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 |
|---|---|---|---|---|---|
| Charter Trust Co | 5,784 | $562.0 萬 | 0.38% | +74+1.3% | 加碼 |
| Conning Inc. | 5,782 | $561.8 萬 | 0.18% | −796−12.1% | 減碼 |
| Thames Capital Management LLC | 5,779 | $561.5 萬 | 2.34% | +5,779 | 新進 |
| Himension Fund | 5,769 | $560.5 萬 | 0.42% | +5,769 | 新進 |
| Roanoke Asset Management Corp | 5,760 | $559.6 萬 | 1.83% | −10−0.2% | 減碼 |
| Morton Community Bank | 5,756 | $559.2 萬 | 1.61% | −335−5.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,740 | $557.7 萬 | 0.18% | +5,740 | 新進 |
| Fort Sheridan Advisors LLC | 5,726 | $556.4 萬 | 1.05% | +346+6.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 5,691 | $553.9 萬 | 0.70% | +5,431+2,088.8% | 加碼 |
| Abn Amro Investment Solutions | 5,690 | $552.8 萬 | 0.10% | −1,390−19.6% | 減碼 |
| Quantinno Capital Management LP | 5,654 | $549.4 萬 | 0.12% | +314+5.9% | 加碼 |
| Kinneret Advisory, LLC | 5,623 | $547.4 萬 | 0.55% | −18−0.3% | 減碼 |
| Norinchukin Bank, The | 5,624 | $546.4 萬 | 0.16% | −126−2.2% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,577 | $541.8 萬 | 0.36% | −78−1.4% | 減碼 |
| Vinva Investment Management Ltd | 5,468 | $531.3 萬 | 0.31% | +555+11.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,450 | $529.5 萬 | 0.14% | +200+3.8% | 加碼 |
| Northwest & Ethical Investments L.P. | 5,439 | $528.4 萬 | 0.15% | −649−10.7% | 減碼 |
| AustralianSuper Pty Ltd | 5,360 | $526.2 萬 | 0.03% | +5,360 | 新進 |
| Bayesian Capital Management, LP | 5,363 | $521.1 萬 | 0.50% | +5,363 | 新進 |
| SeaCrest Wealth Management, LLC | 5,338 | $518.6 萬 | 0.63% | −5,312−49.9% | 減碼 |
| Quantbot Technologies LP | 5,331 | $517.9 萬 | 0.29% | +4,684+724.0% | 加碼 |
| Blair William & Co | 5,329 | $517.7 萬 | 0.02% | +297+5.9% | 加碼 |
| Metropolitan Life Insurance Co | 5,289 | $513.9 萬 | 0.22% | −76−1.4% | 減碼 |
| Rodgers Brothers Inc. | 5,265 | $511.5 萬 | 0.70% | +775+17.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,218 | $507.0 萬 | 0.17% | −70−1.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 5,188 | $504.1 萬 | 0.21% | −1,492−22.3% | 減碼 |
| GAM Holding AG | 5,158 | $501.1 萬 | 0.36% | +10.0% | 加碼 |
| TownSquare Capital, LLC | 5,095 | $495.1 萬 | 0.07% | +3,206+169.7% | 加碼 |
| TD Private Client Wealth LLC | 5,082 | $493.8 萬 | 0.16% | +1,377+37.2% | 加碼 |
| Cetera Trust Company, N.A | 5,081 | $493.7 萬 | 2.97% | −200−3.8% | 減碼 |
| Entropy Technologies, LP | 5,064 | $492.0 萬 | 0.52% | +5,064 | 新進 |
| Penserra Capital Management LLC | 5,045 | $490.0 萬 | 0.06% | −66−1.3% | 減碼 |
| New Potomac Partners, LLC | 5,017 | $487.4 萬 | 2.71% | −894−15.1% | 減碼 |
| Azzad Asset Management Inc | 5,007 | $486.4 萬 | 0.57% | +100+2.0% | 加碼 |
| Alight Capital Management LP | 5,000 | $485.8 萬 | 1.54% | +5,000 | 新進 |
| Artemis Wealth Advisors, LLC | 5,000 | $485.8 萬 | 0.92% | +5,000 | 新進 |
| Crown Advisors Management, Inc. | 5,000 | $485.7 萬 | 2.94% | 00.0% | 不變 |
| American Trust Investment Advisors, LLC | 4,978 | $483.6 萬 | 2.30% | −152−3.0% | 減碼 |
| Empirical Finance, LLC | 4,938 | $479.8 萬 | 0.29% | +157+3.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 4,932 | $479.0 萬 | 0.83% | −27−0.5% | 減碼 |
| Plato Investment Management Ltd | 4,925 | $478.5 萬 | 0.49% | +4,233+611.7% | 加碼 |
| Arjuna Capital | 4,918 | $477.8 萬 | 1.35% | +227+4.8% | 加碼 |
| CCM Investment Advisers LLC | 4,911 | $477.1 萬 | 0.57% | −1,264−20.5% | 減碼 |
| Trustmark National Bank Trust Department | 4,865 | $472.7 萬 | 0.39% | +272+5.9% | 加碼 |
| Hohimer Wealth Management, LLC | 4,863 | $472.5 萬 | 1.11% | −4,186−46.3% | 減碼 |
| Global X Japan Co., Ltd. | 4,836 | $469.9 萬 | 1.00% | +3,215+198.3% | 加碼 |
| Harbour Capital Advisors, LLC | 4,854 | $469.5 萬 | 1.16% | −1,126−18.8% | 減碼 |
| Midwest Professional Planners, LTD. | 4,798 | $466.1 萬 | 1.64% | −993−17.1% | 減碼 |
| Intrust Bank NA | 4,748 | $461.3 萬 | 0.49% | −162−3.3% | 減碼 |
| Argent Trust Co | 4,716 | $458.2 萬 | 0.21% | +381+8.8% | 加碼 |
| Nikulski Financial, Inc. | 4,705 | $457.2 萬 | 1.52% | +130+2.8% | 加碼 |
| Cary Street Partners Asset Management LLC | 4,596 | $446.6 萬 | 0.69% | −1,522−24.9% | 減碼 |
| Strategic Financial Services, Inc, | 4,582 | $445.2 萬 | 0.29% | −399−8.0% | 減碼 |
| Tiaa Trust, National Association | 4,569 | $443.9 萬 | 0.01% | +152+3.4% | 加碼 |
| Pacifica Partners Inc. | 4,554 | $442.1 萬 | 1.96% | −306−6.3% | 減碼 |
| Terra Nova Asset Management LLC | 4,538 | $440.9 萬 | 3.51% | +128+2.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,535 | $440.6 萬 | 0.05% | −926−17.0% | 減碼 |
| Twin Capital Management Inc | 4,508 | $438.0 萬 | 0.54% | −396−8.1% | 減碼 |
| Groesbeck Investment Management Corp | 4,469 | $434.2 萬 | 4.62% | +15+0.3% | 加碼 |
| Exchange Traded Concepts, LLC | 4,469 | $434.2 萬 | 0.11% | +656+17.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,406 | $428.1 萬 | 0.56% | +140+3.3% | 加碼 |
| Ballentine Partners, LLC | 4,404 | $427.9 萬 | 0.08% | +104+2.4% | 加碼 |
| PDT Partners, LLC | 4,400 | $427.5 萬 | 0.40% | −1,522−25.7% | 減碼 |
| Impax Asset Management Group plc | 4,394 | $426.9 萬 | 0.02% | −204−4.4% | 減碼 |
| Motley Fool Asset Management LLC | 4,361 | $423.7 萬 | 0.27% | +436+11.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,326 | $420.3 萬 | 0.29% | −369−7.9% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,315 | $419.2 萬 | 0.67% | +217+5.3% | 加碼 |
| Hoylecohen, LLC | 4,304 | $418.2 萬 | 0.32% | −60−1.4% | 減碼 |
| Capital Group Private Client Services, Inc. | 4,285 | $416.3 萬 | 0.04% | +2,456+134.3% | 加碼 |
| Eisler Capital (UK) Ltd. | 4,272 | $415.1 萬 | 0.51% | −10,041−70.2% | 減碼 |
| Sanders Morris Harris LLC | 4,242 | $412.1 萬 | 0.77% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 4,238 | $411.8 萬 | 1.68% | −124−2.8% | 減碼 |
| Integrated Wealth Concepts LLC | 4,223 | $410.3 萬 | 0.06% | +286+7.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,207 | $408.7 萬 | 0.04% | +48+1.2% | 加碼 |
| Monetary Management Group Inc | 4,191 | $407.2 萬 | 1.13% | +80+1.9% | 加碼 |
| Perigon Wealth Management, LLC | 4,190 | $407.2 萬 | 0.12% | −819−16.4% | 減碼 |
| Rockline Wealth Management, LLC | 4,161 | $404.3 萬 | 1.41% | +343+9.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,160 | $404.2 萬 | 0.11% | −12−0.3% | 減碼 |
| Clear Rock Advisors, LLC | 4,138 | $402.0 萬 | 1.75% | −144−3.4% | 減碼 |
| TKG Advisors, LLC | 4,135 | $401.8 萬 | 2.24% | −330−7.4% | 減碼 |
| Arkadios Wealth Advisors | 4,133 | $401.5 萬 | 0.31% | −136−3.2% | 減碼 |
| EP Wealth Advisors, LLC | 4,133 | $401.5 萬 | 0.05% | +924+28.8% | 加碼 |
| Chilton Investment Co LLC | 4,123 | $400.6 萬 | 0.11% | +2,852+224.4% | 加碼 |
| CWM, LLC | 4,122 | $400.5 萬 | 0.02% | +95+2.4% | 加碼 |
| Trust Co of Vermont | 4,093 | $397.7 萬 | 0.22% | −131−3.1% | 減碼 |
| Umpqua Bank | 4,081 | $396.5 萬 | 1.63% | +4,081 | 新進 |
| Dana Investment Advisors, Inc. | 4,080 | $396.4 萬 | 0.13% | +8+0.2% | 加碼 |
| Everence Capital Management Inc | 4,073 | $395.7 萬 | 0.26% | 00.0% | 不變 |
| PKO Investment Management Joint-Stock Co | 4,050 | $395.4 萬 | 0.47% | +4,050 | 新進 |
| Vestcor Inc | 4,066 | $395.0 萬 | 0.14% | −1,461−26.4% | 減碼 |
| Probity Advisors, Inc. | 4,050 | $393.5 萬 | 0.81% | −307−7.0% | 減碼 |
| Viking Fund Management LLC | 4,000 | $388.6 萬 | 0.70% | −3,000−42.9% | 減碼 |
| Mill Capital Management, LLC | 4,000 | $388.6 萬 | 0.32% | −45−1.1% | 減碼 |
| Stiles Financial Services Inc | 3,981 | $387.5 萬 | 1.55% | +109+2.8% | 加碼 |
| Keybank National Association | 3,954 | $384.2 萬 | 0.02% | −27−0.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 3,954 | $384.2 萬 | 0.27% | +3,954 | 新進 |
| GTS Securities LLC | 3,951 | $383.9 萬 | 0.10% | +3,439+671.7% | 加碼 |
| Knollwood Investment Advisory, LLC | 3,940 | $382.8 萬 | 0.69% | 00.0% | 不變 |
| Brown Advisory Inc | 3,899 | $378.8 萬 | 0.01% | −87−2.2% | 減碼 |
| Retireful, LLC | 3,833 | $372.4 萬 | 1.55% | −839−18.0% | 減碼 |