Advisers, LLC | 7,494 | $728.1 萬 | 0.06% | −1,443−16.1% | 減碼 |
| Institute for Wealth Management, LLC. | 7,523 | $730.9 萬 | 0.95% | −9−0.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,519 | $731.2 萬 | 0.57% | +878+13.2% | 加碼 |
| Ziegler Capital Management, LLC | 7,689 | $747.0 萬 | 0.29% | −204−2.6% | 減碼 |
| Rench Wealth Management, Inc. | 7,699 | $748.0 萬 | 2.87% | −43−0.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,705 | $748.6 萬 | 0.38% | −2,083−21.3% | 減碼 |
| Securian Asset Management, Inc | 7,723 | $750.3 萬 | 0.22% | −648−7.7% | 減碼 |
| Commerce Bank | 7,799 | $757.7 萬 | 0.05% | −40−0.5% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 7,735 | $759.4 萬 | 1.94% | +7,735 | 新進 |
| 1832 Asset Management L.P. | 7,821 | $759.9 萬 | 0.01% | −124,590−94.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 7,830 | $760.7 萬 | 0.14% | +1,116+16.6% | 加碼 |
| Credit Agricole S A | 8,592 | $763.8 萬 | 0.13% | +4,643+117.6% | 加碼 |
| Acadian Asset Management LLC | 7,876 | $764.7 萬 | 0.03% | +3,700+88.6% | 加碼 |
| GWM Advisors LLC | 7,886 | $766.2 萬 | 0.07% | +965+13.9% | 加碼 |
| Insight Wealth Strategies, LLC | 7,907 | $768.3 萬 | 1.13% | −949−10.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,914 | $768.9 萬 | 0.09% | −40−0.5% | 減碼 |
| Mission Wealth Management, LP | 8,086 | $785.6 萬 | 0.21% | +5,985+284.9% | 加碼 |
| Socorro Asset Management LP | 8,094 | $786.4 萬 | 3.01% | −2,854−26.1% | 減碼 |
| Cornerstone Advisors, LLC | 8,100 | $787.0 萬 | 0.33% | −200−2.4% | 減碼 |
| Banco Santander, S.A. | 8,182 | $794.9 萬 | 0.10% | −2,122−20.6% | 減碼 |
| Bokf, NA | 8,148 | $800.0 萬 | 0.15% | +217+2.7% | 加碼 |
| Westpac Banking Corp | 8,240 | $800.6 萬 | 0.61% | −258−3.0% | 減碼 |
| Balyasny Asset Management LLC | 8,266 | $803.1 萬 | 0.02% | −5,577−40.3% | 減碼 |
| Savoie Capital LLC | 8,280 | $804.5 萬 | 1.14% | 00.0% | 不變 |
| Bailard, Inc. | 8,287 | $805.1 萬 | 0.22% | −371−4.3% | 減碼 |
| Cresset Asset Management, LLC | 8,401 | $817.8 萬 | 0.04% | +522+6.6% | 加碼 |
| Banque Cantonale Vaudoise | 8,435 | $819.5 萬 | 0.32% | −1,452−14.7% | 減碼 |
| Hartford Investment Management Co | 8,478 | $823.7 萬 | 0.29% | −400−4.5% | 減碼 |
| Laffer Tengler Investments | 8,516 | $827.4 萬 | 2.14% | −1,965−18.7% | 減碼 |
| McBroom & Associates, LLC | 8,535 | $829.3 萬 | 5.46% | −712−7.7% | 減碼 |
| Northwest Bancshares, Inc. | 8,652 | $840.6 萬 | 1.33% | −529−5.8% | 減碼 |