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 |
|---|---|---|---|---|---|
| Laraway Financial Inc | 920 | $75.1 萬 | 0.60% | −10−1.1% | 減碼 |
| Busey Wealth Management | 926 | $75.6 萬 | 0.02% | +57+6.6% | 加碼 |
| Optimum Investment Advisors | 928 | $75.7 萬 | 0.33% | −10−1.1% | 減碼 |
| Systematic Financial Management LP | 930 | $75.9 萬 | 0.02% | 00.0% | 不變 |
| Montecito Bank & Trust | 931 | $76.0 萬 | 0.13% | +486+109.2% | 加碼 |
| Brown Brothers Harriman & Co | 934 | $76.2 萬 | 0.01% | +23+2.5% | 加碼 |
| Burr Financial Services, LLC | 935 | $76.3 萬 | 0.54% | +30+3.3% | 加碼 |
| Westfuller Advisors, LLC | 934 | $76.4 萬 | 0.55% | +934 | 新進 |
| Transcend Wealth Collective, LLC | 938 | $76.6 萬 | 0.05% | +19+2.1% | 加碼 |
| Sunpointe, LLC | 940 | $77.0 萬 | 0.63% | +9+1.0% | 加碼 |
| Blueshift Asset Management, LLC | 944 | $77.0 萬 | 0.19% | +944 | 新進 |
| Financial Advocates Investment Management | 945 | $77.2 萬 | 0.04% | +1+0.1% | 加碼 |
| Meridian Wealth Management, LLC | 953 | $77.8 萬 | 0.04% | +953 | 新進 |
| Old National Bancorp | 956 | $78.0 萬 | 0.02% | −159−14.3% | 減碼 |
| Lindbrook Capital, LLC | 959 | $78.3 萬 | 0.07% | +29+3.1% | 加碼 |
| KG&L Capital Management,LLC | 964 | $78.7 萬 | 0.25% | +670+227.9% | 加碼 |
| Seeds Investor LLC | 977 | $79.7 萬 | 0.30% | −532−35.3% | 減碼 |
| Whalen Wealth Management Inc. | 978 | $79.8 萬 | 0.56% | +978 | 新進 |
| AlTi Global, Inc. | 979 | $80.1 萬 | 0.02% | +715+270.8% | 加碼 |
| Nicolet Bankshares Inc | 985 | $80.4 萬 | 0.19% | −15−1.5% | 減碼 |
| Chicago Partners Investment Group LLC | 11,082 | $80.7 萬 | 0.03% | +10,023+946.5% | 加碼 |
| Virtus ETF Advisers LLC | 990 | $80.8 萬 | 0.38% | +36+3.8% | 加碼 |
| Cim Investment Mangement Inc | 999 | $81.5 萬 | 0.24% | −36−3.5% | 減碼 |
| CNB Bank | 1,006 | $82.1 萬 | 0.38% | +4+0.4% | 加碼 |
| Values First Advisors, Inc. | 1,009 | $82.4 萬 | 0.45% | −127−11.2% | 減碼 |
| Private Trust Co NA | 1,011 | $82.5 萬 | 0.08% | −26−2.5% | 減碼 |
| Cito Capital Group, LLC | 1,010 | $82.7 萬 | 0.31% | +500+98.0% | 加碼 |
| BSW Wealth Partners | 1,015 | $82.9 萬 | 0.12% | +43+4.4% | 加碼 |
| Skopos Labs, Inc. | 1,018 | $83.1 萬 | 0.27% | +63+6.6% | 加碼 |
| Group One Trading, L.P. | 1,022 | $83.4 萬 | 0.03% | +1,022 | 新進 |
| Brown Financial Advisors | 1,027 | $83.8 萬 | 0.35% | −371−26.5% | 減碼 |
| KPP Advisory Services LLC | 1,031 | $84.1 萬 | 0.20% | +30+3.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,040 | $84.9 萬 | 0.25% | −15−1.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 1,043 | $85.1 萬 | 0.07% | 00.0% | 不變 |
| Himension Fund | 1,043 | $85.1 萬 | 0.07% | +1,043 | 新進 |
| WD Rutherford LLC | 1,047 | $85.4 萬 | 0.42% | +229+28.0% | 加碼 |
| Spirepoint Private Client, LLC | 1,054 | $86.0 萬 | 0.11% | −7−0.7% | 減碼 |
| Verdence Capital Advisors LLC | 1,066 | $87.0 萬 | 0.07% | +76+7.7% | 加碼 |
| Concord Asset Management, LLC | 1,068 | $87.2 萬 | 0.20% | +116+12.2% | 加碼 |
| Family Firm, Inc. | 1,071 | $87.4 萬 | 0.19% | +2+0.2% | 加碼 |
| SG Americas Securities, LLC | 1,077 | $87.9 萬 | 0.00% | −14,254−93.0% | 減碼 |
| Axxcess Wealth Management, LLC | 1,080 | $88.1 萬 | 0.02% | +295+37.6% | 加碼 |
| Wedbush Securities Inc | 1,085 | $88.5 萬 | 0.03% | +147+15.7% | 加碼 |
| GoalVest Advisory LLC | 1,085 | $88.5 萬 | 0.25% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 6,214 | $90.2 萬 | 0.01% | +4,369+236.8% | 加碼 |
| Parisi Gray Wealth Management | 1,109 | $90.5 萬 | 0.30% | +119+12.0% | 加碼 |
| Twinbeech Capital LP | 1,111 | $90.7 萬 | 0.02% | +1,111 | 新進 |
| Texas Capital Bancshares Inc | 1,113 | $90.8 萬 | 0.37% | 00.0% | 不變 |
| Gries Financial LLC | 1,118 | $91.2 萬 | 0.17% | +418+59.7% | 加碼 |
| Western Financial Corp | 1,139 | $93.0 萬 | 0.53% | −95−7.7% | 減碼 |
| Schechter Investment Advisors, LLC | 1,143 | $93.3 萬 | 0.07% | −279−19.6% | 減碼 |
| Jacobi Capital Management LLC | 1,145 | $93.4 萬 | 0.07% | +134+13.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,148 | $93.7 萬 | 0.05% | +183+19.0% | 加碼 |
| Alpha Family Trust | 1,150 | $93.8 萬 | 0.52% | 00.0% | 不變 |
| Abundance Wealth Counselors | 1,154 | $94.2 萬 | 0.20% | +1,154 | 新進 |
| Snowden Capital Advisors LLC | 1,160 | $94.9 萬 | 0.03% | +437+60.4% | 加碼 |
| Summit Trail Advisors, LLC | 1,161 | $95.0 萬 | 0.02% | +60+5.4% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 1,165 | $95.1 萬 | 0.25% | +324+38.5% | 加碼 |
| Diversify Wealth Management, LLC | 13,194 | $96.1 萬 | 0.09% | +13,194 | 新進 |
| Resources Investment Advisors, LLC. | 1,189 | $97.0 萬 | 0.01% | −133−10.1% | 減碼 |
| PFG Investments, LLC | 1,190 | $97.2 萬 | 0.06% | +775+186.7% | 加碼 |
| American State Bank (Iowa) | 1,200 | $97.9 萬 | 0.59% | 00.0% | 不變 |
| nVerses Capital, LLC | 1,200 | $97.9 萬 | 0.45% | +500+71.4% | 加碼 |
| Joel Isaacson & Co., LLC | 1,203 | $98.2 萬 | 0.05% | −5−0.4% | 減碼 |
| Choate Investment Advisors | 1,222 | $99.7 萬 | 0.03% | +7+0.6% | 加碼 |
| Axiom Advisory, LLC | 1,152 | $100.2 萬 | 0.01% | +168+17.1% | 加碼 |
| Davis Selected Advisers | 1,228 | $100.2 萬 | 0.01% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 1,228 | $100.2 萬 | 0.24% | +28+2.3% | 加碼 |
| KCM Investment Advisors LLC | 1,234 | $100.7 萬 | 0.03% | −40−3.1% | 減碼 |
| Farther Finance Advisors, LLC | 1,236 | $100.9 萬 | 0.04% | −19−1.5% | 減碼 |
| Brighton Jones LLC | 1,253 | $102.3 萬 | 0.04% | −23−1.8% | 減碼 |
| Core Alternative Capital | 1,260 | $102.8 萬 | 0.20% | +5+0.4% | 加碼 |
| Tyler-Stone Wealth Management | 1,262 | $103.0 萬 | 0.19% | +631+100.0% | 加碼 |
| Fidelis Capital Partners, LLC | 14,137 | $103.0 萬 | 0.12% | +11,731+487.6% | 加碼 |
| Phraction Management LLC | 1,288 | $105.1 萬 | 0.37% | 00.0% | 不變 |
| Concord Wealth Partners | 1,295 | $105.7 萬 | 0.18% | +72+5.9% | 加碼 |
| EHP Funds Inc. | 1,300 | $106.1 萬 | 0.74% | +1,100+550.0% | 加碼 |
| AtlasMark Financial, Inc | 1,300 | $106.1 萬 | 0.99% | +1,300 | 新進 |
| Centennial Bank | 1,302 | $106.3 萬 | 0.49% | −47−3.5% | 減碼 |
| Herold Advisors, Inc. | 1,303 | $106.3 萬 | 0.23% | +42+3.3% | 加碼 |
| Oakworth Capital, Inc. | 1,307 | $106.7 萬 | 0.07% | +1+0.1% | 加碼 |
| Marietta Investment Partners LLC | 1,308 | $106.7 萬 | 0.23% | −30−2.2% | 減碼 |
| Zacks Investment Management | 1,336 | $109.1 萬 | 0.01% | +803+150.7% | 加碼 |
| Cigna Investments Inc | 1,349 | $110.1 萬 | 0.20% | −9−0.7% | 減碼 |
| Hilltop Holdings Inc. | 1,350 | $110.1 萬 | 0.07% | +536+65.8% | 加碼 |
| Merit Financial Group, LLC | 1,354 | $110.5 萬 | 0.02% | −921−40.5% | 減碼 |
| Redwood Investment Management, LLC | 1,341 | $110.9 萬 | 0.10% | −189−12.4% | 減碼 |
| XTX Topco Ltd | 1,388 | $113.3 萬 | 0.08% | +733+111.9% | 加碼 |
| RAM Investment Partners, LLC | 1,393 | $113.7 萬 | 0.30% | −1−0.1% | 減碼 |
| WSFS Capital Management, LLC | 1,394 | $113.8 萬 | 0.06% | −65−4.5% | 減碼 |
| Polianta Ltd | 1,400 | $114.2 萬 | 0.54% | +1,400 | 新進 |
| Albert D Mason Inc | 1,401 | $114.3 萬 | 0.73% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 1,408 | $114.9 萬 | 0.10% | 00.0% | 不變 |
| Lake Street Financial LLC | 1,414 | $115.4 萬 | 0.18% | −210−12.9% | 減碼 |
| Clear Creek Financial Management, LLC | 1,422 | $116.1 萬 | 0.13% | −73−4.9% | 減碼 |
| Roberts Capital Advisors, LLC | 1,423 | $116.1 萬 | 0.99% | 00.0% | 不變 |
| McDaniel Terry & Co | 1,424 | $116.2 萬 | 0.10% | −195−12.0% | 減碼 |
| MBM Wealth Consultants, LLC | 1,426 | $116.3 萬 | 0.37% | +120+9.2% | 加碼 |
| KRS Capital Management, LLC | 1,433 | $117.0 萬 | 0.85% | +10+0.7% | 加碼 |
| Venturi Wealth Management, LLC | 1,434 | $117.0 萬 | 0.06% | −110−7.1% | 減碼 |