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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 18,316 | $1,950 萬 | 0.20% | +16,904+1,197.2% | 加碼 |
| Burney Co | 18,301 | $1,949 萬 | 0.74% | −983−5.1% | 減碼 |
| Lido Advisors, LLC | 18,138 | $1,935 萬 | 0.16% | +266+1.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,166 | $1,934 萬 | 0.08% | −630−3.4% | 減碼 |
| Shelton Capital Management | 18,156 | $1,933 萬 | 0.53% | +1,024+6.0% | 加碼 |
| Yousif Capital Management, LLC | 17,972 | $1,914 萬 | 0.22% | −826−4.4% | 減碼 |
| Holocene Advisors, LP | 17,961 | $1,913 萬 | 0.08% | −8,418−31.9% | 減碼 |
| Louisiana State Employees Retirement System | 17,800 | $1,895 萬 | 0.37% | −100−0.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 17,775 | $1,893 萬 | 0.32% | +5,366+43.2% | 加碼 |
| Terry L. Blaker | 17,610 | $1,875 萬 | 0.75% | −229−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,196 | $1,831 萬 | 0.06% | −1,299−7.0% | 減碼 |
| Linscomb & Williams, Inc. | 17,120 | $1,823 萬 | 0.94% | −1,700−9.0% | 減碼 |
| South Dakota Investment Council | 16,833 | $1,793 萬 | 0.37% | −133−0.8% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 16,787 | $1,788 萬 | 2.93% | −10−0.1% | 減碼 |
| Great Lakes Advisors, LLC | 16,732 | $1,782 萬 | 0.16% | −3,101−15.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 16,494 | $1,756 萬 | 0.09% | −8,321−33.5% | 減碼 |
| Fifth Third Bancorp | 16,472 | $1,754 萬 | 0.07% | +1,162+7.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 16,332 | $1,738 萬 | 1.26% | +9,978+157.0% | 加碼 |
| HRT Financial LP | 16,049 | $1,709 萬 | 0.10% | +16,049 | 新進 |
| Cozad Asset Management Inc | 15,569 | $1,658 萬 | 1.65% | −245−1.5% | 減碼 |
| Two Sigma Securities, LLC | 15,524 | $1,653 萬 | 0.79% | +15,230+5,180.3% | 加碼 |
| iA Global Asset Management Inc. | 15,473 | $1,648 萬 | 0.31% | −1,862−10.7% | 減碼 |
| SG Americas Securities, LLC | 15,331 | $1,633 萬 | 0.10% | −50,711−76.8% | 減碼 |
| Ethic Inc. | 15,256 | $1,625 萬 | 0.38% | +670+4.6% | 加碼 |
| Covington Investment Advisors Inc. | 15,091 | $1,607 萬 | 2.58% | +1,970+15.0% | 加碼 |
| Sanctuary Advisors, LLC | 17,035 | $1,576 萬 | 0.11% | +17,035 | 新進 |
| BTC Capital Management, Inc. | 14,744 | $1,570 萬 | 1.46% | −212−1.4% | 減碼 |
| Eldred Rock Partners, LLC | 14,740 | $1,570 萬 | 6.56% | −2,231−13.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 14,731 | $1,569 萬 | 0.17% | +1,915+14.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,684 | $1,564 萬 | 0.30% | −720−4.7% | 減碼 |
| Illinois Municipal Retirement Fund | 14,671 | $1,562 萬 | 0.24% | −366−2.4% | 減碼 |
| Ieq Capital, LLC | 14,655 | $1,561 萬 | 0.21% | +799+5.8% | 加碼 |
| First Financial Bankshares Inc | 14,532 | $1,547 萬 | 0.35% | −125−0.9% | 減碼 |
| Empire Life Investments Inc. | 14,465 | $1,540 萬 | 0.97% | −341−2.3% | 減碼 |
| JustInvest LLC | 14,794 | $1,523 萬 | 0.29% | +968+7.0% | 加碼 |
| Sustainable Insight Capital Management, LLC | 14,065 | $1,498 萬 | 7.50% | +4,184+42.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 13,854 | $1,475 萬 | 0.02% | −213−1.5% | 減碼 |
| Empowered Funds, LLC | 13,817 | $1,471 萬 | 0.25% | +7,755+127.9% | 加碼 |
| Advisory Services Network, LLC | 13,559 | $1,444 萬 | 0.30% | +1,642+13.8% | 加碼 |
| Nemes Rush Group LLC | 13,547 | $1,443 萬 | 1.98% | −78−0.6% | 減碼 |
| Wealthfront Advisers LLC | 13,491 | $1,437 萬 | 0.05% | +460+3.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,433 | $1,430 萬 | 0.17% | +595+4.6% | 加碼 |
| Railway Pension Investments Ltd | 13,400 | $1,427 萬 | 0.17% | 00.0% | 不變 |
| Prudential PLC | 13,399 | $1,427 萬 | 0.10% | −1,789−11.8% | 減碼 |
| Matthews International Capital Management LLC | 13,339 | $1,420 萬 | 3.09% | −951−6.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 13,281 | $1,414 萬 | 0.15% | +1,223+10.1% | 加碼 |
| Moran Wealth Management, LLC | 13,216 | $1,407 萬 | 0.46% | +12,753+2,754.4% | 加碼 |
| Means Investment Co., Inc. | 13,200 | $1,406 萬 | 1.68% | +98+0.7% | 加碼 |
| M&T Bank Corp | 13,087 | $1,394 萬 | 0.05% | +438+3.5% | 加碼 |
| King Luther Capital Management Corp | 13,019 | $1,386 萬 | 0.06% | −1,201−8.4% | 減碼 |
| Baker Ellis Asset Management LLC | 13,018 | $1,386 萬 | 2.09% | −477−3.5% | 減碼 |
| LMCG Investments, LLC | 12,549 | $1,336 萬 | 0.78% | −1,531−10.9% | 減碼 |
| Generate Investment Management Ltd | 12,400 | $1,320 萬 | 0.96% | −3,028−19.6% | 減碼 |
| First Citizens Bank & Trust Co | 12,347 | $1,315 萬 | 0.25% | +287+2.4% | 加碼 |
| Intech Investment Management LLC | 12,150 | $1,294 萬 | 0.16% | +371+3.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 12,030 | $1,281 萬 | 0.30% | −489−3.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 12,019 | $1,280 萬 | 0.04% | −50,786−80.9% | 減碼 |
| Capital International Investors | 12,014 | $1,279 萬 | 0.00% | +1,719+16.7% | 加碼 |
| SpiderRock Advisors, LLC | 11,937 | $1,271 萬 | 0.33% | +276+2.4% | 加碼 |
| Bamco Inc | 11,793 | $1,256 萬 | 0.04% | +30.0% | 加碼 |
| Banque Pictet & Cie SA | 11,693 | $1,245 萬 | 0.13% | +1,048+9.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,670 | $1,243 萬 | 0.30% | −3,095−21.0% | 減碼 |
| YHB Investment Advisors, Inc. | 11,609 | $1,236 萬 | 1.06% | −168−1.4% | 減碼 |
| Kestra Advisory Services, LLC | 12,979 | $1,234 萬 | 0.07% | +1,044+8.7% | 加碼 |
| Investment Management Corp of Ontario | 11,579 | $1,233 萬 | 0.33% | +900+8.4% | 加碼 |
| Nilsine Partners, LLC | 11,531 | $1,228 萬 | 1.65% | +27+0.2% | 加碼 |
| Groupama Asset Managment | 23,111 | $1,228 萬 | 0.25% | +13,138+131.7% | 加碼 |
| Berkshire Capital Holdings Inc | 11,380 | $1,212 萬 | 4.90% | +11,370+113,700.0% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 11,300 | $1,203 萬 | 1.42% | +2,500+28.4% | 加碼 |
| Maytus Capital Management, LLC | 11,294 | $1,203 萬 | 4.30% | −1,706−13.1% | 減碼 |
| Steel Peak Wealth Management LLC | 11,271 | $1,203 萬 | 0.57% | +296+2.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 11,246 | $1,198 萬 | 0.24% | +31+0.3% | 加碼 |
| Gateway Investment Advisers LLC | 11,054 | $1,177 萬 | 0.13% | +684+6.6% | 加碼 |
| L & S Advisors Inc | 10,996 | $1,171 萬 | 1.33% | +1,411+14.7% | 加碼 |
| Winmill & Co. Inc | 10,900 | $1,161 萬 | 3.96% | 00.0% | 不變 |
| Summit Street Capital Management, LLC | 10,889 | $1,160 萬 | 4.24% | +1,102+11.3% | 加碼 |
| Systematic Alpha Investments, LLC | 10,889 | $1,160 萬 | 0.44% | 00.0% | 不變 |
| Carderock Capital Management Inc | 10,830 | $1,153 萬 | 3.02% | +347+3.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 10,689 | $1,138 萬 | 0.29% | −397−3.6% | 減碼 |
| Gotham Asset Management, LLC | 10,674 | $1,137 萬 | 0.15% | −311−2.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 10,554 | $1,124 萬 | 0.10% | −297−2.7% | 減碼 |
| Financial Counselors Inc | 10,464 | $1,114 萬 | 0.18% | −50−0.5% | 減碼 |
| Chartwell Investment Partners, LLC | 10,452 | $1,113 萬 | 0.39% | −1,196−10.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,208 | $1,087 萬 | 0.17% | +682+7.2% | 加碼 |
| National Asset Management, Inc. | 10,183 | $1,086 萬 | 0.28% | −12,503−55.1% | 減碼 |
| Maryland State Retirement & Pension System | 10,181 | $1,084 萬 | 0.20% | −152−1.5% | 減碼 |
| Graham Capital Management, L.P. | 10,130 | $1,079 萬 | 0.37% | +8,615+568.6% | 加碼 |
| Baldwin Investment Management, LLC | 10,112 | $1,077 萬 | 1.47% | −18−0.2% | 減碼 |
| Trexquant Investment LP | 10,099 | $1,075 萬 | 0.16% | −1,119−10.0% | 減碼 |
| Mizuho Securities USA LLC | 10,085 | $1,074 萬 | 0.24% | +10,085 | 新進 |
| Marco Investment Management LLC | 10,050 | $1,070 萬 | 0.99% | 00.0% | 不變 |
| Quantbot Technologies LP | 10,042 | $1,069 萬 | 0.52% | +4,711+88.4% | 加碼 |
| NEOS Investment Management LLC | 10,032 | $1,068 萬 | 0.44% | +2,715+37.1% | 加碼 |
| Violich Capital Management, Inc. | 10,000 | $1,065 萬 | 1.44% | 00.0% | 不變 |
| Valley National Advisers Inc | 9,980 | $1,063 萬 | 1.58% | −364−3.5% | 減碼 |
| Raymond James Trust N.A. | 9,898 | $1,054 萬 | 0.25% | −68−0.7% | 減碼 |
| Kentucky Retirement Systems | 9,852 | $1,049 萬 | 0.30% | −104−1.0% | 減碼 |
| Aviance Capital Partners, LLC | 9,847 | $1,049 萬 | 1.49% | +142+1.5% | 加碼 |
| Contravisory Investment Management, Inc. | 9,804 | $1,044 萬 | 2.31% | −127−1.3% | 減碼 |
| Level Four Advisory Services, LLC | 9,709 | $1,034 萬 | 0.47% | −1,113−10.3% | 減碼 |