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 |
|---|---|---|---|---|---|
| Community Bank, N.A. | 27,336 | $584.1 萬 | 0.70% | −3,950−12.6% | 減碼 |
| Martin Capital Advisors, LLP | 27,208 | $581.3 萬 | 3.67% | −1,684−5.8% | 減碼 |
| Bryn Mawr Trust Co | 26,943 | $575.7 萬 | 0.14% | −383−1.4% | 減碼 |
| Conning Inc. | 26,865 | $574.0 萬 | 0.19% | −7,158−21.0% | 減碼 |
| Axxcess Wealth Management, LLC | 26,857 | $573.8 萬 | 0.18% | −5,950−18.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 26,815 | $572.9 萬 | 0.28% | +1,197+4.7% | 加碼 |
| SevenBridge Financial Group, LLC | 21,513 | $571.3 萬 | 0.89% | −210−1.0% | 減碼 |
| E&G Advisors, LP | 26,554 | $567.4 萬 | 1.26% | −170−0.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,467 | $565.5 萬 | 0.39% | −3,393−11.4% | 減碼 |
| Asio Capital, LLC | 26,229 | $560.4 萬 | 0.79% | −13,783−34.4% | 減碼 |
| Guinness Atkinson Asset Management Inc | 26,038 | $556.3 萬 | 2.78% | −15,121−36.7% | 減碼 |
| L2 Asset Management, LLC | 26,025 | $556.1 萬 | 0.53% | −1,901−6.8% | 減碼 |
| Range Financial Group LLC | 25,938 | $554.2 萬 | 1.86% | +849+3.4% | 加碼 |
| Heritage Trust Co | 25,911 | $553.6 萬 | 0.56% | +1,501+6.1% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 24,980 | $551.2 萬 | 0.60% | +24,980 | 新進 |
| Yarbrough Capital, LLC | 25,732 | $549.8 萬 | 0.19% | 00.0% | 不變 |
| Savant Capital, LLC | 25,696 | $549.0 萬 | 0.03% | −313−1.2% | 減碼 |
| Wood Tarver Financial Group, LLC | 25,661 | $548.2 萬 | 1.51% | 00.0% | 不變 |
| Resources Management Corp | 25,634 | $547.7 萬 | 0.73% | −2,018−7.3% | 減碼 |
| Shoker Investment Counsel, Inc. | 25,621 | $547.4 萬 | 1.63% | −7,980−23.7% | 減碼 |
| Night Squared LP | 25,597 | $546.9 萬 | 0.80% | +12,501+95.5% | 加碼 |
| Level Four Advisory Services, LLC | 25,489 | $544.6 萬 | 0.18% | −32,396−56.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 25,461 | $544.0 萬 | 0.07% | −5,715−18.3% | 減碼 |
| Emmett Investment Management, LP | 24,460 | $543.0 萬 | 4.15% | +910+3.9% | 加碼 |
| Marshall Financial Group LLC | 25,388 | $542.4 萬 | 0.87% | −547−2.1% | 減碼 |
| Pinnacle Financial Partners, Inc. | 25,385 | $542.4 萬 | 0.04% | +4,821+23.4% | 加碼 |
| Chilton Investment Co LLC | 25,380 | $542.3 萬 | 0.13% | +16,160+175.3% | 加碼 |
| Secure Asset Management, LLC | 25,117 | $536.7 萬 | 0.85% | −6,887−21.5% | 減碼 |
| Aspetuck Financial Management LLC | 25,114 | $536.6 萬 | 3.68% | +40.0% | 加碼 |
| Needham Investment Management LLC | 25,000 | $534.1 萬 | 0.27% | 00.0% | 不變 |
| Evelyn Partners Investment Management Services Ltd | 24,941 | $532.9 萬 | 0.63% | −2,444−8.9% | 減碼 |
| Hel Ved Capital Management Ltd | 24,844 | $530.8 萬 | 0.92% | −2,430−8.9% | 減碼 |
| Occudo Quantitative Strategies LP | 20,559 | $530.1 萬 | 0.29% | +20,559 | 新進 |
| New Age Alpha Advisors, LLC | 24,809 | $530.1 萬 | 0.25% | +15,758+174.1% | 加碼 |
| Guardian Capital LP | 24,593 | $525.5 萬 | 0.14% | +22,934+1,382.4% | 加碼 |
| Decision Investments, Inc | 24,559 | $524.7 萬 | 5.97% | −1,299−5.0% | 減碼 |
| Nicholas Investment Partners, LP | 24,537 | $524.3 萬 | 0.38% | +12,993+112.6% | 加碼 |
| BNP Paribas | 25,370 | $519.4 萬 | 0.17% | +18,510+269.8% | 加碼 |
| Groesbeck Investment Management Corp | 24,083 | $514.6 萬 | 10.02% | −1,087−4.3% | 減碼 |
| Noesis Capital Mangement Corp | 24,007 | $512.9 萬 | 0.76% | +4,884+25.5% | 加碼 |
| Loup Funds, LLC | 23,963 | $512.0 萬 | 3.24% | −5,859−19.6% | 減碼 |
| Armistice Capital, LLC | 23,952 | $511.8 萬 | 0.17% | +23,952 | 新進 |
| Bay Rivers Group | 23,948 | $511.7 萬 | 2.13% | −670−2.7% | 減碼 |
| Buckingham Strategic Partners | 23,853 | $509.4 萬 | 0.05% | +4,946+26.2% | 加碼 |
| Three Seasons Wealth, LLC | 23,704 | $507.0 萬 | 1.94% | +2,608+12.4% | 加碼 |
| LGT Fund Management Co Ltd. | 23,455 | $501.1 萬 | 0.22% | −1,905−7.5% | 減碼 |
| Cornerstone Select Advisors, LLC | 23,427 | $500.5 萬 | 3.13% | +520+2.3% | 加碼 |
| TCW Group Inc | 23,356 | $499.0 萬 | 0.04% | +3,611+18.3% | 加碼 |
| Johnson Investment Counsel Inc | 22,970 | $490.8 萬 | 0.04% | +6,713+41.3% | 加碼 |
| WealthShield Partners, LLC | 22,789 | $486.9 萬 | 0.54% | −4,425−16.3% | 減碼 |
| Runnymede Capital Advisors, Inc. | 22,750 | $486.1 萬 | 4.17% | +22,750 | 新進 |
| Dakota Wealth Management | 22,733 | $485.7 萬 | 0.11% | −5,998−20.9% | 減碼 |
| Harfst & Associates, Inc. | 22,703 | $485.1 萬 | 0.87% | −1,203−5.0% | 減碼 |
| MWA Asset Management | 22,679 | $484.6 萬 | 2.65% | −5,224−18.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 28,297 | $484.4 萬 | 0.44% | +2,250+8.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 22,640 | $483.7 萬 | 1.43% | −1,926−7.8% | 減碼 |
| ABN AMRO Bank N.V. | 22,530 | $483.3 萬 | 0.05% | +1,043+4.9% | 加碼 |
| Moors & Cabot, Inc. | 22,186 | $474.0 萬 | 0.20% | −1,617−6.8% | 減碼 |
| Syon Capital LLC | 22,180 | $473.9 萬 | 0.24% | −2,088−8.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 22,117 | $472.5 萬 | 0.28% | −262−1.2% | 減碼 |
| Highland Capital Management, LLC | 22,057 | $471.3 萬 | 0.25% | +7,121+47.7% | 加碼 |
| Camden Capital, LLC | 22,011 | $470.3 萬 | 0.31% | +1,103+5.3% | 加碼 |
| Morse Asset Management, Inc | 22,010 | $470.3 萬 | 0.98% | +880+4.2% | 加碼 |
| Joseph Group Capital Management | 21,994 | $469.9 萬 | 1.17% | −23,507−51.7% | 減碼 |
| Phraction Management LLC | 21,974 | $469.5 萬 | 1.22% | −500−2.2% | 減碼 |
| Sigma Planning Corp | 21,973 | $469.5 萬 | 0.13% | −4,260−16.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 21,941 | $468.8 萬 | 0.45% | −20,484−48.3% | 減碼 |
| Independent Financial Group, LLC | 21,888 | $467.7 萬 | 0.10% | +2,387+12.2% | 加碼 |
| Socorro Asset Management LP | 21,809 | $466.0 萬 | 2.11% | −20,735−48.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 21,700 | $463.6 萬 | 0.50% | −1,400−6.1% | 減碼 |
| Winton Group Ltd | 21,628 | $462.1 萬 | 0.16% | +21,628 | 新進 |
| Ellsworth Advisors, LLC | 21,496 | $459.3 萬 | 0.86% | −1,463−6.4% | 減碼 |
| Platform Technology Partners | 21,477 | $458.9 萬 | 0.89% | +217+1.0% | 加碼 |
| IHT Wealth Management, LLC | 21,422 | $457.7 萬 | 0.11% | −885−4.0% | 減碼 |
| Cary Street Partners Financial LLC | 21,420 | $457.7 萬 | 0.11% | −2,094−8.9% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 21,417 | $457.6 萬 | 0.16% | −31,348−59.4% | 減碼 |
| Liontrust Investment Partners LLP | 21,373 | $456.7 萬 | 0.08% | −16,178−43.1% | 減碼 |
| Buckhead Capital Management LLC | 21,340 | $456.0 萬 | 1.72% | −990−4.4% | 減碼 |
| Chicago Partners Investment Group LLC | 17,107 | $454.3 萬 | 0.10% | +171+1.0% | 加碼 |
| Compass Capital Corp | 15,957 | $453.5 萬 | 1.62% | −3,611−18.5% | 減碼 |
| Western Financial Corp | 21,159 | $452.1 萬 | 1.77% | +13,851+189.5% | 加碼 |
| Aaron Wealth Advisors | 21,153 | $452.0 萬 | 0.26% | −5,285−20.0% | 減碼 |
| Silvant Capital Management LLC | 21,127 | $451.4 萬 | 0.16% | −3,922−15.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 21,116 | $451.2 萬 | 0.37% | +1,870+9.7% | 加碼 |
| Pensionmark Financial Group, LLC | 21,055 | $449.8 萬 | 0.07% | +4,847+29.9% | 加碼 |
| Keudell/Morrison Wealth Management | 20,933 | $447.3 萬 | 0.91% | +180+0.9% | 加碼 |
| Private Advisory Group LLC | 20,928 | $447.1 萬 | 0.31% | +3,182+17.9% | 加碼 |
| CoreCap Advisors, LLC | 20,867 | $445.8 萬 | 0.15% | −5,724−21.5% | 減碼 |
| Leuthold Group, LLC | 20,757 | $443.5 萬 | 0.47% | +20,757 | 新進 |
| ICICI Prudential Asset Management Co Ltd | 20,695 | $442.2 萬 | 0.53% | +537+2.7% | 加碼 |
| Central Trust Co | 20,690 | $442.1 萬 | 0.09% | −1,200−5.5% | 減碼 |
| Gradient Capital Advisors, LLC | 20,607 | $440.3 萬 | 1.14% | −750−3.5% | 減碼 |
| Parallel Advisors, LLC | 20,591 | $440.0 萬 | 0.08% | +1,461+7.6% | 加碼 |
| Benchmark Investment Advisors LLC | 20,589 | $439.9 萬 | 2.56% | +20,589 | 新進 |
| Wakefield Asset Management LLLP | 20,580 | $439.7 萬 | 1.17% | −6,803−24.8% | 減碼 |
| Ascent Group, LLC | 20,566 | $439.4 萬 | 0.15% | −2,802−12.0% | 減碼 |
| Albert D Mason Inc | 20,501 | $438.0 萬 | 2.84% | +49+0.2% | 加碼 |
| Wedmont Private Capital | 17,485 | $431.0 萬 | 0.14% | −8,522−32.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 20,159 | $430.7 萬 | 0.29% | +337+1.7% | 加碼 |
| Viking Fund Management LLC | 20,000 | $427.3 萬 | 0.44% | −20,000−50.0% | 減碼 |