LRCX
Lam Research Corporation · Technology · Semiconductors
Données momentum (gérants comparables) :
étendue des détenteurs +0.5% ·
flux d'actions -1.0% ·
nouvelles positions nettes +1.1%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 187 | +2 | 874.55M | $376.63B | +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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 134.26M | +8.1% | $22.98B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passif) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passif) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 26 | The Vanguard Group ✦ (passif) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 27 | The Vanguard Group ✦ (passif) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 28 | The Vanguard Group ✦ (passif) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 29 | The Vanguard Group ✦ (passif) | 131.19M | +0.2% | $22.46B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passif) | 59.69M | -0.2% | $10.23B | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 31 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 32 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 33 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 37 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 38 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 39 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 40 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 41 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 42 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 44 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 45 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 46 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 47 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 48 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 49 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 50 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 51 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 52 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 53 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 54 | Invesco Ltd. | 51.04M | — | $8.74B | 0.8% | n/c | 1 | SEC ↗ |
| 55 | Geode Capital Management ✦ (passif) | 33.75M | +0.4% | $5.76B | 0.4% | ▲ Add | 7 | SEC ↗ |
| 56 | Geode Capital Management ✦ (passif) | 33.75M | +0.4% | $5.76B | 0.4% | ▲ Add | 7 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 26.68M | +14.3% | $4.57B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 23.51M | -60.8% | $4.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 83 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 85 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 86 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 88 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 89 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 90 | Ameriprise Financial Inc | 23.25M | — | $3.98B | 0.9% | n/c | 1 | SEC ↗ |
| 91 | Norges Bank ✦ (passif) | 21.30M | Nouveau | $3.65B | 0.4% | New | 1 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 100 | Morgan Stanley ✦ | 19.89M | +0.1% | $3.40B | 0.2% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Norges Bank | $3.65B | 0.4% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,586 détenteurs, 976.87M actions, $200.48B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.