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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 31,214 | $666.9 萬 | 0.87% | −1,842−5.6% | 減碼 |
| Everence Capital Management Inc | 31,227 | $667.2 萬 | 0.41% | +2,337+8.1% | 加碼 |
| NWK Group, Inc. | 31,248 | $667.6 萬 | 2.56% | −57−0.2% | 減碼 |
| MV Capital Management, Inc. | 31,319 | $669.2 萬 | 0.66% | −2,035−6.1% | 減碼 |
| Chicago Trust Co NA | 31,486 | $672.7 萬 | 1.08% | −1,636−4.9% | 減碼 |
| Simplicity Wealth,LLC | 31,546 | $674.0 萬 | 0.38% | +557+1.8% | 加碼 |
| Axecap Investments, LLC | 31,553 | $674.2 萬 | 4.64% | −15,035−32.3% | 減碼 |
| Precedent Wealth Partners, LLC | 31,715 | $677.6 萬 | 1.36% | −396−1.2% | 減碼 |
| Commonwealth Retirement Investments LLC | 31,746 | $678.3 萬 | 2.10% | −745−2.3% | 減碼 |
| Spear Advisors LLC | 31,887 | $681.3 萬 | 5.07% | +31,887 | 新進 |
| BDF-Gestion | 31,962 | $682.9 萬 | 0.92% | +7,264+29.4% | 加碼 |
| Signaturefd, LLC | 31,988 | $683.5 萬 | 0.10% | +1,298+4.2% | 加碼 |
| American Trust Investment Advisors, LLC | 32,133 | $686.6 萬 | 3.79% | −15,011−31.8% | 減碼 |
| Laurion Capital Management LP | 32,396 | $692.2 萬 | 0.65% | +32,396 | 新進 |
| Webster Bank, N. A. | 32,591 | $696.3 萬 | 0.66% | +497+1.5% | 加碼 |
| Bokf, NA | 32,659 | $697.8 萬 | 0.11% | −11,002−25.2% | 減碼 |
| We Are One Seven, LLC | 32,816 | $701.2 萬 | 0.14% | −381−1.1% | 減碼 |
| Primoris Wealth Advisors, LLC | 33,072 | $706.6 萬 | 4.95% | 00.0% | 不變 |
| Consolidated Capital Management, LLC | 33,115 | $707.5 萬 | 2.29% | +15,392+86.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $719.0 萬 | 0.49% | 00.0% | 不變 |
| Prevail Innovative Wealth Advisors, LLC | 33,817 | $722.5 萬 | 1.22% | +33,817 | 新進 |
| RSM US Wealth Management LLC | 33,551 | $723.6 萬 | 0.09% | +230+0.7% | 加碼 |
| Securian Asset Management, Inc | 33,877 | $723.8 萬 | 0.29% | −276−0.8% | 減碼 |
| Mather Group, LLC. | 34,226 | $731.3 萬 | 0.07% | −3,105−8.3% | 減碼 |
| Krilogy Financial LLC | 28,111 | $733.6 萬 | 0.24% | +4,584+19.5% | 加碼 |
| MUFG Securities Americas Inc. | 34,547 | $738.1 萬 | 0.48% | +709+2.1% | 加碼 |
| Cypress Capital Group | 34,573 | $738.7 萬 | 0.83% | −345−1.0% | 減碼 |
| Navellier & Associates Inc | 34,610 | $739.5 萬 | 0.77% | +100.0% | 加碼 |
| Mill Capital Management, LLC | 34,650 | $740.3 萬 | 0.56% | −500−1.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 34,807 | $743.7 萬 | 0.31% | −1,413−3.9% | 減碼 |
| Algert Global LLC | 34,965 | $747.1 萬 | 0.11% | −16,070−31.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 34,972 | $747.2 萬 | 0.47% | +12,175+53.4% | 加碼 |
| Princeton Global Asset Management LLC | 35,290 | $754.0 萬 | 1.23% | +869+2.5% | 加碼 |
| XTX Topco Ltd | 35,392 | $756.2 萬 | 0.13% | +24,741+232.3% | 加碼 |
| Callan Family Office, LLC | 35,615 | $760.9 萬 | 0.17% | −170.0% | 減碼 |
| Diversified Trust Co | 35,630 | $761.3 萬 | 0.14% | +718+2.1% | 加碼 |
| L & S Advisors Inc | 35,789 | $764.7 萬 | 0.96% | −19,477−35.2% | 減碼 |
| GAMMA Investing LLC | 35,837 | $765.7 萬 | 0.36% | +2,643+8.0% | 加碼 |
| Summit Financial, LLC | 35,956 | $769.1 萬 | 0.10% | +4,542+14.5% | 加碼 |
| Birchview Capital, LP | 36,000 | $769.2 萬 | 4.38% | −4,329−10.7% | 減碼 |
| Qsemble Capital Management, LP | 36,163 | $772.7 萬 | 0.59% | +33,765+1,408.0% | 加碼 |
| Acumen Wealth Advisors, LLC | 36,185 | $774.1 萬 | 2.08% | −14,866−29.1% | 減碼 |
| Brown Advisory Inc | 36,237 | $774.2 萬 | 0.01% | −183−0.5% | 減碼 |
| North Dakota State Investment Board | 36,382 | $777.3 萬 | 0.34% | −7,482−17.1% | 減碼 |
| Seizert Capital Partners, LLC | 36,594 | $781.9 萬 | 0.36% | −10,583−22.4% | 減碼 |
| Cornerstone Wealth Group, LLC | 30,282 | $782.4 萬 | 0.50% | −1,729−5.4% | 減碼 |
| Fred Alger Management, LLC | 36,639 | $783.7 萬 | 0.03% | −2,842−7.2% | 減碼 |
| Loomis Sayles & Co L P | 36,730 | $784.8 萬 | 0.01% | +27,324+290.5% | 加碼 |
| Cetera Trust Company, N.A | 36,760 | $785.4 萬 | 4.44% | −3,150−7.9% | 減碼 |
| Umpqua Bank | 37,073 | $792.1 萬 | 2.26% | −2,447−6.2% | 減碼 |
| Strategic Financial Services, Inc, | 37,146 | $793.7 萬 | 0.38% | −598−1.6% | 減碼 |
| Traynor Capital Management, Inc. | 39,741 | $794.5 萬 | 0.47% | +410+1.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 37,251 | $795.9 萬 | 1.47% | +19,326+107.8% | 加碼 |
| Monetary Management Group Inc | 37,290 | $796.7 萬 | 1.90% | −1,830−4.7% | 減碼 |
| Financial Advisory Service, Inc. | 37,347 | $798.0 萬 | 0.50% | −11,216−23.1% | 減碼 |
| Meeder Asset Management Inc | 37,383 | $798.7 萬 | 0.46% | +12,574+50.7% | 加碼 |
| Jackson Square Capital, LLC | 37,493 | $801.1 萬 | 1.68% | +11,002+41.5% | 加碼 |
| Synergy Financial Management, LLC | 37,656 | $804.6 萬 | 0.85% | −1,480−3.8% | 減碼 |
| Tyro Capital Management LLC | 37,862 | $809.0 萬 | 2.05% | +37,862 | 新進 |
| Blair William & Co | 38,085 | $813.7 萬 | 0.02% | −4,551−10.7% | 減碼 |
| Midwest Professional Planners, LTD. | 38,722 | $827.3 萬 | 1.95% | −15,868−29.1% | 減碼 |
| Charter Trust Co | 39,032 | $834.0 萬 | 0.49% | −6,774−14.8% | 減碼 |
| Glass Wealth Management Co LLC | 39,193 | $837.4 萬 | 3.24% | +599+1.6% | 加碼 |
| Nikulski Financial, Inc. | 39,257 | $839.0 萬 | 2.07% | −2,561−6.1% | 減碼 |
| First National Trust Co | 39,451 | $842.9 萬 | 0.29% | +39,451 | 新進 |
| Chapin Davis, Inc. | 39,457 | $843.0 萬 | 1.88% | +39,457 | 新進 |
| Bailard, Inc. | 39,688 | $848.0 萬 | 0.19% | −5,809−12.8% | 減碼 |
| Ibex Wealth Advisors | 39,856 | $851.6 萬 | 0.79% | +22,903+135.1% | 加碼 |
| Apollon Wealth Management, LLC | 39,856 | $851.6 萬 | 0.14% | −688−1.7% | 減碼 |
| Intrust Bank NA | 39,872 | $851.9 萬 | 0.69% | +588+1.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 39,958 | $853.7 萬 | 0.13% | −174−0.4% | 減碼 |
| Artemis Wealth Advisors, LLC | 40,000 | $854.3 萬 | 1.29% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 40,000 | $854.6 萬 | 0.46% | −1,550−3.7% | 減碼 |
| Triglav Skladi, D.O.O. | 40,220 | $859.3 萬 | 0.60% | +35,220+704.4% | 加碼 |
| Clearstead Advisors, LLC | 40,271 | $860.4 萬 | 0.08% | +19,432+93.2% | 加碼 |
| Capital Advisors Inc | 40,276 | $860.5 萬 | 0.14% | +1,865+4.9% | 加碼 |
| Trifecta Capital Advisors, LLC | 40,373 | $862.6 萬 | 1.34% | +535+1.3% | 加碼 |
| Decker Retirement Planning Inc. | 40,599 | $867.4 萬 | 3.93% | +13,463+49.6% | 加碼 |
| PKO Investment Management Joint-Stock Co | 41,000 | $876.0 萬 | 0.74% | +1,000+2.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 41,016 | $876.3 萬 | 0.10% | −3,163−7.2% | 減碼 |
| Meeder Advisory Services, Inc. | 41,126 | $878.7 萬 | 0.37% | +1,779+4.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 41,347 | $883.4 萬 | 0.06% | −53,255−56.3% | 減碼 |
| Weiss Asset Management LP | 41,421 | $885.0 萬 | 0.16% | −10,599−20.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 41,477 | $886.9 萬 | 0.43% | −12,563−23.2% | 減碼 |
| Progressive Investment Management Corp | 41,530 | $887.3 萬 | 2.34% | −26−0.1% | 減碼 |
| Genus Capital Management Inc. | 41,558 | $887.9 萬 | 1.02% | −44,112−51.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 41,775 | $892.6 萬 | 0.17% | −416−1.0% | 減碼 |
| Quadrant Capital Group LLC | 41,822 | $893.6 萬 | 0.27% | +948+2.3% | 加碼 |
| CSM Advisors, LLC | 41,901 | $895.4 萬 | 0.22% | +41,901 | 新進 |
| CCM Investment Advisers LLC | 42,198 | $901.6 萬 | 0.86% | −1,722−3.9% | 減碼 |
| Martingale Asset Management L P | 42,268 | $903.1 萬 | 0.23% | −6,893−14.0% | 減碼 |
| Bleakley Financial Group, LLC | 42,367 | $905.2 萬 | 0.14% | +4,678+12.4% | 加碼 |
| Sanders Morris Harris LLC | 42,420 | $906.3 萬 | 1.44% | +42,420 | 新進 |
| Ritholtz Wealth Management | 42,606 | $910.3 萬 | 0.16% | +10,939+34.5% | 加碼 |
| Knollwood Investment Advisory, LLC | 42,795 | $914.4 萬 | 0.92% | 00.0% | 不變 |
| Cavalier Investments, LLC | 42,878 | $916.1 萬 | 2.36% | −2,581−5.7% | 減碼 |
| Kinneret Advisory, LLC | 42,834 | $916.3 萬 | 0.87% | −1,899−4.2% | 減碼 |
| Perigon Wealth Management, LLC | 42,887 | $916.3 萬 | 0.17% | −1,479−3.3% | 減碼 |
| Pincus Capital Management, LP | 42,937 | $917.4 萬 | 6.39% | −35−0.1% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 43,031 | $919.4 萬 | 0.96% | −2,680−5.9% | 減碼 |