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 3 季 13F 持有人
Lam Research Corp 在 2022/9/30 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
- 1,273
- 較 2022 年第 2 季 −21 家
- 持有股數
- 1.13 億
- 較 2022 年第 2 季 +110.9 萬 (+1.0%)
- 總市值
- $415.7 億
- 較 2022 年第 2 季 −$63.0 億 (−13.2%)
- 新進機構
- 113
- 另有 454 家加碼
- 清倉機構
- 134
- 另有 518 家減碼
另有 16 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 3,544 | $129.7 萬 | 0.08% | +16+0.5% | 加碼 |
| Ashfield Capital Partners, LLC | 3,500 | $128.1 萬 | 0.11% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 3,490 | $127.8 萬 | 0.30% | −284−7.5% | 減碼 |
| Capital Markets Trading UK LLP | 3,464 | $126.8 萬 | 1.36% | +1,448+71.8% | 加碼 |
| Empirical Finance, LLC | 3,456 | $126.5 萬 | 0.15% | +559+19.3% | 加碼 |
| Calamos Wealth Management LLC | 3,426 | $125.4 萬 | 0.11% | −217−6.0% | 減碼 |
| Joseph Group Capital Management | 3,426 | $125.4 萬 | 1.37% | +287+9.1% | 加碼 |
| CastleKnight Management LP | 3,425 | $125.4 萬 | 0.40% | +1,300+61.2% | 加碼 |
| Bard Financial Services, Inc. | 3,400 | $124.4 萬 | 0.12% | −50−1.4% | 減碼 |
| River Wealth Advisors LLC | 3,384 | $123.9 萬 | 0.27% | +1,001+42.0% | 加碼 |
| Oak Harvest Investment Services | 3,387 | $123.9 萬 | 0.33% | +3,387 | 新進 |
| Martin Capital Advisors, LLP | 3,348 | $122.5 萬 | 1.80% | +20+0.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,345 | $122.4 萬 | 0.02% | −230−6.4% | 減碼 |
| Synovus Financial Corp | 3,340 | $121.8 萬 | 0.01% | +279+9.1% | 加碼 |
| Blair William & Co | 3,302 | $120.9 萬 | 0.01% | +214+6.9% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,275 | $119.8 萬 | 0.36% | −4,749−59.2% | 減碼 |
| Vestcor Inc | 3,268 | $119.6 萬 | 0.05% | +21+0.6% | 加碼 |
| Keybank National Association | 3,255 | $119.1 萬 | 0.01% | −90−2.7% | 減碼 |
| Redpoint Investment Management Pty Ltd | 3,225 | $118.0 萬 | 0.17% | −548−14.5% | 減碼 |
| Westhampton Capital, LLC | 3,213 | $117.6 萬 | 0.89% | +28+0.9% | 加碼 |
| Alpine Woods Capital Investors, LLC | 3,191 | $116.8 萬 | 0.16% | −18,634−85.4% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,191 | $116.8 萬 | 0.60% | −200−5.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,177 | $116.3 萬 | 0.12% | +2,387+302.2% | 加碼 |
| Scott & Selber, Inc. | 3,149 | $115.3 萬 | 0.56% | +13+0.4% | 加碼 |
| Eagle Asset Management Inc | 3,127 | $114.4 萬 | 0.01% | −64−2.0% | 減碼 |
| Mather Group, LLC. | 3,124 | $114.4 萬 | 0.02% | +128+4.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,103 | $113.6 萬 | 0.42% | −151−4.6% | 減碼 |
| Greenleaf Trust | 3,097 | $113.4 萬 | 0.02% | −116−3.6% | 減碼 |
| Park Avenue Securities LLC | 3,091 | $113.1 萬 | 0.02% | −287−8.5% | 減碼 |
| Exchange Capital Management, Inc. | 3,059 | $112.0 萬 | 0.26% | −30−1.0% | 減碼 |
| Resources Management Corp | 3,054 | $111.8 萬 | 0.19% | −4−0.1% | 減碼 |
| Haverford Financial Services, Inc. | 3,035 | $111.1 萬 | 0.34% | +640+26.7% | 加碼 |
| Atlas Capital Advisors LLC | 3,028 | $110.8 萬 | 0.20% | −446−12.8% | 減碼 |
| Capital Financial Services, LLC | 3,005 | $110.0 萬 | 1.63% | −75−2.4% | 減碼 |
| Cetera Advisors LLC | 2,987 | $109.3 萬 | 0.03% | −233−7.2% | 減碼 |
| IHT Wealth Management, LLC | 2,953 | $108.1 萬 | 0.08% | +212+7.7% | 加碼 |
| Boston Private Wealth LLC | 2,884 | $105.6 萬 | 0.02% | +1,164+67.7% | 加碼 |
| PFG Advisors | 2,882 | $105.5 萬 | 0.12% | +64+2.3% | 加碼 |
| Goodman Advisory Group, LLC | 2,877 | $105.3 萬 | 0.57% | −3,498−54.9% | 減碼 |
| Johnson Financial Group, Inc. | 2,602 | $105.0 萬 | 0.10% | +151+6.2% | 加碼 |
| Bank of Stockton | 2,860 | $104.7 萬 | 0.41% | −89−3.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 2,840 | $103.9 萬 | 0.11% | −74−2.5% | 減碼 |
| Perigon Wealth Management, LLC | 2,835 | $103.8 萬 | 0.09% | −2,268−44.4% | 減碼 |
| Pendal Group Limited | 2,834 | $103.7 萬 | 0.01% | −214,530−98.7% | 減碼 |
| Argent Trust Co | 2,833 | $103.7 萬 | 0.08% | +1,214+75.0% | 加碼 |
| First Business Financial Services, Inc. | 2,820 | $103.2 萬 | 0.15% | −138−4.7% | 減碼 |
| Meeder Asset Management Inc | 2,813 | $103.0 萬 | 0.06% | +165+6.2% | 加碼 |
| Davidson Capital Management Inc. | 2,798 | $102.4 萬 | 0.50% | +629+29.0% | 加碼 |
| E Fund Management Co., Ltd. | 2,786 | $102.0 萬 | 0.09% | −2−0.1% | 減碼 |
| Gyroscope Capital Management Group, LLC | 2,787 | $102.0 萬 | 0.39% | +131+4.9% | 加碼 |
| Oak Associates, Ltd | 2,785 | $101.9 萬 | 0.09% | 00.0% | 不變 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $101.9 萬 | 0.47% | +2,783 | 新進 |
| Mission Wealth Management, LP | 2,780 | $101.7 萬 | 0.05% | +17+0.6% | 加碼 |
| InterOcean Capital Group, LLC | 2,764 | $101.2 萬 | 0.04% | −412−13.0% | 減碼 |
| Advisory Research Inc | 2,760 | $101.0 萬 | 0.10% | −31−1.1% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $100.7 萬 | 0.15% | 00.0% | 不變 |
| BancorpSouth Bank | 2,733 | $100.0 萬 | 0.10% | +534+24.3% | 加碼 |
| Wetherby Asset Management Inc | 2,709 | $99.1 萬 | 0.07% | −249−8.4% | 減碼 |
| Renaissance Group LLC | 2,673 | $97.8 萬 | 0.05% | −50,620−95.0% | 減碼 |
| Fortem Financial Group, LLC | 2,666 | $97.6 萬 | 0.68% | +2,666 | 新進 |
| Regions Financial Corp | 2,664 | $97.5 萬 | 0.01% | −328−11.0% | 減碼 |
| Comerica Securities,inc. | 2,637 | $96.9 萬 | 0.08% | +425+19.2% | 加碼 |
| Belpointe Asset Management LLC | 2,637 | $96.5 萬 | 0.07% | +74+2.9% | 加碼 |
| Stokes Family Office, LLC | 2,597 | $95.0 萬 | 0.14% | +463+21.7% | 加碼 |
| Beaumont Financial Partners, LLC | 2,593 | $94.9 萬 | 0.09% | −2−0.1% | 減碼 |
| Bray Capital Advisors | 2,592 | $94.9 萬 | 0.30% | 00.0% | 不變 |
| First Foundation Advisors | 2,587 | $94.7 萬 | 0.05% | +685+36.0% | 加碼 |
| Eads & Heald Wealth Management | 2,560 | $93.7 萬 | 0.53% | −10−0.4% | 減碼 |
| Fiera Capital Corp | 2,683 | $93.3 萬 | 0.00% | −99−3.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,547 | $93.2 萬 | 0.12% | +8+0.3% | 加碼 |
| Pearl River Capital, LLC | 2,545 | $93.1 萬 | 0.17% | +2,545 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,536 | $92.8 萬 | 0.05% | −723−22.2% | 減碼 |
| Sigma Planning Corp | 2,533 | $92.7 萬 | 0.04% | +247+10.8% | 加碼 |
| Gradient Capital Advisors, LLC | 2,520 | $92.2 萬 | 0.44% | +125+5.2% | 加碼 |
| Morse Asset Management, Inc | 2,517 | $92.1 萬 | 0.35% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,510 | $91.9 萬 | 0.25% | −203−7.5% | 減碼 |
| Needham Investment Management LLC | 2,500 | $91.5 萬 | 0.18% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 2,353 | $90.7 萬 | 0.24% | +53+2.3% | 加碼 |
| Journey Advisory Group, LLC | 2,473 | $90.5 萬 | 0.23% | −629−20.3% | 減碼 |
| Trust Co of Vermont | 2,469 | $90.4 萬 | 0.07% | +266+12.1% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,463 | $90.1 萬 | 1.29% | −22−0.9% | 減碼 |
| Amica Retiree Medical Trust | 2,456 | $89.9 萬 | 1.12% | −211−7.9% | 減碼 |
| Veriti Management LLC | 2,450 | $89.7 萬 | 0.13% | +4+0.2% | 加碼 |
| Capital Advisors Inc | 2,837 | $89.4 萬 | 0.03% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 2,421 | $88.6 萬 | 0.21% | +260+12.0% | 加碼 |
| Venturi Wealth Management, LLC | 2,393 | $87.5 萬 | 0.08% | +395+19.8% | 加碼 |
| Credit Agricole S A | 2,390 | $87.5 萬 | 0.03% | +435+22.3% | 加碼 |
| Lake Street Financial LLC | 2,384 | $87.2 萬 | 0.20% | −66−2.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,338 | $85.9 萬 | 0.10% | −190−7.5% | 減碼 |
| Trust Co of Toledo NA | 2,347 | $85.9 萬 | 0.17% | −5−0.2% | 減碼 |
| Wealth Alliance | 2,331 | $85.3 萬 | 0.17% | −25−1.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,326 | $85.1 萬 | 0.04% | +135+6.2% | 加碼 |
| AIA Group Ltd | 2,322 | $85.0 萬 | 0.06% | −4,331−65.1% | 減碼 |
| Weatherly Asset Management L. P. | 2,297 | $84.5 萬 | 0.12% | 00.0% | 不變 |
| Quantinno Capital Management LP | 2,302 | $84.3 萬 | 0.11% | +2,302 | 新進 |
| Prudent Man Advisors, LLC | 2,301 | $84.2 萬 | 0.40% | +128+5.9% | 加碼 |
| Signaturefd, LLC | 2,297 | $84.1 萬 | 0.03% | +91+4.1% | 加碼 |
| Core Alternative Capital | 2,291 | $83.9 萬 | 0.13% | +221+10.7% | 加碼 |
| IFP Advisors, Inc | 3,761 | $83.2 萬 | 0.02% | +100+2.7% | 加碼 |
| HGK Asset Management Inc | 2,270 | $83.1 萬 | 0.31% | 00.0% | 不變 |