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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 19,951 | $426.3 萬 | 0.52% | −8,155−29.0% | 減碼 |
| Westpac Banking Corp | 19,945 | $426.1 萬 | 0.30% | −7,047−26.1% | 減碼 |
| Sowell Financial Services LLC | 19,790 | $422.8 萬 | 0.16% | +426+2.2% | 加碼 |
| Anson Funds Management LP | 19,750 | $422.0 萬 | 0.56% | +19,750 | 新進 |
| Icon Wealth Advisors, LLC | 16,911 | $420.7 萬 | 0.27% | −638−3.6% | 減碼 |
| J. Stern & Co. LLP | 19,664 | $420.1 萬 | 0.41% | −3,439,713−99.4% | 減碼 |
| Coastal Bridge Advisors, LLC | 19,563 | $418.0 萬 | 0.30% | −1,475−7.0% | 減碼 |
| PFG Advisors | 19,559 | $417.9 萬 | 0.20% | −5,190−21.0% | 減碼 |
| Change Path, LLC | 19,492 | $416.5 萬 | 0.10% | −2,480−11.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 19,446 | $415.5 萬 | 0.44% | −5,378−21.7% | 減碼 |
| Circle Wealth Management, LLC | 19,329 | $413.0 萬 | 0.06% | −4,585−19.2% | 減碼 |
| Matisse Capital | 19,130 | $408.7 萬 | 1.75% | +393+2.1% | 加碼 |
| Leelyn Smith, LLC | 18,947 | $404.8 萬 | 0.57% | −363−1.9% | 減碼 |
| Magnus Financial Group LLC | 18,947 | $404.8 萬 | 0.33% | −3,942−17.2% | 減碼 |
| Eads & Heald Wealth Management | 18,937 | $404.6 萬 | 2.02% | −4,051−17.6% | 減碼 |
| Nomura Asset Management International Inc. | 18,919 | $404.2 萬 | 0.01% | +687+3.8% | 加碼 |
| Invera Wealth Advisors, LLC | 18,904 | $403.9 萬 | 2.59% | −1,100−5.5% | 減碼 |
| Regions Financial Corp | 18,897 | $403.8 萬 | 0.03% | −1,181−5.9% | 減碼 |
| Tocqueville Asset Management L.P. | 18,885 | $403.5 萬 | 0.06% | +13+0.1% | 加碼 |
| Parkway Wealth Management Group, LLC | 15,557 | $402.6 萬 | 0.51% | +733+4.9% | 加碼 |
| Ronald Blue Trust, Inc. | 18,838 | $402.5 萬 | 0.05% | +1,282+7.3% | 加碼 |
| Frec Markets, Inc. | 18,824 | $402.2 萬 | 0.68% | +3,618+23.8% | 加碼 |
| Bridgeway Capital Management, LLC | 18,800 | $401.7 萬 | 0.08% | 00.0% | 不變 |
| Totem Point Management, LLC | 18,747 | $400.5 萬 | 5.11% | +18,747 | 新進 |
| Trustmark National Bank Trust Department | 18,706 | $399.7 萬 | 0.26% | −65−0.3% | 減碼 |
| Qtron Investments LLC | 18,629 | $398.0 萬 | 0.54% | +50.0% | 加碼 |
| LCNB Corp | 18,609 | $397.6 萬 | 1.34% | −1,470−7.3% | 減碼 |
| Integrated Advisors Network LLC | 18,538 | $396.1 萬 | 0.21% | +5,948+47.2% | 加碼 |
| Accurate Wealth Management, LLC | 15,031 | $395.8 萬 | 0.48% | −492−3.2% | 減碼 |
| Farmers & Merchants Investments Inc | 18,505 | $395.4 萬 | 0.11% | +1,985+12.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,470 | $394.6 萬 | 0.31% | +2,300+14.2% | 加碼 |
| Grimes & Company, Inc. | 18,421 | $393.6 萬 | 0.11% | +6,445+53.8% | 加碼 |
| Paradigm Asset Management Co LLC | 18,300 | $391.0 萬 | 0.92% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 18,275 | $390.9 萬 | 0.32% | −1,387−7.1% | 減碼 |
| DGS Capital Management, LLC | 18,283 | $390.6 萬 | 0.64% | +836+4.8% | 加碼 |
| Patton Fund Management, Inc. | 18,274 | $390.4 萬 | 0.66% | −33,161−64.5% | 減碼 |
| Davenport & Co LLC | 18,263 | $390.2 萬 | 0.02% | −2,178−10.7% | 減碼 |
| Wedbush Securities Inc | 18,192 | $388.7 萬 | 0.11% | −552−2.9% | 減碼 |
| Alternative Investment Advisors, LLC. | 18,176 | $388.4 萬 | 1.72% | −1,513−7.7% | 減碼 |
| Strengthening Families & Communities, LLC | 18,075 | $386.2 萬 | 0.96% | +18,075 | 新進 |
| TIAA Wealth Investment Management LLC | 18,058 | $385.8 萬 | 0.03% | +18,058 | 新進 |
| Legacy Wealth Asset Management, LLC | 18,015 | $384.9 萬 | 0.94% | −1,874−9.4% | 減碼 |
| Trust Co of Toledo NA | 17,975 | $384.1 萬 | 0.36% | −1,645−8.4% | 減碼 |
| Marietta Investment Partners LLC | 17,974 | $384.0 萬 | 0.77% | +1,182+7.0% | 加碼 |
| AMF Pensionsforsakring AB | 17,916 | $382.8 萬 | 0.03% | 00.0% | 不變 |
| Ostrum Asset Management | 17,874 | $381.9 萬 | 0.21% | −6,122−25.5% | 減碼 |
| One Charles Private Wealth Services, LLC | 17,830 | $381.0 萬 | 0.95% | −22−0.1% | 減碼 |
| Encompass Wealth Advisors, LLC | 17,818 | $380.7 萬 | 1.32% | 00.0% | 不變 |
| Kuhn & Co Investment Counsel | 17,725 | $378.7 萬 | 2.44% | −1,466−7.6% | 減碼 |
| Archford Capital Strategies, LLC | 17,711 | $378.4 萬 | 0.43% | +3,950+28.7% | 加碼 |
| Darwin Advisors, LLC | 17,564 | $375.3 萬 | 1.17% | −990−5.3% | 減碼 |
| Fulton Bank, N.A. | 17,519 | $374.3 萬 | 0.13% | +162+0.9% | 加碼 |
| Evergreen Capital Management LLC | 17,468 | $373.6 萬 | 0.08% | +686+4.1% | 加碼 |
| Torrey Growth & Income Advisors | 17,900 | $373.0 萬 | 1.57% | −1,000−5.3% | 減碼 |
| Altman Advisors, Inc. | 17,408 | $371.9 萬 | 1.54% | +250+1.5% | 加碼 |
| Cloverfields Capital Group, LP | 17,407 | $371.9 萬 | 1.20% | −3,358−16.2% | 減碼 |
| Howard Hughes Medical Institute | 17,396 | $371.7 萬 | 0.89% | +17,126+6,343.0% | 加碼 |
| Deseret Mutual Benefit Administrators | 17,310 | $369.8 萬 | 1.26% | +9,551+123.1% | 加碼 |
| Concord Wealth Partners | 17,281 | $369.2 萬 | 0.48% | +206+1.2% | 加碼 |
| Paragon Advisors, LLC | 17,214 | $367.8 萬 | 0.99% | +17,214 | 新進 |
| Cache Advisors, LLC | 17,178 | $367.0 萬 | 0.42% | +5,928+52.7% | 加碼 |
| Kane Investment Management, Inc. | 17,149 | $366.9 萬 | 1.89% | −19−0.1% | 減碼 |
| Atomi Financial Group, Inc. | 17,153 | $366.5 萬 | 0.11% | +1,529+9.8% | 加碼 |
| BankPlus Trust Department | 17,143 | $366.3 萬 | 0.98% | −3,805−18.2% | 減碼 |
| Concord Asset Management, LLC | 17,131 | $366.0 萬 | 0.62% | +243+1.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 17,102 | $365.9 萬 | 0.10% | −2,227−11.5% | 減碼 |
| Lighthouse Financial Services Inc | 13,281 | $361.8 萬 | 0.82% | −445−3.2% | 減碼 |
| National Asset Management, Inc. | 18,062 | $361.1 萬 | 0.23% | −56,256−75.7% | 減碼 |
| IFP Advisors, Inc | 16,858 | $360.2 萬 | 0.07% | −157−0.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 16,802 | $359.0 萬 | 0.24% | +13+0.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 16,739 | $358.0 萬 | 0.09% | +3,901+30.4% | 加碼 |
| Atlas Capital Advisors LLC | 16,730 | $357.5 萬 | 0.41% | −3,474−17.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 16,701 | $357.3 萬 | 0.82% | +302+1.8% | 加碼 |
| Huntleigh Advisors, Inc. | 16,712 | $357.1 萬 | 0.61% | +4,577+37.7% | 加碼 |
| KLCM Advisors, Inc. | 16,663 | $356.0 萬 | 0.31% | +1,646+11.0% | 加碼 |
| Jacobi Capital Management LLC | 16,647 | $355.7 萬 | 0.20% | −80−0.5% | 減碼 |
| Twin Capital Management Inc | 16,606 | $354.8 萬 | 0.46% | +8,407+102.5% | 加碼 |
| Capital Investment Counsel, Inc | 16,564 | $353.9 萬 | 0.43% | −25−0.2% | 減碼 |
| Salomon & Ludwin, LLC | 16,189 | $353.6 萬 | 0.32% | 00.0% | 不變 |
| Monument Capital Management | 16,549 | $353.6 萬 | 0.89% | +146+0.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,540 | $353.4 萬 | 0.12% | −137−0.8% | 減碼 |
| Sloy Dahl & Holst, LLC | 16,430 | $351.0 萬 | 0.48% | −500−3.0% | 減碼 |
| Oak Grove Capital LLC | 16,400 | $350.4 萬 | 0.60% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 16,399 | $350.4 萬 | 1.00% | −157−0.9% | 減碼 |
| Meridian Wealth Management, LLC | 16,355 | $349.4 萬 | 0.12% | +294+1.8% | 加碼 |
| Beaumont Financial Advisors, LLC | 16,327 | $348.8 萬 | 0.24% | −4,557−21.8% | 減碼 |
| True North Advisors, LLC | 16,101 | $344.0 萬 | 0.39% | −4,422−21.5% | 減碼 |
| Simplex Trading, LLC | 16,078 | $343.5 萬 | 0.11% | −19,682−55.0% | 減碼 |
| Baader Bank INC | 16,530 | $343.5 萬 | 0.34% | +9,126+123.3% | 加碼 |
| Wealth Alliance | 16,055 | $343.0 萬 | 0.34% | +846+5.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 16,009 | $342.1 萬 | 0.04% | +3,722+30.3% | 加碼 |
| Tradition Wealth Management, LLC | 15,998 | $341.8 萬 | 0.24% | −902−5.3% | 減碼 |
| Goelzer Investment Management, Inc. | 15,953 | $340.9 萬 | 0.16% | −111−0.7% | 減碼 |
| RFG Advisory, LLC | 15,937 | $340.5 萬 | 0.06% | −3,747−19.0% | 減碼 |
| Perpetual Ltd | 15,859 | $338.8 萬 | 0.05% | −2,757−14.8% | 減碼 |
| Donoghue Forlines LLC | 15,709 | $335.6 萬 | 0.93% | +313+2.0% | 加碼 |
| Formuepleje A/S | 15,640 | $334.2 萬 | 0.30% | +15,640 | 新進 |
| Stokes Family Office, LLC | 15,576 | $332.8 萬 | 0.34% | −230−1.5% | 減碼 |
| MBM Wealth Consultants, LLC | 15,526 | $331.7 萬 | 0.76% | −48−0.3% | 減碼 |
| Glen Eagle Advisors, LLC | 15,499 | $331.1 萬 | 0.46% | −538−3.4% | 減碼 |