LRCX
Lam Research Corporation · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +0.5% ·
flujo de acciones -1.0% ·
nuevas posiciones netas +1.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 187 | +2 | 874.58M | $377.14B | +7 | −4 |
| Q1 2026 | 187 | +3 | 858.08M | $182.68B | +5 | −3 |
| Q4 2025 | 183 | +1 | 943.75M | $161.20B | +2 | — |
| Q3 2025 | 25 | +1 | 512.14M | $68.58B | +1 | −1 |
| Q2 2025 | 22 | +1 | 431.40M | $42.00B | +1 | — |
| Q1 2025 | 18 | -1 | 148.02M | $10.77B | +1 | −2 |
| Q4 2024 | 19 | +1 | 163.00M | $11.78B | +1 | — |
| Q3 2024 | 17 | -2 | 10.47M | $8.54B | — | −2 |
| Q2 2024 | 19 | — | 11.74M | $12.50B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ ×23 |
| 2 | The Vanguard Group ✦ (pasivo) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | State Street Global Advisors ✦ (pasivo) | 59.69M | -0.2% | $10.23B | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 4 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ ×24 |
| 5 | Geode Capital Management ✦ (pasivo) | 33.75M | +0.4% | $5.76B | 0.4% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ ×19 |
| 8 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ ×9 |
| 9 | Norges Bank ✦ (pasivo) | 21.30M | Nuevo | $3.65B | 0.4% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ ×20 |
| 11 | Goldman Sachs Group ✦ | 14.84M | +6.7% | $2.54B | 0.4% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Northern Trust Corp | 14.44M | — | $2.47B | 0.3% | n/c | 1 | SEC ↗ ×12 |
| 13 | T. Rowe Price ✦ | 13.70M | +352.2% | $2.34B | 0.3% | ▲ Add | 7 | SEC ↗ ×2 |
| 14 | Arrowstreet Capital ✦ | 13.35M | +17.7% | $2.29B | 1.3% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS AM, a distinct business unit of… | 12.73M | — | $2.18B | 0.5% | n/c | 1 | SEC ↗ ×12 |
| 16 | Bank Of America Corp /De/ | 11.26M | — | $1.93B | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 17 | Legal & General Group Plc | 10.86M | — | $1.86B | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 18 | Nuveen, LLC | 10.39M | — | $1.78B | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 19 | Franklin Resources Inc | 10.11M | — | $1.73B | 0.4% | n/c | 1 | SEC ↗ ×14 |
| 20 | Coatue Management ✦ | 9.81M | -1.5% | $1.68B | 4.2% | ▼ Trim | 7 | SEC ↗ ×7 |
| 21 | Grantham, Mayo, Van Otterloo & Co.… | 9.34M | — | $1.60B | 4.1% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 9.24M | — | $1.58B | 0.3% | n/c | 1 | SEC ↗ ×23 |
| 23 | Janus Henderson Group Plc | 9.08M | — | $1.55B | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 24 | Amundi | 8.20M | — | $1.40B | 0.4% | n/c | 1 | SEC ↗ ×11 |
| 25 | Artisan Partners Limited Partnership | 7.95M | — | $1.36B | 2.1% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 7.78M | — | $1.33B | 0.3% | n/c | 1 | SEC ↗ ×11 |
| 27 | Charles Schwab Investment… | 7.73M | — | $1.32B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | Nordea Investment Management Ab | 7.40M | — | $1.28B | 1.1% | n/c | 1 | SEC ↗ ×4 |
| 29 | Hsbc Holdings Plc | 7.12M | — | $1.22B | 0.3% | n/c | 1 | SEC ↗ ×28 |
| 30 | Barclays Plc | 6.98M | — | $1.19B | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 31 | Alkeon Capital Management Llc | 6.42M | — | $1.10B | 4.8% | n/c | 1 | SEC ↗ ×2 |
| 32 | Dimensional Fund Advisors Lp | 6.16M | — | $1.05B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 33 | First Trust Advisors Lp | 5.60M | — | $958.57M | 0.7% | n/c | 1 | SEC ↗ |
| 34 | Voya Investment Management Llc | 5.40M | — | $922.42M | 1.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Wells Fargo & Company/Mn | 5.34M | — | $914.05M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 36 | Deutsche Bank Ag\ | 4.76M | — | $815.22M | 0.3% | n/c | 1 | SEC ↗ ×15 |
| 37 | Citadel Advisors ✦ | 4.24M | +39.2% | $726.05M | 0.5% | ▲ Add | 7 | SEC ↗ ×2 |
| 38 | Massachusetts Financial Services Co… | 4.18M | — | $715.51M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 39 | Pictet Asset Management Holding SA | 4.18M | — | $714.93M | 0.7% | n/c | 1 | SEC ↗ |
| 40 | Swedbank AB | 3.98M | — | $681.97M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 41 | Royal Bank Of Canada | 3.95M | — | $675.70M | 0.1% | n/c | 1 | SEC ↗ ×13 |
| 42 | Tiger Global Management ✦ | 3.90M | -25.9% | $667.68M | 2.2% | ▼ Trim | 7 | SEC ↗ |
| 43 | California Public Employees… | 3.90M | — | $667.37M | 0.4% | n/c | 1 | SEC ↗ |
| 44 | Allianz Asset Management GmbH | 3.74M | — | $639.84M | 0.7% | n/c | 1 | SEC ↗ ×6 |
| 45 | AQR Capital Management ✦ | 3.71M | +4.8% | $635.02M | 0.3% | ▲ Add | 7 | SEC ↗ ×9 |
| 46 | Corient Private Wealth LP | 6.44M | — | $617.34M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 47 | Bnp Paribas Financial Markets | 3.54M | — | $606.13M | 0.4% | n/c | 1 | SEC ↗ |
| 48 | Swiss National Bank | 3.46M | — | $591.53M | 0.4% | n/c | 1 | SEC ↗ |
| 49 | National Pension Service | 3.31M | — | $566.98M | 0.4% | n/c | 1 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 3.30M | — | $564.49M | 0.2% | n/c | 1 | SEC ↗ |
| 51 | Sumitomo Mitsui Trust Group, Inc. | 3.24M | — | $555.29M | 0.3% | n/c | 1 | SEC ↗ |
| 52 | BNP Paribas Asset Management… | 3.24M | — | $554.55M | 0.6% | n/c | 1 | SEC ↗ ×5 |
| 53 | Mitsubishi UFJ Asset Management… | 2.99M | — | $554.11M | 0.4% | n/c | 1 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 3.20M | — | $548.24M | 0.2% | n/c | 1 | SEC ↗ |
| 55 | Citigroup Inc | 3.06M | — | $523.18M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 56 | Bridgewater Associates ✦ | 3.04M | -12.2% | $520.67M | 1.9% | ▼ Trim | 7 | SEC ↗ |
| 57 | Canada Pension Plan Investment Board | 2.81M | — | $480.42M | 0.3% | n/c | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 2.79M | — | $477.54M | 0.3% | n/c | 1 | SEC ↗ ×10 |
| 59 | Capital Research Global Investors | 2.64M | — | $452.33M | 0.1% | n/c | 1 | SEC ↗ |
| 60 | American Century Companies Inc | 2.55M | — | $435.69M | 0.2% | n/c | 1 | SEC ↗ |
| 61 | Caisse De Depot Et Placement Du… | 2.48M | — | $424.30M | 0.7% | n/c | 1 | SEC ↗ |
| 62 | ProShare Advisors LLC | 2.46M | — | $420.32M | 0.7% | n/c | 1 | SEC ↗ |
| 63 | Rhumbline Advisers | 2.36M | — | $403.62M | 0.3% | n/c | 1 | SEC ↗ |
| 64 | Wealth Enhancement Advisory… | 1.92M | — | $400.72M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 65 | National Bank Of Canada /Fi/ | 2.18M | — | $372.50M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 66 | Robeco Institutional Asset… | 2.16M | — | $370.09M | 0.5% | n/c | 1 | SEC ↗ |
| 67 | DZ BANK AG Deutsche Zentral… | 2.01M | — | $343.67M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 68 | Focus Partners Wealth | 2.05M | — | $343.35M | 0.4% | n/c | 1 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 1.97M | — | $338.56M | 0.4% | n/c | 1 | SEC ↗ ×26 |
| 70 | California State Teachers… | 1.98M | — | $338.48M | 0.3% | n/c | 1 | SEC ↗ |
| 71 | Principal Financial Group Inc | 1.97M | — | $337.36M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 72 | Mackenzie Financial Corp | 1.82M | — | $315.10M | 0.4% | n/c | 1 | SEC ↗ |
| 73 | Raymond James Financial Inc | 1.80M | — | $308.45M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 74 | Truist Financial Corp | 1.79M | — | $306.75M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 75 | Victory Capital Management Inc | 1.79M | — | $305.58M | 0.2% | n/c | 1 | SEC ↗ |
| 76 | Prudential Financial Inc | 1.76M | — | $301.21M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 77 | Neuberger Berman Group LLC | 1.67M | — | $285.94M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 78 | Bank Of Montreal /Can/ | 1.67M | — | $285.37M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 79 | Bank Julius Baer & Co. Ltd, Zurich | 1.63M | — | $280.59M | 0.8% | n/c | 1 | SEC ↗ |
| 80 | Td Asset Management Inc | 1.57M | — | $268.83M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 81 | Universal- Beteiligungs- und… | 1.50M | — | $257.77M | 0.4% | n/c | 1 | SEC ↗ |
| 82 | FIL Ltd | 1.50M | — | $255.94M | 0.2% | n/c | 1 | SEC ↗ |
| 83 | New York State Common Retirement… | 1.43M | — | $245.23M | 0.3% | n/c | 1 | SEC ↗ |
| 84 | Man Group plc | 1.41M | — | $240.90M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 85 | LPL Financial LLC | 1.40M | — | $239.85M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Mirae Asset Global Investments Co.… | 1.37M | — | $234.69M | 0.7% | n/c | 1 | SEC ↗ ×2 |
| 87 | Adage Capital Partners ✦ | 1.29M | -7.6% | $221.10M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 88 | Tidal Investments LLC | 1.27M | — | $217.02M | 0.9% | n/c | 1 | SEC ↗ ×4 |
| 89 | Two Sigma Investments ✦ | 1.26M | -17.7% | $215.25M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 90 | Danske Bank A/S | 1.19M | — | $204.51M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 91 | Sei Investments Co | 1.15M | — | $197.45M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 92 | State Board Of Administration Of… | 1.14M | — | $195.16M | 0.3% | n/c | 1 | SEC ↗ |
| 93 | 1832 Asset Management L.P. | 1.14M | — | $194.91M | 0.2% | n/c | 1 | SEC ↗ |
| 94 | Millennium Management ✦ | 1.11M | -33.5% | $189.84M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 95 | Aviva Plc | 1.08M | — | $185.62M | 0.3% | n/c | 1 | SEC ↗ |
| 96 | Korea Investment CORP | 1.06M | — | $181.69M | 0.4% | n/c | 1 | SEC ↗ |
| 97 | Manufacturers Life Insurance… | 1.02M | — | $174.38M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | HighTower Advisors, LLC | 1.02M | — | $174.33M | 0.2% | n/c | 1 | SEC ↗ |
| 99 | PFA Pension, Forsikringsaktieselskab | 993.96K | — | $172.73M | 0.5% | n/c | 1 | SEC ↗ |
| 100 | Aberdeen Group plc | 1.00M | — | $171.56M | 0.3% | n/c | 1 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $3.65B | 0.4% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,586 tenedores, 976.87M acciones, $200.48B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 30.00K acc. · $9.58M
Director · 9.56K acc. · $3.01M
Officer · 5.00K acc. · $1.51M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología