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 |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 22,750 | $486.1 萬 | 4.17% | +22,750 | 新進 |
| WealthShield Partners, LLC | 22,789 | $486.9 萬 | 0.54% | −4,425−16.3% | 減碼 |
| Johnson Investment Counsel Inc | 22,970 | $490.8 萬 | 0.04% | +6,713+41.3% | 加碼 |
| TCW Group Inc | 23,356 | $499.0 萬 | 0.04% | +3,611+18.3% | 加碼 |
| Cornerstone Select Advisors, LLC | 23,427 | $500.5 萬 | 3.13% | +520+2.3% | 加碼 |
| LGT Fund Management Co Ltd. | 23,455 | $501.1 萬 | 0.22% | −1,905−7.5% | 減碼 |
| Three Seasons Wealth, LLC | 23,704 | $507.0 萬 | 1.94% | +2,608+12.4% | 加碼 |
| Buckingham Strategic Partners | 23,853 | $509.4 萬 | 0.05% | +4,946+26.2% | 加碼 |
| Bay Rivers Group | 23,948 | $511.7 萬 | 2.13% | −670−2.7% | 減碼 |
| Armistice Capital, LLC | 23,952 | $511.8 萬 | 0.17% | +23,952 | 新進 |
| Loup Funds, LLC | 23,963 | $512.0 萬 | 3.24% | −5,859−19.6% | 減碼 |
| Noesis Capital Mangement Corp | 24,007 | $512.9 萬 | 0.76% | +4,884+25.5% | 加碼 |
| Groesbeck Investment Management Corp | 24,083 | $514.6 萬 | 10.02% | −1,087−4.3% | 減碼 |
| BNP Paribas | 25,370 | $519.4 萬 | 0.17% | +18,510+269.8% | 加碼 |
| Nicholas Investment Partners, LP | 24,537 | $524.3 萬 | 0.38% | +12,993+112.6% | 加碼 |
| Decision Investments, Inc | 24,559 | $524.7 萬 | 5.97% | −1,299−5.0% | 減碼 |
| Guardian Capital LP | 24,593 | $525.5 萬 | 0.14% | +22,934+1,382.4% | 加碼 |
| New Age Alpha Advisors, LLC | 24,809 | $530.1 萬 | 0.25% | +15,758+174.1% | 加碼 |
| Occudo Quantitative Strategies LP | 20,559 | $530.1 萬 | 0.29% | +20,559 | 新進 |
| Hel Ved Capital Management Ltd | 24,844 | $530.8 萬 | 0.92% | −2,430−8.9% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 24,941 | $532.9 萬 | 0.63% | −2,444−8.9% | 減碼 |
| Needham Investment Management LLC | 25,000 | $534.1 萬 | 0.27% | 00.0% | 不變 |
| Aspetuck Financial Management LLC | 25,114 | $536.6 萬 | 3.68% | +40.0% | 加碼 |
| Secure Asset Management, LLC | 25,117 | $536.7 萬 | 0.85% | −6,887−21.5% | 減碼 |
| Chilton Investment Co LLC | 25,380 | $542.3 萬 | 0.13% | +16,160+175.3% | 加碼 |
| Pinnacle Financial Partners, Inc. | 25,385 | $542.4 萬 | 0.04% | +4,821+23.4% | 加碼 |
| Marshall Financial Group LLC | 25,388 | $542.4 萬 | 0.87% | −547−2.1% | 減碼 |
| Emmett Investment Management, LP | 24,460 | $543.0 萬 | 4.15% | +910+3.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 25,461 | $544.0 萬 | 0.07% | −5,715−18.3% | 減碼 |
| Level Four Advisory Services, LLC | 25,489 | $544.6 萬 | 0.18% | −32,396−56.0% | 減碼 |
| Night Squared LP | 25,597 | $546.9 萬 | 0.80% | +12,501+95.5% | 加碼 |
| Shoker Investment Counsel, Inc. | 25,621 | $547.4 萬 | 1.63% | −7,980−23.7% | 減碼 |
| Resources Management Corp | 25,634 | $547.7 萬 | 0.73% | −2,018−7.3% | 減碼 |
| Wood Tarver Financial Group, LLC | 25,661 | $548.2 萬 | 1.51% | 00.0% | 不變 |
| Savant Capital, LLC | 25,696 | $549.0 萬 | 0.03% | −313−1.2% | 減碼 |
| Yarbrough Capital, LLC | 25,732 | $549.8 萬 | 0.19% | 00.0% | 不變 |
| AssuredPartners Investment Advisors, LLC | 24,980 | $551.2 萬 | 0.60% | +24,980 | 新進 |
| Heritage Trust Co | 25,911 | $553.6 萬 | 0.56% | +1,501+6.1% | 加碼 |
| Range Financial Group LLC | 25,938 | $554.2 萬 | 1.86% | +849+3.4% | 加碼 |
| L2 Asset Management, LLC | 26,025 | $556.1 萬 | 0.53% | −1,901−6.8% | 減碼 |
| Guinness Atkinson Asset Management Inc | 26,038 | $556.3 萬 | 2.78% | −15,121−36.7% | 減碼 |
| Asio Capital, LLC | 26,229 | $560.4 萬 | 0.79% | −13,783−34.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,467 | $565.5 萬 | 0.39% | −3,393−11.4% | 減碼 |
| E&G Advisors, LP | 26,554 | $567.4 萬 | 1.26% | −170−0.6% | 減碼 |
| SevenBridge Financial Group, LLC | 21,513 | $571.3 萬 | 0.89% | −210−1.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 26,815 | $572.9 萬 | 0.28% | +1,197+4.7% | 加碼 |
| Axxcess Wealth Management, LLC | 26,857 | $573.8 萬 | 0.18% | −5,950−18.1% | 減碼 |
| Conning Inc. | 26,865 | $574.0 萬 | 0.19% | −7,158−21.0% | 減碼 |
| Bryn Mawr Trust Co | 26,943 | $575.7 萬 | 0.14% | −383−1.4% | 減碼 |
| Martin Capital Advisors, LLP | 27,208 | $581.3 萬 | 3.67% | −1,684−5.8% | 減碼 |
| Community Bank, N.A. | 27,336 | $584.1 萬 | 0.70% | −3,950−12.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 27,342 | $584.2 萬 | 0.07% | +12,148+80.0% | 加碼 |
| Cresset Asset Management, LLC | 27,447 | $587.0 萬 | 0.03% | +5,956+27.7% | 加碼 |
| one8zero8, LLC | 27,540 | $588.4 萬 | 1.31% | 00.0% | 不變 |
| Brighton Jones LLC | 27,624 | $590.4 萬 | 0.13% | +27,624 | 新進 |
| Foster & Motley Inc | 27,734 | $592.6 萬 | 0.31% | −1,539−5.3% | 減碼 |
| Brown Brothers Harriman & Co | 28,050 | $599.3 萬 | 0.03% | +7,103+33.9% | 加碼 |
| Pinnbrook Capital Management LP | 28,100 | $600.4 萬 | 4.90% | +28,100 | 新進 |
| Matthews International Capital Management LLC | 28,135 | $601.1 萬 | 2.44% | +6,030+27.3% | 加碼 |
| CX Institutional | 28,214 | $602.8 萬 | 0.18% | −1,679−5.6% | 減碼 |
| Green Alpha Advisors, LLC | 28,386 | $606.5 萬 | 5.97% | −180−0.6% | 減碼 |
| Empower Advisory Group, LLC | 28,483 | $608.6 萬 | 0.02% | −128−0.4% | 減碼 |
| Leavell Investment Management, Inc. | 28,449 | $608.6 萬 | 0.25% | +964+3.5% | 加碼 |
| 180 Wealth Advisors, LLC | 28,490 | $608.7 萬 | 0.69% | +15+0.1% | 加碼 |
| Polar Asset Management Partners Inc. | 28,548 | $610.0 萬 | 0.14% | −59,191−67.5% | 減碼 |
| Azzad Asset Management Inc | 28,790 | $615.1 萬 | 0.62% | −23,713−45.2% | 減碼 |
| Warren Averett Asset Management, LLC | 28,820 | $615.8 萬 | 0.05% | +5,617+24.2% | 加碼 |
| Triasima Portfolio Management inc. | 28,863 | $616.7 萬 | 0.93% | +3,110+12.1% | 加碼 |
| Quantbot Technologies LP | 28,996 | $619.5 萬 | 0.25% | +28,992+724,800.0% | 加碼 |
| Romano Brothers and Company | 29,060 | $620.9 萬 | 0.71% | −275−0.9% | 減碼 |
| FourThought Financial Partners, LLC | 29,343 | $626.9 萬 | 0.54% | −1,029−3.4% | 減碼 |
| Camarda Financial Advisors, LLC | 29,417 | $628.5 萬 | 3.31% | −10,089−25.5% | 減碼 |
| Kovack Advisors, Inc. | 29,125 | $629.1 萬 | 0.34% | −1,897−6.1% | 減碼 |
| Probity Advisors, Inc. | 29,620 | $632.9 萬 | 1.00% | −2,811−8.7% | 減碼 |
| Hillsdale Investment Management Inc. | 29,660 | $633.7 萬 | 0.17% | +7,920+36.4% | 加碼 |
| Mission Wealth Management, LP | 29,740 | $635.4 萬 | 0.13% | −9,402−24.0% | 減碼 |
| Boston Private Wealth LLC | 29,754 | $635.7 萬 | 0.42% | +2,743+10.2% | 加碼 |
| Stephens Inc | 29,760 | $635.9 萬 | 0.08% | +2,134+7.7% | 加碼 |
| LSV Asset Management | 29,905 | $639.0 萬 | 0.01% | −81,599−73.2% | 減碼 |
| Point72 Asset Management, L.P. | 29,913 | $639.1 萬 | 0.01% | −66,102−68.8% | 減碼 |
| Sciencast Management LP | 29,931 | $639.5 萬 | 0.81% | +28,615+2,174.4% | 加碼 |
| Fortem Financial Group, LLC | 29,955 | $640.0 萬 | 1.61% | −1,745−5.5% | 減碼 |
| Alight Capital Management LP | 30,000 | $641.0 萬 | 1.86% | −20,000−40.0% | 減碼 |
| Tiptree Advisors, LLC | 30,000 | $641.0 萬 | 3.72% | +30,000 | 新進 |
| Morningstar Investment Management LLC | 30,005 | $641.1 萬 | 0.40% | −5,115−14.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 30,101 | $643.2 萬 | 0.02% | +2,956+10.9% | 加碼 |
| First American Trust, FSB | 30,271 | $646.8 萬 | 0.44% | −105−0.3% | 減碼 |
| Childress Capital Advisors, LLC | 30,370 | $648.9 萬 | 1.17% | −2,553−7.8% | 減碼 |
| Montag A & Associates Inc | 30,402 | $650.2 萬 | 0.30% | +1,224+4.2% | 加碼 |
| Mainstay Capital Management LLC | 30,596 | $653.7 萬 | 0.50% | +450+1.5% | 加碼 |
| Smartleaf Asset Management LLC | 32,736 | $654.5 萬 | 0.24% | +101+0.3% | 加碼 |
| Ravenswood Partners LP | 30,741 | $656.8 萬 | 2.43% | −26,359−46.2% | 減碼 |
| Oak Thistle LLC | 30,749 | $657.0 萬 | 0.64% | +30,749 | 新進 |
| Moore Capital Management, LP | 30,827 | $658.6 萬 | 0.24% | −28,598−48.1% | 減碼 |
| First Business Financial Services, Inc. | 30,841 | $658.9 萬 | 0.59% | +3,982+14.8% | 加碼 |
| DSG Capital Advisors, LLC | 30,890 | $660.0 萬 | 1.06% | −961−3.0% | 減碼 |
| Proficio Capital Partners LLC | 30,941 | $661.1 萬 | 0.35% | −1,001−3.1% | 減碼 |
| Brookstone Capital Management | 31,034 | $663.1 萬 | 0.08% | +10,150+48.6% | 加碼 |
| Westhampton Capital, LLC | 31,072 | $663.9 萬 | 3.10% | −3,032−8.9% | 減碼 |
| Tema ETFs LLC | 31,139 | $665.3 萬 | 0.45% | −2,990−8.8% | 減碼 |