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 2 季 13F 持有人
Lam Research Corp 在 2023/6/30 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
- 1,434
- 較 2023 年第 1 季 +79 家
- 持有股數
- 1.13 億
- 較 2023 年第 1 季 −363.8 萬 (−3.1%)
- 總市值
- $727.1 億
- 較 2023 年第 1 季 +$123.9 億 (+20.5%)
- 新進機構
- 164
- 另有 471 家加碼
- 清倉機構
- 85
- 另有 534 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,349 | $87.0 萬 | 0.07% | −429−24.1% | 減碼 |
| Albert D Mason Inc | 1,355 | $87.1 萬 | 0.60% | +89+7.0% | 加碼 |
| First Commonwealth Financial Corp | 1,357 | $87.2 萬 | 0.28% | +48+3.7% | 加碼 |
| Centennial Bank | 1,358 | $87.3 萬 | 0.59% | −288−17.5% | 減碼 |
| SYSTM Wealth Solutions LLC | 1,359 | $87.3 萬 | 0.12% | +235+20.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 1,360 | $87.4 萬 | 0.14% | +15+1.1% | 加碼 |
| Dark Forest Capital Management LP | 1,364 | $87.7 萬 | 0.09% | +1,357+19,385.7% | 加碼 |
| Montag A & Associates Inc | 1,365 | $88.0 萬 | 0.05% | −2−0.1% | 減碼 |
| Lazard Asset Management LLC | 1,389 | $89.2 萬 | 0.00% | −210−13.1% | 減碼 |
| Strong Tower Advisory Services | 1,391 | $89.5 萬 | 0.42% | +50+3.7% | 加碼 |
| Little House Capital LLC | 1,394 | $89.6 萬 | 0.38% | +1+0.1% | 加碼 |
| Buckley Wealth Management, LLC | 1,398 | $89.9 萬 | 0.31% | +27+2.0% | 加碼 |
| Snowden Capital Advisors LLC | 1,418 | $91.2 萬 | 0.03% | −839−37.2% | 減碼 |
| Texas Capital Bancshares Inc | 1,422 | $91.4 萬 | 0.51% | −13−0.9% | 減碼 |
| Power Corp of Canada | 1,428 | $91.8 萬 | 0.10% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 1,433 | $92.1 萬 | 0.15% | +83+6.1% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,439 | $92.5 萬 | 0.42% | −7−0.5% | 減碼 |
| KRS Capital Management, LLC | 1,448 | $93.1 萬 | 0.93% | 00.0% | 不變 |
| Summit Global Investments | 1,450 | $93.2 萬 | 0.06% | +477+49.0% | 加碼 |
| Moody National Bank Trust Division | 1,462 | $94.0 萬 | 0.06% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,463 | $94.1 萬 | 0.29% | +203+16.1% | 加碼 |
| Regal Investment Advisors LLC | 1,466 | $94.3 萬 | 0.08% | +125+9.3% | 加碼 |
| Virtus ETF Advisers LLC | 1,469 | $94.4 萬 | 0.56% | +1,469 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 1,473 | $94.7 萬 | 0.28% | 00.0% | 不變 |
| CFO4Life Group, LLC | 1,476 | $94.9 萬 | 0.20% | −94−6.0% | 減碼 |
| Johnson Investment Counsel Inc | 1,481 | $95.2 萬 | 0.01% | −60−3.9% | 減碼 |
| Rehmann Capital Advisory Group | 1,486 | $95.5 萬 | 0.09% | −42−2.7% | 減碼 |
| Cohen Klingenstein LLC | 1,500 | $96.4 萬 | 0.04% | 00.0% | 不變 |
| Sassicaia Capital Advisers LLC | 1,500 | $96.4 萬 | 0.83% | +1,500 | 新進 |
| Schonfeld Strategic Advisors LLC | 1,518 | $97.6 萬 | 0.01% | +608+66.8% | 加碼 |
| Smithfield Trust Co | 1,518 | $97.7 萬 | 0.06% | −9−0.6% | 減碼 |
| Brighton Jones LLC | 1,528 | $98.2 萬 | 0.05% | −6,432−80.8% | 減碼 |
| Change Path, LLC | 1,532 | $98.5 萬 | 0.05% | +58+3.9% | 加碼 |
| Portman Square Capital LLP | 1,554 | $99.9 萬 | 0.18% | +704+82.8% | 加碼 |
| Financial Advisory Corp | 1,555 | $100.0 萬 | 0.45% | −51−3.2% | 減碼 |
| Trust Asset Management LLC | 1,558 | $100.2 萬 | 0.10% | 00.0% | 不變 |
| Allworth Financial LP | 1,561 | $100.4 萬 | 0.01% | +456+41.3% | 加碼 |
| MBM Wealth Consultants, LLC | 1,618 | $100.8 萬 | 0.43% | +211+15.0% | 加碼 |
| Glen Eagle Advisors, LLC | 1,574 | $101.2 萬 | 0.23% | −34−2.1% | 減碼 |
| Marietta Investment Partners LLC | 1,583 | $101.8 萬 | 0.26% | −150−8.7% | 減碼 |
| Encompass Wealth Advisors, LLC | 1,586 | $102.0 萬 | 0.33% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 1,587 | $102.0 萬 | 0.11% | 00.0% | 不變 |
| Lincoln National Corp | 1,589 | $102.2 萬 | 0.02% | −85−5.1% | 減碼 |
| Clarius Group, LLC | 1,592 | $102.3 萬 | 0.08% | +6+0.4% | 加碼 |
| Jag Capital Management, LLC | 1,593 | $102.4 萬 | 0.12% | +35+2.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 1,590 | $102.5 萬 | 0.07% | −51−3.1% | 減碼 |
| Belpointe Asset Management LLC | 1,619 | $104.1 萬 | 0.11% | −1,101−40.5% | 減碼 |
| Eqis Capital Management, Inc. | 1,629 | $104.7 萬 | 0.12% | +48+3.0% | 加碼 |
| Nicholas Investment Partners, LP | 1,629 | $104.7 萬 | 0.07% | 00.0% | 不變 |
| Capital Group Private Client Services, Inc. | 1,635 | $105.1 萬 | 0.01% | +288+21.4% | 加碼 |
| Cigna Investments Inc | 1,642 | $105.6 萬 | 0.20% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 1,645 | $105.8 萬 | 0.10% | +5+0.3% | 加碼 |
| KCM Investment Advisors LLC | 1,649 | $106.0 萬 | 0.04% | −401−19.6% | 減碼 |
| Driehaus Capital Management LLC | 1,660 | $106.7 萬 | 0.01% | +1,660 | 新進 |
| Community Bank, N.A. | 1,666 | $107.1 萬 | 0.14% | +135+8.8% | 加碼 |
| Vise Technologies, Inc. | 1,670 | $107.4 萬 | 0.26% | +127+8.2% | 加碼 |
| Scotia Capital Inc. | 1,670 | $107.4 萬 | 0.01% | +489+41.4% | 加碼 |
| Clearstead Advisors, LLC | 1,675 | $107.7 萬 | 0.07% | +147+9.6% | 加碼 |
| Phraction Management LLC | 1,675 | $107.7 萬 | 0.53% | −278−14.2% | 減碼 |
| Sunbelt Securities, Inc. | 1,680 | $108.0 萬 | 0.16% | +64+4.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,686 | $108.4 萬 | 0.00% | −13−0.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,694 | $108.9 萬 | 0.04% | 00.0% | 不變 |
| Savant Capital, LLC | 1,697 | $109.1 萬 | 0.02% | +792+87.5% | 加碼 |
| Knowledge Leaders Capital, LLC | 1,699 | $109.2 萬 | 1.25% | −52−3.0% | 減碼 |
| Empower Advisory Group, LLC | 1,701 | $109.4 萬 | 0.00% | −329−16.2% | 減碼 |
| Lake Street Financial LLC | 1,703 | $109.5 萬 | 0.19% | −280−14.1% | 減碼 |
| McDaniel Terry & Co | 1,705 | $109.6 萬 | 0.11% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 1,727 | $111.4 萬 | 0.08% | +253+17.2% | 加碼 |
| Ossiam | 1,742 | $112.0 萬 | 0.02% | −18,977−91.6% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $112.1 萬 | 0.20% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,745 | $112.2 萬 | 0.05% | +98+6.0% | 加碼 |
| Mainstay Capital Management LLC | 1,747 | $112.3 萬 | 0.20% | +1,747 | 新進 |
| WSFS Capital Management, LLC | 1,755 | $112.8 萬 | 0.11% | −330−15.8% | 減碼 |
| Middleton & Co Inc | 1,758 | $113.0 萬 | 0.15% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 1,763 | $113.4 萬 | 0.05% | −144−7.6% | 減碼 |
| Old National Bancorp | 1,764 | $113.4 萬 | 0.03% | −501−22.1% | 減碼 |
| Diversified Trust Co | 1,764 | $113.4 萬 | 0.04% | −11−0.6% | 減碼 |
| Checchi Capital Advisers, LLC | 1,769 | $113.7 萬 | 0.10% | +37+2.1% | 加碼 |
| Noesis Capital Mangement Corp | 1,775 | $114.1 萬 | 0.28% | 00.0% | 不變 |
| NVWM, LLC | 1,777 | $114.5 萬 | 0.37% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,785 | $114.7 萬 | 0.05% | +30+1.7% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,793 | $115.2 萬 | 0.21% | +84+4.9% | 加碼 |
| Alta Wealth Advisors LLC | 1,817 | $116.8 萬 | 0.69% | −10−0.5% | 減碼 |
| Kistler-Tiffany Companies, LLC | 1,820 | $117.0 萬 | 0.19% | −80−4.2% | 減碼 |
| Eads & Heald Wealth Management | 1,822 | $117.1 萬 | 0.58% | −79−4.2% | 減碼 |
| Apriem Advisors | 1,831 | $117.7 萬 | 0.18% | −110−5.7% | 減碼 |
| Cynosure Management, LLC | 1,844 | $118.5 萬 | 0.36% | +1,844 | 新進 |
| Capital Investment Counsel, Inc | 1,845 | $118.6 萬 | 0.23% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,845 | $118.6 萬 | 0.01% | +55+3.1% | 加碼 |
| Intellectus Partners, LLC | 1,840 | $118.6 萬 | 0.36% | +14+0.8% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,854 | $119.2 萬 | 0.16% | −365−16.4% | 減碼 |
| Ascension Asset Management LLC | 1,861 | $119.6 萬 | 0.73% | +1,861 | 新進 |
| Ontario Teachers Pension Plan Board | 1,867 | $120.0 萬 | 0.01% | +1,867 | 新進 |
| Cinctive Capital Management LP | 1,872 | $120.3 萬 | 0.05% | −3,808−67.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,876 | $120.6 萬 | 0.01% | −2,260−54.6% | 減碼 |
| Merit Financial Group, LLC | 1,886 | $121.3 萬 | 0.04% | +845+81.2% | 加碼 |
| Tocqueville Asset Management L.P. | 1,890 | $121.5 萬 | 0.02% | +55+3.0% | 加碼 |
| Balentine LLC | 1,890 | $121.5 萬 | 0.04% | +131+7.4% | 加碼 |
| Quadrant Capital Group LLC | 1,898 | $122.0 萬 | 0.12% | +39+2.1% | 加碼 |
| Exchange Traded Concepts, LLC | 1,909 | $122.7 萬 | 0.03% | −30−1.5% | 減碼 |