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 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 5,810 | $364.2 萬 | 1.49% | −15−0.3% | 減碼 |
| Charter Trust Co | 5,793 | $363.1 萬 | 0.29% | −107−1.8% | 減碼 |
| Royal Fund Management, LLC | 5,785 | $362.6 萬 | 0.52% | +122+2.2% | 加碼 |
| Cable Hill Partners, LLC | 5,783 | $362.5 萬 | 0.49% | −8,632−59.9% | 減碼 |
| Kinneret Advisory, LLC | 5,677 | $357.0 萬 | 0.44% | −3−0.1% | 減碼 |
| Advisors Capital Management, LLC | 5,616 | $352.0 萬 | 0.09% | +954+20.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,579 | $349.7 萬 | 0.27% | +9+0.2% | 加碼 |
| Penserra Capital Management LLC | 5,570 | $348.9 萬 | 0.07% | −103−1.8% | 減碼 |
| Vestcor Inc | 5,558 | $348.4 萬 | 0.13% | +2,476+80.3% | 加碼 |
| Siemens Fonds Invest GmbH | 5,546 | $347.6 萬 | 0.35% | −1,209−17.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 5,526 | $346.4 萬 | 0.13% | +1,189+27.4% | 加碼 |
| Metropolitan Life Insurance Co | 5,516 | $345.7 萬 | 0.18% | −339−5.8% | 減碼 |
| Midwest Professional Planners, LTD. | 5,509 | $345.3 萬 | 1.55% | +402+7.9% | 加碼 |
| Dark Forest Capital Management LP | 5,439 | $340.9 萬 | 0.29% | +4,075+298.8% | 加碼 |
| Fort Sheridan Advisors LLC | 5,379 | $337.1 萬 | 0.76% | +656+13.9% | 加碼 |
| Hennessy Advisors Inc | 5,260 | $329.7 萬 | 0.23% | −100−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,207 | $326.4 萬 | 0.13% | +698+15.5% | 加碼 |
| Strategic Financial Services, Inc, | 5,204 | $326.2 萬 | 0.25% | −47−0.9% | 減碼 |
| Malaga Cove Capital, LLC | 5,162 | $323.5 萬 | 1.49% | −62−1.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,104 | $319.9 萬 | 0.25% | +282+5.8% | 加碼 |
| Caas Capital Management LP | 5,100 | $319.7 萬 | 0.71% | +5,100 | 新進 |
| Steward Partners Investment Advisory, LLC | 5,094 | $319.3 萬 | 0.05% | +1,177+30.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,034 | $315.5 萬 | 0.31% | +3,988+381.3% | 加碼 |
| Steel Peak Wealth Management LLC | 5,016 | $315.4 萬 | 0.20% | −78−1.5% | 減碼 |
| Voloridge Investment Management, LLC | 5,008 | $313.9 萬 | 0.02% | +5,008 | 新進 |
| Intrust Bank NA | 5,002 | $313.5 萬 | 0.40% | +24+0.5% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $313.3 萬 | 2.23% | 00.0% | 不變 |
| Twin Capital Management Inc | 4,996 | $313.1 萬 | 0.45% | +415+9.1% | 加碼 |
| Advisory Resource Group | 4,983 | $312.3 萬 | 0.84% | +4,253+582.6% | 加碼 |
| Perigon Wealth Management, LLC | 4,916 | $308.1 萬 | 0.12% | −16−0.3% | 減碼 |
| Probity Advisors, Inc. | 4,902 | $307.2 萬 | 0.71% | −114−2.3% | 減碼 |
| Advisors Asset Management, Inc. | 4,901 | $307.2 萬 | 0.07% | −331−6.3% | 減碼 |
| Prelude Capital Management, LLC | 4,872 | $305.4 萬 | 0.28% | +1,251+34.5% | 加碼 |
| Azzad Asset Management Inc | 4,857 | $304.4 萬 | 0.43% | −1,535−24.0% | 減碼 |
| Pacifica Partners Inc. | 4,857 | $304.0 萬 | 1.65% | −306−5.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,849 | $303.9 萬 | 0.65% | −205−4.1% | 減碼 |
| Blair William & Co | 4,822 | $302.2 萬 | 0.01% | +94+2.0% | 加碼 |
| Pearl River Capital, LLC | 4,800 | $300.8 萬 | 0.47% | −2,549−34.7% | 減碼 |
| GAM Holding AG | 4,779 | $299.5 萬 | 0.22% | +11+0.2% | 加碼 |
| Empirical Finance, LLC | 4,767 | $298.8 萬 | 0.22% | +441+10.2% | 加碼 |
| Pittenger & Anderson Inc | 4,734 | $296.7 萬 | 0.15% | +240+5.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 4,683 | $294.1 萬 | 0.28% | +507+12.1% | 加碼 |
| Terra Nova Asset Management LLC | 4,529 | $291.1 萬 | 2.65% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 4,615 | $289.3 萬 | 0.05% | −64−1.4% | 減碼 |
| Trust Co of Vermont | 4,605 | $288.6 萬 | 0.19% | −22−0.5% | 減碼 |
| Tiaa Trust, National Association | 4,587 | $287.5 萬 | 0.01% | +4,587 | 新進 |
| Proficio Capital Partners LLC | 4,559 | $285.8 萬 | 0.38% | +10+0.2% | 加碼 |
| Advisory Research Inc | 4,546 | $284.9 萬 | 0.40% | −445−8.9% | 減碼 |
| Eagle Asset Management Inc | 4,545 | $284.9 萬 | 0.02% | −85−1.8% | 減碼 |
| Rodgers Brothers Inc. | 4,540 | $284.6 萬 | 0.49% | +520+12.9% | 加碼 |
| Centiva Capital, LP | 4,529 | $283.9 萬 | 0.14% | +4,529 | 新進 |
| Nikulski Financial, Inc. | 4,469 | $280.1 萬 | 1.16% | +422+10.4% | 加碼 |
| Groesbeck Investment Management Corp | 4,404 | $276.0 萬 | 4.18% | +56+1.3% | 加碼 |
| TKG Advisors, LLC | 4,372 | $274.1 萬 | 1.83% | −1,047−19.3% | 減碼 |
| Brown Advisory Inc | 4,357 | $273.1 萬 | 0.00% | +82+1.9% | 加碼 |
| TTP Investments, Inc. | 4,325 | $271.1 萬 | 1.79% | +309+7.7% | 加碼 |
| Sanders Morris Harris LLC | 4,257 | $269.5 萬 | 0.55% | +15+0.4% | 加碼 |
| Hoylecohen, LLC | 4,295 | $269.2 萬 | 0.25% | +109+2.6% | 加碼 |
| Gunderson Capital Management Inc. | 4,294 | $269.1 萬 | 1.83% | −1,994−31.7% | 減碼 |
| Arkadios Wealth Advisors | 4,280 | $268.3 萬 | 0.25% | +54+1.3% | 加碼 |
| CWM, LLC | 4,212 | $264.0 萬 | 0.02% | +242+6.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,208 | $263.7 萬 | 0.07% | −29−0.7% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $263.2 萬 | 0.03% | 00.0% | 不變 |
| LSV Asset Management | 4,200 | $263.2 萬 | 0.01% | −14,642−77.7% | 減碼 |
| Argent Trust Co | 4,196 | $263.0 萬 | 0.14% | +837+24.9% | 加碼 |
| Green Alpha Advisors, LLC | 4,187 | $262.5 萬 | 2.02% | −268−6.0% | 減碼 |
| Ballentine Partners, LLC | 4,174 | $261.6 萬 | 0.06% | +23+0.6% | 加碼 |
| Acadian Asset Management LLC | 4,176 | $261.3 萬 | 0.01% | −1,021−19.6% | 減碼 |
| Glenview Trust Co | 4,151 | $260.2 萬 | 0.07% | +1,194+40.4% | 加碼 |
| Keybank National Association | 4,141 | $259.5 萬 | 0.01% | −74−1.8% | 減碼 |
| Trustmark National Bank Trust Department | 4,141 | $259.5 萬 | 0.26% | −40−1.0% | 減碼 |
| Monetary Management Group Inc | 4,131 | $258.9 萬 | 0.86% | −1,025−19.9% | 減碼 |
| Cutler Group LP | 4,123 | $258.4 萬 | 0.41% | +310+8.1% | 加碼 |
| Mill Capital Management, LLC | 4,045 | $253.5 萬 | 0.25% | −15−0.4% | 減碼 |
| Viking Fund Management LLC | 4,000 | $250.7 萬 | 0.51% | 00.0% | 不變 |
| MAI Capital Management | 3,994 | $250.3 萬 | 0.04% | −36−0.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,991 | $250.1 萬 | 0.04% | +91+2.3% | 加碼 |
| Columbia Trust Co 01012016 | 3,966 | $248.6 萬 | 1.44% | −87−2.1% | 減碼 |
| Vinva Investment Management Ltd | 3,922 | $246.1 萬 | 0.23% | −130−3.2% | 減碼 |
| Dana Investment Advisors, Inc. | 3,921 | $245.8 萬 | 0.13% | +97+2.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,905 | $244.7 萬 | 0.01% | +2,219+131.6% | 加碼 |
| MV Capital Management, Inc. | 3,850 | $241.3 萬 | 0.32% | +68+1.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,845 | $241.0 萬 | 0.54% | +1,339+53.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,828 | $240.0 萬 | 0.04% | +74+2.0% | 加碼 |
| Capula Management Ltd | 3,821 | $239.5 萬 | 0.16% | +3,821 | 新進 |
| Motley Fool Asset Management LLC | 3,820 | $239.4 萬 | 0.19% | +282+8.0% | 加碼 |
| Cloverfields Capital Group, LP | 3,736 | $234.2 萬 | 1.05% | +370+11.0% | 加碼 |
| Central Trust Co | 3,727 | $233.6 萬 | 0.07% | −21−0.6% | 減碼 |
| Park Avenue Securities LLC | 3,708 | $232.4 萬 | 0.04% | +3,708 | 新進 |
| Atlas Capital Advisors LLC | 3,705 | $232.2 萬 | 0.38% | +625+20.3% | 加碼 |
| Eisler Capital (US) LLC | 3,632 | $227.6 萬 | 0.84% | +3,632 | 新進 |
| Symmetry Partners, LLC | 3,627 | $227.3 萬 | 0.12% | −201−5.3% | 減碼 |
| E&G Advisors, LP | 3,593 | $225.2 萬 | 0.82% | −100−2.7% | 減碼 |
| Stiles Financial Services Inc | 3,568 | $223.6 萬 | 1.16% | +696+24.2% | 加碼 |
| Marshall Financial Group LLC | 3,542 | $222.0 萬 | 0.80% | −74−2.0% | 減碼 |
| Primoris Wealth Advisors, LLC | 3,537 | $221.7 萬 | 2.68% | 00.0% | 不變 |
| CX Institutional | 3,535 | $221.6 萬 | 0.12% | −6,748−65.6% | 減碼 |
| Oak Associates, Ltd | 3,500 | $219.4 萬 | 0.18% | 00.0% | 不變 |
| Westhampton Capital, LLC | 3,497 | $219.2 萬 | 1.41% | +24+0.7% | 加碼 |
| Tower Bridge Advisors | 3,488 | $218.6 萬 | 0.20% | +290+9.1% | 加碼 |