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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 3,399 | $142.9 萬 | 0.06% | −1,133−25.0% | 減碼 |
| Oak Harvest Investment Services | 3,392 | $142.6 萬 | 0.37% | +5+0.1% | 加碼 |
| Joseph Group Capital Management | 3,385 | $142.3 萬 | 1.35% | −41−1.2% | 減碼 |
| Signature Wealth Management Group | 3,382 | $142.1 萬 | 0.70% | −1,034−23.4% | 減碼 |
| Cetera Advisors LLC | 3,377 | $141.9 萬 | 0.03% | +390+13.1% | 加碼 |
| Synovus Financial Corp | 3,359 | $141.2 萬 | 0.02% | +19+0.6% | 加碼 |
| Eagle Asset Management Inc | 3,360 | $139.2 萬 | 0.01% | +233+7.5% | 加碼 |
| PFG Advisors | 3,290 | $138.3 萬 | 0.14% | +408+14.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,289 | $138.2 萬 | 0.37% | +14+0.4% | 加碼 |
| Calamos Wealth Management LLC | 3,289 | $138.2 萬 | 0.11% | −137−4.0% | 減碼 |
| Blair William & Co | 3,209 | $134.9 萬 | 0.01% | −93−2.8% | 減碼 |
| Jackson Square Capital, LLC | 3,200 | $134.5 萬 | 0.63% | −1,889−37.1% | 減碼 |
| Private Advisor Group, LLC | 7,403 | $134.3 萬 | 0.07% | +1,411+23.5% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,191 | $134.1 萬 | 0.64% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 3,190 | $134.1 萬 | 0.17% | +3,190 | 新進 |
| Moors & Cabot, Inc. | 3,181 | $133.7 萬 | 0.09% | −2,103−39.8% | 減碼 |
| FORA Capital, LLC | 3,175 | $133.4 萬 | 0.22% | −5,688−64.2% | 減碼 |
| Gyroscope Capital Management Group, LLC | 3,172 | $133.3 萬 | 0.40% | +385+13.8% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,145 | $132.2 萬 | 0.45% | +42+1.4% | 加碼 |
| Scott & Selber, Inc. | 3,141 | $132.0 萬 | 0.59% | −8−0.3% | 減碼 |
| Resources Management Corp | 3,120 | $131.1 萬 | 0.21% | +66+2.2% | 加碼 |
| Integrated Advisors Network LLC | 3,111 | $130.7 萬 | 0.08% | +1,588+104.3% | 加碼 |
| Hoey Investments, Inc | 3,110 | $130.7 萬 | 0.57% | −1,392−30.9% | 減碼 |
| Alpha DNA Investment Management LLC | 3,073 | $129.2 萬 | 0.69% | +1,061+52.7% | 加碼 |
| Advisors Capital Management, LLC | 3,067 | $128.9 萬 | 0.04% | −125−3.9% | 減碼 |
| Exchange Capital Management, Inc. | 3,061 | $128.7 萬 | 0.28% | +2+0.1% | 加碼 |
| Haverford Financial Services, Inc. | 3,035 | $127.6 萬 | 0.35% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,557 | $127.3 萬 | 0.30% | +47+1.9% | 加碼 |
| Atlas Capital Advisors LLC | 3,028 | $127.3 萬 | 0.21% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 3,014 | $126.7 萬 | 0.00% | +2,114+234.9% | 加碼 |
| Fred Alger Management, LLC | 2,952 | $124.1 萬 | 0.01% | −5,391−64.6% | 減碼 |
| Capital Financial Services, LLC | 2,940 | $123.6 萬 | 1.70% | −65−2.2% | 減碼 |
| Mather Group, LLC. | 2,910 | $122.3 萬 | 0.02% | −214−6.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 2,885 | $121.3 萬 | 0.12% | +45+1.6% | 加碼 |
| Martingale Asset Management L P | 2,868 | $120.5 萬 | 0.02% | −3,855−57.3% | 減碼 |
| Stokes Family Office, LLC | 2,847 | $119.7 萬 | 0.15% | +250+9.6% | 加碼 |
| Trust Co of Vermont | 2,841 | $119.4 萬 | 0.09% | +372+15.1% | 加碼 |
| Capital Advisors Inc | 2,837 | $119.3 萬 | 0.03% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 2,830 | $118.9 萬 | 0.03% | −24,067−89.5% | 減碼 |
| Delphi Management Inc | 2,820 | $118.5 萬 | 1.43% | +2,820 | 新進 |
| Boenning & Scattergood, Inc. | 2,200 | $118.3 萬 | 0.19% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 2,805 | $117.9 萬 | 0.13% | +258+10.1% | 加碼 |
| First Business Financial Services, Inc. | 2,783 | $117.0 萬 | 0.16% | −37−1.3% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $117.0 萬 | 0.49% | 00.0% | 不變 |
| Argent Trust Co | 2,782 | $116.9 萬 | 0.08% | −51−1.8% | 減碼 |
| Wetherby Asset Management Inc | 2,782 | $116.9 萬 | 0.08% | +73+2.7% | 加碼 |
| Prudent Man Advisors, LLC | 2,781 | $116.9 萬 | 0.47% | +480+20.9% | 加碼 |
| Mission Wealth Management, LP | 2,780 | $116.9 萬 | 0.06% | 00.0% | 不變 |
| Boston Private Wealth LLC | 2,772 | $116.5 萬 | 0.02% | −112−3.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,762 | $116.1 萬 | 0.02% | −583−17.4% | 減碼 |
| Advisory Research Inc | 2,757 | $115.9 萬 | 0.11% | −3−0.1% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $115.6 萬 | 0.16% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 2,739 | $115.1 萬 | 0.09% | +137+5.3% | 加碼 |
| BancorpSouth Bank | 2,724 | $114.5 萬 | 0.11% | −9−0.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,717 | $114.2 萬 | 0.06% | +181+7.1% | 加碼 |
| Trust Co of Oklahoma | 2,697 | $113.4 萬 | 0.46% | +2,697 | 新進 |
| IHT Wealth Management, LLC | 2,682 | $112.7 萬 | 0.07% | −271−9.2% | 減碼 |
| Regions Financial Corp | 2,677 | $112.6 萬 | 0.01% | +13+0.5% | 加碼 |
| Valeo Financial Advisors, LLC | 2,667 | $112.1 萬 | 0.06% | −877−24.7% | 減碼 |
| E Fund Management Co., Ltd. | 2,662 | $111.9 萬 | 0.09% | −124−4.5% | 減碼 |
| Goodman Advisory Group, LLC | 2,642 | $111.0 萬 | 0.65% | −235−8.2% | 減碼 |
| Everence Capital Management Inc | 2,633 | $110.7 萬 | 0.10% | −1,590−37.7% | 減碼 |
| Belpointe Asset Management LLC | 2,609 | $109.7 萬 | 0.07% | −28−1.1% | 減碼 |
| Fiera Capital Corp | 2,608 | $109.6 萬 | 0.00% | −75−2.8% | 減碼 |
| CWM, LLC | 2,582 | $108.5 萬 | 0.01% | +367+16.6% | 加碼 |
| Bank of Stockton | 2,577 | $108.3 萬 | 0.38% | −283−9.9% | 減碼 |
| Comerica Securities,inc. | 2,560 | $108.1 萬 | 0.08% | −77−2.9% | 減碼 |
| Davidson Capital Management Inc. | 2,569 | $108.0 萬 | 0.74% | −229−8.2% | 減碼 |
| Venturi Wealth Management, LLC | 2,551 | $107.2 萬 | 0.09% | +158+6.6% | 加碼 |
| Meeder Advisory Services, Inc. | 2,533 | $106.5 萬 | 0.13% | +2,533 | 新進 |
| Gradient Capital Advisors, LLC | 2,527 | $106.2 萬 | 0.48% | +7+0.3% | 加碼 |
| First Foundation Advisors | 2,504 | $105.2 萬 | 0.05% | −83−3.2% | 減碼 |
| First Horizon Advisors, Inc. | 2,502 | $105.2 萬 | 0.04% | −4,839−65.9% | 減碼 |
| Needham Investment Management LLC | 2,500 | $105.1 萬 | 0.19% | 00.0% | 不變 |
| Darwin Advisors, LLC | 2,217 | $105.0 萬 | 0.27% | −98−4.2% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,498 | $105.0 萬 | 1.44% | +35+1.4% | 加碼 |
| Morse Asset Management, Inc | 2,492 | $104.7 萬 | 0.38% | −25−1.0% | 減碼 |
| LCNB Corp | 2,477 | $104.1 萬 | 0.48% | +212+9.4% | 加碼 |
| Pitcairn Co | 2,477 | $104.1 萬 | 0.10% | +382+18.2% | 加碼 |
| Bleakley Financial Group, LLC | 2,476 | $104.1 萬 | 0.04% | +2,476 | 新進 |
| InterOcean Capital Group, LLC | 2,474 | $104.0 萬 | 0.04% | −290−10.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,466 | $103.6 萬 | 0.10% | +2,466 | 新進 |
| Cypress Capital Group | 2,460 | $103.4 萬 | 0.16% | −1,946−44.2% | 減碼 |
| Veriti Management LLC | 2,456 | $103.2 萬 | 0.14% | +6+0.2% | 加碼 |
| Sigma Planning Corp | 2,424 | $101.9 萬 | 0.04% | −109−4.3% | 減碼 |
| Old National Bancorp | 2,422 | $101.8 萬 | 0.03% | +155+6.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 2,414 | $101.5 萬 | 0.29% | +2,414 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 2,414 | $101.5 萬 | 0.36% | +293+13.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,414 | $101.5 萬 | 0.04% | +88+3.8% | 加碼 |
| Glenview Trust Co | 2,404 | $101.0 萬 | 0.03% | +210+9.6% | 加碼 |
| PDT Partners, LLC | 2,400 | $100.9 萬 | 0.16% | +1,200+100.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $100.5 萬 | 0.01% | +2,391 | 新進 |
| Triangle Securities Wealth Management | 2,380 | $100.0 萬 | 0.37% | +654+37.9% | 加碼 |
| Wealth Alliance | 2,355 | $99.0 萬 | 0.18% | +24+1.0% | 加碼 |
| Trust Co of Toledo NA | 2,347 | $98.6 萬 | 0.19% | 00.0% | 不變 |
| Garda Capital Partners LP | 2,309 | $97.0 萬 | 0.90% | +2,309 | 新進 |
| SRN Advisors, LLC | 2,304 | $96.8 萬 | 0.96% | +742+47.5% | 加碼 |
| Lake Street Financial LLC | 2,294 | $96.4 萬 | 0.20% | −90−3.8% | 減碼 |
| Independent Financial Group, LLC | 2,287 | $96.1 萬 | 0.08% | +19+0.8% | 加碼 |
| HGK Asset Management Inc | 2,278 | $95.7 萬 | 0.33% | +8+0.4% | 加碼 |