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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 4,750 | $34.5 萬 | 0.07% | +4,750 | 新進 |
| Oak Harvest Investment Services | 4,780 | $34.8 萬 | 0.05% | +4,780 | 新進 |
| Guerra Pan Advisors, LLC | 4,800 | $34.9 萬 | 0.27% | 00.0% | 不變 |
| VestGen Advisors, LLC | 4,827 | $35.1 萬 | 0.02% | +4,827 | 新進 |
| Catalyst Financial Partners LLC | 4,842 | $35.2 萬 | 0.06% | +419+9.5% | 加碼 |
| Biltmore Family Office, LLC | 4,890 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| Umb Bank N A | 4,916 | $35.7 萬 | 0.01% | +4,916 | 新進 |
| Baader Bank INC | 5,096 | $35.8 萬 | 0.04% | +826+19.3% | 加碼 |
| Costello Asset Management, INC | 4,927 | $35.8 萬 | 0.15% | +4,927 | 新進 |
| Custom Index Systems, LLC | 4,946 | $36.0 萬 | 0.18% | −3,779−43.3% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,950 | $36.0 萬 | 0.07% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 4,961 | $36.1 萬 | 0.01% | −241−4.6% | 減碼 |
| Clark Financial Services Group Inc | 4,961 | $36.1 萬 | 0.25% | +1,145+30.0% | 加碼 |
| Kaizen Financial Strategies | 4,963 | $36.1 萬 | 0.21% | −73−1.4% | 減碼 |
| Beacon Financial Group | 4,966 | $36.1 萬 | 0.04% | −465−8.6% | 減碼 |
| Bellevue Asset Management, LLC | 4,990 | $36.3 萬 | 0.20% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 5,000 | $36.4 萬 | 0.03% | −9,750−66.1% | 減碼 |
| Selway Asset Management | 5,000 | $36.4 萬 | 0.15% | 00.0% | 不變 |
| Harrell Investment Partners, LLC | 5,000 | $36.4 萬 | 0.11% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 5,000 | $36.4 萬 | 0.18% | 00.0% | 不變 |
| Americana Partners, LLC | 5,013 | $36.4 萬 | 0.01% | +1,587+46.3% | 加碼 |
| State of Wyoming | 5,017 | $36.5 萬 | 0.05% | −1,559−23.7% | 減碼 |
| Capula Management Ltd | 5,070 | $36.9 萬 | 0.00% | +2,622+107.1% | 加碼 |
| Ariadne Wealth Management, LP | 4,913 | $37.0 萬 | 0.19% | +616+14.3% | 加碼 |
| Tandem Capital Management Corp | 5,100 | $37.1 萬 | 0.21% | 00.0% | 不變 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 5,100 | $37.1 萬 | 0.17% | +5,100 | 新進 |
| Lodestar Private Asset Management LLC | 5,110 | $37.1 萬 | 0.05% | 00.0% | 不變 |
| Conservest Capital Advisors, Inc. | 5,120 | $37.2 萬 | 0.04% | 00.0% | 不變 |
| ORBA Wealth Advisors, L.L.C. | 5,120 | $37.2 萬 | 0.19% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 5,139 | $37.4 萬 | 0.01% | +490+10.5% | 加碼 |
| BankPlus Wealth Management LLC | 5,143 | $37.4 萬 | 0.27% | +214+4.3% | 加碼 |
| Chase Investment Counsel Corp | 5,148 | $37.4 萬 | 0.14% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 5,154 | $37.5 萬 | 0.01% | −110−2.1% | 減碼 |
| Lyell Wealth Management, LP | 5,170 | $37.6 萬 | 0.04% | −430−7.7% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 5,173 | $37.6 萬 | 0.09% | +1,092+26.8% | 加碼 |
| Pictet & Cie (Europe) SA | 5,176 | $37.6 萬 | 0.01% | +5,176 | 新進 |
| Pacific Point Advisors, LLC | 5,200 | $37.8 萬 | 0.21% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 5,210 | $37.9 萬 | 0.11% | +140+2.8% | 加碼 |
| Cidel Asset Management Inc | 5,224 | $38.0 萬 | 0.02% | +247+5.0% | 加碼 |
| Callan Capital, LLC | 5,271 | $38.3 萬 | 0.03% | +675+14.7% | 加碼 |
| Pensionmark Financial Group, LLC | 5,285 | $38.4 萬 | 0.01% | −513−8.8% | 減碼 |
| VeraBank, N.A. | 5,316 | $38.6 萬 | 0.11% | −166−3.0% | 減碼 |
| Quotient Wealth Partners, LLC | 5,323 | $38.7 萬 | 0.01% | +1,036+24.2% | 加碼 |
| CSS LLC | 5,334 | $38.8 萬 | 0.03% | −2,510−32.0% | 減碼 |
| West Family Investments, Inc. | 5,370 | $39.0 萬 | 0.15% | −541−9.2% | 減碼 |
| Eastern Bank | 5,380 | $39.1 萬 | 0.01% | +5,380 | 新進 |
| Guardian Wealth Advisors, LLC | 5,383 | $39.1 萬 | 0.03% | +4+0.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 5,368 | $39.1 萬 | 0.04% | +2,446+83.7% | 加碼 |
| Aft, Forsyth & Company, Inc. | 5,403 | $39.3 萬 | 0.21% | −250−4.4% | 減碼 |
| Bradley Foster & Sargent Inc | 5,408 | $39.3 萬 | 0.01% | −143−2.6% | 減碼 |
| Telos Capital Management, Inc. | 5,412 | $39.3 萬 | 0.04% | −658−10.8% | 減碼 |
| Carr Financial Group Corp | 5,420 | $39.4 萬 | 0.13% | −1,081−16.6% | 減碼 |
| David Loasby | 5,947 | $39.5 萬 | 0.04% | +1,462+32.6% | 加碼 |
| Investment Management Corp | 5,480 | $39.8 萬 | 0.36% | +5,480 | 新進 |
| Allred Capital Management, LLC | 5,489 | $39.9 萬 | 0.16% | +223+4.2% | 加碼 |
| Bahl & Gaynor Inc | 5,500 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 5,553 | $40.4 萬 | 0.09% | +1,390+33.4% | 加碼 |
| Karani Asset Management LLC | 5,566 | $40.5 萬 | 0.43% | +5,566 | 新進 |
| Falcon Wealth Planning | 5,595 | $40.7 萬 | 0.05% | +5,595 | 新進 |
| DeDora Capital, Inc. | 5,604 | $40.7 萬 | 0.12% | +189+3.5% | 加碼 |
| StoneX Group Inc. | 5,592 | $40.8 萬 | 0.02% | −14,756−72.5% | 減碼 |
| Founders Capital Management, LLC | 5,609 | $40.8 萬 | 0.08% | +5,609 | 新進 |
| Essex Financial Services, Inc. | 5,615 | $40.8 萬 | 0.03% | +72+1.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,636 | $41.0 萬 | 0.07% | +594+11.8% | 加碼 |
| Chilton Capital Management LLC | 5,670 | $41.2 萬 | 0.02% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 5,688 | $41.4 萬 | 0.01% | −86,515−93.8% | 減碼 |
| Keynote Financial Services LLC | 5,723 | $41.6 萬 | 0.30% | +20.0% | 加碼 |
| Eqis Capital Management, Inc. | 5,724 | $41.6 萬 | 0.03% | −520−8.3% | 減碼 |
| Massmutual Trust Co FSB | 5,736 | $41.7 萬 | 0.01% | +1,638+40.0% | 加碼 |
| BOS Asset Management, LLC | 5,750 | $41.8 萬 | 0.14% | 00.0% | 不變 |
| CFM Wealth Partners LLC | 5,750 | $41.8 萬 | 0.07% | +5,750 | 新進 |
| Saxon Interests, Inc. | 5,771 | $42.0 萬 | 0.20% | +2,401+71.2% | 加碼 |
| World Equity Group, Inc. | 5,790 | $42.1 萬 | 0.12% | −7,990−58.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,795 | $42.1 萬 | 0.02% | −95−1.6% | 減碼 |
| NBC Securities, Inc. | 5,814 | $42.2 萬 | 0.04% | +5,813+581,300.0% | 加碼 |
| Global Trust Asset Management, LLC | 5,833 | $42.4 萬 | 0.26% | −817−12.3% | 減碼 |
| Planning Alternatives Ltd | 5,850 | $42.5 萬 | 0.07% | 00.0% | 不變 |
| Hancock Whitney Corp | 5,878 | $42.7 萬 | 0.01% | −58−1.0% | 減碼 |
| AdvisorShares Investments LLC | 5,880 | $42.8 萬 | 0.08% | +5,880 | 新進 |
| Delta Financial Group, Inc. | 5,501 | $42.9 萬 | 0.10% | +111+2.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 5,902 | $42.9 萬 | 0.01% | +289+5.1% | 加碼 |
| Everett Harris & Co | 5,910 | $43.0 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 5,916 | $43.0 萬 | 0.02% | +1,685+39.8% | 加碼 |
| Forum Financial Management, LP | 5,928 | $43.1 萬 | 0.01% | +511+9.4% | 加碼 |
| Manchester Capital Management LLC | 5,946 | $43.2 萬 | 0.05% | +323+5.7% | 加碼 |
| Equitable Holdings, Inc. | 5,969 | $43.4 萬 | 0.00% | +2,187+57.8% | 加碼 |
| Legal Advantage Investments, Inc. | 5,973 | $43.4 萬 | 0.23% | 00.0% | 不變 |
| Quent Capital, LLC | 6,049 | $44.0 萬 | 0.05% | +373+6.6% | 加碼 |
| Shepherd Financial Partners LLC | 6,072 | $44.1 萬 | 0.05% | +266+4.6% | 加碼 |
| Holderness Investments Co | 6,081 | $44.2 萬 | 0.10% | 00.0% | 不變 |
| Sciencast Management LP | 6,121 | $44.5 萬 | 0.10% | −35,340−85.2% | 減碼 |
| Watershed Private Wealth LLC | 6,160 | $44.8 萬 | 0.18% | 00.0% | 不變 |
| New England Research & Management, Inc. | 6,167 | $44.8 萬 | 0.23% | −11,083−64.2% | 減碼 |
| Keystone Financial Group | 6,114 | $44.9 萬 | 0.05% | +200+3.4% | 加碼 |
| Haverford Trust Co | 6,202 | $45.1 萬 | 0.00% | +852+15.9% | 加碼 |
| Insigneo Advisory Services, LLC | 6,213 | $45.2 萬 | 0.05% | +315+5.3% | 加碼 |
| Two Sigma Securities, LLC | 6,224 | $45.2 萬 | 0.07% | +6,224 | 新進 |
| Versant Capital Management, Inc | 6,267 | $45.6 萬 | 0.08% | +4,069+185.1% | 加碼 |
| TD Private Client Wealth LLC | 6,285 | $45.7 萬 | 0.01% | +743+13.4% | 加碼 |
| CVA Family Office, LLC | 6,286 | $45.7 萬 | 0.07% | −145−2.3% | 減碼 |