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 3,142 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 3 季 13F 持有人
Lam Research Corp 在 2025/9/30 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
- 2,111
- 較 2025 年第 2 季 +260 家
- 持有股數
- 10.2 億
- 較 2025 年第 2 季 −1,668 萬 (−1.6%)
- 總市值
- $1,365 億
- 較 2025 年第 2 季 +$357.2 億 (+35.5%)
- 新進機構
- 352
- 另有 767 家加碼
- 清倉機構
- 92
- 另有 731 家減碼
另有 32 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 | 2,652 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 130,974,214 | $175.4 億 | 0.26% | +364,949+0.3% | 加碼 |
| BlackRock, Inc. | 124,258,984 | $166.4 億 | 0.29% | +2,056,334+1.7% | 加碼 |
| State Street Corp | 59,817,352 | $80.2 億 | 0.28% | +265,805+0.4% | 加碼 |
| Geode Capital Management, LLC | 33,620,755 | $44.9 億 | 0.29% | −181,981−0.5% | 減碼 |
| JPMorgan Chase & Co | 29,944,849 | $40.1 億 | 0.26% | −10,677,588−26.3% | 減碼 |
| Ameriprise Financial Inc | 25,315,029 | $33.9 億 | 0.78% | −5,125,168−16.8% | 減碼 |
| FMR LLC | 23,352,526 | $31.3 億 | 0.16% | −2,298,928−9.0% | 減碼 |
| Invesco Ltd. | 21,182,948 | $28.4 億 | 0.45% | +3,263,658+18.2% | 加碼 |
| Morgan Stanley | 19,861,515 | $26.6 億 | 0.16% | +797,876+4.2% | 加碼 |
| Northern Trust Corp | 14,576,854 | $19.5 億 | 0.25% | +3,4070.0% | 加碼 |
| Goldman Sachs Group Inc | 13,907,551 | $18.6 億 | 0.27% | +9390.0% | 加碼 |
| UBS Asset Management Americas Inc | 12,742,924 | $17.1 億 | 0.37% | −2,252,870−15.0% | 減碼 |
| Bank of America Corp | 11,436,779 | $15.3 億 | 0.11% | −438,689−3.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 11,340,865 | $15.2 億 | 0.96% | +10,053,978+781.3% | 加碼 |
| Nordea Investment Management AB | 11,312,752 | $15.1 億 | 1.33% | +718,178+6.8% | 加碼 |
| Legal & General Group Plc | 11,088,344 | $14.8 億 | 0.33% | +208,670+1.9% | 加碼 |
| Nuveen, LLC | 10,652,467 | $14.3 億 | 0.38% | +1,449,899+15.8% | 加碼 |
| Artisan Partners Limited Partnership | 10,630,266 | $14.2 億 | 2.05% | +780,398+7.9% | 加碼 |
| Bank of New York Mellon Corp | 10,408,045 | $13.9 億 | 0.25% | −198,614−1.9% | 減碼 |
| Barclays PLC | 10,238,578 | $13.7 億 | 0.50% | +2,500,151+32.3% | 加碼 |
| Coatue Management LLC大師Coatue | 9,954,492 | $13.3 億 | 3.27% | −553,000−5.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,834,011 | $13.2 億 | 3.72% | +156,371+1.6% | 加碼 |
| Amundi | 8,479,494 | $12.6 億 | 0.41% | −2,297,578−21.3% | 減碼 |
| Janus Henderson Group PLC | 8,613,330 | $11.5 億 | 0.53% | +1,191,558+16.1% | 加碼 |
| Charles Schwab Investment Management Inc | 7,748,620 | $10.4 億 | 0.17% | −1,308,570−14.4% | 減碼 |
| UBS Group AG | 7,424,564 | $9.94 億 | 0.19% | −2,451,569−24.8% | 減碼 |
| Pictet Asset Management Holding SA | 6,783,663 | $9.08 億 | 0.88% | −2,041,313−23.1% | 減碼 |
| Franklin Resources Inc | 6,439,487 | $8.62 億 | 0.22% | +80,126+1.3% | 加碼 |
| Alkeon Capital Management LLC | 6,420,456 | $8.60 億 | 3.88% | −2,084,000−24.5% | 減碼 |
| Dimensional Fund Advisors LP | 6,310,907 | $8.45 億 | 0.18% | −57,236−0.9% | 減碼 |
| Wells Fargo & Company | 5,353,517 | $7.17 億 | 0.15% | −455,672−7.8% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 5,260,328 | $7.04 億 | 2.18% | 00.0% | 不變 |
| Deutsche Bank AG | 5,120,589 | $6.86 億 | 0.23% | +256,091+5.3% | 加碼 |
| Massachusetts Financial Services Co | 4,860,685 | $6.51 億 | 0.20% | +363,801+8.1% | 加碼 |
| First Trust Advisors LP | 4,809,914 | $6.44 億 | 0.48% | +967,099+25.2% | 加碼 |
| Van Eck Associates Corp | 4,571,540 | $6.12 億 | 0.57% | −1,568,727−25.5% | 減碼 |
| California Public Employees Retirement System | 4,526,099 | $6.06 億 | 0.36% | +2,356,897+108.7% | 加碼 |
| Voya Investment Management LLC | 4,445,681 | $5.95 億 | 0.59% | +1,460,622+48.9% | 加碼 |
| Citigroup Inc | 4,262,176 | $5.71 億 | 0.39% | −1,583,295−27.1% | 減碼 |
| Royal Bank of Canada | 4,164,801 | $5.58 億 | 0.10% | +231,220+5.9% | 加碼 |
| Swiss National Bank | 3,687,200 | $4.94 億 | 0.29% | −198,500−5.1% | 減碼 |
| Alliancebernstein L.P. | 3,628,923 | $4.86 億 | 0.15% | −111,106−3.0% | 減碼 |
| Envestnet Asset Management Inc | 3,620,779 | $4.85 億 | 0.14% | +125,364+3.6% | 加碼 |
| Rafferty Asset Management, LLC | 3,555,418 | $4.76 億 | 1.54% | −1,198,593−25.2% | 減碼 |
| AQR Capital Management LLC | 3,541,230 | $4.72 億 | 0.30% | +2,056,749+138.6% | 加碼 |
| National Pension Service | 3,518,046 | $4.71 億 | 0.37% | +96,382+2.8% | 加碼 |
| Bridgewater Associates, LP | 3,463,980 | $4.64 億 | 1.82% | +1,825,200+111.4% | 加碼 |
| Canada Pension Plan Investment Board | 3,347,057 | $4.48 億 | 0.31% | +1,180,187+54.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,258,535 | $4.36 億 | 0.25% | +22,826+0.7% | 加碼 |
| Swedbank AB | 3,255,637 | $4.36 億 | 0.44% | +112,923+3.6% | 加碼 |
| HSBC Holdings PLC | 3,222,662 | $4.30 億 | 0.25% | +179,877+5.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,056,283 | $4.09 億 | 0.25% | −18,679−0.6% | 減碼 |
| Citadel Advisors LLC | 3,046,220 | $4.08 億 | 0.33% | −3,323,087−52.2% | 減碼 |
| Price T Rowe Associates Inc | 3,028,670 | $4.06 億 | 0.04% | −3,851,229−56.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,961,248 | $3.97 億 | 0.29% | −63,305−2.1% | 減碼 |
| Polar Capital Holdings Plc | 2,856,262 | $3.82 億 | 1.84% | +1,464,651+105.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,706,329 | $3.62 億 | 0.28% | −1,561,643−36.6% | 減碼 |
| Oaktop Capital Management II, L.P. | 2,691,460 | $3.60 億 | 32.59% | 00.0% | 不變 |
| American Century Companies Inc | 2,654,347 | $3.55 億 | 0.18% | +450,410+20.4% | 加碼 |
| Capital Research Global Investors | 2,633,281 | $3.53 億 | 0.07% | +12,624+0.5% | 加碼 |
| DnB Asset Management AS | 2,600,095 | $3.48 億 | 1.30% | −540,718−17.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 2,568,579 | $3.44 億 | 0.62% | +1,595,759+164.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,541,627 | $3.40 億 | 0.88% | +659,889+35.1% | 加碼 |
| National Bank of Canada | 2,481,819 | $3.32 億 | 0.38% | +326,396+15.1% | 加碼 |
| Rhumbline Advisers | 2,456,179 | $3.29 億 | 0.26% | −105,740−4.1% | 減碼 |
| Allianz Asset Management GmbH | 2,426,727 | $3.25 億 | 0.40% | +109,848+4.7% | 加碼 |
| TD Asset Management Inc | 2,422,589 | $3.24 億 | 0.26% | −529,820−17.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,377,790 | $3.18 億 | 1.24% | −54,714−2.2% | 減碼 |
| Prudential Financial Inc | 2,151,464 | $2.88 億 | 0.34% | +781,176+57.0% | 加碼 |
| Principal Financial Group Inc | 2,138,949 | $2.86 億 | 0.14% | −255,885−10.7% | 減碼 |
| Neuberger Berman Group LLC | 2,136,753 | $2.86 億 | 0.21% | +272,854+14.6% | 加碼 |
| Russell Investments Group, Ltd. | 2,089,066 | $2.79 億 | 0.32% | +382,552+22.4% | 加碼 |
| Raymond James Financial Inc | 2,075,696 | $2.78 億 | 0.09% | −669,523−24.4% | 減碼 |
| California State Teachers Retirement System | 2,053,954 | $2.75 億 | 0.28% | +8,613+0.4% | 加碼 |
| Acadian Asset Management LLC | 1,951,402 | $2.61 億 | 0.46% | +358,649+22.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,934,252 | $2.59 億 | 0.38% | +79,956+4.3% | 加碼 |
| Victory Capital Management Inc | 1,898,837 | $2.54 億 | 0.16% | +8,502+0.4% | 加碼 |
| Bank of Montreal | 1,852,401 | $2.48 億 | 0.11% | +452,169+32.3% | 加碼 |
| William Blair Investment Management, LLC | 1,843,616 | $2.47 億 | 0.64% | −64,752−3.4% | 減碼 |
| ProShare Advisors LLC | 1,840,806 | $2.46 億 | 0.52% | −425,378−18.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,779,716 | $2.38 億 | 0.95% | +1,056,502+146.1% | 加碼 |
| M&G Plc | 1,752,251 | $2.35 億 | 1.25% | −83,661−4.6% | 減碼 |
| Epoch Investment Partners, Inc. | 1,721,172 | $2.30 億 | 1.27% | −335,504−16.3% | 減碼 |
| AustralianSuper Pty Ltd | 1,720,424 | $2.30 億 | 1.09% | +1,395,428+429.4% | 加碼 |
| Blue Whale Capital LLP | 1,701,496 | $2.28 億 | 12.60% | −178,032−9.5% | 減碼 |
| Truist Financial Corp | 1,676,637 | $2.25 億 | 0.30% | +913,009+119.6% | 加碼 |
| Millennium Management LLC | 1,667,393 | $2.23 億 | 0.18% | −271,614−14.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,660,024 | $2.22 億 | 0.63% | −1,098,473−39.8% | 減碼 |
| Mackenzie Financial Corp | 1,631,993 | $2.19 億 | 0.26% | −108,654−6.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,585,703 | $2.12 億 | 0.35% | −345,242−17.9% | 減碼 |
| Heard Capital LLC | 1,585,240 | $2.12 億 | 10.30% | −166,950−9.5% | 減碼 |
| Bank of Nova Scotia | 1,585,023 | $2.12 億 | 0.38% | +464,511+41.5% | 加碼 |
| CI Private Wealth, LLC | 1,549,888 | $2.08 億 | 0.33% | −273,707−15.0% | 減碼 |
| Man Group plc | 1,548,658 | $2.07 億 | 0.40% | +419,911+37.2% | 加碼 |
| Worldquant Millennium Advisors LLC | 1,535,005 | $2.06 億 | 0.89% | +452,693+41.8% | 加碼 |
| New York State Common Retirement Fund | 1,533,945 | $2.05 億 | 0.27% | −74,827−4.7% | 減碼 |
| Two Sigma Investments, LP | 1,527,072 | $2.04 億 | 0.31% | +1,223,184+402.5% | 加碼 |
| FIL Ltd | 1,441,352 | $1.93 億 | 0.15% | −5,667,090−79.7% | 減碼 |
| 1832 Asset Management L.P. | 1,438,076 | $1.93 億 | 0.33% | +1,118,858+350.5% | 加碼 |
| Jane Street Group, LLC | 1,431,382 | $1.92 億 | 0.22% | +1,408,542+6,167.0% | 加碼 |