Lam Research Corp
LRCX- 交易所
- Nasdaq
- 產業
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
近 90 天，Lam Research Corp 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 3,143 家機構在 13F 申報持有，市值合計 $4,635 億；Coatue、老虎環球等 6 位大師持有。
2021 年第 2 季 13F 持有人
Lam Research Corp 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,315
- 較 2021 年第 1 季 +67 家
- 持有股數
- 1.17 億
- 較 2021 年第 1 季 −59.5 萬 (−0.5%)
- 總市值
- $763.3 億
- 較 2021 年第 1 季 +$61.4 億 (+8.8%)
- 新進機構
- 143
- 另有 487 家加碼
- 清倉機構
- 76
- 另有 495 家減碼
另有 14 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LRCX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,143 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $749.3 億 |
| 2024 年第 3 季 | 1,469 | $800.7 億 |
| 2024 年第 2 季 | 1,793 | $1,165 億 |
| 2024 年第 1 季 | 1,732 | $1,070 億 |
| 2023 年第 4 季 | 1,632 | $869.7 億 |
| 2023 年第 3 季 | 1,451 | $697.1 億 |
| 2023 年第 2 季 | 1,434 | $727.1 億 |
| 2023 年第 1 季 | 1,366 | $604.5 億 |
| 2022 年第 4 季 | 1,347 | $475.0 億 |
| 2022 年第 3 季 | 1,273 | $415.7 億 |
| 2022 年第 2 季 | 1,310 | $478.8 億 |
| 2022 年第 1 季 | 1,391 | $604.2 億 |
| 2021 年第 4 季 | 1,461 | $829.2 億 |
| 2021 年第 3 季 | 1,301 | $657.6 億 |
| 2021 年第 2 季 | 1,315 | $763.3 億 |
| 2021 年第 1 季 | 1,262 | $708.3 億 |
2021 年第 2 季持有機構
每家機構持有 Lam Research Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 1,257 | $81.8 萬 | 0.08% | +658+109.8% | 加碼 |
| Qtron Investments LLC | 1,278 | $83.2 萬 | 0.21% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 1,284 | $83.6 萬 | 0.24% | +1,284 | 新進 |
| Clear Creek Financial Management, LLC | 1,284 | $83.6 萬 | 0.13% | +696+118.4% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,288 | $83.8 萬 | 0.04% | +606+88.9% | 加碼 |
| Haverford Financial Services, Inc. | 1,290 | $83.9 萬 | 0.20% | +1,290 | 新進 |
| EP Wealth Advisors, LLC | 1,295 | $84.2 萬 | 0.02% | −98−7.0% | 減碼 |
| Apollon Wealth Management, LLC | 1,299 | $84.5 萬 | 0.15% | −23−1.7% | 減碼 |
| AtlasMark Financial, Inc | 1,300 | $84.6 萬 | 1.11% | 00.0% | 不變 |
| Trust Asset Management LLC | 1,300 | $84.6 萬 | 0.11% | +142+12.3% | 加碼 |
| AdvisorNet Financial, Inc | 1,310 | $85.2 萬 | 0.06% | +89+7.3% | 加碼 |
| Sutton Wealth Advisors Inc. | 1,321 | $86.0 萬 | 0.31% | −1−0.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,334 | $86.9 萬 | 0.10% | −5−0.4% | 減碼 |
| Stevens Capital Management LP | 1,338 | $87.1 萬 | 0.26% | +1,338 | 新進 |
| Hilltop Holdings Inc. | 1,346 | $87.6 萬 | 0.10% | +108+8.7% | 加碼 |
| Capula Management Ltd | 1,360 | $88.5 萬 | 0.16% | +1,360 | 新進 |
| Trust Co of Toledo NA | 1,370 | $89.1 萬 | 0.15% | +20+1.5% | 加碼 |
| Clarius Group, LLC | 1,372 | $89.3 萬 | 0.08% | +17+1.3% | 加碼 |
| Avantax Advisory Services, Inc. | 1,372 | $89.8 萬 | 0.02% | +33+2.5% | 加碼 |
| Human Investing LLC | 1,394 | $90.7 萬 | 0.22% | +1,242+817.1% | 加碼 |
| Stephens Inc | 1,402 | $91.2 萬 | 0.01% | −36−2.5% | 減碼 |
| Gries Financial LLC | 1,405 | $91.3 萬 | 0.29% | 00.0% | 不變 |
| Stillwater Capital Advisors, LLC | 1,404 | $91.4 萬 | 0.15% | −500−26.3% | 減碼 |
| Algert Global LLC | 1,405 | $91.4 萬 | 0.31% | +1,405 | 新進 |
| Axiom Investment Management LLC | 1,425 | $92.8 萬 | 0.72% | −225−13.6% | 減碼 |
| CFO4Life Group, LLC | 1,428 | $92.9 萬 | 0.21% | +22+1.6% | 加碼 |
| Menard Financial Group LLC | 1,432 | $93.2 萬 | 0.88% | +364+34.1% | 加碼 |
| Legacy Capital Partners, Inc. | 1,437 | $93.5 萬 | 0.33% | +55+4.0% | 加碼 |
| Becker Capital Management Inc | 1,449 | $94.3 萬 | 0.04% | +39+2.8% | 加碼 |
| Johnson Investment Counsel Inc | 1,453 | $94.8 萬 | 0.01% | −300−17.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,459 | $94.9 萬 | 0.26% | +23+1.6% | 加碼 |
| Coldstream Capital Management Inc | 1,466 | $95.4 萬 | 0.04% | +61+4.3% | 加碼 |
| Hobart Private Capital, LLC | 1,470 | $95.7 萬 | 0.39% | −17−1.1% | 減碼 |
| AIA Group Ltd | 1,620 | $95.8 萬 | 0.07% | +767+89.9% | 加碼 |
| Barings LLC | 1,478 | $96.1 萬 | 0.02% | −103−6.5% | 減碼 |
| Outlook Wealth Advisors, LLC | 1,485 | $96.6 萬 | 0.31% | +103+7.5% | 加碼 |
| Holderness Investments Co | 1,499 | $97.5 萬 | 0.32% | +31+2.1% | 加碼 |
| Davenport & Co LLC | 1,523 | $99.1 萬 | 0.01% | +64+4.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,524 | $99.2 萬 | 0.06% | +74+5.1% | 加碼 |
| Inverness Counsel LLC | 1,540 | $100.2 萬 | 0.04% | +1,033+203.7% | 加碼 |
| Standard Family Office LLC | 1,542 | $100.3 萬 | 0.21% | 00.0% | 不變 |
| Verition Fund Management LLC | 1,548 | $100.7 萬 | 0.01% | −28,841−94.9% | 減碼 |
| Blueshift Asset Management, LLC | 1,549 | $100.8 萬 | 0.06% | −1,904−55.1% | 減碼 |
| Columbia Asset Management | 1,565 | $101.8 萬 | 0.23% | +5+0.3% | 加碼 |
| Argent Trust Co | 1,572 | $102.3 萬 | 0.07% | −47−2.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 1,575 | $102.5 萬 | 0.13% | −30−1.9% | 減碼 |
| MorganRosel Wealth Management, LLC | 1,576 | $102.6 萬 | 0.58% | −461−22.6% | 減碼 |
| Triangle Securities Wealth Management | 1,588 | $103.3 萬 | 0.35% | −125−7.3% | 減碼 |
| Strategic Investment Advisors | 1,594 | $103.7 萬 | 0.24% | −1,733−52.1% | 減碼 |
| Checchi Capital Advisers, LLC | 1,596 | $103.9 萬 | 0.13% | +41+2.6% | 加碼 |
| Traynor Capital Management, Inc. | 1,652 | $104.3 萬 | 0.15% | +818+98.1% | 加碼 |
| CPWM, LLC | 1,605 | $104.4 萬 | 0.08% | −1−0.1% | 減碼 |
| Covenant Multifamily Offices, LLC | 1,606 | $104.5 萬 | 0.19% | −164−9.3% | 減碼 |
| Texas Capital Bancshares Inc | 1,609 | $104.7 萬 | 0.76% | +3+0.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,611 | $104.8 萬 | 0.22% | +211+15.1% | 加碼 |
| Stokes Family Office, LLC | 1,616 | $105.2 萬 | 0.15% | −200−11.0% | 減碼 |
| Nwam LLC | 1,621 | $105.5 萬 | 0.10% | +2+0.1% | 加碼 |
| Apriem Advisors | 1,635 | $106.4 萬 | 0.16% | −115−6.6% | 減碼 |
| Roman Butler Fullerton & Co | 1,636 | $106.5 萬 | 0.52% | +1,636 | 新進 |
| Snowden Capital Advisors LLC | 1,641 | $106.8 萬 | 0.05% | −51−3.0% | 減碼 |
| Advisor Resource Council | 1,644 | $107.0 萬 | 0.11% | +1,644 | 新進 |
| Smithfield Trust Co | 1,648 | $107.2 萬 | 0.07% | 00.0% | 不變 |
| Optimum Investment Advisors | 1,650 | $107.4 萬 | 0.34% | −125−7.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,655 | $107.7 萬 | 0.16% | +45+2.8% | 加碼 |
| Boston Private Wealth LLC | 1,661 | $108.1 萬 | 0.01% | +119+7.7% | 加碼 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 1,663 | $108.2 萬 | 1.18% | −148−8.2% | 減碼 |
| Clearstead Advisors, LLC | 1,668 | $108.5 萬 | 0.08% | +241+16.9% | 加碼 |
| First Commonwealth Financial Corp | 1,679 | $109.3 萬 | 0.38% | +448+36.4% | 加碼 |
| Diversified Trust Co | 1,696 | $110.4 萬 | 0.04% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 1,700 | $110.6 萬 | 0.19% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 1,700 | $110.6 萬 | 0.61% | +400+30.8% | 加碼 |
| Barometer Capital Management Inc. | 1,700 | $110.6 萬 | 0.21% | −3,000−63.8% | 減碼 |
| Rehmann Capital Advisory Group | 1,637 | $110.6 萬 | 0.11% | −76−4.4% | 減碼 |
| Quadrant Capital Group LLC | 1,703 | $110.8 萬 | 0.16% | +4+0.2% | 加碼 |
| Arden Trust Co | 1,724 | $112.2 萬 | 0.18% | −241−12.3% | 減碼 |
| Empirical Finance, LLC | 1,727 | $112.4 萬 | 0.18% | +235+15.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,731 | $112.6 萬 | 0.28% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 1,740 | $113.1 萬 | 0.04% | +20+1.2% | 加碼 |
| Delphi Management Inc | 1,742 | $113.4 萬 | 1.08% | −446−20.4% | 減碼 |
| La Financiere de L'Echiquier | 1,742 | $113.4 萬 | 0.04% | −130−6.9% | 減碼 |
| Ibex Wealth Advisors | 1,742 | $113.4 萬 | 0.23% | +1,742 | 新進 |
| Bay Rivers Group | 1,755 | $114.2 萬 | 0.81% | +26+1.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,809 | $114.5 萬 | 0.12% | 00.0% | 不變 |
| Range Financial Group LLC | 1,765 | $114.8 萬 | 0.85% | +1,765 | 新進 |
| Jag Capital Management, LLC | 1,768 | $115.0 萬 | 0.09% | +362+25.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,771 | $115.2 萬 | 0.02% | +138+8.5% | 加碼 |
| O'Neil Global Advisors, Inc. | 1,800 | $117.1 萬 | 0.37% | +900+100.0% | 加碼 |
| Kornitzer Capital Management Inc | 1,800 | $117.1 萬 | 0.02% | +1,800 | 新進 |
| Great Valley Advisor Group, Inc. | 1,813 | $118.0 萬 | 0.09% | +148+8.9% | 加碼 |
| Capstone Investment Advisors, LLC | 1,818 | $118.3 萬 | 0.03% | −2,948−61.9% | 減碼 |
| Bryn Mawr Trust Co | 1,819 | $118.3 萬 | 0.05% | +646+55.1% | 加碼 |
| Wedbush Securities Inc | 1,842 | $119.9 萬 | 0.06% | −31−1.7% | 減碼 |
| Quantitative Investment Management, LLC | 1,864 | $121.2 萬 | 0.11% | +351+23.2% | 加碼 |
| Pitcairn Co | 1,880 | $122.3 萬 | 0.08% | −3−0.2% | 減碼 |
| SevenBridge Financial Group, LLC | 1,887 | $122.8 萬 | 0.40% | −71−3.6% | 減碼 |
| Kovack Advisors, Inc. | 1,887 | $122.8 萬 | 0.14% | +188+11.1% | 加碼 |
| Claybrook Capital, LLC | 1,887 | $122.8 萬 | 0.40% | +1,887 | 新進 |
| CIBC Private Wealth Group, LLC | 1,888 | $122.9 萬 | 0.00% | −76,272−97.6% | 減碼 |
| Noesis Capital Mangement Corp | 2,097 | $123.4 萬 | 0.25% | +45+2.2% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,904 | $123.9 萬 | 0.55% | −151−7.3% | 減碼 |