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 |
|---|---|---|---|---|---|
| Titan Investment Solutions Ltd | 43,167 | $922.3 萬 | 1.18% | +43,167 | 新進 |
| Spirepoint Private Client, LLC | 43,313 | $925.4 萬 | 0.88% | +22,694+110.1% | 加碼 |
| Brentview Investment Management LLC | 43,910 | $938.2 萬 | 4.06% | +1,637+3.9% | 加碼 |
| Eurizon SLJ Capital Ltd | 47,009 | $942.1 萬 | 4.48% | −20,377−30.2% | 減碼 |
| V-Square Quantitative Management LLC | 44,221 | $944.8 萬 | 1.00% | −185−0.4% | 減碼 |
| Sitrin Capital Management LLC | 44,532 | $952.6 萬 | 4.77% | −28,874−39.3% | 減碼 |
| Argent Trust Co | 44,724 | $955.6 萬 | 0.32% | −787−1.7% | 減碼 |
| Oak Associates, Ltd | 44,821 | $957.6 萬 | 0.64% | −10,617−19.2% | 減碼 |
| Grand Alliance Asset Management Ltd | 45,000 | $961.5 萬 | 5.82% | +45,000 | 新進 |
| Empirical Finance, LLC | 45,013 | $961.7 萬 | 0.45% | −106−0.2% | 減碼 |
| EFG International AG | 45,073 | $962.8 萬 | 0.21% | −25,706−36.3% | 減碼 |
| Metis Global Partners, LLC | 45,219 | $966.1 萬 | 0.24% | −5,404−10.7% | 減碼 |
| OpenArc Corporate Advisory, LLC | 45,266 | $967.2 萬 | 0.14% | +19,235+73.9% | 加碼 |
| Venture Visionary Partners LLC | 45,454 | $971.2 萬 | 0.32% | −16,305−26.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 45,496 | $972.1 萬 | 0.25% | −62,236−57.8% | 減碼 |
| Calamos Wealth Management LLC | 45,544 | $973.1 萬 | 0.34% | −848−1.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 45,614 | $974.6 萬 | 0.55% | +19,997+78.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 45,740 | $977.3 萬 | 0.35% | +1,062+2.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 45,810 | $978.8 萬 | 0.31% | +39,896+674.6% | 加碼 |
| BCJ Capital Management, LLC | 45,861 | $979.9 萬 | 0.52% | −4,551−9.0% | 減碼 |
| Scott & Selber, Inc. | 45,886 | $980.4 萬 | 2.53% | −130.0% | 減碼 |
| Pacifica Partners Inc. | 45,912 | $981.0 萬 | 3.26% | −5,419−10.6% | 減碼 |
| Keybank National Association | 45,992 | $982.7 萬 | 0.04% | +135+0.3% | 加碼 |
| Evoke Wealth, LLC | 45,948 | $982.9 萬 | 0.18% | −4,184−8.3% | 減碼 |
| Independent Advisor Alliance | 46,071 | $984.3 萬 | 0.11% | +2,529+5.8% | 加碼 |
| Mubadala Investment Co PJSC | 46,175 | $986.6 萬 | 0.05% | +46,175 | 新進 |
| Caisse des Depots Et Consignations | 46,203 | $987.2 萬 | 0.16% | −9,957−17.7% | 減碼 |
| Congress Asset Management Co | 46,281 | $988.8 萬 | 0.07% | +42,478+1,117.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,349 | $990.3 萬 | 0.58% | +32,203+227.6% | 加碼 |
| Capital Investment Advisors, LLC | 46,352 | $990.4 萬 | 0.14% | −3,098−6.3% | 減碼 |
| Saudi Central Bank | 46,362 | $990.6 萬 | 0.21% | +46,362 | 新進 |
| Platinum Investment Management Ltd | 46,439 | $992.2 萬 | 2.50% | −9,406−16.8% | 減碼 |
| Black Creek Investment Management Inc. | 46,451 | $992.5 萬 | 0.53% | −31,123−40.1% | 減碼 |
| Capco Asset Management, LLC | 46,471 | $992.9 萬 | 2.71% | −103,089−68.9% | 減碼 |
| Oppenheimer & Co Inc | 46,528 | $994.1 萬 | 0.12% | −10,560−18.5% | 減碼 |
| Citizens Financial Group Inc | 46,500 | $994.8 萬 | 0.14% | +29,853+179.3% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 46,575 | $995.1 萬 | 0.36% | +46,575 | 新進 |
| Principal Securities, Inc. | 47,086 | $1,006 萬 | 0.15% | −13,166−21.9% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 47,151 | $1,007 萬 | 0.25% | −23,717−33.5% | 減碼 |
| Rheos Capital Works Inc. | 47,500 | $1,015 萬 | 0.68% | −52,000−52.3% | 減碼 |
| Northwest Bancshares, Inc. | 47,796 | $1,021 萬 | 2.03% | −5,851−10.9% | 減碼 |
| Strategic Planning Group, LLC | 47,925 | $1,024 萬 | 1.43% | +47,925 | 新進 |
| Plato Investment Management Ltd | 48,095 | $1,028 萬 | 0.69% | −6,202−11.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 48,233 | $1,031 萬 | 0.35% | +7,433+18.2% | 加碼 |
| Sienna Gestion | 51,734 | $1,042 萬 | 0.68% | −64,086−55.3% | 減碼 |
| Vise Technologies, Inc. | 60,986 | $1,044 萬 | 0.21% | 00.0% | 不變 |
| Farmers Trust Co | 49,013 | $1,047 萬 | 1.64% | −4,848−9.0% | 減碼 |
| Boothbay Fund Management, LLC | 49,039 | $1,048 萬 | 0.25% | −2,613−5.1% | 減碼 |
| Professional Advisory Services Inc | 49,070 | $1,048 萬 | 1.45% | −18,254−27.1% | 減碼 |
| Rodgers Brothers Inc. | 49,100 | $1,049 萬 | 1.21% | −1,100−2.2% | 減碼 |
| CWA Asset Management Group, LLC | 49,552 | $1,059 萬 | 0.36% | −658−1.3% | 減碼 |
| Johnson Financial Group, Inc. | 49,497 | $1,059 萬 | 0.38% | −6,953−12.3% | 減碼 |
| LMCG Investments, LLC | 49,748 | $1,063 萬 | 0.63% | −25,284−33.7% | 減碼 |
| Telemark Asset Management, LLC | 50,000 | $1,068 萬 | 0.99% | 00.0% | 不變 |
| Crown Advisors Management, Inc. | 50,000 | $1,068 萬 | 7.09% | 00.0% | 不變 |
| River Wealth Advisors LLC | 50,278 | $1,074 萬 | 1.23% | −3,681−6.8% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 50,579 | $1,081 萬 | 0.49% | +380+0.8% | 加碼 |
| Himension Fund | 50,858 | $1,087 萬 | 0.83% | +2,469+5.1% | 加碼 |
| Convergence Investment Partners, LLC | 50,898 | $1,087 萬 | 1.78% | +11,624+29.6% | 加碼 |
| Morton Community Bank | 51,101 | $1,092 萬 | 2.37% | −1,410−2.7% | 減碼 |
| Stiles Financial Services Inc | 51,136 | $1,093 萬 | 3.34% | −397−0.8% | 減碼 |
| MUFG Securities EMEA plc | 51,195 | $1,094 萬 | 0.16% | −137,297−72.8% | 減碼 |
| BLI - Banque de Luxembourg Investments | 64,000 | $1,094 萬 | 0.33% | 00.0% | 不變 |
| Greenleaf Trust | 51,474 | $1,100 萬 | 0.11% | −507−1.0% | 減碼 |
| Sierra Summit Advisors LLC | 51,715 | $1,105 萬 | 1.61% | −22,165−30.0% | 減碼 |
| Kingsview Wealth Management, LLC | 51,835 | $1,108 萬 | 0.15% | +757+1.5% | 加碼 |
| Copeland Capital Management, LLC | 52,112 | $1,113 萬 | 0.25% | +46,671+857.8% | 加碼 |
| Ballentine Partners, LLC | 52,288 | $1,117 萬 | 0.16% | +30.0% | 加碼 |
| Capital Wealth Planning, LLC | 52,326 | $1,118 萬 | 0.06% | +52,326 | 新進 |
| PEAK6 LLC | 52,473 | $1,121 萬 | 0.32% | −37,260−41.5% | 減碼 |
| ExodusPoint Capital Management, LP | 52,557 | $1,123 萬 | 0.11% | −30,497−36.7% | 減碼 |
| Summit Trail Advisors, LLC | 52,592 | $1,124 萬 | 0.16% | +10,060+23.7% | 加碼 |
| Spire Wealth Management | 52,821 | $1,129 萬 | 0.39% | +27,221+106.3% | 加碼 |
| Emerald Investment Advisers, LLC | 53,030 | $1,133 萬 | 1.02% | +53,030 | 新進 |
| Fisher Funds Management LTD | 53,433 | $1,142 萬 | 0.34% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 53,583 | $1,145 萬 | 0.06% | +6,861+14.7% | 加碼 |
| Siemens Fonds Invest GmbH | 53,825 | $1,150 萬 | 0.66% | −2,300−4.1% | 減碼 |
| Harbour Capital Advisors, LLC | 43,702 | $1,161 萬 | 2.21% | 00.0% | 不變 |
| Danica Pension, Livsforsikringsaktieselskab | 54,606 | $1,167 萬 | 0.22% | +54,606 | 新進 |
| Horizon Investment Services, LLC | 54,616 | $1,167 萬 | 4.06% | +54,616 | 新進 |
| Riposte Capital LLC | 55,000 | $1,175 萬 | 5.37% | +55,000 | 新進 |
| E. Ohman J:or Asset Management AB | 55,921 | $1,195 萬 | 0.32% | −2,270−3.9% | 減碼 |
| Apriem Advisors | 56,027 | $1,197 萬 | 1.14% | −35,931−39.1% | 減碼 |
| Rockline Wealth Management, LLC | 56,132 | $1,199 萬 | 2.61% | −1,923−3.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 56,319 | $1,203 萬 | 0.37% | −331−0.6% | 減碼 |
| Farther Finance Advisors, LLC | 54,374 | $1,207 萬 | 0.11% | +4,595+9.2% | 加碼 |
| Foundations Investment Advisors, LLC | 56,612 | $1,210 萬 | 0.15% | +1,242+2.2% | 加碼 |
| Means Investment Co., Inc. | 56,615 | $1,210 萬 | 1.06% | −1,796−3.1% | 減碼 |
| Fort Sheridan Advisors LLC | 56,829 | $1,214 萬 | 1.47% | −2,025−3.4% | 減碼 |
| Elemental Capital Partners LLC | 57,485 | $1,228 萬 | 5.23% | +6,183+12.1% | 加碼 |
| CenterBook Partners LP | 57,579 | $1,230 萬 | 0.66% | +44,095+327.0% | 加碼 |
| New Mexico Educational Retirement Board | 57,830 | $1,236 萬 | 0.38% | 00.0% | 不變 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 58,345 | $1,247 萬 | 5.35% | −47,244−44.7% | 減碼 |
| Umb Bank N A | 59,239 | $1,266 萬 | 0.18% | +754+1.3% | 加碼 |
| Marco Investment Management LLC | 59,370 | $1,268 萬 | 0.96% | −500−0.8% | 減碼 |
| Factory Mutual Insurance Co | 59,400 | $1,269 萬 | 0.14% | +59,400 | 新進 |
| Marsico Capital Management LLC | 59,467 | $1,271 萬 | 0.37% | +59,467 | 新進 |
| Arvest Bank Trust Division | 59,838 | $1,278 萬 | 0.69% | −25,242−29.7% | 減碼 |
| Vestor Capital, LLC | 59,855 | $1,279 萬 | 0.93% | +59,855 | 新進 |
| Brevan Howard Capital Management LP | 60,065 | $1,283 萬 | 0.13% | +60,065 | 新進 |