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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 9,749 | $763.6 萬 | 0.11% | +271+2.9% | 加碼 |
| Cullinan Associates Inc | 9,700 | $759.8 萬 | 0.42% | 00.0% | 不變 |
| Heron Bay Capital Management | 9,668 | $757.3 萬 | 1.75% | −769−7.4% | 減碼 |
| Verition Fund Management LLC | 9,559 | $748.7 萬 | 0.08% | +2,195+29.8% | 加碼 |
| Aviance Capital Partners, LLC | 9,505 | $744.5 萬 | 1.59% | −299−3.0% | 減碼 |
| Point72 Middle East FZE | 9,504 | $744.4 萬 | 0.52% | −6,701−41.4% | 減碼 |
| Jackson Wealth Management, LLC | 9,467 | $741.5 萬 | 0.98% | +169+1.8% | 加碼 |
| Guinness Atkinson Asset Management Inc | 9,452 | $740.3 萬 | 3.79% | −205−2.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,351 | $732.4 萬 | 0.14% | +275+3.0% | 加碼 |
| River Wealth Advisors LLC | 9,328 | $730.7 萬 | 1.17% | +1,204+14.8% | 加碼 |
| Fiduciary Trust Co | 9,327 | $730.5 萬 | 0.12% | −25−0.3% | 減碼 |
| Carret Asset Management, LLC | 9,260 | $725.3 萬 | 0.92% | −159−1.7% | 減碼 |
| McBroom & Associates, LLC | 9,247 | $724.3 萬 | 5.28% | −16−0.2% | 減碼 |
| Horizon Investment Services, LLC | 9,229 | $722.9 萬 | 3.90% | −196−2.1% | 減碼 |
| Northwest Bancshares, Inc. | 9,181 | $719.1 萬 | 1.31% | −184−2.0% | 減碼 |
| Twin Tree Management, LP | 9,076 | $710.9 萬 | 0.13% | −463−4.9% | 減碼 |
| KWMG, LLC | 9,070 | $710.4 萬 | 0.83% | −508−5.3% | 減碼 |
| Hillman Capital Management, Inc. | 9,063 | $709.9 萬 | 2.45% | −22−0.2% | 減碼 |
| Sitrin Capital Management LLC | 9,049 | $708.8 萬 | 4.13% | −149−1.6% | 減碼 |
| Hohimer Wealth Management, LLC | 9,049 | $708.8 萬 | 1.80% | +74+0.8% | 加碼 |
| Maytus Capital Management, LLC | 9,000 | $704.9 萬 | 2.82% | +1,000+12.5% | 加碼 |
| Silvant Capital Management LLC | 8,951 | $702.9 萬 | 0.38% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 8,937 | $700.0 萬 | 0.06% | −3,266−26.8% | 減碼 |
| Seizert Capital Partners, LLC | 8,892 | $696.5 萬 | 0.35% | −40.0% | 減碼 |
| Hartford Investment Management Co | 8,878 | $695.4 萬 | 0.26% | −267−2.9% | 減碼 |
| Taylor Hoffman Wealth Management | 8,870 | $694.8 萬 | 3.14% | +34+0.4% | 加碼 |
| Insight Wealth Strategies, LLC | 8,856 | $693.6 萬 | 1.12% | −596−6.3% | 減碼 |
| Prudential PLC | 8,837 | $692.2 萬 | 0.07% | +231+2.7% | 加碼 |
| Financial Partners Group, LLC | 8,790 | $688.5 萬 | 3.11% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 8,677 | $679.7 萬 | 0.19% | −69−0.8% | 減碼 |
| Bailard, Inc. | 8,658 | $678.1 萬 | 0.20% | +221+2.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 8,483 | $665.8 萬 | 0.08% | −107−1.2% | 減碼 |
| Westpac Banking Corp | 8,498 | $665.6 萬 | 0.55% | +276+3.4% | 加碼 |
| FORA Capital, LLC | 8,487 | $664.8 萬 | 0.57% | +8,487 | 新進 |
| Securian Asset Management, Inc | 8,371 | $655.7 萬 | 0.19% | −1,167−12.2% | 減碼 |
| Whitford Management LLC | 8,326 | $652.2 萬 | 2.56% | +8,326 | 新進 |
| Cornerstone Advisors, LLC | 8,300 | $650.1 萬 | 0.29% | −1,200−12.6% | 減碼 |
| Savoie Capital LLC | 8,280 | $648.5 萬 | 1.48% | 00.0% | 不變 |
| Atria Investments LLC | 8,107 | $635.0 萬 | 0.10% | −669−7.6% | 減碼 |
| Ardevora Asset Management LLP | 8,041 | $629.8 萬 | 0.56% | −11,355−58.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 8,000 | $626.6 萬 | 0.14% | +1,603+25.1% | 加碼 |
| Tritonpoint Wealth, LLC | 7,958 | $624.9 萬 | 0.61% | +7,958 | 新進 |
| Beacon Pointe Advisors, LLC | 7,954 | $623.1 萬 | 0.07% | +352+4.6% | 加碼 |
| Bokf, NA | 7,931 | $621.2 萬 | 0.12% | +22+0.3% | 加碼 |
| Cresset Asset Management, LLC | 7,879 | $618.6 萬 | 0.04% | +184+2.4% | 加碼 |
| Ziegler Capital Management, LLC | 7,893 | $618.2 萬 | 0.28% | −531−6.3% | 減碼 |
| MAI Capital Management | 7,889 | $617.9 萬 | 0.08% | +3,895+97.5% | 加碼 |
| Commerce Bank | 7,839 | $614.0 萬 | 0.04% | +112+1.4% | 加碼 |
| Patton Fund Management, Inc. | 7,821 | $612.6 萬 | 1.36% | +4,744+154.2% | 加碼 |
| Rench Wealth Management, Inc. | 7,742 | $606.4 萬 | 2.55% | −112−1.4% | 減碼 |
| Naples Global Advisors, LLC | 7,668 | $602.2 萬 | 0.66% | −547−6.7% | 減碼 |
| Bridgewater Associates, LP | 7,558 | $592.0 萬 | 0.03% | −65,109−89.6% | 減碼 |
| Institute for Wealth Management, LLC. | 7,532 | $590.0 萬 | 0.96% | 00.0% | 不變 |
| Empowered Funds, LLC | 7,467 | $584.9 萬 | 0.15% | +522+7.5% | 加碼 |
| Amica Mutual Insurance Co | 7,413 | $580.6 萬 | 0.63% | −2,007−21.3% | 減碼 |
| NewSquare Capital LLC | 7,396 | $579.3 萬 | 0.55% | +249+3.5% | 加碼 |
| Marshall & Sullivan Inc | 7,381 | $578.1 萬 | 3.05% | −53−0.7% | 減碼 |
| Kingsview Wealth Management, LLC | 7,326 | $573.8 萬 | 0.17% | −3,291−31.0% | 減碼 |
| Optiver Holding B.V. | 7,324 | $573.7 萬 | 0.17% | −23,510−76.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,252 | $568.0 萬 | 0.73% | +25+0.3% | 加碼 |
| Brinker Capital Investments, LLC | 7,393 | $559.8 萬 | 0.07% | +83+1.1% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,393 | $559.8 萬 | 0.07% | +83+1.1% | 加碼 |
| Farmers Trust Co | 7,126 | $558.2 萬 | 1.16% | −605−7.8% | 減碼 |
| Abn Amro Investment Solutions | 7,080 | $554.5 萬 | 0.10% | +85+1.2% | 加碼 |
| GWM Advisors LLC | 6,921 | $552.0 萬 | 0.05% | +165+2.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 7,037 | $551.2 萬 | 0.35% | +24+0.3% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 7,025 | $550.2 萬 | 0.76% | −1,500−17.6% | 減碼 |
| Matthews International Capital Management LLC | 7,005 | $548.7 萬 | 0.77% | −84−1.2% | 減碼 |
| Viking Fund Management LLC | 7,000 | $548.3 萬 | 1.07% | +3,000+75.0% | 加碼 |
| New Mexico Educational Retirement Board | 6,993 | $547.7 萬 | 0.21% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 6,982 | $546.9 萬 | 1.63% | −164−2.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 6,714 | $525.9 萬 | 0.11% | +1,188+21.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,680 | $523.2 萬 | 0.25% | −68−1.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 6,641 | $520.8 萬 | 0.44% | +1,958+41.8% | 加碼 |
| L & S Advisors Inc | 6,640 | $520.1 萬 | 0.63% | +6,640 | 新進 |
| Shell Asset Management Co | 6,639 | $520.0 萬 | 0.24% | −2,854−30.1% | 減碼 |
| Conning Inc. | 6,578 | $515.2 萬 | 0.18% | −86−1.3% | 減碼 |
| Wolverine Trading, LLC | 6,566 | $514.3 萬 | 0.04% | −9−0.1% | 減碼 |
| Kempen Capital Management N.V. | 6,515 | $510.3 萬 | 0.07% | −97−1.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 6,482 | $507.7 萬 | 1.49% | +6,482 | 新進 |
| NEOS Investment Management LLC | 6,434 | $503.9 萬 | 0.48% | +107+1.7% | 加碼 |
| Private Advisor Group, LLC | 6,412 | $502.2 萬 | 0.04% | +193+3.1% | 加碼 |
| Fred Alger Management, LLC | 6,355 | $497.8 萬 | 0.03% | −219−3.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,315 | $494.6 萬 | 0.47% | +151+2.4% | 加碼 |
| AE Wealth Management LLC | 5,889 | $494.1 萬 | 0.03% | +56+1.0% | 加碼 |
| Whittier Trust Co | 6,275 | $491.5 萬 | 0.08% | +212+3.5% | 加碼 |
| CCM Investment Advisers LLC | 6,175 | $483.7 萬 | 0.60% | −478−7.2% | 減碼 |
| Cary Street Partners Asset Management LLC | 6,118 | $479.2 萬 | 0.82% | −167−2.7% | 減碼 |
| Lathrop Investment Management Corp | 6,113 | $478.8 萬 | 0.98% | −2,222−26.7% | 減碼 |
| Morton Community Bank | 6,091 | $477.1 萬 | 1.56% | +6,091 | 新進 |
| Royal Fund Management, LLC | 6,074 | $476.9 萬 | 0.60% | +289+5.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 6,088 | $476.8 萬 | 0.15% | −499−7.6% | 減碼 |
| Siemens Fonds Invest GmbH | 6,088 | $476.8 萬 | 0.39% | +542+9.8% | 加碼 |
| Metis Global Partners, LLC | 6,021 | $471.6 萬 | 0.19% | −612−9.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,998 | $469.8 萬 | 0.16% | −307−4.9% | 減碼 |
| PDT Partners, LLC | 5,922 | $463.8 萬 | 0.51% | −890−13.1% | 減碼 |
| New Potomac Partners, LLC | 5,911 | $463.0 萬 | 2.75% | −105−1.7% | 減碼 |
| Itau Unibanco Holding S.A. | 5,819 | $459.5 萬 | 0.15% | +5,819 | 新進 |
| Bristlecone Advisors, LLC | 5,840 | $457.4 萬 | 0.46% | −51−0.9% | 減碼 |
| Two Sigma Advisers, LP | 5,800 | $454.3 萬 | 0.01% | −4,000−40.8% | 減碼 |