LRCX
Lam Research Corporation · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +1.1% ·
flujo de acciones +1.1% ·
nuevas posiciones netas +1.6%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| 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) | 132.73M | -0.1% | $57.51B | 0.9% | ▼ Trim | 5 | SEC ↗ ×23 |
| 2 | Vanguard Capital Management Llc | 81.68M | +0.7% | $35.40B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 60.70M | +2.6% | $26.32B | 0.8% | ▲ Add | 7 | SEC ↗ |
| 4 | Invesco Ltd. | 52.32M | +3.7% | $22.67B | 1.8% | ▲ Add | 3 | SEC ↗ ×24 |
| 5 | JPMorgan Chase ✦ | 45.32M | +38.5% | $18.62B | 1.1% | ▲ Add | 4 | SEC ↗ ×22 |
| 6 | Geode Capital Management ✦ (pasivo) | 34.51M | -1.9% | $14.92B | 0.8% | ▼ Trim | 9 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 33.68M | +0.3% | $14.59B | 0.6% | ▲ Add | 5 | SEC ↗ ×6 |
| 8 | T. Rowe Price ✦ | 24.60M | +85.8% | $10.66B | 1.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 19.22M | +1.3% | $8.33B | 0.4% | ▲ Add | 4 | SEC ↗ ×20 |
| 10 | Norges Bank ✦ (pasivo) | 18.12M | Nuevo | $7.85B | 0.8% | New | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 17.33M | -16.6% | $7.51B | 1.5% | ▼ Trim | 3 | SEC ↗ ×9 |
| 12 | Northern Trust Corp | 14.01M | -1.2% | $6.07B | 0.7% | ▼ Trim | 3 | SEC ↗ ×12 |
| 13 | Franklin Resources Inc | 13.07M | +10.8% | $5.66B | 1.2% | ▲ Add | 3 | SEC ↗ ×15 |
| 14 | Goldman Sachs Group ✦ | 12.72M | +21.4% | $5.51B | 0.6% | ▲ Add | 4 | SEC ↗ ×5 |
| 15 | UBS AM, a distinct business unit of… | 12.51M | -6.8% | $5.42B | 1.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 16 | Arrowstreet Capital ✦ | 12.27M | -6.9% | $5.32B | 2.4% | ▼ Trim | 5 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 11.24M | +5.5% | $4.87B | 0.3% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Legal & General Group Plc | 10.37M | -6.1% | $4.50B | 0.9% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Coatue Management ✦ | 9.44M | -6.0% | $4.09B | 8.4% | ▼ Trim | 9 | SEC ↗ ×7 |
| 20 | Amundi | 9.43M | -7.1% | $4.08B | 1.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 21 | Nuveen, LLC | 9.23M | -16.2% | $4.00B | 1.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Bank of New York Mellon Corp | 8.72M | -2.4% | $3.78B | 0.6% | ▼ Trim | 3 | SEC ↗ ×23 |
| 23 | Charles Schwab Investment… | 7.70M | -0.9% | $3.34B | 0.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | UBS Group AG | 7.69M | +17.8% | $3.33B | 0.5% | ▲ Add | 3 | SEC ↗ ×9 |
| 25 | Wells Fargo & Company/Mn | 7.31M | +42.2% | $3.17B | 0.6% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | Dimensional Fund Advisors Lp | 5.96M | -5.6% | $2.58B | 0.5% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Barclays Plc | 5.76M | +1.8% | $2.50B | 0.8% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | Grantham, Mayo, Van Otterloo & Co.… | 5.46M | -20.9% | $2.37B | 5.3% | ▼ Trim | 3 | SEC ↗ |
| 29 | Nordea Investment Management Ab | 4.97M | -19.8% | $2.14B | 1.7% | ▼ Trim | 3 | SEC ↗ ×4 |
| 30 | Swedbank AB | 4.65M | +29.6% | $2.01B | 1.7% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Deutsche Bank Ag\ | 4.39M | -2.4% | $1.90B | 0.6% | ▼ Trim | 3 | SEC ↗ ×16 |
| 32 | Citigroup Inc | 4.21M | +16.7% | $1.82B | 0.8% | ▲ Add | 3 | SEC ↗ ×4 |
| 33 | Hsbc Holdings Plc | 3.99M | +17.7% | $1.73B | 0.8% | ▲ Add | 3 | SEC ↗ ×10 |
| 34 | Voya Investment Management Llc | 3.80M | -4.6% | $1.65B | 1.6% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | California Public Employees… | 3.65M | -37.9% | $1.58B | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 36 | First Trust Advisors Lp | 3.62M | -14.4% | $1.57B | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 37 | Canada Pension Plan Investment Board | 3.56M | +25.0% | $1.54B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 38 | Jennison Associates Llc | 3.53M | +4.5% | $1.53B | 0.9% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Swiss National Bank | 3.52M | -4.5% | $1.53B | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 3.49M | +1.0% | $1.51B | 0.5% | ▲ Add | 9 | SEC ↗ ×13 |
| 41 | American Century Companies Inc | 3.45M | +5.0% | $1.49B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 42 | National Pension Service | 3.36M | -0.1% | $1.46B | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mitsubishi UFJ Asset Management… | 3.31M | +4.6% | $1.44B | 0.8% | ▲ Add | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 3.16M | +3.9% | $1.37B | 0.2% | ▲ Add | 3 | SEC ↗ ×11 |
| 45 | Tiger Global Management ✦ | 3.16M | -18.9% | $1.37B | 5.7% | ▼ Trim | 9 | SEC ↗ |
| 46 | Alkeon Capital Management Llc | 3.05M | -21.8% | $1.32B | 5.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 3.00M | -3.2% | $1.30B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 2.96M | +3.5% | $1.28B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 2.87M | +26.6% | $1.24B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 50 | Allianz Asset Management GmbH | 2.75M | -7.2% | $1.19B | 1.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 51 | Td Asset Management Inc | 2.72M | -11.0% | $1.18B | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Pictet Asset Management Holding SA | 2.65M | -8.7% | $1.15B | 1.1% | ▼ Trim | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.65M | +0.3% | $1.15B | 0.6% | ▲ Add | 3 | SEC ↗ ×10 |
| 54 | BNP Paribas Asset Management… | 2.49M | -27.7% | $1.08B | 1.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 55 | Bank Of Montreal /Can/ | 2.45M | +21.1% | $1.06B | 0.4% | ▲ Add | 3 | SEC ↗ ×9 |
| 56 | DZ BANK AG Deutsche Zentral… | 2.34M | +4.2% | $1.01B | 0.8% | ▲ Add | 3 | SEC ↗ ×5 |
| 57 | Rhumbline Advisers | 2.27M | -1.1% | $984.21M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Julius Baer & Co. Ltd, Zurich | 2.16M | -2.4% | $927.17M | 2.4% | ▼ Trim | 3 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 2.05M | -4.2% | $882.02M | 0.8% | ▼ Trim | 3 | SEC ↗ ×26 |
| 60 | Principal Financial Group Inc | 1.92M | +4.6% | $834.09M | 0.4% | ▲ Add | 3 | SEC ↗ ×3 |
| 61 | Robeco Institutional Asset… | 1.84M | -10.9% | $795.59M | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Truist Financial Corp | 1.73M | +0.8% | $747.88M | 0.9% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | Capital Research Global Investors | 1.70M | -34.6% | $737.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | Nomura Asset Management… | 1.67M | +8727.9% | $723.73M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Focus Partners Wealth | 1.64M | -35.0% | $711.76M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 66 | Bank Of Nova Scotia | 1.60M | +70.2% | $692.86M | 1.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | Mackenzie Financial Corp | 1.58M | -2.1% | $685.88M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 68 | Neuberger Berman Group LLC | 1.58M | +8.0% | $684.97M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Raymond James Financial Inc | 1.55M | -7.1% | $671.71M | 0.2% | ▼ Trim | 3 | SEC ↗ ×6 |
| 70 | LPL Financial LLC | 1.54M | +4.1% | $668.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | ProShare Advisors LLC | 1.53M | -22.0% | $663.04M | 1.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mirae Asset Global Investments Co.… | 1.49M | +18.2% | $645.77M | 1.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Caisse De Depot Et Placement Du… | 1.45M | +89.3% | $626.97M | 0.9% | ▲ Add | 3 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 1.45M | -41.5% | $626.81M | 0.5% | ▼ Trim | 3 | SEC ↗ ×5 |
| 75 | Citadel Advisors ✦ | 1.42M | +27.5% | $615.75M | 0.4% | ▲ Add | 9 | SEC ↗ ×2 |
| 76 | Victory Capital Management Inc | 1.41M | -7.0% | $612.12M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 77 | Alliancebernstein L.P. | 2.86M | -3.7% | $610.30M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 78 | Schroder Investment Management Group | 1.40M | -11.3% | $608.14M | 0.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 79 | Prudential Financial Inc | 1.40M | -18.7% | $606.32M | 0.7% | ▼ Trim | 3 | SEC ↗ ×2 |
| 80 | Universal- Beteiligungs- und… | 1.35M | -5.3% | $586.48M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 81 | Susquehanna International Group, Llp | 1.34M | +46.2% | $582.18M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | New York State Common Retirement… | 1.33M | -6.3% | $577.10M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 83 | Massachusetts Financial Services Co… | 1.22M | -63.2% | $540.29M | 0.2% | ▼ Trim | 3 | SEC ↗ ×7 |
| 84 | Wellington Management ✦ | 1.22M | +291.2% | $526.75M | 0.1% | ▲ Add | 9 | SEC ↗ ×5 |
| 85 | Daiwa Securities Group Inc. | 1.20M | +3.1% | $520.60M | 1.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 86 | Adage Capital Partners ✦ | 1.19M | +2.4% | $513.81M | 0.7% | ▲ Add | 9 | SEC ↗ |
| 87 | Aviva Plc | 1.13M | +0.9% | $488.07M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 88 | Ensign Peak Advisors, Inc | 1.12M | +37.7% | $485.96M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 89 | Jane Street Group, Llc | 1.12M | +59.9% | $484.72M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 90 | Quantinno Capital Management LP | 1.11M | +4.2% | $480.15M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 91 | State Board Of Administration Of… | 1.07M | -3.0% | $465.22M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 92 | CIBC Bancorp USA Inc. | 1.06M | +10.3% | $458.76M | 0.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 93 | Corient Private Wealth LP | 1.06M | -4.3% | $458.34M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 94 | Aberdeen Group plc | 1.05M | +1.7% | $455.56M | 0.6% | ▲ Add | 3 | SEC ↗ ×3 |
| 95 | Assenagon Asset Management S.A. | 1.04M | -50.9% | $450.00M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 96 | Manufacturers Life Insurance… | 964.36K | +16.8% | $417.89M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 97 | Sei Investments Co | 959.94K | -13.8% | $415.97M | 0.4% | ▼ Trim | 3 | SEC ↗ ×3 |
| 98 | Danske Bank A/S | 954.18K | -9.6% | $413.47M | 0.8% | ▼ Trim | 3 | SEC ↗ ×3 |
| 99 | Bridgewater Associates ✦ | 938.22K | -40.3% | $406.56M | 1.7% | ▼ Trim | 9 | SEC ↗ |
| 100 | Captrust Financial Advisors | 937.68K | +3.9% | $406.33M | 0.6% | ▲ Add | 3 | SEC ↗ |
«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 | $7.85B | 0.8% |
Posición cerrada
| Rakuten Investment… | $57.62M | era 0.1% |
| Third Point | $16.02M | era 0.8% |
| Point72 Asset Management | $6.39M | era 0.0% |
| Simplex Trading, Llc | $3.44M | 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.
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