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 4 季 13F 持有人
Lam Research Corp 在 2025/12/31 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
- 2,396
- 較 2025 年第 3 季 +334 家
- 持有股數
- 10.8 億
- 較 2025 年第 3 季 +6,141 萬 (+6.0%)
- 總市值
- $1,839 億
- 較 2025 年第 3 季 +$478.6 億 (+35.2%)
- 新進機構
- 459
- 另有 770 家加碼
- 清倉機構
- 125
- 另有 898 家減碼
另有 49 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 134,259,711 | $229.8 億 | 0.39% | +10,000,727+8.0% | 加碼 |
| Vanguard Group Inc | 131,185,330 | $224.6 億 | 0.33% | +211,116+0.2% | 加碼 |
| State Street Corp | 59,686,084 | $102.3 億 | 0.34% | −131,268−0.2% | 減碼 |
| Invesco Ltd. | 51,039,689 | $87.4 億 | 0.82% | +29,856,741+140.9% | 加碼 |
| Geode Capital Management, LLC | 33,747,368 | $57.6 億 | 0.36% | +126,613+0.4% | 加碼 |
| FMR LLC | 26,681,564 | $45.7 億 | 0.23% | +3,329,038+14.3% | 加碼 |
| JPMorgan Chase & Co | 23,508,596 | $40.2 億 | 0.27% | −6,436,253−21.5% | 減碼 |
| Ameriprise Financial Inc | 23,250,342 | $39.8 億 | 0.90% | −2,064,687−8.2% | 減碼 |
| Norges Bank | 21,295,871 | $36.5 億 | 0.39% | +21,295,871 | 新進 |
| Morgan Stanley | 19,886,007 | $34.0 億 | 0.20% | +24,492+0.1% | 加碼 |
| Goldman Sachs Group Inc | 14,840,758 | $25.4 億 | 0.36% | +933,207+6.7% | 加碼 |
| Northern Trust Corp | 14,436,480 | $24.7 億 | 0.32% | −140,374−1.0% | 減碼 |
| Price T Rowe Associates Inc | 13,695,210 | $23.4 億 | 0.25% | +10,666,540+352.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 13,349,470 | $22.9 億 | 1.34% | +2,008,605+17.7% | 加碼 |
| UBS Asset Management Americas Inc | 12,732,387 | $21.8 億 | 0.46% | −10,537−0.1% | 減碼 |
| Bank of America Corp | 11,256,401 | $19.3 億 | 0.14% | −180,378−1.6% | 減碼 |
| Legal & General Group Plc | 10,861,375 | $18.6 億 | 0.41% | −226,969−2.0% | 減碼 |
| Nuveen, LLC | 10,388,923 | $17.8 億 | 0.47% | −263,544−2.5% | 減碼 |
| Franklin Resources Inc | 10,110,560 | $17.3 億 | 0.42% | +3,671,073+57.0% | 加碼 |
| Coatue Management LLC大師Coatue | 9,805,565 | $16.8 億 | 4.20% | −148,927−1.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,344,080 | $16.0 億 | 4.09% | −489,931−5.0% | 減碼 |
| Bank of New York Mellon Corp | 9,239,995 | $15.8 億 | 0.28% | −1,168,050−11.2% | 減碼 |
| Janus Henderson Group PLC | 9,083,939 | $15.5 億 | 0.70% | +470,609+5.5% | 加碼 |
| Amundi | 8,204,617 | $14.0 億 | 0.38% | −274,877−3.2% | 減碼 |
| Artisan Partners Limited Partnership | 7,951,029 | $13.6 億 | 2.08% | −2,679,237−25.2% | 減碼 |
| UBS Group AG | 7,781,054 | $13.3 億 | 0.26% | +356,490+4.8% | 加碼 |
| Charles Schwab Investment Management Inc | 7,727,485 | $13.2 億 | 0.21% | −21,135−0.3% | 減碼 |
| Nordea Investment Management AB | 7,403,443 | $12.8 億 | 1.10% | −3,909,309−34.6% | 減碼 |
| Barclays PLC | 6,977,951 | $11.9 億 | 0.48% | −3,260,627−31.8% | 減碼 |
| Alkeon Capital Management LLC | 6,420,456 | $11.0 億 | 4.81% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 6,159,280 | $10.5 億 | 0.22% | −151,627−2.4% | 減碼 |
| First Trust Advisors LP | 5,599,798 | $9.59 億 | 0.70% | +789,884+16.4% | 加碼 |
| Voya Investment Management LLC | 5,395,295 | $9.22 億 | 0.91% | +949,614+21.4% | 加碼 |
| Wells Fargo & Company | 5,339,688 | $9.14 億 | 0.18% | −13,829−0.3% | 減碼 |
| Deutsche Bank AG | 4,762,381 | $8.15 億 | 0.27% | −358,208−7.0% | 減碼 |
| Citadel Advisors LLC | 4,241,466 | $7.26 億 | 0.49% | +1,195,246+39.2% | 加碼 |
| Massachusetts Financial Services Co | 4,179,870 | $7.16 億 | 0.23% | −680,815−14.0% | 減碼 |
| Pictet Asset Management Holding SA | 4,175,648 | $7.15 億 | 0.69% | −2,608,015−38.4% | 減碼 |
| Swedbank AB | 3,983,958 | $6.82 億 | 0.66% | +728,321+22.4% | 加碼 |
| Royal Bank of Canada | 3,947,309 | $6.76 億 | 0.12% | −217,492−5.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 3,900,439 | $6.68 億 | 2.25% | −1,359,889−25.9% | 減碼 |
| California Public Employees Retirement System | 3,898,622 | $6.67 億 | 0.38% | −627,477−13.9% | 減碼 |
| Allianz Asset Management GmbH | 3,737,820 | $6.40 億 | 0.73% | +1,311,093+54.0% | 加碼 |
| AQR Capital Management LLC | 3,709,684 | $6.35 億 | 0.33% | +168,454+4.8% | 加碼 |
| HSBC Holdings PLC | 3,558,405 | $6.10 億 | 0.35% | +335,743+10.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,540,902 | $6.06 億 | 0.38% | +834,573+30.8% | 加碼 |
| Swiss National Bank | 3,455,600 | $5.92 億 | 0.35% | −231,600−6.3% | 減碼 |
| National Pension Service | 3,312,195 | $5.67 億 | 0.42% | −205,851−5.9% | 減碼 |
| Envestnet Asset Management Inc | 3,297,640 | $5.64 億 | 0.17% | −323,139−8.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,243,886 | $5.55 億 | 0.33% | −14,649−0.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,238,636 | $5.55 億 | 0.64% | +697,009+27.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,994,239 | $5.54 億 | 0.38% | +32,991+1.1% | 加碼 |
| Alliancebernstein L.P. | 3,202,704 | $5.48 億 | 0.17% | −426,219−11.7% | 減碼 |
| Citigroup Inc | 3,056,338 | $5.23 億 | 0.36% | −1,205,838−28.3% | 減碼 |
| Bridgewater Associates, LP | 3,041,661 | $5.21 億 | 1.90% | −422,319−12.2% | 減碼 |
| Polar Capital Holdings Plc | 2,873,948 | $4.92 億 | 2.25% | +17,686+0.6% | 加碼 |
| Canada Pension Plan Investment Board | 2,806,541 | $4.80 億 | 0.32% | −540,516−16.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,789,723 | $4.78 億 | 0.26% | −266,560−8.7% | 減碼 |
| Van Eck Associates Corp | 2,719,592 | $4.66 億 | 0.38% | −1,851,948−40.5% | 減碼 |
| Rafferty Asset Management, LLC | 2,654,539 | $4.54 億 | 1.57% | −900,879−25.3% | 減碼 |
| Capital Research Global Investors | 2,642,429 | $4.52 億 | 0.08% | +9,148+0.3% | 加碼 |
| American Century Companies Inc | 2,545,199 | $4.36 億 | 0.22% | −109,148−4.1% | 減碼 |
| Cincinnati Insurance Co | 2,492,110 | $4.27 億 | 6.52% | +2,492,110 | 新進 |
| Caisse de Depot Et Placement du Quebec | 2,478,680 | $4.24 億 | 0.72% | −89,899−3.5% | 減碼 |
| ProShare Advisors LLC | 2,455,405 | $4.20 億 | 0.74% | +614,599+33.4% | 加碼 |
| Oaktop Capital Management II, L.P. | 2,390,784 | $4.09 億 | 34.68% | −300,676−11.2% | 減碼 |
| Rhumbline Advisers | 2,357,865 | $4.04 億 | 0.33% | −98,314−4.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,921,927 | $4.01 億 | 0.54% | +1,621,014+538.7% | 加碼 |
| National Bank of Canada | 2,176,108 | $3.72 億 | 0.38% | −305,711−12.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,161,975 | $3.70 億 | 0.53% | +227,723+11.8% | 加碼 |
| Acadian Asset Management LLC | 2,117,699 | $3.62 億 | 0.60% | +166,297+8.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,007,567 | $3.44 億 | 0.30% | +1,403,457+232.3% | 加碼 |
| Colony Group, LLC | 2,046,824 | $3.43 億 | 0.39% | +1,597,187+355.2% | 加碼 |
| Russell Investments Group, Ltd. | 1,972,611 | $3.39 億 | 0.37% | −116,455−5.6% | 減碼 |
| California State Teachers Retirement System | 1,977,333 | $3.38 億 | 0.34% | −76,621−3.7% | 減碼 |
| Principal Financial Group Inc | 1,970,770 | $3.37 億 | 0.17% | −168,179−7.9% | 減碼 |
| Mackenzie Financial Corp | 1,816,810 | $3.15 億 | 0.37% | +184,817+11.3% | 加碼 |
| AustralianSuper Pty Ltd | 1,831,611 | $3.14 億 | 1.46% | +111,187+6.5% | 加碼 |
| Raymond James Financial Inc | 1,795,787 | $3.08 億 | 0.10% | −279,909−13.5% | 減碼 |
| Truist Financial Corp | 1,791,976 | $3.07 億 | 0.41% | +115,339+6.9% | 加碼 |
| Victory Capital Management Inc | 1,785,158 | $3.06 億 | 0.17% | −113,679−6.0% | 減碼 |
| Prudential Financial Inc | 1,759,597 | $3.01 億 | 0.36% | −391,867−18.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 1,746,893 | $2.99 億 | 1.15% | −32,823−1.8% | 減碼 |
| Lord, Abbett & Co. LLC | 1,716,798 | $2.94 億 | 0.90% | +303,045+21.4% | 加碼 |
| Schroder Investment Management Group | 1,688,994 | $2.89 億 | 0.22% | +923,121+120.5% | 加碼 |
| Two Sigma Advisers, LP | 1,682,400 | $2.88 億 | 0.56% | +366,200+27.8% | 加碼 |
| Neuberger Berman Group LLC | 1,670,400 | $2.86 億 | 0.21% | −466,353−21.8% | 減碼 |
| Bank of Montreal | 1,667,086 | $2.85 億 | 0.12% | −185,315−10.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,634,505 | $2.81 億 | 0.77% | −25,519−1.5% | 減碼 |
| TD Asset Management Inc | 1,570,447 | $2.69 億 | 0.22% | −852,142−35.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,499,069 | $2.58 億 | 0.42% | −86,634−5.5% | 減碼 |
| FIL Ltd | 1,495,158 | $2.56 億 | 0.19% | +53,806+3.7% | 加碼 |
| New York State Common Retirement Fund | 1,432,586 | $2.45 億 | 0.33% | −101,359−6.6% | 減碼 |
| Blue Whale Capital LLP | 1,423,630 | $2.44 億 | 12.51% | −277,866−16.3% | 減碼 |
| Man Group plc | 1,407,311 | $2.41 億 | 0.46% | −141,347−9.1% | 減碼 |
| LPL Financial LLC | 1,401,146 | $2.40 億 | 0.07% | +63,490+4.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,371,006 | $2.35 億 | 0.65% | +80,598+6.2% | 加碼 |
| Eurizon Capital SGR S.p.A. | 1,300,500 | $2.23 億 | 0.69% | +1,300,500 | 新進 |
| Heard Capital LLC | 1,292,655 | $2.21 億 | 10.39% | −292,585−18.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,291,620 | $2.21 億 | 0.33% | −105,700−7.6% | 減碼 |