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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 49,552 | $1,059 萬 | 0.36% | −658−1.3% | 減碼 |
| Rodgers Brothers Inc. | 49,100 | $1,049 萬 | 1.21% | −1,100−2.2% | 減碼 |
| Professional Advisory Services Inc | 49,070 | $1,048 萬 | 1.45% | −18,254−27.1% | 減碼 |
| Boothbay Fund Management, LLC | 49,039 | $1,048 萬 | 0.25% | −2,613−5.1% | 減碼 |
| Farmers Trust Co | 49,013 | $1,047 萬 | 1.64% | −4,848−9.0% | 減碼 |
| Vise Technologies, Inc. | 60,986 | $1,044 萬 | 0.21% | 00.0% | 不變 |
| Sienna Gestion | 51,734 | $1,042 萬 | 0.68% | −64,086−55.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 48,233 | $1,031 萬 | 0.35% | +7,433+18.2% | 加碼 |
| Plato Investment Management Ltd | 48,095 | $1,028 萬 | 0.69% | −6,202−11.4% | 減碼 |
| Strategic Planning Group, LLC | 47,925 | $1,024 萬 | 1.43% | +47,925 | 新進 |
| Northwest Bancshares, Inc. | 47,796 | $1,021 萬 | 2.03% | −5,851−10.9% | 減碼 |
| Rheos Capital Works Inc. | 47,500 | $1,015 萬 | 0.68% | −52,000−52.3% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 47,151 | $1,007 萬 | 0.25% | −23,717−33.5% | 減碼 |
| Principal Securities, Inc. | 47,086 | $1,006 萬 | 0.15% | −13,166−21.9% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 46,575 | $995.1 萬 | 0.36% | +46,575 | 新進 |
| Citizens Financial Group Inc | 46,500 | $994.8 萬 | 0.14% | +29,853+179.3% | 加碼 |
| Oppenheimer & Co Inc | 46,528 | $994.1 萬 | 0.12% | −10,560−18.5% | 減碼 |
| Capco Asset Management, LLC | 46,471 | $992.9 萬 | 2.71% | −103,089−68.9% | 減碼 |
| Black Creek Investment Management Inc. | 46,451 | $992.5 萬 | 0.53% | −31,123−40.1% | 減碼 |
| Platinum Investment Management Ltd | 46,439 | $992.2 萬 | 2.50% | −9,406−16.8% | 減碼 |
| Saudi Central Bank | 46,362 | $990.6 萬 | 0.21% | +46,362 | 新進 |
| Capital Investment Advisors, LLC | 46,352 | $990.4 萬 | 0.14% | −3,098−6.3% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 46,349 | $990.3 萬 | 0.58% | +32,203+227.6% | 加碼 |
| Congress Asset Management Co | 46,281 | $988.8 萬 | 0.07% | +42,478+1,117.0% | 加碼 |
| Caisse des Depots Et Consignations | 46,203 | $987.2 萬 | 0.16% | −9,957−17.7% | 減碼 |
| Mubadala Investment Co PJSC | 46,175 | $986.6 萬 | 0.05% | +46,175 | 新進 |
| Independent Advisor Alliance | 46,071 | $984.3 萬 | 0.11% | +2,529+5.8% | 加碼 |
| Evoke Wealth, LLC | 45,948 | $982.9 萬 | 0.18% | −4,184−8.3% | 減碼 |
| Keybank National Association | 45,992 | $982.7 萬 | 0.04% | +135+0.3% | 加碼 |
| Pacifica Partners Inc. | 45,912 | $981.0 萬 | 3.26% | −5,419−10.6% | 減碼 |
| Scott & Selber, Inc. | 45,886 | $980.4 萬 | 2.53% | −130.0% | 減碼 |
| BCJ Capital Management, LLC | 45,861 | $979.9 萬 | 0.52% | −4,551−9.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 45,810 | $978.8 萬 | 0.31% | +39,896+674.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 45,740 | $977.3 萬 | 0.35% | +1,062+2.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 45,614 | $974.6 萬 | 0.55% | +19,997+78.1% | 加碼 |
| Calamos Wealth Management LLC | 45,544 | $973.1 萬 | 0.34% | −848−1.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 45,496 | $972.1 萬 | 0.25% | −62,236−57.8% | 減碼 |
| Venture Visionary Partners LLC | 45,454 | $971.2 萬 | 0.32% | −16,305−26.4% | 減碼 |
| OpenArc Corporate Advisory, LLC | 45,266 | $967.2 萬 | 0.14% | +19,235+73.9% | 加碼 |
| Metis Global Partners, LLC | 45,219 | $966.1 萬 | 0.24% | −5,404−10.7% | 減碼 |
| EFG International AG | 45,073 | $962.8 萬 | 0.21% | −25,706−36.3% | 減碼 |
| Empirical Finance, LLC | 45,013 | $961.7 萬 | 0.45% | −106−0.2% | 減碼 |
| Grand Alliance Asset Management Ltd | 45,000 | $961.5 萬 | 5.82% | +45,000 | 新進 |
| Oak Associates, Ltd | 44,821 | $957.6 萬 | 0.64% | −10,617−19.2% | 減碼 |
| Argent Trust Co | 44,724 | $955.6 萬 | 0.32% | −787−1.7% | 減碼 |
| Sitrin Capital Management LLC | 44,532 | $952.6 萬 | 4.77% | −28,874−39.3% | 減碼 |
| V-Square Quantitative Management LLC | 44,221 | $944.8 萬 | 1.00% | −185−0.4% | 減碼 |
| Eurizon SLJ Capital Ltd | 47,009 | $942.1 萬 | 4.48% | −20,377−30.2% | 減碼 |
| Brentview Investment Management LLC | 43,910 | $938.2 萬 | 4.06% | +1,637+3.9% | 加碼 |
| Spirepoint Private Client, LLC | 43,313 | $925.4 萬 | 0.88% | +22,694+110.1% | 加碼 |
| Titan Investment Solutions Ltd | 43,167 | $922.3 萬 | 1.18% | +43,167 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 43,031 | $919.4 萬 | 0.96% | −2,680−5.9% | 減碼 |
| Pincus Capital Management, LP | 42,937 | $917.4 萬 | 6.39% | −35−0.1% | 減碼 |
| Perigon Wealth Management, LLC | 42,887 | $916.3 萬 | 0.17% | −1,479−3.3% | 減碼 |
| Kinneret Advisory, LLC | 42,834 | $916.3 萬 | 0.87% | −1,899−4.2% | 減碼 |
| Cavalier Investments, LLC | 42,878 | $916.1 萬 | 2.36% | −2,581−5.7% | 減碼 |
| Knollwood Investment Advisory, LLC | 42,795 | $914.4 萬 | 0.92% | 00.0% | 不變 |
| Ritholtz Wealth Management | 42,606 | $910.3 萬 | 0.16% | +10,939+34.5% | 加碼 |
| Sanders Morris Harris LLC | 42,420 | $906.3 萬 | 1.44% | +42,420 | 新進 |
| Bleakley Financial Group, LLC | 42,367 | $905.2 萬 | 0.14% | +4,678+12.4% | 加碼 |
| Martingale Asset Management L P | 42,268 | $903.1 萬 | 0.23% | −6,893−14.0% | 減碼 |
| CCM Investment Advisers LLC | 42,198 | $901.6 萬 | 0.86% | −1,722−3.9% | 減碼 |
| CSM Advisors, LLC | 41,901 | $895.4 萬 | 0.22% | +41,901 | 新進 |
| Quadrant Capital Group LLC | 41,822 | $893.6 萬 | 0.27% | +948+2.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 41,775 | $892.6 萬 | 0.17% | −416−1.0% | 減碼 |
| Genus Capital Management Inc. | 41,558 | $887.9 萬 | 1.02% | −44,112−51.5% | 減碼 |
| Progressive Investment Management Corp | 41,530 | $887.3 萬 | 2.34% | −26−0.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 41,477 | $886.9 萬 | 0.43% | −12,563−23.2% | 減碼 |
| Weiss Asset Management LP | 41,421 | $885.0 萬 | 0.16% | −10,599−20.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 41,347 | $883.4 萬 | 0.06% | −53,255−56.3% | 減碼 |
| Meeder Advisory Services, Inc. | 41,126 | $878.7 萬 | 0.37% | +1,779+4.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 41,016 | $876.3 萬 | 0.10% | −3,163−7.2% | 減碼 |
| PKO Investment Management Joint-Stock Co | 41,000 | $876.0 萬 | 0.74% | +1,000+2.5% | 加碼 |
| Decker Retirement Planning Inc. | 40,599 | $867.4 萬 | 3.93% | +13,463+49.6% | 加碼 |
| Trifecta Capital Advisors, LLC | 40,373 | $862.6 萬 | 1.34% | +535+1.3% | 加碼 |
| Capital Advisors Inc | 40,276 | $860.5 萬 | 0.14% | +1,865+4.9% | 加碼 |
| Clearstead Advisors, LLC | 40,271 | $860.4 萬 | 0.08% | +19,432+93.2% | 加碼 |
| Triglav Skladi, D.O.O. | 40,220 | $859.3 萬 | 0.60% | +35,220+704.4% | 加碼 |
| Evolve Private Wealth, LLC | 40,000 | $854.6 萬 | 0.46% | −1,550−3.7% | 減碼 |
| Artemis Wealth Advisors, LLC | 40,000 | $854.3 萬 | 1.29% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 39,958 | $853.7 萬 | 0.13% | −174−0.4% | 減碼 |
| Intrust Bank NA | 39,872 | $851.9 萬 | 0.69% | +588+1.5% | 加碼 |
| Apollon Wealth Management, LLC | 39,856 | $851.6 萬 | 0.14% | −688−1.7% | 減碼 |
| Ibex Wealth Advisors | 39,856 | $851.6 萬 | 0.79% | +22,903+135.1% | 加碼 |
| Bailard, Inc. | 39,688 | $848.0 萬 | 0.19% | −5,809−12.8% | 減碼 |
| Chapin Davis, Inc. | 39,457 | $843.0 萬 | 1.88% | +39,457 | 新進 |
| First National Trust Co | 39,451 | $842.9 萬 | 0.29% | +39,451 | 新進 |
| Nikulski Financial, Inc. | 39,257 | $839.0 萬 | 2.07% | −2,561−6.1% | 減碼 |
| Glass Wealth Management Co LLC | 39,193 | $837.4 萬 | 3.24% | +599+1.6% | 加碼 |
| Charter Trust Co | 39,032 | $834.0 萬 | 0.49% | −6,774−14.8% | 減碼 |
| Midwest Professional Planners, LTD. | 38,722 | $827.3 萬 | 1.95% | −15,868−29.1% | 減碼 |
| Blair William & Co | 38,085 | $813.7 萬 | 0.02% | −4,551−10.7% | 減碼 |
| Tyro Capital Management LLC | 37,862 | $809.0 萬 | 2.05% | +37,862 | 新進 |
| Synergy Financial Management, LLC | 37,656 | $804.6 萬 | 0.85% | −1,480−3.8% | 減碼 |
| Jackson Square Capital, LLC | 37,493 | $801.1 萬 | 1.68% | +11,002+41.5% | 加碼 |
| Meeder Asset Management Inc | 37,383 | $798.7 萬 | 0.46% | +12,574+50.7% | 加碼 |
| Financial Advisory Service, Inc. | 37,347 | $798.0 萬 | 0.50% | −11,216−23.1% | 減碼 |
| Monetary Management Group Inc | 37,290 | $796.7 萬 | 1.90% | −1,830−4.7% | 減碼 |
| Caitong International Asset Management Co., Ltd | 37,251 | $795.9 萬 | 1.47% | +19,326+107.8% | 加碼 |
| Traynor Capital Management, Inc. | 39,741 | $794.5 萬 | 0.47% | +410+1.0% | 加碼 |