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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 63,487 | $461.6 萬 | 0.17% | +6,096+10.6% | 加碼 |
| Means Investment Co., Inc. | 63,445 | $461.2 萬 | 0.49% | −69,256−52.2% | 減碼 |
| Intact Investment Management Inc. | 63,400 | $460.9 萬 | 0.16% | −1,000−1.6% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 63,250 | $459.8 萬 | 0.59% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 62,794 | $456.5 萬 | 0.41% | +829+1.3% | 加碼 |
| Norden Group LLC | 62,149 | $451.8 萬 | 0.52% | +2,652+4.5% | 加碼 |
| Whittier Trust Co | 61,636 | $448.1 萬 | 0.06% | −1,183−1.9% | 減碼 |
| Fort Sheridan Advisors LLC | 61,046 | $443.8 萬 | 0.67% | −172−0.3% | 減碼 |
| Private Advisor Group, LLC | 60,701 | $441.3 萬 | 0.03% | +5,664+10.3% | 加碼 |
| Conning Inc. | 60,613 | $440.7 萬 | 0.15% | −7,443−10.9% | 減碼 |
| Marco Investment Management LLC | 60,270 | $438.2 萬 | 0.41% | −40,000−39.9% | 減碼 |
| River Wealth Advisors LLC | 60,171 | $437.4 萬 | 0.61% | −4,304−6.7% | 減碼 |
| Siemens Fonds Invest GmbH | 60,125 | $437.1 萬 | 0.30% | +60,125 | 新進 |
| New Mexico Educational Retirement Board | 60,130 | $437.1 萬 | 0.16% | −2,000−3.2% | 減碼 |
| Maryland State Retirement & Pension System | 60,111 | $437.0 萬 | 0.10% | −8,787−12.8% | 減碼 |
| F/M Investments LLC | 59,809 | $434.8 萬 | 0.17% | +59,809 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 59,717 | $434.1 萬 | 0.25% | +16,723+38.9% | 加碼 |
| E Fund Management Co., Ltd. | 59,713 | $434.1 萬 | 0.21% | +17,779+42.4% | 加碼 |
| Bailard, Inc. | 59,663 | $433.8 萬 | 0.11% | −1,224−2.0% | 減碼 |
| Occudo Quantitative Strategies LP | 59,520 | $432.2 萬 | 0.57% | +7,559+14.5% | 加碼 |
| Fisher Funds Management LTD | 59,370 | $431.6 萬 | 0.10% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 60,205 | $426.9 萬 | 0.32% | +8,719+16.9% | 加碼 |
| Johnson Financial Group, Inc. | 58,523 | $426.8 萬 | 0.21% | −1,001−1.7% | 減碼 |
| Brinker Capital Investments, LLC | 58,104 | $422.4 萬 | 0.04% | +5,096+9.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 58,104 | $422.4 萬 | 0.04% | +5,096+9.6% | 加碼 |
| American Trust Investment Advisors, LLC | 57,997 | $421.6 萬 | 1.76% | +970+1.7% | 加碼 |
| Joseph Group Capital Management | 57,517 | $418.1 萬 | 1.60% | +6,981+13.8% | 加碼 |
| Omers Administration Corp | 57,394 | $417.3 萬 | 0.04% | −18,900−24.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 57,217 | $416.0 萬 | 0.18% | +8,294+17.0% | 加碼 |
| Investment Management Corp of Ontario | 57,083 | $415.0 萬 | 0.08% | +57,083 | 新進 |
| Bowie Capital Management, LLC | 56,880 | $413.5 萬 | 0.21% | +56,880 | 新進 |
| Banque Cantonale Vaudoise | 56,828 | $413.2 萬 | 0.18% | +56,828 | 新進 |
| E. Ohman J:or Asset Management AB | 56,450 | $410.4 萬 | 0.11% | −2,500−4.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 56,397 | $410.1 萬 | 0.00% | −90,883−61.7% | 減碼 |
| Shell Asset Management Co | 56,403 | $410.0 萬 | 0.19% | −4,544−7.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 56,390 | $410.0 萬 | 0.37% | −800−1.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 56,032 | $407.3 萬 | 0.68% | −8,905−13.7% | 減碼 |
| Park Avenue Securities LLC | 56,015 | $407.2 萬 | 0.05% | +3,085+5.8% | 加碼 |
| Cornerstone Advisors, LLC | 56,000 | $407.1 萬 | 0.18% | 00.0% | 不變 |
| Nutshell Asset Management Ltd | 56,000 | $407.1 萬 | 2.12% | +56,000 | 新進 |
| Charter Trust Co | 55,747 | $405.3 萬 | 0.27% | +55,747 | 新進 |
| Kingsview Wealth Management, LLC | 55,267 | $401.8 萬 | 0.08% | −1,015−1.8% | 減碼 |
| Exchange Traded Concepts, LLC | 55,140 | $400.9 萬 | 0.07% | −654−1.2% | 減碼 |
| Greenleaf Trust | 55,108 | $400.6 萬 | 0.04% | +1,196+2.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 54,652 | $397.3 萬 | 0.11% | +54,652 | 新進 |
| Morton Community Bank | 54,300 | $394.8 萬 | 1.03% | −905−1.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 54,247 | $394.4 萬 | 0.14% | +773+1.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 54,106 | $393.4 萬 | 0.12% | −111,375−67.3% | 減碼 |
| Argent Trust Co | 54,090 | $393.2 萬 | 0.16% | +704+1.3% | 加碼 |
| Blair William & Co | 53,832 | $391.4 萬 | 0.01% | −10,280−16.0% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 47,972 | $387.6 萬 | 0.21% | +47,972 | 新進 |
| NorthCrest Asset Manangement, LLC | 52,925 | $384.8 萬 | 0.12% | −538−1.0% | 減碼 |
| Ballentine Partners, LLC | 52,894 | $384.5 萬 | 0.07% | +5,192+10.9% | 加碼 |
| Nikulski Financial, Inc. | 52,724 | $383.3 萬 | 1.16% | +551+1.1% | 加碼 |
| Mission Wealth Management, LP | 52,539 | $382.0 萬 | 0.10% | +796+1.5% | 加碼 |
| Bristlecone Advisors, LLC | 52,453 | $381.3 萬 | 0.31% | −877−1.6% | 減碼 |
| Silvant Capital Management LLC | 52,364 | $380.7 萬 | 0.18% | 00.0% | 不變 |
| Roanoke Asset Management Corp | 52,170 | $379.3 萬 | 1.30% | 00.0% | 不變 |
| Kempen Capital Management N.V. | 51,927 | $377.5 萬 | 0.04% | +1,650+3.3% | 加碼 |
| Point72 Europe (London) LLP | 51,500 | $374.4 萬 | 0.26% | −48,700−48.6% | 減碼 |
| Midwest Professional Planners, LTD. | 51,493 | $374.4 萬 | 1.16% | −562−1.1% | 減碼 |
| Rodgers Brothers Inc. | 51,400 | $373.7 萬 | 0.50% | −1,000−1.9% | 減碼 |
| Bokf, NA | 51,289 | $372.9 萬 | 0.07% | −19,371−27.4% | 減碼 |
| Sterling Capital Management LLC | 51,017 | $370.9 萬 | 0.06% | −44,787−46.7% | 減碼 |
| JB Capital LLC | 50,345 | $366.0 萬 | 0.20% | +50,345 | 新進 |
| Crown Advisors Management, Inc. | 50,000 | $363.5 萬 | 3.20% | 00.0% | 不變 |
| Valliance Asset Management Ltd | 50,000 | $363.5 萬 | 13.77% | +50,000 | 新進 |
| Plato Investment Management Ltd | 49,343 | $362.6 萬 | 0.31% | −5,342−9.8% | 減碼 |
| Stiles Financial Services Inc | 49,666 | $361.1 萬 | 1.39% | +2,096+4.4% | 加碼 |
| Aptus Capital Advisors, LLC | 49,639 | $360.9 萬 | 0.04% | +11,269+29.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 49,505 | $360.7 萬 | 0.34% | +10,565+27.1% | 加碼 |
| Azzad Asset Management Inc | 49,527 | $360.1 萬 | 0.42% | +49,527 | 新進 |
| Lathrop Investment Management Corp | 49,351 | $358.8 萬 | 0.71% | −4,879−9.0% | 減碼 |
| Brentview Investment Management LLC | 49,302 | $358.4 萬 | 1.91% | +2,067+4.4% | 加碼 |
| Katamaran Capital LLP | 49,136 | $357.2 萬 | 4.65% | +49,136 | 新進 |
| Unigestion Holding SA | 48,928 | $355.7 萬 | 0.21% | +48,928 | 新進 |
| Concentric Capital Strategies, LP | 48,771 | $354.6 萬 | 0.36% | −135,910−73.6% | 減碼 |
| Horizon Investments, LLC | 48,734 | $354.3 萬 | 0.11% | +25,593+110.6% | 加碼 |
| Allstate Corp | 48,308 | $351.2 萬 | 0.10% | +48,308 | 新進 |
| Arkadios Wealth Advisors | 48,279 | $351.0 萬 | 0.13% | +3,648+8.2% | 加碼 |
| Jones Financial Companies LLLP | 48,284 | $350.6 萬 | 0.00% | +14,480+42.8% | 加碼 |
| Rockline Wealth Management, LLC | 48,012 | $349.0 萬 | 0.97% | +2,551+5.6% | 加碼 |
| Hohimer Wealth Management, LLC | 47,882 | $348.1 萬 | 0.68% | +3,098+6.9% | 加碼 |
| Cinctive Capital Management LP | 47,879 | $348.1 萬 | 0.28% | +47,879 | 新進 |
| Pacifica Partners Inc. | 53,330 | $347.7 萬 | 1.59% | −685−1.3% | 減碼 |
| CAPROCK Group, Inc. | 47,580 | $347.0 萬 | 0.11% | +9,054+23.5% | 加碼 |
| Avantax Advisory Services, Inc. | 47,336 | $344.1 萬 | 0.02% | +7,929+20.1% | 加碼 |
| 1832 Asset Management L.P. | 47,317 | $344.0 萬 | 0.01% | −4,397−8.5% | 減碼 |
| Soros Capital Management LLC | 47,314 | $344.0 萬 | 0.88% | +47,314 | 新進 |
| Cable Hill Partners, LLC | 47,884 | $343.2 萬 | 0.34% | +115+0.2% | 加碼 |
| CCM Investment Advisers LLC | 46,635 | $339.0 萬 | 0.42% | −1,725−3.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 46,621 | $338.9 萬 | 0.29% | −2,941−5.9% | 減碼 |
| Neo Ivy Capital Management | 46,592 | $338.7 萬 | 1.08% | +26,678+134.0% | 加碼 |
| Empirical Finance, LLC | 46,397 | $337.3 萬 | 0.20% | +679+1.5% | 加碼 |
| Kinneret Advisory, LLC | 46,233 | $337.2 萬 | 0.34% | −156−0.3% | 減碼 |
| Eisler Capital Management Ltd. | 46,367 | $336.9 萬 | 0.10% | −45,791−49.7% | 減碼 |
| Quadrant Capital Group LLC | 45,746 | $332.6 萬 | 0.12% | +25,916+130.7% | 加碼 |
| Abn Amro Investment Solutions | 45,598 | $331.5 萬 | 0.07% | +12,275+36.8% | 加碼 |
| Aigen Investment Management, LP | 45,492 | $330.7 萬 | 0.53% | +766+1.7% | 加碼 |
| Capital Investment Advisors, LLC | 45,139 | $328.2 萬 | 0.06% | +9,846+27.9% | 加碼 |