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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 2,696 | $287.1 萬 | 0.12% | −2,492−48.0% | 減碼 |
| E Fund Management Co., Ltd. | 2,696 | $287.1 萬 | 0.16% | +512+23.4% | 加碼 |
| Resources Management Corp | 2,688 | $286.2 萬 | 0.42% | −33−1.2% | 減碼 |
| Green Alpha Advisors, LLC | 2,659 | $283.2 萬 | 2.28% | −579−17.9% | 減碼 |
| Red Cedar Investment Management, LLC | 2,659 | $283.1 萬 | 0.39% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 2,646 | $281.8 萬 | 0.68% | −70−2.6% | 減碼 |
| Calamos Wealth Management LLC | 2,637 | $280.8 萬 | 0.15% | −93−3.4% | 減碼 |
| Independent Advisor Alliance | 2,635 | $280.6 萬 | 0.10% | +171+6.9% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 2,583 | $275.1 萬 | 0.93% | +6+0.2% | 加碼 |
| IHT Wealth Management, LLC | 2,582 | $274.9 萬 | 0.10% | +38+1.5% | 加碼 |
| Lecap Asset Management Ltd | 2,580 | $274.7 萬 | 0.59% | +2,580 | 新進 |
| Accent Capital Management, LLC | 2,572 | $273.9 萬 | 1.68% | +7+0.3% | 加碼 |
| Trust Co of Oklahoma | 2,567 | $273.3 萬 | 0.96% | 00.0% | 不變 |
| Pitcairn Co | 2,560 | $272.6 萬 | 0.17% | +158+6.6% | 加碼 |
| Axq Capital, LP | 2,519 | $268.2 萬 | 0.63% | +519+26.0% | 加碼 |
| Synovus Financial Corp | 2,510 | $267.4 萬 | 0.04% | −927−27.0% | 減碼 |
| BNP Paribas | 2,505 | $266.7 萬 | 0.13% | −423−14.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 2,500 | $266.2 萬 | 0.31% | −250−9.1% | 減碼 |
| Needham Investment Management LLC | 2,500 | $266.2 萬 | 0.22% | 00.0% | 不變 |
| Stokes Family Office, LLC | 2,494 | $265.6 萬 | 0.31% | +31+1.3% | 加碼 |
| Moors & Cabot, Inc. | 2,492 | $265.4 萬 | 0.14% | +95+4.0% | 加碼 |
| 180 Wealth Advisors, LLC | 2,472 | $262.0 萬 | 0.43% | +34+1.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,432 | $259.0 萬 | 0.07% | +24+1.0% | 加碼 |
| Gradient Capital Advisors, LLC | 2,431 | $258.8 萬 | 0.92% | −40−1.6% | 減碼 |
| Johnson Investment Counsel Inc | 2,430 | $258.8 萬 | 0.03% | +1,030+73.6% | 加碼 |
| Morse Asset Management, Inc | 2,404 | $256.0 萬 | 0.62% | −25−1.0% | 減碼 |
| Fort Washington Investment Advisors Inc | 2,391 | $254.6 萬 | 0.02% | −3−0.1% | 減碼 |
| G&S Capital LLC | 2,377 | $254.1 萬 | 1.10% | −67−2.7% | 減碼 |
| Camarda Financial Advisors, LLC | 2,360 | $251.3 萬 | 0.99% | +104+4.6% | 加碼 |
| SevenBridge Financial Group, LLC | 3,256 | $250.8 萬 | 0.55% | +30+0.9% | 加碼 |
| Alternative Investment Advisors, LLC. | 2,351 | $250.7 萬 | 1.43% | −119−4.8% | 減碼 |
| Concentric Capital Strategies, LP | 2,349 | $250.1 萬 | 0.16% | −1,087−31.6% | 減碼 |
| Altman Advisors, Inc. | 2,331 | $248.2 萬 | 1.41% | −80−3.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,325 | $247.6 萬 | 0.08% | +48+2.1% | 加碼 |
| Bay Rivers Group | 2,301 | $245.0 萬 | 1.27% | +10+0.4% | 加碼 |
| Eads & Heald Wealth Management | 2,301 | $245.0 萬 | 1.18% | +220+10.6% | 加碼 |
| Merit Financial Group, LLC | 2,275 | $242.3 萬 | 0.05% | −316−12.2% | 減碼 |
| Glass Wealth Management Co LLC | 2,275 | $242.3 萬 | 1.42% | +55+2.5% | 加碼 |
| Farmers & Merchants Investments Inc | 2,274 | $242.1 萬 | 0.08% | +63+2.8% | 加碼 |
| Precedent Wealth Partners, LLC | 2,267 | $241.4 萬 | 0.97% | −17−0.7% | 減碼 |
| Bray Capital Advisors | 2,260 | $240.6 萬 | 0.60% | +5+0.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,254 | $240.0 萬 | 0.12% | +1,344+147.7% | 加碼 |
| Oppenheimer & Co Inc | 2,245 | $239.1 萬 | 0.04% | +1,776+378.7% | 加碼 |
| Palouse Capital Management, Inc. | 2,231 | $237.6 萬 | 1.59% | −127−5.4% | 減碼 |
| Lindenwold Advisors | 2,225 | $236.9 萬 | 1.26% | −39−1.7% | 減碼 |
| Global Retirement Partners, LLC | 2,223 | $236.7 萬 | 0.07% | +1,463+192.5% | 加碼 |
| Mattson Financial Services, LLC | 2,221 | $236.5 萬 | 0.84% | +2,221 | 新進 |
| PKO Investment Management Joint-Stock Co | 2,200 | $234.3 萬 | 0.29% | −1,850−45.7% | 減碼 |
| Signature Resources Capital Management, LLC | 2,200 | $234.3 萬 | 1.95% | 00.0% | 不變 |
| LCNB Corp | 2,199 | $234.2 萬 | 0.87% | −155−6.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 2,190 | $233.2 萬 | 0.35% | +22+1.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 2,188 | $233.0 萬 | 0.12% | +1,532+233.5% | 加碼 |
| Paragon Advisors, LLC | 2,183 | $232.4 萬 | 0.85% | +5+0.2% | 加碼 |
| Keudell/Morrison Wealth Management | 2,165 | $230.5 萬 | 0.67% | −21−1.0% | 減碼 |
| TriaGen Wealth Management LLC | 2,160 | $230.0 萬 | 0.89% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 2,160 | $230.0 萬 | 0.54% | 00.0% | 不變 |
| Quest Partners LLC | 2,149 | $228.8 萬 | 0.31% | +1,442+204.0% | 加碼 |
| Meiji Yasuda Life Insurance Co | 2,143 | $228.2 萬 | 0.05% | +76+3.7% | 加碼 |
| Davenport & Co LLC | 2,123 | $226.1 萬 | 0.01% | +70+3.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,103 | $223.9 萬 | 0.18% | +39+1.9% | 加碼 |
| Cary Street Partners Asset Management LLC | 2,102 | $223.9 萬 | 0.33% | −2,494−54.3% | 減碼 |
| STF Management LP | 2,099 | $223.5 萬 | 0.94% | −89−4.1% | 減碼 |
| NRI Wealth Management LC | 2,091 | $222.7 萬 | 1.73% | +85+4.2% | 加碼 |
| Peapack Gladstone Financial Corp | 2,085 | $222.1 萬 | 0.03% | +10.0% | 加碼 |
| Kuhn & Co Investment Counsel | 2,084 | $221.9 萬 | 1.99% | −4−0.2% | 減碼 |
| Nicholas Investment Partners, LP | 2,076 | $221.1 萬 | 0.23% | +52+2.6% | 加碼 |
| Quadrant Capital Group LLC | 2,068 | $220.3 萬 | 0.16% | +104+5.3% | 加碼 |
| Principal Securities, Inc. | 2,061 | $219.5 萬 | 0.06% | +376+22.3% | 加碼 |
| Versor Investments LP | 2,061 | $219.5 萬 | 0.40% | +338+19.6% | 加碼 |
| Segment Wealth Management, LLC | 2,051 | $218.4 萬 | 0.16% | 00.0% | 不變 |
| First Foundation Advisors | 2,034 | $216.6 萬 | 0.08% | −9−0.4% | 減碼 |
| Commonwealth Retirement Investments LLC | 2,034 | $216.6 萬 | 0.99% | −95−4.5% | 減碼 |
| Weatherly Asset Management L. P. | 2,029 | $216.5 萬 | 0.20% | −11−0.5% | 減碼 |
| Trust Co of Toledo NA | 2,025 | $215.6 萬 | 0.31% | −10−0.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,018 | $214.9 萬 | 0.06% | +76+3.9% | 加碼 |
| Milestone Asset Management, LLC | 1,986 | $211.5 萬 | 0.53% | −199−9.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,976 | $210.4 萬 | 0.04% | −94−4.5% | 減碼 |
| IFP Advisors, Inc | 1,975 | $210.2 萬 | 0.08% | +44+2.3% | 加碼 |
| Triangle Securities Wealth Management | 1,951 | $207.8 萬 | 0.59% | −104−5.1% | 減碼 |
| Tradition Wealth Management, LLC | 1,947 | $207.3 萬 | 0.20% | −13−0.7% | 減碼 |
| Leelyn Smith, LLC | 1,945 | $207.1 萬 | 0.40% | −37−1.9% | 減碼 |
| Cookson Peirce & Co Inc | 1,937 | $206.3 萬 | 0.10% | +43+2.3% | 加碼 |
| Tocqueville Asset Management L.P. | 1,937 | $206.3 萬 | 0.03% | +40+2.1% | 加碼 |
| HGK Asset Management Inc | 1,932 | $205.7 萬 | 0.40% | 00.0% | 不變 |
| Bank of Stockton | 1,927 | $205.2 萬 | 0.65% | −414−17.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,922 | $204.7 萬 | 0.30% | −215−10.1% | 減碼 |
| LSV Asset Management | 1,900 | $202.3 萬 | 0.00% | −300−13.6% | 減碼 |
| Capital Investment Advisors, LLC | 1,870 | $199.1 萬 | 0.05% | +334+21.7% | 加碼 |
| Ascension Asset Management LLC | 1,861 | $198.2 萬 | 1.04% | 00.0% | 不變 |
| Chicago Capital, LLC | 1,856 | $197.6 萬 | 0.06% | −32−1.7% | 減碼 |
| La Banque Postale Asset Management SA | 1,845 | $196.5 萬 | 0.08% | −73−3.8% | 減碼 |
| Capital Investment Counsel, Inc | 1,845 | $196.5 萬 | 0.30% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,840 | $195.9 萬 | 0.27% | +864+88.5% | 加碼 |
| Impax Asset Management Group plc | 1,825 | $194.3 萬 | 0.01% | −2,569−58.5% | 減碼 |
| Advisory Research Inc | 1,824 | $194.2 萬 | 0.37% | +213+13.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,820 | $193.8 萬 | 0.02% | +269+17.3% | 加碼 |
| Boston Private Wealth LLC | 1,810 | $192.8 萬 | 0.05% | −113−5.9% | 減碼 |
| Nomura Holdings Inc | 1,808 | $192.5 萬 | 0.01% | −23,929−93.0% | 減碼 |
| Qtron Investments LLC | 1,805 | $192.2 萬 | 0.28% | 00.0% | 不變 |
| Mather Group, LLC. | 1,978 | $192.2 萬 | 0.02% | +259+15.1% | 加碼 |