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 |
|---|---|---|---|---|---|
| CFO4Life, L.P. | 1,522 | $64.0 萬 | 0.14% | +1,522 | 新進 |
| Change Path, LLC | 1,517 | $63.8 萬 | 0.04% | +140+10.2% | 加碼 |
| Citizens Financial Group Inc | 1,508 | $63.6 萬 | 0.02% | +196+14.9% | 加碼 |
| Jag Capital Management, LLC | 1,507 | $63.3 萬 | 0.09% | −504−25.1% | 減碼 |
| Rehmann Capital Advisory Group | 1,503 | $63.2 萬 | 0.06% | −67−4.3% | 減碼 |
| Fund Management at Engine No. 1 LLC | 1,502 | $63.1 萬 | 0.15% | +185+14.0% | 加碼 |
| Cohen Klingenstein LLC | 1,500 | $63.0 萬 | 0.03% | 00.0% | 不變 |
| ARGI Investment Services, LLC | 1,499 | $63.0 萬 | 0.02% | −101−6.3% | 減碼 |
| Johnson Investment Counsel Inc | 1,480 | $62.2 萬 | 0.01% | −2−0.1% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,473 | $61.9 萬 | 0.16% | +507+52.5% | 加碼 |
| Clearstead Advisors, LLC | 1,472 | $61.9 萬 | 0.05% | −243−14.2% | 減碼 |
| Verition Fund Management LLC | 1,465 | $61.6 萬 | 0.01% | −551−27.3% | 減碼 |
| Moody National Bank Trust Division | 1,462 | $61.4 萬 | 0.05% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 1,458 | $61.3 萬 | 0.29% | −26−1.8% | 減碼 |
| First Commonwealth Financial Corp | 1,453 | $61.1 萬 | 0.23% | +163+12.6% | 加碼 |
| Stiles Financial Services Inc | 1,451 | $61.0 萬 | 0.35% | +1,451 | 新進 |
| Wedbush Securities Inc | 1,451 | $61.0 萬 | 0.03% | +73+5.3% | 加碼 |
| KRS Capital Management, LLC | 1,448 | $60.8 萬 | 0.83% | −49−3.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,446 | $60.8 萬 | 0.31% | +1,446 | 新進 |
| 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 |
| Sawtooth Solutions, LLC | 1,433 | $60.2 萬 | 0.08% | +89+6.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,431 | $60.2 萬 | 0.06% | +738+106.5% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,431 | $60.1 萬 | 0.01% | +1,431 | 新進 |
| Harvest Fund Management Co., Ltd | 1,524 | $59.1 萬 | 0.15% | +164+12.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,404 | $59.0 萬 | 0.03% | −285−16.9% | 減碼 |
| EP Wealth Advisors, LLC | 1,403 | $59.0 萬 | 0.01% | +1,403 | 新進 |
| Stelac Advisory Services LLC | 1,399 | $58.8 萬 | 0.27% | +74+5.6% | 加碼 |
| Founders Financial Alliance, LLC | 1,394 | $58.6 萬 | 0.27% | −7−0.5% | 減碼 |
| MBM Wealth Consultants, LLC | 1,407 | $58.5 萬 | 0.28% | +82+6.2% | 加碼 |
| Drive Wealth Management, LLC | 1,385 | $58.5 萬 | 0.29% | +175+14.5% | 加碼 |
| Horizon Investments, LLC | 1,380 | $58.0 萬 | 0.02% | −308−18.2% | 減碼 |
| Montag A & Associates Inc | 1,367 | $57.7 萬 | 0.04% | −3,521−72.0% | 減碼 |
| Willner & Heller, LLC | 1,366 | $57.4 萬 | 0.82% | −79−5.5% | 減碼 |
| Retirement Guys Formula LLC | 1,365 | $57.4 萬 | 0.47% | +93+7.3% | 加碼 |
| Magnetar Financial LLC | 1,354 | $56.9 萬 | 0.01% | +1,354 | 新進 |
| Penobscot Investment Management Company, Inc. | 1,345 | $56.5 萬 | 0.10% | −5−0.4% | 減碼 |
| Moreno Evelyn V | 1,344 | $56.5 萬 | 0.13% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,337 | $56.2 萬 | 0.32% | −108−7.5% | 減碼 |
| ETF Managers Group, LLC | 1,333 | $56.0 萬 | 0.03% | +56+4.4% | 加碼 |
| RAM Investment Partners, LLC | 1,321 | $55.5 萬 | 0.34% | +1,321 | 新進 |
| Investors Research Corp | 1,321 | $55.5 萬 | 0.15% | 00.0% | 不變 |
| Values First Advisors, Inc. | 1,320 | $55.5 萬 | 0.39% | +149+12.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,306 | $54.9 萬 | 0.01% | −81−5.8% | 減碼 |
| Strategic Wealth Partners, Ltd. | 1,306 | $54.9 萬 | 0.10% | +15+1.2% | 加碼 |
| Liontrust Investment Partners LLP | 1,300 | $54.6 萬 | 0.01% | −19,200−93.7% | 減碼 |
| Clear Creek Financial Management, LLC | 1,298 | $54.6 萬 | 0.12% | −79−5.7% | 減碼 |
| Strong Tower Advisory Services | 1,291 | $54.3 萬 | 0.33% | +29+2.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,290 | $54.2 萬 | 0.13% | +1,290 | 新進 |
| Journey Advisory Group, LLC | 1,275 | $53.6 萬 | 0.13% | −1,198−48.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 1,269 | $53.3 萬 | 0.02% | +425+50.4% | 加碼 |
| Capstone Investment Advisors, LLC | 1,254 | $52.7 萬 | 0.01% | −7,130−85.0% | 減碼 |
| SevenBridge Financial Group, LLC | 1,254 | $52.7 萬 | 0.15% | +1,254 | 新進 |
| Carr Financial Group Corp | 1,247 | $52.6 萬 | 0.28% | +1,247 | 新進 |
| Qtron Investments LLC | 1,251 | $52.6 萬 | 0.11% | +261+26.4% | 加碼 |
| Birinyi Associates Inc | 1,250 | $52.5 萬 | 0.25% | +500+66.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,246 | $52.4 萬 | 0.06% | −225−15.3% | 減碼 |
| Sutton Wealth Advisors Inc. | 1,237 | $52.0 萬 | 0.20% | −34−2.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,233 | $51.8 萬 | 0.04% | +153+14.2% | 加碼 |
| Chicago Partners Investment Group LLC | 972 | $51.8 萬 | 0.03% | +17+1.8% | 加碼 |
| Columbia Asset Management | 1,230 | $51.7 萬 | 0.13% | +15+1.2% | 加碼 |
| Davis Selected Advisers | 1,228 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| Invst, LLC | 1,032 | $51.6 萬 | 0.08% | −441−29.9% | 減碼 |
| Amica Retiree Medical Trust | 1,213 | $51.0 萬 | 0.66% | −1,243−50.6% | 減碼 |
| Joel Isaacson & Co., LLC | 1,205 | $50.6 萬 | 0.04% | +1,205 | 新進 |
| Versor Investments LP | 1,200 | $50.4 萬 | 0.04% | −2,475−67.3% | 減碼 |
| American State Bank (Iowa) | 1,200 | $50.4 萬 | 0.39% | 00.0% | 不變 |
| Community Bank, N.A. | 1,200 | $50.4 萬 | 0.07% | +260+27.7% | 加碼 |
| Albert D Mason Inc | 1,199 | $50.4 萬 | 0.36% | +5+0.4% | 加碼 |
| Oakworth Capital, Inc. | 1,181 | $49.6 萬 | 0.05% | −12−1.0% | 減碼 |
| Strategic Investment Advisors | 1,180 | $49.6 萬 | 0.10% | −75−6.0% | 減碼 |
| Personal Cfo Solutions, LLC | 1,172 | $49.3 萬 | 0.10% | +306+35.3% | 加碼 |
| Parallel Advisors, LLC | 1,160 | $48.8 萬 | 0.02% | −23−1.9% | 減碼 |
| Cloverfields Capital Group, LP | 1,155 | $48.5 萬 | 0.15% | 00.0% | 不變 |
| Caxton Associates LP | 1,132 | $47.6 萬 | 0.03% | +1,132 | 新進 |
| Axxcess Wealth Management, LLC | 1,128 | $47.4 萬 | 0.04% | +1,128 | 新進 |
| Core Alternative Capital | 1,125 | $47.3 萬 | 0.06% | −1,166−50.9% | 減碼 |
| Burns J W & Co Inc | 1,122 | $47.2 萬 | 0.09% | 00.0% | 不變 |
| Lumina Fund Management LLC | 1,100 | $46.2 萬 | 0.23% | 00.0% | 不變 |
| WD Rutherford LLC | 1,095 | $46.0 萬 | 0.36% | −35−3.1% | 減碼 |
| XTX Topco Ltd | 1,094 | $46.0 萬 | 0.10% | +1,094 | 新進 |
| Edge Capital Group, LLC | 1,085 | $45.6 萬 | 0.03% | +103+10.5% | 加碼 |
| Woodward Diversified Capital, LLC | 1,085 | $45.6 萬 | 0.37% | −17−1.5% | 減碼 |
| Peterson Financial Group, Inc. | 1,081 | $45.4 萬 | 0.60% | −601−35.7% | 減碼 |
| CAPROCK Group, Inc. | 1,072 | $45.2 萬 | 0.04% | +178+19.9% | 加碼 |
| Unigestion Holding SA | 1,072 | $45.1 萬 | 0.02% | −530−33.1% | 減碼 |
| Blume Capital Management, Inc. | 1,072 | $45.1 萬 | 0.15% | +705+192.1% | 加碼 |
| Echo Street Capital Management LLC | 1,071 | $45.0 萬 | 0.00% | +306+40.0% | 加碼 |
| Family Firm, Inc. | 1,070 | $45.0 萬 | 0.13% | +5+0.5% | 加碼 |
| Nicolet Bankshares Inc | 1,065 | $44.8 萬 | 0.15% | −30−2.7% | 減碼 |
| Avantax Planning Partners, Inc. | 1,054 | $44.3 萬 | 0.02% | −140−11.7% | 減碼 |
| Allworth Financial LP | 1,037 | $43.6 萬 | 0.00% | +296+39.9% | 加碼 |
| Janney Capital Management LLC | 1,033 | $43.4 萬 | 0.03% | +1,033 | 新進 |
| Sunbelt Securities, Inc. | 1,030 | $43.3 萬 | 0.08% | −208−16.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,023 | $43.0 萬 | 0.08% | +232+29.3% | 加碼 |
| Alps Advisors Inc | 1,022 | $43.0 萬 | 0.00% | −7−0.7% | 減碼 |
| Cim Investment Mangement Inc | 1,021 | $42.9 萬 | 0.17% | −24−2.3% | 減碼 |
| Gofen & Glossberg LLC | 1,019 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 1,018 | $42.8 萬 | 0.00% | −5,152−83.5% | 減碼 |
| Cito Capital Group, LLC | 1,010 | $42.6 萬 | 0.23% | +10+1.0% | 加碼 |