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 |
|---|---|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | 2,285 | $48.8 萬 | 0.15% | −1,517−39.9% | 減碼 |
| Pines Wealth Management, LLC | 2,294 | $49.0 萬 | 0.16% | −576−20.1% | 減碼 |
| United Capital Management of KS, Inc. | 2,300 | $49.1 萬 | 0.07% | −2,000−46.5% | 減碼 |
| Matters Capital LLC | 2,310 | $49.4 萬 | 0.44% | 00.0% | 不變 |
| Hoey Investments, Inc | 2,320 | $49.6 萬 | 0.07% | +100+4.5% | 加碼 |
| Stonebrook Private Inc. | 2,322 | $49.6 萬 | 0.11% | +171+7.9% | 加碼 |
| Interchange Capital Partners, LLC | 5,515 | $49.6 萬 | 0.16% | −1,974−26.4% | 減碼 |
| Tilson Financial Group, Inc. | 2,325 | $49.7 萬 | 0.15% | 00.0% | 不變 |
| Palouse Capital Management, Inc. | 2,330 | $49.8 萬 | 0.33% | −214−8.4% | 減碼 |
| Essex Savings Bank | 2,332 | $49.8 萬 | 0.11% | −271−10.4% | 減碼 |
| Connecticut Capital Management Group, LLC | 2,339 | $50.0 萬 | 0.47% | +1,068+84.0% | 加碼 |
| Stillwater Capital Advisors, LLC | 2,345 | $50.1 萬 | 0.06% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 1,940 | $50.2 萬 | 0.04% | +130+7.2% | 加碼 |
| OneAscent Investment Solutions LLC | 2,351 | $50.2 萬 | 0.50% | +652+38.4% | 加碼 |
| Stock Yards Bank & Trust Co | 2,355 | $50.3 萬 | 0.02% | +34+1.5% | 加碼 |
| Douglas Lane & Associates, LLC | 2,356 | $50.3 萬 | 0.01% | −510−17.8% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 2,360 | $50.4 萬 | 0.17% | +3+0.1% | 加碼 |
| Gabelli Funds LLC | 2,360 | $50.4 萬 | 0.00% | −30−1.3% | 減碼 |
| Drucker Wealth 3.0, LLC | 2,368 | $50.6 萬 | 0.09% | +153+6.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,373 | $50.7 萬 | 0.01% | +316+15.4% | 加碼 |
| Medallion Wealth Advisors, LLC | 2,391 | $51.1 萬 | 0.17% | −11−0.5% | 減碼 |
| Quantessence Capital LLC | 2,392 | $51.1 萬 | 2.49% | +2,392 | 新進 |
| Mitchell Capital Management Co | 2,393 | $51.1 萬 | 0.09% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 2,395 | $51.2 萬 | 0.02% | +289+13.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 2,397 | $51.2 萬 | 0.03% | +10.0% | 加碼 |
| Principal Street Partners, LLC | 2,400 | $51.3 萬 | 0.08% | 00.0% | 不變 |
| Kennicott Capital Management LLC | 2,400 | $51.3 萬 | 0.28% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 2,406 | $51.4 萬 | 0.14% | +2,406 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,412 | $51.5 萬 | 0.01% | +343+16.6% | 加碼 |
| MJP Associates Inc | 2,414 | $51.6 萬 | 0.06% | +57+2.4% | 加碼 |
| Davis R M Inc | 2,419 | $51.7 萬 | 0.01% | −100−4.0% | 減碼 |
| Lazari Capital Management, Inc. | 2,425 | $51.8 萬 | 0.18% | −13−0.5% | 減碼 |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,425 | $51.9 萬 | 0.07% | +1,865+333.0% | 加碼 |
| Canopy Partners, LLC | 2,431 | $51.9 萬 | 0.18% | +282+13.1% | 加碼 |
| Greenup Street Wealth Management LLC | 2,433 | $52.0 萬 | 0.07% | +44+1.8% | 加碼 |
| Second Half Financial Partners, LLC | 2,434 | $52.0 萬 | 0.23% | +2,434 | 新進 |
| Berger Financial Group, Inc | 2,435 | $52.0 萬 | 0.03% | +52+2.2% | 加碼 |
| First County Bank | 2,441 | $52.2 萬 | 0.28% | −140−5.4% | 減碼 |
| Andina Capital Management, LLC | 2,444 | $52.2 萬 | 0.46% | +2,444 | 新進 |
| LRI Investments, LLC | 2,446 | $52.3 萬 | 0.05% | +971+65.8% | 加碼 |
| COFG Advisors, LLC | 2,448 | $52.3 萬 | 0.13% | −15−0.6% | 減碼 |
| Meridian Investment Counsel Inc. | 2,450 | $52.3 萬 | 0.12% | −400−14.0% | 減碼 |
| Wellington-Altus USA Inc. | 1,210 | $52.4 萬 | 0.31% | −351−22.5% | 減碼 |
| Jacobsen Capital Management | 2,460 | $52.6 萬 | 0.18% | −268−9.8% | 減碼 |
| Vanguard National Trust Co | 2,471 | $52.8 萬 | 0.03% | +2,471 | 新進 |
| B&L Asset Management LLC | 2,500 | $53.4 萬 | 0.23% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 2,501 | $53.4 萬 | 0.11% | +2,501 | 新進 |
| FSB Premier Wealth Management, Inc. | 2,505 | $53.5 萬 | 0.17% | +370+17.3% | 加碼 |
| Birchwood Financial Partners, Inc. | 2,508 | $53.6 萬 | 0.52% | −182−6.8% | 減碼 |
| Bensler, LLC | 2,510 | $53.6 萬 | 0.06% | +170+7.3% | 加碼 |
| Aries Wealth Management | 2,510 | $53.6 萬 | 0.12% | −250−9.1% | 減碼 |
| Diversified Enterprises, LLC | 2,523 | $53.9 萬 | 0.03% | −54−2.1% | 減碼 |
| Facet Wealth, Inc. | 2,536 | $54.2 萬 | 0.01% | +1,021+67.4% | 加碼 |
| Signal Advisors Wealth, LLC | 2,539 | $54.3 萬 | 0.04% | −947−27.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,104 | $54.4 萬 | 0.01% | −53−2.5% | 減碼 |
| Foster Group, Inc. | 2,550 | $54.5 萬 | 0.02% | +254+11.1% | 加碼 |
| Baldwin Brothers Inc | 2,551 | $54.5 萬 | 0.04% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 2,556 | $54.6 萬 | 0.09% | −117−4.4% | 減碼 |
| Athena Wealth Management, LLC | 2,562 | $54.7 萬 | 0.45% | −96−3.6% | 減碼 |
| Transcend Wealth Collective, LLC | 2,566 | $54.8 萬 | 0.04% | −26−1.0% | 減碼 |
| BlackDiamond Wealth Management Inc. | 2,569 | $54.9 萬 | 0.26% | +179+7.5% | 加碼 |
| CM Wealth Advisors LLC | 2,573 | $55.0 萬 | 0.12% | +155+6.4% | 加碼 |
| Vicus Capital | 2,602 | $55.6 萬 | 0.04% | −68−2.5% | 減碼 |
| Colonial River Wealth Management, LLC | 2,603 | $55.6 萬 | 0.20% | +54+2.1% | 加碼 |
| Asset Dedication, LLC | 2,610 | $55.8 萬 | 0.04% | −194−6.9% | 減碼 |
| Ameritas Advisory Services, LLC | 2,614 | $55.9 萬 | 0.02% | +2,614 | 新進 |
| Smart Money Group LLC | 2,618 | $55.9 萬 | 0.16% | −216−7.6% | 減碼 |
| Dunhill Financial, LLC | 2,625 | $56.1 萬 | 0.13% | +2,503+2,051.6% | 加碼 |
| United Advisor Group, LLC | 2,627 | $56.1 萬 | 0.07% | +649+32.8% | 加碼 |
| Norris Perne & French LLP | 2,630 | $56.2 萬 | 0.03% | −70−2.6% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,627 | $56.2 萬 | 0.16% | +282+12.0% | 加碼 |
| Financial Management Professionals, Inc. | 2,631 | $56.3 萬 | 0.06% | +65+2.5% | 加碼 |
| Continuum Wealth Advisors, LLC | 2,641 | $56.4 萬 | 0.23% | +10.0% | 加碼 |
| Family Management Corp | 2,641 | $56.4 萬 | 0.07% | +247+10.3% | 加碼 |
| Aigen Investment Management, LP | 2,649 | $56.6 萬 | 0.15% | +2,649 | 新進 |
| Grandfield & Dodd, LLC | 2,650 | $56.6 萬 | 0.03% | 00.0% | 不變 |
| Fox Hill Wealth Management | 2,651 | $56.6 萬 | 0.27% | +2,651 | 新進 |
| Iams Wealth Management, LLC | 2,653 | $56.7 萬 | 0.20% | +2,653 | 新進 |
| Private Wealth Asset Management, LLC | 2,655 | $56.7 萬 | 0.06% | −48−1.8% | 減碼 |
| Parthenon LLC | 2,660 | $56.8 萬 | 0.06% | 00.0% | 不變 |
| Syverson Strege & Co | 2,661 | $56.9 萬 | 0.14% | +604+29.4% | 加碼 |
| CFO4Life Group, LLC | 2,661 | $56.9 萬 | 0.09% | −1,067−28.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 2,663 | $56.9 萬 | 0.08% | −1,486−35.8% | 減碼 |
| Driehaus Capital Management LLC | 2,663 | $56.9 萬 | 0.00% | −614−18.7% | 減碼 |
| Pictet & Cie (Europe) SA | 2,665 | $56.9 萬 | 0.01% | −525−16.5% | 減碼 |
| HBW Advisory Services LLC | 2,676 | $57.2 萬 | 0.06% | +267+11.1% | 加碼 |
| Fragasso Group Inc. | 2,594 | $57.2 萬 | 0.03% | +310+13.6% | 加碼 |
| Paragon Private Wealth Management, LLC | 2,684 | $57.3 萬 | 0.18% | +210+8.5% | 加碼 |
| Claro Advisors LLC | 2,686 | $57.4 萬 | 0.07% | +432+19.2% | 加碼 |
| Element Wealth, LLC | 2,692 | $57.5 萬 | 0.24% | −130−4.6% | 減碼 |
| Shay Capital LLC | 2,700 | $57.7 萬 | 0.08% | +2,700 | 新進 |
| Cane Capital Partners, LLC | 2,706 | $57.8 萬 | 0.26% | −231−7.9% | 減碼 |
| Hobart Private Capital, LLC | 2,707 | $57.8 萬 | 0.11% | +2,707 | 新進 |
| Parcion Private Wealth LLC | 2,712 | $57.9 萬 | 0.04% | +290+12.0% | 加碼 |
| Fortis Capital Advisors, LLC | 2,716 | $58.0 萬 | 0.08% | +2,716 | 新進 |
| Stonebridge Financial Group, LLC | 2,719 | $58.1 萬 | 0.05% | −33−1.2% | 減碼 |
| SMART Wealth LLC | 2,724 | $58.2 萬 | 0.17% | +348+14.6% | 加碼 |
| Cambria Investment Management, L.P. | 2,734 | $58.4 萬 | 0.03% | +646+30.9% | 加碼 |
| Blume Capital Management, Inc. | 2,750 | $58.8 萬 | 0.10% | −94−3.3% | 減碼 |
| Corient IA LLC | 2,750 | $58.8 萬 | 0.55% | +2,750 | 新進 |