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。
2024 年第 1 季 13F 持有人
Lam Research Corp 在 2024/3/31 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
- 1,732
- 較 2023 年第 4 季 +122 家
- 持有股數
- 1.10 億
- 較 2023 年第 4 季 −82.7 萬 (−0.7%)
- 總市值
- $1,070 億
- 較 2023 年第 4 季 +$201.8 億 (+23.3%)
- 新進機構
- 228
- 另有 557 家加碼
- 清倉機構
- 106
- 另有 699 家減碼
另有 22 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Genus Capital Management Inc. | 1,609 | $156.3 萬 | 0.20% | +1,609 | 新進 |
| Dynamic Technology Lab Private Ltd | 1,610 | $156.4 萬 | 0.17% | +1,610 | 新進 |
| Advisory Research Inc | 1,611 | $156.5 萬 | 0.31% | −2,153−57.2% | 減碼 |
| Capstone Investment Advisors, LLC | 1,613 | $156.7 萬 | 0.03% | +1,613 | 新進 |
| Brighton Jones LLC | 1,616 | $157.0 萬 | 0.06% | +118+7.9% | 加碼 |
| Montag A & Associates Inc | 1,613 | $157.1 萬 | 0.08% | +167+11.5% | 加碼 |
| Lincoln National Corp | 1,617 | $157.1 萬 | 0.02% | +118+7.9% | 加碼 |
| Harfst & Associates, Inc. | 1,628 | $158.2 萬 | 0.38% | +1,628 | 新進 |
| Apriem Advisors | 1,635 | $158.8 萬 | 0.20% | −65−3.8% | 減碼 |
| McDaniel Terry & Co | 1,642 | $159.5 萬 | 0.14% | −63−3.7% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,643 | $159.6 萬 | 1.66% | −67−3.9% | 減碼 |
| Phoenix Holdings Ltd. | 1,651 | $160.1 萬 | 0.02% | +805+95.2% | 加碼 |
| Venturi Wealth Management, LLC | 1,651 | $160.4 萬 | 0.10% | −385−18.9% | 減碼 |
| Cipher Capital LP | 1,659 | $161.2 萬 | 0.75% | +1,659 | 新進 |
| FCG Investment Co | 1,661 | $161.4 萬 | 1.29% | −98−5.6% | 減碼 |
| Lake Street Advisors Group, LLC | 1,662 | $161.8 萬 | 0.08% | +13+0.8% | 加碼 |
| Polymer Capital Management (HK) LTD | 1,666 | $161.9 萬 | 0.41% | +386+30.2% | 加碼 |
| Principal Securities, Inc. | 1,685 | $163.7 萬 | 0.05% | +264+18.6% | 加碼 |
| Donoghue Forlines LLC | 1,686 | $163.8 萬 | 0.47% | −176−9.5% | 減碼 |
| Lake Street Financial LLC | 1,687 | $163.9 萬 | 0.23% | −11−0.6% | 減碼 |
| Delphi Management Inc | 1,696 | $164.8 萬 | 1.28% | −289−14.6% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,700 | $165.2 萬 | 0.06% | +6+0.4% | 加碼 |
| Leavell Investment Management, Inc. | 1,700 | $165.5 萬 | 0.10% | −1−0.1% | 減碼 |
| NVWM, LLC | 1,707 | $166.2 萬 | 0.46% | +55+3.3% | 加碼 |
| NWK Group, Inc. | 1,713 | $166.4 萬 | 0.78% | −8−0.5% | 減碼 |
| Versor Investments LP | 1,723 | $167.4 萬 | 0.34% | +1,723 | 新進 |
| Mutual Advisors, LLC | 1,730 | $168.1 萬 | 0.05% | +395+29.6% | 加碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $169.3 萬 | 0.40% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 1,747 | $169.7 萬 | 0.13% | −34−1.9% | 減碼 |
| MWA Asset Management | 1,750 | $170.1 萬 | 1.23% | −55−3.0% | 減碼 |
| Middleton & Co Inc | 1,758 | $170.8 萬 | 0.20% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 1,766 | $171.6 萬 | 0.16% | −30−1.7% | 減碼 |
| Diversified Trust Co | 1,770 | $172.0 萬 | 0.05% | −24−1.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,773 | $172.3 萬 | 0.15% | +1,773 | 新進 |
| Signature Resources Capital Management, LLC | 2,200 | $172.3 萬 | 1.62% | 00.0% | 不變 |
| Allworth Financial LP | 1,781 | $173.0 萬 | 0.01% | +73+4.3% | 加碼 |
| Sigma Planning Corp | 1,785 | $173.5 萬 | 0.05% | +1,147+179.8% | 加碼 |
| Alta Wealth Advisors LLC | 1,792 | $174.1 萬 | 0.88% | −207−10.4% | 減碼 |
| Noesis Capital Mangement Corp | 1,792 | $174.1 萬 | 0.39% | +22+1.2% | 加碼 |
| Coulter & Justus Financial Services, LLC | 1,792 | $174.1 萬 | 0.39% | +1,792 | 新進 |
| Qtron Investments LLC | 1,805 | $175.4 萬 | 0.25% | +159+9.7% | 加碼 |
| Choate Investment Advisors | 1,807 | $175.6 萬 | 0.05% | +7+0.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,824 | $177.2 萬 | 0.19% | −55−2.9% | 減碼 |
| Wealth Alliance | 1,836 | $178.4 萬 | 0.23% | −5−0.3% | 減碼 |
| CAPROCK Group, Inc. | 1,833 | $178.5 萬 | 0.10% | −22−1.2% | 減碼 |
| Glen Eagle Advisors, LLC | 1,843 | $179.0 萬 | 0.34% | +198+12.0% | 加碼 |
| Capital Investment Counsel, Inc | 1,845 | $179.3 萬 | 0.31% | 00.0% | 不變 |
| Ascension Asset Management LLC | 1,861 | $180.8 萬 | 0.97% | +1,861 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 1,868 | $181.5 萬 | 0.47% | +1,868 | 新進 |
| Prelude Capital Management, LLC | 1,872 | $181.9 萬 | 0.12% | −525−21.9% | 減碼 |
| Prudent Man Advisors, LLC | 1,881 | $182.8 萬 | 0.69% | −270−12.6% | 減碼 |
| Chicago Capital, LLC | 1,888 | $183.4 萬 | 0.06% | +6+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 1,889 | $183.5 萬 | 0.05% | +225+13.5% | 加碼 |
| Cookson Peirce & Co Inc | 1,894 | $184.0 萬 | 0.10% | −123−6.1% | 減碼 |
| Gries Financial LLC | 1,896 | $184.2 萬 | 0.31% | +1,896 | 新進 |
| Tocqueville Asset Management L.P. | 1,897 | $184.3 萬 | 0.03% | +16+0.9% | 加碼 |
| HighPoint Advisor Group LLC | 2,058 | $186.0 萬 | 0.13% | −168−7.5% | 減碼 |
| La Banque Postale Asset Management SA | 1,918 | $186.3 萬 | 0.07% | −8,070−80.8% | 減碼 |
| Boston Private Wealth LLC | 1,923 | $186.8 萬 | 0.04% | −92−4.6% | 減碼 |
| IFP Advisors, Inc | 1,931 | $187.5 萬 | 0.08% | −1,763−47.7% | 減碼 |
| HGK Asset Management Inc | 1,932 | $187.7 萬 | 0.37% | −185−8.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 1,942 | $188.7 萬 | 0.06% | +70+3.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,955 | $189.9 萬 | 0.30% | +237+13.8% | 加碼 |
| Fidelis Capital Partners, LLC | 1,957 | $190.1 萬 | 0.29% | +731+59.6% | 加碼 |
| Tradition Wealth Management, LLC | 1,960 | $190.5 萬 | 0.19% | −50−2.5% | 減碼 |
| Quadrant Capital Group LLC | 1,964 | $190.9 萬 | 0.15% | −90−4.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,974 | $191.8 萬 | 0.15% | −60−2.9% | 減碼 |
| Leelyn Smith, LLC | 1,982 | $192.6 萬 | 0.39% | −27−1.3% | 減碼 |
| Paradigm Asset Management Co LLC | 2,000 | $194.3 萬 | 0.49% | 00.0% | 不變 |
| Axq Capital, LP | 2,000 | $194.3 萬 | 0.47% | +900+81.8% | 加碼 |
| NRI Wealth Management LC | 2,006 | $194.9 萬 | 1.65% | +23+1.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 2,013 | $195.6 萬 | 0.05% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 2,024 | $196.6 萬 | 0.20% | +165+8.9% | 加碼 |
| Trust Co of Toledo NA | 2,035 | $197.7 萬 | 0.31% | 00.0% | 不變 |
| First Foundation Advisors | 2,043 | $198.5 萬 | 0.08% | −138−6.3% | 減碼 |
| Weatherly Asset Management L. P. | 2,040 | $198.6 萬 | 0.19% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 2,051 | $199.3 萬 | 0.15% | −12−0.6% | 減碼 |
| Davenport & Co LLC | 2,053 | $199.4 萬 | 0.01% | +94+4.8% | 加碼 |
| Triangle Securities Wealth Management | 2,055 | $199.7 萬 | 0.57% | −77−3.6% | 減碼 |
| Teza Capital Management LLC | 2,063 | $200.4 萬 | 0.27% | +2,063 | 新進 |
| Beaumont Financial Advisors, LLC | 2,064 | $200.5 萬 | 0.17% | −12−0.6% | 減碼 |
| Meiji Yasuda Life Insurance Co | 2,067 | $200.8 萬 | 0.04% | −5,933−74.2% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 2,070 | $201.1 萬 | 0.24% | +2,070 | 新進 |
| Kestra Private Wealth Services, LLC | 2,070 | $201.1 萬 | 0.05% | −31−1.5% | 減碼 |
| Eads & Heald Wealth Management | 2,081 | $202.2 萬 | 0.94% | −81−3.7% | 減碼 |
| Peapack Gladstone Financial Corp | 2,084 | $202.4 萬 | 0.03% | +233+12.6% | 加碼 |
| Kuhn & Co Investment Counsel | 2,088 | $202.9 萬 | 1.91% | 00.0% | 不變 |
| Private Trust Co NA | 2,113 | $205.3 萬 | 0.22% | +11+0.5% | 加碼 |
| Maxi Investments CY Ltd | 2,127 | $206.7 萬 | 0.56% | +2,127 | 新進 |
| Commonwealth Retirement Investments LLC | 2,129 | $206.8 萬 | 0.99% | −65−3.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,137 | $207.6 萬 | 0.33% | −10−0.5% | 減碼 |
| Walleye Trading LLC | 2,151 | $209.0 萬 | 0.03% | −7,912−78.6% | 減碼 |
| Consolidated Portfolio Review Corp | 2,160 | $209.9 萬 | 0.55% | −275−11.3% | 減碼 |
| TriaGen Wealth Management LLC | 2,160 | $209.9 萬 | 0.87% | +2,160 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,168 | $210.6 萬 | 0.34% | +84+4.0% | 加碼 |
| Paragon Advisors, LLC | 2,178 | $211.6 萬 | 0.85% | +570+35.4% | 加碼 |
| E Fund Management Co., Ltd. | 2,184 | $212.2 萬 | 0.13% | −54−2.4% | 減碼 |
| Milestone Asset Management, LLC | 2,185 | $212.3 萬 | 0.61% | +2,185 | 新進 |
| Keudell/Morrison Wealth Management | 2,186 | $212.4 萬 | 0.64% | −6−0.3% | 減碼 |
| STF Management LP | 2,188 | $212.6 萬 | 0.92% | −57−2.5% | 減碼 |