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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 2,275 | $95.6 萬 | 0.30% | −317−12.2% | 減碼 |
| Weatherly Asset Management L. P. | 2,263 | $95.5 萬 | 0.13% | −34−1.5% | 減碼 |
| Tealwood Asset Management Inc | 2,191 | $92.1 萬 | 0.48% | −18−0.8% | 減碼 |
| Snowden Capital Advisors LLC | 2,191 | $92.1 萬 | 0.04% | +415+23.4% | 加碼 |
| Apollon Wealth Management, LLC | 2,188 | $92.0 萬 | 0.07% | +112+5.4% | 加碼 |
| Credit Agricole S A | 2,176 | $91.5 萬 | 0.03% | −214−9.0% | 減碼 |
| Keudell/Morrison Wealth Management | 2,176 | $91.5 萬 | 0.29% | +299+15.9% | 加碼 |
| Davenport & Co LLC | 2,174 | $91.4 萬 | 0.01% | +55+2.6% | 加碼 |
| Financial Advisory Service, Inc. | 2,172 | $91.3 萬 | 0.10% | +351+19.3% | 加碼 |
| Ossiam | 2,159 | $90.7 萬 | 0.02% | −3,456−61.5% | 減碼 |
| Centennial Bank | 2,150 | $90.4 萬 | 0.52% | +2,150 | 新進 |
| Gyon Technologies Capital Management, LP | 2,145 | $90.2 萬 | 0.34% | +2,145 | 新進 |
| Madison Wealth Management | 2,134 | $89.7 萬 | 0.21% | −4,424−67.5% | 減碼 |
| Signaturefd, LLC | 2,129 | $89.5 萬 | 0.03% | −168−7.3% | 減碼 |
| Chicago Trust Co NA | 2,117 | $88.9 萬 | 0.22% | +61+3.0% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,081 | $87.5 萬 | 0.70% | +2,081 | 新進 |
| KCM Investment Advisors LLC | 2,077 | $87.3 萬 | 0.04% | −31−1.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,070 | $87.0 萬 | 0.34% | +2,070 | 新進 |
| Benchmark Investment Advisors LLC | 2,063 | $86.7 萬 | 0.92% | −75−3.5% | 減碼 |
| Private Trust Co NA | 2,055 | $86.4 萬 | 0.13% | −11−0.5% | 減碼 |
| FDx Advisors, Inc. | 2,040 | $85.7 萬 | 0.04% | +28+1.4% | 加碼 |
| Leelyn Smith, LLC | 2,020 | $84.9 萬 | 0.23% | +828+69.5% | 加碼 |
| Leavell Investment Management, Inc. | 2,000 | $84.4 萬 | 0.06% | −35−1.7% | 減碼 |
| Bay Rivers Group | 2,005 | $84.3 萬 | 0.85% | −10.0% | 減碼 |
| Alight Capital Management LP | 2,000 | $84.1 萬 | 0.90% | +2,000 | 新進 |
| Eads & Heald Wealth Management | 1,990 | $83.6 萬 | 0.43% | −570−22.3% | 減碼 |
| Maven Securities LTD | 1,986 | $83.5 萬 | 0.17% | −1,870−48.5% | 減碼 |
| Greenup Street Wealth Management LLC | 1,980 | $83.2 萬 | 0.35% | −8−0.4% | 減碼 |
| Apriem Advisors | 1,976 | $83.1 萬 | 0.14% | +70+3.7% | 加碼 |
| Fortem Financial Group, LLC | 1,965 | $82.6 萬 | 0.48% | −701−26.3% | 減碼 |
| Tower Bridge Advisors | 1,958 | $82.3 萬 | 0.07% | 00.0% | 不變 |
| Bellwether Advisors, LLC | 1,958 | $82.3 萬 | 0.24% | +1,958 | 新進 |
| Personal Capital Advisors Corp | 1,946 | $81.8 萬 | 0.00% | −89−4.4% | 減碼 |
| Phraction Management LLC | 1,944 | $81.7 萬 | 0.54% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,936 | $81.4 萬 | 0.07% | +534+38.1% | 加碼 |
| IFP Advisors, Inc | 3,628 | $80.6 萬 | 0.02% | −133−3.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,897 | $79.7 萬 | 0.18% | −348−15.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,890 | $79.4 萬 | 0.13% | +659+53.5% | 加碼 |
| Kistler-Tiffany Companies, LLC | 1,874 | $78.8 萬 | 0.16% | +275+17.2% | 加碼 |
| Mach-1 Financial Group, Inc. | 1,871 | $78.6 萬 | 0.37% | +1,810+2,967.2% | 加碼 |
| Affinity Investment Advisors, LLC | 1,871 | $78.6 萬 | 0.36% | −9−0.5% | 減碼 |
| Scotia Capital Inc. | 1,857 | $78.1 萬 | 0.01% | −3,192−63.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,849 | $77.7 萬 | 0.06% | +1,258+212.9% | 加碼 |
| Smithfield Trust Co | 1,845 | $77.6 萬 | 0.05% | −7−0.4% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,846 | $77.6 萬 | 0.20% | +1,846 | 新進 |
| Capital Investment Counsel, Inc | 1,845 | $77.5 萬 | 0.18% | −20−1.1% | 減碼 |
| Exchange Traded Concepts, LLC | 1,837 | $77.2 萬 | 0.02% | +55+3.1% | 加碼 |
| Ibex Wealth Advisors | 1,837 | $77.2 萬 | 0.17% | −62−3.3% | 減碼 |
| Tocqueville Asset Management L.P. | 1,835 | $77.1 萬 | 0.01% | −35−1.9% | 減碼 |
| Lazard Asset Management LLC | 1,834 | $77.0 萬 | 0.00% | −107−5.5% | 減碼 |
| Ritholtz Wealth Management | 1,819 | $76.5 萬 | 0.04% | −160−8.1% | 減碼 |
| Balentine LLC | 1,817 | $76.4 萬 | 0.03% | +454+33.3% | 加碼 |
| Knowledge Leaders Capital, LLC | 1,803 | $75.8 萬 | 1.00% | −105−5.5% | 減碼 |
| Pendal Group Limited | 1,797 | $75.5 萬 | 0.01% | −1,037−36.6% | 減碼 |
| Corton Capital Inc. | 1,796 | $75.5 萬 | 0.62% | +1,796 | 新進 |
| Quadrant Capital Group LLC | 1,789 | $75.2 萬 | 0.09% | +23+1.3% | 加碼 |
| NVWM, LLC | 1,777 | $75.0 萬 | 0.27% | −5−0.3% | 減碼 |
| Noesis Capital Mangement Corp | 1,780 | $74.8 萬 | 0.21% | −62−3.4% | 減碼 |
| Middleton & Co Inc | 1,758 | $73.9 萬 | 0.11% | 00.0% | 不變 |
| Wahed Invest LLC | 1,757 | $73.8 萬 | 0.38% | +194+12.4% | 加碼 |
| Marietta Investment Partners LLC | 1,753 | $73.7 萬 | 0.21% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,751 | $73.6 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,746 | $73.4 萬 | 0.01% | +289+19.8% | 加碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $73.3 萬 | 0.26% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 1,735 | $72.9 萬 | 0.08% | −259−13.0% | 減碼 |
| Engineers Gate Manager LP | 1,718 | $72.2 萬 | 0.04% | −4,844−73.8% | 減碼 |
| Diversified Trust Co | 1,715 | $72.1 萬 | 0.03% | +252+17.2% | 加碼 |
| Alta Wealth Advisors LLC | 1,715 | $72.1 萬 | 0.49% | −120−6.5% | 減碼 |
| Proequities, Inc. | 1,707 | $72.0 萬 | 0.06% | +46+2.8% | 加碼 |
| McDaniel Terry & Co | 1,711 | $71.9 萬 | 0.08% | −208−10.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,709 | $71.8 萬 | 0.00% | +2+0.1% | 加碼 |
| Little House Capital LLC | 1,705 | $71.7 萬 | 0.35% | −328−16.1% | 減碼 |
| Intellectus Partners, LLC | 1,696 | $71.6 萬 | 0.25% | +144+9.3% | 加碼 |
| Cigna Investments Inc | 1,698 | $71.3 萬 | 0.15% | +3+0.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,694 | $71.2 萬 | 0.03% | −25−1.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,690 | $71.0 萬 | 0.27% | 00.0% | 不變 |
| Lincoln National Corp | 1,677 | $70.5 萬 | 0.02% | +467+38.6% | 加碼 |
| WSFS Capital Management, LLC | 1,662 | $69.9 萬 | 0.08% | +1,662 | 新進 |
| Cresset Asset Management, LLC | 1,679 | $69.8 萬 | 0.01% | −3,015−64.2% | 減碼 |
| Financial Advisory Corp | 1,654 | $69.5 萬 | 0.35% | −13−0.8% | 減碼 |
| Delphia (USA) Inc. | 1,654 | $69.5 萬 | 0.80% | +1,654 | 新進 |
| Robertson Stephens Wealth Management, LLC | 1,638 | $69.1 萬 | 0.07% | −700−29.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,645 | $69.1 萬 | 0.13% | +76+4.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 1,640 | $68.9 萬 | 0.09% | +30+1.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 1,626 | $68.3 萬 | 0.07% | −2,358−59.2% | 減碼 |
| Glen Eagle Advisors, LLC | 1,623 | $68.2 萬 | 0.19% | −181−10.0% | 減碼 |
| Mechanics Bank Trust Department | 1,602 | $67.3 萬 | 0.12% | +104+6.9% | 加碼 |
| Merit Financial Group, LLC | 1,594 | $67.0 萬 | 0.02% | +951+147.9% | 加碼 |
| Eqis Capital Management, Inc. | 1,589 | $66.8 萬 | 0.08% | −312−16.4% | 減碼 |
| Salomon & Ludwin, LLC | 1,587 | $66.7 萬 | 0.08% | 00.0% | 不變 |
| Altman Advisors, Inc. | 1,435 | $66.6 萬 | 0.41% | +1,435 | 新進 |
| Encompass Wealth Advisors, LLC | 1,576 | $66.2 萬 | 0.24% | −9−0.6% | 減碼 |
| Trust Asset Management LLC | 1,571 | $66.0 萬 | 0.08% | 00.0% | 不變 |
| Clarius Group, LLC | 1,569 | $65.9 萬 | 0.06% | +12+0.8% | 加碼 |
| AIA Group Ltd | 1,567 | $65.9 萬 | 0.04% | −755−32.5% | 減碼 |
| Alera Investment Advisors, LLC | 1,556 | $65.4 萬 | 0.15% | +4+0.3% | 加碼 |
| Buckley Wealth Management, LLC | 1,550 | $65.1 萬 | 0.24% | +19+1.2% | 加碼 |
| Wade G W & Inc | 1,538 | $64.7 萬 | 0.03% | +40+2.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,537 | $64.6 萬 | 0.03% | +63+4.3% | 加碼 |
| CFO4Life Group, LLC | 1,522 | $64.0 萬 | 0.14% | −81−5.1% | 減碼 |