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 |
|---|---|---|---|---|---|
| Exchange Capital Management, Inc. | 3,380 | $217.3 萬 | 0.40% | +325+10.6% | 加碼 |
| Cloverfields Capital Group, LP | 3,366 | $216.4 萬 | 0.70% | +1,183+54.2% | 加碼 |
| Argent Trust Co | 3,359 | $215.9 萬 | 0.12% | +429+14.6% | 加碼 |
| Goodman Advisory Group, LLC | 3,340 | $214.7 萬 | 0.80% | −955−22.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 3,327 | $213.9 萬 | 0.08% | −133−3.8% | 減碼 |
| Synovus Financial Corp | 3,312 | $212.9 萬 | 0.02% | −16−0.5% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,310 | $212.8 萬 | 0.33% | −401−10.8% | 減碼 |
| Warther Private Wealth, LLC | 3,307 | $212.6 萬 | 1.44% | −335−9.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,303 | $212.3 萬 | 0.00% | +854+34.9% | 加碼 |
| Banco Santander, S.A. | 3,250 | $208.9 萬 | 0.03% | +3,250 | 新進 |
| SOA Wealth Advisors, LLC. | 3,217 | $206.8 萬 | 0.48% | −46−1.4% | 減碼 |
| Tower Bridge Advisors | 3,198 | $205.6 萬 | 0.19% | +215+7.2% | 加碼 |
| EP Wealth Advisors, LLC | 210,837 | $205.3 萬 | 0.03% | +208,820+10,353.0% | 加碼 |
| Lindenwold Advisors | 3,182 | $204.6 萬 | 1.25% | −613−16.2% | 減碼 |
| Johnson Financial Group, Inc. | 3,176 | $204.4 萬 | 0.14% | +185+6.2% | 加碼 |
| Scott & Selber, Inc. | 3,139 | $201.8 萬 | 0.79% | −8−0.3% | 減碼 |
| Martin Capital Advisors, LLP | 3,137 | $201.7 萬 | 1.85% | +44+1.4% | 加碼 |
| Vestcor Inc | 3,082 | $198.1 萬 | 0.07% | −594−16.2% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 3,080 | $198.0 萬 | 0.13% | −950−23.6% | 減碼 |
| Atlas Capital Advisors LLC | 3,080 | $198.0 萬 | 0.30% | +72+2.4% | 加碼 |
| Cetera Advisors LLC | 3,069 | $197.3 萬 | 0.03% | +174+6.0% | 加碼 |
| Resources Management Corp | 3,042 | $195.6 萬 | 0.31% | +2,367+350.7% | 加碼 |
| Jackson Square Capital, LLC | 3,042 | $195.6 萬 | 0.79% | −158−4.9% | 減碼 |
| Joseph Group Capital Management | 3,035 | $195.1 萬 | 1.64% | −587−16.2% | 減碼 |
| SevenBridge Financial Group, LLC | 3,025 | $194.5 萬 | 0.50% | +671+28.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,034 | $193.7 萬 | 0.57% | −78−2.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,994 | $191.7 萬 | 0.05% | +2,431+431.8% | 加碼 |
| Regions Financial Corp | 2,973 | $191.1 萬 | 0.02% | +207+7.5% | 加碼 |
| Glenview Trust Co | 2,957 | $190.1 萬 | 0.05% | +576+24.2% | 加碼 |
| Capital Advisors Inc | 2,948 | $189.5 萬 | 0.05% | +111+3.9% | 加碼 |
| Oak Harvest Investment Services | 2,936 | $188.8 萬 | 0.42% | −428−12.7% | 減碼 |
| Martingale Asset Management L P | 2,918 | $187.6 萬 | 0.04% | +490+20.2% | 加碼 |
| Davidson Capital Management Inc. | 2,912 | $187.2 萬 | 0.93% | +22+0.8% | 加碼 |
| Palouse Capital Management, Inc. | 2,895 | $186.1 萬 | 1.30% | −338−10.5% | 減碼 |
| Financial Advisory Service, Inc. | 2,879 | $185.1 萬 | 0.23% | +418+17.0% | 加碼 |
| Stiles Financial Services Inc | 2,872 | $184.6 萬 | 0.92% | +751+35.4% | 加碼 |
| CenterBook Partners LP | 2,861 | $183.9 萬 | 0.23% | −5,798−67.0% | 減碼 |
| Calamos Wealth Management LLC | 2,854 | $183.5 萬 | 0.13% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 2,824 | $181.5 萬 | 0.10% | +26+0.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 2,808 | $180.5 萬 | 0.39% | −473−14.4% | 減碼 |
| First Business Financial Services, Inc. | 2,805 | $180.3 萬 | 0.22% | +5+0.2% | 加碼 |
| Investment Management Corp of Ontario | 2,788 | $179.2 萬 | 0.08% | −638−18.6% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $178.9 萬 | 0.65% | 00.0% | 不變 |
| BancorpSouth Bank | 2,763 | $177.6 萬 | 0.15% | −40−1.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $176.8 萬 | 0.22% | 00.0% | 不變 |
| First Foundation Advisors | 2,734 | $175.8 萬 | 0.08% | +65+2.4% | 加碼 |
| Prudent Man Advisors, LLC | 2,723 | $175.1 萬 | 0.66% | −29−1.1% | 減碼 |
| Stokes Family Office, LLC | 2,684 | $172.5 萬 | 0.20% | −186−6.5% | 減碼 |
| SRN Advisors, LLC | 2,678 | $172.2 萬 | 1.53% | −52−1.9% | 減碼 |
| Oppenheimer & Co Inc | 2,642 | $169.8 萬 | 0.03% | +541+25.7% | 加碼 |
| Gradient Capital Advisors, LLC | 2,629 | $169.0 萬 | 0.68% | +23+0.9% | 加碼 |
| Bleakley Financial Group, LLC | 2,620 | $168.4 萬 | 0.05% | −3−0.1% | 減碼 |
| Sawtooth Solutions, LLC | 2,619 | $168.4 萬 | 0.05% | −5−0.2% | 減碼 |
| Hoey Investments, Inc | 2,604 | $167.4 萬 | 0.55% | −221−7.8% | 減碼 |
| Independent Financial Group, LLC | 2,593 | $166.7 萬 | 0.11% | +466+21.9% | 加碼 |
| InterOcean Capital Group, LLC | 2,593 | $166.7 萬 | 0.05% | +143+5.8% | 加碼 |
| Trust Co of Oklahoma | 2,567 | $165.0 萬 | 0.61% | −110−4.1% | 減碼 |
| Apollon Wealth Management, LLC | 2,559 | $164.5 萬 | 0.08% | +420+19.6% | 加碼 |
| Redwood Investment Management, LLC | 2,554 | $164.2 萬 | 0.17% | +2,554 | 新進 |
| 180 Wealth Advisors, LLC | 2,502 | $162.9 萬 | 0.36% | −72−2.8% | 減碼 |
| Benchmark Investment Advisors LLC | 2,533 | $162.8 萬 | 1.50% | +510+25.2% | 加碼 |
| Bank of Stockton | 2,530 | $162.6 萬 | 0.56% | +106+4.4% | 加碼 |
| Everence Capital Management Inc | 2,633 | $162.4 萬 | 0.13% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 2,525 | $162.3 萬 | 0.17% | +36+1.4% | 加碼 |
| Moors & Cabot, Inc. | 2,523 | $162.2 萬 | 0.11% | −610−19.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,518 | $161.9 萬 | 0.31% | −221−8.1% | 減碼 |
| LCNB Corp | 2,517 | $161.8 萬 | 0.69% | −32−1.3% | 減碼 |
| Perpetual Ltd | 2,515 | $161.7 萬 | 0.01% | +392+18.5% | 加碼 |
| Estate Counselors, LLC | 2,510 | $161.4 萬 | 0.20% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 2,506 | $161.1 萬 | 0.36% | +53+2.2% | 加碼 |
| Needham Investment Management LLC | 2,500 | $160.7 萬 | 0.26% | 00.0% | 不變 |
| Pitcairn Co | 2,498 | $160.6 萬 | 0.14% | −66−2.6% | 減碼 |
| Morse Asset Management, Inc | 2,492 | $160.2 萬 | 0.49% | 00.0% | 不變 |
| Teza Capital Management LLC | 2,481 | $159.5 萬 | 0.26% | +1,853+295.1% | 加碼 |
| Veriti Management LLC | 2,473 | $159.0 萬 | 0.18% | +142+6.1% | 加碼 |
| Signature Wealth Management Group | 2,457 | $157.9 萬 | 0.74% | −219−8.2% | 減碼 |
| Consolidated Portfolio Review Corp | 2,435 | $156.5 萬 | 0.37% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,429 | $156.2 萬 | 0.08% | +32+1.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,428 | $156.0 萬 | 0.31% | +306+14.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,413 | $155.1 萬 | 0.05% | 00.0% | 不變 |
| Signaturefd, LLC | 2,394 | $153.9 萬 | 0.04% | +241+11.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $153.7 萬 | 0.01% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2,385 | $153.3 萬 | 0.13% | −8,220−77.5% | 減碼 |
| Cypress Capital Group | 2,384 | $153.3 萬 | 0.22% | −96−3.9% | 減碼 |
| Mission Wealth Management, LP | 2,372 | $152.5 萬 | 0.06% | −593−20.0% | 減碼 |
| Fiera Capital Corp | 2,371 | $152.4 萬 | 0.00% | −169−6.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,358 | $151.6 萬 | 0.08% | −162−6.4% | 減碼 |
| Davenport & Co LLC | 2,358 | $151.6 萬 | 0.01% | +14+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,347 | $150.9 萬 | 0.02% | +31+1.3% | 加碼 |
| E Fund Management Co., Ltd. | 2,326 | $149.5 萬 | 0.12% | −333−12.5% | 減碼 |
| Comerica Securities,inc. | 2,309 | $148.8 萬 | 0.10% | −122−5.0% | 減碼 |
| Triangle Securities Wealth Management | 2,312 | $148.6 萬 | 0.51% | −65−2.7% | 減碼 |
| Paradigm Asset Management Co LLC | 2,300 | $147.9 萬 | 0.40% | +2,300 | 新進 |
| Farmers & Merchants Investments Inc | 2,296 | $147.6 萬 | 0.06% | −15−0.6% | 減碼 |
| Venturi Wealth Management, LLC | 2,290 | $147.2 萬 | 0.12% | −61−2.6% | 減碼 |
| Bray Capital Advisors | 2,275 | $146.3 萬 | 0.44% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 2,258 | $145.5 萬 | 0.17% | 00.0% | 不變 |
| Kiwi Wealth Investments Limited Partnership | 2,254 | $144.9 萬 | 0.09% | +2,254 | 新進 |
| Madison Wealth Management | 2,216 | $142.5 萬 | 0.29% | +11+0.5% | 加碼 |
| Commonwealth Retirement Investments LLC | 2,214 | $142.3 萬 | 0.79% | +2,214 | 新進 |