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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 2,252 | $141.1 萬 | 0.02% | −95−4.0% | 減碼 |
| Meeder Advisory Services, Inc. | 2,250 | $141.0 萬 | 0.18% | −275−10.9% | 減碼 |
| Edentree Asset Management Ltd | 2,250 | $141.0 萬 | 0.55% | −10,400−82.2% | 減碼 |
| Ritholtz Wealth Management | 2,248 | $140.9 萬 | 0.06% | +37+1.7% | 加碼 |
| Madison Wealth Management | 2,247 | $140.8 萬 | 0.30% | +31+1.4% | 加碼 |
| RWC Asset Management LLP | 2,246 | $140.8 萬 | 0.09% | −21,256−90.4% | 減碼 |
| Cookson Peirce & Co Inc | 2,238 | $140.3 萬 | 0.09% | +86+4.0% | 加碼 |
| Commonwealth Retirement Investments LLC | 2,236 | $140.1 萬 | 0.81% | +22+1.0% | 加碼 |
| Farmers & Merchants Investments Inc | 2,225 | $139.5 萬 | 0.05% | −71−3.1% | 減碼 |
| Geneva Partners, LLC | 2,224 | $139.4 萬 | 0.92% | +905+68.6% | 加碼 |
| Wahed Invest LLC | 2,212 | $138.6 萬 | 0.45% | +276+14.3% | 加碼 |
| Merit Financial Group, LLC | 2,206 | $138.3 萬 | 0.05% | +320+17.0% | 加碼 |
| Triangle Securities Wealth Management | 2,195 | $137.6 萬 | 0.49% | −117−5.1% | 減碼 |
| Tealwood Asset Management Inc | 2,194 | $137.5 萬 | 0.71% | +42+2.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 2,192 | $137.4 萬 | 0.14% | +91+4.3% | 加碼 |
| Keudell/Morrison Wealth Management | 2,192 | $137.4 萬 | 0.42% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 2,188 | $137.2 萬 | 0.11% | −102−4.5% | 減碼 |
| Bay Rivers Group | 2,178 | $136.5 萬 | 1.05% | +93+4.5% | 加碼 |
| STF Management LP | 2,156 | $135.1 萬 | 0.72% | +1,316+156.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,127 | $133.3 萬 | 0.04% | +142+7.2% | 加碼 |
| HGK Asset Management Inc | 2,126 | $133.3 萬 | 0.44% | −70−3.2% | 減碼 |
| Private Trust Co NA | 2,106 | $132.0 萬 | 0.17% | −31−1.5% | 減碼 |
| Paradigm Asset Management Co LLC | 2,100 | $131.6 萬 | 0.37% | −200−8.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,100 | $131.6 萬 | 0.05% | +315+17.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,094 | $131.2 萬 | 0.27% | −424−16.8% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 2,092 | $131.1 萬 | 0.39% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2,084 | $130.6 萬 | 0.06% | −301−12.6% | 減碼 |
| Weatherly Asset Management L. P. | 2,074 | $130.4 萬 | 0.16% | −184−8.1% | 減碼 |
| Trust Co of Toledo NA | 2,079 | $130.3 萬 | 0.26% | −76−3.5% | 減碼 |
| Eads & Heald Wealth Management | 2,079 | $130.3 萬 | 0.68% | +257+14.1% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,072 | $129.9 萬 | 0.13% | +3+0.1% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,070 | $129.7 萬 | 0.61% | 00.0% | 不變 |
| Boston Private Wealth LLC | 2,065 | $129.4 萬 | 0.03% | −149−6.7% | 減碼 |
| Quadrant Capital Group LLC | 2,049 | $128.5 萬 | 0.13% | +151+8.0% | 加碼 |
| First Hawaiian Bank | 2,049 | $128.4 萬 | 0.04% | −5−0.2% | 減碼 |
| Clearstead Advisors, LLC | 2,047 | $128.3 萬 | 0.08% | +372+22.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,043 | $128.0 萬 | 0.13% | +114+5.9% | 加碼 |
| Leelyn Smith, LLC | 2,014 | $126.2 萬 | 0.31% | −24−1.2% | 減碼 |
| Delphi Management Inc | 2,014 | $126.2 萬 | 1.29% | −103−4.9% | 減碼 |
| 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 |
| Tradition Wealth Management, LLC | 1,996 | $125.1 萬 | 0.15% | +8+0.4% | 加碼 |
| Regal Investment Advisors LLC | 1,992 | $124.9 萬 | 0.11% | +526+35.9% | 加碼 |
| GPS Wealth Strategies Group, LLC | 1,973 | $123.6 萬 | 0.24% | +180+10.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,969 | $123.4 萬 | 0.06% | +692+54.2% | 加碼 |
| Balentine LLC | 1,961 | $122.9 萬 | 0.04% | +71+3.8% | 加碼 |
| GTS Securities LLC | 1,937 | $121.4 萬 | 0.03% | +1,937 | 新進 |
| Sigma Planning Corp | 1,914 | $120.0 萬 | 0.04% | −123−6.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,904 | $119.4 萬 | 0.15% | +50+2.7% | 加碼 |
| Tocqueville Asset Management L.P. | 1,890 | $118.5 萬 | 0.02% | 00.0% | 不變 |
| Donoghue Forlines LLC | 1,888 | $118.3 萬 | 0.42% | −69−3.5% | 減碼 |
| Chicago Trust Co NA | 1,888 | $118.3 萬 | 0.30% | −46−2.4% | 減碼 |
| Wealth Alliance | 1,888 | $118.3 萬 | 0.19% | −36−1.9% | 減碼 |
| Independent Advisor Alliance | 1,885 | $118.2 萬 | 0.05% | +140+8.0% | 加碼 |
| Lifestyle Asset Management, Inc. | 1,881 | $117.9 萬 | 0.72% | −128−6.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,872 | $117.7 萬 | 0.08% | +282+17.7% | 加碼 |
| Avantax Advisory Services, Inc. | 1,872 | $117.4 萬 | 0.01% | +27+1.5% | 加碼 |
| Alta Wealth Advisors LLC | 1,861 | $116.6 萬 | 0.71% | +44+2.4% | 加碼 |
| Peapack Gladstone Financial Corp | 1,856 | $116.4 萬 | 0.02% | −313−14.4% | 減碼 |
| Intellectus Partners, LLC | 1,841 | $115.8 萬 | 0.37% | +1+0.1% | 加碼 |
| Capital Group Private Client Services, Inc. | 1,847 | $115.8 萬 | 0.01% | +212+13.0% | 加碼 |
| Capital Investment Counsel, Inc | 1,845 | $115.6 萬 | 0.23% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 1,842 | $115.5 萬 | 0.01% | +141+8.3% | 加碼 |
| Axxcess Wealth Management, LLC | 1,838 | $115.2 萬 | 0.04% | +1,417+336.6% | 加碼 |
| CAPROCK Group, Inc. | 1,825 | $114.8 萬 | 0.09% | +98+5.7% | 加碼 |
| XTX Topco Ltd | 1,827 | $114.5 萬 | 0.20% | +1,827 | 新進 |
| Choate Investment Advisors | 1,824 | $114.3 萬 | 0.04% | +800+78.1% | 加碼 |
| Cynosure Management, LLC | 1,823 | $114.3 萬 | 0.35% | −21−1.1% | 減碼 |
| Ibex Wealth Advisors | 1,812 | $113.6 萬 | 0.29% | +1,812 | 新進 |
| Credit Agricole S A | 1,793 | $112.4 萬 | 0.03% | +1,007+128.1% | 加碼 |
| Maven Securities LTD | 1,791 | $112.3 萬 | 0.12% | −2,210−55.2% | 減碼 |
| Perpetual Ltd | 1,788 | $112.1 萬 | 0.01% | −727−28.9% | 減碼 |
| NVWM, LLC | 1,782 | $112.0 萬 | 0.37% | +5+0.3% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 1,780 | $111.6 萬 | 0.07% | −1,300−42.2% | 減碼 |
| Noesis Capital Mangement Corp | 1,775 | $111.3 萬 | 0.29% | 00.0% | 不變 |
| Vise Technologies, Inc. | 1,773 | $111.1 萬 | 0.27% | +103+6.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,773 | $111.1 萬 | 0.45% | +650+57.9% | 加碼 |
| Diversified Trust Co | 1,766 | $110.7 萬 | 0.04% | +2+0.1% | 加碼 |
| Checchi Capital Advisers, LLC | 1,763 | $110.5 萬 | 0.10% | −6−0.3% | 減碼 |
| Apriem Advisors | 1,762 | $110.4 萬 | 0.16% | −69−3.8% | 減碼 |
| Middleton & Co Inc | 1,758 | $110.2 萬 | 0.15% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 1,757 | $110.1 萬 | 1.45% | −205−10.4% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $109.2 萬 | 0.24% | 00.0% | 不變 |
| MWA Asset Management | 1,741 | $109.1 萬 | 1.05% | +1,741 | 新進 |
| IFP Advisors, Inc | 1,731 | $108.4 萬 | 0.05% | −975−36.0% | 減碼 |
| Sunbelt Securities, Inc. | 1,722 | $107.9 萬 | 0.15% | +42+2.5% | 加碼 |
| Leavell Investment Management, Inc. | 1,701 | $107.0 萬 | 0.07% | −299−15.0% | 減碼 |
| TownSquare Capital, LLC | 1,706 | $107.0 萬 | 0.02% | +527+44.7% | 加碼 |
| Savant Capital, LLC | 1,706 | $107.0 萬 | 0.02% | +9+0.5% | 加碼 |
| NWK Group, Inc. | 1,706 | $106.9 萬 | 0.66% | +1,706 | 新進 |
| McDaniel Terry & Co | 1,705 | $106.9 萬 | 0.11% | 00.0% | 不變 |
| Jag Capital Management, LLC | 1,702 | $106.7 萬 | 0.13% | +109+6.8% | 加碼 |
| GraniteShares Advisors LLC | 1,700 | $106.6 萬 | 0.99% | +1,364+406.0% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,695 | $106.2 萬 | 0.04% | +1+0.1% | 加碼 |
| Lake Street Financial LLC | 1,691 | $106.1 萬 | 0.19% | −12−0.7% | 減碼 |
| Mather Group, LLC. | 1,690 | $105.9 萬 | 0.02% | +508+43.0% | 加碼 |
| Old National Bancorp | 1,689 | $105.9 萬 | 0.03% | −75−4.3% | 減碼 |
| WSFS Capital Management, LLC | 1,687 | $105.7 萬 | 0.07% | −68−3.9% | 減碼 |
| Schechter Investment Advisors, LLC | 1,679 | $105.2 萬 | 0.10% | −246−12.8% | 減碼 |
| Allworth Financial LP | 1,639 | $102.7 萬 | 0.01% | +78+5.0% | 加碼 |