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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 3,943 | $419.9 萬 | 0.14% | −137−3.4% | 減碼 |
| Stiles Financial Services Inc | 3,897 | $415.6 萬 | 1.60% | −84−2.1% | 減碼 |
| Twin Tree Management, LP | 3,870 | $412.1 萬 | 0.12% | −12,044−75.7% | 減碼 |
| EP Wealth Advisors, LLC | 3,857 | $410.7 萬 | 0.04% | −276−6.7% | 減碼 |
| Probity Advisors, Inc. | 3,843 | $409.2 萬 | 0.85% | −207−5.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,826 | $407.4 萬 | 0.46% | −1,512−28.3% | 減碼 |
| GAM Holding AG | 3,804 | $405.1 萬 | 0.31% | −1,354−26.3% | 減碼 |
| Terra Nova Asset Management LLC | 3,758 | $400.2 萬 | 3.16% | −780−17.2% | 減碼 |
| Advisors Capital Management, LLC | 3,755 | $400.0 萬 | 0.07% | +145+4.0% | 加碼 |
| Matisse Capital | 3,742 | $398.5 萬 | 1.97% | −50−1.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,738 | $398.1 萬 | 0.00% | −474,447−99.2% | 減碼 |
| Trust Co of Vermont | 3,722 | $396.3 萬 | 0.22% | −371−9.1% | 減碼 |
| Advisors Asset Management, Inc. | 3,715 | $395.6 萬 | 0.08% | +32+0.9% | 加碼 |
| Sphera Funds Management Ltd. | 3,700 | $394.0 萬 | 0.64% | +3,700 | 新進 |
| Cloverfields Capital Group, LP | 3,698 | $393.8 萬 | 1.33% | −77−2.0% | 減碼 |
| Proficio Capital Partners LLC | 3,629 | $386.4 萬 | 0.41% | +27+0.7% | 加碼 |
| RSM US Wealth Management LLC | 3,628 | $384.9 萬 | 0.06% | +3,157+670.3% | 加碼 |
| Tower Bridge Advisors | 3,573 | $380.5 萬 | 0.42% | +55+1.6% | 加碼 |
| Primoris Wealth Advisors, LLC | 3,537 | $376.7 萬 | 3.01% | 00.0% | 不變 |
| Cypress Capital Group | 3,528 | $375.7 萬 | 0.45% | +661+23.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,524 | $375.3 萬 | 0.58% | −791−18.3% | 減碼 |
| Hollencrest Capital Management | 3,519 | $374.8 萬 | 0.16% | +15+0.4% | 加碼 |
| JB Capital LLC | 3,520 | $374.6 萬 | 0.23% | +34+1.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,508 | $373.6 萬 | 0.04% | +581+19.8% | 加碼 |
| Hoylecohen, LLC | 3,498 | $372.5 萬 | 0.28% | −806−18.7% | 減碼 |
| Westhampton Capital, LLC | 3,488 | $371.4 萬 | 2.01% | −4−0.1% | 減碼 |
| Azzad Asset Management Inc | 3,478 | $370.4 萬 | 0.44% | −1,529−30.5% | 減碼 |
| Navellier & Associates Inc | 3,460 | $368.4 萬 | 0.43% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 3,448 | $367.2 萬 | 0.18% | −4,257−55.2% | 減碼 |
| Diversified Trust Co | 3,437 | $366.0 萬 | 0.10% | +1,667+94.2% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 3,424 | $364.6 萬 | 0.18% | +3,424 | 新進 |
| Everence Capital Management Inc | 4,073 | $364.3 萬 | 0.25% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,411 | $363.2 萬 | 0.02% | +665+24.2% | 加碼 |
| Ritholtz Wealth Management | 3,407 | $362.8 萬 | 0.12% | +1,095+47.4% | 加碼 |
| Greenleaf Trust | 3,394 | $361.4 萬 | 0.03% | +192+6.0% | 加碼 |
| Savant Capital, LLC | 3,387 | $360.6 萬 | 0.04% | +87+2.6% | 加碼 |
| Twin Capital Management Inc | 3,381 | $360.0 萬 | 0.42% | −1,127−25.0% | 減碼 |
| Bard Financial Services, Inc. | 3,375 | $359.4 萬 | 0.37% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 3,363 | $358.1 萬 | 0.58% | −150−4.3% | 減碼 |
| Financial Advisory Service, Inc. | 3,341 | $355.8 萬 | 0.31% | +245+7.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,304 | $351.8 萬 | 0.30% | +1,531+86.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 3,292 | $350.6 萬 | 0.27% | +1,337+68.4% | 加碼 |
| Chilton Investment Co LLC | 3,288 | $350.1 萬 | 0.10% | −835−20.3% | 減碼 |
| Regal Investment Advisors LLC | 3,287 | $350.0 萬 | 0.23% | −35−1.1% | 減碼 |
| Signaturefd, LLC | 3,284 | $349.7 萬 | 0.07% | +22+0.7% | 加碼 |
| Joseph Group Capital Management | 3,264 | $347.6 萬 | 1.80% | +245+8.1% | 加碼 |
| Benchmark Investment Advisors LLC | 3,261 | $347.2 萬 | 2.51% | +322+11.0% | 加碼 |
| Empower Advisory Group, LLC | 3,221 | $343.0 萬 | 0.01% | −293−8.3% | 減碼 |
| Heritage Trust Co | 3,213 | $342.1 萬 | 0.45% | +31+1.0% | 加碼 |
| E&G Advisors, LP | 3,211 | $341.9 萬 | 1.01% | 00.0% | 不變 |
| Horizon Investments, LLC | 3,210 | $341.8 萬 | 0.09% | +661+25.9% | 加碼 |
| Central Trust Co | 3,207 | $341.5 萬 | 0.08% | −429−11.8% | 減碼 |
| Perennial Advisors, LLC | 3,204 | $341.2 萬 | 0.77% | −25−0.8% | 減碼 |
| ClariVest Asset Management LLC | 3,201 | $340.9 萬 | 0.35% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,161 | $337.3 萬 | 0.14% | +1,328+72.4% | 加碼 |
| Scott & Selber, Inc. | 3,155 | $336.0 萬 | 1.07% | +51+1.6% | 加碼 |
| Centiva Capital, LP | 3,153 | $335.7 萬 | 0.16% | +2,982+1,743.9% | 加碼 |
| Jackson Square Capital, LLC | 3,147 | $335.1 萬 | 0.82% | −2−0.1% | 減碼 |
| Apollon Wealth Management, LLC | 3,104 | $330.5 萬 | 0.10% | +14+0.5% | 加碼 |
| Kingfisher Capital LLC | 3,092 | $329.3 萬 | 0.77% | −43−1.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,071 | $327.6 萬 | 0.17% | +151+5.2% | 加碼 |
| Davidson Capital Management Inc. | 3,075 | $327.4 萬 | 1.01% | −47−1.5% | 減碼 |
| Exchange Capital Management, Inc. | 3,068 | $326.7 萬 | 0.53% | −131−4.1% | 減碼 |
| Martin Capital Advisors, LLP | 3,061 | $326.0 萬 | 2.44% | −99−3.1% | 減碼 |
| Parallax Volatility Advisers, L.P. | 3,052 | $325.0 萬 | 0.08% | −3,264−51.7% | 減碼 |
| MV Capital Management, Inc. | 3,050 | $324.8 萬 | 0.37% | +29+1.0% | 加碼 |
| Arjuna Capital | 3,042 | $323.9 萬 | 0.87% | −1,876−38.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,039 | $323.6 萬 | 0.65% | +99+3.4% | 加碼 |
| Symmetry Investments LP | 3,032 | $322.9 萬 | 0.40% | +3,032 | 新進 |
| Meeder Advisory Services, Inc. | 3,022 | $321.8 萬 | 0.23% | +686+29.4% | 加碼 |
| Fiera Capital Corp | 3,006 | $320.1 萬 | 0.01% | +539+21.8% | 加碼 |
| SS&H Financial Advisors, Inc. | 2,991 | $318.4 萬 | 1.24% | −25−0.8% | 減碼 |
| Symmetry Partners, LLC | 2,983 | $317.6 萬 | 0.16% | −69−2.3% | 減碼 |
| Valliance Asset Management Ltd | 2,980 | $317.3 萬 | 5.07% | +2,980 | 新進 |
| Capital Advisors Inc | 2,977 | $317.0 萬 | 0.07% | +16+0.5% | 加碼 |
| Peak Financial Advisors LLC | 2,974 | $316.7 萬 | 1.82% | +36+1.2% | 加碼 |
| Oak Associates, Ltd | 2,970 | $316.3 萬 | 0.21% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 2,983 | $316.2 萬 | 0.03% | −16−0.5% | 減碼 |
| PFG Advisors | 2,966 | $315.8 萬 | 0.21% | −241−7.5% | 減碼 |
| Wetherby Asset Management Inc | 2,960 | $315.2 萬 | 0.15% | +132+4.7% | 加碼 |
| Bleakley Financial Group, LLC | 2,959 | $315.1 萬 | 0.09% | −8−0.3% | 減碼 |
| Marshall Financial Group LLC | 2,958 | $315.0 萬 | 0.88% | −304−9.3% | 減碼 |
| Simplicity Wealth,LLC | 2,958 | $315.0 萬 | 0.07% | +10.0% | 加碼 |
| Arvest Investments, Inc. | 2,943 | $313.4 萬 | 0.50% | −21−0.7% | 減碼 |
| Albar Capital Ltd | 2,933 | $312.3 萬 | 0.48% | +2,933 | 新進 |
| Atlas Capital Advisors LLC | 2,923 | $311.3 萬 | 0.41% | −499−14.6% | 減碼 |
| Whitford Management LLC | 2,920 | $311.0 萬 | 1.81% | −10.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 2,912 | $310.1 萬 | 0.22% | +2,904+36,300.0% | 加碼 |
| Ostrum Asset Management | 2,911 | $310.0 萬 | 0.27% | −19−0.6% | 減碼 |
| Clough Capital Partners L P | 2,892 | $308.0 萬 | 0.34% | −25,135−89.7% | 減碼 |
| CX Institutional | 2,840 | $302.4 萬 | 0.14% | −330−10.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,823 | $300.6 萬 | 0.31% | +1,733+159.0% | 加碼 |
| Wahed Invest LLC | 2,813 | $299.5 萬 | 0.60% | +198+7.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,809 | $299.1 萬 | 0.12% | +169+6.4% | 加碼 |
| Regions Financial Corp | 2,793 | $297.4 萬 | 0.02% | −68−2.4% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $296.3 萬 | 0.89% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 2,772 | $295.2 萬 | 0.31% | 00.0% | 不變 |
| BancorpSouth Bank | 2,754 | $293.3 萬 | 0.22% | +5+0.2% | 加碼 |
| Chicago Trust Co NA | 2,718 | $289.4 萬 | 0.59% | +450+19.8% | 加碼 |
| Platinum Investment Management Ltd | 2,705 | $288.0 萬 | 0.12% | 00.0% | 不變 |