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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 35,443 | $2,892 萬 | 2.13% | −844−2.3% | 減碼 |
| Swiss Life Asset Management Ltd | 33,888 | $2,765 萬 | 0.31% | −25−0.1% | 減碼 |
| Calamos Advisors LLC | 33,199 | $2,709 萬 | 0.13% | −3,508−9.6% | 減碼 |
| Braun Stacey Associates Inc | 32,630 | $2,663 萬 | 1.01% | −3,587−9.9% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 32,200 | $2,628 萬 | 0.97% | −5,300−14.1% | 減碼 |
| Comerica Bank | 31,781 | $2,594 萬 | 0.10% | −2,751−8.0% | 減碼 |
| Xponance, Inc. | 31,718 | $2,588 萬 | 0.25% | −366−1.1% | 減碼 |
| Assetmark, Inc | 31,432 | $2,565 萬 | 0.07% | +1,879+6.4% | 加碼 |
| Lazard Asset Management LLC | 31,318 | $2,556 萬 | 0.03% | −9,357−23.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,079 | $2,536 萬 | 0.25% | −3,296−9.6% | 減碼 |
| TCW Group Inc | 30,619 | $2,499 萬 | 0.22% | −5,526−15.3% | 減碼 |
| USS Investment Management Ltd | 30,012 | $2,449 萬 | 0.18% | −2,184−6.8% | 減碼 |
| Renaissance Technologies LLC | 29,557 | $2,412 萬 | 0.04% | −15,799−34.8% | 減碼 |
| McGuire Investment Group, LLC | 29,451 | $2,403 萬 | 3.38% | −537−1.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 29,379 | $2,398 萬 | 0.28% | −60.0% | 減碼 |
| Amalgamated Bank | 28,843 | $2,354 萬 | 0.19% | +745+2.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,626 | $2,336 萬 | 0.24% | +28,626 | 新進 |
| Retirement Systems of Alabama | 28,613 | $2,335 萬 | 0.09% | −227−0.8% | 減碼 |
| Crestwood Advisors Group LLC | 28,389 | $2,317 萬 | 0.44% | +27,106+2,112.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,382 | $2,316 萬 | 0.15% | −335−1.2% | 減碼 |
| Huntington National Bank | 28,235 | $2,304 萬 | 0.17% | +770+2.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 30,277 | $2,297 萬 | 0.16% | −558−1.8% | 減碼 |
| Empire Life Investments Inc. | 27,767 | $2,266 萬 | 1.38% | +13,302+92.0% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 27,733 | $2,263 萬 | 0.44% | −287−1.0% | 減碼 |
| Cincinnati Financial Corp | 27,724 | $2,263 萬 | 0.49% | 00.0% | 不變 |
| Artemis Investment Management LLP | 27,455 | $2,241 萬 | 0.34% | −456−1.6% | 減碼 |
| Colony Group, LLC | 27,336 | $2,231 萬 | 0.07% | −78,462−74.2% | 減碼 |
| IFM Investors Pty Ltd | 27,065 | $2,209 萬 | 0.21% | −184−0.7% | 減碼 |
| Lido Advisors, LLC | 26,663 | $2,176 萬 | 0.16% | +8,525+47.0% | 加碼 |
| Czech National Bank | 26,559 | $2,167 萬 | 0.22% | +1,645+6.6% | 加碼 |
| Wealth Architects, LLC | 26,540 | $2,166 萬 | 2.45% | −3,721−12.3% | 減碼 |
| Pathstone Holdings, LLC | 26,319 | $2,148 萬 | 0.10% | −690−2.6% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 26,065 | $2,127 萬 | 1.21% | +282+1.1% | 加碼 |
| Capco Asset Management, LLC | 25,984 | $2,121 萬 | 4.90% | −224−0.9% | 減碼 |
| Thrivent Financial for Lutherans | 25,977 | $2,120 萬 | 0.04% | −9,678−27.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 25,787 | $2,110 萬 | 0.49% | −7,749−23.1% | 減碼 |
| Achmea Investment Management B.V. | 25,688 | $2,096 萬 | 0.35% | +5,240+25.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,397 | $2,073 萬 | 0.07% | +4,770+23.1% | 加碼 |
| M&G Plc | 24,662 | $2,012 萬 | 0.10% | +4,431+21.9% | 加碼 |
| Pacer Advisors, Inc. | 24,366 | $1,988 萬 | 0.04% | +2,062+9.2% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 24,160 | $1,977 萬 | 0.85% | −950−3.8% | 減碼 |
| Wellington Management Group LLP | 24,124 | $1,969 萬 | 0.00% | −2,373−9.0% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 232,901 | $1,930 萬 | 1.55% | +211,614+994.1% | 加碼 |
| PGGM Investments | 22,621 | $1,846 萬 | 0.24% | +528+2.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 22,299 | $1,820 萬 | 0.15% | −8,394−27.3% | 減碼 |
| Arvest Bank Trust Division | 22,186 | $1,811 萬 | 1.04% | +22,186 | 新進 |
| Balyasny Asset Management LLC | 21,945 | $1,791 萬 | 0.05% | +21,223+2,939.5% | 加碼 |
| Utah Retirement Systems | 21,587 | $1,762 萬 | 0.20% | +100+0.5% | 加碼 |
| Aquatic Capital Management LLC | 21,240 | $1,733 萬 | 0.45% | +21,240 | 新進 |
| Engineers Gate Manager LP | 21,182 | $1,729 萬 | 0.34% | +16,727+375.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 210,747 | $1,720 萬 | 0.25% | +188,973+867.9% | 加碼 |
| Advisor Group Holdings, Inc. | 20,763 | $1,696 萬 | 0.04% | −1,463−6.6% | 減碼 |
| CIBC World Markets Corp | 20,578 | $1,679 萬 | 0.12% | −5,789−22.0% | 減碼 |
| Generate Investment Management Ltd | 20,182 | $1,647 萬 | 1.10% | +7,782+62.8% | 加碼 |
| Baker Avenue Asset Management, LP | 20,168 | $1,646 萬 | 0.52% | −416−2.0% | 減碼 |
| Mutual of America Capital Management LLC | 19,707 | $1,608 萬 | 0.17% | −704−3.4% | 減碼 |
| New York Life Investment Management LLC | 19,411 | $1,584 萬 | 0.15% | −537−2.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 19,338 | $1,578 萬 | 0.02% | +5,484+39.6% | 加碼 |
| State of Alaska, Department of Revenue | 19,267 | $1,572 萬 | 0.17% | −3,665−16.0% | 減碼 |
| Banco Santander, S.A. | 19,175 | $1,568 萬 | 0.18% | −2,676−12.2% | 減碼 |
| HighPoint Advisor Group LLC | 19,142 | $1,562 萬 | 0.91% | +17,045+812.8% | 加碼 |
| Profund Advisors LLC | 19,132 | $1,561 萬 | 0.59% | −2,233−10.5% | 減碼 |
| Hosking Partners LLP | 18,905 | $1,543 萬 | 0.59% | −3,608−16.0% | 減碼 |
| Gradient Investments LLC | 18,482 | $1,508 萬 | 0.31% | −2,618−12.4% | 減碼 |
| Sustainable Insight Capital Management, LLC | 18,265 | $1,491 萬 | 6.76% | +4,200+29.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,155 | $1,482 萬 | 0.06% | −11−0.1% | 減碼 |
| Yousif Capital Management, LLC | 17,789 | $1,452 萬 | 0.16% | −183−1.0% | 減碼 |
| Gotham Asset Management, LLC | 17,743 | $1,448 萬 | 0.15% | +7,069+66.2% | 加碼 |
| Burney Co | 17,710 | $1,445 萬 | 0.51% | −591−3.2% | 減碼 |
| Advisory Services Network, LLC | 13,559 | $1,444 萬 | 0.30% | 00.0% | 不變 |
| Terry L. Blaker | 17,577 | $1,434 萬 | 0.55% | −33−0.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 17,559 | $1,433 萬 | 0.03% | −9,689−35.6% | 減碼 |
| Ethic Inc. | 14,586 | $1,417 萬 | 0.36% | −670−4.4% | 減碼 |
| Fifth Third Bancorp | 17,276 | $1,410 萬 | 0.05% | +804+4.9% | 加碼 |
| Louisiana State Employees Retirement System | 17,200 | $1,404 萬 | 0.26% | −600−3.4% | 減碼 |
| Alberta Investment Management Corp | 17,145 | $1,399 萬 | 0.12% | −7,811−31.3% | 減碼 |
| SpiderRock Advisors, LLC | 17,142 | $1,399 萬 | 0.30% | +5,205+43.6% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 17,082 | $1,394 萬 | 3.40% | −2,780−14.0% | 減碼 |
| Holocene Advisors, LP | 16,785 | $1,370 萬 | 0.06% | −1,176−6.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 16,775 | $1,369 萬 | 2.23% | −12−0.1% | 減碼 |
| Linscomb & Williams, Inc. | 16,736 | $1,366 萬 | 0.68% | −384−2.2% | 減碼 |
| Shelton Capital Management | 16,709 | $1,364 萬 | 0.35% | −1,447−8.0% | 減碼 |
| Nemes Rush Group LLC | 13,462 | $1,308 萬 | 1.90% | −85−0.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 15,798 | $1,288 萬 | 0.06% | −696−4.2% | 減碼 |
| JustInvest LLC | 15,614 | $1,274 萬 | 0.21% | +820+5.5% | 加碼 |
| BTC Capital Management, Inc. | 15,519 | $1,267 萬 | 1.13% | +775+5.3% | 加碼 |
| Ieq Capital, LLC | 15,453 | $1,261 萬 | 0.15% | +798+5.4% | 加碼 |
| Entropy Technologies, LP | 15,420 | $1,258 萬 | 1.32% | +15,420 | 新進 |
| Eldred Rock Partners, LLC | 15,370 | $1,258 萬 | 4.20% | +630+4.3% | 加碼 |
| King Luther Capital Management Corp | 15,345 | $1,252 萬 | 0.05% | +2,326+17.9% | 加碼 |
| South Dakota Investment Council | 15,332 | $1,251 萬 | 0.24% | −1,501−8.9% | 減碼 |
| Leuthold Group, LLC | 15,313 | $1,250 萬 | 1.39% | −5,184−25.3% | 減碼 |
| Covington Investment Advisors Inc. | 15,311 | $1,250 萬 | 1.88% | +220+1.5% | 加碼 |
| Cozad Asset Management Inc | 15,209 | $1,241 萬 | 1.19% | −360−2.3% | 減碼 |
| Great Lakes Advisors, LLC | 15,033 | $1,227 萬 | 0.10% | −1,699−10.2% | 減碼 |
| Prudential PLC | 14,985 | $1,223 萬 | 0.06% | +1,586+11.8% | 加碼 |
| ExodusPoint Capital Management, LP | 14,775 | $1,206 萬 | 0.12% | +8,588+138.8% | 加碼 |
| Illinois Municipal Retirement Fund | 14,671 | $1,197 萬 | 0.17% | 00.0% | 不變 |
| Trexquant Investment LP | 14,624 | $1,193 萬 | 0.15% | +4,525+44.8% | 加碼 |
| iA Global Asset Management Inc. | 14,376 | $1,173 萬 | 0.21% | −1,097−7.1% | 減碼 |