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 |
|---|---|---|---|---|---|
| Dedeker Financial LLC | 3,589 | $76.7 萬 | 0.67% | +3,589 | 新進 |
| New Republic Capital, LLC | 3,582 | $76.6 萬 | 0.26% | −3,425−48.9% | 減碼 |
| Onefund, LLC | 3,452 | $76.5 萬 | 0.49% | −254−6.9% | 減碼 |
| Paladin Wealth, LLC | 3,573 | $76.3 萬 | 0.53% | −704−16.5% | 減碼 |
| Kendall Capital Management | 3,565 | $76.2 萬 | 0.16% | −80−2.2% | 減碼 |
| Darden Wealth Group Inc | 3,565 | $76.2 萬 | 0.39% | +95+2.7% | 加碼 |
| Absolute Capital Management, LLC | 3,552 | $75.9 萬 | 0.25% | +1,888+113.5% | 加碼 |
| CLG LLC | 3,547 | $75.8 萬 | 0.19% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 3,541 | $75.7 萬 | 0.08% | −33−0.9% | 減碼 |
| Sax Wealth Advisors, LLC | 4,407 | $75.4 萬 | 0.04% | −29−0.7% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,530 | $75.4 萬 | 0.56% | −30−0.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 3,524 | $75.3 萬 | 0.08% | −186−5.0% | 減碼 |
| Sittner & Nelson, LLC | 3,515 | $75.1 萬 | 0.27% | 00.0% | 不變 |
| GWN Securities Inc. | 3,513 | $75.1 萬 | 0.14% | +664+23.3% | 加碼 |
| Gallacher Capital Management LLC | 3,513 | $75.1 萬 | 0.29% | +1,700+93.8% | 加碼 |
| Wall Street Financial Group, Inc. | 3,507 | $74.9 萬 | 0.44% | −433−11.0% | 減碼 |
| James Investment Research Inc | 3,504 | $74.9 萬 | 0.08% | −985−21.9% | 減碼 |
| Silverleafe Capital Partners, LLC | 3,501 | $74.8 萬 | 0.23% | +3,501 | 新進 |
| Magnetar Financial LLC | 3,735 | $74.7 萬 | 0.01% | +160+4.5% | 加碼 |
| Everpar Advisors LLC | 3,485 | $74.5 萬 | 0.26% | +297+9.3% | 加碼 |
| Powell Investment Advisors, LLC | 3,460 | $74.0 萬 | 0.26% | 00.0% | 不變 |
| Blue Water Asset Management | 3,459 | $73.9 萬 | 0.26% | 00.0% | 不變 |
| LeClair Wealth Partners LLC | 3,459 | $73.9 萬 | 0.26% | +3,459 | 新進 |
| Financial Advisors Network, Inc. | 3,455 | $73.8 萬 | 0.10% | −30,734−89.9% | 減碼 |
| Alhambra Investment Partners LLC | 3,447 | $73.6 萬 | 0.34% | −612−15.1% | 減碼 |
| Quantum Financial Advisors, LLC | 3,442 | $73.5 萬 | 0.08% | +571+19.9% | 加碼 |
| MTM Investment Management, LLC | 3,437 | $73.4 萬 | 0.23% | +132+4.0% | 加碼 |
| CFM Wealth Partners LLC | 3,426 | $73.2 萬 | 0.11% | 00.0% | 不變 |
| Horizon Family Wealth, Inc. | 3,426 | $73.2 萬 | 0.39% | −1,336−28.1% | 減碼 |
| Bradley Foster & Sargent Inc | 3,423 | $73.1 萬 | 0.01% | +123+3.7% | 加碼 |
| Canvas Wealth Advisors, LLC | 3,415 | $73.1 萬 | 0.12% | +874+34.4% | 加碼 |
| Kentucky Retirement Systems | 13,407 | $73.0 萬 | 0.05% | −66,874−83.3% | 減碼 |
| Renaissance Technologies LLC | 3,406 | $72.8 萬 | 0.00% | −459,360−99.3% | 減碼 |
| Waterfront Wealth Inc. | 3,396 | $72.6 萬 | 0.13% | +1,500+79.1% | 加碼 |
| Franklin Street Advisors Inc | 3,395 | $72.5 萬 | 0.04% | −335−9.0% | 減碼 |
| Opal Capital LLC | 3,392 | $72.5 萬 | 0.13% | +425+14.3% | 加碼 |
| SNS Financial Group, LLC | 3,379 | $72.3 萬 | 0.06% | +10+0.3% | 加碼 |
| Ramirez Asset Management, Inc. | 3,380 | $72.2 萬 | 0.09% | −700−17.2% | 減碼 |
| Axq Capital, LP | 3,380 | $72.2 萬 | 0.09% | +3,380 | 新進 |
| Fairvoy Private Wealth, LLC | 3,372 | $72.0 萬 | 0.17% | −853−20.2% | 減碼 |
| Affinity Wealth Management LLC | 3,370 | $72.0 萬 | 0.11% | 00.0% | 不變 |
| Atala Financial Inc | 3,234 | $72.0 萬 | 0.48% | +57+1.8% | 加碼 |
| Rockland Trust Co | 3,349 | $71.6 萬 | 0.03% | −51−1.5% | 減碼 |
| Plancorp, LLC | 2,702 | $71.2 萬 | 0.02% | +184+7.3% | 加碼 |
| Regent Peak Wealth Advisors LLC | 3,325 | $71.0 萬 | 0.14% | +31+0.9% | 加碼 |
| Private Wealth Partners, LLC | 3,310 | $70.7 萬 | 0.05% | +1,490+81.9% | 加碼 |
| Leo Wealth, LLC | 3,306 | $70.6 萬 | 0.05% | −76−2.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,301 | $70.6 萬 | 0.00% | +3,301 | 新進 |
| Poehling Capital Management, LLC | 3,300 | $70.5 萬 | 0.15% | 00.0% | 不變 |
| Menard Financial Group LLC | 3,290 | $70.3 萬 | 0.49% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 3,283 | $70.2 萬 | 0.10% | −976−22.9% | 減碼 |
| One Degree Advisors Inc | 3,284 | $70.1 萬 | 0.18% | −264−7.4% | 減碼 |
| Capital Markets Trading UK LLP | 3,255 | $69.5 萬 | 0.62% | +3,255 | 新進 |
| Ipswich Investment Management Co., Inc. | 3,250 | $69.4 萬 | 0.16% | 00.0% | 不變 |
| Strategies Wealth Advisors, LLC | 3,243 | $69.3 萬 | 0.07% | +10.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,242 | $69.3 萬 | 0.11% | −1,113−25.6% | 減碼 |
| Lester Murray Antman dba SimplyRich | 3,240 | $69.2 萬 | 0.18% | 00.0% | 不變 |
| Five Oceans Advisors | 3,238 | $69.2 萬 | 0.25% | +29+0.9% | 加碼 |
| Prosperity Consulting Group, LLC | 3,196 | $68.3 萬 | 0.03% | +678+26.9% | 加碼 |
| Brucke Financial, Inc. | 3,193 | $68.2 萬 | 0.35% | −360−10.1% | 減碼 |
| Blue Capital, Inc. | 3,186 | $68.1 萬 | 0.44% | −385−10.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 3,182 | $68.0 萬 | 0.01% | +3,182 | 新進 |
| Quadcap Wealth Management, LLC | 3,180 | $67.9 萬 | 0.08% | −949−23.0% | 減碼 |
| Waddell & Associates, LLC | 3,178 | $67.9 萬 | 0.04% | +29+0.9% | 加碼 |
| Northstar Group, Inc. | 3,175 | $67.8 萬 | 0.10% | −225−6.6% | 減碼 |
| Manchester Capital Management LLC | 3,161 | $67.5 萬 | 0.10% | +82+2.7% | 加碼 |
| Zullo Investment Group, Inc. | 3,160 | $67.5 萬 | 0.26% | +26+0.8% | 加碼 |
| GLR Partners, LLC | 3,156 | $67.4 萬 | 0.37% | +3,156 | 新進 |
| Master's Wealth Management Inc. | 3,149 | $67.3 萬 | 0.23% | +1,377+77.7% | 加碼 |
| Strategy Asset Managers LLC | 3,149 | $67.3 萬 | 0.11% | +3,149 | 新進 |
| DeDora Capital, Inc. | 3,148 | $67.3 萬 | 0.16% | −1,387−30.6% | 減碼 |
| Round Rock Advisors, LLC | 3,142 | $67.1 萬 | 0.10% | +3,142 | 新進 |
| Mach-1 Financial Group, Inc. | 3,135 | $67.0 萬 | 0.24% | −5,229−62.5% | 減碼 |
| West Family Investments, Inc. | 3,133 | $66.9 萬 | 0.23% | −3,023−49.1% | 減碼 |
| Westmount Partners, LLC | 3,130 | $66.9 萬 | 0.16% | +34+1.1% | 加碼 |
| Ponta Wealth Partners, LLC | 3,129 | $66.9 萬 | 0.54% | +600+23.7% | 加碼 |
| Argus Investors' Counsel, Inc. | 3,127 | $66.8 萬 | 0.59% | +3,127 | 新進 |
| One Wealth Advisors, LLC | 3,114 | $66.5 萬 | 0.08% | +1,171+60.3% | 加碼 |
| TrustBank | 3,105 | $66.3 萬 | 0.26% | −30−1.0% | 減碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,080 | $65.8 萬 | 0.52% | 00.0% | 不變 |
| Sentinus, LLC | 3,072 | $65.6 萬 | 0.06% | +448+17.1% | 加碼 |
| Callahan Advisors, LLC | 3,072 | $65.6 萬 | 0.05% | +4+0.1% | 加碼 |
| Capital Asset Advisory Services LLC | 2,484 | $65.4 萬 | 0.03% | +1,084+77.4% | 加碼 |
| Chesley Taft & Associates LLC | 3,053 | $65.2 萬 | 0.03% | −208−6.4% | 減碼 |
| Northbridge Financial Group, LLC | 2,440 | $65.2 萬 | 0.28% | −45−1.8% | 減碼 |
| Ameriflex Group, Inc. | 3,050 | $65.2 萬 | 0.33% | −80−2.6% | 減碼 |
| Keebeck Wealth Management, LLC | 3,046 | $65.1 萬 | 0.07% | +1,761+137.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,043 | $65.1 萬 | 0.06% | +29+1.0% | 加碼 |
| Investment Management Corp | 3,047 | $65.1 萬 | 0.56% | −2,705−47.0% | 減碼 |
| EntryPoint Capital, LLC | 3,047 | $65.1 萬 | 0.19% | +3,047 | 新進 |
| Encompass More Asset Management | 3,043 | $65.0 萬 | 0.11% | +3,043 | 新進 |
| Mayport, LLC | 3,043 | $65.0 萬 | 0.12% | +2+0.1% | 加碼 |
| Verus Capital Partners, LLC | 3,018 | $64.5 萬 | 0.04% | −569−15.9% | 減碼 |
| Northside Capital Management, LLC | 3,010 | $64.3 萬 | 0.06% | 00.0% | 不變 |
| Legato Capital Management LLC | 2,998 | $64.1 萬 | 0.06% | +2,998 | 新進 |
| Castle Rock Wealth Management, LLC | 2,925 | $63.9 萬 | 0.14% | +4+0.1% | 加碼 |
| Diversify Advisory Services, LLC | 2,568 | $63.9 萬 | 0.10% | −37,743−93.6% | 減碼 |
| SGL Investment Advisors, Inc. | 2,157 | $63.9 萬 | 0.24% | −131−5.7% | 減碼 |
| Nixon Peabody Trust Co | 2,982 | $63.7 萬 | 0.05% | −2−0.1% | 減碼 |
| Winch Advisory Services, LLC | 2,981 | $63.7 萬 | 0.15% | −2−0.1% | 減碼 |