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 |
|---|---|---|---|---|---|
| KKM Financial LLC | 75,048 | $1,285 萬 | 2.28% | 00.0% | 不變 |
| Valley National Advisers Inc | 60,425 | $1,291 萬 | 1.67% | +104+0.2% | 加碼 |
| Strategic Global Advisors, LLC | 60,719 | $1,297 萬 | 2.07% | −1,469−2.4% | 減碼 |
| La Banque Postale Asset Management SA | 60,788 | $1,299 萬 | 0.18% | +16,546+37.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 60,848 | $1,301 萬 | 0.99% | +6,361+11.7% | 加碼 |
| TrimTabs Asset Management, LLC | 60,990 | $1,303 萬 | 2.93% | −43,740−41.8% | 減碼 |
| Sava Infond d.o.o. | 61,570 | $1,316 萬 | 1.87% | −11,180−15.4% | 減碼 |
| FORA Capital, LLC | 62,052 | $1,326 萬 | 0.97% | +47,747+333.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 62,233 | $1,330 萬 | 0.79% | −47,595−43.3% | 減碼 |
| First Manhattan Co | 62,214 | $1,331 萬 | 0.04% | −13,459−17.8% | 減碼 |
| MidFirst Bank | 62,848 | $1,343 萬 | 1.11% | −31,689−33.5% | 減碼 |
| CAPROCK Group, Inc. | 62,844 | $1,344 萬 | 0.33% | +1,910+3.1% | 加碼 |
| Maryland State Retirement & Pension System | 63,100 | $1,348 萬 | 0.27% | +427+0.7% | 加碼 |
| Westwood Holdings Group Inc. | 63,199 | $1,350 萬 | 0.10% | −3,292−5.0% | 減碼 |
| McBroom & Associates, LLC | 63,412 | $1,355 萬 | 7.55% | −19,207−23.2% | 減碼 |
| Paradiem, LLC | 63,418 | $1,355 萬 | 2.98% | −53,072−45.6% | 減碼 |
| Amica Mutual Insurance Co | 63,912 | $1,366 萬 | 1.17% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 64,251 | $1,374 萬 | 0.30% | +4,407+7.4% | 加碼 |
| Cullinan Associates Inc | 64,500 | $1,378 萬 | 1.11% | −32,500−33.5% | 減碼 |
| Atria Investments LLC | 64,511 | $1,378 萬 | 0.15% | +10,996+20.5% | 加碼 |
| King Luther Capital Management Corp | 64,890 | $1,386 萬 | 0.06% | −3,633−5.3% | 減碼 |
| Boston Trust Walden Corp | 64,950 | $1,388 萬 | 0.11% | +62,990+3,213.8% | 加碼 |
| Norden Group LLC | 65,808 | $1,406 萬 | 1.35% | +3,048+4.9% | 加碼 |
| Stanley-Laman Group, Ltd. | 65,918 | $1,408 萬 | 1.73% | +533+0.8% | 加碼 |
| Pittenger & Anderson Inc | 66,953 | $1,431 萬 | 0.57% | −5,925−8.1% | 減碼 |
| Eldred Rock Partners, LLC | 66,962 | $1,431 萬 | 3.64% | −20,655−23.6% | 減碼 |
| Tritonpoint Wealth, LLC | 67,468 | $1,443 萬 | 1.55% | −4,727−6.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 66,579 | $1,469 萬 | 0.30% | +45,902+222.0% | 加碼 |
| Integrated Wealth Concepts LLC | 68,788 | $1,470 萬 | 0.12% | +49,278+252.6% | 加碼 |
| Westerkirk Capital Inc. | 69,020 | $1,475 萬 | 1.59% | −4,300−5.9% | 減碼 |
| Impax Asset Management Group plc | 69,076 | $1,476 萬 | 0.10% | +24,896+56.4% | 加碼 |
| Insight Wealth Strategies, LLC | 69,168 | $1,478 萬 | 1.65% | −16,054−18.8% | 減碼 |
| Banque Cantonale Vaudoise | 69,320 | $1,481 萬 | 0.56% | +24,535+54.8% | 加碼 |
| VestGen Advisors, LLC | 51,704 | $1,496 萬 | 0.42% | −9,208−15.1% | 減碼 |
| Voleon Capital Management LP | 70,005 | $1,496 萬 | 0.32% | −109,595−61.0% | 減碼 |
| Modera Wealth Management, LLC | 70,011 | $1,496 萬 | 0.18% | −7,164−9.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 70,528 | $1,507 萬 | 0.08% | +9,377+15.3% | 加碼 |
| Hartford Investment Management Co | 71,157 | $1,520 萬 | 0.48% | −1,370−1.9% | 減碼 |
| Cercano Management LLC | 71,531 | $1,528 萬 | 0.66% | −829−1.1% | 減碼 |
| Rench Wealth Management, Inc. | 71,546 | $1,529 萬 | 4.60% | −4,736−6.2% | 減碼 |
| Naples Global Advisors, LLC | 71,545 | $1,530 萬 | 1.12% | −4,036−5.3% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 71,781 | $1,534 萬 | 0.58% | +3,500+5.1% | 加碼 |
| Carret Asset Management, LLC | 71,906 | $1,536 萬 | 1.50% | −5,954−7.6% | 減碼 |
| KWMG, LLC | 72,184 | $1,542 萬 | 1.29% | −4,317−5.6% | 減碼 |
| Institute for Wealth Management, LLC. | 72,385 | $1,547 萬 | 1.66% | −312−0.4% | 減碼 |
| Commerce Bank | 72,575 | $1,551 萬 | 0.08% | +7,108+10.9% | 加碼 |
| Rathbone Brothers plc | 73,112 | $1,562 萬 | 0.06% | +66,544+1,013.2% | 加碼 |
| Private Advisor Group, LLC | 73,419 | $1,569 萬 | 0.07% | −1,856−2.5% | 減碼 |
| Jump Financial, LLC | 74,247 | $1,586 萬 | 0.23% | +29,633+66.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 74,625 | $1,594 萬 | 1.18% | −2,933−3.8% | 減碼 |
| South Dakota Investment Council | 74,985 | $1,602 萬 | 0.31% | −484−0.6% | 減碼 |
| Third Point LLC大師第三點資本 | 75,000 | $1,602 萬 | 0.77% | +75,000 | 新進 |
| Mizuho Securities USA LLC | 75,494 | $1,613 萬 | 0.38% | −15,962−17.5% | 減碼 |
| Employees Retirement System of Texas | 75,560 | $1,614 萬 | 0.14% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 75,621 | $1,615 萬 | 0.28% | +3,118+4.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,637 | $1,616 萬 | 0.28% | +7,861+11.6% | 加碼 |
| United Capital Financial Advisers, LLC | 75,763 | $1,619 萬 | 0.10% | −605−0.8% | 減碼 |
| MAI Capital Management | 75,848 | $1,621 萬 | 0.09% | +1,841+2.5% | 加碼 |
| Fulcrum Capital LLC | 76,393 | $1,632 萬 | 3.54% | −1,630−2.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 74,917 | $1,636 萬 | 0.51% | +22,959+44.2% | 加碼 |
| IMC-Chicago, LLC | 76,707 | $1,639 萬 | 0.25% | +76,707 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 76,867 | $1,642 萬 | 0.55% | +5,654+7.9% | 加碼 |
| Central Bank & Trust Co | 77,199 | $1,649 萬 | 2.59% | −2,248−2.8% | 減碼 |
| Vestcor Inc | 77,779 | $1,662 萬 | 0.46% | −1,153−1.5% | 減碼 |
| M & L Capital Management Ltd | 78,050 | $1,668 萬 | 4.10% | +78,050 | 新進 |
| Blue Sparrow, LLC | 78,200 | $1,671 萬 | 0.29% | +7,800+11.1% | 加碼 |
| Brinker Capital Investments, LLC | 78,466 | $1,677 萬 | 0.14% | +2,137+2.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 78,835 | $1,684 萬 | 0.09% | +16,942+27.4% | 加碼 |
| William Blair Investment Management, LLC | 79,447 | $1,697 萬 | 0.06% | −31,221−28.2% | 減碼 |
| D.A. Davidson & Co. | 80,443 | $1,719 萬 | 0.10% | −7,648−8.7% | 減碼 |
| Aviance Capital Partners, LLC | 80,652 | $1,723 萬 | 2.02% | −1,263−1.5% | 減碼 |
| Park Avenue Securities LLC | 80,958 | $1,730 萬 | 0.14% | +80,958 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 81,262 | $1,736 萬 | 1.45% | −6,500−7.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 82,201 | $1,756 萬 | 0.19% | +4,466+5.7% | 加碼 |
| Intech Investment Management LLC | 82,310 | $1,759 萬 | 0.17% | +38,085+86.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 82,687 | $1,767 萬 | 0.42% | +2,232+2.8% | 加碼 |
| Sterling Capital Management LLC | 82,965 | $1,773 萬 | 0.34% | −6,158−6.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 83,006 | $1,774 萬 | 0.09% | +1,653+2.0% | 加碼 |
| Picton Mahoney Asset Management | 84,101 | $1,797 萬 | 0.19% | +4,610+5.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 84,201 | $1,799 萬 | 0.45% | +4,613+5.8% | 加碼 |
| NatWest Group plc | 84,461 | $1,805 萬 | 3.90% | +1,076+1.3% | 加碼 |
| Freestone Grove Partners LP | 84,644 | $1,809 萬 | 0.13% | −7,078−7.7% | 減碼 |
| Fusion Capital, LLC | 84,815 | $1,812 萬 | 4.89% | −10,173−10.7% | 減碼 |
| Verition Fund Management LLC | 85,007 | $1,816 萬 | 0.18% | −51,293−37.6% | 減碼 |
| Advisors Asset Management, Inc. | 85,356 | $1,824 萬 | 0.30% | −9,339−9.9% | 減碼 |
| Banque Pictet & Cie SA | 85,642 | $1,830 萬 | 0.21% | −19,179−18.3% | 減碼 |
| Prospera Financial Services Inc | 86,557 | $1,850 萬 | 0.30% | +25,608+42.0% | 加碼 |
| Taylor Hoffman Capital Management LLC | 88,042 | $1,881 萬 | 5.80% | −5,816−6.2% | 減碼 |
| Baldwin Investment Management, LLC | 88,594 | $1,893 萬 | 2.21% | −9,540−9.7% | 減碼 |
| Moran Wealth Management, LLC | 88,825 | $1,898 萬 | 0.58% | −2,294−2.5% | 減碼 |
| Parkwood LLC | 89,631 | $1,915 萬 | 1.70% | −11,881−11.7% | 減碼 |
| Cookson Peirce & Co Inc | 89,986 | $1,923 萬 | 0.81% | +14,873+19.8% | 加碼 |
| Advisors Capital Management, LLC | 90,378 | $1,931 萬 | 0.23% | −3,545−3.8% | 減碼 |
| Holocene Advisors, LP | 90,709 | $1,938 萬 | 0.05% | −68,615−43.1% | 減碼 |
| LMR Partners LLP | 92,706 | $1,981 萬 | 0.18% | +5,490+6.3% | 加碼 |
| Midwest Trust Co | 93,222 | $1,992 萬 | 0.25% | −15,297−14.1% | 減碼 |
| Fiduciary Trust Co | 94,142 | $2,011 萬 | 0.24% | −1,670−1.7% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 94,976 | $2,029 萬 | 1.53% | +1,403+1.5% | 加碼 |
| Carderock Capital Management Inc | 95,798 | $2,047 萬 | 5.06% | −10,138−9.6% | 減碼 |
| Larson Financial Group LLC | 95,963 | $2,050 萬 | 0.66% | −2,670−2.7% | 減碼 |