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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 3,930 | $84.0 萬 | 0.09% | +938+31.4% | 加碼 |
| SOA Wealth Advisors, LLC. | 3,932 | $84.0 萬 | 0.16% | −438−10.0% | 減碼 |
| DRW Securities, LLC | 3,945 | $84.3 萬 | 0.05% | −390−9.0% | 減碼 |
| Shepherd Financial Partners LLC | 3,996 | $85.4 萬 | 0.08% | −70−1.7% | 減碼 |
| Walker Asset Management, LLC | 3,997 | $85.4 萬 | 0.46% | +5+0.1% | 加碼 |
| Core Wealth Partners LLC | 4,000 | $85.5 萬 | 0.40% | 00.0% | 不變 |
| King Wealth | 4,000 | $85.5 萬 | 0.11% | 00.0% | 不變 |
| Chelsea Counsel Co | 4,000 | $85.6 萬 | 0.38% | 00.0% | 不變 |
| Cromwell Holdings LLC | 4,020 | $86.0 萬 | 0.48% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 4,025 | $86.0 萬 | 0.16% | −1,200−23.0% | 減碼 |
| Natural Investments, LLC | 4,033 | $86.1 萬 | 0.21% | +97+2.5% | 加碼 |
| JGP Wealth Management, LLC | 4,030 | $86.1 萬 | 0.09% | −48−1.2% | 減碼 |
| Fortress Private Ledger, LLC | 4,030 | $86.1 萬 | 0.27% | +4+0.1% | 加碼 |
| Cornerstone Management, Inc. | 4,031 | $86.1 萬 | 0.14% | 00.0% | 不變 |
| Kaizen Financial Strategies | 3,302 | $86.2 萬 | 0.36% | −1,288−28.1% | 減碼 |
| Oasis Advisors, LLC | 4,035 | $86.3 萬 | 0.17% | +4,035 | 新進 |
| Hexagon Capital Partners LLC | 4,039 | $86.3 萬 | 0.13% | +4,039 | 新進 |
| Wealthquest Corp | 4,041 | $86.3 萬 | 0.06% | +205+5.3% | 加碼 |
| Syntegra Private Wealth Group, LLC | 4,057 | $86.7 萬 | 0.08% | −100−2.4% | 減碼 |
| AXS Investments LLC | 4,065 | $86.9 萬 | 0.35% | +3,743+1,162.4% | 加碼 |
| Thrive Wealth Management, LLC | 4,070 | $87.0 萬 | 0.13% | +607+17.5% | 加碼 |
| Zions Bancorporation, National Association | 4,081 | $87.2 萬 | 0.06% | −3,037−42.7% | 減碼 |
| Investment Partners Asset Management, Inc. | 4,120 | $88.0 萬 | 0.54% | −135−3.2% | 減碼 |
| Twinbeech Capital LP | 4,123 | $88.1 萬 | 0.09% | +4,123 | 新進 |
| Williams & Novak, LLC | 3,969 | $88.1 萬 | 0.66% | +106+2.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 4,130 | $88.2 萬 | 0.16% | +70+1.7% | 加碼 |
| Lewis Asset Management, LLC | 4,131 | $88.3 萬 | 0.36% | −610−12.9% | 減碼 |
| Smith Group Asset Management, LLC | 4,137 | $88.4 萬 | 0.05% | −118−2.8% | 減碼 |
| Gibbs Wealth Management | 4,139 | $88.4 萬 | 0.12% | +4,139 | 新進 |
| Stevens Capital Management LP | 4,161 | $88.9 萬 | 0.14% | +4,161 | 新進 |
| Raleigh Capital Management Inc. | 4,165 | $89.0 萬 | 0.31% | −401−8.8% | 減碼 |
| Parsons Capital Management Inc | 4,174 | $89.2 萬 | 0.04% | −26−0.6% | 減碼 |
| Retirement Income Solutions, Inc | 4,175 | $89.2 萬 | 0.15% | −297−6.6% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,182 | $89.4 萬 | 0.13% | +2,317+124.2% | 加碼 |
| Dutch Asset Corp | 4,182 | $89.4 萬 | 0.60% | +692+19.8% | 加碼 |
| Veracity Capital LLC | 4,195 | $89.6 萬 | 0.32% | −252−5.7% | 減碼 |
| Apella Capital, LLC | 3,350 | $89.6 萬 | 0.01% | +152+4.8% | 加碼 |
| Monetta Financial Services Inc | 4,200 | $89.7 萬 | 0.70% | +4,200 | 新進 |
| Cambient Family Office, LLC | 4,201 | $89.9 萬 | 0.13% | +936+28.7% | 加碼 |
| Somerset Trust Co | 4,220 | $90.2 萬 | 0.28% | −88−2.0% | 減碼 |
| Enterprise Financial Services Corp | 4,241 | $90.6 萬 | 0.46% | +20.0% | 加碼 |
| Terra Nova Asset Management LLC | 4,245 | $90.7 萬 | 0.67% | +582+15.9% | 加碼 |
| Walsky Investment Management, Inc. | 4,250 | $90.8 萬 | 0.93% | +305+7.7% | 加碼 |
| Chicago Capital, LLC | 4,263 | $91.1 萬 | 0.02% | +181+4.4% | 加碼 |
| Curat Global, LLC | 4,301 | $91.9 萬 | 0.91% | −300−6.5% | 減碼 |
| Massmutual Trust Co FSB | 4,301 | $91.9 萬 | 0.03% | +64+1.5% | 加碼 |
| Townsend & Associates, Inc | 3,464 | $92.0 萬 | 0.08% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 4,308 | $92.0 萬 | 0.48% | −942−17.9% | 減碼 |
| Hoxton Planning & Management, LLC | 4,321 | $92.3 萬 | 0.28% | −131−2.9% | 減碼 |
| Braun-Bostich & Associates Inc. | 4,350 | $92.9 萬 | 0.58% | −3−0.1% | 減碼 |
| SCS Capital Management LLC | 4,353 | $93.0 萬 | 0.01% | −575−11.7% | 減碼 |
| Ancora Advisors, LLC | 4,353 | $93.0 萬 | 0.02% | 00.0% | 不變 |
| Ellevest, Inc. | 4,362 | $93.2 萬 | 0.13% | +206+5.0% | 加碼 |
| Ridgeline Wealth Planning, LLC | 4,363 | $93.2 萬 | 0.68% | −593−12.0% | 減碼 |
| BIP Wealth, LLC | 4,371 | $93.4 萬 | 0.04% | −841−16.1% | 減碼 |
| Xxi Wealth, LLC | 4,373 | $93.4 萬 | 0.53% | +2,050+88.2% | 加碼 |
| Oak Harvest Investment Services | 4,381 | $93.6 萬 | 0.10% | −26−0.6% | 減碼 |
| Phoenix Holdings Ltd. | 4,395 | $93.8 萬 | 0.01% | −698−13.7% | 減碼 |
| Brookwood Investment Group LLC | 4,402 | $94.1 萬 | 0.12% | +866+24.5% | 加碼 |
| West Wealth Group, LLC | 4,406 | $94.1 萬 | 0.19% | +5+0.1% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 4,417 | $94.4 萬 | 0.17% | +923+26.4% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 4,421 | $94.5 萬 | 0.16% | −294−6.2% | 減碼 |
| State of Wyoming | 4,426 | $94.6 萬 | 0.11% | −4,470−50.2% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,440 | $94.9 萬 | 0.05% | −333−7.0% | 減碼 |
| Allred Capital Management, LLC | 4,441 | $94.9 萬 | 0.35% | −55−1.2% | 減碼 |
| Lyell Wealth Management, LP | 4,446 | $95.0 萬 | 0.07% | 00.0% | 不變 |
| Victory Financial Group, LLC | 4,458 | $95.2 萬 | 0.12% | −165−3.6% | 減碼 |
| Core Alternative Capital | 4,495 | $96.0 萬 | 0.28% | −330−6.8% | 減碼 |
| SageView Advisory Group, LLC | 4,496 | $96.1 萬 | 0.04% | −643−12.5% | 減碼 |
| Cherokee Insurance Co | 4,500 | $96.1 萬 | 0.36% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 4,520 | $96.6 萬 | 0.60% | 00.0% | 不變 |
| Cidel Asset Management Inc | 4,577 | $97.8 萬 | 0.05% | −36−0.8% | 減碼 |
| Aft, Forsyth & Company, Inc. | 4,579 | $97.8 萬 | 0.46% | −225−4.7% | 減碼 |
| FSM Wealth Advisors, LLC | 4,597 | $98.2 萬 | 0.13% | −75−1.6% | 減碼 |
| Basecamp Wealth Advisors LLC | 4,598 | $98.2 萬 | 0.20% | −18−0.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,629 | $99.0 萬 | 0.16% | −2,234−32.6% | 減碼 |
| McAdam, LLC | 4,634 | $99.0 萬 | 0.04% | +1,214+35.5% | 加碼 |
| Teucrium Investment Advisors, LLC | 4,636 | $99.1 萬 | 0.77% | +4,636 | 新進 |
| Drive Wealth Management, LLC | 4,641 | $99.3 萬 | 0.21% | +242+5.5% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,662 | $99.6 萬 | 0.03% | −84−1.8% | 減碼 |
| CFS Investment Advisory Services, LLC | 3,726 | $99.7 萬 | 0.07% | +102+2.8% | 加碼 |
| Capital Advisors, Ltd. LLC | 4,677 | $99.9 萬 | 0.11% | +31+0.7% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 4,710 | $100.6 萬 | 0.42% | −300−6.0% | 減碼 |
| Access Financial Services, Inc. | 4,715 | $100.7 萬 | 0.36% | −183−3.7% | 減碼 |
| Eagle Wealth Advisors LLC | 4,716 | $100.9 萬 | 0.93% | +1,056+28.9% | 加碼 |
| Salem Investment Counselors Inc | 4,721 | $101.0 萬 | 0.03% | −55−1.2% | 減碼 |
| Weaver Capital Management LLC | 4,735 | $101.2 萬 | 0.22% | +566+13.6% | 加碼 |
| MBL Wealth, LLC | 4,747 | $101.4 萬 | 0.08% | −102−2.1% | 減碼 |
| Columbia Asset Management | 4,750 | $101.5 萬 | 0.19% | 00.0% | 不變 |
| Eastern Bank | 4,755 | $101.6 萬 | 0.02% | −404−7.8% | 減碼 |
| Gsa Capital Partners LLP | 4,778 | $102.1 萬 | 0.06% | +2,662+125.8% | 加碼 |
| OneAscent Financial Services LLC | 4,791 | $102.4 萬 | 0.06% | +1,471+44.3% | 加碼 |
| RMR Wealth Builders | 4,793 | $102.5 萬 | 0.08% | +418+9.6% | 加碼 |
| Tandem Capital Management Corp | 4,800 | $102.6 萬 | 0.51% | −300−5.9% | 減碼 |
| Indivisible Partners | 4,808 | $102.7 萬 | 0.09% | +3,131+186.7% | 加碼 |
| Lodestar Private Asset Management LLC | 4,810 | $102.8 萬 | 0.10% | −250−4.9% | 減碼 |
| Caldwell Trust Co | 4,812 | $102.8 萬 | 0.09% | 00.0% | 不變 |
| Beacon Financial Group | 4,864 | $103.9 萬 | 0.10% | −441−8.3% | 減碼 |
| Conservest Capital Advisors, Inc. | 4,871 | $104.1 萬 | 0.09% | −249−4.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 4,909 | $104.6 萬 | 0.03% | +2,496+103.4% | 加碼 |