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 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
- 1,883
- 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 667 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,301,501 | $1.27 億 | 0.04% | +145,794+12.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,293,768 | $1.26 億 | 0.44% | −34,151−2.6% | 減碼 |
| HM Payson & Co | 1,293,129 | $1.26 億 | 1.99% | +132,727+11.4% | 加碼 |
| DJE Kapital AG | 1,294,931 | $1.26 億 | 3.07% | +933,546+258.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,286,887 | $1.25 億 | 0.09% | +1,286,887 | 新進 |
| State Board of Administration of Florida Retirement System | 1,271,816 | $1.24 億 | 0.22% | +9,216+0.7% | 加碼 |
| Los Angeles Capital Management LLC | 1,254,343 | $1.22 億 | 0.46% | +511,377+68.8% | 加碼 |
| Captrust Financial Advisors | 1,222,223 | $1.19 億 | 0.27% | +37,545+3.2% | 加碼 |
| RE Advisers Corp | 1,135,700 | $1.11 億 | 2.62% | +3,900+0.3% | 加碼 |
| Man Group plc | 1,128,747 | $1.10 億 | 0.24% | +517,751+84.7% | 加碼 |
| Zurich Insurance Group Ltd | 1,122,432 | $1.09 億 | 0.84% | +100,837+9.9% | 加碼 |
| Bank of Nova Scotia | 1,120,512 | $1.09 億 | 0.22% | +442,860+65.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 1,082,312 | $1.05 億 | 0.52% | +207,688+23.7% | 加碼 |
| HighTower Advisors, LLC | 1,076,575 | $1.05 億 | 0.13% | +78,949+7.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,076,576 | $1.05 億 | 0.20% | −152,183−12.4% | 減碼 |
| Assenagon Asset Management S.A. | 1,075,091 | $1.05 億 | 0.17% | +207,089+23.9% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $1.03 億 | 0.59% | 00.0% | 不變 |
| NZS Capital, LLC | 1,054,878 | $1.03 億 | 3.49% | +123,118+13.2% | 加碼 |
| New York State Teachers Retirement System | 1,044,815 | $1.02 億 | 0.21% | +55,588+5.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 1,030,267 | $1.00 億 | 0.58% | +196,434+23.6% | 加碼 |
| Standard Life Aberdeen plc | 1,013,051 | $9,873 萬 | 0.17% | +60,582+6.4% | 加碼 |
| Natixis | 1,013,403 | $9,864 萬 | 0.49% | −108,514−9.7% | 減碼 |
| Ensign Peak Advisors, Inc | 1,003,847 | $9,771 萬 | 0.17% | +389,536+63.4% | 加碼 |
| Eventide Asset Management, LLC | 996,897 | $9,728 萬 | 1.70% | +259,702+35.2% | 加碼 |
| Mariner, LLC | 975,510 | $9,496 萬 | 0.14% | +24,698+2.6% | 加碼 |
| Korea Investment CORP | 973,557 | $9,477 萬 | 0.21% | +34,717+3.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 972,820 | $9,469 萬 | 0.20% | −21,896−2.2% | 減碼 |
| Associated Banc-Corp | 968,302 | $9,425 萬 | 2.67% | +4,912+0.5% | 加碼 |
| Aviva PLC | 967,245 | $9,415 萬 | 0.19% | −35,668−3.6% | 減碼 |
| Holocene Advisors, LP | 909,420 | $8,852 萬 | 0.22% | −649,202−41.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 898,951 | $8,750 萬 | 0.20% | +29,770+3.4% | 加碼 |
| Glenmede Investment Management, LP | 885,080 | $8,615 萬 | 0.44% | +885,080 | 新進 |
| Schroder Investment Management Group | 876,645 | $8,533 萬 | 0.07% | −1,311,143−59.9% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 870,000 | $8,489 萬 | 0.84% | −660,000−43.1% | 減碼 |
| Teewinot Capital Advisers, L.L.C. | 863,463 | $8,405 萬 | 6.91% | +366,774+73.8% | 加碼 |
| KBC Group NV | 849,039 | $8,265 萬 | 0.22% | +48,336+6.0% | 加碼 |
| Jennison Associates LLC | 844,643 | $8,222 萬 | 0.05% | −1280.0% | 減碼 |
| Guggenheim Capital LLC | 833,227 | $8,111 萬 | 0.66% | +32,836+4.1% | 加碼 |
| Panagora Asset Management Inc | 832,578 | $8,104 萬 | 0.37% | +11,461+1.4% | 加碼 |
| Stifel Financial Corp | 832,430 | $8,103 萬 | 0.08% | +130,629+18.6% | 加碼 |
| Susquehanna International Group, LLP | 822,170 | $8,003 萬 | 0.12% | −576,193−41.2% | 減碼 |
| Crosslink Capital Inc | 815,840 | $7,941 萬 | 4.52% | +124,000+17.9% | 加碼 |
| Ossiam | 810,922 | $7,894 萬 | 0.89% | +231,685+40.0% | 加碼 |
| AXA S.A. | 793,787 | $7,727 萬 | 0.22% | +163,970+26.0% | 加碼 |
| Storebrand Asset Management AS | 775,023 | $7,544 萬 | 0.22% | −738,669−48.8% | 減碼 |
| Toronto Dominion Bank | 770,153 | $7,497 萬 | 0.16% | −536,619−41.1% | 減碼 |
| Jupiter Asset Management Ltd | 766,339 | $7,460 萬 | 0.62% | +694,848+971.9% | 加碼 |
| Truist Financial Corp | 763,628 | $7,433 萬 | 0.11% | +369,789+93.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 740,049 | $7,204 萬 | 0.05% | +59,477+8.7% | 加碼 |
| Platinum Investment Management Ltd | 733,193 | $7,137 萬 | 4.75% | −411,137−35.9% | 減碼 |
| Freestone Grove Partners LP | 728,322 | $7,089 萬 | 0.54% | −871,408−54.5% | 減碼 |
| Parnassus Investments | 728,028 | $7,087 萬 | 0.16% | −44,430−5.8% | 減碼 |
| Skye Global Management LP | 728,000 | $7,086 萬 | 1.51% | −274,000−27.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 723,214 | $7,040 萬 | 0.28% | −2,491,537−77.5% | 減碼 |
| Royal London Asset Management Ltd | 711,159 | $6,922 萬 | 0.16% | −23,064−3.1% | 減碼 |
| Triple Frond Partners LLC | 706,615 | $6,878 萬 | 7.78% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 698,631 | $6,801 萬 | 0.22% | +86,226+14.1% | 加碼 |
| Artemis Investment Management LLP | 692,081 | $6,737 萬 | 0.87% | +360,487+108.7% | 加碼 |
| State of Wisconsin Investment Board | 685,796 | $6,676 萬 | 0.16% | −165,778−19.5% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 684,215 | $6,660 萬 | 0.19% | +2,509+0.4% | 加碼 |
| APG Asset Management N.V. | 796,023 | $6,601 萬 | 0.20% | +49,004+6.6% | 加碼 |
| ING Groep NV | 676,925 | $6,589 萬 | 0.40% | −479,638−41.5% | 減碼 |
| KLP Kapitalforvaltning AS | 673,080 | $6,565 萬 | 0.28% | +15,800+2.4% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 672,351 | $6,545 萬 | 1.33% | +672,351 | 新進 |
| Baird Financial Group, Inc. | 667,781 | $6,500 萬 | 0.11% | +148,431+28.6% | 加碼 |
| Natixis Advisors, L.P. | 667,202 | $6,495 萬 | 0.10% | −52,978−7.4% | 減碼 |
| Andra AP-fonden | 663,995 | $6,463 萬 | 0.90% | +87,500+15.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 660,570 | $6,430 萬 | 0.16% | +31,491+5.0% | 加碼 |
| Vaughan David Investments LLC | 620,609 | $6,041 萬 | 1.35% | +875+0.1% | 加碼 |
| Nomura Asset Management Co Ltd | 618,118 | $6,017 萬 | 0.16% | +12,234+2.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 617,838 | $6,014 萬 | 0.26% | −79,148−11.4% | 減碼 |
| Virginia Retirement Systems Et Al | 606,375 | $5,902 萬 | 0.41% | +299,755+97.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 588,864 | $5,732 萬 | 0.06% | −36,360−5.8% | 減碼 |
| Driehaus Capital Management LLC | 575,535 | $5,602 萬 | 0.45% | +575,535 | 新進 |
| STRS Ohio | 559,035 | $5,442 萬 | 0.20% | −16,570−2.9% | 減碼 |
| Public Employees Retirement System of Ohio | 552,867 | $5,382 萬 | 0.18% | −7,096−1.3% | 減碼 |
| Asset Management One Co.,Ltd. | 552,691 | $5,380 萬 | 0.17% | +10,476+1.9% | 加碼 |
| Creative Planning | 546,481 | $5,319 萬 | 0.05% | −6,558−1.2% | 減碼 |
| Nisa Investment Advisors, LLC | 537,348 | $5,243 萬 | 0.24% | +120,328+28.9% | 加碼 |
| Quantinno Capital Management LP | 532,571 | $5,184 萬 | 0.22% | +181,599+51.7% | 加碼 |
| Swiss Life Asset Management Ltd | 532,330 | $5,182 萬 | 0.31% | +125,875+31.0% | 加碼 |
| QRG Capital Management, Inc. | 530,452 | $5,163 萬 | 0.45% | +81,068+18.0% | 加碼 |
| Handelsbanken Fonder AB | 530,061 | $5,160 萬 | 0.18% | −52,076−8.9% | 減碼 |
| Castleark Management LLC | 522,650 | $5,087 萬 | 1.53% | +295,712+130.3% | 加碼 |
| Mercer Global Advisors Inc | 514,914 | $5,012 萬 | 0.11% | +62,150+13.7% | 加碼 |
| Commonwealth Equity Services, LLC | 514,099 | $5,004 萬 | 0.07% | +67,516+15.1% | 加碼 |
| Guinness Asset Management LTD | 497,423 | $4,842 萬 | 0.87% | −10,199−2.0% | 減碼 |
| ARS Investment Partners, LLC | 492,130 | $4,790 萬 | 3.49% | +4,504+0.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 490,942 | $4,779 萬 | 0.10% | −71,635−12.7% | 減碼 |
| Junto Capital Management LP | 490,491 | $4,774 萬 | 1.01% | +490,491 | 新進 |
| Mn Services Vermogensbeheer B.V. | 482,340 | $4,695 萬 | 0.33% | −5,800−1.2% | 減碼 |
| Value Aligned Research Advisors, LLC | 482,330 | $4,695 萬 | 2.10% | +460,816+2,141.9% | 加碼 |
| Pinnacle Associates Ltd | 476,943 | $4,643 萬 | 0.67% | −117,775−19.8% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 473,090 | $4,605 萬 | 0.68% | +25,984+5.8% | 加碼 |
| Flputnam Investment Management Co | 471,681 | $4,591 萬 | 0.79% | −4,531−1.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 467,293 | $4,548 萬 | 0.22% | +25,478+5.8% | 加碼 |
| Nissay Asset Management Corp | 464,152 | $4,518 萬 | 0.26% | +23,483+5.3% | 加碼 |
| Wellington Management Group LLP | 460,488 | $4,482 萬 | 0.01% | −1,817,979−79.8% | 減碼 |
| Generate Investment Management Ltd | 457,467 | $4,453 萬 | 2.47% | +141,982+45.0% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 455,360 | $4,432 萬 | 0.04% | 00.0% | 不變 |