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
- 2,651
- 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 900 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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 6,060 | $129.5 萬 | 0.48% | +266+4.6% | 加碼 |
| Parkside Financial Bank & Trust | 6,061 | $129.5 萬 | 0.10% | −76−1.2% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 6,064 | $129.6 萬 | 0.16% | +5,858+2,843.7% | 加碼 |
| Quotient Wealth Partners, LLC | 6,073 | $129.8 萬 | 0.03% | +206+3.5% | 加碼 |
| Clark Financial Services Group Inc | 6,085 | $130.0 萬 | 0.72% | +355+6.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 6,088 | $130.1 萬 | 0.19% | −403−6.2% | 減碼 |
| Waterloo Capital, L.P. | 6,096 | $130.2 萬 | 0.09% | +754+14.1% | 加碼 |
| Golden State Equity Partners | 6,104 | $130.4 萬 | 0.10% | +1,944+46.7% | 加碼 |
| First Affirmative Financial Network | 6,111 | $130.6 萬 | 0.51% | +6,111 | 新進 |
| Bahl & Gaynor Inc | 6,150 | $131.4 萬 | 0.01% | +650+11.8% | 加碼 |
| West Branch Capital LLC | 6,180 | $132.0 萬 | 0.35% | +5,908+2,172.1% | 加碼 |
| RiverFront Investment Group, LLC | 6,199 | $132.4 萬 | 0.02% | −6,617−51.6% | 減碼 |
| Cypress Capital Advisors, LLC | 6,254 | $133.6 萬 | 0.72% | −219−3.4% | 減碼 |
| Aprio Wealth Management, LLC | 6,267 | $133.9 萬 | 0.07% | +882+16.4% | 加碼 |
| Montecito Bank & Trust | 6,275 | $134.1 萬 | 0.22% | −843−11.8% | 減碼 |
| Soltis Investment Advisors LLC | 6,307 | $134.8 萬 | 0.09% | −48,077−88.4% | 減碼 |
| Integrity Wealth Partners, LLC | 6,324 | $135.1 萬 | 1.22% | +6,324 | 新進 |
| Daymark Wealth Partners, LLC | 6,328 | $135.2 萬 | 0.04% | +906+16.7% | 加碼 |
| HMV Wealth Advisors, LLC | 6,339 | $135.4 萬 | 0.64% | +16+0.3% | 加碼 |
| Wealth Group, Ltd. | 6,350 | $135.7 萬 | 1.27% | 00.0% | 不變 |
| JT Stratford LLC | 6,367 | $136.0 萬 | 0.17% | −207−3.1% | 減碼 |
| Osmosis Investment Management UK Ltd | 6,387 | $136.5 萬 | 0.04% | +6,387 | 新進 |
| Campbell & CO Investment Adviser LLC | 6,432 | $137.4 萬 | 0.08% | +6,432 | 新進 |
| Dark Forest Capital Management LP | 6,452 | $137.9 萬 | 0.12% | −7,649−54.2% | 減碼 |
| Sustainable Insight Capital Management, LLC | 6,465 | $138.1 萬 | 0.46% | +600+10.2% | 加碼 |
| Navigation Group, LLC | 6,477 | $138.4 萬 | 0.32% | +6,477 | 新進 |
| CVA Family Office, LLC | 6,494 | $138.8 萬 | 0.15% | +202+3.2% | 加碼 |
| Kingsman Wealth Management, Inc. | 6,494 | $138.8 萬 | 0.78% | +6,494 | 新進 |
| Jaffetilchin Investment Partners, LLC | 6,512 | $139.1 萬 | 0.08% | +4,266+189.9% | 加碼 |
| Astoria Portfolio Advisors LLC. | 5,374 | $139.5 萬 | 0.30% | +70+1.3% | 加碼 |
| Quent Capital, LLC | 6,530 | $139.5 萬 | 0.10% | +202+3.2% | 加碼 |
| AdvisorNet Financial, Inc | 6,575 | $140.5 萬 | 0.07% | +6+0.1% | 加碼 |
| Carr Financial Group Corp | 6,579 | $140.6 萬 | 0.37% | −291−4.2% | 減碼 |
| JMN Financial LLC | 6,583 | $140.8 萬 | 1.38% | +450+7.3% | 加碼 |
| Wellington Grp LLC | 6,600 | $141.0 萬 | 0.43% | +1,920+41.0% | 加碼 |
| Rothschild Investment LLC | 6,601 | $141.0 萬 | 0.07% | +148+2.3% | 加碼 |
| Ifrah Financial Services, Inc. | 6,608 | $141.2 萬 | 0.37% | −166−2.5% | 減碼 |
| Sapient Capital LLC | 6,586 | $141.3 萬 | 0.02% | +4,002+154.9% | 加碼 |
| Burr Financial Services, LLC | 6,616 | $141.4 萬 | 1.12% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 6,635 | $141.8 萬 | 0.02% | −10,338−60.9% | 減碼 |
| Anchor Investment Management, LLC | 6,637 | $141.8 萬 | 0.12% | +211+3.3% | 加碼 |
| USA Financial Portformulas Corp | 6,639 | $141.8 萬 | 0.27% | −3,900−37.0% | 減碼 |
| Agf Management Ltd | 6,664 | $142.4 萬 | 0.01% | −1,201−15.3% | 減碼 |
| SmartHarvest Portfolios, LLC | 6,690 | $142.9 萬 | 0.60% | −1,213−15.3% | 減碼 |
| Regatta Capital Group, LLC | 6,701 | $143.2 萬 | 0.22% | −33−0.5% | 減碼 |
| Physicians Financial Services, Inc. | 6,730 | $143.8 萬 | 0.39% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 6,761 | $144.5 萬 | 0.23% | 00.0% | 不變 |
| Elm Partners Management LLC | 7,250 | $144.9 萬 | 0.06% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 6,790 | $145.1 萬 | 0.10% | −303−4.3% | 減碼 |
| Investment Research Partners LLC | 6,814 | $145.6 萬 | 0.59% | −921−11.9% | 減碼 |
| Valley Brook Capital Group | 6,821 | $145.7 萬 | 0.98% | +61+0.9% | 加碼 |
| Aspire Private Capital, LLC | 6,823 | $145.8 萬 | 0.33% | −3,969−36.8% | 減碼 |
| Aquatic Capital Management LLC | 6,848 | $146.3 萬 | 0.04% | +6,848 | 新進 |
| Westfuller Advisors, LLC | 6,844 | $146.4 萬 | 0.63% | +369+5.7% | 加碼 |
| Fagan Associates, Inc. | 6,853 | $146.4 萬 | 0.20% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 6,876 | $146.9 萬 | 0.17% | +1,276+22.8% | 加碼 |
| Root Financial Partners, LLC | 6,876 | $146.9 萬 | 0.07% | −861−11.1% | 減碼 |
| Essex Financial Services, Inc. | 6,878 | $147.0 萬 | 0.08% | −116−1.7% | 減碼 |
| Dale Q Rice Investment Management Ltd | 6,888 | $147.2 萬 | 1.12% | +261+3.9% | 加碼 |
| Silver Oak Securities, Inc | 6,927 | $148.0 萬 | 0.11% | +3,354+93.9% | 加碼 |
| Madison Wealth Partners, Inc | 6,945 | $148.4 萬 | 0.24% | +248+3.7% | 加碼 |
| Integrity Alliance, LLC. | 6,978 | $149.1 萬 | 0.06% | −443−6.0% | 減碼 |
| Shufro Rose & Co LLC | 7,000 | $149.6 萬 | 0.10% | 00.0% | 不變 |
| Birinyi Associates Inc | 7,000 | $149.6 萬 | 0.41% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 7,022 | $150.0 萬 | 0.06% | −136−1.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 7,047 | $150.6 萬 | 0.11% | +7,047 | 新進 |
| Level Financial Advisors, Inc. | 7,052 | $150.7 萬 | 0.38% | 00.0% | 不變 |
| Avanda Investment Management Pte. Ltd. | 7,100 | $151.7 萬 | 2.40% | +2,400+51.1% | 加碼 |
| PFG Investments, LLC | 7,101 | $151.7 萬 | 0.07% | +590+9.1% | 加碼 |
| First Financial Bankshares Inc | 7,119 | $152.1 萬 | 0.03% | −78−1.1% | 減碼 |
| Signature Resources Capital Management, LLC | 7,134 | $152.4 萬 | 0.72% | −14,964−67.7% | 減碼 |
| Tower View Investment Management & Research LLC | 7,170 | $153.2 萬 | 0.79% | +7,170 | 新進 |
| Mechanics Bank Trust Department | 7,211 | $154.1 萬 | 0.21% | −840−10.4% | 減碼 |
| Net Worth Advisory Group | 7,216 | $154.2 萬 | 0.32% | −208−2.8% | 減碼 |
| Personal Cfo Solutions, LLC | 7,213 | $154.3 萬 | 0.22% | +1,014+16.4% | 加碼 |
| LVW Advisors, LLC | 7,254 | $155.0 萬 | 0.15% | +3,360+86.3% | 加碼 |
| TD Private Client Wealth LLC | 7,296 | $155.9 萬 | 0.03% | +341+4.9% | 加碼 |
| Hardy Reed LLC | 7,305 | $156.1 萬 | 0.11% | +23+0.3% | 加碼 |
| Uhlmann Price Securities, LLC | 6,538 | $156.2 萬 | 0.10% | +6,538 | 新進 |
| Central Pacific Bank - Trust Division | 7,310 | $156.2 萬 | 0.20% | −2,669−26.7% | 減碼 |
| Clark Capital Management Group, Inc. | 7,326 | $156.5 萬 | 0.01% | −4,663−38.9% | 減碼 |
| Greenland Capital Management LP | 7,351 | $157.1 萬 | 0.31% | +96+1.3% | 加碼 |
| International Assets Investment Management, LLC | 7,079 | $157.2 萬 | 0.11% | −936−11.7% | 減碼 |
| Allium Financial Advisors, LLC | 7,378 | $157.6 萬 | 1.26% | −275−3.6% | 減碼 |
| IPG Investment Advisors LLC | 7,404 | $158.5 萬 | 0.27% | −2,856−27.8% | 減碼 |
| Consilium Wealth Advisory, LLC | 7,458 | $159.3 萬 | 0.54% | +3,918+110.7% | 加碼 |
| DCF Advisers, LLC | 7,500 | $160.2 萬 | 0.60% | 00.0% | 不變 |
| Planning Alternatives Ltd | 7,535 | $161.0 萬 | 0.21% | +444+6.3% | 加碼 |
| Holderness Investments Co | 7,551 | $161.3 萬 | 0.32% | +532+7.6% | 加碼 |
| Fayez Sarofim & Co | 7,553 | $161.4 萬 | 0.00% | +1,419+23.1% | 加碼 |
| Cooper Financial Group | 7,613 | $162.7 萬 | 0.16% | +3,350+78.6% | 加碼 |
| Virtus ETF Advisers LLC | 7,620 | $162.8 萬 | 0.76% | −4,635−37.8% | 減碼 |
| CenterStar Asset Management, LLC | 7,638 | $163.0 萬 | 1.57% | +7,638 | 新進 |
| HBK Sorce Advisory LLC | 5,545 | $163.0 萬 | 0.03% | +370+7.1% | 加碼 |
| Pallas Capital Advisors LLC | 7,639 | $163.2 萬 | 0.06% | −92−1.2% | 減碼 |
| Win Advisors, Inc | 7,641 | $163.3 萬 | 0.75% | −928−10.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 7,674 | $164.0 萬 | 0.07% | +2,151+38.9% | 加碼 |
| WealthPlan Investment Management, LLC | 7,696 | $164.4 萬 | 0.09% | +3,218+71.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 7,710 | $164.7 萬 | 0.28% | +2,865+59.1% | 加碼 |
| PDS Planning, Inc | 7,770 | $166.0 萬 | 0.11% | +532+7.4% | 加碼 |