Ficha del valor · trimestre archivado
LRCX
Lam Research Corporation · Technology · Semiconductors
187Tenedores rastreados
+3Δ titulares
858.08MAcciones mantenidas
$182.68BValor declarado
+5Nuevas posiciones
−3Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.6% ·
flujo de acciones -1.9% ·
nuevas posiciones netas +1.1%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 1.78M | $563.91M | n/a | n/a |
| Q2 2026 | 185 | +2 | 864.33M | $372.69B | +7 | −6 |
| Q1 2026 | 187 | +3 | 858.08M | $182.68B | +5 | −3 |
| Q4 2025 | 183 | +1 | 943.75M | $161.20B | +2 | n/a |
| Q3 2025 | 25 | +1 | 512.14M | $68.58B | +1 | −1 |
| Q2 2025 | 22 | +1 | 431.40M | $42.00B | +1 | n/a |
| Q1 2025 | 18 | -1 | 148.02M | $10.77B | +1 | −2 |
| Q4 2024 | 19 | +1 | 163.00M | $11.78B | +1 | n/a |
| Q3 2024 | 17 | -2 | 10.47M | $8.54B | n/a | −2 |
| Q2 2024 | 19 | n/a | 11.74M | $12.50B | n/a | n/a |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 132.85M | -1.1% | $28.39B | 0.5% | ▼ Trim | 4 | SEC ↗ ×23 |
| 2 | Vanguard Capital Management Llc | 81.16M | n/a | $17.34B | 0.4% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 59.16M | -0.9% | $12.65B | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 4 | Invesco Ltd. | 50.46M | -1.1% | $10.78B | 1.1% | ▼ Trim | 2 | SEC ↗ ×24 |
| 5 | Geode Capital Management ✦ (pasivo) | 35.18M | +4.2% | $7.50B | 0.5% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 33.57M | +25.8% | $7.17B | 0.4% | ▲ Add | 4 | SEC ↗ ×6 |
| 7 | JPMorgan Chase ✦ | 32.71M | +39.1% | $6.54B | 0.4% | ▲ Add | 3 | SEC ↗ ×23 |
| 8 | Ameriprise Financial Inc | 20.79M | -10.6% | $4.44B | 1.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 9 | Morgan Stanley ✦ | 18.97M | -4.6% | $4.05B | 0.2% | ▼ Trim | 3 | SEC ↗ ×20 |
| 10 | Northern Trust Corp | 14.19M | -1.7% | $3.03B | 0.4% | ▼ Trim | 2 | SEC ↗ ×12 |
| 11 | UBS AM, a distinct business unit of… | 13.42M | +5.4% | $2.87B | 0.6% | ▲ Add | 2 | SEC ↗ ×12 |
| 12 | T. Rowe Price ✦ | 13.24M | -3.3% | $2.83B | 0.3% | ▼ Trim | 8 | SEC ↗ ×2 |
| 13 | Arrowstreet Capital ✦ | 13.18M | -1.3% | $2.82B | 1.5% | ▼ Trim | 4 | SEC ↗ |
| 14 | Franklin Resources Inc | 11.79M | +16.6% | $2.52B | 0.6% | ▲ Add | 2 | SEC ↗ ×15 |
| 15 | Legal & General Group Plc | 11.05M | +1.8% | $2.36B | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Nuveen, LLC | 11.01M | +6.0% | $2.35B | 0.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Bank Of America Corp /De/ | 10.66M | -5.3% | $2.28B | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 18 | Goldman Sachs Group ✦ | 10.48M | -29.4% | $2.24B | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | Amundi | 10.15M | +23.7% | $2.17B | 0.6% | ▲ Add | 2 | SEC ↗ ×10 |
| 20 | Coatue Management ✦ | 10.04M | +2.4% | $2.15B | 7.4% | ▲ Add | 8 | SEC ↗ ×7 |
| 21 | Janus Henderson Group Plc | 9.27M | +2.0% | $1.98B | 0.9% | ▲ Add | 2 | SEC ↗ ×6 |
| 22 | Bank of New York Mellon Corp | 8.93M | -3.3% | $1.91B | 0.4% | ▼ Trim | 2 | SEC ↗ ×23 |
| 23 | Charles Schwab Investment… | 7.77M | +0.5% | $1.66B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | Grantham, Mayo, Van Otterloo & Co.… | 6.90M | -26.1% | $1.48B | 3.8% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 6.53M | -16.1% | $1.39B | 0.2% | ▼ Trim | 2 | SEC ↗ ×12 |
| 26 | Dimensional Fund Advisors Lp | 6.31M | +2.5% | $1.35B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Nordea Investment Management Ab | 6.19M | -16.4% | $1.27B | 1.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | California Public Employees… | 5.87M | +50.6% | $1.25B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 29 | Barclays Plc | 5.67M | -18.8% | $1.21B | 0.4% | ▼ Trim | 2 | SEC ↗ ×6 |
| 30 | Wells Fargo & Company/Mn | 5.14M | -3.7% | $1.10B | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 31 | Artisan Partners Limited Partnership | 5.03M | -36.7% | $1.07B | 1.8% | ▼ Trim | 2 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 4.50M | -5.5% | $961.32M | 0.3% | ▼ Trim | 2 | SEC ↗ ×16 |
| 33 | First Trust Advisors Lp | 4.23M | -24.5% | $902.83M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 34 | Voya Investment Management Llc | 3.98M | -26.2% | $849.95M | 1.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Alkeon Capital Management Llc | 3.90M | -39.2% | $833.37M | 3.8% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Tiger Global Management ✦ | 3.90M | 0.0% | $833.37M | 3.6% | Held | 8 | SEC ↗ |
| 37 | Swiss National Bank | 3.69M | +6.7% | $787.59M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 38 | Citigroup Inc | 3.61M | +18.1% | $770.98M | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | Swedbank AB | 3.59M | -9.9% | $766.74M | 0.8% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | BNP Paribas Asset Management… | 3.44M | +6.3% | $735.60M | 0.9% | ▲ Add | 2 | SEC ↗ ×5 |
| 41 | Massachusetts Financial Services Co… | 3.31M | -20.8% | $725.86M | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 42 | AQR Capital Management ✦ | 3.45M | -6.9% | $724.31M | 0.3% | ▼ Trim | 8 | SEC ↗ ×12 |
| 43 | Hsbc Holdings Plc | 3.39M | -52.4% | $722.92M | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 44 | Jennison Associates Llc | 3.37M | +296.9% | $720.74M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | National Pension Service | 3.36M | +1.6% | $718.88M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 46 | American Century Companies Inc | 3.28M | +29.0% | $701.39M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 47 | Mitsubishi UFJ Asset Management… | 3.17M | +5.8% | $676.84M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 3.10M | -4.5% | $662.20M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 49 | Td Asset Management Inc | 3.06M | +94.7% | $653.13M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Royal Bank Of Canada | 3.05M | -22.8% | $650.92M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 51 | Allianz Asset Management GmbH | 2.96M | -20.9% | $631.97M | 0.7% | ▼ Trim | 2 | SEC ↗ ×6 |
| 52 | Pictet Asset Management Holding SA | 2.91M | -30.4% | $620.46M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 53 | Envestnet Asset Management Inc | 2.86M | -13.3% | $611.01M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 54 | Canada Pension Plan Investment Board | 2.85M | +1.5% | $608.40M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.64M | -5.4% | $564.04M | 0.3% | ▼ Trim | 2 | SEC ↗ ×10 |
| 56 | Capital Research Global Investors | 2.60M | -1.4% | $556.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | Focus Partners Wealth | 2.53M | +23.4% | $542.47M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 2.47M | +13.7% | $528.69M | 0.5% | ▲ Add | 2 | SEC ↗ ×5 |
| 59 | Alliancebernstein L.P. | 2.97M | -7.4% | $507.78M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 60 | Rhumbline Advisers | 2.30M | -2.6% | $490.81M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 2.27M | -36.0% | $484.34M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 62 | DZ BANK AG Deutsche Zentral… | 2.24M | +11.8% | $479.44M | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 63 | Bank Julius Baer & Co. Ltd, Zurich | 2.21M | +35.3% | $466.42M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 2.14M | +8.7% | $452.27M | 0.5% | ▲ Add | 2 | SEC ↗ ×26 |
| 65 | Assenagon Asset Management S.A. | 2.12M | +1994.3% | $452.15M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 66 | Robeco Institutional Asset… | 2.06M | -4.7% | $440.31M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 2.02M | +21.3% | $432.02M | 0.2% | ▲ Add | 2 | SEC ↗ ×9 |
| 68 | ProShare Advisors LLC | 1.96M | -20.1% | $419.15M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 69 | California State Teachers… | 1.92M | -2.8% | $410.86M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 70 | Principal Financial Group Inc | 1.84M | -6.7% | $393.08M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 71 | Prudential Financial Inc | 1.72M | -2.2% | $367.67M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Truist Financial Corp | 1.71M | -4.4% | $365.90M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Raymond James Financial Inc | 1.67M | -7.0% | $352.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 74 | Mackenzie Financial Corp | 1.62M | -11.0% | $345.56M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 75 | Millennium Management ✦ | 1.59M | +43.3% | $339.45M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 76 | Schroder Investment Management Group | 1.58M | n/a | $338.09M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 77 | Bridgewater Associates ✦ | 1.57M | -48.3% | $335.71M | 1.5% | ▼ Trim | 8 | SEC ↗ |
| 78 | Victory Capital Management Inc | 1.52M | -14.9% | $324.53M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 79 | Two Sigma Investments ✦ | 1.50M | +19.5% | $320.97M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 80 | LPL Financial LLC | 1.48M | +5.8% | $316.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Neuberger Berman Group LLC | 1.46M | -12.4% | $312.59M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | Universal- Beteiligungs- und… | 1.43M | -4.7% | $305.37M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 83 | New York State Common Retirement… | 1.42M | -0.8% | $303.59M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 1.26M | -8.1% | $269.30M | 0.8% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Man Group plc | 1.19M | -15.6% | $253.77M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 86 | Daiwa Securities Group Inc. | 1.17M | +226.4% | $249.07M | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 87 | Adage Capital Partners ✦ | 1.16M | -10.3% | $247.44M | 0.4% | ▼ Trim | 8 | SEC ↗ |
| 88 | Aviva Plc | 1.12M | +3.0% | $238.51M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 1.11M | -73.7% | $238.17M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 90 | Sei Investments Co | 1.11M | -3.4% | $238.07M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 91 | State Board Of Administration Of… | 1.11M | -2.9% | $236.46M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 92 | Corient Private Wealth LP | 1.11M | -82.8% | $234.21M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 93 | Connor, Clark & Lunn Investment… | 1.09M | +34.8% | $232.49M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 94 | Quantinno Capital Management LP | 1.06M | +11.1% | $227.26M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 95 | Danske Bank A/S | 1.06M | -11.6% | $225.59M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 96 | Aberdeen Group plc | 1.03M | +3.1% | $220.81M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 97 | Korea Investment CORP | 1.02M | -3.6% | $218.62M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 98 | Wealth Enhancement Advisory… | 1.08M | -44.0% | $218.62M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 99 | Hrt Financial Lp | 1.00M | +59.8% | $214.15M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | PFA Pension, Forsikringsaktieselskab | 982.05K | -1.2% | $209.82M | 0.6% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $3.65B | era 0.4% |
| Optiver Holding B.V. | $10.28M | era 0.2% |
| Group One Trading Llc | $4.34M | era 0.1% |
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.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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)
Sep 09
ARCHER TIMOTHY
Officer · 30.00K acc. · $9.58M
Sep 09
Mayer Bethany
Director · 9.56K acc. · $3.01M
Aug 31
Harter Ava
Officer · 5.00K acc. · $1.51M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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