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 |
|---|---|---|---|---|---|
| Crestmont Private Wealth LLC | 5,324 | $113.8 萬 | 0.36% | +51+1.0% | 加碼 |
| May Hill Capital, LLC | 5,321 | $113.7 萬 | 0.29% | −991−15.7% | 減碼 |
| Rare Wolf Capital LLC | 5,319 | $113.6 萬 | 0.74% | −4,141−43.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 5,316 | $113.6 萬 | 0.05% | +7+0.1% | 加碼 |
| Allianz SE | 5,303 | $113.3 萬 | 0.01% | −6,036−53.2% | 減碼 |
| Ariadne Wealth Management, LP | 5,288 | $113.1 萬 | 0.51% | −336−6.0% | 減碼 |
| Abel Hall, LLC | 5,290 | $113.0 萬 | 0.24% | +16+0.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 5,276 | $112.7 萬 | 0.33% | −2,502−32.2% | 減碼 |
| Chesapeake Capital Corp | 5,257 | $112.3 萬 | 0.81% | 00.0% | 不變 |
| Oslo Pensjonsforsikring AS | 5,234 | $111.8 萬 | 0.17% | +5,234 | 新進 |
| Retirement Planning Group | 5,225 | $111.6 萬 | 0.03% | +3,391+184.9% | 加碼 |
| Clear Creek Financial Management, LLC | 5,218 | $111.5 萬 | 0.09% | −290−5.3% | 減碼 |
| Modern Wealth Management, LLC | 5,016 | $111.4 萬 | 0.02% | +734+17.1% | 加碼 |
| Delphi Management Inc | 5,206 | $111.2 萬 | 1.33% | −2,557−32.9% | 減碼 |
| Berbice Capital Management LLC | 5,200 | $111.1 萬 | 0.73% | +100+2.0% | 加碼 |
| BOCHK Asset Management Ltd | 5,200 | $111.1 萬 | 0.23% | +5,200 | 新進 |
| Perennial Investment Advisors, LLC | 5,190 | $110.9 萬 | 0.09% | +265+5.4% | 加碼 |
| Alerus Financial NA | 5,179 | $110.7 萬 | 0.05% | +4,349+524.0% | 加碼 |
| Trust Point Inc. | 5,174 | $110.5 萬 | 0.10% | +117+2.3% | 加碼 |
| Verdad Advisers, LP | 5,163 | $110.3 萬 | 1.24% | −10,308−66.6% | 減碼 |
| Field & Main Bank | 5,155 | $110.1 萬 | 0.32% | +540+11.7% | 加碼 |
| Chase Investment Counsel Corp | 5,148 | $109.9 萬 | 0.29% | 00.0% | 不變 |
| VectorGlobal IAG, Inc. | 5,135 | $109.7 萬 | 0.28% | +5,135 | 新進 |
| Whalen Wealth Management Inc. | 5,134 | $109.7 萬 | 0.59% | −3,181−38.3% | 減碼 |
| Contravisory Investment Management, Inc. | 5,125 | $109.5 萬 | 0.22% | +3,108+154.1% | 加碼 |
| Friedenthal Financial | 5,106 | $109.1 萬 | 0.55% | +5,106 | 新進 |
| Telos Capital Management, Inc. | 5,102 | $109.0 萬 | 0.10% | −34−0.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,077 | $108.5 萬 | 0.00% | +2,640+108.3% | 加碼 |
| Keynote Financial Services LLC | 5,073 | $108.4 萬 | 0.58% | −3−0.1% | 減碼 |
| Sym Financial Corp | 5,073 | $108.4 萬 | 0.11% | +70+1.4% | 加碼 |
| Legacy Capital Group California, Inc. | 5,069 | $108.3 萬 | 0.41% | −3,827−43.0% | 減碼 |
| West Michigan Advisors, LLC | 5,058 | $108.2 萬 | 0.24% | −1,261−20.0% | 減碼 |
| Caldwell Investment Management Ltd. | 5,400 | $108.1 萬 | 0.42% | +5,400 | 新進 |
| Simmons Bank | 5,050 | $107.9 萬 | 0.07% | +1,860+58.3% | 加碼 |
| Index Technologies Group LLC | 5,045 | $107.8 萬 | 1.17% | +31+0.6% | 加碼 |
| Chilton Capital Management LLC | 5,033 | $107.5 萬 | 0.04% | +28+0.6% | 加碼 |
| Keeler Thomas Management LLC | 5,032 | $107.5 萬 | 0.46% | +5,032 | 新進 |
| M. Kulyk & Associates, LLC | 5,029 | $107.4 萬 | 0.20% | +5,029 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 5,004 | $106.9 萬 | 0.11% | +926+22.7% | 加碼 |
| Strategic Blueprint, LLC | 5,002 | $106.9 萬 | 0.06% | −808−13.9% | 減碼 |
| Evercore Wealth Management, LLC | 4,994 | $106.7 萬 | 0.02% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 4,990 | $106.6 萬 | 0.53% | 00.0% | 不變 |
| Affinity Investment Advisors, LLC | 4,982 | $106.4 萬 | 0.67% | −1,604−24.4% | 減碼 |
| Fiduciary Alliance LLC | 4,014 | $106.4 萬 | 0.06% | +239+6.3% | 加碼 |
| Alta Advisers Ltd | 4,980 | $106.4 萬 | 0.38% | 00.0% | 不變 |
| Alphadyne Asset Management LP | 4,980 | $106.4 萬 | 0.14% | +4,980 | 新進 |
| Q3 Asset Management | 4,982 | $106.4 萬 | 0.26% | +4,982 | 新進 |
| Capstone Financial Advisors, Inc. | 4,973 | $106.3 萬 | 0.06% | +2,822+131.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 4,950 | $105.8 萬 | 0.18% | 00.0% | 不變 |
| Marble Wealth, LLC | 4,932 | $105.4 萬 | 0.18% | +245+5.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,925 | $105.2 萬 | 0.07% | −697−12.4% | 減碼 |
| Biltmore Family Office, LLC | 4,900 | $104.8 萬 | 0.15% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 4,909 | $104.6 萬 | 0.03% | +2,496+103.4% | 加碼 |
| Conservest Capital Advisors, Inc. | 4,871 | $104.1 萬 | 0.09% | −249−4.9% | 減碼 |
| Beacon Financial Group | 4,864 | $103.9 萬 | 0.10% | −441−8.3% | 減碼 |
| Caldwell Trust Co | 4,812 | $102.8 萬 | 0.09% | 00.0% | 不變 |
| Lodestar Private Asset Management LLC | 4,810 | $102.8 萬 | 0.10% | −250−4.9% | 減碼 |
| Indivisible Partners | 4,808 | $102.7 萬 | 0.09% | +3,131+186.7% | 加碼 |
| Tandem Capital Management Corp | 4,800 | $102.6 萬 | 0.51% | −300−5.9% | 減碼 |
| RMR Wealth Builders | 4,793 | $102.5 萬 | 0.08% | +418+9.6% | 加碼 |
| OneAscent Financial Services LLC | 4,791 | $102.4 萬 | 0.06% | +1,471+44.3% | 加碼 |
| Gsa Capital Partners LLP | 4,778 | $102.1 萬 | 0.06% | +2,662+125.8% | 加碼 |
| Eastern Bank | 4,755 | $101.6 萬 | 0.02% | −404−7.8% | 減碼 |
| Columbia Asset Management | 4,750 | $101.5 萬 | 0.19% | 00.0% | 不變 |
| MBL Wealth, LLC | 4,747 | $101.4 萬 | 0.08% | −102−2.1% | 減碼 |
| Weaver Capital Management LLC | 4,735 | $101.2 萬 | 0.22% | +566+13.6% | 加碼 |
| Salem Investment Counselors Inc | 4,721 | $101.0 萬 | 0.03% | −55−1.2% | 減碼 |
| Eagle Wealth Advisors LLC | 4,716 | $100.9 萬 | 0.93% | +1,056+28.9% | 加碼 |
| Access Financial Services, Inc. | 4,715 | $100.7 萬 | 0.36% | −183−3.7% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 4,710 | $100.6 萬 | 0.42% | −300−6.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 4,677 | $99.9 萬 | 0.11% | +31+0.7% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,726 | $99.7 萬 | 0.07% | +102+2.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,662 | $99.6 萬 | 0.03% | −84−1.8% | 減碼 |
| Drive Wealth Management, LLC | 4,641 | $99.3 萬 | 0.21% | +242+5.5% | 加碼 |
| Teucrium Investment Advisors, LLC | 4,636 | $99.1 萬 | 0.77% | +4,636 | 新進 |
| McAdam, LLC | 4,634 | $99.0 萬 | 0.04% | +1,214+35.5% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,629 | $99.0 萬 | 0.16% | −2,234−32.6% | 減碼 |
| Basecamp Wealth Advisors LLC | 4,598 | $98.2 萬 | 0.20% | −18−0.4% | 減碼 |
| FSM Wealth Advisors, LLC | 4,597 | $98.2 萬 | 0.13% | −75−1.6% | 減碼 |
| Aft, Forsyth & Company, Inc. | 4,579 | $97.8 萬 | 0.46% | −225−4.7% | 減碼 |
| Cidel Asset Management Inc | 4,577 | $97.8 萬 | 0.05% | −36−0.8% | 減碼 |
| Guerra Pan Advisors, LLC | 4,520 | $96.6 萬 | 0.60% | 00.0% | 不變 |
| Cherokee Insurance Co | 4,500 | $96.1 萬 | 0.36% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,496 | $96.1 萬 | 0.04% | −643−12.5% | 減碼 |
| Core Alternative Capital | 4,495 | $96.0 萬 | 0.28% | −330−6.8% | 減碼 |
| Victory Financial Group, LLC | 4,458 | $95.2 萬 | 0.12% | −165−3.6% | 減碼 |
| Lyell Wealth Management, LP | 4,446 | $95.0 萬 | 0.07% | 00.0% | 不變 |
| Allred Capital Management, LLC | 4,441 | $94.9 萬 | 0.35% | −55−1.2% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,440 | $94.9 萬 | 0.05% | −333−7.0% | 減碼 |
| State of Wyoming | 4,426 | $94.6 萬 | 0.11% | −4,470−50.2% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 4,421 | $94.5 萬 | 0.16% | −294−6.2% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 4,417 | $94.4 萬 | 0.17% | +923+26.4% | 加碼 |
| West Wealth Group, LLC | 4,406 | $94.1 萬 | 0.19% | +5+0.1% | 加碼 |
| Brookwood Investment Group LLC | 4,402 | $94.1 萬 | 0.12% | +866+24.5% | 加碼 |
| Phoenix Holdings Ltd. | 4,395 | $93.8 萬 | 0.01% | −698−13.7% | 減碼 |
| Oak Harvest Investment Services | 4,381 | $93.6 萬 | 0.10% | −26−0.6% | 減碼 |
| Xxi Wealth, LLC | 4,373 | $93.4 萬 | 0.53% | +2,050+88.2% | 加碼 |
| BIP Wealth, LLC | 4,371 | $93.4 萬 | 0.04% | −841−16.1% | 減碼 |
| Ridgeline Wealth Planning, LLC | 4,363 | $93.2 萬 | 0.68% | −593−12.0% | 減碼 |
| Ellevest, Inc. | 4,362 | $93.2 萬 | 0.13% | +206+5.0% | 加碼 |