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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 25,017 | $180.7 萬 | 0.02% | +25,017 | 新進 |
| Needham Investment Management LLC | 25,000 | $180.6 萬 | 0.14% | 00.0% | 不變依 10 比 1 拆股換算 |
| Boston Partners | 23,321 | $179.3 萬 | 0.00% | −726,679−96.9% | 減碼依 10 比 1 拆股換算 |
| Sherbrooke Park Advisers LLC | 24,698 | $178.4 萬 | 0.57% | +3,508+16.6% | 加碼依 10 比 1 拆股換算 |
| Green Alpha Advisors, LLC | 24,659 | $178.1 萬 | 1.43% | −1,261−4.9% | 減碼依 10 比 1 拆股換算 |
| Oak Associates, Ltd | 24,638 | $178.0 萬 | 0.12% | −5,062−17.0% | 減碼依 10 比 1 拆股換算 |
| Bleakley Financial Group, LLC | 24,596 | $177.7 萬 | 0.05% | −904−3.5% | 減碼依 10 比 1 拆股換算 |
| Cary Street Partners Financial LLC | 24,562 | $177.4 萬 | 0.06% | +24,562 | 新進 |
| Lifeworks Advisors, LLC | 24,407 | $176.3 萬 | 0.32% | +6,027+32.8% | 加碼依 10 比 1 拆股換算 |
| GAMMA Investing LLC | 24,195 | $174.8 萬 | 0.15% | +4,675+23.9% | 加碼依 10 比 1 拆股換算 |
| Calamos Wealth Management LLC | 24,102 | $174.1 萬 | 0.09% | +292+1.2% | 加碼依 10 比 1 拆股換算 |
| HighPoint Advisor Group LLC | 20,944 | $173.8 萬 | 0.09% | −170,476−89.1% | 減碼依 10 比 1 拆股換算 |
| Marble Harbor Investment Counsel, LLC | 24,000 | $173.4 萬 | 0.19% | +24,000 | 新進 |
| Convergence Investment Partners, LLC | 23,878 | $172.5 萬 | 0.39% | +21,048+743.7% | 加碼依 10 比 1 拆股換算 |
| Qtron Investments LLC | 23,877 | $172.5 萬 | 0.24% | +997+4.4% | 加碼依 10 比 1 拆股換算 |
| Leavell Investment Management, Inc. | 23,789 | $172.4 萬 | 0.08% | +4,289+22.0% | 加碼依 10 比 1 拆股換算 |
| Altman Advisors, Inc. | 23,780 | $171.8 萬 | 0.73% | +23,780 | 新進 |
| Cornerstone Select Advisors, LLC | 23,613 | $170.6 萬 | 1.64% | +23,613 | 新進 |
| Icon Wealth Advisors, LLC | 23,574 | $170.3 萬 | 0.14% | +1,404+6.3% | 加碼依 10 比 1 拆股換算 |
| Compass Capital Corp | 21,548 | $170.3 萬 | 0.66% | +21,548 | 新進 |
| Vestcor Inc | 23,558 | $170.2 萬 | 0.06% | −31,002−56.8% | 減碼依 10 比 1 拆股換算 |
| 111 Capital | 23,551 | $170.1 萬 | 0.36% | +23,551 | 新進 |
| IHT Wealth Management, LLC | 23,388 | $168.9 萬 | 0.05% | −3,902−14.3% | 減碼依 10 比 1 拆股換算 |
| Apollon Wealth Management, LLC | 23,177 | $167.4 萬 | 0.04% | −9,413−28.9% | 減碼依 10 比 1 拆股換算 |
| Davenport & Co LLC | 23,152 | $167.2 萬 | 0.01% | −318−1.4% | 減碼依 10 比 1 拆股換算 |
| Horizon Investments, LLC | 23,141 | $167.1 萬 | 0.05% | −11,009−32.2% | 減碼依 10 比 1 拆股換算 |
| Greater Midwest Financial Group, LLC | 22,912 | $165.5 萬 | 1.05% | +2,762+13.7% | 加碼依 10 比 1 拆股換算 |
| Gradient Capital Advisors, LLC | 22,883 | $165.3 萬 | 0.53% | 00.0% | 不變依 10 比 1 拆股換算 |
| Central Trust Co | 22,832 | $164.9 萬 | 0.04% | −2,998−11.6% | 減碼依 10 比 1 拆股換算 |
| GPS Wealth Strategies Group, LLC | 22,807 | $164.7 萬 | 0.21% | 00.0% | 不變依 10 比 1 拆股換算 |
| Stokes Family Office, LLC | 22,806 | $164.7 萬 | 0.18% | −2,134−8.6% | 減碼依 10 比 1 拆股換算 |
| Savant Capital, LLC | 22,790 | $164.6 萬 | 0.01% | −150−0.7% | 減碼依 10 比 1 拆股換算 |
| Magnus Financial Group LLC | 22,759 | $164.4 萬 | 0.16% | +18,649+453.7% | 加碼依 10 比 1 拆股換算 |
| Runnymede Capital Advisors, Inc. | 22,750 | $164.3 萬 | 1.44% | +22,750 | 新進 |
| Bay Rivers Group | 22,450 | $162.2 萬 | 0.79% | −2,040−8.3% | 減碼依 10 比 1 拆股換算 |
| Legacy Capital Group California, Inc. | 22,155 | $160.0 萬 | 0.49% | +7,195+48.1% | 加碼依 10 比 1 拆股換算 |
| Alternative Investment Advisors, LLC. | 22,051 | $159.3 萬 | 0.83% | −549−2.4% | 減碼依 10 比 1 拆股換算 |
| Signature Resources Capital Management, LLC | 22,000 | $158.9 萬 | 1.42% | +22,000 | 新進 |
| Consolidated Portfolio Review Corp | 21,930 | $158.4 萬 | 0.25% | +280+1.3% | 加碼依 10 比 1 拆股換算 |
| Commonwealth Retirement Investments LLC | 21,907 | $158.2 萬 | 0.65% | +1,117+5.4% | 加碼依 10 比 1 拆股換算 |
| Canada Post Corp Registered Pension Plan | 21,890 | $158.1 萬 | 0.09% | +21,890 | 新進 |
| Lindenwold Advisors | 21,812 | $157.5 萬 | 0.84% | −468−2.1% | 減碼依 10 比 1 拆股換算 |
| Vise Technologies, Inc. | 21,684 | $156.6 萬 | 0.13% | +21,684 | 新進 |
| Merit Financial Group, LLC | 21,664 | $156.5 萬 | 0.03% | +8,124+60.0% | 加碼依 10 比 1 拆股換算 |
| Renaissance Group LLC | 21,577 | $155.8 萬 | 0.06% | −373,883−94.5% | 減碼依 10 比 1 拆股換算 |
| Cloverfields Capital Group, LP | 21,530 | $155.5 萬 | 0.50% | +1,270+6.3% | 加碼依 10 比 1 拆股換算 |
| Eads & Heald Wealth Management | 21,407 | $154.6 萬 | 0.76% | −793−3.6% | 減碼依 10 比 1 拆股換算 |
| Oppenheimer & Co Inc | 21,321 | $154.0 萬 | 0.02% | +2,921+15.9% | 加碼依 10 比 1 拆股換算 |
| Sheaff Brock Investment Advisors, LLC | 21,283 | $153.7 萬 | 0.13% | +10,853+104.1% | 加碼依 10 比 1 拆股換算 |
| Morse Asset Management, Inc | 21,270 | $153.6 萬 | 0.35% | −1,550−6.8% | 減碼依 10 比 1 拆股換算 |
| Arvest Investments, Inc. | 21,069 | $152.2 萬 | 0.24% | −1,611−7.1% | 減碼依 10 比 1 拆股換算 |
| NRI Wealth Management LC | 20,898 | $150.9 萬 | 1.04% | +20,898 | 新進 |
| Kuhn & Co Investment Counsel | 20,840 | $150.5 萬 | 1.28% | 00.0% | 不變依 10 比 1 拆股換算 |
| Beaumont Financial Advisors, LLC | 20,783 | $150.1 萬 | 0.11% | 00.0% | 不變依 10 比 1 拆股換算 |
| Patriot Financial Group Insurance Agency, LLC | 20,698 | $149.5 萬 | 0.20% | +468+2.3% | 加碼依 10 比 1 拆股換算 |
| Sound View Wealth Advisors Group, LLC | 20,681 | $149.4 萬 | 0.12% | +2,431+13.3% | 加碼依 10 比 1 拆股換算 |
| Whittier Trust Co of Nevada Inc | 20,655 | $149.2 萬 | 0.04% | −955−4.4% | 減碼依 10 比 1 拆股換算 |
| Camden Capital, LLC | 20,590 | $148.9 萬 | 0.16% | +20,590 | 新進 |
| BankPlus Trust Department | 20,604 | $148.8 萬 | 0.49% | +20,604 | 新進 |
| LCNB Corp | 20,490 | $148.0 萬 | 0.54% | 00.0% | 不變依 10 比 1 拆股換算 |
| Keudell/Morrison Wealth Management | 20,480 | $147.9 萬 | 0.39% | −1,170−5.4% | 減碼依 10 比 1 拆股換算 |
| Segment Wealth Management, LLC | 20,450 | $147.7 萬 | 0.10% | 00.0% | 不變依 10 比 1 拆股換算 |
| Albert D Mason Inc | 20,449 | $147.7 萬 | 0.99% | +6,439+46.0% | 加碼依 10 比 1 拆股換算 |
| Belpointe Asset Management LLC | 1,799 | $147.7 萬 | 0.09% | −26,261−93.6% | 減碼依 10 比 1 拆股換算 |
| Kera Capital Partners, Inc. | 20,432 | $147.6 萬 | 0.42% | +20,432 | 新進 |
| Harbor Capital Advisors, Inc. | 20,401 | $147.4 萬 | 0.06% | −26,609−56.6% | 減碼依 10 比 1 拆股換算 |
| Weatherly Asset Management L. P. | 20,330 | $147.3 萬 | 0.13% | 00.0% | 不變依 10 比 1 拆股換算 |
| StoneX Group Inc. | 20,348 | $147.1 萬 | 0.08% | +20,348 | 新進 |
| Farmers & Merchants Investments Inc | 20,350 | $147.0 萬 | 0.05% | 00.0% | 不變依 10 比 1 拆股換算 |
| Pinnacle Wealth Management Advisory Group, LLC | 20,313 | $146.7 萬 | 0.14% | −8,397−29.2% | 減碼依 10 比 1 拆股換算 |
| Point72 Italy, S.r.l. | 20,309 | $146.7 萬 | 0.81% | +20,309 | 新進 |
| Ellsworth Advisors, LLC | 20,246 | $146.2 萬 | 0.38% | +20,246 | 新進 |
| First Foundation Advisors | 20,022 | $144.6 萬 | 0.05% | +1,102+5.8% | 加碼依 10 比 1 拆股換算 |
| Tocqueville Asset Management L.P. | 20,015 | $144.6 萬 | 0.02% | 00.0% | 不變依 10 比 1 拆股換算 |
| Neo Ivy Capital Management | 19,914 | $143.8 萬 | 0.29% | +19,914 | 新進 |
| Quadrant Capital Group LLC | 19,830 | $143.3 萬 | 0.10% | −900−4.3% | 減碼依 10 比 1 拆股換算 |
| Leelyn Smith, LLC | 19,828 | $143.2 萬 | 0.26% | +488+2.5% | 加碼依 10 比 1 拆股換算 |
| Fort Washington Investment Advisors Inc | 19,710 | $142.4 萬 | 0.01% | +3,350+20.5% | 加碼依 10 比 1 拆股換算 |
| STF Management LP | 19,647 | $141.9 萬 | 0.64% | +287+1.5% | 加碼依 10 比 1 拆股換算 |
| Semanteon Capital Management, LP | 19,430 | $140.3 萬 | 0.75% | +19,430 | 新進 |
| Sowell Financial Services LLC | 19,148 | $138.3 萬 | 0.07% | +19,148 | 新進 |
| Shelton Wealth Management, LLC | 19,060 | $137.7 萬 | 0.76% | +19,060 | 新進 |
| MUFG Securities Americas Inc. | 18,994 | $137.2 萬 | 0.17% | +18,994 | 新進 |
| Allianz SE | 18,968 | $136.9 萬 | 0.04% | +18,968 | 新進 |
| Brookstone Capital Management | 18,762 | $135.5 萬 | 0.02% | −23,948−56.1% | 減碼依 10 比 1 拆股換算 |
| Fieldview Capital Management, LLC | 18,693 | $135.0 萬 | 0.21% | +18,693 | 新進 |
| Prakash Investment Advisors LLC | 18,600 | $134.3 萬 | 1.33% | +18,600 | 新進 |
| Sigma Planning Corp | 18,522 | $133.8 萬 | 0.04% | +712+4.0% | 加碼依 10 比 1 拆股換算 |
| Triangle Securities Wealth Management | 18,496 | $133.6 萬 | 0.34% | −124−0.7% | 減碼依 10 比 1 拆股換算 |
| Great Valley Advisor Group, Inc. | 18,429 | $133.1 萬 | 0.03% | −2,111−10.3% | 減碼依 10 比 1 拆股換算 |
| Checchi Capital Advisers, LLC | 18,420 | $133.0 萬 | 0.10% | +18,420 | 新進 |
| Valeo Financial Advisors, LLC | 18,181 | $131.3 萬 | 0.04% | +18,181 | 新進 |
| Mirae Asset Securities (USA) Inc. | 18,129 | $130.9 萬 | 0.06% | +18,129 | 新進 |
| Polianta Ltd | 18,100 | $130.7 萬 | 0.62% | +4,100+29.3% | 加碼依 10 比 1 拆股換算 |
| HGK Asset Management Inc | 18,050 | $130.4 萬 | 0.24% | −970−5.1% | 減碼依 10 比 1 拆股換算 |
| Smartleaf Asset Management LLC | 18,058 | $130.3 萬 | 0.13% | +3,758+26.3% | 加碼依 10 比 1 拆股換算 |
| Applied Finance Capital Management, LLC | 18,020 | $130.2 萬 | 0.06% | +2,450+15.7% | 加碼依 10 比 1 拆股換算 |
| Parallel Advisors, LLC | 17,943 | $129.6 萬 | 0.03% | +2,133+13.5% | 加碼依 10 比 1 拆股換算 |
| L2 Asset Management, LLC | 17,935 | $129.5 萬 | 0.28% | +17,935 | 新進 |
| Alta Wealth Advisors LLC | 17,870 | $129.1 萬 | 0.56% | 00.0% | 不變依 10 比 1 拆股換算 |