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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 1,267,786 | $2.17 億 | 0.91% | +367,862+40.9% | 加碼 |
| Two Sigma Investments, LP | 1,257,457 | $2.15 億 | 0.32% | −269,615−17.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,252,677 | $2.14 億 | 0.86% | +688,514+122.0% | 加碼 |
| CI Private Wealth, LLC | 1,238,030 | $2.12 億 | 0.29% | −311,858−20.1% | 減碼 |
| Danske Bank A/S | 1,194,709 | $2.05 億 | 0.48% | −64,867−5.1% | 減碼 |
| Close Asset Management Ltd | 1,194,160 | $2.04 億 | 4.53% | +1,193,950+568,547.6% | 加碼 |
| Erste Asset Management GmbH | 1,164,882 | $2.02 億 | 1.70% | +231,960+24.9% | 加碼 |
| SEI Investments Co | 1,153,437 | $1.97 億 | 0.19% | −13,583−1.2% | 減碼 |
| M&G Plc | 1,148,445 | $1.96 億 | 1.01% | −603,806−34.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,140,083 | $1.95 億 | 0.35% | −50,634−4.3% | 減碼 |
| 1832 Asset Management L.P. | 1,138,623 | $1.95 億 | 0.25% | −299,453−20.8% | 減碼 |
| HM Payson & Co | 1,121,345 | $1.92 億 | 2.71% | −171,361−13.3% | 減碼 |
| Panagora Asset Management Inc | 1,112,808 | $1.90 億 | 0.68% | +117,287+11.8% | 加碼 |
| Millennium Management LLC | 1,109,009 | $1.90 億 | 0.14% | −558,384−33.5% | 減碼 |
| Aviva PLC | 1,084,356 | $1.86 億 | 0.31% | +55,716+5.4% | 加碼 |
| Los Angeles Capital Management LLC | 1,146,185 | $1.85 億 | 0.63% | +412,833+56.3% | 加碼 |
| New York State Teachers Retirement System | 1,074,442 | $1.84 億 | 0.36% | +6,996+0.7% | 加碼 |
| Korea Investment CORP | 1,061,383 | $1.82 億 | 0.36% | −80,010−7.0% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,059,280 | $1.81 億 | 0.85% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 1,042,511 | $1.78 億 | 0.89% | −69,644−6.3% | 減碼 |
| Railway Pension Investments Ltd | 1,041,500 | $1.78 億 | 2.09% | +1,041,500 | 新進 |
| DnB Asset Management AS | 1,033,784 | $1.77 億 | 0.62% | −1,566,311−60.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 1,018,272 | $1.74 億 | 0.14% | −172,808−14.5% | 減碼 |
| HighTower Advisors, LLC | 1,018,426 | $1.74 億 | 0.19% | −70,768−6.5% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 993,955 | $1.73 億 | 0.49% | +993,955 | 新進 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,005,927 | $1.72 億 | 2.39% | +572,364+132.0% | 加碼 |
| Standard Life Aberdeen plc | 1,002,218 | $1.72 億 | 0.27% | +2,935+0.3% | 加碼 |
| Captrust Financial Advisors | 998,116 | $1.71 億 | 0.32% | −245,788−19.8% | 減碼 |
| KBC Group NV | 974,684 | $1.67 億 | 0.38% | −443,943−31.3% | 減碼 |
| Quantinno Capital Management LP | 957,560 | $1.64 億 | 0.33% | +175,438+22.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 930,049 | $1.59 億 | 0.24% | +21,926+2.4% | 加碼 |
| Mariner, LLC | 921,242 | $1.58 億 | 0.19% | −57,714−5.9% | 減碼 |
| Squarepoint Ops LLC | 896,472 | $1.53 億 | 0.31% | +249,036+38.5% | 加碼 |
| Ensign Peak Advisors, Inc | 894,328 | $1.53 億 | 0.27% | −524,352−37.0% | 減碼 |
| Guggenheim Capital LLC | 893,068 | $1.53 億 | 1.12% | +39,055+4.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 888,463 | $1.52 億 | 0.36% | −29,757−3.2% | 減碼 |
| Storebrand Asset Management AS | 887,600 | $1.52 億 | 0.41% | +49,037+5.8% | 加碼 |
| Treasurer of the State of North Carolina | 878,764 | $1.50 億 | 0.48% | −55,303−5.9% | 減碼 |
| Bank of Nova Scotia | 861,683 | $1.48 億 | 0.22% | −723,340−45.6% | 減碼 |
| Macquarie Group Ltd | 854,339 | $1.46 億 | 0.64% | +337,786+65.4% | 加碼 |
| Jennison Associates LLC | 849,955 | $1.45 億 | 0.09% | +53,347+6.7% | 加碼 |
| Nearwater Capital Markets, Ltd | 820,000 | $1.40 億 | 2.40% | +429,600+110.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 807,049 | $1.38 億 | 0.36% | +607,811+305.1% | 加碼 |
| Associated Banc-Corp | 774,930 | $1.33 億 | 3.40% | −61,366−7.3% | 減碼 |
| Epoch Investment Partners, Inc. | 772,689 | $1.32 億 | 0.75% | −948,483−55.1% | 減碼 |
| Zurich Insurance Group Ltd | 766,421 | $1.31 億 | 0.91% | +481,089+168.6% | 加碼 |
| Swiss Life Asset Management Ltd | 751,566 | $1.29 億 | 0.66% | +210,753+39.0% | 加碼 |
| Toronto Dominion Bank | 751,319 | $1.29 億 | 0.23% | −75,838−9.2% | 減碼 |
| Trivest Advisors Ltd | 750,000 | $1.28 億 | 5.86% | +675,000+900.0% | 加碼 |
| NZS Capital, LLC | 739,673 | $1.27 億 | 3.88% | −331,513−30.9% | 減碼 |
| Natixis Advisors, L.P. | 738,681 | $1.26 億 | 0.18% | +69,378+10.4% | 加碼 |
| Stifel Financial Corp | 736,439 | $1.26 億 | 0.11% | −78,024−9.6% | 減碼 |
| Mariner Investment Group LLC | 736,000 | $1.26 億 | 7.39% | +736,000 | 新進 |
| RE Advisers Corp | 717,036 | $1.23 億 | 3.25% | −356,764−33.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 715,263 | $1.22 億 | 0.08% | +14,978+2.1% | 加碼 |
| Value Aligned Research Advisors, LLC | 707,033 | $1.21 億 | 2.48% | +206,170+41.2% | 加碼 |
| NEOS Investment Management LLC | 700,900 | $1.20 億 | 0.69% | +153,295+28.0% | 加碼 |
| Achmea Investment Management B.V. | 691,532 | $1.18 億 | 3.02% | +691,532 | 新進 |
| Pacer Advisors, Inc. | 691,482 | $1.18 億 | 0.31% | +98,334+16.6% | 加碼 |
| Royal London Asset Management Ltd | 688,385 | $1.18 億 | 0.25% | −10,652−1.5% | 減碼 |
| State of Wisconsin Investment Board | 685,944 | $1.17 億 | 0.26% | −9,974−1.4% | 減碼 |
| Actiam N.V. | 678,052 | $1.16 億 | 1.17% | +678,052 | 新進 |
| Creative Planning | 671,956 | $1.15 億 | 0.08% | +88,138+15.1% | 加碼 |
| Asset Management One Co.,Ltd. | 654,768 | $1.15 億 | 0.32% | +56,131+9.4% | 加碼 |
| Eventide Asset Management, LLC | 669,089 | $1.15 億 | 1.79% | −235,606−26.0% | 減碼 |
| Handelsbanken Fonder AB | 660,641 | $1.13 億 | 0.34% | +49,847+8.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 656,672 | $1.12 億 | 0.09% | +115,955+21.4% | 加碼 |
| Mercer Global Advisors Inc | 647,175 | $1.11 億 | 0.17% | +23,646+3.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 646,259 | $1.11 億 | 0.30% | −8,108−1.2% | 減碼 |
| Parnassus Investments | 645,926 | $1.11 億 | 0.29% | −54,789−7.8% | 減碼 |
| KLP Kapitalforvaltning AS | 638,680 | $1.09 億 | 0.42% | −13,000−2.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 633,084 | $1.08 億 | 1.16% | +616,524+3,723.0% | 加碼 |
| Teacher Retirement System of Texas | 628,708 | $1.08 億 | 0.37% | +58,262+10.2% | 加碼 |
| APG Asset Management N.V. | 737,498 | $1.07 億 | 0.31% | −58,525−7.4% | 減碼 |
| Baird Financial Group, Inc. | 617,808 | $1.06 億 | 0.16% | −28,037−4.3% | 減碼 |
| Credit Agricole S A | 612,547 | $1.05 億 | 0.29% | +77,820+14.6% | 加碼 |
| SG Americas Securities, LLC | 609,976 | $1.04 億 | 0.14% | +572,457+1,525.8% | 加碼 |
| Montrusco Bolton Investments Inc. | 626,819 | $1.04 億 | 1.30% | −348,382−35.7% | 減碼 |
| Public Employees Retirement System of Ohio | 602,338 | $1.03 億 | 0.32% | +9,464+1.6% | 加碼 |
| Glenmede Trust Co NA | 601,530 | $1.03 億 | 0.49% | +601,530 | 新進 |
| Federated Hermes, Inc. | 600,352 | $1.03 億 | 0.17% | −23,974−3.8% | 減碼 |
| Lazard Asset Management LLC | 592,462 | $1.01 億 | 0.17% | +340,432+135.1% | 加碼 |
| Manning & Napier Advisors LLC | 575,972 | $1.00 億 | 1.30% | +575,492+119,894.2% | 加碼 |
| Virginia Retirement Systems Et Al | 581,805 | $9,959 萬 | 0.59% | −16,370−2.7% | 減碼 |
| Vaughan David Investments LLC | 577,471 | $9,885 萬 | 2.15% | −34,525−5.6% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 574,700 | $9,838 萬 | 1.42% | +574,700 | 新進 |
| Crosslink Capital Inc | 572,707 | $9,804 萬 | 7.59% | −190,530−25.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 562,261 | $9,625 萬 | 0.37% | −972,744−63.4% | 減碼 |
| Susquehanna International Group, LLP | 557,836 | $9,549 萬 | 0.13% | −199,652−26.4% | 減碼 |
| HRT Financial LP | 554,611 | $9,494 萬 | 0.30% | +504,563+1,008.2% | 加碼 |
| Nomura Asset Management Co Ltd | 554,129 | $9,486 萬 | 0.24% | +25,104+4.7% | 加碼 |
| Nisa Investment Advisors, LLC | 549,783 | $9,425 萬 | 0.31% | +32,705+6.3% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 549,000 | $9,412 萬 | 0.61% | −369,000−40.2% | 減碼 |
| CBOE Vest Financial, LLC | 548,642 | $9,392 萬 | 1.19% | +127,727+30.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 538,446 | $9,217 萬 | 0.20% | −776−0.1% | 減碼 |
| Cerity Partners LLC | 534,938 | $9,157 萬 | 0.13% | +17,412+3.4% | 加碼 |
| CIBC Asset Management Inc | 525,368 | $8,993 萬 | 0.22% | +130,842+33.2% | 加碼 |
| Artemis Investment Management LLP | 516,128 | $8,835 萬 | 1.07% | +338,403+190.4% | 加碼 |
| State of Tennessee, Treasury Department | 376,865 | $8,798 萬 | 0.28% | −24,027−6.0% | 減碼 |
| STRS Ohio | 508,327 | $8,702 萬 | 0.32% | −16,899−3.2% | 減碼 |