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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 2,782 | $116.9 萬 | 0.08% | +73+2.7% | 加碼 |
| Argent Trust Co | 2,782 | $116.9 萬 | 0.08% | −51−1.8% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $117.0 萬 | 0.49% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 2,783 | $117.0 萬 | 0.16% | −37−1.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,805 | $117.9 萬 | 0.13% | +258+10.1% | 加碼 |
| Boenning & Scattergood, Inc. | 2,200 | $118.3 萬 | 0.19% | 00.0% | 不變 |
| Delphi Management Inc | 2,820 | $118.5 萬 | 1.43% | +2,820 | 新進 |
| Tudor Investment Corp Et Al | 2,830 | $118.9 萬 | 0.03% | −24,067−89.5% | 減碼 |
| Capital Advisors Inc | 2,837 | $119.3 萬 | 0.03% | 00.0% | 不變 |
| Trust Co of Vermont | 2,841 | $119.4 萬 | 0.09% | +372+15.1% | 加碼 |
| Stokes Family Office, LLC | 2,847 | $119.7 萬 | 0.15% | +250+9.6% | 加碼 |
| Martingale Asset Management L P | 2,868 | $120.5 萬 | 0.02% | −3,855−57.3% | 減碼 |
| Laurel Wealth Advisors, Inc. | 2,885 | $121.3 萬 | 0.12% | +45+1.6% | 加碼 |
| Mather Group, LLC. | 2,910 | $122.3 萬 | 0.02% | −214−6.9% | 減碼 |
| Capital Financial Services, LLC | 2,940 | $123.6 萬 | 1.70% | −65−2.2% | 減碼 |
| Fred Alger Management, LLC | 2,952 | $124.1 萬 | 0.01% | −5,391−64.6% | 減碼 |
| Balyasny Asset Management LLC | 3,014 | $126.7 萬 | 0.00% | +2,114+234.9% | 加碼 |
| Atlas Capital Advisors LLC | 3,028 | $127.3 萬 | 0.21% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,557 | $127.3 萬 | 0.30% | +47+1.9% | 加碼 |
| Haverford Financial Services, Inc. | 3,035 | $127.6 萬 | 0.35% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 3,061 | $128.7 萬 | 0.28% | +2+0.1% | 加碼 |
| Advisors Capital Management, LLC | 3,067 | $128.9 萬 | 0.04% | −125−3.9% | 減碼 |
| Alpha DNA Investment Management LLC | 3,073 | $129.2 萬 | 0.69% | +1,061+52.7% | 加碼 |
| Hoey Investments, Inc | 3,110 | $130.7 萬 | 0.57% | −1,392−30.9% | 減碼 |
| Integrated Advisors Network LLC | 3,111 | $130.7 萬 | 0.08% | +1,588+104.3% | 加碼 |
| Resources Management Corp | 3,120 | $131.1 萬 | 0.21% | +66+2.2% | 加碼 |
| Scott & Selber, Inc. | 3,141 | $132.0 萬 | 0.59% | −8−0.3% | 減碼 |
| Cutter & CO Brokerage, Inc. | 3,145 | $132.2 萬 | 0.45% | +42+1.4% | 加碼 |
| Gyroscope Capital Management Group, LLC | 3,172 | $133.3 萬 | 0.40% | +385+13.8% | 加碼 |
| FORA Capital, LLC | 3,175 | $133.4 萬 | 0.22% | −5,688−64.2% | 減碼 |
| Moors & Cabot, Inc. | 3,181 | $133.7 萬 | 0.09% | −2,103−39.8% | 減碼 |
| SYSTM Wealth Solutions LLC | 3,190 | $134.1 萬 | 0.17% | +3,190 | 新進 |
| SS&H Financial Advisors, Inc. | 3,191 | $134.1 萬 | 0.64% | 00.0% | 不變 |
| Private Advisor Group, LLC | 7,403 | $134.3 萬 | 0.07% | +1,411+23.5% | 加碼 |
| Jackson Square Capital, LLC | 3,200 | $134.5 萬 | 0.63% | −1,889−37.1% | 減碼 |
| Blair William & Co | 3,209 | $134.9 萬 | 0.01% | −93−2.8% | 減碼 |
| Calamos Wealth Management LLC | 3,289 | $138.2 萬 | 0.11% | −137−4.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,289 | $138.2 萬 | 0.37% | +14+0.4% | 加碼 |
| PFG Advisors | 3,290 | $138.3 萬 | 0.14% | +408+14.2% | 加碼 |
| Eagle Asset Management Inc | 3,360 | $139.2 萬 | 0.01% | +233+7.5% | 加碼 |
| Synovus Financial Corp | 3,359 | $141.2 萬 | 0.02% | +19+0.6% | 加碼 |
| Cetera Advisors LLC | 3,377 | $141.9 萬 | 0.03% | +390+13.1% | 加碼 |
| Signature Wealth Management Group | 3,382 | $142.1 萬 | 0.70% | −1,034−23.4% | 減碼 |
| Joseph Group Capital Management | 3,385 | $142.3 萬 | 1.35% | −41−1.2% | 減碼 |
| Oak Harvest Investment Services | 3,392 | $142.6 萬 | 0.37% | +5+0.1% | 加碼 |
| Farmers & Merchants Investments Inc | 3,399 | $142.9 萬 | 0.06% | −1,133−25.0% | 減碼 |
| Matisse Capital | 3,422 | $143.8 萬 | 1.28% | +3,422 | 新進 |
| Investment Management Corp of Ontario | 3,426 | $144.0 萬 | 0.07% | +3,426 | 新進 |
| Bard Financial Services, Inc. | 3,425 | $144.0 萬 | 0.12% | +25+0.7% | 加碼 |
| Greenleaf Trust | 3,426 | $144.0 萬 | 0.02% | +329+10.6% | 加碼 |
| Brown Advisory Inc | 3,430 | $144.2 萬 | 0.00% | −298−8.0% | 減碼 |
| Motley Fool Asset Management LLC | 3,469 | $145.8 萬 | 0.16% | −139−3.9% | 減碼 |
| Westhampton Capital, LLC | 3,488 | $146.6 萬 | 0.99% | +275+8.6% | 加碼 |
| Oak Associates, Ltd | 3,500 | $147.1 萬 | 0.12% | +715+25.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,879 | $147.1 萬 | 0.16% | −68−3.5% | 減碼 |
| Walleye Capital LLC | 3,527 | $148.2 萬 | 0.03% | +3,527 | 新進 |
| Cipher Capital LP | 3,533 | $148.5 萬 | 0.28% | +3,533 | 新進 |
| Keybank National Association | 3,534 | $148.5 萬 | 0.01% | +279+8.6% | 加碼 |
| Central Trust Co | 3,543 | $148.9 萬 | 0.05% | −26−0.7% | 減碼 |
| Fort Sheridan Advisors LLC | 3,558 | $149.5 萬 | 0.49% | −121−3.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,570 | $150.0 萬 | 0.08% | −1,350−27.4% | 減碼 |
| MV Capital Management, Inc. | 3,577 | $150.3 萬 | 0.23% | +15+0.4% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,628 | $152.5 萬 | 0.22% | +2,740+308.6% | 加碼 |
| Raymond James Trust N.A. | 3,631 | $152.6 萬 | 0.05% | −179−4.7% | 減碼 |
| Martin Capital Advisors, LLP | 3,643 | $153.1 萬 | 1.71% | +295+8.8% | 加碼 |
| Rodgers Brothers Inc. | 3,660 | $153.8 萬 | 0.31% | +10+0.3% | 加碼 |
| Park Avenue Securities LLC | 3,688 | $155.0 萬 | 0.03% | +597+19.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,692 | $155.2 萬 | 0.02% | +3,022+451.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,703 | $155.6 萬 | 0.09% | −338−8.4% | 減碼 |
| L & S Advisors Inc | 3,722 | $156.4 萬 | 0.29% | −1,241−25.0% | 減碼 |
| Brinker Capital Investments, LLC | 3,723 | $156.5 萬 | 0.03% | −951−20.3% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,734 | $156.9 萬 | 0.03% | −428−10.3% | 減碼 |
| Lindenwold Advisors | 3,735 | $157.0 萬 | 1.05% | +10+0.3% | 加碼 |
| Paloma Partners Management Co | 3,736 | $157.0 萬 | 0.34% | +3,736 | 新進 |
| Empirical Finance, LLC | 3,741 | $157.2 萬 | 0.16% | +285+8.2% | 加碼 |
| Empowered Funds, LLC | 3,786 | $159.1 萬 | 0.10% | +3,786 | 新進 |
| Vestcor Inc | 3,790 | $159.3 萬 | 0.06% | +522+16.0% | 加碼 |
| Oak Grove Capital LLC | 3,794 | $159.5 萬 | 0.84% | −21,706−85.1% | 減碼 |
| Midwest Professional Planners, LTD. | 3,825 | $160.8 萬 | 0.89% | −40−1.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 3,842 | $161.6 萬 | 0.36% | +352+10.1% | 加碼 |
| Metis Global Partners, LLC | 3,881 | $163.1 萬 | 0.15% | +1,836+89.8% | 加碼 |
| Nikulski Financial, Inc. | 3,921 | $164.8 萬 | 0.79% | +97+2.5% | 加碼 |
| Alpine Woods Capital Investors, LLC | 3,956 | $166.3 萬 | 0.24% | +765+24.0% | 加碼 |
| E&G Advisors, LP | 3,963 | $166.6 萬 | 0.63% | −50−1.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,977 | $167.2 萬 | 0.10% | −167−4.0% | 減碼 |
| Ballentine Partners, LLC | 3,999 | $168.1 萬 | 0.05% | +1,853+86.3% | 加碼 |
| Viking Fund Management LLC | 4,000 | $168.1 萬 | 0.33% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,000 | $168.1 萬 | 0.18% | 00.0% | 不變 |
| Green Alpha Advisors, LLC | 4,019 | $168.9 萬 | 1.40% | +440+12.3% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 4,030 | $169.4 萬 | 0.11% | +4,030 | 新進 |
| Penserra Capital Management LLC | 4,121 | $173.0 萬 | 0.04% | −237−5.4% | 減碼 |
| Great Lakes Advisors, LLC | 39,249 | $175.5 萬 | 0.10% | +687+1.8% | 加碼 |
| Zurich Insurance Group Ltd | 4,200 | $176.5 萬 | 0.03% | 00.0% | 不變 |
| Connable Office Inc | 4,217 | $177.2 萬 | 0.25% | 00.0% | 不變 |
| Seeyond | 4,236 | $178.0 萬 | 0.17% | +2,620+162.1% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $178.3 萬 | 0.68% | 00.0% | 不變 |
| MAI Capital Management | 4,266 | $179.3 萬 | 0.03% | +215+5.3% | 加碼 |
| Hoylecohen, LLC | 4,270 | $179.5 萬 | 0.18% | −84−1.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,274 | $179.6 萬 | 0.05% | −813−16.0% | 減碼 |
| Perigon Wealth Management, LLC | 4,279 | $179.9 萬 | 0.11% | +1,444+50.9% | 加碼 |