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 3,142 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 2 季 13F 持有人
Lam Research Corp 在 2024/6/30 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
- 1,793
- 較 2024 年第 1 季 +84 家
- 持有股數
- 1.10 億
- 較 2024 年第 1 季 −51.4 萬 (−0.5%)
- 總市值
- $1,165 億
- 較 2024 年第 1 季 +$98.8 億 (+9.3%)
- 新進機構
- 177
- 另有 663 家加碼
- 清倉機構
- 93
- 另有 655 家減碼
另有 23 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | 2,652 | $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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 12,929,760 | $137.7 億 | 0.31% | +757,216+6.2% | 加碼 |
| Vanguard Group Inc | 12,050,489 | $128.3 億 | 0.25% | +193,828+1.6% | 加碼 |
| State Street Corp | 5,792,590 | $61.8 億 | 0.27% | −19,735−0.3% | 減碼 |
| JPMorgan Chase & Co | 4,366,650 | $46.5 億 | 0.40% | −40,018−0.9% | 減碼 |
| FMR LLC | 4,107,695 | $43.7 億 | 0.28% | +424,812+11.5% | 加碼 |
| Ameriprise Financial Inc | 3,096,604 | $33.0 億 | 0.89% | −420,723−12.0% | 減碼 |
| Geode Capital Management, LLC | 3,056,458 | $32.5 億 | 0.29% | +69,754+2.3% | 加碼 |
| Price T Rowe Associates Inc | 2,483,209 | $26.4 億 | 0.32% | −475,942−16.1% | 減碼 |
| Morgan Stanley | 2,055,560 | $21.9 億 | 0.17% | +143,876+7.5% | 加碼 |
| Invesco Ltd. | 1,867,803 | $19.9 億 | 0.42% | +60,144+3.3% | 加碼 |
| Fisher Asset Management, LLC | 1,860,380 | $19.8 億 | 0.86% | −5,461−0.3% | 減碼 |
| Janus Henderson Group PLC | 1,827,784 | $19.5 億 | 1.04% | −121,535−6.2% | 減碼 |
| Norges Bank | 1,813,335 | $19.3 億 | 0.29% | +133,773+8.0% | 加碼 |
| Northern Trust Corp | 1,414,680 | $15.1 億 | 0.25% | +2,118+0.1% | 加碼 |
| Bank of America Corp | 1,296,643 | $13.8 億 | 0.13% | +134,280+11.6% | 加碼 |
| Nuveen Asset Management, LLC | 1,287,566 | $13.7 億 | 0.40% | −221,774−14.7% | 減碼 |
| Amundi | 1,266,211 | $13.7 億 | 0.52% | +143,705+12.8% | 加碼 |
| Massachusetts Financial Services Co | 1,254,188 | $13.4 億 | 0.41% | +89,470+7.7% | 加碼 |
| Bank of New York Mellon Corp | 1,229,035 | $13.1 億 | 0.25% | −140,805−10.3% | 減碼 |
| Sands Capital Management, LLC | 1,149,710 | $12.2 億 | 3.60% | −264,902−18.7% | 減碼 |
| UBS Asset Management Americas Inc | 1,110,536 | $11.8 億 | 0.34% | +154,004+16.1% | 加碼 |
| Goldman Sachs Group Inc | 1,092,522 | $11.6 億 | 0.23% | −92,707−7.8% | 減碼 |
| Van Eck Associates Corp | 1,075,893 | $11.5 億 | 1.63% | +107,778+11.1% | 加碼 |
| Franklin Resources Inc | 1,046,429 | $11.1 億 | 0.34% | +14,953+1.4% | 加碼 |
| Legal & General Group Plc | 978,462 | $10.4 億 | 0.29% | −38,921−3.8% | 減碼 |
| Charles Schwab Investment Management Inc | 811,731 | $8.64 億 | 0.16% | +22,075+2.8% | 加碼 |
| Barclays PLC | 791,019 | $8.42 億 | 0.39% | −34,411−4.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 767,618 | $8.17 億 | 2.76% | +26,800+3.6% | 加碼 |
| Wells Fargo & Company | 656,735 | $6.99 億 | 0.18% | +5,069+0.8% | 加碼 |
| Dimensional Fund Advisors LP | 614,205 | $6.54 億 | 0.17% | +25,362+4.3% | 加碼 |
| UBS Group AG | 612,721 | $6.52 億 | 0.20% | −33,255−5.1% | 減碼 |
| Winslow Capital Management, LLC | 604,460 | $6.44 億 | 2.32% | +49,784+9.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 591,964 | $6.30 億 | 0.55% | +355,302+150.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 554,448 | $5.90 億 | 0.64% | +40,248+7.8% | 加碼 |
| Deutsche Bank AG | 552,426 | $5.88 億 | 0.27% | +31,263+6.0% | 加碼 |
| Royal Bank of Canada | 510,658 | $5.44 億 | 0.13% | +158,886+45.2% | 加碼 |
| HSBC Holdings PLC | 504,816 | $5.39 億 | 0.35% | +30,698+6.5% | 加碼 |
| Artisan Partners Limited Partnership | 502,582 | $5.35 億 | 0.81% | +2,245+0.4% | 加碼 |
| Citigroup Inc | 488,874 | $5.21 億 | 0.50% | +117,214+31.5% | 加碼 |
| Nordea Investment Management AB | 455,642 | $4.88 億 | 0.57% | +10,867+2.4% | 加碼 |
| Coatue Management LLC大師Coatue | 457,443 | $4.87 億 | 1.90% | +12,927+2.9% | 加碼 |
| First Trust Advisors LP | 452,374 | $4.82 億 | 0.49% | −32,814−6.8% | 減碼 |
| Canada Pension Plan Investment Board | 420,117 | $4.47 億 | 0.44% | +8,295+2.0% | 加碼 |
| Pictet Asset Management Holding SA | 395,512 | $4.21 億 | 0.48% | +4,192+1.1% | 加碼 |
| Alkeon Capital Management LLC | 393,046 | $4.19 億 | 2.14% | +100,000+34.1% | 加碼 |
| Swiss National Bank | 388,200 | $4.13 億 | 0.28% | −6,500−1.6% | 減碼 |
| Rafferty Asset Management, LLC | 382,113 | $4.07 億 | 1.51% | −26,794−6.6% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 353,183 | $3.76 億 | 1.74% | 00.0% | 不變 |
| Macquarie Group Ltd | 344,761 | $3.67 億 | 0.42% | −1,641−0.5% | 減碼 |
| Allianz Asset Management GmbH | 339,236 | $3.61 億 | 0.58% | +17,820+5.5% | 加碼 |
| Qube Research & Technologies Ltd | 339,184 | $3.61 億 | 0.67% | +303,894+861.1% | 加碼 |
| TD Asset Management Inc | 318,005 | $3.39 億 | 0.32% | −24,816−7.2% | 減碼 |
| Alliancebernstein L.P. | 314,331 | $3.35 億 | 0.12% | +19,207+6.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 312,879 | $3.33 億 | 0.22% | +649+0.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 312,766 | $3.33 億 | 0.25% | −25,363−7.5% | 減碼 |
| William Blair Investment Management, LLC | 296,781 | $3.16 億 | 0.83% | +41,379+16.2% | 加碼 |
| Mackenzie Financial Corp | 288,704 | $3.07 億 | 0.46% | +460.0% | 加碼 |
| Schroder Investment Management Group | 288,397 | $3.07 億 | 0.34% | +161,224+126.8% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $2.87 億 | 29.35% | 00.0% | 不變 |
| Rhumbline Advisers | 264,915 | $2.82 億 | 0.27% | −4,827−1.8% | 減碼 |
| Envestnet Asset Management Inc | 262,489 | $2.80 億 | 0.10% | −10,578−3.9% | 減碼 |
| National Pension Service | 262,306 | $2.79 億 | 0.32% | +2,085+0.8% | 加碼 |
| Principal Financial Group Inc | 253,835 | $2.70 億 | 0.16% | +13,683+5.7% | 加碼 |
| Voya Investment Management LLC | 250,710 | $2.67 億 | 0.26% | +15,977+6.8% | 加碼 |
| Cincinnati Insurance Co | 249,211 | $2.65 億 | 4.38% | 00.0% | 不變 |
| California Public Employees Retirement System | 240,046 | $2.56 億 | 0.19% | −27,014−10.1% | 減碼 |
| Bank of Montreal | 238,206 | $2.52 億 | 0.13% | −47,724−16.7% | 減碼 |
| Man Group plc | 235,391 | $2.51 億 | 0.66% | +73,556+45.5% | 加碼 |
| Scge Management, L.P. | 235,000 | $2.50 億 | 4.89% | 00.0% | 不變 |
| Boston Partners | 228,258 | $2.43 億 | 0.30% | −32,584−12.5% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 220,541 | $2.35 億 | 0.29% | +18,042+8.9% | 加碼 |
| California State Teachers Retirement System | 213,616 | $2.27 億 | 0.28% | −2,717−1.3% | 減碼 |
| Millennium Management LLC | 210,502 | $2.24 億 | 0.18% | +39,112+22.8% | 加碼 |
| AQR Capital Management LLC | 207,686 | $2.21 億 | 0.34% | +40,907+24.5% | 加碼 |
| Two Sigma Investments, LP | 201,997 | $2.15 億 | 0.51% | +200,797+16,733.1% | 加碼 |
| Jennison Associates LLC | 198,550 | $2.11 億 | 0.14% | +106,317+115.3% | 加碼 |
| CI Private Wealth, LLC | 197,391 | $2.10 億 | 0.37% | −53,955−21.5% | 減碼 |
| Prudential Financial Inc | 194,905 | $2.08 億 | 0.31% | −60,605−23.7% | 減碼 |
| Swedbank AB | 193,936 | $2.07 億 | 0.28% | −4,370−2.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 171,166 | $1.98 億 | 0.76% | −9,758−5.4% | 減碼 |
| Aspex Management (HK) Ltd | 184,961 | $1.97 億 | 4.21% | −28,912−13.5% | 減碼 |
| Victory Capital Management Inc | 176,264 | $1.88 億 | 0.19% | −1,952−1.1% | 減碼 |
| Panagora Asset Management Inc | 175,616 | $1.87 億 | 0.94% | +118,634+208.2% | 加碼 |
| New York State Common Retirement Fund | 174,581 | $1.86 億 | 0.24% | −23,837−12.0% | 減碼 |
| Lord, Abbett & Co. LLC | 174,117 | $1.85 億 | 0.61% | −68,627−28.3% | 減碼 |
| Clearbridge Investments, LLC | 174,051 | $1.85 億 | 0.15% | +2,841+1.7% | 加碼 |
| KBC Group NV | 172,625 | $1.84 億 | 0.56% | +6,341+3.8% | 加碼 |
| Neuberger Berman Group LLC | 169,193 | $1.80 億 | 0.15% | −5,725−3.3% | 減碼 |
| Epoch Investment Partners, Inc. | 164,680 | $1.75 億 | 0.80% | −454−0.3% | 減碼 |
| Tairen Capital Ltd | 163,605 | $1.74 億 | 6.25% | +108,973+199.5% | 加碼 |
| ProShare Advisors LLC | 163,335 | $1.74 億 | 0.47% | −12,319−7.0% | 減碼 |
| Russell Investments Group, Ltd. | 154,185 | $1.64 億 | 0.26% | −1,764−1.1% | 減碼 |
| SEI Investments Co | 146,575 | $1.56 億 | 0.22% | −911−0.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 146,556 | $1.56 億 | 0.29% | −2,300−1.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 143,243 | $1.53 億 | 0.39% | +6,855+5.0% | 加碼 |
| Worldquant Millennium Advisors LLC | 141,772 | $1.51 億 | 1.38% | +73,005+106.2% | 加碼 |
| Standard Life Aberdeen plc | 140,437 | $1.50 億 | 0.29% | +1,148+0.8% | 加碼 |
| National Bank of Canada | 133,965 | $1.42 億 | 0.22% | −21,632−13.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 132,904 | $1.42 億 | 0.28% | −17,955−11.9% | 減碼 |
| Korea Investment CORP | 124,998 | $1.33 億 | 0.34% | +18,155+17.0% | 加碼 |