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 |
|---|---|---|---|---|---|
| Avanza Fonder AB | 122,023 | $2,607 萬 | 0.72% | +7,710+6.7% | 加碼 |
| Nilsine Partners, LLC | 99,835 | $2,590 萬 | 2.02% | −3,084−3.0% | 減碼 |
| Horizon Investments, LLC | 121,136 | $2,588 萬 | 0.29% | +1,258+1.0% | 加碼 |
| Canada Post Corp Registered Pension Plan | 121,126 | $2,588 萬 | 1.03% | −29,900−19.8% | 減碼 |
| Norinchukin Bank, The | 120,507 | $2,575 萬 | 0.30% | +3,847+3.3% | 加碼 |
| Marshall Wace, LLP | 118,891 | $2,540 萬 | 0.03% | −261,109−68.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 118,475 | $2,531 萬 | 0.29% | −6,056−4.9% | 減碼 |
| Arkadios Wealth Advisors | 118,181 | $2,525 萬 | 0.42% | +6,415+5.7% | 加碼 |
| Hancock Whitney Corp | 115,543 | $2,521 萬 | 0.44% | −8,440−6.8% | 減碼 |
| Nearwater Capital Markets, Ltd | 118,000 | $2,521 萬 | 0.59% | −702,000−85.6% | 減碼 |
| Allstate Corp | 117,857 | $2,518 萬 | 0.27% | +21,762+22.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 117,498 | $2,511 萬 | 1.01% | +9,900+9.2% | 加碼 |
| TruWealth Advisors, LLC | 117,008 | $2,500 萬 | 1.20% | +107+0.1% | 加碼 |
| Bamco Inc | 116,670 | $2,493 萬 | 0.08% | +88,641+316.2% | 加碼 |
| GDS Wealth Management | 116,250 | $2,484 萬 | 1.49% | +1,058+0.9% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 116,234 | $2,483 萬 | 1.19% | −281−0.2% | 減碼 |
| Manchester Global Management (UK) Ltd | 115,720 | $2,472 萬 | 3.30% | −134,000−53.7% | 減碼 |
| Diversify Wealth Management, LLC | 98,581 | $2,452 萬 | 0.44% | +35,747+56.9% | 加碼 |
| E Fund Management Co., Ltd. | 114,396 | $2,444 萬 | 0.73% | +114,396 | 新進 |
| Laffer Tengler Investments | 114,314 | $2,442 萬 | 3.61% | −6,019−5.0% | 減碼 |
| HB Wealth Management, LLC | 114,207 | $2,440 萬 | 0.16% | −7,785−6.4% | 減碼 |
| First Citizens Bank & Trust Co | 113,479 | $2,425 萬 | 0.51% | +2,316+2.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 113,081 | $2,416 萬 | 0.13% | −19,410−14.7% | 減碼 |
| Engineers Gate Manager LP | 112,881 | $2,412 萬 | 0.30% | +96,454+587.2% | 加碼 |
| Linscomb & Williams, Inc. | 112,828 | $2,411 萬 | 1.07% | −44,870−28.5% | 減碼 |
| Baker Ellis Asset Management LLC | 112,622 | $2,406 萬 | 2.86% | −3,850−3.3% | 減碼 |
| Merit Financial Group, LLC | 112,136 | $2,396 萬 | 0.18% | +45,715+68.8% | 加碼 |
| Cozad Asset Management Inc | 111,568 | $2,384 萬 | 1.87% | −33,609−23.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 111,010 | $2,372 萬 | 0.27% | −1,505−1.3% | 減碼 |
| Summit Partners Public Asset Management, LLC | 110,000 | $2,350 萬 | 1.09% | −22,000−16.7% | 減碼 |
| Generali Asset Management SPA SGR | 109,176 | $2,333 萬 | 0.49% | −6,236−5.4% | 減碼 |
| Winmill & Co. Inc | 109,000 | $2,329 萬 | 6.72% | 00.0% | 不變 |
| Science & Technology Partners, L.P. | 108,700 | $2,322 萬 | 6.08% | −8,100−6.9% | 減碼 |
| Hosking Partners LLP | 106,970 | $2,286 萬 | 0.82% | −31,517−22.8% | 減碼 |
| Tower Bridge Advisors | 106,918 | $2,284 萬 | 2.21% | −26,803−20.0% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 106,082 | $2,267 萬 | 0.56% | −34,193−24.4% | 減碼 |
| Omers Administration Corp | 105,911 | $2,263 萬 | 0.15% | +21,647+25.7% | 加碼 |
| Systematic Alpha Investments, LLC | 104,380 | $2,230 萬 | 0.78% | 00.0% | 不變 |
| M&T Bank Corp | 104,357 | $2,230 萬 | 0.07% | +9,653+10.2% | 加碼 |
| Terry L. Blaker | 103,767 | $2,217 萬 | 0.84% | −34,231−24.8% | 減碼 |
| Miller Capital Partners, Inc. | 102,851 | $2,198 萬 | 10.63% | +4,850+4.9% | 加碼 |
| Jackson Wealth Management, LLC | 102,732 | $2,195 萬 | 2.26% | −2,839−2.7% | 減碼 |
| YHB Investment Advisors, Inc. | 102,345 | $2,187 萬 | 1.57% | −7,559−6.9% | 減碼 |
| Prudential PLC | 101,829 | $2,176 萬 | 0.17% | +9,525+10.3% | 加碼 |
| Summit Street Capital Management, LLC | 101,481 | $2,168 萬 | 3.07% | −33,706−24.9% | 減碼 |
| Compagnie Lombard Odier SCmA | 101,025 | $2,159 萬 | 0.27% | +101,025 | 新進 |
| Violich Capital Management, Inc. | 100,250 | $2,142 萬 | 2.50% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 98,921 | $2,114 萬 | 0.16% | −1,800−1.8% | 減碼 |
| Glenview Trust Co | 98,260 | $2,099 萬 | 0.33% | −292−0.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 97,088 | $2,074 萬 | 0.46% | +32,317+49.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 96,500 | $2,062 萬 | 2.89% | +31,100+47.6% | 加碼 |
| Larson Financial Group LLC | 95,963 | $2,050 萬 | 0.66% | −2,670−2.7% | 減碼 |
| Carderock Capital Management Inc | 95,798 | $2,047 萬 | 5.06% | −10,138−9.6% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 94,976 | $2,029 萬 | 1.53% | +1,403+1.5% | 加碼 |
| Fiduciary Trust Co | 94,142 | $2,011 萬 | 0.24% | −1,670−1.7% | 減碼 |
| Midwest Trust Co | 93,222 | $1,992 萬 | 0.25% | −15,297−14.1% | 減碼 |
| LMR Partners LLP | 92,706 | $1,981 萬 | 0.18% | +5,490+6.3% | 加碼 |
| Holocene Advisors, LP | 90,709 | $1,938 萬 | 0.05% | −68,615−43.1% | 減碼 |
| Advisors Capital Management, LLC | 90,378 | $1,931 萬 | 0.23% | −3,545−3.8% | 減碼 |
| Cookson Peirce & Co Inc | 89,986 | $1,923 萬 | 0.81% | +14,873+19.8% | 加碼 |
| Parkwood LLC | 89,631 | $1,915 萬 | 1.70% | −11,881−11.7% | 減碼 |
| Moran Wealth Management, LLC | 88,825 | $1,898 萬 | 0.58% | −2,294−2.5% | 減碼 |
| Baldwin Investment Management, LLC | 88,594 | $1,893 萬 | 2.21% | −9,540−9.7% | 減碼 |
| Taylor Hoffman Capital Management LLC | 88,042 | $1,881 萬 | 5.80% | −5,816−6.2% | 減碼 |
| Prospera Financial Services Inc | 86,557 | $1,850 萬 | 0.30% | +25,608+42.0% | 加碼 |
| Banque Pictet & Cie SA | 85,642 | $1,830 萬 | 0.21% | −19,179−18.3% | 減碼 |
| Advisors Asset Management, Inc. | 85,356 | $1,824 萬 | 0.30% | −9,339−9.9% | 減碼 |
| Verition Fund Management LLC | 85,007 | $1,816 萬 | 0.18% | −51,293−37.6% | 減碼 |
| Fusion Capital, LLC | 84,815 | $1,812 萬 | 4.89% | −10,173−10.7% | 減碼 |
| Freestone Grove Partners LP | 84,644 | $1,809 萬 | 0.13% | −7,078−7.7% | 減碼 |
| NatWest Group plc | 84,461 | $1,805 萬 | 3.90% | +1,076+1.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 84,201 | $1,799 萬 | 0.45% | +4,613+5.8% | 加碼 |
| Picton Mahoney Asset Management | 84,101 | $1,797 萬 | 0.19% | +4,610+5.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 83,006 | $1,774 萬 | 0.09% | +1,653+2.0% | 加碼 |
| Sterling Capital Management LLC | 82,965 | $1,773 萬 | 0.34% | −6,158−6.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 82,687 | $1,767 萬 | 0.42% | +2,232+2.8% | 加碼 |
| Intech Investment Management LLC | 82,310 | $1,759 萬 | 0.17% | +38,085+86.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 82,201 | $1,756 萬 | 0.19% | +4,466+5.7% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 81,262 | $1,736 萬 | 1.45% | −6,500−7.4% | 減碼 |
| Park Avenue Securities LLC | 80,958 | $1,730 萬 | 0.14% | +80,958 | 新進 |
| Aviance Capital Partners, LLC | 80,652 | $1,723 萬 | 2.02% | −1,263−1.5% | 減碼 |
| D.A. Davidson & Co. | 80,443 | $1,719 萬 | 0.10% | −7,648−8.7% | 減碼 |
| William Blair Investment Management, LLC | 79,447 | $1,697 萬 | 0.06% | −31,221−28.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 78,835 | $1,684 萬 | 0.09% | +16,942+27.4% | 加碼 |
| Brinker Capital Investments, LLC | 78,466 | $1,677 萬 | 0.14% | +2,137+2.8% | 加碼 |
| Blue Sparrow, LLC | 78,200 | $1,671 萬 | 0.29% | +7,800+11.1% | 加碼 |
| M & L Capital Management Ltd | 78,050 | $1,668 萬 | 4.10% | +78,050 | 新進 |
| Vestcor Inc | 77,779 | $1,662 萬 | 0.46% | −1,153−1.5% | 減碼 |
| Central Bank & Trust Co | 77,199 | $1,649 萬 | 2.59% | −2,248−2.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 76,867 | $1,642 萬 | 0.55% | +5,654+7.9% | 加碼 |
| IMC-Chicago, LLC | 76,707 | $1,639 萬 | 0.25% | +76,707 | 新進 |
| NorthCrest Asset Manangement, LLC | 74,917 | $1,636 萬 | 0.51% | +22,959+44.2% | 加碼 |
| Fulcrum Capital LLC | 76,393 | $1,632 萬 | 3.54% | −1,630−2.1% | 減碼 |
| MAI Capital Management | 75,848 | $1,621 萬 | 0.09% | +1,841+2.5% | 加碼 |
| United Capital Financial Advisers, LLC | 75,763 | $1,619 萬 | 0.10% | −605−0.8% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,637 | $1,616 萬 | 0.28% | +7,861+11.6% | 加碼 |
| J. Safra Sarasin Holding AG | 75,621 | $1,615 萬 | 0.28% | +3,118+4.3% | 加碼 |
| Employees Retirement System of Texas | 75,560 | $1,614 萬 | 0.14% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 75,494 | $1,613 萬 | 0.38% | −15,962−17.5% | 減碼 |
| Third Point LLC大師第三點資本 | 75,000 | $1,602 萬 | 0.77% | +75,000 | 新進 |