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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 1,418,680 | $1.90 億 | 0.31% | +414,833+41.3% | 加碼 |
| KBC Group NV | 1,418,627 | $1.90 億 | 0.46% | +569,588+67.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,413,753 | $1.89 億 | 0.56% | −325,542−18.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,397,320 | $1.87 億 | 0.30% | −10,600−0.8% | 減碼 |
| LPL Financial LLC | 1,337,656 | $1.79 億 | 0.05% | +36,155+2.8% | 加碼 |
| Two Sigma Advisers, LP | 1,316,200 | $1.76 億 | 0.35% | +972,800+283.3% | 加碼 |
| HM Payson & Co | 1,292,706 | $1.73 億 | 2.49% | −4230.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,290,408 | $1.73 億 | 0.54% | −3,360−0.3% | 減碼 |
| Andra AP-fonden | 1,267,495 | $1.70 億 | 2.17% | +603,500+90.9% | 加碼 |
| Danske Bank A/S | 1,259,576 | $1.69 億 | 0.42% | −72,450−5.4% | 減碼 |
| Captrust Financial Advisors | 1,243,904 | $1.67 億 | 0.34% | +21,681+1.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,191,080 | $1.59 億 | 0.13% | −167,842−12.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,190,717 | $1.59 億 | 0.28% | −81,099−6.4% | 減碼 |
| SEI Investments Co | 1,167,020 | $1.56 億 | 0.17% | −1,882,440−61.7% | 減碼 |
| Korea Investment CORP | 1,141,393 | $1.53 億 | 0.31% | +167,836+17.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 1,112,155 | $1.49 億 | 0.78% | +81,888+7.9% | 加碼 |
| HighTower Advisors, LLC | 1,089,194 | $1.46 億 | 0.17% | +12,619+1.2% | 加碼 |
| RE Advisers Corp | 1,073,800 | $1.44 億 | 3.42% | −61,900−5.5% | 減碼 |
| NZS Capital, LLC | 1,071,186 | $1.43 億 | 4.39% | +16,308+1.5% | 加碼 |
| New York State Teachers Retirement System | 1,067,446 | $1.43 億 | 0.28% | +22,631+2.2% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $1.42 億 | 0.72% | 00.0% | 不變 |
| Aviva PLC | 1,028,640 | $1.38 億 | 0.25% | +61,395+6.3% | 加碼 |
| Standard Life Aberdeen plc | 999,283 | $1.34 億 | 0.21% | −13,768−1.4% | 減碼 |
| Panagora Asset Management Inc | 995,521 | $1.33 億 | 0.54% | +162,943+19.6% | 加碼 |
| Mariner, LLC | 978,956 | $1.31 億 | 0.17% | +3,446+0.4% | 加碼 |
| Montrusco Bolton Investments Inc. | 975,201 | $1.28 億 | 1.49% | −1,586,223−61.9% | 減碼 |
| DJE Kapital AG | 1,294,931 | $1.26 億 | 3.07% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 934,067 | $1.25 億 | 0.39% | +235,436+33.7% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 918,000 | $1.23 億 | 0.94% | +48,000+5.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 918,220 | $1.23 億 | 0.27% | +19,269+2.1% | 加碼 |
| Erste Asset Management GmbH | 932,922 | $1.22 億 | 1.18% | −510,791−35.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 908,123 | $1.21 億 | 0.19% | −168,453−15.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 905,594 | $1.21 億 | 0.22% | +414,652+84.5% | 加碼 |
| Eventide Asset Management, LLC | 904,695 | $1.21 億 | 1.99% | −92,202−9.2% | 減碼 |
| Toroso Investments, LLC | 899,924 | $1.20 億 | 0.51% | +720,169+400.6% | 加碼 |
| Guggenheim Capital LLC | 854,013 | $1.14 億 | 0.85% | +20,786+2.5% | 加碼 |
| Storebrand Asset Management AS | 838,563 | $1.12 億 | 0.30% | +63,540+8.2% | 加碼 |
| Associated Banc-Corp | 836,296 | $1.12 億 | 2.95% | −132,006−13.6% | 減碼 |
| Toronto Dominion Bank | 827,157 | $1.11 億 | 0.21% | +57,004+7.4% | 加碼 |
| Assenagon Asset Management S.A. | 821,003 | $1.10 億 | 0.16% | −254,088−23.6% | 減碼 |
| Glenmede Investment Management, LP | 817,043 | $1.09 億 | 0.53% | −68,037−7.7% | 減碼 |
| Stifel Financial Corp | 814,463 | $1.09 億 | 0.10% | −17,967−2.2% | 減碼 |
| Public Sector Pension Investment Board | 803,009 | $1.08 億 | 0.40% | +420,806+110.1% | 加碼 |
| Jennison Associates LLC | 796,608 | $1.07 億 | 0.06% | −48,035−5.7% | 減碼 |
| Balyasny Asset Management LLC | 796,418 | $1.07 億 | 0.22% | +680,185+585.2% | 加碼 |
| Quantinno Capital Management LP | 782,122 | $1.05 億 | 0.29% | +249,551+46.9% | 加碼 |
| AXA Investment Managers S.A. | 776,141 | $1.04 億 | 0.28% | +776,141 | 新進 |
| Schroder Investment Management Group | 765,873 | $1.03 億 | 0.08% | −110,772−12.6% | 減碼 |
| Crosslink Capital Inc | 763,237 | $1.02 億 | 7.43% | −52,603−6.4% | 減碼 |
| Susquehanna International Group, LLP | 757,488 | $1.01 億 | 0.15% | −64,682−7.9% | 減碼 |
| Los Angeles Capital Management LLC | 733,352 | $9,820 萬 | 0.33% | −520,991−41.5% | 減碼 |
| Parnassus Investments | 700,715 | $9,383 萬 | 0.22% | −27,313−3.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 700,285 | $9,377 萬 | 0.06% | −39,764−5.4% | 減碼 |
| Royal London Asset Management Ltd | 699,037 | $9,360 萬 | 0.20% | −12,122−1.7% | 減碼 |
| State of Wisconsin Investment Board | 695,918 | $9,318 萬 | 0.21% | +10,122+1.5% | 加碼 |
| ING Groep NV | 679,988 | $9,105 萬 | 0.49% | +3,063+0.5% | 加碼 |
| APG Asset Management N.V. | 796,023 | $9,071 萬 | 0.25% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 669,303 | $8,962 萬 | 0.13% | +2,101+0.3% | 加碼 |
| Boston Partners | 662,354 | $8,889 萬 | 0.09% | −2,543,124−79.3% | 減碼 |
| Jupiter Asset Management Ltd | 659,760 | $8,834 萬 | 0.76% | −106,579−13.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 654,367 | $8,762 萬 | 0.24% | −29,848−4.4% | 減碼 |
| KLP Kapitalforvaltning AS | 651,680 | $8,740 萬 | 0.35% | −21,400−3.2% | 減碼 |
| Squarepoint Ops LLC | 647,436 | $8,669 萬 | 0.18% | +462,445+250.0% | 加碼 |
| Baird Financial Group, Inc. | 645,845 | $8,648 萬 | 0.14% | −21,936−3.3% | 減碼 |
| Federated Hermes, Inc. | 624,326 | $8,360 萬 | 0.15% | +307,292+96.9% | 加碼 |
| Mercer Global Advisors Inc | 623,529 | $8,349 萬 | 0.14% | +108,615+21.1% | 加碼 |
| Wedge Capital Management L L P | 622,436 | $8,334 萬 | 1.41% | +619,933+24,767.6% | 加碼 |
| Vaughan David Investments LLC | 611,996 | $8,195 萬 | 1.77% | −8,613−1.4% | 減碼 |
| Handelsbanken Fonder AB | 610,794 | $8,179 萬 | 0.26% | +80,733+15.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 604,110 | $8,089 萬 | 0.07% | +15,246+2.6% | 加碼 |
| Pinebridge Investments, L.P. | 601,857 | $8,059 萬 | 0.60% | +148,111+32.6% | 加碼 |
| Teewinot Capital Advisers, L.L.C. | 601,195 | $8,050 萬 | 6.26% | −262,268−30.4% | 減碼 |
| Asset Management One Co.,Ltd. | 598,637 | $8,016 萬 | 0.23% | +45,946+8.3% | 加碼 |
| Virginia Retirement Systems Et Al | 598,175 | $8,010 萬 | 0.52% | −8,200−1.4% | 減碼 |
| Pacer Advisors, Inc. | 593,148 | $7,942 萬 | 0.20% | +372,195+168.4% | 加碼 |
| Public Employees Retirement System of Ohio | 592,874 | $7,939 萬 | 0.25% | +40,007+7.2% | 加碼 |
| Creative Planning | 583,818 | $7,817 萬 | 0.06% | +37,337+6.8% | 加碼 |
| Platinum Investment Management Ltd | 575,369 | $7,704 萬 | 4.98% | −157,824−21.5% | 減碼 |
| Teacher Retirement System of Texas | 570,446 | $7,638 萬 | 0.31% | +164,908+40.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 564,163 | $7,554 萬 | 0.30% | −53,675−8.7% | 減碼 |
| Empowered Funds, LLC | 552,202 | $7,394 萬 | 0.75% | +291,186+111.6% | 加碼 |
| NEOS Investment Management LLC | 547,605 | $7,332 萬 | 0.55% | +206,570+60.6% | 加碼 |
| NewEdge Wealth, LLC | 440,001 | $7,262 萬 | 1.04% | −726−0.2% | 減碼 |
| Swiss Life Asset Management Ltd | 540,813 | $7,241 萬 | 0.38% | +8,483+1.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 540,717 | $7,240 萬 | 0.06% | +374,902+226.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 539,222 | $7,220 萬 | 0.17% | −121,348−18.4% | 減碼 |
| Credit Agricole S A | 534,727 | $7,160 萬 | 0.24% | +534,727 | 新進 |
| Nomura Asset Management Co Ltd | 529,025 | $7,084 萬 | 0.18% | −89,093−14.4% | 減碼 |
| STRS Ohio | 525,226 | $7,033 萬 | 0.26% | −33,809−6.0% | 減碼 |
| Nisa Investment Advisors, LLC | 517,078 | $6,937 萬 | 0.27% | −20,270−3.8% | 減碼 |
| Cerity Partners LLC | 517,526 | $6,930 萬 | 0.11% | +72,059+16.2% | 加碼 |
| Macquarie Group Ltd | 516,553 | $6,917 萬 | 0.08% | +294,462+132.6% | 加碼 |
| Castleark Management LLC | 504,120 | $6,750 萬 | 1.89% | −18,530−3.5% | 減碼 |
| Value Aligned Research Advisors, LLC | 500,863 | $6,707 萬 | 1.55% | +18,533+3.8% | 加碼 |
| Flputnam Investment Management Co | 496,854 | $6,653 萬 | 0.99% | +25,173+5.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 487,940 | $6,534 萬 | 0.42% | +5,600+1.2% | 加碼 |
| Trybe Capital Management LP | 478,246 | $6,404 萬 | 13.21% | +142,205+42.3% | 加碼 |
| Capital Fund Management S.A. | 477,808 | $6,398 萬 | 0.64% | +464,307+3,439.1% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 465,301 | $6,230 萬 | 0.86% | −7,789−1.6% | 減碼 |
| Forsta Ap-Fonden | 463,800 | $6,210 萬 | 0.37% | +62,500+15.6% | 加碼 |