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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 1,890 | $118.5 萬 | 0.02% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 1,904 | $119.4 萬 | 0.15% | +50+2.7% | 加碼 |
| Sigma Planning Corp | 1,914 | $120.0 萬 | 0.04% | −123−6.0% | 減碼 |
| GTS Securities LLC | 1,937 | $121.4 萬 | 0.03% | +1,937 | 新進 |
| Balentine LLC | 1,961 | $122.9 萬 | 0.04% | +71+3.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,969 | $123.4 萬 | 0.06% | +692+54.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,973 | $123.6 萬 | 0.24% | +180+10.0% | 加碼 |
| Regal Investment Advisors LLC | 1,992 | $124.9 萬 | 0.11% | +526+35.9% | 加碼 |
| Tradition Wealth Management, LLC | 1,996 | $125.1 萬 | 0.15% | +8+0.4% | 加碼 |
| Arjuna Capital | 1,996 | $125.1 萬 | 0.45% | +79+4.1% | 加碼 |
| Engineers Gate Manager LP | 1,996 | $125.1 萬 | 0.05% | +1,412+241.8% | 加碼 |
| Delphi Management Inc | 2,014 | $126.2 萬 | 1.29% | −103−4.9% | 減碼 |
| Leelyn Smith, LLC | 2,014 | $126.2 萬 | 0.31% | −24−1.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,043 | $128.0 萬 | 0.13% | +114+5.9% | 加碼 |
| Clearstead Advisors, LLC | 2,047 | $128.3 萬 | 0.08% | +372+22.2% | 加碼 |
| First Hawaiian Bank | 2,049 | $128.4 萬 | 0.04% | −5−0.2% | 減碼 |
| Quadrant Capital Group LLC | 2,049 | $128.5 萬 | 0.13% | +151+8.0% | 加碼 |
| Boston Private Wealth LLC | 2,065 | $129.4 萬 | 0.03% | −149−6.7% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,070 | $129.7 萬 | 0.61% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 2,072 | $129.9 萬 | 0.13% | +3+0.1% | 加碼 |
| Eads & Heald Wealth Management | 2,079 | $130.3 萬 | 0.68% | +257+14.1% | 加碼 |
| Trust Co of Toledo NA | 2,079 | $130.3 萬 | 0.26% | −76−3.5% | 減碼 |
| Weatherly Asset Management L. P. | 2,074 | $130.4 萬 | 0.16% | −184−8.1% | 減碼 |
| PEAK6 Investments LLC | 2,084 | $130.6 萬 | 0.06% | −301−12.6% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,092 | $131.1 萬 | 0.39% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 2,094 | $131.2 萬 | 0.27% | −424−16.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,100 | $131.6 萬 | 0.05% | +315+17.6% | 加碼 |
| Paradigm Asset Management Co LLC | 2,100 | $131.6 萬 | 0.37% | −200−8.7% | 減碼 |
| Private Trust Co NA | 2,106 | $132.0 萬 | 0.17% | −31−1.5% | 減碼 |
| HGK Asset Management Inc | 2,126 | $133.3 萬 | 0.44% | −70−3.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,127 | $133.3 萬 | 0.04% | +142+7.2% | 加碼 |
| STF Management LP | 2,156 | $135.1 萬 | 0.72% | +1,316+156.7% | 加碼 |
| Bay Rivers Group | 2,178 | $136.5 萬 | 1.05% | +93+4.5% | 加碼 |
| Venturi Wealth Management, LLC | 2,188 | $137.2 萬 | 0.11% | −102−4.5% | 減碼 |
| Keudell/Morrison Wealth Management | 2,192 | $137.4 萬 | 0.42% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 2,192 | $137.4 萬 | 0.14% | +91+4.3% | 加碼 |
| Tealwood Asset Management Inc | 2,194 | $137.5 萬 | 0.71% | +42+2.0% | 加碼 |
| Triangle Securities Wealth Management | 2,195 | $137.6 萬 | 0.49% | −117−5.1% | 減碼 |
| Merit Financial Group, LLC | 2,206 | $138.3 萬 | 0.05% | +320+17.0% | 加碼 |
| Wahed Invest LLC | 2,212 | $138.6 萬 | 0.45% | +276+14.3% | 加碼 |
| Geneva Partners, LLC | 2,224 | $139.4 萬 | 0.92% | +905+68.6% | 加碼 |
| Farmers & Merchants Investments Inc | 2,225 | $139.5 萬 | 0.05% | −71−3.1% | 減碼 |
| Commonwealth Retirement Investments LLC | 2,236 | $140.1 萬 | 0.81% | +22+1.0% | 加碼 |
| Cookson Peirce & Co Inc | 2,238 | $140.3 萬 | 0.09% | +86+4.0% | 加碼 |
| RWC Asset Management LLP | 2,246 | $140.8 萬 | 0.09% | −21,256−90.4% | 減碼 |
| Madison Wealth Management | 2,247 | $140.8 萬 | 0.30% | +31+1.4% | 加碼 |
| Ritholtz Wealth Management | 2,248 | $140.9 萬 | 0.06% | +37+1.7% | 加碼 |
| Edentree Asset Management Ltd | 2,250 | $141.0 萬 | 0.55% | −10,400−82.2% | 減碼 |
| Meeder Advisory Services, Inc. | 2,250 | $141.0 萬 | 0.18% | −275−10.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,252 | $141.1 萬 | 0.02% | −95−4.0% | 減碼 |
| Versor Investments LP | 2,265 | $142.0 萬 | 0.29% | +1,849+444.5% | 加碼 |
| Matisse Capital | 2,272 | $142.4 萬 | 1.01% | −1,550−40.6% | 減碼 |
| Bray Capital Advisors | 2,275 | $142.6 萬 | 0.43% | 00.0% | 不變 |
| Ossiam | 2,277 | $142.7 萬 | 0.03% | +535+30.7% | 加碼 |
| Caxton Associates LP | 2,299 | $144.1 萬 | 0.20% | −2,147−48.3% | 減碼 |
| Signaturefd, LLC | 2,329 | $146.0 萬 | 0.04% | −65−2.7% | 減碼 |
| L2 Asset Management, LLC | 304 | $146.5 萬 | 0.70% | −1,716−85.0% | 減碼 |
| Mission Wealth Management, LP | 2,343 | $146.8 萬 | 0.06% | −29−1.2% | 減碼 |
| Davenport & Co LLC | 2,351 | $147.4 萬 | 0.01% | −7−0.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,388 | $149.7 萬 | 0.05% | −25−1.0% | 減碼 |
| Bank of Stockton | 2,558 | $149.7 萬 | 0.56% | +28+1.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $149.9 萬 | 0.01% | 00.0% | 不變 |
| Fiera Capital Corp | 2,415 | $151.4 萬 | 0.00% | +44+1.9% | 加碼 |
| Consolidated Portfolio Review Corp | 2,435 | $152.6 萬 | 0.37% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 2,442 | $153.1 萬 | 0.05% | −178−6.8% | 減碼 |
| Sawtooth Solutions, LLC | 2,442 | $153.1 萬 | 0.05% | −177−6.8% | 減碼 |
| Prudent Man Advisors, LLC | 2,452 | $153.7 萬 | 0.61% | −271−10.0% | 減碼 |
| Morse Asset Management, Inc | 2,455 | $153.9 萬 | 0.49% | −37−1.5% | 減碼 |
| Exchange Traded Concepts, LLC | 2,458 | $154.1 萬 | 0.04% | +549+28.8% | 加碼 |
| E Fund Management Co., Ltd. | 2,463 | $154.4 萬 | 0.12% | +137+5.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,487 | $155.9 萬 | 0.07% | +129+5.5% | 加碼 |
| 180 Wealth Advisors, LLC | 2,487 | $155.9 萬 | 0.35% | −15−0.6% | 減碼 |
| LCNB Corp | 2,492 | $156.2 萬 | 0.69% | −25−1.0% | 減碼 |
| Estate Counselors, LLC | 2,500 | $156.7 萬 | 0.21% | −10−0.4% | 減碼 |
| Needham Investment Management LLC | 2,500 | $156.7 萬 | 0.27% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,501 | $156.7 萬 | 0.08% | +72+3.0% | 加碼 |
| Jefferies Financial Group Inc. | 2,506 | $157.1 萬 | 0.04% | +1,840+276.3% | 加碼 |
| Altman Advisors, Inc. | 2,506 | $157.1 萬 | 0.98% | +2,506 | 新進 |
| First Foundation Advisors | 2,544 | $159.5 萬 | 0.07% | −190−6.9% | 減碼 |
| Moors & Cabot, Inc. | 2,546 | $159.6 萬 | 0.11% | +23+0.9% | 加碼 |
| InterOcean Capital Group, LLC | 2,554 | $160.1 萬 | 0.05% | −39−1.5% | 減碼 |
| Trust Co of Oklahoma | 2,567 | $160.9 萬 | 0.64% | 00.0% | 不變 |
| Van Leeuwen & Company, LLC | 2,570 | $161.1 萬 | 1.00% | +2,221+636.4% | 加碼 |
| Pitcairn Co | 2,576 | $161.5 萬 | 0.13% | +78+3.1% | 加碼 |
| Veriti Management LLC | 2,583 | $161.9 萬 | 0.19% | +110+4.4% | 加碼 |
| Genus Capital Management Inc. | 2,594 | $162.6 萬 | 0.26% | −5,800−69.1% | 減碼 |
| Apollon Wealth Management, LLC | 2,603 | $163.1 萬 | 0.08% | +44+1.7% | 加碼 |
| Everence Capital Management Inc | 2,633 | $165.0 萬 | 0.13% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 2,633 | $165.0 萬 | 0.69% | +4+0.2% | 加碼 |
| Cypress Capital Group | 2,667 | $167.1 萬 | 0.24% | +283+11.9% | 加碼 |
| Calamos Wealth Management LLC | 2,672 | $167.5 萬 | 0.13% | −182−6.4% | 減碼 |
| Stokes Family Office, LLC | 2,675 | $167.7 萬 | 0.20% | −9−0.3% | 減碼 |
| EFG Asset Management (North America) Corp. | 2,704 | $169.4 萬 | 0.40% | −104−3.7% | 減碼 |
| Fund Management at Engine No. 1 LLC | 2,736 | $171.5 萬 | 0.27% | +787+40.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $172.4 萬 | 0.23% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 2,759 | $172.9 萬 | 0.04% | +117+4.4% | 加碼 |
| BancorpSouth Bank | 2,763 | $173.2 萬 | 0.15% | 00.0% | 不變 |
| SRN Advisors, LLC | 2,770 | $173.6 萬 | 1.72% | +92+3.4% | 加碼 |
| G&S Capital LLC | 2,773 | $173.8 萬 | 0.89% | −654−19.1% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $174.4 萬 | 0.67% | 00.0% | 不變 |