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 4 季 13F 持有人
Lam Research Corp 在 2023/12/31 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
- 1,632
- 較 2023 年第 3 季 +199 家
- 持有股數
- 1.12 億
- 較 2023 年第 3 季 +84.1 萬 (+0.8%)
- 總市值
- $869.7 億
- 較 2023 年第 3 季 +$173.7 億 (+25.0%)
- 新進機構
- 282
- 另有 511 家加碼
- 清倉機構
- 83
- 另有 587 家減碼
另有 18 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Trust Co NA | 2,102 | $164.6 萬 | 0.19% | −4−0.2% | 減碼 |
| HGK Asset Management Inc | 2,117 | $165.8 萬 | 0.39% | −9−0.4% | 減碼 |
| Triangle Securities Wealth Management | 2,132 | $167.0 萬 | 0.52% | −63−2.9% | 減碼 |
| Chicago Trust Co NA | 2,140 | $167.6 萬 | 0.37% | +252+13.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,147 | $168.2 萬 | 0.32% | +53+2.5% | 加碼 |
| Prudent Man Advisors, LLC | 2,151 | $168.5 萬 | 0.63% | −301−12.3% | 減碼 |
| Eads & Heald Wealth Management | 2,162 | $169.3 萬 | 0.81% | +83+4.0% | 加碼 |
| First Foundation Advisors | 2,181 | $170.9 萬 | 0.08% | −363−14.3% | 減碼 |
| Precedent Wealth Partners, LLC | 2,184 | $171.1 萬 | 0.87% | +2,184 | 新進 |
| Farmers & Merchants Investments Inc | 2,185 | $171.1 萬 | 0.06% | −40−1.8% | 減碼 |
| Keudell/Morrison Wealth Management | 2,192 | $171.7 萬 | 0.57% | 00.0% | 不變 |
| Commonwealth Retirement Investments LLC | 2,194 | $171.8 萬 | 0.91% | −42−1.9% | 減碼 |
| Bay Rivers Group | 2,197 | $172.1 萬 | 1.08% | +19+0.9% | 加碼 |
| CenterBook Partners LP | 2,199 | $172.2 萬 | 0.21% | −795−26.6% | 減碼 |
| Signature Resources Capital Management, LLC | 2,200 | $172.3 萬 | 1.57% | +2,200 | 新進 |
| Ritholtz Wealth Management | 2,210 | $173.1 萬 | 0.07% | −38−1.7% | 減碼 |
| Cutler Group LP | 2,217 | $173.6 萬 | 0.24% | −1,906−46.2% | 減碼 |
| Tealwood Asset Management Inc | 2,217 | $173.6 萬 | 0.83% | +23+1.0% | 加碼 |
| Wahed Invest LLC | 2,227 | $174.4 萬 | 0.49% | +15+0.7% | 加碼 |
| E Fund Management Co., Ltd. | 2,238 | $175.3 萬 | 0.11% | −225−9.1% | 減碼 |
| STF Management LP | 2,245 | $175.8 萬 | 0.83% | +89+4.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 2,251 | $176.3 萬 | 0.02% | −10.0% | 減碼 |
| Bray Capital Advisors | 2,275 | $178.2 萬 | 0.49% | 00.0% | 不變 |
| Jump Financial, LLC | 2,283 | $178.8 萬 | 0.06% | +1,186+108.1% | 加碼 |
| Meeder Advisory Services, Inc. | 2,293 | $179.6 萬 | 0.21% | +43+1.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,311 | $181.0 萬 | 0.08% | −176−7.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,334 | $183.3 萬 | 0.11% | +462+24.7% | 加碼 |
| 180 Wealth Advisors, LLC | 2,463 | $184.5 萬 | 0.37% | −24−1.0% | 減碼 |
| Accent Capital Management, LLC | 2,383 | $186.6 萬 | 1.47% | +2,383 | 新進 |
| Whittier Trust Co of Nevada Inc | 2,388 | $187.0 萬 | 0.06% | 00.0% | 不變 |
| Fiera Capital Corp | 2,391 | $187.3 萬 | 0.01% | −24−1.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $187.3 萬 | 0.01% | 00.0% | 不變 |
| LCNB Corp | 2,394 | $187.5 萬 | 0.74% | −98−3.9% | 減碼 |
| Prelude Capital Management, LLC | 2,397 | $187.7 萬 | 0.16% | −2,475−50.8% | 減碼 |
| Horizon Investments, LLC | 2,418 | $189.4 萬 | 0.05% | +1,436+146.2% | 加碼 |
| Morse Asset Management, Inc | 2,429 | $190.3 萬 | 0.56% | −26−1.1% | 減碼 |
| Invera Wealth Advisors, LLC | 2,434 | $190.6 萬 | 1.19% | +2,434 | 新進 |
| Consolidated Portfolio Review Corp | 2,435 | $190.7 萬 | 0.44% | 00.0% | 不變 |
| Signaturefd, LLC | 2,451 | $192.0 萬 | 0.04% | +122+5.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,457 | $192.4 萬 | 0.03% | −2,637−51.8% | 減碼 |
| Stokes Family Office, LLC | 2,463 | $192.9 萬 | 0.26% | −212−7.9% | 減碼 |
| Pitcairn Co | 2,498 | $195.7 萬 | 0.14% | −78−3.0% | 減碼 |
| Needham Investment Management LLC | 2,500 | $195.8 萬 | 0.25% | 00.0% | 不變 |
| Estate Counselors, LLC | 2,500 | $195.8 萬 | 0.24% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 2,504 | $196.1 萬 | 0.03% | −27,038−91.5% | 減碼 |
| Moors & Cabot, Inc. | 2,514 | $196.9 萬 | 0.12% | −32−1.3% | 減碼 |
| Altman Advisors, Inc. | 2,528 | $198.0 萬 | 1.04% | +22+0.9% | 加碼 |
| Bank of Stockton | 2,409 | $199.1 萬 | 0.66% | −149−5.8% | 減碼 |
| Oppenheimer & Co Inc | 2,545 | $199.3 萬 | 0.04% | −214−7.8% | 減碼 |
| Trust Co of Oklahoma | 2,567 | $201.1 萬 | 0.75% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 2,576 | $201.7 萬 | 0.83% | +2,576 | 新進 |
| Palouse Capital Management, Inc. | 2,576 | $201.8 萬 | 1.43% | −347−11.9% | 減碼 |
| Van Leeuwen & Company, LLC | 2,583 | $202.3 萬 | 1.18% | +13+0.5% | 加碼 |
| Johnson Financial Group, Inc. | 2,615 | $205.3 萬 | 0.11% | −567−17.8% | 減碼 |
| InterOcean Capital Group, LLC | 2,624 | $205.5 萬 | 0.06% | +70+2.7% | 加碼 |
| Gradient Capital Advisors, LLC | 2,638 | $206.6 萬 | 0.79% | +5+0.2% | 加碼 |
| Nomura Holdings Inc | 2,652 | $207.7 萬 | 0.02% | +2,652 | 新進 |
| Apollon Wealth Management, LLC | 2,680 | $209.9 萬 | 0.07% | +77+3.0% | 加碼 |
| Balentine LLC | 2,692 | $210.9 萬 | 0.07% | +731+37.3% | 加碼 |
| IHT Wealth Management, LLC | 2,730 | $213.8 萬 | 0.10% | +229+9.2% | 加碼 |
| BancorpSouth Bank | 2,731 | $213.9 萬 | 0.17% | −32−1.2% | 減碼 |
| Calamos Wealth Management LLC | 2,739 | $214.5 萬 | 0.14% | +67+2.5% | 加碼 |
| Cypress Capital Group | 2,740 | $214.6 萬 | 0.28% | +73+2.7% | 加碼 |
| Cutter & CO Brokerage, Inc. | 2,747 | $215.1 萬 | 0.60% | −223−7.5% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $215.4 萬 | 0.27% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 2,226 | $216.2 萬 | 0.16% | +2,226 | 新進 |
| First Business Financial Services, Inc. | 2,779 | $217.7 萬 | 0.25% | −50−1.8% | 減碼 |
| Benchmark Investment Advisors LLC | 2,780 | $217.7 萬 | 2.02% | −21−0.7% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $218.0 萬 | 0.72% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,789 | $218.5 萬 | 0.08% | −55−1.9% | 減碼 |
| LSV Asset Management | 2,800 | $219.3 萬 | 0.00% | −1,400−33.3% | 減碼 |
| G&S Capital LLC | 2,808 | $219.9 萬 | 1.04% | +35+1.3% | 加碼 |
| Desjardins Global Asset Management Inc. | 2,819 | $220.8 萬 | 0.24% | −328−10.4% | 減碼 |
| Wetherby Asset Management Inc | 2,833 | $221.9 萬 | 0.12% | −4−0.1% | 減碼 |
| M&G Investments (USA) Inc. | 2,846 | $222.8 萬 | 2.20% | +2,846 | 新進 |
| Sawtooth Solutions, LLC | 2,849 | $223.1 萬 | 0.06% | +407+16.7% | 加碼 |
| Bleakley Financial Group, LLC | 2,849 | $223.1 萬 | 0.07% | +407+16.7% | 加碼 |
| Alternative Investment Advisors, LLC. | 2,853 | $223.5 萬 | 1.45% | −119−4.0% | 減碼 |
| Regions Financial Corp | 2,863 | $224.2 萬 | 0.02% | −157−5.2% | 減碼 |
| Oak Harvest Investment Services | 2,906 | $227.6 萬 | 0.45% | −35−1.2% | 減碼 |
| Public Sector Pension Investment Board | 2,941 | $230.4 萬 | 0.02% | −11,337−79.4% | 減碼 |
| Capital Advisors Inc | 2,948 | $230.9 萬 | 0.05% | −8−0.3% | 減碼 |
| TD Waterhouse Canada Inc. | 3,148 | $232.1 萬 | 0.02% | −69−2.1% | 減碼 |
| Alpine Woods Capital Investors, LLC | 2,965 | $232.3 萬 | 0.35% | −204−6.4% | 減碼 |
| Resources Management Corp | 2,966 | $232.3 萬 | 0.35% | −26−0.9% | 減碼 |
| V-Square Quantitative Management LLC | 2,970 | $232.6 萬 | 0.55% | +1,791+151.9% | 加碼 |
| Arvest Investments, Inc. | 2,979 | $233.3 萬 | 0.38% | +2,979 | 新進 |
| Joseph Group Capital Management | 2,984 | $233.7 萬 | 1.36% | +95+3.3% | 加碼 |
| Financial Advisory Service, Inc. | 2,996 | $234.7 萬 | 0.22% | +22+0.7% | 加碼 |
| Regal Investment Advisors LLC | 3,008 | $235.6 萬 | 0.18% | +1,016+51.0% | 加碼 |
| Taika Capital, LP | 3,032 | $237.5 萬 | 1.38% | −6,400−67.9% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,041 | $238.2 萬 | 1.01% | −50−1.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,042 | $238.3 萬 | 0.53% | −131−4.1% | 減碼 |
| Symmetry Partners, LLC | 3,052 | $241.0 萬 | 0.13% | −575−15.9% | 減碼 |
| Kingfisher Capital LLC | 3,086 | $241.7 萬 | 0.63% | +3,086 | 新進 |
| Ontario Teachers Pension Plan Board | 3,093 | $242.3 萬 | 0.02% | −254−7.6% | 減碼 |
| Scott & Selber, Inc. | 3,093 | $242.3 萬 | 0.91% | −39−1.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,162 | $245.3 萬 | 0.38% | −41−1.3% | 減碼 |
| Jackson Square Capital, LLC | 3,149 | $246.6 萬 | 0.79% | +69+2.2% | 加碼 |
| Veriti Management LLC | 3,164 | $247.8 萬 | 0.22% | +581+22.5% | 加碼 |