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。
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 | 3,143 | $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 |
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 |
|---|---|---|---|---|---|
| Aviva PLC | 1,116,324 | $2.39 億 | 0.40% | +31,968+2.9% | 加碼 |
| Citadel Advisors LLC | 1,114,732 | $2.38 億 | 0.17% | −3,126,734−73.7% | 減碼 |
| SEI Investments Co | 1,114,239 | $2.38 億 | 0.22% | −39,198−3.4% | 減碼 |
| Los Angeles Capital Management LLC | 1,113,680 | $2.38 億 | 0.94% | −32,505−2.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 1,106,725 | $2.36 億 | 0.44% | −33,358−2.9% | 減碼 |
| Value Aligned Research Advisors, LLC | 1,100,556 | $2.35 億 | 2.79% | +393,523+55.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 1,096,593 | $2.34 億 | 0.90% | +534,332+95.0% | 加碼 |
| CI Private Wealth, LLC | 1,105,897 | $2.34 億 | 0.34% | −132,133−10.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,088,123 | $2.32 億 | 0.54% | +281,074+34.8% | 加碼 |
| SG Americas Securities, LLC | 1,086,364 | $2.32 億 | 0.26% | +476,388+78.1% | 加碼 |
| New York State Teachers Retirement System | 1,072,151 | $2.29 億 | 0.47% | −2,291−0.2% | 減碼 |
| Heard Capital LLC | 1,070,880 | $2.29 億 | 11.83% | −221,775−17.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 1,082,000 | $2.29 億 | 0.71% | −218,500−16.8% | 減碼 |
| Quantinno Capital Management LP | 1,063,637 | $2.27 億 | 0.38% | +106,077+11.1% | 加碼 |
| Danske Bank A/S | 1,055,836 | $2.26 億 | 0.54% | −138,873−11.6% | 減碼 |
| Polen Capital Management LLC | 1,054,495 | $2.25 億 | 1.56% | +1,054,495 | 新進 |
| Standard Life Aberdeen plc | 1,033,466 | $2.21 億 | 0.36% | +31,248+3.1% | 加碼 |
| Korea Investment CORP | 1,023,231 | $2.19 億 | 0.45% | −38,152−3.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,075,725 | $2.19 億 | 0.48% | −846,202−44.0% | 減碼 |
| Railway Pension Investments Ltd | 982,200 | $2.10 億 | 2.99% | −59,300−5.7% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 982,050 | $2.10 億 | 0.63% | −11,905−1.2% | 減碼 |
| Natixis Advisors, L.P. | 971,451 | $2.08 億 | 0.29% | +232,770+31.5% | 加碼 |
| CIBC Bancorp USA Inc. | 959,217 | $2.05 億 | 0.28% | +959,217 | 新進 |
| Whale Rock Capital Management LLC | 957,877 | $2.05 億 | 2.64% | +957,877 | 新進 |
| Close Asset Management Ltd | 955,076 | $2.04 億 | 5.53% | −239,084−20.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 956,993 | $2.03 億 | 0.28% | +26,944+2.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 946,616 | $2.02 億 | 0.16% | +289,944+44.2% | 加碼 |
| Bank of Nova Scotia | 939,483 | $2.01 億 | 0.35% | +77,800+9.0% | 加碼 |
| Treasurer of the State of North Carolina | 928,251 | $1.98 億 | 0.62% | +49,487+5.6% | 加碼 |
| Panagora Asset Management Inc | 924,110 | $1.97 億 | 0.74% | −188,698−17.0% | 減碼 |
| Susquehanna International Group, LLP | 918,775 | $1.96 億 | 0.25% | +360,939+64.7% | 加碼 |
| Mariner, LLC | 907,874 | $1.94 億 | 0.23% | −13,368−1.5% | 減碼 |
| Storebrand Asset Management AS | 903,266 | $1.93 億 | 0.55% | +15,666+1.8% | 加碼 |
| Captrust Financial Advisors | 902,539 | $1.93 億 | 0.34% | −95,577−9.6% | 減碼 |
| Qube Research & Technologies Ltd | 900,455 | $1.92 億 | 0.27% | +627,827+230.3% | 加碼 |
| HighTower Advisors, LLC | 870,883 | $1.86 億 | 0.20% | −147,543−14.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 866,516 | $1.85 億 | 0.96% | −175,995−16.9% | 減碼 |
| NEOS Investment Management LLC | 864,150 | $1.85 億 | 0.93% | +163,250+23.3% | 加碼 |
| HRT Financial LP | 858,216 | $1.83 億 | 0.46% | +303,605+54.7% | 加碼 |
| Squarepoint Ops LLC | 852,801 | $1.82 億 | 0.39% | −43,671−4.9% | 減碼 |
| HM Payson & Co | 843,259 | $1.80 億 | 2.60% | −278,086−24.8% | 減碼 |
| Erste Asset Management GmbH | 870,675 | $1.80 億 | 1.67% | −294,207−25.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 834,101 | $1.78 億 | 0.44% | −54,362−6.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 825,610 | $1.76 億 | 0.15% | −192,662−18.9% | 減碼 |
| Trivest Advisors Ltd | 815,700 | $1.74 億 | 12.55% | +65,700+8.8% | 加碼 |
| Ensign Peak Advisors, Inc | 814,576 | $1.74 億 | 0.32% | −79,752−8.9% | 減碼 |
| Guggenheim Capital LLC | 813,760 | $1.74 億 | 1.38% | −79,308−8.9% | 減碼 |
| Bessemer Group Inc | 794,104 | $1.70 億 | 0.27% | +755,462+1,955.0% | 加碼 |
| Swiss Life Asset Management Ltd | 787,272 | $1.68 億 | 0.83% | +35,706+4.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 774,687 | $1.66 億 | 1.44% | +564,153+268.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 764,263 | $1.63 億 | 0.26% | −1,714,417−69.2% | 減碼 |
| Temasek Holdings (Private) Ltd | 760,335 | $1.62 億 | 0.55% | +760,335 | 新進 |
| Sands Capital Management, LLC | 755,222 | $1.61 億 | 0.63% | +755,222 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 732,364 | $1.57 億 | 1.06% | +720,564+6,106.5% | 加碼 |
| Lazard Asset Management LLC | 729,835 | $1.56 億 | 0.26% | +137,373+23.2% | 加碼 |
| APG Asset Management N.V. | 832,592 | $1.54 億 | 0.49% | +95,094+12.9% | 加碼 |
| State of Wisconsin Investment Board | 714,596 | $1.53 億 | 0.35% | +28,652+4.2% | 加碼 |
| Creative Planning | 714,502 | $1.53 億 | 0.10% | +42,546+6.3% | 加碼 |
| AustralianSuper Pty Ltd | 704,267 | $1.50 億 | 0.78% | −1,127,344−61.5% | 減碼 |
| Jane Street Group, LLC | 699,544 | $1.49 億 | 0.16% | +605,305+642.3% | 加碼 |
| Stifel Financial Corp | 697,140 | $1.49 億 | 0.14% | −39,299−5.3% | 減碼 |
| Eventide Asset Management, LLC | 688,402 | $1.47 億 | 2.42% | +19,313+2.9% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 681,980 | $1.46 億 | 0.69% | −377,300−35.6% | 減碼 |
| Royal London Asset Management Ltd | 673,896 | $1.44 億 | 0.30% | −14,489−2.1% | 減碼 |
| Asset Management One Co.,Ltd. | 668,713 | $1.43 億 | 0.42% | +13,945+2.1% | 加碼 |
| Montrusco Bolton Investments Inc. | 685,358 | $1.42 億 | 2.15% | +58,539+9.3% | 加碼 |
| GF Fund Management Co. Ltd. | 660,133 | $1.41 億 | 2.36% | +393,594+147.7% | 加碼 |
| Actiam N.V. | 652,032 | $1.39 億 | 1.36% | −26,020−3.8% | 減碼 |
| Toroso Investments, LLC | 642,834 | $1.37 億 | 0.43% | −624,952−49.3% | 減碼 |
| Mercer Global Advisors Inc | 637,244 | $1.36 億 | 0.20% | −9,931−1.5% | 減碼 |
| Epoch Investment Partners, Inc. | 632,784 | $1.35 億 | 0.82% | −139,905−18.1% | 減碼 |
| Ofi Invest Asset Management | 725,662 | $1.35 億 | 1.78% | +576,098+385.2% | 加碼 |
| Vanguard Investments Australia, Ltd. | 626,554 | $1.34 億 | 0.39% | +626,554 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 624,477 | $1.33 億 | 0.38% | −21,782−3.4% | 減碼 |
| Maplelane Capital, LLC | 621,000 | $1.33 億 | 11.13% | +451,000+265.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 610,890 | $1.31 億 | 0.08% | −104,373−14.6% | 減碼 |
| Voloridge Investment Management, LLC | 608,317 | $1.30 億 | 0.52% | +608,317 | 新進 |
| CIBC Asset Management Inc | 607,682 | $1.30 億 | 0.32% | +82,314+15.7% | 加碼 |
| Macquarie Group Ltd | 604,061 | $1.29 億 | 0.77% | −250,278−29.3% | 減碼 |
| Handelsbanken Fonder AB | 600,284 | $1.28 億 | 0.43% | −60,357−9.1% | 減碼 |
| Associated Banc-Corp | 598,959 | $1.28 億 | 3.39% | −175,971−22.7% | 減碼 |
| Nomura Asset Management Co Ltd | 595,945 | $1.27 億 | 0.33% | +41,816+7.5% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 586,101 | $1.25 億 | 1.88% | +11,401+2.0% | 加碼 |
| Public Employees Retirement System of Ohio | 585,125 | $1.25 億 | 0.40% | −17,213−2.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 583,010 | $1.25 億 | 0.68% | +225,050+62.9% | 加碼 |
| KLP Kapitalforvaltning AS | 582,280 | $1.25 億 | 0.49% | −56,400−8.8% | 減碼 |
| NZS Capital, LLC | 573,887 | $1.23 億 | 4.09% | −165,786−22.4% | 減碼 |
| Federated Hermes, Inc. | 558,533 | $1.19 億 | 0.19% | −41,819−7.0% | 減碼 |
| FIL Ltd | 555,528 | $1.19 億 | 0.09% | −939,630−62.8% | 減碼 |
| Balyasny Asset Management LLC | 551,089 | $1.18 億 | 0.23% | +171,765+45.3% | 加碼 |
| Teacher Retirement System of Texas | 547,533 | $1.17 億 | 0.49% | −81,175−12.9% | 減碼 |
| Baird Financial Group, Inc. | 544,962 | $1.16 億 | 0.18% | −72,846−11.8% | 減碼 |
| Achmea Investment Management B.V. | 541,955 | $1.16 億 | 3.06% | −149,577−21.6% | 減碼 |
| Toronto Dominion Bank | 534,150 | $1.14 億 | 0.22% | −217,169−28.9% | 減碼 |
| Vaughan David Investments LLC | 531,867 | $1.14 億 | 2.40% | −45,604−7.9% | 減碼 |
| Pacer Advisors, Inc. | 523,320 | $1.12 億 | 0.32% | −168,162−24.3% | 減碼 |
| Glenmede Trust Co NA | 522,694 | $1.12 億 | 0.55% | −78,836−13.1% | 減碼 |
| STRS Ohio | 517,744 | $1.11 億 | 0.44% | +9,417+1.9% | 加碼 |
| Anther Capital Ltd | 513,407 | $1.10 億 | 2.87% | +513,407 | 新進 |
| RE Advisers Corp | 516,736 | $1.09 億 | 2.94% | −200,300−27.9% | 減碼 |