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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 8,990 | $192.1 萬 | 0.02% | +8,990 | 新進 |
| Integrated Quantitative Investments LLC | 8,968 | $191.6 萬 | 0.35% | +8,968 | 新進 |
| Portus Wealth Advisors, LLC | 8,959 | $191.4 萬 | 1.80% | −3,567−28.5% | 減碼 |
| Pure Financial Advisors, Inc. | 8,955 | $191.3 萬 | 0.03% | +193+2.2% | 加碼 |
| Sunpointe, LLC | 8,919 | $190.6 萬 | 0.62% | +663+8.0% | 加碼 |
| Red Door Wealth Management, LLC | 8,880 | $189.7 萬 | 0.20% | +1,013+12.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 8,880 | $189.7 萬 | 0.35% | −870−8.9% | 減碼 |
| Cyndeo Wealth Partners, LLC | 8,876 | $189.6 萬 | 0.10% | +5,338+150.9% | 加碼 |
| Journey Strategic Wealth LLC | 8,872 | $189.6 萬 | 0.05% | +687+8.4% | 加碼 |
| Custom Index Systems, LLC | 8,866 | $189.4 萬 | 0.83% | −20−0.2% | 減碼 |
| Williamson Legacy Group, LLC | 8,855 | $189.2 萬 | 1.42% | +921+11.6% | 加碼 |
| Applied Finance Capital Management, LLC | 8,809 | $188.2 萬 | 0.14% | −2,196−20.0% | 減碼 |
| Tealwood Asset Management Inc | 8,765 | $187.3 萬 | 0.85% | −7,322−45.5% | 減碼 |
| Values First Advisors, Inc. | 8,764 | $187.2 萬 | 0.98% | +228+2.7% | 加碼 |
| Rehmann Capital Advisory Group | 8,762 | $187.2 萬 | 0.10% | −125−1.4% | 減碼 |
| Heartland Advisors Inc | 8,712 | $186.1 萬 | 0.09% | −24,038−73.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 8,710 | $186.1 萬 | 0.23% | +100+1.2% | 加碼 |
| Versant Capital Management, Inc | 8,692 | $185.7 萬 | 0.18% | −10.0% | 減碼 |
| Freestone Capital Holdings, LLC | 8,649 | $184.8 萬 | 0.06% | +653+8.2% | 加碼 |
| First Commonwealth Financial Corp | 8,639 | $184.6 萬 | 0.29% | −7,609−46.8% | 減碼 |
| Kestra Investment Management, LLC | 8,615 | $184.1 萬 | 0.03% | −3,637−29.7% | 減碼 |
| Chatham Capital Group, Inc. | 8,590 | $183.5 萬 | 0.27% | −75−0.9% | 減碼 |
| Leonteq Securities AG | 8,585 | $183.4 萬 | 0.11% | +8,492+9,131.2% | 加碼 |
| Caerus Investment Advisors, LLC | 8,583 | $183.4 萬 | 0.77% | +20+0.2% | 加碼 |
| NVWM, LLC | 8,522 | $182.1 萬 | 0.41% | −5,259−38.2% | 減碼 |
| TFR Capital, LLC. | 8,520 | $182.0 萬 | 0.56% | +285+3.5% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,504 | $181.7 萬 | 0.51% | +304+3.7% | 加碼 |
| Avantax Planning Partners, Inc. | 8,482 | $181.2 萬 | 0.05% | −3,256−27.7% | 減碼 |
| F/M Investments LLC | 8,457 | $180.7 萬 | 0.12% | −54,027−86.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 8,439 | $180.3 萬 | 0.37% | +716+9.3% | 加碼 |
| Becker Capital Management Inc | 8,428 | $180.3 萬 | 0.05% | −30−0.4% | 減碼 |
| Peapack Gladstone Financial Corp | 8,419 | $179.9 萬 | 0.02% | +1,123+15.4% | 加碼 |
| LGT Group Foundation | 8,307 | $177.5 萬 | 0.02% | −5,476−39.7% | 減碼 |
| Novem Group | 8,294 | $177.2 萬 | 0.20% | +569+7.4% | 加碼 |
| Sun Financial Inc | 5,917 | $177.0 萬 | 0.89% | −181−3.0% | 減碼 |
| Westside Investment Management, Inc. | 8,250 | $176.6 萬 | 0.27% | 00.0% | 不變 |
| Seeds Investor LLC | 6,465 | $176.1 萬 | 0.24% | +312+5.1% | 加碼 |
| One Capital Management, LLC | 8,229 | $175.8 萬 | 0.05% | −100−1.2% | 減碼 |
| denkapparat Operations GmbH | 8,214 | $175.5 萬 | 0.73% | −4,132−33.5% | 減碼 |
| Alesco Advisors LLC | 8,211 | $175.4 萬 | 0.04% | +8,211 | 新進 |
| Exit Wealth Advisors, LLC. | 8,197 | $175.1 萬 | 0.90% | −4,979−37.8% | 減碼 |
| Harbour Investments, Inc. | 8,193 | $175.0 萬 | 0.03% | +4,873+146.8% | 加碼 |
| 71 West Capital Partners | 8,150 | $174.1 萬 | 0.08% | +1,396+20.7% | 加碼 |
| Laraway Financial Inc | 8,100 | $173.1 萬 | 1.22% | −1,000−11.0% | 減碼 |
| Westover Capital Advisors, LLC | 8,000 | $170.9 萬 | 0.31% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 7,986 | $170.6 萬 | 0.04% | −9,735−54.9% | 減碼 |
| Goodman Advisory Group, LLC | 7,978 | $170.5 萬 | 0.44% | −60−0.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 7,958 | $170.0 萬 | 0.47% | −4,300−35.1% | 減碼 |
| Gould Capital, LLC | 7,934 | $169.5 萬 | 1.03% | −8,212−50.9% | 減碼 |
| Foundry Financial LLC | 7,913 | $169.1 萬 | 0.72% | −337−4.1% | 減碼 |
| Resonant Capital Advisors, LLC | 7,811 | $167.1 萬 | 0.09% | +1,096+16.3% | 加碼 |
| PDS Planning, Inc | 7,770 | $166.0 萬 | 0.11% | +532+7.4% | 加碼 |
| Kesler, Norman & Wride, LLC | 7,710 | $164.7 萬 | 0.28% | +2,865+59.1% | 加碼 |
| WealthPlan Investment Management, LLC | 7,696 | $164.4 萬 | 0.09% | +3,218+71.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 7,674 | $164.0 萬 | 0.07% | +2,151+38.9% | 加碼 |
| Win Advisors, Inc | 7,641 | $163.3 萬 | 0.75% | −928−10.8% | 減碼 |
| Pallas Capital Advisors LLC | 7,639 | $163.2 萬 | 0.06% | −92−1.2% | 減碼 |
| HBK Sorce Advisory LLC | 5,545 | $163.0 萬 | 0.03% | +370+7.1% | 加碼 |
| CenterStar Asset Management, LLC | 7,638 | $163.0 萬 | 1.57% | +7,638 | 新進 |
| Virtus ETF Advisers LLC | 7,620 | $162.8 萬 | 0.76% | −4,635−37.8% | 減碼 |
| Cooper Financial Group | 7,613 | $162.7 萬 | 0.16% | +3,350+78.6% | 加碼 |
| Fayez Sarofim & Co | 7,553 | $161.4 萬 | 0.00% | +1,419+23.1% | 加碼 |
| Holderness Investments Co | 7,551 | $161.3 萬 | 0.32% | +532+7.6% | 加碼 |
| Planning Alternatives Ltd | 7,535 | $161.0 萬 | 0.21% | +444+6.3% | 加碼 |
| DCF Advisers, LLC | 7,500 | $160.2 萬 | 0.60% | 00.0% | 不變 |
| Consilium Wealth Advisory, LLC | 7,458 | $159.3 萬 | 0.54% | +3,918+110.7% | 加碼 |
| IPG Investment Advisors LLC | 7,404 | $158.5 萬 | 0.27% | −2,856−27.8% | 減碼 |
| Allium Financial Advisors, LLC | 7,378 | $157.6 萬 | 1.26% | −275−3.6% | 減碼 |
| International Assets Investment Management, LLC | 7,079 | $157.2 萬 | 0.11% | −936−11.7% | 減碼 |
| Greenland Capital Management LP | 7,351 | $157.1 萬 | 0.31% | +96+1.3% | 加碼 |
| Clark Capital Management Group, Inc. | 7,326 | $156.5 萬 | 0.01% | −4,663−38.9% | 減碼 |
| Central Pacific Bank - Trust Division | 7,310 | $156.2 萬 | 0.20% | −2,669−26.7% | 減碼 |
| Uhlmann Price Securities, LLC | 6,538 | $156.2 萬 | 0.10% | +6,538 | 新進 |
| Hardy Reed LLC | 7,305 | $156.1 萬 | 0.11% | +23+0.3% | 加碼 |
| TD Private Client Wealth LLC | 7,296 | $155.9 萬 | 0.03% | +341+4.9% | 加碼 |
| LVW Advisors, LLC | 7,254 | $155.0 萬 | 0.15% | +3,360+86.3% | 加碼 |
| Personal Cfo Solutions, LLC | 7,213 | $154.3 萬 | 0.22% | +1,014+16.4% | 加碼 |
| Net Worth Advisory Group | 7,216 | $154.2 萬 | 0.32% | −208−2.8% | 減碼 |
| Mechanics Bank Trust Department | 7,211 | $154.1 萬 | 0.21% | −840−10.4% | 減碼 |
| Tower View Investment Management & Research LLC | 7,170 | $153.2 萬 | 0.79% | +7,170 | 新進 |
| Signature Resources Capital Management, LLC | 7,134 | $152.4 萬 | 0.72% | −14,964−67.7% | 減碼 |
| First Financial Bankshares Inc | 7,119 | $152.1 萬 | 0.03% | −78−1.1% | 減碼 |
| PFG Investments, LLC | 7,101 | $151.7 萬 | 0.07% | +590+9.1% | 加碼 |
| Avanda Investment Management Pte. Ltd. | 7,100 | $151.7 萬 | 2.40% | +2,400+51.1% | 加碼 |
| Level Financial Advisors, Inc. | 7,052 | $150.7 萬 | 0.38% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 7,047 | $150.6 萬 | 0.11% | +7,047 | 新進 |
| Gladstone Institutional Advisory LLC | 7,022 | $150.0 萬 | 0.06% | −136−1.9% | 減碼 |
| Birinyi Associates Inc | 7,000 | $149.6 萬 | 0.41% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 7,000 | $149.6 萬 | 0.10% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 6,978 | $149.1 萬 | 0.06% | −443−6.0% | 減碼 |
| Madison Wealth Partners, Inc | 6,945 | $148.4 萬 | 0.24% | +248+3.7% | 加碼 |
| Silver Oak Securities, Inc | 6,927 | $148.0 萬 | 0.11% | +3,354+93.9% | 加碼 |
| Dale Q Rice Investment Management Ltd | 6,888 | $147.2 萬 | 1.12% | +261+3.9% | 加碼 |
| Essex Financial Services, Inc. | 6,878 | $147.0 萬 | 0.08% | −116−1.7% | 減碼 |
| Root Financial Partners, LLC | 6,876 | $146.9 萬 | 0.07% | −861−11.1% | 減碼 |
| Catalyst Financial Partners LLC | 6,876 | $146.9 萬 | 0.17% | +1,276+22.8% | 加碼 |
| Fagan Associates, Inc. | 6,853 | $146.4 萬 | 0.20% | 00.0% | 不變 |
| Westfuller Advisors, LLC | 6,844 | $146.4 萬 | 0.63% | +369+5.7% | 加碼 |
| Aquatic Capital Management LLC | 6,848 | $146.3 萬 | 0.04% | +6,848 | 新進 |
| Aspire Private Capital, LLC | 6,823 | $145.8 萬 | 0.33% | −3,969−36.8% | 減碼 |