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 3 季 13F 持有人
Lam Research Corp 在 2024/9/30 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
- 1,469
- 較 2024 年第 2 季 −298 家
- 持有股數
- 1.14 億
- 較 2024 年第 2 季 +1,755 萬 (+18.2%)
- 總市值
- $800.7 億
- 較 2024 年第 2 季 −$225.5 億 (−22.0%)
- 新進機構
- 116
- 另有 599 家加碼
- 清倉機構
- 414
- 另有 526 家減碼
另有 26 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,592,166 | $102.8 億 | 0.22% | +12,592,166 | 新進 |
| Vanguard Group Inc | 12,168,163 | $99.3 億 | 0.18% | +117,674+1.0% | 加碼 |
| State Street Corp | 5,886,676 | $48.2 億 | 0.20% | +94,086+1.6% | 加碼 |
| JPMorgan Chase & Co | 4,261,558 | $34.8 億 | 0.28% | −105,092−2.4% | 減碼 |
| FMR LLC | 3,534,505 | $28.8 億 | 0.18% | −573,190−14.0% | 減碼 |
| Ameriprise Financial Inc | 3,288,189 | $26.8 億 | 0.69% | +191,585+6.2% | 加碼 |
| Geode Capital Management, LLC | 3,120,511 | $25.4 億 | 0.21% | +64,053+2.1% | 加碼 |
| Morgan Stanley | 2,104,188 | $17.2 億 | 0.12% | +48,628+2.4% | 加碼 |
| Norges Bank | 2,072,767 | $16.9 億 | 0.24% | +259,432+14.3% | 加碼 |
| Fisher Asset Management, LLC | 1,871,473 | $15.3 億 | 0.63% | +11,093+0.6% | 加碼 |
| Invesco Ltd. | 1,669,962 | $13.6 億 | 0.26% | −197,841−10.6% | 減碼 |
| Van Eck Associates Corp | 16,081,071 | $11.7 億 | 1.46% | +15,005,178+1,394.7% | 加碼 |
| Northern Trust Corp | 1,359,837 | $11.1 億 | 0.18% | −54,843−3.9% | 減碼 |
| Bank of America Corp | 1,261,321 | $10.3 億 | 0.09% | −35,322−2.7% | 減碼 |
| Bank of New York Mellon Corp | 1,227,300 | $10.0 億 | 0.19% | −1,735−0.1% | 減碼 |
| Nuveen Asset Management, LLC | 1,220,789 | $9.97 億 | 0.28% | −66,777−5.2% | 減碼 |
| Goldman Sachs Group Inc | 1,215,944 | $9.92 億 | 0.19% | +123,422+11.3% | 加碼 |
| Legal & General Group Plc | 1,069,372 | $8.73 億 | 0.23% | +90,910+9.3% | 加碼 |
| Massachusetts Financial Services Co | 978,775 | $7.99 億 | 0.24% | −275,413−22.0% | 減碼 |
| Sands Capital Management, LLC | 824,114 | $6.73 億 | 2.04% | −325,596−28.3% | 減碼 |
| Charles Schwab Investment Management Inc | 822,599 | $6.71 億 | 0.13% | +10,868+1.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 809,799 | $6.61 億 | 2.07% | +42,181+5.5% | 加碼 |
| UBS Group AG | 756,398 | $6.17 億 | 0.17% | +143,677+23.4% | 加碼 |
| Price T Rowe Associates Inc | 709,140 | $5.79 億 | 0.07% | −1,774,069−71.4% | 減碼 |
| Pictet Asset Management Holding SA | 708,969 | $5.79 億 | 0.64% | +313,457+79.3% | 加碼 |
| Barclays PLC | 662,850 | $5.41 億 | 0.24% | −128,169−16.2% | 減碼 |
| Dimensional Fund Advisors LP | 644,983 | $5.26 億 | 0.13% | +30,778+5.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 632,259 | $5.16 億 | 0.44% | +40,295+6.8% | 加碼 |
| Wells Fargo & Company | 624,205 | $5.09 億 | 0.12% | −32,530−5.0% | 減碼 |
| First Trust Advisors LP | 605,535 | $4.94 億 | 0.47% | +153,161+33.9% | 加碼 |
| Citigroup Inc | 575,059 | $4.69 億 | 0.43% | +86,185+17.6% | 加碼 |
| Qube Research & Technologies Ltd | 533,541 | $4.35 億 | 0.80% | +194,357+57.3% | 加碼 |
| Royal Bank of Canada | 532,423 | $4.34 億 | 0.10% | +21,765+4.3% | 加碼 |
| Winslow Capital Management, LLC | 495,467 | $4.04 億 | 1.45% | −108,993−18.0% | 減碼 |
| Rafferty Asset Management, LLC | 485,860 | $3.97 億 | 1.36% | +103,747+27.2% | 加碼 |
| Nordea Investment Management AB | 447,575 | $3.66 億 | 0.42% | −8,067−1.8% | 減碼 |
| Alkeon Capital Management LLC | 442,967 | $3.61 億 | 1.98% | +49,921+12.7% | 加碼 |
| Coatue Management LLC大師Coatue | 404,637 | $3.30 億 | 1.23% | −52,806−11.5% | 減碼 |
| Deutsche Bank AG | 395,727 | $3.23 億 | 0.13% | −156,699−28.4% | 減碼 |
| Swiss National Bank | 388,100 | $3.17 億 | 0.21% | −1000.0% | 減碼 |
| Schroder Investment Management Group | 370,207 | $3.02 億 | 0.31% | +81,810+28.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 353,183 | $2.88 億 | 1.23% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 341,900 | $2.79 億 | 0.65% | +233,500+215.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 340,855 | $2.78 億 | 0.19% | +28,089+9.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 312,436 | $2.55 億 | 0.16% | −443−0.1% | 減碼 |
| William Blair Investment Management, LLC | 309,482 | $2.53 億 | 0.62% | +12,701+4.3% | 加碼 |
| Alliancebernstein L.P. | 283,816 | $2.32 億 | 0.08% | −30,515−9.7% | 減碼 |
| Bridgewater Associates, LP | 276,052 | $2.25 億 | 1.28% | +209,537+315.0% | 加碼 |
| Oaktop Capital Management II, L.P. | 269,146 | $2.20 億 | 23.97% | 00.0% | 不變 |
| Two Sigma Investments, LP | 262,103 | $2.14 億 | 0.48% | +60,106+29.8% | 加碼 |
| Rhumbline Advisers | 260,120 | $2.12 億 | 0.19% | −4,795−1.8% | 減碼 |
| Bank of Montreal | 253,965 | $2.10 億 | 0.10% | +15,759+6.6% | 加碼 |
| Principal Financial Group Inc | 250,105 | $2.04 億 | 0.11% | −3,730−1.5% | 減碼 |
| Cincinnati Insurance Co | 249,211 | $2.03 億 | 3.41% | 00.0% | 不變 |
| Jennison Associates LLC | 238,275 | $1.94 億 | 0.12% | +39,725+20.0% | 加碼 |
| Panagora Asset Management Inc | 233,561 | $1.91 億 | 0.91% | +57,945+33.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230,958 | $1.88 億 | 0.20% | +10,417+4.7% | 加碼 |
| California Public Employees Retirement System | 229,432 | $1.87 億 | 0.13% | −10,614−4.4% | 減碼 |
| Mackenzie Financial Corp | 227,339 | $1.86 億 | 0.26% | −61,365−21.3% | 減碼 |
| Millennium Management LLC | 218,585 | $1.78 億 | 0.15% | +8,083+3.8% | 加碼 |
| Worldquant Millennium Advisors LLC | 215,420 | $1.76 億 | 1.29% | +73,648+51.9% | 加碼 |
| California State Teachers Retirement System | 212,572 | $1.73 億 | 0.20% | −1,044−0.5% | 減碼 |
| UBS Asset Management Americas Inc | 209,374 | $1.71 億 | 0.04% | −901,162−81.1% | 減碼 |
| Macquarie Group Ltd | 204,162 | $1.67 億 | 0.18% | −140,599−40.8% | 減碼 |
| Man Group plc | 198,374 | $1.62 億 | 0.46% | −37,017−15.7% | 減碼 |
| Swedbank AB | 193,159 | $1.58 億 | 0.20% | −777−0.4% | 減碼 |
| Agf Management Ltd | 190,272 | $1.55 億 | 0.79% | +87,584+85.3% | 加碼 |
| Nomura Asset Management Co Ltd | 2,753 | $1.55 億 | 0.48% | −110,223−97.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 189,071 | $1.54 億 | 0.38% | +45,828+32.0% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 168,622 | $1.54 億 | 0.52% | −2,544−1.5% | 減碼 |
| Neuberger Berman Group LLC | 186,232 | $1.52 億 | 0.12% | +17,039+10.1% | 加碼 |
| CI Private Wealth, LLC | 180,053 | $1.47 億 | 0.23% | −17,338−8.8% | 減碼 |
| National Bank of Canada | 179,343 | $1.46 億 | 0.20% | +45,378+33.9% | 加碼 |
| Heard Capital LLC | 172,913 | $1.41 億 | 7.91% | +68,280+65.3% | 加碼 |
| ProShare Advisors LLC | 172,262 | $1.41 億 | 0.34% | +8,927+5.5% | 加碼 |
| Amundi | 168,078 | $1.37 億 | 0.05% | −1,098,133−86.7% | 減碼 |
| Epoch Investment Partners, Inc. | 166,184 | $1.36 億 | 0.61% | +1,504+0.9% | 加碼 |
| Russell Investments Group, Ltd. | 165,843 | $1.36 億 | 0.20% | +11,658+7.6% | 加碼 |
| Canada Pension Plan Investment Board | 163,245 | $1.33 億 | 0.13% | −256,872−61.1% | 減碼 |
| Prudential Financial Inc | 161,971 | $1.32 億 | 0.19% | −32,934−16.9% | 減碼 |
| New York State Common Retirement Fund | 161,881 | $1.32 億 | 0.18% | −12,700−7.3% | 減碼 |
| DnB Asset Management AS | 161,696 | $1.32 億 | 0.60% | +119,991+287.7% | 加碼 |
| Allianz Asset Management GmbH | 375,490 | $1.28 億 | 0.20% | +36,254+10.7% | 加碼 |
| SEI Investments Co | 151,551 | $1.24 億 | 0.16% | +4,976+3.4% | 加碼 |
| Standard Life Aberdeen plc | 140,475 | $1.14 億 | 0.21% | +380.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 139,056 | $1.13 億 | 0.20% | −7,500−5.1% | 減碼 |
| Victory Capital Management Inc | 137,673 | $1.12 億 | 0.11% | −38,591−21.9% | 減碼 |
| KBC Group NV | 136,467 | $1.11 億 | 0.34% | −36,158−20.9% | 減碼 |
| Natixis | 131,158 | $1.07 億 | 0.65% | +23,805+22.2% | 加碼 |
| Great West Life Assurance Co | 129,995 | $1.06 億 | 0.19% | +6,485+5.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 129,865 | $1.06 億 | 0.20% | −3,039−2.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 126,261 | $1.04 億 | 0.46% | +21,117+20.1% | 加碼 |
| Citadel Advisors LLC | 124,403 | $1.02 億 | 0.11% | +51,483+70.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 124,341 | $1.01 億 | 0.09% | +5,951+5.0% | 加碼 |
| Voya Investment Management LLC | 123,346 | $1.01 億 | 0.10% | −127,364−50.8% | 減碼 |
| Voloridge Investment Management, LLC | 121,296 | $9,899 萬 | 0.36% | +121,296 | 新進 |
| Vontobel Holding Ltd. | 120,736 | $9,853 萬 | 0.32% | +33,489+38.4% | 加碼 |
| Korea Investment CORP | 119,873 | $9,783 萬 | 0.23% | −5,125−4.1% | 減碼 |
| Erste Asset Management GmbH | 117,234 | $9,648 萬 | 1.16% | +3,299+2.9% | 加碼 |
| AQR Capital Management LLC | 118,064 | $9,635 萬 | 0.13% | −89,622−43.2% | 減碼 |