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 |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 14,657 | $1,424 萬 | 0.32% | −5,736−28.1% | 減碼 |
| National Asset Management, Inc. | 22,686 | $1,427 萬 | 0.39% | −1,477−6.1% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 14,765 | $1,435 萬 | 0.33% | −227−1.5% | 減碼 |
| Empire Life Investments Inc. | 14,806 | $1,439 萬 | 0.88% | −5,168−25.9% | 減碼 |
| BTC Capital Management, Inc. | 14,956 | $1,453 萬 | 1.33% | +14,956 | 新進 |
| Illinois Municipal Retirement Fund | 15,037 | $1,461 萬 | 0.22% | −3,147−17.3% | 減碼 |
| Prudential PLC | 15,188 | $1,476 萬 | 0.12% | +6,351+71.9% | 加碼 |
| Fifth Third Bancorp | 15,310 | $1,487 萬 | 0.06% | +309+2.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,404 | $1,497 萬 | 0.29% | −1,100−6.7% | 減碼 |
| Generate Investment Management Ltd | 15,428 | $1,499 萬 | 1.18% | +109+0.7% | 加碼 |
| Point72 Hong Kong Ltd | 15,597 | $1,515 萬 | 0.76% | +579+3.9% | 加碼 |
| Cozad Asset Management Inc | 15,814 | $1,536 萬 | 1.60% | −542−3.3% | 減碼 |
| Twin Tree Management, LP | 15,914 | $1,546 萬 | 0.35% | +6,838+75.3% | 加碼 |
| Wolverine Trading, LLC | 16,700 | $1,623 萬 | 0.16% | +10,134+154.3% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 16,797 | $1,632 萬 | 2.82% | −15−0.1% | 減碼 |
| South Dakota Investment Council | 16,966 | $1,648 萬 | 0.34% | −400−2.3% | 減碼 |
| Eldred Rock Partners, LLC | 16,971 | $1,649 萬 | 8.99% | +174+1.0% | 加碼 |
| Shelton Capital Management | 17,132 | $1,664 萬 | 0.48% | −93−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 17,193 | $1,670 萬 | 0.06% | +6,011+53.8% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 17,267 | $1,678 萬 | 0.75% | +17,267 | 新進 |
| iA Global Asset Management Inc. | 17,335 | $1,684 萬 | 0.34% | +194+1.1% | 加碼 |
| Terry L. Blaker | 17,839 | $1,733 萬 | 1.30% | −138−0.8% | 減碼 |
| Louisiana State Employees Retirement System | 17,900 | $1,739 萬 | 0.34% | −600−3.2% | 減碼 |
| Lido Advisors, LLC | 17,872 | $1,740 萬 | 0.16% | +673+3.9% | 加碼 |
| Achmea Investment Management B.V. | 18,021 | $1,751 萬 | 0.33% | −709−3.8% | 減碼 |
| PGGM Investments | 18,107 | $1,759 萬 | 0.26% | +3,326+22.5% | 加碼 |
| Advisor Group Holdings, Inc. | 18,186 | $1,768 萬 | 0.04% | −15,009−45.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 18,495 | $1,797 萬 | 0.07% | +748+4.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,796 | $1,826 萬 | 0.08% | −1,093−5.5% | 減碼 |
| Yousif Capital Management, LLC | 18,798 | $1,826 萬 | 0.20% | −594−3.1% | 減碼 |
| Linscomb & Williams, Inc. | 18,820 | $1,828 萬 | 0.94% | −872−4.4% | 減碼 |
| Gradient Investments LLC | 18,960 | $1,842 萬 | 0.43% | +4,330+29.6% | 加碼 |
| State of Alaska, Department of Revenue | 19,182 | $1,864 萬 | 0.21% | −1,715−8.2% | 減碼 |
| Burney Co | 19,284 | $1,874 萬 | 0.71% | −363−1.8% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,462 | $1,891 萬 | 4.62% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 19,463 | $1,891 萬 | 2.17% | −568−2.8% | 減碼 |
| CBOE Vest Financial, LLC | 19,627 | $1,907 萬 | 0.51% | +3,129+19.0% | 加碼 |
| Great Lakes Advisors, LLC | 19,833 | $1,927 萬 | 0.16% | −1,669−7.8% | 減碼 |
| New York Life Investment Management LLC | 19,848 | $1,928 萬 | 0.19% | −858−4.1% | 減碼 |
| Mutual of America Capital Management LLC | 19,871 | $1,931 萬 | 0.21% | −253−1.3% | 減碼 |
| Gratus Capital LLC | 20,004 | $1,943 萬 | 0.90% | +1,343+7.2% | 加碼 |
| CIBC World Markets Inc. | 20,152 | $1,958 萬 | 0.05% | −5,220−20.6% | 減碼 |
| Profund Advisors LLC | 20,176 | $1,960 萬 | 0.76% | +1,101+5.8% | 加碼 |
| Capitolis Liquid Global Markets LLC | 20,300 | $1,972 萬 | 0.32% | +20,300 | 新進 |
| Hosking Partners LLP | 21,106 | $2,051 萬 | 0.76% | −66−0.3% | 減碼 |
| Baker Avenue Asset Management, LP | 21,161 | $2,056 萬 | 0.81% | +2,682+14.5% | 加碼 |
| Degroof Petercam Asset Management | 21,400 | $2,079 萬 | 0.25% | +350+1.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 24,815 | $2,109 萬 | 0.15% | −6,287−20.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 21,722 | $2,110 萬 | 0.31% | −521−2.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 21,982 | $2,136 萬 | 0.35% | −2,168−9.0% | 減碼 |
| Assetmark, Inc | 22,054 | $2,143 萬 | 0.07% | +14+0.1% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 22,134 | $2,177 萬 | 1.99% | −2,491−10.1% | 減碼 |
| Utah Retirement Systems | 22,848 | $2,220 萬 | 0.26% | −30−0.1% | 減碼 |
| Czech National Bank | 23,067 | $2,241 萬 | 0.29% | −19−0.1% | 減碼 |
| Pacer Advisors, Inc. | 23,119 | $2,246 萬 | 0.05% | +2,243+10.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 23,308 | $2,265 萬 | 0.10% | +23,308 | 新進 |
| Andra AP-fonden | 23,500 | $2,283 萬 | 0.41% | +23,500 | 新進 |
| Stephens Inc | 23,781 | $2,311 萬 | 0.36% | −2,465−9.4% | 減碼 |
| Leuthold Group, LLC | 23,935 | $2,325 萬 | 2.62% | −3,254−12.0% | 減碼 |
| Optiver Holding B.V. | 23,940 | $2,326 萬 | 0.96% | +16,616+226.9% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 23,940 | $2,330 萬 | 1.09% | +10,530+78.5% | 加碼 |
| Transform Wealth, LLC | 24,009 | $2,337 萬 | 2.22% | −1,241−4.9% | 減碼 |
| Jefferies Financial Group Inc. | 24,300 | $2,361 萬 | 0.48% | +24,300 | 新進 |
| M&G Plc | 25,333 | $2,462 萬 | 0.15% | +25,333 | 新進 |
| Nomura Holdings Inc | 25,737 | $2,501 萬 | 0.20% | +23,085+870.5% | 加碼 |
| Capco Asset Management, LLC | 25,868 | $2,513 萬 | 6.03% | −11,483−30.7% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 25,934 | $2,520 萬 | 1.54% | −8,508−24.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 26,220 | $2,547 萬 | 0.07% | −10,328−28.3% | 減碼 |
| Holocene Advisors, LP | 26,379 | $2,563 萬 | 0.09% | −12,698−32.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,615 | $2,586 萬 | 0.30% | +10,335+63.5% | 加碼 |
| Huntington National Bank | 26,967 | $2,620 萬 | 0.21% | +1,306+5.1% | 加碼 |
| Texas Permanent School Fund | 27,102 | $2,633 萬 | 0.21% | −111−0.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 27,119 | $2,635 萬 | 0.30% | +16,065+145.3% | 加碼 |
| IFM Investors Pty Ltd | 27,192 | $2,642 萬 | 0.29% | −303−1.1% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $2,694 萬 | 0.59% | 00.0% | 不變 |
| Cetera Investment Advisers | 27,797 | $2,701 萬 | 0.06% | +15,010+117.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,826 | $2,704 萬 | 0.30% | −100−0.4% | 減碼 |
| Pathstone Holdings, LLC | 27,970 | $2,718 萬 | 0.13% | +5,957+27.1% | 加碼 |
| Clough Capital Partners L P | 28,027 | $2,723 萬 | 2.99% | −2,991−9.6% | 減碼 |
| Amalgamated Bank | 28,541 | $2,773 萬 | 0.24% | −6,128−17.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,781 | $2,796 萬 | 0.19% | −80−0.3% | 減碼 |
| Retirement Systems of Alabama | 28,937 | $2,811 萬 | 0.11% | −109−0.4% | 減碼 |
| Lazard Asset Management LLC | 29,328 | $2,849 萬 | 0.03% | +130+0.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 29,462 | $2,862 萬 | 0.55% | +1,756+6.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 29,535 | $2,870 萬 | 0.37% | −94−0.3% | 減碼 |
| Arvest Trust Co N A | 29,603 | $2,876 萬 | 1.63% | −1,299−4.2% | 減碼 |
| Tudor Investment Corp Et Al | 30,008 | $2,915 萬 | 0.36% | +27,504+1,098.4% | 加碼 |
| Daiwa Securities Group Inc. | 30,984 | $3,010 萬 | 0.17% | +4,597+17.4% | 加碼 |
| Xponance, Inc. | 31,630 | $3,073 萬 | 0.32% | +476+1.5% | 加碼 |
| Artemis Investment Management LLP | 31,671 | $3,076 萬 | 0.40% | −26,862−45.9% | 減碼 |
| Swiss Life Asset Management Ltd | 31,744 | $3,084 萬 | 0.43% | −7,801−19.7% | 減碼 |
| Alberta Investment Management Corp | 31,857 | $3,095 萬 | 0.31% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 31,857 | $3,095 萬 | 4.52% | −2,814−8.1% | 減碼 |
| USS Investment Management Ltd | 32,021 | $3,110 萬 | 0.26% | +902+2.9% | 加碼 |
| Teacher Retirement System of Texas | 32,532 | $3,161 萬 | 0.20% | −11,814−26.6% | 減碼 |
| Thrivent Financial for Lutherans | 33,367 | $3,242 萬 | 0.07% | −182−0.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 33,400 | $3,245 萬 | 0.28% | +20,400+156.9% | 加碼 |
| Wellington Management Group LLP | 33,809 | $3,285 萬 | 0.01% | −5,972−15.0% | 減碼 |
| Nissay Asset Management Corp | 33,841 | $3,288 萬 | 0.23% | +7,251+27.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 33,800 | $3,290 萬 | 0.82% | +403+1.2% | 加碼 |