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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 1,949 | $123.0 萬 | 0.23% | +113+6.2% | 加碼 |
| Arjuna Capital | 1,917 | $123.2 萬 | 0.44% | +73+4.0% | 加碼 |
| Wealth Alliance | 1,924 | $123.7 萬 | 0.18% | −548−22.2% | 減碼 |
| Schechter Investment Advisors, LLC | 1,925 | $123.8 萬 | 0.11% | −5−0.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 1,929 | $124.0 萬 | 0.16% | −14−0.7% | 減碼 |
| Chicago Trust Co NA | 1,934 | $124.3 萬 | 0.30% | −272−12.3% | 減碼 |
| Wahed Invest LLC | 1,936 | $124.5 萬 | 0.44% | +224+13.1% | 加碼 |
| Donoghue Forlines LLC | 1,957 | $125.8 萬 | 0.39% | +1,957 | 新進 |
| White Knight Strategic Wealth Advisors, LLC | 1,962 | $126.1 萬 | 1.48% | −506−20.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,985 | $127.6 萬 | 0.04% | +532+36.6% | 加碼 |
| Tradition Wealth Management, LLC | 1,988 | $127.8 萬 | 0.15% | +128+6.9% | 加碼 |
| Leavell Investment Management, Inc. | 2,000 | $128.9 萬 | 0.09% | 00.0% | 不變 |
| Headlands Technologies LLC | 2,006 | $129.0 萬 | 0.41% | +1,362+211.5% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,009 | $129.2 萬 | 0.78% | −190−8.6% | 減碼 |
| Sigma Planning Corp | 2,037 | $131.0 萬 | 0.05% | −512−20.1% | 減碼 |
| Leelyn Smith, LLC | 2,038 | $131.0 萬 | 0.32% | +53+2.7% | 加碼 |
| First Hawaiian Bank | 2,054 | $132.0 萬 | 0.04% | −51−2.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,069 | $133.0 萬 | 0.12% | −403−16.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,070 | $133.1 萬 | 0.45% | 00.0% | 不變 |
| Bay Rivers Group | 2,085 | $134.0 萬 | 1.00% | +83+4.1% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,092 | $134.5 萬 | 0.40% | −322−13.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,101 | $135.1 萬 | 0.17% | +168+8.7% | 加碼 |
| Delphi Management Inc | 2,117 | $136.1 萬 | 1.43% | +2,117 | 新進 |
| Private Trust Co NA | 2,137 | $137.4 萬 | 0.17% | +12+0.6% | 加碼 |
| Tealwood Asset Management Inc | 2,152 | $138.3 萬 | 0.67% | +26+1.2% | 加碼 |
| Cookson Peirce & Co Inc | 2,152 | $138.3 萬 | 0.08% | +2,152 | 新進 |
| Trust Co of Toledo NA | 2,155 | $138.5 萬 | 0.23% | −150−6.5% | 減碼 |
| Peapack Gladstone Financial Corp | 2,169 | $139.4 萬 | 0.02% | +363+20.1% | 加碼 |
| Keudell/Morrison Wealth Management | 2,192 | $140.9 萬 | 0.41% | +144+7.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,196 | $141.2 萬 | 0.06% | −291−11.7% | 減碼 |
| HGK Asset Management Inc | 2,196 | $141.2 萬 | 0.45% | −27−1.2% | 減碼 |
| Ritholtz Wealth Management | 2,211 | $142.2 萬 | 0.06% | +195+9.7% | 加碼 |
| Boston Private Wealth LLC | 2,214 | $142.3 萬 | 0.03% | −503−18.5% | 減碼 |
| Commonwealth Retirement Investments LLC | 2,214 | $142.3 萬 | 0.79% | +2,214 | 新進 |
| Madison Wealth Management | 2,216 | $142.5 萬 | 0.29% | +11+0.5% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 2,254 | $144.9 萬 | 0.09% | +2,254 | 新進 |
| Weatherly Asset Management L. P. | 2,258 | $145.5 萬 | 0.17% | 00.0% | 不變 |
| Bray Capital Advisors | 2,275 | $146.3 萬 | 0.44% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 2,290 | $147.2 萬 | 0.12% | −61−2.6% | 減碼 |
| Farmers & Merchants Investments Inc | 2,296 | $147.6 萬 | 0.06% | −15−0.6% | 減碼 |
| Paradigm Asset Management Co LLC | 2,300 | $147.9 萬 | 0.40% | +2,300 | 新進 |
| Triangle Securities Wealth Management | 2,312 | $148.6 萬 | 0.51% | −65−2.7% | 減碼 |
| Comerica Securities,inc. | 2,309 | $148.8 萬 | 0.10% | −122−5.0% | 減碼 |
| E Fund Management Co., Ltd. | 2,326 | $149.5 萬 | 0.12% | −333−12.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,347 | $150.9 萬 | 0.02% | +31+1.3% | 加碼 |
| Davenport & Co LLC | 2,358 | $151.6 萬 | 0.01% | +14+0.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,358 | $151.6 萬 | 0.08% | −162−6.4% | 減碼 |
| Fiera Capital Corp | 2,371 | $152.4 萬 | 0.00% | −169−6.7% | 減碼 |
| Mission Wealth Management, LP | 2,372 | $152.5 萬 | 0.06% | −593−20.0% | 減碼 |
| Cypress Capital Group | 2,384 | $153.3 萬 | 0.22% | −96−3.9% | 減碼 |
| PEAK6 Investments LLC | 2,385 | $153.3 萬 | 0.13% | −8,220−77.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $153.7 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 2,394 | $153.9 萬 | 0.04% | +241+11.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,413 | $155.1 萬 | 0.05% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,428 | $156.0 萬 | 0.31% | +306+14.4% | 加碼 |
| IHT Wealth Management, LLC | 2,429 | $156.2 萬 | 0.08% | +32+1.3% | 加碼 |
| Consolidated Portfolio Review Corp | 2,435 | $156.5 萬 | 0.37% | 00.0% | 不變 |
| Signature Wealth Management Group | 2,457 | $157.9 萬 | 0.74% | −219−8.2% | 減碼 |
| Veriti Management LLC | 2,473 | $159.0 萬 | 0.18% | +142+6.1% | 加碼 |
| Teza Capital Management LLC | 2,481 | $159.5 萬 | 0.26% | +1,853+295.1% | 加碼 |
| Morse Asset Management, Inc | 2,492 | $160.2 萬 | 0.49% | 00.0% | 不變 |
| Pitcairn Co | 2,498 | $160.6 萬 | 0.14% | −66−2.6% | 減碼 |
| Needham Investment Management LLC | 2,500 | $160.7 萬 | 0.26% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 2,506 | $161.1 萬 | 0.36% | +53+2.2% | 加碼 |
| Estate Counselors, LLC | 2,510 | $161.4 萬 | 0.20% | 00.0% | 不變 |
| Perpetual Ltd | 2,515 | $161.7 萬 | 0.01% | +392+18.5% | 加碼 |
| LCNB Corp | 2,517 | $161.8 萬 | 0.69% | −32−1.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,518 | $161.9 萬 | 0.31% | −221−8.1% | 減碼 |
| Moors & Cabot, Inc. | 2,523 | $162.2 萬 | 0.11% | −610−19.5% | 減碼 |
| Meeder Advisory Services, Inc. | 2,525 | $162.3 萬 | 0.17% | +36+1.4% | 加碼 |
| Everence Capital Management Inc | 2,633 | $162.4 萬 | 0.13% | 00.0% | 不變 |
| Bank of Stockton | 2,530 | $162.6 萬 | 0.56% | +106+4.4% | 加碼 |
| Benchmark Investment Advisors LLC | 2,533 | $162.8 萬 | 1.50% | +510+25.2% | 加碼 |
| 180 Wealth Advisors, LLC | 2,502 | $162.9 萬 | 0.36% | −72−2.8% | 減碼 |
| Redwood Investment Management, LLC | 2,554 | $164.2 萬 | 0.17% | +2,554 | 新進 |
| Apollon Wealth Management, LLC | 2,559 | $164.5 萬 | 0.08% | +420+19.6% | 加碼 |
| Trust Co of Oklahoma | 2,567 | $165.0 萬 | 0.61% | −110−4.1% | 減碼 |
| InterOcean Capital Group, LLC | 2,593 | $166.7 萬 | 0.05% | +143+5.8% | 加碼 |
| Independent Financial Group, LLC | 2,593 | $166.7 萬 | 0.11% | +466+21.9% | 加碼 |
| Hoey Investments, Inc | 2,604 | $167.4 萬 | 0.55% | −221−7.8% | 減碼 |
| Sawtooth Solutions, LLC | 2,619 | $168.4 萬 | 0.05% | −5−0.2% | 減碼 |
| Bleakley Financial Group, LLC | 2,620 | $168.4 萬 | 0.05% | −3−0.1% | 減碼 |
| Gradient Capital Advisors, LLC | 2,629 | $169.0 萬 | 0.68% | +23+0.9% | 加碼 |
| Oppenheimer & Co Inc | 2,642 | $169.8 萬 | 0.03% | +541+25.7% | 加碼 |
| SRN Advisors, LLC | 2,678 | $172.2 萬 | 1.53% | −52−1.9% | 減碼 |
| Stokes Family Office, LLC | 2,684 | $172.5 萬 | 0.20% | −186−6.5% | 減碼 |
| Prudent Man Advisors, LLC | 2,723 | $175.1 萬 | 0.66% | −29−1.1% | 減碼 |
| First Foundation Advisors | 2,734 | $175.8 萬 | 0.08% | +65+2.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $176.8 萬 | 0.22% | 00.0% | 不變 |
| BancorpSouth Bank | 2,763 | $177.6 萬 | 0.15% | −40−1.4% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $178.9 萬 | 0.65% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 2,788 | $179.2 萬 | 0.08% | −638−18.6% | 減碼 |
| First Business Financial Services, Inc. | 2,805 | $180.3 萬 | 0.22% | +5+0.2% | 加碼 |
| EFG Asset Management (North America) Corp. | 2,808 | $180.5 萬 | 0.39% | −473−14.4% | 減碼 |
| Wetherby Asset Management Inc | 2,824 | $181.5 萬 | 0.10% | +26+0.9% | 加碼 |
| Calamos Wealth Management LLC | 2,854 | $183.5 萬 | 0.13% | 00.0% | 不變 |
| CenterBook Partners LP | 2,861 | $183.9 萬 | 0.23% | −5,798−67.0% | 減碼 |
| Stiles Financial Services Inc | 2,872 | $184.6 萬 | 0.92% | +751+35.4% | 加碼 |
| Financial Advisory Service, Inc. | 2,879 | $185.1 萬 | 0.23% | +418+17.0% | 加碼 |
| Palouse Capital Management, Inc. | 2,895 | $186.1 萬 | 1.30% | −338−10.5% | 減碼 |