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 |
|---|---|---|---|---|---|
| Himension Fund | 107,931 | $784.7 萬 | 0.67% | −4,414−3.9% | 減碼 |
| Laffer Tengler Investments | 107,307 | $780.1 萬 | 1.66% | +1,074+1.0% | 加碼 |
| Viking Fund Management LLC | 107,000 | $777.9 萬 | 1.12% | 00.0% | 不變 |
| GAM Holding AG | 106,695 | $775.7 萬 | 0.60% | +25,664+31.7% | 加碼 |
| Insight Wealth Strategies, LLC | 105,771 | $769.0 萬 | 1.04% | +2,068+2.0% | 加碼 |
| Brevan Howard Capital Management LP | 105,410 | $766.3 萬 | 0.21% | −22,343−17.5% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 104,972 | $763.1 萬 | 0.77% | +3,477+3.4% | 加碼 |
| Systematic Alpha Investments, LLC | 104,380 | $758.8 萬 | 0.29% | −10.0% | 減碼 |
| LMCG Investments, LLC | 103,267 | $750.8 萬 | 0.50% | −15,133−12.8% | 減碼 |
| Jackson Wealth Management, LLC | 103,053 | $749.2 萬 | 0.91% | +2,691+2.7% | 加碼 |
| D.A. Davidson & Co. | 103,002 | $748.8 萬 | 0.06% | +6,848+7.1% | 加碼 |
| Mizuho Securities USA LLC | 102,783 | $747.2 萬 | 0.16% | −19,166−15.7% | 減碼 |
| Norinchukin Bank, The | 101,729 | $739.6 萬 | 0.14% | +30,894+43.6% | 加碼 |
| Groupama Asset Managment | 101,806 | $739.2 萬 | 0.15% | −13,315−11.6% | 減碼 |
| Baldwin Investment Management, LLC | 101,407 | $737.2 萬 | 0.89% | −1,635−1.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 101,043 | $734.6 萬 | 0.11% | −7,660−7.0% | 減碼 |
| Engineers Gate Manager LP | 100,498 | $730.6 萬 | 0.12% | −238,175−70.3% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 100,252 | $728.8 萬 | 0.31% | +82,123+453.0% | 加碼 |
| Violich Capital Management, Inc. | 100,250 | $728.8 萬 | 0.98% | +250+0.3% | 加碼 |
| Fiduciary Trust Co | 99,915 | $726.4 萬 | 0.10% | +170+0.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 99,291 | $721.8 萬 | 0.07% | +2,623+2.7% | 加碼 |
| Thrivent Financial for Lutherans | 96,977 | $721.7 萬 | 0.02% | −144−0.1% | 減碼 |
| Fusion Capital, LLC | 98,038 | $712.7 萬 | 2.72% | +223+0.2% | 加碼 |
| GWM Advisors LLC | 97,867 | $711.5 萬 | 0.04% | +14,440+17.3% | 加碼 |
| Advisors Capital Management, LLC | 97,570 | $709.3 萬 | 0.11% | +60,622+164.1% | 加碼 |
| MML Investors Services, LLC | 97,517 | $709.0 萬 | 0.02% | +17,591+22.0% | 加碼 |
| Cullinan Associates Inc | 97,000 | $705.2 萬 | 0.50% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 96,685 | $702.9 萬 | 0.29% | +29,324+43.5% | 加碼 |
| King Luther Capital Management Corp | 96,653 | $702.7 萬 | 0.03% | −7,417−7.1% | 減碼 |
| Vinva Investment Management Ltd | 96,568 | $701.2 萬 | 0.29% | −4,588−4.5% | 減碼 |
| Science & Technology Partners, L.P. | 96,050 | $698.3 萬 | 2.77% | +96,050 | 新進 |
| LSV Asset Management | 95,960 | $697.6 萬 | 0.02% | +68,080+244.2% | 加碼 |
| Seizert Capital Partners, LLC | 95,886 | $697.1 萬 | 0.32% | −334−0.3% | 減碼 |
| Graham Capital Management, L.P. | 95,093 | $691.3 萬 | 0.22% | +82,925+681.5% | 加碼 |
| Socorro Asset Management LP | 94,305 | $685.6 萬 | 2.37% | +3,864+4.3% | 加碼 |
| National Asset Management, Inc. | 93,872 | $682.5 萬 | 0.21% | +6,976+8.0% | 加碼 |
| Taylor Hoffman Capital Management LLC | 92,770 | $675.6 萬 | 2.50% | +970+1.1% | 加碼 |
| TownSquare Capital, LLC | 90,326 | $656.7 萬 | 0.07% | +10,539+13.2% | 加碼 |
| Professional Advisory Services Inc | 89,989 | $654.2 萬 | 0.92% | +89,989 | 新進 |
| McBroom & Associates, LLC | 89,295 | $649.2 萬 | 3.71% | +1,743+2.0% | 加碼 |
| Gotham Asset Management, LLC | 89,207 | $648.5 萬 | 0.05% | −81,376−47.7% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 88,136 | $640.7 萬 | 0.68% | +2,104+2.4% | 加碼 |
| Financial Partners Group, LLC | 87,900 | $639.0 萬 | 2.77% | 00.0% | 不變 |
| Kentucky Retirement Systems | 87,792 | $638.2 萬 | 0.19% | +87,792 | 新進 |
| Harber Asset Management LLC | 87,750 | $637.9 萬 | 2.27% | +87,750 | 新進 |
| Glenview Trust Co | 87,311 | $634.8 萬 | 0.12% | +87,311 | 新進 |
| Carret Asset Management, LLC | 85,990 | $625.1 萬 | 0.71% | −455−0.5% | 減碼 |
| PKO Investment Management Joint-Stock Co | 85,927 | $624.7 萬 | 0.71% | −14,073−14.1% | 減碼 |
| Illinois Municipal Retirement Fund | 85,570 | $622.1 萬 | 0.09% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 84,574 | $615.8 萬 | 0.18% | −20,630−19.6% | 減碼 |
| Central Bank & Trust Co | 84,284 | $612.7 萬 | 1.02% | +84,284 | 新進 |
| Modera Wealth Management, LLC | 84,058 | $611.1 萬 | 0.08% | −3,120−3.6% | 減碼 |
| Fred Alger Management, LLC | 83,071 | $605.9 萬 | 0.03% | +7,721+10.2% | 加碼 |
| Capstone Investment Advisors, LLC | 83,289 | $605.5 萬 | 0.06% | −88,543−51.5% | 減碼 |
| KWMG, LLC | 83,239 | $605.1 萬 | 0.62% | +83,239 | 新進 |
| Heron Bay Capital Management | 82,735 | $601.5 萬 | 1.26% | −1,795−2.1% | 減碼 |
| Rench Wealth Management, Inc. | 82,654 | $600.9 萬 | 2.07% | +1,084+1.3% | 加碼 |
| Aviance Capital Partners, LLC | 82,403 | $599.1 萬 | 0.84% | −15,166−15.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 82,345 | $598.6 萬 | 0.89% | +9,251+12.7% | 加碼 |
| Savoie Capital LLC | 82,800 | $598.1 萬 | 0.71% | 00.0% | 不變 |
| Sitrin Capital Management LLC | 81,743 | $596.1 萬 | 3.22% | +605+0.7% | 加碼 |
| Coldstream Capital Management Inc | 81,478 | $592.3 萬 | 0.13% | +2,074+2.6% | 加碼 |
| Naples Global Advisors, LLC | 80,441 | $586.6 萬 | 0.56% | −422−0.5% | 減碼 |
| United Capital Financial Advisers, LLC | 79,139 | $575.3 萬 | 0.05% | +5,959+8.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 78,650 | $573.2 萬 | 0.32% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 78,341 | $571.3 萬 | 0.54% | +658+0.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 78,274 | $570.8 萬 | 0.22% | +3,019+4.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 78,181 | $569.4 萬 | 0.07% | +11,502+17.2% | 加碼 |
| Hartford Investment Management Co | 78,299 | $569.2 萬 | 0.20% | −1,196−1.5% | 減碼 |
| Twinbeech Capital LP | 77,959 | $566.8 萬 | 0.10% | −618,250−88.8% | 減碼 |
| GDS Wealth Management | 77,285 | $561.9 萬 | 0.48% | +29,758+62.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 76,570 | $556.7 萬 | 0.06% | +10,562+16.0% | 加碼 |
| Amica Mutual Insurance Co | 75,476 | $548.7 萬 | 0.60% | +10,016+15.3% | 加碼 |
| Sienna Gestion | 77,529 | $547.9 萬 | 0.45% | −9,941−11.4% | 減碼 |
| Guinness Atkinson Asset Management Inc | 74,920 | $544.7 萬 | 3.03% | −3,635−4.6% | 減碼 |
| Fulcrum Capital LLC | 74,088 | $538.6 萬 | 1.19% | +74,088 | 新進 |
| Institute for Wealth Management, LLC. | 73,713 | $535.9 萬 | 0.69% | +73,713 | 新進 |
| Gulf International Bank (UK) Ltd | 73,560 | $534.7 萬 | 0.18% | −27,661−27.3% | 減碼 |
| Sava Infond d.o.o. | 73,000 | $530.7 萬 | 1.01% | +11,800+19.3% | 加碼 |
| Bayesian Capital Management, LP | 72,348 | $526.0 萬 | 0.87% | +72,348 | 新進 |
| Voleon Capital Management LP | 71,678 | $521.1 萬 | 0.41% | −52,856−42.4% | 減碼 |
| Jupiter Asset Management Ltd | 71,491 | $519.7 萬 | 0.05% | +71,491 | 新進 |
| Motley Fool Asset Management LLC | 71,339 | $518.6 萬 | 0.29% | +10,140+16.6% | 加碼 |
| Allworth Financial LP | 73,107 | $518.3 萬 | 0.03% | +28,329+63.3% | 加碼 |
| Atria Investments LLC | 71,024 | $516.3 萬 | 0.07% | +14,032+24.6% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 70,184 | $510.2 萬 | 0.66% | −291−0.4% | 減碼 |
| Meridiem Capital Partners LP | 68,676 | $499.3 萬 | 0.55% | −232,264−77.2% | 減碼 |
| MAI Capital Management | 68,668 | $499.2 萬 | 0.04% | +4,944+7.8% | 加碼 |
| CCM Investment Group, LLC | 68,739 | $499.1 萬 | 0.53% | −6,383−8.5% | 減碼 |
| Commerce Bank | 68,161 | $495.5 萬 | 0.03% | −6,329−8.5% | 減碼 |
| Securian Asset Management, Inc | 67,997 | $494.3 萬 | 0.15% | +67,997 | 新進 |
| Foundations Investment Advisors, LLC | 67,836 | $493.2 萬 | 0.09% | −3,150−4.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 67,647 | $491.8 萬 | 0.04% | +4,569+7.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 67,597 | $491.4 萬 | 0.14% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 67,327 | $489.5 萬 | 0.04% | −1,744−2.5% | 減碼 |
| CWM, LLC | 66,123 | $480.7 萬 | 0.02% | +16,028+32.0% | 加碼 |
| Caisse des Depots Et Consignations | 66,118 | $480.7 萬 | 0.23% | 00.0% | 不變 |
| Metis Global Partners, LLC | 65,691 | $477.6 萬 | 0.13% | +4,054+6.6% | 加碼 |
| Advisors Asset Management, Inc. | 64,870 | $471.6 萬 | 0.09% | +18,566+40.1% | 加碼 |
| Marshall & Sullivan Inc | 64,622 | $469.8 萬 | 2.38% | −1,497−2.3% | 減碼 |