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、6 筆賣出；2026 年第 2 季末有 3,142 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 3 季 13F 持有人
Lam Research Corp 在 2023/9/30 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
- 1,451
- 較 2023 年第 2 季 +34 家
- 持有股數
- 1.11 億
- 較 2023 年第 2 季 −185.5 萬 (−1.6%)
- 總市值
- $697.1 億
- 較 2023 年第 2 季 −$26.8 億 (−3.7%)
- 新進機構
- 124
- 另有 527 家加碼
- 清倉機構
- 90
- 另有 547 家減碼
另有 17 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| One River Asset Management, LLC | 1,331 | $83.6 萬 | 0.39% | +1,325+22,083.3% | 加碼 |
| Herold Advisors, Inc. | 1,337 | $83.8 萬 | 0.25% | −126−8.6% | 減碼 |
| Clear Creek Financial Management, LLC | 1,342 | $84.1 萬 | 0.15% | +17+1.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 1,355 | $84.9 萬 | 0.12% | −5−0.4% | 減碼 |
| Rehmann Capital Advisory Group | 1,361 | $85.3 萬 | 0.08% | −125−8.4% | 減碼 |
| Centennial Bank | 1,366 | $85.6 萬 | 0.59% | +8+0.6% | 加碼 |
| Montag A & Associates Inc | 1,365 | $85.8 萬 | 0.05% | 00.0% | 不變 |
| Strong Tower Advisory Services | 1,390 | $87.2 萬 | 0.44% | −1−0.1% | 減碼 |
| Albert D Mason Inc | 1,392 | $87.3 萬 | 0.63% | +37+2.7% | 加碼 |
| Change Path, LLC | 1,398 | $87.6 萬 | 0.06% | −134−8.7% | 減碼 |
| CFO4Life Group, LLC | 1,414 | $88.6 萬 | 0.20% | −62−4.2% | 減碼 |
| Mainstay Capital Management LLC | 1,419 | $88.9 萬 | 0.19% | −328−18.8% | 減碼 |
| Texas Capital Bancshares Inc | 1,425 | $89.3 萬 | 0.49% | +3+0.2% | 加碼 |
| Moody National Bank Trust Division | 1,426 | $89.4 萬 | 0.06% | −36−2.5% | 減碼 |
| Lincoln National Corp | 1,436 | $90.0 萬 | 0.02% | −153−9.6% | 減碼 |
| KRS Capital Management, LLC | 1,438 | $90.1 萬 | 0.96% | −10−0.7% | 減碼 |
| Scotia Capital Inc. | 1,439 | $90.2 萬 | 0.01% | −231−13.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,439 | $90.2 萬 | 0.41% | 00.0% | 不變 |
| Cigna Investments Inc | 1,440 | $90.3 萬 | 0.21% | −202−12.3% | 減碼 |
| We Are One Seven, LLC | 1,449 | $90.8 萬 | 0.07% | +577+66.2% | 加碼 |
| MBM Wealth Consultants, LLC | 1,410 | $90.9 萬 | 0.40% | −208−12.9% | 減碼 |
| Balyasny Asset Management LLC | 1,451 | $90.9 萬 | 0.00% | +645+80.0% | 加碼 |
| Summit Global Investments | 1,457 | $91.3 萬 | 0.06% | +7+0.5% | 加碼 |
| JT Stratford LLC | 1,466 | $91.9 萬 | 0.24% | +455+45.0% | 加碼 |
| Mechanics Bank Trust Department | 1,467 | $91.9 萬 | 0.15% | +34+2.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 1,474 | $92.4 萬 | 0.04% | −289−16.4% | 減碼 |
| Cohen Klingenstein LLC | 1,500 | $94.0 萬 | 0.04% | 00.0% | 不變 |
| Quantamental Technologies LLC | 1,502 | $94.1 萬 | 0.88% | +1,502 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 1,533 | $96.1 萬 | 0.29% | +60+4.1% | 加碼 |
| Smithfield Trust Co | 1,539 | $97.0 萬 | 0.06% | +21+1.4% | 加碼 |
| Phraction Management LLC | 1,551 | $97.2 萬 | 0.47% | −124−7.4% | 減碼 |
| Eqis Capital Management, Inc. | 1,556 | $97.5 萬 | 0.12% | −73−4.5% | 減碼 |
| Trust Asset Management LLC | 1,558 | $97.7 萬 | 0.11% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 1,578 | $98.9 萬 | 0.66% | −1,729−52.3% | 減碼 |
| Glen Eagle Advisors, LLC | 1,578 | $98.9 萬 | 0.23% | +4+0.3% | 加碼 |
| Johnson Investment Counsel Inc | 1,579 | $99.0 萬 | 0.01% | +98+6.6% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,587 | $99.4 萬 | 0.33% | +1+0.1% | 加碼 |
| Salomon & Ludwin, LLC | 1,587 | $99.5 萬 | 0.10% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,590 | $99.7 萬 | 0.00% | +1,590 | 新進 |
| Brighton Jones LLC | 1,592 | $99.8 萬 | 0.05% | +64+4.2% | 加碼 |
| Marietta Investment Partners LLC | 1,593 | $99.8 萬 | 0.28% | +10+0.6% | 加碼 |
| Wexford Capital LP | 1,594 | $99.9 萬 | 0.23% | +1,594 | 新進 |
| Belpointe Asset Management LLC | 1,596 | $100.0 萬 | 0.10% | −23−1.4% | 減碼 |
| KCM Investment Advisors LLC | 1,600 | $100.3 萬 | 0.04% | −49−3.0% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,600 | $100.3 萬 | 0.32% | +1,600 | 新進 |
| Aquatic Capital Management LLC | 1,600 | $100.3 萬 | 0.04% | +1,600 | 新進 |
| Knowledge Leaders Capital, LLC | 1,601 | $100.3 萬 | 1.48% | −98−5.8% | 減碼 |
| Community Bank, N.A. | 1,606 | $100.7 萬 | 0.14% | −60−3.6% | 減碼 |
| Meridian Wealth Management, LLC | 1,620 | $101.6 萬 | 0.06% | +782+93.3% | 加碼 |
| Nicholas Investment Partners, LP | 1,629 | $102.1 萬 | 0.08% | 00.0% | 不變 |
| Allworth Financial LP | 1,639 | $102.7 萬 | 0.01% | +78+5.0% | 加碼 |
| Schechter Investment Advisors, LLC | 1,679 | $105.2 萬 | 0.10% | −246−12.8% | 減碼 |
| WSFS Capital Management, LLC | 1,687 | $105.7 萬 | 0.07% | −68−3.9% | 減碼 |
| Old National Bancorp | 1,689 | $105.9 萬 | 0.03% | −75−4.3% | 減碼 |
| Mather Group, LLC. | 1,690 | $105.9 萬 | 0.02% | +508+43.0% | 加碼 |
| Lake Street Financial LLC | 1,691 | $106.1 萬 | 0.19% | −12−0.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,695 | $106.2 萬 | 0.04% | +1+0.1% | 加碼 |
| GraniteShares Advisors LLC | 1,700 | $106.6 萬 | 0.99% | +1,364+406.0% | 加碼 |
| Jag Capital Management, LLC | 1,702 | $106.7 萬 | 0.13% | +109+6.8% | 加碼 |
| McDaniel Terry & Co | 1,705 | $106.9 萬 | 0.11% | 00.0% | 不變 |
| NWK Group, Inc. | 1,706 | $106.9 萬 | 0.66% | +1,706 | 新進 |
| Savant Capital, LLC | 1,706 | $107.0 萬 | 0.02% | +9+0.5% | 加碼 |
| TownSquare Capital, LLC | 1,706 | $107.0 萬 | 0.02% | +527+44.7% | 加碼 |
| Leavell Investment Management, Inc. | 1,701 | $107.0 萬 | 0.07% | −299−15.0% | 減碼 |
| Sunbelt Securities, Inc. | 1,722 | $107.9 萬 | 0.15% | +42+2.5% | 加碼 |
| IFP Advisors, Inc | 1,731 | $108.4 萬 | 0.05% | −975−36.0% | 減碼 |
| MWA Asset Management | 1,741 | $109.1 萬 | 1.05% | +1,741 | 新進 |
| Sloy Dahl & Holst, LLC | 1,743 | $109.2 萬 | 0.24% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 1,757 | $110.1 萬 | 1.45% | −205−10.4% | 減碼 |
| Middleton & Co Inc | 1,758 | $110.2 萬 | 0.15% | 00.0% | 不變 |
| Apriem Advisors | 1,762 | $110.4 萬 | 0.16% | −69−3.8% | 減碼 |
| Checchi Capital Advisers, LLC | 1,763 | $110.5 萬 | 0.10% | −6−0.3% | 減碼 |
| Diversified Trust Co | 1,766 | $110.7 萬 | 0.04% | +2+0.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,773 | $111.1 萬 | 0.45% | +650+57.9% | 加碼 |
| Vise Technologies, Inc. | 1,773 | $111.1 萬 | 0.27% | +103+6.2% | 加碼 |
| Noesis Capital Mangement Corp | 1,775 | $111.3 萬 | 0.29% | 00.0% | 不變 |
| Nippon Life Global Investors Americas, Inc. | 1,780 | $111.6 萬 | 0.07% | −1,300−42.2% | 減碼 |
| NVWM, LLC | 1,782 | $112.0 萬 | 0.37% | +5+0.3% | 加碼 |
| Perpetual Ltd | 1,788 | $112.1 萬 | 0.01% | −727−28.9% | 減碼 |
| Maven Securities LTD | 1,791 | $112.3 萬 | 0.12% | −2,210−55.2% | 減碼 |
| Credit Agricole S A | 1,793 | $112.4 萬 | 0.03% | +1,007+128.1% | 加碼 |
| Ibex Wealth Advisors | 1,812 | $113.6 萬 | 0.29% | +1,812 | 新進 |
| Cynosure Management, LLC | 1,823 | $114.3 萬 | 0.35% | −21−1.1% | 減碼 |
| Choate Investment Advisors | 1,824 | $114.3 萬 | 0.04% | +800+78.1% | 加碼 |
| XTX Topco Ltd | 1,827 | $114.5 萬 | 0.20% | +1,827 | 新進 |
| CAPROCK Group, Inc. | 1,825 | $114.8 萬 | 0.09% | +98+5.7% | 加碼 |
| Axxcess Wealth Management, LLC | 1,838 | $115.2 萬 | 0.04% | +1,417+336.6% | 加碼 |
| Empower Advisory Group, LLC | 1,842 | $115.5 萬 | 0.01% | +141+8.3% | 加碼 |
| Capital Investment Counsel, Inc | 1,845 | $115.6 萬 | 0.23% | 00.0% | 不變 |
| Capital Group Private Client Services, Inc. | 1,847 | $115.8 萬 | 0.01% | +212+13.0% | 加碼 |
| Intellectus Partners, LLC | 1,841 | $115.8 萬 | 0.37% | +1+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 1,856 | $116.4 萬 | 0.02% | −313−14.4% | 減碼 |
| Alta Wealth Advisors LLC | 1,861 | $116.6 萬 | 0.71% | +44+2.4% | 加碼 |
| Avantax Advisory Services, Inc. | 1,872 | $117.4 萬 | 0.01% | +27+1.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 1,872 | $117.7 萬 | 0.08% | +282+17.7% | 加碼 |
| Lifestyle Asset Management, Inc. | 1,881 | $117.9 萬 | 0.72% | −128−6.4% | 減碼 |
| Independent Advisor Alliance | 1,885 | $118.2 萬 | 0.05% | +140+8.0% | 加碼 |
| Wealth Alliance | 1,888 | $118.3 萬 | 0.19% | −36−1.9% | 減碼 |
| Chicago Trust Co NA | 1,888 | $118.3 萬 | 0.30% | −46−2.4% | 減碼 |
| Donoghue Forlines LLC | 1,888 | $118.3 萬 | 0.42% | −69−3.5% | 減碼 |