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 4 季 13F 持有人
Lam Research Corp 在 2021/12/31 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
- 1,461
- 較 2021 年第 3 季 +179 家
- 持有股數
- 1.15 億
- 較 2021 年第 3 季 −2,584 (0.0%)
- 總市值
- $829.2 億
- 較 2021 年第 3 季 +$172.2 億 (+26.2%)
- 新進機構
- 271
- 另有 532 家加碼
- 清倉機構
- 92
- 另有 465 家減碼
另有 19 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 2,287 | $164.5 萬 | 0.18% | −57−2.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,259 | $162.5 萬 | 0.06% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 2,238 | $160.9 萬 | 0.11% | +2,238 | 新進 |
| AIA Group Ltd | 2,233 | $160.6 萬 | 0.08% | −226−9.2% | 減碼 |
| Knowledge Leaders Capital, LLC | 2,232 | $160.5 萬 | 1.18% | +216+10.7% | 加碼 |
| McDaniel Terry & Co | 2,227 | $160.2 萬 | 0.16% | +242+12.2% | 加碼 |
| AlphaCrest Capital Management LLC | 2,221 | $159.7 萬 | 0.06% | −6,463−74.4% | 減碼 |
| Prudent Man Advisors, LLC | 2,216 | $159.4 萬 | 0.61% | −213−8.8% | 減碼 |
| Mirabella Financial Services LLP | 2,214 | $159.2 萬 | 0.16% | +1,630+279.1% | 加碼 |
| HGK Asset Management Inc | 2,210 | $158.9 萬 | 0.49% | +53+2.5% | 加碼 |
| SRN Advisors, LLC | 2,199 | $158.1 萬 | 0.57% | +519+30.9% | 加碼 |
| Regal Investment Advisors LLC | 2,199 | $158.1 萬 | 0.14% | −262−10.6% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 2,190 | $157.5 萬 | 0.06% | +143+7.0% | 加碼 |
| Jag Capital Management, LLC | 2,163 | $155.6 萬 | 0.12% | +313+16.9% | 加碼 |
| Leelyn Smith, LLC | 2,160 | $155.3 萬 | 0.42% | +40+1.9% | 加碼 |
| Tower Bridge Advisors | 2,159 | $155.3 萬 | 0.10% | −55−2.5% | 減碼 |
| Fort Sheridan Advisors LLC | 2,154 | $154.9 萬 | 0.45% | −523−19.5% | 減碼 |
| Independent Advisor Alliance | 2,137 | $153.7 萬 | 0.08% | +100+4.9% | 加碼 |
| Davidson Capital Management Inc. | 2,133 | $153.4 萬 | 0.84% | +88+4.3% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,130 | $153.2 萬 | 0.27% | +2,130 | 新進 |
| Deseret Mutual Benefit Administrators | 2,105 | $151.4 萬 | 0.25% | −106−4.8% | 減碼 |
| Haverford Financial Services, Inc. | 2,090 | $150.3 萬 | 0.34% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 2,089 | $150.2 萬 | 0.20% | +2,089 | 新進 |
| Comerica Securities,inc. | 2,082 | $150.0 萬 | 0.10% | −1,033−33.2% | 減碼 |
| 180 Wealth Advisors, LLC | 2,446 | $148.2 萬 | 0.33% | −95−3.7% | 減碼 |
| Eads & Heald Wealth Management | 2,055 | $147.8 萬 | 0.64% | +11+0.5% | 加碼 |
| LCNB Corp | 2,054 | $147.7 萬 | 0.68% | −90−4.2% | 減碼 |
| Ritholtz Wealth Management | 2,052 | $147.6 萬 | 0.09% | −139−6.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,052 | $147.6 萬 | 0.00% | +115+5.9% | 加碼 |
| Leavell Investment Management, Inc. | 2,035 | $146.7 萬 | 0.10% | +135+7.1% | 加碼 |
| Cypress Capital Management LLC | 2,037 | $146.5 萬 | 0.17% | −108−5.0% | 減碼 |
| UBP Investment Advisors SA | 2,029 | $146.0 萬 | 0.53% | +15+0.7% | 加碼 |
| Apollon Wealth Management, LLC | 2,458 | $145.0 萬 | 0.12% | +1,223+99.0% | 加碼 |
| Wakefield Asset Management LLLP | 2,013 | $144.8 萬 | 0.50% | −50−2.4% | 減碼 |
| Glenview Trust Co | 2,012 | $144.7 萬 | 0.05% | 00.0% | 不變 |
| Estate Counselors, LLC | 2,011 | $144.6 萬 | 0.18% | +2,011 | 新進 |
| Keudell/Morrison Wealth Management | 2,010 | $144.5 萬 | 0.57% | +160+8.6% | 加碼 |
| Darwin Advisors, LLC | 2,328 | $144.2 萬 | 0.23% | +1,008+76.4% | 加碼 |
| First Foundation Advisors | 2,001 | $143.9 萬 | 0.05% | +89+4.7% | 加碼 |
| Pensionfund DSM Netherlands | 2,000 | $143.8 萬 | 0.17% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 1,991 | $143.2 萬 | 0.24% | +73+3.8% | 加碼 |
| Delphi Management Inc | 1,990 | $143.1 萬 | 1.35% | +200+11.2% | 加碼 |
| Alta Wealth Advisors LLC | 1,985 | $142.8 萬 | 0.88% | −15−0.8% | 減碼 |
| Capital Investment Counsel, Inc | 1,975 | $142.0 萬 | 0.27% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 1,968 | $141.5 萬 | 0.04% | +1,600+434.8% | 加碼 |
| Personal Capital Advisors Corp | 1,997 | $141.1 萬 | 0.01% | +61+3.2% | 加碼 |
| Affinity Investment Advisors, LLC | 1,960 | $141.0 萬 | 0.57% | −45−2.2% | 減碼 |
| Noesis Capital Mangement Corp | 1,957 | $140.8 萬 | 0.28% | −135−6.5% | 減碼 |
| Lincoln National Corp | 1,939 | $139.5 萬 | 0.03% | −3−0.2% | 減碼 |
| Tocqueville Asset Management L.P. | 1,937 | $139.3 萬 | 0.02% | 00.0% | 不變 |
| Quantinno Capital Management LP | 1,915 | $137.7 萬 | 0.25% | +1,915 | 新進 |
| Signaturefd, LLC | 1,914 | $137.6 萬 | 0.04% | −92−4.6% | 減碼 |
| Inverness Counsel LLC | 1,910 | $137.4 萬 | 0.05% | −653−25.5% | 減碼 |
| American Portfolios Advisors | 1,907 | $137.1 萬 | 0.05% | +35+1.9% | 加碼 |
| Kornitzer Capital Management Inc | 1,900 | $136.6 萬 | 0.02% | −375−16.5% | 減碼 |
| First Midwest Bank Trust Division | 1,893 | $136.2 萬 | 0.18% | −87−4.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,891 | $136.0 萬 | 0.46% | +2+0.1% | 加碼 |
| Murphy Capital Management Inc | 1,890 | $135.9 萬 | 0.15% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 1,883 | $135.4 萬 | 0.01% | −1,449−43.5% | 減碼 |
| Old National Bancorp | 1,883 | $135.4 萬 | 0.05% | +724+62.5% | 加碼 |
| Pitcairn Co | 1,873 | $134.7 萬 | 0.09% | +23+1.2% | 加碼 |
| Middleton & Co Inc | 1,870 | $134.5 萬 | 0.13% | 00.0% | 不變 |
| Legacy Capital Partners, Inc. | 1,869 | $134.4 萬 | 0.44% | +341+22.3% | 加碼 |
| Mather Group, LLC. | 1,868 | $134.4 萬 | 0.03% | +778+71.4% | 加碼 |
| Venturi Wealth Management, LLC | 1,864 | $134.1 萬 | 0.10% | −17−0.9% | 減碼 |
| Proequities, Inc. | 1,853 | $133.5 萬 | 0.08% | +311+20.2% | 加碼 |
| Lyon Street Capital, LLC | 1,854 | $133.3 萬 | 1.33% | +1,854 | 新進 |
| Barometer Capital Management Inc. | 1,852 | $133.2 萬 | 0.22% | +1,852 | 新進 |
| JB Capital LLC | 1,845 | $132.7 萬 | 0.13% | +236+14.7% | 加碼 |
| SevenBridge Financial Group, LLC | 1,842 | $132.5 萬 | 0.40% | −45−2.4% | 減碼 |
| Valeo Financial Advisors, LLC | 1,836 | $132.1 萬 | 0.07% | −863−32.0% | 減碼 |
| Brooktree Capital Management | 1,816 | $130.6 萬 | 0.80% | −174−8.7% | 減碼 |
| WD Rutherford LLC | 1,814 | $130.5 萬 | 0.66% | +493+37.3% | 加碼 |
| Davenport & Co LLC | 1,809 | $130.1 萬 | 0.01% | +25+1.4% | 加碼 |
| Bay Rivers Group | 1,796 | $129.2 萬 | 0.79% | +24+1.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,775 | $127.6 萬 | 0.30% | +1,775 | 新進 |
| Vestcor Inc | 1,752 | $126.0 萬 | 0.04% | −350−16.7% | 減碼 |
| Strategic Investment Advisors | 1,736 | $124.9 萬 | 0.24% | −6−0.3% | 減碼 |
| Change Path, LLC | 1,732 | $124.6 萬 | 0.06% | +341+24.5% | 加碼 |
| Advisor Resource Council | 1,721 | $123.8 萬 | 0.10% | +1,721 | 新進 |
| Clifford Swan Investment Counsel LLC | 1,720 | $123.7 萬 | 0.04% | 00.0% | 不變 |
| Cerity Partners LLC | 1,714 | $123.6 萬 | 0.02% | +1,212+241.4% | 加碼 |
| Seeyond | 1,709 | $122.9 萬 | 0.11% | −15−0.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,703 | $122.5 萬 | 0.23% | +22+1.3% | 加碼 |
| Boenning & Scattergood, Inc. | 1,700 | $122.3 萬 | 0.20% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,698 | $122.2 萬 | 0.11% | +33+2.0% | 加碼 |
| Castellan Group, LLC | 1,670 | $120.1 萬 | 0.83% | −1,530−47.8% | 減碼 |
| Highview Capital Management LLC | 1,664 | $119.7 萬 | 0.78% | +1,664 | 新進 |
| Stokes Family Office, LLC | 1,662 | $119.5 萬 | 0.15% | +43+2.7% | 加碼 |
| Avantax Advisory Services, Inc. | 1,658 | $119.4 萬 | 0.02% | +145+9.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,657 | $119.2 萬 | 0.20% | +9+0.5% | 加碼 |
| Wahed Invest LLC | 1,657 | $119.2 萬 | 0.66% | +1,657 | 新進 |
| Penobscot Investment Management Company, Inc. | 1,650 | $118.7 萬 | 0.16% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,649 | $118.6 萬 | 0.11% | +1,649 | 新進 |
| Smithfield Trust Co | 1,651 | $118.5 萬 | 0.07% | +3+0.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 1,648 | $118.5 萬 | 0.06% | +1,648 | 新進 |
| CFO4Life Group, LLC | 1,641 | $118.0 萬 | 0.24% | +195+13.5% | 加碼 |
| Checchi Capital Advisers, LLC | 1,628 | $117.1 萬 | 0.13% | +21+1.3% | 加碼 |
| Sender Co & Partners, Inc. | 1,629 | $117.1 萬 | 0.75% | +1,629 | 新進 |
| Lake Street Financial LLC | 1,626 | $116.9 萬 | 0.21% | +310+23.6% | 加碼 |