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 |
|---|---|---|---|---|---|
| Dantai Capital Ltd | 1,255 | $121.9 萬 | 1.41% | +1,255 | 新進 |
| International Assets Investment Management, LLC | 1,236 | $121.4 萬 | 0.13% | +830+204.4% | 加碼 |
| Western Financial Corp | 1,248 | $121.3 萬 | 0.74% | +245+24.4% | 加碼 |
| Carr Financial Group Corp | 1,247 | $121.2 萬 | 0.40% | 00.0% | 不變 |
| Davis Selected Advisers | 1,228 | $119.3 萬 | 0.01% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 1,211 | $117.7 萬 | 0.17% | −246−16.9% | 減碼 |
| Joel Isaacson & Co., LLC | 1,208 | $117.4 萬 | 0.06% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 1,207 | $117.3 萬 | 0.42% | +448+59.0% | 加碼 |
| First Hawaiian Bank | 1,205 | $117.1 萬 | 0.04% | −174−12.6% | 減碼 |
| Two Sigma Investments, LP | 1,200 | $116.6 萬 | 0.00% | −23,491−95.1% | 減碼 |
| American State Bank (Iowa) | 1,200 | $116.6 萬 | 0.78% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 1,200 | $116.6 萬 | 0.02% | +1,200 | 新進 |
| Herold Advisors, Inc. | 1,198 | $116.4 萬 | 0.28% | −139−10.4% | 減碼 |
| Oakworth Capital, Inc. | 1,181 | $114.7 萬 | 0.09% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 1,295 | $114.6 萬 | 0.04% | +17+1.3% | 加碼 |
| Grey Street Capital, LLC | 1,167 | $113.7 萬 | 0.15% | +1,167 | 新進 |
| Unigestion Holding SA | 1,165 | $113.2 萬 | 0.06% | +126+12.1% | 加碼 |
| Greenland Capital Management LP | 1,161 | $112.8 萬 | 0.19% | +719+162.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,161 | $112.8 萬 | 0.09% | +18+1.6% | 加碼 |
| Alpha Family Trust | 1,150 | $111.7 萬 | 0.68% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 1,137 | $110.5 萬 | 0.02% | −89−7.3% | 減碼 |
| Values First Advisors, Inc. | 1,134 | $110.1 萬 | 0.65% | +176+18.4% | 加碼 |
| Camden Capital, LLC | 1,134 | $110.1 萬 | 0.10% | −559−33.0% | 減碼 |
| Everett Harris & Co | 1,133 | $110.1 萬 | 0.01% | +1,133 | 新進 |
| Stoneridge Investment Partners LLC | 1,129 | $109.7 萬 | 0.42% | +1,129 | 新進 |
| Burns J W & Co Inc | 1,122 | $109.0 萬 | 0.15% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 1,115 | $108.3 萬 | 0.07% | +21+1.9% | 加碼 |
| Dakota Wealth Management | 1,113 | $108.1 萬 | 0.03% | +646+138.3% | 加碼 |
| Texas Capital Bancshares Inc | 1,113 | $108.1 萬 | 0.49% | −312−21.9% | 減碼 |
| Concord Wealth Partners | 1,110 | $107.8 萬 | 0.19% | +230+26.1% | 加碼 |
| Fulton Bank, N.A. | 1,104 | $107.3 萬 | 0.04% | +149+15.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,090 | $105.9 萬 | 0.11% | −10−0.9% | 減碼 |
| CFO4Life Group, LLC | 1,088 | $105.8 萬 | 0.19% | −202−15.7% | 減碼 |
| Family Firm, Inc. | 1,087 | $105.7 萬 | 0.26% | +3+0.3% | 加碼 |
| GoalVest Advisory LLC | 1,085 | $105.4 萬 | 0.35% | +1,085 | 新進 |
| Veracity Capital LLC | 1,077 | $104.7 萬 | 0.41% | −92−7.9% | 減碼 |
| Spirepoint Private Client, LLC | 1,072 | $104.2 萬 | 0.16% | +1,072 | 新進 |
| Thoroughbred Financial Services, LLC | 1,071 | $104.0 萬 | 0.10% | −739−40.8% | 減碼 |
| USA Financial Portformulas Corp | 1,070 | $104.0 萬 | 0.17% | −2,129−66.6% | 減碼 |
| First Commonwealth Financial Corp | 1,067 | $103.7 萬 | 0.28% | +39+3.8% | 加碼 |
| Vise Technologies, Inc. | 1,059 | $102.9 萬 | 0.20% | −400−27.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 1,055 | $102.7 萬 | 0.13% | −38−3.5% | 減碼 |
| GeoWealth Management, LLC | 1,056 | $102.6 萬 | 0.04% | +559+112.5% | 加碼 |
| Cim Investment Mangement Inc | 1,046 | $101.6 萬 | 0.30% | 00.0% | 不變 |
| Proequities, Inc. | 1,035 | $100.8 萬 | 0.07% | −248−19.3% | 減碼 |
| CNB Bank | 1,028 | $99.9 萬 | 0.49% | −4−0.4% | 減碼 |
| We Are One Seven, LLC | 1,023 | $99.4 萬 | 0.05% | −510−33.3% | 減碼 |
| Private Advisory Group LLC | 1,004 | $97.6 萬 | 0.14% | +1,004 | 新進 |
| Clarius Group, LLC | 1,000 | $97.2 萬 | 0.07% | −196−16.4% | 減碼 |
| Nicolet Bankshares Inc | 1,000 | $97.2 萬 | 0.24% | −24−2.3% | 減碼 |
| Jacobi Capital Management LLC | 992 | $96.4 萬 | 0.09% | +200+25.3% | 加碼 |
| Strategic Blueprint, LLC | 991 | $96.3 萬 | 0.07% | +9+0.9% | 加碼 |
| Verdence Capital Advisors LLC | 989 | $96.1 萬 | 0.09% | −12−1.2% | 減碼 |
| Octahedron Capital Management L.P. | 980 | $95.2 萬 | 1.40% | +980 | 新進 |
| WESPAC Advisors, LLC | 978 | $95.0 萬 | 0.55% | +978 | 新進 |
| GAMMA Investing LLC | 976 | $94.8 萬 | 0.19% | +292+42.7% | 加碼 |
| ASB Consultores, LLC | 976 | $94.8 萬 | 0.25% | +462+89.9% | 加碼 |
| Summit Trail Advisors, LLC | 971 | $94.5 萬 | 0.03% | +147+17.8% | 加碼 |
| Skopos Labs, Inc. | 955 | $93.8 萬 | 0.40% | −20−2.1% | 減碼 |
| Farther Finance Advisors, LLC | 952 | $93.5 萬 | 0.06% | +69+7.8% | 加碼 |
| Centaurus Financial, Inc. | 953 | $92.6 萬 | 0.06% | +390+69.3% | 加碼 |
| Chicago Partners Investment Group LLC | 1,039 | $92.2 萬 | 0.04% | +3+0.3% | 加碼 |
| Alera Investment Advisors, LLC | 947 | $92.0 萬 | 0.12% | −203−17.7% | 減碼 |
| WD Rutherford LLC | 947 | $92.0 萬 | 0.48% | −85−8.2% | 減碼 |
| Bryn Mawr Trust Co | 940 | $91.3 萬 | 0.04% | +940 | 新進 |
| Global Financial Private Client, LLC | 922 | $90.5 萬 | 0.39% | −136−12.9% | 減碼 |
| Wealthspire Advisors, LLC | 930 | $90.4 萬 | 0.01% | −188−16.8% | 減碼 |
| Laraway Financial Inc | 930 | $90.4 萬 | 0.80% | −1−0.1% | 減碼 |
| Systematic Financial Management LP | 930 | $90.4 萬 | 0.03% | 00.0% | 不變 |
| Optimum Investment Advisors | 925 | $89.9 萬 | 0.41% | 00.0% | 不變 |
| Sunpointe, LLC | 915 | $89.1 萬 | 0.99% | +1+0.1% | 加碼 |
| Lindbrook Capital, LLC | 913 | $88.7 萬 | 0.08% | +164+21.9% | 加碼 |
| Wedbush Securities Inc | 913 | $88.7 萬 | 0.03% | −26−2.8% | 減碼 |
| Virtus ETF Advisers LLC | 912 | $88.6 萬 | 0.47% | −63−6.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 910 | $88.4 萬 | 0.05% | +126+16.1% | 加碼 |
| Willner & Heller, LLC | 907 | $88.2 萬 | 0.88% | −84−8.5% | 減碼 |
| Smartleaf Asset Management LLC | 912 | $88.1 萬 | 0.17% | +373+69.2% | 加碼 |
| Meridian Wealth Management, LLC | 907 | $88.1 萬 | 0.15% | +17+1.9% | 加碼 |
| Triumph Capital Management | 894 | $88.0 萬 | 0.36% | +428+91.8% | 加碼 |
| Brown Brothers Harriman & Co | 904 | $87.8 萬 | 0.01% | +47+5.5% | 加碼 |
| Warren Averett Asset Management, LLC | 904 | $87.8 萬 | 0.02% | +350+63.2% | 加碼 |
| BSW Wealth Partners | 902 | $87.6 萬 | 0.15% | +144+19.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 900 | $87.4 萬 | 0.23% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 894 | $87.0 萬 | 0.03% | −202−18.4% | 減碼 |
| Edentree Asset Management Ltd | 895 | $86.9 萬 | 0.28% | −1,205−57.4% | 減碼 |
| Geller Advisors LLC | 887 | $86.4 萬 | 0.07% | −4−0.4% | 減碼 |
| Transcend Wealth Collective, LLC | 888 | $86.3 萬 | 0.07% | −18−2.0% | 減碼 |
| Insigneo Advisory Services, LLC | 884 | $86.1 萬 | 0.10% | +141+19.0% | 加碼 |
| Angeles Investment Advisors, LLC | 882 | $85.8 萬 | 0.05% | −24−2.6% | 減碼 |
| Red Door Wealth Management, LLC | 880 | $85.5 萬 | 0.16% | +1+0.1% | 加碼 |
| Pathway Financial Advisers, LLC | 879 | $85.4 萬 | 0.31% | −43−4.7% | 減碼 |
| Legacy Advisors, LLC | 877 | $85.4 萬 | 0.11% | +386+78.6% | 加碼 |
| Foundations Investment Advisors, LLC | 878 | $85.3 萬 | 0.02% | −549−38.5% | 減碼 |
| Ronald Blue Trust, Inc. | 876 | $85.1 萬 | 0.01% | +68+8.4% | 加碼 |
| Financial Advocates Investment Management | 869 | $84.4 萬 | 0.05% | −95−9.9% | 減碼 |
| Regatta Capital Group, LLC | 869 | $84.4 萬 | 0.19% | −9−1.0% | 減碼 |
| Busey Wealth Management | 869 | $84.4 萬 | 0.03% | +13+1.5% | 加碼 |
| Sonora Investment Management Group, LLC | 863 | $83.9 萬 | 0.07% | −35−3.9% | 減碼 |
| Forte Capital LLC | 860 | $83.6 萬 | 0.10% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 859 | $83.4 萬 | 0.03% | +87+11.3% | 加碼 |