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 2 季 13F 持有人
Lam Research Corp 在 2022/6/30 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
- 1,310
- 較 2022 年第 1 季 −58 家
- 持有股數
- 1.12 億
- 較 2022 年第 1 季 +42.4 萬 (+0.4%)
- 總市值
- $478.8 億
- 較 2022 年第 1 季 −$121.2 億 (−20.2%)
- 新進機構
- 98
- 另有 557 家加碼
- 清倉機構
- 156
- 另有 462 家減碼
另有 23 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lincoln National Corp | 2,103 | $89.6 萬 | 0.02% | +305+17.0% | 加碼 |
| Clear Street Markets LLC | 2,100 | $89.5 萬 | 0.30% | −632−23.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,090 | $89.1 萬 | 0.19% | −135−6.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,078 | $88.3 萬 | 0.02% | +12+0.6% | 加碼 |
| Snowden Capital Advisors LLC | 2,070 | $88.2 萬 | 0.04% | +174+9.2% | 加碼 |
| Core Alternative Capital | 2,070 | $88.2 萬 | 0.21% | +892+75.7% | 加碼 |
| Ritholtz Wealth Management | 2,058 | $87.7 萬 | 0.06% | −698−25.3% | 減碼 |
| Keudell/Morrison Wealth Management | 2,049 | $87.3 萬 | 0.32% | −68−3.2% | 減碼 |
| Two Sigma Securities, LLC | 2,044 | $87.1 萬 | 0.15% | +1,150+128.6% | 加碼 |
| Leavell Investment Management, Inc. | 2,035 | $87.0 萬 | 0.07% | 00.0% | 不變 |
| Tower Bridge Advisors | 2,033 | $86.6 萬 | 0.07% | +84+4.3% | 加碼 |
| Metis Global Partners, LLC | 2,033 | $86.6 萬 | 0.14% | −191−8.6% | 減碼 |
| Glenview Trust Co | 2,024 | $86.3 萬 | 0.03% | +12+0.6% | 加碼 |
| Cavalier Investments, LLC | 2,022 | $86.2 萬 | 0.30% | −286−12.4% | 減碼 |
| Knowledge Leaders Capital, LLC | 2,016 | $85.9 萬 | 0.83% | −216−9.7% | 減碼 |
| Capital Markets Trading UK LLP | 2,016 | $85.9 萬 | 1.02% | +1,359+206.8% | 加碼 |
| Jag Capital Management, LLC | 2,011 | $85.7 萬 | 0.11% | +925+85.2% | 加碼 |
| Lazard Asset Management LLC | 2,012 | $85.6 萬 | 0.00% | −251−11.1% | 減碼 |
| Independent Advisor Alliance | 1,999 | $85.2 萬 | 0.05% | −123−5.8% | 減碼 |
| Heartland Bank & Trust Co | 2,000 | $85.2 萬 | 0.76% | +33+1.7% | 加碼 |
| Aquatic Capital Management LLC | 2,000 | $85.2 萬 | 0.28% | +2,000 | 新進 |
| Venturi Wealth Management, LLC | 1,998 | $85.1 萬 | 0.08% | +83+4.3% | 加碼 |
| Eqis Capital Management, Inc. | 1,980 | $84.4 萬 | 0.09% | −125−5.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,976 | $84.2 萬 | 0.18% | +107+5.7% | 加碼 |
| Davenport & Co LLC | 1,972 | $84.0 萬 | 0.01% | +148+8.1% | 加碼 |
| Credit Agricole S A | 1,955 | $83.4 萬 | 0.03% | −458−19.0% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,944 | $82.8 萬 | 0.34% | +38+2.0% | 加碼 |
| Alta Wealth Advisors LLC | 1,930 | $82.5 萬 | 0.57% | −2−0.1% | 減碼 |
| Little House Capital LLC | 1,936 | $82.5 萬 | 0.44% | +386+24.9% | 加碼 |
| Ballentine Partners, LLC | 1,927 | $82.1 萬 | 0.03% | +56+3.0% | 加碼 |
| Kornitzer Capital Management Inc | 1,925 | $82.0 萬 | 0.02% | +400+26.2% | 加碼 |
| McDaniel Terry & Co | 1,919 | $81.8 萬 | 0.10% | +11+0.6% | 加碼 |
| Jackson Wealth Management, LLC | 1,911 | $81.4 萬 | 0.38% | −4,211−68.8% | 減碼 |
| Tocqueville Asset Management L.P. | 1,910 | $81.4 萬 | 0.01% | −25−1.3% | 減碼 |
| Apollon Wealth Management, LLC | 1,911 | $81.4 萬 | 0.07% | +181+10.5% | 加碼 |
| Ibex Wealth Advisors | 1,905 | $81.2 萬 | 0.19% | +4+0.2% | 加碼 |
| First Foundation Advisors | 1,902 | $81.1 萬 | 0.04% | −192−9.2% | 減碼 |
| SRN Advisors, LLC | 1,901 | $81.0 萬 | 0.56% | −318−14.3% | 減碼 |
| Leelyn Smith, LLC | 1,898 | $80.9 萬 | 0.21% | −209−9.9% | 減碼 |
| Greenup Street Wealth Management LLC | 1,891 | $80.6 萬 | 0.38% | +351+22.8% | 加碼 |
| Schechter Investment Advisors, LLC | 1,888 | $80.5 萬 | 0.08% | +350+22.8% | 加碼 |
| Affinity Investment Advisors, LLC | 1,886 | $80.4 萬 | 0.39% | −64−3.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,881 | $80.2 萬 | 0.00% | +109+6.2% | 加碼 |
| American Portfolios Advisors | 1,873 | $79.8 萬 | 0.03% | −125−6.3% | 減碼 |
| Middleton & Co Inc | 1,870 | $79.7 萬 | 0.10% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,661 | $79.4 萬 | 0.03% | −3,346−47.8% | 減碼 |
| Bay Rivers Group | 1,854 | $79.0 萬 | 0.70% | +39+2.1% | 加碼 |
| Ronit Capital LLP | 1,850 | $78.8 萬 | 1.18% | +390+26.7% | 加碼 |
| Capital Investment Counsel, Inc | 1,845 | $78.6 萬 | 0.20% | −130−6.6% | 減碼 |
| Noesis Capital Mangement Corp | 1,842 | $78.5 萬 | 0.23% | −90−4.7% | 減碼 |
| Clearstead Advisors, LLC | 1,827 | $77.9 萬 | 0.06% | −3−0.2% | 減碼 |
| Cypress Capital Management LLC | 1,817 | $77.4 萬 | 0.12% | 00.0% | 不變 |
| Strategic Investment Advisors | 1,810 | $77.1 萬 | 0.15% | +80+4.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,807 | $77.0 萬 | 0.04% | +975+117.2% | 加碼 |
| Glen Eagle Advisors, LLC | 1,800 | $76.7 萬 | 0.21% | −229−11.3% | 減碼 |
| Cigna Investments Inc | 1,799 | $76.7 萬 | 0.15% | −686−27.6% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,779 | $75.8 萬 | 0.03% | +59+3.4% | 加碼 |
| Proequities, Inc. | 1,770 | $75.7 萬 | 0.06% | −42−2.3% | 減碼 |
| Personal Capital Advisors Corp | 1,773 | $75.6 萬 | 0.00% | −178−9.1% | 減碼 |
| Lifeworks Advisors, LLC | 1,766 | $75.3 萬 | 0.48% | +375+27.0% | 加碼 |
| UBP Investment Advisors SA | 1,769 | $75.0 萬 | 0.30% | −4,461−71.6% | 減碼 |
| Barings LLC | 1,744 | $74.3 萬 | 0.03% | −25−1.4% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $74.3 萬 | 0.18% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 1,744 | $74.3 萬 | 0.07% | +631+56.7% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,724 | $73.5 萬 | 0.17% | −61−3.4% | 減碼 |
| Boston Private Wealth LLC | 1,720 | $73.3 萬 | 0.01% | +335+24.2% | 加碼 |
| Quadrant Capital Group LLC | 1,712 | $73.0 萬 | 0.10% | +206+13.7% | 加碼 |
| Invst, LLC | 1,473 | $72.9 萬 | 0.11% | +36+2.5% | 加碼 |
| Mechanics Bank Trust Department | 1,704 | $72.7 萬 | 0.13% | −68−3.8% | 減碼 |
| Nomura Holdings Inc | 1,828 | $72.1 萬 | 0.01% | −5,295−74.3% | 減碼 |
| Buckley Wealth Management, LLC | 1,680 | $71.6 萬 | 0.23% | −27−1.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,680 | $71.6 萬 | 0.04% | 00.0% | 不變 |
| Smithfield Trust Co | 1,672 | $71.6 萬 | 0.05% | +12+0.7% | 加碼 |
| Mirabella Financial Services LLP | 1,679 | $71.6 萬 | 0.07% | +1,679 | 新進 |
| Outlook Wealth Advisors, LLC | 1,668 | $71.1 萬 | 0.29% | +53+3.3% | 加碼 |
| Apriem Advisors | 1,666 | $71.0 萬 | 0.12% | +115+7.4% | 加碼 |
| Seeyond | 1,668 | $71.0 萬 | 0.08% | +198+13.5% | 加碼 |
| Murphy Capital Management Inc | 1,650 | $70.3 萬 | 0.10% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 1,650 | $70.3 萬 | 0.12% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,642 | $70.0 萬 | 0.08% | −25−1.5% | 減碼 |
| Advisor Resource Council | 1,626 | $69.3 萬 | 0.07% | +1,626 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,622 | $69.1 萬 | 0.03% | +317+24.3% | 加碼 |
| Willner & Heller, LLC | 1,623 | $69.1 萬 | 1.07% | +1,623 | 新進 |
| Argent Trust Co | 1,619 | $69.0 萬 | 0.05% | −16−1.0% | 減碼 |
| Financial Advisory Corp | 1,617 | $68.9 萬 | 0.46% | +538+49.9% | 加碼 |
| Stillwater Capital Advisors, LLC | 1,615 | $68.8 萬 | 0.13% | +920+132.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 1,611 | $68.7 萬 | 0.09% | +6+0.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,611 | $68.7 萬 | 0.08% | +23+1.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,612 | $68.7 萬 | 0.24% | +61+3.9% | 加碼 |
| CFO4Life Group, LLC | 1,624 | $68.7 萬 | 0.17% | +81+5.2% | 加碼 |
| CPWM, LLC | 1,609 | $68.6 萬 | 0.06% | +64+4.1% | 加碼 |
| Triangle Securities Wealth Management | 1,600 | $68.2 萬 | 0.27% | +128+8.7% | 加碼 |
| Peterson Financial Group, Inc. | 1,596 | $68.0 萬 | 0.64% | +153+10.6% | 加碼 |
| Salomon & Ludwin, LLC | 1,579 | $67.3 萬 | 0.10% | +1,579 | 新進 |
| Diversified Trust Co | 1,574 | $67.1 萬 | 0.03% | +22+1.4% | 加碼 |
| First Commonwealth Financial Corp | 1,573 | $67.0 萬 | 0.25% | +52+3.4% | 加碼 |
| Cipher Capital LP | 1,558 | $66.4 萬 | 0.15% | +1,558 | 新進 |
| EP Wealth Advisors, LLC | 1,547 | $65.9 萬 | 0.01% | +203+15.1% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,541 | $65.7 萬 | 0.06% | +1,541 | 新進 |
| Integrated Advisors Network LLC | 1,539 | $65.6 萬 | 0.04% | +748+94.6% | 加碼 |