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 |
|---|---|---|---|---|---|
| Roberts Capital Advisors, LLC | 1,526 | $65.0 萬 | 0.89% | 00.0% | 不變 |
| Clarius Group, LLC | 1,521 | $64.8 萬 | 0.06% | +211+16.1% | 加碼 |
| Alera Investment Advisors, LLC | 1,520 | $64.8 萬 | 0.18% | +1+0.1% | 加碼 |
| Perennial Investment Advisors, LLC | 1,520 | $64.7 萬 | 0.25% | +250+19.7% | 加碼 |
| Cohen Klingenstein LLC | 1,500 | $63.9 萬 | 0.03% | 00.0% | 不變 |
| King Wealth | 1,500 | $63.9 萬 | 0.15% | 00.0% | 不變 |
| KRS Capital Management, LLC | 1,497 | $63.8 萬 | 0.91% | +20+1.4% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,498 | $63.8 萬 | 0.14% | +274+22.4% | 加碼 |
| Wade G W & Inc | 1,492 | $63.6 萬 | 0.03% | +15+1.0% | 加碼 |
| Johnson Investment Counsel Inc | 1,493 | $63.6 萬 | 0.01% | +32+2.2% | 加碼 |
| Alerus Financial NA | 1,485 | $63.3 萬 | 0.06% | −4,254−74.1% | 減碼 |
| Wahed Invest LLC | 1,482 | $63.2 萬 | 0.39% | −174−10.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,484 | $63.2 萬 | 0.16% | +60+4.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,469 | $62.6 萬 | 0.04% | +3+0.2% | 加碼 |
| Trust Asset Management LLC | 1,467 | $62.5 萬 | 0.09% | +46+3.2% | 加碼 |
| Moody National Bank Trust Division | 1,462 | $62.3 萬 | 0.07% | +1,462 | 新進 |
| HighPoint Advisor Group LLC | 1,581 | $61.9 萬 | 0.07% | +1,581 | 新進 |
| Avantax Advisory Services, Inc. | 1,449 | $61.7 萬 | 0.01% | −187−11.4% | 減碼 |
| CSS LLC | 1,435 | $61.2 萬 | 0.03% | +1,435 | 新進 |
| Sunbelt Securities, Inc. | 1,433 | $61.1 萬 | 0.13% | +599+71.8% | 加碼 |
| Blueshift Asset Management, LLC | 1,432 | $61.0 萬 | 0.10% | +515+56.2% | 加碼 |
| Texas Capital Bancshares Inc | 1,422 | $60.6 萬 | 0.46% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 1,415 | $60.3 萬 | 0.13% | −75−5.0% | 減碼 |
| Financial Advisory Service, Inc. | 1,406 | $59.9 萬 | 0.06% | +254+22.0% | 加碼 |
| Matthews International Capital Management LLC | 1,400 | $59.7 萬 | 0.09% | −100−6.7% | 減碼 |
| ARGI Investment Services, LLC | 1,400 | $59.7 萬 | 0.02% | −16−1.1% | 減碼 |
| Fund Management at Engine No. 1 LLC | 1,400 | $59.7 萬 | 0.16% | +219+18.5% | 加碼 |
| Exchange Traded Concepts, LLC | 1,377 | $58.7 萬 | 0.02% | −281−16.9% | 減碼 |
| Intellectus Partners, LLC | 1,366 | $58.5 萬 | 0.20% | +192+16.4% | 加碼 |
| Mirova | 1,372 | $58.4 萬 | 0.08% | +304+28.5% | 加碼 |
| Citizens Financial Group Inc | 1,355 | $57.9 萬 | 0.02% | +832+159.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 1,348 | $57.5 萬 | 0.12% | −5,646−80.7% | 減碼 |
| Clear Creek Financial Management, LLC | 1,340 | $57.1 萬 | 0.12% | −10−0.7% | 減碼 |
| Wedbush Securities Inc | 1,336 | $56.9 萬 | 0.03% | −257−16.1% | 減碼 |
| Stelac Advisory Services LLC | 1,325 | $56.5 萬 | 0.23% | +861+185.6% | 加碼 |
| Becker Capital Management Inc | 1,321 | $56.3 萬 | 0.03% | 00.0% | 不變 |
| Belmont Capital, LLC | 1,307 | $55.7 萬 | 0.67% | +489+59.8% | 加碼 |
| Ardevora Asset Management LLP | 1,300 | $55.4 萬 | 0.01% | −97,673−98.7% | 減碼 |
| AtlasMark Financial, Inc | 1,300 | $55.4 萬 | 0.80% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 1,280 | $54.5 萬 | 0.36% | +4+0.3% | 加碼 |
| CMT Capital Markets Trading GmbH | 1,279 | $54.5 萬 | 0.33% | +1,279 | 新進 |
| Change Path, LLC | 1,274 | $54.3 萬 | 0.03% | −545−30.0% | 減碼 |
| Qtron Investments LLC | 1,273 | $54.2 萬 | 0.12% | +283+28.6% | 加碼 |
| Crestwood Advisors Group LLC | 1,265 | $53.9 萬 | 0.02% | −265−17.3% | 減碼 |
| Moreno Evelyn V | 1,259 | $53.7 萬 | 0.13% | +1,259 | 新進 |
| Harvest Fund Management Co., Ltd | 1,256 | $53.5 萬 | 0.15% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 1,254 | $53.4 萬 | 0.10% | −313−20.0% | 減碼 |
| Optimum Investment Advisors | 1,250 | $53.3 萬 | 0.27% | −200−13.8% | 減碼 |
| Aspire Private Capital, LLC | 1,249 | $53.2 萬 | 0.19% | +85+7.3% | 加碼 |
| Values First Advisors, Inc. | 1,248 | $53.2 萬 | 0.38% | +170+15.8% | 加碼 |
| Horizon Investments, LLC | 1,245 | $53.1 萬 | 0.02% | +9+0.7% | 加碼 |
| Drive Wealth Management, LLC | 1,242 | $53.1 萬 | 0.48% | +1,242 | 新進 |
| Sawtooth Solutions, LLC | 1,239 | $52.8 萬 | 0.07% | +32+2.7% | 加碼 |
| Sutton Wealth Advisors Inc. | 1,230 | $52.4 萬 | 0.21% | +3+0.2% | 加碼 |
| ETF Managers Group, LLC | 1,227 | $52.4 萬 | 0.02% | +54+4.6% | 加碼 |
| Davis Selected Advisers | 1,228 | $52.3 萬 | 0.00% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 1,222 | $52.1 萬 | 0.37% | +578+89.8% | 加碼 |
| Parallel Advisors, LLC | 1,221 | $52.0 萬 | 0.02% | +188+18.2% | 加碼 |
| WD Rutherford LLC | 1,219 | $51.9 萬 | 0.40% | −655−35.0% | 減碼 |
| Strong Tower Advisory Services | 1,214 | $51.7 萬 | 0.28% | +88+7.8% | 加碼 |
| Strategy Asset Managers LLC | 1,212 | $51.6 萬 | 0.16% | −12−1.0% | 減碼 |
| Kovack Advisors, Inc. | 1,204 | $51.3 萬 | 0.07% | −104−8.0% | 減碼 |
| Retirement Guys Formula LLC | 1,201 | $51.2 萬 | 0.53% | +226+23.2% | 加碼 |
| American State Bank (Iowa) | 1,200 | $51.1 萬 | 0.41% | 00.0% | 不變 |
| Columbia Asset Management | 1,195 | $50.9 萬 | 0.13% | +1,195 | 新進 |
| Oppenheimer Asset Management Inc. | 1,192 | $50.8 萬 | 0.01% | +333+38.8% | 加碼 |
| Oakworth Capital, Inc. | 1,181 | $50.4 萬 | 0.05% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 1,173 | $50.0 萬 | 0.04% | +37+3.3% | 加碼 |
| MBM Wealth Consultants, LLC | 1,166 | $49.9 萬 | 0.24% | +75+6.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,167 | $49.7 萬 | 0.31% | +158+15.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 993 | $49.7 萬 | 0.20% | −4−0.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,162 | $49.5 萬 | 0.09% | +387+49.9% | 加碼 |
| Family Firm, Inc. | 1,155 | $49.2 萬 | 0.14% | +17+1.5% | 加碼 |
| Investors Research Corp | 1,154 | $49.2 萬 | 0.15% | +1,087+1,622.4% | 加碼 |
| SC&H Financial Advisors, Inc. | 1,145 | $48.8 萬 | 0.23% | −6−0.5% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 1,153 | $48.3 萬 | 0.10% | 00.0% | 不變 |
| Selway Asset Management | 1,125 | $47.9 萬 | 0.27% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 1,108 | $47.2 萬 | 0.06% | −4−0.4% | 減碼 |
| Regal Investment Advisors LLC | 1,105 | $47.1 萬 | 0.05% | −11−1.0% | 減碼 |
| Lumina Fund Management LLC | 1,100 | $46.9 萬 | 0.23% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 1,101 | $46.9 萬 | 0.12% | +43+4.1% | 加碼 |
| Lloyd Advisory Services, LLC. | 1,100 | $46.9 萬 | 0.37% | +1,017+1,225.3% | 加碼 |
| ExodusPoint Capital Management, LP | 1,088 | $46.3 萬 | 0.01% | −3,236−74.8% | 減碼 |
| Chicago Partners Investment Group LLC | 926 | $46.3 萬 | 0.03% | +10+1.1% | 加碼 |
| Integrated Wealth Concepts LLC | 1,082 | $46.1 萬 | 0.01% | −593−35.4% | 減碼 |
| FORA Capital, LLC | 1,080 | $46.0 萬 | 0.09% | −5,338−83.2% | 減碼 |
| C2C Wealth Management, LLC | 1,017 | $45.5 萬 | 0.08% | +121+13.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,061 | $45.2 萬 | 0.01% | +383+56.5% | 加碼 |
| Ground Swell Capital, LLC | 1,055 | $45.0 萬 | 0.83% | +1,055 | 新進 |
| Woodward Diversified Capital, LLC | 1,053 | $44.9 萬 | 0.34% | −75−6.6% | 減碼 |
| Cim Investment Mangement Inc | 1,045 | $44.5 萬 | 0.18% | −5−0.5% | 減碼 |
| KerberRose Wealth Management, LLC | 1,045 | $44.5 萬 | 0.36% | +1,045 | 新進 |
| Dorsey & Whitney Trust CO LLC | 1,034 | $44.2 萬 | 0.04% | −55−5.1% | 減碼 |
| Quantamental Technologies LLC | 1,033 | $44.0 萬 | 0.20% | +1,033 | 新進 |
| Vise Technologies, Inc. | 1,028 | $43.8 萬 | 0.17% | +590+134.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,025 | $43.7 萬 | 0.03% | −197−16.1% | 減碼 |
| Edge Capital Group, LLC | 1,025 | $43.7 萬 | 0.04% | +102+11.1% | 加碼 |
| Gofen & Glossberg LLC | 1,019 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,014 | $43.1 萬 | 0.06% | −1−0.1% | 減碼 |
| Hilltop Holdings Inc. | 1,009 | $43.0 萬 | 0.06% | −59−5.5% | 減碼 |