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、6 筆賣出；2026 年第 2 季末有 3,142 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 17,564 | $375.3 萬 | 1.17% | −990−5.3% | 減碼 |
| Archford Capital Strategies, LLC | 17,711 | $378.4 萬 | 0.43% | +3,950+28.7% | 加碼 |
| Kuhn & Co Investment Counsel | 17,725 | $378.7 萬 | 2.44% | −1,466−7.6% | 減碼 |
| Encompass Wealth Advisors, LLC | 17,818 | $380.7 萬 | 1.32% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 17,830 | $381.0 萬 | 0.95% | −22−0.1% | 減碼 |
| Ostrum Asset Management | 17,874 | $381.9 萬 | 0.21% | −6,122−25.5% | 減碼 |
| AMF Pensionsforsakring AB | 17,916 | $382.8 萬 | 0.03% | 00.0% | 不變 |
| Marietta Investment Partners LLC | 17,974 | $384.0 萬 | 0.77% | +1,182+7.0% | 加碼 |
| Trust Co of Toledo NA | 17,975 | $384.1 萬 | 0.36% | −1,645−8.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 18,015 | $384.9 萬 | 0.94% | −1,874−9.4% | 減碼 |
| TIAA Wealth Investment Management LLC | 18,058 | $385.8 萬 | 0.03% | +18,058 | 新進 |
| Strengthening Families & Communities, LLC | 18,075 | $386.2 萬 | 0.96% | +18,075 | 新進 |
| Alternative Investment Advisors, LLC. | 18,176 | $388.4 萬 | 1.72% | −1,513−7.7% | 減碼 |
| Wedbush Securities Inc | 18,192 | $388.7 萬 | 0.11% | −552−2.9% | 減碼 |
| Davenport & Co LLC | 18,263 | $390.2 萬 | 0.02% | −2,178−10.7% | 減碼 |
| Patton Fund Management, Inc. | 18,274 | $390.4 萬 | 0.66% | −33,161−64.5% | 減碼 |
| DGS Capital Management, LLC | 18,283 | $390.6 萬 | 0.64% | +836+4.8% | 加碼 |
| Weatherly Asset Management L. P. | 18,275 | $390.9 萬 | 0.32% | −1,387−7.1% | 減碼 |
| Paradigm Asset Management Co LLC | 18,300 | $391.0 萬 | 0.92% | 00.0% | 不變 |
| Grimes & Company, Inc. | 18,421 | $393.6 萬 | 0.11% | +6,445+53.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,470 | $394.6 萬 | 0.31% | +2,300+14.2% | 加碼 |
| Farmers & Merchants Investments Inc | 18,505 | $395.4 萬 | 0.11% | +1,985+12.0% | 加碼 |
| Accurate Wealth Management, LLC | 15,031 | $395.8 萬 | 0.48% | −492−3.2% | 減碼 |
| Integrated Advisors Network LLC | 18,538 | $396.1 萬 | 0.21% | +5,948+47.2% | 加碼 |
| LCNB Corp | 18,609 | $397.6 萬 | 1.34% | −1,470−7.3% | 減碼 |
| Qtron Investments LLC | 18,629 | $398.0 萬 | 0.54% | +50.0% | 加碼 |
| Trustmark National Bank Trust Department | 18,706 | $399.7 萬 | 0.26% | −65−0.3% | 減碼 |
| Totem Point Management, LLC | 18,747 | $400.5 萬 | 5.11% | +18,747 | 新進 |
| Bridgeway Capital Management, LLC | 18,800 | $401.7 萬 | 0.08% | 00.0% | 不變 |
| Frec Markets, Inc. | 18,824 | $402.2 萬 | 0.68% | +3,618+23.8% | 加碼 |
| Ronald Blue Trust, Inc. | 18,838 | $402.5 萬 | 0.05% | +1,282+7.3% | 加碼 |
| Parkway Wealth Management Group, LLC | 15,557 | $402.6 萬 | 0.51% | +733+4.9% | 加碼 |
| Tocqueville Asset Management L.P. | 18,885 | $403.5 萬 | 0.06% | +13+0.1% | 加碼 |
| Regions Financial Corp | 18,897 | $403.8 萬 | 0.03% | −1,181−5.9% | 減碼 |
| Invera Wealth Advisors, LLC | 18,904 | $403.9 萬 | 2.59% | −1,100−5.5% | 減碼 |
| Nomura Asset Management International Inc. | 18,919 | $404.2 萬 | 0.01% | +687+3.8% | 加碼 |
| Eads & Heald Wealth Management | 18,937 | $404.6 萬 | 2.02% | −4,051−17.6% | 減碼 |
| Magnus Financial Group LLC | 18,947 | $404.8 萬 | 0.33% | −3,942−17.2% | 減碼 |
| Leelyn Smith, LLC | 18,947 | $404.8 萬 | 0.57% | −363−1.9% | 減碼 |
| Matisse Capital | 19,130 | $408.7 萬 | 1.75% | +393+2.1% | 加碼 |
| Circle Wealth Management, LLC | 19,329 | $413.0 萬 | 0.06% | −4,585−19.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 19,446 | $415.5 萬 | 0.44% | −5,378−21.7% | 減碼 |
| Change Path, LLC | 19,492 | $416.5 萬 | 0.10% | −2,480−11.3% | 減碼 |
| PFG Advisors | 19,559 | $417.9 萬 | 0.20% | −5,190−21.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 19,563 | $418.0 萬 | 0.30% | −1,475−7.0% | 減碼 |
| J. Stern & Co. LLP | 19,664 | $420.1 萬 | 0.41% | −3,439,713−99.4% | 減碼 |
| Icon Wealth Advisors, LLC | 16,911 | $420.7 萬 | 0.27% | −638−3.6% | 減碼 |
| Anson Funds Management LP | 19,750 | $422.0 萬 | 0.56% | +19,750 | 新進 |
| Sowell Financial Services LLC | 19,790 | $422.8 萬 | 0.16% | +426+2.2% | 加碼 |
| Westpac Banking Corp | 19,945 | $426.1 萬 | 0.30% | −7,047−26.1% | 減碼 |
| Advisory Research Inc | 19,951 | $426.3 萬 | 0.52% | −8,155−29.0% | 減碼 |
| Viking Fund Management LLC | 20,000 | $427.3 萬 | 0.44% | −20,000−50.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 20,159 | $430.7 萬 | 0.29% | +337+1.7% | 加碼 |
| Wedmont Private Capital | 17,485 | $431.0 萬 | 0.14% | −8,522−32.8% | 減碼 |
| Albert D Mason Inc | 20,501 | $438.0 萬 | 2.84% | +49+0.2% | 加碼 |
| Ascent Group, LLC | 20,566 | $439.4 萬 | 0.15% | −2,802−12.0% | 減碼 |
| Wakefield Asset Management LLLP | 20,580 | $439.7 萬 | 1.17% | −6,803−24.8% | 減碼 |
| Benchmark Investment Advisors LLC | 20,589 | $439.9 萬 | 2.56% | +20,589 | 新進 |
| Parallel Advisors, LLC | 20,591 | $440.0 萬 | 0.08% | +1,461+7.6% | 加碼 |
| Gradient Capital Advisors, LLC | 20,607 | $440.3 萬 | 1.14% | −750−3.5% | 減碼 |
| Central Trust Co | 20,690 | $442.1 萬 | 0.09% | −1,200−5.5% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 20,695 | $442.2 萬 | 0.53% | +537+2.7% | 加碼 |
| Leuthold Group, LLC | 20,757 | $443.5 萬 | 0.47% | +20,757 | 新進 |
| CoreCap Advisors, LLC | 20,867 | $445.8 萬 | 0.15% | −5,724−21.5% | 減碼 |
| Private Advisory Group LLC | 20,928 | $447.1 萬 | 0.31% | +3,182+17.9% | 加碼 |
| Keudell/Morrison Wealth Management | 20,933 | $447.3 萬 | 0.91% | +180+0.9% | 加碼 |
| Pensionmark Financial Group, LLC | 21,055 | $449.8 萬 | 0.07% | +4,847+29.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 21,116 | $451.2 萬 | 0.37% | +1,870+9.7% | 加碼 |
| Silvant Capital Management LLC | 21,127 | $451.4 萬 | 0.16% | −3,922−15.7% | 減碼 |
| Aaron Wealth Advisors | 21,153 | $452.0 萬 | 0.26% | −5,285−20.0% | 減碼 |
| Western Financial Corp | 21,159 | $452.1 萬 | 1.77% | +13,851+189.5% | 加碼 |
| Compass Capital Corp | 15,957 | $453.5 萬 | 1.62% | −3,611−18.5% | 減碼 |
| Chicago Partners Investment Group LLC | 17,107 | $454.3 萬 | 0.10% | +171+1.0% | 加碼 |
| Buckhead Capital Management LLC | 21,340 | $456.0 萬 | 1.72% | −990−4.4% | 減碼 |
| Liontrust Investment Partners LLP | 21,373 | $456.7 萬 | 0.08% | −16,178−43.1% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 21,417 | $457.6 萬 | 0.16% | −31,348−59.4% | 減碼 |
| Cary Street Partners Financial LLC | 21,420 | $457.7 萬 | 0.11% | −2,094−8.9% | 減碼 |
| IHT Wealth Management, LLC | 21,422 | $457.7 萬 | 0.11% | −885−4.0% | 減碼 |
| Platform Technology Partners | 21,477 | $458.9 萬 | 0.89% | +217+1.0% | 加碼 |
| Ellsworth Advisors, LLC | 21,496 | $459.3 萬 | 0.86% | −1,463−6.4% | 減碼 |
| Winton Group Ltd | 21,628 | $462.1 萬 | 0.16% | +21,628 | 新進 |
| Marble Harbor Investment Counsel, LLC | 21,700 | $463.6 萬 | 0.50% | −1,400−6.1% | 減碼 |
| Socorro Asset Management LP | 21,809 | $466.0 萬 | 2.11% | −20,735−48.7% | 減碼 |
| Independent Financial Group, LLC | 21,888 | $467.7 萬 | 0.10% | +2,387+12.2% | 加碼 |
| Linden Thomas Advisory Services, LLC | 21,941 | $468.8 萬 | 0.45% | −20,484−48.3% | 減碼 |
| Sigma Planning Corp | 21,973 | $469.5 萬 | 0.13% | −4,260−16.2% | 減碼 |
| Phraction Management LLC | 21,974 | $469.5 萬 | 1.22% | −500−2.2% | 減碼 |
| Joseph Group Capital Management | 21,994 | $469.9 萬 | 1.17% | −23,507−51.7% | 減碼 |
| Morse Asset Management, Inc | 22,010 | $470.3 萬 | 0.98% | +880+4.2% | 加碼 |
| Camden Capital, LLC | 22,011 | $470.3 萬 | 0.31% | +1,103+5.3% | 加碼 |
| Highland Capital Management, LLC | 22,057 | $471.3 萬 | 0.25% | +7,121+47.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 22,117 | $472.5 萬 | 0.28% | −262−1.2% | 減碼 |
| Syon Capital LLC | 22,180 | $473.9 萬 | 0.24% | −2,088−8.6% | 減碼 |
| Moors & Cabot, Inc. | 22,186 | $474.0 萬 | 0.20% | −1,617−6.8% | 減碼 |
| ABN AMRO Bank N.V. | 22,530 | $483.3 萬 | 0.05% | +1,043+4.9% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 22,640 | $483.7 萬 | 1.43% | −1,926−7.8% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 28,297 | $484.4 萬 | 0.44% | +2,250+8.6% | 加碼 |
| MWA Asset Management | 22,679 | $484.6 萬 | 2.65% | −5,224−18.7% | 減碼 |
| Harfst & Associates, Inc. | 22,703 | $485.1 萬 | 0.87% | −1,203−5.0% | 減碼 |
| Dakota Wealth Management | 22,733 | $485.7 萬 | 0.11% | −5,998−20.9% | 減碼 |