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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 6,279 | $45.8 萬 | 0.04% | +3,409+118.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,316 | $45.9 萬 | 0.08% | +1,276+25.3% | 加碼 |
| Meridian Investment Counsel Inc. | 6,320 | $45.9 萬 | 0.14% | −400−6.0% | 減碼 |
| First Affirmative Financial Network | 6,327 | $46.0 萬 | 0.28% | −176−2.7% | 減碼 |
| Wealth Group, Ltd. | 6,350 | $46.2 萬 | 0.30% | −700−9.9% | 減碼 |
| Lifeworks Advisors, LLC | 6,372 | $46.3 萬 | 0.08% | −18,035−73.9% | 減碼 |
| Parkside Financial Bank & Trust | 6,378 | $46.4 萬 | 0.06% | +273+4.5% | 加碼 |
| Persium Advisors, LLC | 6,408 | $46.6 萬 | 0.44% | +6,408 | 新進 |
| Jamison Private Wealth Management, Inc. | 6,408 | $46.6 萬 | 0.07% | +784+13.9% | 加碼 |
| Net Worth Advisory Group | 6,419 | $46.7 萬 | 0.15% | +86+1.4% | 加碼 |
| Private Trust Co NA | 6,441 | $46.8 萬 | 0.05% | +1,010+18.6% | 加碼 |
| Transatlantique Private Wealth LLC | 6,444 | $46.8 萬 | 0.19% | −470−6.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 6,447 | $46.9 萬 | 0.02% | +467+7.8% | 加碼 |
| Alta Advisers Ltd | 6,480 | $47.1 萬 | 0.20% | +2,200+51.4% | 加碼 |
| Madison Wealth Partners, Inc | 6,499 | $47.2 萬 | 0.12% | +17+0.3% | 加碼 |
| Financial Advisors, LLC | 6,500 | $47.3 萬 | 0.09% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 6,513 | $47.3 萬 | 0.12% | +346+5.6% | 加碼 |
| Advisory Resource Group | 6,532 | $47.5 萬 | 0.10% | −8−0.1% | 減碼 |
| Keyvantage Wealth, LLC | 6,550 | $47.6 萬 | 0.23% | −414−5.9% | 減碼 |
| Burr Financial Services, LLC | 6,550 | $47.6 萬 | 0.37% | +6,550 | 新進 |
| Legacy Edge Advisors, LLC | 6,551 | $47.6 萬 | 0.07% | +26+0.4% | 加碼 |
| American National Bank | 6,584 | $47.9 萬 | 0.05% | −5,264−44.4% | 減碼 |
| BNP Paribas | 6,593 | $47.9 萬 | 0.02% | +8+0.1% | 加碼 |
| Strategic Investment Advisors | 6,612 | $48.1 萬 | 0.05% | +6,612 | 新進 |
| AdvisorNet Financial, Inc | 6,616 | $48.1 萬 | 0.04% | −20.0% | 減碼 |
| Valley Brook Capital Group | 6,630 | $48.2 萬 | 0.38% | +1,880+39.6% | 加碼 |
| Readystate Asset Management LP | 6,639 | $48.3 萬 | 0.02% | +2,935+79.2% | 加碼 |
| SCS Capital Management LLC | 6,638 | $48.3 萬 | 0.01% | +6,638 | 新進 |
| LJI Wealth Management, LLC | 6,646 | $48.3 萬 | 0.10% | +10.0% | 加碼 |
| Resonant Capital Advisors, LLC | 6,636 | $48.4 萬 | 0.03% | +1,377+26.2% | 加碼 |
| Midwest Financial Group LLC | 6,675 | $48.5 萬 | 0.28% | −300−4.3% | 減碼 |
| Journey Strategic Wealth LLC | 6,679 | $48.6 萬 | 0.02% | +710+11.9% | 加碼 |
| Spire Wealth Management | 6,716 | $48.8 萬 | 0.02% | +1,511+29.0% | 加碼 |
| Angeles Wealth Management, LLC | 6,727 | $48.9 萬 | 0.04% | +227+3.5% | 加碼 |
| Teza Capital Management LLC | 6,732 | $48.9 萬 | 0.22% | +6,732 | 新進 |
| Investment Counsel Co of Nevada | 6,742 | $49.0 萬 | 1.11% | +6,742 | 新進 |
| Moran Wealth Management, LLC | 6,746 | $49.0 萬 | 0.02% | +6,746 | 新進 |
| Kovack Advisors, Inc. | 6,764 | $49.2 萬 | 0.05% | +344+5.4% | 加碼 |
| Amica Retiree Medical Trust | 6,772 | $49.2 萬 | 0.75% | −346−4.9% | 減碼 |
| Advisor OS, LLC | 6,799 | $49.4 萬 | 0.06% | +6,799 | 新進 |
| Keel Point, LLC | 6,821 | $49.6 萬 | 0.04% | +1,438+26.7% | 加碼 |
| Janney Capital Management LLC | 6,817 | $49.6 萬 | 0.03% | −280−3.9% | 減碼 |
| PFG Investments, LLC | 6,838 | $49.7 萬 | 0.03% | −1,392−16.9% | 減碼 |
| OneAscent Financial Services LLC | 6,864 | $50.0 萬 | 0.03% | +6,864 | 新進 |
| Physicians Financial Services, Inc. | 6,930 | $50.4 萬 | 0.16% | −100−1.4% | 減碼 |
| Pallas Capital Advisors LLC | 6,935 | $50.4 萬 | 0.02% | +6,935 | 新進 |
| WD Rutherford LLC | 7,373 | $50.5 萬 | 0.27% | −2,351−24.2% | 減碼 |
| Ifrah Financial Services, Inc. | 6,992 | $50.8 萬 | 0.15% | −372−5.1% | 減碼 |
| Hardy Reed LLC | 6,997 | $50.9 萬 | 0.04% | +111+1.6% | 加碼 |
| Shufro Rose & Co LLC | 7,000 | $50.9 萬 | 0.04% | 00.0% | 不變 |
| Darden Wealth Group Inc | 7,020 | $51.0 萬 | 0.40% | −670−8.7% | 減碼 |
| Transce3nd, LLC | 7,125 | $51.2 萬 | 0.23% | +125+1.8% | 加碼 |
| Summit Financial, LLC | 7,042 | $51.2 萬 | 0.01% | −1,123−13.8% | 減碼 |
| Kestra Investment Management, LLC | 7,054 | $51.3 萬 | 0.02% | −2,974−29.7% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 7,075 | $51.4 萬 | 0.01% | +535+8.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 7,091 | $51.6 萬 | 0.26% | +7,091 | 新進 |
| GeoWealth Management, LLC | 7,142 | $51.9 萬 | 0.02% | +719+11.2% | 加碼 |
| Perennial Investment Advisors, LLC | 7,178 | $52.2 萬 | 0.06% | −702−8.9% | 減碼 |
| Evoke Wealth, LLC | 7,197 | $52.5 萬 | 0.01% | +7,197 | 新進 |
| Peapack Gladstone Financial Corp | 7,270 | $52.9 萬 | 0.01% | −1,324−15.4% | 減碼 |
| Maridea Wealth Management LLC | 7,293 | $53.0 萬 | 0.17% | +1,780+32.3% | 加碼 |
| Silver Coast Investments LLC | 7,295 | $53.0 萬 | 0.20% | +1,565+27.3% | 加碼 |
| PDS Planning, Inc | 7,327 | $53.3 萬 | 0.04% | +637+9.5% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,336 | $53.5 萬 | 0.23% | −189−2.5% | 減碼 |
| Optas, LLC | 7,439 | $54.1 萬 | 0.09% | +1,447+24.1% | 加碼 |
| Davis Investment Partners, LLC | 8,000 | $54.3 萬 | 0.24% | 00.0% | 不變 |
| Root Financial Partners, LLC | 7,471 | $54.3 萬 | 0.06% | −3,837−33.9% | 減碼 |
| Paladin Wealth, LLC | 7,489 | $54.4 萬 | 0.49% | +289+4.0% | 加碼 |
| DCF Advisers, LLC | 7,500 | $54.5 萬 | 0.29% | 00.0% | 不變 |
| Avestar Capital, LLC | 7,535 | $54.9 萬 | 0.05% | −701−8.5% | 減碼 |
| First Manhattan Co | 7,551 | $55.1 萬 | 0.00% | −290−3.7% | 減碼 |
| Forte Capital LLC | 7,575 | $55.1 萬 | 0.07% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 7,580 | $55.1 萬 | 0.10% | −3,720−32.9% | 減碼 |
| Regatta Capital Group, LLC | 7,596 | $55.2 萬 | 0.11% | −545−6.7% | 減碼 |
| La Banque Postale Asset Management SA | 7,660 | $55.7 萬 | 0.01% | −52,636−87.3% | 減碼 |
| Westside Investment Management, Inc. | 7,670 | $55.8 萬 | 0.12% | 00.0% | 不變 |
| RFG Advisory, LLC | 7,693 | $55.9 萬 | 0.02% | +7,693 | 新進 |
| Herold Advisors, Inc. | 7,722 | $56.1 萬 | 0.12% | −3,291−29.9% | 減碼 |
| Allium Financial Advisors, LLC | 7,780 | $56.6 萬 | 0.52% | +7,780 | 新進 |
| Affinity Investment Advisors, LLC | 7,789 | $56.6 萬 | 0.46% | −111−1.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 7,823 | $56.9 萬 | 0.02% | +163+2.1% | 加碼 |
| Centiva Capital, LP | 7,846 | $57.0 萬 | 0.03% | +5,838+290.7% | 加碼 |
| Pathway Financial Advisors LLC | 7,850 | $57.1 萬 | 0.10% | 00.0% | 不變 |
| Ridgeline Wealth Planning, LLC | 7,899 | $57.4 萬 | 0.56% | +105+1.3% | 加碼 |
| Warren Averett Asset Management, LLC | 7,933 | $57.7 萬 | 0.01% | +680+9.4% | 加碼 |
| Prelude Capital Management, LLC | 7,956 | $57.8 萬 | 0.06% | +502+6.7% | 加碼 |
| Westover Capital Advisors, LLC | 8,000 | $58.2 萬 | 0.13% | 00.0% | 不變 |
| Cypress Capital Advisors, LLC | 8,010 | $58.2 萬 | 0.40% | +8,010 | 新進 |
| DGS Capital Management, LLC | 8,039 | $58.4 萬 | 0.15% | +2,986+59.1% | 加碼 |
| May Hill Capital, LLC | 8,050 | $58.5 萬 | 0.22% | +320+4.1% | 加碼 |
| Thomasville National Bank | 8,060 | $58.6 萬 | 0.04% | −120−1.5% | 減碼 |
| Transcend Wealth Collective, LLC | 8,065 | $58.6 萬 | 0.04% | +182+2.3% | 加碼 |
| Capital Performance Advisors LLP | 8,074 | $58.7 萬 | 0.13% | +1,857+29.9% | 加碼 |
| Personal Cfo Solutions, LLC | 8,078 | $58.7 萬 | 0.12% | +5+0.1% | 加碼 |
| Kirtland Hills Capital Management, LLC | 9,225 | $58.8 萬 | 0.36% | +1,437+18.5% | 加碼 |
| Red Door Wealth Management, LLC | 8,179 | $59.5 萬 | 0.09% | +24+0.3% | 加碼 |
| Birinyi Associates Inc | 8,185 | $59.5 萬 | 0.19% | +1,185+16.9% | 加碼 |
| Values First Advisors, Inc. | 8,199 | $59.6 萬 | 0.35% | −302−3.6% | 減碼 |
| Creekmur Asset Management LLC | 8,200 | $59.6 萬 | 0.12% | +8,100+8,100.0% | 加碼 |
| Rehmann Capital Advisory Group | 8,209 | $59.7 萬 | 0.04% | −219−2.6% | 減碼 |