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 |
|---|---|---|---|---|---|
| Davidson Capital Management Inc. | 2,912 | $187.2 萬 | 0.93% | +22+0.8% | 加碼 |
| Martingale Asset Management L P | 2,918 | $187.6 萬 | 0.04% | +490+20.2% | 加碼 |
| Oak Harvest Investment Services | 2,936 | $188.8 萬 | 0.42% | −428−12.7% | 減碼 |
| Capital Advisors Inc | 2,948 | $189.5 萬 | 0.05% | +111+3.9% | 加碼 |
| Glenview Trust Co | 2,957 | $190.1 萬 | 0.05% | +576+24.2% | 加碼 |
| Regions Financial Corp | 2,973 | $191.1 萬 | 0.02% | +207+7.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,994 | $191.7 萬 | 0.05% | +2,431+431.8% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,034 | $193.7 萬 | 0.57% | −78−2.5% | 減碼 |
| SevenBridge Financial Group, LLC | 3,025 | $194.5 萬 | 0.50% | +671+28.5% | 加碼 |
| Joseph Group Capital Management | 3,035 | $195.1 萬 | 1.64% | −587−16.2% | 減碼 |
| Jackson Square Capital, LLC | 3,042 | $195.6 萬 | 0.79% | −158−4.9% | 減碼 |
| Resources Management Corp | 3,042 | $195.6 萬 | 0.31% | +2,367+350.7% | 加碼 |
| Cetera Advisors LLC | 3,069 | $197.3 萬 | 0.03% | +174+6.0% | 加碼 |
| Atlas Capital Advisors LLC | 3,080 | $198.0 萬 | 0.30% | +72+2.4% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 3,080 | $198.0 萬 | 0.13% | −950−23.6% | 減碼 |
| Vestcor Inc | 3,082 | $198.1 萬 | 0.07% | −594−16.2% | 減碼 |
| Martin Capital Advisors, LLP | 3,137 | $201.7 萬 | 1.85% | +44+1.4% | 加碼 |
| Scott & Selber, Inc. | 3,139 | $201.8 萬 | 0.79% | −8−0.3% | 減碼 |
| Johnson Financial Group, Inc. | 3,176 | $204.4 萬 | 0.14% | +185+6.2% | 加碼 |
| Lindenwold Advisors | 3,182 | $204.6 萬 | 1.25% | −613−16.2% | 減碼 |
| EP Wealth Advisors, LLC | 210,837 | $205.3 萬 | 0.03% | +208,820+10,353.0% | 加碼 |
| Tower Bridge Advisors | 3,198 | $205.6 萬 | 0.19% | +215+7.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,217 | $206.8 萬 | 0.48% | −46−1.4% | 減碼 |
| Banco Santander, S.A. | 3,250 | $208.9 萬 | 0.03% | +3,250 | 新進 |
| Arrowstreet Capital, Limited Partnership | 3,303 | $212.3 萬 | 0.00% | +854+34.9% | 加碼 |
| Warther Private Wealth, LLC | 3,307 | $212.6 萬 | 1.44% | −335−9.2% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,310 | $212.8 萬 | 0.33% | −401−10.8% | 減碼 |
| Synovus Financial Corp | 3,312 | $212.9 萬 | 0.02% | −16−0.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,327 | $213.9 萬 | 0.08% | −133−3.8% | 減碼 |
| Goodman Advisory Group, LLC | 3,340 | $214.7 萬 | 0.80% | −955−22.2% | 減碼 |
| Argent Trust Co | 3,359 | $215.9 萬 | 0.12% | +429+14.6% | 加碼 |
| Cloverfields Capital Group, LP | 3,366 | $216.4 萬 | 0.70% | +1,183+54.2% | 加碼 |
| Exchange Capital Management, Inc. | 3,380 | $217.3 萬 | 0.40% | +325+10.6% | 加碼 |
| Greenleaf Trust | 3,424 | $220.1 萬 | 0.02% | −23−0.7% | 減碼 |
| G&S Capital LLC | 3,427 | $220.3 萬 | 1.06% | −74−2.1% | 減碼 |
| TD Waterhouse Canada Inc. | 3,407 | $220.8 萬 | 0.02% | −911−21.1% | 減碼 |
| Westhampton Capital, LLC | 3,473 | $223.3 萬 | 1.45% | −45−1.3% | 減碼 |
| Oak Associates, Ltd | 3,500 | $225.0 萬 | 0.18% | 00.0% | 不變 |
| PFG Advisors | 3,519 | $226.2 萬 | 0.17% | +242+7.4% | 加碼 |
| Primoris Wealth Advisors, LLC | 3,537 | $227.4 萬 | 2.49% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 3,538 | $227.4 萬 | 0.20% | +3,538 | 新進 |
| Perennial Advisors, LLC | 3,547 | $228.0 萬 | 0.58% | +3,547 | 新進 |
| Marshall Financial Group LLC | 3,616 | $232.5 萬 | 0.79% | −63−1.7% | 減碼 |
| Prelude Capital Management, LLC | 3,621 | $232.8 萬 | 0.19% | +807+28.7% | 加碼 |
| Meiji Yasuda Life Insurance Co | 3,660 | $235.3 萬 | 0.06% | −460−11.2% | 減碼 |
| E&G Advisors, LP | 3,693 | $237.4 萬 | 0.83% | −250−6.3% | 減碼 |
| Central Trust Co | 3,748 | $240.9 萬 | 0.07% | −40−1.1% | 減碼 |
| Integrated Wealth Concepts LLC | 3,754 | $241.4 萬 | 0.04% | −30−0.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,763 | $241.9 萬 | 0.10% | +2,689+250.4% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,770 | $242.4 萬 | 0.28% | +101+2.8% | 加碼 |
| MV Capital Management, Inc. | 3,782 | $243.1 萬 | 0.32% | +162+4.5% | 加碼 |
| Cutler Group LP | 3,813 | $245.1 萬 | 0.58% | +3,328+686.2% | 加碼 |
| PFS Investments Inc. | 3,814 | $245.2 萬 | 0.04% | +846+28.5% | 加碼 |
| Matisse Capital | 3,822 | $245.7 萬 | 1.52% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 3,824 | $245.8 萬 | 0.12% | −53−1.4% | 減碼 |
| Symmetry Partners, LLC | 3,828 | $246.1 萬 | 0.13% | +35+0.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,859 | $248.1 萬 | 0.08% | +951+32.7% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,900 | $250.7 萬 | 0.04% | +166+4.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,917 | $251.8 萬 | 0.04% | +1,559+66.1% | 加碼 |
| Aurora Investment Counsel | 3,961 | $254.6 萬 | 1.63% | −339−7.9% | 減碼 |
| CWM, LLC | 3,970 | $255.2 萬 | 0.02% | +408+11.5% | 加碼 |
| Viking Fund Management LLC | 4,000 | $257.1 萬 | 0.49% | 00.0% | 不變 |
| Maven Securities LTD | 4,001 | $257.2 萬 | 0.37% | +1,685+72.8% | 加碼 |
| TTP Investments, Inc. | 4,016 | $258.2 萬 | 1.74% | +4,016 | 新進 |
| Rodgers Brothers Inc. | 4,020 | $258.4 萬 | 0.45% | +110+2.8% | 加碼 |
| MAI Capital Management | 4,030 | $259.1 萬 | 0.04% | +341+9.2% | 加碼 |
| Vinva Investment Management Ltd | 4,052 | $259.5 萬 | 0.23% | −517−11.3% | 減碼 |
| Nikulski Financial, Inc. | 4,047 | $260.2 萬 | 1.08% | +100+2.5% | 加碼 |
| Columbia Trust Co 01012016 | 4,053 | $260.6 萬 | 1.46% | −173−4.1% | 減碼 |
| Mill Capital Management, LLC | 4,060 | $261.0 萬 | 0.25% | +55+1.4% | 加碼 |
| Harvest Volatility Management LLC | 4,140 | $266.1 萬 | 0.53% | −708−14.6% | 減碼 |
| Ballentine Partners, LLC | 4,151 | $266.9 萬 | 0.06% | +90+2.2% | 加碼 |
| Trustmark National Bank Trust Department | 4,181 | $268.8 萬 | 0.25% | −420−9.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 4,176 | $269.0 萬 | 0.26% | +173+4.3% | 加碼 |
| Hoylecohen, LLC | 4,186 | $269.1 萬 | 0.24% | +16+0.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,189 | $269.3 萬 | 0.01% | −5,293−55.8% | 減碼 |
| Wellington Management Group LLP | 4,191 | $269.4 萬 | 0.00% | −20,116−82.8% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $270.0 萬 | 0.03% | 00.0% | 不變 |
| Keybank National Association | 4,215 | $271.0 萬 | 0.01% | +772+22.4% | 加碼 |
| Arkadios Wealth Advisors | 4,226 | $271.7 萬 | 0.32% | −168−3.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,237 | $272.4 萬 | 0.07% | −5−0.1% | 減碼 |
| Brown Advisory Inc | 4,275 | $274.8 萬 | 0.00% | +775+22.1% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $276.2 萬 | 0.61% | +4,242 | 新進 |
| Empirical Finance, LLC | 4,326 | $278.1 萬 | 0.22% | +425+10.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 4,337 | $278.8 萬 | 0.11% | +2,913+204.6% | 加碼 |
| Groesbeck Investment Management Corp | 4,348 | $279.5 萬 | 4.25% | −193−4.3% | 減碼 |
| Ostrum Asset Management | 4,351 | $279.7 萬 | 0.23% | −257−5.6% | 減碼 |
| Desjardins Global Asset Management Inc. | 4,417 | $283.9 萬 | 0.33% | +1,742+65.1% | 加碼 |
| Caxton Associates LP | 4,446 | $285.8 萬 | 0.42% | +4,446 | 新進 |
| Green Alpha Advisors, LLC | 4,455 | $286.4 萬 | 1.88% | +314+7.6% | 加碼 |
| Tiaa, FSB | 4,457 | $286.5 萬 | 0.01% | −18−0.4% | 減碼 |
| Pittenger & Anderson Inc | 4,494 | $288.9 萬 | 0.14% | −33−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,509 | $289.9 萬 | 0.11% | −36−0.8% | 減碼 |
| Terra Nova Asset Management LLC | 4,529 | $291.1 萬 | 2.65% | −168−3.6% | 減碼 |
| Raymond James Trust N.A. | 4,530 | $291.2 萬 | 0.08% | +252+5.9% | 加碼 |
| Proficio Capital Partners LLC | 4,549 | $292.4 萬 | 0.40% | −439−8.8% | 減碼 |
| Twin Capital Management Inc | 4,581 | $294.5 萬 | 0.38% | −982−17.7% | 減碼 |
| Trust Co of Vermont | 4,627 | $297.5 萬 | 0.19% | +861+22.9% | 加碼 |
| Eagle Asset Management Inc | 4,630 | $297.6 萬 | 0.02% | +598+14.8% | 加碼 |
| Advisors Capital Management, LLC | 4,662 | $299.7 萬 | 0.07% | +1,778+61.7% | 加碼 |