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 |
|---|---|---|---|---|---|
| Burney Co | 17,710 | $1,445 萬 | 0.51% | −591−3.2% | 減碼 |
| Gotham Asset Management, LLC | 17,743 | $1,448 萬 | 0.15% | +7,069+66.2% | 加碼 |
| Yousif Capital Management, LLC | 17,789 | $1,452 萬 | 0.16% | −183−1.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 18,155 | $1,482 萬 | 0.06% | −11−0.1% | 減碼 |
| Sustainable Insight Capital Management, LLC | 18,265 | $1,491 萬 | 6.76% | +4,200+29.9% | 加碼 |
| Gradient Investments LLC | 18,482 | $1,508 萬 | 0.31% | −2,618−12.4% | 減碼 |
| Hosking Partners LLP | 18,905 | $1,543 萬 | 0.59% | −3,608−16.0% | 減碼 |
| Profund Advisors LLC | 19,132 | $1,561 萬 | 0.59% | −2,233−10.5% | 減碼 |
| HighPoint Advisor Group LLC | 19,142 | $1,562 萬 | 0.91% | +17,045+812.8% | 加碼 |
| Banco Santander, S.A. | 19,175 | $1,568 萬 | 0.18% | −2,676−12.2% | 減碼 |
| State of Alaska, Department of Revenue | 19,267 | $1,572 萬 | 0.17% | −3,665−16.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 19,338 | $1,578 萬 | 0.02% | +5,484+39.6% | 加碼 |
| New York Life Investment Management LLC | 19,411 | $1,584 萬 | 0.15% | −537−2.7% | 減碼 |
| Mutual of America Capital Management LLC | 19,707 | $1,608 萬 | 0.17% | −704−3.4% | 減碼 |
| Baker Avenue Asset Management, LP | 20,168 | $1,646 萬 | 0.52% | −416−2.0% | 減碼 |
| Generate Investment Management Ltd | 20,182 | $1,647 萬 | 1.10% | +7,782+62.8% | 加碼 |
| CIBC World Markets Corp | 20,578 | $1,679 萬 | 0.12% | −5,789−22.0% | 減碼 |
| Advisor Group Holdings, Inc. | 20,763 | $1,696 萬 | 0.04% | −1,463−6.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 210,747 | $1,720 萬 | 0.25% | +188,973+867.9% | 加碼 |
| Engineers Gate Manager LP | 21,182 | $1,729 萬 | 0.34% | +16,727+375.5% | 加碼 |
| Aquatic Capital Management LLC | 21,240 | $1,733 萬 | 0.45% | +21,240 | 新進 |
| Utah Retirement Systems | 21,587 | $1,762 萬 | 0.20% | +100+0.5% | 加碼 |
| Balyasny Asset Management LLC | 21,945 | $1,791 萬 | 0.05% | +21,223+2,939.5% | 加碼 |
| Arvest Bank Trust Division | 22,186 | $1,811 萬 | 1.04% | +22,186 | 新進 |
| Schonfeld Strategic Advisors LLC | 22,299 | $1,820 萬 | 0.15% | −8,394−27.3% | 減碼 |
| PGGM Investments | 22,621 | $1,846 萬 | 0.24% | +528+2.4% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 232,901 | $1,930 萬 | 1.55% | +211,614+994.1% | 加碼 |
| Wellington Management Group LLP | 24,124 | $1,969 萬 | 0.00% | −2,373−9.0% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 24,160 | $1,977 萬 | 0.85% | −950−3.8% | 減碼 |
| Pacer Advisors, Inc. | 24,366 | $1,988 萬 | 0.04% | +2,062+9.2% | 加碼 |
| M&G Plc | 24,662 | $2,012 萬 | 0.10% | +4,431+21.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,397 | $2,073 萬 | 0.07% | +4,770+23.1% | 加碼 |
| Achmea Investment Management B.V. | 25,688 | $2,096 萬 | 0.35% | +5,240+25.6% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 25,787 | $2,110 萬 | 0.49% | −7,749−23.1% | 減碼 |
| Thrivent Financial for Lutherans | 25,977 | $2,120 萬 | 0.04% | −9,678−27.1% | 減碼 |
| Capco Asset Management, LLC | 25,984 | $2,121 萬 | 4.90% | −224−0.9% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 26,065 | $2,127 萬 | 1.21% | +282+1.1% | 加碼 |
| Pathstone Holdings, LLC | 26,319 | $2,148 萬 | 0.10% | −690−2.6% | 減碼 |
| Wealth Architects, LLC | 26,540 | $2,166 萬 | 2.45% | −3,721−12.3% | 減碼 |
| Czech National Bank | 26,559 | $2,167 萬 | 0.22% | +1,645+6.6% | 加碼 |
| Lido Advisors, LLC | 26,663 | $2,176 萬 | 0.16% | +8,525+47.0% | 加碼 |
| IFM Investors Pty Ltd | 27,065 | $2,209 萬 | 0.21% | −184−0.7% | 減碼 |
| Colony Group, LLC | 27,336 | $2,231 萬 | 0.07% | −78,462−74.2% | 減碼 |
| Artemis Investment Management LLP | 27,455 | $2,241 萬 | 0.34% | −456−1.6% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $2,263 萬 | 0.49% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 27,733 | $2,263 萬 | 0.44% | −287−1.0% | 減碼 |
| Empire Life Investments Inc. | 27,767 | $2,266 萬 | 1.38% | +13,302+92.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 30,277 | $2,297 萬 | 0.16% | −558−1.8% | 減碼 |
| Huntington National Bank | 28,235 | $2,304 萬 | 0.17% | +770+2.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,382 | $2,316 萬 | 0.15% | −335−1.2% | 減碼 |
| Crestwood Advisors Group LLC | 28,389 | $2,317 萬 | 0.44% | +27,106+2,112.7% | 加碼 |
| Retirement Systems of Alabama | 28,613 | $2,335 萬 | 0.09% | −227−0.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,626 | $2,336 萬 | 0.24% | +28,626 | 新進 |
| Amalgamated Bank | 28,843 | $2,354 萬 | 0.19% | +745+2.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 29,379 | $2,398 萬 | 0.28% | −60.0% | 減碼 |
| McGuire Investment Group, LLC | 29,451 | $2,403 萬 | 3.38% | −537−1.8% | 減碼 |
| Renaissance Technologies LLC | 29,557 | $2,412 萬 | 0.04% | −15,799−34.8% | 減碼 |
| USS Investment Management Ltd | 30,012 | $2,449 萬 | 0.18% | −2,184−6.8% | 減碼 |
| TCW Group Inc | 30,619 | $2,499 萬 | 0.22% | −5,526−15.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,079 | $2,536 萬 | 0.25% | −3,296−9.6% | 減碼 |
| Lazard Asset Management LLC | 31,318 | $2,556 萬 | 0.03% | −9,357−23.0% | 減碼 |
| Assetmark, Inc | 31,432 | $2,565 萬 | 0.07% | +1,879+6.4% | 加碼 |
| Xponance, Inc. | 31,718 | $2,588 萬 | 0.25% | −366−1.1% | 減碼 |
| Comerica Bank | 31,781 | $2,594 萬 | 0.10% | −2,751−8.0% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 32,200 | $2,628 萬 | 0.97% | −5,300−14.1% | 減碼 |
| Braun Stacey Associates Inc | 32,630 | $2,663 萬 | 1.01% | −3,587−9.9% | 減碼 |
| Calamos Advisors LLC | 33,199 | $2,709 萬 | 0.13% | −3,508−9.6% | 減碼 |
| Swiss Life Asset Management Ltd | 33,888 | $2,765 萬 | 0.31% | −25−0.1% | 減碼 |
| Neville Rodie & Shaw Inc | 35,443 | $2,892 萬 | 2.13% | −844−2.3% | 減碼 |
| Harbor Island Capital LLC | 36,090 | $2,945 萬 | 13.93% | −1,712−4.5% | 減碼 |
| Glenmede Trust Co NA | 36,844 | $3,007 萬 | 0.14% | −1,854−4.8% | 減碼 |
| Toroso Investments, LLC | 37,420 | $3,054 萬 | 0.34% | +30,077+409.6% | 加碼 |
| Arizona State Retirement System | 37,439 | $3,055 萬 | 0.19% | −569−1.5% | 減碼 |
| Cerity Partners LLC | 37,551 | $3,064 萬 | 0.07% | +577+1.6% | 加碼 |
| State of Michigan Retirement System | 38,080 | $3,108 萬 | 0.15% | −300−0.8% | 減碼 |
| Rockefeller Capital Management L.P. | 38,140 | $3,113 萬 | 0.08% | +8,626+29.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 38,673 | $3,156 萬 | 0.55% | −4,737−10.9% | 減碼 |
| Guinness Asset Management LTD | 39,207 | $3,200 萬 | 0.61% | −5,284−11.9% | 減碼 |
| Renaissance Group LLC | 39,546 | $3,227 萬 | 1.33% | +841+2.2% | 加碼 |
| MetLife Investment Management | 39,858 | $3,253 萬 | 0.19% | −1,075−2.6% | 減碼 |
| CIBC Asset Management Inc | 40,423 | $3,299 萬 | 0.11% | +2,051+5.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 41,242 | $3,366 萬 | 0.04% | +5,204+14.4% | 加碼 |
| Federated Hermes, Inc. | 41,593 | $3,394 萬 | 0.07% | −2,398−5.5% | 減碼 |
| NewEdge Wealth, LLC | 41,661 | $3,400 萬 | 0.61% | +3,475+9.1% | 加碼 |
| Truist Financial Corp | 42,004 | $3,428 萬 | 0.05% | −3,114−6.9% | 減碼 |
| Liontrust Investment Partners LLP | 32,500 | $3,461 萬 | 0.49% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 42,489 | $3,468 萬 | 0.05% | +3,283+8.4% | 加碼 |
| US Bancorp | 42,643 | $3,480 萬 | 0.04% | −1,662−3.8% | 減碼 |
| British Columbia Investment Management Corp | 43,579 | $3,556 萬 | 0.21% | −8,770−16.8% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 43,859 | $3,579 萬 | 1.43% | +728+1.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 43,960 | $3,594 萬 | 0.21% | −1,410−3.1% | 減碼 |
| Corebridge Financial, Inc. | 44,107 | $3,599 萬 | 0.19% | −1,461−3.2% | 減碼 |
| Nicholas Company, Inc. | 44,255 | $3,612 萬 | 0.59% | +5,705+14.8% | 加碼 |
| UniSuper Management Pty Ltd | 44,788 | $3,655 萬 | 0.27% | +5,248+13.3% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 45,536 | $3,716 萬 | 0.03% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 46,671 | $3,809 萬 | 0.06% | −25,644−35.5% | 減碼 |
| Creative Planning | 47,377 | $3,866 萬 | 0.04% | +1,146+2.5% | 加碼 |
| Nissay Asset Management Corp | 48,007 | $3,918 萬 | 0.25% | −32,347−40.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 48,071 | $3,923 萬 | 0.16% | +95+0.2% | 加碼 |
| Clearbridge Investments, LLC | 48,587 | $3,965 萬 | 0.03% | −125,464−72.1% | 減碼 |