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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 454,924 | $3,307 萬 | 0.09% | −33,138−6.8% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 454,751 | $3,306 萬 | 1.34% | +1000.0% | 加碼 |
| Mercer Global Advisors Inc | 452,764 | $3,292 萬 | 0.08% | +34,312+8.2% | 加碼 |
| QRG Capital Management, Inc. | 449,384 | $3,267 萬 | 0.34% | +19,341+4.5% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 447,106 | $3,250 萬 | 0.55% | +4,456+1.0% | 加碼 |
| Commonwealth Equity Services, LLC | 446,583 | $3,247 萬 | 0.05% | −40,852−8.4% | 減碼 |
| Nicholas Company, Inc. | 442,540 | $3,217 萬 | 0.56% | −100.0% | 減碼 |
| Colony Group, LLC | 442,143 | $3,214 萬 | 0.08% | −370,312−45.6% | 減碼 |
| Resona Asset Management Co.,Ltd. | 441,815 | $3,211 萬 | 0.19% | +26,545+6.4% | 加碼 |
| Nissay Asset Management Corp | 440,669 | $3,204 萬 | 0.21% | +19,802+4.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 440,313 | $3,201 萬 | 0.14% | −36,908−7.7% | 減碼 |
| US Bancorp | 437,832 | $3,183 萬 | 0.04% | +1,803+0.4% | 加碼 |
| Capital Fund Management S.A. | 435,006 | $3,162 萬 | 0.40% | −777,299−64.1% | 減碼 |
| Cerity Partners LLC | 430,948 | $3,133 萬 | 0.06% | +99,778+30.1% | 加碼 |
| NewEdge Wealth, LLC | 429,235 | $3,121 萬 | 0.57% | +6,859+1.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 427,926 | $3,111 萬 | 0.19% | −8,816−2.0% | 減碼 |
| Qube Research & Technologies Ltd | 425,921 | $3,096 萬 | 0.05% | −1,516,955−78.1% | 減碼 |
| Nisa Investment Advisors, LLC | 417,020 | $3,041 萬 | 0.15% | −9,944−2.3% | 減碼 |
| CIBC Asset Management Inc | 416,170 | $3,026 萬 | 0.10% | +1,658+0.4% | 加碼 |
| British Columbia Investment Management Corp | 415,242 | $3,019 萬 | 0.19% | −66,445−13.8% | 減碼 |
| Swiss Life Asset Management Ltd | 406,455 | $2,955 萬 | 0.21% | +7,303+1.8% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 403,000 | $2,930 萬 | 0.45% | −15,000−3.6% | 減碼 |
| Forsta Ap-Fonden | 398,800 | $2,899 萬 | 0.22% | −13,200−3.2% | 減碼 |
| Corebridge Financial, Inc. | 398,454 | $2,897 萬 | 0.17% | −14,619−3.5% | 減碼 |
| Truist Financial Corp | 393,839 | $2,863 萬 | 0.05% | −36,337−8.4% | 減碼 |
| MetLife Investment Management | 389,416 | $2,831 萬 | 0.15% | −7,802−2.0% | 減碼 |
| Arizona State Retirement System | 377,533 | $2,745 萬 | 0.17% | +377,533 | 新進 |
| State of Michigan Retirement System | 376,400 | $2,736 萬 | 0.16% | −1,000−0.3% | 減碼 |
| Maplelane Capital, LLC | 371,000 | $2,697 萬 | 2.51% | +371,000 | 新進 |
| Assetmark, Inc | 368,643 | $2,680 萬 | 0.07% | +20,928+6.0% | 加碼 |
| Walleye Capital LLC | 363,347 | $2,642 萬 | 0.29% | −166,293−31.4% | 減碼 |
| Harbor Island Capital LLC | 355,120 | $2,582 萬 | 12.79% | −5,780−1.6% | 減碼 |
| DJE Kapital AG | 361,385 | $2,572 萬 | 0.76% | +166,183+85.1% | 加碼 |
| Cetera Investment Advisers | 353,592 | $2,571 萬 | 0.05% | +25,348+7.7% | 加碼 |
| Quantinno Capital Management LP | 350,972 | $2,552 萬 | 0.17% | +185,260+111.8% | 加碼 |
| Xponance, Inc. | 347,027 | $2,523 萬 | 0.24% | +24,055+7.4% | 加碼 |
| Vontobel Holding Ltd. | 339,965 | $2,472 萬 | 0.09% | −17,048−4.8% | 減碼 |
| Crestwood Advisors Group LLC | 339,568 | $2,469 萬 | 0.47% | +11,873+3.6% | 加碼 |
| Calamos Advisors LLC | 335,424 | $2,439 萬 | 0.12% | +2,457+0.7% | 加碼 |
| Artemis Investment Management LLP | 331,594 | $2,411 萬 | 0.37% | +182,287+122.1% | 加碼 |
| Twin Tree Management, LP | 327,687 | $2,382 萬 | 0.52% | +260,736+389.4% | 加碼 |
| Neville Rodie & Shaw Inc | 322,692 | $2,346 萬 | 1.84% | −27,100−7.7% | 減碼 |
| Generate Investment Management Ltd | 315,485 | $2,294 萬 | 1.61% | +315,485 | 新進 |
| Squarepoint Ops LLC | 312,631 | $2,273 萬 | 0.06% | −951,084−75.3% | 減碼 |
| Virginia Retirement Systems Et Al | 306,620 | $2,229 萬 | 0.17% | +306,620 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 306,560 | $2,229 萬 | 0.27% | +26,400+9.4% | 加碼 |
| Tudor Investment Corp Et Al | 304,505 | $2,214 萬 | 0.20% | +106,040+53.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 300,896 | $2,188 萬 | 0.03% | −3,224,542−91.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 300,193 | $2,182 萬 | 0.04% | +36,825+14.0% | 加碼 |
| Braun Stacey Associates Inc | 299,548 | $2,178 萬 | 0.89% | −487−0.2% | 減碼 |
| Summit Street Capital Management, LLC | 297,643 | $2,164 萬 | 3.60% | +13,383+4.7% | 加碼 |
| Distillate Capital Partners LLC | 295,137 | $2,146 萬 | 1.10% | +295,137 | 新進 |
| Czech National Bank | 294,837 | $2,143 萬 | 0.20% | +15,858+5.7% | 加碼 |
| McGuire Investment Group, LLC | 294,481 | $2,141 萬 | 3.18% | −70.0% | 減碼 |
| Burney Co | 293,878 | $2,136 萬 | 0.78% | +113,240+62.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 293,770 | $2,136 萬 | 0.27% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 293,557 | $2,134 萬 | 0.13% | +19,969+7.3% | 加碼 |
| Daiwa Securities Group Inc. | 290,614 | $2,113 萬 | 0.09% | −5,101−1.7% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 283,900 | $2,064 萬 | 0.82% | 00.0% | 不變 |
| Credit Agricole S A | 282,475 | $2,054 萬 | 0.08% | −671,851−70.4% | 減碼 |
| Empire Life Investments Inc. | 282,241 | $2,052 萬 | 1.34% | −303−0.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 280,426 | $2,040 萬 | 0.10% | +82,853+41.9% | 加碼 |
| Cincinnati Financial Corp | 277,240 | $2,016 萬 | 0.45% | 00.0% | 不變 |
| Retirement Systems of Alabama | 275,846 | $2,005 萬 | 0.08% | −2,733−1.0% | 減碼 |
| Lido Advisors, LLC | 274,490 | $2,002 萬 | 0.12% | +4,914+1.8% | 加碼 |
| Amalgamated Bank | 272,613 | $1,982 萬 | 0.17% | +6,274+2.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 272,000 | $1,977 萬 | 0.95% | +272,000 | 新進 |
| Moneta Group Investment Advisors LLC | 268,894 | $1,955 萬 | 0.27% | −3,381−1.2% | 減碼 |
| Pathstone Holdings, LLC | 268,270 | $1,952 萬 | 0.08% | +173,486+183.0% | 加碼 |
| Wealth Architects, LLC | 264,323 | $1,922 萬 | 2.12% | −458−0.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 262,958 | $1,912 萬 | 1.11% | −2,901−1.1% | 減碼 |
| SummitTX Capital, L.P. | 256,749 | $1,867 萬 | 0.82% | +256,749 | 新進 |
| Two Sigma Investments, LP | 256,659 | $1,866 萬 | 0.04% | −2,552,367−90.9% | 減碼 |
| UniSuper Management Pty Ltd | 256,516 | $1,865 萬 | 0.14% | +10,400+4.2% | 加碼 |
| Four Tree Island Advisory LLC | 255,366 | $1,857 萬 | 13.04% | +11,217+4.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 254,330 | $1,849 萬 | 0.16% | −20,400−7.4% | 減碼 |
| Phoenix Holdings Ltd. | 251,477 | $1,833 萬 | 0.28% | +234,574+1,387.8% | 加碼 |
| Huntington National Bank | 252,167 | $1,833 萬 | 0.13% | −42,595−14.5% | 減碼 |
| Davidson Kempner Capital Management LP | 250,000 | $1,818 萬 | 0.26% | +250,000 | 新進 |
| Capco Asset Management, LLC | 249,798 | $1,816 萬 | 4.30% | −6,229−2.4% | 減碼 |
| IFM Investors Pty Ltd | 249,050 | $1,811 萬 | 0.20% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 248,765 | $1,809 萬 | 0.04% | +23,578+10.5% | 加碼 |
| GF Fund Management Co. Ltd. | 248,293 | $1,805 萬 | 0.42% | +4,437+1.8% | 加碼 |
| Comerica Bank | 248,159 | $1,804 萬 | 0.08% | +248,159 | 新進 |
| Penserra Capital Management LLC | 245,250 | $1,783 萬 | 0.32% | +60,344+32.6% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 259,569 | $1,752 萬 | 1.41% | +14,678+6.0% | 加碼 |
| Advisor Group Holdings, Inc. | 239,311 | $1,740 萬 | 0.04% | −3,221−1.3% | 減碼 |
| Ci Investments Inc. | 239,223 | $1,739 萬 | 0.07% | −53,779−18.4% | 減碼 |
| Macquarie Group Ltd | 238,692 | $1,735 萬 | 0.02% | +58,502+32.5% | 加碼 |
| Transform Wealth, LLC | 237,423 | $1,732 萬 | 1.05% | −911−0.4% | 減碼 |
| Gradient Investments LLC | 234,025 | $1,701 萬 | 0.34% | +16,468+7.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 227,684 | $1,658 萬 | 0.03% | −15,818−6.5% | 減碼 |
| Lazard Asset Management LLC | 227,226 | $1,652 萬 | 0.03% | +39,832+21.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 227,046 | $1,651 萬 | 0.06% | +51,281+29.2% | 加碼 |
| Castleark Management LLC | 226,938 | $1,650 萬 | 0.57% | +105,658+87.1% | 加碼 |
| Banco Santander, S.A. | 226,900 | $1,650 萬 | 0.18% | +52,252+29.9% | 加碼 |
| USS Investment Management Ltd | 226,636 | $1,647 萬 | 0.13% | −67,066−22.8% | 減碼 |
| Oddo BHF Asset Management SAS | 225,933 | $1,643 萬 | 0.67% | +219,569+3,450.2% | 加碼 |
| LMR Partners LLP | 225,278 | $1,638 萬 | 0.33% | +106,819+90.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 221,426 | $1,615 萬 | 0.39% | −13,577−5.8% | 減碼 |