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 3,142 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。
2025 年第 1 季 13F 持有人
Lam Research Corp 在 2025/3/31 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
- 1,802
- 較 2024 年第 4 季 +130 家
- 持有股數
- 10.4 億
- 較 2024 年第 4 季 +1,770 萬 (+1.7%)
- 總市值
- $757.6 億
- 較 2024 年第 4 季 +$15.2 億 (+2.1%)
- 新進機構
- 270
- 另有 741 家加碼
- 清倉機構
- 140
- 另有 549 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | 3,142 | $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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 129,152,102 | $93.9 億 | 0.17% | +8,364,375+6.9% | 加碼 |
| BlackRock, Inc. | 123,810,871 | $90.0 億 | 0.19% | −1,665,440−1.3% | 減碼 |
| State Street Corp | 58,921,881 | $43.0 億 | 0.18% | −95,697−0.2% | 減碼 |
| JPMorgan Chase & Co | 35,522,948 | $25.8 億 | 0.20% | +8,079,667+29.4% | 加碼 |
| Ameriprise Financial Inc | 34,219,931 | $24.9 億 | 0.67% | −323,984−0.9% | 減碼 |
| FMR LLC | 33,591,227 | $24.4 億 | 0.16% | −6,439,967−16.1% | 減碼 |
| Geode Capital Management, LLC | 32,667,331 | $23.7 億 | 0.19% | +1,239,321+3.9% | 加碼 |
| Morgan Stanley | 20,352,484 | $14.8 億 | 0.11% | −953,742−4.5% | 減碼 |
| Norges Bank | 19,769,161 | $14.4 億 | 0.20% | −3,236,129−14.1% | 減碼 |
| Invesco Ltd. | 17,330,771 | $12.6 億 | 0.24% | +472,636+2.8% | 加碼 |
| Northern Trust Corp | 14,877,255 | $10.8 億 | 0.16% | −991,989−6.3% | 減碼 |
| UBS Asset Management Americas Inc | 13,380,053 | $9.73 億 | 0.25% | −194,638−1.4% | 減碼 |
| Bank of New York Mellon Corp | 11,114,817 | $8.08 億 | 0.16% | −671,991−5.7% | 減碼 |
| Bank of America Corp | 11,020,961 | $8.01 億 | 0.07% | +2,934,489+36.3% | 加碼 |
| Amundi | 12,140,419 | $8.01 億 | 0.29% | −804,753−6.2% | 減碼 |
| Legal & General Group Plc | 10,535,908 | $7.66 億 | 0.21% | +98,835+0.9% | 加碼 |
| UBS Group AG | 10,441,655 | $7.59 億 | 0.17% | +497,437+5.0% | 加碼 |
| Goldman Sachs Group Inc | 9,474,908 | $6.89 億 | 0.13% | +1,874,321+24.7% | 加碼 |
| Charles Schwab Investment Management Inc | 8,891,412 | $6.46 億 | 0.12% | +408,983+4.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,593,334 | $6.25 億 | 1.97% | +495,669+6.1% | 加碼 |
| Nuveen, LLC | 8,312,846 | $6.04 億 | 0.19% | +8,312,846 | 新進 |
| Coatue Management LLC大師Coatue | 8,209,569 | $5.97 億 | 2.63% | +4,163,199+102.9% | 加碼 |
| Pictet Asset Management Holding SA | 8,096,940 | $5.89 億 | 0.65% | +224,391+2.9% | 加碼 |
| Alkeon Capital Management LLC | 7,954,456 | $5.78 億 | 3.43% | +1,495,736+23.2% | 加碼 |
| Winslow Capital Management, LLC | 7,769,872 | $5.65 億 | 2.25% | +2,992,209+62.6% | 加碼 |
| Nordea Investment Management AB | 7,902,385 | $5.62 億 | 0.59% | +7,902,385 | 新進 |
| Janus Henderson Group PLC | 7,391,296 | $5.37 億 | 0.29% | −3,576,679−32.6% | 減碼 |
| Artisan Partners Limited Partnership | 7,274,412 | $5.29 億 | 0.86% | +2,082,759+40.1% | 加碼 |
| FIL Ltd | 6,938,394 | $5.04 億 | 0.48% | −501,634−6.7% | 減碼 |
| Citadel Advisors LLC | 6,653,028 | $4.84 億 | 0.47% | +3,533,268+113.3% | 加碼 |
| Dimensional Fund Advisors LP | 6,498,985 | $4.72 億 | 0.12% | −172,401−2.6% | 減碼 |
| Barclays PLC | 6,389,431 | $4.65 億 | 0.21% | −552,791−8.0% | 減碼 |
| Franklin Resources Inc | 6,293,141 | $4.58 億 | 0.13% | +23,905+0.4% | 加碼 |
| Wells Fargo & Company | 5,942,426 | $4.32 億 | 0.10% | +97,479+1.7% | 加碼 |
| Price T Rowe Associates Inc | 5,739,221 | $4.17 億 | 0.05% | +2,864,863+99.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 5,205,737 | $3.78 億 | 0.29% | −302,739−5.5% | 減碼 |
| Citigroup Inc | 5,204,457 | $3.78 億 | 0.29% | −71,240−1.4% | 減碼 |
| Massachusetts Financial Services Co | 4,738,438 | $3.44 億 | 0.11% | −1,349,647−22.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 4,424,700 | $3.22 億 | 1.21% | +467,000+11.8% | 加碼 |
| Van Eck Associates Corp | 4,115,920 | $2.99 億 | 0.39% | −384,221−8.5% | 減碼 |
| Capital Research Global Investors | 4,047,502 | $2.94 億 | 0.06% | +713,384+21.4% | 加碼 |
| Deutsche Bank AG | 4,024,420 | $2.93 億 | 0.12% | −2,097,084−34.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,888,931 | $2.83 億 | 0.76% | +1,253,833+47.6% | 加碼 |
| Swiss National Bank | 3,629,000 | $2.64 億 | 0.19% | −32,500−0.9% | 減碼 |
| Alliancebernstein L.P. | 3,593,509 | $2.61 億 | 0.09% | +421,140+13.3% | 加碼 |
| Rafferty Asset Management, LLC | 3,590,465 | $2.61 億 | 1.11% | −800,667−18.2% | 減碼 |
| William Blair Investment Management, LLC | 3,323,880 | $2.42 億 | 0.68% | −86,440−2.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 3,214,751 | $2.34 億 | 0.93% | −1,475,854−31.5% | 減碼 |
| First Trust Advisors LP | 3,207,449 | $2.33 億 | 0.21% | −2,862,229−47.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,188,231 | $2.32 億 | 0.16% | +27,708+0.9% | 加碼 |
| National Pension Service | 3,182,889 | $2.31 億 | 0.22% | +148,141+4.9% | 加碼 |
| Royal Bank of Canada | 3,155,737 | $2.29 億 | 0.05% | −1,637,958−34.2% | 減碼 |
| Envestnet Asset Management Inc | 3,117,325 | $2.27 億 | 0.07% | +246,995+8.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,054,734 | $2.22 億 | 0.12% | −31,837−1.0% | 減碼 |
| HSBC Holdings PLC | 3,033,230 | $2.20 億 | 0.15% | −1,449,180−32.3% | 減碼 |
| Raymond James Financial Inc | 2,882,196 | $2.10 億 | 0.08% | +1,401,309+94.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,790,184 | $2.03 億 | 0.19% | +280,923+11.2% | 加碼 |
| California Public Employees Retirement System | 2,755,807 | $2.00 億 | 0.14% | +613,352+28.6% | 加碼 |
| TD Asset Management Inc | 2,703,776 | $1.97 億 | 0.18% | +121,864+4.7% | 加碼 |
| Canada Pension Plan Investment Board | 2,699,143 | $1.96 億 | 0.19% | +1,077,487+66.4% | 加碼 |
| Oaktop Capital Management II, L.P. | 2,691,460 | $1.96 億 | 26.06% | 00.0% | 不變 |
| SEI Investments Co | 2,597,838 | $1.89 億 | 0.24% | +1,113,045+75.0% | 加碼 |
| Rhumbline Advisers | 2,595,820 | $1.89 億 | 0.18% | +57,711+2.3% | 加碼 |
| DnB Asset Management AS | 2,574,059 | $1.87 億 | 0.86% | +1,630,501+172.8% | 加碼 |
| Principal Financial Group Inc | 2,396,559 | $1.74 億 | 0.10% | −228,931−8.7% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,378,223 | $1.73 億 | 0.87% | +2,180,148+1,100.7% | 加碼 |
| Boston Partners | 2,350,362 | $1.71 億 | 0.21% | +2,327,041+9,978.3% | 加碼 |
| Wellington Management Group LLP | 2,278,467 | $1.66 億 | 0.03% | +286,749+14.4% | 加碼 |
| Allianz Asset Management GmbH | 2,227,741 | $1.62 億 | 0.24% | −1,574,127−41.4% | 減碼 |
| Russell Investments Group, Ltd. | 2,194,672 | $1.60 億 | 0.22% | +136,031+6.6% | 加碼 |
| Schroder Investment Management Group | 2,187,788 | $1.59 億 | 0.16% | +2,187,788 | 新進 |
| ProShare Advisors LLC | 2,168,483 | $1.58 億 | 0.36% | +168,514+8.4% | 加碼 |
| Millennium Management LLC | 2,160,823 | $1.57 億 | 0.15% | −268,219−11.0% | 減碼 |
| California State Teachers Retirement System | 2,038,262 | $1.48 億 | 0.18% | −26,650−1.3% | 減碼 |
| Woodline Partners LP | 1,980,610 | $1.44 億 | 0.94% | −171,840−8.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,968,565 | $1.43 億 | 0.47% | +152,748+8.4% | 加碼 |
| Bridgewater Associates, LP | 1,960,237 | $1.43 億 | 0.66% | −573,162−22.6% | 減碼 |
| Lord, Abbett & Co. LLC | 1,931,367 | $1.40 億 | 0.50% | +1,296,622+204.3% | 加碼 |
| National Bank of Canada | 1,913,646 | $1.39 億 | 0.16% | −243,206−11.3% | 減碼 |
| Heard Capital LLC | 1,906,105 | $1.39 億 | 8.23% | +43,345+2.3% | 加碼 |
| Victory Capital Management Inc | 1,905,320 | $1.39 億 | 0.14% | −26,983−1.4% | 減碼 |
| Neuberger Berman Group LLC | 1,897,067 | $1.38 億 | 0.12% | +581,598+44.2% | 加碼 |
| Epoch Investment Partners, Inc. | 1,874,533 | $1.36 億 | 0.71% | +142,402+8.2% | 加碼 |
| CI Private Wealth, LLC | 1,844,460 | $1.34 億 | 0.22% | −206,389−10.1% | 減碼 |
| Blue Whale Capital LLP | 1,844,035 | $1.34 億 | 10.85% | −216,910−10.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,731,497 | $1.26 億 | 0.25% | +351,079+25.4% | 加碼 |
| Jane Street Group, LLC | 1,708,461 | $1.24 億 | 0.22% | +473,949+38.4% | 加碼 |
| Montrusco Bolton Investments Inc. | 1,726,228 | $1.22 億 | 1.61% | +1,726,228 | 新進 |
| American Century Companies Inc | 1,637,458 | $1.19 億 | 0.07% | +330,629+25.3% | 加碼 |
| New York State Common Retirement Fund | 1,607,244 | $1.17 億 | 0.17% | +16,434+1.0% | 加碼 |
| Freestone Grove Partners LP | 1,599,730 | $1.16 億 | 1.20% | +1,240,965+345.9% | 加碼 |
| Mackenzie Financial Corp | 1,565,670 | $1.14 億 | 0.16% | −781,866−33.3% | 減碼 |
| Holocene Advisors, LP | 1,558,622 | $1.13 億 | 0.33% | +1,186,430+318.8% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 1,530,000 | $1.12 億 | 1.15% | +1,530,000 | 新進 |
| Storebrand Asset Management AS | 1,513,692 | $1.10 億 | 0.36% | +757,071+100.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,486,985 | $1.08 億 | 0.10% | −155,627−9.5% | 減碼 |
| Balyasny Asset Management LLC | 1,419,731 | $1.03 億 | 0.26% | −193,730−12.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,412,020 | $1.03 億 | 0.19% | +30,900+2.2% | 加碼 |
| Susquehanna International Group, LLP | 1,398,363 | $1.02 億 | 0.17% | +12,460+0.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,327,919 | $9,642 萬 | 0.39% | +79,837+6.4% | 加碼 |