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。
2023 年第 1 季 13F 持有人
Lam Research Corp 在 2023/3/31 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
- 1,366
- 較 2022 年第 4 季 +46 家
- 持有股數
- 1.17 億
- 較 2022 年第 4 季 +438.9 萬 (+3.9%)
- 總市值
- $604.5 億
- 較 2022 年第 4 季 +$129.9 億 (+27.4%)
- 新進機構
- 169
- 另有 474 家加碼
- 清倉機構
- 123
- 另有 491 家減碼
另有 27 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Matthews International Capital Management LLC | 6,739 | $357.2 萬 | 0.36% | +6,739 | 新進 |
| Private Advisor Group, LLC | 6,750 | $357.8 萬 | 0.03% | −653−8.8% | 減碼 |
| Siemens Fonds Invest GmbH | 6,755 | $358.1 萬 | 0.38% | −29−0.4% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,973 | $369.7 萬 | 0.59% | +162+2.4% | 加碼 |
| PDT Partners, LLC | 7,000 | $371.1 萬 | 0.50% | +4,600+191.7% | 加碼 |
| Commerce Bank | 7,085 | $375.6 萬 | 0.03% | +174+2.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,114 | $377.9 萬 | 0.40% | 00.0% | 不變 |
| Fred Alger Management, LLC | 7,234 | $383.5 萬 | 0.02% | +4,282+145.1% | 加碼 |
| Marshall & Sullivan Inc | 7,481 | $396.6 萬 | 2.40% | +183+2.5% | 加碼 |
| Institute for Wealth Management, LLC. | 7,532 | $399.3 萬 | 0.78% | −14−0.2% | 減碼 |
| TD Private Client Wealth LLC | 7,539 | $400.0 萬 | 0.18% | +1,932+34.5% | 加碼 |
| Rench Wealth Management, Inc. | 7,669 | $406.5 萬 | 1.95% | +392+5.4% | 加碼 |
| Wealthfront Advisers LLC | 7,693 | $407.8 萬 | 0.02% | +1,011+15.1% | 加碼 |
| Kempen Capital Management N.V. | 7,809 | $414.0 萬 | 0.08% | +144+1.9% | 加碼 |
| Cary Street Partners Asset Management LLC | 7,813 | $414.2 萬 | 0.78% | +598+8.3% | 加碼 |
| Harbour Capital Advisors, LLC | 7,830 | $414.7 萬 | 1.25% | −1,325−14.5% | 減碼 |
| Brighton Jones LLC | 7,960 | $422.0 萬 | 0.24% | +77+1.0% | 加碼 |
| AE Wealth Management LLC | 8,040 | $426.2 萬 | 0.03% | −4,658−36.7% | 減碼 |
| Shell Asset Management Co | 8,089 | $428.8 萬 | 0.18% | +2,023+33.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 8,100 | $429.4 萬 | 1.24% | −970−10.7% | 減碼 |
| Acadian Asset Management LLC | 8,111 | $429.7 萬 | 0.02% | −1,193−12.8% | 減碼 |
| Heron Bay Capital Management | 8,139 | $431.5 萬 | 1.68% | +279+3.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 8,182 | $433.8 萬 | 0.12% | −165−2.0% | 減碼 |
| Bailard, Inc. | 8,187 | $434.0 萬 | 0.16% | +304+3.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,327 | $442.7 萬 | 0.07% | +180+2.2% | 加碼 |
| Farmers Trust Co | 8,357 | $443.0 萬 | 0.98% | −32−0.4% | 減碼 |
| Naples Global Advisors, LLC | 8,339 | $443.5 萬 | 0.55% | +41+0.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 8,395 | $445.0 萬 | 0.05% | −10,000−54.4% | 減碼 |
| Abn Amro Investment Solutions | 8,606 | $456.2 萬 | 0.09% | +8,606 | 新進 |
| HB Wealth Management, LLC | 8,610 | $456.4 萬 | 0.08% | +3,848+80.8% | 加碼 |
| CenterBook Partners LP | 8,659 | $459.0 萬 | 0.65% | +2,165+33.3% | 加碼 |
| Taylor Hoffman Wealth Management | 8,773 | $465.1 萬 | 2.55% | −82−0.9% | 減碼 |
| Financial Partners Group, LLC | 8,790 | $466.0 萬 | 2.44% | 00.0% | 不變 |
| McBroom & Associates, LLC | 8,866 | $470.0 萬 | 4.20% | +735+9.0% | 加碼 |
| Employees Retirement System of Texas | 8,881 | $470.8 萬 | 0.07% | +8,881 | 新進 |
| First Citizens Bank & Trust Co | 8,891 | $471.3 萬 | 0.09% | +1,986+28.8% | 加碼 |
| Industrial Alliance Investment Management Inc. | 8,940 | $473.9 萬 | 0.13% | −6,469−42.0% | 減碼 |
| Insight Wealth Strategies, LLC | 9,178 | $486.5 萬 | 0.95% | +23+0.3% | 加碼 |
| Ziegler Capital Management, LLC | 9,202 | $487.8 萬 | 0.19% | −168−1.8% | 減碼 |
| Cetera Advisor Networks LLC | 9,304 | $493.2 萬 | 0.04% | −10−0.1% | 減碼 |
| GWM Advisors LLC | 9,328 | $494.5 萬 | 0.06% | +1,820+24.2% | 加碼 |
| Bank of Nova Scotia | 9,369 | $496.6 萬 | 0.01% | −33,817−78.3% | 減碼 |
| Sustainable Insight Capital Management, LLC | 9,376 | $497.0 萬 | 4.99% | +9,376 | 新進 |
| L & S Advisors Inc | 9,394 | $498.0 萬 | 0.70% | +5,672+152.4% | 加碼 |
| Carret Asset Management, LLC | 9,456 | $501.3 萬 | 0.70% | −90−0.9% | 減碼 |
| Horizon Investment Services, LLC | 9,475 | $502.3 萬 | 3.22% | −150−1.6% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 9,482 | $502.7 萬 | 0.03% | −1,606−14.5% | 減碼 |
| Hohimer Wealth Management, LLC | 9,488 | $503.0 萬 | 1.46% | +2,593+37.6% | 加碼 |
| KWMG, LLC | 9,496 | $503.4 萬 | 0.68% | +204+2.2% | 加碼 |
| Conning Inc. | 9,547 | $506.1 萬 | 0.17% | −1,373−12.6% | 減碼 |
| PGGM Investments | 9,580 | $507.9 萬 | 0.09% | +519+5.7% | 加碼 |
| D.A. Davidson & Co. | 9,675 | $513.4 萬 | 0.06% | −415−4.1% | 減碼 |
| Kestra Advisory Services, LLC | 9,697 | $514.1 萬 | 0.06% | −2,497−20.5% | 減碼 |
| Cullinan Associates Inc | 9,700 | $514.2 萬 | 0.30% | 00.0% | 不變 |
| Heritage Trust Co | 9,737 | $516.2 萬 | 0.81% | +115+1.2% | 加碼 |
| Financial Counselors Inc | 9,775 | $518.2 萬 | 0.11% | +104+1.1% | 加碼 |
| Summit Street Capital Management, LLC | 9,787 | $518.8 萬 | 2.76% | +2,466+33.7% | 加碼 |
| CCM Investment Advisers LLC | 9,828 | $521.0 萬 | 0.74% | −510−4.9% | 減碼 |
| Chartwell Investment Partners, LLC | 9,845 | $521.9 萬 | 0.20% | −5,344−35.2% | 減碼 |
| Level Four Advisory Services, LLC | 9,863 | $522.9 萬 | 0.34% | +55+0.6% | 加碼 |
| Guinness Atkinson Asset Management Inc | 9,886 | $524.1 萬 | 2.96% | −209−2.1% | 減碼 |
| Fiduciary Trust Co | 9,932 | $526.5 萬 | 0.10% | −10.0% | 減碼 |
| Silvant Capital Management LLC | 9,945 | $528.9 萬 | 0.34% | 00.0% | 不變 |
| Sora Investors LLC | 10,000 | $530.1 萬 | 1.46% | +10,000 | 新進 |
| Aviance Capital Partners, LLC | 10,015 | $530.9 萬 | 1.18% | +21+0.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,149 | $538.0 萬 | 0.73% | −45−0.4% | 減碼 |
| Omers Administration Corp | 10,163 | $538.8 萬 | 0.08% | 00.0% | 不變 |
| Prudential PLC | 10,166 | $538.9 萬 | 0.06% | −604−5.6% | 減碼 |
| Sitrin Capital Management LLC | 10,221 | $541.8 萬 | 3.28% | −87−0.8% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 10,225 | $542.0 萬 | 0.84% | 00.0% | 不變 |
| Atria Investments LLC | 10,264 | $544.1 萬 | 0.10% | +2,774+37.0% | 加碼 |
| Steel Peak Wealth Management LLC | 10,234 | $544.2 萬 | 0.37% | −431−4.0% | 減碼 |
| CX Institutional | 10,476 | $548.4 萬 | 0.29% | +10,476 | 新進 |
| Baldwin Investment Management, LLC | 10,384 | $550.5 萬 | 0.98% | −52−0.5% | 減碼 |
| MML Investors Services, LLC | 10,453 | $554.1 萬 | 0.04% | −836−7.4% | 減碼 |
| SG Americas Securities, LLC | 10,505 | $556.9 萬 | 0.07% | +1,203+12.9% | 加碼 |
| Norinchukin Bank, The | 10,549 | $559.2 萬 | 0.11% | +176+1.7% | 加碼 |
| Fusion Capital, LLC | 10,556 | $559.6 萬 | 3.20% | −28−0.3% | 減碼 |
| King Luther Capital Management Corp | 10,567 | $560.2 萬 | 0.03% | +320+3.1% | 加碼 |
| PEAK6 Investments LLC | 10,605 | $562.2 萬 | 0.36% | +10,603+530,150.0% | 加碼 |
| Violich Capital Management, Inc. | 10,625 | $563.3 萬 | 0.96% | 00.0% | 不變 |
| Kentucky Retirement Systems | 10,669 | $565.6 萬 | 0.21% | −100−0.9% | 減碼 |
| Maryland State Retirement & Pension System | 10,675 | $565.9 萬 | 0.13% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 10,691 | $566.8 萬 | 0.70% | +10,691 | 新進 |
| Ethic Inc. | 10,726 | $568.6 萬 | 0.23% | +3,209+42.7% | 加碼 |
| Nilsine Partners, LLC | 10,840 | $574.7 萬 | 0.90% | +10,840 | 新進 |
| Lathrop Investment Management Corp | 10,840 | $574.7 萬 | 1.22% | −53−0.5% | 減碼 |
| Bokf, NA | 10,848 | $575.1 萬 | 0.12% | −4,511−29.4% | 減碼 |
| Gateway Investment Advisers LLC | 10,858 | $575.6 萬 | 0.07% | −1,451−11.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 10,889 | $577.2 萬 | 0.18% | +284+2.7% | 加碼 |
| Systematic Alpha Investments, LLC | 10,889 | $577.2 萬 | 0.30% | 00.0% | 不變 |
| Winmill & Co. Inc | 10,900 | $577.8 萬 | 2.15% | 00.0% | 不變 |
| JustInvest LLC | 11,003 | $582.2 萬 | 0.20% | +2,092+23.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,012 | $583.8 萬 | 0.11% | +124+1.1% | 加碼 |
| Laffer Tengler Investments | 11,414 | $605.1 萬 | 1.64% | +605+5.6% | 加碼 |
| Hartford Investment Management Co | 11,443 | $606.6 萬 | 0.21% | +1,481+14.9% | 加碼 |
| Securian Asset Management, Inc | 11,568 | $613.2 萬 | 0.16% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 11,570 | $613.4 萬 | 0.14% | +2,832+32.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 11,612 | $615.6 萬 | 0.04% | −99,040−89.5% | 減碼 |
| Northwest Bancshares, Inc. | 11,707 | $620.6 萬 | 1.20% | −92−0.8% | 減碼 |