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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 18,960 | $1,842 萬 | 0.43% | +4,330+29.6% | 加碼 |
| Linscomb & Williams, Inc. | 18,820 | $1,828 萬 | 0.94% | −872−4.4% | 減碼 |
| Yousif Capital Management, LLC | 18,798 | $1,826 萬 | 0.20% | −594−3.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 18,796 | $1,826 萬 | 0.08% | −1,093−5.5% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 18,495 | $1,797 萬 | 0.07% | +748+4.2% | 加碼 |
| Advisor Group Holdings, Inc. | 18,186 | $1,768 萬 | 0.04% | −15,009−45.2% | 減碼 |
| PGGM Investments | 18,107 | $1,759 萬 | 0.26% | +3,326+22.5% | 加碼 |
| Achmea Investment Management B.V. | 18,021 | $1,751 萬 | 0.33% | −709−3.8% | 減碼 |
| Lido Advisors, LLC | 17,872 | $1,740 萬 | 0.16% | +673+3.9% | 加碼 |
| Louisiana State Employees Retirement System | 17,900 | $1,739 萬 | 0.34% | −600−3.2% | 減碼 |
| Terry L. Blaker | 17,839 | $1,733 萬 | 1.30% | −138−0.8% | 減碼 |
| iA Global Asset Management Inc. | 17,335 | $1,684 萬 | 0.34% | +194+1.1% | 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 |
| Cambridge Investment Research Advisors, Inc. | 17,193 | $1,670 萬 | 0.06% | +6,011+53.8% | 加碼 |
| Shelton Capital Management | 17,132 | $1,664 萬 | 0.48% | −93−0.5% | 減碼 |
| Eldred Rock Partners, LLC | 16,971 | $1,649 萬 | 8.99% | +174+1.0% | 加碼 |
| South Dakota Investment Council | 16,966 | $1,648 萬 | 0.34% | −400−2.3% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 16,797 | $1,632 萬 | 2.82% | −15−0.1% | 減碼 |
| Wolverine Trading, LLC | 16,700 | $1,623 萬 | 0.16% | +10,134+154.3% | 加碼 |
| Twin Tree Management, LP | 15,914 | $1,546 萬 | 0.35% | +6,838+75.3% | 加碼 |
| Cozad Asset Management Inc | 15,814 | $1,536 萬 | 1.60% | −542−3.3% | 減碼 |
| Point72 Hong Kong Ltd | 15,597 | $1,515 萬 | 0.76% | +579+3.9% | 加碼 |
| Generate Investment Management Ltd | 15,428 | $1,499 萬 | 1.18% | +109+0.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,404 | $1,497 萬 | 0.29% | −1,100−6.7% | 減碼 |
| Fifth Third Bancorp | 15,310 | $1,487 萬 | 0.06% | +309+2.1% | 加碼 |
| Prudential PLC | 15,188 | $1,476 萬 | 0.12% | +6,351+71.9% | 加碼 |
| Illinois Municipal Retirement Fund | 15,037 | $1,461 萬 | 0.22% | −3,147−17.3% | 減碼 |
| BTC Capital Management, Inc. | 14,956 | $1,453 萬 | 1.33% | +14,956 | 新進 |
| Empire Life Investments Inc. | 14,806 | $1,439 萬 | 0.88% | −5,168−25.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 14,765 | $1,435 萬 | 0.33% | −227−1.5% | 減碼 |
| National Asset Management, Inc. | 22,686 | $1,427 萬 | 0.39% | −1,477−6.1% | 減碼 |
| First Financial Bankshares Inc | 14,657 | $1,424 萬 | 0.32% | −5,736−28.1% | 減碼 |
| Ethic Inc. | 14,586 | $1,417 萬 | 0.36% | +48+0.3% | 加碼 |
| Matthews International Capital Management LLC | 14,290 | $1,388 萬 | 2.73% | +7,285+104.0% | 加碼 |
| King Luther Capital Management Corp | 14,220 | $1,382 萬 | 0.06% | +3,842+37.0% | 加碼 |
| LMCG Investments, LLC | 14,080 | $1,368 萬 | 0.81% | −630−4.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 14,067 | $1,367 萬 | 0.02% | −1,525−9.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 14,044 | $1,364 萬 | 0.02% | −44,654−76.1% | 減碼 |
| Verition Fund Management LLC | 13,992 | $1,359 萬 | 0.13% | +4,433+46.4% | 加碼 |
| Ieq Capital, LLC | 13,856 | $1,346 萬 | 0.19% | +597+4.5% | 加碼 |
| JustInvest LLC | 13,826 | $1,343 萬 | 0.29% | +834+6.4% | 加碼 |
| Nemes Rush Group LLC | 13,625 | $1,324 萬 | 1.90% | −60−0.4% | 減碼 |
| ExodusPoint Capital Management, LP | 13,594 | $1,321 萬 | 0.16% | −2,830−17.2% | 減碼 |
| Baker Ellis Asset Management LLC | 13,495 | $1,311 萬 | 1.95% | −269−2.0% | 減碼 |
| Railway Pension Investments Ltd | 13,400 | $1,302 萬 | 0.13% | 00.0% | 不變 |
| Covington Investment Advisors Inc. | 13,121 | $1,275 萬 | 2.08% | +460+3.6% | 加碼 |
| Means Investment Co., Inc. | 13,102 | $1,273 萬 | 1.65% | −105−0.8% | 減碼 |
| Wealthfront Advisers LLC | 13,031 | $1,266 萬 | 0.04% | +618+5.0% | 加碼 |
| Maytus Capital Management, LLC | 13,000 | $1,263 萬 | 5.35% | +4,000+44.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,838 | $1,247 萬 | 0.16% | +567+4.6% | 加碼 |
| FORA Capital, LLC | 12,833 | $1,247 萬 | 1.03% | +4,346+51.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 12,816 | $1,245 萬 | 0.14% | +1,105+9.4% | 加碼 |
| Ossiam | 12,713 | $1,235 萬 | 0.22% | −25,407−66.7% | 減碼 |
| M&T Bank Corp | 12,649 | $1,229 萬 | 0.04% | −498−3.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 12,519 | $1,216 萬 | 0.29% | +975+8.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 12,409 | $1,206 萬 | 0.29% | −11,601−48.3% | 減碼 |
| Groupama Asset Managment | 9,973 | $1,192 萬 | 0.22% | −20,885−67.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 12,176 | $1,183 萬 | 0.05% | −2,270−15.7% | 減碼 |
| First Citizens Bank & Trust Co | 12,060 | $1,172 萬 | 0.22% | +1,613+15.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 12,058 | $1,171 萬 | 0.13% | +2,133+21.5% | 加碼 |
| Kestra Advisory Services, LLC | 11,935 | $1,160 萬 | 0.08% | +2,110+21.5% | 加碼 |
| Advisory Services Network, LLC | 11,917 | $1,158 萬 | 0.26% | −313−2.6% | 減碼 |
| Bamco Inc | 11,790 | $1,145 萬 | 0.03% | +1,490+14.5% | 加碼 |
| Intech Investment Management LLC | 11,779 | $1,144 萬 | 0.16% | −36,119−75.4% | 減碼 |
| YHB Investment Advisors, Inc. | 11,777 | $1,144 萬 | 1.01% | −278−2.3% | 減碼 |
| Employees Retirement System of Texas | 11,689 | $1,136 萬 | 0.12% | −2,621−18.3% | 減碼 |
| Chartwell Investment Partners, LLC | 11,648 | $1,132 萬 | 0.39% | −2,275−16.3% | 減碼 |
| Nilsine Partners, LLC | 11,504 | $1,118 萬 | 1.53% | +185+1.6% | 加碼 |
| Kovitz Investment Group Partners, LLC | 11,283 | $1,096 萬 | 0.14% | −2,354−17.3% | 減碼 |
| Trexquant Investment LP | 11,218 | $1,090 萬 | 0.22% | +11,218 | 新進 |
| Oregon Public Employees Retirement Fund | 11,215 | $1,090 萬 | 0.22% | −10,101−47.4% | 減碼 |
| SpiderRock Advisors, LLC | 11,661 | $1,079 萬 | 0.35% | +11,661 | 新進 |
| Gulf International Bank (UK) Ltd | 11,086 | $1,077 萬 | 0.27% | +54+0.5% | 加碼 |
| Steel Peak Wealth Management LLC | 10,975 | $1,068 萬 | 0.55% | +5,916+116.9% | 加碼 |
| Gotham Asset Management, LLC | 10,985 | $1,067 萬 | 0.16% | +672+6.5% | 加碼 |
| Winmill & Co. Inc | 10,900 | $1,059 萬 | 3.01% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 10,889 | $1,058 萬 | 0.42% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 10,851 | $1,054 萬 | 0.09% | −708−6.1% | 減碼 |
| Investment Management Corp of Ontario | 10,679 | $1,038 萬 | 0.31% | −20,109−65.3% | 減碼 |
| Banque Pictet & Cie SA | 10,645 | $1,034 萬 | 0.11% | −1,212−10.2% | 減碼 |
| Financial Counselors Inc | 10,514 | $1,022 萬 | 0.17% | −25−0.2% | 減碼 |
| Carderock Capital Management Inc | 10,483 | $1,018 萬 | 2.85% | −2,665−20.3% | 減碼 |
| Point72 (DIFC) Ltd | 10,410 | $1,011 萬 | 0.78% | +10,410 | 新進 |
| Gateway Investment Advisers LLC | 10,370 | $1,008 萬 | 0.11% | −119−1.1% | 減碼 |
| Valley National Advisers Inc | 10,344 | $1,005 萬 | 1.52% | −571−5.2% | 減碼 |
| Capital International Investors | 10,295 | $1,000 萬 | 0.00% | +5,544+116.7% | 加碼 |
| Mediolanum International Funds Ltd | 10,250 | $989.8 萬 | 0.16% | +10,250 | 新進 |
| Baldwin Investment Management, LLC | 10,130 | $984.2 萬 | 1.33% | +266+2.7% | 加碼 |
| Marco Investment Management LLC | 10,050 | $976.4 萬 | 0.92% | −5,997−37.4% | 減碼 |
| MML Investors Services, LLC | 10,047 | $976.1 萬 | 0.04% | −611−5.7% | 減碼 |
| Violich Capital Management, Inc. | 10,000 | $971.6 萬 | 1.39% | 00.0% | 不變 |
| Raymond James Trust N.A. | 9,966 | $968.3 萬 | 0.23% | +204+2.1% | 加碼 |
| Kentucky Retirement Systems | 9,956 | $967.3 萬 | 0.29% | −589−5.6% | 減碼 |
| Contravisory Investment Management, Inc. | 9,931 | $964.9 萬 | 2.14% | −193−1.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 9,894 | $961.2 萬 | 0.13% | −7,145−41.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 9,881 | $960.0 萬 | 6.93% | +9,881 | 新進 |
| Jackson Wealth Management, LLC | 9,796 | $951.7 萬 | 1.19% | +329+3.5% | 加碼 |
| River Wealth Advisors LLC | 9,789 | $951.1 萬 | 1.38% | +461+4.9% | 加碼 |
| Summit Street Capital Management, LLC | 9,787 | $950.9 萬 | 3.65% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 9,779 | $950.1 萬 | 0.14% | −1,219−11.1% | 減碼 |