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 4 季 13F 持有人
Lam Research Corp 在 2024/12/31 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
- 1,696
- 較 2024 年第 3 季 +258 家
- 持有股數
- 10.4 億
- 較 2024 年第 3 季 −1.01 億 (−8.9%)依 10 比 1 拆股換算
- 總市值
- $749.3 億
- 較 2024 年第 3 季 −$49.0 億 (−6.1%)
- 新進機構
- 471
- 另有 512 家加碼
- 清倉機構
- 213
- 另有 470 家減碼
另有 31 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atria Investments LLC | 56,992 | $411.6 萬 | 0.05% | +56,992 | 新進 |
| Kingsview Wealth Management, LLC | 56,282 | $406.5 萬 | 0.08% | +2,952+5.5% | 加碼依 10 比 1 拆股換算 |
| Cornerstone Advisors, LLC | 56,000 | $404.5 萬 | 0.16% | −36,000−39.1% | 減碼依 10 比 1 拆股換算 |
| Pamalican Asset Management Ltd | 56,000 | $404.5 萬 | 1.79% | +56,000 | 新進 |
| Exchange Traded Concepts, LLC | 55,794 | $403.0 萬 | 0.08% | +3,704+7.1% | 加碼依 10 比 1 拆股換算 |
| Matthews International Capital Management LLC | 55,280 | $399.3 萬 | 0.82% | 00.0% | 不變依 10 比 1 拆股換算 |
| Morton Community Bank | 55,205 | $398.7 萬 | 1.05% | 00.0% | 不變依 10 比 1 拆股換算 |
| Private Advisor Group, LLC | 55,037 | $397.5 萬 | 0.02% | −8,703−13.7% | 減碼依 10 比 1 拆股換算 |
| Plato Investment Management Ltd | 54,685 | $396.4 萬 | 0.29% | −975−1.8% | 減碼依 10 比 1 拆股換算 |
| Lombard Odier Asset Management (Europe) Ltd | 54,356 | $392.6 萬 | 0.25% | +54,356 | 新進 |
| Lathrop Investment Management Corp | 54,230 | $391.7 萬 | 0.75% | −5,170−8.7% | 減碼依 10 比 1 拆股換算 |
| Pacifica Partners Inc. | 54,015 | $391.2 萬 | 1.69% | +9,785+22.1% | 加碼依 10 比 1 拆股換算 |
| Greenleaf Trust | 53,912 | $389.4 萬 | 0.04% | +572+1.1% | 加碼依 10 比 1 拆股換算 |
| Ameritas Investment Partners, Inc. | 53,474 | $386.2 萬 | 0.13% | +1,184+2.3% | 加碼依 10 比 1 拆股換算 |
| NorthCrest Asset Manangement, LLC | 53,463 | $386.2 萬 | 0.12% | −4,777−8.2% | 減碼依 10 比 1 拆股換算 |
| Argent Trust Co | 53,386 | $385.6 萬 | 0.16% | −604−1.1% | 減碼依 10 比 1 拆股換算 |
| Bristlecone Advisors, LLC | 53,330 | $385.2 萬 | 0.30% | +53,330 | 新進 |
| Diversify Wealth Management, LLC | 51,486 | $384.3 萬 | 0.30% | −80,454−61.0% | 減碼依 10 比 1 拆股換算 |
| Brinker Capital Investments, LLC | 53,008 | $382.9 萬 | 0.04% | −1,302−2.4% | 減碼依 10 比 1 拆股換算 |
| Orion Portfolio Solutions, LLC | 53,008 | $382.9 萬 | 0.04% | −1,302−2.4% | 減碼依 10 比 1 拆股換算 |
| Park Avenue Securities LLC | 52,930 | $382.3 萬 | 0.04% | 00.0% | 不變依 10 比 1 拆股換算 |
| PDT Partners, LLC | 52,720 | $380.8 萬 | 0.34% | −290−0.5% | 減碼依 10 比 1 拆股換算 |
| Rodgers Brothers Inc. | 52,400 | $378.5 萬 | 0.49% | 00.0% | 不變依 10 比 1 拆股換算 |
| Silvant Capital Management LLC | 52,364 | $378.2 萬 | 0.16% | +52,364 | 新進 |
| Nikulski Financial, Inc. | 52,173 | $376.8 萬 | 1.11% | +693+1.3% | 加碼依 10 比 1 拆股換算 |
| Roanoke Asset Management Corp | 52,170 | $376.8 萬 | 1.21% | 00.0% | 不變依 10 比 1 拆股換算 |
| Jump Financial, LLC | 52,109 | $376.4 萬 | 0.08% | +48,539+1,359.6% | 加碼依 10 比 1 拆股換算 |
| Midwest Professional Planners, LTD. | 52,055 | $376.0 萬 | 1.12% | +1,435+2.8% | 加碼依 10 比 1 拆股換算 |
| Occudo Quantitative Strategies LP | 51,961 | $375.3 萬 | 0.68% | −17,669−25.4% | 減碼依 10 比 1 拆股換算 |
| Mission Wealth Management, LP | 51,743 | $373.7 萬 | 0.09% | −28,497−35.5% | 減碼依 10 比 1 拆股換算 |
| 1832 Asset Management L.P. | 51,714 | $373.5 萬 | 0.01% | +51,714 | 新進 |
| Allworth Financial LP | 44,778 | $372.8 萬 | 0.02% | +23,518+110.6% | 加碼依 10 比 1 拆股換算 |
| Joseph Group Capital Management | 50,536 | $365.0 萬 | 1.44% | +7,386+17.1% | 加碼依 10 比 1 拆股換算 |
| Kempen Capital Management N.V. | 50,277 | $363.2 萬 | 0.04% | −503−1.0% | 減碼依 10 比 1 拆股換算 |
| Prime Capital Investment Advisors, LLC | 50,269 | $363.1 萬 | 0.05% | −1,121−2.2% | 減碼依 10 比 1 拆股換算 |
| Lecap Asset Management Ltd | 50,124 | $362.0 萬 | 0.98% | −896−1.8% | 減碼依 10 比 1 拆股換算 |
| CWM, LLC | 50,095 | $361.8 萬 | 0.02% | +1,525+3.1% | 加碼依 10 比 1 拆股換算 |
| 4D Advisors, LLC | 50,000 | $361.1 萬 | 2.53% | +50,000 | 新進 |
| Crown Advisors Management, Inc. | 50,000 | $361.1 萬 | 2.32% | 00.0% | 不變依 10 比 1 拆股換算 |
| Royal Fund Management, LLC | 49,866 | $360.2 萬 | 0.39% | 00.0% | 不變依 10 比 1 拆股換算 |
| Mount Yale Investment Advisors, LLC | 49,562 | $358.0 萬 | 0.29% | +49,562 | 新進 |
| Ostrum Asset Management | 48,970 | $353.7 萬 | 0.31% | +19,570+66.6% | 加碼依 10 比 1 拆股換算 |
| Hennion & Walsh Asset Management, Inc. | 48,923 | $353.4 萬 | 0.16% | +17,683+56.6% | 加碼依 10 比 1 拆股換算 |
| Harbour Capital Advisors, LLC | 46,540 | $349.6 萬 | 0.78% | +46,540 | 新進 |
| CCM Investment Advisers LLC | 48,360 | $349.3 萬 | 0.39% | −400−0.8% | 減碼依 10 比 1 拆股換算 |
| Cable Hill Partners, LLC | 47,769 | $346.2 萬 | 0.35% | −3,861−7.5% | 減碼依 10 比 1 拆股換算 |
| Ballentine Partners, LLC | 47,702 | $344.6 萬 | 0.06% | +652+1.4% | 加碼依 10 比 1 拆股換算 |
| Northwest & Ethical Investments L.P. | 47,670 | $344.3 萬 | 0.09% | −1,350−2.8% | 減碼依 10 比 1 拆股換算 |
| Stiles Financial Services Inc | 47,570 | $343.6 萬 | 1.24% | +3,990+9.2% | 加碼依 10 比 1 拆股換算 |
| GDS Wealth Management | 47,527 | $343.3 萬 | 0.31% | +41,597+701.5% | 加碼依 10 比 1 拆股換算 |
| Valley National Advisers Inc | 47,402 | $342.3 萬 | 0.61% | −3,438−6.8% | 減碼依 10 比 1 拆股換算 |
| Brentview Investment Management LLC | 47,235 | $341.2 萬 | 1.94% | +47,235 | 新進 |
| EP Wealth Advisors, LLC | 46,694 | $337.3 萬 | 0.03% | +46,694 | 新進 |
| Kinneret Advisory, LLC | 46,389 | $336.2 萬 | 0.32% | −2,161−4.5% | 減碼依 10 比 1 拆股換算 |
| Advisors Asset Management, Inc. | 46,304 | $334.5 萬 | 0.06% | +7,714+20.0% | 加碼依 10 比 1 拆股換算 |
| Empirical Finance, LLC | 45,718 | $330.2 萬 | 0.19% | −552−1.2% | 減碼依 10 比 1 拆股換算 |
| FourThought Financial Partners, LLC | 45,687 | $330.0 萬 | 0.34% | +45,687 | 新進 |
| Rockline Wealth Management, LLC | 45,461 | $328.4 萬 | 0.88% | +771+1.7% | 加碼依 10 比 1 拆股換算 |
| Umpqua Bank | 43,490 | $326.4 萬 | 1.13% | +2,640+6.5% | 加碼依 10 比 1 拆股換算 |
| Hohimer Wealth Management, LLC | 44,784 | $323.5 萬 | 0.61% | +604+1.4% | 加碼依 10 比 1 拆股換算 |
| Perigon Wealth Management, LLC | 40,811 | $323.3 萬 | 0.08% | +1,841+4.7% | 加碼依 10 比 1 拆股換算 |
| Aigen Investment Management, LP | 44,726 | $323.1 萬 | 0.57% | +23,116+107.0% | 加碼依 10 比 1 拆股換算 |
| Arkadios Wealth Advisors | 44,631 | $322.4 萬 | 0.18% | −47,009−51.3% | 減碼依 10 比 1 拆股換算 |
| Bryn Mawr Trust Co | 44,497 | $321.4 萬 | 0.06% | −973−2.1% | 減碼依 10 比 1 拆股換算 |
| Larson Financial Group LLC | 44,304 | $320.0 萬 | 0.17% | −6,326−12.5% | 減碼依 10 比 1 拆股換算 |
| Intrust Bank NA | 44,109 | $318.6 萬 | 0.32% | −2,571−5.5% | 減碼依 10 比 1 拆股換算 |
| Monetary Management Group Inc | 43,835 | $316.6 萬 | 0.82% | +375+0.9% | 加碼依 10 比 1 拆股換算 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 43,850 | $316.4 萬 | 0.10% | +37,310+570.5% | 加碼依 10 比 1 拆股換算 |
| Mizuho Markets Americas LLC | 43,000 | $310.6 萬 | 0.06% | +43,000 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 42,994 | $310.5 萬 | 0.23% | +42,994 | 新進 |
| Dana Investment Advisors, Inc. | 42,924 | $310.0 萬 | 0.10% | +3,494+8.9% | 加碼依 10 比 1 拆股換算 |
| Integrated Wealth Concepts LLC | 42,866 | $309.6 萬 | 0.04% | +38,496+880.9% | 加碼依 10 比 1 拆股換算 |
| Strategic Financial Services, Inc, | 42,855 | $309.5 萬 | 0.18% | −275−0.6% | 減碼依 10 比 1 拆股換算 |
| Progressive Investment Management Corp | 42,425 | $306.4 萬 | 0.79% | −1,315−3.0% | 減碼依 10 比 1 拆股換算 |
| Sanders Morris Harris LLC | 42,420 | $306.4 萬 | 0.46% | 00.0% | 不變依 10 比 1 拆股換算 |
| Steel Peak Wealth Management LLC | 41,886 | $303.6 萬 | 0.13% | +856+2.1% | 加碼依 10 比 1 拆股換算 |
| Knollwood Investment Advisory, LLC | 41,980 | $303.2 萬 | 0.32% | 00.0% | 不變依 10 比 1 拆股換算 |
| Quantessence Capital LLC | 41,953 | $303.0 萬 | 1.24% | +41,953 | 新進 |
| E Fund Management Co., Ltd. | 41,934 | $302.9 萬 | 0.15% | −32,016−43.3% | 減碼依 10 比 1 拆股換算 |
| Y-Intercept (Hong Kong) Ltd | 41,892 | $302.6 萬 | 0.20% | +41,892 | 新進 |
| Sone Capital Management, LLC | 41,785 | $301.8 萬 | 0.38% | +41,785 | 新進 |
| Sciencast Management LP | 41,461 | $299.5 萬 | 0.82% | +41,461 | 新進 |
| Malaga Cove Capital, LLC | 41,100 | $296.9 萬 | 1.17% | −770−1.8% | 減碼依 10 比 1 拆股換算 |
| Northwestern Mutual Investment Management Company, LLC | 40,853 | $295.1 萬 | 0.07% | −467−1.1% | 減碼依 10 比 1 拆股換算 |
| V-Square Quantitative Management LLC | 40,559 | $293.0 萬 | 0.42% | +3,409+9.2% | 加碼依 10 比 1 拆股換算 |
| Essential Planning, LLC. | 38,540 | $291.7 萬 | 0.02% | +38,540 | 新進 |
| Adviser Investments LLC | 40,273 | $290.9 萬 | 0.04% | +963+2.4% | 加碼依 10 比 1 拆股換算 |
| Mill Capital Management, LLC | 40,000 | $288.9 萬 | 0.23% | 00.0% | 不變依 10 比 1 拆股換算 |
| APG Asset Management US Inc. | 39,960 | $288.6 萬 | 0.02% | +39,960 | 新進 |
| Octahedron Capital Management L.P. | 39,750 | $287.1 萬 | 2.73% | +9,000+29.3% | 加碼依 10 比 1 拆股換算 |
| White Knight Strategic Wealth Advisors, LLC | 39,504 | $285.3 萬 | 1.19% | +20,004+102.6% | 加碼依 10 比 1 拆股換算 |
| Avantax Advisory Services, Inc. | 39,407 | $284.6 萬 | 0.02% | 00.0% | 不變依 10 比 1 拆股換算 |
| Fifth Third Wealth Advisors LLC | 39,369 | $284.4 萬 | 0.15% | +6,379+19.3% | 加碼依 10 比 1 拆股換算 |
| Linden Thomas Advisory Services, LLC | 39,305 | $283.9 萬 | 0.36% | +2,085+5.6% | 加碼依 10 比 1 拆股換算 |
| Tower Bridge Advisors | 39,055 | $282.1 萬 | 0.30% | +3,075+8.5% | 加碼依 10 比 1 拆股換算 |
| China Universal Asset Management Co., Ltd. | 38,940 | $281.6 萬 | 0.26% | +22,470+136.4% | 加碼依 10 比 1 拆股換算 |
| CAPROCK Group, Inc. | 38,526 | $279.1 萬 | 0.09% | +5,356+16.1% | 加碼依 10 比 1 拆股換算 |
| Diversify Advisory Services, LLC | 37,270 | $278.2 萬 | 0.15% | −280,890−88.3% | 減碼依 10 比 1 拆股換算 |
| Aptus Capital Advisors, LLC | 38,370 | $277.8 萬 | 0.03% | +22,120+136.1% | 加碼依 10 比 1 拆股換算 |
| SevenBridge Financial Group, LLC | 33,186 | $276.3 萬 | 0.52% | −294,514−89.9% | 減碼依 10 比 1 拆股換算 |