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 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 3,795 | $201.2 萬 | 1.25% | +60+1.6% | 加碼 |
| Blair William & Co | 3,814 | $202.2 萬 | 0.01% | +605+18.9% | 加碼 |
| Matisse Capital | 3,822 | $202.6 萬 | 1.31% | +400+11.7% | 加碼 |
| Dana Investment Advisors, Inc. | 3,877 | $205.5 萬 | 0.10% | −22,963−85.6% | 減碼 |
| Empirical Finance, LLC | 3,901 | $206.8 萬 | 0.19% | +160+4.3% | 加碼 |
| Rodgers Brothers Inc. | 3,910 | $207.3 萬 | 0.40% | +250+6.8% | 加碼 |
| E&G Advisors, LP | 3,943 | $209.0 萬 | 0.77% | −20−0.5% | 減碼 |
| Nikulski Financial, Inc. | 3,947 | $209.2 萬 | 0.92% | +26+0.7% | 加碼 |
| Viking Fund Management LLC | 4,000 | $212.0 萬 | 0.41% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,005 | $212.3 萬 | 0.22% | +5+0.1% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 4,030 | $213.6 萬 | 0.14% | 00.0% | 不變 |
| Eagle Asset Management Inc | 4,032 | $213.7 萬 | 0.01% | +672+20.0% | 加碼 |
| Ballentine Partners, LLC | 4,061 | $215.3 萬 | 0.05% | +62+1.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,120 | $218.4 萬 | 0.04% | −263−6.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 4,136 | $219.2 萬 | 0.03% | +4,136 | 新進 |
| Fort Sheridan Advisors LLC | 4,138 | $219.4 萬 | 0.56% | +580+16.3% | 加碼 |
| Green Alpha Advisors, LLC | 4,141 | $219.5 萬 | 1.54% | +122+3.0% | 加碼 |
| Hoylecohen, LLC | 4,170 | $221.1 萬 | 0.21% | −100−2.3% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $222.7 萬 | 0.03% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 4,226 | $224.0 萬 | 1.29% | −138−3.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,242 | $224.9 萬 | 0.06% | −32−0.7% | 減碼 |
| Perigon Wealth Management, LLC | 4,255 | $225.6 萬 | 0.13% | −24−0.6% | 減碼 |
| Raymond James Trust N.A. | 4,278 | $226.7 萬 | 0.07% | +647+17.8% | 加碼 |
| Nomura Holdings Inc | 4,294 | $227.6 萬 | 0.02% | +4,294 | 新進 |
| Goodman Advisory Group, LLC | 4,295 | $227.7 萬 | 1.24% | +1,653+62.6% | 加碼 |
| TD Waterhouse Canada Inc. | 4,318 | $227.7 萬 | 0.02% | −627−12.7% | 減碼 |
| Aurora Investment Counsel | 4,300 | $228.0 萬 | 1.49% | −29−0.7% | 減碼 |
| Versor Investments LP | 4,302 | $228.1 萬 | 0.30% | +3,102+258.5% | 加碼 |
| Arkadios Wealth Advisors | 4,394 | $232.9 萬 | 0.28% | +104+2.4% | 加碼 |
| Balyasny Asset Management LLC | 4,438 | $235.3 萬 | 0.01% | +1,424+47.2% | 加碼 |
| Tiaa, FSB | 4,475 | $237.2 萬 | 0.01% | −1,567−25.9% | 減碼 |
| Pittenger & Anderson Inc | 4,527 | $240.0 萬 | 0.12% | −134−2.9% | 減碼 |
| F/M Investments LLC | 4,530 | $240.1 萬 | 2.42% | +187+4.3% | 加碼 |
| Groesbeck Investment Management Corp | 4,541 | $240.7 萬 | 3.61% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,545 | $240.9 萬 | 0.10% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 4,569 | $242.8 萬 | 0.21% | +4,569 | 新進 |
| Trustmark National Bank Trust Department | 4,601 | $243.9 萬 | 0.22% | −20−0.4% | 減碼 |
| Ostrum Asset Management | 4,608 | $244.3 萬 | 0.21% | +4,608 | 新進 |
| Mount Capital Ltd | 4,608 | $244.3 萬 | 0.96% | −238−4.9% | 減碼 |
| Midwest Professional Planners, LTD. | 4,610 | $244.4 萬 | 1.20% | +785+20.5% | 加碼 |
| Terra Nova Asset Management LLC | 4,697 | $249.0 萬 | 2.44% | +140+3.1% | 加碼 |
| Pacifica Partners Inc. | 5,112 | $251.4 萬 | 1.51% | −21−0.4% | 減碼 |
| Natixis | 4,747 | $251.6 萬 | 0.02% | −15,165−76.2% | 減碼 |
| GAM Holding AG | 4,774 | $253.1 萬 | 0.18% | +87+1.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,801 | $254.5 萬 | 0.21% | −108−2.2% | 減碼 |
| Empowered Funds, LLC | 4,827 | $255.9 萬 | 0.15% | +1,041+27.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,855 | $257.4 萬 | 0.07% | −14,174−74.5% | 減碼 |
| Harvest Volatility Management LLC | 4,848 | $257.6 萬 | 0.52% | −912−15.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,873 | $258.3 萬 | 0.06% | +329+7.2% | 加碼 |
| Verition Fund Management LLC | 4,925 | $261.1 萬 | 0.04% | +3,460+236.2% | 加碼 |
| Proficio Capital Partners LLC | 4,988 | $264.4 萬 | 0.42% | +4,451+828.9% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $265.0 萬 | 1.98% | 00.0% | 不變 |
| Zimmer Partners, LP | 5,000 | $265.1 萬 | 0.05% | +5,000 | 新進 |
| Intrust Bank NA | 5,001 | $265.1 萬 | 0.34% | +195+4.1% | 加碼 |
| Taika Capital, LP | 5,225 | $277.0 萬 | 1.32% | +5,225 | 新進 |
| Strategic Financial Services, Inc, | 5,268 | $279.3 萬 | 0.22% | −270−4.9% | 減碼 |
| Metis Global Partners, LLC | 5,269 | $279.3 萬 | 0.18% | +1,388+35.8% | 加碼 |
| Kingsview Wealth Management, LLC | 5,299 | $280.9 萬 | 0.12% | +529+11.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,304 | $281.2 萬 | 0.25% | +256+5.1% | 加碼 |
| Malaga Cove Capital, LLC | 5,311 | $281.5 萬 | 1.39% | −61−1.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,328 | $282.5 萬 | 0.05% | +4,022+308.0% | 加碼 |
| Banque Cantonale Vaudoise | 5,339 | $282.9 萬 | 0.14% | −943−15.0% | 減碼 |
| Royal Fund Management, LLC | 5,402 | $286.4 萬 | 0.43% | −450−7.7% | 減碼 |
| Pathstone Family Office, LLC | 5,297 | $290.4 萬 | 0.05% | −2,756−34.2% | 減碼 |
| Twin Capital Management Inc | 5,563 | $294.9 萬 | 0.40% | −1,011−15.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,570 | $295.3 萬 | 0.28% | −4−0.1% | 減碼 |
| TKG Advisors, LLC | 5,584 | $296.0 萬 | 1.84% | +5,584 | 新進 |
| Hennessy Advisors Inc | 5,607 | $297.2 萬 | 0.22% | +87+1.6% | 加碼 |
| United Fire Group Inc | 5,625 | $298.2 萬 | 1.87% | 00.0% | 不變 |
| Cinctive Capital Management LP | 5,680 | $301.1 萬 | 0.11% | −4,661−45.1% | 減碼 |
| Kinneret Advisory, LLC | 5,680 | $303.1 萬 | 0.39% | −305−5.1% | 減碼 |
| Bristlecone Advisors, LLC | 5,751 | $304.9 萬 | 0.33% | +178+3.2% | 加碼 |
| Tru Independence Asset Management 2, LLC | 5,813 | $308.2 萬 | 3.10% | +5,813 | 新進 |
| Roanoke Asset Management Corp | 5,825 | $308.8 萬 | 1.32% | −5−0.1% | 減碼 |
| Brinker Capital Investments, LLC | 5,927 | $314.2 萬 | 0.04% | +2,204+59.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,927 | $314.2 萬 | 0.04% | +4,658+367.1% | 加碼 |
| V Wealth Advisors LLC | 6,021 | $319.2 萬 | 0.60% | −34−0.6% | 減碼 |
| Metropolitan Life Insurance Co | 6,036 | $320.0 萬 | 0.16% | −1,533−20.3% | 減碼 |
| American Trust Investment Advisors, LLC | 6,048 | $320.6 萬 | 1.93% | +10+0.2% | 加碼 |
| Whittier Trust Co | 6,070 | $321.8 萬 | 0.06% | −1,342−18.1% | 減碼 |
| Monetary Management Group Inc | 6,081 | $322.4 萬 | 0.95% | 00.0% | 不變 |
| Sepio Capital, LP | 6,138 | $325.4 萬 | 0.30% | +142+2.4% | 加碼 |
| Advisor Partners II, LLC | 6,222 | $329.9 萬 | 0.18% | +405+7.0% | 加碼 |
| River Wealth Advisors LLC | 6,247 | $331.2 萬 | 0.60% | +1,441+30.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,250 | $331.3 萬 | 0.13% | +400+6.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,290 | $333.4 萬 | 0.05% | +765+13.8% | 加碼 |
| New Mexico Educational Retirement Board | 6,293 | $333.6 萬 | 0.17% | −200−3.1% | 減碼 |
| Charter Trust Co | 6,314 | $334.7 萬 | 0.27% | −329−5.0% | 減碼 |
| Toroso Investments, LLC | 6,318 | $334.9 萬 | 0.11% | +377+6.3% | 加碼 |
| Azzad Asset Management Inc | 6,341 | $336.1 萬 | 0.48% | +683+12.1% | 加碼 |
| Advisors Asset Management, Inc. | 6,357 | $337.0 萬 | 0.07% | −1,345−17.5% | 減碼 |
| Ergoteles LLC | 6,393 | $338.9 萬 | 0.13% | +6,393 | 新進 |
| Prime Capital Investment Advisors, LLC | 6,415 | $340.1 萬 | 0.14% | −12,674−66.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 6,587 | $349.2 萬 | 0.12% | 00.0% | 不變 |
| Moore Capital Management, LP | 6,600 | $349.9 萬 | 0.11% | +6,600 | 新進 |
| NewSquare Capital LLC | 6,616 | $350.7 萬 | 0.41% | +6,613+220,433.3% | 加碼 |
| Quantinno Capital Management LP | 6,620 | $350.9 萬 | 0.23% | −50−0.7% | 減碼 |
| Veritable, L.P. | 6,620 | $350.9 萬 | 0.06% | +569+9.4% | 加碼 |
| Gunderson Capital Management Inc. | 6,653 | $352.7 萬 | 2.62% | +6,653 | 新進 |
| New Potomac Partners, LLC | 6,710 | $355.7 萬 | 2.47% | −17−0.3% | 減碼 |