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 |
|---|---|---|---|---|---|
| Midwest Professional Planners, LTD. | 5,791 | $453.6 萬 | 1.81% | +282+5.1% | 加碼 |
| Roanoke Asset Management Corp | 5,770 | $451.9 萬 | 1.68% | −40−0.7% | 減碼 |
| Norinchukin Bank, The | 5,750 | $450.4 萬 | 0.11% | −803−12.3% | 減碼 |
| Charter Trust Co | 5,710 | $447.2 萬 | 0.33% | −83−1.4% | 減碼 |
| Integrated Advisors Network LLC | 5,689 | $445.6 萬 | 0.25% | +4,466+365.2% | 加碼 |
| PEAK6 Investments LLC | 5,656 | $443.0 萬 | 0.19% | +3,572+171.4% | 加碼 |
| Kinneret Advisory, LLC | 5,641 | $443.0 萬 | 0.49% | −36−0.6% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,655 | $442.9 萬 | 0.31% | +76+1.4% | 加碼 |
| Harbour Capital Advisors, LLC | 5,980 | $440.7 萬 | 1.21% | −15−0.3% | 減碼 |
| Glenview Trust Co | 5,552 | $434.9 萬 | 0.11% | +1,401+33.8% | 加碼 |
| Vestcor Inc | 5,527 | $432.9 萬 | 0.15% | −31−0.6% | 減碼 |
| Advisors Capital Management, LLC | 5,520 | $432.4 萬 | 0.09% | −96−1.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,461 | $427.8 萬 | 0.05% | +846+18.3% | 加碼 |
| Toroso Investments, LLC | 5,457 | $427.4 萬 | 0.10% | −1,338−19.7% | 減碼 |
| Pittenger & Anderson Inc | 5,406 | $423.4 萬 | 0.19% | +672+14.2% | 加碼 |
| Fort Sheridan Advisors LLC | 5,380 | $421.4 萬 | 0.84% | +10.0% | 加碼 |
| Metropolitan Life Insurance Co | 5,365 | $420.2 萬 | 0.20% | −151−2.7% | 減碼 |
| Quantinno Capital Management LP | 5,340 | $418.3 萬 | 0.15% | −1,547−22.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,288 | $414.2 萬 | 0.15% | +81+1.6% | 加碼 |
| Cetera Trust Company, N.A | 5,281 | $413.6 萬 | 2.58% | +5,281 | 新進 |
| Hennessy Advisors Inc | 5,279 | $413.5 萬 | 0.21% | +19+0.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,250 | $411.2 萬 | 0.15% | −1,000−16.0% | 減碼 |
| GAM Holding AG | 5,157 | $404.0 萬 | 0.30% | +378+7.9% | 加碼 |
| American Trust Investment Advisors, LLC | 5,130 | $401.8 萬 | 2.09% | −962−15.8% | 減碼 |
| Penserra Capital Management LLC | 5,111 | $400.1 萬 | 0.08% | −459−8.2% | 減碼 |
| Advisory Resource Group | 5,095 | $399.1 萬 | 0.99% | +112+2.2% | 加碼 |
| Cynosure Management, LLC | 5,073 | $397.5 萬 | 0.71% | +3,250+178.3% | 加碼 |
| Steel Peak Wealth Management LLC | 5,059 | $397.3 萬 | 0.23% | +43+0.9% | 加碼 |
| Blair William & Co | 5,032 | $394.1 萬 | 0.01% | +210+4.4% | 加碼 |
| Perigon Wealth Management, LLC | 5,009 | $392.4 萬 | 0.13% | +93+1.9% | 加碼 |
| Crown Advisors Management, Inc. | 5,000 | $391.6 萬 | 2.68% | 00.0% | 不變 |
| Clear Rock Advisors, LLC | 4,282 | $390.3 萬 | 1.76% | +4,282 | 新進 |
| Strategic Financial Services, Inc, | 4,981 | $390.1 萬 | 0.27% | −223−4.3% | 減碼 |
| EFG Asset Management (North America) Corp. | 4,959 | $388.4 萬 | 0.74% | +2,255+83.4% | 加碼 |
| Vinva Investment Management Ltd | 4,913 | $388.0 萬 | 0.27% | +991+25.3% | 加碼 |
| Intrust Bank NA | 4,910 | $384.6 萬 | 0.45% | −92−1.8% | 減碼 |
| Azzad Asset Management Inc | 4,907 | $384.4 萬 | 0.49% | +50+1.0% | 加碼 |
| Twin Capital Management Inc | 4,904 | $384.1 萬 | 0.50% | −92−1.8% | 減碼 |
| Empirical Finance, LLC | 4,781 | $374.5 萬 | 0.26% | +14+0.3% | 加碼 |
| Capital International Investors | 4,751 | $372.1 萬 | 0.00% | −50,039−91.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,695 | $367.7 萬 | 0.26% | −409−8.0% | 減碼 |
| Arjuna Capital | 4,691 | $367.4 萬 | 1.15% | +2,695+135.0% | 加碼 |
| Retireful, LLC | 4,672 | $365.9 萬 | 1.59% | +4,672 | 新進 |
| Impax Asset Management Group plc | 4,598 | $360.1 萬 | 0.01% | −5,885−56.1% | 減碼 |
| Trustmark National Bank Trust Department | 4,593 | $359.8 萬 | 0.33% | +452+10.9% | 加碼 |
| Group One Trading, L.P. | 4,582 | $358.9 萬 | 0.11% | −16,417−78.2% | 減碼 |
| Nikulski Financial, Inc. | 4,575 | $358.4 萬 | 1.31% | +106+2.4% | 加碼 |
| Rodgers Brothers Inc. | 4,490 | $351.7 萬 | 0.56% | −50−1.1% | 減碼 |
| TKG Advisors, LLC | 4,465 | $349.7 萬 | 2.09% | +93+2.1% | 加碼 |
| Groesbeck Investment Management Corp | 4,454 | $348.9 萬 | 4.83% | +50+1.1% | 加碼 |
| Tiaa Trust, National Association | 4,417 | $346.0 萬 | 0.01% | −170−3.7% | 減碼 |
| Terra Nova Asset Management LLC | 4,410 | $345.4 萬 | 3.03% | −119−2.6% | 減碼 |
| Hoylecohen, LLC | 4,364 | $341.8 萬 | 0.28% | +69+1.6% | 加碼 |
| Malaga Cove Capital, LLC | 4,362 | $341.7 萬 | 1.44% | −800−15.5% | 減碼 |
| Probity Advisors, Inc. | 4,357 | $341.3 萬 | 0.74% | −545−11.1% | 減碼 |
| Argent Trust Co | 4,335 | $339.5 萬 | 0.17% | +139+3.3% | 加碼 |
| Engineers Gate Manager LP | 4,327 | $338.9 萬 | 0.10% | +2,331+116.8% | 加碼 |
| Pacifica Partners Inc. | 4,860 | $338.8 萬 | 1.67% | +3+0.1% | 加碼 |
| Picton Mahoney Asset Management | 4,317 | $338.1 萬 | 0.16% | +4,317 | 新進 |
| TTP Investments, Inc. | 4,304 | $337.1 萬 | 1.45% | −21−0.5% | 減碼 |
| Ballentine Partners, LLC | 4,300 | $336.8 萬 | 0.07% | +126+3.0% | 加碼 |
| Arkadios Wealth Advisors | 4,269 | $334.4 萬 | 0.28% | −11−0.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 4,266 | $334.1 萬 | 0.65% | −583−12.0% | 減碼 |
| Trust Co of Vermont | 4,224 | $330.8 萬 | 0.22% | −381−8.3% | 減碼 |
| Zurich Insurance Group Ltd | 4,200 | $329.0 萬 | 0.03% | 00.0% | 不變 |
| Gunderson Capital Management Inc. | 4,199 | $328.9 萬 | 1.88% | −95−2.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,172 | $326.8 萬 | 0.09% | −36−0.9% | 減碼 |
| Acadian Asset Management LLC | 4,176 | $326.7 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,160 | $325.9 萬 | 0.05% | +452+12.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,159 | $325.7 萬 | 0.04% | +168+4.2% | 加碼 |
| Monetary Management Group Inc | 4,111 | $322.0 萬 | 1.00% | −20−0.5% | 減碼 |
| Columbia Trust Co 01012016 | 4,102 | $321.3 萬 | 1.45% | +136+3.4% | 加碼 |
| Linden Thomas Advisory Services, LLC | 4,098 | $321.0 萬 | 0.60% | +253+6.6% | 加碼 |
| Sanders Morris Harris LLC | 4,242 | $319.8 萬 | 1.57% | −15−0.4% | 減碼 |
| Everence Capital Management Inc | 4,073 | $319.0 萬 | 0.23% | +1,440+54.7% | 加碼 |
| Dana Investment Advisors, Inc. | 4,072 | $318.9 萬 | 0.15% | +151+3.9% | 加碼 |
| Mill Capital Management, LLC | 4,045 | $316.8 萬 | 0.28% | 00.0% | 不變 |
| CWM, LLC | 4,027 | $315.4 萬 | 0.02% | −185−4.4% | 減碼 |
| Brown Advisory Inc | 3,986 | $312.2 萬 | 0.00% | −371−8.5% | 減碼 |
| Keybank National Association | 3,981 | $311.8 萬 | 0.01% | −160−3.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,960 | $310.1 萬 | 0.01% | +55+1.4% | 加碼 |
| Credit Agricole S A | 3,949 | $309.3 萬 | 0.06% | +2,156+120.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 3,940 | $308.6 萬 | 0.64% | +1,870+90.3% | 加碼 |
| Eagle Asset Management Inc | 3,937 | $308.4 萬 | 0.02% | −608−13.4% | 減碼 |
| Integrated Wealth Concepts LLC | 3,937 | $308.4 萬 | 0.05% | +109+2.8% | 加碼 |
| Motley Fool Asset Management LLC | 3,925 | $307.4 萬 | 0.23% | +105+2.7% | 加碼 |
| Stiles Financial Services Inc | 3,872 | $303.6 萬 | 1.38% | +304+8.5% | 加碼 |
| MV Capital Management, Inc. | 3,876 | $303.6 萬 | 0.38% | +26+0.7% | 加碼 |
| Matisse Capital | 3,855 | $301.9 萬 | 1.61% | +1,583+69.7% | 加碼 |
| Rockline Wealth Management, LLC | 3,818 | $299.1 萬 | 1.24% | +3,818 | 新進 |
| Exchange Traded Concepts, LLC | 3,813 | $298.7 萬 | 0.08% | +1,355+55.1% | 加碼 |
| Advisory Research Inc | 3,764 | $294.8 萬 | 0.45% | −782−17.2% | 減碼 |
| Cloverfields Capital Group, LP | 3,736 | $292.6 萬 | 1.15% | 00.0% | 不變 |
| Central Trust Co | 3,732 | $292.3 萬 | 0.08% | +5+0.1% | 加碼 |
| TD Private Client Wealth LLC | 3,705 | $290.2 萬 | 0.10% | −3,043−45.1% | 減碼 |
| IFP Advisors, Inc | 3,694 | $289.2 萬 | 0.14% | +1,963+113.4% | 加碼 |
| Atlas Capital Advisors LLC | 3,680 | $288.2 萬 | 0.42% | −25−0.7% | 減碼 |
| Tower Bridge Advisors | 3,623 | $283.8 萬 | 0.24% | +135+3.9% | 加碼 |
| Proficio Capital Partners LLC | 3,593 | $281.5 萬 | 0.35% | −966−21.2% | 減碼 |
| Empower Advisory Group, LLC | 3,588 | $281.0 萬 | 0.01% | +1,746+94.8% | 加碼 |