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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 4,900 | $104.8 萬 | 0.15% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 4,925 | $105.2 萬 | 0.07% | −697−12.4% | 減碼 |
| Marble Wealth, LLC | 4,932 | $105.4 萬 | 0.18% | +245+5.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,950 | $105.8 萬 | 0.18% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 4,973 | $106.3 萬 | 0.06% | +2,822+131.2% | 加碼 |
| Q3 Asset Management | 4,982 | $106.4 萬 | 0.26% | +4,982 | 新進 |
| Alta Advisers Ltd | 4,980 | $106.4 萬 | 0.38% | 00.0% | 不變 |
| Alphadyne Asset Management LP | 4,980 | $106.4 萬 | 0.14% | +4,980 | 新進 |
| Fiduciary Alliance LLC | 4,014 | $106.4 萬 | 0.06% | +239+6.3% | 加碼 |
| Affinity Investment Advisors, LLC | 4,982 | $106.4 萬 | 0.67% | −1,604−24.4% | 減碼 |
| Bellevue Asset Management, LLC | 4,990 | $106.6 萬 | 0.53% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 4,994 | $106.7 萬 | 0.02% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 5,002 | $106.9 萬 | 0.06% | −808−13.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,004 | $106.9 萬 | 0.11% | +926+22.7% | 加碼 |
| M. Kulyk & Associates, LLC | 5,029 | $107.4 萬 | 0.20% | +5,029 | 新進 |
| Keeler Thomas Management LLC | 5,032 | $107.5 萬 | 0.46% | +5,032 | 新進 |
| Chilton Capital Management LLC | 5,033 | $107.5 萬 | 0.04% | +28+0.6% | 加碼 |
| Index Technologies Group LLC | 5,045 | $107.8 萬 | 1.17% | +31+0.6% | 加碼 |
| Simmons Bank | 5,050 | $107.9 萬 | 0.07% | +1,860+58.3% | 加碼 |
| Caldwell Investment Management Ltd. | 5,400 | $108.1 萬 | 0.42% | +5,400 | 新進 |
| West Michigan Advisors, LLC | 5,058 | $108.2 萬 | 0.24% | −1,261−20.0% | 減碼 |
| Legacy Capital Group California, Inc. | 5,069 | $108.3 萬 | 0.41% | −3,827−43.0% | 減碼 |
| Keynote Financial Services LLC | 5,073 | $108.4 萬 | 0.58% | −3−0.1% | 減碼 |
| Sym Financial Corp | 5,073 | $108.4 萬 | 0.11% | +70+1.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 5,077 | $108.5 萬 | 0.00% | +2,640+108.3% | 加碼 |
| Telos Capital Management, Inc. | 5,102 | $109.0 萬 | 0.10% | −34−0.7% | 減碼 |
| Friedenthal Financial | 5,106 | $109.1 萬 | 0.55% | +5,106 | 新進 |
| Contravisory Investment Management, Inc. | 5,125 | $109.5 萬 | 0.22% | +3,108+154.1% | 加碼 |
| Whalen Wealth Management Inc. | 5,134 | $109.7 萬 | 0.59% | −3,181−38.3% | 減碼 |
| VectorGlobal IAG, Inc. | 5,135 | $109.7 萬 | 0.28% | +5,135 | 新進 |
| Chase Investment Counsel Corp | 5,148 | $109.9 萬 | 0.29% | 00.0% | 不變 |
| Field & Main Bank | 5,155 | $110.1 萬 | 0.32% | +540+11.7% | 加碼 |
| Verdad Advisers, LP | 5,163 | $110.3 萬 | 1.24% | −10,308−66.6% | 減碼 |
| Trust Point Inc. | 5,174 | $110.5 萬 | 0.10% | +117+2.3% | 加碼 |
| Alerus Financial NA | 5,179 | $110.7 萬 | 0.05% | +4,349+524.0% | 加碼 |
| Perennial Investment Advisors, LLC | 5,190 | $110.9 萬 | 0.09% | +265+5.4% | 加碼 |
| Berbice Capital Management LLC | 5,200 | $111.1 萬 | 0.73% | +100+2.0% | 加碼 |
| BOCHK Asset Management Ltd | 5,200 | $111.1 萬 | 0.23% | +5,200 | 新進 |
| Delphi Management Inc | 5,206 | $111.2 萬 | 1.33% | −2,557−32.9% | 減碼 |
| Modern Wealth Management, LLC | 5,016 | $111.4 萬 | 0.02% | +734+17.1% | 加碼 |
| Clear Creek Financial Management, LLC | 5,218 | $111.5 萬 | 0.09% | −290−5.3% | 減碼 |
| Retirement Planning Group | 5,225 | $111.6 萬 | 0.03% | +3,391+184.9% | 加碼 |
| Oslo Pensjonsforsikring AS | 5,234 | $111.8 萬 | 0.17% | +5,234 | 新進 |
| Chesapeake Capital Corp | 5,257 | $112.3 萬 | 0.81% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 5,276 | $112.7 萬 | 0.33% | −2,502−32.2% | 減碼 |
| Abel Hall, LLC | 5,290 | $113.0 萬 | 0.24% | +16+0.3% | 加碼 |
| Ariadne Wealth Management, LP | 5,288 | $113.1 萬 | 0.51% | −336−6.0% | 減碼 |
| Allianz SE | 5,303 | $113.3 萬 | 0.01% | −6,036−53.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 5,316 | $113.6 萬 | 0.05% | +7+0.1% | 加碼 |
| Rare Wolf Capital LLC | 5,319 | $113.6 萬 | 0.74% | −4,141−43.8% | 減碼 |
| May Hill Capital, LLC | 5,321 | $113.7 萬 | 0.29% | −991−15.7% | 減碼 |
| Crestmont Private Wealth LLC | 5,324 | $113.8 萬 | 0.36% | +51+1.0% | 加碼 |
| McLean Asset Management Corp | 5,335 | $114.0 萬 | 0.20% | +236+4.6% | 加碼 |
| Jackson Thornton Asset Management, LLC | 4,327 | $114.1 萬 | 0.10% | −193−4.3% | 減碼 |
| TownSquare Capital, LLC | 5,390 | $115.2 萬 | 0.26% | +301+5.9% | 加碼 |
| Pacific Point Advisors, LLC | 5,392 | $115.2 萬 | 0.61% | −108−2.0% | 減碼 |
| Avail Investment Partners, LLC | 5,428 | $116.0 萬 | 1.24% | +5,428 | 新進 |
| Silver Coast Investments LLC | 5,432 | $116.1 萬 | 0.37% | −1,563−22.3% | 減碼 |
| Kingdom Financial Group LLC. | 5,437 | $116.2 萬 | 0.33% | −564−9.4% | 減碼 |
| Lloyd Advisory Services, LLC. | 5,437 | $116.2 萬 | 0.33% | +5,146+1,768.4% | 加碼 |
| Centennial Bank | 5,470 | $116.9 萬 | 0.42% | −660−10.8% | 減碼 |
| Advisory Resource Group | 5,474 | $116.9 萬 | 0.20% | +65+1.2% | 加碼 |
| Fortis Group Advisors, LLC | 4,577 | $117.4 萬 | 0.19% | −10,837−70.3% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 5,514 | $117.8 萬 | 0.12% | 00.0% | 不變 |
| George Kaiser Family Foundation | 5,514 | $117.8 萬 | 0.13% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,547 | $118.5 萬 | 0.31% | −1,173−17.5% | 減碼 |
| Herold Advisors, Inc. | 5,581 | $119.2 萬 | 0.26% | −1,848−24.9% | 減碼 |
| Kathmere Capital Management, LLC | 5,596 | $119.6 萬 | 0.07% | +1,699+43.6% | 加碼 |
| Insigneo Advisory Services, LLC | 5,604 | $119.7 萬 | 0.09% | +963+20.7% | 加碼 |
| Ignite Planners, LLC | 5,608 | $119.8 萬 | 0.19% | +141+2.6% | 加碼 |
| Founders Capital Management, LLC | 5,609 | $119.8 萬 | 0.20% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,615 | $120.0 萬 | 0.50% | +5,615 | 新進 |
| Pitcairn Wealth Advisors LLC | 7,011 | $120.0 萬 | 0.11% | +100+1.4% | 加碼 |
| Watershed Private Wealth LLC | 5,636 | $120.4 萬 | 0.38% | −308−5.2% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 5,652 | $120.8 萬 | 0.55% | +1,594+39.3% | 加碼 |
| Miracle Mile Advisors, LLC | 5,681 | $121.4 萬 | 0.02% | +1,241+28.0% | 加碼 |
| Legacy Edge Advisors, LLC | 5,698 | $121.7 萬 | 0.13% | −327−5.4% | 減碼 |
| Dynasty Wealth Management, LLC | 5,732 | $122.5 萬 | 0.01% | +192+3.5% | 加碼 |
| Arvest Investments, Inc. | 5,740 | $122.6 萬 | 0.17% | −2,634−31.5% | 減碼 |
| BOS Asset Management, LLC | 5,750 | $122.9 萬 | 0.31% | 00.0% | 不變 |
| Cove Private Wealth, LLC | 5,760 | $123.1 萬 | 0.28% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 5,781 | $123.5 萬 | 0.02% | −1,440−19.9% | 減碼 |
| VeraBank, N.A. | 5,835 | $124.7 萬 | 0.23% | 00.0% | 不變 |
| Hollencrest Capital Management | 5,837 | $124.7 萬 | 0.05% | −6,910−54.2% | 減碼 |
| Koshinski Asset Management, Inc. | 5,844 | $124.9 萬 | 0.08% | +5,844 | 新進 |
| Keyvantage Wealth, LLC | 5,852 | $125.0 萬 | 0.55% | +289+5.2% | 加碼 |
| Legal Advantage Investments, Inc. | 5,864 | $125.3 萬 | 0.65% | −108−1.8% | 減碼 |
| SIH Partners, LLLP | 5,866 | $125.3 萬 | 0.04% | +5,866 | 新進 |
| Van Diest Capital, LLC | 5,880 | $125.6 萬 | 0.99% | +4,673+387.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,880 | $125.6 萬 | 0.16% | +1,044+21.6% | 加碼 |
| New Wave Wealth Advisors LLC | 5,889 | $126.0 萬 | 0.44% | +1,174+24.9% | 加碼 |
| Providence First Trust Co | 5,903 | $126.1 萬 | 0.44% | +396+7.2% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 5,914 | $126.4 萬 | 1.63% | −2,270−27.7% | 減碼 |
| Legacy Advisors, LLC | 5,916 | $126.5 萬 | 0.15% | −70−1.2% | 減碼 |
| Hohimer Wealth Management, LLC | 5,932 | $126.8 萬 | 0.15% | −37,029−86.2% | 減碼 |
| Fox Run Management, L.L.C. | 6,340 | $126.8 萬 | 0.22% | +6,340 | 新進 |
| American National Bank | 5,942 | $127.0 萬 | 0.12% | −95−1.6% | 減碼 |
| TriaGen Wealth Management LLC | 6,011 | $128.4 萬 | 0.35% | +6,011 | 新進 |
| HighPoint Advisor Group LLC | 6,019 | $128.6 萬 | 0.05% | −22,243−78.7% | 減碼 |
| Brown Financial Advisors | 6,044 | $129.1 萬 | 0.49% | −2,200−26.7% | 減碼 |