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 |
|---|---|---|---|---|---|
| ORBA Wealth Advisors, L.L.C. | 10,105 | $215.9 萬 | 2.57% | 00.0% | 不變 |
| Adviser Investments LLC | 10,130 | $216.4 萬 | 0.02% | +1,862+22.5% | 加碼 |
| Angeles Wealth Management, LLC | 10,158 | $217.2 萬 | 0.12% | +2,015+24.7% | 加碼 |
| Valeo Financial Advisors, LLC | 10,185 | $217.6 萬 | 0.05% | −6,439−38.7% | 減碼 |
| Lathrop Investment Management Corp | 10,338 | $220.9 萬 | 0.41% | −6,402−38.2% | 減碼 |
| NBC Securities, Inc. | 10,347 | $221.1 萬 | 0.17% | +1,501+17.0% | 加碼 |
| Willner & Heller, LLC | 10,363 | $221.4 萬 | 1.65% | −1,043−9.1% | 減碼 |
| Goldenstone Wealth Management LLC | 10,393 | $222.1 萬 | 1.62% | +2,399+30.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 10,408 | $222.4 萬 | 0.54% | −249−2.3% | 減碼 |
| AtlasMark Financial, Inc | 13,000 | $222.5 萬 | 1.44% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 10,423 | $222.7 萬 | 0.17% | +3,709+55.2% | 加碼 |
| Triangle Securities Wealth Management | 10,443 | $223.1 萬 | 0.51% | −5,454−34.3% | 減碼 |
| BSW Wealth Partners | 10,502 | $224.4 萬 | 0.27% | −1,118−9.6% | 減碼 |
| Woodward Diversified Capital, LLC | 8,410 | $225.0 萬 | 1.02% | −137−1.6% | 減碼 |
| Marex Group plc | 10,578 | $226.0 萬 | 0.02% | +9,304+730.3% | 加碼 |
| SBI Securities Co., Ltd. | 10,626 | $227.0 萬 | 0.06% | +427+4.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 10,632 | $227.2 萬 | 0.05% | −272−2.5% | 減碼 |
| Greater Midwest Financial Group, LLC | 10,642 | $227.4 萬 | 1.22% | −790−6.9% | 減碼 |
| MOKAN Wealth Management Inc. | 10,690 | $228.6 萬 | 1.01% | +10,690 | 新進 |
| Global Trust Asset Management, LLC | 10,702 | $228.6 萬 | 0.87% | +60+0.6% | 加碼 |
| Bull Harbor Capital LLC | 10,790 | $230.5 萬 | 0.62% | +10,790 | 新進 |
| Hilton Head Capital Partners, LLC | 10,793 | $230.6 萬 | 1.30% | +300+2.9% | 加碼 |
| Pathway Financial Advisers, LLC | 10,807 | $230.9 萬 | 0.65% | −561−4.9% | 減碼 |
| Alpine Woods Capital Investors, LLC | 10,810 | $231.0 萬 | 0.55% | −307−2.8% | 減碼 |
| Katamaran Capital LLP | 10,849 | $231.8 萬 | 2.06% | −275−2.5% | 減碼 |
| Lake Street Financial LLC | 10,999 | $235.0 萬 | 0.30% | −870−7.3% | 減碼 |
| Paloma Partners Management Co | 11,000 | $235.0 萬 | 1.33% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 11,025 | $235.6 萬 | 0.41% | +695+6.7% | 加碼 |
| Strathmore Capital Advisors, Inc. | 8,800 | $235.6 萬 | 0.67% | −368−4.0% | 減碼 |
| Wright Investors Service Inc | 11,093 | $237.0 萬 | 0.75% | −22−0.2% | 減碼 |
| Consolidated Planning Corp | 11,128 | $237.8 萬 | 0.39% | +11,128 | 新進 |
| Momentum Wealth Planning, LLC | 11,131 | $238.2 萬 | 2.15% | +11,131 | 新進 |
| Fort Washington Investment Advisors Inc | 11,152 | $238.3 萬 | 0.01% | −1,273−10.2% | 減碼 |
| Burns J W & Co Inc | 11,199 | $239.3 萬 | 0.27% | +19+0.2% | 加碼 |
| AlphaCore Capital LLC | 11,192 | $239.4 萬 | 0.06% | −4,188−27.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 11,214 | $239.6 萬 | 0.13% | +67+0.6% | 加碼 |
| Ark Wealth Advisors LLC | 11,215 | $239.6 萬 | 2.37% | +50+0.4% | 加碼 |
| Strategic Investment Advisors | 11,220 | $240.3 萬 | 0.17% | +5,671+102.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 11,253 | $240.4 萬 | 0.04% | −1,007−8.2% | 減碼 |
| Wincap Financial LLC | 11,298 | $241.4 萬 | 1.61% | −4,719−29.5% | 減碼 |
| Maven Securities LTD | 11,373 | $242.8 萬 | 0.14% | +11,373 | 新進 |
| Keystone Financial Group | 11,257 | $242.9 萬 | 0.17% | +207+1.9% | 加碼 |
| Inscription Capital, LLC | 11,367 | $242.9 萬 | 0.26% | −2,494−18.0% | 減碼 |
| Carolina Wealth Advisors, LLC | 11,380 | $243.1 萬 | 1.01% | +9,084+395.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 11,446 | $244.6 萬 | 0.12% | −4,880−29.9% | 減碼 |
| Everhart Financial Group, Inc. | 11,457 | $244.8 萬 | 0.21% | +431+3.9% | 加碼 |
| Alpha Family Trust | 11,500 | $245.7 萬 | 1.19% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 11,515 | $246.0 萬 | 0.07% | +5,235+83.4% | 加碼 |
| Alps Advisors Inc | 11,542 | $246.6 萬 | 0.01% | −3,263−22.0% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,572 | $247.2 萬 | 0.01% | +11,572 | 新進 |
| Harrell Investment Partners, LLC | 11,660 | $249.1 萬 | 0.59% | 00.0% | 不變 |
| Bannerstone Capital Management, LLC | 11,774 | $250.7 萬 | 2.60% | +1,697+16.8% | 加碼 |
| Capital Performance Advisors LLP | 11,860 | $253.4 萬 | 0.17% | +301+2.6% | 加碼 |
| Brendel Financial Advisors LLC | 11,907 | $254.4 萬 | 1.26% | +11,907 | 新進 |
| Savvy Advisors, Inc. | 11,945 | $255.2 萬 | 0.07% | +2,826+31.0% | 加碼 |
| Cigna Investments Inc | 11,961 | $255.5 萬 | 0.40% | −195−1.6% | 減碼 |
| Nations Financial Group Inc, | 11,993 | $256.2 萬 | 0.13% | +4,790+66.5% | 加碼 |
| American State Bank (Iowa) | 12,000 | $256.4 萬 | 1.23% | 00.0% | 不變 |
| Boxwood Ventures, Inc. | 11,990 | $256.5 萬 | 2.72% | 00.0% | 不變 |
| Henson-Edgewater Management, LLC | 12,049 | $257.4 萬 | 1.64% | −220−1.8% | 減碼 |
| Private Trust Co NA | 12,051 | $257.5 萬 | 0.23% | +500+4.3% | 加碼 |
| Segment Wealth Management, LLC | 12,070 | $257.9 萬 | 0.15% | +697+6.1% | 加碼 |
| Joel Isaacson & Co., LLC | 12,071 | $257.9 萬 | 0.09% | 00.0% | 不變 |
| Choate Investment Advisors | 12,088 | $258.3 萬 | 0.05% | −959−7.4% | 減碼 |
| Tounjian Advisory Partners, LLC | 12,100 | $258.5 萬 | 0.93% | −748−5.8% | 減碼 |
| Global Financial Private Client, LLC | 12,107 | $258.7 萬 | 0.85% | +1,070+9.7% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 12,120 | $259.0 萬 | 0.52% | −1,290−9.6% | 減碼 |
| Sumitomo Life Insurance Co | 12,128 | $259.1 萬 | 0.06% | +7,119+142.1% | 加碼 |
| 111 Capital | 12,147 | $259.5 萬 | 0.64% | +3,262+36.7% | 加碼 |
| Shelton Wealth Management, LLC | 12,248 | $261.7 萬 | 1.15% | −6,180−33.5% | 減碼 |
| WD Rutherford LLC | 12,281 | $262.4 萬 | 1.17% | +2,218+22.0% | 加碼 |
| PDT Partners, LLC | 12,300 | $262.8 萬 | 0.16% | +12,300 | 新進 |
| Parisi Gray Wealth Management | 12,336 | $263.6 萬 | 0.63% | +3,428+38.5% | 加碼 |
| Werba Rubin Papier Wealth Management | 12,389 | $264.7 萬 | 0.37% | +10,698+632.6% | 加碼 |
| Geneva Partners, LLC | 12,398 | $264.9 萬 | 1.27% | +12,398 | 新進 |
| Peregrine Asset Advisers, Inc. | 12,470 | $266.4 萬 | 0.72% | +12,470 | 新進 |
| Cumberland Partners Ltd | 12,500 | $267.1 萬 | 0.20% | +12,500 | 新進 |
| Reflection Asset Management | 12,541 | $268.0 萬 | 1.64% | −1,761−12.3% | 減碼 |
| Security National Bank of Sioux City Iowa | 12,594 | $269.1 萬 | 1.59% | −1,387−9.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 12,663 | $270.6 萬 | 0.15% | +1,183+10.3% | 加碼 |
| KCM Investment Advisors LLC | 12,723 | $271.8 萬 | 0.09% | +859+7.2% | 加碼 |
| Myriad Asset Management Advisors LLC | 12,832 | $274.5 萬 | 0.81% | +72+0.6% | 加碼 |
| VMS Asset Management Limited | 12,880 | $275.2 萬 | 1.68% | +12,880 | 新進 |
| Hilltop Holdings Inc. | 12,896 | $275.5 萬 | 0.25% | −14,089−52.2% | 減碼 |
| LOM Asset Management Ltd | 12,943 | $276.5 萬 | 0.79% | +816+6.7% | 加碼 |
| Verdence Capital Advisors LLC | 13,003 | $277.8 萬 | 0.16% | +1,591+13.9% | 加碼 |
| Nicolet Bankshares Inc | 12,920 | $280.3 萬 | 0.10% | +3,655+39.4% | 加碼 |
| Arete Wealth Advisors, LLC | 13,174 | $281.3 萬 | 0.21% | −10,316−43.9% | 減碼 |
| Cornerstone Planning, LLC | 13,167 | $281.6 萬 | 0.64% | +13,167 | 新進 |
| Regal Investment Advisors LLC | 13,192 | $281.9 萬 | 0.16% | +545+4.3% | 加碼 |
| Sovran Advisors, LLC | 10,944 | $282.2 萬 | 0.22% | +2,139+24.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 13,212 | $282.3 萬 | 0.07% | −1,239,465−98.9% | 減碼 |
| Perennial Advisors, LLC | 13,230 | $282.7 萬 | 0.48% | −2,305−14.8% | 減碼 |
| Quantitative Investment Management, LLC | 13,241 | $282.9 萬 | 0.29% | +13,241 | 新進 |
| Fort Point Capital Partners LLC | 13,272 | $283.9 萬 | 0.38% | −103−0.8% | 減碼 |
| Sig Brokerage, LP | 13,303 | $284.2 萬 | 0.80% | −4,701−26.1% | 減碼 |
| Oakworth Capital, Inc. | 13,310 | $284.4 萬 | 0.15% | 00.0% | 不變 |
| Alta Wealth Advisors LLC | 13,313 | $284.4 萬 | 0.92% | +150+1.1% | 加碼 |
| Florida Financial Advisors, LLC | 13,331 | $284.9 萬 | 0.68% | +1,955+17.2% | 加碼 |
| Resources Investment Advisors, LLC. | 13,375 | $285.8 萬 | 0.03% | −1,874−12.3% | 減碼 |