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 |
|---|---|---|---|---|---|
| Zweig-DiMenna Associates LLC | 96,500 | $2,062 萬 | 2.89% | +31,100+47.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 97,088 | $2,074 萬 | 0.46% | +32,317+49.9% | 加碼 |
| Glenview Trust Co | 98,260 | $2,099 萬 | 0.33% | −292−0.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 98,921 | $2,114 萬 | 0.16% | −1,800−1.8% | 減碼 |
| Violich Capital Management, Inc. | 100,250 | $2,142 萬 | 2.50% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 101,025 | $2,159 萬 | 0.27% | +101,025 | 新進 |
| Summit Street Capital Management, LLC | 101,481 | $2,168 萬 | 3.07% | −33,706−24.9% | 減碼 |
| Prudential PLC | 101,829 | $2,176 萬 | 0.17% | +9,525+10.3% | 加碼 |
| YHB Investment Advisors, Inc. | 102,345 | $2,187 萬 | 1.57% | −7,559−6.9% | 減碼 |
| Jackson Wealth Management, LLC | 102,732 | $2,195 萬 | 2.26% | −2,839−2.7% | 減碼 |
| Miller Capital Partners, Inc. | 102,851 | $2,198 萬 | 10.63% | +4,850+4.9% | 加碼 |
| Terry L. Blaker | 103,767 | $2,217 萬 | 0.84% | −34,231−24.8% | 減碼 |
| M&T Bank Corp | 104,357 | $2,230 萬 | 0.07% | +9,653+10.2% | 加碼 |
| Systematic Alpha Investments, LLC | 104,380 | $2,230 萬 | 0.78% | 00.0% | 不變 |
| Omers Administration Corp | 105,911 | $2,263 萬 | 0.15% | +21,647+25.7% | 加碼 |
| Arbejdsmarkedets Tillaegspension | 106,082 | $2,267 萬 | 0.56% | −34,193−24.4% | 減碼 |
| Tower Bridge Advisors | 106,918 | $2,284 萬 | 2.21% | −26,803−20.0% | 減碼 |
| Hosking Partners LLP | 106,970 | $2,286 萬 | 0.82% | −31,517−22.8% | 減碼 |
| Science & Technology Partners, L.P. | 108,700 | $2,322 萬 | 6.08% | −8,100−6.9% | 減碼 |
| Winmill & Co. Inc | 109,000 | $2,329 萬 | 6.72% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 109,176 | $2,333 萬 | 0.49% | −6,236−5.4% | 減碼 |
| Summit Partners Public Asset Management, LLC | 110,000 | $2,350 萬 | 1.09% | −22,000−16.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 111,010 | $2,372 萬 | 0.27% | −1,505−1.3% | 減碼 |
| Cozad Asset Management Inc | 111,568 | $2,384 萬 | 1.87% | −33,609−23.2% | 減碼 |
| Merit Financial Group, LLC | 112,136 | $2,396 萬 | 0.18% | +45,715+68.8% | 加碼 |
| Baker Ellis Asset Management LLC | 112,622 | $2,406 萬 | 2.86% | −3,850−3.3% | 減碼 |
| Linscomb & Williams, Inc. | 112,828 | $2,411 萬 | 1.07% | −44,870−28.5% | 減碼 |
| Engineers Gate Manager LP | 112,881 | $2,412 萬 | 0.30% | +96,454+587.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 113,081 | $2,416 萬 | 0.13% | −19,410−14.7% | 減碼 |
| First Citizens Bank & Trust Co | 113,479 | $2,425 萬 | 0.51% | +2,316+2.1% | 加碼 |
| HB Wealth Management, LLC | 114,207 | $2,440 萬 | 0.16% | −7,785−6.4% | 減碼 |
| Laffer Tengler Investments | 114,314 | $2,442 萬 | 3.61% | −6,019−5.0% | 減碼 |
| E Fund Management Co., Ltd. | 114,396 | $2,444 萬 | 0.73% | +114,396 | 新進 |
| Diversify Wealth Management, LLC | 98,581 | $2,452 萬 | 0.44% | +35,747+56.9% | 加碼 |
| Manchester Global Management (UK) Ltd | 115,720 | $2,472 萬 | 3.30% | −134,000−53.7% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 116,234 | $2,483 萬 | 1.19% | −281−0.2% | 減碼 |
| GDS Wealth Management | 116,250 | $2,484 萬 | 1.49% | +1,058+0.9% | 加碼 |
| Bamco Inc | 116,670 | $2,493 萬 | 0.08% | +88,641+316.2% | 加碼 |
| TruWealth Advisors, LLC | 117,008 | $2,500 萬 | 1.20% | +107+0.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,498 | $2,511 萬 | 1.01% | +9,900+9.2% | 加碼 |
| Allstate Corp | 117,857 | $2,518 萬 | 0.27% | +21,762+22.6% | 加碼 |
| Nearwater Capital Markets, Ltd | 118,000 | $2,521 萬 | 0.59% | −702,000−85.6% | 減碼 |
| Hancock Whitney Corp | 115,543 | $2,521 萬 | 0.44% | −8,440−6.8% | 減碼 |
| Arkadios Wealth Advisors | 118,181 | $2,525 萬 | 0.42% | +6,415+5.7% | 加碼 |
| Cullen/Frost Bankers, Inc. | 118,475 | $2,531 萬 | 0.29% | −6,056−4.9% | 減碼 |
| Marshall Wace, LLP | 118,891 | $2,540 萬 | 0.03% | −261,109−68.7% | 減碼 |
| Norinchukin Bank, The | 120,507 | $2,575 萬 | 0.30% | +3,847+3.3% | 加碼 |
| Canada Post Corp Registered Pension Plan | 121,126 | $2,588 萬 | 1.03% | −29,900−19.8% | 減碼 |
| Horizon Investments, LLC | 121,136 | $2,588 萬 | 0.29% | +1,258+1.0% | 加碼 |
| Nilsine Partners, LLC | 99,835 | $2,590 萬 | 2.02% | −3,084−3.0% | 減碼 |
| Avanza Fonder AB | 122,023 | $2,607 萬 | 0.72% | +7,710+6.7% | 加碼 |
| State of Alaska, Department of Revenue | 123,533 | $2,639 萬 | 0.29% | −720−0.6% | 減碼 |
| Nemes Rush Group LLC | 123,557 | $2,640 萬 | 2.51% | −28,605−18.8% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 123,979 | $2,649 萬 | 0.50% | +123,979 | 新進 |
| Sanctuary Advisors, LLC | 124,450 | $2,659 萬 | 0.14% | +2,246+1.8% | 加碼 |
| ASR Vermogensbeheer N.V. | 124,686 | $2,664 萬 | 0.31% | +2,154+1.8% | 加碼 |
| Abn Amro Investment Solutions | 124,804 | $2,667 萬 | 0.35% | +157+0.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 126,497 | $2,703 萬 | 0.77% | +1,917+1.5% | 加碼 |
| Global X Japan Co., Ltd. | 128,008 | $2,735 萬 | 1.41% | +8,023+6.7% | 加碼 |
| Allworth Financial LP | 128,188 | $2,739 萬 | 0.11% | +46,830+57.6% | 加碼 |
| MML Investors Services, LLC | 128,955 | $2,755 萬 | 0.08% | −68,844−34.8% | 減碼 |
| Life Cycle Investment Partners Ltd | 129,568 | $2,768 萬 | 0.18% | +129,568 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 129,764 | $2,774 萬 | 0.14% | +12,369+10.5% | 加碼 |
| Motley Fool Asset Management LLC | 130,315 | $2,784 萬 | 1.20% | −3,132−2.3% | 減碼 |
| 1832 Asset Management L.P. | 130,879 | $2,796 萬 | 0.04% | −1,007,744−88.5% | 減碼 |
| Benjamin Edwards Inc | 130,935 | $2,798 萬 | 0.28% | −3,664−2.7% | 減碼 |
| Gateway Investment Advisers LLC | 131,491 | $2,809 萬 | 0.31% | +28,402+27.6% | 加碼 |
| Exchange Traded Concepts, LLC | 134,615 | $2,876 萬 | 0.22% | +51,308+61.6% | 加碼 |
| Illinois Municipal Retirement Fund | 134,889 | $2,882 萬 | 0.37% | −2,342−1.7% | 減碼 |
| Yousif Capital Management, LLC | 135,065 | $2,886 萬 | 0.34% | −5,181−3.7% | 減碼 |
| Mizuho Markets Americas LLC | 135,661 | $2,899 萬 | 0.80% | +1,661+1.2% | 加碼 |
| Groupama Asset Managment | 136,822 | $2,923 萬 | 0.43% | +21,749+18.9% | 加碼 |
| Great Lakes Advisors, LLC | 136,905 | $2,925 萬 | 0.24% | +13,269+10.7% | 加碼 |
| Jain Global LLC | 138,296 | $2,955 萬 | 0.38% | +68,786+99.0% | 加碼 |
| Aptus Capital Advisors, LLC | 138,368 | $2,956 萬 | 0.25% | −166,306−54.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 139,353 | $2,977 萬 | 0.44% | +7,663+5.8% | 加碼 |
| Tairen Capital Ltd | 140,039 | $2,992 萬 | 3.24% | +140,039 | 新進 |
| OP Asset Management Ltd | 140,224 | $2,996 萬 | 0.31% | −45,903−24.7% | 減碼 |
| Covington Investment Advisors Inc. | 141,539 | $3,024 萬 | 4.44% | −11,065−7.3% | 減碼 |
| Kames Capital plc | 141,982 | $3,031 萬 | 0.40% | −72,711−33.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 142,986 | $3,055 萬 | 0.40% | −870−0.6% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 143,120 | $3,057 萬 | 2.03% | −23,632−14.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 143,246 | $3,061 萬 | 0.19% | +143,246 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 143,315 | $3,062 萬 | 0.28% | +1,496+1.1% | 加碼 |
| Gradient Investments LLC | 143,796 | $3,072 萬 | 0.48% | −24,314−14.5% | 減碼 |
| Steel Peak Wealth Management LLC | 144,006 | $3,080 萬 | 0.97% | −71,821−33.3% | 減碼 |
| Louisiana State Employees Retirement System | 145,600 | $3,111 萬 | 0.55% | −2,600−1.8% | 減碼 |
| Kempen Capital Management N.V. | 148,761 | $3,178 萬 | 0.28% | −49,664−25.0% | 減碼 |
| Investment Management Corp of Ontario | 149,078 | $3,185 萬 | 0.41% | +29,260+24.4% | 加碼 |
| Profund Advisors LLC | 150,720 | $3,220 萬 | 1.18% | −35,193−18.9% | 減碼 |
| Generate Investment Management Ltd | 151,334 | $3,233 萬 | 1.59% | +60,964+67.5% | 加碼 |
| Woodline Partners LP | 151,677 | $3,241 萬 | 0.12% | +15,954+11.8% | 加碼 |
| Vident Advisory, LLC | 152,477 | $3,258 萬 | 0.28% | +831+0.5% | 加碼 |
| Mutual of America Capital Management LLC | 153,418 | $3,278 萬 | 0.37% | −2,597−1.7% | 減碼 |
| Renaissance Group LLC | 154,744 | $3,306 萬 | 1.38% | −58,038−27.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 156,323 | $3,340 萬 | 0.26% | +156,323 | 新進 |
| Kestra Advisory Services, LLC | 156,704 | $3,348 萬 | 0.13% | +1,454+0.9% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 123,034 | $3,352 萬 | 1.92% | −27,397−18.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 157,030 | $3,355 萬 | 0.27% | +151,886+2,952.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 158,556 | $3,388 萬 | 0.11% | +37,825+31.3% | 加碼 |