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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 37,842 | $273.3 萬 | 0.29% | +12,772+50.9% | 加碼依 10 比 1 拆股換算 |
| KG&L Capital Management,LLC | 37,163 | $268.4 萬 | 0.86% | +27,523+285.5% | 加碼依 10 比 1 拆股換算 |
| Financial Advisory Service, Inc. | 37,128 | $268.2 萬 | 0.23% | +1,918+5.4% | 加碼依 10 比 1 拆股換算 |
| Proficio Capital Partners LLC | 36,986 | $267.2 萬 | 0.22% | +2,316+6.7% | 加碼依 10 比 1 拆股換算 |
| Advisors Capital Management, LLC | 36,948 | $266.9 萬 | 0.04% | +36,948 | 新進 |
| Keybank National Association | 36,814 | $265.9 萬 | 0.01% | +3,854+11.7% | 加碼依 10 比 1 拆股換算 |
| RSM US Wealth Management LLC | 35,630 | $265.1 萬 | 0.04% | +35,630 | 新進 |
| Probity Advisors, Inc. | 36,144 | $261.1 萬 | 0.50% | −1,546−4.1% | 減碼依 10 比 1 拆股換算 |
| Howard Capital Management Inc. | 36,103 | $260.8 萬 | 0.04% | +36,103 | 新進 |
| Independent Advisor Alliance | 35,930 | $259.5 萬 | 0.03% | +12,020+50.3% | 加碼依 10 比 1 拆股換算 |
| Vident Advisory, LLC | 35,904 | $259.3 萬 | 0.05% | +2,374+7.1% | 加碼依 10 比 1 拆股換算 |
| SeaCrest Wealth Management, LLC | 35,644 | $257.5 萬 | 0.27% | +234+0.7% | 加碼依 10 比 1 拆股換算 |
| Brown Advisory Inc | 35,574 | $257.0 萬 | 0.00% | +35,574 | 新進 |
| Ossiam | 35,329 | $255.2 萬 | 0.04% | +35,329 | 新進 |
| Capital Investment Advisors, LLC | 35,293 | $254.9 萬 | 0.05% | +11,393+47.7% | 加碼依 10 比 1 拆股換算 |
| Primoris Wealth Advisors, LLC | 35,272 | $254.8 萬 | 1.94% | 00.0% | 不變依 10 比 1 拆股換算 |
| Impact Asset Management GmbH | 34,920 | $252.2 萬 | 1.00% | −25,330−42.0% | 減碼依 10 比 1 拆股換算 |
| Westhampton Capital, LLC | 34,725 | $250.8 萬 | 1.28% | −585−1.7% | 減碼依 10 比 1 拆股換算 |
| Evelyn Partners Investment Management Services Ltd | 34,714 | $250.7 萬 | 0.44% | +34,714 | 新進 |
| Matisse Capital | 34,670 | $250.4 萬 | 1.27% | +34,670 | 新進 |
| Navellier & Associates Inc | 34,600 | $249.9 萬 | 0.30% | +34,600 | 新進 |
| Tiaa Trust, National Association | 34,388 | $248.4 萬 | 0.01% | −12,382−26.5% | 減碼依 10 比 1 拆股換算 |
| Jones Financial Companies LLLP | 33,804 | $244.2 萬 | 0.00% | +14,304+73.4% | 加碼依 10 比 1 拆股換算 |
| Bard Financial Services, Inc. | 33,750 | $243.8 萬 | 0.29% | 00.0% | 不變依 10 比 1 拆股換算 |
| Paragon Advisors, LLC | 33,370 | $241.0 萬 | 0.83% | +11,150+50.2% | 加碼依 10 比 1 拆股換算 |
| Alpine Woods Capital Investors, LLC | 33,339 | $240.8 萬 | 0.46% | −251,561−88.3% | 減碼依 10 比 1 拆股換算 |
| Abn Amro Investment Solutions | 33,323 | $240.7 萬 | 0.04% | −29,647−47.1% | 減碼依 10 比 1 拆股換算 |
| Signaturefd, LLC | 33,106 | $239.1 萬 | 0.05% | +1,276+4.0% | 加碼依 10 比 1 拆股換算 |
| Foyston, Gordon, & Payne Inc | 32,971 | $238.1 萬 | 0.63% | +32,971 | 新進 |
| MV Capital Management, Inc. | 32,612 | $235.6 萬 | 0.25% | +662+2.1% | 加碼依 10 比 1 拆股換算 |
| Palouse Capital Management, Inc. | 32,395 | $234.0 萬 | 1.56% | +10,935+51.0% | 加碼依 10 比 1 拆股換算 |
| Trust Co of Vermont | 31,961 | $230.9 萬 | 0.11% | −7,209−18.4% | 減碼依 10 比 1 拆股換算 |
| Groesbeck Investment Management Corp | 31,940 | $230.7 萬 | 3.00% | −3,300−9.4% | 減碼依 10 比 1 拆股換算 |
| CWA Asset Management Group, LLC | 31,720 | $229.1 萬 | 0.12% | +2,750+9.5% | 加碼依 10 比 1 拆股換算 |
| Mainstay Capital Management LLC | 31,547 | $227.9 萬 | 0.35% | +7,767+32.7% | 加碼依 10 比 1 拆股換算 |
| Martin Capital Advisors, LLP | 31,422 | $227.0 萬 | 1.46% | +1,002+3.3% | 加碼依 10 比 1 拆股換算 |
| Meeder Advisory Services, Inc. | 31,331 | $226.3 萬 | 0.14% | +1,501+5.0% | 加碼依 10 比 1 拆股換算 |
| Wahed Invest LLC | 31,310 | $226.2 萬 | 0.38% | −400−1.3% | 減碼依 10 比 1 拆股換算 |
| Empower Advisory Group, LLC | 31,282 | $225.9 萬 | 0.01% | −818−2.5% | 減碼依 10 比 1 拆股換算 |
| Princeton Global Asset Management LLC | 31,121 | $224.8 萬 | 0.42% | +31,121 | 新進 |
| Chicago Trust Co NA | 30,906 | $223.2 萬 | 0.40% | −1,134−3.5% | 減碼依 10 比 1 拆股換算 |
| First American Trust, FSB | 30,742 | $222.1 萬 | 0.22% | +15,392+100.3% | 加碼依 10 比 1 拆股換算 |
| Principal Securities, Inc. | 30,657 | $221.4 萬 | 0.05% | +6,877+28.9% | 加碼依 10 比 1 拆股換算 |
| Kestra Private Wealth Services, LLC | 30,595 | $221.0 萬 | 0.04% | +9,585+45.6% | 加碼依 10 比 1 拆股換算 |
| E&G Advisors, LP | 30,580 | $220.9 萬 | 0.60% | −1,830−5.6% | 減碼依 10 比 1 拆股換算 |
| Atlas Capital Advisors LLC | 30,500 | $220.3 萬 | 0.28% | −190−0.6% | 減碼依 10 比 1 拆股換算 |
| Jackson Square Capital, LLC | 30,474 | $220.1 萬 | 0.53% | −866−2.8% | 減碼依 10 比 1 拆股換算 |
| L & S Advisors Inc | 30,433 | $219.8 萬 | 0.24% | −72,207−70.3% | 減碼依 10 比 1 拆股換算 |
| Scott & Selber, Inc. | 30,403 | $219.6 萬 | 0.66% | −897−2.9% | 減碼依 10 比 1 拆股換算 |
| United Services Automobile Association | 30,155 | $217.8 萬 | 0.07% | +30,155 | 新進 |
| IFP Advisors, Inc | 30,508 | $217.7 萬 | 0.07% | −6,022−16.5% | 減碼依 10 比 1 拆股換算 |
| SOA Wealth Advisors, LLC. | 30,044 | $217.0 萬 | 0.40% | +30,044 | 新進 |
| Resolute Capital Asset Partners LLC | 30,000 | $216.7 萬 | 1.17% | +30,000 | 新進 |
| Artemis Wealth Advisors, LLC | 30,000 | $216.7 萬 | 0.39% | −30,000−50.0% | 減碼依 10 比 1 拆股換算 |
| LGT Fund Management Co Ltd. | 30,000 | $216.7 萬 | 0.19% | +30,000 | 新進 |
| Capital Advisors Inc | 29,744 | $214.8 萬 | 0.04% | 00.0% | 不變依 10 比 1 拆股換算 |
| Scotia Capital Inc. | 29,651 | $214.2 萬 | 0.01% | 00.0% | 不變依 10 比 1 拆股換算 |
| First Business Financial Services, Inc. | 29,585 | $213.7 萬 | 0.21% | +1,025+3.6% | 加碼依 10 比 1 拆股換算 |
| one8zero8, LLC | 29,567 | $213.6 萬 | 0.46% | +29,567 | 新進 |
| Community Bank, N.A. | 29,489 | $213.0 萬 | 0.27% | +11,839+67.1% | 加碼依 10 比 1 拆股換算 |
| Exchange Capital Management, Inc. | 29,076 | $210.0 萬 | 0.33% | 00.0% | 不變依 10 比 1 拆股換算 |
| SS&H Financial Advisors, Inc. | 29,008 | $209.6 萬 | 0.76% | +898+3.2% | 加碼依 10 比 1 拆股換算 |
| Robertson Stephens Wealth Management, LLC | 28,893 | $209.4 萬 | 0.07% | −2,527−8.0% | 減碼依 10 比 1 拆股換算 |
| Financial Advisors Network, Inc. | 28,895 | $208.7 萬 | 0.35% | +28,895 | 新進 |
| Capital Group Private Client Services, Inc. | 28,878 | $208.6 萬 | 0.02% | −14,142−32.9% | 減碼依 10 比 1 拆股換算 |
| TD Waterhouse Canada Inc. | 28,886 | $208.6 萬 | 0.02% | −3,324−10.3% | 減碼依 10 比 1 拆股換算 |
| CX Institutional | 28,731 | $207.5 萬 | 0.08% | +1,611+5.9% | 加碼依 10 比 1 拆股換算 |
| Regal Investment Advisors LLC | 28,478 | $205.7 萬 | 0.15% | −1,862−6.1% | 減碼依 10 比 1 拆股換算 |
| Cresset Asset Management, LLC | 28,264 | $204.6 萬 | 0.01% | −69,386−71.1% | 減碼依 10 比 1 拆股換算 |
| HAP Trading, LLC | 28,222 | $203.8 萬 | 0.68% | +28,222 | 新進 |
| Romano Brothers and Company | 28,185 | $203.6 萬 | 0.26% | +28,185 | 新進 |
| Heritage Trust Co | 28,009 | $202.3 萬 | 0.24% | +28,009 | 新進 |
| Pensionfund Sabic | 28,000 | $202.2 萬 | 0.54% | +12,000+75.0% | 加碼依 10 比 1 拆股換算 |
| LSV Asset Management | 27,880 | $201.4 萬 | 0.00% | +8,880+46.7% | 加碼依 10 比 1 拆股換算 |
| Cincinnati Specialty Underwriters Insurance CO | 27,830 | $201.0 萬 | 0.55% | 00.0% | 不變依 10 比 1 拆股換算 |
| Everence Capital Management Inc | 27,740 | $200.4 萬 | 0.13% | −12,990−31.9% | 減碼依 10 比 1 拆股換算 |
| Resources Management Corp | 27,541 | $198.9 萬 | 0.27% | +631+2.3% | 加碼依 10 比 1 拆股換算 |
| Wetherby Asset Management Inc | 27,321 | $197.3 萬 | 0.09% | −1,959−6.7% | 減碼依 10 比 1 拆股換算 |
| Twin Capital Management Inc | 27,301 | $197.2 萬 | 0.22% | −159−0.6% | 減碼依 10 比 1 拆股換算 |
| PFG Advisors | 26,983 | $194.9 萬 | 0.12% | +483+1.8% | 加碼依 10 比 1 拆股換算 |
| Wood Tarver Financial Group, LLC | 26,870 | $194.0 萬 | 0.65% | +26,870 | 新進 |
| Harfst & Associates, Inc. | 26,853 | $194.0 萬 | 0.40% | +3,963+17.3% | 加碼依 10 比 1 拆股換算 |
| Bray Capital Advisors | 26,751 | $193.2 萬 | 0.52% | 00.0% | 不變依 10 比 1 拆股換算 |
| Moors & Cabot, Inc. | 26,683 | $192.7 萬 | 0.09% | +1,573+6.3% | 加碼依 10 比 1 拆股換算 |
| Glass Wealth Management Co LLC | 26,665 | $192.6 萬 | 1.05% | +1,815+7.3% | 加碼依 10 比 1 拆股換算 |
| Meiji Yasuda Asset Management Co Ltd. | 26,662 | $192.6 萬 | 0.07% | −828−3.0% | 減碼依 10 比 1 拆股換算 |
| Darwin Advisors, LLC | 26,642 | $192.4 萬 | 0.65% | −5,828−17.9% | 減碼依 10 比 1 拆股換算 |
| Stoneridge Investment Partners LLC | 26,474 | $191.2 萬 | 0.68% | +26,474 | 新進 |
| Synovus Financial Corp | 26,468 | $191.2 萬 | 0.02% | −4,242−13.8% | 減碼依 10 比 1 拆股換算 |
| Cypress Capital Group | 26,450 | $191.0 萬 | 0.23% | −10,150−27.7% | 減碼依 10 比 1 拆股換算 |
| BancorpSouth Bank | 26,241 | $189.5 萬 | 0.13% | −149−0.6% | 減碼依 10 比 1 拆股換算 |
| Perennial Advisors, LLC | 26,225 | $189.4 萬 | 0.41% | +26,225 | 新進 |
| Spirepoint Private Client, LLC | 25,883 | $186.9 萬 | 0.23% | +15,343+145.6% | 加碼依 10 比 1 拆股換算 |
| Trust Co of Oklahoma | 25,778 | $186.2 萬 | 0.60% | 00.0% | 不變依 10 比 1 拆股換算 |
| Cutter & CO Brokerage, Inc. | 25,726 | $185.8 萬 | 0.45% | −734−2.8% | 減碼依 10 比 1 拆股換算 |
| Precedent Wealth Partners, LLC | 25,663 | $185.4 萬 | 0.60% | +25,663 | 新進 |
| Quantitative Investment Management, LLC | 25,609 | $184.9 萬 | 0.14% | −15,261−37.3% | 減碼依 10 比 1 拆股換算 |
| Boston Private Wealth LLC | 25,436 | $183.7 萬 | 0.03% | +25,436 | 新進 |
| Aspetuck Financial Management LLC | 25,360 | $183.2 萬 | 1.43% | +25,360 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 24,251 | $181.9 萬 | 0.02% | +8,311+52.1% | 加碼依 10 比 1 拆股換算 |