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
- 2,651
- 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 | 3,143 | $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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 15,475 | $330.6 萬 | 1.84% | +475+3.2% | 加碼 |
| Snowden Capital Advisors LLC | 15,432 | $330.1 萬 | 0.09% | +450+3.0% | 加碼 |
| PCM Encore, LLC | 15,451 | $330.1 萬 | 0.68% | +394+2.6% | 加碼 |
| Middleton & Co Inc | 15,431 | $329.7 萬 | 0.38% | −725−4.5% | 減碼 |
| Fidelis Capital Partners, LLC | 15,270 | $326.3 萬 | 0.23% | +490+3.3% | 加碼 |
| Precision Wealth Strategies, LLC | 15,082 | $322.2 萬 | 1.07% | +15,082 | 新進 |
| Equitable Holdings, Inc. | 18,701 | $320.8 萬 | 0.02% | −95−0.5% | 減碼 |
| Smithfield Trust Co | 14,990 | $320.6 萬 | 0.14% | −900−5.7% | 減碼 |
| Cohen Klingenstein LLC | 15,000 | $320.5 萬 | 0.10% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 14,958 | $319.6 萬 | 0.11% | +14,958 | 新進 |
| Capstone Wealth Management Group LLC | 14,907 | $318.5 萬 | 1.96% | −1,316−8.1% | 減碼 |
| Trust Co of Oklahoma | 14,887 | $318.1 萬 | 0.93% | −540−3.5% | 減碼 |
| Sagespring Wealth Partners, LLC | 14,885 | $318.0 萬 | 0.06% | +1,099+8.0% | 加碼 |
| Howard Capital Management Inc. | 14,857 | $317.4 萬 | 0.05% | −20,556−58.0% | 減碼 |
| Gold Investment Management Ltd. | 14,736 | $314.8 萬 | 0.98% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 14,690 | $313.9 萬 | 0.22% | +800+5.8% | 加碼 |
| Dara Capital US, Inc. | 14,623 | $312.4 萬 | 2.96% | +560+4.0% | 加碼 |
| Cypress Capital, LLC | 14,617 | $312.3 萬 | 0.89% | −279−1.9% | 減碼 |
| Prudent Man Advisors, LLC | 14,598 | $311.9 萬 | 0.93% | +3,485+31.4% | 加碼 |
| Winslow Capital Management, LLC | 14,589 | $311.7 萬 | 0.01% | −7,381−33.6% | 減碼 |
| Mattson Financial Services, LLC | 14,519 | $310.2 萬 | 0.74% | −2,462−14.5% | 減碼 |
| Abc Arbitrage SA | 14,469 | $309.1 萬 | 0.41% | +14,469 | 新進 |
| KRS Capital Management, LLC | 14,441 | $308.5 萬 | 1.89% | −34−0.2% | 減碼 |
| Kirtland Hills Capital Management, LLC | 11,613 | $307.7 萬 | 0.98% | +196+1.7% | 加碼 |
| National Wealth Management Group, LLC | 14,402 | $307.7 萬 | 1.15% | −143−1.0% | 減碼 |
| WCG Wealth Advisors LLC | 14,332 | $306.2 萬 | 0.09% | −12,662−46.9% | 減碼 |
| Trust Asset Management LLC | 14,328 | $306.1 萬 | 0.22% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 14,184 | $303.4 萬 | 2.86% | −448−3.1% | 減碼 |
| Americana Partners, LLC | 14,160 | $302.5 萬 | 0.08% | +5,969+72.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 14,047 | $302.5 萬 | 0.07% | −6,614−32.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 14,150 | $302.3 萬 | 0.10% | −670−4.5% | 減碼 |
| Goldstream Capital Management Ltd | 14,145 | $302.2 萬 | 4.50% | −3,763−21.0% | 減碼 |
| Fulcrum Asset Management LLP | 15,104 | $302.0 萬 | 0.46% | +8,108+115.9% | 加碼 |
| Milestone Asset Management, LLC | 14,104 | $301.3 萬 | 0.56% | −1,942−12.1% | 減碼 |
| Optimize Financial Inc | 14,058 | $300.4 萬 | 1.48% | +14,058 | 新進 |
| Wealthspire Advisors, LLC | 14,036 | $299.9 萬 | 0.02% | −5,115−26.7% | 減碼 |
| Y.D. More Investments Ltd | 14,023 | $299.6 萬 | 0.12% | 00.0% | 不變 |
| Capula Management Ltd | 13,964 | $298.4 萬 | 0.03% | +13,964 | 新進 |
| Accent Capital Management, LLC | 13,907 | $297.5 萬 | 1.44% | −126−0.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 13,790 | $294.6 萬 | 0.17% | −972−6.6% | 減碼 |
| RMB Capital Management, LLC | 13,609 | $291.1 萬 | 0.05% | +439+3.3% | 加碼 |
| TCG Advisory Services, LLC | 13,588 | $290.3 萬 | 0.07% | +218+1.6% | 加碼 |
| Arista Wealth Management, LLC | 13,580 | $290.2 萬 | 0.35% | −2,814−17.2% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 13,565 | $289.8 萬 | 2.44% | −2,905−17.6% | 減碼 |
| Argonautica Private Wealth Management, Inc | 13,541 | $289.3 萬 | 0.88% | −97−0.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 13,538 | $289.2 萬 | 0.09% | −3,100−18.6% | 減碼 |
| KPP Advisory Services LLC | 13,520 | $288.9 萬 | 0.42% | −1,689−11.1% | 減碼 |
| Destination Wealth Management | 13,511 | $288.7 萬 | 0.07% | +9,936+277.9% | 加碼 |
| McDaniel Terry & Co | 13,500 | $288.4 萬 | 0.25% | 00.0% | 不變 |
| Abundance Wealth Counselors | 13,412 | $286.6 萬 | 0.41% | +1,214+10.0% | 加碼 |
| GeoWealth Management, LLC | 13,393 | $286.2 萬 | 0.10% | +4,569+51.8% | 加碼 |
| Resources Investment Advisors, LLC. | 13,375 | $285.8 萬 | 0.03% | −1,874−12.3% | 減碼 |
| Florida Financial Advisors, LLC | 13,331 | $284.9 萬 | 0.68% | +1,955+17.2% | 加碼 |
| Alta Wealth Advisors LLC | 13,313 | $284.4 萬 | 0.92% | +150+1.1% | 加碼 |
| Oakworth Capital, Inc. | 13,310 | $284.4 萬 | 0.15% | 00.0% | 不變 |
| Sig Brokerage, LP | 13,303 | $284.2 萬 | 0.80% | −4,701−26.1% | 減碼 |
| Fort Point Capital Partners LLC | 13,272 | $283.9 萬 | 0.38% | −103−0.8% | 減碼 |
| Quantitative Investment Management, LLC | 13,241 | $282.9 萬 | 0.29% | +13,241 | 新進 |
| Perennial Advisors, LLC | 13,230 | $282.7 萬 | 0.48% | −2,305−14.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 13,212 | $282.3 萬 | 0.07% | −1,239,465−98.9% | 減碼 |
| Sovran Advisors, LLC | 10,944 | $282.2 萬 | 0.22% | +2,139+24.3% | 加碼 |
| Regal Investment Advisors LLC | 13,192 | $281.9 萬 | 0.16% | +545+4.3% | 加碼 |
| Cornerstone Planning, LLC | 13,167 | $281.6 萬 | 0.64% | +13,167 | 新進 |
| Arete Wealth Advisors, LLC | 13,174 | $281.3 萬 | 0.21% | −10,316−43.9% | 減碼 |
| Nicolet Bankshares Inc | 12,920 | $280.3 萬 | 0.10% | +3,655+39.4% | 加碼 |
| Verdence Capital Advisors LLC | 13,003 | $277.8 萬 | 0.16% | +1,591+13.9% | 加碼 |
| LOM Asset Management Ltd | 12,943 | $276.5 萬 | 0.79% | +816+6.7% | 加碼 |
| Hilltop Holdings Inc. | 12,896 | $275.5 萬 | 0.25% | −14,089−52.2% | 減碼 |
| VMS Asset Management Limited | 12,880 | $275.2 萬 | 1.68% | +12,880 | 新進 |
| Myriad Asset Management Advisors LLC | 12,832 | $274.5 萬 | 0.81% | +72+0.6% | 加碼 |
| KCM Investment Advisors LLC | 12,723 | $271.8 萬 | 0.09% | +859+7.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 12,663 | $270.6 萬 | 0.15% | +1,183+10.3% | 加碼 |
| Security National Bank of Sioux City Iowa | 12,594 | $269.1 萬 | 1.59% | −1,387−9.9% | 減碼 |
| Reflection Asset Management | 12,541 | $268.0 萬 | 1.64% | −1,761−12.3% | 減碼 |
| Cumberland Partners Ltd | 12,500 | $267.1 萬 | 0.20% | +12,500 | 新進 |
| Peregrine Asset Advisers, Inc. | 12,470 | $266.4 萬 | 0.72% | +12,470 | 新進 |
| Geneva Partners, LLC | 12,398 | $264.9 萬 | 1.27% | +12,398 | 新進 |
| Werba Rubin Papier Wealth Management | 12,389 | $264.7 萬 | 0.37% | +10,698+632.6% | 加碼 |
| Parisi Gray Wealth Management | 12,336 | $263.6 萬 | 0.63% | +3,428+38.5% | 加碼 |
| PDT Partners, LLC | 12,300 | $262.8 萬 | 0.16% | +12,300 | 新進 |
| WD Rutherford LLC | 12,281 | $262.4 萬 | 1.17% | +2,218+22.0% | 加碼 |
| Shelton Wealth Management, LLC | 12,248 | $261.7 萬 | 1.15% | −6,180−33.5% | 減碼 |
| 111 Capital | 12,147 | $259.5 萬 | 0.64% | +3,262+36.7% | 加碼 |
| Sumitomo Life Insurance Co | 12,128 | $259.1 萬 | 0.06% | +7,119+142.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 12,120 | $259.0 萬 | 0.52% | −1,290−9.6% | 減碼 |
| Global Financial Private Client, LLC | 12,107 | $258.7 萬 | 0.85% | +1,070+9.7% | 加碼 |
| Tounjian Advisory Partners, LLC | 12,100 | $258.5 萬 | 0.93% | −748−5.8% | 減碼 |
| Choate Investment Advisors | 12,088 | $258.3 萬 | 0.05% | −959−7.4% | 減碼 |
| Joel Isaacson & Co., LLC | 12,071 | $257.9 萬 | 0.09% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 12,070 | $257.9 萬 | 0.15% | +697+6.1% | 加碼 |
| Private Trust Co NA | 12,051 | $257.5 萬 | 0.23% | +500+4.3% | 加碼 |
| Henson-Edgewater Management, LLC | 12,049 | $257.4 萬 | 1.64% | −220−1.8% | 減碼 |
| Boxwood Ventures, Inc. | 11,990 | $256.5 萬 | 2.72% | 00.0% | 不變 |
| American State Bank (Iowa) | 12,000 | $256.4 萬 | 1.23% | 00.0% | 不變 |
| Nations Financial Group Inc, | 11,993 | $256.2 萬 | 0.13% | +4,790+66.5% | 加碼 |
| Cigna Investments Inc | 11,961 | $255.5 萬 | 0.40% | −195−1.6% | 減碼 |
| Savvy Advisors, Inc. | 11,945 | $255.2 萬 | 0.07% | +2,826+31.0% | 加碼 |
| Brendel Financial Advisors LLC | 11,907 | $254.4 萬 | 1.26% | +11,907 | 新進 |
| Capital Performance Advisors LLP | 11,860 | $253.4 萬 | 0.17% | +301+2.6% | 加碼 |
| Bannerstone Capital Management, LLC | 11,774 | $250.7 萬 | 2.60% | +1,697+16.8% | 加碼 |