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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 5,894 | $627.7 萬 | 0.04% | −479−7.5% | 減碼 |
| Bristlecone Advisors, LLC | 5,791 | $616.7 萬 | 0.53% | −15−0.3% | 減碼 |
| Patton Fund Management, Inc. | 5,787 | $616.2 萬 | 1.30% | −1,059−15.5% | 減碼 |
| Blair William & Co | 5,755 | $612.8 萬 | 0.02% | +426+8.0% | 加碼 |
| Park Avenue Securities LLC | 5,733 | $610.5 萬 | 0.07% | −135−2.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,715 | $609.1 萬 | 0.50% | −600−9.5% | 減碼 |
| Norinchukin Bank, The | 5,677 | $604.5 萬 | 0.17% | +53+0.9% | 加碼 |
| Hudson Bay Capital Management LP | 5,660 | $602.7 萬 | 0.05% | +5,660 | 新進 |
| Morton Community Bank | 5,654 | $602.1 萬 | 1.70% | −102−1.8% | 減碼 |
| Jump Financial, LLC | 5,646 | $601.2 萬 | 0.12% | −1,209−17.6% | 減碼 |
| Global X Japan Co., Ltd. | 5,643 | $600.9 萬 | 0.85% | +807+16.7% | 加碼 |
| Motley Fool Asset Management LLC | 5,649 | $599.1 萬 | 0.40% | +1,288+29.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,620 | $598.4 萬 | 0.15% | +170+3.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,607 | $597.1 萬 | 0.40% | +30+0.5% | 加碼 |
| Foundations Investment Advisors, LLC | 5,569 | $593.0 萬 | 0.14% | +4,691+534.3% | 加碼 |
| Bricktown Capital, LLC | 5,500 | $585.7 萬 | 1.19% | +5,500 | 新進 |
| Wealthcare Advisory Partners LLC | 5,466 | $582.1 萬 | 0.18% | −274−4.8% | 減碼 |
| AustralianSuper Pty Ltd | 5,437 | $579.0 萬 | 0.03% | +77+1.4% | 加碼 |
| Vestcor Inc | 5,427 | $577.9 萬 | 0.20% | +1,361+33.5% | 加碼 |
| PDT Partners, LLC | 5,400 | $575.0 萬 | 0.54% | +1,000+22.7% | 加碼 |
| Plato Investment Management Ltd | 5,375 | $572.4 萬 | 0.53% | +450+9.1% | 加碼 |
| Conning Inc. | 5,373 | $572.1 萬 | 0.21% | −409−7.1% | 減碼 |
| Northwest & Ethical Investments L.P. | 5,324 | $566.9 萬 | 0.16% | −115−2.1% | 減碼 |
| Jefferies Financial Group Inc. | 5,271 | $561.3 萬 | 0.11% | −19,029−78.3% | 減碼 |
| Rodgers Brothers Inc. | 5,265 | $560.6 萬 | 0.76% | 00.0% | 不變 |
| Charter Trust Co | 5,259 | $560.0 萬 | 0.37% | −525−9.1% | 減碼 |
| Roanoke Asset Management Corp | 5,242 | $558.2 萬 | 1.84% | −518−9.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 5,213 | $554.9 萬 | 0.96% | +281+5.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,176 | $551.2 萬 | 0.19% | −42−0.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,175 | $551.1 萬 | 0.08% | −4,719−47.7% | 減碼 |
| Optiver Holding B.V. | 5,168 | $550.3 萬 | 0.11% | −18,772−78.4% | 減碼 |
| Cable Hill Partners, LLC | 5,119 | $546.1 萬 | 0.59% | +5,119 | 新進 |
| TrimTabs Asset Management, LLC | 5,127 | $545.9 萬 | 1.36% | +1,547+43.2% | 加碼 |
| Sandler Capital Management | 5,110 | $544.1 萬 | 1.07% | −3,720−42.1% | 減碼 |
| WBI Investments | 5,108 | $543.9 萬 | 1.32% | +4,862+1,976.4% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $532.4 萬 | 3.42% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 4,990 | $531.4 萬 | 0.03% | +2,159+76.3% | 加碼 |
| 1832 Asset Management L.P. | 4,987 | $531.0 萬 | 0.01% | −2,834−36.2% | 減碼 |
| Prospera Financial Services Inc | 4,978 | $530.1 萬 | 0.15% | +4,672+1,526.8% | 加碼 |
| Trustmark National Bank Trust Department | 4,964 | $528.6 萬 | 0.42% | +99+2.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,932 | $525.1 萬 | 0.06% | +397+8.8% | 加碼 |
| Kinneret Advisory, LLC | 4,919 | $524.8 萬 | 0.50% | −704−12.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,914 | $523.3 萬 | 0.40% | +508+11.5% | 加碼 |
| Argent Trust Co | 4,900 | $521.8 萬 | 0.23% | +184+3.9% | 加碼 |
| CCM Investment Advisers LLC | 4,876 | $519.2 萬 | 0.61% | −35−0.7% | 減碼 |
| New Potomac Partners, LLC | 4,841 | $515.5 萬 | 2.82% | −176−3.5% | 減碼 |
| Harbour Capital Advisors, LLC | 4,842 | $513.6 萬 | 1.22% | −12−0.2% | 減碼 |
| Midwest Professional Planners, LTD. | 4,778 | $508.8 萬 | 1.70% | −20−0.4% | 減碼 |
| Avantax Advisory Services, Inc. | 4,775 | $508.4 萬 | 0.04% | +2,460+106.3% | 加碼 |
| Alight Capital Management LP | 4,759 | $506.8 萬 | 1.25% | −241−4.8% | 減碼 |
| Nikulski Financial, Inc. | 4,744 | $505.1 萬 | 1.61% | +39+0.8% | 加碼 |
| American Trust Investment Advisors, LLC | 4,715 | $502.1 萬 | 2.44% | −263−5.3% | 減碼 |
| Penserra Capital Management LLC | 4,696 | $500.0 萬 | 0.06% | −349−6.9% | 減碼 |
| Tiaa Trust, National Association | 4,693 | $499.7 萬 | 0.02% | +124+2.7% | 加碼 |
| Intrust Bank NA | 4,662 | $496.4 萬 | 0.53% | −86−1.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,421 | $487.0 萬 | 0.01% | +751+20.5% | 加碼 |
| TD Private Client Wealth LLC | 4,573 | $487.0 萬 | 0.15% | −509−10.0% | 減碼 |
| Pacifica Partners Inc. | 4,485 | $484.9 萬 | 2.08% | −69−1.5% | 減碼 |
| Ballentine Partners, LLC | 4,546 | $484.1 萬 | 0.09% | +142+3.2% | 加碼 |
| Empirical Finance, LLC | 4,544 | $483.9 萬 | 0.30% | −394−8.0% | 減碼 |
| CWM, LLC | 4,525 | $481.9 萬 | 0.02% | +403+9.8% | 加碼 |
| Summit Global Investments | 4,500 | $479.2 萬 | 0.32% | +2,164+92.6% | 加碼 |
| Cetera Trust Company, N.A | 4,496 | $478.8 萬 | 3.01% | −585−11.5% | 減碼 |
| TKG Advisors, LLC | 4,466 | $475.5 萬 | 2.58% | +331+8.0% | 加碼 |
| Engineers Gate Manager LP | 4,455 | $474.4 萬 | 0.11% | −4,638−51.0% | 減碼 |
| Capital Group Private Client Services, Inc. | 4,428 | $471.5 萬 | 0.05% | +143+3.3% | 加碼 |
| Strategic Financial Services, Inc, | 4,409 | $469.5 萬 | 0.30% | −173−3.8% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 4,400 | $468.5 萬 | 0.30% | +4,400 | 新進 |
| Picton Mahoney Asset Management | 4,395 | $468.0 萬 | 0.20% | −4,528−50.7% | 減碼 |
| Progressive Investment Management Corp | 4,382 | $466.6 萬 | 1.24% | +4,382 | 新進 |
| D. Scott Neal, Inc. | 4,362 | $465.3 萬 | 2.59% | +4,362 | 新進 |
| Geneva Partners, LLC | 4,363 | $464.6 萬 | 1.91% | +2,844+187.2% | 加碼 |
| Hohimer Wealth Management, LLC | 4,354 | $463.6 萬 | 1.08% | −509−10.5% | 減碼 |
| Ossiam | 4,350 | $463.2 萬 | 0.09% | −8,363−65.8% | 減碼 |
| Monetary Management Group Inc | 4,296 | $457.5 萬 | 1.21% | +105+2.5% | 加碼 |
| Eagle Asset Management Inc | 4,296 | $455.6 萬 | 0.02% | +542+14.4% | 加碼 |
| Artemis Wealth Advisors, LLC | 5,000 | $453.5 萬 | 0.80% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,254 | $453.0 萬 | 0.13% | +64+1.5% | 加碼 |
| Integrated Wealth Concepts LLC | 4,244 | $451.9 萬 | 0.06% | +21+0.5% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $451.7 萬 | 0.74% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,217 | $449.0 萬 | 0.30% | −109−2.5% | 減碼 |
| Brown Advisory Inc | 4,205 | $447.8 萬 | 0.01% | +306+7.8% | 加碼 |
| L2 Asset Management, LLC | 4,200 | $447.2 萬 | 1.35% | +380+9.9% | 加碼 |
| Knollwood Investment Advisory, LLC | 4,198 | $447.0 萬 | 0.50% | +258+6.5% | 加碼 |
| Norden Group LLC | 4,194 | $446.6 萬 | 0.90% | +640+18.0% | 加碼 |
| Malaga Cove Capital, LLC | 4,186 | $445.7 萬 | 1.81% | −52−1.2% | 減碼 |
| Umpqua Bank | 4,180 | $445.1 萬 | 1.72% | +99+2.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,161 | $443.1 萬 | 0.11% | +10.0% | 加碼 |
| Rockline Wealth Management, LLC | 4,151 | $442.1 萬 | 1.37% | −10−0.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 4,123 | $439.1 萬 | 0.15% | +977+31.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,117 | $438.4 萬 | 0.05% | −90−2.1% | 減碼 |
| Alpine Woods Capital Investors, LLC | 4,085 | $435.0 萬 | 0.67% | +1,253+44.2% | 加碼 |
| Veriti Management LLC | 4,067 | $433.1 萬 | 0.27% | +508+14.3% | 加碼 |
| Clear Rock Advisors, LLC | 4,056 | $431.9 萬 | 1.85% | −82−2.0% | 減碼 |
| Exchange Traded Concepts, LLC | 4,005 | $426.5 萬 | 0.11% | −464−10.4% | 減碼 |
| Keybank National Association | 4,000 | $425.9 萬 | 0.02% | +46+1.2% | 加碼 |
| Viking Fund Management LLC | 4,000 | $425.9 萬 | 0.76% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,000 | $425.9 萬 | 0.35% | 00.0% | 不變 |
| Groesbeck Investment Management Corp | 3,993 | $425.2 萬 | 5.89% | −476−10.7% | 減碼 |
| J. Safra Sarasin Holding AG | 3,970 | $422.7 萬 | 0.08% | +3,970 | 新進 |