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 |
|---|---|---|---|---|---|
| Algert Global LLC | 8,210 | $59.7 萬 | 0.01% | +4,921+149.6% | 加碼 |
| Naviter Wealth, LLC | 8,200 | $59.7 萬 | 0.07% | +102+1.3% | 加碼 |
| Woodward Diversified Capital, LLC | 8,249 | $60.0 萬 | 0.42% | +10.0% | 加碼 |
| Ridgewood Investments LLC | 8,254 | $60.0 萬 | 0.28% | +1,719+26.3% | 加碼 |
| ISAM Funds (UK) Ltd | 8,273 | $60.1 萬 | 0.30% | +8,273 | 新進 |
| Cookson Peirce & Co Inc | 8,350 | $60.7 萬 | 0.03% | +8,350 | 新進 |
| Zions Bancorporation, National Association | 8,477 | $61.6 萬 | 0.04% | +8,477 | 新進 |
| Legacy Advisors, LLC | 9,721 | $61.8 萬 | 0.07% | +926+10.5% | 加碼 |
| MIG Capital, LLC | 8,496 | $61.8 萬 | 0.08% | +8,496 | 新進 |
| Becker Capital Management Inc | 8,476 | $61.8 萬 | 0.02% | +196+2.4% | 加碼 |
| Cercano Management LLC | 8,560 | $62.2 萬 | 0.02% | 00.0% | 不變 |
| Seeds Investor LLC | 8,616 | $62.6 萬 | 0.18% | −338−3.8% | 減碼 |
| Catalyst Funds Management Pty Ltd | 8,640 | $62.8 萬 | 0.16% | −4,560−34.5% | 減碼 |
| Bridgefront Capital, LLC | 8,678 | $63.1 萬 | 0.18% | +4,644+115.1% | 加碼 |
| Truvestments Capital LLC | 8,704 | $63.3 萬 | 0.14% | +1,406+19.3% | 加碼 |
| Chatham Capital Group, Inc. | 8,735 | $63.5 萬 | 0.11% | +8,735 | 新進 |
| Everhart Financial Group, Inc. | 8,741 | $63.5 萬 | 0.09% | +8,741 | 新進 |
| Strategic Blueprint, LLC | 8,878 | $64.5 萬 | 0.04% | −912−9.3% | 減碼 |
| Tyche Wealth Partners LLC | 8,912 | $64.8 萬 | 0.14% | +997+12.6% | 加碼 |
| Sunpointe, LLC | 8,969 | $65.4 萬 | 0.35% | −55−0.6% | 減碼 |
| Laraway Financial Inc | 9,000 | $65.4 萬 | 0.52% | −100−1.1% | 減碼 |
| Caption Management, LLC | 9,000 | $65.4 萬 | 0.03% | +9,000 | 新進 |
| SC&H Financial Advisors, Inc. | 9,007 | $65.5 萬 | 0.13% | −95−1.0% | 減碼 |
| FCG Investment Co | 9,016 | $65.5 萬 | 0.41% | −7,837−46.5% | 減碼 |
| Bamco Inc | 9,019 | $65.6 萬 | 0.00% | 00.0% | 不變 |
| Perpetual Ltd | 9,077 | $66.0 萬 | 0.01% | −125−1.4% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $66.2 萬 | 0.09% | +8,981+6,908.5% | 加碼 |
| Westfuller Advisors, LLC | 9,114 | $66.5 萬 | 0.44% | +543+6.3% | 加碼 |
| Parisi Gray Wealth Management | 9,164 | $66.6 萬 | 0.22% | +814+9.7% | 加碼 |
| Sage Mountain Advisors LLC | 9,198 | $66.9 萬 | 0.05% | −6−0.1% | 減碼 |
| Optimum Investment Advisors | 9,250 | $67.2 萬 | 0.32% | −30−0.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 9,292 | $67.6 萬 | 0.03% | −7,558−44.9% | 減碼 |
| Systematic Financial Management LP | 9,300 | $67.6 萬 | 0.02% | 00.0% | 不變 |
| Seek First Inc. | 9,313 | $67.7 萬 | 0.60% | +9,313 | 新進 |
| Elyxium Wealth, LLC | 9,332 | $67.8 萬 | 0.30% | +4,662+99.8% | 加碼 |
| AlTi Global, Inc. | 9,307 | $67.9 萬 | 0.02% | −2,028−17.9% | 減碼 |
| Chilton Investment Co LLC | 9,345 | $67.9 萬 | 0.02% | +1,005+12.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 9,367 | $68.1 萬 | 0.01% | +7,367+368.4% | 加碼 |
| Global Financial Private Client, LLC | 9,421 | $68.5 萬 | 0.26% | +144+1.6% | 加碼 |
| Benchmark Investment Advisors LLC | 9,426 | $68.5 萬 | 0.44% | −8,330−46.9% | 減碼 |
| Schechter Investment Advisors, LLC | 9,444 | $68.7 萬 | 0.06% | −833−8.1% | 減碼 |
| Burford Brothers, Inc. | 9,459 | $68.8 萬 | 0.33% | +2,322+32.5% | 加碼 |
| Lindbrook Capital, LLC | 9,538 | $69.3 萬 | 0.06% | +216+2.3% | 加碼 |
| Stephens Inc | 9,603 | $69.8 萬 | 0.01% | +3,409+55.0% | 加碼 |
| Gold Investment Management Ltd. | 9,603 | $69.8 萬 | 0.30% | +1,268+15.2% | 加碼 |
| Mutual Advisors, LLC | 9,778 | $69.8 萬 | 0.02% | −700−6.7% | 減碼 |
| Fortem Financial Group, LLC | 9,624 | $70.0 萬 | 0.27% | +5,714+146.1% | 加碼 |
| Outlook Wealth Advisors, LLC | 9,656 | $70.2 萬 | 0.20% | +3,003+45.1% | 加碼 |
| Busey Wealth Management | 9,672 | $70.3 萬 | 0.02% | +417+4.5% | 加碼 |
| Meridian Wealth Management, LLC | 9,732 | $70.7 萬 | 0.03% | +130+1.4% | 加碼 |
| Y.D. More Investments Ltd | 9,750 | $70.9 萬 | 0.06% | −2,100−17.7% | 減碼 |
| Nicolet Bankshares Inc | 9,760 | $71.0 萬 | 0.14% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 9,770 | $71.0 萬 | 0.07% | +9,770 | 新進 |
| Montecito Bank & Trust | 9,791 | $71.2 萬 | 0.13% | +9,791 | 新進 |
| CFC Planning Co LLC | 9,814 | $71.3 萬 | 0.78% | +1,210+14.1% | 加碼 |
| Cim Investment Mangement Inc | 9,846 | $71.6 萬 | 0.16% | −6−0.1% | 減碼 |
| Prospera Financial Services Inc | 9,873 | $71.9 萬 | 0.02% | −707−6.7% | 減碼 |
| Security National Bank of So Dak | 9,940 | $72.3 萬 | 0.41% | +3,330+50.4% | 加碼 |
| Westpac Banking Corp | 9,984 | $72.6 萬 | 0.05% | −72,811−87.9% | 減碼 |
| Huntleigh Advisors, Inc. | 10,000 | $72.7 萬 | 0.12% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 10,009 | $72.8 萬 | 0.23% | +3,835+62.1% | 加碼 |
| SBI Securities Co., Ltd. | 10,049 | $73.1 萬 | 0.02% | +229+2.3% | 加碼 |
| Aspire Private Capital, LLC | 10,054 | $73.1 萬 | 0.18% | +10,054 | 新進 |
| GoalVest Advisory LLC | 10,070 | $73.2 萬 | 0.20% | −780−7.2% | 減碼 |
| McDonald Partners LLC | 10,105 | $73.5 萬 | 0.19% | +2,125+26.6% | 加碼 |
| Cito Capital Group, LLC | 10,100 | $73.7 萬 | 0.28% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 10,220 | $74.3 萬 | 0.04% | −530−4.9% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 10,245 | $74.5 萬 | 1.14% | +10,245 | 新進 |
| Brown Brothers Harriman & Co | 10,293 | $74.8 萬 | 0.01% | +913+9.7% | 加碼 |
| Scientech Research LLC | 10,312 | $75.0 萬 | 0.20% | +10,312 | 新進 |
| Avantax Planning Partners, Inc. | 10,412 | $75.7 萬 | 0.03% | +581+5.9% | 加碼 |
| 111 Capital | 10,584 | $76.9 萬 | 0.15% | −12,967−55.1% | 減碼 |
| Verdence Capital Advisors LLC | 10,642 | $77.4 萬 | 0.06% | +110+1.0% | 加碼 |
| Axxcess Wealth Management, LLC | 10,663 | $77.5 萬 | 0.02% | +2,753+34.8% | 加碼 |
| Zacks Investment Management | 10,694 | $77.7 萬 | 0.01% | −151−1.4% | 減碼 |
| 3Chopt Investment Partners, LLC | 10,669 | $77.8 萬 | 0.20% | +377+3.7% | 加碼 |
| Financial Advocates Investment Management | 10,746 | $78.1 萬 | 0.05% | +40.0% | 加碼 |
| Family Firm, Inc. | 10,767 | $78.3 萬 | 0.17% | +32+0.3% | 加碼 |
| Citizens Financial Group Inc | 10,749 | $78.4 萬 | 0.02% | +987+10.1% | 加碼 |
| SRN Advisors, LLC | 10,779 | $78.4 萬 | 0.88% | −300−2.7% | 減碼 |
| International Assets Investment Management, LLC | 10,780 | $78.4 萬 | 0.07% | +10,780 | 新進 |
| Nicholas Investment Partners, LP | 10,783 | $78.4 萬 | 0.08% | 00.0% | 不變 |
| Cache Advisors, LLC | 10,790 | $78.4 萬 | 0.30% | 00.0% | 不變 |
| Prakash Investment Advisors LLC | 10,800 | $78.5 萬 | 0.87% | −7,800−41.9% | 減碼 |
| Buckley Wealth Management, LLC | 10,813 | $78.6 萬 | 0.24% | +1,222+12.7% | 加碼 |
| Graypoint LLC | 10,851 | $78.9 萬 | 0.05% | +1,022+10.4% | 加碼 |
| Grant Private Wealth Management Inc | 10,960 | $79.7 萬 | 0.86% | −360−3.2% | 減碼 |
| CNB Bank | 10,983 | $79.8 萬 | 0.40% | +10,983 | 新進 |
| BSW Wealth Partners | 11,020 | $80.1 萬 | 0.12% | −91−0.8% | 減碼 |
| Aaron Wealth Advisors | 11,104 | $80.7 萬 | 0.09% | +2,318+26.4% | 加碼 |
| Crew Capital Management, Ltd. | 11,134 | $80.9 萬 | 0.66% | +64+0.6% | 加碼 |
| denkapparat Operations GmbH | 11,156 | $81.1 萬 | 0.86% | +1,518+15.8% | 加碼 |
| Willner & Heller, LLC | 11,176 | $81.2 萬 | 0.75% | +33+0.3% | 加碼 |
| Core Alternative Capital | 11,190 | $81.4 萬 | 0.20% | −270−2.4% | 減碼 |
| Clark Capital Management Group, Inc. | 11,209 | $81.5 萬 | 0.01% | +11,209 | 新進 |
| Simon Quick Advisors, LLC | 11,212 | $81.5 萬 | 0.05% | +3,100+38.2% | 加碼 |
| Nebula Research & Development LLC | 11,227 | $81.6 萬 | 0.08% | +11,227 | 新進 |
| Marietta Investment Partners LLC | 11,250 | $81.8 萬 | 0.20% | −1,180−9.5% | 減碼 |
| Orrstown Financial Services Inc | 11,279 | $82.0 萬 | 0.20% | +3,298+41.3% | 加碼 |
| Burns J W & Co Inc | 11,280 | $82.0 萬 | 0.11% | 00.0% | 不變 |