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 |
|---|---|---|---|---|---|
| Harrell Investment Partners, LLC | 11,660 | $249.1 萬 | 0.59% | 00.0% | 不變 |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,572 | $247.2 萬 | 0.01% | +11,572 | 新進 |
| Alps Advisors Inc | 11,542 | $246.6 萬 | 0.01% | −3,263−22.0% | 減碼 |
| SRS Capital Advisors, Inc. | 11,515 | $246.0 萬 | 0.07% | +5,235+83.4% | 加碼 |
| Alpha Family Trust | 11,500 | $245.7 萬 | 1.19% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 11,457 | $244.8 萬 | 0.21% | +431+3.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 11,446 | $244.6 萬 | 0.12% | −4,880−29.9% | 減碼 |
| Carolina Wealth Advisors, LLC | 11,380 | $243.1 萬 | 1.01% | +9,084+395.6% | 加碼 |
| Inscription Capital, LLC | 11,367 | $242.9 萬 | 0.26% | −2,494−18.0% | 減碼 |
| Keystone Financial Group | 11,257 | $242.9 萬 | 0.17% | +207+1.9% | 加碼 |
| Maven Securities LTD | 11,373 | $242.8 萬 | 0.14% | +11,373 | 新進 |
| Wincap Financial LLC | 11,298 | $241.4 萬 | 1.61% | −4,719−29.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 11,253 | $240.4 萬 | 0.04% | −1,007−8.2% | 減碼 |
| Strategic Investment Advisors | 11,220 | $240.3 萬 | 0.17% | +5,671+102.2% | 加碼 |
| Ark Wealth Advisors LLC | 11,215 | $239.6 萬 | 2.37% | +50+0.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 11,214 | $239.6 萬 | 0.13% | +67+0.6% | 加碼 |
| AlphaCore Capital LLC | 11,192 | $239.4 萬 | 0.06% | −4,188−27.2% | 減碼 |
| Burns J W & Co Inc | 11,199 | $239.3 萬 | 0.27% | +19+0.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 11,152 | $238.3 萬 | 0.01% | −1,273−10.2% | 減碼 |
| Momentum Wealth Planning, LLC | 11,131 | $238.2 萬 | 2.15% | +11,131 | 新進 |
| Consolidated Planning Corp | 11,128 | $237.8 萬 | 0.39% | +11,128 | 新進 |
| Wright Investors Service Inc | 11,093 | $237.0 萬 | 0.75% | −22−0.2% | 減碼 |
| Strathmore Capital Advisors, Inc. | 8,800 | $235.6 萬 | 0.67% | −368−4.0% | 減碼 |
| RAM Investment Partners, LLC | 11,025 | $235.6 萬 | 0.41% | +695+6.7% | 加碼 |
| Paloma Partners Management Co | 11,000 | $235.0 萬 | 1.33% | 00.0% | 不變 |
| Lake Street Financial LLC | 10,999 | $235.0 萬 | 0.30% | −870−7.3% | 減碼 |
| Katamaran Capital LLP | 10,849 | $231.8 萬 | 2.06% | −275−2.5% | 減碼 |
| Alpine Woods Capital Investors, LLC | 10,810 | $231.0 萬 | 0.55% | −307−2.8% | 減碼 |
| Pathway Financial Advisers, LLC | 10,807 | $230.9 萬 | 0.65% | −561−4.9% | 減碼 |
| Hilton Head Capital Partners, LLC | 10,793 | $230.6 萬 | 1.30% | +300+2.9% | 加碼 |
| Bull Harbor Capital LLC | 10,790 | $230.5 萬 | 0.62% | +10,790 | 新進 |
| Global Trust Asset Management, LLC | 10,702 | $228.6 萬 | 0.87% | +60+0.6% | 加碼 |
| MOKAN Wealth Management Inc. | 10,690 | $228.6 萬 | 1.01% | +10,690 | 新進 |
| Greater Midwest Financial Group, LLC | 10,642 | $227.4 萬 | 1.22% | −790−6.9% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,632 | $227.2 萬 | 0.05% | −272−2.5% | 減碼 |
| SBI Securities Co., Ltd. | 10,626 | $227.0 萬 | 0.06% | +427+4.2% | 加碼 |
| Marex Group plc | 10,578 | $226.0 萬 | 0.02% | +9,304+730.3% | 加碼 |
| Woodward Diversified Capital, LLC | 8,410 | $225.0 萬 | 1.02% | −137−1.6% | 減碼 |
| BSW Wealth Partners | 10,502 | $224.4 萬 | 0.27% | −1,118−9.6% | 減碼 |
| Triangle Securities Wealth Management | 10,443 | $223.1 萬 | 0.51% | −5,454−34.3% | 減碼 |
| Prelude Capital Management, LLC | 10,423 | $222.7 萬 | 0.17% | +3,709+55.2% | 加碼 |
| AtlasMark Financial, Inc | 13,000 | $222.5 萬 | 1.44% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 10,408 | $222.4 萬 | 0.54% | −249−2.3% | 減碼 |
| Goldenstone Wealth Management LLC | 10,393 | $222.1 萬 | 1.62% | +2,399+30.0% | 加碼 |
| Willner & Heller, LLC | 10,363 | $221.4 萬 | 1.65% | −1,043−9.1% | 減碼 |
| NBC Securities, Inc. | 10,347 | $221.1 萬 | 0.17% | +1,501+17.0% | 加碼 |
| Lathrop Investment Management Corp | 10,338 | $220.9 萬 | 0.41% | −6,402−38.2% | 減碼 |
| Valeo Financial Advisors, LLC | 10,185 | $217.6 萬 | 0.05% | −6,439−38.7% | 減碼 |
| Angeles Wealth Management, LLC | 10,158 | $217.2 萬 | 0.12% | +2,015+24.7% | 加碼 |
| Adviser Investments LLC | 10,130 | $216.4 萬 | 0.02% | +1,862+22.5% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 10,105 | $215.9 萬 | 2.57% | 00.0% | 不變 |
| Western Wealth Management, LLC | 10,091 | $215.6 萬 | 0.08% | +7,139+241.8% | 加碼 |
| Keel Point, LLC | 10,090 | $215.6 萬 | 0.14% | +441+4.6% | 加碼 |
| Generali Investments, Management Co LLC | 10,082 | $215.4 萬 | 0.50% | −26,192−72.2% | 減碼 |
| Belpointe Asset Management LLC | 10,075 | $215.3 萬 | 0.08% | −5,642−35.9% | 減碼 |
| Avestar Capital, LLC | 10,064 | $215.1 萬 | 0.15% | −425−4.1% | 減碼 |
| Portfolio Design Labs, LLC | 10,062 | $215.0 萬 | 0.38% | −6,633−39.7% | 減碼 |
| McLaughlin Asset Management, Inc. | 10,024 | $214.2 萬 | 2.05% | −3,500−25.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 10,009 | $213.9 萬 | 0.07% | +1,252+14.3% | 加碼 |
| Elyxium Wealth, LLC | 9,980 | $213.2 萬 | 0.68% | +234+2.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,949 | $212.6 萬 | 0.03% | +525+5.6% | 加碼 |
| GoalVest Advisory LLC | 9,931 | $212.2 萬 | 0.41% | +31+0.3% | 加碼 |
| TritonPoint Partners, LLC | 9,911 | $212.0 萬 | 0.78% | −104−1.0% | 減碼 |
| Mirador Capital Partners LP | 9,910 | $211.7 萬 | 0.30% | −3,030−23.4% | 減碼 |
| Portside Wealth Group, LLC | 9,910 | $211.7 萬 | 0.29% | +4,153+72.1% | 加碼 |
| Security National Bank of So Dak | 9,875 | $211.0 萬 | 1.02% | −510−4.9% | 減碼 |
| SummitTX Capital, L.P. | 9,800 | $209.4 萬 | 0.07% | +9,800 | 新進 |
| Two Sigma Securities, LLC | 9,785 | $209.1 萬 | 0.24% | +7,986+443.9% | 加碼 |
| Haverford Trust Co | 9,779 | $208.9 萬 | 0.02% | +2,841+40.9% | 加碼 |
| Mutual Advisors, LLC | 9,777 | $208.9 萬 | 0.04% | −4,718−32.5% | 減碼 |
| Centaurus Financial, Inc. | 9,771 | $208.8 萬 | 0.10% | −527−5.1% | 減碼 |
| Ballast Rock Private Wealth LLC | 9,679 | $207.1 萬 | 1.15% | 00.0% | 不變 |
| Grant Private Wealth Management Inc | 9,690 | $207.0 萬 | 1.10% | −250−2.5% | 減碼 |
| Cim Investment Mangement Inc | 9,673 | $206.7 萬 | 0.55% | −42−0.4% | 減碼 |
| Busey Wealth Management | 9,634 | $205.8 萬 | 0.06% | −605−5.9% | 減碼 |
| Worth Asset Management, LLC | 9,632 | $205.8 萬 | 0.77% | −1,904−16.5% | 減碼 |
| McDonald Partners LLC | 9,600 | $205.1 萬 | 0.48% | −300−3.0% | 減碼 |
| WSFS Capital Management, LLC | 9,598 | $205.1 萬 | 0.10% | +968+11.2% | 加碼 |
| Sunbelt Securities, Inc. | 9,587 | $204.8 萬 | 0.13% | −865−8.3% | 減碼 |
| Clough Capital Partners L P | 9,512 | $203.2 萬 | 0.20% | +9,512 | 新進 |
| Orrstown Financial Services Inc | 9,490 | $202.8 萬 | 0.34% | −2,304−19.5% | 減碼 |
| Karani Asset Management LLC | 9,489 | $202.7 萬 | 1.77% | +4,291+82.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 9,463 | $202.2 萬 | 0.30% | +1,445+18.0% | 加碼 |
| SC&H Financial Advisors, Inc. | 9,437 | $201.6 萬 | 0.30% | +20.0% | 加碼 |
| Buckley Wealth Management, LLC | 9,364 | $200.3 萬 | 0.51% | +522+5.9% | 加碼 |
| TRUE Private Wealth Advisors | 9,371 | $200.2 萬 | 0.19% | +4,205+81.4% | 加碼 |
| FCG Investment Co | 9,341 | $199.6 萬 | 0.87% | +9,341 | 新進 |
| Caxton Associates LLP | 9,341 | $199.6 萬 | 0.05% | +9,341 | 新進 |
| Systematic Financial Management LP | 9,300 | $198.7 萬 | 0.05% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 9,277 | $198.2 萬 | 1.43% | +9,277 | 新進 |
| Seek First Inc. | 9,213 | $196.8 萬 | 1.39% | +12+0.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 9,189 | $196.3 萬 | 0.27% | +2,025+28.3% | 加碼 |
| Truvestments Capital LLC | 9,176 | $196.1 萬 | 0.35% | +92+1.0% | 加碼 |
| Venturi Wealth Management, LLC | 9,171 | $195.9 萬 | 0.09% | −4,804−34.4% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 8,532 | $195.2 萬 | 0.25% | −50,091−85.4% | 減碼 |
| CNB Bank | 9,116 | $194.8 萬 | 0.82% | −484−5.0% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $194.7 萬 | 0.21% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 9,090 | $194.2 萬 | 0.24% | −5,147−36.2% | 減碼 |
| Naviter Wealth, LLC | 9,073 | $194.1 萬 | 0.24% | +929+11.4% | 加碼 |
| Range Advisory, LLC | 9,026 | $192.9 萬 | 0.36% | +6,635+277.5% | 加碼 |