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。
2022 年第 1 季 13F 持有人
Lam Research Corp 在 2022/3/31 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
- 1,391
- 較 2021 年第 4 季 −59 家
- 持有股數
- 1.13 億
- 較 2021 年第 4 季 −263.6 萬 (−2.3%)
- 總市值
- $604.2 億
- 較 2021 年第 4 季 −$224.6 億 (−27.1%)
- 新進機構
- 114
- 另有 551 家加碼
- 清倉機構
- 173
- 另有 524 家減碼
另有 11 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mirova | 1,068 | $57.4 萬 | 0.08% | −17−1.6% | 減碼 |
| AMJ Financial Wealth Management | 1,076 | $57.8 萬 | 0.23% | −38−3.4% | 減碼 |
| Values First Advisors, Inc. | 1,078 | $58.0 萬 | 0.37% | −275−20.3% | 減碼 |
| Financial Advisory Corp | 1,079 | $58.0 萬 | 0.31% | −26−2.4% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,153 | $58.0 萬 | 0.10% | +122+11.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,089 | $58.5 萬 | 0.05% | −3−0.3% | 減碼 |
| MBM Wealth Consultants, LLC | 1,091 | $58.7 萬 | 0.24% | +159+17.1% | 加碼 |
| Lumina Fund Management LLC | 1,100 | $59.1 萬 | 0.24% | +1,100 | 新進 |
| Strategic Blueprint, LLC | 1,112 | $59.8 萬 | 0.07% | +185+20.0% | 加碼 |
| B. Riley Wealth Management, Inc. | 1,113 | $59.8 萬 | 0.05% | +359+47.6% | 加碼 |
| Regal Investment Advisors LLC | 1,116 | $60.1 萬 | 0.06% | −1,083−49.2% | 減碼 |
| Barrett Asset Management, LLC | 1,123 | $60.3 萬 | 0.03% | −4−0.4% | 減碼 |
| Strong Tower Advisory Services | 1,126 | $60.5 萬 | 0.31% | −41−3.5% | 減碼 |
| Selway Asset Management | 1,125 | $60.5 萬 | 0.29% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 1,128 | $60.7 萬 | 0.40% | −11−1.0% | 減碼 |
| Gsa Capital Partners LLP | 1,135 | $61.0 萬 | 0.08% | +1,135 | 新進 |
| Dynamic Advisor Solutions LLC | 1,136 | $61.1 萬 | 0.04% | −294−20.6% | 減碼 |
| Family Firm, Inc. | 1,138 | $61.2 萬 | 0.16% | +2+0.2% | 加碼 |
| SC&H Financial Advisors, Inc. | 1,151 | $61.9 萬 | 0.29% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 1,152 | $61.9 萬 | 0.06% | +331+40.3% | 加碼 |
| Sentry Investment Management LLC | 1,161 | $62.4 萬 | 0.20% | −1,443−55.4% | 減碼 |
| Aspire Private Capital, LLC | 1,164 | $62.6 萬 | 0.20% | +110+10.4% | 加碼 |
| Forte Capital LLC | 878 | $63.1 萬 | 0.08% | 00.0% | 不變 |
| Intellectus Partners, LLC | 1,174 | $63.3 萬 | 0.19% | +152+14.9% | 加碼 |
| Core Alternative Capital | 1,178 | $63.3 萬 | 0.17% | +836+244.4% | 加碼 |
| Oakworth Capital, Inc. | 1,181 | $63.5 萬 | 0.05% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 1,181 | $63.5 萬 | 0.16% | +1,181 | 新進 |
| CastleKnight Management LP | 1,195 | $64.2 萬 | 0.18% | +1,195 | 新進 |
| ETF Managers Group, LLC | 1,173 | $64.3 萬 | 0.01% | −348−22.9% | 減碼 |
| Invst, LLC | 1,437 | $64.3 萬 | 0.11% | +13+0.9% | 加碼 |
| American State Bank (Iowa) | 1,200 | $64.5 萬 | 0.45% | 00.0% | 不變 |
| Jag Capital Management, LLC | 1,086 | $64.6 萬 | 0.06% | −1,077−49.8% | 減碼 |
| Sawtooth Solutions, LLC | 1,207 | $64.9 萬 | 0.08% | −1,227−50.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 1,222 | $65.7 萬 | 0.04% | −2,426−66.5% | 減碼 |
| Strategy Asset Managers LLC | 1,224 | $65.8 萬 | 0.14% | +60+5.2% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,224 | $65.8 萬 | 0.12% | +321+35.5% | 加碼 |
| Sutton Wealth Advisors Inc. | 1,227 | $66.0 萬 | 0.23% | −1−0.1% | 減碼 |
| Davis Selected Advisers | 1,228 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,236 | $66.4 萬 | 0.02% | +202+19.5% | 加碼 |
| Brookfield Asset Management Inc. | 1,239 | $66.6 萬 | 0.00% | +1,239 | 新進 |
| Harvest Fund Management Co., Ltd | 1,256 | $67.5 萬 | 0.14% | −401−24.2% | 減碼 |
| Perennial Investment Advisors, LLC | 1,270 | $68.2 萬 | 0.22% | +458+56.4% | 加碼 |
| WR Wealth Planners, LLC | 1,276 | $68.6 萬 | 0.41% | +1,276 | 新進 |
| AtlasMark Financial, Inc | 1,300 | $69.9 萬 | 0.89% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,305 | $70.2 萬 | 0.03% | +232+21.6% | 加碼 |
| Kovack Advisors, Inc. | 1,308 | $70.3 萬 | 0.07% | −1,106−45.8% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,311 | $70.5 萬 | 0.23% | 00.0% | 不變 |
| Becker Capital Management Inc | 1,321 | $71.0 萬 | 0.03% | −106−7.4% | 減碼 |
| Washington Trust Advisors, Inc. | 1,339 | $71.9 萬 | 0.05% | +23+1.7% | 加碼 |
| EP Wealth Advisors, LLC | 1,344 | $72.2 萬 | 0.02% | −37−2.7% | 減碼 |
| Clear Creek Financial Management, LLC | 1,350 | $72.6 萬 | 0.11% | +11+0.8% | 加碼 |
| Cooper Financial Group | 1,362 | $73.2 萬 | 0.28% | +40+3.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 1,375 | $73.9 萬 | 0.17% | −400−22.5% | 減碼 |
| Boston Private Wealth LLC | 1,385 | $74.5 萬 | 0.01% | +116+9.1% | 加碼 |
| Lifeworks Advisors, LLC | 1,391 | $74.8 萬 | 0.49% | +662+90.8% | 加碼 |
| Founders Financial Alliance, LLC | 1,393 | $74.9 萬 | 0.33% | +834+149.2% | 加碼 |
| Axiom Investment Management LLC | 1,400 | $75.0 萬 | 1.63% | +48+3.6% | 加碼 |
| Boulder Hill Capital Management LP | 1,400 | $75.3 萬 | 0.40% | +1,400 | 新進 |
| ARGI Investment Services, LLC | 1,416 | $76.1 萬 | 0.02% | +209+17.3% | 加碼 |
| Trust Asset Management LLC | 1,421 | $76.4 萬 | 0.09% | +28+2.0% | 加碼 |
| Texas Capital Bancshares Inc | 1,422 | $76.5 萬 | 0.46% | −187−11.6% | 減碼 |
| Loomis Sayles & Co L P | 1,425 | $76.6 萬 | 0.00% | −1,028−41.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,424 | $76.6 萬 | 0.17% | +81+6.0% | 加碼 |
| Peterson Financial Group, Inc. | 1,443 | $77.6 萬 | 0.64% | +128+9.7% | 加碼 |
| Connectus Wealth, LLC | 1,079 | $77.7 萬 | 0.02% | −2−0.2% | 減碼 |
| Menard Financial Group LLC | 1,449 | $77.9 萬 | 0.77% | −104−6.7% | 減碼 |
| Optimum Investment Advisors | 1,450 | $78.0 萬 | 0.33% | +50+3.6% | 加碼 |
| Ronit Capital LLP | 1,460 | $78.5 萬 | 1.05% | +1,460 | 新進 |
| Johnson Investment Counsel Inc | 1,461 | $78.8 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,466 | $78.8 萬 | 0.04% | +160+12.3% | 加碼 |
| Seeyond | 1,470 | $79.0 萬 | 0.08% | −239−14.0% | 減碼 |
| Triangle Securities Wealth Management | 1,472 | $79.1 萬 | 0.26% | −49−3.2% | 減碼 |
| KRS Capital Management, LLC | 1,477 | $79.4 萬 | 0.86% | +15+1.0% | 加碼 |
| Wade G W & Inc | 1,477 | $79.4 萬 | 0.03% | +343+30.2% | 加碼 |
| Altium Wealth Management LLC | 1,479 | $79.5 萬 | 0.05% | +450+43.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,490 | $80.1 萬 | 0.17% | −35−2.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,498 | $80.5 萬 | 0.22% | +1,498 | 新進 |
| King Wealth | 1,500 | $80.6 萬 | 0.16% | −15−1.0% | 減碼 |
| Cohen Klingenstein LLC | 1,500 | $80.6 萬 | 0.03% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 1,500 | $80.6 萬 | 0.11% | +300+25.0% | 加碼 |
| Quadrant Capital Group LLC | 1,506 | $80.9 萬 | 0.10% | −82−5.2% | 減碼 |
| Warther Private Wealth, LLC | 1,547 | $81.3 萬 | 0.53% | +1,011+188.6% | 加碼 |
| Checchi Capital Advisers, LLC | 1,516 | $81.5 萬 | 0.08% | −112−6.9% | 減碼 |
| Alera Investment Advisors, LLC | 1,519 | $81.6 萬 | 0.19% | +1,519 | 新進 |
| First Commonwealth Financial Corp | 1,521 | $81.8 萬 | 0.26% | +16+1.1% | 加碼 |
| Kornitzer Capital Management Inc | 1,525 | $82.0 萬 | 0.01% | −375−19.7% | 減碼 |
| Roberts Capital Advisors, LLC | 1,526 | $82.0 萬 | 0.85% | 00.0% | 不變 |
| Holderness Investments Co | 1,529 | $82.2 萬 | 0.27% | −10−0.6% | 減碼 |
| Crestwood Advisors Group LLC | 1,530 | $82.3 萬 | 0.02% | −438−22.3% | 減碼 |
| Schechter Investment Advisors, LLC | 1,538 | $82.7 萬 | 0.08% | −111−6.7% | 減碼 |
| Pitcairn Co | 1,541 | $82.8 萬 | 0.07% | −332−17.7% | 減碼 |
| Greenup Street Wealth Management LLC | 1,540 | $82.8 萬 | 0.46% | +1,540 | 新進 |
| CFO4Life Group, LLC | 1,543 | $82.9 萬 | 0.17% | −98−6.0% | 減碼 |
| CPWM, LLC | 1,545 | $83.0 萬 | 0.06% | −56−3.5% | 減碼 |
| Versor Investments LP | 1,545 | $83.1 萬 | 0.03% | +1,545 | 新進 |
| Little House Capital LLC | 1,550 | $83.3 萬 | 0.43% | +414+36.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,551 | $83.4 萬 | 0.21% | 00.0% | 不變 |
| Apriem Advisors | 1,551 | $83.4 萬 | 0.12% | 00.0% | 不變 |
| Diversified Trust Co | 1,552 | $83.4 萬 | 0.03% | +29+1.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,567 | $84.2 萬 | 0.14% | +255+19.4% | 加碼 |