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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 2,297 | $123.5 萬 | 0.14% | +10+0.4% | 加碼 |
| Wright Investors Service Inc | 2,297 | $123.5 萬 | 0.31% | +2,297 | 新進 |
| HGK Asset Management Inc | 2,300 | $123.7 萬 | 0.39% | +90+4.1% | 加碼 |
| Cavalier Investments, LLC | 2,308 | $124.1 萬 | 0.32% | −252−9.8% | 減碼 |
| Johnson Financial Group, Inc. | 2,328 | $125.1 萬 | 0.09% | +19+0.8% | 加碼 |
| Trust Co of Toledo NA | 2,352 | $126.4 萬 | 0.19% | +55+2.4% | 加碼 |
| Haverford Financial Services, Inc. | 2,395 | $128.8 萬 | 0.32% | +305+14.6% | 加碼 |
| IndexIQ Advisors LLC | 2,405 | $129.3 萬 | 0.05% | +55+2.3% | 加碼 |
| Credit Agricole S A | 2,413 | $129.7 萬 | 0.04% | −754−23.8% | 減碼 |
| Veriti Management LLC | 2,419 | $130.1 萬 | 0.16% | +31+1.3% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,445 | $131.4 萬 | 1.42% | −178−6.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,445 | $131.4 萬 | 0.14% | +91+3.9% | 加碼 |
| Gradient Capital Advisors, LLC | 2,461 | $132.3 萬 | 0.56% | −73−2.9% | 減碼 |
| Darwin Advisors, LLC | 2,464 | $132.4 萬 | 0.22% | +136+5.8% | 加碼 |
| Cigna Investments Inc | 2,485 | $133.6 萬 | 0.16% | −718−22.4% | 減碼 |
| Capstone Investment Advisors, LLC | 2,493 | $134.0 萬 | 0.03% | +2,493 | 新進 |
| Fulcrum Asset Management LLP | – | $134.1 萬 | 0.39% | – | 新進 |
| FDx Advisors, Inc. | 2,498 | $134.3 萬 | 0.05% | +72+3.0% | 加碼 |
| Needham Investment Management LLC | 2,500 | $134.4 萬 | 0.19% | 00.0% | 不變 |
| Joseph Group Capital Management | 2,511 | $135.0 萬 | 1.36% | +141+5.9% | 加碼 |
| Eads & Heald Wealth Management | 2,526 | $135.8 萬 | 0.63% | +471+22.9% | 加碼 |
| Marshall Financial Group LLC | 2,533 | $136.2 萬 | 0.56% | +166+7.0% | 加碼 |
| Ativo Capital Management LLC | 2,545 | $136.8 萬 | 0.70% | −116−4.4% | 減碼 |
| Gyroscope Capital Management Group, LLC | 2,546 | $136.9 萬 | 0.47% | +158+6.6% | 加碼 |
| Exchange Capital Management, Inc. | 2,553 | $137.3 萬 | 0.26% | −18−0.7% | 減碼 |
| Amica Retiree Medical Trust | 2,567 | $138.0 萬 | 1.29% | +150+6.2% | 加碼 |
| Beaumont Financial Partners, LLC | 2,575 | $138.4 萬 | 0.11% | −65−2.5% | 減碼 |
| Morse Asset Management, Inc | 2,581 | $138.8 萬 | 0.35% | −80−3.0% | 減碼 |
| Fort Sheridan Advisors LLC | 2,582 | $138.8 萬 | 0.41% | +428+19.9% | 加碼 |
| Belpointe Asset Management LLC | 2,590 | $139.2 萬 | 0.08% | +220+9.3% | 加碼 |
| Bray Capital Advisors | 2,592 | $139.4 萬 | 0.36% | +5+0.2% | 加碼 |
| IHT Wealth Management, LLC | 2,626 | $141.2 萬 | 0.11% | +165+6.7% | 加碼 |
| Corient Capital Partners, LLC | 2,661 | $143.1 萬 | 0.09% | −139−5.0% | 減碼 |
| Journey Advisory Group, LLC | 2,709 | $145.6 萬 | 0.37% | +1,477+119.9% | 加碼 |
| Clear Street Markets LLC | 2,732 | $146.9 萬 | 0.44% | −4,127−60.2% | 減碼 |
| PFG Advisors | 2,740 | $147.3 萬 | 0.15% | +338+14.1% | 加碼 |
| Empirical Finance, LLC | 2,747 | $147.7 萬 | 0.17% | +283+11.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $147.8 萬 | 0.18% | −150−5.2% | 減碼 |
| Mission Wealth Management, LP | 2,750 | $147.8 萬 | 0.07% | −10−0.4% | 減碼 |
| Ritholtz Wealth Management | 2,756 | $148.2 萬 | 0.10% | +704+34.3% | 加碼 |
| Ieq Capital, LLC | 2,759 | $148.3 萬 | 0.04% | −125−4.3% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,762 | $148.5 萬 | 0.40% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 2,783 | $149.6 萬 | 0.09% | +85+3.2% | 加碼 |
| Oak Associates, Ltd | 2,785 | $149.7 萬 | 0.09% | 00.0% | 不變 |
| Mather Group, LLC. | 2,785 | $149.7 萬 | 0.03% | +917+49.1% | 加碼 |
| Advisory Research Inc | 2,800 | $150.5 萬 | 0.12% | −28−1.0% | 減碼 |
| IFP Advisors, Inc | 7,007 | $150.6 萬 | 0.02% | +3,834+120.8% | 加碼 |
| OPSEU Pension Plan Trust Fund | 2,797 | $150.8 萬 | 0.36% | +43+1.6% | 加碼 |
| E Fund Management Co., Ltd. | 2,808 | $151.0 萬 | 0.05% | +94+3.5% | 加碼 |
| Capital Advisors Inc | 2,837 | $152.5 萬 | 0.04% | −221−7.2% | 減碼 |
| Phraction Management LLC | 2,839 | $152.6 萬 | 0.89% | +2,839 | 新進 |
| Royal Fund Management, LLC | 2,840 | $152.7 萬 | 0.22% | +7+0.2% | 加碼 |
| Resources Management Corp | 2,888 | $155.3 萬 | 0.22% | +23+0.8% | 加碼 |
| MV Capital Management, Inc. | 2,890 | $155.4 萬 | 0.23% | +29+1.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,889 | $155.7 萬 | 0.13% | −148−4.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 2,896 | $155.7 萬 | 0.13% | +501+20.9% | 加碼 |
| NVWM, LLC | 2,908 | $156.8 萬 | 0.50% | +9+0.3% | 加碼 |
| Valeo Financial Advisors, LLC | 2,924 | $157.2 萬 | 0.08% | +1,088+59.3% | 加碼 |
| Synovus Financial Corp | 2,931 | $158.4 萬 | 0.02% | −17−0.6% | 減碼 |
| Viking Fund Management LLC | 3,000 | $161.3 萬 | 0.37% | 00.0% | 不變 |
| Regions Financial Corp | 3,009 | $161.8 萬 | 0.01% | +272+9.9% | 加碼 |
| Greenleaf Trust | 3,053 | $164.1 萬 | 0.02% | +21+0.7% | 加碼 |
| Capital Financial Services, LLC | 3,080 | $165.6 萬 | 1.95% | −125−3.9% | 減碼 |
| Blackhawk Capital Partners LLC. | 3,084 | $165.8 萬 | 1.13% | −36−1.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,089 | $166.1 萬 | 0.09% | −994−24.3% | 減碼 |
| Westhampton Capital, LLC | 3,150 | $169.3 萬 | 1.09% | +15+0.5% | 加碼 |
| Scott & Selber, Inc. | 3,169 | $170.4 萬 | 0.66% | −39−1.2% | 減碼 |
| Marietta Investment Partners LLC | 3,193 | $171.7 萬 | 0.39% | +190+6.3% | 加碼 |
| First Business Financial Services, Inc. | 3,211 | $172.6 萬 | 0.19% | −31−1.0% | 減碼 |
| Omers Administration Corp | 3,219 | $173.1 萬 | 0.02% | +3,219 | 新進 |
| Bank of Stockton | 3,236 | $174.0 萬 | 0.54% | +294+10.0% | 加碼 |
| Green Alpha Advisors, LLC | 3,252 | $174.8 萬 | 1.18% | −33−1.0% | 減碼 |
| AIA Group Ltd | 3,264 | $175.5 萬 | 0.08% | +1,031+46.2% | 加碼 |
| AlphaCrest Capital Management LLC | 3,272 | $175.9 萬 | 0.10% | +1,051+47.3% | 加碼 |
| Cetera Advisors LLC | 3,280 | $176.3 萬 | 0.04% | +202+6.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,314 | $178.2 萬 | 0.08% | +332+11.1% | 加碼 |
| Martin Capital Advisors, LLP | 3,328 | $178.9 萬 | 1.23% | +18+0.5% | 加碼 |
| Private Trust Co NA | 3,336 | $179.3 萬 | 0.28% | −673−16.8% | 減碼 |
| Blair William & Co | 3,350 | $180.1 萬 | 0.01% | −2,069−38.2% | 減碼 |
| Cerity Partners LLC | 3,352 | $180.5 萬 | 0.03% | +1,638+95.6% | 加碼 |
| Bard Financial Services, Inc. | 3,375 | $181.4 萬 | 0.15% | 00.0% | 不變 |
| XTX Topco Ltd | 3,374 | $181.4 萬 | 0.80% | +2,336+225.0% | 加碼 |
| MAI Capital Management | 3,393 | $182.4 萬 | 0.03% | −37−1.1% | 減碼 |
| Raymond James Trust N.A. | 3,432 | $184.5 萬 | 0.06% | −356−9.4% | 減碼 |
| Eagle Asset Management Inc | 3,432 | $184.5 萬 | 0.01% | −103−2.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,444 | $185.2 萬 | 0.03% | −14,917−81.2% | 減碼 |
| Central Trust Co | 3,454 | $185.7 萬 | 0.05% | +238+7.4% | 加碼 |
| Brown Advisory Inc | 3,474 | $186.8 萬 | 0.00% | −95−2.7% | 減碼 |
| Atlas Capital Advisors LLC | 3,492 | $187.7 萬 | 0.29% | +760+27.8% | 加碼 |
| Ashfield Capital Partners, LLC | 3,500 | $188.2 萬 | 0.12% | 00.0% | 不變 |
| Nikulski Financial, Inc. | 3,569 | $191.9 萬 | 0.81% | −18−0.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,591 | $193.1 萬 | 0.75% | +3,591 | 新進 |
| Acadian Asset Management LLC | 3,596 | $193.2 萬 | 0.01% | 00.0% | 不變 |
| Midwest Professional Planners, LTD. | 3,594 | $193.2 萬 | 0.95% | +119+3.4% | 加碼 |
| Lindenwold Advisors | 3,611 | $194.1 萬 | 1.19% | +48+1.3% | 加碼 |
| Calamos Wealth Management LLC | 3,693 | $198.5 萬 | 0.15% | −1,516−29.1% | 減碼 |
| Rodgers Brothers Inc. | 3,700 | $198.9 萬 | 0.36% | 00.0% | 不變 |
| Park Avenue Securities LLC | 3,702 | $199.0 萬 | 0.03% | −590−13.7% | 減碼 |
| Motley Fool Asset Management LLC | 3,740 | $201.1 萬 | 0.15% | +90+2.5% | 加碼 |
| Redpoint Investment Management Pty Ltd | 3,773 | $202.8 萬 | 0.20% | 00.0% | 不變 |