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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 1,581 | $84.9 萬 | 0.07% | −6−0.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,588 | $85.4 萬 | 0.08% | +2+0.1% | 加碼 |
| Wedbush Securities Inc | 1,593 | $85.6 萬 | 0.04% | −25−1.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 1,605 | $86.3 萬 | 0.10% | +5+0.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,615 | $86.7 萬 | 0.29% | +22+1.4% | 加碼 |
| River Wealth Advisors LLC | 1,619 | $87.0 萬 | 0.14% | +362+28.8% | 加碼 |
| Guardian Capital LP | 1,628 | $87.5 萬 | 0.02% | −34,275−95.5% | 減碼 |
| Argent Trust Co | 1,635 | $87.9 萬 | 0.05% | +63+4.0% | 加碼 |
| Avantax Advisory Services, Inc. | 1,636 | $88.2 萬 | 0.01% | −22−1.3% | 減碼 |
| Murphy Capital Management Inc | 1,650 | $88.7 萬 | 0.10% | −240−12.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,650 | $88.7 萬 | 0.13% | 00.0% | 不變 |
| Wahed Invest LLC | 1,656 | $89.0 萬 | 0.52% | −1−0.1% | 減碼 |
| Exchange Traded Concepts, LLC | 1,658 | $89.1 萬 | 0.02% | +110+7.1% | 加碼 |
| Smithfield Trust Co | 1,660 | $89.4 萬 | 0.06% | +9+0.5% | 加碼 |
| Highview Capital Management LLC | 1,664 | $89.5 萬 | 0.58% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,667 | $89.6 萬 | 0.09% | −31−1.8% | 減碼 |
| Maven Securities LTD | 1,674 | $89.9 萬 | 0.19% | +1,674 | 新進 |
| Integrated Wealth Concepts LLC | 1,675 | $90.1 萬 | 0.03% | +262+18.5% | 加碼 |
| Traynor Capital Management, Inc. | 1,678 | $90.2 萬 | 0.12% | −1,005−37.5% | 減碼 |
| Centiva Capital, LP | 1,693 | $91.0 萬 | 0.05% | +1,693 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,680 | $91.4 萬 | 0.07% | +1,254+294.4% | 加碼 |
| Lyon Street Capital, LLC | 1,704 | $91.6 萬 | 1.37% | −150−8.1% | 減碼 |
| Buckley Wealth Management, LLC | 1,707 | $91.8 萬 | 0.25% | +518+43.6% | 加碼 |
| Signaturefd, LLC | 1,718 | $92.4 萬 | 0.03% | −196−10.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,720 | $92.5 萬 | 0.03% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 1,730 | $93.0 萬 | 0.07% | −728−29.6% | 減碼 |
| Strategic Investment Advisors | 1,730 | $93.0 萬 | 0.18% | −6−0.3% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $93.7 萬 | 0.16% | +999+134.3% | 加碼 |
| Clarius Group, LLC | 1,310 | $94.2 萬 | 0.07% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 1,761 | $94.7 萬 | 0.08% | +313+21.6% | 加碼 |
| Stokes Family Office, LLC | 1,766 | $94.9 萬 | 0.13% | +104+6.3% | 加碼 |
| Barings LLC | 1,769 | $95.1 萬 | 0.03% | +1,006+131.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,772 | $95.3 萬 | 0.00% | −280−13.6% | 減碼 |
| Mechanics Bank Trust Department | 1,772 | $95.3 萬 | 0.15% | +401+29.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,785 | $96.0 萬 | 0.19% | −320−15.2% | 減碼 |
| Lincoln National Corp | 1,798 | $96.6 萬 | 0.02% | −141−7.3% | 減碼 |
| CWM, LLC | 1,800 | $96.8 萬 | 0.01% | +251+16.2% | 加碼 |
| Bay Rivers Group | 1,815 | $97.6 萬 | 0.70% | +19+1.1% | 加碼 |
| Cypress Capital Management LLC | 1,817 | $97.7 萬 | 0.12% | −220−10.8% | 減碼 |
| Proequities, Inc. | 1,812 | $97.7 萬 | 0.07% | −41−2.2% | 減碼 |
| Benchmark Investment Advisors LLC | 1,817 | $97.7 萬 | 0.73% | +249+15.9% | 加碼 |
| Change Path, LLC | 1,819 | $97.8 萬 | 0.05% | +87+5.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,822 | $98.0 萬 | 0.08% | +503+38.1% | 加碼 |
| Davenport & Co LLC | 1,824 | $98.1 萬 | 0.01% | +15+0.8% | 加碼 |
| Clearstead Advisors, LLC | 1,830 | $98.4 萬 | 0.07% | +213+13.2% | 加碼 |
| Coldstream Capital Management Inc | 1,849 | $99.4 萬 | 0.03% | −445−19.4% | 減碼 |
| Old National Bancorp | 1,864 | $100.3 萬 | 0.04% | −19−1.0% | 減碼 |
| Ballentine Partners, LLC | 1,871 | $100.5 萬 | 0.03% | −645−25.6% | 減碼 |
| Middleton & Co Inc | 1,870 | $100.5 萬 | 0.11% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 1,869 | $100.5 萬 | 0.19% | +166+9.7% | 加碼 |
| WD Rutherford LLC | 1,874 | $100.7 萬 | 0.58% | +60+3.3% | 加碼 |
| Snowden Capital Advisors LLC | 1,896 | $101.9 萬 | 0.04% | +659+53.3% | 加碼 |
| Stevens Capital Management LP | 1,896 | $101.9 萬 | 0.22% | +1,896 | 新進 |
| Ibex Wealth Advisors | 1,901 | $102.2 萬 | 0.20% | −4,104−68.3% | 減碼 |
| Comerica Securities,inc. | 1,902 | $102.5 萬 | 0.07% | −180−8.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,906 | $102.5 萬 | 0.36% | +15+0.8% | 加碼 |
| McDaniel Terry & Co | 1,908 | $102.6 萬 | 0.11% | −319−14.3% | 減碼 |
| Meeder Asset Management Inc | 1,913 | $102.8 萬 | 0.05% | +1,913 | 新進 |
| Venturi Wealth Management, LLC | 1,915 | $103.0 萬 | 0.08% | +51+2.7% | 加碼 |
| Alta Wealth Advisors LLC | 1,932 | $103.9 萬 | 0.62% | −53−2.7% | 減碼 |
| Noesis Capital Mangement Corp | 1,932 | $103.9 萬 | 0.25% | −25−1.3% | 減碼 |
| Tocqueville Asset Management L.P. | 1,935 | $104.0 萬 | 0.02% | −2−0.1% | 減碼 |
| Legacy Capital Partners, Inc. | 1,939 | $104.2 萬 | 0.34% | +70+3.7% | 加碼 |
| Tower Bridge Advisors | 1,949 | $104.8 萬 | 0.07% | −210−9.7% | 減碼 |
| Affinity Investment Advisors, LLC | 1,950 | $104.8 萬 | 0.43% | −10−0.5% | 減碼 |
| Personal Capital Advisors Corp | 1,951 | $104.9 萬 | 0.00% | −46−2.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,958 | $105.3 萬 | 0.01% | −765−28.1% | 減碼 |
| Heartland Bank & Trust Co | 1,967 | $105.7 萬 | 0.80% | +830+73.0% | 加碼 |
| Capital Investment Counsel, Inc | 1,975 | $106.2 萬 | 0.22% | 00.0% | 不變 |
| Natixis Investment Managers International | 1,997 | $107.3 萬 | 0.02% | +1,997 | 新進 |
| American Portfolios Advisors | 1,998 | $107.4 萬 | 0.04% | +91+4.8% | 加碼 |
| Estate Counselors, LLC | 2,011 | $108.1 萬 | 0.14% | 00.0% | 不變 |
| Glenview Trust Co | 2,012 | $108.2 萬 | 0.04% | 00.0% | 不變 |
| LCNB Corp | 2,018 | $108.5 萬 | 0.51% | −36−1.8% | 減碼 |
| Glen Eagle Advisors, LLC | 2,029 | $109.1 萬 | 0.28% | +712+54.1% | 加碼 |
| JB Capital LLC | 2,037 | $109.5 萬 | 0.11% | +192+10.4% | 加碼 |
| Leavell Investment Management, Inc. | 2,035 | $109.7 萬 | 0.08% | 00.0% | 不變 |
| Pearl River Capital, LLC | 2,064 | $111.0 萬 | 0.30% | +2,064 | 新進 |
| Beacon Pointe Advisors, LLC | 2,066 | $111.1 萬 | 0.02% | +574+38.5% | 加碼 |
| First Foundation Advisors | 2,094 | $112.6 萬 | 0.04% | +93+4.6% | 加碼 |
| Eqis Capital Management, Inc. | 2,105 | $113.2 萬 | 0.10% | −926−30.6% | 減碼 |
| Leelyn Smith, LLC | 2,107 | $113.2 萬 | 0.30% | −53−2.5% | 減碼 |
| Keudell/Morrison Wealth Management | 2,117 | $113.8 萬 | 0.48% | +107+5.3% | 加碼 |
| Independent Advisor Alliance | 2,122 | $114.1 萬 | 0.05% | −15−0.7% | 減碼 |
| Davidson Capital Management Inc. | 2,149 | $115.5 萬 | 0.43% | +16+0.8% | 加碼 |
| Prudent Man Advisors, LLC | 2,172 | $116.8 萬 | 0.47% | −44−2.0% | 減碼 |
| Tealwood Asset Management Inc | 2,174 | $116.9 萬 | 0.50% | +820+60.6% | 加碼 |
| Lake Street Financial LLC | 2,179 | $117.2 萬 | 0.21% | +553+34.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,191 | $117.8 萬 | 0.04% | −68−3.0% | 減碼 |
| Boenning & Scattergood, Inc. | 2,200 | $118.3 萬 | 0.19% | +500+29.4% | 加碼 |
| Trust Co of Vermont | 2,205 | $118.6 萬 | 0.08% | +734+49.9% | 加碼 |
| SRN Advisors, LLC | 2,219 | $119.3 萬 | 0.53% | +20+0.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,225 | $119.6 萬 | 0.21% | +234+11.8% | 加碼 |
| Metis Global Partners, LLC | 2,224 | $119.6 萬 | 0.14% | +983+79.2% | 加碼 |
| Vestcor Inc | 2,228 | $119.8 萬 | 0.04% | +476+27.2% | 加碼 |
| Knowledge Leaders Capital, LLC | 2,232 | $120.0 萬 | 0.86% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 2,236 | $120.2 萬 | 0.22% | −1,104−33.1% | 減碼 |
| 180 Wealth Advisors, LLC | 2,517 | $120.6 萬 | 0.26% | +71+2.9% | 加碼 |
| IBM Retirement Fund | 2,247 | $120.8 萬 | 0.17% | −124−5.2% | 減碼 |
| Lazard Asset Management LLC | 2,263 | $121.5 萬 | 0.00% | −24,533−91.6% | 減碼 |