LAM RESEARCH CORP
LRCX- 交易所
- Nasdaq
- 產業
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
13F 持有人：2025 年第 2 季
持倉截至 2025/6/30。
管理 1 億美元以上美股的投資機構，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
- 1,883
- 較 2025 年第 1 季 +81
- 持有股數
- 10.6 億
- 較 2025 年第 1 季 +1,585.7 萬 (+1.5%)
- 總市值
- $1,031.48 億
- 較 2025 年第 1 季 +$273.36 億 (+36.1%)
歷年持有家數
2020 年第 3 季 2 家 → 2025 年第 2 季 1,883 家
看各季數字
| 季度 | 家數 |
|---|---|
| 2025 年第 2 季 | 1,883 |
| 2025 年第 1 季 | 1,802 |
| 2024 年第 4 季 | 1,697 |
| 2024 年第 3 季 | 1,469 |
| 2024 年第 2 季 | 1,793 |
| 2024 年第 1 季 | 1,732 |
| 2023 年第 4 季 | 1,632 |
| 2023 年第 3 季 | 1,451 |
| 2023 年第 2 季 | 1,434 |
| 2023 年第 1 季 | 1,366 |
| 2022 年第 4 季 | 1,347 |
| 2022 年第 3 季 | 1,273 |
| 2022 年第 2 季 | 1,310 |
| 2022 年第 1 季 | 1,391 |
| 2021 年第 4 季 | 1,461 |
| 2021 年第 3 季 | 1,301 |
| 2021 年第 2 季 | 1,315 |
| 2021 年第 1 季 | 1,263 |
| 2020 年第 4 季 | 2 |
| 2020 年第 3 季 | 2 |
持有機構
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 130,609,265 | $127.14 億 | 0.21% | +1,457,163+1.1% | 加碼 |
| BlackRock, Inc. | 122,202,650 | $118.95 億 | 0.23% | −1,608,221−1.3% | 減碼 |
| STATE STREET CORP | 59,551,547 | $58.1 億 | 0.22% | +629,666+1.1% | 加碼 |
| JPMORGAN CHASE & CO | 40,622,437 | $39.54 億 | 0.27% | +5,099,489+14.4% | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 33,802,736 | $32.8 億 | 0.23% | +1,135,405+3.5% | 加碼 |
| AMERIPRISE FINANCIAL INC | 30,440,197 | $29.63 億 | 0.73% | −3,779,734−11.0% | 減碼 |
| FMR LLC | 25,651,454 | $24.97 億 | 0.14% | −7,939,773−23.6% | 減碼 |
| NORGES BANK | 19,463,578 | $18.95 億 | 0.24% | −305,583−1.5% | 減碼 |
| MORGAN STANLEY | 19,063,639 | $18.56 億 | 0.12% | −1,288,845−6.3% | 減碼 |
| Invesco Ltd. | 17,919,290 | $17.44 億 | 0.30% | +588,519+3.4% | 加碼 |
| UBS ASSET MANAGEMENT AMERICAS INC | 14,995,794 | $14.6 億 | 0.30% | +1,615,741+12.1% | 加碼 |
| NORTHERN TRUST CORP | 14,573,447 | $14.19 億 | 0.20% | −303,808−2.0% | 減碼 |
| GOLDMAN SACHS GROUP INC | 13,906,612 | $13.54 億 | 0.22% | +4,431,704+46.8% | 加碼 |
| BANK OF AMERICA CORP /DE/ | 11,875,468 | $11.56 億 | 0.09% | +854,507+7.8% | 加碼 |
| Legal & General Group Plc | 10,879,674 | $10.59 億 | 0.26% | +343,766+3.3% | 加碼 |
| Bank of New York Mellon Corp | 10,606,659 | $10.32 億 | 0.20% | −508,158−4.6% | 減碼 |
| AMUNDI | 10,777,072 | $10.32 億 | 0.36% | −1,363,347−11.2% | 減碼 |
| NORDEA INVESTMENT MANAGEMENT AB | 10,594,574 | $10.29 億 | 0.95% | +2,692,189+34.1% | 加碼 |
| COATUE MANAGEMENT LLC大師Coatue | 10,507,492 | $10.23 億 | 2.85% | +2,297,923+28.0% | 加碼 |
| UBS Group AG | 9,876,133 | $9.61 億 | 0.20% | −565,522−5.4% | 減碼 |
| Artisan Partners Limited Partnership | 9,849,868 | $9.59 億 | 1.43% | +2,575,456+35.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,677,640 | $9.42 億 | 2.85% | +1,084,306+12.6% | 加碼 |
| Nuveen, LLC | 9,202,568 | $8.96 億 | 0.25% | +889,722+10.7% | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,057,190 | $8.82 億 | 0.15% | +165,778+1.9% | 加碼 |
| Pictet Asset Management Holding SA | 8,824,976 | $8.59 億 | 0.87% | +728,036+9.0% | 加碼 |
| ALKEON CAPITAL MANAGEMENT LLC | 8,504,456 | $8.28 億 | 4.02% | +550,000+6.9% | 加碼 |
| Winslow Capital Management, LLC | 8,310,124 | $8.09 億 | 2.70% | +540,252+7.0% | 加碼 |
| ROYAL BANK OF CANADA | 7,867,162 | $7.66 億 | 0.07% | +4,711,425+149.3% | 加碼 |
| BARCLAYS PLC | 7,738,427 | $7.53 億 | 0.30% | +1,348,996+21.1% | 加碼 |
| JANUS HENDERSON GROUP PLC | 7,421,772 | $7.22 億 | 0.35% | +30,476+0.4% | 加碼 |
| FIL Ltd | 7,108,442 | $6.92 億 | 0.59% | +170,048+2.5% | 加碼 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6,879,899 | $6.7 億 | 0.08% | +1,140,678+19.9% | 加碼 |
| CITADEL ADVISORS LLC | 6,369,307 | $6.2 億 | 0.54% | −283,721−4.3% | 減碼 |
| DIMENSIONAL FUND ADVISORS LP | 6,368,143 | $6.2 億 | 0.14% | −130,842−2.0% | 減碼 |
| FRANKLIN RESOURCES INC | 6,359,361 | $6.19 億 | 0.16% | +66,220+1.1% | 加碼 |
| VAN ECK ASSOCIATES CORP | 6,140,267 | $5.98 億 | 0.68% | +2,024,347+49.2% | 加碼 |
| CITIGROUP INC | 5,845,471 | $5.69 億 | 0.39% | +641,014+12.3% | 加碼 |
| WELLS FARGO & COMPANY/MN | 5,809,189 | $5.65 億 | 0.12% | −133,237−2.2% | 減碼 |
| TIGER GLOBAL MANAGEMENT LLC大師老虎環球 | 5,260,328 | $5.12 億 | 1.50% | +835,628+18.9% | 加碼 |
| DEUTSCHE BANK AG\ | 4,864,498 | $4.74 億 | 0.17% | +840,078+20.9% | 加碼 |
| Rafferty Asset Management, LLC | 4,754,011 | $4.63 億 | 1.53% | +1,163,546+32.4% | 加碼 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,496,884 | $4.38 億 | 0.14% | −241,554−5.1% | 減碼 |
| BNP PARIBAS ARBITRAGE, SA | 4,267,972 | $4.15 億 | 0.32% | −937,765−18.0% | 減碼 |
| Swiss National Bank | 3,885,700 | $3.78 億 | 0.23% | +256,700+7.1% | 加碼 |
| FIRST TRUST ADVISORS LP | 3,842,815 | $3.74 億 | 0.30% | +635,366+19.8% | 加碼 |
| ALLIANCEBERNSTEIN L.P. | 3,740,029 | $3.64 億 | 0.12% | +146,520+4.1% | 加碼 |
| ENVESTNET ASSET MANAGEMENT INC | 3,495,415 | $3.4 億 | 0.10% | +378,090+12.1% | 加碼 |
| National Pension Service | 3,421,664 | $3.33 億 | 0.29% | +238,775+7.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,235,709 | $3.15 億 | 0.20% | +47,478+1.5% | 加碼 |
| Boston Partners | 3,205,478 | $3.12 億 | 0.35% | +855,116+36.4% | 加碼 |
| Swedbank AB | 3,142,714 | $3.06 億 | 0.34% | +3,142,714 | 新進 |
| DnB Asset Management AS | 3,140,813 | $3.06 億 | 1.27% | +566,754+22.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,074,962 | $2.99 億 | 0.19% | +20,228+0.7% | 加碼 |
| SEI INVESTMENTS CO | 3,049,460 | $2.97 億 | 0.34% | +451,622+17.4% | 加碼 |
| HSBC HOLDINGS PLC | 3,042,785 | $2.96 億 | 0.19% | +9,555+0.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,024,553 | $2.94 億 | 0.24% | +234,369+8.4% | 加碼 |
| Voya Investment Management LLC | 2,985,059 | $2.91 億 | 0.29% | +1,744,501+140.6% | 加碼 |
| TD ASSET MANAGEMENT INC | 2,952,409 | $2.87 億 | 0.25% | +248,633+9.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,758,497 | $2.69 億 | 0.80% | +789,932+40.1% | 加碼 |
| RAYMOND JAMES FINANCIAL INC | 2,745,219 | $2.67 億 | 0.09% | −136,977−4.8% | 減碼 |
| Oaktop Capital Management II, L.P. | 2,691,460 | $2.62 億 | 28.18% | 00.0% | 不變 |
| Capital Research Global Investors | 2,620,657 | $2.55 億 | 0.05% | −1,426,845−35.3% | 減碼 |
| RHUMBLINE ADVISERS | 2,561,919 | $2.49 億 | 0.21% | −33,901−1.3% | 減碼 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 2,561,424 | $2.44 億 | 2.71% | +835,196+48.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,432,504 | $2.37 億 | 1.01% | +54,281+2.3% | 加碼 |
| PRINCIPAL FINANCIAL GROUP INC | 2,394,834 | $2.33 億 | 0.12% | −1,725−0.1% | 減碼 |
| Allianz Asset Management GmbH | 2,316,879 | $2.26 億 | 0.30% | +89,138+4.0% | 加碼 |
| ProShare Advisors LLC | 2,266,184 | $2.21 億 | 0.44% | +97,701+4.5% | 加碼 |
| AMERICAN CENTURY COMPANIES INC | 2,203,937 | $2.15 億 | 0.12% | +566,479+34.6% | 加碼 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2,169,202 | $2.11 億 | 0.13% | −586,605−21.3% | 減碼 |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,166,870 | $2.11 億 | 0.18% | −532,273−19.7% | 減碼 |
| NATIONAL BANK OF CANADA /FI/ | 2,155,423 | $2.1 億 | 0.23% | +241,777+12.6% | 加碼 |
| Epoch Investment Partners, Inc. | 2,056,676 | $2 億 | 1.04% | +182,143+9.7% | 加碼 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2,045,341 | $1.99 億 | 0.22% | +7,079+0.3% | 加碼 |
| MILLENNIUM MANAGEMENT LLC | 1,939,007 | $1.89 億 | 0.17% | −221,816−10.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,930,945 | $1.88 億 | 0.33% | +199,448+11.5% | 加碼 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,908,368 | $1.86 億 | 0.49% | −1,415,512−42.6% | 減碼 |
| VICTORY CAPITAL MANAGEMENT INC | 1,890,335 | $1.84 億 | 0.12% | −14,985−0.8% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,881,738 | $1.83 億 | 0.45% | −2,007,193−51.6% | 減碼 |
| Blue Whale Capital LLP | 1,879,528 | $1.83 億 | 11.98% | +35,493+1.9% | 加碼 |
| Neuberger Berman Group LLC | 1,863,899 | $1.81 億 | 0.14% | −33,168−1.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,854,296 | $1.8 億 | 0.29% | +902,231+94.8% | 加碼 |
| M&G Plc | 1,835,912 | $1.78 億 | 0.98% | +1,317,368+254.1% | 加碼 |
| CI Private Wealth, LLC | 1,823,595 | $1.78 億 | 0.24% | −20,865−1.1% | 減碼 |
| Heard Capital LLC | 1,752,190 | $1.71 億 | 8.91% | −153,915−8.1% | 減碼 |
| MACKENZIE FINANCIAL CORP | 1,740,647 | $1.69 億 | 0.22% | +174,977+11.2% | 加碼 |
| LORD, ABBETT & CO. LLC | 1,739,295 | $1.69 億 | 0.54% | −192,072−9.9% | 減碼 |
| Russell Investments Group, Ltd. | 1,706,514 | $1.66 億 | 0.21% | −488,158−22.2% | 減碼 |
| Bridgewater Associates, LP | 1,638,780 | $1.6 億 | 0.64% | −321,457−16.4% | 減碼 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,608,772 | $1.57 億 | 0.21% | +1,528+0.1% | 加碼 |
| ACADIAN ASSET MANAGEMENT LLC | 1,592,753 | $1.55 億 | 0.32% | +1,385,667+669.1% | 加碼 |
| MARSHALL WACE, LLP | 1,502,100 | $1.46 億 | 0.17% | +655,638+77.5% | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 1,484,481 | $1.44 億 | 0.12% | +577,155+63.6% | 加碼 |
| Erste Asset Management GmbH | 1,443,713 | $1.4 億 | 1.18% | +181,337+14.4% | 加碼 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,407,920 | $1.37 億 | 0.23% | −4,100−0.3% | 減碼 |
| BANK OF MONTREAL /CAN/ | 1,400,232 | $1.36 億 | 0.07% | +156,725+12.6% | 加碼 |
| Polar Capital Holdings Plc | 1,391,611 | $1.35 億 | 0.71% | +1,391,611 | 新進 |
| PRUDENTIAL FINANCIAL INC | 1,370,288 | $1.33 億 | 0.17% | +50,970+3.9% | 加碼 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,358,922 | $1.32 億 | 0.12% | −128,063−8.6% | 減碼 |
| DANSKE BANK A/S | 1,332,026 | $1.3 億 | 0.32% | +378,765+39.7% | 加碼 |