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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 7,811 | $167.1 萬 | 0.09% | +1,096+16.3% | 加碼 |
| Foundry Financial LLC | 7,913 | $169.1 萬 | 0.72% | −337−4.1% | 減碼 |
| Gould Capital, LLC | 7,934 | $169.5 萬 | 1.03% | −8,212−50.9% | 減碼 |
| Virtus Investment Advisers, Inc. | 7,958 | $170.0 萬 | 0.47% | −4,300−35.1% | 減碼 |
| Goodman Advisory Group, LLC | 7,978 | $170.5 萬 | 0.44% | −60−0.7% | 減碼 |
| Commerzbank Aktiengesellschaft | 7,986 | $170.6 萬 | 0.04% | −9,735−54.9% | 減碼 |
| Westover Capital Advisors, LLC | 8,000 | $170.9 萬 | 0.31% | 00.0% | 不變 |
| Laraway Financial Inc | 8,100 | $173.1 萬 | 1.22% | −1,000−11.0% | 減碼 |
| 71 West Capital Partners | 8,150 | $174.1 萬 | 0.08% | +1,396+20.7% | 加碼 |
| Harbour Investments, Inc. | 8,193 | $175.0 萬 | 0.03% | +4,873+146.8% | 加碼 |
| Exit Wealth Advisors, LLC. | 8,197 | $175.1 萬 | 0.90% | −4,979−37.8% | 減碼 |
| Alesco Advisors LLC | 8,211 | $175.4 萬 | 0.04% | +8,211 | 新進 |
| denkapparat Operations GmbH | 8,214 | $175.5 萬 | 0.73% | −4,132−33.5% | 減碼 |
| One Capital Management, LLC | 8,229 | $175.8 萬 | 0.05% | −100−1.2% | 減碼 |
| Seeds Investor LLC | 6,465 | $176.1 萬 | 0.24% | +312+5.1% | 加碼 |
| Westside Investment Management, Inc. | 8,250 | $176.6 萬 | 0.27% | 00.0% | 不變 |
| Sun Financial Inc | 5,917 | $177.0 萬 | 0.89% | −181−3.0% | 減碼 |
| Novem Group | 8,294 | $177.2 萬 | 0.20% | +569+7.4% | 加碼 |
| LGT Group Foundation | 8,307 | $177.5 萬 | 0.02% | −5,476−39.7% | 減碼 |
| Peapack Gladstone Financial Corp | 8,419 | $179.9 萬 | 0.02% | +1,123+15.4% | 加碼 |
| Becker Capital Management Inc | 8,428 | $180.3 萬 | 0.05% | −30−0.4% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,439 | $180.3 萬 | 0.37% | +716+9.3% | 加碼 |
| F/M Investments LLC | 8,457 | $180.7 萬 | 0.12% | −54,027−86.5% | 減碼 |
| Avantax Planning Partners, Inc. | 8,482 | $181.2 萬 | 0.05% | −3,256−27.7% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 8,504 | $181.7 萬 | 0.51% | +304+3.7% | 加碼 |
| TFR Capital, LLC. | 8,520 | $182.0 萬 | 0.56% | +285+3.5% | 加碼 |
| NVWM, LLC | 8,522 | $182.1 萬 | 0.41% | −5,259−38.2% | 減碼 |
| Caerus Investment Advisors, LLC | 8,583 | $183.4 萬 | 0.77% | +20+0.2% | 加碼 |
| Leonteq Securities AG | 8,585 | $183.4 萬 | 0.11% | +8,492+9,131.2% | 加碼 |
| Chatham Capital Group, Inc. | 8,590 | $183.5 萬 | 0.27% | −75−0.9% | 減碼 |
| Kestra Investment Management, LLC | 8,615 | $184.1 萬 | 0.03% | −3,637−29.7% | 減碼 |
| First Commonwealth Financial Corp | 8,639 | $184.6 萬 | 0.29% | −7,609−46.8% | 減碼 |
| Freestone Capital Holdings, LLC | 8,649 | $184.8 萬 | 0.06% | +653+8.2% | 加碼 |
| Versant Capital Management, Inc | 8,692 | $185.7 萬 | 0.18% | −10.0% | 減碼 |
| Jamison Private Wealth Management, Inc. | 8,710 | $186.1 萬 | 0.23% | +100+1.2% | 加碼 |
| Heartland Advisors Inc | 8,712 | $186.1 萬 | 0.09% | −24,038−73.4% | 減碼 |
| Rehmann Capital Advisory Group | 8,762 | $187.2 萬 | 0.10% | −125−1.4% | 減碼 |
| Values First Advisors, Inc. | 8,764 | $187.2 萬 | 0.98% | +228+2.7% | 加碼 |
| Tealwood Asset Management Inc | 8,765 | $187.3 萬 | 0.85% | −7,322−45.5% | 減碼 |
| Applied Finance Capital Management, LLC | 8,809 | $188.2 萬 | 0.14% | −2,196−20.0% | 減碼 |
| Williamson Legacy Group, LLC | 8,855 | $189.2 萬 | 1.42% | +921+11.6% | 加碼 |
| Custom Index Systems, LLC | 8,866 | $189.4 萬 | 0.83% | −20−0.2% | 減碼 |
| Journey Strategic Wealth LLC | 8,872 | $189.6 萬 | 0.05% | +687+8.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 8,876 | $189.6 萬 | 0.10% | +5,338+150.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 8,880 | $189.7 萬 | 0.35% | −870−8.9% | 減碼 |
| Red Door Wealth Management, LLC | 8,880 | $189.7 萬 | 0.20% | +1,013+12.9% | 加碼 |
| Sunpointe, LLC | 8,919 | $190.6 萬 | 0.62% | +663+8.0% | 加碼 |
| Pure Financial Advisors, Inc. | 8,955 | $191.3 萬 | 0.03% | +193+2.2% | 加碼 |
| Portus Wealth Advisors, LLC | 8,959 | $191.4 萬 | 1.80% | −3,567−28.5% | 減碼 |
| Integrated Quantitative Investments LLC | 8,968 | $191.6 萬 | 0.35% | +8,968 | 新進 |
| Capstone Investment Advisors, LLC | 8,990 | $192.1 萬 | 0.02% | +8,990 | 新進 |
| Range Advisory, LLC | 9,026 | $192.9 萬 | 0.36% | +6,635+277.5% | 加碼 |
| Naviter Wealth, LLC | 9,073 | $194.1 萬 | 0.24% | +929+11.4% | 加碼 |
| Kera Capital Partners, Inc. | 9,090 | $194.2 萬 | 0.24% | −5,147−36.2% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $194.7 萬 | 0.21% | 00.0% | 不變 |
| CNB Bank | 9,116 | $194.8 萬 | 0.82% | −484−5.0% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 8,532 | $195.2 萬 | 0.25% | −50,091−85.4% | 減碼 |
| Venturi Wealth Management, LLC | 9,171 | $195.9 萬 | 0.09% | −4,804−34.4% | 減碼 |
| Truvestments Capital LLC | 9,176 | $196.1 萬 | 0.35% | +92+1.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 9,189 | $196.3 萬 | 0.27% | +2,025+28.3% | 加碼 |
| Seek First Inc. | 9,213 | $196.8 萬 | 1.39% | +12+0.1% | 加碼 |
| Stoneridge Investment Partners LLC | 9,277 | $198.2 萬 | 1.43% | +9,277 | 新進 |
| Systematic Financial Management LP | 9,300 | $198.7 萬 | 0.05% | 00.0% | 不變 |
| FCG Investment Co | 9,341 | $199.6 萬 | 0.87% | +9,341 | 新進 |
| Caxton Associates LLP | 9,341 | $199.6 萬 | 0.05% | +9,341 | 新進 |
| TRUE Private Wealth Advisors | 9,371 | $200.2 萬 | 0.19% | +4,205+81.4% | 加碼 |
| Buckley Wealth Management, LLC | 9,364 | $200.3 萬 | 0.51% | +522+5.9% | 加碼 |
| SC&H Financial Advisors, Inc. | 9,437 | $201.6 萬 | 0.30% | +20.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 9,463 | $202.2 萬 | 0.30% | +1,445+18.0% | 加碼 |
| Karani Asset Management LLC | 9,489 | $202.7 萬 | 1.77% | +4,291+82.6% | 加碼 |
| Orrstown Financial Services Inc | 9,490 | $202.8 萬 | 0.34% | −2,304−19.5% | 減碼 |
| Clough Capital Partners L P | 9,512 | $203.2 萬 | 0.20% | +9,512 | 新進 |
| Sunbelt Securities, Inc. | 9,587 | $204.8 萬 | 0.13% | −865−8.3% | 減碼 |
| WSFS Capital Management, LLC | 9,598 | $205.1 萬 | 0.10% | +968+11.2% | 加碼 |
| McDonald Partners LLC | 9,600 | $205.1 萬 | 0.48% | −300−3.0% | 減碼 |
| Worth Asset Management, LLC | 9,632 | $205.8 萬 | 0.77% | −1,904−16.5% | 減碼 |
| Busey Wealth Management | 9,634 | $205.8 萬 | 0.06% | −605−5.9% | 減碼 |
| Cim Investment Mangement Inc | 9,673 | $206.7 萬 | 0.55% | −42−0.4% | 減碼 |
| Grant Private Wealth Management Inc | 9,690 | $207.0 萬 | 1.10% | −250−2.5% | 減碼 |
| Ballast Rock Private Wealth LLC | 9,679 | $207.1 萬 | 1.15% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 9,771 | $208.8 萬 | 0.10% | −527−5.1% | 減碼 |
| Mutual Advisors, LLC | 9,777 | $208.9 萬 | 0.04% | −4,718−32.5% | 減碼 |
| Haverford Trust Co | 9,779 | $208.9 萬 | 0.02% | +2,841+40.9% | 加碼 |
| Two Sigma Securities, LLC | 9,785 | $209.1 萬 | 0.24% | +7,986+443.9% | 加碼 |
| SummitTX Capital, L.P. | 9,800 | $209.4 萬 | 0.07% | +9,800 | 新進 |
| Security National Bank of So Dak | 9,875 | $211.0 萬 | 1.02% | −510−4.9% | 減碼 |
| Portside Wealth Group, LLC | 9,910 | $211.7 萬 | 0.29% | +4,153+72.1% | 加碼 |
| Mirador Capital Partners LP | 9,910 | $211.7 萬 | 0.30% | −3,030−23.4% | 減碼 |
| TritonPoint Partners, LLC | 9,911 | $212.0 萬 | 0.78% | −104−1.0% | 減碼 |
| GoalVest Advisory LLC | 9,931 | $212.2 萬 | 0.41% | +31+0.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,949 | $212.6 萬 | 0.03% | +525+5.6% | 加碼 |
| Elyxium Wealth, LLC | 9,980 | $213.2 萬 | 0.68% | +234+2.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 10,009 | $213.9 萬 | 0.07% | +1,252+14.3% | 加碼 |
| McLaughlin Asset Management, Inc. | 10,024 | $214.2 萬 | 2.05% | −3,500−25.9% | 減碼 |
| Portfolio Design Labs, LLC | 10,062 | $215.0 萬 | 0.38% | −6,633−39.7% | 減碼 |
| Avestar Capital, LLC | 10,064 | $215.1 萬 | 0.15% | −425−4.1% | 減碼 |
| Belpointe Asset Management LLC | 10,075 | $215.3 萬 | 0.08% | −5,642−35.9% | 減碼 |
| Generali Investments, Management Co LLC | 10,082 | $215.4 萬 | 0.50% | −26,192−72.2% | 減碼 |
| Keel Point, LLC | 10,090 | $215.6 萬 | 0.14% | +441+4.6% | 加碼 |
| Western Wealth Management, LLC | 10,091 | $215.6 萬 | 0.08% | +7,139+241.8% | 加碼 |