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。
2026 年第 1 季 13F 持有人
Lam Research Corp 在 2026/3/31 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
- 2,652
- 較 2025 年第 4 季 +297 家
- 持有股數
- 10.4 億
- 較 2025 年第 4 季 +1.17 億 (+12.6%)
- 總市值
- $2,213 億
- 較 2025 年第 4 季 +$637.8 億 (+40.5%)
- 新進機構
- 402
- 另有 901 家加碼
- 清倉機構
- 105
- 另有 1,081 家減碼
另有 41 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 132,852,320 | $283.9 億 | 0.50% | −1,407,391−1.0% | 減碼 |
| Vanguard Capital Management LLC | 81,155,744 | $173.4 億 | 0.43% | +81,155,744 | 新進 |
| State Street Corp | 59,158,300 | $126.5 億 | 0.44% | −527,784−0.9% | 減碼 |
| Invesco Ltd. | 50,464,319 | $107.8 億 | 1.05% | −575,370−1.1% | 減碼 |
| Vanguard Portfolio Management LLC | 37,060,963 | $79.2 億 | 0.41% | +37,060,963 | 新進 |
| Geode Capital Management, LLC | 35,175,926 | $75.0 億 | 0.47% | +1,428,558+4.2% | 加碼 |
| FMR LLC | 33,574,842 | $71.7 億 | 0.38% | +6,893,278+25.8% | 加碼 |
| JPMorgan Chase & Co | 32,712,933 | $65.4 億 | 0.44% | +9,204,337+39.2% | 加碼 |
| Ameriprise Financial Inc | 20,788,130 | $44.4 億 | 1.03% | −2,462,212−10.6% | 減碼 |
| Morgan Stanley | 18,971,122 | $40.5 億 | 0.24% | −914,885−4.6% | 減碼 |
| Northern Trust Corp | 14,189,351 | $30.3 億 | 0.40% | −247,129−1.7% | 減碼 |
| UBS Asset Management Americas Inc | 13,424,016 | $28.7 億 | 0.60% | +691,629+5.4% | 加碼 |
| Price T Rowe Associates Inc | 13,239,357 | $28.3 億 | 0.33% | −455,853−3.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 13,179,818 | $28.2 億 | 1.52% | −169,652−1.3% | 減碼 |
| Franklin Resources Inc | 11,793,519 | $25.2 億 | 0.62% | +1,682,959+16.6% | 加碼 |
| Legal & General Group Plc | 11,050,912 | $23.6 億 | 0.55% | +189,537+1.7% | 加碼 |
| Nuveen, LLC | 11,006,627 | $23.5 億 | 0.64% | +617,704+5.9% | 加碼 |
| Bank of America Corp | 10,659,658 | $22.8 億 | 0.17% | −596,743−5.3% | 減碼 |
| Goldman Sachs Group Inc | 10,477,727 | $22.4 億 | 0.29% | −4,363,031−29.4% | 減碼 |
| Amundi | 10,147,479 | $21.7 億 | 0.59% | +1,942,862+23.7% | 加碼 |
| Coatue Management LLC大師Coatue | 10,043,505 | $21.5 億 | 7.39% | +237,940+2.4% | 加碼 |
| Janus Henderson Group PLC | 9,265,026 | $19.8 億 | 0.94% | +181,087+2.0% | 加碼 |
| Bank of New York Mellon Corp | 8,932,438 | $19.1 億 | 0.35% | −307,557−3.3% | 減碼 |
| Charles Schwab Investment Management Inc | 7,767,896 | $16.6 億 | 0.25% | +40,411+0.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 7,207,173 | $15.4 億 | 0.39% | +7,207,173 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,904,206 | $14.8 億 | 3.77% | −2,439,874−26.1% | 減碼 |
| UBS Group AG | 6,526,433 | $13.9 億 | 0.25% | −1,254,621−16.1% | 減碼 |
| Dimensional Fund Advisors LP | 6,312,616 | $13.5 億 | 0.28% | +153,336+2.5% | 加碼 |
| Nordea Investment Management AB | 6,189,689 | $12.7 億 | 1.19% | −1,213,754−16.4% | 減碼 |
| California Public Employees Retirement System | 5,870,899 | $12.5 億 | 0.77% | +1,972,277+50.6% | 加碼 |
| Barclays PLC | 5,665,732 | $12.1 億 | 0.43% | −1,312,219−18.8% | 減碼 |
| Wells Fargo & Company | 5,141,784 | $11.0 億 | 0.22% | −197,904−3.7% | 減碼 |
| Artisan Partners Limited Partnership | 5,029,666 | $10.7 億 | 1.75% | −2,921,363−36.7% | 減碼 |
| Deutsche Bank AG | 4,499,280 | $9.61 億 | 0.32% | −263,101−5.5% | 減碼 |
| First Trust Advisors LP | 4,225,554 | $9.03 億 | 0.65% | −1,374,244−24.5% | 減碼 |
| Voya Investment Management LLC | 3,982,286 | $8.50 億 | 0.88% | −1,413,009−26.2% | 減碼 |
| Alkeon Capital Management LLC | 3,900,456 | $8.33 億 | 3.77% | −2,520,000−39.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 3,900,439 | $8.33 億 | 3.65% | 00.0% | 不變 |
| Swiss National Bank | 3,686,200 | $7.88 億 | 0.45% | +230,600+6.7% | 加碼 |
| Citigroup Inc | 3,608,466 | $7.71 億 | 0.49% | +552,128+18.1% | 加碼 |
| Swedbank AB | 3,588,587 | $7.67 億 | 0.81% | −395,371−9.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,444,139 | $7.36 億 | 0.85% | +205,503+6.3% | 加碼 |
| Massachusetts Financial Services Co | 3,309,521 | $7.26 億 | 0.24% | −870,349−20.8% | 減碼 |
| AQR Capital Management LLC | 3,452,063 | $7.24 億 | 0.33% | −257,621−6.9% | 減碼 |
| HSBC Holdings PLC | 3,391,189 | $7.23 億 | 0.43% | −167,216−4.7% | 減碼 |
| Jennison Associates LLC | 3,373,306 | $7.21 億 | 0.50% | +2,523,351+296.9% | 加碼 |
| National Pension Service | 3,364,610 | $7.19 億 | 0.55% | +52,415+1.6% | 加碼 |
| American Century Companies Inc | 3,282,745 | $7.01 億 | 0.36% | +737,546+29.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,167,860 | $6.77 億 | 0.45% | +173,621+5.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,099,313 | $6.62 億 | 0.43% | −144,573−4.5% | 減碼 |
| TD Asset Management Inc | 3,056,874 | $6.53 億 | 0.53% | +1,486,427+94.6% | 加碼 |
| Royal Bank of Canada | 3,046,507 | $6.51 億 | 0.12% | −900,802−22.8% | 減碼 |
| Acadian Asset Management LLC | 2,991,882 | $6.39 億 | 0.91% | +874,183+41.3% | 加碼 |
| Allianz Asset Management GmbH | 2,957,819 | $6.32 億 | 0.73% | −780,001−20.9% | 減碼 |
| Pictet Asset Management Holding SA | 2,905,362 | $6.20 億 | 0.65% | −1,270,286−30.4% | 減碼 |
| Envestnet Asset Management Inc | 2,859,751 | $6.11 億 | 0.16% | −437,889−13.3% | 減碼 |
| Canada Pension Plan Investment Board | 2,847,498 | $6.08 億 | 0.39% | +40,957+1.5% | 加碼 |
| Vanguard Global Advisers, LLC | 2,740,832 | $5.86 億 | 0.31% | +2,740,832 | 新進 |
| The PNC Financial Services Group, Inc. | 2,639,909 | $5.64 億 | 0.33% | −149,814−5.4% | 減碼 |
| Capital Research Global Investors | 2,604,483 | $5.56 億 | 0.09% | −37,946−1.4% | 減碼 |
| Colony Group, LLC | 2,525,689 | $5.42 億 | 0.60% | +478,865+23.4% | 加碼 |
| National Bank of Canada | 2,474,441 | $5.29 億 | 0.54% | +298,333+13.7% | 加碼 |
| Alliancebernstein L.P. | 2,966,378 | $5.08 億 | 0.16% | −236,326−7.4% | 減碼 |
| Rhumbline Advisers | 2,297,150 | $4.91 億 | 0.42% | −60,715−2.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,266,862 | $4.84 億 | 0.32% | −1,274,040−36.0% | 減碼 |
| Oaktop Capital Management II, L.P. | 2,249,394 | $4.81 億 | 35.86% | −141,390−5.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,243,923 | $4.79 億 | 0.44% | +236,356+11.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,211,855 | $4.66 億 | 1.41% | +577,350+35.3% | 加碼 |
| Vanguard Asset Management, Ltd | 2,182,915 | $4.66 億 | 0.40% | +2,182,915 | 新進 |
| Van Eck Associates Corp | 2,166,541 | $4.63 億 | 0.35% | −553,051−20.3% | 減碼 |
| Russell Investments Group, Ltd. | 2,144,089 | $4.52 億 | 0.49% | +171,478+8.7% | 加碼 |
| Assenagon Asset Management S.A. | 2,116,233 | $4.52 億 | 0.72% | +2,015,188+1,994.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,060,775 | $4.40 億 | 0.63% | −101,200−4.7% | 減碼 |
| Bank of Montreal | 2,021,976 | $4.32 億 | 0.18% | +354,890+21.3% | 加碼 |
| ProShare Advisors LLC | 1,961,746 | $4.19 億 | 0.62% | −493,659−20.1% | 減碼 |
| California State Teachers Retirement System | 1,922,942 | $4.11 億 | 0.43% | −54,391−2.8% | 減碼 |
| Polar Capital Holdings Plc | 1,913,491 | $4.09 億 | 1.79% | −960,457−33.4% | 減碼 |
| Principal Financial Group Inc | 1,839,740 | $3.93 億 | 0.21% | −131,030−6.6% | 減碼 |
| Rafferty Asset Management, LLC | 1,785,457 | $3.81 億 | 1.55% | −869,082−32.7% | 減碼 |
| Prudential Financial Inc | 1,720,831 | $3.68 億 | 0.45% | −38,766−2.2% | 減碼 |
| Truist Financial Corp | 1,712,540 | $3.66 億 | 0.49% | −79,436−4.4% | 減碼 |
| Raymond James Financial Inc | 1,669,226 | $3.53 億 | 0.11% | −126,561−7.0% | 減碼 |
| Mackenzie Financial Corp | 1,617,352 | $3.46 億 | 0.41% | −199,458−11.0% | 減碼 |
| Millennium Management LLC | 1,588,727 | $3.39 億 | 0.25% | +479,718+43.3% | 加碼 |
| Schroder Investment Management Group | 1,582,367 | $3.38 億 | 0.28% | −106,627−6.3% | 減碼 |
| Bridgewater Associates, LP | 1,571,229 | $3.36 億 | 1.50% | −1,470,432−48.3% | 減碼 |
| KBC Group NV | 1,560,414 | $3.33 億 | 0.84% | +585,730+60.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,551,029 | $3.31 億 | 1.08% | −165,769−9.7% | 減碼 |
| Victory Capital Management Inc | 1,518,911 | $3.25 億 | 0.21% | −266,247−14.9% | 減碼 |
| Two Sigma Investments, LP | 1,502,227 | $3.21 億 | 0.27% | +244,770+19.5% | 加碼 |
| LPL Financial LLC | 1,482,642 | $3.17 億 | 0.08% | +81,496+5.8% | 加碼 |
| Neuberger Berman Group LLC | 1,463,046 | $3.13 億 | 0.24% | −207,354−12.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,429,231 | $3.05 億 | 0.53% | −69,838−4.7% | 減碼 |
| New York State Common Retirement Fund | 1,420,886 | $3.04 億 | 0.42% | −11,700−0.8% | 減碼 |
| Thrivent Financial for Lutherans | 1,383,950 | $2.96 億 | 0.56% | +1,075,016+348.0% | 加碼 |
| Blue Whale Capital LLP | 1,290,589 | $2.76 億 | 13.11% | −133,041−9.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,260,406 | $2.69 億 | 0.77% | −110,600−8.1% | 減碼 |
| Man Group plc | 1,187,713 | $2.54 億 | 0.53% | −219,598−15.6% | 減碼 |
| Daiwa Securities Group Inc. | 1,165,720 | $2.49 億 | 0.72% | +808,626+226.4% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,158,120 | $2.47 億 | 0.38% | −133,500−10.3% | 減碼 |