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 4 季 13F 持有人
Lam Research Corp 在 2022/12/31 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
- 1,347
- 較 2022 年第 3 季 +102 家
- 持有股數
- 1.13 億
- 較 2022 年第 3 季 +5.66 萬 (+0.1%)
- 總市值
- $475.0 億
- 較 2022 年第 3 季 +$61.1 億 (+14.8%)
- 新進機構
- 208
- 另有 441 家加碼
- 清倉機構
- 106
- 另有 512 家減碼
另有 28 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 1,300 | $54.6 萬 | 0.01% | −19,200−93.7% | 減碼 |
| Strategic Wealth Partners, Ltd. | 1,306 | $54.9 萬 | 0.10% | +15+1.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,306 | $54.9 萬 | 0.01% | −81−5.8% | 減碼 |
| Values First Advisors, Inc. | 1,320 | $55.5 萬 | 0.39% | +149+12.7% | 加碼 |
| Investors Research Corp | 1,321 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 1,321 | $55.5 萬 | 0.34% | +1,321 | 新進 |
| ETF Managers Group, LLC | 1,333 | $56.0 萬 | 0.03% | +56+4.4% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,337 | $56.2 萬 | 0.32% | −108−7.5% | 減碼 |
| Moreno Evelyn V | 1,344 | $56.5 萬 | 0.13% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 1,345 | $56.5 萬 | 0.10% | −5−0.4% | 減碼 |
| Magnetar Financial LLC | 1,354 | $56.9 萬 | 0.01% | +1,354 | 新進 |
| Retirement Guys Formula LLC | 1,365 | $57.4 萬 | 0.47% | +93+7.3% | 加碼 |
| Willner & Heller, LLC | 1,366 | $57.4 萬 | 0.82% | −79−5.5% | 減碼 |
| Montag A & Associates Inc | 1,367 | $57.7 萬 | 0.04% | −3,521−72.0% | 減碼 |
| Horizon Investments, LLC | 1,380 | $58.0 萬 | 0.02% | −308−18.2% | 減碼 |
| Drive Wealth Management, LLC | 1,385 | $58.5 萬 | 0.29% | +175+14.5% | 加碼 |
| MBM Wealth Consultants, LLC | 1,407 | $58.5 萬 | 0.28% | +82+6.2% | 加碼 |
| Founders Financial Alliance, LLC | 1,394 | $58.6 萬 | 0.27% | −7−0.5% | 減碼 |
| Stelac Advisory Services LLC | 1,399 | $58.8 萬 | 0.27% | +74+5.6% | 加碼 |
| EP Wealth Advisors, LLC | 1,403 | $59.0 萬 | 0.01% | +1,403 | 新進 |
| Kestra Private Wealth Services, LLC | 1,404 | $59.0 萬 | 0.03% | −285−16.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,524 | $59.1 萬 | 0.15% | +164+12.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,431 | $60.1 萬 | 0.01% | +1,431 | 新進 |
| Flagship Harbor Advisors, LLC | 1,431 | $60.2 萬 | 0.06% | +738+106.5% | 加碼 |
| Sawtooth Solutions, LLC | 1,433 | $60.2 萬 | 0.08% | +89+6.6% | 加碼 |
| Texas Capital Bancshares Inc | 1,435 | $60.3 萬 | 0.42% | +13+0.9% | 加碼 |
| Verity & Verity, LLC | 1,435 | $60.3 萬 | 0.08% | +850+145.3% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,446 | $60.8 萬 | 0.31% | +1,446 | 新進 |
| KRS Capital Management, LLC | 1,448 | $60.8 萬 | 0.83% | −49−3.3% | 減碼 |
| Wedbush Securities Inc | 1,451 | $61.0 萬 | 0.03% | +73+5.3% | 加碼 |
| Stiles Financial Services Inc | 1,451 | $61.0 萬 | 0.35% | +1,451 | 新進 |
| First Commonwealth Financial Corp | 1,453 | $61.1 萬 | 0.23% | +163+12.6% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,458 | $61.3 萬 | 0.29% | −26−1.8% | 減碼 |
| Moody National Bank Trust Division | 1,462 | $61.4 萬 | 0.05% | 00.0% | 不變 |
| Verition Fund Management LLC | 1,465 | $61.6 萬 | 0.01% | −551−27.3% | 減碼 |
| Clearstead Advisors, LLC | 1,472 | $61.9 萬 | 0.05% | −243−14.2% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,473 | $61.9 萬 | 0.16% | +507+52.5% | 加碼 |
| Johnson Investment Counsel Inc | 1,480 | $62.2 萬 | 0.01% | −2−0.1% | 減碼 |
| ARGI Investment Services, LLC | 1,499 | $63.0 萬 | 0.02% | −101−6.3% | 減碼 |
| Cohen Klingenstein LLC | 1,500 | $63.0 萬 | 0.03% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 1,502 | $63.1 萬 | 0.15% | +185+14.0% | 加碼 |
| Rehmann Capital Advisory Group | 1,503 | $63.2 萬 | 0.06% | −67−4.3% | 減碼 |
| Jag Capital Management, LLC | 1,507 | $63.3 萬 | 0.09% | −504−25.1% | 減碼 |
| Citizens Financial Group Inc | 1,508 | $63.6 萬 | 0.02% | +196+14.9% | 加碼 |
| Change Path, LLC | 1,517 | $63.8 萬 | 0.04% | +140+10.2% | 加碼 |
| CFO4Life Group, LLC | 1,522 | $64.0 萬 | 0.14% | −81−5.1% | 減碼 |
| CFO4Life, L.P. | 1,522 | $64.0 萬 | 0.14% | +1,522 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,537 | $64.6 萬 | 0.03% | +63+4.3% | 加碼 |
| Wade G W & Inc | 1,538 | $64.7 萬 | 0.03% | +40+2.7% | 加碼 |
| Buckley Wealth Management, LLC | 1,550 | $65.1 萬 | 0.24% | +19+1.2% | 加碼 |
| Alera Investment Advisors, LLC | 1,556 | $65.4 萬 | 0.15% | +4+0.3% | 加碼 |
| AIA Group Ltd | 1,567 | $65.9 萬 | 0.04% | −755−32.5% | 減碼 |
| Clarius Group, LLC | 1,569 | $65.9 萬 | 0.06% | +12+0.8% | 加碼 |
| Trust Asset Management LLC | 1,571 | $66.0 萬 | 0.08% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 1,576 | $66.2 萬 | 0.24% | −9−0.6% | 減碼 |
| Altman Advisors, Inc. | 1,435 | $66.6 萬 | 0.41% | +1,435 | 新進 |
| Salomon & Ludwin, LLC | 1,587 | $66.7 萬 | 0.08% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 1,589 | $66.8 萬 | 0.08% | −312−16.4% | 減碼 |
| Merit Financial Group, LLC | 1,594 | $67.0 萬 | 0.02% | +951+147.9% | 加碼 |
| Mechanics Bank Trust Department | 1,602 | $67.3 萬 | 0.12% | +104+6.9% | 加碼 |
| Glen Eagle Advisors, LLC | 1,623 | $68.2 萬 | 0.19% | −181−10.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,626 | $68.3 萬 | 0.07% | −2,358−59.2% | 減碼 |
| Clear Harbor Asset Management, LLC | 1,640 | $68.9 萬 | 0.09% | +30+1.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,645 | $69.1 萬 | 0.13% | +76+4.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 1,638 | $69.1 萬 | 0.07% | −700−29.9% | 減碼 |
| Delphia (USA) Inc. | 1,654 | $69.5 萬 | 0.80% | +1,654 | 新進 |
| Financial Advisory Corp | 1,654 | $69.5 萬 | 0.35% | −13−0.8% | 減碼 |
| Cresset Asset Management, LLC | 1,679 | $69.8 萬 | 0.01% | −3,015−64.2% | 減碼 |
| WSFS Capital Management, LLC | 1,662 | $69.9 萬 | 0.08% | +1,662 | 新進 |
| Lincoln National Corp | 1,677 | $70.5 萬 | 0.02% | +467+38.6% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,690 | $71.0 萬 | 0.27% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 1,694 | $71.2 萬 | 0.03% | −25−1.5% | 減碼 |
| Cigna Investments Inc | 1,698 | $71.3 萬 | 0.15% | +3+0.2% | 加碼 |
| Intellectus Partners, LLC | 1,696 | $71.6 萬 | 0.25% | +144+9.3% | 加碼 |
| Little House Capital LLC | 1,705 | $71.7 萬 | 0.35% | −328−16.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,709 | $71.8 萬 | 0.00% | +2+0.1% | 加碼 |
| McDaniel Terry & Co | 1,711 | $71.9 萬 | 0.08% | −208−10.8% | 減碼 |
| Proequities, Inc. | 1,707 | $72.0 萬 | 0.06% | +46+2.8% | 加碼 |
| Alta Wealth Advisors LLC | 1,715 | $72.1 萬 | 0.49% | −120−6.5% | 減碼 |
| Diversified Trust Co | 1,715 | $72.1 萬 | 0.03% | +252+17.2% | 加碼 |
| Engineers Gate Manager LP | 1,718 | $72.2 萬 | 0.04% | −4,844−73.8% | 減碼 |
| Checchi Capital Advisers, LLC | 1,735 | $72.9 萬 | 0.08% | −259−13.0% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $73.3 萬 | 0.26% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,746 | $73.4 萬 | 0.01% | +289+19.8% | 加碼 |
| Peapack Gladstone Financial Corp | 1,751 | $73.6 萬 | 0.01% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 1,753 | $73.7 萬 | 0.21% | 00.0% | 不變 |
| Wahed Invest LLC | 1,757 | $73.8 萬 | 0.38% | +194+12.4% | 加碼 |
| Middleton & Co Inc | 1,758 | $73.9 萬 | 0.11% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 1,780 | $74.8 萬 | 0.21% | −62−3.4% | 減碼 |
| NVWM, LLC | 1,777 | $75.0 萬 | 0.27% | −5−0.3% | 減碼 |
| Quadrant Capital Group LLC | 1,789 | $75.2 萬 | 0.09% | +23+1.3% | 加碼 |
| Corton Capital Inc. | 1,796 | $75.5 萬 | 0.62% | +1,796 | 新進 |
| Pendal Group Limited | 1,797 | $75.5 萬 | 0.01% | −1,037−36.6% | 減碼 |
| Knowledge Leaders Capital, LLC | 1,803 | $75.8 萬 | 1.00% | −105−5.5% | 減碼 |
| Balentine LLC | 1,817 | $76.4 萬 | 0.03% | +454+33.3% | 加碼 |
| Ritholtz Wealth Management | 1,819 | $76.5 萬 | 0.04% | −160−8.1% | 減碼 |
| Lazard Asset Management LLC | 1,834 | $77.0 萬 | 0.00% | −107−5.5% | 減碼 |
| Tocqueville Asset Management L.P. | 1,835 | $77.1 萬 | 0.01% | −35−1.9% | 減碼 |
| Ibex Wealth Advisors | 1,837 | $77.2 萬 | 0.17% | −62−3.3% | 減碼 |
| Exchange Traded Concepts, LLC | 1,837 | $77.2 萬 | 0.02% | +55+3.1% | 加碼 |