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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 1,124 | $59.6 萬 | 0.09% | −2,066−64.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,128 | $59.8 萬 | 0.04% | −105−8.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,139 | $60.4 萬 | 0.08% | +158+16.1% | 加碼 |
| JT Stratford LLC | 1,145 | $60.7 萬 | 0.17% | +184+19.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,146 | $60.8 萬 | 0.06% | −100−8.0% | 減碼 |
| Veracity Capital LLC | 1,154 | $61.2 萬 | 0.28% | +398+52.6% | 加碼 |
| Alpha Family Trust | 1,155 | $61.2 萬 | 0.48% | +155+15.5% | 加碼 |
| Axxcess Wealth Management, LLC | 1,166 | $61.8 萬 | 0.05% | +38+3.4% | 加碼 |
| WR Wealth Planners, LLC | 1,179 | $62.5 萬 | 0.27% | +1,179 | 新進 |
| Oakworth Capital, Inc. | 1,181 | $62.6 萬 | 0.06% | 00.0% | 不變 |
| Scotia Capital Inc. | 1,181 | $62.6 萬 | 0.00% | −676−36.4% | 減碼 |
| Avantax Planning Partners, Inc. | 1,185 | $62.8 萬 | 0.03% | +131+12.4% | 加碼 |
| WD Rutherford LLC | 1,195 | $63.3 萬 | 0.45% | +100+9.1% | 加碼 |
| Magnetar Financial LLC | 1,199 | $63.6 萬 | 0.01% | −155−11.4% | 減碼 |
| Two Sigma Investments, LP | 1,200 | $63.6 萬 | 0.00% | −20,356−94.4% | 減碼 |
| American State Bank (Iowa) | 1,200 | $63.6 萬 | 0.46% | 00.0% | 不變 |
| Citizens Financial Group Inc | 1,197 | $63.7 萬 | 0.02% | −311−20.6% | 減碼 |
| V-Square Quantitative Management LLC | 1,204 | $63.8 萬 | 0.59% | +1,204 | 新進 |
| Joel Isaacson & Co., LLC | 1,205 | $63.9 萬 | 0.05% | 00.0% | 不變 |
| Mather Group, LLC. | 1,215 | $64.4 萬 | 0.01% | −1,695−58.2% | 減碼 |
| Cipher Capital LP | 1,224 | $64.9 萬 | 0.12% | −2,309−65.4% | 減碼 |
| Davis Selected Advisers | 1,228 | $65.1 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,229 | $65.2 萬 | 0.07% | +1,193+3,313.9% | 加碼 |
| Columbia Asset Management | 1,230 | $65.2 萬 | 0.15% | 00.0% | 不變 |
| Carr Financial Group Corp | 1,247 | $66.3 萬 | 0.29% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,258 | $66.7 萬 | 0.02% | +98+8.4% | 加碼 |
| Herold Advisors, Inc. | 1,260 | $66.8 萬 | 0.23% | +1,260 | 新進 |
| Legacy Capital Group California, Inc. | 1,262 | $66.9 萬 | 0.33% | +1,262 | 新進 |
| Albert D Mason Inc | 1,266 | $67.1 萬 | 0.47% | +67+5.6% | 加碼 |
| Wedbush Securities Inc | 1,272 | $67.4 萬 | 0.03% | −179−12.3% | 減碼 |
| AtlasMark Financial, Inc | 1,300 | $68.9 萬 | 0.90% | +1,300 | 新進 |
| First Commonwealth Financial Corp | 1,309 | $69.4 萬 | 0.25% | −144−9.9% | 減碼 |
| Investors Research Corp | 1,321 | $70.0 萬 | 0.18% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 1,322 | $70.1 萬 | 0.38% | +1+0.1% | 加碼 |
| Retirement Guys Formula LLC | 1,326 | $70.3 萬 | 0.50% | −39−2.9% | 減碼 |
| AIA Group Ltd | 1,328 | $70.4 萬 | 0.04% | −239−15.3% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,329 | $70.5 萬 | 0.37% | −8−0.6% | 減碼 |
| Qtron Investments LLC | 1,331 | $70.6 萬 | 0.15% | +80+6.4% | 加碼 |
| Regal Investment Advisors LLC | 1,341 | $71.1 萬 | 0.06% | +432+47.5% | 加碼 |
| Strong Tower Advisory Services | 1,341 | $71.1 萬 | 0.37% | +50+3.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 1,345 | $71.3 萬 | 0.12% | 00.0% | 不變 |
| Capital Group Private Client Services, Inc. | 1,347 | $71.4 萬 | 0.01% | −11,590−89.6% | 減碼 |
| Mechanics Bank Trust Department | 1,350 | $71.6 萬 | 0.12% | −252−15.7% | 減碼 |
| Power Corp of Canada | 1,428 | $71.7 萬 | 0.08% | +714+100.0% | 加碼 |
| ETF Managers Group, LLC | 1,353 | $71.7 萬 | 0.02% | +20+1.5% | 加碼 |
| Clear Creek Financial Management, LLC | 1,355 | $71.8 萬 | 0.14% | +57+4.4% | 加碼 |
| Buckley Wealth Management, LLC | 1,371 | $72.7 萬 | 0.27% | −179−11.5% | 減碼 |
| Montag A & Associates Inc | 1,367 | $72.7 萬 | 0.05% | 00.0% | 不變 |
| Little House Capital LLC | 1,393 | $73.8 萬 | 0.35% | −312−18.3% | 減碼 |
| Stelac Advisory Services LLC | 1,395 | $74.0 萬 | 0.32% | −4−0.3% | 減碼 |
| Exos TFP Holdings LLC | 1,405 | $74.5 萬 | 0.19% | +778+124.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,424 | $75.5 萬 | 0.03% | −113−7.4% | 減碼 |
| Texas Capital Bancshares Inc | 1,435 | $76.1 萬 | 0.48% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 1,446 | $76.7 萬 | 0.39% | 00.0% | 不變 |
| KRS Capital Management, LLC | 1,448 | $76.8 萬 | 0.86% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,453 | $77.0 萬 | 0.03% | +49+3.5% | 加碼 |
| Moody National Bank Trust Division | 1,462 | $77.5 萬 | 0.07% | 00.0% | 不變 |
| Bedell Frazier Investment Counseling, LLC | 1,473 | $78.1 萬 | 0.23% | 00.0% | 不變 |
| Change Path, LLC | 1,474 | $78.1 萬 | 0.04% | −43−2.8% | 減碼 |
| CAPROCK Group, Inc. | 1,474 | $78.4 萬 | 0.06% | +402+37.5% | 加碼 |
| Wade G W & Inc | 1,496 | $79.3 萬 | 0.03% | −42−2.7% | 減碼 |
| Abundance Wealth Counselors | 1,498 | $79.4 萬 | 0.20% | +1,498 | 新進 |
| Cohen Klingenstein LLC | 1,500 | $79.5 萬 | 0.04% | 00.0% | 不變 |
| STF Management LP | 1,520 | $80.6 萬 | 0.54% | +612+67.4% | 加碼 |
| Clearstead Advisors, LLC | 1,528 | $81.0 萬 | 0.06% | +56+3.8% | 加碼 |
| Rehmann Capital Advisory Group | 1,528 | $81.0 萬 | 0.08% | +25+1.7% | 加碼 |
| Community Bank, N.A. | 1,531 | $81.2 萬 | 0.11% | +331+27.6% | 加碼 |
| Smithfield Trust Co | 1,527 | $81.2 萬 | 0.05% | −318−17.2% | 減碼 |
| Johnson Investment Counsel Inc | 1,541 | $81.7 萬 | 0.01% | +61+4.1% | 加碼 |
| Vise Technologies, Inc. | 1,543 | $81.8 萬 | 0.22% | +592+62.3% | 加碼 |
| Quantamental Technologies LLC | 1,554 | $82.4 萬 | 0.44% | +1,554 | 新進 |
| MBM Wealth Consultants, LLC | 1,407 | $82.5 萬 | 0.35% | 00.0% | 不變 |
| Jag Capital Management, LLC | 1,558 | $82.6 萬 | 0.11% | +51+3.4% | 加碼 |
| Trust Asset Management LLC | 1,558 | $82.6 萬 | 0.09% | −13−0.8% | 減碼 |
| CFO4Life Group, LLC | 1,570 | $83.2 萬 | 0.19% | +48+3.2% | 加碼 |
| Alera Investment Advisors, LLC | 1,573 | $83.4 萬 | 0.19% | +17+1.1% | 加碼 |
| Eqis Capital Management, Inc. | 1,581 | $83.8 萬 | 0.09% | −8−0.5% | 減碼 |
| Clarius Group, LLC | 1,586 | $84.1 萬 | 0.07% | +17+1.1% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,586 | $84.1 萬 | 0.29% | +10+0.6% | 加碼 |
| Salomon & Ludwin, LLC | 1,587 | $84.1 萬 | 0.10% | 00.0% | 不變 |
| Lazard Asset Management LLC | 1,599 | $84.7 萬 | 0.00% | −235−12.8% | 減碼 |
| Delphia (USA) Inc. | 1,603 | $85.0 萬 | 1.04% | −51−3.1% | 減碼 |
| Financial Advisory Corp | 1,606 | $85.1 萬 | 0.41% | −48−2.9% | 減碼 |
| Glen Eagle Advisors, LLC | 1,608 | $85.2 萬 | 0.21% | −15−0.9% | 減碼 |
| FDx Advisors, Inc. | 2,040 | $85.7 萬 | 0.04% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,616 | $85.9 萬 | 0.14% | +586+56.9% | 加碼 |
| Nicholas Investment Partners, LP | 1,629 | $86.4 萬 | 0.07% | −3,392−67.6% | 減碼 |
| Peapack Gladstone Financial Corp | 1,806 | $86.9 萬 | 0.02% | +55+3.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 1,640 | $86.9 萬 | 0.09% | 00.0% | 不變 |
| Cigna Investments Inc | 1,642 | $87.0 萬 | 0.17% | −56−3.3% | 減碼 |
| Centennial Bank | 1,646 | $87.3 萬 | 0.57% | −504−23.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,641 | $87.3 萬 | 0.07% | +3+0.2% | 加碼 |
| Independent Advisor Alliance | 1,647 | $87.3 萬 | 0.04% | +1,647 | 新進 |
| Legacy Wealth Asset Management, LLC | 1,669 | $88.5 萬 | 0.32% | −21−1.2% | 減碼 |
| Lincoln National Corp | 1,674 | $88.7 萬 | 0.02% | −3−0.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,694 | $89.8 萬 | 0.04% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,699 | $90.1 萬 | 0.00% | −10−0.6% | 減碼 |
| McDaniel Terry & Co | 1,705 | $90.4 萬 | 0.10% | −6−0.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,709 | $90.6 萬 | 0.19% | +1,709 | 新進 |
| Wahed Invest LLC | 1,712 | $90.8 萬 | 0.39% | −45−2.6% | 減碼 |