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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 6,821 | $145.7 萬 | 0.98% | +61+0.9% | 加碼 |
| Investment Research Partners LLC | 6,814 | $145.6 萬 | 0.59% | −921−11.9% | 減碼 |
| Strategic Wealth Partners, Ltd. | 6,790 | $145.1 萬 | 0.10% | −303−4.3% | 減碼 |
| Elm Partners Management LLC | 7,250 | $144.9 萬 | 0.06% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 6,761 | $144.5 萬 | 0.23% | 00.0% | 不變 |
| Physicians Financial Services, Inc. | 6,730 | $143.8 萬 | 0.39% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 6,701 | $143.2 萬 | 0.22% | −33−0.5% | 減碼 |
| SmartHarvest Portfolios, LLC | 6,690 | $142.9 萬 | 0.60% | −1,213−15.3% | 減碼 |
| Agf Management Ltd | 6,664 | $142.4 萬 | 0.01% | −1,201−15.3% | 減碼 |
| USA Financial Portformulas Corp | 6,639 | $141.8 萬 | 0.27% | −3,900−37.0% | 減碼 |
| Anchor Investment Management, LLC | 6,637 | $141.8 萬 | 0.12% | +211+3.3% | 加碼 |
| Jefferies Financial Group Inc. | 6,635 | $141.8 萬 | 0.02% | −10,338−60.9% | 減碼 |
| Burr Financial Services, LLC | 6,616 | $141.4 萬 | 1.12% | 00.0% | 不變 |
| Sapient Capital LLC | 6,586 | $141.3 萬 | 0.02% | +4,002+154.9% | 加碼 |
| Ifrah Financial Services, Inc. | 6,608 | $141.2 萬 | 0.37% | −166−2.5% | 減碼 |
| Rothschild Investment LLC | 6,601 | $141.0 萬 | 0.07% | +148+2.3% | 加碼 |
| Wellington Grp LLC | 6,600 | $141.0 萬 | 0.43% | +1,920+41.0% | 加碼 |
| JMN Financial LLC | 6,583 | $140.8 萬 | 1.38% | +450+7.3% | 加碼 |
| Carr Financial Group Corp | 6,579 | $140.6 萬 | 0.37% | −291−4.2% | 減碼 |
| AdvisorNet Financial, Inc | 6,575 | $140.5 萬 | 0.07% | +6+0.1% | 加碼 |
| Quent Capital, LLC | 6,530 | $139.5 萬 | 0.10% | +202+3.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 5,374 | $139.5 萬 | 0.30% | +70+1.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,512 | $139.1 萬 | 0.08% | +4,266+189.9% | 加碼 |
| CVA Family Office, LLC | 6,494 | $138.8 萬 | 0.15% | +202+3.2% | 加碼 |
| Kingsman Wealth Management, Inc. | 6,494 | $138.8 萬 | 0.78% | +6,494 | 新進 |
| Navigation Group, LLC | 6,477 | $138.4 萬 | 0.32% | +6,477 | 新進 |
| Sustainable Insight Capital Management, LLC | 6,465 | $138.1 萬 | 0.46% | +600+10.2% | 加碼 |
| Dark Forest Capital Management LP | 6,452 | $137.9 萬 | 0.12% | −7,649−54.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 6,432 | $137.4 萬 | 0.08% | +6,432 | 新進 |
| Osmosis Investment Management UK Ltd | 6,387 | $136.5 萬 | 0.04% | +6,387 | 新進 |
| JT Stratford LLC | 6,367 | $136.0 萬 | 0.17% | −207−3.1% | 減碼 |
| Wealth Group, Ltd. | 6,350 | $135.7 萬 | 1.27% | 00.0% | 不變 |
| HMV Wealth Advisors, LLC | 6,339 | $135.4 萬 | 0.64% | +16+0.3% | 加碼 |
| Daymark Wealth Partners, LLC | 6,328 | $135.2 萬 | 0.04% | +906+16.7% | 加碼 |
| Integrity Wealth Partners, LLC | 6,324 | $135.1 萬 | 1.22% | +6,324 | 新進 |
| Soltis Investment Advisors LLC | 6,307 | $134.8 萬 | 0.09% | −48,077−88.4% | 減碼 |
| Montecito Bank & Trust | 6,275 | $134.1 萬 | 0.22% | −843−11.8% | 減碼 |
| Aprio Wealth Management, LLC | 6,267 | $133.9 萬 | 0.07% | +882+16.4% | 加碼 |
| Cypress Capital Advisors, LLC | 6,254 | $133.6 萬 | 0.72% | −219−3.4% | 減碼 |
| RiverFront Investment Group, LLC | 6,199 | $132.4 萬 | 0.02% | −6,617−51.6% | 減碼 |
| West Branch Capital LLC | 6,180 | $132.0 萬 | 0.35% | +5,908+2,172.1% | 加碼 |
| Bahl & Gaynor Inc | 6,150 | $131.4 萬 | 0.01% | +650+11.8% | 加碼 |
| First Affirmative Financial Network | 6,111 | $130.6 萬 | 0.51% | +6,111 | 新進 |
| Golden State Equity Partners | 6,104 | $130.4 萬 | 0.10% | +1,944+46.7% | 加碼 |
| Waterloo Capital, L.P. | 6,096 | $130.2 萬 | 0.09% | +754+14.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 6,088 | $130.1 萬 | 0.19% | −403−6.2% | 減碼 |
| Clark Financial Services Group Inc | 6,085 | $130.0 萬 | 0.72% | +355+6.2% | 加碼 |
| Quotient Wealth Partners, LLC | 6,073 | $129.8 萬 | 0.03% | +206+3.5% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 6,064 | $129.6 萬 | 0.16% | +5,858+2,843.7% | 加碼 |
| Parkside Financial Bank & Trust | 6,061 | $129.5 萬 | 0.10% | −76−1.2% | 減碼 |
| Prosperity Financial Group, Inc. | 6,060 | $129.5 萬 | 0.48% | +266+4.6% | 加碼 |
| Optas, LLC | 6,046 | $129.2 萬 | 0.20% | −540−8.2% | 減碼 |
| Brown Financial Advisors | 6,044 | $129.1 萬 | 0.49% | −2,200−26.7% | 減碼 |
| HighPoint Advisor Group LLC | 6,019 | $128.6 萬 | 0.05% | −22,243−78.7% | 減碼 |
| TriaGen Wealth Management LLC | 6,011 | $128.4 萬 | 0.35% | +6,011 | 新進 |
| American National Bank | 5,942 | $127.0 萬 | 0.12% | −95−1.6% | 減碼 |
| Fox Run Management, L.L.C. | 6,340 | $126.8 萬 | 0.22% | +6,340 | 新進 |
| Hohimer Wealth Management, LLC | 5,932 | $126.8 萬 | 0.15% | −37,029−86.2% | 減碼 |
| Legacy Advisors, LLC | 5,916 | $126.5 萬 | 0.15% | −70−1.2% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 5,914 | $126.4 萬 | 1.63% | −2,270−27.7% | 減碼 |
| Providence First Trust Co | 5,903 | $126.1 萬 | 0.44% | +396+7.2% | 加碼 |
| New Wave Wealth Advisors LLC | 5,889 | $126.0 萬 | 0.44% | +1,174+24.9% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,880 | $125.6 萬 | 0.16% | +1,044+21.6% | 加碼 |
| Van Diest Capital, LLC | 5,880 | $125.6 萬 | 0.99% | +4,673+387.2% | 加碼 |
| SIH Partners, LLLP | 5,866 | $125.3 萬 | 0.04% | +5,866 | 新進 |
| Legal Advantage Investments, Inc. | 5,864 | $125.3 萬 | 0.65% | −108−1.8% | 減碼 |
| Keyvantage Wealth, LLC | 5,852 | $125.0 萬 | 0.55% | +289+5.2% | 加碼 |
| Koshinski Asset Management, Inc. | 5,844 | $124.9 萬 | 0.08% | +5,844 | 新進 |
| Hollencrest Capital Management | 5,837 | $124.7 萬 | 0.05% | −6,910−54.2% | 減碼 |
| VeraBank, N.A. | 5,835 | $124.7 萬 | 0.23% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 5,781 | $123.5 萬 | 0.02% | −1,440−19.9% | 減碼 |
| Cove Private Wealth, LLC | 5,760 | $123.1 萬 | 0.28% | 00.0% | 不變 |
| BOS Asset Management, LLC | 5,750 | $122.9 萬 | 0.31% | 00.0% | 不變 |
| Arvest Investments, Inc. | 5,740 | $122.6 萬 | 0.17% | −2,634−31.5% | 減碼 |
| Dynasty Wealth Management, LLC | 5,732 | $122.5 萬 | 0.01% | +192+3.5% | 加碼 |
| Legacy Edge Advisors, LLC | 5,698 | $121.7 萬 | 0.13% | −327−5.4% | 減碼 |
| Miracle Mile Advisors, LLC | 5,681 | $121.4 萬 | 0.02% | +1,241+28.0% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 5,652 | $120.8 萬 | 0.55% | +1,594+39.3% | 加碼 |
| Watershed Private Wealth LLC | 5,636 | $120.4 萬 | 0.38% | −308−5.2% | 減碼 |
| Pitcairn Wealth Advisors LLC | 7,011 | $120.0 萬 | 0.11% | +100+1.4% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,615 | $120.0 萬 | 0.50% | +5,615 | 新進 |
| Founders Capital Management, LLC | 5,609 | $119.8 萬 | 0.20% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,608 | $119.8 萬 | 0.19% | +141+2.6% | 加碼 |
| Insigneo Advisory Services, LLC | 5,604 | $119.7 萬 | 0.09% | +963+20.7% | 加碼 |
| Kathmere Capital Management, LLC | 5,596 | $119.6 萬 | 0.07% | +1,699+43.6% | 加碼 |
| Herold Advisors, Inc. | 5,581 | $119.2 萬 | 0.26% | −1,848−24.9% | 減碼 |
| World Equity Group, Inc. | 5,547 | $118.5 萬 | 0.31% | −1,173−17.5% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 5,514 | $117.8 萬 | 0.12% | 00.0% | 不變 |
| George Kaiser Family Foundation | 5,514 | $117.8 萬 | 0.13% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 4,577 | $117.4 萬 | 0.19% | −10,837−70.3% | 減碼 |
| Advisory Resource Group | 5,474 | $116.9 萬 | 0.20% | +65+1.2% | 加碼 |
| Centennial Bank | 5,470 | $116.9 萬 | 0.42% | −660−10.8% | 減碼 |
| Kingdom Financial Group LLC. | 5,437 | $116.2 萬 | 0.33% | −564−9.4% | 減碼 |
| Lloyd Advisory Services, LLC. | 5,437 | $116.2 萬 | 0.33% | +5,146+1,768.4% | 加碼 |
| Silver Coast Investments LLC | 5,432 | $116.1 萬 | 0.37% | −1,563−22.3% | 減碼 |
| Avail Investment Partners, LLC | 5,428 | $116.0 萬 | 1.24% | +5,428 | 新進 |
| Pacific Point Advisors, LLC | 5,392 | $115.2 萬 | 0.61% | −108−2.0% | 減碼 |
| TownSquare Capital, LLC | 5,390 | $115.2 萬 | 0.26% | +301+5.9% | 加碼 |
| Jackson Thornton Asset Management, LLC | 4,327 | $114.1 萬 | 0.10% | −193−4.3% | 減碼 |
| McLean Asset Management Corp | 5,335 | $114.0 萬 | 0.20% | +236+4.6% | 加碼 |