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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 1,766 | $171.6 萬 | 0.16% | −30−1.7% | 減碼 |
| Middleton & Co Inc | 1,758 | $170.8 萬 | 0.20% | 00.0% | 不變 |
| MWA Asset Management | 1,750 | $170.1 萬 | 1.23% | −55−3.0% | 減碼 |
| Checchi Capital Advisers, LLC | 1,747 | $169.7 萬 | 0.13% | −34−1.9% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $169.3 萬 | 0.40% | 00.0% | 不變 |
| Mutual Advisors, LLC | 1,730 | $168.1 萬 | 0.05% | +395+29.6% | 加碼 |
| Versor Investments LP | 1,723 | $167.4 萬 | 0.34% | +1,723 | 新進 |
| NWK Group, Inc. | 1,713 | $166.4 萬 | 0.78% | −8−0.5% | 減碼 |
| NVWM, LLC | 1,707 | $166.2 萬 | 0.46% | +55+3.3% | 加碼 |
| Leavell Investment Management, Inc. | 1,700 | $165.5 萬 | 0.10% | −1−0.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,700 | $165.2 萬 | 0.06% | +6+0.4% | 加碼 |
| Delphi Management Inc | 1,696 | $164.8 萬 | 1.28% | −289−14.6% | 減碼 |
| Lake Street Financial LLC | 1,687 | $163.9 萬 | 0.23% | −11−0.6% | 減碼 |
| Donoghue Forlines LLC | 1,686 | $163.8 萬 | 0.47% | −176−9.5% | 減碼 |
| Principal Securities, Inc. | 1,685 | $163.7 萬 | 0.05% | +264+18.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 1,666 | $161.9 萬 | 0.41% | +386+30.2% | 加碼 |
| Lake Street Advisors Group, LLC | 1,662 | $161.8 萬 | 0.08% | +13+0.8% | 加碼 |
| FCG Investment Co | 1,661 | $161.4 萬 | 1.29% | −98−5.6% | 減碼 |
| Cipher Capital LP | 1,659 | $161.2 萬 | 0.75% | +1,659 | 新進 |
| Venturi Wealth Management, LLC | 1,651 | $160.4 萬 | 0.10% | −385−18.9% | 減碼 |
| Phoenix Holdings Ltd. | 1,651 | $160.1 萬 | 0.02% | +805+95.2% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,643 | $159.6 萬 | 1.66% | −67−3.9% | 減碼 |
| McDaniel Terry & Co | 1,642 | $159.5 萬 | 0.14% | −63−3.7% | 減碼 |
| Apriem Advisors | 1,635 | $158.8 萬 | 0.20% | −65−3.8% | 減碼 |
| Harfst & Associates, Inc. | 1,628 | $158.2 萬 | 0.38% | +1,628 | 新進 |
| Lincoln National Corp | 1,617 | $157.1 萬 | 0.02% | +118+7.9% | 加碼 |
| Montag A & Associates Inc | 1,613 | $157.1 萬 | 0.08% | +167+11.5% | 加碼 |
| Brighton Jones LLC | 1,616 | $157.0 萬 | 0.06% | +118+7.9% | 加碼 |
| Capstone Investment Advisors, LLC | 1,613 | $156.7 萬 | 0.03% | +1,613 | 新進 |
| Advisory Research Inc | 1,611 | $156.5 萬 | 0.31% | −2,153−57.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,610 | $156.4 萬 | 0.17% | +1,610 | 新進 |
| Genus Capital Management Inc. | 1,609 | $156.3 萬 | 0.20% | +1,609 | 新進 |
| Headlands Technologies LLC | 1,604 | $155.8 萬 | 0.37% | −50−3.0% | 減碼 |
| Icon Wealth Advisors, LLC | 1,601 | $155.5 萬 | 0.14% | +389+32.1% | 加碼 |
| Goodman Advisory Group, LLC | 1,600 | $155.5 萬 | 0.49% | −96−5.7% | 減碼 |
| Belpointe Asset Management LLC | 1,597 | $155.2 萬 | 0.12% | +33+2.1% | 加碼 |
| Syon Capital LLC | 1,589 | $154.4 萬 | 0.15% | −33−2.0% | 減碼 |
| Salomon & Ludwin, LLC | 1,587 | $154.2 萬 | 0.13% | 00.0% | 不變 |
| Trust Asset Management LLC | 1,558 | $151.4 萬 | 0.13% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 1,552 | $150.8 萬 | 0.47% | −5,430−77.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,551 | $150.7 萬 | 0.02% | −700−31.1% | 減碼 |
| KCM Investment Advisors LLC | 1,545 | $150.1 萬 | 0.06% | +1+0.1% | 加碼 |
| Capital Investment Advisors, LLC | 1,536 | $149.3 萬 | 0.03% | +411+36.5% | 加碼 |
| Perpetual Ltd | 1,530 | $148.7 萬 | 0.01% | −159−9.4% | 減碼 |
| Clearstead Advisors, LLC | 1,642 | $148.4 萬 | 0.07% | +35+2.2% | 加碼 |
| Knowledge Leaders Capital, LLC | 1,526 | $148.3 萬 | 2.60% | −25−1.6% | 減碼 |
| Legacy Capital Group California, Inc. | 1,521 | $147.8 萬 | 0.55% | −436−22.3% | 減碼 |
| Geneva Partners, LLC | 1,519 | $147.6 萬 | 0.65% | +319+26.6% | 加碼 |
| Lifeworks Advisors, LLC | 1,515 | $147.2 萬 | 0.41% | +175+13.1% | 加碼 |
| Graham Capital Management, L.P. | 1,515 | $147.2 萬 | 0.04% | +401+36.0% | 加碼 |
| Mainstay Capital Management LLC | 1,512 | $146.9 萬 | 0.28% | −208−12.1% | 減碼 |
| Smithfield Trust Co | 1,510 | $146.8 萬 | 0.08% | +19+1.3% | 加碼 |
| JT Stratford LLC | 1,507 | $146.4 萬 | 0.29% | −82−5.2% | 減碼 |
| Encompass Wealth Advisors, LLC | 1,507 | $146.4 萬 | 0.39% | −90−5.6% | 減碼 |
| Marietta Investment Partners LLC | 1,503 | $146.0 萬 | 0.32% | −60−3.8% | 減碼 |
| Cohen Klingenstein LLC | 1,500 | $145.7 萬 | 0.05% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,499 | $145.6 萬 | 0.03% | +514+52.2% | 加碼 |
| Community Bank, N.A. | 1,499 | $145.6 萬 | 0.19% | −73−4.6% | 減碼 |
| WSFS Capital Management, LLC | 1,488 | $144.6 萬 | 0.08% | −95−6.0% | 減碼 |
| Central Pacific Bank - Trust Division | 1,466 | $143.9 萬 | 0.18% | +1,466 | 新進 |
| Sunbelt Securities, Inc. | 1,475 | $143.3 萬 | 0.16% | −297−16.8% | 減碼 |
| Old National Bancorp | 1,467 | $142.5 萬 | 0.03% | −177−10.8% | 減碼 |
| Schechter Investment Advisors, LLC | 1,460 | $141.8 萬 | 0.11% | −153−9.5% | 減碼 |
| Change Path, LLC | 1,454 | $141.2 萬 | 0.06% | +61+4.4% | 加碼 |
| Independent Financial Group, LLC | 1,447 | $140.6 萬 | 0.06% | +182+14.4% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,439 | $139.8 萬 | 0.50% | 00.0% | 不變 |
| KRS Capital Management, LLC | 1,438 | $139.7 萬 | 1.13% | +40+2.9% | 加碼 |
| Clear Creek Financial Management, LLC | 1,426 | $138.6 萬 | 0.18% | +1+0.1% | 加碼 |
| Edgestream Partners, L.P. | 1,426 | $138.5 萬 | 0.07% | +137+10.6% | 加碼 |
| Signature Wealth Management Group | 1,590 | $138.4 萬 | 0.63% | −23−1.4% | 減碼 |
| Roberts Capital Advisors, LLC | 1,423 | $138.3 萬 | 1.33% | +1,423 | 新進 |
| Darwin Advisors, LLC | 1,419 | $137.9 萬 | 0.38% | +1,419 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 1,416 | $137.6 萬 | 0.34% | −83−5.5% | 減碼 |
| Walleye Capital LLC | 1,412 | $137.2 萬 | 0.01% | −93,167−98.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,410 | $137.0 萬 | 0.14% | +38+2.8% | 加碼 |
| Johnson Investment Counsel Inc | 1,400 | $136.1 萬 | 0.01% | −106−7.0% | 減碼 |
| Albert D Mason Inc | 1,400 | $136.0 萬 | 0.84% | +15+1.1% | 加碼 |
| Cigna Investments Inc | 1,398 | $135.8 萬 | 0.26% | −4−0.3% | 減碼 |
| Wright Investors Service Inc | 1,392 | $135.2 萬 | 0.34% | +1,392 | 新進 |
| Wedmont Private Capital | 1,386 | $134.9 萬 | 0.10% | +53+4.0% | 加碼 |
| Mather Group, LLC. | 1,719 | $134.6 萬 | 0.02% | +6+0.4% | 加碼 |
| RAM Investment Partners, LLC | 1,384 | $134.5 萬 | 0.42% | +36+2.7% | 加碼 |
| Parallel Advisors, LLC | 1,357 | $131.9 萬 | 0.04% | +87+6.9% | 加碼 |
| Centennial Bank | 1,350 | $131.2 萬 | 0.67% | −2−0.1% | 減碼 |
| GraniteShares Advisors LLC | 1,349 | $131.1 萬 | 0.69% | −108−7.4% | 減碼 |
| Abundance Wealth Counselors | 1,324 | $128.6 萬 | 0.30% | −1−0.1% | 減碼 |
| MBM Wealth Consultants, LLC | 1,307 | $127.2 萬 | 0.45% | −80−5.8% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 1,305 | $126.8 萬 | 0.14% | +26+2.0% | 加碼 |
| Seeds Investor LLC | 1,305 | $126.8 萬 | 1.17% | +44+3.5% | 加碼 |
| Burr Financial Services, LLC | 1,381 | $126.3 萬 | 0.99% | +20+1.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,300 | $126.3 萬 | 0.35% | −19−1.4% | 減碼 |
| World Equity Group, Inc. | 1,290 | $125.3 萬 | 0.26% | −24−1.8% | 減碼 |
| Phraction Management LLC | 1,288 | $125.1 萬 | 0.49% | −44−3.3% | 減碼 |
| Avantax Planning Partners, Inc. | 1,281 | $124.5 萬 | 0.04% | +171+15.4% | 加碼 |
| Crestwood Advisors Group LLC | 1,278 | $124.2 萬 | 0.03% | +60+4.9% | 加碼 |
| NorthRock Partners, LLC | 1,361 | $124.0 萬 | 0.05% | +181+15.3% | 加碼 |
| Integrated Advisors Network LLC | 1,273 | $123.7 萬 | 0.06% | −4,416−77.6% | 減碼 |
| Rehmann Capital Advisory Group | 1,270 | $123.5 萬 | 0.09% | −45−3.4% | 減碼 |
| Core Alternative Capital | 1,263 | $122.7 萬 | 0.22% | −65−4.9% | 減碼 |
| Little House Capital LLC | 1,262 | $122.6 萬 | 0.41% | +94+8.0% | 加碼 |