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 4 季 13F 持有人
Lam Research Corp 在 2024/12/31 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
- 1,696
- 較 2024 年第 3 季 +258 家
- 持有股數
- 10.4 億
- 較 2024 年第 3 季 −1.01 億 (−8.9%)依 10 比 1 拆股換算
- 總市值
- $749.3 億
- 較 2024 年第 3 季 −$49.0 億 (−6.1%)
- 新進機構
- 471
- 另有 512 家加碼
- 清倉機構
- 213
- 另有 470 家減碼
另有 31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Napean Trading & Investment Co (Singapore) PTE Ltd | 185,323 | $1,339 萬 | 3.31% | +14,503+8.5% | 加碼依 10 比 1 拆股換算 |
| Public Sector Pension Investment Board | 185,027 | $1,336 萬 | 0.06% | −301,873−62.0% | 減碼依 10 比 1 拆股換算 |
| Penserra Capital Management LLC | 184,906 | $1,335 萬 | 0.24% | +184,906 | 新進 |
| Concentric Capital Strategies, LP | 184,681 | $1,334 萬 | 0.84% | +184,681 | 新進 |
| CIBC World Markets Inc. | 184,132 | $1,330 萬 | 0.03% | +12,802+7.5% | 加碼依 10 比 1 拆股換算 |
| iA Global Asset Management Inc. | 182,320 | $1,317 萬 | 0.23% | +38,560+26.8% | 加碼依 10 比 1 拆股換算 |
| Terry L. Blaker | 181,406 | $1,310 萬 | 0.50% | +5,636+3.2% | 加碼依 10 比 1 拆股換算 |
| Burney Co | 180,638 | $1,305 萬 | 0.46% | +3,538+2.0% | 加碼依 10 比 1 拆股換算 |
| Silvercrest Asset Management Group LLC | 177,615 | $1,283 萬 | 0.09% | +174,315+5,282.3% | 加碼依 10 比 1 拆股換算 |
| Fuller & Thaler Asset Management, Inc. | 175,765 | $1,270 萬 | 0.05% | +55,465+46.1% | 加碼依 10 比 1 拆股換算 |
| Banco Santander, S.A. | 174,648 | $1,261 萬 | 0.15% | −17,102−8.9% | 減碼依 10 比 1 拆股換算 |
| Public Employees Retirement Association of Colorado | 173,626 | $1,254 萬 | 0.05% | −7,924−4.4% | 減碼依 10 比 1 拆股換算 |
| Capstone Investment Advisors, LLC | 171,832 | $1,241 萬 | 0.12% | +126,432+278.5% | 加碼依 10 比 1 拆股換算 |
| Linscomb & Williams, Inc. | 170,863 | $1,234 萬 | 0.61% | +3,503+2.1% | 加碼依 10 比 1 拆股換算 |
| Gotham Asset Management, LLC | 170,583 | $1,232 萬 | 0.12% | −6,847−3.9% | 減碼依 10 比 1 拆股換算 |
| Empowered Funds, LLC | 169,639 | $1,225 萬 | 0.18% | +32,889+24.1% | 加碼依 10 比 1 拆股換算 |
| Walleye Trading LLC | 166,048 | $1,199 萬 | 0.24% | +166,048 | 新進 |
| Quantinno Capital Management LP | 165,712 | $1,197 萬 | 0.12% | +54,342+48.8% | 加碼依 10 比 1 拆股換算 |
| Tower Research Capital LLC (TRC) | 165,481 | $1,195 萬 | 0.24% | +107,631+186.1% | 加碼依 10 比 1 拆股換算 |
| J.P. Marvel Investment Advisors, LLC | 164,705 | $1,190 萬 | 1.96% | −3,045−1.8% | 減碼依 10 比 1 拆股換算 |
| Advisory Services Network, LLC | 164,255 | $1,186 萬 | 0.22% | +28,665+21.1% | 加碼依 10 比 1 拆股換算 |
| JustInvest LLC | 163,607 | $1,182 萬 | 0.18% | +7,467+4.8% | 加碼依 10 比 1 拆股換算 |
| Generali Asset Management SPA SGR | 163,396 | $1,180 萬 | 0.30% | +163,396 | 新進 |
| Hosking Partners LLP | 163,136 | $1,178 萬 | 0.46% | −25,914−13.7% | 減碼依 10 比 1 拆股換算 |
| Yousif Capital Management, LLC | 163,070 | $1,178 萬 | 0.13% | −14,820−8.3% | 減碼依 10 比 1 拆股換算 |
| Sierra Summit Advisors LLC | 162,242 | $1,172 萬 | 2.35% | +40,282+33.0% | 加碼依 10 比 1 拆股換算 |
| Covington Investment Advisors Inc. | 161,805 | $1,169 萬 | 1.75% | +8,695+5.7% | 加碼依 10 比 1 拆股換算 |
| Fifth Third Bancorp | 155,044 | $1,120 萬 | 0.04% | −17,716−10.3% | 減碼依 10 比 1 拆股換算 |
| Eldred Rock Partners, LLC | 154,593 | $1,116 萬 | 3.83% | +893+0.6% | 加碼依 10 比 1 拆股換算 |
| Cozad Asset Management Inc | 154,010 | $1,112 萬 | 1.04% | +1,920+1.3% | 加碼依 10 比 1 拆股換算 |
| South Dakota Investment Council | 153,320 | $1,107 萬 | 0.22% | 00.0% | 不變依 10 比 1 拆股換算 |
| Ieq Capital, LLC | 153,188 | $1,106 萬 | 0.11% | −1,342−0.9% | 減碼依 10 比 1 拆股換算 |
| NEOS Investment Management LLC | 149,427 | $1,079 萬 | 0.25% | +29,997+25.1% | 加碼依 10 比 1 拆股換算 |
| Artemis Investment Management LLP | 149,307 | $1,078 萬 | 0.15% | −125,243−45.6% | 減碼依 10 比 1 拆股換算 |
| Kestra Advisory Services, LLC | 147,904 | $1,072 萬 | 0.06% | +31,024+26.5% | 加碼依 10 比 1 拆股換算 |
| T. Rowe Price Investment Management, Inc. | 147,280 | $1,064 萬 | 0.01% | +47,100+47.0% | 加碼依 10 比 1 拆股換算 |
| State of Alaska, Department of Revenue | 146,675 | $1,059 萬 | 0.12% | −45,995−23.9% | 減碼依 10 比 1 拆股換算 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 144,845 | $1,046 萬 | 0.11% | +7,865+5.7% | 加碼依 10 比 1 拆股換算 |
| Point72 (DIFC) Ltd | 144,648 | $1,045 萬 | 0.94% | +144,648 | 新進 |
| Macquarie Group Ltd | 180,190 | $1,039 萬 | 0.01% | −1,861,430−91.2% | 減碼依 10 比 1 拆股換算 |
| Parkwood LLC | 140,490 | $1,015 萬 | 1.25% | +140,490 | 新進 |
| Pine Valley Investments Ltd Liability Co | 140,120 | $1,013 萬 | 0.66% | +25,480+22.2% | 加碼依 10 比 1 拆股換算 |
| Tokio Marine Asset Management Co Ltd | 139,460 | $1,007 萬 | 0.36% | +103,000+282.5% | 加碼依 10 比 1 拆股換算 |
| Great Lakes Advisors, LLC | 138,284 | $998.8 萬 | 0.09% | −12,046−8.0% | 減碼依 10 比 1 拆股換算 |
| Crossmark Global Holdings, Inc. | 137,715 | $994.7 萬 | 0.18% | +24,355+21.5% | 加碼依 10 比 1 拆股換算 |
| B. Metzler seel. Sohn & Co. AG | 136,769 | $987.8 萬 | 0.10% | −3,211−2.3% | 減碼依 10 比 1 拆股換算 |
| Intech Investment Management LLC | 135,738 | $980.4 萬 | 0.10% | +135,738 | 新進 |
| Benjamin Edwards Inc | 135,486 | $978.5 萬 | 0.14% | +1,536+1.1% | 加碼依 10 比 1 拆股換算 |
| Means Investment Co., Inc. | 132,701 | $958.5 萬 | 1.00% | −1,609−1.2% | 減碼依 10 比 1 拆股換算 |
| Envestnet Portfolio Solutions, Inc. | 130,384 | $941.8 萬 | 0.03% | +130,384 | 新進 |
| Synergy Financial Management, LLC | 22,394 | $940.1 萬 | 0.73% | −82,206−78.6% | 減碼依 10 比 1 拆股換算 |
| Wealthfront Advisers LLC | 129,760 | $937.3 萬 | 0.03% | +2,120+1.7% | 加碼依 10 比 1 拆股換算 |
| Apriem Advisors | 129,505 | $935.4 萬 | 1.07% | +111,695+627.1% | 加碼依 10 比 1 拆股換算 |
| Cullen/Frost Bankers, Inc. | 128,930 | $931.3 萬 | 0.13% | +730+0.6% | 加碼依 10 比 1 拆股換算 |
| Brevan Howard Capital Management LP | 127,753 | $922.8 萬 | 0.23% | +127,753 | 新進 |
| Peregrine Investment Management Inc | 125,650 | $907.6 萬 | 5.26% | +125,650 | 新進 |
| O'Shaughnessy Asset Management, LLC | 125,639 | $907.5 萬 | 0.08% | +125,639 | 新進 |
| Baker Ellis Asset Management LLC | 124,990 | $902.8 萬 | 1.33% | −1,740−1.4% | 減碼依 10 比 1 拆股換算 |
| Voleon Capital Management LP | 124,534 | $899.5 萬 | 0.67% | +124,534 | 新進 |
| Raiffeisen Bank International AG | 123,774 | $893.0 萬 | 0.14% | +123,774 | 新進 |
| Avanza Fonder AB | 123,624 | $892.9 萬 | 0.27% | +123,624 | 新進 |
| Railway Pension Investments Ltd | 122,300 | $883.4 萬 | 0.12% | +122,300 | 新進 |
| Mizuho Securities USA LLC | 121,949 | $880.8 萬 | 0.16% | +37,409+44.3% | 加碼依 10 比 1 拆股換算 |
| Nomura Holdings Inc | 121,561 | $878.0 萬 | 0.05% | +49,671+69.1% | 加碼依 10 比 1 拆股換算 |
| Castleark Management LLC | 121,280 | $876.0 萬 | 0.31% | −438,510−78.3% | 減碼依 10 比 1 拆股換算 |
| Caisse de Depot Et Placement du Quebec | 121,060 | $874.4 萬 | 0.02% | −859,390−87.7% | 減碼依 10 比 1 拆股換算 |
| Capital International Investors | 120,040 | $867.0 萬 | 0.00% | 00.0% | 不變依 10 比 1 拆股換算 |
| Nilsine Partners, LLC | 119,201 | $861.0 萬 | 0.92% | +119,201 | 新進 |
| Harvest Fund Management Co., Ltd | 120,185 | $859.3 萬 | 0.40% | +47,365+65.0% | 加碼依 10 比 1 拆股換算 |
| LMR Partners LLP | 118,459 | $855.6 萬 | 0.15% | +110,459+1,380.7% | 加碼依 10 比 1 拆股換算 |
| LMCG Investments, LLC | 118,400 | $855.2 萬 | 0.52% | +118,400 | 新進 |
| TrimTabs Asset Management, LLC | 118,222 | $853.9 萬 | 1.12% | +84,412+249.7% | 加碼依 10 比 1 拆股換算 |
| Jain Global LLC | 117,914 | $851.7 萬 | 0.26% | +117,914 | 新進 |
| Toroso Investments, LLC | 117,838 | $851.1 萬 | 0.07% | −256,362−68.5% | 減碼依 10 比 1 拆股換算 |
| Groupama Asset Managment | 115,121 | $830.6 萬 | 0.17% | −134,089−53.8% | 減碼依 10 比 1 拆股換算 |
| M&T Bank Corp | 113,566 | $820.2 萬 | 0.03% | +6,516+6.1% | 加碼依 10 比 1 拆股換算 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 113,000 | $816.2 萬 | 1.34% | 00.0% | 不變依 10 比 1 拆股換算 |
| Himension Fund | 112,345 | $811.5 萬 | 0.56% | +101,915+977.1% | 加碼依 10 比 1 拆股換算 |
| Financial Counselors Inc | 112,341 | $811.4 萬 | 0.12% | +921+0.8% | 加碼依 10 比 1 拆股換算 |
| Acadian Asset Management LLC | 112,323 | $811.1 萬 | 0.02% | −879,847−88.7% | 減碼依 10 比 1 拆股換算 |
| Oregon Public Employees Retirement Fund | 110,261 | $796.4 萬 | 0.15% | −2,189−1.9% | 減碼依 10 比 1 拆股換算 |
| Gateway Investment Advisers LLC | 109,393 | $790.1 萬 | 0.09% | 00.0% | 不變依 10 比 1 拆股換算 |
| Winmill & Co. Inc | 109,000 | $787.3 萬 | 2.55% | 00.0% | 不變依 10 比 1 拆股換算 |
| Stratos Wealth Partners, LTD. | 108,703 | $785.2 萬 | 0.11% | +108,703 | 新進 |
| Aquatic Capital Management LLC | 107,473 | $776.3 萬 | 0.21% | −104,927−49.4% | 減碼依 10 比 1 拆股換算 |
| Elemental Capital Partners LLC | 107,140 | $773.9 萬 | 7.25% | +107,140 | 新進 |
| Viking Fund Management LLC | 107,000 | $772.9 萬 | 1.20% | +7,000+7.0% | 加碼依 10 比 1 拆股換算 |
| Carderock Capital Management Inc | 106,656 | $770.4 萬 | 1.93% | −5,264−4.7% | 減碼依 10 比 1 拆股換算 |
| Level Four Advisory Services, LLC | 106,442 | $768.8 萬 | 0.31% | +106,442 | 新進 |
| Laffer Tengler Investments | 106,233 | $767.3 萬 | 1.51% | +11,493+12.1% | 加碼依 10 比 1 拆股換算 |
| Oversea-Chinese Banking CORP Ltd | 105,204 | $759.9 萬 | 0.22% | +96,314+1,083.4% | 加碼依 10 比 1 拆股換算 |
| Systematic Alpha Investments, LLC | 104,381 | $753.9 萬 | 0.28% | −984,419−90.4% | 減碼依 10 比 1 拆股換算 |
| King Luther Capital Management Corp | 104,070 | $751.7 萬 | 0.03% | −49,380−32.2% | 減碼依 10 比 1 拆股換算 |
| Insight Wealth Strategies, LLC | 103,703 | $749.0 萬 | 1.00% | +21,003+25.4% | 加碼依 10 比 1 拆股換算 |
| HB Wealth Management, LLC | 103,505 | $747.6 萬 | 0.08% | +103,505 | 新進 |
| Nuance Investments, LLC | 103,190 | $745.3 萬 | 0.30% | +103,190 | 新進 |
| Baldwin Investment Management, LLC | 103,042 | $744.3 萬 | 0.97% | +552+0.5% | 加碼依 10 比 1 拆股換算 |
| Texas Capital Bank Wealth Management Services Inc | 101,495 | $733.1 萬 | 0.75% | +2,385+2.4% | 加碼依 10 比 1 拆股換算 |
| Gulf International Bank (UK) Ltd | 101,221 | $731.1 萬 | 0.18% | −1,149−1.1% | 減碼依 10 比 1 拆股換算 |
| Vinva Investment Management Ltd | 101,156 | $729.8 萬 | 0.28% | −17,044−14.4% | 減碼依 10 比 1 拆股換算 |