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。
2025 年第 1 季 13F 持有人
Lam Research Corp 在 2025/3/31 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
- 1,802
- 較 2024 年第 4 季 +130 家
- 持有股數
- 10.4 億
- 較 2024 年第 4 季 +1,770 萬 (+1.7%)
- 總市值
- $757.6 億
- 較 2024 年第 4 季 +$15.2 億 (+2.1%)
- 新進機構
- 270
- 另有 741 家加碼
- 清倉機構
- 140
- 另有 549 家減碼
另有 24 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 3,721 | $27.1 萬 | 0.02% | +3,721 | 新進 |
| West Michigan Advisors, LLC | 3,725 | $27.2 萬 | 0.09% | +3,725 | 新進 |
| Simmons Bank | 3,740 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| WS Portfolio Advisory, LLC | 3,750 | $27.3 萬 | 1.61% | +3,750 | 新進 |
| Williams & Novak, LLC | 3,750 | $27.3 萬 | 0.27% | +3,750 | 新進 |
| Kendall Capital Management | 3,770 | $27.4 萬 | 0.08% | 00.0% | 不變 |
| Congress Asset Management Co | 3,774 | $27.4 萬 | 0.00% | +10+0.3% | 加碼 |
| Delta Investment Management, LLC | 3,780 | $27.5 萬 | 0.06% | −1,068−22.0% | 減碼 |
| Sendero Wealth Management, LLC | 3,792 | $27.6 萬 | 0.04% | +971+34.4% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,795 | $27.6 萬 | 0.04% | +329+9.5% | 加碼 |
| Hollencrest Capital Management | 3,808 | $27.7 萬 | 0.01% | −80−2.1% | 減碼 |
| RMR Wealth Builders | 3,837 | $27.9 萬 | 0.03% | −18−0.5% | 減碼 |
| Ignite Planners, LLC | 3,892 | $27.9 萬 | 0.05% | −23−0.6% | 減碼 |
| Walker Asset Management, LLC | 3,862 | $28.1 萬 | 0.17% | +281+7.8% | 加碼 |
| Fieldview Capital Management, LLC | 3,898 | $28.3 萬 | 0.04% | −14,795−79.1% | 減碼 |
| Great Diamond Partners, LLC | 3,911 | $28.4 萬 | 0.08% | 00.0% | 不變 |
| DRW Securities, LLC | 3,917 | $28.5 萬 | 0.02% | −4,378−52.8% | 減碼 |
| Portside Wealth Group, LLC | 3,921 | $28.5 萬 | 0.05% | +3,921 | 新進 |
| Private Wealth Asset Management, LLC | 3,932 | $28.6 萬 | 0.04% | +3,932 | 新進 |
| Silver Oak Securities, Inc | 3,939 | $28.6 萬 | 0.03% | +65+1.7% | 加碼 |
| Whelan Financial | 3,944 | $28.7 萬 | 0.11% | +425+12.1% | 加碼 |
| Financial Management Professionals, Inc. | 3,947 | $28.7 萬 | 0.04% | −1,696−30.1% | 減碼 |
| Insight Advisors, LLC | 3,965 | $28.8 萬 | 0.05% | +2+0.1% | 加碼 |
| Legacy Wealth Management, LLC | 3,980 | $28.9 萬 | 0.09% | +3,980 | 新進 |
| Exencial Wealth Advisors, LLC | 3,988 | $29.0 萬 | 0.01% | +104+2.7% | 加碼 |
| James Investment Research Inc | 4,000 | $29.1 萬 | 0.04% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 4,000 | $29.1 萬 | 0.09% | 00.0% | 不變 |
| Core Wealth Partners LLC | 4,000 | $29.1 萬 | 0.17% | 00.0% | 不變 |
| Grassi Investment Management | 4,000 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Chelsea Counsel Co | 4,000 | $29.2 萬 | 0.16% | +4,000 | 新進 |
| Sax Wealth Advisors, LLC | 4,022 | $29.2 萬 | 0.02% | +4,022 | 新進 |
| Enterprise Financial Services Corp | 4,029 | $29.3 萬 | 0.17% | +52+1.3% | 加碼 |
| Cromwell Holdings LLC | 4,020 | $29.3 萬 | 0.19% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 4,049 | $29.4 萬 | 0.04% | +4,049 | 新進 |
| Fairvoy Private Wealth, LLC | 4,065 | $29.6 萬 | 0.08% | −3,195−44.0% | 減碼 |
| McLean Asset Management Corp | 4,910 | $29.6 萬 | 0.10% | −212−4.1% | 減碼 |
| Seven Mile Advisory | 4,074 | $29.6 萬 | 0.20% | +483+13.5% | 加碼 |
| MBB Public Markets I LLC | 4,092 | $29.7 萬 | 0.03% | +4,092 | 新進 |
| Rathbone Brothers plc | 4,110 | $29.9 萬 | 0.00% | −60−1.4% | 減碼 |
| Full Sail Capital, LLC | 4,116 | $29.9 萬 | 0.02% | −94−2.2% | 減碼 |
| Ramirez Asset Management, Inc. | 4,130 | $30.0 萬 | 0.06% | −150−3.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 4,133 | $30.0 萬 | 0.05% | +863+26.4% | 加碼 |
| Florida Financial Advisors, LLC | 4,157 | $30.2 萬 | 0.12% | −529−11.3% | 減碼 |
| Ancora Advisors, LLC | 4,162 | $30.3 萬 | 0.01% | +3+0.1% | 加碼 |
| CFS Investment Advisory Services, LLC | 4,173 | $30.3 萬 | 0.03% | −31−0.7% | 減碼 |
| Capital Advisors, Ltd. LLC | 4,164 | $30.3 萬 | 0.04% | +26+0.6% | 加碼 |
| Edgestream Partners, L.P. | 4,168 | $30.3 萬 | 0.01% | +938+29.0% | 加碼 |
| Childress Capital Advisors, LLC | 4,178 | $30.4 萬 | 0.09% | +240+6.1% | 加碼 |
| Mascoma Wealth Management LLC | 4,190 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Client 1st Advisory Group, LLC | 4,190 | $30.5 萬 | 0.12% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 4,191 | $30.5 萬 | 0.02% | −3,995−48.8% | 減碼 |
| Triad Wealth Partners, LLC | 4,200 | $30.5 萬 | 0.09% | +616+17.2% | 加碼 |
| Tennessee Valley Asset Management Partners | 4,205 | $30.6 萬 | 0.05% | −139−3.2% | 減碼 |
| GWN Securities Inc. | 3,940 | $30.8 萬 | 0.02% | +3,940 | 新進 |
| Alhambra Investment Partners LLC | 4,261 | $31.0 萬 | 0.16% | +785+22.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 4,270 | $31.0 萬 | 0.06% | +4,270 | 新進 |
| Rothschild Investment LLC | 4,279 | $31.1 萬 | 0.02% | +770+21.9% | 加碼 |
| Phillips Wealth Planners LLC | 4,628 | $31.2 萬 | 0.33% | +4,628 | 新進 |
| Retirement Income Solutions, Inc | 4,300 | $31.3 萬 | 0.07% | 00.0% | 不變 |
| Curat Global, LLC | 4,301 | $31.3 萬 | 0.38% | +4,301 | 新進 |
| Brady Martz Wealth Solutions, LLC | 4,318 | $31.4 萬 | 0.07% | −135−3.0% | 減碼 |
| Range Financial Group LLC | 4,319 | $31.4 萬 | 0.14% | +359+9.1% | 加碼 |
| Wexford Capital LP | 4,330 | $31.5 萬 | 0.08% | +4,330 | 新進 |
| Moody Lynn & Lieberson, LLC | 4,334 | $31.5 萬 | 0.02% | +20+0.5% | 加碼 |
| Braun-Bostich & Associates Inc. | 4,338 | $31.5 萬 | 0.23% | +85+2.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 4,360 | $31.7 萬 | 0.04% | −63−1.4% | 減碼 |
| West Wealth Group, LLC | 4,358 | $31.7 萬 | 0.09% | +10+0.2% | 加碼 |
| Sather Financial Group Inc | 4,370 | $31.8 萬 | 0.02% | 00.0% | 不變 |
| Investment Partners Asset Management, Inc. | 4,373 | $31.8 萬 | 0.25% | +226+5.4% | 加碼 |
| Roberts Glore & Co Inc | 4,375 | $31.8 萬 | 0.10% | +370+9.2% | 加碼 |
| Portfolio Design Labs, LLC | 4,381 | $31.8 萬 | 0.07% | −448−9.3% | 減碼 |
| Claro Advisors LLC | 4,408 | $32.0 萬 | 0.04% | +1,334+43.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,433 | $32.2 萬 | 0.03% | −734−14.2% | 減碼 |
| Nelson Capital Management, LLC | 4,490 | $32.6 萬 | 0.06% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 4,493 | $32.7 萬 | 0.18% | −435−8.8% | 減碼 |
| Cherokee Insurance Co | 4,500 | $32.7 萬 | 0.14% | 00.0% | 不變 |
| ASB Consultores, LLC | 4,508 | $32.8 萬 | 0.21% | −628−12.2% | 減碼 |
| Cooper Financial Group | 4,512 | $32.8 萬 | 0.04% | +4,512 | 新進 |
| Somerset Trust Co | 4,551 | $33.1 萬 | 0.12% | +1,254+38.0% | 加碼 |
| TRUE Private Wealth Advisors | 4,556 | $33.1 萬 | 0.04% | +600+15.2% | 加碼 |
| Maxele Advisors, LLC | 4,560 | $33.2 萬 | 0.32% | −110−2.4% | 減碼 |
| Equitable Trust Co | 4,574 | $33.3 萬 | 0.02% | +471+11.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 4,604 | $33.5 萬 | 0.07% | −25,440−84.7% | 減碼 |
| Trust Point Inc. | 4,607 | $33.5 萬 | 0.03% | −8−0.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 4,610 | $33.5 萬 | 0.02% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 4,612 | $33.5 萬 | 0.13% | +10+0.2% | 加碼 |
| Caldwell Trust Co | 4,620 | $33.6 萬 | 0.04% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 4,672 | $34.0 萬 | 0.01% | +965+26.0% | 加碼 |
| Bordeaux Wealth Advisors LLC | 4,674 | $34.0 萬 | 0.06% | +66+1.4% | 加碼 |
| Prosperity Financial Group, Inc. | 4,688 | $34.1 萬 | 0.17% | +79+1.7% | 加碼 |
| Continuum Wealth Advisors, LLC | 4,700 | $34.2 萬 | 0.18% | 00.0% | 不變 |
| Berbice Capital Management LLC | 4,700 | $34.2 萬 | 0.29% | +100+2.2% | 加碼 |
| Prasad Wealth Partners, LLC | 4,715 | $34.3 萬 | 0.11% | +13+0.3% | 加碼 |
| Horizon Family Wealth, Inc. | 4,724 | $34.3 萬 | 0.23% | +467+11.0% | 加碼 |
| Salem Investment Counselors Inc | 4,716 | $34.4 萬 | 0.01% | +246+5.5% | 加碼 |
| Veracity Capital LLC | 4,732 | $34.4 萬 | 0.14% | +120+2.6% | 加碼 |
| Zhang Financial LLC | 4,737 | $34.4 萬 | 0.02% | +1,020+27.4% | 加碼 |
| Caitlin John, LLC | 4,742 | $34.5 萬 | 0.34% | −793−14.3% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 4,750 | $34.5 萬 | 0.01% | +4,530+2,059.1% | 加碼 |
| Crestmont Private Wealth LLC | 4,749 | $34.5 萬 | 0.15% | +1,435+43.3% | 加碼 |