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 |
|---|---|---|---|---|---|
| White Knight Strategic Wealth Advisors, LLC | 2,468 | $130.8 萬 | 1.64% | −30−1.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,472 | $131.0 萬 | 0.13% | +6+0.2% | 加碼 |
| Wealth Alliance | 2,472 | $131.1 萬 | 0.21% | +117+5.0% | 加碼 |
| Cypress Capital Group | 2,480 | $131.5 萬 | 0.20% | +20+0.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,487 | $131.8 萬 | 0.06% | −1,083−30.3% | 減碼 |
| Meeder Advisory Services, Inc. | 2,489 | $131.9 萬 | 0.15% | −44−1.7% | 減碼 |
| Morse Asset Management, Inc | 2,492 | $132.1 萬 | 0.45% | 00.0% | 不變 |
| Needham Investment Management LLC | 2,500 | $132.5 萬 | 0.23% | 00.0% | 不變 |
| Estate Counselors, LLC | 2,510 | $133.1 萬 | 0.18% | +2,510 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,520 | $133.6 萬 | 0.07% | −197−7.3% | 減碼 |
| Fiera Capital Corp | 2,540 | $134.7 萬 | 0.00% | −68−2.6% | 減碼 |
| LCNB Corp | 2,549 | $135.1 萬 | 0.61% | +72+2.9% | 加碼 |
| Sigma Planning Corp | 2,549 | $135.2 萬 | 0.04% | +125+5.2% | 加碼 |
| Pitcairn Co | 2,564 | $135.9 萬 | 0.12% | +87+3.5% | 加碼 |
| 180 Wealth Advisors, LLC | 2,574 | $136.5 萬 | 0.32% | +17+0.7% | 加碼 |
| Gradient Capital Advisors, LLC | 2,606 | $138.1 萬 | 0.59% | +79+3.1% | 加碼 |
| Bleakley Financial Group, LLC | 2,623 | $139.0 萬 | 0.05% | +147+5.9% | 加碼 |
| Sawtooth Solutions, LLC | 2,624 | $139.1 萬 | 0.04% | +1,191+83.1% | 加碼 |
| Everence Capital Management Inc | 2,633 | $139.6 萬 | 0.11% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 2,655 | $140.7 萬 | 0.19% | +1,799+210.2% | 加碼 |
| Paragon Advisors, LLC | 2,660 | $141.0 萬 | 0.48% | −8,240−75.6% | 減碼 |
| E Fund Management Co., Ltd. | 2,659 | $141.0 萬 | 0.10% | −3−0.1% | 減碼 |
| First Foundation Advisors | 2,669 | $141.5 萬 | 0.07% | +165+6.6% | 加碼 |
| Desjardins Global Asset Management Inc. | 2,675 | $141.8 萬 | 0.18% | +2,232+503.8% | 加碼 |
| Signature Wealth Management Group | 2,676 | $141.9 萬 | 0.67% | −706−20.9% | 減碼 |
| Trust Co of Oklahoma | 2,677 | $141.9 萬 | 0.56% | −20−0.7% | 減碼 |
| Nuance Investments, LLC | 2,698 | $143.0 萬 | 0.03% | −30,711−91.9% | 減碼 |
| Boston Private Wealth LLC | 2,717 | $144.0 萬 | 0.02% | −55−2.0% | 減碼 |
| Belpointe Asset Management LLC | 2,720 | $144.2 萬 | 0.08% | +111+4.3% | 加碼 |
| SRN Advisors, LLC | 2,730 | $145.1 萬 | 1.33% | +426+18.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,739 | $145.2 萬 | 0.29% | +842+44.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $145.8 萬 | 0.19% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 2,752 | $145.9 萬 | 0.57% | −29−1.0% | 減碼 |
| PFS Investments Inc. | 2,968 | $146.6 萬 | 0.03% | −11,656−79.7% | 減碼 |
| Regions Financial Corp | 2,766 | $146.6 萬 | 0.01% | +89+3.3% | 加碼 |
| Advisory Research Inc | 2,772 | $146.9 萬 | 0.24% | +15+0.5% | 加碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $147.5 萬 | 0.59% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 2,798 | $148.3 萬 | 0.09% | +16+0.6% | 加碼 |
| First Business Financial Services, Inc. | 2,800 | $148.4 萬 | 0.19% | +17+0.6% | 加碼 |
| BancorpSouth Bank | 2,803 | $148.6 萬 | 0.14% | +79+2.9% | 加碼 |
| Prelude Capital Management, LLC | 2,814 | $149.2 萬 | 0.10% | −6,857−70.9% | 減碼 |
| Hoey Investments, Inc | 2,825 | $149.8 萬 | 0.59% | −285−9.2% | 減碼 |
| Capital Advisors Inc | 2,837 | $150.4 萬 | 0.04% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,848 | $151.0 萬 | 0.07% | +181+6.8% | 加碼 |
| Calamos Wealth Management LLC | 2,854 | $151.3 萬 | 0.12% | −435−13.2% | 減碼 |
| Pearl River Capital, LLC | 2,858 | $151.5 萬 | 0.24% | −5,270−64.8% | 減碼 |
| Stokes Family Office, LLC | 2,870 | $152.1 萬 | 0.19% | +23+0.8% | 加碼 |
| Advisors Capital Management, LLC | 2,884 | $152.9 萬 | 0.04% | −183−6.0% | 減碼 |
| Davidson Capital Management Inc. | 2,890 | $153.2 萬 | 0.93% | +321+12.5% | 加碼 |
| Cetera Advisors LLC | 2,895 | $153.5 萬 | 0.03% | −482−14.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,908 | $154.2 萬 | 0.05% | −1,888−39.4% | 減碼 |
| Argent Trust Co | 2,930 | $155.3 萬 | 0.10% | +148+5.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,734 | $156.9 萬 | 0.03% | 00.0% | 不變 |
| Mission Wealth Management, LP | 2,965 | $157.2 萬 | 0.07% | +185+6.7% | 加碼 |
| Tower Bridge Advisors | 2,983 | $158.1 萬 | 0.13% | +1,025+52.3% | 加碼 |
| Johnson Financial Group, Inc. | 2,991 | $158.7 萬 | 0.11% | +252+9.2% | 加碼 |
| Atlas Capital Advisors LLC | 3,008 | $159.5 萬 | 0.25% | −20−0.7% | 減碼 |
| Exchange Capital Management, Inc. | 3,055 | $162.0 萬 | 0.33% | −6−0.2% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,091 | $163.9 萬 | 0.75% | −100−3.1% | 減碼 |
| Martin Capital Advisors, LLP | 3,093 | $164.0 萬 | 1.69% | −550−15.1% | 減碼 |
| Cutter & CO Brokerage, Inc. | 3,112 | $165.0 萬 | 0.51% | −33−1.0% | 減碼 |
| Moors & Cabot, Inc. | 3,133 | $166.1 萬 | 0.11% | −48−1.5% | 減碼 |
| Scott & Selber, Inc. | 3,147 | $166.8 萬 | 0.71% | +6+0.2% | 加碼 |
| Jackson Square Capital, LLC | 3,200 | $169.6 萬 | 0.76% | 00.0% | 不變 |
| Palouse Capital Management, Inc. | 3,233 | $171.4 萬 | 1.16% | −2,829−46.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,263 | $173.0 萬 | 0.43% | −26−0.8% | 減碼 |
| PFG Advisors | 3,277 | $173.7 萬 | 0.15% | −13−0.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 3,281 | $173.8 萬 | 0.38% | −561−14.6% | 減碼 |
| Synovus Financial Corp | 3,328 | $176.4 萬 | 0.02% | −31−0.9% | 減碼 |
| Stoneridge Investment Partners LLC | 3,354 | $177.8 萬 | 0.94% | −2,008−37.4% | 減碼 |
| Integrated Advisors Network LLC | 3,356 | $177.9 萬 | 0.11% | +245+7.9% | 加碼 |
| Oak Harvest Investment Services | 3,364 | $178.3 萬 | 0.41% | −28−0.8% | 減碼 |
| Bard Financial Services, Inc. | 3,375 | $178.9 萬 | 0.14% | −50−1.5% | 減碼 |
| Investment Management Corp of Ontario | 3,426 | $181.6 萬 | 0.08% | 00.0% | 不變 |
| Keybank National Association | 3,443 | $182.5 萬 | 0.01% | −91−2.6% | 減碼 |
| Greenleaf Trust | 3,447 | $182.7 萬 | 0.02% | +21+0.6% | 加碼 |
| Woodline Partners LP | 3,456 | $183.2 萬 | 0.03% | −60,521−94.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,460 | $183.4 萬 | 0.08% | −243−6.6% | 減碼 |
| Two Sigma Securities, LLC | 3,486 | $184.8 萬 | 0.15% | +3,486 | 新進 |
| Oak Associates, Ltd | 3,500 | $185.5 萬 | 0.15% | 00.0% | 不變 |
| Brown Advisory Inc | 3,500 | $185.5 萬 | 0.00% | +70+2.0% | 加碼 |
| G&S Capital LLC | 3,501 | $185.6 萬 | 0.82% | +3,501 | 新進 |
| Westhampton Capital, LLC | 3,518 | $186.5 萬 | 1.20% | +30+0.9% | 加碼 |
| Primoris Wealth Advisors, LLC | 3,537 | $187.5 萬 | 2.31% | −781−18.1% | 減碼 |
| CWM, LLC | 3,562 | $188.8 萬 | 0.01% | +980+38.0% | 加碼 |
| MV Capital Management, Inc. | 3,620 | $191.9 萬 | 0.27% | +43+1.2% | 加碼 |
| Joseph Group Capital Management | 3,622 | $192.0 萬 | 1.68% | +237+7.0% | 加碼 |
| Warther Private Wealth, LLC | 3,642 | $193.1 萬 | 1.47% | −3,938−52.0% | 減碼 |
| Wolverine Trading, LLC | 3,656 | $194.3 萬 | 0.06% | +3,656 | 新進 |
| Koss-Olinger Consulting, LLC | 3,669 | $194.5 萬 | 0.24% | +41+1.1% | 加碼 |
| Vestcor Inc | 3,676 | $194.9 萬 | 0.07% | −114−3.0% | 減碼 |
| Marshall Financial Group LLC | 3,679 | $195.0 萬 | 0.70% | −732−16.6% | 減碼 |
| MAI Capital Management | 3,689 | $195.5 萬 | 0.03% | −577−13.5% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,711 | $196.7 萬 | 0.30% | −245−6.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 4,003 | $199.0 萬 | 0.30% | +4,003 | 新進 |
| Trust Co of Vermont | 3,766 | $199.6 萬 | 0.14% | +925+32.6% | 加碼 |
| Squarepoint Ops LLC | 3,777 | $200.2 萬 | 0.01% | +2,759+271.0% | 加碼 |
| Integrated Wealth Concepts LLC | 3,784 | $200.6 萬 | 0.04% | +2,822+293.3% | 加碼 |
| Central Trust Co | 3,788 | $200.8 萬 | 0.06% | +245+6.9% | 加碼 |
| Symmetry Partners, LLC | 3,793 | $201.1 萬 | 0.11% | −1,081−22.2% | 減碼 |