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 |
|---|---|---|---|---|---|
| Lifestyle Asset Management, Inc. | 2,199 | $116.6 萬 | 0.78% | +118+5.7% | 加碼 |
| Cloverfields Capital Group, LP | 2,183 | $115.7 萬 | 0.35% | +1,028+89.0% | 加碼 |
| Signaturefd, LLC | 2,153 | $114.1 萬 | 0.03% | +24+1.1% | 加碼 |
| Apollon Wealth Management, LLC | 2,139 | $113.4 萬 | 0.07% | −49−2.2% | 減碼 |
| Independent Financial Group, LLC | 2,127 | $112.8 萬 | 0.09% | −160−7.0% | 減碼 |
| Tealwood Asset Management Inc | 2,126 | $112.7 萬 | 0.57% | −65−3.0% | 減碼 |
| Private Trust Co NA | 2,125 | $112.7 萬 | 0.15% | +70+3.4% | 加碼 |
| Perpetual Ltd | 2,123 | $112.5 萬 | 0.01% | +2,123 | 新進 |
| Stiles Financial Services Inc | 2,121 | $112.4 萬 | 0.60% | +670+46.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,122 | $112.4 萬 | 0.25% | +598+39.2% | 加碼 |
| First Hawaiian Bank | 2,105 | $111.6 萬 | 0.04% | +1,377+189.1% | 加碼 |
| Oppenheimer & Co Inc | 2,101 | $111.4 萬 | 0.02% | +2,101 | 新進 |
| WSFS Capital Management, LLC | 2,085 | $110.5 萬 | 0.12% | +423+25.5% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,070 | $109.7 萬 | 0.38% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 2,050 | $108.7 萬 | 0.04% | −27−1.3% | 減碼 |
| Keudell/Morrison Wealth Management | 2,048 | $108.6 萬 | 0.32% | −128−5.9% | 減碼 |
| Greenup Street Wealth Management LLC | 2,030 | $107.6 萬 | 0.38% | +50+2.5% | 加碼 |
| First Horizon Advisors, Inc. | 2,028 | $107.5 萬 | 0.04% | −474−18.9% | 減碼 |
| Benchmark Investment Advisors LLC | 2,023 | $107.2 萬 | 1.10% | −40−1.9% | 減碼 |
| Ritholtz Wealth Management | 2,016 | $106.9 萬 | 0.05% | +197+10.8% | 加碼 |
| Leavell Investment Management, Inc. | 2,000 | $106.4 萬 | 0.08% | 00.0% | 不變 |
| Bay Rivers Group | 2,002 | $106.1 萬 | 0.93% | −3−0.1% | 減碼 |
| Empower Advisory Group, LLC | 2,030 | $105.9 萬 | 0.00% | +2,030 | 新進 |
| Leelyn Smith, LLC | 1,985 | $105.2 萬 | 0.27% | −35−1.7% | 減碼 |
| Lake Street Financial LLC | 1,983 | $105.1 萬 | 0.20% | −311−13.6% | 減碼 |
| Corton Capital Inc. | 1,967 | $104.3 萬 | 0.72% | +171+9.5% | 加碼 |
| Phraction Management LLC | 1,953 | $103.5 萬 | 0.59% | +9+0.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,943 | $103.0 萬 | 0.15% | +53+2.8% | 加碼 |
| Apriem Advisors | 1,941 | $102.9 萬 | 0.16% | −35−1.8% | 減碼 |
| Exchange Traded Concepts, LLC | 1,939 | $102.8 萬 | 0.03% | +102+5.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,933 | $102.5 萬 | 0.17% | +288+17.5% | 加碼 |
| Schechter Investment Advisors, LLC | 1,930 | $102.3 萬 | 0.09% | −6−0.3% | 減碼 |
| Credit Agricole S A | 1,916 | $101.6 萬 | 0.04% | −260−11.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 1,907 | $101.1 萬 | 0.05% | −21,057−91.7% | 減碼 |
| Eads & Heald Wealth Management | 1,901 | $100.8 萬 | 0.50% | −89−4.5% | 減碼 |
| Kistler-Tiffany Companies, LLC | 1,900 | $100.7 萬 | 0.19% | +26+1.4% | 加碼 |
| Engineers Gate Manager LP | 1,871 | $99.2 萬 | 0.04% | +153+8.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,869 | $99.1 萬 | 0.09% | +438+30.6% | 加碼 |
| Affinity Investment Advisors, LLC | 1,861 | $98.7 萬 | 0.53% | −10−0.5% | 減碼 |
| Tradition Wealth Management, LLC | 1,860 | $98.6 萬 | 0.12% | +1,842+10,233.3% | 加碼 |
| Quadrant Capital Group LLC | 1,859 | $98.6 萬 | 0.10% | +70+3.9% | 加碼 |
| Amica Retiree Medical Trust | 1,857 | $98.4 萬 | 1.04% | +644+53.1% | 加碼 |
| Capital Investment Counsel, Inc | 1,845 | $97.8 萬 | 0.22% | 00.0% | 不變 |
| Arjuna Capital | 1,844 | $97.8 萬 | 0.38% | +1,844 | 新進 |
| Fund Management at Engine No. 1 LLC | 1,836 | $97.3 萬 | 0.20% | +334+22.2% | 加碼 |
| Tocqueville Asset Management L.P. | 1,835 | $97.3 萬 | 0.02% | 00.0% | 不變 |
| Intellectus Partners, LLC | 1,826 | $97.1 萬 | 0.31% | +130+7.7% | 加碼 |
| Alta Wealth Advisors LLC | 1,827 | $96.9 萬 | 0.61% | +112+6.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 1,826 | $96.8 萬 | 0.08% | −23−1.2% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,819 | $96.4 萬 | 0.23% | −27−1.5% | 減碼 |
| Avantax Advisory Services, Inc. | 1,790 | $94.9 萬 | 0.01% | +44+2.5% | 加碼 |
| Proequities, Inc. | 1,778 | $94.6 萬 | 0.07% | +71+4.2% | 加碼 |
| NVWM, LLC | 1,777 | $94.5 萬 | 0.32% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 1,775 | $94.1 萬 | 0.24% | −5−0.3% | 減碼 |
| Diversified Trust Co | 1,775 | $94.1 萬 | 0.04% | +60+3.5% | 加碼 |
| PFG Investments, LLC | 1,761 | $93.3 萬 | 0.19% | +1,761 | 新進 |
| Balentine LLC | 1,759 | $93.2 萬 | 0.03% | −58−3.2% | 減碼 |
| Middleton & Co Inc | 1,758 | $93.2 萬 | 0.13% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,755 | $93.0 萬 | 0.04% | −3,479−66.5% | 減碼 |
| Knowledge Leaders Capital, LLC | 1,751 | $92.8 萬 | 1.23% | −52−2.9% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $92.4 萬 | 0.21% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 1,733 | $91.9 萬 | 0.26% | −20−1.1% | 減碼 |
| Checchi Capital Advisers, LLC | 1,732 | $91.8 萬 | 0.09% | −3−0.2% | 減碼 |
| Cresset Asset Management, LLC | 1,707 | $90.8 萬 | 0.02% | +28+1.7% | 加碼 |
| Ibex Wealth Advisors | 1,712 | $90.8 萬 | 0.24% | −125−6.8% | 減碼 |
| Wahed Invest LLC | 1,712 | $90.8 萬 | 0.39% | −45−2.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 1,709 | $90.6 萬 | 0.19% | +1,709 | 新進 |
| McDaniel Terry & Co | 1,705 | $90.4 萬 | 0.10% | −6−0.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,699 | $90.1 萬 | 0.00% | −10−0.6% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,694 | $89.8 萬 | 0.04% | 00.0% | 不變 |
| Lincoln National Corp | 1,674 | $88.7 萬 | 0.02% | −3−0.2% | 減碼 |
| Legacy Wealth Asset Management, LLC | 1,669 | $88.5 萬 | 0.32% | −21−1.2% | 減碼 |
| Independent Advisor Alliance | 1,647 | $87.3 萬 | 0.04% | +1,647 | 新進 |
| Robertson Stephens Wealth Management, LLC | 1,641 | $87.3 萬 | 0.07% | +3+0.2% | 加碼 |
| Centennial Bank | 1,646 | $87.3 萬 | 0.57% | −504−23.4% | 減碼 |
| Cigna Investments Inc | 1,642 | $87.0 萬 | 0.17% | −56−3.3% | 減碼 |
| Clear Harbor Asset Management, LLC | 1,640 | $86.9 萬 | 0.09% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,806 | $86.9 萬 | 0.02% | +55+3.1% | 加碼 |
| Nicholas Investment Partners, LP | 1,629 | $86.4 萬 | 0.07% | −3,392−67.6% | 減碼 |
| Sunbelt Securities, Inc. | 1,616 | $85.9 萬 | 0.14% | +586+56.9% | 加碼 |
| FDx Advisors, Inc. | 2,040 | $85.7 萬 | 0.04% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 1,608 | $85.2 萬 | 0.21% | −15−0.9% | 減碼 |
| Financial Advisory Corp | 1,606 | $85.1 萬 | 0.41% | −48−2.9% | 減碼 |
| Delphia (USA) Inc. | 1,603 | $85.0 萬 | 1.04% | −51−3.1% | 減碼 |
| Lazard Asset Management LLC | 1,599 | $84.7 萬 | 0.00% | −235−12.8% | 減碼 |
| Salomon & Ludwin, LLC | 1,587 | $84.1 萬 | 0.10% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 1,586 | $84.1 萬 | 0.29% | +10+0.6% | 加碼 |
| Clarius Group, LLC | 1,586 | $84.1 萬 | 0.07% | +17+1.1% | 加碼 |
| Eqis Capital Management, Inc. | 1,581 | $83.8 萬 | 0.09% | −8−0.5% | 減碼 |
| Alera Investment Advisors, LLC | 1,573 | $83.4 萬 | 0.19% | +17+1.1% | 加碼 |
| CFO4Life Group, LLC | 1,570 | $83.2 萬 | 0.19% | +48+3.2% | 加碼 |
| Trust Asset Management LLC | 1,558 | $82.6 萬 | 0.09% | −13−0.8% | 減碼 |
| Jag Capital Management, LLC | 1,558 | $82.6 萬 | 0.11% | +51+3.4% | 加碼 |
| MBM Wealth Consultants, LLC | 1,407 | $82.5 萬 | 0.35% | 00.0% | 不變 |
| Quantamental Technologies LLC | 1,554 | $82.4 萬 | 0.44% | +1,554 | 新進 |
| Vise Technologies, Inc. | 1,543 | $81.8 萬 | 0.22% | +592+62.3% | 加碼 |
| Johnson Investment Counsel Inc | 1,541 | $81.7 萬 | 0.01% | +61+4.1% | 加碼 |
| Smithfield Trust Co | 1,527 | $81.2 萬 | 0.05% | −318−17.2% | 減碼 |
| Community Bank, N.A. | 1,531 | $81.2 萬 | 0.11% | +331+27.6% | 加碼 |
| Rehmann Capital Advisory Group | 1,528 | $81.0 萬 | 0.08% | +25+1.7% | 加碼 |