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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 1,629 | $102.1 萬 | 0.08% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 1,620 | $101.6 萬 | 0.06% | +782+93.3% | 加碼 |
| Community Bank, N.A. | 1,606 | $100.7 萬 | 0.14% | −60−3.6% | 減碼 |
| Knowledge Leaders Capital, LLC | 1,601 | $100.3 萬 | 1.48% | −98−5.8% | 減碼 |
| Aquatic Capital Management LLC | 1,600 | $100.3 萬 | 0.04% | +1,600 | 新進 |
| Sherbrooke Park Advisers LLC | 1,600 | $100.3 萬 | 0.32% | +1,600 | 新進 |
| KCM Investment Advisors LLC | 1,600 | $100.3 萬 | 0.04% | −49−3.0% | 減碼 |
| Belpointe Asset Management LLC | 1,596 | $100.0 萬 | 0.10% | −23−1.4% | 減碼 |
| Wexford Capital LP | 1,594 | $99.9 萬 | 0.23% | +1,594 | 新進 |
| Marietta Investment Partners LLC | 1,593 | $99.8 萬 | 0.28% | +10+0.6% | 加碼 |
| Brighton Jones LLC | 1,592 | $99.8 萬 | 0.05% | +64+4.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,590 | $99.7 萬 | 0.00% | +1,590 | 新進 |
| Salomon & Ludwin, LLC | 1,587 | $99.5 萬 | 0.10% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 1,587 | $99.4 萬 | 0.33% | +1+0.1% | 加碼 |
| Johnson Investment Counsel Inc | 1,579 | $99.0 萬 | 0.01% | +98+6.6% | 加碼 |
| Glen Eagle Advisors, LLC | 1,578 | $98.9 萬 | 0.23% | +4+0.3% | 加碼 |
| Warther Private Wealth, LLC | 1,578 | $98.9 萬 | 0.66% | −1,729−52.3% | 減碼 |
| Trust Asset Management LLC | 1,558 | $97.7 萬 | 0.11% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 1,556 | $97.5 萬 | 0.12% | −73−4.5% | 減碼 |
| Phraction Management LLC | 1,551 | $97.2 萬 | 0.47% | −124−7.4% | 減碼 |
| Smithfield Trust Co | 1,539 | $97.0 萬 | 0.06% | +21+1.4% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 1,533 | $96.1 萬 | 0.29% | +60+4.1% | 加碼 |
| Quantamental Technologies LLC | 1,502 | $94.1 萬 | 0.88% | +1,502 | 新進 |
| Cohen Klingenstein LLC | 1,500 | $94.0 萬 | 0.04% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 1,474 | $92.4 萬 | 0.04% | −289−16.4% | 減碼 |
| Mechanics Bank Trust Department | 1,467 | $91.9 萬 | 0.15% | +34+2.4% | 加碼 |
| JT Stratford LLC | 1,466 | $91.9 萬 | 0.24% | +455+45.0% | 加碼 |
| Summit Global Investments | 1,457 | $91.3 萬 | 0.06% | +7+0.5% | 加碼 |
| Balyasny Asset Management LLC | 1,451 | $90.9 萬 | 0.00% | +645+80.0% | 加碼 |
| MBM Wealth Consultants, LLC | 1,410 | $90.9 萬 | 0.40% | −208−12.9% | 減碼 |
| We Are One Seven, LLC | 1,449 | $90.8 萬 | 0.07% | +577+66.2% | 加碼 |
| Cigna Investments Inc | 1,440 | $90.3 萬 | 0.21% | −202−12.3% | 減碼 |
| Scotia Capital Inc. | 1,439 | $90.2 萬 | 0.01% | −231−13.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,439 | $90.2 萬 | 0.41% | 00.0% | 不變 |
| KRS Capital Management, LLC | 1,438 | $90.1 萬 | 0.96% | −10−0.7% | 減碼 |
| Lincoln National Corp | 1,436 | $90.0 萬 | 0.02% | −153−9.6% | 減碼 |
| Moody National Bank Trust Division | 1,426 | $89.4 萬 | 0.06% | −36−2.5% | 減碼 |
| Texas Capital Bancshares Inc | 1,425 | $89.3 萬 | 0.49% | +3+0.2% | 加碼 |
| Mainstay Capital Management LLC | 1,419 | $88.9 萬 | 0.19% | −328−18.8% | 減碼 |
| CFO4Life Group, LLC | 1,414 | $88.6 萬 | 0.20% | −62−4.2% | 減碼 |
| Change Path, LLC | 1,398 | $87.6 萬 | 0.06% | −134−8.7% | 減碼 |
| Albert D Mason Inc | 1,392 | $87.3 萬 | 0.63% | +37+2.7% | 加碼 |
| Strong Tower Advisory Services | 1,390 | $87.2 萬 | 0.44% | −1−0.1% | 減碼 |
| Montag A & Associates Inc | 1,365 | $85.8 萬 | 0.05% | 00.0% | 不變 |
| Centennial Bank | 1,366 | $85.6 萬 | 0.59% | +8+0.6% | 加碼 |
| Rehmann Capital Advisory Group | 1,361 | $85.3 萬 | 0.08% | −125−8.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,355 | $84.9 萬 | 0.12% | −5−0.4% | 減碼 |
| Clear Creek Financial Management, LLC | 1,342 | $84.1 萬 | 0.15% | +17+1.3% | 加碼 |
| Herold Advisors, Inc. | 1,337 | $83.8 萬 | 0.25% | −126−8.6% | 減碼 |
| One River Asset Management, LLC | 1,331 | $83.6 萬 | 0.39% | +1,325+22,083.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,332 | $83.5 萬 | 0.31% | −18−1.3% | 減碼 |
| Qtron Investments LLC | 1,331 | $83.4 萬 | 0.16% | 00.0% | 不變 |
| Core Alternative Capital | 1,328 | $83.2 萬 | 0.13% | +740+125.9% | 加碼 |
| Abundance Wealth Counselors | 1,316 | $82.5 萬 | 0.24% | +1,316 | 新進 |
| World Equity Group, Inc. | 1,314 | $82.4 萬 | 0.17% | +662+101.5% | 加碼 |
| Proequities, Inc. | 1,308 | $82.2 萬 | 0.06% | −41−3.0% | 減碼 |
| Syon Capital LLC | 1,308 | $82.0 萬 | 0.10% | +1,308 | 新進 |
| Strengthening Families & Communities, LLC | 1,303 | $81.7 萬 | 0.35% | +119+10.1% | 加碼 |
| Legacy Capital Group California, Inc. | 1,294 | $81.1 萬 | 0.35% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,289 | $80.8 萬 | 0.03% | +5+0.4% | 加碼 |
| First Commonwealth Financial Corp | 1,288 | $80.7 萬 | 0.27% | −69−5.1% | 減碼 |
| Clarius Group, LLC | 1,279 | $80.2 萬 | 0.08% | −313−19.7% | 減碼 |
| Carr Financial Group Corp | 1,247 | $79.1 萬 | 0.31% | 00.0% | 不變 |
| Paloma Partners Management Co | 1,249 | $78.3 萬 | 0.16% | +1,249 | 新進 |
| Mutual Advisors, LLC | 1,242 | $77.9 萬 | 0.03% | +558+81.6% | 加碼 |
| SYSTM Wealth Solutions LLC | 1,234 | $77.4 萬 | 0.12% | −125−9.2% | 減碼 |
| Hollencrest Capital Management | 1,229 | $77.0 萬 | 0.09% | −39−3.1% | 減碼 |
| Davis Selected Advisers | 1,228 | $77.0 萬 | 0.00% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 1,223 | $76.7 萬 | 0.05% | +21+1.7% | 加碼 |
| Joel Isaacson & Co., LLC | 1,208 | $75.7 萬 | 0.05% | −4−0.3% | 減碼 |
| American State Bank (Iowa) | 1,200 | $75.2 萬 | 0.54% | 00.0% | 不變 |
| Axq Capital, LP | 1,200 | $75.2 萬 | 0.26% | +1,200 | 新進 |
| Virtus ETF Advisers LLC | 1,197 | $75.0 萬 | 0.46% | −272−18.5% | 減碼 |
| Little House Capital LLC | 1,196 | $75.0 萬 | 0.31% | −198−14.2% | 減碼 |
| Stevens Capital Management LP | 1,187 | $74.4 萬 | 0.21% | +238+25.1% | 加碼 |
| WR Wealth Planners, LLC | 1,187 | $74.4 萬 | 0.28% | −3−0.3% | 減碼 |
| Amica Retiree Medical Trust | 1,185 | $74.3 萬 | 0.87% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,181 | $74.0 萬 | 0.07% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 1,180 | $74.0 萬 | 0.03% | +1+0.1% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 1,179 | $73.9 萬 | 0.10% | −6,860−85.3% | 減碼 |
| V-Square Quantitative Management LLC | 1,179 | $73.9 萬 | 0.33% | +345+41.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,167 | $73.4 萬 | 0.39% | +1,167 | 新進 |
| Alera Investment Advisors, LLC | 1,169 | $73.3 萬 | 0.12% | −3−0.3% | 減碼 |
| CWA Asset Management Group, LLC | 1,161 | $72.7 萬 | 0.05% | +246+26.9% | 加碼 |
| Affinity Investment Advisors, LLC | 1,160 | $72.7 萬 | 0.47% | −53−4.4% | 減碼 |
| Wedmont Private Capital | 1,154 | $72.4 萬 | 0.07% | +183+18.8% | 加碼 |
| Alpha Family Trust | 1,150 | $72.1 萬 | 0.55% | 00.0% | 不變 |
| Independent Financial Group, LLC | 1,145 | $71.7 萬 | 0.05% | −1,448−55.8% | 減碼 |
| Strategic Blueprint, LLC | 1,137 | $71.3 萬 | 0.07% | +175+18.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,137 | $71.2 萬 | 0.07% | −10−0.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 1,132 | $71.0 萬 | 0.07% | −513−31.2% | 減碼 |
| RAM Investment Partners, LLC | 1,129 | $70.8 萬 | 0.30% | −198−14.9% | 減碼 |
| Snowden Capital Advisors LLC | 1,129 | $70.8 萬 | 0.03% | −289−20.4% | 減碼 |
| Burns J W & Co Inc | 1,122 | $70.3 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,119 | $70.1 萬 | 0.09% | −112−9.1% | 減碼 |
| PFG Investments, LLC | 1,115 | $69.9 萬 | 0.13% | +367+49.1% | 加碼 |
| Fidelis Capital Partners, LLC | 1,114 | $69.8 萬 | 0.24% | +121+12.2% | 加碼 |
| Buckley Wealth Management, LLC | 1,103 | $69.1 萬 | 0.26% | −295−21.1% | 減碼 |
| Continuum Wealth Advisors, LLC | 1,101 | $69.0 萬 | 0.49% | −100−8.3% | 減碼 |
| WD Rutherford LLC | 1,100 | $68.9 萬 | 0.47% | −95−7.9% | 減碼 |