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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 3,820 | $371.1 萬 | 1.22% | +291+8.2% | 加碼 |
| Eagle Asset Management Inc | 3,754 | $368.6 萬 | 0.02% | −183−4.6% | 減碼 |
| Matisse Capital | 3,792 | $368.4 萬 | 1.77% | −63−1.6% | 減碼 |
| Cloverfields Capital Group, LP | 3,775 | $366.8 萬 | 1.24% | +39+1.0% | 加碼 |
| Geneos Wealth Management Inc. | 3,750 | $364.3 萬 | 0.17% | +3,688+5,948.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,670 | $360.3 萬 | 0.01% | −290−7.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,698 | $359.3 萬 | 0.13% | +909+32.6% | 加碼 |
| Advisors Asset Management, Inc. | 3,683 | $357.8 萬 | 0.07% | +449+13.9% | 加碼 |
| Central Trust Co | 3,636 | $353.3 萬 | 0.09% | −96−2.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,625 | $352.2 萬 | 0.03% | +532+17.2% | 加碼 |
| Advisors Capital Management, LLC | 3,610 | $350.8 萬 | 0.06% | −1,910−34.6% | 減碼 |
| Proficio Capital Partners LLC | 3,602 | $349.7 萬 | 0.38% | +9+0.3% | 加碼 |
| TrimTabs Asset Management, LLC | 3,580 | $347.8 萬 | 0.87% | +3,580 | 新進 |
| Veriti Management LLC | 3,559 | $345.8 萬 | 0.26% | +395+12.5% | 加碼 |
| Norden Group LLC | 3,554 | $345.3 萬 | 0.70% | +2,921+461.5% | 加碼 |
| Primoris Wealth Advisors, LLC | 3,537 | $343.7 萬 | 2.76% | 00.0% | 不變 |
| Tower Bridge Advisors | 3,518 | $341.8 萬 | 0.35% | −105−2.9% | 減碼 |
| Empower Advisory Group, LLC | 3,514 | $341.4 萬 | 0.01% | −74−2.1% | 減碼 |
| V-Square Quantitative Management LLC | 3,513 | $341.3 萬 | 0.57% | +543+18.3% | 加碼 |
| Hollencrest Capital Management | 3,504 | $340.5 萬 | 0.16% | +2,275+185.1% | 加碼 |
| Westhampton Capital, LLC | 3,492 | $339.3 萬 | 1.85% | +3+0.1% | 加碼 |
| JB Capital LLC | 3,486 | $338.9 萬 | 0.23% | −13−0.4% | 減碼 |
| Navellier & Associates Inc | 3,460 | $336.2 萬 | 0.41% | 00.0% | 不變 |
| Synovus Financial Corp | 3,437 | $334.0 萬 | 0.04% | +6+0.2% | 加碼 |
| Concentric Capital Strategies, LP | 3,436 | $333.8 萬 | 0.21% | +3,436 | 新進 |
| Atlas Capital Advisors LLC | 3,422 | $332.5 萬 | 0.52% | −258−7.0% | 減碼 |
| Bard Financial Services, Inc. | 3,375 | $327.9 萬 | 0.35% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 3,322 | $322.7 萬 | 0.22% | +314+10.4% | 加碼 |
| Savant Capital, LLC | 3,300 | $320.6 萬 | 0.04% | +1,330+67.5% | 加碼 |
| Marshall Financial Group LLC | 3,262 | $317.0 萬 | 0.91% | +6+0.2% | 加碼 |
| Signaturefd, LLC | 3,262 | $316.9 萬 | 0.07% | +811+33.1% | 加碼 |
| Green Alpha Advisors, LLC | 3,238 | $314.6 萬 | 2.28% | −91−2.7% | 減碼 |
| Perennial Advisors, LLC | 3,229 | $313.7 萬 | 0.73% | 00.0% | 不變 |
| E&G Advisors, LP | 3,211 | $312.0 萬 | 0.98% | 00.0% | 不變 |
| PFG Advisors | 3,207 | $311.6 萬 | 0.23% | −296−8.4% | 減碼 |
| Greenleaf Trust | 3,202 | $311.1 萬 | 0.03% | −261−7.5% | 減碼 |
| ClariVest Asset Management LLC | 3,201 | $311.0 萬 | 0.32% | −10,207−76.1% | 減碼 |
| Exchange Capital Management, Inc. | 3,199 | $310.8 萬 | 0.51% | −13−0.4% | 減碼 |
| Heritage Trust Co | 3,182 | $309.2 萬 | 0.41% | −122−3.7% | 減碼 |
| CX Institutional | 3,170 | $308.0 萬 | 0.15% | −145−4.4% | 減碼 |
| Balentine LLC | 3,164 | $307.4 萬 | 0.09% | +472+17.5% | 加碼 |
| Martin Capital Advisors, LLP | 3,160 | $307.0 萬 | 2.41% | −27−0.8% | 減碼 |
| Jackson Square Capital, LLC | 3,149 | $305.9 萬 | 0.79% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 3,146 | $305.7 萬 | 0.10% | −38−1.2% | 減碼 |
| Kingfisher Capital LLC | 3,135 | $304.6 萬 | 0.73% | +49+1.6% | 加碼 |
| Davidson Capital Management Inc. | 3,122 | $303.3 萬 | 0.98% | −250−7.4% | 減碼 |
| Scott & Selber, Inc. | 3,104 | $301.6 萬 | 1.03% | +11+0.4% | 加碼 |
| Financial Advisory Service, Inc. | 3,096 | $300.8 萬 | 0.27% | +100+3.3% | 加碼 |
| Apollon Wealth Management, LLC | 3,090 | $300.2 萬 | 0.09% | +410+15.3% | 加碼 |
| Marshall Wace, LLP | 3,057 | $297.0 萬 | 0.00% | +3,057 | 新進 |
| Symmetry Partners, LLC | 3,052 | $296.5 萬 | 0.23% | 00.0% | 不變 |
| MV Capital Management, Inc. | 3,021 | $293.5 萬 | 0.34% | −855−22.1% | 減碼 |
| Joseph Group Capital Management | 3,019 | $293.3 萬 | 1.47% | +35+1.2% | 加碼 |
| SevenBridge Financial Group, LLC | 3,226 | $293.1 萬 | 0.66% | −232−6.7% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,016 | $293.0 萬 | 1.22% | −25−0.8% | 減碼 |
| TD Waterhouse Canada Inc. | 2,999 | $291.5 萬 | 0.02% | −149−4.7% | 減碼 |
| Oak Associates, Ltd | 2,970 | $288.6 萬 | 0.20% | −530−15.1% | 減碼 |
| Bleakley Financial Group, LLC | 2,967 | $288.3 萬 | 0.08% | +118+4.1% | 加碼 |
| Arvest Investments, Inc. | 2,964 | $288.0 萬 | 0.46% | −15−0.5% | 減碼 |
| Capital Advisors Inc | 2,961 | $287.7 萬 | 0.06% | +13+0.4% | 加碼 |
| Simplicity Wealth,LLC | 2,957 | $287.3 萬 | 0.07% | +2,957 | 新進 |
| SOA Wealth Advisors, LLC. | 2,940 | $285.7 萬 | 0.59% | −102−3.4% | 減碼 |
| Benchmark Investment Advisors LLC | 2,939 | $285.5 萬 | 2.25% | +159+5.7% | 加碼 |
| Peak Financial Advisors LLC | 2,938 | $285.4 萬 | 1.74% | −331−10.1% | 減碼 |
| Ostrum Asset Management | 2,930 | $284.7 萬 | 0.22% | −265−8.3% | 減碼 |
| BNP Paribas | 2,928 | $284.5 萬 | 0.13% | +2,928 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,927 | $284.4 萬 | 0.03% | +470+19.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,920 | $284.3 萬 | 0.16% | +586+25.1% | 加碼 |
| Whitford Management LLC | 2,921 | $283.8 萬 | 1.60% | −5,405−64.9% | 減碼 |
| Taika Capital, LP | 2,892 | $281.0 萬 | 1.46% | −140−4.6% | 減碼 |
| Cypress Capital Group | 2,867 | $278.5 萬 | 0.33% | +127+4.6% | 加碼 |
| Regions Financial Corp | 2,861 | $278.0 萬 | 0.02% | −2−0.1% | 減碼 |
| Public Sector Pension Investment Board | 2,831 | $275.1 萬 | 0.02% | −110−3.7% | 減碼 |
| Wetherby Asset Management Inc | 2,828 | $274.8 萬 | 0.13% | −5−0.2% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $270.4 萬 | 0.85% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 2,772 | $269.3 萬 | 0.29% | −7−0.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,750 | $267.2 萬 | 0.31% | 00.0% | 不變 |
| BancorpSouth Bank | 2,749 | $267.1 萬 | 0.19% | +18+0.7% | 加碼 |
| Scotia Capital Inc. | 2,746 | $266.8 萬 | 0.02% | +1,281+87.4% | 加碼 |
| Calamos Wealth Management LLC | 2,730 | $265.2 萬 | 0.15% | −9−0.3% | 減碼 |
| Resources Management Corp | 2,721 | $264.4 萬 | 0.39% | −245−8.3% | 減碼 |
| Cutter & CO Brokerage, Inc. | 2,716 | $263.9 萬 | 0.65% | −31−1.1% | 減碼 |
| Platinum Investment Management Ltd | 2,705 | $262.8 萬 | 0.11% | −10,091−78.9% | 減碼 |
| Red Cedar Investment Management, LLC | 2,659 | $258.3 萬 | 0.32% | +1,844+226.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,640 | $256.5 萬 | 0.11% | +329+14.2% | 加碼 |
| Wahed Invest LLC | 2,615 | $254.1 萬 | 0.58% | +388+17.4% | 加碼 |
| Alpine Woods Capital Investors, LLC | 2,832 | $253.3 萬 | 0.50% | −133−4.5% | 減碼 |
| InterOcean Capital Group, LLC | 2,579 | $250.5 萬 | 0.06% | −45−1.7% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 2,577 | $250.4 萬 | 0.87% | +10.0% | 加碼 |
| Accent Capital Management, LLC | 2,565 | $249.7 萬 | 2.16% | +182+7.6% | 加碼 |
| Trust Co of Oklahoma | 2,567 | $249.4 萬 | 0.89% | 00.0% | 不變 |
| Worth Asset Management, LLC | 2,567 | $249.4 萬 | 1.53% | +2,567 | 新進 |
| PFG Investments, LLC | 2,553 | $248.0 萬 | 0.15% | +2,225+678.4% | 加碼 |
| Horizon Investments, LLC | 2,549 | $247.7 萬 | 0.06% | +131+5.4% | 加碼 |
| IHT Wealth Management, LLC | 2,544 | $247.2 萬 | 0.10% | −186−6.8% | 減碼 |
| Johnson Financial Group, Inc. | 2,503 | $243.6 萬 | 0.13% | −112−4.3% | 減碼 |
| Needham Investment Management LLC | 2,500 | $242.9 萬 | 0.23% | 00.0% | 不變 |
| Alternative Investment Advisors, LLC. | 2,470 | $242.5 萬 | 1.46% | −383−13.4% | 減碼 |
| Gradient Capital Advisors, LLC | 2,471 | $240.0 萬 | 0.88% | −167−6.3% | 減碼 |
| Fiera Capital Corp | 2,467 | $239.7 萬 | 0.01% | +76+3.2% | 加碼 |