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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 1,797 | $191.4 萬 | 0.30% | +1,797 | 新進 |
| Alta Wealth Advisors LLC | 1,794 | $191.0 萬 | 0.95% | +2+0.1% | 加碼 |
| Noesis Capital Mangement Corp | 1,787 | $190.3 萬 | 0.42% | −5−0.3% | 減碼 |
| Wealth Alliance | 1,778 | $189.4 萬 | 0.24% | −58−3.2% | 減碼 |
| JT Stratford LLC | 1,770 | $188.5 萬 | 0.35% | +263+17.5% | 加碼 |
| Glen Eagle Advisors, LLC | 1,766 | $188.0 萬 | 0.34% | −77−4.2% | 減碼 |
| Checchi Capital Advisers, LLC | 1,764 | $187.8 萬 | 0.15% | +17+1.0% | 加碼 |
| Applied Finance Capital Management, LLC | 1,762 | $187.6 萬 | 0.09% | +1,762 | 新進 |
| Middleton & Co Inc | 1,758 | $187.2 萬 | 0.22% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 1,748 | $186.1 萬 | 0.19% | −76−4.2% | 減碼 |
| Tealwood Asset Management Inc | 1,747 | $186.0 萬 | 1.12% | −452−20.6% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $185.6 萬 | 0.39% | 00.0% | 不變 |
| Ibex Wealth Advisors | 1,738 | $185.1 萬 | 0.29% | −99−5.4% | 減碼 |
| Kerrisdale Advisers, LLC | 1,737 | $185.0 萬 | 0.58% | +185+11.9% | 加碼 |
| Sigma Planning Corp | 1,734 | $184.6 萬 | 0.06% | −51−2.9% | 減碼 |
| Icon Wealth Advisors, LLC | 1,997 | $184.0 萬 | 0.16% | +396+24.7% | 加碼 |
| MWA Asset Management | 1,723 | $183.6 萬 | 1.31% | −27−1.5% | 減碼 |
| Prudent Man Advisors, LLC | 1,723 | $183.5 萬 | 0.65% | −158−8.4% | 減碼 |
| Perpetual Ltd | 1,722 | $183.4 萬 | 0.02% | +192+12.5% | 加碼 |
| Mutual Advisors, LLC | 2,049 | $182.8 萬 | 0.06% | +319+18.4% | 加碼 |
| Strengthening Families & Communities, LLC | 1,712 | $182.3 萬 | 0.52% | +1,712 | 新進 |
| Leavell Investment Management, Inc. | 1,700 | $181.4 萬 | 0.10% | 00.0% | 不變 |
| NVWM, LLC | 1,696 | $180.9 萬 | 0.48% | −11−0.6% | 減碼 |
| Miracle Mile Advisors, LLC | 1,695 | $180.5 萬 | 0.04% | +943+125.4% | 加碼 |
| Delphi Management Inc | 1,691 | $180.1 萬 | 1.47% | −5−0.3% | 減碼 |
| Fidelis Capital Partners, LLC | 2,406 | $180.0 萬 | 0.26% | +449+22.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,685 | $179.4 萬 | 0.07% | −15−0.9% | 減碼 |
| HighPoint Advisor Group LLC | 2,097 | $179.3 萬 | 0.11% | +39+1.9% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,668 | $177.6 萬 | 0.02% | −1,957−54.0% | 減碼 |
| Harfst & Associates, Inc. | 1,650 | $175.7 萬 | 0.41% | +22+1.4% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,643 | $175.0 萬 | 1.74% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,642 | $174.8 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 1,895 | $173.8 萬 | 0.01% | +114+6.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 1,630 | $173.6 萬 | 0.12% | +559+52.2% | 加碼 |
| Lake Street Financial LLC | 1,624 | $172.9 萬 | 0.22% | −63−3.7% | 減碼 |
| Relative Value Partners Group, LLC | 1,624 | $172.9 萬 | 0.22% | +1,328+448.6% | 加碼 |
| Donoghue Forlines LLC | 1,623 | $172.8 萬 | 0.49% | −63−3.7% | 減碼 |
| McDaniel Terry & Co | 1,619 | $172.4 萬 | 0.15% | −23−1.4% | 減碼 |
| Montag A & Associates Inc | 1,613 | $172.1 萬 | 0.09% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 1,593 | $169.9 萬 | 0.08% | −69−4.2% | 減碼 |
| Apriem Advisors | 1,595 | $169.8 萬 | 0.21% | −40−2.4% | 減碼 |
| Syon Capital LLC | 1,588 | $169.1 萬 | 0.16% | −1−0.1% | 減碼 |
| Salomon & Ludwin, LLC | 1,587 | $169.0 萬 | 0.19% | 00.0% | 不變 |
| Mainstay Capital Management LLC | 1,578 | $168.0 萬 | 0.30% | +66+4.4% | 加碼 |
| Community Bank, N.A. | 1,569 | $167.1 萬 | 0.22% | +70+4.7% | 加碼 |
| Aptus Capital Advisors, LLC | 1,567 | $166.9 萬 | 0.03% | +68+4.5% | 加碼 |
| Camden Capital, LLC | 1,565 | $166.6 萬 | 0.13% | +431+38.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 1,560 | $166.1 萬 | 0.29% | +805+106.6% | 加碼 |
| Machina Capital S.A.S. | 1,559 | $166.0 萬 | 0.74% | +1,559 | 新進 |
| Trust Asset Management LLC | 1,558 | $165.9 萬 | 0.14% | 00.0% | 不變 |
| Goodman Advisory Group, LLC | 1,553 | $165.4 萬 | 0.49% | −47−2.9% | 減碼 |
| Belpointe Asset Management LLC | 1,550 | $165.0 萬 | 0.12% | −47−2.9% | 減碼 |
| Encompass Wealth Advisors, LLC | 1,547 | $164.7 萬 | 0.44% | +40+2.7% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,545 | $164.5 萬 | 0.12% | −429−21.7% | 減碼 |
| Venturi Wealth Management, LLC | 1,544 | $164.5 萬 | 0.10% | −107−6.5% | 減碼 |
| Sunbelt Securities, Inc. | 1,533 | $163.3 萬 | 0.17% | +58+3.9% | 加碼 |
| Daymark Wealth Partners, LLC | 1,533 | $163.2 萬 | 0.07% | +1,059+223.4% | 加碼 |
| Legacy Capital Group California, Inc. | 1,530 | $162.9 萬 | 0.59% | +9+0.6% | 加碼 |
| Seeds Investor LLC | 1,509 | $160.7 萬 | 0.82% | +204+15.6% | 加碼 |
| Cohen Klingenstein LLC | 1,500 | $159.7 萬 | 0.06% | 00.0% | 不變 |
| UBS Oconnor LLC | 1,500 | $159.7 萬 | 0.05% | +1,500 | 新進 |
| Lighthouse Investment Partners, LLC | 1,500 | $159.7 萬 | 0.09% | +1,500 | 新進 |
| Clear Creek Financial Management, LLC | 1,495 | $159.2 萬 | 0.19% | +69+4.8% | 加碼 |
| Lifeworks Advisors, LLC | 1,488 | $158.5 萬 | 0.44% | −27−1.8% | 減碼 |
| Wedmont Private Capital | 1,462 | $156.4 萬 | 0.10% | +76+5.5% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 1,466 | $156.1 萬 | 0.30% | −604−29.2% | 減碼 |
| We Are One Seven, LLC | 1,459 | $155.4 萬 | 0.07% | +436+42.6% | 加碼 |
| WSFS Capital Management, LLC | 1,459 | $155.3 萬 | 0.09% | −29−1.9% | 減碼 |
| Brookstone Capital Management | 1,601 | $154.9 萬 | 0.03% | +941+142.6% | 加碼 |
| Knowledge Leaders Capital, LLC | 1,451 | $154.5 萬 | 3.67% | −75−4.9% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,439 | $153.2 萬 | 0.52% | 00.0% | 不變 |
| ICICI Prudential Asset Management Co Ltd | 1,436 | $152.9 萬 | 0.18% | +131+10.0% | 加碼 |
| Smithfield Trust Co | 1,433 | $152.3 萬 | 0.08% | −77−5.1% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,430 | $152.3 萬 | 0.05% | −2,268−61.3% | 減碼 |
| Parallel Advisors, LLC | 1,425 | $151.7 萬 | 0.04% | +68+5.0% | 加碼 |
| KRS Capital Management, LLC | 1,423 | $151.6 萬 | 1.13% | −15−1.0% | 減碼 |
| Schechter Investment Advisors, LLC | 1,422 | $151.4 萬 | 0.11% | −38−2.6% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,416 | $150.8 萬 | 0.36% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 1,408 | $149.9 萬 | 0.14% | −2−0.1% | 減碼 |
| Valeo Financial Advisors, LLC | 1,402 | $149.3 萬 | 0.05% | +107+8.3% | 加碼 |
| Albert D Mason Inc | 1,401 | $149.2 萬 | 1.01% | +1+0.1% | 加碼 |
| Brown Financial Advisors | 1,398 | $148.9 萬 | 0.67% | +1,398 | 新進 |
| RAM Investment Partners, LLC | 1,394 | $148.5 萬 | 0.43% | +10+0.7% | 加碼 |
| Wright Investors Service Inc | 1,392 | $148.2 萬 | 0.39% | 00.0% | 不變 |
| Spire Wealth Management | 1,385 | $147.5 萬 | 0.05% | +939+210.5% | 加碼 |
| Change Path, LLC | 1,378 | $146.7 萬 | 0.07% | −76−5.2% | 減碼 |
| MBM Wealth Consultants, LLC | 1,306 | $145.2 萬 | 0.50% | −1−0.1% | 減碼 |
| NorthRock Partners, LLC | 1,359 | $145.0 萬 | 0.05% | −2−0.1% | 減碼 |
| Little House Capital LLC | 1,360 | $144.8 萬 | 0.45% | +98+7.8% | 加碼 |
| Cigna Investments Inc | 1,358 | $144.6 萬 | 0.27% | −40−2.9% | 減碼 |
| Fulton Bank, N.A. | 1,354 | $144.2 萬 | 0.06% | +250+22.6% | 加碼 |
| Ronald Blue Trust, Inc. | 1,482 | $144.0 萬 | 0.02% | +606+69.2% | 加碼 |
| Centennial Bank | 1,349 | $143.6 萬 | 0.70% | −1−0.1% | 減碼 |
| Phoenix Holdings Ltd. | 1,358 | $143.6 萬 | 0.02% | −293−17.7% | 減碼 |
| Marietta Investment Partners LLC | 1,338 | $142.5 萬 | 0.31% | −165−11.0% | 減碼 |
| International Assets Investment Management, LLC | 1,323 | $140.9 萬 | 0.13% | +87+7.0% | 加碼 |
| Resources Investment Advisors, LLC. | 1,322 | $140.8 萬 | 0.02% | +185+16.3% | 加碼 |
| Avantax Planning Partners, Inc. | 1,321 | $140.6 萬 | 0.05% | +40+3.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 1,312 | $139.7 萬 | 0.12% | +1,312 | 新進 |
| Oakworth Capital, Inc. | 1,306 | $139.1 萬 | 0.10% | +125+10.6% | 加碼 |