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 |
|---|---|---|---|---|---|
| AlphaGrep UK Ltd | 1,697 | $36.3 萬 | 0.11% | +1,697 | 新進 |
| SilverOak Wealth Management LLC | 1,695 | $36.2 萬 | 0.06% | −226−11.8% | 減碼 |
| Clear Wave Wealth Management LLC | 1,695 | $36.2 萬 | 0.09% | +1,695 | 新進 |
| GW&K Investment Management, LLC | 1,694 | $36.2 萬 | 0.00% | +18+1.1% | 加碼 |
| Legacy Wealth Partners, LLC | 1,691 | $36.1 萬 | 0.09% | +63+3.9% | 加碼 |
| Rialto Wealth Management, LLC | 1,689 | $36.1 萬 | 0.08% | +126+8.1% | 加碼 |
| Manhattan West Asset Management, LLC | 1,685 | $36.0 萬 | 0.07% | +493+41.4% | 加碼 |
| Bank of Jackson Hole Trust | 1,685 | $36.0 萬 | 0.17% | +1,257+293.7% | 加碼 |
| Signature Equity Partners, LLC | 1,683 | $36.0 萬 | 0.19% | −13−0.8% | 減碼 |
| Colonial Trust Co | 1,682 | $35.9 萬 | 0.05% | +40+2.4% | 加碼 |
| Visionary Wealth Advisors | 1,681 | $35.9 萬 | 0.02% | −176−9.5% | 減碼 |
| Coston, McIsaac & Partners | 1,682 | $35.9 萬 | 0.08% | +1+0.1% | 加碼 |
| Catalyst Private Wealth, LLC | 1,678 | $35.9 萬 | 0.19% | +20+1.2% | 加碼 |
| JSF Financial, LLC | 1,671 | $35.7 萬 | 0.07% | −2−0.1% | 減碼 |
| Tyche Wealth Partners LLC | 1,669 | $35.7 萬 | 0.05% | +209+14.3% | 加碼 |
| General Partner, Inc. | 1,665 | $35.6 萬 | 0.22% | −75−4.3% | 減碼 |
| Avantra Family Wealth, Inc. | 1,663 | $35.5 萬 | 0.26% | +1,663 | 新進 |
| Patron Partners Advisors, LLC | 1,663 | $35.5 萬 | 0.16% | +1,663 | 新進 |
| Armis Advisers, LLC | 1,201 | $35.5 萬 | 0.03% | −1−0.1% | 減碼 |
| Kickstand Ventures, LLC. | 1,657 | $35.4 萬 | 0.07% | +85+5.4% | 加碼 |
| Paul Damon & Associates, Inc. | 1,649 | $35.2 萬 | 0.16% | +18+1.1% | 加碼 |
| Clarendon Private LLC | 1,641 | $35.1 萬 | 0.27% | +1,641 | 新進 |
| Southern Michigan Bank & Trust | 1,638 | $35.0 萬 | 0.13% | +1,638 | 新進 |
| Globeflex Capital L P | 1,637 | $35.0 萬 | 0.05% | 00.0% | 不變 |
| Highview Capital Management LLC | 1,630 | $34.8 萬 | 0.13% | +1,630 | 新進 |
| Bogart Wealth, LLC | 1,630 | $34.8 萬 | 0.01% | +22+1.4% | 加碼 |
| Roberts Wealth Advisors, LLC | 1,626 | $34.7 萬 | 0.09% | −19−1.2% | 減碼 |
| Archer Investment Corp | 1,624 | $34.7 萬 | 0.07% | −1,099−40.4% | 減碼 |
| Larry Mathis Financial Planning, LLC | 1,618 | $34.6 萬 | 0.31% | −636−28.2% | 減碼 |
| Winter & Associates, Inc. | 1,566 | $34.6 萬 | 0.30% | −117−7.0% | 減碼 |
| Arrien Investments, Inc. | 1,615 | $34.5 萬 | 0.19% | 00.0% | 不變 |
| Wallace Hart LLC | 1,611 | $34.4 萬 | 0.47% | −4,747−74.7% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 1,601 | $34.2 萬 | 0.13% | +1,601 | 新進 |
| Ingalls & Snyder LLC | 1,602 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| Broyhill Asset Management | 1,600 | $34.2 萬 | 0.34% | −450−22.0% | 減碼 |
| Smith Thornton Advisors LLC | 1,600 | $34.2 萬 | 0.17% | 00.0% | 不變 |
| TAGStone Capital, Inc. | 1,592 | $34.1 萬 | 0.12% | −1,408−46.9% | 減碼 |
| KFA Private Wealth Group, LLC | 1,589 | $34.0 萬 | 0.08% | +28+1.8% | 加碼 |
| Commonwealth Financial Services, LLC | 1,589 | $34.0 萬 | 0.05% | +1,589 | 新進 |
| Investors Portfolio Services LLC | 1,586 | $33.9 萬 | 0.31% | +1+0.1% | 加碼 |
| Owl Creek Wealth Partners LLC | 1,587 | $33.9 萬 | 0.12% | +1,587 | 新進 |
| Motive Wealth Advisors | 1,572 | $33.6 萬 | 0.16% | −30−1.9% | 減碼 |
| Topsail Wealth Management, LLC | 1,569 | $33.6 萬 | 0.05% | +76+5.1% | 加碼 |
| StoneX Group Inc. | 1,566 | $33.5 萬 | 0.02% | −8,752−84.8% | 減碼 |
| Optivise Advisory Services LLC | 1,567 | $33.5 萬 | 0.20% | −296−15.9% | 減碼 |
| Voya Financial Advisors, Inc. | 1,583 | $33.5 萬 | 0.03% | −1,160−42.3% | 減碼 |
| Liberty Wealth Management LLC | 1,562 | $33.4 萬 | 0.04% | −208−11.8% | 減碼 |
| Geneos Wealth Management Inc. | 1,563 | $33.4 萬 | 0.01% | +323+26.0% | 加碼 |
| Insight Advisors, LLC | 1,560 | $33.3 萬 | 0.06% | −151−8.8% | 減碼 |
| OFS Enterprise LLC | 1,557 | $33.3 萬 | 0.10% | +1,557 | 新進 |
| LeConte Wealth Management, LLC | 1,556 | $33.2 萬 | 0.21% | +49+3.3% | 加碼 |
| Gilpin Wealth Management, LLC | 1,554 | $33.2 萬 | 0.26% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 1,552 | $33.2 萬 | 0.11% | +42+2.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,552 | $33.2 萬 | 0.08% | +31+2.0% | 加碼 |
| Connecticut Wealth Management, LLC | 1,549 | $33.1 萬 | 0.01% | +1,549 | 新進 |
| Selective Wealth Management, Inc. | 1,329 | $33.0 萬 | 0.10% | +15+1.1% | 加碼 |
| Altfest L J & Co Inc | 1,546 | $33.0 萬 | 0.04% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 1,542 | $32.9 萬 | 0.06% | +346+28.9% | 加碼 |
| Seldon Capital LP | 1,540 | $32.9 萬 | 0.12% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 1,540 | $32.9 萬 | 0.08% | +340+28.3% | 加碼 |
| Evolution Wealth Management Inc. | 1,539 | $32.9 萬 | 0.24% | +622+67.8% | 加碼 |
| Caliber Wealth Management, LLC | 1,538 | $32.9 萬 | 0.04% | −612−28.5% | 減碼 |
| Summitry LLC | 1,537 | $32.8 萬 | 0.01% | +132+9.4% | 加碼 |
| Thompson David Blair | 1,536 | $32.8 萬 | 0.19% | +1,536 | 新進 |
| Concentric Capital Strategies, LP | 1,535 | $32.8 萬 | 0.03% | −100,225−98.5% | 減碼 |
| Lantz Financial LLC | 1,533 | $32.8 萬 | 0.07% | +35+2.3% | 加碼 |
| Apollon Financial, LLC | 1,529 | $32.7 萬 | 0.05% | +116+8.2% | 加碼 |
| Latitude Advisors, LLC | 1,527 | $32.6 萬 | 0.15% | −322−17.4% | 減碼 |
| Simplify Asset Management Inc. | 1,526 | $32.6 萬 | 0.01% | +48+3.2% | 加碼 |
| Rossby Financial, LCC | 1,468 | $32.6 萬 | 0.07% | +1,053+253.7% | 加碼 |
| First Horizon Corp | 1,523 | $32.5 萬 | 0.01% | −9−0.6% | 減碼 |
| Fortis Capital Management LLC | 1,522 | $32.5 萬 | 0.04% | −56−3.5% | 減碼 |
| DMG Group, LLC | 1,522 | $32.5 萬 | 0.22% | +1,522 | 新進 |
| NBT Bank N A | 1,520 | $32.5 萬 | 0.02% | +1,199+373.5% | 加碼 |
| Prostatis Group LLC | 1,520 | $32.5 萬 | 0.08% | +1,520 | 新進 |
| GenTrust, LLC | 1,513 | $32.4 萬 | 0.01% | −305−16.8% | 減碼 |
| YANKCOM Partnership | 1,506 | $32.2 萬 | 0.13% | −513−25.4% | 減碼 |
| Pflug Koory, LLC | 1,505 | $32.2 萬 | 0.15% | 00.0% | 不變 |
| Forbes J M & Co LLP | 1,496 | $32.0 萬 | 0.03% | 00.0% | 不變 |
| Aletheian Wealth Advisors LLC | 1,493 | $31.9 萬 | 0.16% | +1,493 | 新進 |
| Whipplewood Advisors, LLC | 1,492 | $31.9 萬 | 0.17% | +492+49.2% | 加碼 |
| Panoramic Capital Partners, LLC | 1,489 | $31.8 萬 | 0.20% | +39+2.7% | 加碼 |
| NorthRock Partners, LLC | 1,486 | $31.8 萬 | 0.01% | +1,486 | 新進 |
| Rogco, LP | 1,486 | $31.7 萬 | 0.11% | +1,486 | 新進 |
| SeaBridge Investment Advisors LLC | 1,485 | $31.7 萬 | 0.05% | 00.0% | 不變 |
| Strive Financial Group ,LLC | 1,482 | $31.7 萬 | 0.17% | +16+1.1% | 加碼 |
| Allegiance Financial Group Advisory Services LLC | 1,481 | $31.6 萬 | 0.06% | +11+0.7% | 加碼 |
| Graybill Bartz & Assoc Ltd | 1,479 | $31.6 萬 | 0.10% | −81−5.2% | 減碼 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,477 | $31.6 萬 | 0.78% | +1,477 | 新進 |
| Garden State Investment Advisory Services LLC | 1,470 | $31.6 萬 | 0.08% | +175+13.5% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 1,474 | $31.5 萬 | 0.02% | −81−5.2% | 減碼 |
| Oxford Asset Management LLP | 1,472 | $31.5 萬 | 0.13% | +1,472 | 新進 |
| Symmetry Partners, LLC | 1,472 | $31.4 萬 | 0.02% | +42+2.9% | 加碼 |
| Ducere Wealth Management LLC | 1,471 | $31.4 萬 | 0.12% | +22+1.5% | 加碼 |
| Ethos Financial Group, LLC | 1,469 | $31.4 萬 | 0.02% | +28+1.9% | 加碼 |
| Brand Asset Management Group, Inc. | 1,465 | $31.3 萬 | 0.08% | −275−15.8% | 減碼 |
| Washington Trust Co | 1,464 | $31.3 萬 | 0.01% | −133−8.3% | 減碼 |
| Equitable Trust Co | 1,463 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Breakwater Capital Group | 1,461 | $31.2 萬 | 0.04% | +50+3.5% | 加碼 |
| Innovative Asset Advisors Group, LLC | 1,458 | $31.2 萬 | 0.18% | +1,458 | 新進 |