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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 74,985 | $1,602 萬 | 0.31% | −484−0.6% | 減碼 |
| Van Hulzen Asset Management, LLC | 74,625 | $1,594 萬 | 1.18% | −2,933−3.8% | 減碼 |
| Jump Financial, LLC | 74,247 | $1,586 萬 | 0.23% | +29,633+66.4% | 加碼 |
| Private Advisor Group, LLC | 73,419 | $1,569 萬 | 0.07% | −1,856−2.5% | 減碼 |
| Rathbone Brothers plc | 73,112 | $1,562 萬 | 0.06% | +66,544+1,013.2% | 加碼 |
| Commerce Bank | 72,575 | $1,551 萬 | 0.08% | +7,108+10.9% | 加碼 |
| Institute for Wealth Management, LLC. | 72,385 | $1,547 萬 | 1.66% | −312−0.4% | 減碼 |
| KWMG, LLC | 72,184 | $1,542 萬 | 1.29% | −4,317−5.6% | 減碼 |
| Carret Asset Management, LLC | 71,906 | $1,536 萬 | 1.50% | −5,954−7.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 71,781 | $1,534 萬 | 0.58% | +3,500+5.1% | 加碼 |
| Naples Global Advisors, LLC | 71,545 | $1,530 萬 | 1.12% | −4,036−5.3% | 減碼 |
| Rench Wealth Management, Inc. | 71,546 | $1,529 萬 | 4.60% | −4,736−6.2% | 減碼 |
| Cercano Management LLC | 71,531 | $1,528 萬 | 0.66% | −829−1.1% | 減碼 |
| Hartford Investment Management Co | 71,157 | $1,520 萬 | 0.48% | −1,370−1.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 70,528 | $1,507 萬 | 0.08% | +9,377+15.3% | 加碼 |
| Modera Wealth Management, LLC | 70,011 | $1,496 萬 | 0.18% | −7,164−9.3% | 減碼 |
| Voleon Capital Management LP | 70,005 | $1,496 萬 | 0.32% | −109,595−61.0% | 減碼 |
| VestGen Advisors, LLC | 51,704 | $1,496 萬 | 0.42% | −9,208−15.1% | 減碼 |
| Banque Cantonale Vaudoise | 69,320 | $1,481 萬 | 0.56% | +24,535+54.8% | 加碼 |
| Insight Wealth Strategies, LLC | 69,168 | $1,478 萬 | 1.65% | −16,054−18.8% | 減碼 |
| Impax Asset Management Group plc | 69,076 | $1,476 萬 | 0.10% | +24,896+56.4% | 加碼 |
| Westerkirk Capital Inc. | 69,020 | $1,475 萬 | 1.59% | −4,300−5.9% | 減碼 |
| Integrated Wealth Concepts LLC | 68,788 | $1,470 萬 | 0.12% | +49,278+252.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 66,579 | $1,469 萬 | 0.30% | +45,902+222.0% | 加碼 |
| Tritonpoint Wealth, LLC | 67,468 | $1,443 萬 | 1.55% | −4,727−6.5% | 減碼 |
| Eldred Rock Partners, LLC | 66,962 | $1,431 萬 | 3.64% | −20,655−23.6% | 減碼 |
| Pittenger & Anderson Inc | 66,953 | $1,431 萬 | 0.57% | −5,925−8.1% | 減碼 |
| Stanley-Laman Group, Ltd. | 65,918 | $1,408 萬 | 1.73% | +533+0.8% | 加碼 |
| Norden Group LLC | 65,808 | $1,406 萬 | 1.35% | +3,048+4.9% | 加碼 |
| Boston Trust Walden Corp | 64,950 | $1,388 萬 | 0.11% | +62,990+3,213.8% | 加碼 |
| King Luther Capital Management Corp | 64,890 | $1,386 萬 | 0.06% | −3,633−5.3% | 減碼 |
| Atria Investments LLC | 64,511 | $1,378 萬 | 0.15% | +10,996+20.5% | 加碼 |
| Cullinan Associates Inc | 64,500 | $1,378 萬 | 1.11% | −32,500−33.5% | 減碼 |
| Laird Norton Trust Company, LLC | 64,251 | $1,374 萬 | 0.30% | +4,407+7.4% | 加碼 |
| Amica Mutual Insurance Co | 63,912 | $1,366 萬 | 1.17% | 00.0% | 不變 |
| Paradiem, LLC | 63,418 | $1,355 萬 | 2.98% | −53,072−45.6% | 減碼 |
| McBroom & Associates, LLC | 63,412 | $1,355 萬 | 7.55% | −19,207−23.2% | 減碼 |
| Westwood Holdings Group Inc. | 63,199 | $1,350 萬 | 0.10% | −3,292−5.0% | 減碼 |
| Maryland State Retirement & Pension System | 63,100 | $1,348 萬 | 0.27% | +427+0.7% | 加碼 |
| CAPROCK Group, Inc. | 62,844 | $1,344 萬 | 0.33% | +1,910+3.1% | 加碼 |
| MidFirst Bank | 62,848 | $1,343 萬 | 1.11% | −31,689−33.5% | 減碼 |
| First Manhattan Co | 62,214 | $1,331 萬 | 0.04% | −13,459−17.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 62,233 | $1,330 萬 | 0.79% | −47,595−43.3% | 減碼 |
| FORA Capital, LLC | 62,052 | $1,326 萬 | 0.97% | +47,747+333.8% | 加碼 |
| Sava Infond d.o.o. | 61,570 | $1,316 萬 | 1.87% | −11,180−15.4% | 減碼 |
| TrimTabs Asset Management, LLC | 60,990 | $1,303 萬 | 2.93% | −43,740−41.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 60,848 | $1,301 萬 | 0.99% | +6,361+11.7% | 加碼 |
| La Banque Postale Asset Management SA | 60,788 | $1,299 萬 | 0.18% | +16,546+37.4% | 加碼 |
| Strategic Global Advisors, LLC | 60,719 | $1,297 萬 | 2.07% | −1,469−2.4% | 減碼 |
| Valley National Advisers Inc | 60,425 | $1,291 萬 | 1.67% | +104+0.2% | 加碼 |
| KKM Financial LLC | 75,048 | $1,285 萬 | 2.28% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 60,065 | $1,283 萬 | 0.13% | +60,065 | 新進 |
| Vestor Capital, LLC | 59,855 | $1,279 萬 | 0.93% | +59,855 | 新進 |
| Arvest Bank Trust Division | 59,838 | $1,278 萬 | 0.69% | −25,242−29.7% | 減碼 |
| Marsico Capital Management LLC | 59,467 | $1,271 萬 | 0.37% | +59,467 | 新進 |
| Factory Mutual Insurance Co | 59,400 | $1,269 萬 | 0.14% | +59,400 | 新進 |
| Marco Investment Management LLC | 59,370 | $1,268 萬 | 0.96% | −500−0.8% | 減碼 |
| Umb Bank N A | 59,239 | $1,266 萬 | 0.18% | +754+1.3% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 58,345 | $1,247 萬 | 5.35% | −47,244−44.7% | 減碼 |
| New Mexico Educational Retirement Board | 57,830 | $1,236 萬 | 0.38% | 00.0% | 不變 |
| CenterBook Partners LP | 57,579 | $1,230 萬 | 0.66% | +44,095+327.0% | 加碼 |
| Elemental Capital Partners LLC | 57,485 | $1,228 萬 | 5.23% | +6,183+12.1% | 加碼 |
| Fort Sheridan Advisors LLC | 56,829 | $1,214 萬 | 1.47% | −2,025−3.4% | 減碼 |
| Means Investment Co., Inc. | 56,615 | $1,210 萬 | 1.06% | −1,796−3.1% | 減碼 |
| Foundations Investment Advisors, LLC | 56,612 | $1,210 萬 | 0.15% | +1,242+2.2% | 加碼 |
| Farther Finance Advisors, LLC | 54,374 | $1,207 萬 | 0.11% | +4,595+9.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 56,319 | $1,203 萬 | 0.37% | −331−0.6% | 減碼 |
| Rockline Wealth Management, LLC | 56,132 | $1,199 萬 | 2.61% | −1,923−3.3% | 減碼 |
| Apriem Advisors | 56,027 | $1,197 萬 | 1.14% | −35,931−39.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 55,921 | $1,195 萬 | 0.32% | −2,270−3.9% | 減碼 |
| Riposte Capital LLC | 55,000 | $1,175 萬 | 5.37% | +55,000 | 新進 |
| Horizon Investment Services, LLC | 54,616 | $1,167 萬 | 4.06% | +54,616 | 新進 |
| Danica Pension, Livsforsikringsaktieselskab | 54,606 | $1,167 萬 | 0.22% | +54,606 | 新進 |
| Harbour Capital Advisors, LLC | 43,702 | $1,161 萬 | 2.21% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 53,825 | $1,150 萬 | 0.66% | −2,300−4.1% | 減碼 |
| EP Wealth Advisors, LLC | 53,583 | $1,145 萬 | 0.06% | +6,861+14.7% | 加碼 |
| Fisher Funds Management LTD | 53,433 | $1,142 萬 | 0.34% | 00.0% | 不變 |
| Emerald Investment Advisers, LLC | 53,030 | $1,133 萬 | 1.02% | +53,030 | 新進 |
| Spire Wealth Management | 52,821 | $1,129 萬 | 0.39% | +27,221+106.3% | 加碼 |
| Summit Trail Advisors, LLC | 52,592 | $1,124 萬 | 0.16% | +10,060+23.7% | 加碼 |
| ExodusPoint Capital Management, LP | 52,557 | $1,123 萬 | 0.11% | −30,497−36.7% | 減碼 |
| PEAK6 LLC | 52,473 | $1,121 萬 | 0.32% | −37,260−41.5% | 減碼 |
| Capital Wealth Planning, LLC | 52,326 | $1,118 萬 | 0.06% | +52,326 | 新進 |
| Ballentine Partners, LLC | 52,288 | $1,117 萬 | 0.16% | +30.0% | 加碼 |
| Copeland Capital Management, LLC | 52,112 | $1,113 萬 | 0.25% | +46,671+857.8% | 加碼 |
| Kingsview Wealth Management, LLC | 51,835 | $1,108 萬 | 0.15% | +757+1.5% | 加碼 |
| Sierra Summit Advisors LLC | 51,715 | $1,105 萬 | 1.61% | −22,165−30.0% | 減碼 |
| Greenleaf Trust | 51,474 | $1,100 萬 | 0.11% | −507−1.0% | 減碼 |
| BLI - Banque de Luxembourg Investments | 64,000 | $1,094 萬 | 0.33% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 51,195 | $1,094 萬 | 0.16% | −137,297−72.8% | 減碼 |
| Stiles Financial Services Inc | 51,136 | $1,093 萬 | 3.34% | −397−0.8% | 減碼 |
| Morton Community Bank | 51,101 | $1,092 萬 | 2.37% | −1,410−2.7% | 減碼 |
| Convergence Investment Partners, LLC | 50,898 | $1,087 萬 | 1.78% | +11,624+29.6% | 加碼 |
| Himension Fund | 50,858 | $1,087 萬 | 0.83% | +2,469+5.1% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 50,579 | $1,081 萬 | 0.49% | +380+0.8% | 加碼 |
| River Wealth Advisors LLC | 50,278 | $1,074 萬 | 1.23% | −3,681−6.8% | 減碼 |
| Telemark Asset Management, LLC | 50,000 | $1,068 萬 | 0.99% | 00.0% | 不變 |
| Crown Advisors Management, Inc. | 50,000 | $1,068 萬 | 7.09% | 00.0% | 不變 |
| LMCG Investments, LLC | 49,748 | $1,063 萬 | 0.63% | −25,284−33.7% | 減碼 |
| Johnson Financial Group, Inc. | 49,497 | $1,059 萬 | 0.38% | −6,953−12.3% | 減碼 |