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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 43,991 | $4,684 萬 | 0.11% | −2,901−6.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 43,410 | $4,623 萬 | 0.76% | −6,377−12.8% | 減碼 |
| QRG Capital Management, Inc. | 43,328 | $4,614 萬 | 0.55% | −5,219−10.8% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 43,131 | $4,593 萬 | 1.94% | +25,864+149.8% | 加碼 |
| AXA S.A. | 42,230 | $4,497 萬 | 0.13% | +5,155+13.9% | 加碼 |
| Laurion Capital Management LP | 41,787 | $4,450 萬 | 1.45% | +1,346+3.3% | 加碼 |
| DnB Asset Management AS | 41,705 | $4,441 萬 | 0.21% | +5,488+15.2% | 加碼 |
| Baird Financial Group, Inc. | 41,146 | $4,381 萬 | 0.09% | +5,326+14.9% | 加碼 |
| APG Asset Management US Inc. | 41,144 | $4,364 萬 | 0.25% | +832+2.1% | 加碼 |
| MetLife Investment Management | 40,933 | $4,359 萬 | 0.26% | +5,068+14.1% | 加碼 |
| Lazard Asset Management LLC | 40,675 | $4,331 萬 | 0.05% | +11,347+38.7% | 加碼 |
| Delta Global Management LP | 40,015 | $4,261 萬 | 2.83% | +40,015 | 新進 |
| UniSuper Management Pty Ltd | 39,540 | $4,210 萬 | 0.35% | +4,519+12.9% | 加碼 |
| Commonwealth Equity Services, LLC | 39,206 | $4,175 萬 | 0.07% | −1,094−2.7% | 減碼 |
| Renaissance Group LLC | 38,705 | $4,121 萬 | 1.61% | −939−2.4% | 減碼 |
| Glenmede Trust Co NA | 38,698 | $4,121 萬 | 0.21% | −2,352−5.7% | 減碼 |
| Nicholas Company, Inc. | 38,550 | $4,105 萬 | 0.68% | −4,045−9.5% | 減碼 |
| State of Michigan Retirement System | 38,380 | $4,087 萬 | 0.21% | +200+0.5% | 加碼 |
| CIBC Asset Management Inc | 38,372 | $4,086 萬 | 0.15% | −507−1.3% | 減碼 |
| NewEdge Wealth, LLC | 38,186 | $4,066 萬 | 0.88% | +165+0.4% | 加碼 |
| Arizona State Retirement System | 38,008 | $4,047 萬 | 0.27% | +187+0.5% | 加碼 |
| Harbor Island Capital LLC | 37,802 | $4,025 萬 | 17.33% | −170−0.4% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 37,500 | $3,993 萬 | 1.36% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 37,230 | $3,964 萬 | 0.89% | +2,734+7.9% | 加碼 |
| Cerity Partners LLC | 36,974 | $3,937 萬 | 0.11% | −1,692−4.4% | 減碼 |
| Calamos Advisors LLC | 36,707 | $3,909 萬 | 0.19% | −546−1.5% | 減碼 |
| Squarepoint Ops LLC | 36,674 | $3,905 萬 | 0.15% | −44,149−54.6% | 減碼 |
| Forsta Ap-Fonden | 36,600 | $3,897 萬 | 0.35% | −4,500−10.9% | 減碼 |
| Neville Rodie & Shaw Inc | 36,287 | $3,864 萬 | 2.93% | +110.0% | 加碼 |
| Braun Stacey Associates Inc | 36,217 | $3,857 萬 | 1.49% | −797−2.2% | 減碼 |
| TCW Group Inc | 36,145 | $3,849 萬 | 0.34% | −1,403−3.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 36,038 | $3,838 萬 | 0.05% | −2,819−7.3% | 減碼 |
| Thrivent Financial for Lutherans | 35,655 | $3,797 萬 | 0.08% | +2,288+6.9% | 加碼 |
| Comerica Bank | 34,532 | $3,677 萬 | 0.15% | −1,852−5.1% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,375 | $3,662 萬 | 0.38% | +7,760+29.2% | 加碼 |
| Swiss Life Asset Management Ltd | 33,913 | $3,611 萬 | 0.43% | +2,169+6.8% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 33,536 | $3,577 萬 | 0.89% | −264−0.8% | 減碼 |
| Liontrust Investment Partners LLP | 32,500 | $3,461 萬 | 0.49% | −2,500−7.1% | 減碼 |
| Woodline Partners LP | 32,194 | $3,428 萬 | 0.33% | +32,194 | 新進 |
| USS Investment Management Ltd | 32,196 | $3,427 萬 | 0.27% | +175+0.5% | 加碼 |
| Xponance, Inc. | 32,084 | $3,416 萬 | 0.35% | +454+1.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 30,835 | $3,284 萬 | 0.28% | +19,552+173.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 30,693 | $3,268 萬 | 0.25% | +30,193+6,038.6% | 加碼 |
| Wealth Architects, LLC | 30,261 | $3,222 萬 | 3.94% | +30,034+13,230.8% | 加碼 |
| McGuire Investment Group, LLC | 29,988 | $3,193 萬 | 4.58% | −1,869−5.9% | 減碼 |
| Assetmark, Inc | 29,553 | $3,147 萬 | 0.10% | +7,499+34.0% | 加碼 |
| Rockefeller Capital Management L.P. | 29,514 | $3,142 萬 | 0.09% | −9,020−23.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 29,493 | $3,141 萬 | 0.25% | −3,907−11.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 29,385 | $3,129 萬 | 0.39% | −150−0.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 29,123 | $3,101 萬 | 0.04% | +15,079+107.4% | 加碼 |
| Retirement Systems of Alabama | 28,840 | $3,071 萬 | 0.12% | −97−0.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,717 | $3,058 萬 | 0.20% | −64−0.2% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 28,526 | $3,038 萬 | 0.34% | +28,526 | 新進 |
| Cetera Investment Advisers | 28,382 | $3,022 萬 | 0.07% | +585+2.1% | 加碼 |
| Arvest Trust Co N A | 28,148 | $2,997 萬 | 1.78% | −1,455−4.9% | 減碼 |
| Andra AP-fonden | 28,100 | $2,992 萬 | 0.50% | +4,600+19.6% | 加碼 |
| Amalgamated Bank | 28,098 | $2,992 萬 | 0.25% | −443−1.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 28,020 | $2,984 萬 | 0.57% | −1,442−4.9% | 減碼 |
| Artemis Investment Management LLP | 27,911 | $2,972 萬 | 0.40% | −3,760−11.9% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $2,952 萬 | 0.64% | 00.0% | 不變 |
| Huntington National Bank | 27,465 | $2,925 萬 | 0.23% | +498+1.8% | 加碼 |
| Rokos Capital Management LLP | 27,394 | $2,914 萬 | 0.67% | +27,394 | 新進 |
| IFM Investors Pty Ltd | 27,249 | $2,902 萬 | 0.29% | +57+0.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 27,248 | $2,901 萬 | 0.07% | +1,028+3.9% | 加碼 |
| Pathstone Holdings, LLC | 27,009 | $2,877 萬 | 0.13% | −961−3.4% | 減碼 |
| Wellington Management Group LLP | 26,497 | $2,822 萬 | 0.01% | −7,312−21.6% | 減碼 |
| CIBC World Markets Corp | 26,367 | $2,808 萬 | 0.18% | −45,120−63.1% | 減碼 |
| Capco Asset Management, LLC | 26,208 | $2,791 萬 | 6.60% | +340+1.3% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 25,783 | $2,746 萬 | 1.69% | −151−0.6% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 25,110 | $2,678 萬 | 1.18% | +1,170+4.9% | 加碼 |
| J. Goldman & Co LP | 25,014 | $2,664 萬 | 0.99% | +25,014 | 新進 |
| Alberta Investment Management Corp | 24,956 | $2,657 萬 | 0.28% | −6,901−21.7% | 減碼 |
| Daiwa Securities Group Inc. | 24,949 | $2,657 萬 | 0.14% | −6,035−19.5% | 減碼 |
| Czech National Bank | 24,914 | $2,653 萬 | 0.30% | +1,847+8.0% | 加碼 |
| Transform Wealth, LLC | 24,579 | $2,622 萬 | 1.97% | +570+2.4% | 加碼 |
| Stephens Inc | 23,750 | $2,529 萬 | 0.39% | −31−0.1% | 減碼 |
| State of Alaska, Department of Revenue | 22,932 | $2,442 萬 | 0.27% | +3,750+19.5% | 加碼 |
| Hosking Partners LLP | 22,513 | $2,397 萬 | 0.89% | +1,407+6.7% | 加碼 |
| Pacer Advisors, Inc. | 22,304 | $2,375 萬 | 0.05% | −815−3.5% | 減碼 |
| Advisor Group Holdings, Inc. | 22,226 | $2,368 萬 | 0.06% | +4,040+22.2% | 加碼 |
| PGGM Investments | 22,093 | $2,353 萬 | 0.34% | +3,986+22.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 21,923 | $2,334 萬 | 0.34% | +201+0.9% | 加碼 |
| Banco Santander, S.A. | 21,851 | $2,327 萬 | 0.29% | +13,669+167.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 21,774 | $2,319 萬 | 0.37% | −208−0.9% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 21,287 | $2,290 萬 | 1.91% | −847−3.8% | 減碼 |
| Utah Retirement Systems | 21,487 | $2,288 萬 | 0.27% | −1,361−6.0% | 減碼 |
| Profund Advisors LLC | 21,365 | $2,275 萬 | 0.84% | +1,189+5.9% | 加碼 |
| CBOE Vest Financial, LLC | 21,333 | $2,272 萬 | 0.54% | +1,706+8.7% | 加碼 |
| Gradient Investments LLC | 21,100 | $2,247 萬 | 0.50% | +2,140+11.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 20,627 | $2,197 萬 | 0.08% | +3,434+20.0% | 加碼 |
| Baker Avenue Asset Management, LP | 20,584 | $2,192 萬 | 0.75% | −577−2.7% | 減碼 |
| Gratus Capital LLC | 20,568 | $2,190 萬 | 0.88% | +564+2.8% | 加碼 |
| Leuthold Group, LLC | 20,497 | $2,183 萬 | 2.52% | −3,438−14.4% | 減碼 |
| Achmea Investment Management B.V. | 20,448 | $2,177 萬 | 0.39% | +2,427+13.5% | 加碼 |
| Mutual of America Capital Management LLC | 20,411 | $2,173 萬 | 0.24% | +540+2.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,287 | $2,160 萬 | 0.09% | −3,021−13.0% | 減碼 |
| M&G Plc | 20,231 | $2,155 萬 | 0.13% | −5,102−20.1% | 減碼 |
| CIBC World Markets Inc. | 19,975 | $2,127 萬 | 0.05% | −177−0.9% | 減碼 |
| New York Life Investment Management LLC | 19,948 | $2,124 萬 | 0.21% | +100+0.5% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,862 | $2,115 萬 | 5.03% | +400+2.1% | 加碼 |