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 |
|---|---|---|---|---|---|
| CNB Bank | 1,032 | $80.8 萬 | 0.43% | +14+1.4% | 加碼 |
| Unigestion Holding SA | 1,039 | $81.4 萬 | 0.04% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 1,046 | $81.9 萬 | 0.26% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 1,050 | $82.2 萬 | 0.08% | −1,984−65.4% | 減碼 |
| Global Financial Private Client, LLC | 1,058 | $82.9 萬 | 0.39% | +71+7.2% | 加碼 |
| Woodward Diversified Capital, LLC | 1,077 | $84.3 萬 | 0.53% | +1+0.1% | 加碼 |
| ClearAlpha Technologies LP | 1,081 | $84.7 萬 | 0.32% | +1,081 | 新進 |
| Family Firm, Inc. | 1,084 | $84.9 萬 | 0.22% | +3+0.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,094 | $85.7 萬 | 0.07% | −2−0.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 1,093 | $85.8 萬 | 0.12% | −141−11.4% | 減碼 |
| Snowden Capital Advisors LLC | 1,096 | $85.8 萬 | 0.03% | −33−2.9% | 減碼 |
| WD Rutherford LLC | 1,032 | $86.0 萬 | 0.50% | −68−6.2% | 減碼 |
| Axq Capital, LP | 1,100 | $86.2 萬 | 0.23% | −100−8.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,100 | $86.2 萬 | 0.10% | −19−1.7% | 減碼 |
| New England Research & Management, Inc. | 1,100 | $86.2 萬 | 0.46% | +575+109.5% | 加碼 |
| Avantax Planning Partners, Inc. | 1,110 | $86.9 萬 | 0.03% | −70−5.9% | 減碼 |
| Graham Capital Management, L.P. | 1,114 | $87.3 萬 | 0.03% | +14+1.3% | 加碼 |
| Wealthspire Advisors, LLC | 1,118 | $87.6 萬 | 0.01% | +112+11.1% | 加碼 |
| Burns J W & Co Inc | 1,122 | $87.9 萬 | 0.13% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 1,036 | $87.9 萬 | 0.04% | −3−0.3% | 減碼 |
| Capital Investment Advisors, LLC | 1,125 | $88.1 萬 | 0.02% | +471+72.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 1,133 | $88.7 萬 | 0.08% | +1+0.1% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,133 | $89.0 萬 | 0.39% | −34−2.9% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,143 | $89.5 萬 | 0.08% | +6+0.5% | 加碼 |
| Alera Investment Advisors, LLC | 1,150 | $90.1 萬 | 0.12% | −19−1.6% | 減碼 |
| Alpha Family Trust | 1,150 | $90.1 萬 | 0.61% | 00.0% | 不變 |
| Little House Capital LLC | 1,168 | $91.5 萬 | 0.33% | −28−2.3% | 減碼 |
| Veracity Capital LLC | 1,169 | $91.5 萬 | 0.37% | +222+23.4% | 加碼 |
| 3Chopt Investment Partners, LLC | 1,177 | $92.4 萬 | 0.34% | +1,177 | 新進 |
| Oakworth Capital, Inc. | 1,181 | $92.5 萬 | 0.07% | 00.0% | 不變 |
| NorthRock Partners, LLC | 1,180 | $92.7 萬 | 0.04% | +486+70.0% | 加碼 |
| Capital Markets Trading UK LLP | 1,186 | $92.9 萬 | 0.69% | +1,186 | 新進 |
| WR Wealth Planners, LLC | 1,187 | $92.9 萬 | 0.35% | 00.0% | 不變 |
| Clarius Group, LLC | 1,196 | $93.7 萬 | 0.08% | −83−6.5% | 減碼 |
| American State Bank (Iowa) | 1,200 | $94.0 萬 | 0.60% | 00.0% | 不變 |
| Geneva Partners, LLC | 1,200 | $94.0 萬 | 0.52% | −1,024−46.0% | 減碼 |
| Joel Isaacson & Co., LLC | 1,208 | $94.6 萬 | 0.06% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 1,212 | $94.9 萬 | 0.10% | +1,212 | 新進 |
| Crestwood Advisors Group LLC | 1,218 | $95.4 萬 | 0.02% | +806+195.6% | 加碼 |
| Resources Investment Advisors, LLC. | 1,226 | $96.0 萬 | 0.02% | +181+17.3% | 加碼 |
| Fidelis Capital Partners, LLC | 1,226 | $96.0 萬 | 0.21% | +112+10.1% | 加碼 |
| Davis Selected Advisers | 1,228 | $96.2 萬 | 0.01% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,229 | $96.3 萬 | 0.09% | 00.0% | 不變 |
| XTX Topco Ltd | 1,232 | $96.5 萬 | 0.21% | −595−32.6% | 減碼 |
| Paloma Partners Management Co | 1,246 | $97.6 萬 | 0.16% | −3−0.2% | 減碼 |
| Carr Financial Group Corp | 1,247 | $97.7 萬 | 0.36% | 00.0% | 不變 |
| Seeds Investor LLC | 1,261 | $98.8 萬 | 1.12% | +1,261 | 新進 |
| Independent Financial Group, LLC | 1,265 | $99.1 萬 | 0.05% | +120+10.5% | 加碼 |
| Salomon & Ludwin, LLC | 1,587 | $99.5 萬 | 0.10% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,270 | $99.5 萬 | 0.03% | −19−1.5% | 減碼 |
| Chilton Investment Co LLC | 1,271 | $99.6 萬 | 0.03% | +438+52.6% | 加碼 |
| Merit Financial Group, LLC | 1,278 | $100.1 萬 | 0.03% | −928−42.1% | 減碼 |
| Valeo Financial Advisors, LLC | 1,278 | $100.1 萬 | 0.04% | +292+29.6% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 1,279 | $100.2 萬 | 0.12% | +100+8.5% | 加碼 |
| Polymer Capital Management (HK) LTD | 1,280 | $100.3 萬 | 0.35% | +1,280 | 新進 |
| Proequities, Inc. | 1,283 | $100.7 萬 | 0.07% | −25−1.9% | 減碼 |
| Wedmont Private Capital | 1,333 | $100.9 萬 | 0.08% | +179+15.5% | 加碼 |
| Edgestream Partners, L.P. | 1,289 | $101.0 萬 | 0.07% | +967+300.3% | 加碼 |
| CFO4Life Group, LLC | 1,290 | $101.0 萬 | 0.19% | −124−8.8% | 減碼 |
| World Equity Group, Inc. | 1,314 | $102.9 萬 | 0.21% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,315 | $103.0 萬 | 0.09% | −46−3.4% | 減碼 |
| SageView Advisory Group, LLC | 1,235 | $103.2 萬 | 0.04% | +850+220.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,319 | $103.3 萬 | 0.34% | −13−1.0% | 減碼 |
| Abundance Wealth Counselors | 1,325 | $103.8 萬 | 0.27% | +9+0.7% | 加碼 |
| Core Alternative Capital | 1,328 | $104.0 萬 | 0.18% | 00.0% | 不變 |
| Phraction Management LLC | 1,332 | $104.3 萬 | 0.44% | −219−14.1% | 減碼 |
| Mutual Advisors, LLC | 1,335 | $104.6 萬 | 0.04% | +93+7.5% | 加碼 |
| Herold Advisors, Inc. | 1,337 | $104.7 萬 | 0.29% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 1,340 | $105.0 萬 | 0.36% | +1,340 | 新進 |
| Advisor Resource Council | 1,342 | $105.1 萬 | 0.12% | +1,342 | 新進 |
| RAM Investment Partners, LLC | 1,348 | $105.6 萬 | 0.37% | +219+19.4% | 加碼 |
| Centennial Bank | 1,352 | $105.9 萬 | 0.63% | −14−1.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,372 | $107.5 萬 | 0.13% | +17+1.3% | 加碼 |
| First Hawaiian Bank | 1,379 | $108.0 萬 | 0.03% | −670−32.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,381 | $108.2 萬 | 0.00% | −7,394−84.3% | 減碼 |
| Albert D Mason Inc | 1,385 | $108.5 萬 | 0.72% | −7−0.5% | 減碼 |
| Change Path, LLC | 1,393 | $109.1 萬 | 0.07% | −5−0.4% | 減碼 |
| KRS Capital Management, LLC | 1,398 | $109.5 萬 | 1.02% | −40−2.8% | 減碼 |
| O'Neil Global Advisors, Inc. | 1,400 | $109.7 萬 | 0.64% | +1,400 | 新進 |
| Cigna Investments Inc | 1,402 | $109.8 萬 | 0.23% | −38−2.6% | 減碼 |
| Strong Tower Advisory Services | 1,417 | $111.0 萬 | 0.49% | +27+1.9% | 加碼 |
| Principal Securities, Inc. | 1,421 | $111.3 萬 | 0.04% | +1,421 | 新進 |
| Texas Capital Bancshares Inc | 1,425 | $111.6 萬 | 0.59% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 1,425 | $111.6 萬 | 0.18% | +83+6.2% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,439 | $112.7 萬 | 0.46% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,446 | $113.6 萬 | 0.06% | +81+5.9% | 加碼 |
| Mechanics Bank Trust Department | 1,457 | $114.1 萬 | 0.18% | −10−0.7% | 減碼 |
| GraniteShares Advisors LLC | 1,457 | $114.1 萬 | 1.03% | −243−14.3% | 減碼 |
| Vise Technologies, Inc. | 1,459 | $114.3 萬 | 0.25% | −314−17.7% | 減碼 |
| Scotia Capital Inc. | 1,465 | $114.7 萬 | 0.01% | +26+1.8% | 加碼 |
| Smithfield Trust Co | 1,491 | $116.7 萬 | 0.07% | −48−3.1% | 減碼 |
| MBM Wealth Consultants, LLC | 1,387 | $117.3 萬 | 0.44% | −23−1.6% | 減碼 |
| Brighton Jones LLC | 1,498 | $117.3 萬 | 0.05% | −94−5.9% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,499 | $117.4 萬 | 0.32% | −34−2.2% | 減碼 |
| Lincoln National Corp | 1,499 | $117.4 萬 | 0.02% | +63+4.4% | 加碼 |
| Cohen Klingenstein LLC | 1,500 | $117.5 萬 | 0.05% | 00.0% | 不變 |
| Black Swift Group, LLC | 1,500 | $117.5 萬 | 0.35% | +1,500 | 新進 |
| Johnson Investment Counsel Inc | 1,506 | $118.0 萬 | 0.01% | −73−4.6% | 減碼 |
| Lecap Asset Management Ltd | 1,516 | $118.7 萬 | 0.43% | +1,516 | 新進 |
| Foundations Investment Advisors, LLC | 1,427 | $118.7 萬 | 0.03% | +1,095+329.8% | 加碼 |