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。
2024 年第 2 季 13F 持有人
Lam Research Corp 在 2024/6/30 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
- 1,793
- 較 2024 年第 1 季 +84 家
- 持有股數
- 1.10 億
- 較 2024 年第 1 季 −51.4 萬 (−0.5%)
- 總市值
- $1,165 億
- 較 2024 年第 1 季 +$98.8 億 (+9.3%)
- 新進機構
- 177
- 另有 663 家加碼
- 清倉機構
- 93
- 另有 655 家減碼
另有 23 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roberts Capital Advisors, LLC | 1,423 | $138.3 萬 | 1.33% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 1,297 | $138.1 萬 | 0.39% | −3−0.2% | 減碼 |
| Phraction Management LLC | 1,288 | $137.2 萬 | 0.51% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 1,283 | $136.7 萬 | 0.03% | +5+0.4% | 加碼 |
| Integrated Advisors Network LLC | 1,283 | $136.6 萬 | 0.07% | +10+0.8% | 加碼 |
| Brighton Jones LLC | 1,276 | $135.8 萬 | 0.04% | −340−21.0% | 減碼 |
| KCM Investment Advisors LLC | 1,274 | $135.7 萬 | 0.05% | −271−17.5% | 減碼 |
| Herold Advisors, Inc. | 1,261 | $134.3 萬 | 0.31% | +63+5.3% | 加碼 |
| Core Alternative Capital | 1,255 | $133.6 萬 | 0.27% | −8−0.6% | 減碼 |
| Dantai Capital Ltd | 1,255 | $133.6 萬 | 1.50% | 00.0% | 不變 |
| Privium Fund Management (UK) Ltd | 1,245 | $133.6 萬 | 0.52% | +739+146.0% | 加碼 |
| Circle Wealth Management, LLC | 1,252 | $133.3 萬 | 0.03% | +1,252 | 新進 |
| Farther Finance Advisors, LLC | 1,255 | $133.1 萬 | 0.06% | +303+31.8% | 加碼 |
| Western Financial Corp | 1,234 | $131.4 萬 | 0.79% | −14−1.1% | 減碼 |
| Davis Selected Advisers | 1,228 | $130.8 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 1,223 | $130.2 萬 | 0.23% | +113+10.2% | 加碼 |
| Choate Investment Advisors | 1,215 | $129.4 萬 | 0.03% | −592−32.8% | 減碼 |
| Joel Isaacson & Co., LLC | 1,208 | $128.7 萬 | 0.07% | 00.0% | 不變 |
| American State Bank (Iowa) | 1,200 | $127.8 萬 | 0.82% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 1,200 | $127.8 萬 | 0.33% | +133+12.5% | 加碼 |
| Teza Capital Management LLC | 1,196 | $127.4 萬 | 0.16% | −867−42.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,193 | $127.0 萬 | 0.06% | +491+69.9% | 加碼 |
| Independent Financial Group, LLC | 1,187 | $126.4 萬 | 0.05% | −260−18.0% | 減碼 |
| Mechanics Bank Trust Department | 1,163 | $123.8 萬 | 0.18% | −48−4.0% | 減碼 |
| USA Financial Portformulas Corp | 1,159 | $123.4 萬 | 0.20% | +89+8.3% | 加碼 |
| Wealthspire Advisors, LLC | 1,150 | $122.5 萬 | 0.02% | +220+23.7% | 加碼 |
| Alpha Family Trust | 1,150 | $122.5 萬 | 0.72% | 00.0% | 不變 |
| Values First Advisors, Inc. | 1,136 | $121.0 萬 | 0.72% | +2+0.2% | 加碼 |
| Burns J W & Co Inc | 1,122 | $119.5 萬 | 0.16% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,130 | $119.3 萬 | 0.20% | +218+23.9% | 加碼 |
| Old National Bancorp | 1,115 | $118.7 萬 | 0.03% | −352−24.0% | 減碼 |
| Texas Capital Bancshares Inc | 1,113 | $118.5 萬 | 0.49% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 1,105 | $117.7 萬 | 0.27% | −1,022−48.0% | 減碼 |
| Summit Trail Advisors, LLC | 1,101 | $117.5 萬 | 0.03% | +130+13.4% | 加碼 |
| Citizens Financial Group Inc | 1,102 | $117.3 萬 | 0.03% | +636+136.5% | 加碼 |
| Baader Bank INC | 1,097 | $116.8 萬 | 0.09% | +1,097 | 新進 |
| Dakota Wealth Management | 1,088 | $115.9 萬 | 0.03% | −25−2.2% | 減碼 |
| GoalVest Advisory LLC | 1,085 | $115.5 萬 | 0.37% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 1,079 | $114.9 萬 | 0.43% | −50−4.4% | 減碼 |
| Redwood Investment Management, LLC | 1,530 | $114.5 萬 | 0.10% | −236−13.4% | 減碼 |
| Chiron Investment Management, LLC | 1,075 | $114.5 萬 | 0.45% | +1,075 | 新進 |
| CFO4Life Group, LLC | 1,074 | $114.3 萬 | 0.21% | −14−1.3% | 減碼 |
| Central Pacific Bank - Trust Division | 1,071 | $114.0 萬 | 0.14% | −395−26.9% | 減碼 |
| Family Firm, Inc. | 1,069 | $113.8 萬 | 0.25% | −18−1.7% | 減碼 |
| Spirepoint Private Client, LLC | 1,061 | $113.0 萬 | 0.16% | −11−1.0% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,055 | $112.3 萬 | 0.41% | −152−12.6% | 減碼 |
| Element Capital Management LLC | 1,054 | $112.2 萬 | 0.09% | +454+75.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 1,043 | $111.0 萬 | 0.10% | −118−10.2% | 減碼 |
| Alpha DNA Investment Management LLC | 1,042 | $111.0 萬 | 0.63% | +309+42.2% | 加碼 |
| Strategic Financial Concepts, LLC | 35,050 | $110.6 萬 | 0.00% | +35,050 | 新進 |
| 3Chopt Investment Partners, LLC | 1,036 | $110.5 萬 | 0.34% | +1,036 | 新進 |
| Private Trust Co NA | 1,037 | $110.4 萬 | 0.12% | −1,076−50.9% | 減碼 |
| Cim Investment Mangement Inc | 1,035 | $110.2 萬 | 0.34% | −11−1.1% | 減碼 |
| Jacobi Capital Management LLC | 1,011 | $107.7 萬 | 0.09% | +19+1.9% | 加碼 |
| Aigen Investment Management, LP | 1,005 | $107.0 萬 | 0.21% | +1,005 | 新進 |
| CNB Bank | 1,002 | $106.7 萬 | 0.51% | −26−2.5% | 減碼 |
| KPP Advisory Services LLC | 1,001 | $106.6 萬 | 0.28% | +154+18.2% | 加碼 |
| Nicolet Bankshares Inc | 1,000 | $106.5 萬 | 0.26% | 00.0% | 不變 |
| Vise Technologies, Inc. | 991 | $105.5 萬 | 0.19% | −68−6.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 991 | $105.5 萬 | 0.03% | +132+15.4% | 加碼 |
| Verdence Capital Advisors LLC | 990 | $105.4 萬 | 0.09% | +1+0.1% | 加碼 |
| Parisi Gray Wealth Management | 990 | $105.4 萬 | 0.38% | +243+32.5% | 加碼 |
| Occudo Quantitative Strategies LP | 977 | $104.0 萬 | 0.18% | +977 | 新進 |
| BSW Wealth Partners | 972 | $103.5 萬 | 0.17% | +70+7.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 965 | $102.8 萬 | 0.07% | −150−13.5% | 減碼 |
| Paloma Partners Management Co | 965 | $102.8 萬 | 0.09% | +956+10,622.2% | 加碼 |
| Global Financial Private Client, LLC | 962 | $102.4 萬 | 0.43% | +40+4.3% | 加碼 |
| Retireful, LLC | 959 | $102.1 萬 | 0.48% | −2,874−75.0% | 減碼 |
| Graypoint LLC | 958 | $102.1 萬 | 0.07% | +108+12.7% | 加碼 |
| AE Wealth Management LLC | 957 | $101.9 萬 | 0.01% | +176+22.5% | 加碼 |
| Virtus ETF Advisers LLC | 954 | $101.6 萬 | 0.50% | +42+4.6% | 加碼 |
| Concord Asset Management, LLC | 952 | $101.4 萬 | 0.25% | +131+16.0% | 加碼 |
| Carr Financial Group Corp | 947 | $100.8 萬 | 0.32% | −300−24.1% | 減碼 |
| Financial Advocates Investment Management | 944 | $100.6 萬 | 0.06% | +75+8.6% | 加碼 |
| FCG Investment Co | 942 | $100.3 萬 | 0.76% | −719−43.3% | 減碼 |
| Bryn Mawr Trust Co | 940 | $100.1 萬 | 0.04% | 00.0% | 不變 |
| Wedbush Securities Inc | 938 | $99.9 萬 | 0.04% | +25+2.7% | 加碼 |
| Optimum Investment Advisors | 938 | $99.9 萬 | 0.45% | +13+1.4% | 加碼 |
| Sunpointe, LLC | 931 | $99.4 萬 | 0.65% | +16+1.7% | 加碼 |
| Strategic Blueprint, LLC | 932 | $99.3 萬 | 0.07% | −59−6.0% | 減碼 |
| Systematic Financial Management LP | 930 | $99.0 萬 | 0.03% | 00.0% | 不變 |
| Laraway Financial Inc | 930 | $99.0 萬 | 0.85% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 930 | $99.0 萬 | 0.09% | +17+1.9% | 加碼 |
| Warren Averett Asset Management, LLC | 927 | $98.7 萬 | 0.02% | +23+2.5% | 加碼 |
| Clarius Group, LLC | 922 | $98.2 萬 | 0.07% | −78−7.8% | 減碼 |
| Transcend Wealth Collective, LLC | 919 | $97.9 萬 | 0.07% | +31+3.5% | 加碼 |
| German American Bancorp, Inc. | 914 | $97.3 萬 | 0.11% | +914 | 新進 |
| Brown Brothers Harriman & Co | 911 | $97.0 萬 | 0.01% | +7+0.8% | 加碼 |
| Willner & Heller, LLC | 909 | $96.8 萬 | 0.93% | +2+0.2% | 加碼 |
| Capstone Investment Advisors, LLC | 905 | $96.4 萬 | 0.02% | −708−43.9% | 減碼 |
| Burr Financial Services, LLC | 905 | $96.4 萬 | 0.67% | −476−34.5% | 減碼 |
| SC&H Financial Advisors, Inc. | 900 | $95.8 萬 | 0.23% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 899 | $95.7 萬 | 0.04% | +899 | 新進 |
| Axiom Advisory, LLC | 984 | $94.5 萬 | 0.01% | +984 | 新進 |
| Geller Advisors LLC | 883 | $94.2 萬 | 0.07% | −4−0.5% | 減碼 |
| Skopos Labs, Inc. | 955 | $93.8 萬 | 0.40% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 872 | $92.9 萬 | 0.07% | −398−31.3% | 減碼 |
| Busey Wealth Management | 869 | $92.5 萬 | 0.03% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 869 | $92.5 萬 | 0.54% | +45+5.5% | 加碼 |
| Verus Capital Partners, LLC | 869 | $92.5 萬 | 0.10% | +123+16.5% | 加碼 |