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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 2,074 | $169.3 萬 | 0.23% | +49+2.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,076 | $169.4 萬 | 0.13% | −27−1.3% | 減碼 |
| Commonwealth Retirement Investments LLC | 2,079 | $169.6 萬 | 0.71% | +45+2.2% | 加碼 |
| Kuhn & Co Investment Counsel | 2,084 | $170.1 萬 | 1.45% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 2,087 | $170.3 萬 | 0.38% | +2,087 | 新進 |
| Kestra Private Wealth Services, LLC | 2,101 | $172.6 萬 | 0.03% | +125+6.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 2,119 | $172.9 萬 | 0.40% | +559+35.8% | 加碼 |
| Allworth Financial LP | 2,126 | $173.5 萬 | 0.01% | +231+12.2% | 加碼 |
| Palouse Capital Management, Inc. | 2,146 | $175.1 萬 | 1.11% | −85−3.8% | 減碼 |
| Cinctive Capital Management LP | 2,159 | $176.2 萬 | 0.10% | +2,159 | 新進 |
| Whittier Trust Co of Nevada Inc | 2,161 | $176.4 萬 | 0.05% | −271−11.1% | 減碼 |
| Aigen Investment Management, LP | 2,161 | $176.4 萬 | 0.35% | +1,156+115.0% | 加碼 |
| Keudell/Morrison Wealth Management | 2,165 | $176.7 萬 | 0.48% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 2,165 | $176.7 萬 | 0.39% | +5+0.2% | 加碼 |
| Accent Capital Management, LLC | 2,167 | $177.3 萬 | 1.02% | −405−15.7% | 減碼 |
| Icon Wealth Advisors, LLC | 2,217 | $180.9 萬 | 0.15% | +220+11.0% | 加碼 |
| Eads & Heald Wealth Management | 2,220 | $181.2 萬 | 0.86% | −81−3.5% | 減碼 |
| Paragon Advisors, LLC | 2,222 | $181.3 萬 | 0.59% | +39+1.8% | 加碼 |
| Lindenwold Advisors | 2,228 | $181.8 萬 | 0.92% | +3+0.1% | 加碼 |
| Johnson Investment Counsel Inc | 2,237 | $182.5 萬 | 0.02% | −193−7.9% | 減碼 |
| Alternative Investment Advisors, LLC. | 2,260 | $184.4 萬 | 0.97% | −91−3.9% | 減碼 |
| Arvest Investments, Inc. | 2,268 | $185.1 萬 | 0.28% | −675−22.9% | 減碼 |
| MBB Public Markets I LLC | 2,270 | $185.3 萬 | 0.16% | −6,922−75.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 2,278 | $185.9 萬 | 0.25% | +88+4.0% | 加碼 |
| Morse Asset Management, Inc | 2,282 | $186.2 萬 | 0.40% | −122−5.1% | 減碼 |
| Qtron Investments LLC | 2,288 | $186.7 萬 | 0.26% | +483+26.8% | 加碼 |
| Harfst & Associates, Inc. | 2,289 | $186.8 萬 | 0.42% | +639+38.7% | 加碼 |
| Gradient Capital Advisors, LLC | 2,291 | $186.9 萬 | 0.62% | −140−5.8% | 減碼 |
| Savant Capital, LLC | 2,294 | $187.2 萬 | 0.02% | −1,093−32.3% | 減碼 |
| Davenport & Co LLC | 2,347 | $191.5 萬 | 0.01% | +224+10.6% | 加碼 |
| Mainstay Capital Management LLC | 2,378 | $194.1 萬 | 0.32% | +800+50.7% | 加碼 |
| Principal Securities, Inc. | 2,378 | $194.1 萬 | 0.05% | +317+15.4% | 加碼 |
| Calamos Wealth Management LLC | 2,381 | $194.3 萬 | 0.10% | −256−9.7% | 減碼 |
| Capital Investment Advisors, LLC | 2,390 | $195.1 萬 | 0.04% | +520+27.8% | 加碼 |
| Independent Advisor Alliance | 2,391 | $195.1 萬 | 0.07% | −244−9.3% | 減碼 |
| AustralianSuper Pty Ltd | 2,446 | $199.6 萬 | 0.01% | −2,991−55.0% | 減碼 |
| Bay Rivers Group | 2,449 | $199.9 萬 | 0.99% | +148+6.4% | 加碼 |
| 180 Wealth Advisors, LLC | 2,475 | $202.0 萬 | 0.32% | +3+0.1% | 加碼 |
| Glass Wealth Management Co LLC | 2,485 | $202.8 萬 | 1.12% | +210+9.2% | 加碼 |
| Stokes Family Office, LLC | 2,494 | $203.5 萬 | 0.22% | 00.0% | 不變 |
| Needham Investment Management LLC | 2,500 | $204.0 萬 | 0.16% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 2,507 | $204.6 萬 | 0.21% | +1,195+91.1% | 加碼 |
| Moors & Cabot, Inc. | 2,511 | $204.9 萬 | 0.10% | +19+0.8% | 加碼 |
| Bleakley Financial Group, LLC | 2,550 | $208.1 萬 | 0.06% | −409−13.8% | 減碼 |
| Trust Co of Oklahoma | 2,567 | $209.5 萬 | 0.68% | 00.0% | 不變 |
| Central Trust Co | 2,583 | $210.8 萬 | 0.05% | −624−19.5% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 2,584 | $210.9 萬 | 0.68% | +10.0% | 加碼 |
| Green Alpha Advisors, LLC | 2,592 | $211.5 萬 | 1.66% | −67−2.5% | 減碼 |
| TD Private Client Wealth LLC | 2,627 | $214.4 萬 | 0.06% | −1,946−42.6% | 減碼 |
| BancorpSouth Bank | 2,639 | $215.4 萬 | 0.15% | −115−4.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 2,646 | $216.0 萬 | 0.49% | 00.0% | 不變 |
| PFG Advisors | 2,650 | $216.3 萬 | 0.14% | −316−10.7% | 減碼 |
| Gsa Capital Partners LLP | 2,659 | $217.0 萬 | 0.16% | +2,194+471.8% | 加碼 |
| Alpine Woods Capital Investors, LLC | 28,490 | $217.0 萬 | 0.38% | +24,405+597.4% | 加碼 |
| Bray Capital Advisors | 2,668 | $217.7 萬 | 0.53% | +408+18.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,690 | $219.6 萬 | 0.08% | −6−0.2% | 減碼 |
| Resources Management Corp | 2,691 | $219.6 萬 | 0.30% | +3+0.1% | 加碼 |
| CX Institutional | 2,712 | $221.3 萬 | 0.10% | −128−4.5% | 減碼 |
| IHT Wealth Management, LLC | 2,729 | $221.6 萬 | 0.06% | +147+5.7% | 加碼 |
| Platinum Investment Management Ltd | 2,725 | $222.4 萬 | 0.10% | +20+0.7% | 加碼 |
| Twin Capital Management Inc | 2,746 | $224.1 萬 | 0.25% | −635−18.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,749 | $224.3 萬 | 0.09% | −60−2.1% | 減碼 |
| Ritholtz Wealth Management | 2,771 | $226.1 萬 | 0.07% | −636−18.7% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 2,783 | $227.1 萬 | 0.67% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,806 | $229.0 萬 | 0.14% | +1,256+81.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 2,811 | $229.4 萬 | 0.84% | −180−6.0% | 減碼 |
| Quantbot Technologies LP | 2,814 | $229.6 萬 | 0.09% | −7,228−72.0% | 減碼 |
| Milestone Asset Management, LLC | 2,820 | $230.2 萬 | 0.52% | +834+42.0% | 加碼 |
| Alpha Cubed Investments, LLC | 2,842 | $231.9 萬 | 0.10% | +2,367+498.3% | 加碼 |
| Diversify Advisory Services, LLC | 31,816 | $232.3 萬 | 0.12% | +31,816 | 新進 |
| First Business Financial Services, Inc. | 2,856 | $233.1 萬 | 0.23% | +84+3.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,871 | $234.3 萬 | 0.22% | +48+1.7% | 加碼 |
| Meeder Asset Management Inc | 2,875 | $234.6 萬 | 0.16% | +2,810+4,323.1% | 加碼 |
| Mattson Financial Services, LLC | 2,205 | $234.8 萬 | 0.84% | −16−0.7% | 減碼 |
| Kingfisher Capital LLC | 2,890 | $235.8 萬 | 0.54% | −202−6.5% | 減碼 |
| CWA Asset Management Group, LLC | 2,897 | $236.4 萬 | 0.13% | +2,897 | 新進 |
| Exchange Capital Management, Inc. | 2,913 | $237.7 萬 | 0.38% | −155−5.1% | 減碼 |
| Wetherby Asset Management Inc | 2,928 | $238.9 萬 | 0.11% | −32−1.1% | 減碼 |
| Ostrum Asset Management | 2,940 | $239.9 萬 | 0.20% | +29+1.0% | 加碼 |
| Marshall Financial Group LLC | 2,945 | $240.4 萬 | 0.57% | −13−0.4% | 減碼 |
| Scotia Capital Inc. | 2,967 | $242.1 萬 | 0.01% | −444−13.0% | 減碼 |
| Oak Associates, Ltd | 2,970 | $242.4 萬 | 0.16% | 00.0% | 不變 |
| Capital Advisors Inc | 2,974 | $242.7 萬 | 0.05% | −3−0.1% | 減碼 |
| Meeder Advisory Services, Inc. | 2,983 | $243.4 萬 | 0.16% | −39−1.3% | 減碼 |
| Arjuna Capital | 3,009 | $245.6 萬 | 0.64% | −33−1.1% | 減碼 |
| Regal Investment Advisors LLC | 3,034 | $247.6 萬 | 0.17% | −253−7.7% | 減碼 |
| Martin Capital Advisors, LLP | 3,042 | $248.3 萬 | 1.77% | −19−0.6% | 減碼 |
| Kerrisdale Advisers, LLC | 3,058 | $249.6 萬 | 0.85% | +1,321+76.1% | 加碼 |
| SevenBridge Financial Group, LLC | 32,770 | $249.6 萬 | 0.48% | +29,514+906.4% | 加碼 |
| Atlas Capital Advisors LLC | 3,069 | $250.5 萬 | 0.38% | +146+5.0% | 加碼 |
| Synovus Financial Corp | 3,071 | $250.8 萬 | 0.03% | +561+22.4% | 加碼 |
| Octahedron Capital Management L.P. | 3,075 | $250.9 萬 | 2.79% | +2,585+527.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,124 | $254.9 萬 | 0.12% | +870+38.6% | 加碼 |
| Scott & Selber, Inc. | 3,130 | $255.4 萬 | 0.79% | −25−0.8% | 減碼 |
| Jackson Square Capital, LLC | 3,134 | $255.8 萬 | 0.63% | −13−0.4% | 減碼 |
| TD Waterhouse Canada Inc. | 3,221 | $256.8 萬 | 0.02% | +238+8.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,142 | $257.1 萬 | 0.09% | +71+2.3% | 加碼 |
| Wahed Invest LLC | 3,171 | $258.8 萬 | 0.46% | +358+12.7% | 加碼 |
| Signaturefd, LLC | 3,183 | $259.8 萬 | 0.05% | −101−3.1% | 減碼 |
| MV Capital Management, Inc. | 3,195 | $260.7 萬 | 0.28% | +145+4.8% | 加碼 |