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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 14,522 | $117.1 萬 | 0.07% | +13,060+893.3% | 加碼 |
| Smithfield Trust Co | 1,436 | $117.1 萬 | 0.06% | +3+0.2% | 加碼 |
| Wealth Alliance | 1,438 | $117.4 萬 | 0.14% | −340−19.1% | 減碼 |
| Smartleaf Asset Management LLC | 1,430 | $118.3 萬 | 0.14% | +300+26.5% | 加碼 |
| Versor Investments LP | 1,454 | $118.7 萬 | 0.19% | −607−29.5% | 減碼 |
| Delphi Management Inc | 1,464 | $119.5 萬 | 1.09% | −227−13.4% | 減碼 |
| Little House Capital LLC | 1,469 | $119.9 萬 | 0.34% | +109+8.0% | 加碼 |
| Prudent Man Advisors, LLC | 1,483 | $121.0 萬 | 0.40% | −240−13.9% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,484 | $121.5 萬 | 0.08% | −61−3.9% | 減碼 |
| Legacy Capital Group California, Inc. | 1,496 | $122.1 萬 | 0.41% | −34−2.2% | 減碼 |
| Cohen Klingenstein LLC | 1,500 | $122.4 萬 | 0.04% | 00.0% | 不變 |
| Advent Capital Management | 1,500 | $122.4 萬 | 0.03% | +1,500 | 新進 |
| Signal Advisors Wealth, LLC | 1,512 | $123.4 萬 | 0.18% | +1,512 | 新進 |
| Equitable Trust Co | 1,517 | $123.8 萬 | 0.08% | +888+141.2% | 加碼 |
| Daymark Wealth Partners, LLC | 1,529 | $124.8 萬 | 0.05% | −4−0.3% | 減碼 |
| Perpetual Ltd | 1,530 | $124.9 萬 | 0.01% | −192−11.1% | 減碼 |
| First American Trust, FSB | 1,535 | $125.3 萬 | 0.12% | +1,307+573.2% | 加碼 |
| Quest Partners LLC | 1,544 | $126.0 萬 | 0.11% | −605−28.2% | 減碼 |
| NorthRock Partners, LLC | 1,541 | $126.1 萬 | 0.04% | +182+13.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,547 | $126.2 萬 | 0.32% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 1,557 | $127.1 萬 | 0.05% | −205−11.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,594 | $127.1 萬 | 0.02% | +401+33.6% | 加碼 |
| Trust Asset Management LLC | 1,558 | $127.1 萬 | 0.10% | 00.0% | 不變 |
| Bedell Frazier Investment Counseling, LLC | 1,559 | $127.2 萬 | 0.30% | +143+10.1% | 加碼 |
| Goodman Advisory Group, LLC | 1,567 | $127.9 萬 | 0.37% | +14+0.9% | 加碼 |
| Sunbelt Securities, Inc. | 1,567 | $127.9 萬 | 0.13% | +34+2.2% | 加碼 |
| Syon Capital LLC | 1,576 | $128.6 萬 | 0.11% | −12−0.8% | 減碼 |
| Parallel Advisors, LLC | 1,581 | $129.0 萬 | 0.03% | +156+10.9% | 加碼 |
| Clearstead Advisors, LLC | 1,586 | $129.4 萬 | 0.02% | −56−3.4% | 減碼 |
| Salomon & Ludwin, LLC | 1,587 | $129.5 萬 | 0.13% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 1,588 | $129.6 萬 | 0.17% | +425+36.5% | 加碼 |
| Lake Street Advisors Group, LLC | 1,587 | $129.9 萬 | 0.06% | −6−0.4% | 減碼 |
| BNP Paribas | 1,594 | $130.1 萬 | 0.05% | −911−36.4% | 減碼 |
| Pensionfund Sabic | 1,600 | $130.6 萬 | 0.41% | +1,600 | 新進 |
| Wealthspire Advisors, LLC | 1,604 | $130.9 萬 | 0.01% | +454+39.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,614 | $131.7 萬 | 0.09% | −1,298−44.6% | 減碼 |
| Dakota Wealth Management | 1,624 | $132.5 萬 | 0.03% | +536+49.3% | 加碼 |
| FCG Investment Co | 1,629 | $132.9 萬 | 0.87% | +687+72.9% | 加碼 |
| Fort Washington Investment Advisors Inc | 1,636 | $133.5 萬 | 0.01% | −755−31.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 1,647 | $134.8 萬 | 0.15% | +861+109.5% | 加碼 |
| Glen Eagle Advisors, LLC | 1,666 | $135.9 萬 | 0.23% | −100−5.7% | 減碼 |
| NVWM, LLC | 1,683 | $137.4 萬 | 0.35% | −13−0.8% | 減碼 |
| Spire Wealth Management | 1,684 | $137.4 萬 | 0.05% | +299+21.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 1,687 | $137.7 萬 | 0.03% | −456−21.3% | 減碼 |
| MWA Asset Management | 1,706 | $139.3 萬 | 0.93% | −17−1.0% | 減碼 |
| Noesis Capital Mangement Corp | 1,712 | $139.7 萬 | 0.28% | −75−4.2% | 減碼 |
| CIBC World Markets Inc. | 17,133 | $139.8 萬 | 0.00% | −2,842−14.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,725 | $140.8 萬 | 0.05% | +40+2.4% | 加碼 |
| Middleton & Co Inc | 1,743 | $142.2 萬 | 0.16% | −15−0.9% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $142.2 萬 | 0.24% | 00.0% | 不變 |
| Advisory Research Inc | 1,749 | $142.7 萬 | 0.25% | −75−4.1% | 減碼 |
| Montag A & Associates Inc | 1,751 | $143.3 萬 | 0.07% | +138+8.6% | 加碼 |
| Community Bank, N.A. | 1,765 | $144.0 萬 | 0.18% | +196+12.5% | 加碼 |
| Tealwood Asset Management Inc | 1,773 | $144.7 萬 | 0.63% | +26+1.5% | 加碼 |
| Cornercap Investment Counsel Inc | 1,777 | $145.0 萬 | 0.43% | +1,153+184.8% | 加碼 |
| Apriem Advisors | 1,781 | $145.3 萬 | 0.17% | +186+11.7% | 加碼 |
| Sigma Planning Corp | 1,781 | $145.4 萬 | 0.04% | +47+2.7% | 加碼 |
| Alta Wealth Advisors LLC | 1,789 | $146.0 萬 | 0.67% | −5−0.3% | 減碼 |
| Mather Group, LLC. | 1,805 | $147.3 萬 | 0.02% | −173−8.7% | 減碼 |
| Bank of Stockton | 1,815 | $148.1 萬 | 0.45% | −112−5.8% | 減碼 |
| Dantai Capital Ltd | 1,815 | $148.1 萬 | 1.88% | +560+44.6% | 加碼 |
| Peapack Gladstone Financial Corp | 1,822 | $148.7 萬 | 0.02% | −263−12.6% | 減碼 |
| Impax Asset Management Group plc | 1,825 | $148.9 萬 | 0.01% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 1,825 | $149.0 萬 | 0.12% | +77+4.4% | 加碼 |
| Lifeworks Advisors, LLC | 1,838 | $150.0 萬 | 0.29% | +350+23.5% | 加碼 |
| Oppenheimer & Co Inc | 1,840 | $150.2 萬 | 0.02% | −405−18.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,843 | $150.4 萬 | 0.02% | −6,256−77.2% | 減碼 |
| Capital Investment Counsel, Inc | 1,845 | $150.6 萬 | 0.22% | 00.0% | 不變 |
| New England Research & Management, Inc. | 1,850 | $151.0 萬 | 0.71% | +1,350+270.0% | 加碼 |
| Fulton Bank, N.A. | 1,857 | $151.5 萬 | 0.06% | +503+37.1% | 加碼 |
| Triangle Securities Wealth Management | 1,862 | $152.0 萬 | 0.39% | −89−4.6% | 減碼 |
| Strengthening Families & Communities, LLC | 1,871 | $152.7 萬 | 0.39% | +159+9.3% | 加碼 |
| First Foundation Advisors | 1,892 | $154.4 萬 | 0.06% | −142−7.0% | 減碼 |
| Global Retirement Partners, LLC | 1,897 | $154.8 萬 | 0.05% | −326−14.7% | 減碼 |
| LSV Asset Management | 1,900 | $155.1 萬 | 0.00% | 00.0% | 不變 |
| Wright Investors Service Inc | 1,906 | $155.5 萬 | 0.41% | +514+36.9% | 加碼 |
| Independent Financial Group, LLC | 1,917 | $156.5 萬 | 0.06% | +730+61.5% | 加碼 |
| Leelyn Smith, LLC | 1,934 | $157.9 萬 | 0.28% | −11−0.6% | 減碼 |
| STF Management LP | 1,936 | $158.0 萬 | 0.72% | −163−7.8% | 減碼 |
| Tradition Wealth Management, LLC | 1,948 | $159.0 萬 | 0.14% | +1+0.1% | 加碼 |
| Caxton Associates LP | 1,949 | $159.1 萬 | 0.07% | +1,949 | 新進 |
| White Knight Strategic Wealth Advisors, LLC | 1,950 | $159.1 萬 | 1.44% | +307+18.7% | 加碼 |
| GAMMA Investing LLC | 1,952 | $159.3 萬 | 0.16% | +112+6.1% | 加碼 |
| Leavell Investment Management, Inc. | 1,950 | $159.5 萬 | 0.08% | +250+14.7% | 加碼 |
| Jones Financial Companies LLLP | 1,950 | $161.3 萬 | 0.00% | +1,087+126.0% | 加碼 |
| Tocqueville Asset Management L.P. | 2,008 | $163.9 萬 | 0.03% | +71+3.7% | 加碼 |
| Circle Wealth Management, LLC | 2,012 | $164.2 萬 | 0.04% | +760+60.7% | 加碼 |
| Greater Midwest Financial Group, LLC | 2,015 | $164.4 萬 | 0.96% | +2,015 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 2,023 | $165.1 萬 | 0.22% | +101+5.3% | 加碼 |
| Regions Financial Corp | 2,024 | $165.2 萬 | 0.01% | −769−27.5% | 減碼 |
| Cloverfields Capital Group, LP | 2,026 | $165.3 萬 | 0.53% | −1,672−45.2% | 減碼 |
| Farmers & Merchants Investments Inc | 2,028 | $165.5 萬 | 0.05% | −246−10.8% | 減碼 |
| Weatherly Asset Management L. P. | 2,033 | $166.4 萬 | 0.15% | +4+0.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 2,039 | $166.4 萬 | 0.08% | −149−6.8% | 減碼 |
| Segment Wealth Management, LLC | 2,047 | $167.1 萬 | 0.11% | −4−0.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 2,054 | $167.6 萬 | 0.04% | +36+1.8% | 加碼 |
| LCNB Corp | 2,059 | $168.0 萬 | 0.60% | −140−6.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,064 | $168.4 萬 | 0.05% | −261−11.2% | 減碼 |
| Cary Street Partners Asset Management LLC | 2,070 | $169.0 萬 | 0.22% | −32−1.5% | 減碼 |
| Quadrant Capital Group LLC | 2,073 | $169.2 萬 | 0.12% | +5+0.2% | 加碼 |