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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 2,977 | $63.6 萬 | 0.19% | +5+0.2% | 加碼 |
| Integral Investment Advisors, Inc. | 2,975 | $63.6 萬 | 0.16% | −303−9.2% | 減碼 |
| Vista Cima Wealth Management LLC | 2,964 | $63.3 萬 | 0.63% | +2,964 | 新進 |
| Cary Street Partner Investment Advisory LLC | 2,956 | $63.2 萬 | 0.16% | +307+11.6% | 加碼 |
| Canandaigua National Corp | 2,950 | $63.0 萬 | 0.06% | +2,950 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,948 | $63.0 萬 | 0.08% | +43+1.5% | 加碼 |
| C M Bidwell & Associates Ltd | 2,933 | $62.7 萬 | 0.29% | −16−0.5% | 減碼 |
| XML Financial, LLC | 2,933 | $62.7 萬 | 0.05% | +734+33.4% | 加碼 |
| Silver Grove Financial Group, Inc. | 2,928 | $62.6 萬 | 0.50% | +352+13.7% | 加碼 |
| Anchyra Partners LLC | 2,926 | $62.5 萬 | 0.19% | +124+4.4% | 加碼 |
| Brickley Wealth Management | 2,925 | $62.5 萬 | 0.11% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 2,925 | $62.5 萬 | 0.23% | +20+0.7% | 加碼 |
| First Foundation Advisors | 2,922 | $62.4 萬 | 0.03% | +167+6.1% | 加碼 |
| Triad Wealth Partners, LLC | 2,912 | $62.2 萬 | 0.05% | +700+31.6% | 加碼 |
| Meadowbrook Advisors Group, LLC | 2,909 | $62.2 萬 | 0.37% | +10+0.3% | 加碼 |
| Poinciana Advisors Group, LLC | 2,907 | $62.1 萬 | 0.49% | 00.0% | 不變 |
| BridgePort Financial Solutions, LLC | 2,906 | $62.1 萬 | 0.18% | −963−24.9% | 減碼 |
| Klingman & Associates, LLC | 2,899 | $61.9 萬 | 0.03% | +349+13.7% | 加碼 |
| Roman Butler Fullerton & Co | 2,507 | $61.8 萬 | 0.17% | +208+9.0% | 加碼 |
| Vann Equity Management LLC | 2,886 | $61.7 萬 | 0.44% | +2,886 | 新進 |
| Nelson Capital Management, LLC | 2,885 | $61.6 萬 | 0.08% | 00.0% | 不變 |
| Whelan Financial | 2,885 | $61.6 萬 | 0.19% | −428−12.9% | 減碼 |
| May Barnhard Investments LLC | 2,880 | $61.5 萬 | 0.30% | 00.0% | 不變 |
| Signet Private Wealth LLC | 2,879 | $61.5 萬 | 0.59% | +115+4.2% | 加碼 |
| Stonehaven Wealth & Tax Solutions, LLC | 2,876 | $61.4 萬 | 0.54% | −272−8.6% | 減碼 |
| Addison Advisors LLC | 2,874 | $61.4 萬 | 0.14% | +13+0.5% | 加碼 |
| Schnieders Capital Management, LLC. | 2,870 | $61.3 萬 | 0.10% | −150−5.0% | 減碼 |
| Cypress Asset Management Inc | 2,870 | $61.3 萬 | 0.14% | +20+0.7% | 加碼 |
| Seven Mile Advisory | 2,869 | $61.3 萬 | 0.44% | −1,453−33.6% | 減碼 |
| Dock Street Asset Management Inc | 2,855 | $61.0 萬 | 0.06% | −180−5.9% | 減碼 |
| Braeburn Wealth Management LLC | 2,854 | $61.0 萬 | 0.35% | −1,032−26.6% | 減碼 |
| Elevatus Welath Management | 2,852 | $60.9 萬 | 0.32% | +158+5.9% | 加碼 |
| SHP Wealth Management | 2,848 | $60.9 萬 | 0.05% | +596+26.5% | 加碼 |
| Prota Financial, LLC | 2,841 | $60.7 萬 | 0.44% | −348−10.9% | 減碼 |
| Bill Few Associates, Inc. | 2,826 | $60.4 萬 | 0.14% | −83−2.9% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 2,820 | $60.3 萬 | 0.36% | −143−4.8% | 減碼 |
| Keating Financial Advisory Services, Inc. | 2,807 | $60.0 萬 | 0.10% | −15,449−84.6% | 減碼 |
| Roundview Capital LLC | 2,803 | $59.9 萬 | 0.04% | −54−1.9% | 減碼 |
| Hudock, Inc. | 2,801 | $59.9 萬 | 0.09% | −771−21.6% | 減碼 |
| Allen Capital Group, LLC | 2,795 | $59.7 萬 | 0.05% | +337+13.7% | 加碼 |
| Davis Selected Advisers | 2,780 | $59.4 萬 | 0.00% | −9,500−77.4% | 減碼 |
| Fiduciary Financial Group, LLC | 2,779 | $59.4 萬 | 0.08% | −491−15.0% | 減碼 |
| QTR Family Wealth, LLC | 2,178 | $59.3 萬 | 0.25% | +165+8.2% | 加碼 |
| Midwest Financial Group LLC | 2,776 | $59.3 萬 | 0.25% | −3,900−58.4% | 減碼 |
| Golden State Wealth Management, LLC | 2,775 | $59.3 萬 | 0.06% | −97−3.4% | 減碼 |
| Centennial Wealth Advisory LLC | 2,775 | $59.3 萬 | 0.14% | +954+52.4% | 加碼 |
| Purus Wealth Management, LLC | 2,771 | $59.2 萬 | 0.19% | +50+1.8% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,757 | $58.9 萬 | 0.07% | +18+0.7% | 加碼 |
| Blackstone Group Inc. | 2,756 | $58.9 萬 | 0.00% | +2,756 | 新進 |
| Riversedge Advisors, LLC | 2,752 | $58.8 萬 | 0.10% | +268+10.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 2,752 | $58.8 萬 | 0.26% | +1,282+87.2% | 加碼 |
| Blume Capital Management, Inc. | 2,750 | $58.8 萬 | 0.10% | −94−3.3% | 減碼 |
| Corient IA LLC | 2,750 | $58.8 萬 | 0.55% | +2,750 | 新進 |
| Cambria Investment Management, L.P. | 2,734 | $58.4 萬 | 0.03% | +646+30.9% | 加碼 |
| SMART Wealth LLC | 2,724 | $58.2 萬 | 0.17% | +348+14.6% | 加碼 |
| Stonebridge Financial Group, LLC | 2,719 | $58.1 萬 | 0.05% | −33−1.2% | 減碼 |
| Fortis Capital Advisors, LLC | 2,716 | $58.0 萬 | 0.08% | +2,716 | 新進 |
| Parcion Private Wealth LLC | 2,712 | $57.9 萬 | 0.04% | +290+12.0% | 加碼 |
| Hobart Private Capital, LLC | 2,707 | $57.8 萬 | 0.11% | +2,707 | 新進 |
| Cane Capital Partners, LLC | 2,706 | $57.8 萬 | 0.26% | −231−7.9% | 減碼 |
| Shay Capital LLC | 2,700 | $57.7 萬 | 0.08% | +2,700 | 新進 |
| Element Wealth, LLC | 2,692 | $57.5 萬 | 0.24% | −130−4.6% | 減碼 |
| Claro Advisors LLC | 2,686 | $57.4 萬 | 0.07% | +432+19.2% | 加碼 |
| Paragon Private Wealth Management, LLC | 2,684 | $57.3 萬 | 0.18% | +210+8.5% | 加碼 |
| Fragasso Group Inc. | 2,594 | $57.2 萬 | 0.03% | +310+13.6% | 加碼 |
| HBW Advisory Services LLC | 2,676 | $57.2 萬 | 0.06% | +267+11.1% | 加碼 |
| Pictet & Cie (Europe) SA | 2,665 | $56.9 萬 | 0.01% | −525−16.5% | 減碼 |
| Driehaus Capital Management LLC | 2,663 | $56.9 萬 | 0.00% | −614−18.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 2,663 | $56.9 萬 | 0.08% | −1,486−35.8% | 減碼 |
| CFO4Life Group, LLC | 2,661 | $56.9 萬 | 0.09% | −1,067−28.6% | 減碼 |
| Syverson Strege & Co | 2,661 | $56.9 萬 | 0.14% | +604+29.4% | 加碼 |
| Parthenon LLC | 2,660 | $56.8 萬 | 0.06% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 2,655 | $56.7 萬 | 0.06% | −48−1.8% | 減碼 |
| Iams Wealth Management, LLC | 2,653 | $56.7 萬 | 0.20% | +2,653 | 新進 |
| Fox Hill Wealth Management | 2,651 | $56.6 萬 | 0.27% | +2,651 | 新進 |
| Grandfield & Dodd, LLC | 2,650 | $56.6 萬 | 0.03% | 00.0% | 不變 |
| Aigen Investment Management, LP | 2,649 | $56.6 萬 | 0.15% | +2,649 | 新進 |
| Continuum Wealth Advisors, LLC | 2,641 | $56.4 萬 | 0.23% | +10.0% | 加碼 |
| Family Management Corp | 2,641 | $56.4 萬 | 0.07% | +247+10.3% | 加碼 |
| Financial Management Professionals, Inc. | 2,631 | $56.3 萬 | 0.06% | +65+2.5% | 加碼 |
| Norris Perne & French LLP | 2,630 | $56.2 萬 | 0.03% | −70−2.6% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,627 | $56.2 萬 | 0.16% | +282+12.0% | 加碼 |
| United Advisor Group, LLC | 2,627 | $56.1 萬 | 0.07% | +649+32.8% | 加碼 |
| Dunhill Financial, LLC | 2,625 | $56.1 萬 | 0.13% | +2,503+2,051.6% | 加碼 |
| Smart Money Group LLC | 2,618 | $55.9 萬 | 0.16% | −216−7.6% | 減碼 |
| Ameritas Advisory Services, LLC | 2,614 | $55.9 萬 | 0.02% | +2,614 | 新進 |
| Asset Dedication, LLC | 2,610 | $55.8 萬 | 0.04% | −194−6.9% | 減碼 |
| Colonial River Wealth Management, LLC | 2,603 | $55.6 萬 | 0.20% | +54+2.1% | 加碼 |
| Vicus Capital | 2,602 | $55.6 萬 | 0.04% | −68−2.5% | 減碼 |
| CM Wealth Advisors LLC | 2,573 | $55.0 萬 | 0.12% | +155+6.4% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,569 | $54.9 萬 | 0.26% | +179+7.5% | 加碼 |
| Transcend Wealth Collective, LLC | 2,566 | $54.8 萬 | 0.04% | −26−1.0% | 減碼 |
| Athena Wealth Management, LLC | 2,562 | $54.7 萬 | 0.45% | −96−3.6% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 2,556 | $54.6 萬 | 0.09% | −117−4.4% | 減碼 |
| Baldwin Brothers Inc | 2,551 | $54.5 萬 | 0.04% | 00.0% | 不變 |
| Foster Group, Inc. | 2,550 | $54.5 萬 | 0.02% | +254+11.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,104 | $54.4 萬 | 0.01% | −53−2.5% | 減碼 |
| Signal Advisors Wealth, LLC | 2,539 | $54.3 萬 | 0.04% | −947−27.2% | 減碼 |
| Facet Wealth, Inc. | 2,536 | $54.2 萬 | 0.01% | +1,021+67.4% | 加碼 |
| Diversified Enterprises, LLC | 2,523 | $53.9 萬 | 0.03% | −54−2.1% | 減碼 |