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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 1,533 | $120.0 萬 | 0.07% | +84+5.8% | 加碼 |
| KCM Investment Advisors LLC | 1,544 | $121.0 萬 | 0.05% | −56−3.5% | 減碼 |
| Knowledge Leaders Capital, LLC | 1,551 | $121.5 萬 | 1.91% | −50−3.1% | 減碼 |
| Trust Asset Management LLC | 1,558 | $122.0 萬 | 0.12% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 1,563 | $122.4 萬 | 0.30% | −30−1.9% | 減碼 |
| Belpointe Asset Management LLC | 1,564 | $122.5 萬 | 0.11% | −32−2.0% | 減碼 |
| Summit Global Investments | 1,567 | $122.7 萬 | 0.08% | +110+7.5% | 加碼 |
| Community Bank, N.A. | 1,572 | $123.1 萬 | 0.16% | −34−2.1% | 減碼 |
| Alpha Cubed Investments, LLC | 1,583 | $124.0 萬 | 0.07% | +1,583 | 新進 |
| WSFS Capital Management, LLC | 1,583 | $124.0 萬 | 0.08% | −104−6.2% | 減碼 |
| JT Stratford LLC | 1,589 | $124.5 萬 | 0.28% | +123+8.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,597 | $125.1 萬 | 0.38% | +10+0.6% | 加碼 |
| CWA Asset Management Group, LLC | 1,601 | $125.4 萬 | 0.09% | +440+37.9% | 加碼 |
| Clearstead Advisors, LLC | 1,607 | $125.9 萬 | 0.07% | −440−21.5% | 減碼 |
| Paragon Advisors, LLC | 1,608 | $125.9 萬 | 0.53% | +789+96.3% | 加碼 |
| Schechter Investment Advisors, LLC | 1,613 | $126.3 萬 | 0.11% | −66−3.9% | 減碼 |
| Signature Wealth Management Group | 1,613 | $126.3 萬 | 0.58% | +1,613 | 新進 |
| Global X Japan Co., Ltd. | 1,621 | $127.0 萬 | 0.72% | +1,621 | 新進 |
| Syon Capital LLC | 1,622 | $127.1 萬 | 0.13% | +314+24.0% | 加碼 |
| Wade G W & Inc | 1,624 | $127.2 萬 | 0.04% | +915+129.1% | 加碼 |
| Burr Financial Services, LLC | 1,361 | $128.2 萬 | 0.98% | +1,361 | 新進 |
| Old National Bancorp | 1,644 | $128.8 萬 | 0.03% | −45−2.7% | 減碼 |
| Glen Eagle Advisors, LLC | 1,645 | $128.8 萬 | 0.27% | +67+4.2% | 加碼 |
| Qtron Investments LLC | 1,646 | $128.9 萬 | 0.21% | +315+23.7% | 加碼 |
| Lake Street Advisors Group, LLC | 1,649 | $129.5 萬 | 0.06% | +1,649 | 新進 |
| Headlands Technologies LLC | 1,654 | $129.6 萬 | 0.39% | +1,654 | 新進 |
| NVWM, LLC | 1,652 | $129.7 萬 | 0.39% | −130−7.3% | 減碼 |
| Axxcess Wealth Management, LLC | 1,664 | $130.3 萬 | 0.04% | −174−9.5% | 減碼 |
| Perpetual Ltd | 1,689 | $132.3 萬 | 0.01% | −99−5.5% | 減碼 |
| Camden Capital, LLC | 1,693 | $132.6 萬 | 0.14% | +872+106.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,694 | $132.7 萬 | 0.05% | −1−0.1% | 減碼 |
| Goodman Advisory Group, LLC | 1,696 | $132.8 萬 | 0.45% | −1,138−40.2% | 減碼 |
| Lake Street Financial LLC | 1,698 | $133.0 萬 | 0.21% | +7+0.4% | 加碼 |
| Apriem Advisors | 1,700 | $133.1 萬 | 0.18% | −62−3.5% | 減碼 |
| Aurora Investment Counsel | 2,741 | $133.3 萬 | 0.87% | −125−4.4% | 減碼 |
| McDaniel Terry & Co | 1,705 | $133.5 萬 | 0.13% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 1,701 | $133.6 萬 | 0.08% | 00.0% | 不變 |
| Allworth Financial LP | 1,708 | $133.8 萬 | 0.01% | +69+4.2% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,710 | $133.9 萬 | 1.54% | −47−2.7% | 減碼 |
| Mather Group, LLC. | 1,713 | $134.1 萬 | 0.02% | +23+1.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,718 | $134.6 萬 | 0.44% | −55−3.1% | 減碼 |
| Mainstay Capital Management LLC | 1,720 | $134.7 萬 | 0.26% | +301+21.2% | 加碼 |
| NWK Group, Inc. | 1,721 | $134.8 萬 | 0.69% | +15+0.9% | 加碼 |
| Weiss Asset Management LP | 1,723 | $135.0 萬 | 0.10% | +1,723 | 新進 |
| Sloy Dahl & Holst, LLC | 1,743 | $136.5 萬 | 0.28% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 1,741 | $137.4 萬 | 0.30% | +1,741 | 新進 |
| Middleton & Co Inc | 1,758 | $137.7 萬 | 0.17% | 00.0% | 不變 |
| FCG Investment Co | 1,759 | $137.8 萬 | 1.35% | +1,759 | 新進 |
| Noesis Capital Mangement Corp | 1,770 | $138.7 萬 | 0.33% | −5−0.3% | 減碼 |
| Sunbelt Securities, Inc. | 1,772 | $138.8 萬 | 0.17% | +50+2.9% | 加碼 |
| Checchi Capital Advisers, LLC | 1,781 | $139.5 萬 | 0.11% | +18+1.0% | 加碼 |
| Diversified Trust Co | 1,794 | $140.5 萬 | 0.05% | +28+1.6% | 加碼 |
| Redwood Investment Management, LLC | 1,796 | $140.7 萬 | 0.13% | −1,277−41.6% | 減碼 |
| Lifestyle Asset Management, Inc. | 1,798 | $140.8 萬 | 0.78% | −83−4.4% | 減碼 |
| Choate Investment Advisors | 1,800 | $141.0 萬 | 0.04% | −24−1.3% | 減碼 |
| MWA Asset Management | 1,805 | $141.4 萬 | 1.17% | +64+3.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,810 | $141.8 萬 | 0.11% | −233−11.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,816 | $142.0 萬 | 0.35% | +1,816 | 新進 |
| Capital Group Private Client Services, Inc. | 1,829 | $143.3 萬 | 0.01% | −18−1.0% | 減碼 |
| Wealth Alliance | 1,841 | $144.2 萬 | 0.20% | −47−2.5% | 減碼 |
| Capital Investment Counsel, Inc | 1,845 | $144.5 萬 | 0.25% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,851 | $145.0 萬 | 0.02% | −5−0.3% | 減碼 |
| Nicholas Investment Partners, LP | 1,859 | $145.6 萬 | 0.17% | +230+14.1% | 加碼 |
| CAPROCK Group, Inc. | 1,855 | $145.7 萬 | 0.09% | +30+1.6% | 加碼 |
| Donoghue Forlines LLC | 1,862 | $145.8 萬 | 0.46% | −26−1.4% | 減碼 |
| Great Valley Advisor Group, Inc. | 1,872 | $146.6 萬 | 0.05% | −228−10.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,879 | $147.1 萬 | 0.16% | −25−1.3% | 減碼 |
| Tocqueville Asset Management L.P. | 1,881 | $147.3 萬 | 0.03% | −9−0.5% | 減碼 |
| Chicago Capital, LLC | 1,882 | $147.4 萬 | 0.05% | +1,882 | 新進 |
| TownSquare Capital, LLC | 1,889 | $148.0 萬 | 0.03% | +183+10.7% | 加碼 |
| FDx Advisors, Inc. | 1,897 | $148.6 萬 | 0.11% | +809+74.4% | 加碼 |
| Caxton Associates LP | 1,901 | $148.9 萬 | 0.08% | −398−17.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,090 | $153.1 萬 | 0.06% | +121+6.1% | 加碼 |
| Legacy Capital Group California, Inc. | 1,957 | $153.3 萬 | 0.59% | +663+51.2% | 加碼 |
| Davenport & Co LLC | 1,959 | $153.4 萬 | 0.01% | −392−16.7% | 減碼 |
| Savant Capital, LLC | 1,970 | $154.4 萬 | 0.02% | +264+15.5% | 加碼 |
| NRI Wealth Management LC | 1,983 | $155.3 萬 | 1.55% | +1,983 | 新進 |
| Delphi Management Inc | 1,985 | $155.5 萬 | 1.43% | −29−1.4% | 減碼 |
| Alta Wealth Advisors LLC | 1,999 | $156.6 萬 | 0.87% | +138+7.4% | 加碼 |
| Paradigm Asset Management Co LLC | 2,000 | $156.7 萬 | 0.41% | −100−4.8% | 減碼 |
| Leelyn Smith, LLC | 2,009 | $157.3 萬 | 0.34% | −5−0.2% | 減碼 |
| Tradition Wealth Management, LLC | 2,010 | $157.4 萬 | 0.16% | +14+0.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 2,013 | $157.7 萬 | 0.03% | +2,013 | 新進 |
| Boston Private Wealth LLC | 2,015 | $157.8 萬 | 0.04% | −50−2.4% | 減碼 |
| Cookson Peirce & Co Inc | 2,017 | $158.0 萬 | 0.10% | −221−9.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 2,034 | $159.3 萬 | 0.14% | −158−7.2% | 減碼 |
| Trust Co of Toledo NA | 2,035 | $159.4 萬 | 0.27% | −44−2.1% | 減碼 |
| Venturi Wealth Management, LLC | 2,036 | $159.5 萬 | 0.11% | −152−6.9% | 減碼 |
| Independent Advisor Alliance | 2,042 | $159.9 萬 | 0.06% | +157+8.3% | 加碼 |
| Weatherly Asset Management L. P. | 2,040 | $160.2 萬 | 0.17% | −34−1.6% | 減碼 |
| Quadrant Capital Group LLC | 2,054 | $160.9 萬 | 0.14% | +5+0.2% | 加碼 |
| Segment Wealth Management, LLC | 2,063 | $161.6 萬 | 0.14% | +1,103+114.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,076 | $162.6 萬 | 0.15% | +4+0.2% | 加碼 |
| Avantax Advisory Services, Inc. | 2,076 | $162.6 萬 | 0.02% | +204+10.9% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,084 | $163.2 萬 | 0.30% | +111+5.6% | 加碼 |
| Kuhn & Co Investment Counsel | 2,088 | $163.5 萬 | 1.68% | +2,088 | 新進 |
| Bank Pictet & Cie (Asia) Ltd | 2,092 | $163.9 萬 | 0.41% | 00.0% | 不變 |
| Edentree Asset Management Ltd | 2,100 | $164.5 萬 | 0.51% | −150−6.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,101 | $164.6 萬 | 0.04% | −26−1.2% | 減碼 |
| Mission Wealth Management, LP | 2,101 | $164.6 萬 | 0.05% | −242−10.3% | 減碼 |