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、6 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 2 季 13F 持有人
Lam Research Corp 在 2025/6/30 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
- 1,882
- 較 2025 年第 1 季 +109 家
- 持有股數
- 10.6 億
- 較 2025 年第 1 季 +1,503 萬 (+1.4%)
- 總市值
- $1,027 億
- 較 2025 年第 1 季 +$271.7 億 (+36.0%)
- 新進機構
- 245
- 另有 749 家加碼
- 清倉機構
- 136
- 另有 666 家減碼
另有 28 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blue Whale Capital LLP | 1,879,528 | $1.83 億 | 11.98% | +35,493+1.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,881,738 | $1.83 億 | 0.45% | −2,007,193−51.6% | 減碼 |
| Victory Capital Management Inc | 1,890,335 | $1.84 億 | 0.12% | −14,985−0.8% | 減碼 |
| William Blair Investment Management, LLC | 1,908,368 | $1.86 億 | 0.49% | −1,415,512−42.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,930,945 | $1.88 億 | 0.33% | +199,448+11.5% | 加碼 |
| Millennium Management LLC | 1,939,007 | $1.89 億 | 0.17% | −221,816−10.3% | 減碼 |
| California State Teachers Retirement System | 2,045,341 | $1.99 億 | 0.22% | +7,079+0.3% | 加碼 |
| Epoch Investment Partners, Inc. | 2,056,676 | $2.00 億 | 1.04% | +182,143+9.7% | 加碼 |
| National Bank of Canada | 2,155,423 | $2.10 億 | 0.23% | +241,777+12.6% | 加碼 |
| Canada Pension Plan Investment Board | 2,166,870 | $2.11 億 | 0.18% | −532,273−19.7% | 減碼 |
| California Public Employees Retirement System | 2,169,202 | $2.11 億 | 0.13% | −586,605−21.3% | 減碼 |
| American Century Companies Inc | 2,203,937 | $2.15 億 | 0.12% | +566,479+34.6% | 加碼 |
| ProShare Advisors LLC | 2,266,184 | $2.21 億 | 0.44% | +97,701+4.5% | 加碼 |
| Allianz Asset Management GmbH | 2,316,879 | $2.26 億 | 0.30% | +89,138+4.0% | 加碼 |
| Principal Financial Group Inc | 2,394,834 | $2.33 億 | 0.12% | −1,725−0.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,432,504 | $2.37 億 | 1.01% | +54,281+2.3% | 加碼 |
| Montrusco Bolton Investments Inc. | 2,561,424 | $2.44 億 | 2.71% | +835,196+48.4% | 加碼 |
| Rhumbline Advisers | 2,561,919 | $2.49 億 | 0.21% | −33,901−1.3% | 減碼 |
| Capital Research Global Investors | 2,620,657 | $2.55 億 | 0.05% | −1,426,845−35.3% | 減碼 |
| Oaktop Capital Management II, L.P. | 2,691,460 | $2.62 億 | 28.18% | 00.0% | 不變 |
| Raymond James Financial Inc | 2,745,219 | $2.67 億 | 0.09% | −136,977−4.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,758,497 | $2.69 億 | 0.80% | +789,932+40.1% | 加碼 |
| TD Asset Management Inc | 2,952,409 | $2.87 億 | 0.25% | +248,633+9.2% | 加碼 |
| Voya Investment Management LLC | 2,985,059 | $2.91 億 | 0.29% | +2,364,780+381.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,024,553 | $2.94 億 | 0.24% | +234,369+8.4% | 加碼 |
| HSBC Holdings PLC | 3,042,785 | $2.96 億 | 0.19% | +9,555+0.3% | 加碼 |
| SEI Investments Co | 3,049,460 | $2.97 億 | 0.34% | +451,622+17.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,074,962 | $2.99 億 | 0.19% | +20,228+0.7% | 加碼 |
| DnB Asset Management AS | 3,140,813 | $3.06 億 | 1.27% | +566,754+22.0% | 加碼 |
| Swedbank AB | 3,142,714 | $3.06 億 | 0.34% | +3,142,714 | 新進 |
| Boston Partners | 3,205,478 | $3.12 億 | 0.35% | +855,116+36.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,235,709 | $3.15 億 | 0.20% | +47,478+1.5% | 加碼 |
| National Pension Service | 3,421,664 | $3.33 億 | 0.29% | +238,775+7.5% | 加碼 |
| Envestnet Asset Management Inc | 3,495,415 | $3.40 億 | 0.10% | +378,090+12.1% | 加碼 |
| Alliancebernstein L.P. | 3,740,029 | $3.64 億 | 0.12% | +146,520+4.1% | 加碼 |
| First Trust Advisors LP | 3,842,815 | $3.74 億 | 0.30% | +635,366+19.8% | 加碼 |
| Swiss National Bank | 3,885,700 | $3.78 億 | 0.23% | +256,700+7.1% | 加碼 |
| Royal Bank of Canada | 3,933,581 | $3.83 億 | 0.07% | +777,844+24.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 4,267,972 | $4.15 億 | 0.32% | −937,765−18.0% | 減碼 |
| Massachusetts Financial Services Co | 4,496,884 | $4.38 億 | 0.14% | −241,554−5.1% | 減碼 |
| Rafferty Asset Management, LLC | 4,754,011 | $4.63 億 | 1.53% | +1,163,546+32.4% | 加碼 |
| Deutsche Bank AG | 4,864,498 | $4.74 億 | 0.17% | +840,078+20.9% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 5,260,328 | $5.12 億 | 1.50% | +835,628+18.9% | 加碼 |
| Wells Fargo & Company | 5,809,189 | $5.65 億 | 0.12% | −133,237−2.2% | 減碼 |
| Citigroup Inc | 5,845,471 | $5.69 億 | 0.39% | +641,014+12.3% | 加碼 |
| Van Eck Associates Corp | 6,140,267 | $5.98 億 | 0.68% | +2,024,347+49.2% | 加碼 |
| Franklin Resources Inc | 6,359,361 | $6.19 億 | 0.16% | +66,220+1.1% | 加碼 |
| Dimensional Fund Advisors LP | 6,368,143 | $6.20 億 | 0.14% | −130,842−2.0% | 減碼 |
| Citadel Advisors LLC | 6,369,307 | $6.20 億 | 0.54% | −283,721−4.3% | 減碼 |
| Price T Rowe Associates Inc | 6,879,899 | $6.70 億 | 0.08% | +1,140,678+19.9% | 加碼 |
| FIL Ltd | 7,108,442 | $6.92 億 | 0.59% | +170,048+2.5% | 加碼 |
| Janus Henderson Group PLC | 7,421,772 | $7.22 億 | 0.35% | +30,476+0.4% | 加碼 |
| Barclays PLC | 7,738,427 | $7.53 億 | 0.30% | +1,348,996+21.1% | 加碼 |
| Winslow Capital Management, LLC | 8,310,124 | $8.09 億 | 2.70% | +540,252+7.0% | 加碼 |
| Alkeon Capital Management LLC | 8,504,456 | $8.28 億 | 4.02% | +550,000+6.9% | 加碼 |
| Pictet Asset Management Holding SA | 8,824,976 | $8.59 億 | 0.87% | +728,036+9.0% | 加碼 |
| Charles Schwab Investment Management Inc | 9,057,190 | $8.82 億 | 0.15% | +165,778+1.9% | 加碼 |
| Nuveen, LLC | 9,202,568 | $8.96 億 | 0.25% | +889,722+10.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,677,640 | $9.42 億 | 2.85% | +1,084,306+12.6% | 加碼 |
| Artisan Partners Limited Partnership | 9,849,868 | $9.59 億 | 1.43% | +2,575,456+35.4% | 加碼 |
| UBS Group AG | 9,876,133 | $9.61 億 | 0.20% | −565,522−5.4% | 減碼 |
| Coatue Management LLC大師Coatue | 10,507,492 | $10.2 億 | 2.85% | +2,297,923+28.0% | 加碼 |
| Nordea Investment Management AB | 10,594,574 | $10.3 億 | 0.95% | +2,692,189+34.1% | 加碼 |
| Amundi | 10,777,072 | $10.3 億 | 0.36% | −1,363,347−11.2% | 減碼 |
| Bank of New York Mellon Corp | 10,606,659 | $10.3 億 | 0.20% | −508,158−4.6% | 減碼 |
| Legal & General Group Plc | 10,879,674 | $10.6 億 | 0.26% | +343,766+3.3% | 加碼 |
| Bank of America Corp | 11,875,468 | $11.6 億 | 0.09% | +854,507+7.8% | 加碼 |
| Goldman Sachs Group Inc | 13,906,612 | $13.5 億 | 0.22% | +4,431,704+46.8% | 加碼 |
| Northern Trust Corp | 14,573,447 | $14.2 億 | 0.20% | −303,808−2.0% | 減碼 |
| UBS Asset Management Americas Inc | 14,995,794 | $14.6 億 | 0.30% | +1,615,741+12.1% | 加碼 |
| Invesco Ltd. | 17,919,290 | $17.4 億 | 0.30% | +588,519+3.4% | 加碼 |
| Morgan Stanley | 19,063,639 | $18.6 億 | 0.12% | −1,288,845−6.3% | 減碼 |
| Norges Bank | 19,463,578 | $18.9 億 | 0.24% | −305,583−1.5% | 減碼 |
| FMR LLC | 25,651,454 | $25.0 億 | 0.14% | −7,939,773−23.6% | 減碼 |
| Ameriprise Financial Inc | 30,440,197 | $29.6 億 | 0.73% | −3,779,734−11.0% | 減碼 |
| Geode Capital Management, LLC | 33,802,736 | $32.8 億 | 0.23% | +1,135,405+3.5% | 加碼 |
| JPMorgan Chase & Co | 40,622,437 | $39.5 億 | 0.27% | +5,099,489+14.4% | 加碼 |
| State Street Corp | 59,551,547 | $58.1 億 | 0.22% | +629,666+1.1% | 加碼 |
| BlackRock, Inc. | 122,202,650 | $119.0 億 | 0.23% | −1,608,221−1.3% | 減碼 |
| Vanguard Group Inc | 130,609,265 | $127.1 億 | 0.21% | +1,457,163+1.1% | 加碼 |
| WFA Asset Management Corp | 87 | – | – | 00.0% | 不變 |
| Omnitrust Wealth Management, Inc | 824 | – | – | +824 | 新進 |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,980,610−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −844,023−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −736,520−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −479,318−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −425,921−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −403,000−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −398,454−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −371,000−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −304,505−100.0% | 清倉 |
| Cincinnati Financial Corp | 0 | $0 | 0.00% | −277,240−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −211,646−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −173,648−100.0% | 清倉 |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −167,361−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −128,114−100.0% | 清倉 |
| Financial Counselors Inc | 0 | $0 | 0.00% | −118,973−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,252−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −77,959−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −72,348−100.0% | 清倉 |