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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 505,356 | $1.08 億 | 0.23% | −33,090−6.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 496,643 | $1.06 億 | 0.70% | −500−0.1% | 減碼 |
| Cerity Partners LLC | 491,086 | $1.05 億 | 0.15% | −43,852−8.2% | 減碼 |
| Crosslink Capital Inc | 489,009 | $1.04 億 | 10.23% | −83,698−14.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 478,282 | $1.02 億 | 0.43% | −1,268,611−72.6% | 減碼 |
| Trybe Capital Management LP | 478,246 | $1.02 億 | 23.12% | 00.0% | 不變 |
| Artemis Investment Management LLP | 474,343 | $1.01 億 | 1.08% | −41,785−8.1% | 減碼 |
| CBOE Vest Financial, LLC | 472,416 | $1.01 億 | 1.21% | −76,226−13.9% | 減碼 |
| Raiffeisen Bank International AG | 496,685 | $9,930 萬 | 1.43% | +292,012+142.7% | 加碼 |
| ING Groep NV | 462,789 | $9,888 萬 | 0.60% | +75,468+19.5% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 455,360 | $9,729 萬 | 0.08% | 00.0% | 不變 |
| Sculptor Capital LP | 449,000 | $9,593 萬 | 1.08% | +449,000 | 新進 |
| Boston Partners | 447,670 | $9,567 萬 | 0.10% | −28,605−6.0% | 減碼 |
| Credit Agricole S A | 444,556 | $9,498 萬 | 0.31% | −167,991−27.4% | 減碼 |
| SEB Asset Management AB | 443,913 | $9,485 萬 | 0.41% | +443,913 | 新進 |
| Allspring Global Investments Holdings, LLC | 421,295 | $9,353 萬 | 0.16% | −2,147−0.5% | 減碼 |
| Nissay Asset Management Corp | 435,583 | $9,307 萬 | 0.49% | −6,085−1.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 433,107 | $9,254 萬 | 0.36% | +234+0.1% | 加碼 |
| DJE Kapital AG | 440,002 | $9,183 萬 | 2.03% | +440,002 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 423,496 | $9,048 萬 | 0.47% | +14,682+3.6% | 加碼 |
| Zurich Insurance Group Ltd | 422,410 | $9,025 萬 | 0.71% | −344,011−44.9% | 減碼 |
| Nisa Investment Advisors, LLC | 421,509 | $9,017 萬 | 0.33% | −128,274−23.3% | 減碼 |
| State of Tennessee, Treasury Department | 420,767 | $8,990 萬 | 0.30% | +43,902+11.6% | 加碼 |
| Tredje AP-fonden | 414,416 | $8,854 萬 | 0.48% | +139,747+50.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 418,909 | $8,846 萬 | 0.44% | +5,286+1.3% | 加碼 |
| Capital Fund Management S.A. | 413,342 | $8,831 萬 | 0.79% | +84,704+25.8% | 加碼 |
| Calamos Advisors LLC | 413,151 | $8,827 萬 | 0.34% | +46,734+12.8% | 加碼 |
| Virginia Retirement Systems Et Al | 409,151 | $8,742 萬 | 0.65% | −172,654−29.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 408,479 | $8,728 萬 | 0.14% | −87,821−17.7% | 減碼 |
| Clearbridge Investments, LLC | 404,215 | $8,636 萬 | 0.08% | −47,657−10.5% | 減碼 |
| CIBC World Markets Inc. | 394,552 | $8,430 萬 | 0.15% | +147,085+59.4% | 加碼 |
| US Bancorp | 389,340 | $8,319 萬 | 0.10% | −7,350−1.9% | 減碼 |
| Commonwealth Equity Services, LLC | 389,021 | $8,312 萬 | 0.12% | −60,896−13.5% | 減碼 |
| Ci Investments Inc. | 387,416 | $8,278 萬 | 0.40% | −66,960−14.7% | 減碼 |
| Flputnam Investment Management Co | 385,074 | $8,227 萬 | 1.23% | −99,755−20.6% | 減碼 |
| ARS Investment Partners, LLC | 384,993 | $8,226 萬 | 4.28% | −50,466−11.6% | 減碼 |
| Mediolanum International Funds Ltd | 411,321 | $8,224 萬 | 0.87% | −11,657−2.8% | 減碼 |
| Appaloosa LP大師阿帕盧薩 | 382,500 | $8,172 萬 | 1.38% | −42,500−10.0% | 減碼 |
| Vontobel Holding Ltd. | 382,193 | $8,166 萬 | 0.28% | +116,757+44.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 379,762 | $8,101 萬 | 0.57% | +27,063+7.7% | 加碼 |
| Manning & Napier Advisors LLC | 378,000 | $8,076 萬 | 1.14% | −197,972−34.4% | 減碼 |
| Cetera Investment Advisers | 377,593 | $8,068 萬 | 0.09% | −21,460−5.4% | 減碼 |
| Xponance, Inc. | 372,353 | $7,956 萬 | 0.57% | +10,069+2.8% | 加碼 |
| Cartenna Capital, LP | 365,000 | $7,799 萬 | 3.40% | +365,000 | 新進 |
| State of Michigan Retirement System | 361,600 | $7,726 萬 | 0.41% | −2,600−0.7% | 減碼 |
| Fisher Asset Management, LLC | 359,611 | $7,683 萬 | 0.03% | +4,264+1.2% | 加碼 |
| NewEdge Wealth, LLC | 356,302 | $7,613 萬 | 0.91% | −96,577−21.3% | 減碼 |
| Fifth Third Bancorp | 353,969 | $7,563 萬 | 0.14% | +205,354+138.2% | 加碼 |
| Janney Montgomery Scott LLC | 352,821 | $7,538 萬 | 0.19% | −2,690−0.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 351,176 | $7,503 萬 | 0.29% | +189,945+117.8% | 加碼 |
| Empowered Funds, LLC | 350,156 | $7,481 萬 | 0.48% | +350,156 | 新進 |
| MetLife Investment Management | 348,574 | $7,448 萬 | 0.38% | −13,063−3.6% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 346,061 | $7,403 萬 | 0.45% | −202,939−37.0% | 減碼 |
| Arizona State Retirement System | 344,131 | $7,353 萬 | 0.43% | −13,432−3.8% | 減碼 |
| Czech National Bank | 340,097 | $7,267 萬 | 0.48% | +8,900+2.7% | 加碼 |
| Castleark Management LLC | 336,740 | $7,195 萬 | 2.38% | −36,136−9.7% | 減碼 |
| TD Waterhouse Canada Inc. | 323,161 | $7,163 萬 | 0.21% | +254,826+372.9% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 331,638 | $7,086 萬 | 1.34% | −674,289−67.0% | 減碼 |
| Assetmark, Inc | 331,611 | $7,085 萬 | 0.14% | +196,979+146.3% | 加碼 |
| Ieq Capital, LLC | 318,279 | $6,800 萬 | 0.32% | +10,621+3.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 313,563 | $6,700 萬 | 0.34% | +87,988+39.0% | 加碼 |
| Wellington Management Group LLP | 310,757 | $6,640 萬 | 0.01% | −105,848−25.4% | 減碼 |
| Pinebridge Investments LLC | 309,605 | $6,615 萬 | 0.56% | −103,382−25.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 302,475 | $6,463 萬 | 0.23% | +91,144+43.1% | 加碼 |
| Scotia Capital Inc. | 300,456 | $6,420 萬 | 0.26% | +250,202+497.9% | 加碼 |
| Discovery Capital Management, LLC | 298,016 | $6,367 萬 | 3.31% | +146,116+96.2% | 加碼 |
| Gotham Asset Management, LLC | 297,729 | $6,361 萬 | 0.19% | +2,319+0.8% | 加碼 |
| M&G Plc | 297,231 | $6,361 萬 | 0.33% | −851,214−74.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 290,892 | $6,215 萬 | 0.32% | −1,268−0.4% | 減碼 |
| Pinnacle Associates Ltd | 287,487 | $6,142 萬 | 0.79% | −91,338−24.1% | 減碼 |
| Jones Financial Companies LLLP | 286,164 | $6,050 萬 | 0.03% | +190,406+198.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 282,997 | $6,047 萬 | 0.46% | −14,358−4.8% | 減碼 |
| Penserra Capital Management LLC | 282,350 | $6,032 萬 | 0.71% | +8,200+3.0% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 281,580 | $6,024 萬 | 2.72% | +62,110+28.3% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 280,695 | $5,997 萬 | 0.91% | +280,695 | 新進 |
| Empire Life Investments Inc. | 268,986 | $5,972 萬 | 3.63% | −50,906−15.9% | 減碼 |
| Crestwood Advisors Group LLC | 277,765 | $5,934 萬 | 1.00% | −19,914−6.7% | 減碼 |
| Amalgamated Bank | 277,179 | $5,922 萬 | 0.45% | −4,444−1.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 274,069 | $5,856 萬 | 0.72% | −6,871−2.4% | 減碼 |
| Rakuten Investment Management, Inc. | 288,176 | $5,762 萬 | 0.12% | +22,648+8.5% | 加碼 |
| Lido Advisors, LLC | 268,197 | $5,736 萬 | 0.23% | −98,479−26.9% | 減碼 |
| iA Global Asset Management Inc. | 266,175 | $5,687 萬 | 0.81% | +43,615+19.6% | 加碼 |
| DnB Asset Management AS | 265,397 | $5,670 萬 | 0.20% | −768,387−74.3% | 減碼 |
| Banco Santander, S.A. | 265,218 | $5,667 萬 | 0.46% | −34,417−11.5% | 減碼 |
| Retirement Systems of Alabama | 265,187 | $5,666 萬 | 0.19% | −2,013−0.8% | 減碼 |
| Shelton Capital Management | 264,254 | $5,646 萬 | 1.24% | −234,704−47.0% | 減碼 |
| Seven Grand Managers, LLC | 264,000 | $5,641 萬 | 3.77% | +264,000 | 新進 |
| Wealth Architects, LLC | 263,242 | $5,624 萬 | 5.01% | −300.0% | 減碼 |
| IFM Investors Pty Ltd | 262,773 | $5,614 萬 | 0.47% | +7,994+3.1% | 加碼 |
| Pathstone Holdings, LLC | 262,360 | $5,606 萬 | 0.22% | +6,158+2.4% | 加碼 |
| Wedge Capital Management L L P | 262,308 | $5,604 萬 | 1.03% | −143,735−35.4% | 減碼 |
| Parnassus Investments | 262,163 | $5,601 萬 | 0.16% | −383,763−59.4% | 減碼 |
| QRG Capital Management, Inc. | 261,516 | $5,588 萬 | 0.58% | +6,525+2.6% | 加碼 |
| Rokos Capital Management LLP | 259,921 | $5,553 萬 | 0.99% | +181,440+231.2% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 256,734 | $5,485 萬 | 0.53% | +8,978+3.6% | 加碼 |
| Defiance ETFs, LLC | 255,360 | $5,456 萬 | 0.78% | +17,993+7.6% | 加碼 |
| Nicholas Company, Inc. | 251,582 | $5,375 萬 | 1.05% | −69,510−21.6% | 減碼 |
| Neville Rodie & Shaw Inc | 250,159 | $5,345 萬 | 3.88% | −9,813−3.8% | 減碼 |
| Advisor Group Holdings, Inc. | 248,166 | $5,303 萬 | 0.08% | −42,438−14.6% | 減碼 |
| AE Wealth Management LLC | 245,663 | $5,249 萬 | 0.28% | +45,957+23.0% | 加碼 |