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 |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 455,360 | $6,097 萬 | 0.05% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 450,862 | $6,037 萬 | 0.22% | +17,493+4.0% | 加碼 |
| Colony Group, LLC | 449,637 | $6,021 萬 | 0.10% | +6,732+1.5% | 加碼 |
| Nicholas Company, Inc. | 442,540 | $5,926 萬 | 1.01% | 00.0% | 不變 |
| Nissay Asset Management Corp | 442,405 | $5,924 萬 | 0.33% | −21,747−4.7% | 減碼 |
| ARS Investment Partners, LLC | 439,100 | $5,880 萬 | 3.88% | −53,030−10.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 435,106 | $5,826 萬 | 1.12% | −237,245−35.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 435,042 | $5,806 萬 | 0.28% | −32,251−6.9% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 433,563 | $5,805 萬 | 2.12% | +2,896+0.7% | 加碼 |
| Woodline Partners LP | 428,638 | $5,739 萬 | 0.27% | +428,638 | 新進 |
| Clearbridge Investments, LLC | 428,185 | $5,733 萬 | 0.04% | +20,067+4.9% | 加碼 |
| Triple Frond Partners LLC | 427,890 | $5,729 萬 | 6.24% | −278,725−39.4% | 減碼 |
| Commonwealth Equity Services, LLC | 426,094 | $5,705 萬 | 0.07% | −88,005−17.1% | 減碼 |
| Pinnacle Associates Ltd | 424,777 | $5,688 萬 | 0.75% | −52,166−10.9% | 減碼 |
| CBOE Vest Financial, LLC | 420,915 | $5,636 萬 | 0.74% | +143,589+51.8% | 加碼 |
| Cetera Investment Advisers | 414,856 | $5,555 萬 | 0.06% | +43,107+11.6% | 加碼 |
| Guinness Asset Management LTD | 422,112 | $5,533 萬 | 0.88% | −75,311−15.1% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 409,542 | $5,484 萬 | 0.28% | +13,370+3.4% | 加碼 |
| US Bancorp | 408,205 | $5,466 萬 | 0.06% | −5,187−1.3% | 減碼 |
| State of Tennessee, Treasury Department | 400,892 | $5,368 萬 | 0.18% | +21,246+5.6% | 加碼 |
| Aspex Management (HK) Ltd | 399,641 | $5,351 萬 | 1.14% | +399,641 | 新進 |
| Wellington Management Group LLP | 398,912 | $5,341 萬 | 0.01% | −61,576−13.4% | 減碼 |
| CIBC Asset Management Inc | 394,526 | $5,283 萬 | 0.15% | −2,800−0.7% | 減碼 |
| Fisher Asset Management, LLC | 392,792 | $5,260 萬 | 0.02% | −56,718−12.6% | 減碼 |
| Nearwater Capital Markets, Ltd | 390,400 | $5,227 萬 | 0.70% | +70,400+22.0% | 加碼 |
| Burney Co | 376,281 | $5,038 萬 | 1.60% | +51,967+16.0% | 加碼 |
| MetLife Investment Management | 374,785 | $5,018 萬 | 0.24% | −9,337−2.4% | 減碼 |
| Arizona State Retirement System | 373,547 | $5,002 萬 | 0.27% | −1,532−0.4% | 減碼 |
| State of Michigan Retirement System | 371,600 | $4,976 萬 | 0.24% | −5,500−1.5% | 減碼 |
| Ci Investments Inc. | 370,402 | $4,960 萬 | 0.18% | +130,842+54.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 370,000 | $4,954 萬 | 0.67% | −30,000−7.5% | 減碼 |
| CIBC World Markets Inc. | 366,854 | $4,912 萬 | 0.10% | +103,688+39.4% | 加碼 |
| Lido Advisors, LLC | 365,586 | $4,904 萬 | 0.20% | +4,572+1.3% | 加碼 |
| Janney Montgomery Scott LLC | 364,821 | $4,885 萬 | 0.12% | +13,328+3.8% | 加碼 |
| Voloridge Investment Management, LLC | 364,324 | $4,878 萬 | 0.16% | +274,390+305.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 359,860 | $4,819 萬 | 0.42% | −5,200−1.4% | 減碼 |
| Xponance, Inc. | 355,976 | $4,767 萬 | 0.38% | +517+0.1% | 加碼 |
| Penserra Capital Management LLC | 353,460 | $4,733 萬 | 0.57% | +102,497+40.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 324,481 | $4,633 萬 | 0.07% | +77,790+31.5% | 加碼 |
| Daiwa Securities Group Inc. | 342,616 | $4,588 萬 | 0.15% | +44,613+15.0% | 加碼 |
| Skye Global Management LP | 342,000 | $4,579 萬 | 0.92% | −386,000−53.0% | 減碼 |
| Calamos Advisors LLC | 336,428 | $4,505 萬 | 0.18% | +833+0.2% | 加碼 |
| Crestwood Advisors Group LLC | 326,945 | $4,378 萬 | 0.75% | +4,286+1.3% | 加碼 |
| Czech National Bank | 321,442 | $4,304 萬 | 0.30% | +8,781+2.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 318,464 | $4,262 萬 | 0.33% | +145,939+84.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 300,913 | $4,223 萬 | 0.06% | −20,578−6.4% | 減碼 |
| Ceredex Value Advisors LLC | 314,949 | $4,217 萬 | 0.98% | −56,178−15.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 314,403 | $4,210 萬 | 0.33% | +47,782+17.9% | 加碼 |
| Trexquant Investment LP | 314,095 | $4,206 萬 | 0.43% | +121,063+62.7% | 加碼 |
| Thrivent Financial for Lutherans | 305,141 | $4,087 萬 | 0.08% | +179,448+142.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 303,922 | $4,070 萬 | 0.20% | −9,789−3.1% | 減碼 |
| Empire Life Investments Inc. | 303,507 | $4,064 萬 | 2.38% | −32,631−9.7% | 減碼 |
| Aptus Capital Advisors, LLC | 301,531 | $4,038 萬 | 0.37% | +262,043+663.6% | 加碼 |
| Shelton Capital Management | 301,020 | $4,031 萬 | 0.86% | +125,659+71.7% | 加碼 |
| Dana Investment Advisors, Inc. | 300,742 | $4,027 萬 | 1.18% | −3,665−1.2% | 減碼 |
| Ieq Capital, LLC | 300,321 | $4,021 萬 | 0.12% | +117,775+64.5% | 加碼 |
| Williams Jones Wealth Management, LLC. | 294,764 | $3,947 萬 | 0.45% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 289,265 | $3,873 萬 | 0.12% | −1,859−0.6% | 減碼 |
| Marshall Wace, LLP | 286,294 | $3,833 萬 | 0.04% | −1,215,806−80.9% | 減碼 |
| Zurich Insurance Group Ltd | 285,332 | $3,821 萬 | 0.27% | −837,100−74.6% | 減碼 |
| Assetmark, Inc | 284,257 | $3,806 萬 | 0.08% | +14,320+5.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 283,033 | $3,790 萬 | 0.26% | +102,626+56.9% | 加碼 |
| Amalgamated Bank | 280,690 | $3,758 萬 | 0.27% | +2,367+0.9% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 278,000 | $3,722 萬 | 1.25% | −5,900−2.1% | 減碼 |
| Holocene Advisors, LP | 276,208 | $3,698 萬 | 0.08% | −633,212−69.6% | 減碼 |
| Retirement Systems of Alabama | 269,980 | $3,615 萬 | 0.12% | −4,494−1.6% | 減碼 |
| McGuire Investment Group, LLC | 269,611 | $3,610 萬 | 4.09% | −26,317−8.9% | 減碼 |
| Neville Rodie & Shaw Inc | 266,754 | $3,572 萬 | 2.58% | −47,688−15.2% | 減碼 |
| Spinecap SAS | 265,049 | $3,549 萬 | 15.62% | −67,950−20.4% | 減碼 |
| Wealth Architects, LLC | 263,440 | $3,527 萬 | 3.33% | +1060.0% | 加碼 |
| Voleon Capital Management LP | 262,419 | $3,514 萬 | 0.86% | +180,167+219.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 261,242 | $3,498 萬 | 1.75% | −1,847−0.7% | 減碼 |
| Comerica Bank | 260,120 | $3,483 萬 | 0.13% | +15,493+6.3% | 加碼 |
| Varma Mutual Pension Insurance Co | 258,830 | $3,466 萬 | 0.22% | +20,800+8.7% | 加碼 |
| Pathstone Holdings, LLC | 258,516 | $3,462 萬 | 0.13% | +2,500+1.0% | 加碼 |
| Mediolanum International Funds Ltd | 262,544 | $3,442 萬 | 0.36% | +89,856+52.0% | 加碼 |
| GF Fund Management Co. Ltd. | 254,752 | $3,411 萬 | 0.62% | 00.0% | 不變 |
| Nomura Holdings Inc | 254,687 | $3,410 萬 | 0.15% | +155,758+157.4% | 加碼 |
| Lazard Asset Management LLC | 252,030 | $3,375 萬 | 0.05% | +24,944+11.0% | 加碼 |
| Banco Santander, S.A. | 251,765 | $3,371 萬 | 0.30% | +41,322+19.6% | 加碼 |
| Gradient Investments LLC | 251,593 | $3,369 萬 | 0.56% | +7,141+2.9% | 加碼 |
| Manchester Global Management (UK) Ltd | 250,436 | $3,353 萬 | 4.41% | +30,000+13.6% | 加碼 |
| Coldstream Capital Management Inc | 248,784 | $3,333 萬 | 0.45% | +84,014+51.0% | 加碼 |
| IFM Investors Pty Ltd | 254,591 | $3,267 萬 | 0.29% | −954−0.4% | 減碼 |
| UniSuper Management Pty Ltd | 242,055 | $3,241 萬 | 0.20% | −4,706−1.9% | 減碼 |
| Rockefeller Capital Management L.P. | 241,661 | $3,236 萬 | 0.06% | −39,211−14.0% | 減碼 |
| Advisor Group Holdings, Inc. | 283,981 | $3,224 萬 | 0.05% | +25,175+9.7% | 加碼 |
| Gotham Asset Management, LLC | 237,177 | $3,176 萬 | 0.14% | +169,647+251.2% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 235,330 | $3,157 萬 | 1.33% | +9,190+4.1% | 加碼 |
| QRG Capital Management, Inc. | 234,261 | $3,137 萬 | 0.38% | −296,191−55.8% | 減碼 |
| Harbor Island Capital LLC | 230,800 | $3,090 萬 | 13.23% | −93,675−28.9% | 減碼 |
| Zacks Investment Management | 229,727 | $3,076 萬 | 0.25% | +1,230+0.5% | 加碼 |
| USS Investment Management Ltd | 228,909 | $3,064 萬 | 0.15% | 00.0% | 不變 |
| Huntington National Bank | 227,210 | $3,042 萬 | 0.19% | −10,944−4.6% | 減碼 |
| Phoenix Holdings Ltd. | 221,700 | $2,973 萬 | 0.36% | −9,646−4.2% | 減碼 |
| CIBC Bancorp USA Inc. | 221,433 | $2,965 萬 | 0.18% | +221,433 | 新進 |
| Four Tree Island Advisory LLC | 234,542 | $2,894 萬 | 18.45% | −20.0% | 減碼 |
| Verition Fund Management LLC | 212,335 | $2,843 萬 | 0.16% | −34,609−14.0% | 減碼 |
| Utah Retirement Systems | 211,203 | $2,828 萬 | 0.27% | −319−0.2% | 減碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 210,200 | $2,815 萬 | 2.53% | +210,200 | 新進 |