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。
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 | 3,143 | $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 |
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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 1,319,318 | $9,591 萬 | 0.14% | −783,731−37.3% | 減碼 |
| Toronto Dominion Bank | 1,306,772 | $9,500 萬 | 0.24% | +796,598+156.1% | 加碼 |
| Erste Asset Management GmbH | 1,262,376 | $9,198 萬 | 1.18% | +61,722+5.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,262,600 | $9,179 萬 | 0.18% | +1,262,600 | 新進 |
| Bank of Montreal | 1,243,507 | $9,040 萬 | 0.05% | −90,028−6.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,228,759 | $8,932 萬 | 0.19% | +142,968+13.2% | 加碼 |
| Agf Management Ltd | 1,221,240 | $8,878 萬 | 0.47% | −535,435−30.5% | 減碼 |
| Captrust Financial Advisors | 1,184,678 | $8,613 萬 | 0.22% | +24,727+2.1% | 加碼 |
| HM Payson & Co | 1,160,402 | $8,436 萬 | 1.48% | +14,125+1.2% | 加碼 |
| ING Groep NV | 1,156,563 | $8,408 萬 | 0.58% | −55,408−4.6% | 減碼 |
| LPL Financial LLC | 1,155,707 | $8,402 萬 | 0.03% | +51,280+4.6% | 加碼 |
| Voloridge Investment Management, LLC | 1,149,457 | $8,357 萬 | 0.31% | −299,739−20.7% | 減碼 |
| Platinum Investment Management Ltd | 1,144,330 | $8,319 萬 | 4.82% | +1,127,244+6,597.5% | 加碼 |
| RE Advisers Corp | 1,131,800 | $8,228 萬 | 2.01% | 00.0% | 不變 |
| Natixis | 1,121,917 | $8,024 萬 | 0.47% | −829,389−42.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $7,701 萬 | 0.50% | −322,170−23.3% | 減碼 |
| Zurich Insurance Group Ltd | 1,021,595 | $7,427 萬 | 0.60% | +595,943+140.0% | 加碼 |
| Aviva PLC | 1,002,913 | $7,291 萬 | 0.18% | +140,458+16.3% | 加碼 |
| Skye Global Management LP | 1,002,000 | $7,285 萬 | 1.94% | +460,000+84.9% | 加碼 |
| HighTower Advisors, LLC | 997,626 | $7,253 萬 | 0.10% | +297,644+42.5% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 994,716 | $7,232 萬 | 0.15% | +873,656+721.7% | 加碼 |
| New York State Teachers Retirement System | 989,227 | $7,192 萬 | 0.17% | −34,541−3.4% | 減碼 |
| Associated Banc-Corp | 963,390 | $7,004 萬 | 2.14% | +130,920+15.7% | 加碼 |
| Marex Group plc | 956,821 | $6,956 萬 | 1.33% | +239,485+33.4% | 加碼 |
| Danske Bank A/S | 953,261 | $6,930 萬 | 0.21% | +13,105+1.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 952,065 | $6,922 萬 | 0.13% | +8,825+0.9% | 加碼 |
| Mariner, LLC | 950,812 | $6,912 萬 | 0.12% | +23,155+2.5% | 加碼 |
| Korea Investment CORP | 938,840 | $6,825 萬 | 0.17% | −87,770−8.5% | 減碼 |
| Standard Life Aberdeen plc | 952,469 | $6,789 萬 | 0.13% | −362,569−27.6% | 減碼 |
| NZS Capital, LLC | 931,760 | $6,774 萬 | 3.05% | −14,613−1.5% | 減碼 |
| Fisher Asset Management, LLC | 919,123 | $6,682 萬 | 0.03% | −17,659,058−95.1% | 減碼 |
| Ceredex Value Advisors LLC | 913,616 | $6,642 萬 | 1.45% | +351,440+62.5% | 加碼 |
| AQR Capital Management LLC | 907,326 | $6,452 萬 | 0.07% | +352,264+63.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 874,624 | $6,359 萬 | 0.40% | −255,391−22.6% | 減碼 |
| Glenmede Trust Co NA | 873,998 | $6,354 萬 | 0.34% | −6,868−0.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 871,375 | $6,335 萬 | 0.43% | +447,401+105.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 869,181 | $6,319 萬 | 0.16% | −53,182−5.8% | 減碼 |
| Assenagon Asset Management S.A. | 868,002 | $6,310 萬 | 0.11% | −1,563,839−64.3% | 減碼 |
| State of Wisconsin Investment Board | 851,574 | $6,191 萬 | 0.16% | +29,151+3.5% | 加碼 |
| Marshall Wace, LLP | 846,462 | $6,154 萬 | 0.08% | +846,462 | 新進 |
| Jennison Associates LLC | 844,771 | $6,141 萬 | 0.04% | −31,396−3.6% | 減碼 |
| Achmea Investment Management B.V. | 844,023 | $6,136 萬 | 0.89% | +574,561+213.2% | 加碼 |
| Public Sector Pension Investment Board | 841,778 | $6,120 萬 | 0.26% | +656,751+354.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 833,833 | $6,062 萬 | 0.38% | +148,202+21.6% | 加碼 |
| Panagora Asset Management Inc | 821,117 | $5,970 萬 | 0.30% | −1,449,860−63.8% | 減碼 |
| KBC Group NV | 800,703 | $5,821 萬 | 0.18% | −570,359−41.6% | 減碼 |
| Guggenheim Capital LLC | 800,391 | $5,819 萬 | 0.55% | −53,709−6.3% | 減碼 |
| Clearbridge Investments, LLC | 773,384 | $5,623 萬 | 0.05% | +351,821+83.5% | 加碼 |
| Parnassus Investments | 772,458 | $5,616 萬 | 0.13% | −75,025−8.9% | 減碼 |
| Los Angeles Capital Management LLC | 742,966 | $5,401 萬 | 0.24% | +151,261+25.6% | 加碼 |
| Eventide Asset Management, LLC | 737,195 | $5,359 萬 | 1.07% | +175,985+31.4% | 加碼 |
| Westfield Capital Management Co LP | 736,520 | $5,354 萬 | 0.26% | −520,350−41.4% | 減碼 |
| Royal London Asset Management Ltd | 734,223 | $5,338 萬 | 0.13% | +68,572+10.3% | 加碼 |
| Natixis Advisors, L.P. | 720,180 | $5,236 萬 | 0.10% | +187,842+35.3% | 加碼 |
| Trexquant Investment LP | 718,410 | $5,223 萬 | 0.61% | +144,606+25.2% | 加碼 |
| SG Americas Securities, LLC | 711,225 | $5,171 萬 | 0.18% | +165,354+30.3% | 加碼 |
| Triple Frond Partners LLC | 706,615 | $5,137 萬 | 6.94% | +194,850+38.1% | 加碼 |
| Stifel Financial Corp | 701,801 | $5,102 萬 | 0.05% | +65,442+10.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 696,986 | $5,067 萬 | 0.25% | +30,916+4.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 695,449 | $5,056 萬 | 0.91% | +1,634+0.2% | 加碼 |
| Crosslink Capital Inc | 691,840 | $5,030 萬 | 7.82% | −32,990−4.6% | 減碼 |
| APG Asset Management N.V. | 747,019 | $5,028 萬 | 0.16% | −34,665−4.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 681,706 | $4,956 萬 | 0.16% | −1,974−0.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 680,572 | $4,948 萬 | 0.04% | +51,862+8.2% | 加碼 |
| Bank of Nova Scotia | 677,652 | $4,927 萬 | 0.11% | −2,712,597−80.0% | 減碼 |
| Verition Fund Management LLC | 673,499 | $4,896 萬 | 0.28% | +408,526+154.2% | 加碼 |
| KLP Kapitalforvaltning AS | 657,280 | $4,791 萬 | 0.23% | +19,300+3.0% | 加碼 |
| Teacher Retirement System of Texas | 630,705 | $4,585 萬 | 0.19% | −59,033−8.6% | 減碼 |
| AXA S.A. | 629,817 | $4,579 萬 | 0.15% | +77,585+14.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 629,079 | $4,573 萬 | 0.13% | +6,891+1.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 625,224 | $4,545 萬 | 0.05% | −46,649−6.9% | 減碼 |
| Voya Investment Management LLC | 620,279 | $4,509 萬 | 0.05% | −12,042−1.9% | 減碼 |
| Vaughan David Investments LLC | 619,734 | $4,506 萬 | 1.05% | −5,955−1.0% | 減碼 |
| Ensign Peak Advisors, Inc | 614,311 | $4,466 萬 | 0.09% | −33,747−5.2% | 減碼 |
| Treasurer of the State of North Carolina | 612,405 | $4,452 萬 | 0.18% | −6,354−1.0% | 減碼 |
| Man Group plc | 610,996 | $4,442 萬 | 0.13% | −1,045,858−63.1% | 減碼 |
| Nomura Asset Management Co Ltd | 605,884 | $4,405 萬 | 0.13% | +27,374+4.7% | 加碼 |
| Pinnacle Associates Ltd | 594,718 | $4,324 萬 | 0.63% | +2930.0% | 加碼 |
| Federated Hermes, Inc. | 590,850 | $4,295 萬 | 0.09% | +62,330+11.8% | 加碼 |
| Handelsbanken Fonder AB | 582,137 | $4,232 萬 | 0.17% | −23,232−3.8% | 減碼 |
| Ossiam | 579,237 | $4,211 萬 | 0.59% | +543,908+1,539.6% | 加碼 |
| Andra AP-fonden | 576,495 | $4,191 萬 | 0.69% | −56,905−9.0% | 減碼 |
| STRS Ohio | 575,605 | $4,185 萬 | 0.18% | −3,382−0.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 562,577 | $4,090 萬 | 0.09% | −26,708−4.5% | 減碼 |
| Public Employees Retirement System of Ohio | 559,963 | $4,071 萬 | 0.15% | −24,955−4.3% | 減碼 |
| Creative Planning | 553,039 | $4,021 萬 | 0.04% | +54,305+10.9% | 加碼 |
| Asset Management One Co.,Ltd. | 542,215 | $3,942 萬 | 0.14% | +32,462+6.4% | 加碼 |
| M&G Plc | 518,544 | $3,785 萬 | 0.18% | +265,519+104.9% | 加碼 |
| Baird Financial Group, Inc. | 519,350 | $3,776 萬 | 0.07% | −23,730−4.4% | 減碼 |
| Guinness Asset Management LTD | 507,622 | $3,690 萬 | 0.70% | +25,466+5.3% | 加碼 |
| Kodai Capital Management LP | 505,987 | $3,679 萬 | 1.46% | +505,987 | 新進 |
| Appaloosa LP大師阿帕盧薩 | 500,000 | $3,635 萬 | 0.65% | −750,000−60.0% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 496,689 | $3,611 萬 | 3.69% | +496,689 | 新進 |
| Mn Services Vermogensbeheer B.V. | 488,140 | $3,549 萬 | 0.27% | −34,200−6.5% | 減碼 |
| Pinebridge Investments, L.P. | 487,555 | $3,545 萬 | 0.29% | −210,214−30.1% | 減碼 |
| ARS Investment Partners, LLC | 487,626 | $3,522 萬 | 3.19% | −3,255−0.7% | 減碼 |
| HRT Financial LP | 479,318 | $3,485 萬 | 0.22% | +200,393+71.8% | 加碼 |
| Flputnam Investment Management Co | 476,212 | $3,462 萬 | 0.65% | +4,823+1.0% | 加碼 |
| State of Tennessee, Treasury Department | 463,069 | $3,367 萬 | 0.13% | −15,188−3.2% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 455,360 | $3,310 萬 | 0.03% | 00.0% | 不變 |