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、6 筆賣出；2026 年第 2 季末有 3,142 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 4,353 | $93.0 萬 | 0.02% | 00.0% | 不變 |
| SCS Capital Management LLC | 4,353 | $93.0 萬 | 0.01% | −575−11.7% | 減碼 |
| Braun-Bostich & Associates Inc. | 4,350 | $92.9 萬 | 0.58% | −3−0.1% | 減碼 |
| Hoxton Planning & Management, LLC | 4,321 | $92.3 萬 | 0.28% | −131−2.9% | 減碼 |
| BankPlus Wealth Management LLC | 4,308 | $92.0 萬 | 0.48% | −942−17.9% | 減碼 |
| Townsend & Associates, Inc | 3,464 | $92.0 萬 | 0.08% | 00.0% | 不變 |
| Curat Global, LLC | 4,301 | $91.9 萬 | 0.91% | −300−6.5% | 減碼 |
| Massmutual Trust Co FSB | 4,301 | $91.9 萬 | 0.03% | +64+1.5% | 加碼 |
| Chicago Capital, LLC | 4,263 | $91.1 萬 | 0.02% | +181+4.4% | 加碼 |
| Walsky Investment Management, Inc. | 4,250 | $90.8 萬 | 0.93% | +305+7.7% | 加碼 |
| Terra Nova Asset Management LLC | 4,245 | $90.7 萬 | 0.67% | +582+15.9% | 加碼 |
| Enterprise Financial Services Corp | 4,241 | $90.6 萬 | 0.46% | +20.0% | 加碼 |
| Somerset Trust Co | 4,220 | $90.2 萬 | 0.28% | −88−2.0% | 減碼 |
| Cambient Family Office, LLC | 4,201 | $89.9 萬 | 0.13% | +936+28.7% | 加碼 |
| Monetta Financial Services Inc | 4,200 | $89.7 萬 | 0.70% | +4,200 | 新進 |
| Apella Capital, LLC | 3,350 | $89.6 萬 | 0.01% | +152+4.8% | 加碼 |
| Veracity Capital LLC | 4,195 | $89.6 萬 | 0.32% | −252−5.7% | 減碼 |
| Dutch Asset Corp | 4,182 | $89.4 萬 | 0.60% | +692+19.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,182 | $89.4 萬 | 0.13% | +2,317+124.2% | 加碼 |
| Retirement Income Solutions, Inc | 4,175 | $89.2 萬 | 0.15% | −297−6.6% | 減碼 |
| Parsons Capital Management Inc | 4,174 | $89.2 萬 | 0.04% | −26−0.6% | 減碼 |
| Raleigh Capital Management Inc. | 4,165 | $89.0 萬 | 0.31% | −401−8.8% | 減碼 |
| Stevens Capital Management LP | 4,161 | $88.9 萬 | 0.14% | +4,161 | 新進 |
| Gibbs Wealth Management | 4,139 | $88.4 萬 | 0.12% | +4,139 | 新進 |
| Smith Group Asset Management, LLC | 4,137 | $88.4 萬 | 0.05% | −118−2.8% | 減碼 |
| Lewis Asset Management, LLC | 4,131 | $88.3 萬 | 0.36% | −610−12.9% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,130 | $88.2 萬 | 0.16% | +70+1.7% | 加碼 |
| Williams & Novak, LLC | 3,969 | $88.1 萬 | 0.66% | +106+2.7% | 加碼 |
| Twinbeech Capital LP | 4,123 | $88.1 萬 | 0.09% | +4,123 | 新進 |
| Investment Partners Asset Management, Inc. | 4,120 | $88.0 萬 | 0.54% | −135−3.2% | 減碼 |
| Zions Bancorporation, National Association | 4,081 | $87.2 萬 | 0.06% | −3,037−42.7% | 減碼 |
| Thrive Wealth Management, LLC | 4,070 | $87.0 萬 | 0.13% | +607+17.5% | 加碼 |
| AXS Investments LLC | 4,065 | $86.9 萬 | 0.35% | +3,743+1,162.4% | 加碼 |
| Syntegra Private Wealth Group, LLC | 4,057 | $86.7 萬 | 0.08% | −100−2.4% | 減碼 |
| Wealthquest Corp | 4,041 | $86.3 萬 | 0.06% | +205+5.3% | 加碼 |
| Hexagon Capital Partners LLC | 4,039 | $86.3 萬 | 0.13% | +4,039 | 新進 |
| Oasis Advisors, LLC | 4,035 | $86.3 萬 | 0.17% | +4,035 | 新進 |
| Kaizen Financial Strategies | 3,302 | $86.2 萬 | 0.36% | −1,288−28.1% | 減碼 |
| Cornerstone Management, Inc. | 4,031 | $86.1 萬 | 0.14% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 4,030 | $86.1 萬 | 0.27% | +4+0.1% | 加碼 |
| JGP Wealth Management, LLC | 4,030 | $86.1 萬 | 0.09% | −48−1.2% | 減碼 |
| Natural Investments, LLC | 4,033 | $86.1 萬 | 0.21% | +97+2.5% | 加碼 |
| SkyOak Wealth, LLC | 4,025 | $86.0 萬 | 0.16% | −1,200−23.0% | 減碼 |
| Cromwell Holdings LLC | 4,020 | $86.0 萬 | 0.48% | 00.0% | 不變 |
| Chelsea Counsel Co | 4,000 | $85.6 萬 | 0.38% | 00.0% | 不變 |
| King Wealth | 4,000 | $85.5 萬 | 0.11% | 00.0% | 不變 |
| Core Wealth Partners LLC | 4,000 | $85.5 萬 | 0.40% | 00.0% | 不變 |
| Walker Asset Management, LLC | 3,997 | $85.4 萬 | 0.46% | +5+0.1% | 加碼 |
| Shepherd Financial Partners LLC | 3,996 | $85.4 萬 | 0.08% | −70−1.7% | 減碼 |
| DRW Securities, LLC | 3,945 | $84.3 萬 | 0.05% | −390−9.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,932 | $84.0 萬 | 0.16% | −438−10.0% | 減碼 |
| Grove Bank & Trust | 3,930 | $84.0 萬 | 0.09% | +938+31.4% | 加碼 |
| Income Insurance Ltd | 3,916 | $83.7 萬 | 0.57% | 00.0% | 不變 |
| Excelsior Advisor Network LLC | 3,916 | $83.7 萬 | 0.32% | +113+3.0% | 加碼 |
| BankChampaign, National Association | 3,912 | $83.6 萬 | 0.83% | +640+19.6% | 加碼 |
| Lodestone Wealth Management LLC | 3,911 | $83.6 萬 | 0.33% | −111−2.8% | 減碼 |
| Mascoma Wealth Management LLC | 3,909 | $83.5 萬 | 0.17% | −295−7.0% | 減碼 |
| Aviso Financial Inc. | 3,904 | $83.4 萬 | 0.03% | +676+20.9% | 加碼 |
| Prakash Investment Advisors LLC | 3,900 | $83.3 萬 | 0.71% | −1,400−26.4% | 減碼 |
| Ewa, LLC | 3,896 | $83.3 萬 | 0.19% | +489+14.4% | 加碼 |
| Michael S. Ryan, Inc. | 3,891 | $83.1 萬 | 0.48% | 00.0% | 不變 |
| Fundamentun, LLC | 3,890 | $83.1 萬 | 0.03% | +1,064+37.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 3,874 | $82.8 萬 | 0.06% | +116+3.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,866 | $82.7 萬 | 0.13% | +87+2.3% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,863 | $82.6 萬 | 0.06% | +564+17.1% | 加碼 |
| Gen-Wealth Partners Inc | 3,867 | $82.6 萬 | 0.26% | +733+23.4% | 加碼 |
| Falcon Wealth Planning | 3,858 | $82.4 萬 | 0.06% | −6−0.2% | 減碼 |
| Zhang Financial LLC | 3,853 | $82.3 萬 | 0.03% | +274+7.7% | 加碼 |
| LVZ Advisors, Inc. | 3,851 | $82.3 萬 | 0.09% | +83+2.2% | 加碼 |
| WealthBridge Capital Management, LLC | 3,844 | $82.1 萬 | 0.19% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 3,836 | $82.0 萬 | 0.06% | +1,773+85.9% | 加碼 |
| Brio Consultants, LLC | 2,965 | $81.8 萬 | 0.10% | −5−0.2% | 減碼 |
| Sendero Wealth Management, LLC | 3,815 | $81.5 萬 | 0.09% | −259−6.4% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,814 | $81.5 萬 | 0.04% | +3,814 | 新進 |
| Advyzon Investment Management, LLC | 3,811 | $81.4 萬 | 0.07% | −8,325−68.6% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 3,810 | $81.4 萬 | 0.14% | +3,810 | 新進 |
| Persium Advisors, LLC | 3,806 | $81.3 萬 | 0.64% | −2,760−42.0% | 減碼 |
| Gateway Wealth Partners, LLC | 3,799 | $81.2 萬 | 0.03% | +3,799 | 新進 |
| Rydar Equities, Inc. | 3,796 | $81.1 萬 | 0.63% | +19+0.5% | 加碼 |
| MONECO Advisors, LLC | 3,792 | $81.0 萬 | 0.06% | +246+6.9% | 加碼 |
| Nwam LLC | 3,789 | $81.0 萬 | 0.05% | −478−11.2% | 減碼 |
| Stone Wealth Partners | 3,771 | $80.7 萬 | 0.72% | +250+7.1% | 加碼 |
| J.Safra Asset Management Corp | 3,760 | $80.3 萬 | 0.04% | +3,435+1,056.9% | 加碼 |
| Neo Ivy Capital Management | 3,760 | $80.3 萬 | 0.21% | +2,297+157.0% | 加碼 |
| Osborne Partners Capital Management, LLC | 3,751 | $80.1 萬 | 0.04% | −350−8.5% | 減碼 |
| First National Bank of Omaha | 3,900 | $79.9 萬 | 0.02% | +1,400+56.0% | 加碼 |
| Great Diamond Partners, LLC | 3,733 | $79.8 萬 | 0.15% | −150−3.9% | 減碼 |
| Intellectus Partners, LLC | 3,703 | $79.2 萬 | 0.16% | +1,628+78.5% | 加碼 |
| Client 1st Advisory Group, LLC | 3,700 | $79.1 萬 | 0.24% | −490−11.7% | 減碼 |
| nVerses Capital, LLC | 3,693 | $78.9 萬 | 0.72% | +1,737+88.8% | 加碼 |
| Roberts Glore & Co Inc | 3,679 | $78.6 萬 | 0.22% | −600−14.0% | 減碼 |
| Symphony Financial, Ltd. Co. | 3,773 | $78.0 萬 | 0.10% | −2,736−42.0% | 減碼 |
| Prasad Wealth Partners, LLC | 3,641 | $77.8 萬 | 0.21% | +5+0.1% | 加碼 |
| Tactive Advisors, LLC | 3,641 | $77.8 萬 | 0.22% | +444+13.9% | 加碼 |
| Wesbanco Bank Inc | 3,633 | $77.6 萬 | 0.02% | +11+0.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,605 | $77.0 萬 | 0.05% | −260−6.7% | 減碼 |
| Unique Wealth Strategies, LLC | 3,603 | $77.0 萬 | 0.32% | −803−18.2% | 減碼 |
| Vivaldi Capital Management, LLC | 3,599 | $76.9 萬 | 0.11% | +27+0.8% | 加碼 |
| Advisor OS, LLC | 3,598 | $76.9 萬 | 0.06% | −262−6.8% | 減碼 |
| United Asset Strategies, Inc. | 3,596 | $76.8 萬 | 0.06% | +3,596 | 新進 |