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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 2,801 | $175.5 萬 | 1.77% | +268+10.6% | 加碼 |
| First Business Financial Services, Inc. | 2,829 | $177.3 萬 | 0.23% | +24+0.9% | 加碼 |
| Goodman Advisory Group, LLC | 2,834 | $177.6 萬 | 0.66% | −506−15.1% | 減碼 |
| Wetherby Asset Management Inc | 2,837 | $177.8 萬 | 0.10% | +13+0.5% | 加碼 |
| Martingale Asset Management L P | 2,843 | $178.2 萬 | 0.04% | −75−2.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,844 | $178.3 萬 | 0.08% | +648+29.5% | 加碼 |
| Hoey Investments, Inc | 2,863 | $179.4 萬 | 0.60% | +259+9.9% | 加碼 |
| Aurora Investment Counsel | 2,866 | $179.6 萬 | 1.19% | −1,095−27.6% | 減碼 |
| Joseph Group Capital Management | 2,889 | $181.1 萬 | 1.30% | −146−4.8% | 減碼 |
| Davidson Capital Management Inc. | 2,895 | $181.4 萬 | 0.90% | −17−0.6% | 減碼 |
| Palouse Capital Management, Inc. | 2,923 | $183.2 萬 | 1.36% | +28+1.0% | 加碼 |
| Oak Harvest Investment Services | 2,941 | $184.3 萬 | 0.39% | +5+0.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,946 | $184.6 萬 | 0.18% | +1,743+144.9% | 加碼 |
| Capital Advisors Inc | 2,956 | $185.3 萬 | 0.05% | +8+0.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 2,970 | $186.2 萬 | 0.54% | −64−2.1% | 減碼 |
| Financial Advisory Service, Inc. | 2,974 | $186.4 萬 | 0.20% | +95+3.3% | 加碼 |
| Alternative Investment Advisors, LLC. | 2,972 | $186.4 萬 | 1.30% | +2,972 | 新進 |
| Resources Management Corp | 2,992 | $187.5 萬 | 0.31% | −50−1.6% | 減碼 |
| CenterBook Partners LP | 2,994 | $187.7 萬 | 0.23% | +133+4.6% | 加碼 |
| Regions Financial Corp | 3,020 | $189.3 萬 | 0.02% | +47+1.6% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,034 | $190.2 萬 | 0.28% | −736−19.5% | 減碼 |
| Teza Capital Management LLC | 3,050 | $191.2 萬 | 0.31% | +569+22.9% | 加碼 |
| Redwood Investment Management, LLC | 3,073 | $192.6 萬 | 0.17% | +519+20.3% | 加碼 |
| Patton Fund Management, Inc. | 3,077 | $192.9 萬 | 0.52% | −2,081−40.3% | 減碼 |
| Jackson Square Capital, LLC | 3,080 | $193.0 萬 | 0.78% | +38+1.2% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,091 | $193.7 萬 | 0.91% | +3,091 | 新進 |
| Ostrum Asset Management | 3,124 | $195.8 萬 | 0.18% | −1,227−28.2% | 減碼 |
| Scott & Selber, Inc. | 3,132 | $196.3 萬 | 0.81% | −7−0.2% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,147 | $197.2 萬 | 0.21% | −1,270−28.8% | 減碼 |
| Synovus Financial Corp | 3,156 | $197.8 萬 | 0.02% | −156−4.7% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,169 | $198.6 萬 | 0.32% | −141−4.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,173 | $198.8 萬 | 0.49% | −44−1.4% | 減碼 |
| Martin Capital Advisors, LLP | 3,180 | $199.3 萬 | 1.94% | +43+1.4% | 加碼 |
| Lindenwold Advisors | 3,183 | $199.5 萬 | 1.24% | +10.0% | 加碼 |
| Johnson Financial Group, Inc. | 3,182 | $199.9 萬 | 0.14% | +6+0.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,203 | $200.7 萬 | 0.35% | +775+31.9% | 加碼 |
| Heritage Trust Co | 3,205 | $200.9 萬 | 0.31% | −6,703−67.7% | 減碼 |
| PFG Advisors | 3,242 | $203.2 萬 | 0.18% | −277−7.9% | 減碼 |
| Cetera Advisors LLC | 3,247 | $203.5 萬 | 0.03% | +178+5.8% | 加碼 |
| Perennial Advisors, LLC | 3,266 | $204.7 萬 | 0.55% | −281−7.9% | 減碼 |
| TD Waterhouse Canada Inc. | 3,217 | $205.1 萬 | 0.02% | −190−5.6% | 減碼 |
| Exchange Capital Management, Inc. | 3,295 | $206.5 萬 | 0.39% | −85−2.5% | 減碼 |
| EP Wealth Advisors, LLC | 3,298 | $206.7 萬 | 0.03% | −207,539−98.4% | 減碼 |
| Harber Asset Management LLC | 3,313 | $207.6 萬 | 0.58% | −7,000−67.9% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,347 | $209.8 萬 | 0.02% | +1,480+79.3% | 加碼 |
| SevenBridge Financial Group, LLC | 3,351 | $210.0 萬 | 0.54% | +326+10.8% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,370 | $211.2 萬 | 0.09% | +43+1.3% | 加碼 |
| Bard Financial Services, Inc. | 3,375 | $211.5 萬 | 0.26% | 00.0% | 不變 |
| Greenleaf Trust | 3,442 | $215.7 萬 | 0.02% | +18+0.5% | 加碼 |
| Navellier & Associates Inc | 3,460 | $216.9 萬 | 0.37% | +3,460 | 新進 |
| Tower Bridge Advisors | 3,488 | $218.6 萬 | 0.20% | +290+9.1% | 加碼 |
| Westhampton Capital, LLC | 3,497 | $219.2 萬 | 1.41% | +24+0.7% | 加碼 |
| Oak Associates, Ltd | 3,500 | $219.4 萬 | 0.18% | 00.0% | 不變 |
| CX Institutional | 3,535 | $221.6 萬 | 0.12% | −6,748−65.6% | 減碼 |
| Primoris Wealth Advisors, LLC | 3,537 | $221.7 萬 | 2.68% | 00.0% | 不變 |
| Marshall Financial Group LLC | 3,542 | $222.0 萬 | 0.80% | −74−2.0% | 減碼 |
| Stiles Financial Services Inc | 3,568 | $223.6 萬 | 1.16% | +696+24.2% | 加碼 |
| E&G Advisors, LP | 3,593 | $225.2 萬 | 0.82% | −100−2.7% | 減碼 |
| Symmetry Partners, LLC | 3,627 | $227.3 萬 | 0.12% | −201−5.3% | 減碼 |
| Eisler Capital (US) LLC | 3,632 | $227.6 萬 | 0.84% | +3,632 | 新進 |
| Atlas Capital Advisors LLC | 3,705 | $232.2 萬 | 0.38% | +625+20.3% | 加碼 |
| Park Avenue Securities LLC | 3,708 | $232.4 萬 | 0.04% | +3,708 | 新進 |
| Central Trust Co | 3,727 | $233.6 萬 | 0.07% | −21−0.6% | 減碼 |
| Cloverfields Capital Group, LP | 3,736 | $234.2 萬 | 1.05% | +370+11.0% | 加碼 |
| Motley Fool Asset Management LLC | 3,820 | $239.4 萬 | 0.19% | +282+8.0% | 加碼 |
| Capula Management Ltd | 3,821 | $239.5 萬 | 0.16% | +3,821 | 新進 |
| Integrated Wealth Concepts LLC | 3,828 | $240.0 萬 | 0.04% | +74+2.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,845 | $241.0 萬 | 0.54% | +1,339+53.4% | 加碼 |
| MV Capital Management, Inc. | 3,850 | $241.3 萬 | 0.32% | +68+1.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,905 | $244.7 萬 | 0.01% | +2,219+131.6% | 加碼 |
| Dana Investment Advisors, Inc. | 3,921 | $245.8 萬 | 0.13% | +97+2.5% | 加碼 |
| Vinva Investment Management Ltd | 3,922 | $246.1 萬 | 0.23% | −130−3.2% | 減碼 |
| Columbia Trust Co 01012016 | 3,966 | $248.6 萬 | 1.44% | −87−2.1% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,991 | $250.1 萬 | 0.04% | +91+2.3% | 加碼 |
| MAI Capital Management | 3,994 | $250.3 萬 | 0.04% | −36−0.9% | 減碼 |
| Viking Fund Management LLC | 4,000 | $250.7 萬 | 0.51% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,045 | $253.5 萬 | 0.25% | −15−0.4% | 減碼 |
| Cutler Group LP | 4,123 | $258.4 萬 | 0.41% | +310+8.1% | 加碼 |
| Monetary Management Group Inc | 4,131 | $258.9 萬 | 0.86% | −1,025−19.9% | 減碼 |
| Trustmark National Bank Trust Department | 4,141 | $259.5 萬 | 0.26% | −40−1.0% | 減碼 |
| Keybank National Association | 4,141 | $259.5 萬 | 0.01% | −74−1.8% | 減碼 |
| Glenview Trust Co | 4,151 | $260.2 萬 | 0.07% | +1,194+40.4% | 加碼 |
| Acadian Asset Management LLC | 4,176 | $261.3 萬 | 0.01% | −1,021−19.6% | 減碼 |
| Ballentine Partners, LLC | 4,174 | $261.6 萬 | 0.06% | +23+0.6% | 加碼 |
| Green Alpha Advisors, LLC | 4,187 | $262.5 萬 | 2.02% | −268−6.0% | 減碼 |
| Argent Trust Co | 4,196 | $263.0 萬 | 0.14% | +837+24.9% | 加碼 |
| LSV Asset Management | 4,200 | $263.2 萬 | 0.01% | −14,642−77.7% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $263.2 萬 | 0.03% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 4,208 | $263.7 萬 | 0.07% | −29−0.7% | 減碼 |
| CWM, LLC | 4,212 | $264.0 萬 | 0.02% | +242+6.1% | 加碼 |
| Arkadios Wealth Advisors | 4,280 | $268.3 萬 | 0.25% | +54+1.3% | 加碼 |
| Gunderson Capital Management Inc. | 4,294 | $269.1 萬 | 1.83% | −1,994−31.7% | 減碼 |
| Hoylecohen, LLC | 4,295 | $269.2 萬 | 0.25% | +109+2.6% | 加碼 |
| Sanders Morris Harris LLC | 4,257 | $269.5 萬 | 0.55% | +15+0.4% | 加碼 |
| TTP Investments, Inc. | 4,325 | $271.1 萬 | 1.79% | +309+7.7% | 加碼 |
| Brown Advisory Inc | 4,357 | $273.1 萬 | 0.00% | +82+1.9% | 加碼 |
| TKG Advisors, LLC | 4,372 | $274.1 萬 | 1.83% | −1,047−19.3% | 減碼 |
| Groesbeck Investment Management Corp | 4,404 | $276.0 萬 | 4.18% | +56+1.3% | 加碼 |
| Nikulski Financial, Inc. | 4,469 | $280.1 萬 | 1.16% | +422+10.4% | 加碼 |
| Centiva Capital, LP | 4,529 | $283.9 萬 | 0.14% | +4,529 | 新進 |