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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 13,393 | $286.2 萬 | 0.10% | +4,569+51.8% | 加碼 |
| Abundance Wealth Counselors | 13,412 | $286.6 萬 | 0.41% | +1,214+10.0% | 加碼 |
| McDaniel Terry & Co | 13,500 | $288.4 萬 | 0.25% | 00.0% | 不變 |
| Destination Wealth Management | 13,511 | $288.7 萬 | 0.07% | +9,936+277.9% | 加碼 |
| KPP Advisory Services LLC | 13,520 | $288.9 萬 | 0.42% | −1,689−11.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 13,538 | $289.2 萬 | 0.09% | −3,100−18.6% | 減碼 |
| Argonautica Private Wealth Management, Inc | 13,541 | $289.3 萬 | 0.88% | −97−0.7% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 13,565 | $289.8 萬 | 2.44% | −2,905−17.6% | 減碼 |
| Arista Wealth Management, LLC | 13,580 | $290.2 萬 | 0.35% | −2,814−17.2% | 減碼 |
| TCG Advisory Services, LLC | 13,588 | $290.3 萬 | 0.07% | +218+1.6% | 加碼 |
| RMB Capital Management, LLC | 13,609 | $291.1 萬 | 0.05% | +439+3.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 13,790 | $294.6 萬 | 0.17% | −972−6.6% | 減碼 |
| Accent Capital Management, LLC | 13,907 | $297.5 萬 | 1.44% | −126−0.9% | 減碼 |
| Capula Management Ltd | 13,964 | $298.4 萬 | 0.03% | +13,964 | 新進 |
| Y.D. More Investments Ltd | 14,023 | $299.6 萬 | 0.12% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 14,036 | $299.9 萬 | 0.02% | −5,115−26.7% | 減碼 |
| Optimize Financial Inc | 14,058 | $300.4 萬 | 1.48% | +14,058 | 新進 |
| Milestone Asset Management, LLC | 14,104 | $301.3 萬 | 0.56% | −1,942−12.1% | 減碼 |
| Fulcrum Asset Management LLP | 15,104 | $302.0 萬 | 0.46% | +8,108+115.9% | 加碼 |
| Goldstream Capital Management Ltd | 14,145 | $302.2 萬 | 4.50% | −3,763−21.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 14,150 | $302.3 萬 | 0.10% | −670−4.5% | 減碼 |
| Northwest & Ethical Investments L.P. | 14,047 | $302.5 萬 | 0.07% | −6,614−32.0% | 減碼 |
| Americana Partners, LLC | 14,160 | $302.5 萬 | 0.08% | +5,969+72.9% | 加碼 |
| Snowwater Investment Partners, LLC | 14,184 | $303.4 萬 | 2.86% | −448−3.1% | 減碼 |
| Trust Asset Management LLC | 14,328 | $306.1 萬 | 0.22% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 14,332 | $306.2 萬 | 0.09% | −12,662−46.9% | 減碼 |
| National Wealth Management Group, LLC | 14,402 | $307.7 萬 | 1.15% | −143−1.0% | 減碼 |
| Kirtland Hills Capital Management, LLC | 11,613 | $307.7 萬 | 0.98% | +196+1.7% | 加碼 |
| KRS Capital Management, LLC | 14,441 | $308.5 萬 | 1.89% | −34−0.2% | 減碼 |
| Abc Arbitrage SA | 14,469 | $309.1 萬 | 0.41% | +14,469 | 新進 |
| Mattson Financial Services, LLC | 14,519 | $310.2 萬 | 0.74% | −2,462−14.5% | 減碼 |
| Winslow Capital Management, LLC | 14,589 | $311.7 萬 | 0.01% | −7,381−33.6% | 減碼 |
| Prudent Man Advisors, LLC | 14,598 | $311.9 萬 | 0.93% | +3,485+31.4% | 加碼 |
| Cypress Capital, LLC | 14,617 | $312.3 萬 | 0.89% | −279−1.9% | 減碼 |
| Dara Capital US, Inc. | 14,623 | $312.4 萬 | 2.96% | +560+4.0% | 加碼 |
| Checchi Capital Advisers, LLC | 14,690 | $313.9 萬 | 0.22% | +800+5.8% | 加碼 |
| Gold Investment Management Ltd. | 14,736 | $314.8 萬 | 0.98% | 00.0% | 不變 |
| Howard Capital Management Inc. | 14,857 | $317.4 萬 | 0.05% | −20,556−58.0% | 減碼 |
| Sagespring Wealth Partners, LLC | 14,885 | $318.0 萬 | 0.06% | +1,099+8.0% | 加碼 |
| Trust Co of Oklahoma | 14,887 | $318.1 萬 | 0.93% | −540−3.5% | 減碼 |
| Capstone Wealth Management Group LLC | 14,907 | $318.5 萬 | 1.96% | −1,316−8.1% | 減碼 |
| Graham Capital Management, L.P. | 14,958 | $319.6 萬 | 0.11% | +14,958 | 新進 |
| Cohen Klingenstein LLC | 15,000 | $320.5 萬 | 0.10% | 00.0% | 不變 |
| Smithfield Trust Co | 14,990 | $320.6 萬 | 0.14% | −900−5.7% | 減碼 |
| Equitable Holdings, Inc. | 18,701 | $320.8 萬 | 0.02% | −95−0.5% | 減碼 |
| Precision Wealth Strategies, LLC | 15,082 | $322.2 萬 | 1.07% | +15,082 | 新進 |
| Fidelis Capital Partners, LLC | 15,270 | $326.3 萬 | 0.23% | +490+3.3% | 加碼 |
| Middleton & Co Inc | 15,431 | $329.7 萬 | 0.38% | −725−4.5% | 減碼 |
| PCM Encore, LLC | 15,451 | $330.1 萬 | 0.68% | +394+2.6% | 加碼 |
| Snowden Capital Advisors LLC | 15,432 | $330.1 萬 | 0.09% | +450+3.0% | 加碼 |
| Coastwise Capital Group, LLC | 15,475 | $330.6 萬 | 1.84% | +475+3.2% | 加碼 |
| Glen Eagle Advisors, LLC | 15,499 | $331.1 萬 | 0.46% | −538−3.4% | 減碼 |
| MBM Wealth Consultants, LLC | 15,526 | $331.7 萬 | 0.76% | −48−0.3% | 減碼 |
| Stokes Family Office, LLC | 15,576 | $332.8 萬 | 0.34% | −230−1.5% | 減碼 |
| Formuepleje A/S | 15,640 | $334.2 萬 | 0.30% | +15,640 | 新進 |
| Donoghue Forlines LLC | 15,709 | $335.6 萬 | 0.93% | +313+2.0% | 加碼 |
| Perpetual Ltd | 15,859 | $338.8 萬 | 0.05% | −2,757−14.8% | 減碼 |
| RFG Advisory, LLC | 15,937 | $340.5 萬 | 0.06% | −3,747−19.0% | 減碼 |
| Goelzer Investment Management, Inc. | 15,953 | $340.9 萬 | 0.16% | −111−0.7% | 減碼 |
| Tradition Wealth Management, LLC | 15,998 | $341.8 萬 | 0.24% | −902−5.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 16,009 | $342.1 萬 | 0.04% | +3,722+30.3% | 加碼 |
| Wealth Alliance | 16,055 | $343.0 萬 | 0.34% | +846+5.6% | 加碼 |
| Baader Bank INC | 16,530 | $343.5 萬 | 0.34% | +9,126+123.3% | 加碼 |
| Simplex Trading, LLC | 16,078 | $343.5 萬 | 0.11% | −19,682−55.0% | 減碼 |
| True North Advisors, LLC | 16,101 | $344.0 萬 | 0.39% | −4,422−21.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 16,327 | $348.8 萬 | 0.24% | −4,557−21.8% | 減碼 |
| Meridian Wealth Management, LLC | 16,355 | $349.4 萬 | 0.12% | +294+1.8% | 加碼 |
| Fiduciary Family Office, LLC | 16,399 | $350.4 萬 | 1.00% | −157−0.9% | 減碼 |
| Oak Grove Capital LLC | 16,400 | $350.4 萬 | 0.60% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 16,430 | $351.0 萬 | 0.48% | −500−3.0% | 減碼 |
| Clifford Swan Investment Counsel LLC | 16,540 | $353.4 萬 | 0.12% | −137−0.8% | 減碼 |
| Monument Capital Management | 16,549 | $353.6 萬 | 0.89% | +146+0.9% | 加碼 |
| Salomon & Ludwin, LLC | 16,189 | $353.6 萬 | 0.32% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 16,564 | $353.9 萬 | 0.43% | −25−0.2% | 減碼 |
| Twin Capital Management Inc | 16,606 | $354.8 萬 | 0.46% | +8,407+102.5% | 加碼 |
| Jacobi Capital Management LLC | 16,647 | $355.7 萬 | 0.20% | −80−0.5% | 減碼 |
| KLCM Advisors, Inc. | 16,663 | $356.0 萬 | 0.31% | +1,646+11.0% | 加碼 |
| Huntleigh Advisors, Inc. | 16,712 | $357.1 萬 | 0.61% | +4,577+37.7% | 加碼 |
| 3Chopt Investment Partners, LLC | 16,701 | $357.3 萬 | 0.82% | +302+1.8% | 加碼 |
| Atlas Capital Advisors LLC | 16,730 | $357.5 萬 | 0.41% | −3,474−17.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 16,739 | $358.0 萬 | 0.09% | +3,901+30.4% | 加碼 |
| Frank, Rimerman Advisors LLC | 16,802 | $359.0 萬 | 0.24% | +13+0.1% | 加碼 |
| IFP Advisors, Inc | 16,858 | $360.2 萬 | 0.07% | −157−0.9% | 減碼 |
| National Asset Management, Inc. | 18,062 | $361.1 萬 | 0.23% | −56,256−75.7% | 減碼 |
| Lighthouse Financial Services Inc | 13,281 | $361.8 萬 | 0.82% | −445−3.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 17,102 | $365.9 萬 | 0.10% | −2,227−11.5% | 減碼 |
| Concord Asset Management, LLC | 17,131 | $366.0 萬 | 0.62% | +243+1.4% | 加碼 |
| BankPlus Trust Department | 17,143 | $366.3 萬 | 0.98% | −3,805−18.2% | 減碼 |
| Atomi Financial Group, Inc. | 17,153 | $366.5 萬 | 0.11% | +1,529+9.8% | 加碼 |
| Kane Investment Management, Inc. | 17,149 | $366.9 萬 | 1.89% | −19−0.1% | 減碼 |
| Cache Advisors, LLC | 17,178 | $367.0 萬 | 0.42% | +5,928+52.7% | 加碼 |
| Paragon Advisors, LLC | 17,214 | $367.8 萬 | 0.99% | +17,214 | 新進 |
| Concord Wealth Partners | 17,281 | $369.2 萬 | 0.48% | +206+1.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 17,310 | $369.8 萬 | 1.26% | +9,551+123.1% | 加碼 |
| Howard Hughes Medical Institute | 17,396 | $371.7 萬 | 0.89% | +17,126+6,343.0% | 加碼 |
| Cloverfields Capital Group, LP | 17,407 | $371.9 萬 | 1.20% | −3,358−16.2% | 減碼 |
| Altman Advisors, Inc. | 17,408 | $371.9 萬 | 1.54% | +250+1.5% | 加碼 |
| Torrey Growth & Income Advisors | 17,900 | $373.0 萬 | 1.57% | −1,000−5.3% | 減碼 |
| Evergreen Capital Management LLC | 17,468 | $373.6 萬 | 0.08% | +686+4.1% | 加碼 |
| Fulton Bank, N.A. | 17,519 | $374.3 萬 | 0.13% | +162+0.9% | 加碼 |