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、7 筆賣出；2026 年第 2 季末有 3,143 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
- 2,652
- 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 901 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 | 3,143 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 1,351 | $28.9 萬 | 0.03% | +1,351 | 新進 |
| J. Derek Lewis & Associates Inc. | 1,352 | $28.9 萬 | 0.06% | +9+0.7% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 1,357 | $29.0 萬 | 0.10% | −164−10.8% | 減碼 |
| Northwest Wealth Management, LLC | 1,358 | $29.0 萬 | 0.04% | +22+1.6% | 加碼 |
| Stirlingshire Investments, Inc. | 1,357 | $29.0 萬 | 0.25% | −482−26.2% | 減碼 |
| Bearing Point Capital, LLC | 1,360 | $29.1 萬 | 0.05% | −5−0.4% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,360 | $29.1 萬 | 0.04% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 1,365 | $29.2 萬 | 0.02% | +177+14.9% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,367 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Carter Financial Group, INC. | 1,369 | $29.3 萬 | 0.18% | +189+16.0% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 1,370 | $29.3 萬 | 0.06% | −110−7.4% | 減碼 |
| Exchange Bank | 1,371 | $29.3 萬 | 0.20% | −228−14.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 1,373 | $29.3 萬 | 0.03% | −84,793−98.4% | 減碼 |
| Adell Harriman & Carpenter Inc | 1,375 | $29.4 萬 | 0.02% | +150+12.2% | 加碼 |
| Warburton Capital Management, LLC | 1,137 | $29.4 萬 | 0.14% | +1,137 | 新進 |
| AXA S.A. | 1,380 | $29.5 萬 | 0.11% | 00.0% | 不變 |
| PMG Family Office LLC | 1,379 | $29.5 萬 | 0.33% | +8+0.6% | 加碼 |
| MEMBERS Trust Co | 1,383 | $29.5 萬 | 0.01% | +9+0.7% | 加碼 |
| Wealth Management Associates, Inc. | 1,386 | $29.6 萬 | 0.10% | −140−9.2% | 減碼 |
| GSG Advisors LLC | 1,387 | $29.6 萬 | 0.08% | +42+3.1% | 加碼 |
| Bridgefront Capital, LLC | 1,392 | $29.7 萬 | 0.07% | −634−31.3% | 減碼 |
| RB Capital Management, LLC | 1,394 | $29.8 萬 | 0.06% | −65−4.5% | 減碼 |
| MainStreet Investment Advisors LLC | 1,394 | $29.8 萬 | 0.04% | +1,394 | 新進 |
| Creative Financial Designs Inc | 1,394 | $29.8 萬 | 0.02% | −10−0.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,397 | $29.9 萬 | 0.02% | +1+0.1% | 加碼 |
| Builder Investment Group Inc | 1,400 | $29.9 萬 | 0.06% | −100−6.7% | 減碼 |
| Seven Springs Wealth Group, LLC | 1,400 | $29.9 萬 | 0.07% | 00.0% | 不變 |
| Isthmus Partners, LLC | 1,400 | $29.9 萬 | 0.03% | +1,400 | 新進 |
| Integrated Investment Consultants, LLC | 1,402 | $30.0 萬 | 0.06% | −141−9.1% | 減碼 |
| Invested Advisors | 1,404 | $30.0 萬 | 0.30% | −26−1.8% | 減碼 |
| StoryOne LLC | 0 | $30.1 萬 | 0.17% | 0 | 不變 |
| ProCore Advisors, LLC | 1,408 | $30.1 萬 | 0.46% | +193+15.9% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,408 | $30.1 萬 | 0.01% | +1,408 | 新進 |
| Foguth Wealth Management, LLC. | 946 | $30.1 萬 | 0.04% | +946 | 新進 |
| AMG Asset Management Group, Inc. | 1,410 | $30.1 萬 | 0.23% | +1,410 | 新進 |
| Avaii Wealth Management, LLC | 1,411 | $30.1 萬 | 0.11% | −9−0.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 1,424 | $30.4 萬 | 0.02% | +26+1.9% | 加碼 |
| Schulhoff & Co Inc | 1,425 | $30.4 萬 | 0.13% | +1,425 | 新進 |
| Wagner Wealth Management, LLC | 1,430 | $30.6 萬 | 0.06% | +10+0.7% | 加碼 |
| Ketron Financial | 1,433 | $30.6 萬 | 0.11% | 00.0% | 不變 |
| Sterling Financial Planning, Inc. | 1,435 | $30.7 萬 | 0.09% | 00.0% | 不變 |
| AlTi Global, Inc. | 1,441 | $30.8 萬 | 0.01% | −47−3.2% | 減碼 |
| Community Financial Services Group, LLC | 1,390 | $30.9 萬 | 0.05% | −220−13.7% | 減碼 |
| TSA Wealth Managment LLC | 1,446 | $30.9 萬 | 0.10% | +37+2.6% | 加碼 |
| Arjuna Capital | 1,446 | $30.9 萬 | 0.08% | +1,446 | 新進 |
| LightSquare Wealth Management, LLC | 1,447 | $30.9 萬 | 0.23% | +1,447 | 新進 |
| SBI Okasan Asset Management Co.Ltd. | 1,547 | $30.9 萬 | 0.01% | −431−21.8% | 減碼 |
| Impact Partnership Wealth, LLC | 1,448 | $30.9 萬 | 0.04% | −22−1.5% | 減碼 |
| IFC Advisors LLC | 1,451 | $31.0 萬 | 0.04% | +111+8.3% | 加碼 |
| Focused Alpha, LLC | 1,458 | $31.2 萬 | 0.10% | −2,198−60.1% | 減碼 |
| Valmark Advisers, Inc. | 1,459 | $31.2 萬 | 0.00% | +97+7.1% | 加碼 |
| Innovative Asset Advisors Group, LLC | 1,458 | $31.2 萬 | 0.18% | +1,458 | 新進 |
| Breakwater Capital Group | 1,461 | $31.2 萬 | 0.04% | +50+3.5% | 加碼 |
| Equitable Trust Co | 1,463 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Co | 1,464 | $31.3 萬 | 0.01% | −133−8.3% | 減碼 |
| Brand Asset Management Group, Inc. | 1,465 | $31.3 萬 | 0.08% | −275−15.8% | 減碼 |
| Ethos Financial Group, LLC | 1,469 | $31.4 萬 | 0.02% | +28+1.9% | 加碼 |
| Ducere Wealth Management LLC | 1,471 | $31.4 萬 | 0.12% | +22+1.5% | 加碼 |
| Symmetry Partners, LLC | 1,472 | $31.4 萬 | 0.02% | +42+2.9% | 加碼 |
| Oxford Asset Management LLP | 1,472 | $31.5 萬 | 0.13% | +1,472 | 新進 |
| Reynders McVeigh Capital Management, LLC | 1,474 | $31.5 萬 | 0.02% | −81−5.2% | 減碼 |
| Garden State Investment Advisory Services LLC | 1,470 | $31.6 萬 | 0.08% | +175+13.5% | 加碼 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,477 | $31.6 萬 | 0.78% | +1,477 | 新進 |
| Graybill Bartz & Assoc Ltd | 1,479 | $31.6 萬 | 0.10% | −81−5.2% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 1,481 | $31.6 萬 | 0.06% | +11+0.7% | 加碼 |
| Strive Financial Group ,LLC | 1,482 | $31.7 萬 | 0.17% | +16+1.1% | 加碼 |
| SeaBridge Investment Advisors LLC | 1,485 | $31.7 萬 | 0.05% | 00.0% | 不變 |
| Rogco, LP | 1,486 | $31.7 萬 | 0.11% | +1,486 | 新進 |
| NorthRock Partners, LLC | 1,486 | $31.8 萬 | 0.01% | +1,486 | 新進 |
| Panoramic Capital Partners, LLC | 1,489 | $31.8 萬 | 0.20% | +39+2.7% | 加碼 |
| Whipplewood Advisors, LLC | 1,492 | $31.9 萬 | 0.17% | +492+49.2% | 加碼 |
| Aletheian Wealth Advisors LLC | 1,493 | $31.9 萬 | 0.16% | +1,493 | 新進 |
| Forbes J M & Co LLP | 1,496 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Pflug Koory, LLC | 1,505 | $32.2 萬 | 0.15% | 00.0% | 不變 |
| YANKCOM Partnership | 1,506 | $32.2 萬 | 0.13% | −513−25.4% | 減碼 |
| GenTrust, LLC | 1,513 | $32.4 萬 | 0.01% | −305−16.8% | 減碼 |
| NBT Bank N A | 1,520 | $32.5 萬 | 0.02% | +1,199+373.5% | 加碼 |
| Prostatis Group LLC | 1,520 | $32.5 萬 | 0.08% | +1,520 | 新進 |
| DMG Group, LLC | 1,522 | $32.5 萬 | 0.22% | +1,522 | 新進 |
| Fortis Capital Management LLC | 1,522 | $32.5 萬 | 0.04% | −56−3.5% | 減碼 |
| First Horizon Corp | 1,523 | $32.5 萬 | 0.01% | −9−0.6% | 減碼 |
| Rossby Financial, LCC | 1,468 | $32.6 萬 | 0.07% | +1,053+253.7% | 加碼 |
| Simplify Asset Management Inc. | 1,526 | $32.6 萬 | 0.01% | +48+3.2% | 加碼 |
| Latitude Advisors, LLC | 1,527 | $32.6 萬 | 0.15% | −322−17.4% | 減碼 |
| Apollon Financial, LLC | 1,529 | $32.7 萬 | 0.05% | +116+8.2% | 加碼 |
| Lantz Financial LLC | 1,533 | $32.8 萬 | 0.07% | +35+2.3% | 加碼 |
| Concentric Capital Strategies, LP | 1,535 | $32.8 萬 | 0.03% | −100,225−98.5% | 減碼 |
| Thompson David Blair | 1,536 | $32.8 萬 | 0.19% | +1,536 | 新進 |
| Summitry LLC | 1,537 | $32.8 萬 | 0.01% | +132+9.4% | 加碼 |
| Caliber Wealth Management, LLC | 1,538 | $32.9 萬 | 0.04% | −612−28.5% | 減碼 |
| Evolution Wealth Management Inc. | 1,539 | $32.9 萬 | 0.24% | +622+67.8% | 加碼 |
| Seldon Capital LP | 1,540 | $32.9 萬 | 0.12% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 1,540 | $32.9 萬 | 0.08% | +340+28.3% | 加碼 |
| WealthPLAN Partners, LLC | 1,542 | $32.9 萬 | 0.06% | +346+28.9% | 加碼 |
| Altfest L J & Co Inc | 1,546 | $33.0 萬 | 0.04% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 1,329 | $33.0 萬 | 0.10% | +15+1.1% | 加碼 |
| Connecticut Wealth Management, LLC | 1,549 | $33.1 萬 | 0.01% | +1,549 | 新進 |
| Brown, Lisle/Cummings, Inc. | 1,552 | $33.2 萬 | 0.08% | +31+2.0% | 加碼 |
| Cape Investment Advisory, Inc. | 1,552 | $33.2 萬 | 0.11% | +42+2.8% | 加碼 |
| Gilpin Wealth Management, LLC | 1,554 | $33.2 萬 | 0.26% | 00.0% | 不變 |