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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 44,982 | $327.0 萬 | 0.04% | +2,116+4.9% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 44,926 | $326.6 萬 | 0.26% | −9,430−17.3% | 減碼 |
| IFP Advisors, Inc | 44,821 | $325.9 萬 | 0.10% | +14,313+46.9% | 加碼 |
| Green Alpha Advisors, LLC | 44,730 | $325.2 萬 | 3.47% | +20,071+81.4% | 加碼 |
| Valley National Advisers Inc | 44,426 | $322.9 萬 | 0.58% | −2,976−6.3% | 減碼 |
| Groupe la Francaise | 42,954 | $321.3 萬 | 0.07% | +38,460+855.8% | 加碼 |
| Monetary Management Group Inc | 44,035 | $320.1 萬 | 0.87% | +200+0.5% | 加碼 |
| Intrust Bank NA | 44,011 | $320.0 萬 | 0.32% | −98−0.2% | 減碼 |
| First American Trust, FSB | 43,647 | $317.3 萬 | 0.29% | +12,905+42.0% | 加碼 |
| Global X Japan Co., Ltd. | 43,358 | $315.2 萬 | 0.36% | +43,358 | 新進 |
| Umpqua Bank | 43,310 | $314.9 萬 | 1.09% | −180−0.4% | 減碼 |
| Larson Financial Group LLC | 43,304 | $314.8 萬 | 0.15% | −1,000−2.3% | 減碼 |
| Quantbot Technologies LP | 43,150 | $313.7 萬 | 0.10% | −193,472−81.8% | 減碼 |
| RSM US Wealth Management LLC | 42,006 | $313.5 萬 | 0.05% | +6,376+17.9% | 加碼 |
| V-Square Quantitative Management LLC | 42,817 | $311.3 萬 | 0.45% | +2,258+5.6% | 加碼 |
| EP Wealth Advisors, LLC | 42,799 | $311.1 萬 | 0.02% | −3,895−8.3% | 減碼 |
| TrimTabs Asset Management, LLC | 42,615 | $309.8 萬 | 0.49% | −75,607−64.0% | 減碼 |
| Progressive Investment Management Corp | 42,581 | $309.6 萬 | 0.87% | +156+0.4% | 加碼 |
| Sanders Morris Harris LLC | 42,420 | $308.9 萬 | 0.48% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 42,064 | $306.8 萬 | 0.13% | +178+0.4% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 39,953 | $306.6 萬 | 0.57% | +38,458+2,572.4% | 加碼 |
| Bryn Mawr Trust Co | 41,988 | $305.3 萬 | 0.06% | −2,509−5.6% | 減碼 |
| Knollwood Investment Advisory, LLC | 41,980 | $305.2 萬 | 0.34% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 41,866 | $304.4 萬 | 0.08% | +1,055+2.6% | 加碼 |
| Group One Trading, L.P. | 41,747 | $303.5 萬 | 0.13% | −34,655−45.4% | 減碼 |
| Vident Advisory, LLC | 41,710 | $303.2 萬 | 0.04% | +5,806+16.2% | 加碼 |
| Harbour Capital Advisors, LLC | 46,340 | $302.2 萬 | 0.75% | −200−0.4% | 減碼 |
| PFG Advisors | 41,309 | $300.3 萬 | 0.17% | +14,326+53.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 41,293 | $300.2 萬 | 0.39% | +1,988+5.1% | 加碼 |
| Independent Advisor Alliance | 41,252 | $299.9 萬 | 0.10% | +5,322+14.8% | 加碼 |
| Cetera Trust Company, N.A | 41,010 | $298.1 萬 | 1.90% | +41,010 | 新進 |
| Montag A & Associates Inc | 40,833 | $297.8 萬 | 0.15% | +23,035+129.4% | 加碼 |
| Mirabella Financial Services LLP | 40,827 | $297.3 萬 | 0.12% | +40,827 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 40,827 | $296.8 萬 | 0.05% | −26−0.1% | 減碼 |
| APG Asset Management US Inc. | 39,960 | $291.0 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 39,818 | $289.5 萬 | 0.01% | +3,004+8.2% | 加碼 |
| Ostrum Asset Management | 39,478 | $287.0 萬 | 0.15% | −9,492−19.4% | 減碼 |
| Dark Forest Capital Management LP | 39,358 | $286.1 萬 | 0.13% | +26,880+215.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 39,224 | $285.2 萬 | 0.15% | −145−0.4% | 減碼 |
| Adviser Investments LLC | 39,211 | $285.1 萬 | 0.04% | −1,062−2.6% | 減碼 |
| Financial Advisory Service, Inc. | 39,086 | $284.2 萬 | 0.23% | +1,958+5.3% | 加碼 |
| Strategic Financial Services, Inc, | 38,800 | $282.1 萬 | 0.17% | −4,055−9.5% | 減碼 |
| FourThought Financial Partners, LLC | 38,105 | $277.0 萬 | 0.29% | −7,582−16.6% | 減碼 |
| Mather Group, LLC. | 37,985 | $276.2 萬 | 0.03% | +21,779+134.4% | 加碼 |
| Probity Advisors, Inc. | 37,519 | $272.8 萬 | 0.52% | +1,375+3.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 37,393 | $271.8 萬 | 0.19% | +31,642+550.2% | 加碼 |
| Proficio Capital Partners LLC | 37,349 | $271.5 萬 | 0.21% | +363+1.0% | 加碼 |
| AE Wealth Management LLC | 37,072 | $269.5 萬 | 0.02% | +12,055+48.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 44,386 | $267.4 萬 | 0.01% | +44,386 | 新進 |
| Matthews International Capital Management LLC | 36,604 | $266.1 萬 | 0.55% | −18,676−33.8% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 35,893 | $260.9 萬 | 0.43% | +1,179+3.4% | 加碼 |
| First Financial Bankshares Inc | 35,749 | $259.9 萬 | 0.06% | +35,749 | 新進 |
| SeaCrest Wealth Management, LLC | 35,712 | $259.6 萬 | 0.29% | +68+0.2% | 加碼 |
| Intech Investment Management LLC | 35,667 | $259.3 萬 | 0.03% | −100,071−73.7% | 減碼 |
| Primoris Wealth Advisors, LLC | 35,322 | $256.8 萬 | 1.99% | +50+0.1% | 加碼 |
| Meeder Advisory Services, Inc. | 35,180 | $255.8 萬 | 0.15% | +3,849+12.3% | 加碼 |
| Mill Capital Management, LLC | 35,000 | $254.4 萬 | 0.20% | −5,000−12.5% | 減碼 |
| Wealthspire Advisors, LLC | 34,788 | $252.9 萬 | 0.02% | +17,443+100.6% | 加碼 |
| True North Advisors, LLC | 34,664 | $252.0 萬 | 0.45% | +34,664 | 新進 |
| Brown Advisory Inc | 34,613 | $251.6 萬 | 0.00% | −961−2.7% | 減碼 |
| TD Waterhouse Canada Inc. | 34,401 | $250.5 萬 | 0.02% | +5,515+19.1% | 加碼 |
| MV Capital Management, Inc. | 34,320 | $249.5 萬 | 0.27% | +1,708+5.2% | 加碼 |
| Westhampton Capital, LLC | 34,286 | $249.3 萬 | 1.36% | −439−1.3% | 減碼 |
| Financial Advisors Network, Inc. | 34,249 | $249.0 萬 | 0.41% | +5,354+18.5% | 加碼 |
| Bessemer Group Inc | 34,042 | $247.5 萬 | 0.00% | −52,567−60.7% | 減碼 |
| Princeton Global Asset Management LLC | 33,823 | $245.9 萬 | 0.49% | +2,702+8.7% | 加碼 |
| Bard Financial Services, Inc. | 33,750 | $245.4 萬 | 0.30% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 33,740 | $245.3 萬 | 0.19% | +18,681+124.1% | 加碼 |
| Tiaa Trust, National Association | 33,723 | $245.2 萬 | 0.01% | −665−1.9% | 減碼 |
| Laurion Capital Management LP | 33,419 | $243.0 萬 | 0.19% | +28,961+649.6% | 加碼 |
| Foyston, Gordon, & Payne Inc | 33,303 | $242.1 萬 | 0.60% | +332+1.0% | 加碼 |
| Wahed Invest LLC | 33,077 | $240.5 萬 | 0.42% | +1,767+5.6% | 加碼 |
| SevenBridge Financial Group, LLC | 29,171 | $239.9 萬 | 0.47% | −4,015−12.1% | 減碼 |
| Signaturefd, LLC | 32,388 | $235.5 萬 | 0.04% | −718−2.2% | 減碼 |
| Marshall Financial Group LLC | 32,252 | $234.5 萬 | 0.51% | +32,252 | 新進 |
| CWA Asset Management Group, LLC | 32,046 | $233.0 萬 | 0.11% | +326+1.0% | 加碼 |
| Rule One Partners, LLC | 32,000 | $232.6 萬 | 1.92% | +32,000 | 新進 |
| L & S Advisors Inc | 31,704 | $230.5 萬 | 0.28% | +1,271+4.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 31,470 | $228.8 萬 | 0.06% | −16,200−34.0% | 減碼 |
| Palouse Capital Management, Inc. | 31,442 | $228.6 萬 | 1.56% | −953−2.9% | 減碼 |
| First Business Financial Services, Inc. | 31,433 | $228.5 萬 | 0.22% | +1,848+6.2% | 加碼 |
| Community Bank, N.A. | 31,431 | $228.5 萬 | 0.31% | +1,942+6.6% | 加碼 |
| Howard Capital Management Inc. | 31,286 | $227.4 萬 | 0.06% | −4,817−13.3% | 減碼 |
| Secure Asset Management, LLC | 31,254 | $227.2 萬 | 0.46% | +31,254 | 新進 |
| Martin Capital Advisors, LLP | 31,253 | $227.2 萬 | 1.62% | −169−0.5% | 減碼 |
| CX Institutional | 31,181 | $226.7 萬 | 0.09% | +2,450+8.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 31,124 | $226.6 萬 | 0.02% | +6,873+28.3% | 加碼 |
| Davenport & Co LLC | 31,043 | $225.7 萬 | 0.01% | +7,891+34.1% | 加碼 |
| Groesbeck Investment Management Corp | 30,910 | $224.7 萬 | 3.14% | −1,030−3.2% | 減碼 |
| Apollon Wealth Management, LLC | 30,718 | $223.3 萬 | 0.05% | +7,541+32.5% | 加碼 |
| Empower Advisory Group, LLC | 30,689 | $223.1 萬 | 0.01% | −593−1.9% | 減碼 |
| Principal Securities, Inc. | 30,707 | $221.8 萬 | 0.05% | +50+0.2% | 加碼 |
| Scott & Selber, Inc. | 30,420 | $221.2 萬 | 0.71% | +17+0.1% | 加碼 |
| Jackson Square Capital, LLC | 30,318 | $220.4 萬 | 0.72% | −156−0.5% | 減碼 |
| Atlas Capital Advisors LLC | 30,252 | $219.9 萬 | 0.27% | −248−0.8% | 減碼 |
| Greenup Street Wealth Management LLC | 30,136 | $219.1 萬 | 0.43% | +30,136 | 新進 |
| United Services Automobile Association | 30,155 | $219.0 萬 | 0.07% | 00.0% | 不變 |
| Asio Capital, LLC | 29,970 | $217.9 萬 | 0.42% | +29,970 | 新進 |
| Capital Advisors Inc | 29,927 | $217.6 萬 | 0.04% | +183+0.6% | 加碼 |
| Trust Co of Vermont | 29,888 | $217.3 萬 | 0.11% | −2,073−6.5% | 減碼 |