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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 1,850 | $151.0 萬 | 0.71% | +1,350+270.0% | 加碼 |
| Capital Investment Counsel, Inc | 1,845 | $150.6 萬 | 0.22% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 1,843 | $150.4 萬 | 0.02% | −6,256−77.2% | 減碼 |
| Oppenheimer & Co Inc | 1,840 | $150.2 萬 | 0.02% | −405−18.0% | 減碼 |
| Lifeworks Advisors, LLC | 1,838 | $150.0 萬 | 0.29% | +350+23.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,825 | $149.0 萬 | 0.12% | +77+4.4% | 加碼 |
| Impax Asset Management Group plc | 1,825 | $148.9 萬 | 0.01% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,822 | $148.7 萬 | 0.02% | −263−12.6% | 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 |
| Mather Group, LLC. | 1,805 | $147.3 萬 | 0.02% | −173−8.7% | 減碼 |
| Alta Wealth Advisors LLC | 1,789 | $146.0 萬 | 0.67% | −5−0.3% | 減碼 |
| Sigma Planning Corp | 1,781 | $145.4 萬 | 0.04% | +47+2.7% | 加碼 |
| Apriem Advisors | 1,781 | $145.3 萬 | 0.17% | +186+11.7% | 加碼 |
| Cornercap Investment Counsel Inc | 1,777 | $145.0 萬 | 0.43% | +1,153+184.8% | 加碼 |
| Tealwood Asset Management Inc | 1,773 | $144.7 萬 | 0.63% | +26+1.5% | 加碼 |
| Community Bank, N.A. | 1,765 | $144.0 萬 | 0.18% | +196+12.5% | 加碼 |
| Montag A & Associates Inc | 1,751 | $143.3 萬 | 0.07% | +138+8.6% | 加碼 |
| Advisory Research Inc | 1,749 | $142.7 萬 | 0.25% | −75−4.1% | 減碼 |
| Sloy Dahl & Holst, LLC | 1,743 | $142.2 萬 | 0.24% | 00.0% | 不變 |
| Middleton & Co Inc | 1,743 | $142.2 萬 | 0.16% | −15−0.9% | 減碼 |
| Clifford Swan Investment Counsel LLC | 1,725 | $140.8 萬 | 0.05% | +40+2.4% | 加碼 |
| CIBC World Markets Inc. | 17,133 | $139.8 萬 | 0.00% | −2,842−14.2% | 減碼 |
| Noesis Capital Mangement Corp | 1,712 | $139.7 萬 | 0.28% | −75−4.2% | 減碼 |
| MWA Asset Management | 1,706 | $139.3 萬 | 0.93% | −17−1.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 1,687 | $137.7 萬 | 0.03% | −456−21.3% | 減碼 |
| Spire Wealth Management | 1,684 | $137.4 萬 | 0.05% | +299+21.6% | 加碼 |
| NVWM, LLC | 1,683 | $137.4 萬 | 0.35% | −13−0.8% | 減碼 |
| Glen Eagle Advisors, LLC | 1,666 | $135.9 萬 | 0.23% | −100−5.7% | 減碼 |
| China Universal Asset Management Co., Ltd. | 1,647 | $134.8 萬 | 0.15% | +861+109.5% | 加碼 |
| Fort Washington Investment Advisors Inc | 1,636 | $133.5 萬 | 0.01% | −755−31.6% | 減碼 |
| FCG Investment Co | 1,629 | $132.9 萬 | 0.87% | +687+72.9% | 加碼 |
| Dakota Wealth Management | 1,624 | $132.5 萬 | 0.03% | +536+49.3% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,614 | $131.7 萬 | 0.09% | −1,298−44.6% | 減碼 |
| Wealthspire Advisors, LLC | 1,604 | $130.9 萬 | 0.01% | +454+39.5% | 加碼 |
| Pensionfund Sabic | 1,600 | $130.6 萬 | 0.41% | +1,600 | 新進 |
| BNP Paribas | 1,594 | $130.1 萬 | 0.05% | −911−36.4% | 減碼 |
| Lake Street Advisors Group, LLC | 1,587 | $129.9 萬 | 0.06% | −6−0.4% | 減碼 |
| Mechanics Bank Trust Department | 1,588 | $129.6 萬 | 0.17% | +425+36.5% | 加碼 |
| Salomon & Ludwin, LLC | 1,587 | $129.5 萬 | 0.13% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,586 | $129.4 萬 | 0.02% | −56−3.4% | 減碼 |
| Parallel Advisors, LLC | 1,581 | $129.0 萬 | 0.03% | +156+10.9% | 加碼 |
| Syon Capital LLC | 1,576 | $128.6 萬 | 0.11% | −12−0.8% | 減碼 |
| Sunbelt Securities, Inc. | 1,567 | $127.9 萬 | 0.13% | +34+2.2% | 加碼 |
| Goodman Advisory Group, LLC | 1,567 | $127.9 萬 | 0.37% | +14+0.9% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 1,559 | $127.2 萬 | 0.30% | +143+10.1% | 加碼 |
| Trust Asset Management LLC | 1,558 | $127.1 萬 | 0.10% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 1,594 | $127.1 萬 | 0.02% | +401+33.6% | 加碼 |
| Applied Finance Capital Management, LLC | 1,557 | $127.1 萬 | 0.05% | −205−11.6% | 減碼 |
| Encompass Wealth Advisors, LLC | 1,547 | $126.2 萬 | 0.32% | 00.0% | 不變 |
| NorthRock Partners, LLC | 1,541 | $126.1 萬 | 0.04% | +182+13.4% | 加碼 |
| Quest Partners LLC | 1,544 | $126.0 萬 | 0.11% | −605−28.2% | 減碼 |
| First American Trust, FSB | 1,535 | $125.3 萬 | 0.12% | +1,307+573.2% | 加碼 |
| Perpetual Ltd | 1,530 | $124.9 萬 | 0.01% | −192−11.1% | 減碼 |
| Daymark Wealth Partners, LLC | 1,529 | $124.8 萬 | 0.05% | −4−0.3% | 減碼 |
| Equitable Trust Co | 1,517 | $123.8 萬 | 0.08% | +888+141.2% | 加碼 |
| Signal Advisors Wealth, LLC | 1,512 | $123.4 萬 | 0.18% | +1,512 | 新進 |
| 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 |
| Legacy Capital Group California, Inc. | 1,496 | $122.1 萬 | 0.41% | −34−2.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,484 | $121.5 萬 | 0.08% | −61−3.9% | 減碼 |
| Prudent Man Advisors, LLC | 1,483 | $121.0 萬 | 0.40% | −240−13.9% | 減碼 |
| Little House Capital LLC | 1,469 | $119.9 萬 | 0.34% | +109+8.0% | 加碼 |
| Delphi Management Inc | 1,464 | $119.5 萬 | 1.09% | −227−13.4% | 減碼 |
| Versor Investments LP | 1,454 | $118.7 萬 | 0.19% | −607−29.5% | 減碼 |
| Smartleaf Asset Management LLC | 1,430 | $118.3 萬 | 0.14% | +300+26.5% | 加碼 |
| Wealth Alliance | 1,438 | $117.4 萬 | 0.14% | −340−19.1% | 減碼 |
| Smithfield Trust Co | 1,436 | $117.1 萬 | 0.06% | +3+0.2% | 加碼 |
| Wedmont Private Capital | 14,522 | $117.1 萬 | 0.07% | +13,060+893.3% | 加碼 |
| Venturi Wealth Management, LLC | 1,434 | $117.0 萬 | 0.06% | −110−7.1% | 減碼 |
| KRS Capital Management, LLC | 1,433 | $117.0 萬 | 0.85% | +10+0.7% | 加碼 |
| MBM Wealth Consultants, LLC | 1,426 | $116.3 萬 | 0.37% | +120+9.2% | 加碼 |
| McDaniel Terry & Co | 1,424 | $116.2 萬 | 0.10% | −195−12.0% | 減碼 |
| Roberts Capital Advisors, LLC | 1,423 | $116.1 萬 | 0.99% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 1,422 | $116.1 萬 | 0.13% | −73−4.9% | 減碼 |
| Lake Street Financial LLC | 1,414 | $115.4 萬 | 0.18% | −210−12.9% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,408 | $114.9 萬 | 0.10% | 00.0% | 不變 |
| Albert D Mason Inc | 1,401 | $114.3 萬 | 0.73% | 00.0% | 不變 |
| Polianta Ltd | 1,400 | $114.2 萬 | 0.54% | +1,400 | 新進 |
| WSFS Capital Management, LLC | 1,394 | $113.8 萬 | 0.06% | −65−4.5% | 減碼 |
| RAM Investment Partners, LLC | 1,393 | $113.7 萬 | 0.30% | −1−0.1% | 減碼 |
| XTX Topco Ltd | 1,388 | $113.3 萬 | 0.08% | +733+111.9% | 加碼 |
| Redwood Investment Management, LLC | 1,341 | $110.9 萬 | 0.10% | −189−12.4% | 減碼 |
| Merit Financial Group, LLC | 1,354 | $110.5 萬 | 0.02% | −921−40.5% | 減碼 |
| Hilltop Holdings Inc. | 1,350 | $110.1 萬 | 0.07% | +536+65.8% | 加碼 |
| Cigna Investments Inc | 1,349 | $110.1 萬 | 0.20% | −9−0.7% | 減碼 |
| Zacks Investment Management | 1,336 | $109.1 萬 | 0.01% | +803+150.7% | 加碼 |
| Marietta Investment Partners LLC | 1,308 | $106.7 萬 | 0.23% | −30−2.2% | 減碼 |
| Oakworth Capital, Inc. | 1,307 | $106.7 萬 | 0.07% | +1+0.1% | 加碼 |
| Herold Advisors, Inc. | 1,303 | $106.3 萬 | 0.23% | +42+3.3% | 加碼 |
| Centennial Bank | 1,302 | $106.3 萬 | 0.49% | −47−3.5% | 減碼 |
| 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 |
| Concord Wealth Partners | 1,295 | $105.7 萬 | 0.18% | +72+5.9% | 加碼 |
| Phraction Management LLC | 1,288 | $105.1 萬 | 0.37% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 14,137 | $103.0 萬 | 0.12% | +11,731+487.6% | 加碼 |
| Tyler-Stone Wealth Management | 1,262 | $103.0 萬 | 0.19% | +631+100.0% | 加碼 |
| Core Alternative Capital | 1,260 | $102.8 萬 | 0.20% | +5+0.4% | 加碼 |
| Brighton Jones LLC | 1,253 | $102.3 萬 | 0.04% | −23−1.8% | 減碼 |
| Farther Finance Advisors, LLC | 1,236 | $100.9 萬 | 0.04% | −19−1.5% | 減碼 |