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。
2026 年第 1 季 13F 持有人
Lam Research Corp 在 2026/3/31 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
- 2,652
- 較 2025 年第 4 季 +297 家
- 持有股數
- 10.4 億
- 較 2025 年第 4 季 +1.17 億 (+12.6%)
- 總市值
- $2,213 億
- 較 2025 年第 4 季 +$637.8 億 (+40.5%)
- 新進機構
- 402
- 另有 901 家加碼
- 清倉機構
- 105
- 另有 1,081 家減碼
另有 41 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Maridea Wealth Management LLC | 3,283 | $70.2 萬 | 0.10% | −976−22.9% | 減碼 |
| Menard Financial Group LLC | 3,290 | $70.3 萬 | 0.49% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 3,300 | $70.5 萬 | 0.15% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 3,301 | $70.6 萬 | 0.00% | +3,301 | 新進 |
| Leo Wealth, LLC | 3,306 | $70.6 萬 | 0.05% | −76−2.2% | 減碼 |
| Private Wealth Partners, LLC | 3,310 | $70.7 萬 | 0.05% | +1,490+81.9% | 加碼 |
| Regent Peak Wealth Advisors LLC | 3,325 | $71.0 萬 | 0.14% | +31+0.9% | 加碼 |
| Plancorp, LLC | 2,702 | $71.2 萬 | 0.02% | +184+7.3% | 加碼 |
| Rockland Trust Co | 3,349 | $71.6 萬 | 0.03% | −51−1.5% | 減碼 |
| Atala Financial Inc | 3,234 | $72.0 萬 | 0.48% | +57+1.8% | 加碼 |
| Affinity Wealth Management LLC | 3,370 | $72.0 萬 | 0.11% | 00.0% | 不變 |
| Fairvoy Private Wealth, LLC | 3,372 | $72.0 萬 | 0.17% | −853−20.2% | 減碼 |
| Ramirez Asset Management, Inc. | 3,380 | $72.2 萬 | 0.09% | −700−17.2% | 減碼 |
| Axq Capital, LP | 3,380 | $72.2 萬 | 0.09% | +3,380 | 新進 |
| SNS Financial Group, LLC | 3,379 | $72.3 萬 | 0.06% | +10+0.3% | 加碼 |
| Opal Capital LLC | 3,392 | $72.5 萬 | 0.13% | +425+14.3% | 加碼 |
| Franklin Street Advisors Inc | 3,395 | $72.5 萬 | 0.04% | −335−9.0% | 減碼 |
| Waterfront Wealth Inc. | 3,396 | $72.6 萬 | 0.13% | +1,500+79.1% | 加碼 |
| Renaissance Technologies LLC | 3,406 | $72.8 萬 | 0.00% | −459,360−99.3% | 減碼 |
| Kentucky Retirement Systems | 13,407 | $73.0 萬 | 0.05% | −66,874−83.3% | 減碼 |
| Canvas Wealth Advisors, LLC | 3,415 | $73.1 萬 | 0.12% | +874+34.4% | 加碼 |
| Bradley Foster & Sargent Inc | 3,423 | $73.1 萬 | 0.01% | +123+3.7% | 加碼 |
| Horizon Family Wealth, Inc. | 3,426 | $73.2 萬 | 0.39% | −1,336−28.1% | 減碼 |
| CFM Wealth Partners LLC | 3,426 | $73.2 萬 | 0.11% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,437 | $73.4 萬 | 0.23% | +132+4.0% | 加碼 |
| Quantum Financial Advisors, LLC | 3,442 | $73.5 萬 | 0.08% | +571+19.9% | 加碼 |
| Alhambra Investment Partners LLC | 3,447 | $73.6 萬 | 0.34% | −612−15.1% | 減碼 |
| Financial Advisors Network, Inc. | 3,455 | $73.8 萬 | 0.10% | −30,734−89.9% | 減碼 |
| Blue Water Asset Management | 3,459 | $73.9 萬 | 0.26% | 00.0% | 不變 |
| LeClair Wealth Partners LLC | 3,459 | $73.9 萬 | 0.26% | +3,459 | 新進 |
| Powell Investment Advisors, LLC | 3,460 | $74.0 萬 | 0.26% | 00.0% | 不變 |
| Everpar Advisors LLC | 3,485 | $74.5 萬 | 0.26% | +297+9.3% | 加碼 |
| Magnetar Financial LLC | 3,735 | $74.7 萬 | 0.01% | +160+4.5% | 加碼 |
| Silverleafe Capital Partners, LLC | 3,501 | $74.8 萬 | 0.23% | +3,501 | 新進 |
| James Investment Research Inc | 3,504 | $74.9 萬 | 0.08% | −985−21.9% | 減碼 |
| Wall Street Financial Group, Inc. | 3,507 | $74.9 萬 | 0.44% | −433−11.0% | 減碼 |
| Gallacher Capital Management LLC | 3,513 | $75.1 萬 | 0.29% | +1,700+93.8% | 加碼 |
| GWN Securities Inc. | 3,513 | $75.1 萬 | 0.14% | +664+23.3% | 加碼 |
| Sittner & Nelson, LLC | 3,515 | $75.1 萬 | 0.27% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 3,524 | $75.3 萬 | 0.08% | −186−5.0% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,530 | $75.4 萬 | 0.56% | −30−0.8% | 減碼 |
| Sax Wealth Advisors, LLC | 4,407 | $75.4 萬 | 0.04% | −29−0.7% | 減碼 |
| Evermay Wealth Management LLC | 3,541 | $75.7 萬 | 0.08% | −33−0.9% | 減碼 |
| Advus Financial Partners, LLC | 3,544 | $75.7 萬 | 0.19% | +317+9.8% | 加碼 |
| CLG LLC | 3,547 | $75.8 萬 | 0.19% | 00.0% | 不變 |
| Absolute Capital Management, LLC | 3,552 | $75.9 萬 | 0.25% | +1,888+113.5% | 加碼 |
| Darden Wealth Group Inc | 3,565 | $76.2 萬 | 0.39% | +95+2.7% | 加碼 |
| Kendall Capital Management | 3,565 | $76.2 萬 | 0.16% | −80−2.2% | 減碼 |
| Paladin Wealth, LLC | 3,573 | $76.3 萬 | 0.53% | −704−16.5% | 減碼 |
| Onefund, LLC | 3,452 | $76.5 萬 | 0.49% | −254−6.9% | 減碼 |
| New Republic Capital, LLC | 3,582 | $76.6 萬 | 0.26% | −3,425−48.9% | 減碼 |
| Dedeker Financial LLC | 3,589 | $76.7 萬 | 0.67% | +3,589 | 新進 |
| United Asset Strategies, Inc. | 3,596 | $76.8 萬 | 0.06% | +3,596 | 新進 |
| Advisor OS, LLC | 3,598 | $76.9 萬 | 0.06% | −262−6.8% | 減碼 |
| Vivaldi Capital Management, LLC | 3,599 | $76.9 萬 | 0.11% | +27+0.8% | 加碼 |
| Unique Wealth Strategies, LLC | 3,603 | $77.0 萬 | 0.32% | −803−18.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,605 | $77.0 萬 | 0.05% | −260−6.7% | 減碼 |
| Wesbanco Bank Inc | 3,633 | $77.6 萬 | 0.02% | +11+0.3% | 加碼 |
| Tactive Advisors, LLC | 3,641 | $77.8 萬 | 0.22% | +444+13.9% | 加碼 |
| Prasad Wealth Partners, LLC | 3,641 | $77.8 萬 | 0.21% | +5+0.1% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,773 | $78.0 萬 | 0.10% | −2,736−42.0% | 減碼 |
| Roberts Glore & Co Inc | 3,679 | $78.6 萬 | 0.22% | −600−14.0% | 減碼 |
| nVerses Capital, LLC | 3,693 | $78.9 萬 | 0.72% | +1,737+88.8% | 加碼 |
| Client 1st Advisory Group, LLC | 3,700 | $79.1 萬 | 0.24% | −490−11.7% | 減碼 |
| Intellectus Partners, LLC | 3,703 | $79.2 萬 | 0.16% | +1,628+78.5% | 加碼 |
| Great Diamond Partners, LLC | 3,733 | $79.8 萬 | 0.15% | −150−3.9% | 減碼 |
| First National Bank of Omaha | 3,900 | $79.9 萬 | 0.02% | +1,400+56.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 3,751 | $80.1 萬 | 0.04% | −350−8.5% | 減碼 |
| Neo Ivy Capital Management | 3,760 | $80.3 萬 | 0.21% | +2,297+157.0% | 加碼 |
| J.Safra Asset Management Corp | 3,760 | $80.3 萬 | 0.04% | +3,435+1,056.9% | 加碼 |
| Stone Wealth Partners | 3,771 | $80.7 萬 | 0.72% | +250+7.1% | 加碼 |
| Nwam LLC | 3,789 | $81.0 萬 | 0.05% | −478−11.2% | 減碼 |
| MONECO Advisors, LLC | 3,792 | $81.0 萬 | 0.06% | +246+6.9% | 加碼 |
| Rydar Equities, Inc. | 3,796 | $81.1 萬 | 0.63% | +19+0.5% | 加碼 |
| Gateway Wealth Partners, LLC | 3,799 | $81.2 萬 | 0.03% | +3,799 | 新進 |
| Persium Advisors, LLC | 3,806 | $81.3 萬 | 0.64% | −2,760−42.0% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 3,810 | $81.4 萬 | 0.14% | +3,810 | 新進 |
| Advyzon Investment Management, LLC | 3,811 | $81.4 萬 | 0.07% | −8,325−68.6% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,814 | $81.5 萬 | 0.04% | +3,814 | 新進 |
| Sendero Wealth Management, LLC | 3,815 | $81.5 萬 | 0.09% | −259−6.4% | 減碼 |
| Brio Consultants, LLC | 2,965 | $81.8 萬 | 0.10% | −5−0.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 3,836 | $82.0 萬 | 0.06% | +1,773+85.9% | 加碼 |
| WealthBridge Capital Management, LLC | 3,844 | $82.1 萬 | 0.19% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 3,851 | $82.3 萬 | 0.09% | +83+2.2% | 加碼 |
| Zhang Financial LLC | 3,853 | $82.3 萬 | 0.03% | +274+7.7% | 加碼 |
| Falcon Wealth Planning | 3,858 | $82.4 萬 | 0.06% | −6−0.2% | 減碼 |
| Gen-Wealth Partners Inc | 3,867 | $82.6 萬 | 0.26% | +733+23.4% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,863 | $82.6 萬 | 0.06% | +564+17.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,866 | $82.7 萬 | 0.13% | +87+2.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 3,874 | $82.8 萬 | 0.06% | +116+3.1% | 加碼 |
| Fundamentun, LLC | 3,890 | $83.1 萬 | 0.03% | +1,064+37.7% | 加碼 |
| Michael S. Ryan, Inc. | 3,891 | $83.1 萬 | 0.48% | 00.0% | 不變 |
| Ewa, LLC | 3,896 | $83.3 萬 | 0.19% | +489+14.4% | 加碼 |
| Prakash Investment Advisors LLC | 3,900 | $83.3 萬 | 0.71% | −1,400−26.4% | 減碼 |
| Aviso Financial Inc. | 3,904 | $83.4 萬 | 0.03% | +676+20.9% | 加碼 |
| Mascoma Wealth Management LLC | 3,909 | $83.5 萬 | 0.17% | −295−7.0% | 減碼 |
| Lodestone Wealth Management LLC | 3,911 | $83.6 萬 | 0.33% | −111−2.8% | 減碼 |
| BankChampaign, National Association | 3,912 | $83.6 萬 | 0.83% | +640+19.6% | 加碼 |
| Income Insurance Ltd | 3,916 | $83.7 萬 | 0.57% | 00.0% | 不變 |
| Excelsior Advisor Network LLC | 3,916 | $83.7 萬 | 0.32% | +113+3.0% | 加碼 |