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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 5,163 | $422.5 萬 | 0.42% | +44+0.9% | 加碼 |
| Exchange Traded Concepts, LLC | 5,209 | $425.1 萬 | 0.10% | +1,204+30.1% | 加碼 |
| Roanoke Asset Management Corp | 5,217 | $425.7 萬 | 1.34% | −25−0.5% | 減碼 |
| Sterling Capital Management LLC | 5,226 | $426.5 萬 | 0.06% | +5,226 | 新進 |
| Ameritas Investment Partners, Inc. | 5,229 | $426.7 萬 | 0.14% | +53+1.0% | 加碼 |
| Rodgers Brothers Inc. | 5,265 | $429.7 萬 | 0.55% | 00.0% | 不變 |
| PDT Partners, LLC | 5,301 | $432.6 萬 | 0.38% | −99−1.8% | 減碼 |
| Park Avenue Securities LLC | 5,317 | $433.9 萬 | 0.05% | −416−7.3% | 減碼 |
| American Trust Investment Advisors, LLC | 5,329 | $434.9 萬 | 1.78% | +614+13.0% | 加碼 |
| Kingsview Wealth Management, LLC | 5,333 | $435.3 萬 | 0.09% | −565−9.6% | 減碼 |
| Greenleaf Trust | 5,334 | $435.3 萬 | 0.04% | +1,940+57.2% | 加碼 |
| Argent Trust Co | 5,399 | $440.6 萬 | 0.18% | +499+10.2% | 加碼 |
| Picton Mahoney Asset Management | 5,403 | $440.8 萬 | 0.17% | +1,008+22.9% | 加碼 |
| Brinker Capital Investments, LLC | 5,431 | $443.2 萬 | 0.04% | −907−14.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,431 | $443.2 萬 | 0.04% | −907−14.3% | 減碼 |
| Vestcor Inc | 5,456 | $445.3 萬 | 0.14% | +29+0.5% | 加碼 |
| Morton Community Bank | 5,514 | $450.0 萬 | 1.18% | −140−2.5% | 減碼 |
| Matthews International Capital Management LLC | 5,528 | $451.1 萬 | 0.74% | −7,811−58.6% | 減碼 |
| Plato Investment Management Ltd | 5,566 | $453.8 萬 | 0.37% | +191+3.6% | 加碼 |
| Norden Group LLC | 5,714 | $466.3 萬 | 0.55% | +1,520+36.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,760 | $470.1 萬 | 0.34% | +153+2.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,785 | $472.1 萬 | 0.12% | −11,990−67.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 5,824 | $475.3 萬 | 0.14% | +1,701+41.3% | 加碼 |
| Motley Fool Asset Management LLC | 5,965 | $475.6 萬 | 0.28% | +316+5.6% | 加碼 |
| Horizon Investment Services, LLC | 5,828 | $475.7 萬 | 2.03% | −2,921−33.4% | 減碼 |
| Foundations Investment Advisors, LLC | 5,882 | $480.0 萬 | 0.10% | +313+5.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 5,908 | $482.1 萬 | 0.13% | +2,856+93.6% | 加碼 |
| GWM Advisors LLC | 5,917 | $482.9 萬 | 0.03% | −1,516−20.4% | 減碼 |
| Lathrop Investment Management Corp | 5,940 | $484.8 萬 | 0.90% | −173−2.8% | 減碼 |
| Natixis Advisors, L.P. | 59,861 | $488.5 萬 | 0.01% | −16,039−21.1% | 減碼 |
| Metis Global Partners, LLC | 5,998 | $489.5 萬 | 0.15% | +17+0.3% | 加碼 |
| Two Sigma Securities, LLC | 5,999 | $489.6 萬 | 0.39% | −9,525−61.4% | 減碼 |
| Artemis Wealth Advisors, LLC | 6,000 | $489.6 萬 | 0.86% | +1,000+20.0% | 加碼 |
| PKO Investment Management Joint-Stock Co | 6,000 | $489.6 萬 | 0.60% | +3,800+172.7% | 加碼 |
| Impact Asset Management GmbH | 6,025 | $491.7 萬 | 1.89% | +6,025 | 新進 |
| Fort Sheridan Advisors LLC | 6,068 | $495.2 萬 | 0.75% | +18+0.3% | 加碼 |
| Global X Japan Co., Ltd. | 6,076 | $495.9 萬 | 0.63% | +433+7.7% | 加碼 |
| MAI Capital Management | 6,101 | $497.9 萬 | 0.05% | −3,057−33.4% | 減碼 |
| Shell Asset Management Co | 6,122 | $499.6 萬 | 0.22% | +6,122 | 新進 |
| Soltis Investment Advisors LLC | 6,170 | $503.5 萬 | 0.49% | +9+0.1% | 加碼 |
| Whittier Trust Co | 6,176 | $504.0 萬 | 0.07% | +59+1.0% | 加碼 |
| Socorro Asset Management LP | 6,182 | $504.5 萬 | 1.92% | −1,133−15.5% | 減碼 |
| AMF Pensionsforsakring AB | 6,216 | $507.7 萬 | 0.04% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 6,297 | $513.9 萬 | 0.09% | +25+0.4% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 6,325 | $516.2 萬 | 0.61% | 00.0% | 不變 |
| Benson Investment Management Company, Inc. | 6,350 | $518.2 萬 | 2.05% | +6,350 | 新進 |
| Private Advisor Group, LLC | 6,374 | $520.1 萬 | 0.03% | +480+8.1% | 加碼 |
| New Mexico Educational Retirement Board | 6,393 | $521.7 萬 | 0.18% | −200−3.0% | 減碼 |
| Amica Mutual Insurance Co | 6,546 | $534.2 萬 | 0.52% | −867−11.7% | 減碼 |
| Norinchukin Bank, The | 6,560 | $535.3 萬 | 0.13% | +883+15.6% | 加碼 |
| Pittenger & Anderson Inc | 6,568 | $536.0 萬 | 0.20% | +46+0.7% | 加碼 |
| Integrated Advisors Network LLC | 6,582 | $537.2 萬 | 0.26% | +5,299+413.0% | 加碼 |
| Marshall & Sullivan Inc | 6,603 | $538.9 萬 | 2.59% | −272−4.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,735 | $549.6 萬 | 0.06% | −168−2.4% | 減碼 |
| Conning Inc. | 6,793 | $554.4 萬 | 0.18% | +1,420+26.4% | 加碼 |
| D.A. Davidson & Co. | 6,846 | $558.7 萬 | 0.05% | −114−1.6% | 減碼 |
| Johnson Financial Group, Inc. | 6,851 | $560.6 萬 | 0.26% | +253+3.8% | 加碼 |
| Blair William & Co | 6,932 | $565.7 萬 | 0.02% | +1,177+20.5% | 加碼 |
| Occudo Quantitative Strategies LP | 6,963 | $568.2 萬 | 1.04% | +5,986+612.7% | 加碼 |
| Jefferies Financial Group Inc. | 7,117 | $580.8 萬 | 0.09% | +1,846+35.0% | 加碼 |
| Toronto Dominion Bank | 71,598 | $584.3 萬 | 0.01% | −40,272−36.0% | 減碼 |
| Nomura Holdings Inc | 7,189 | $586.7 萬 | 0.04% | +5,381+297.6% | 加碼 |
| United Capital Financial Advisers, LLC | 7,189 | $586.7 萬 | 0.05% | −139−1.9% | 減碼 |
| Summit Global Investments | 7,208 | $588.2 萬 | 0.37% | +2,708+60.2% | 加碼 |
| Securian Asset Management, Inc | 7,257 | $592.2 萬 | 0.17% | −366−4.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 7,282 | $594.3 萬 | 0.35% | −9,050−55.4% | 減碼 |
| Northwest Bancshares, Inc. | 7,294 | $595.2 萬 | 1.01% | −710−8.9% | 減碼 |
| Optiver Holding B.V. | 7,335 | $598.6 萬 | 0.15% | +2,167+41.9% | 加碼 |
| MML Investors Services, LLC | 7,356 | $600.3 萬 | 0.02% | −884−10.7% | 減碼 |
| River Wealth Advisors LLC | 7,361 | $600.7 萬 | 0.80% | −2,284−23.7% | 減碼 |
| Omers Administration Corp | 7,384 | $602.6 萬 | 0.06% | −2,200−23.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,384 | $602.6 萬 | 0.17% | +799+12.1% | 加碼 |
| E Fund Management Co., Ltd. | 7,395 | $603.5 萬 | 0.31% | +4,699+174.3% | 加碼 |
| Banque Cantonale Vaudoise | 7,450 | $608.0 萬 | 0.25% | −1,076−12.6% | 減碼 |
| Guinness Atkinson Asset Management Inc | 7,495 | $611.7 萬 | 2.98% | −854−10.2% | 減碼 |
| Institute for Wealth Management, LLC. | 7,499 | $612.0 萬 | 0.77% | −24−0.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 7,546 | $615.8 萬 | 0.13% | −29,684−79.7% | 減碼 |
| TownSquare Capital, LLC | 7,591 | $619.5 萬 | 0.07% | +1,310+20.9% | 加碼 |
| Naples Global Advisors, LLC | 7,588 | $620.9 萬 | 0.58% | +162+2.2% | 加碼 |
| Commerce Bank | 7,761 | $633.4 萬 | 0.04% | −39−0.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 7,788 | $635.6 萬 | 1.27% | +147+1.9% | 加碼 |
| Coldstream Capital Management Inc | 9,622 | $635.8 萬 | 0.14% | +2,074+27.5% | 加碼 |
| KWMG, LLC | 7,816 | $637.8 萬 | 0.64% | −77−1.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,865 | $641.8 萬 | 0.34% | +2,150+37.6% | 加碼 |
| Fred Alger Management, LLC | 7,895 | $644.3 萬 | 0.03% | +1,482+23.1% | 加碼 |
| Rench Wealth Management, Inc. | 7,922 | $646.5 萬 | 2.22% | +237+3.1% | 加碼 |
| Sitrin Capital Management LLC | 7,997 | $652.8 萬 | 3.26% | +546+7.3% | 加碼 |
| Mission Wealth Management, LP | 8,024 | $654.8 萬 | 0.16% | +50+0.6% | 加碼 |
| First Citizens Bank & Trust Co | 8,050 | $656.9 萬 | 0.14% | −4,297−34.8% | 減碼 |
| Hartford Investment Management Co | 8,200 | $669.2 萬 | 0.22% | −177−2.1% | 減碼 |
| Insight Wealth Strategies, LLC | 8,270 | $674.9 萬 | 0.89% | +253+3.2% | 加碼 |
| Savoie Capital LLC | 8,280 | $675.7 萬 | 0.83% | +900+12.2% | 加碼 |
| Verition Fund Management LLC | 8,355 | $681.8 萬 | 0.05% | +113+1.4% | 加碼 |
| Marlowe Partners LP | 8,373 | $683.3 萬 | 26.17% | +600+7.7% | 加碼 |
| Bailard, Inc. | 8,412 | $686.5 萬 | 0.18% | +25+0.3% | 加碼 |
| Longbow Finance SA | 8,422 | $687.3 萬 | 0.73% | +8,422 | 新進 |
| Heron Bay Capital Management | 8,430 | $688.0 萬 | 1.45% | −778−8.4% | 減碼 |
| Mizuho Securities USA LLC | 8,454 | $689.9 萬 | 0.15% | −1,631−16.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,493 | $693.1 萬 | 0.74% | +1,301+18.1% | 加碼 |
| Tritonpoint Wealth, LLC | 8,367 | $694.0 萬 | 0.63% | +374+4.7% | 加碼 |