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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 15,000 | $109.0 萬 | 0.04% | 00.0% | 不變 |
| Dakota Wealth Management | 14,973 | $108.9 萬 | 0.03% | −180−1.2% | 減碼 |
| Kane Investment Management, Inc. | 14,917 | $108.4 萬 | 0.52% | +1,018+7.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 14,880 | $108.1 萬 | 0.02% | −3,549−19.3% | 減碼 |
| Trust Asset Management LLC | 14,872 | $108.1 萬 | 0.09% | −708−4.5% | 減碼 |
| Fort Point Capital Partners LLC | 14,825 | $107.8 萬 | 0.12% | −751−4.8% | 減碼 |
| Brighton Jones LLC | 14,811 | $107.7 萬 | 0.03% | +622+4.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 14,811 | $107.7 萬 | 0.44% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 14,759 | $107.3 萬 | 0.39% | +14,759 | 新進 |
| Quest Partners LLC | 14,720 | $107.0 萬 | 0.12% | +10,366+238.1% | 加碼 |
| SoundView Advisors Inc. | 14,701 | $106.8 萬 | 0.44% | +743+5.3% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 14,610 | $106.4 萬 | 0.01% | +14,610 | 新進 |
| JT Stratford LLC | 14,560 | $105.9 萬 | 0.19% | +14,560 | 新進 |
| Regal Investment Advisors LLC | 14,455 | $105.1 萬 | 0.09% | −14,023−49.2% | 減碼 |
| Concord Asset Management, LLC | 15,723 | $104.9 萬 | 0.23% | +500+3.3% | 加碼 |
| IMC-Chicago, LLC | 14,405 | $104.7 萬 | 0.04% | −49,242−77.4% | 減碼 |
| Winton Group Ltd | 14,392 | $104.6 萬 | 0.06% | −1,577−9.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,394 | $104.6 萬 | 0.15% | +14,394 | 新進 |
| Fox Run Management, L.L.C. | 14,370 | $104.5 萬 | 0.16% | −3,008−17.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 14,313 | $104.1 萬 | 0.36% | −81−0.6% | 減碼 |
| Wealth Alliance | 14,312 | $104.1 萬 | 0.13% | +300+2.1% | 加碼 |
| GTS Securities LLC | 14,311 | $104.0 萬 | 0.05% | −56,631−79.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,308 | $104.0 萬 | 0.03% | +1,161+8.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 14,290 | $103.9 萬 | 0.10% | −70−0.5% | 減碼 |
| First Commonwealth Financial Corp | 14,281 | $103.8 萬 | 0.24% | +1,148+8.7% | 加碼 |
| Fulton Bank, N.A. | 14,256 | $103.6 萬 | 0.04% | +35+0.2% | 加碼 |
| Clearstead Advisors, LLC | 14,251 | $103.6 萬 | 0.02% | −430−2.9% | 減碼 |
| Roberts Capital Advisors, LLC | 14,230 | $103.5 萬 | 0.91% | 00.0% | 不變 |
| NVWM, LLC | 14,205 | $103.3 萬 | 0.27% | +31+0.2% | 加碼 |
| McDaniel Terry & Co | 14,190 | $103.2 萬 | 0.09% | 00.0% | 不變 |
| Foster & Motley Inc | 14,058 | $102.2 萬 | 0.06% | +1,070+8.2% | 加碼 |
| Buckingham Strategic Partners | 14,012 | $101.9 萬 | 0.02% | +2,162+18.2% | 加碼 |
| Resources Investment Advisors, LLC. | 13,777 | $100.2 萬 | 0.01% | +3,153+29.7% | 加碼 |
| Jacobi Capital Management LLC | 13,708 | $99.7 萬 | 0.07% | +107+0.8% | 加碼 |
| Access Financial Services, Inc. | 13,637 | $99.1 萬 | 0.40% | +13,637 | 新進 |
| Nwam LLC | 13,623 | $99.0 萬 | 0.09% | +6,381+88.1% | 加碼 |
| Independent Financial Group, LLC | 13,619 | $99.0 萬 | 0.03% | −3,623−21.0% | 減碼 |
| Alpha Cubed Investments, LLC | 13,568 | $98.6 萬 | 0.04% | +888+7.0% | 加碼 |
| Pitcairn Co | 13,554 | $98.5 萬 | 0.06% | −470−3.4% | 減碼 |
| DSG Capital Advisors, LLC | 13,541 | $98.4 萬 | 0.20% | +6,331+87.8% | 加碼 |
| Atomi Financial Group, Inc. | 13,496 | $98.1 萬 | 0.04% | +4,447+49.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 13,440 | $97.7 萬 | 0.25% | −370−2.7% | 減碼 |
| Change Path, LLC | 13,404 | $97.5 萬 | 0.03% | −225−1.7% | 減碼 |
| Oakworth Capital, Inc. | 13,349 | $97.0 萬 | 0.07% | +279+2.1% | 加碼 |
| Fidelis Capital Partners, LLC | 13,574 | $96.9 萬 | 0.10% | +97+0.7% | 加碼 |
| Evergreen Capital Management LLC | 13,263 | $96.7 萬 | 0.03% | +5,130+63.1% | 加碼 |
| Renaissance Group LLC | 13,300 | $96.7 萬 | 0.04% | −8,277−38.4% | 減碼 |
| New Age Alpha Advisors, LLC | 13,253 | $96.3 萬 | 0.04% | +13,253 | 新進 |
| Legacy Wealth Asset Management, LLC | 13,243 | $96.3 萬 | 0.27% | +248+1.9% | 加碼 |
| Milestone Asset Management, LLC | 13,233 | $96.2 萬 | 0.21% | −63,652−82.8% | 減碼 |
| Lake Street Financial LLC | 13,175 | $95.8 萬 | 0.16% | −80−0.6% | 減碼 |
| Integrity Alliance, LLC. | 13,102 | $95.2 萬 | 0.04% | +8,412+179.4% | 加碼 |
| KCM Investment Advisors LLC | 13,059 | $94.9 萬 | 0.03% | +13,059 | 新進 |
| Clarius Group, LLC | 13,053 | $94.9 萬 | 0.06% | +3,219+32.7% | 加碼 |
| Clear Creek Financial Management, LLC | 13,024 | $94.7 萬 | 0.10% | +10+0.1% | 加碼 |
| Sunbelt Securities, Inc. | 13,018 | $94.6 萬 | 0.08% | −123−0.9% | 減碼 |
| Fayez Sarofim & Co | 13,000 | $94.5 萬 | 0.00% | 00.0% | 不變 |
| AtlasMark Financial, Inc | 13,000 | $94.5 萬 | 0.88% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,985 | $94.4 萬 | 0.16% | +3,220+33.0% | 加碼 |
| Mechanics Bank Trust Department | 12,980 | $94.4 萬 | 0.13% | −2,085−13.8% | 減碼 |
| Dale Q Rice Investment Management Ltd | 12,980 | $94.4 萬 | 0.49% | +6,490+100.0% | 加碼 |
| Fairbanks Capital Management, Inc. | 12,951 | $94.2 萬 | 0.61% | +40.0% | 加碼 |
| Advisor Resource Council | 13,366 | $94.0 萬 | 0.08% | +13,366 | 新進 |
| Cigna Investments Inc | 12,929 | $94.0 萬 | 0.18% | −297−2.2% | 減碼 |
| Brown Financial Advisors | 12,894 | $93.7 萬 | 0.39% | +720+5.9% | 加碼 |
| Choate Investment Advisors | 12,800 | $93.1 萬 | 0.02% | −202−1.6% | 減碼 |
| Daymark Wealth Partners, LLC | 12,752 | $92.7 萬 | 0.04% | −2,144−14.4% | 減碼 |
| Sagespring Wealth Partners, LLC | 12,696 | $92.3 萬 | 0.02% | +5,062+66.3% | 加碼 |
| Fiduciary Family Office, LLC | 12,664 | $92.1 萬 | 0.31% | +12,664 | 新進 |
| Sig Brokerage, LP | 12,586 | $91.5 萬 | 0.27% | +12,586 | 新進 |
| PEAK6 LLC | 12,520 | $91.0 萬 | 0.04% | +12,520 | 新進 |
| Dorsey & Whitney Trust CO LLC | 12,498 | $90.9 萬 | 0.05% | +146+1.2% | 加碼 |
| HAP Trading, LLC | 12,467 | $90.6 萬 | 0.32% | −15,755−55.8% | 減碼 |
| Chicago Capital, LLC | 12,435 | $90.4 萬 | 0.03% | +12,435 | 新進 |
| Ascent Group, LLC | 12,422 | $90.3 萬 | 0.04% | +12,422 | 新進 |
| Centennial Bank | 12,415 | $90.3 萬 | 0.43% | +12,415 | 新進 |
| Davis Selected Advisers | 12,280 | $89.3 萬 | 0.01% | 00.0% | 不變 |
| KPP Advisory Services LLC | 12,148 | $88.3 萬 | 0.17% | +1,639+15.6% | 加碼 |
| Tounjian Advisory Partners, LLC | 12,054 | $87.6 萬 | 0.16% | +12,054 | 新進 |
| ICONIQ Capital, LLC | 12,052 | $87.6 萬 | 0.02% | +2,381+24.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 12,035 | $87.5 萬 | 0.02% | +1,678+16.2% | 加碼 |
| Joel Isaacson & Co., LLC | 12,030 | $87.5 萬 | 0.04% | 00.0% | 不變 |
| Boxwood Ventures, Inc. | 11,990 | $87.4 萬 | 1.25% | 00.0% | 不變 |
| ABN AMRO Bank N.V. | 12,044 | $87.2 萬 | 0.01% | +2,994+33.1% | 加碼 |
| American State Bank (Iowa) | 12,000 | $87.2 萬 | 0.53% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 11,918 | $86.6 萬 | 0.21% | −2,229−15.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 11,899 | $86.5 萬 | 0.03% | +8,782+281.7% | 加碼 |
| Callan Family Office, LLC | 11,815 | $85.9 萬 | 0.06% | −2,307−16.3% | 減碼 |
| Gries Financial LLC | 11,762 | $85.5 萬 | 0.17% | +728+6.6% | 加碼 |
| Goodman Advisory Group, LLC | 11,731 | $85.3 萬 | 0.26% | −1,490−11.3% | 減碼 |
| Security National Bank of Sioux City Iowa | 11,716 | $85.2 萬 | 0.62% | +4,409+60.3% | 加碼 |
| Sym Financial Corp | 11,666 | $84.8 萬 | 0.10% | −414−3.4% | 減碼 |
| Alpha Family Trust | 11,500 | $83.6 萬 | 0.49% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 11,420 | $83.0 萬 | 0.35% | +290+2.6% | 加碼 |
| Abundance Wealth Counselors | 11,413 | $83.0 萬 | 0.17% | −561−4.7% | 減碼 |
| WSFS Capital Management, LLC | 11,384 | $82.8 萬 | 0.05% | −1,963−14.7% | 減碼 |
| Pathway Financial Advisers, LLC | 11,297 | $82.1 萬 | 0.28% | +1,606+16.6% | 加碼 |
| Centaurus Financial, Inc. | 11,298 | $82.1 萬 | 0.05% | +6,233+123.1% | 加碼 |
| HMV Wealth Advisors, LLC | 11,282 | $82.0 萬 | 0.65% | 00.0% | 不變 |
| Burns J W & Co Inc | 11,280 | $82.0 萬 | 0.11% | 00.0% | 不變 |