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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 5,570 | $358.1 萬 | 0.31% | 00.0% | 不變 |
| Maytus Capital Management, LLC | 5,500 | $353.6 萬 | 1.74% | +5,500 | 新進 |
| TKG Advisors, LLC | 5,419 | $348.4 萬 | 2.26% | −165−3.0% | 減碼 |
| Panagora Asset Management Inc | 5,413 | $348.0 萬 | 0.02% | −17,058−75.9% | 減碼 |
| Hennessy Advisors Inc | 5,360 | $344.6 萬 | 0.25% | −247−4.4% | 減碼 |
| Kingsview Wealth Management, LLC | 5,269 | $338.7 萬 | 0.13% | −30−0.6% | 減碼 |
| AE Wealth Management LLC | 5,237 | $336.7 萬 | 0.02% | −2,803−34.9% | 減碼 |
| Advisors Asset Management, Inc. | 5,232 | $336.3 萬 | 0.07% | −1,125−17.7% | 減碼 |
| Malaga Cove Capital, LLC | 5,224 | $335.8 萬 | 1.55% | −87−1.6% | 減碼 |
| Acadian Asset Management LLC | 5,197 | $333.8 萬 | 0.01% | −2,914−35.9% | 減碼 |
| Pathstone Family Office, LLC | 4,930 | $332.8 萬 | 0.05% | −367−6.9% | 減碼 |
| Patton Fund Management, Inc. | 5,158 | $331.6 萬 | 0.97% | +5,158 | 新進 |
| Monetary Management Group Inc | 5,156 | $331.5 萬 | 1.02% | −925−15.2% | 減碼 |
| Metis Global Partners, LLC | 5,146 | $330.8 萬 | 0.18% | −123−2.3% | 減碼 |
| Steel Peak Wealth Management LLC | 5,094 | $328.4 萬 | 0.20% | −5,140−50.2% | 減碼 |
| Midwest Professional Planners, LTD. | 5,107 | $328.3 萬 | 1.44% | +497+10.8% | 加碼 |
| Harbor Capital Advisors, Inc. | 5,054 | $324.9 萬 | 0.65% | −3,046−37.6% | 減碼 |
| Pacifica Partners Inc. | 5,163 | $324.6 萬 | 1.84% | +51+1.0% | 加碼 |
| Probity Advisors, Inc. | 5,016 | $322.5 萬 | 0.70% | +5,016 | 新進 |
| Crown Advisors Management, Inc. | 5,000 | $321.4 萬 | 2.09% | 00.0% | 不變 |
| Advisory Research Inc | 4,991 | $320.9 萬 | 0.41% | +2,219+80.1% | 加碼 |
| Intrust Bank NA | 4,978 | $320.0 萬 | 0.39% | −23−0.5% | 減碼 |
| Laurion Capital Management LP | 4,963 | $319.1 萬 | 0.14% | +4,963 | 新進 |
| Perigon Wealth Management, LLC | 4,932 | $317.1 萬 | 0.12% | +677+15.9% | 加碼 |
| Verition Fund Management LLC | 4,925 | $316.6 萬 | 0.05% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 4,924 | $316.5 萬 | 0.07% | +4,924 | 新進 |
| PDT Partners, LLC | 4,912 | $315.8 萬 | 0.43% | −2,088−29.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,822 | $310.0 萬 | 0.23% | +21+0.4% | 加碼 |
| GAM Holding AG | 4,768 | $306.5 萬 | 0.21% | −6−0.1% | 減碼 |
| Point72 Europe (London) LLP | 4,761 | $306.1 萬 | 0.45% | +4,761 | 新進 |
| Blair William & Co | 4,728 | $303.9 萬 | 0.01% | +914+24.0% | 加碼 |
| Fort Sheridan Advisors LLC | 4,723 | $303.6 萬 | 0.69% | +585+14.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,679 | $300.8 萬 | 0.05% | −194−4.0% | 減碼 |
| Advisors Capital Management, LLC | 4,662 | $299.7 萬 | 0.07% | +1,778+61.7% | 加碼 |
| Eagle Asset Management Inc | 4,630 | $297.6 萬 | 0.02% | +598+14.8% | 加碼 |
| Trust Co of Vermont | 4,627 | $297.5 萬 | 0.19% | +861+22.9% | 加碼 |
| Twin Capital Management Inc | 4,581 | $294.5 萬 | 0.38% | −982−17.7% | 減碼 |
| Proficio Capital Partners LLC | 4,549 | $292.4 萬 | 0.40% | −439−8.8% | 減碼 |
| Raymond James Trust N.A. | 4,530 | $291.2 萬 | 0.08% | +252+5.9% | 加碼 |
| Terra Nova Asset Management LLC | 4,529 | $291.1 萬 | 2.65% | −168−3.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,509 | $289.9 萬 | 0.11% | −36−0.8% | 減碼 |
| Pittenger & Anderson Inc | 4,494 | $288.9 萬 | 0.14% | −33−0.7% | 減碼 |
| Tiaa, FSB | 4,457 | $286.5 萬 | 0.01% | −18−0.4% | 減碼 |
| Green Alpha Advisors, LLC | 4,455 | $286.4 萬 | 1.88% | +314+7.6% | 加碼 |
| Caxton Associates LP | 4,446 | $285.8 萬 | 0.42% | +4,446 | 新進 |
| Desjardins Global Asset Management Inc. | 4,417 | $283.9 萬 | 0.33% | +1,742+65.1% | 加碼 |
| Ostrum Asset Management | 4,351 | $279.7 萬 | 0.23% | −257−5.6% | 減碼 |
| Groesbeck Investment Management Corp | 4,348 | $279.5 萬 | 4.25% | −193−4.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 4,337 | $278.8 萬 | 0.11% | +2,913+204.6% | 加碼 |
| Empirical Finance, LLC | 4,326 | $278.1 萬 | 0.22% | +425+10.9% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $276.2 萬 | 0.61% | +4,242 | 新進 |
| Brown Advisory Inc | 4,275 | $274.8 萬 | 0.00% | +775+22.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,237 | $272.4 萬 | 0.07% | −5−0.1% | 減碼 |
| Arkadios Wealth Advisors | 4,226 | $271.7 萬 | 0.32% | −168−3.8% | 減碼 |
| Keybank National Association | 4,215 | $271.0 萬 | 0.01% | +772+22.4% | 加碼 |
| Zurich Insurance Group Ltd | 4,200 | $270.0 萬 | 0.03% | 00.0% | 不變 |
| Wellington Management Group LLP | 4,191 | $269.4 萬 | 0.00% | −20,116−82.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,189 | $269.3 萬 | 0.01% | −5,293−55.8% | 減碼 |
| Hoylecohen, LLC | 4,186 | $269.1 萬 | 0.24% | +16+0.4% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,176 | $269.0 萬 | 0.26% | +173+4.3% | 加碼 |
| Trustmark National Bank Trust Department | 4,181 | $268.8 萬 | 0.25% | −420−9.1% | 減碼 |
| Ballentine Partners, LLC | 4,151 | $266.9 萬 | 0.06% | +90+2.2% | 加碼 |
| Harvest Volatility Management LLC | 4,140 | $266.1 萬 | 0.53% | −708−14.6% | 減碼 |
| Mill Capital Management, LLC | 4,060 | $261.0 萬 | 0.25% | +55+1.4% | 加碼 |
| Columbia Trust Co 01012016 | 4,053 | $260.6 萬 | 1.46% | −173−4.1% | 減碼 |
| Nikulski Financial, Inc. | 4,047 | $260.2 萬 | 1.08% | +100+2.5% | 加碼 |
| Vinva Investment Management Ltd | 4,052 | $259.5 萬 | 0.23% | −517−11.3% | 減碼 |
| MAI Capital Management | 4,030 | $259.1 萬 | 0.04% | +341+9.2% | 加碼 |
| Rodgers Brothers Inc. | 4,020 | $258.4 萬 | 0.45% | +110+2.8% | 加碼 |
| TTP Investments, Inc. | 4,016 | $258.2 萬 | 1.74% | +4,016 | 新進 |
| Maven Securities LTD | 4,001 | $257.2 萬 | 0.37% | +1,685+72.8% | 加碼 |
| Viking Fund Management LLC | 4,000 | $257.1 萬 | 0.49% | 00.0% | 不變 |
| CWM, LLC | 3,970 | $255.2 萬 | 0.02% | +408+11.5% | 加碼 |
| Aurora Investment Counsel | 3,961 | $254.6 萬 | 1.63% | −339−7.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 3,917 | $251.8 萬 | 0.04% | +1,559+66.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 3,900 | $250.7 萬 | 0.04% | +166+4.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,859 | $248.1 萬 | 0.08% | +951+32.7% | 加碼 |
| Symmetry Partners, LLC | 3,828 | $246.1 萬 | 0.13% | +35+0.9% | 加碼 |
| Dana Investment Advisors, Inc. | 3,824 | $245.8 萬 | 0.12% | −53−1.4% | 減碼 |
| Matisse Capital | 3,822 | $245.7 萬 | 1.52% | 00.0% | 不變 |
| PFS Investments Inc. | 3,814 | $245.2 萬 | 0.04% | +846+28.5% | 加碼 |
| Cutler Group LP | 3,813 | $245.1 萬 | 0.58% | +3,328+686.2% | 加碼 |
| MV Capital Management, Inc. | 3,782 | $243.1 萬 | 0.32% | +162+4.5% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,770 | $242.4 萬 | 0.28% | +101+2.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,763 | $241.9 萬 | 0.10% | +2,689+250.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,754 | $241.4 萬 | 0.04% | −30−0.8% | 減碼 |
| Central Trust Co | 3,748 | $240.9 萬 | 0.07% | −40−1.1% | 減碼 |
| E&G Advisors, LP | 3,693 | $237.4 萬 | 0.83% | −250−6.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 3,660 | $235.3 萬 | 0.06% | −460−11.2% | 減碼 |
| Prelude Capital Management, LLC | 3,621 | $232.8 萬 | 0.19% | +807+28.7% | 加碼 |
| Marshall Financial Group LLC | 3,616 | $232.5 萬 | 0.79% | −63−1.7% | 減碼 |
| Perennial Advisors, LLC | 3,547 | $228.0 萬 | 0.58% | +3,547 | 新進 |
| Motley Fool Asset Management LLC | 3,538 | $227.4 萬 | 0.20% | +3,538 | 新進 |
| Primoris Wealth Advisors, LLC | 3,537 | $227.4 萬 | 2.49% | 00.0% | 不變 |
| PFG Advisors | 3,519 | $226.2 萬 | 0.17% | +242+7.4% | 加碼 |
| Oak Associates, Ltd | 3,500 | $225.0 萬 | 0.18% | 00.0% | 不變 |
| Westhampton Capital, LLC | 3,473 | $223.3 萬 | 1.45% | −45−1.3% | 減碼 |
| TD Waterhouse Canada Inc. | 3,407 | $220.8 萬 | 0.02% | −911−21.1% | 減碼 |
| G&S Capital LLC | 3,427 | $220.3 萬 | 1.06% | −74−2.1% | 減碼 |
| Greenleaf Trust | 3,424 | $220.1 萬 | 0.02% | −23−0.7% | 減碼 |