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
- 2,652
- 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 901 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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 241,730 | $5,165 萬 | 0.30% | +10,000+4.3% | 加碼 |
| Huntington National Bank | 239,834 | $5,124 萬 | 0.28% | +22,976+10.6% | 加碼 |
| Burney Co | 234,899 | $5,019 萬 | 1.57% | −91,600−28.1% | 減碼 |
| Zacks Investment Management | 232,262 | $4,963 萬 | 0.40% | +2,854+1.2% | 加碼 |
| Four Tree Island Advisory LLC | 228,300 | $4,878 萬 | 24.62% | −770−0.3% | 減碼 |
| Jupiter Asset Management Ltd | 224,931 | $4,806 萬 | 0.26% | −173,937−43.6% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 224,258 | $4,791 萬 | 1.03% | −210,854−48.5% | 減碼 |
| JustInvest LLC | 223,638 | $4,778 萬 | 0.47% | +8,089+3.8% | 加碼 |
| USS Investment Management Ltd | 223,245 | $4,769 萬 | 0.20% | +4,293+2.0% | 加碼 |
| Public Sector Pension Investment Board | 222,676 | $4,758 萬 | 0.15% | +37,426+20.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 221,434 | $4,736 萬 | 0.94% | −83,100−27.3% | 減碼 |
| CWM, LLC | 221,596 | $4,735 萬 | 0.12% | +90,604+69.2% | 加碼 |
| Rockefeller Capital Management L.P. | 217,736 | $4,652 萬 | 0.08% | −12,871−5.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 210,149 | $4,490 萬 | 1.04% | −69,757−24.9% | 減碼 |
| UniSuper Management Pty Ltd | 209,727 | $4,481 萬 | 0.29% | −14,256−6.4% | 減碼 |
| Guinness Asset Management LTD | 209,699 | $4,410 萬 | 0.76% | −138,416−39.8% | 減碼 |
| Utah Retirement Systems | 204,137 | $4,362 萬 | 0.45% | −5,899−2.8% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 201,700 | $4,310 萬 | 1.52% | −70,000−25.8% | 減碼 |
| New York Life Investment Management LLC | 200,246 | $4,278 萬 | 0.36% | +13,345+7.1% | 加碼 |
| Coldstream Capital Management Inc | 197,856 | $4,229 萬 | 0.52% | −21,640−9.9% | 減碼 |
| Groupe la Francaise | 194,794 | $4,163 萬 | 0.58% | +133,024+215.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 193,122 | $4,126 萬 | 0.35% | +869+0.5% | 加碼 |
| Quadrature Capital Ltd | 191,901 | $4,100 萬 | 0.49% | +191,901 | 新進 |
| Tudor Investment Corp Et Al | 188,579 | $4,029 萬 | 0.22% | +188,579 | 新進 |
| Wealthfront Advisers LLC | 186,183 | $3,978 萬 | 0.09% | +34,811+23.0% | 加碼 |
| McGuire Investment Group, LLC | 186,014 | $3,974 萬 | 4.49% | −68,066−26.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 184,149 | $3,932 萬 | 1.67% | +27,698+17.7% | 加碼 |
| Natixis | 183,670 | $3,924 萬 | 0.16% | +170,173+1,260.8% | 加碼 |
| AIA Group Ltd | 181,890 | $3,886 萬 | 0.56% | −79,982−30.5% | 減碼 |
| Andra AP-fonden | 178,739 | $3,819 萬 | 0.48% | −284,061−61.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 177,832 | $3,800 萬 | 1.82% | −74,846−29.6% | 減碼 |
| Nomura Holdings Inc | 177,674 | $3,796 萬 | 0.32% | −130,148−42.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 177,370 | $3,790 萬 | 0.31% | +8,851+5.3% | 加碼 |
| Whittier Trust Co | 170,604 | $3,764 萬 | 0.42% | +114,183+202.4% | 加碼 |
| Hamilton Capital Partners Inc. | 175,415 | $3,748 萬 | 1.26% | +175,415 | 新進 |
| Ardmore Road Asset Management LP | 175,000 | $3,739 萬 | 2.46% | +175,000 | 新進 |
| Dana Investment Advisors, Inc. | 173,368 | $3,704 萬 | 1.10% | −36,689−17.5% | 減碼 |
| British Columbia Investment Management Corp | 173,110 | $3,699 萬 | 0.22% | −50,657−22.6% | 減碼 |
| Clear Street Group Inc. | 171,634 | $3,694 萬 | 0.21% | +100,775+142.2% | 加碼 |
| Ethic Inc. | 171,923 | $3,673 萬 | 0.58% | −11,613−6.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 170,513 | $3,643 萬 | 0.09% | +2,168+1.3% | 加碼 |
| Vinva Investment Management Ltd | 182,047 | $3,640 萬 | 0.45% | +182,047 | 新進 |
| Junto Capital Management LP | 166,072 | $3,548 萬 | 0.75% | +166,072 | 新進 |
| Fiera Capital Corp | 165,211 | $3,530 萬 | 0.12% | −140,429−45.9% | 減碼 |
| Advisory Services Network, LLC | 165,125 | $3,528 萬 | 0.47% | −1,179−0.7% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 164,243 | $3,509 萬 | 4.98% | −450.0% | 減碼 |
| Heron Bay Capital Management | 162,121 | $3,464 萬 | 3.19% | +80,609+98.9% | 加碼 |
| Braun Stacey Associates Inc | 160,780 | $3,435 萬 | 1.14% | −2,567−1.6% | 減碼 |
| Baker Avenue Asset Management, LP | 160,754 | $3,435 萬 | 0.78% | −16,221−9.2% | 減碼 |
| Harbor Island Capital LLC | 159,785 | $3,414 萬 | 12.68% | −41,178−20.5% | 減碼 |
| GWM Advisors LLC | 158,809 | $3,393 萬 | 0.12% | −605−0.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 158,556 | $3,388 萬 | 0.11% | +37,825+31.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 157,030 | $3,355 萬 | 0.27% | +151,886+2,952.7% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 123,034 | $3,352 萬 | 1.92% | −27,397−18.2% | 減碼 |
| Kestra Advisory Services, LLC | 156,704 | $3,348 萬 | 0.13% | +1,454+0.9% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 156,323 | $3,340 萬 | 0.26% | +156,323 | 新進 |
| Renaissance Group LLC | 154,744 | $3,306 萬 | 1.38% | −58,038−27.3% | 減碼 |
| Mutual of America Capital Management LLC | 153,418 | $3,278 萬 | 0.37% | −2,597−1.7% | 減碼 |
| Vident Advisory, LLC | 152,477 | $3,258 萬 | 0.28% | +831+0.5% | 加碼 |
| Woodline Partners LP | 151,677 | $3,241 萬 | 0.12% | +15,954+11.8% | 加碼 |
| Generate Investment Management Ltd | 151,334 | $3,233 萬 | 1.59% | +60,964+67.5% | 加碼 |
| Profund Advisors LLC | 150,720 | $3,220 萬 | 1.18% | −35,193−18.9% | 減碼 |
| Investment Management Corp of Ontario | 149,078 | $3,185 萬 | 0.41% | +29,260+24.4% | 加碼 |
| Kempen Capital Management N.V. | 148,761 | $3,178 萬 | 0.28% | −49,664−25.0% | 減碼 |
| Louisiana State Employees Retirement System | 145,600 | $3,111 萬 | 0.55% | −2,600−1.8% | 減碼 |
| Steel Peak Wealth Management LLC | 144,006 | $3,080 萬 | 0.97% | −71,821−33.3% | 減碼 |
| Gradient Investments LLC | 143,796 | $3,072 萬 | 0.48% | −24,314−14.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 143,315 | $3,062 萬 | 0.28% | +1,496+1.1% | 加碼 |
| Capitolis Liquid Global Markets LLC | 143,246 | $3,061 萬 | 0.19% | +143,246 | 新進 |
| Kepler Cheuvreux (Suisse) SA | 143,120 | $3,057 萬 | 2.03% | −23,632−14.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 142,986 | $3,055 萬 | 0.40% | −870−0.6% | 減碼 |
| Kames Capital plc | 141,982 | $3,031 萬 | 0.40% | −72,711−33.9% | 減碼 |
| Covington Investment Advisors Inc. | 141,539 | $3,024 萬 | 4.44% | −11,065−7.3% | 減碼 |
| OP Asset Management Ltd | 140,224 | $2,996 萬 | 0.31% | −45,903−24.7% | 減碼 |
| Tairen Capital Ltd | 140,039 | $2,992 萬 | 3.24% | +140,039 | 新進 |
| Crossmark Global Holdings, Inc. | 139,353 | $2,977 萬 | 0.44% | +7,663+5.8% | 加碼 |
| Aptus Capital Advisors, LLC | 138,368 | $2,956 萬 | 0.25% | −166,306−54.6% | 減碼 |
| Jain Global LLC | 138,296 | $2,955 萬 | 0.38% | +68,786+99.0% | 加碼 |
| Great Lakes Advisors, LLC | 136,905 | $2,925 萬 | 0.24% | +13,269+10.7% | 加碼 |
| Groupama Asset Managment | 136,822 | $2,923 萬 | 0.43% | +21,749+18.9% | 加碼 |
| Mizuho Markets Americas LLC | 135,661 | $2,899 萬 | 0.80% | +1,661+1.2% | 加碼 |
| Yousif Capital Management, LLC | 135,065 | $2,886 萬 | 0.34% | −5,181−3.7% | 減碼 |
| Illinois Municipal Retirement Fund | 134,889 | $2,882 萬 | 0.37% | −2,342−1.7% | 減碼 |
| Exchange Traded Concepts, LLC | 134,615 | $2,876 萬 | 0.22% | +51,308+61.6% | 加碼 |
| Gateway Investment Advisers LLC | 131,491 | $2,809 萬 | 0.31% | +28,402+27.6% | 加碼 |
| Benjamin Edwards Inc | 130,935 | $2,798 萬 | 0.28% | −3,664−2.7% | 減碼 |
| 1832 Asset Management L.P. | 130,879 | $2,796 萬 | 0.04% | −1,007,744−88.5% | 減碼 |
| Motley Fool Asset Management LLC | 130,315 | $2,784 萬 | 1.20% | −3,132−2.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 129,764 | $2,774 萬 | 0.14% | +12,369+10.5% | 加碼 |
| Life Cycle Investment Partners Ltd | 129,568 | $2,768 萬 | 0.18% | +129,568 | 新進 |
| MML Investors Services, LLC | 128,955 | $2,755 萬 | 0.08% | −68,844−34.8% | 減碼 |
| Allworth Financial LP | 128,188 | $2,739 萬 | 0.11% | +46,830+57.6% | 加碼 |
| Global X Japan Co., Ltd. | 128,008 | $2,735 萬 | 1.41% | +8,023+6.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 126,497 | $2,703 萬 | 0.77% | +1,917+1.5% | 加碼 |
| Abn Amro Investment Solutions | 124,804 | $2,667 萬 | 0.35% | +157+0.1% | 加碼 |
| ASR Vermogensbeheer N.V. | 124,686 | $2,664 萬 | 0.31% | +2,154+1.8% | 加碼 |
| Sanctuary Advisors, LLC | 124,450 | $2,659 萬 | 0.14% | +2,246+1.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 123,979 | $2,649 萬 | 0.50% | +123,979 | 新進 |
| Nemes Rush Group LLC | 123,557 | $2,640 萬 | 2.51% | −28,605−18.8% | 減碼 |
| State of Alaska, Department of Revenue | 123,533 | $2,639 萬 | 0.29% | −720−0.6% | 減碼 |