증권 기록
LRCX
Lam Research Corporation · Technology · Semiconductors
187추적 보유자
+2Δ 보유자
874.58M보유 주식 수
$377.14B보고 가치
+7신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.1% ·
주식 흐름 +1.1% ·
순 신규 포지션 +1.6%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 18.12M | 신규 | $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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Norges Bank | $7.85B | 0.8% |
청산됨
| Rakuten Investment… | $57.62M | 이었음 0.1% |
| Third Point | $16.02M | 이었음 0.8% |
| Point72 Asset Management | $6.39M | 이었음 0.0% |
| Simplex Trading, Llc | $3.44M | 이었음 0.1% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 2,586 보유 기관, 976.87M 주식, $200.48B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Sep 09
ARCHER TIMOTHY
Officer · 30.00K 주(sh) · $9.58M
Sep 09
Mayer Bethany
Director · 9.56K 주(sh) · $3.01M
Aug 31
Harter Ava
Officer · 5.00K 주(sh) · $1.51M
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
API를 통해 조회