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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc, | 37,146 | $793.7 萬 | 0.38% | −598−1.6% | 減碼 |
| Umpqua Bank | 37,073 | $792.1 萬 | 2.26% | −2,447−6.2% | 減碼 |
| Cetera Trust Company, N.A | 36,760 | $785.4 萬 | 4.44% | −3,150−7.9% | 減碼 |
| Loomis Sayles & Co L P | 36,730 | $784.8 萬 | 0.01% | +27,324+290.5% | 加碼 |
| Fred Alger Management, LLC | 36,639 | $783.7 萬 | 0.03% | −2,842−7.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 30,282 | $782.4 萬 | 0.50% | −1,729−5.4% | 減碼 |
| Seizert Capital Partners, LLC | 36,594 | $781.9 萬 | 0.36% | −10,583−22.4% | 減碼 |
| North Dakota State Investment Board | 36,382 | $777.3 萬 | 0.34% | −7,482−17.1% | 減碼 |
| Brown Advisory Inc | 36,237 | $774.2 萬 | 0.01% | −183−0.5% | 減碼 |
| Acumen Wealth Advisors, LLC | 36,185 | $774.1 萬 | 2.08% | −14,866−29.1% | 減碼 |
| Qsemble Capital Management, LP | 36,163 | $772.7 萬 | 0.59% | +33,765+1,408.0% | 加碼 |
| Birchview Capital, LP | 36,000 | $769.2 萬 | 4.38% | −4,329−10.7% | 減碼 |
| Summit Financial, LLC | 35,956 | $769.1 萬 | 0.10% | +4,542+14.5% | 加碼 |
| GAMMA Investing LLC | 35,837 | $765.7 萬 | 0.36% | +2,643+8.0% | 加碼 |
| L & S Advisors Inc | 35,789 | $764.7 萬 | 0.96% | −19,477−35.2% | 減碼 |
| Diversified Trust Co | 35,630 | $761.3 萬 | 0.14% | +718+2.1% | 加碼 |
| Callan Family Office, LLC | 35,615 | $760.9 萬 | 0.17% | −170.0% | 減碼 |
| XTX Topco Ltd | 35,392 | $756.2 萬 | 0.13% | +24,741+232.3% | 加碼 |
| Princeton Global Asset Management LLC | 35,290 | $754.0 萬 | 1.23% | +869+2.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 34,972 | $747.2 萬 | 0.47% | +12,175+53.4% | 加碼 |
| Algert Global LLC | 34,965 | $747.1 萬 | 0.11% | −16,070−31.5% | 減碼 |
| Catalytic Wealth RIA, LLC | 34,807 | $743.7 萬 | 0.31% | −1,413−3.9% | 減碼 |
| Mill Capital Management, LLC | 34,650 | $740.3 萬 | 0.56% | −500−1.4% | 減碼 |
| Navellier & Associates Inc | 34,610 | $739.5 萬 | 0.77% | +100.0% | 加碼 |
| Cypress Capital Group | 34,573 | $738.7 萬 | 0.83% | −345−1.0% | 減碼 |
| MUFG Securities Americas Inc. | 34,547 | $738.1 萬 | 0.48% | +709+2.1% | 加碼 |
| Krilogy Financial LLC | 28,111 | $733.6 萬 | 0.24% | +4,584+19.5% | 加碼 |
| Mather Group, LLC. | 34,226 | $731.3 萬 | 0.07% | −3,105−8.3% | 減碼 |
| Securian Asset Management, Inc | 33,877 | $723.8 萬 | 0.29% | −276−0.8% | 減碼 |
| RSM US Wealth Management LLC | 33,551 | $723.6 萬 | 0.09% | +230+0.7% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 33,817 | $722.5 萬 | 1.22% | +33,817 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $719.0 萬 | 0.49% | 00.0% | 不變 |
| Consolidated Capital Management, LLC | 33,115 | $707.5 萬 | 2.29% | +15,392+86.8% | 加碼 |
| Primoris Wealth Advisors, LLC | 33,072 | $706.6 萬 | 4.95% | 00.0% | 不變 |
| We Are One Seven, LLC | 32,816 | $701.2 萬 | 0.14% | −381−1.1% | 減碼 |
| Bokf, NA | 32,659 | $697.8 萬 | 0.11% | −11,002−25.2% | 減碼 |
| Webster Bank, N. A. | 32,591 | $696.3 萬 | 0.66% | +497+1.5% | 加碼 |
| Laurion Capital Management LP | 32,396 | $692.2 萬 | 0.65% | +32,396 | 新進 |
| American Trust Investment Advisors, LLC | 32,133 | $686.6 萬 | 3.79% | −15,011−31.8% | 減碼 |
| Signaturefd, LLC | 31,988 | $683.5 萬 | 0.10% | +1,298+4.2% | 加碼 |
| BDF-Gestion | 31,962 | $682.9 萬 | 0.92% | +7,264+29.4% | 加碼 |
| Spear Advisors LLC | 31,887 | $681.3 萬 | 5.07% | +31,887 | 新進 |
| Commonwealth Retirement Investments LLC | 31,746 | $678.3 萬 | 2.10% | −745−2.3% | 減碼 |
| Precedent Wealth Partners, LLC | 31,715 | $677.6 萬 | 1.36% | −396−1.2% | 減碼 |
| Axecap Investments, LLC | 31,553 | $674.2 萬 | 4.64% | −15,035−32.3% | 減碼 |
| Simplicity Wealth,LLC | 31,546 | $674.0 萬 | 0.38% | +557+1.8% | 加碼 |
| Chicago Trust Co NA | 31,486 | $672.7 萬 | 1.08% | −1,636−4.9% | 減碼 |
| MV Capital Management, Inc. | 31,319 | $669.2 萬 | 0.66% | −2,035−6.1% | 減碼 |
| NWK Group, Inc. | 31,248 | $667.6 萬 | 2.56% | −57−0.2% | 減碼 |
| Everence Capital Management Inc | 31,227 | $667.2 萬 | 0.41% | +2,337+8.1% | 加碼 |
| Wahed Invest LLC | 31,214 | $666.9 萬 | 0.87% | −1,842−5.6% | 減碼 |
| Tema ETFs LLC | 31,139 | $665.3 萬 | 0.45% | −2,990−8.8% | 減碼 |
| Westhampton Capital, LLC | 31,072 | $663.9 萬 | 3.10% | −3,032−8.9% | 減碼 |
| Brookstone Capital Management | 31,034 | $663.1 萬 | 0.08% | +10,150+48.6% | 加碼 |
| Proficio Capital Partners LLC | 30,941 | $661.1 萬 | 0.35% | −1,001−3.1% | 減碼 |
| DSG Capital Advisors, LLC | 30,890 | $660.0 萬 | 1.06% | −961−3.0% | 減碼 |
| First Business Financial Services, Inc. | 30,841 | $658.9 萬 | 0.59% | +3,982+14.8% | 加碼 |
| Moore Capital Management, LP | 30,827 | $658.6 萬 | 0.24% | −28,598−48.1% | 減碼 |
| Oak Thistle LLC | 30,749 | $657.0 萬 | 0.64% | +30,749 | 新進 |
| Ravenswood Partners LP | 30,741 | $656.8 萬 | 2.43% | −26,359−46.2% | 減碼 |
| Smartleaf Asset Management LLC | 32,736 | $654.5 萬 | 0.24% | +101+0.3% | 加碼 |
| Mainstay Capital Management LLC | 30,596 | $653.7 萬 | 0.50% | +450+1.5% | 加碼 |
| Montag A & Associates Inc | 30,402 | $650.2 萬 | 0.30% | +1,224+4.2% | 加碼 |
| Childress Capital Advisors, LLC | 30,370 | $648.9 萬 | 1.17% | −2,553−7.8% | 減碼 |
| First American Trust, FSB | 30,271 | $646.8 萬 | 0.44% | −105−0.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 30,101 | $643.2 萬 | 0.02% | +2,956+10.9% | 加碼 |
| Morningstar Investment Management LLC | 30,005 | $641.1 萬 | 0.40% | −5,115−14.6% | 減碼 |
| Alight Capital Management LP | 30,000 | $641.0 萬 | 1.86% | −20,000−40.0% | 減碼 |
| Tiptree Advisors, LLC | 30,000 | $641.0 萬 | 3.72% | +30,000 | 新進 |
| Fortem Financial Group, LLC | 29,955 | $640.0 萬 | 1.61% | −1,745−5.5% | 減碼 |
| Sciencast Management LP | 29,931 | $639.5 萬 | 0.81% | +28,615+2,174.4% | 加碼 |
| Point72 Asset Management, L.P. | 29,913 | $639.1 萬 | 0.01% | −66,102−68.8% | 減碼 |
| LSV Asset Management | 29,905 | $639.0 萬 | 0.01% | −81,599−73.2% | 減碼 |
| Stephens Inc | 29,760 | $635.9 萬 | 0.08% | +2,134+7.7% | 加碼 |
| Boston Private Wealth LLC | 29,754 | $635.7 萬 | 0.42% | +2,743+10.2% | 加碼 |
| Mission Wealth Management, LP | 29,740 | $635.4 萬 | 0.13% | −9,402−24.0% | 減碼 |
| Hillsdale Investment Management Inc. | 29,660 | $633.7 萬 | 0.17% | +7,920+36.4% | 加碼 |
| Probity Advisors, Inc. | 29,620 | $632.9 萬 | 1.00% | −2,811−8.7% | 減碼 |
| Kovack Advisors, Inc. | 29,125 | $629.1 萬 | 0.34% | −1,897−6.1% | 減碼 |
| Camarda Financial Advisors, LLC | 29,417 | $628.5 萬 | 3.31% | −10,089−25.5% | 減碼 |
| FourThought Financial Partners, LLC | 29,343 | $626.9 萬 | 0.54% | −1,029−3.4% | 減碼 |
| Romano Brothers and Company | 29,060 | $620.9 萬 | 0.71% | −275−0.9% | 減碼 |
| Quantbot Technologies LP | 28,996 | $619.5 萬 | 0.25% | +28,992+724,800.0% | 加碼 |
| Triasima Portfolio Management inc. | 28,863 | $616.7 萬 | 0.93% | +3,110+12.1% | 加碼 |
| Warren Averett Asset Management, LLC | 28,820 | $615.8 萬 | 0.05% | +5,617+24.2% | 加碼 |
| Azzad Asset Management Inc | 28,790 | $615.1 萬 | 0.62% | −23,713−45.2% | 減碼 |
| Polar Asset Management Partners Inc. | 28,548 | $610.0 萬 | 0.14% | −59,191−67.5% | 減碼 |
| 180 Wealth Advisors, LLC | 28,490 | $608.7 萬 | 0.69% | +15+0.1% | 加碼 |
| Leavell Investment Management, Inc. | 28,449 | $608.6 萬 | 0.25% | +964+3.5% | 加碼 |
| Empower Advisory Group, LLC | 28,483 | $608.6 萬 | 0.02% | −128−0.4% | 減碼 |
| Green Alpha Advisors, LLC | 28,386 | $606.5 萬 | 5.97% | −180−0.6% | 減碼 |
| CX Institutional | 28,214 | $602.8 萬 | 0.18% | −1,679−5.6% | 減碼 |
| Matthews International Capital Management LLC | 28,135 | $601.1 萬 | 2.44% | +6,030+27.3% | 加碼 |
| Pinnbrook Capital Management LP | 28,100 | $600.4 萬 | 4.90% | +28,100 | 新進 |
| Brown Brothers Harriman & Co | 28,050 | $599.3 萬 | 0.03% | +7,103+33.9% | 加碼 |
| Foster & Motley Inc | 27,734 | $592.6 萬 | 0.31% | −1,539−5.3% | 減碼 |
| Brighton Jones LLC | 27,624 | $590.4 萬 | 0.13% | +27,624 | 新進 |
| one8zero8, LLC | 27,540 | $588.4 萬 | 1.31% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 27,447 | $587.0 萬 | 0.03% | +5,956+27.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 27,342 | $584.2 萬 | 0.07% | +12,148+80.0% | 加碼 |