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、6 筆賣出；2026 年第 2 季末有 3,142 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 588,843 | $5.72 億 | 0.15% | −76,620−11.5% | 減碼 |
| UBS Group AG | 645,976 | $6.28 億 | 0.21% | −42,305−6.1% | 減碼 |
| Wells Fargo & Company | 651,666 | $6.33 億 | 0.17% | −2,590−0.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 740,818 | $7.20 億 | 2.62% | +109,560+17.4% | 加碼 |
| Charles Schwab Investment Management Inc | 789,656 | $7.67 億 | 0.18% | +11,934+1.5% | 加碼 |
| Barclays PLC | 825,430 | $8.02 億 | 0.36% | +34,947+4.4% | 加碼 |
| UBS Asset Management Americas Inc | 956,532 | $9.29 億 | 0.33% | +77,543+8.8% | 加碼 |
| Van Eck Associates Corp | 968,115 | $9.41 億 | 1.42% | +191,230+24.6% | 加碼 |
| Legal & General Group Plc | 1,017,383 | $9.88 億 | 0.28% | −2,242−0.2% | 減碼 |
| Franklin Resources Inc | 1,031,476 | $10.0 億 | 0.32% | +74,928+7.8% | 加碼 |
| Amundi | 1,122,506 | $10.1 億 | 0.44% | −44,207−3.8% | 減碼 |
| Bank of America Corp | 1,162,363 | $11.3 億 | 0.11% | +350,202+43.1% | 加碼 |
| Massachusetts Financial Services Co | 1,164,718 | $11.3 億 | 0.34% | +135,409+13.2% | 加碼 |
| Goldman Sachs Group Inc | 1,185,229 | $11.5 億 | 0.24% | −279,045−19.1% | 減碼 |
| Bank of New York Mellon Corp | 1,369,840 | $13.3 億 | 0.26% | −142,151−9.4% | 減碼 |
| Northern Trust Corp | 1,412,562 | $13.7 億 | 0.24% | −45,130−3.1% | 減碼 |
| Sands Capital Management, LLC | 1,414,612 | $13.7 億 | 3.84% | −265,570−15.8% | 減碼 |
| Nuveen Asset Management, LLC | 1,509,340 | $14.7 億 | 0.44% | +85,107+6.0% | 加碼 |
| Norges Bank | 1,679,562 | $16.3 億 | 0.26% | −125,855−7.0% | 減碼 |
| Invesco Ltd. | 1,807,659 | $17.6 億 | 0.38% | −38,183−2.1% | 減碼 |
| Fisher Asset Management, LLC | 1,865,841 | $18.1 億 | 0.85% | −1,107,675−37.3% | 減碼 |
| Morgan Stanley | 1,911,684 | $18.6 億 | 0.15% | +79,820+4.4% | 加碼 |
| Janus Henderson Group PLC | 1,949,319 | $18.9 億 | 1.03% | −283,642−12.7% | 減碼 |
| GQG Partners LLC | 2,156,076 | $20.9 億 | 3.37% | −48,078−2.2% | 減碼 |
| Price T Rowe Associates Inc | 2,959,151 | $28.8 億 | 0.35% | +142,903+5.1% | 加碼 |
| Geode Capital Management, LLC | 2,986,704 | $29.0 億 | 0.27% | +44,213+1.5% | 加碼 |
| Ameriprise Financial Inc | 3,517,327 | $34.2 億 | 0.94% | −760,365−17.8% | 減碼 |
| FMR LLC | 3,682,883 | $35.8 億 | 0.24% | +399,908+12.2% | 加碼 |
| JPMorgan Chase & Co | 4,406,668 | $42.8 億 | 0.38% | +249,340+6.0% | 加碼 |
| State Street Corp | 5,812,325 | $56.6 億 | 0.25% | −3,499−0.1% | 減碼 |
| Vanguard Group Inc | 11,856,661 | $115.2 億 | 0.23% | +144,914+1.2% | 加碼 |
| BlackRock Inc. | 12,172,544 | $118.3 億 | 0.28% | +394,455+3.3% | 加碼 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −168,956−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −28,477−100.0% | 清倉 |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −19,695−100.0% | 清倉 |
| CTC LLC | 0 | $0 | 0.00% | −17,244−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −14,006−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,968−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −9,504−100.0% | 清倉 |
| Hillman Capital Management, Inc. | 0 | $0 | 0.00% | −9,063−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −5,819−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,800−100.0% | 清倉 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −5,279−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,582−100.0% | 清倉 |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −4,199−100.0% | 清倉 |
| FJ Investments, LLC | 0 | $0 | 0.00% | −3,487−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,408−100.0% | 清倉 |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −3,313−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,260−100.0% | 清倉 |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Invera Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,434−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −2,199−100.0% | 清倉 |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −1,798−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,723−100.0% | 清倉 |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −2,741−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,516−100.0% | 清倉 |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −1,417−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,342−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,235−100.0% | 清倉 |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −1,177−100.0% | 清倉 |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −1,133−100.0% | 清倉 |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,028−100.0% | 清倉 |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −825−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −907−100.0% | 清倉 |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −880−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −805−100.0% | 清倉 |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −768−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −708−100.0% | 清倉 |
| Dohj, LLC | 0 | $0 | 0.00% | −639−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −597−100.0% | 清倉 |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −589−100.0% | 清倉 |
| Financial Advisory Corp | 0 | $0 | 0.00% | −587−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −585−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −576−100.0% | 清倉 |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −575−100.0% | 清倉 |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −529−100.0% | 清倉 |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −510−100.0% | 清倉 |
| Power Corp of Canada | 0 | $0 | 0.00% | −508−100.0% | 清倉 |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −480−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −474−100.0% | 清倉 |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −452−100.0% | 清倉 |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −429−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −375−100.0% | 清倉 |
| Carlson Capital Management | 0 | $0 | 0.00% | −374−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −366−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −314−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −304−100.0% | 清倉 |
| DAGCO, Inc. | 0 | $0 | 0.00% | −294−100.0% | 清倉 |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −283−100.0% | 清倉 |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −272−100.0% | 清倉 |
| Truepoint, Inc. | 0 | $0 | 0.00% | −269−100.0% | 清倉 |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −266−100.0% | 清倉 |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −195−100.0% | 清倉 |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −179−100.0% | 清倉 |