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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 3,460 | $216.9 萬 | 0.37% | +3,460 | 新進 |
| Greenleaf Trust | 3,442 | $215.7 萬 | 0.02% | +18+0.5% | 加碼 |
| Bard Financial Services, Inc. | 3,375 | $211.5 萬 | 0.26% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 3,370 | $211.2 萬 | 0.09% | +43+1.3% | 加碼 |
| SevenBridge Financial Group, LLC | 3,351 | $210.0 萬 | 0.54% | +326+10.8% | 加碼 |
| Ontario Teachers Pension Plan Board | 3,347 | $209.8 萬 | 0.02% | +1,480+79.3% | 加碼 |
| Harber Asset Management LLC | 3,313 | $207.6 萬 | 0.58% | −7,000−67.9% | 減碼 |
| EP Wealth Advisors, LLC | 3,298 | $206.7 萬 | 0.03% | −207,539−98.4% | 減碼 |
| Exchange Capital Management, Inc. | 3,295 | $206.5 萬 | 0.39% | −85−2.5% | 減碼 |
| TD Waterhouse Canada Inc. | 3,217 | $205.1 萬 | 0.02% | −190−5.6% | 減碼 |
| Perennial Advisors, LLC | 3,266 | $204.7 萬 | 0.55% | −281−7.9% | 減碼 |
| Cetera Advisors LLC | 3,247 | $203.5 萬 | 0.03% | +178+5.8% | 加碼 |
| PFG Advisors | 3,242 | $203.2 萬 | 0.18% | −277−7.9% | 減碼 |
| Heritage Trust Co | 3,205 | $200.9 萬 | 0.31% | −6,703−67.7% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,203 | $200.7 萬 | 0.35% | +775+31.9% | 加碼 |
| Johnson Financial Group, Inc. | 3,182 | $199.9 萬 | 0.14% | +6+0.2% | 加碼 |
| Lindenwold Advisors | 3,183 | $199.5 萬 | 1.24% | +10.0% | 加碼 |
| Martin Capital Advisors, LLP | 3,180 | $199.3 萬 | 1.94% | +43+1.4% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,173 | $198.8 萬 | 0.49% | −44−1.4% | 減碼 |
| Alpine Woods Capital Investors, LLC | 3,169 | $198.6 萬 | 0.32% | −141−4.3% | 減碼 |
| Synovus Financial Corp | 3,156 | $197.8 萬 | 0.02% | −156−4.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,147 | $197.2 萬 | 0.21% | −1,270−28.8% | 減碼 |
| Scott & Selber, Inc. | 3,132 | $196.3 萬 | 0.81% | −7−0.2% | 減碼 |
| Ostrum Asset Management | 3,124 | $195.8 萬 | 0.18% | −1,227−28.2% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,091 | $193.7 萬 | 0.91% | +3,091 | 新進 |
| Jackson Square Capital, LLC | 3,080 | $193.0 萬 | 0.78% | +38+1.2% | 加碼 |
| Patton Fund Management, Inc. | 3,077 | $192.9 萬 | 0.52% | −2,081−40.3% | 減碼 |
| Redwood Investment Management, LLC | 3,073 | $192.6 萬 | 0.17% | +519+20.3% | 加碼 |
| Teza Capital Management LLC | 3,050 | $191.2 萬 | 0.31% | +569+22.9% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,034 | $190.2 萬 | 0.28% | −736−19.5% | 減碼 |
| Regions Financial Corp | 3,020 | $189.3 萬 | 0.02% | +47+1.6% | 加碼 |
| CenterBook Partners LP | 2,994 | $187.7 萬 | 0.23% | +133+4.6% | 加碼 |
| Resources Management Corp | 2,992 | $187.5 萬 | 0.31% | −50−1.6% | 減碼 |
| Alternative Investment Advisors, LLC. | 2,972 | $186.4 萬 | 1.30% | +2,972 | 新進 |
| Financial Advisory Service, Inc. | 2,974 | $186.4 萬 | 0.20% | +95+3.3% | 加碼 |
| Cutter & CO Brokerage, Inc. | 2,970 | $186.2 萬 | 0.54% | −64−2.1% | 減碼 |
| Capital Advisors Inc | 2,956 | $185.3 萬 | 0.05% | +8+0.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,946 | $184.6 萬 | 0.18% | +1,743+144.9% | 加碼 |
| Oak Harvest Investment Services | 2,941 | $184.3 萬 | 0.39% | +5+0.2% | 加碼 |
| Palouse Capital Management, Inc. | 2,923 | $183.2 萬 | 1.36% | +28+1.0% | 加碼 |
| Davidson Capital Management Inc. | 2,895 | $181.4 萬 | 0.90% | −17−0.6% | 減碼 |
| Joseph Group Capital Management | 2,889 | $181.1 萬 | 1.30% | −146−4.8% | 減碼 |
| Aurora Investment Counsel | 2,866 | $179.6 萬 | 1.19% | −1,095−27.6% | 減碼 |
| Hoey Investments, Inc | 2,863 | $179.4 萬 | 0.60% | +259+9.9% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,844 | $178.3 萬 | 0.08% | +648+29.5% | 加碼 |
| Martingale Asset Management L P | 2,843 | $178.2 萬 | 0.04% | −75−2.6% | 減碼 |
| Wetherby Asset Management Inc | 2,837 | $177.8 萬 | 0.10% | +13+0.5% | 加碼 |
| Goodman Advisory Group, LLC | 2,834 | $177.6 萬 | 0.66% | −506−15.1% | 減碼 |
| First Business Financial Services, Inc. | 2,829 | $177.3 萬 | 0.23% | +24+0.9% | 加碼 |
| Benchmark Investment Advisors LLC | 2,801 | $175.5 萬 | 1.77% | +268+10.6% | 加碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $174.4 萬 | 0.67% | 00.0% | 不變 |
| G&S Capital LLC | 2,773 | $173.8 萬 | 0.89% | −654−19.1% | 減碼 |
| SRN Advisors, LLC | 2,770 | $173.6 萬 | 1.72% | +92+3.4% | 加碼 |
| BancorpSouth Bank | 2,763 | $173.2 萬 | 0.15% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 2,759 | $172.9 萬 | 0.04% | +117+4.4% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $172.4 萬 | 0.23% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 2,736 | $171.5 萬 | 0.27% | +787+40.4% | 加碼 |
| EFG Asset Management (North America) Corp. | 2,704 | $169.4 萬 | 0.40% | −104−3.7% | 減碼 |
| Stokes Family Office, LLC | 2,675 | $167.7 萬 | 0.20% | −9−0.3% | 減碼 |
| Calamos Wealth Management LLC | 2,672 | $167.5 萬 | 0.13% | −182−6.4% | 減碼 |
| Cypress Capital Group | 2,667 | $167.1 萬 | 0.24% | +283+11.9% | 加碼 |
| Gradient Capital Advisors, LLC | 2,633 | $165.0 萬 | 0.69% | +4+0.2% | 加碼 |
| Everence Capital Management Inc | 2,633 | $165.0 萬 | 0.13% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 2,603 | $163.1 萬 | 0.08% | +44+1.7% | 加碼 |
| Genus Capital Management Inc. | 2,594 | $162.6 萬 | 0.26% | −5,800−69.1% | 減碼 |
| Veriti Management LLC | 2,583 | $161.9 萬 | 0.19% | +110+4.4% | 加碼 |
| Pitcairn Co | 2,576 | $161.5 萬 | 0.13% | +78+3.1% | 加碼 |
| Van Leeuwen & Company, LLC | 2,570 | $161.1 萬 | 1.00% | +2,221+636.4% | 加碼 |
| Trust Co of Oklahoma | 2,567 | $160.9 萬 | 0.64% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 2,554 | $160.1 萬 | 0.05% | −39−1.5% | 減碼 |
| Moors & Cabot, Inc. | 2,546 | $159.6 萬 | 0.11% | +23+0.9% | 加碼 |
| First Foundation Advisors | 2,544 | $159.5 萬 | 0.07% | −190−6.9% | 減碼 |
| Altman Advisors, Inc. | 2,506 | $157.1 萬 | 0.98% | +2,506 | 新進 |
| Jefferies Financial Group Inc. | 2,506 | $157.1 萬 | 0.04% | +1,840+276.3% | 加碼 |
| IHT Wealth Management, LLC | 2,501 | $156.7 萬 | 0.08% | +72+3.0% | 加碼 |
| 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 |
| LCNB Corp | 2,492 | $156.2 萬 | 0.69% | −25−1.0% | 減碼 |
| 180 Wealth Advisors, LLC | 2,487 | $155.9 萬 | 0.35% | −15−0.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,487 | $155.9 萬 | 0.07% | +129+5.5% | 加碼 |
| E Fund Management Co., Ltd. | 2,463 | $154.4 萬 | 0.12% | +137+5.9% | 加碼 |
| Exchange Traded Concepts, LLC | 2,458 | $154.1 萬 | 0.04% | +549+28.8% | 加碼 |
| Morse Asset Management, Inc | 2,455 | $153.9 萬 | 0.49% | −37−1.5% | 減碼 |
| Prudent Man Advisors, LLC | 2,452 | $153.7 萬 | 0.61% | −271−10.0% | 減碼 |
| 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 |
| Consolidated Portfolio Review Corp | 2,435 | $152.6 萬 | 0.37% | 00.0% | 不變 |
| Fiera Capital Corp | 2,415 | $151.4 萬 | 0.00% | +44+1.9% | 加碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $149.9 萬 | 0.01% | 00.0% | 不變 |
| Bank of Stockton | 2,558 | $149.7 萬 | 0.56% | +28+1.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,388 | $149.7 萬 | 0.05% | −25−1.0% | 減碼 |
| Davenport & Co LLC | 2,351 | $147.4 萬 | 0.01% | −7−0.3% | 減碼 |
| Mission Wealth Management, LP | 2,343 | $146.8 萬 | 0.06% | −29−1.2% | 減碼 |
| L2 Asset Management, LLC | 304 | $146.5 萬 | 0.70% | −1,716−85.0% | 減碼 |
| Signaturefd, LLC | 2,329 | $146.0 萬 | 0.04% | −65−2.7% | 減碼 |
| Caxton Associates LP | 2,299 | $144.1 萬 | 0.20% | −2,147−48.3% | 減碼 |
| Ossiam | 2,277 | $142.7 萬 | 0.03% | +535+30.7% | 加碼 |
| Bray Capital Advisors | 2,275 | $142.6 萬 | 0.43% | 00.0% | 不變 |
| Matisse Capital | 2,272 | $142.4 萬 | 1.01% | −1,550−40.6% | 減碼 |
| Versor Investments LP | 2,265 | $142.0 萬 | 0.29% | +1,849+444.5% | 加碼 |