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 |
|---|---|---|---|---|---|
| LeConte Wealth Management, LLC | 1,556 | $33.2 萬 | 0.21% | +49+3.3% | 加碼 |
| OFS Enterprise LLC | 1,557 | $33.3 萬 | 0.10% | +1,557 | 新進 |
| Insight Advisors, LLC | 1,560 | $33.3 萬 | 0.06% | −151−8.8% | 減碼 |
| Geneos Wealth Management Inc. | 1,563 | $33.4 萬 | 0.01% | +323+26.0% | 加碼 |
| Liberty Wealth Management LLC | 1,562 | $33.4 萬 | 0.04% | −208−11.8% | 減碼 |
| Voya Financial Advisors, Inc. | 1,583 | $33.5 萬 | 0.03% | −1,160−42.3% | 減碼 |
| Optivise Advisory Services LLC | 1,567 | $33.5 萬 | 0.20% | −296−15.9% | 減碼 |
| StoneX Group Inc. | 1,566 | $33.5 萬 | 0.02% | −8,752−84.8% | 減碼 |
| Topsail Wealth Management, LLC | 1,569 | $33.6 萬 | 0.05% | +76+5.1% | 加碼 |
| Motive Wealth Advisors | 1,572 | $33.6 萬 | 0.16% | −30−1.9% | 減碼 |
| Owl Creek Wealth Partners LLC | 1,587 | $33.9 萬 | 0.12% | +1,587 | 新進 |
| Investors Portfolio Services LLC | 1,586 | $33.9 萬 | 0.31% | +1+0.1% | 加碼 |
| Commonwealth Financial Services, LLC | 1,589 | $34.0 萬 | 0.05% | +1,589 | 新進 |
| KFA Private Wealth Group, LLC | 1,589 | $34.0 萬 | 0.08% | +28+1.8% | 加碼 |
| TAGStone Capital, Inc. | 1,592 | $34.1 萬 | 0.12% | −1,408−46.9% | 減碼 |
| Broyhill Asset Management | 1,600 | $34.2 萬 | 0.34% | −450−22.0% | 減碼 |
| Smith Thornton Advisors LLC | 1,600 | $34.2 萬 | 0.17% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 1,602 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 1,601 | $34.2 萬 | 0.13% | +1,601 | 新進 |
| Wallace Hart LLC | 1,611 | $34.4 萬 | 0.47% | −4,747−74.7% | 減碼 |
| Arrien Investments, Inc. | 1,615 | $34.5 萬 | 0.19% | 00.0% | 不變 |
| Winter & Associates, Inc. | 1,566 | $34.6 萬 | 0.30% | −117−7.0% | 減碼 |
| Larry Mathis Financial Planning, LLC | 1,618 | $34.6 萬 | 0.31% | −636−28.2% | 減碼 |
| Archer Investment Corp | 1,624 | $34.7 萬 | 0.07% | −1,099−40.4% | 減碼 |
| Roberts Wealth Advisors, LLC | 1,626 | $34.7 萬 | 0.09% | −19−1.2% | 減碼 |
| Bogart Wealth, LLC | 1,630 | $34.8 萬 | 0.01% | +22+1.4% | 加碼 |
| Highview Capital Management LLC | 1,630 | $34.8 萬 | 0.13% | +1,630 | 新進 |
| Globeflex Capital L P | 1,637 | $35.0 萬 | 0.05% | 00.0% | 不變 |
| Southern Michigan Bank & Trust | 1,638 | $35.0 萬 | 0.13% | +1,638 | 新進 |
| Clarendon Private LLC | 1,641 | $35.1 萬 | 0.27% | +1,641 | 新進 |
| Paul Damon & Associates, Inc. | 1,649 | $35.2 萬 | 0.16% | +18+1.1% | 加碼 |
| Kickstand Ventures, LLC. | 1,657 | $35.4 萬 | 0.07% | +85+5.4% | 加碼 |
| Armis Advisers, LLC | 1,201 | $35.5 萬 | 0.03% | −1−0.1% | 減碼 |
| Avantra Family Wealth, Inc. | 1,663 | $35.5 萬 | 0.26% | +1,663 | 新進 |
| Patron Partners Advisors, LLC | 1,663 | $35.5 萬 | 0.16% | +1,663 | 新進 |
| General Partner, Inc. | 1,665 | $35.6 萬 | 0.22% | −75−4.3% | 減碼 |
| Tyche Wealth Partners LLC | 1,669 | $35.7 萬 | 0.05% | +209+14.3% | 加碼 |
| JSF Financial, LLC | 1,671 | $35.7 萬 | 0.07% | −2−0.1% | 減碼 |
| Catalyst Private Wealth, LLC | 1,678 | $35.9 萬 | 0.19% | +20+1.2% | 加碼 |
| Coston, McIsaac & Partners | 1,682 | $35.9 萬 | 0.08% | +1+0.1% | 加碼 |
| Visionary Wealth Advisors | 1,681 | $35.9 萬 | 0.02% | −176−9.5% | 減碼 |
| Colonial Trust Co | 1,682 | $35.9 萬 | 0.05% | +40+2.4% | 加碼 |
| Signature Equity Partners, LLC | 1,683 | $36.0 萬 | 0.19% | −13−0.8% | 減碼 |
| Bank of Jackson Hole Trust | 1,685 | $36.0 萬 | 0.17% | +1,257+293.7% | 加碼 |
| Manhattan West Asset Management, LLC | 1,685 | $36.0 萬 | 0.07% | +493+41.4% | 加碼 |
| Rialto Wealth Management, LLC | 1,689 | $36.1 萬 | 0.08% | +126+8.1% | 加碼 |
| Legacy Wealth Partners, LLC | 1,691 | $36.1 萬 | 0.09% | +63+3.9% | 加碼 |
| GW&K Investment Management, LLC | 1,694 | $36.2 萬 | 0.00% | +18+1.1% | 加碼 |
| SilverOak Wealth Management LLC | 1,695 | $36.2 萬 | 0.06% | −226−11.8% | 減碼 |
| Clear Wave Wealth Management LLC | 1,695 | $36.2 萬 | 0.09% | +1,695 | 新進 |
| AlphaGrep UK Ltd | 1,697 | $36.3 萬 | 0.11% | +1,697 | 新進 |
| Retireful, LLC | 1,700 | $36.3 萬 | 0.51% | +70+4.3% | 加碼 |
| Wolff Wiese Magana LLC | 1,704 | $36.4 萬 | 0.20% | +293+20.8% | 加碼 |
| Wealthedge Investment Advisors, LLC | 1,713 | $36.6 萬 | 0.13% | +1,713 | 新進 |
| Foronjy Financial LLC | 1,715 | $36.6 萬 | 0.15% | −77−4.3% | 減碼 |
| Leigh Baldwin & Co., LLC | 1,716 | $36.7 萬 | 0.24% | −590−25.6% | 減碼 |
| North Star Asset Management Inc | 1,717 | $36.7 萬 | 0.02% | +30+1.8% | 加碼 |
| Planned Solutions, Inc. | 1,720 | $36.7 萬 | 0.12% | 00.0% | 不變 |
| Traveka Wealth, LLC | 1,724 | $36.8 萬 | 0.14% | +3+0.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 1,730 | $37.0 萬 | 0.01% | −155−8.2% | 減碼 |
| D'Orazio & Associates, Inc. | 1,733 | $37.0 萬 | 0.05% | +360+26.2% | 加碼 |
| Ashton Thomas Securities, LLC | 1,728 | $37.0 萬 | 0.05% | +25+1.5% | 加碼 |
| Greenspring Advisors, LLC | 1,735 | $37.1 萬 | 0.02% | −3−0.2% | 減碼 |
| Breakthru Advisory Services, LLC | 1,737 | $37.1 萬 | 0.60% | −42−2.4% | 減碼 |
| FDx Advisors, Inc. | 1,742 | $37.2 萬 | 0.12% | −649−27.1% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,742 | $37.2 萬 | 0.07% | +1,742 | 新進 |
| Univest Financial Corp | 1,747 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 1,748 | $37.3 萬 | 0.01% | −235−11.9% | 減碼 |
| Sepio Capital, LP | 1,756 | $37.5 萬 | 0.02% | −329−15.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,757 | $37.5 萬 | 0.09% | +143+8.9% | 加碼 |
| Consilio Wealth Advisors, LLC | 1,759 | $37.6 萬 | 0.11% | +50+2.9% | 加碼 |
| FMB Wealth Management | 1,760 | $37.6 萬 | 0.16% | −300−14.6% | 減碼 |
| Fedenia Advisers LLC | 1,768 | $37.8 萬 | 0.28% | −15,851−90.0% | 減碼 |
| Fulcrum Equity Management | 1,768 | $37.8 萬 | 0.37% | +414+30.6% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 1,770 | $37.8 萬 | 0.05% | +41+2.4% | 加碼 |
| Elevation Wealth Management LLC | 1,771 | $37.8 萬 | 0.35% | +3+0.2% | 加碼 |
| Altar Rock LLC | 1,771 | $37.9 萬 | 0.44% | −554−23.8% | 減碼 |
| Hamilton Capital, LLC | 1,774 | $37.9 萬 | 0.02% | −226−11.3% | 減碼 |
| Arta Finance Wealth Management LLC | 1,776 | $37.9 萬 | 0.19% | +83+4.9% | 加碼 |
| Rakuten Securities, Inc. | 1,777 | $38.0 萬 | 0.16% | +859+93.6% | 加碼 |
| Peterson Wealth Services | 1,780 | $38.0 萬 | 0.09% | +216+13.8% | 加碼 |
| Headinvest, LLC | 1,785 | $38.1 萬 | 0.08% | −445−20.0% | 減碼 |
| Simon Quick Advisors, LLC | 1,789 | $38.2 萬 | 0.02% | −980−35.4% | 減碼 |
| Nolet Wealth Management, LLC | 1,793 | $38.3 萬 | 0.22% | −23−1.3% | 減碼 |
| David R. Rahn & Associates Inc. | 1,794 | $38.3 萬 | 0.11% | −67−3.6% | 減碼 |
| SJS Investment Consulting Inc. | 1,795 | $38.4 萬 | 0.05% | +579+47.6% | 加碼 |
| Intelligence Driven Advisers, LLC | 1,795 | $38.4 萬 | 0.07% | +110+6.5% | 加碼 |
| Sprott Inc. | 1,800 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 1,808 | $38.6 萬 | 0.06% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 1,816 | $38.8 萬 | 0.03% | +1,816 | 新進 |
| Ballast Advisors LLC | 1,825 | $39.0 萬 | 0.11% | −100−5.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,844 | $39.4 萬 | 0.16% | −148−7.4% | 減碼 |
| Dynamic Wealth Strategies, LLC | 1,845 | $39.4 萬 | 0.23% | −599−24.5% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 1,848 | $39.5 萬 | 0.18% | −382−17.1% | 減碼 |
| Stony Point Wealth Management Inc. | 1,855 | $39.6 萬 | 0.16% | +27+1.5% | 加碼 |
| Asset One Wealth Management LLC | 1,537 | $39.7 萬 | 0.04% | +1,537 | 新進 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1,862 | $39.8 萬 | 0.19% | +1,862 | 新進 |
| Golden Reserve Retirement LLC | 1,871 | $40.0 萬 | 0.08% | +642+52.2% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,876 | $40.1 萬 | 0.09% | +1,876 | 新進 |
| Saranac Partners Ltd | 1,733 | $40.1 萬 | 0.17% | −467−21.2% | 減碼 |