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 3 季 13F 持有人
Lam Research Corp 在 2024/9/30 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
- 1,469
- 較 2024 年第 2 季 −298 家
- 持有股數
- 1.14 億
- 較 2024 年第 2 季 +1,755 萬 (+18.2%)
- 總市值
- $800.7 億
- 較 2024 年第 2 季 −$225.5 億 (−22.0%)
- 新進機構
- 116
- 另有 599 家加碼
- 清倉機構
- 414
- 另有 526 家減碼
另有 26 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 3,204 | $261.5 萬 | 0.45% | +486+17.9% | 加碼 |
| Empower Advisory Group, LLC | 3,210 | $262.0 萬 | 0.01% | −11−0.3% | 減碼 |
| E&G Advisors, LP | 3,241 | $264.5 萬 | 0.73% | +30+0.9% | 加碼 |
| Darwin Advisors, LLC | 3,247 | $265.0 萬 | 0.73% | +3,247 | 新進 |
| Argent Financial Group, Inc. | 3,258 | $265.9 萬 | 0.32% | +3,258 | 新進 |
| Apollon Wealth Management, LLC | 3,259 | $266.0 萬 | 0.08% | +155+5.0% | 加碼 |
| Keybank National Association | 3,296 | $269.0 萬 | 0.01% | −704−17.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 3,299 | $269.2 萬 | 0.16% | +7+0.2% | 加碼 |
| Benchmark Investment Advisors LLC | 3,301 | $269.4 萬 | 1.92% | +40+1.2% | 加碼 |
| MUFG Securities EMEA plc | 33,099 | $270.1 萬 | 0.11% | +33,099 | 新進 |
| CAPROCK Group, Inc. | 3,317 | $271.5 萬 | 0.10% | +156+4.9% | 加碼 |
| Vident Advisory, LLC | 3,353 | $273.7 萬 | 0.07% | −5,466−62.0% | 減碼 |
| Bard Financial Services, Inc. | 3,375 | $275.4 萬 | 0.33% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 3,381 | $275.9 萬 | 0.64% | −1,746−34.1% | 減碼 |
| Azzad Asset Management Inc | 3,452 | $281.7 萬 | 0.32% | −26−0.7% | 減碼 |
| Diversified Trust Co | 3,455 | $282.0 萬 | 0.07% | +18+0.5% | 加碼 |
| Proficio Capital Partners LLC | 3,467 | $283.0 萬 | 0.28% | −162−4.5% | 減碼 |
| Financial Advisory Service, Inc. | 3,521 | $287.3 萬 | 0.23% | +180+5.4% | 加碼 |
| Hollencrest Capital Management | 3,522 | $287.4 萬 | 0.12% | +3+0.1% | 加碼 |
| Groesbeck Investment Management Corp | 3,524 | $287.6 萬 | 4.22% | −469−11.7% | 減碼 |
| Primoris Wealth Advisors, LLC | 3,527 | $287.8 萬 | 2.09% | −10−0.3% | 減碼 |
| Westhampton Capital, LLC | 3,531 | $288.2 萬 | 1.46% | +43+1.2% | 加碼 |
| First Financial Bankshares Inc | 3,536 | $288.6 萬 | 0.06% | −10,996−75.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,541 | $289.0 萬 | 0.31% | −285−7.4% | 減碼 |
| Peak Financial Advisors LLC | 3,587 | $292.7 萬 | 1.51% | +613+20.6% | 加碼 |
| Tower Bridge Advisors | 3,598 | $293.6 萬 | 0.30% | +25+0.7% | 加碼 |
| CBOE Vest Financial, LLC | 35,991 | $293.7 萬 | 0.06% | +14,658+68.7% | 加碼 |
| Andar Capital Management HK Ltd | 3,600 | $293.8 萬 | 3.89% | +3,600 | 新進 |
| JB Capital LLC | 3,623 | $295.7 萬 | 0.17% | +103+2.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 3,646 | $297.5 萬 | 0.13% | +198+5.7% | 加碼 |
| IFP Advisors, Inc | 3,653 | $298.1 萬 | 0.11% | +1,678+85.0% | 加碼 |
| Cypress Capital Group | 3,660 | $298.7 萬 | 0.34% | +132+3.7% | 加碼 |
| Trustmark National Bank Trust Department | 3,702 | $302.1 萬 | 0.23% | −1,262−25.4% | 減碼 |
| V-Square Quantitative Management LLC | 3,715 | $303.2 萬 | 0.45% | +352+10.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,722 | $303.7 萬 | 0.41% | +198+5.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,753 | $306.3 萬 | 0.03% | +245+7.0% | 加碼 |
| Probity Advisors, Inc. | 3,769 | $307.5 萬 | 0.59% | −74−1.9% | 減碼 |
| Ronald Blue Trust, Inc. | 2,898 | $308.6 萬 | 0.04% | +1,416+95.5% | 加碼 |
| AXA S.A. | 38,413 | $313.5 萬 | 0.01% | −3,817−9.0% | 減碼 |
| Advisors Asset Management, Inc. | 3,859 | $314.9 萬 | 0.06% | +144+3.9% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,860 | $315.0 萬 | 0.22% | −357−8.5% | 減碼 |
| Weiss Asset Management LP | 3,887 | $317.2 萬 | 0.08% | +3,887 | 新進 |
| Perigon Wealth Management, LLC | 3,897 | $318.1 萬 | 0.09% | −357−8.4% | 減碼 |
| Trust Co of Vermont | 3,917 | $319.7 萬 | 0.16% | +195+5.2% | 加碼 |
| Adviser Investments LLC | 3,931 | $320.8 萬 | 0.04% | +3,931 | 新進 |
| Avantax Advisory Services, Inc. | 3,938 | $321.4 萬 | 0.02% | −837−17.5% | 減碼 |
| Dana Investment Advisors, Inc. | 3,943 | $321.8 萬 | 0.11% | 00.0% | 不變 |
| GAM Holding AG | 4,000 | $326.4 萬 | 0.26% | +196+5.2% | 加碼 |
| Mill Capital Management, LLC | 4,000 | $326.4 萬 | 0.26% | 00.0% | 不變 |
| Veriti Management LLC | 4,071 | $332.2 萬 | 0.18% | +4+0.1% | 加碼 |
| Everence Capital Management Inc | 4,073 | $332.4 萬 | 0.21% | 00.0% | 不變 |
| D. Scott Neal, Inc. | 4,064 | $332.6 萬 | 1.76% | −298−6.8% | 減碼 |
| Umpqua Bank | 4,085 | $333.4 萬 | 1.22% | −95−2.3% | 減碼 |
| Quantitative Investment Management, LLC | 4,087 | $333.5 萬 | 0.33% | +4,087 | 新進 |
| Steel Peak Wealth Management LLC | 4,103 | $335.6 萬 | 0.15% | −7,168−63.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,132 | $337.2 萬 | 0.08% | −29−0.7% | 減碼 |
| ClariVest Asset Management LLC | 3,201 | $340.9 萬 | 0.35% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 4,187 | $341.7 萬 | 1.37% | +10.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 4,198 | $342.6 萬 | 0.37% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 4,242 | $346.2 萬 | 0.57% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 4,246 | $346.5 萬 | 2.12% | −250−5.6% | 減碼 |
| Brookstone Capital Management | 4,271 | $348.5 萬 | 0.05% | +2,670+166.8% | 加碼 |
| Capital Group Private Client Services, Inc. | 4,302 | $351.1 萬 | 0.03% | −126−2.8% | 減碼 |
| Strategic Financial Services, Inc, | 4,313 | $352.0 萬 | 0.21% | −96−2.2% | 減碼 |
| Joseph Group Capital Management | 4,315 | $352.1 萬 | 1.35% | +1,051+32.2% | 加碼 |
| Moran Wealth Management, LLC | 4,325 | $353.0 萬 | 0.11% | −8,891−67.3% | 減碼 |
| Monetary Management Group Inc | 4,346 | $354.7 萬 | 0.91% | +50+1.2% | 加碼 |
| GTS Securities LLC | 4,365 | $356.2 萬 | 0.07% | −3,949−47.5% | 減碼 |
| Stiles Financial Services Inc | 4,358 | $356.4 萬 | 1.26% | +461+11.8% | 加碼 |
| Progressive Investment Management Corp | 4,374 | $357.0 萬 | 0.92% | −8−0.2% | 減碼 |
| Hohimer Wealth Management, LLC | 4,418 | $360.5 萬 | 0.78% | +64+1.5% | 加碼 |
| Pacifica Partners Inc. | 4,423 | $360.9 萬 | 1.49% | −62−1.4% | 減碼 |
| Rockline Wealth Management, LLC | 4,469 | $364.7 萬 | 1.03% | +318+7.7% | 加碼 |
| Capstone Investment Advisors, LLC | 4,540 | $370.5 萬 | 0.07% | +3,635+401.7% | 加碼 |
| Bryn Mawr Trust Co | 4,547 | $371.1 萬 | 0.07% | +3,607+383.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,580 | $373.7 萬 | 0.01% | +159+3.6% | 加碼 |
| Empirical Finance, LLC | 4,627 | $377.6 萬 | 0.22% | +83+1.8% | 加碼 |
| Intrust Bank NA | 4,668 | $380.9 萬 | 0.38% | +6+0.1% | 加碼 |
| Tiaa Trust, National Association | 4,677 | $381.7 萬 | 0.01% | −16−0.3% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 4,695 | $383.1 萬 | 0.40% | +3,259+226.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 4,701 | $383.6 萬 | 0.17% | −213−4.3% | 減碼 |
| Siemens Fonds Invest GmbH | 6,424 | $386.5 萬 | 0.31% | −174−2.6% | 減碼 |
| New Potomac Partners, LLC | 4,766 | $388.9 萬 | 2.00% | −75−1.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,795 | $391.3 萬 | 0.04% | −137−2.8% | 減碼 |
| CWM, LLC | 4,857 | $396.4 萬 | 0.02% | +332+7.3% | 加碼 |
| Kinneret Advisory, LLC | 4,855 | $397.3 萬 | 0.36% | −64−1.3% | 減碼 |
| CCM Investment Advisers LLC | 4,876 | $397.9 萬 | 0.44% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 4,902 | $400.0 萬 | 0.11% | −422−7.9% | 減碼 |
| Eagle Asset Management Inc | 52,036 | $406.9 萬 | 0.02% | +47,740+1,111.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 4,998 | $407.9 萬 | 0.68% | −215−4.1% | 減碼 |
| Crown Advisors Management, Inc. | 5,000 | $408.0 萬 | 2.63% | 00.0% | 不變 |
| Royal Fund Management, LLC | 4,969 | $408.3 萬 | 0.29% | −1,308−20.8% | 減碼 |
| Midwest Professional Planners, LTD. | 5,062 | $413.1 萬 | 1.26% | +284+5.9% | 加碼 |
| Larson Financial Group LLC | 5,063 | $413.1 萬 | 0.23% | +5,039+20,995.8% | 加碼 |
| Kempen Capital Management N.V. | 5,078 | $414.4 萬 | 0.04% | −1,859−26.8% | 減碼 |
| Valley National Advisers Inc | 5,084 | $414.7 萬 | 0.75% | −4,896−49.1% | 減碼 |
| Lecap Asset Management Ltd | 5,102 | $416.4 萬 | 0.90% | +2,522+97.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,139 | $419.4 萬 | 0.06% | −36−0.7% | 減碼 |
| Nikulski Financial, Inc. | 5,148 | $420.1 萬 | 1.26% | +404+8.5% | 加碼 |
| Charter Trust Co | 5,153 | $420.5 萬 | 0.27% | −106−2.0% | 減碼 |