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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 9,700 | $1,033 萬 | 0.58% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 9,656 | $1,028 萬 | 1.07% | −22−0.2% | 減碼 |
| River Wealth Advisors LLC | 9,645 | $1,027 萬 | 1.47% | −144−1.5% | 減碼 |
| Cresset Asset Management, LLC | 9,600 | $1,024 萬 | 0.04% | +1,199+14.3% | 加碼 |
| Omers Administration Corp | 9,584 | $1,021 萬 | 0.10% | +9,584 | 新進 |
| Wolverine Trading, LLC | 9,571 | $1,019 萬 | 0.17% | −7,129−42.7% | 減碼 |
| Capitolis Liquid Global Markets LLC | 9,500 | $1,012 萬 | 0.13% | −10,800−53.2% | 減碼 |
| Modera Wealth Management, LLC | 9,431 | $1,004 萬 | 0.15% | −348−3.6% | 減碼 |
| Vinva Investment Management Ltd | 9,437 | $996.4 萬 | 0.51% | +3,969+72.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 9,315 | $991.9 萬 | 0.04% | −2,861−23.5% | 減碼 |
| Laffer Tengler Investments | 9,311 | $991.5 萬 | 2.14% | +795+9.3% | 加碼 |
| Fiduciary Trust Co | 9,264 | $986.5 萬 | 0.15% | −107−1.1% | 減碼 |
| Central Bank & Trust Co | 9,222 | $982.0 萬 | 1.37% | −428−4.4% | 減碼 |
| Heron Bay Capital Management | 9,208 | $980.5 萬 | 2.09% | −414−4.3% | 減碼 |
| MBB Public Markets I LLC | 9,192 | $978.8 萬 | 0.20% | +9,192 | 新進 |
| Fusion Capital, LLC | 9,182 | $977.8 萬 | 4.46% | −533−5.5% | 減碼 |
| MAI Capital Management | 9,158 | $975.2 萬 | 0.10% | +76+0.8% | 加碼 |
| HB Wealth Management, LLC | 9,136 | $972.9 萬 | 0.11% | +465+5.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 9,089 | $967.8 萬 | 0.17% | +1,259+16.1% | 加碼 |
| Atria Investments LLC | 9,077 | $966.6 萬 | 0.13% | +99+1.1% | 加碼 |
| Silvant Capital Management LLC | 8,951 | $954.9 萬 | 0.42% | 00.0% | 不變 |
| Carret Asset Management, LLC | 8,931 | $951.1 萬 | 1.11% | −194−2.1% | 減碼 |
| Vident Advisory, LLC | 8,819 | $939.1 萬 | 0.26% | −291−3.2% | 減碼 |
| Financial Partners Group, LLC | 8,790 | $936.0 萬 | 3.63% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 8,749 | $931.6 萬 | 4.39% | −98−1.1% | 減碼 |
| Taylor Hoffman Wealth Management | 8,769 | $930.1 萬 | 3.79% | −7−0.1% | 減碼 |
| McBroom & Associates, LLC | 8,594 | $915.2 萬 | 5.73% | +59+0.7% | 加碼 |
| Banque Cantonale Vaudoise | 8,526 | $907.8 萬 | 0.36% | +91+1.1% | 加碼 |
| Bailard, Inc. | 8,387 | $893.1 萬 | 0.25% | +100+1.2% | 加碼 |
| Hartford Investment Management Co | 8,377 | $892.0 萬 | 0.31% | −101−1.2% | 減碼 |
| Guinness Atkinson Asset Management Inc | 8,349 | $889.0 萬 | 4.35% | −1,103−11.7% | 減碼 |
| GTS Securities LLC | 8,314 | $885.3 萬 | 0.18% | +4,363+110.4% | 加碼 |
| Westpac Banking Corp | 8,288 | $882.5 萬 | 0.70% | +48+0.6% | 加碼 |
| Thames Capital Management LLC | 8,254 | $878.9 萬 | 3.44% | +2,475+42.8% | 加碼 |
| Verition Fund Management LLC | 8,242 | $877.6 萬 | 0.07% | −5,750−41.1% | 減碼 |
| MML Investors Services, LLC | 8,240 | $877.4 萬 | 0.04% | −1,807−18.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,099 | $863.3 萬 | 0.10% | −550−6.4% | 減碼 |
| Arkadios Wealth Advisors | 8,104 | $862.9 萬 | 0.58% | +3,971+96.1% | 加碼 |
| Insight Wealth Strategies, LLC | 8,017 | $853.7 萬 | 1.21% | +110+1.4% | 加碼 |
| Tritonpoint Wealth, LLC | 7,993 | $852.8 萬 | 0.82% | +103+1.3% | 加碼 |
| Northwest Bancshares, Inc. | 8,004 | $852.3 萬 | 1.45% | −648−7.5% | 減碼 |
| Quantinno Capital Management LP | 7,985 | $850.3 萬 | 0.15% | +2,331+41.2% | 加碼 |
| Mission Wealth Management, LP | 7,974 | $849.1 萬 | 0.23% | −112−1.4% | 減碼 |
| NewSquare Capital LLC | 7,946 | $846.1 萬 | 0.73% | +470+6.3% | 加碼 |
| KWMG, LLC | 7,893 | $840.5 萬 | 0.91% | −839−9.6% | 減碼 |
| Commerce Bank | 7,800 | $830.6 萬 | 0.05% | +10.0% | 加碼 |
| Marlowe Partners LP | 7,773 | $827.7 萬 | 23.26% | −1,036−11.8% | 減碼 |
| Bokf, NA | 7,759 | $826.2 萬 | 0.15% | −389−4.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,732 | $824.1 萬 | 0.61% | +213+2.8% | 加碼 |
| Rench Wealth Management, Inc. | 7,685 | $818.4 萬 | 2.94% | −14−0.2% | 減碼 |
| Glenview Trust Co | 7,660 | $815.7 萬 | 0.16% | +487+6.8% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 7,641 | $813.7 萬 | 1.88% | +661+9.5% | 加碼 |
| Securian Asset Management, Inc | 7,623 | $811.7 萬 | 0.24% | −100−1.3% | 減碼 |
| Coldstream Capital Management Inc | 7,548 | $803.7 萬 | 0.20% | −1,390−15.6% | 減碼 |
| F/M Investments LLC | 7,536 | $802.5 萬 | 0.29% | +7,536 | 新進 |
| Institute for Wealth Management, LLC. | 7,523 | $801.1 萬 | 1.07% | 00.0% | 不變 |
| Sitrin Capital Management LLC | 7,451 | $793.4 萬 | 4.22% | −1,515−16.9% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 7,443 | $792.6 萬 | 1.93% | −292−3.8% | 減碼 |
| Naples Global Advisors, LLC | 7,426 | $792.2 萬 | 0.79% | −50−0.7% | 減碼 |
| GWM Advisors LLC | 7,433 | $791.5 萬 | 0.06% | −453−5.7% | 減碼 |
| Amica Mutual Insurance Co | 7,413 | $789.4 萬 | 0.78% | 00.0% | 不變 |
| Savoie Capital LLC | 7,380 | $785.9 萬 | 1.02% | −900−10.9% | 減碼 |
| Toroso Investments, LLC | 7,343 | $781.9 萬 | 0.11% | +1,138+18.3% | 加碼 |
| United Capital Financial Advisers, LLC | 7,328 | $780.3 萬 | 0.07% | −166−2.2% | 減碼 |
| Socorro Asset Management LP | 7,315 | $778.9 萬 | 3.03% | −779−9.6% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 7,192 | $765.9 萬 | 0.88% | −114−1.6% | 減碼 |
| Cornerstone Advisors, LLC | 7,100 | $756.0 萬 | 0.31% | −1,000−12.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,038 | $749.4 萬 | 0.41% | −38−0.5% | 減碼 |
| D.A. Davidson & Co. | 6,960 | $741.2 萬 | 0.07% | +12+0.2% | 加碼 |
| Kempen Capital Management N.V. | 6,937 | $738.7 萬 | 0.08% | −533−7.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,903 | $735.0 萬 | 0.09% | −1,011−12.8% | 減碼 |
| Marshall & Sullivan Inc | 6,875 | $732.1 萬 | 3.66% | −200−2.8% | 減碼 |
| Mediolanum International Funds Ltd | 7,427 | $732.0 萬 | 0.12% | −2,823−27.5% | 減碼 |
| Seizert Capital Partners, LLC | 6,795 | $723.6 萬 | 0.36% | −2,153−24.1% | 減碼 |
| Churchill Management Corp | 6,790 | $723.0 萬 | 0.09% | +6,790 | 新進 |
| Johnson Financial Group, Inc. | 6,598 | $703.9 萬 | 0.34% | +4,095+163.6% | 加碼 |
| Siemens Fonds Invest GmbH | 6,598 | $702.6 萬 | 0.53% | +55+0.8% | 加碼 |
| New Mexico Educational Retirement Board | 6,593 | $702.1 萬 | 0.25% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,585 | $701.2 萬 | 0.21% | +141+2.2% | 加碼 |
| NWK Group, Inc. | 6,582 | $700.9 萬 | 2.95% | +4,869+284.2% | 加碼 |
| Pittenger & Anderson Inc | 6,522 | $694.5 萬 | 0.29% | +78+1.2% | 加碼 |
| Fred Alger Management, LLC | 6,413 | $682.9 萬 | 0.03% | +269+4.4% | 加碼 |
| Sienna Gestion | 6,391 | $680.2 萬 | 0.60% | +5,883+1,158.1% | 加碼 |
| Brinker Capital Investments, LLC | 6,338 | $674.9 萬 | 0.07% | −399−5.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,338 | $674.9 萬 | 0.07% | −399−5.9% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 6,325 | $673.5 萬 | 0.84% | −700−10.0% | 減碼 |
| Royal Fund Management, LLC | 6,277 | $672.1 萬 | 0.91% | +6+0.1% | 加碼 |
| Ardmore Road Asset Management LP | 6,295 | $670.3 萬 | 1.03% | +6,295 | 新進 |
| TownSquare Capital, LLC | 6,281 | $668.8 萬 | 0.09% | +1,186+23.3% | 加碼 |
| Abn Amro Investment Solutions | 6,272 | $667.9 萬 | 0.12% | +582+10.2% | 加碼 |
| AMF Pensionsforsakring AB | 6,216 | $662.1 萬 | 0.05% | +6,216 | 新進 |
| ExodusPoint Capital Management, LP | 6,187 | $658.8 萬 | 0.07% | −7,407−54.5% | 減碼 |
| Soltis Investment Advisors LLC | 6,161 | $656.0 萬 | 0.69% | +15+0.2% | 加碼 |
| Whittier Trust Co | 6,117 | $651.4 萬 | 0.09% | −15−0.2% | 減碼 |
| Lathrop Investment Management Corp | 6,113 | $650.9 萬 | 1.27% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 6,050 | $644.3 萬 | 1.04% | +324+5.7% | 加碼 |
| Jackson Wealth Management, LLC | 6,040 | $643.2 萬 | 1.38% | −3,756−38.3% | 減碼 |
| Metis Global Partners, LLC | 5,981 | $636.9 萬 | 0.22% | +45+0.8% | 加碼 |
| Tudor Investment Corp Et Al | 5,913 | $629.6 萬 | 0.07% | −24,095−80.3% | 減碼 |
| Kingsview Wealth Management, LLC | 5,898 | $628.1 萬 | 0.15% | +14+0.2% | 加碼 |