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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 159,913 | $1,162 萬 | 0.07% | +142,878+838.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 13,998 | $1,142 萬 | 0.11% | −733−5.0% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 13,998 | $1,142 萬 | 0.11% | +13,998 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,698 | $1,118 萬 | 0.12% | +265+2.0% | 加碼 |
| Empowered Funds, LLC | 13,675 | $1,116 萬 | 0.18% | −142−1.0% | 減碼 |
| Means Investment Co., Inc. | 13,431 | $1,096 萬 | 1.22% | +231+1.8% | 加碼 |
| Benjamin Edwards Inc | 13,395 | $1,093 萬 | 0.16% | +13,075+4,085.9% | 加碼 |
| Investment Management Corp of Ontario | 12,879 | $1,051 萬 | 0.23% | +1,300+11.2% | 加碼 |
| Unigestion Holding SA | 12,858 | $1,049 萬 | 0.51% | +11,819+1,137.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 12,820 | $1,046 萬 | 0.14% | −9,103−41.5% | 減碼 |
| Wealthfront Advisers LLC | 12,764 | $1,042 萬 | 0.03% | −727−5.4% | 減碼 |
| Baker Ellis Asset Management LLC | 12,673 | $1,034 萬 | 1.46% | −345−2.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 12,435 | $1,015 萬 | 0.22% | +405+3.4% | 加碼 |
| Sierra Summit Advisors LLC | 12,196 | $995.3 萬 | 2.29% | +12,196 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 12,030 | $981.7 萬 | 0.04% | +2,715+29.1% | 加碼 |
| Capital International Investors | 12,014 | $980.4 萬 | 0.00% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 11,820 | $977.7 萬 | 0.42% | +2,383+25.3% | 加碼 |
| Banque Pictet & Cie SA | 11,946 | $974.9 萬 | 0.10% | +253+2.2% | 加碼 |
| NEOS Investment Management LLC | 11,943 | $974.6 萬 | 0.29% | +1,911+19.0% | 加碼 |
| Kestra Advisory Services, LLC | 11,688 | $953.9 萬 | 0.05% | −1,291−9.9% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 11,464 | $936.4 萬 | 0.64% | +3,732+48.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,336 | $925.1 萬 | 0.16% | −3,348−22.8% | 減碼 |
| Chartwell Investment Partners, LLC | 11,328 | $924.5 萬 | 0.32% | +876+8.4% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 11,300 | $922.2 萬 | 1.26% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 11,245 | $917.7 萬 | 0.17% | −10.0% | 減碼 |
| Carderock Capital Management Inc | 11,192 | $913.4 萬 | 2.16% | +362+3.3% | 加碼 |
| Financial Counselors Inc | 11,142 | $909.3 萬 | 0.13% | +678+6.5% | 加碼 |
| Quantinno Capital Management LP | 11,137 | $908.9 萬 | 0.12% | +3,152+39.5% | 加碼 |
| Gateway Investment Advisers LLC | 10,918 | $891.0 萬 | 0.10% | −136−1.2% | 減碼 |
| Winmill & Co. Inc | 10,900 | $889.5 萬 | 2.99% | 00.0% | 不變 |
| Summit Street Capital Management, LLC | 10,889 | $888.6 萬 | 3.17% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 108,880 | $888.6 萬 | 0.32% | +97,991+899.9% | 加碼 |
| Aviance Capital Partners, LLC | 10,711 | $874.1 萬 | 1.15% | +864+8.8% | 加碼 |
| M&T Bank Corp | 10,705 | $873.7 萬 | 0.03% | −2,382−18.2% | 減碼 |
| Graham Capital Management, L.P. | 10,582 | $863.6 萬 | 0.28% | +452+4.5% | 加碼 |
| Synergy Financial Management, LLC | 10,460 | $853.6 萬 | 1.30% | +10,460 | 新進 |
| Point72 Europe (London) LLP | 10,300 | $840.6 萬 | 0.71% | +10,300 | 新進 |
| L & S Advisors Inc | 10,264 | $837.6 萬 | 0.88% | −732−6.7% | 減碼 |
| Baldwin Investment Management, LLC | 10,249 | $836.4 萬 | 1.05% | +137+1.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 10,237 | $835.4 萬 | 0.21% | −452−4.2% | 減碼 |
| Raymond James Trust N.A. | 10,102 | $824.4 萬 | 0.18% | +204+2.1% | 加碼 |
| Marco Investment Management LLC | 10,042 | $819.5 萬 | 0.71% | −8−0.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 10,018 | $817.6 萬 | 0.00% | +6,280+168.0% | 加碼 |
| Violich Capital Management, Inc. | 10,000 | $816.1 萬 | 1.06% | 00.0% | 不變 |
| Viking Fund Management LLC | 10,000 | $816.1 萬 | 1.33% | +6,000+150.0% | 加碼 |
| Jackson Wealth Management, LLC | 9,974 | $814.0 萬 | 0.97% | +3,934+65.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 9,917 | $809.3 萬 | 0.07% | −637−6.0% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 9,911 | $808.8 萬 | 0.80% | +255+2.6% | 加碼 |
| Cresset Asset Management, LLC | 9,765 | $799.1 萬 | 0.03% | +165+1.7% | 加碼 |
| Fiduciary Trust Co | 9,786 | $798.6 萬 | 0.11% | +522+5.6% | 加碼 |
| Seizert Capital Partners, LLC | 9,647 | $787.3 萬 | 0.36% | +2,852+42.0% | 加碼 |
| Contravisory Investment Management, Inc. | 9,638 | $786.5 萬 | 1.68% | −166−1.7% | 減碼 |
| Laffer Tengler Investments | 9,474 | $773.2 萬 | 1.57% | +163+1.8% | 加碼 |
| Groupama Asset Managment | 24,921 | $770.7 萬 | 0.20% | +1,810+7.8% | 加碼 |
| Fusion Capital, LLC | 9,227 | $753.0 萬 | 3.23% | +45+0.5% | 加碼 |
| Central Bank & Trust Co | 9,206 | $751.3 萬 | 1.04% | −16−0.2% | 減碼 |
| Cornerstone Advisors, LLC | 9,200 | $750.8 萬 | 0.30% | +2,100+29.6% | 加碼 |
| Arkadios Wealth Advisors | 9,164 | $747.8 萬 | 0.42% | +1,060+13.1% | 加碼 |
| Kentucky Retirement Systems | 9,083 | $741.2 萬 | 0.22% | −769−7.8% | 減碼 |
| Headlands Technologies LLC | 9,033 | $737.2 萬 | 0.85% | +9,033 | 新進 |
| Westpac Banking Corp | 8,950 | $730.4 萬 | 0.49% | +662+8.0% | 加碼 |
| Glenview Trust Co | 8,929 | $728.7 萬 | 0.14% | +1,269+16.6% | 加碼 |
| Carret Asset Management, LLC | 8,882 | $724.8 萬 | 0.79% | −49−0.5% | 減碼 |
| Financial Partners Group, LLC | 8,790 | $717.3 萬 | 2.69% | 00.0% | 不變 |
| NewSquare Capital LLC | 8,777 | $716.3 萬 | 0.57% | +831+10.5% | 加碼 |
| Sienna Gestion | 8,747 | $712.1 萬 | 0.47% | +2,356+36.9% | 加碼 |
| Modera Wealth Management, LLC | 8,687 | $708.9 萬 | 0.09% | −744−7.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,661 | $706.8 萬 | 0.18% | −3,009−25.8% | 減碼 |
| Cullinan Associates Inc | 97,000 | $704.3 萬 | 0.40% | +87,300+900.0% | 加碼 |
| Tritonpoint Wealth, LLC | 8,367 | $694.0 萬 | 0.63% | +374+4.7% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 8,493 | $693.1 萬 | 0.74% | +1,301+18.1% | 加碼 |
| Mizuho Securities USA LLC | 8,454 | $689.9 萬 | 0.15% | −1,631−16.2% | 減碼 |
| Heron Bay Capital Management | 8,430 | $688.0 萬 | 1.45% | −778−8.4% | 減碼 |
| Longbow Finance SA | 8,422 | $687.3 萬 | 0.73% | +8,422 | 新進 |
| Bailard, Inc. | 8,412 | $686.5 萬 | 0.18% | +25+0.3% | 加碼 |
| Marlowe Partners LP | 8,373 | $683.3 萬 | 26.17% | +600+7.7% | 加碼 |
| Verition Fund Management LLC | 8,355 | $681.8 萬 | 0.05% | +113+1.4% | 加碼 |
| Savoie Capital LLC | 8,280 | $675.7 萬 | 0.83% | +900+12.2% | 加碼 |
| Insight Wealth Strategies, LLC | 8,270 | $674.9 萬 | 0.89% | +253+3.2% | 加碼 |
| Hartford Investment Management Co | 8,200 | $669.2 萬 | 0.22% | −177−2.1% | 減碼 |
| First Citizens Bank & Trust Co | 8,050 | $656.9 萬 | 0.14% | −4,297−34.8% | 減碼 |
| Mission Wealth Management, LP | 8,024 | $654.8 萬 | 0.16% | +50+0.6% | 加碼 |
| Sitrin Capital Management LLC | 7,997 | $652.8 萬 | 3.26% | +546+7.3% | 加碼 |
| Rench Wealth Management, Inc. | 7,922 | $646.5 萬 | 2.22% | +237+3.1% | 加碼 |
| Fred Alger Management, LLC | 7,895 | $644.3 萬 | 0.03% | +1,482+23.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,865 | $641.8 萬 | 0.34% | +2,150+37.6% | 加碼 |
| KWMG, LLC | 7,816 | $637.8 萬 | 0.64% | −77−1.0% | 減碼 |
| Coldstream Capital Management Inc | 9,622 | $635.8 萬 | 0.14% | +2,074+27.5% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 7,788 | $635.6 萬 | 1.27% | +147+1.9% | 加碼 |
| Commerce Bank | 7,761 | $633.4 萬 | 0.04% | −39−0.5% | 減碼 |
| Naples Global Advisors, LLC | 7,588 | $620.9 萬 | 0.58% | +162+2.2% | 加碼 |
| TownSquare Capital, LLC | 7,591 | $619.5 萬 | 0.07% | +1,310+20.9% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 7,546 | $615.8 萬 | 0.13% | −29,684−79.7% | 減碼 |
| Institute for Wealth Management, LLC. | 7,499 | $612.0 萬 | 0.77% | −24−0.3% | 減碼 |
| Guinness Atkinson Asset Management Inc | 7,495 | $611.7 萬 | 2.98% | −854−10.2% | 減碼 |
| Banque Cantonale Vaudoise | 7,450 | $608.0 萬 | 0.25% | −1,076−12.6% | 減碼 |
| E Fund Management Co., Ltd. | 7,395 | $603.5 萬 | 0.31% | +4,699+174.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,384 | $602.6 萬 | 0.17% | +799+12.1% | 加碼 |
| Omers Administration Corp | 7,384 | $602.6 萬 | 0.06% | −2,200−23.0% | 減碼 |
| River Wealth Advisors LLC | 7,361 | $600.7 萬 | 0.80% | −2,284−23.7% | 減碼 |