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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 29,685 | $215.8 萬 | 0.28% | +1,500+5.3% | 加碼 |
| one8zero8, LLC | 29,572 | $215.0 萬 | 0.51% | +50.0% | 加碼 |
| GAMMA Investing LLC | 29,408 | $213.8 萬 | 0.16% | +5,213+21.5% | 加碼 |
| Matisse Capital | 29,170 | $212.1 萬 | 1.12% | −5,500−15.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 28,909 | $210.8 萬 | 0.08% | +16+0.1% | 加碼 |
| Resources Management Corp | 28,976 | $210.7 萬 | 0.30% | +1,435+5.2% | 加碼 |
| SS&H Financial Advisors, Inc. | 28,910 | $210.2 萬 | 0.78% | −98−0.3% | 減碼 |
| Everence Capital Management Inc | 28,890 | $210.0 萬 | 0.14% | +1,150+4.1% | 加碼 |
| Chicago Trust Co NA | 28,814 | $209.5 萬 | 0.37% | −2,092−6.8% | 減碼 |
| Precedent Wealth Partners, LLC | 28,757 | $209.1 萬 | 0.58% | +3,094+12.1% | 加碼 |
| Paragon Advisors, LLC | 28,645 | $208.2 萬 | 0.79% | −4,725−14.2% | 減碼 |
| Mainstay Capital Management LLC | 28,584 | $207.8 萬 | 0.28% | −2,963−9.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,561 | $207.6 萬 | 0.05% | −50,262−63.8% | 減碼 |
| Exchange Capital Management, Inc. | 28,496 | $207.2 萬 | 0.34% | −580−2.0% | 減碼 |
| Moors & Cabot, Inc. | 28,342 | $206.0 萬 | 0.10% | +1,659+6.2% | 加碼 |
| AIA Group Ltd | 28,265 | $205.5 萬 | 0.05% | +22,936+430.4% | 加碼 |
| KG&L Capital Management,LLC | 28,092 | $204.2 萬 | 0.66% | −9,071−24.4% | 減碼 |
| Impact Asset Management GmbH | 27,920 | $203.0 萬 | 0.80% | −7,000−20.0% | 減碼 |
| Diversify Advisory Services, LLC | 28,629 | $203.0 萬 | 0.13% | −8,641−23.2% | 減碼 |
| Cresset Asset Management, LLC | 27,489 | $200.4 萬 | 0.01% | −775−2.7% | 減碼 |
| Bleakley Financial Group, LLC | 27,518 | $200.1 萬 | 0.06% | +2,922+11.9% | 加碼 |
| Harfst & Associates, Inc. | 27,423 | $199.4 萬 | 0.46% | +570+2.1% | 加碼 |
| E&G Advisors, LP | 27,380 | $199.1 萬 | 0.56% | −3,200−10.5% | 減碼 |
| Congress Wealth Management LLC | 26,910 | $198.6 萬 | 0.02% | +16,235+152.1% | 加碼 |
| BancorpSouth Bank | 27,201 | $197.8 萬 | 0.14% | +960+3.7% | 加碼 |
| Terra Nova Asset Management LLC | 27,172 | $197.5 萬 | 1.55% | +15,528+133.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 27,081 | $196.9 萬 | 0.18% | −10,761−28.4% | 減碼 |
| WBI Investments | 26,901 | $195.6 萬 | 0.51% | +9,697+56.4% | 加碼 |
| Wood Tarver Financial Group, LLC | 26,870 | $195.3 萬 | 0.64% | 00.0% | 不變 |
| Glass Wealth Management Co LLC | 26,600 | $193.4 萬 | 1.16% | −65−0.2% | 減碼 |
| Darwin Advisors, LLC | 26,642 | $192.4 萬 | 0.65% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 26,355 | $191.6 萬 | 0.68% | +26,355 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,148 | $190.1 萬 | 0.18% | +5,835+28.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 25,986 | $188.9 萬 | 0.03% | −4,609−15.1% | 減碼 |
| Black Creek Investment Management Inc. | 25,781 | $187.4 萬 | 0.09% | +25,781 | 新進 |
| Trust Co of Oklahoma | 25,778 | $187.4 萬 | 0.65% | 00.0% | 不變 |
| Yarbrough Capital, LLC | 25,732 | $187.1 萬 | 0.08% | +13,161+104.7% | 加碼 |
| Perennial Advisors, LLC | 25,700 | $186.8 萬 | 0.37% | −525−2.0% | 減碼 |
| Oak Grove Capital LLC | 25,700 | $186.8 萬 | 0.45% | +25,700 | 新進 |
| Vestcor Inc | 25,580 | $186.0 萬 | 0.06% | +2,022+8.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 25,513 | $185.5 萬 | 0.07% | −1,149−4.3% | 減碼 |
| Merit Financial Group, LLC | 25,509 | $185.5 萬 | 0.03% | +3,845+17.7% | 加碼 |
| Cypress Capital Group | 25,415 | $184.8 萬 | 0.24% | −1,035−3.9% | 減碼 |
| Aspetuck Financial Management LLC | 25,360 | $184.4 萬 | 1.59% | 00.0% | 不變 |
| Ritholtz Wealth Management | 25,336 | $184.2 萬 | 0.06% | +25,336 | 新進 |
| Qtron Investments LLC | 25,309 | $184.0 萬 | 0.28% | +1,432+6.0% | 加碼 |
| Greater Midwest Financial Group, LLC | 25,045 | $182.1 萬 | 1.27% | +2,133+9.3% | 加碼 |
| Needham Investment Management LLC | 25,000 | $181.8 萬 | 0.17% | 00.0% | 不變 |
| Keystone Investors Pte Ltd | 24,718 | $179.7 萬 | 0.25% | +24,718 | 新進 |
| Webster Bank, N. A. | 24,686 | $179.5 萬 | 0.20% | +24,686 | 新進 |
| Oak Associates, Ltd | 24,638 | $179.1 萬 | 0.13% | 00.0% | 不變 |
| Versor Investments LP | 24,611 | $178.9 萬 | 0.29% | +15,020+156.6% | 加碼 |
| 180 Wealth Advisors, LLC | 24,527 | $178.3 萬 | 0.28% | +24,527 | 新進 |
| Leavell Investment Management, Inc. | 24,235 | $176.8 萬 | 0.09% | +446+1.9% | 加碼 |
| Calamos Wealth Management LLC | 24,218 | $176.1 萬 | 0.09% | +116+0.5% | 加碼 |
| Pensionfund Sabic | 24,200 | $175.9 萬 | 0.52% | −3,800−13.6% | 減碼 |
| Altman Advisors, Inc. | 24,521 | $175.7 萬 | 0.81% | +741+3.1% | 加碼 |
| Cornerstone Select Advisors, LLC | 24,135 | $175.5 萬 | 1.66% | +522+2.2% | 加碼 |
| Cary Street Partners Financial LLC | 23,917 | $173.9 萬 | 0.06% | −645−2.6% | 減碼 |
| Wolverine Trading, LLC | 23,721 | $172.2 萬 | 0.05% | +11,980+102.0% | 加碼 |
| Morse Asset Management, Inc | 23,570 | $171.4 萬 | 0.43% | +2,300+10.8% | 加碼 |
| Mattson Financial Services, LLC | 23,569 | $171.3 萬 | 0.52% | +21,603+1,098.8% | 加碼 |
| Heritage Trust Co | 23,542 | $171.2 萬 | 0.21% | −4,467−15.9% | 減碼 |
| IHT Wealth Management, LLC | 23,461 | $170.6 萬 | 0.05% | +73+0.3% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 23,400 | $170.1 萬 | 0.19% | −600−2.5% | 減碼 |
| Invera Wealth Advisors, LLC | 23,367 | $169.9 萬 | 1.10% | +23,367 | 新進 |
| Diversified Trust Co | 23,354 | $169.8 萬 | 0.04% | +19,613+524.3% | 加碼 |
| Wolverine Asset Management LLC | 23,332 | $169.6 萬 | 0.03% | +17,230+282.4% | 加碼 |
| Eads & Heald Wealth Management | 23,314 | $169.5 萬 | 0.86% | +1,907+8.9% | 加碼 |
| NRI Wealth Management LC | 23,310 | $169.5 萬 | 1.25% | +2,412+11.5% | 加碼 |
| MWA Asset Management | 23,305 | $169.4 萬 | 1.18% | +5,484+30.8% | 加碼 |
| Camden Capital, LLC | 23,127 | $168.3 萬 | 0.18% | +2,537+12.3% | 加碼 |
| Commonwealth Retirement Investments LLC | 22,804 | $165.8 萬 | 0.67% | +897+4.1% | 加碼 |
| Magnus Financial Group LLC | 22,760 | $165.5 萬 | 0.16% | +10.0% | 加碼 |
| Oppenheimer & Co Inc | 22,753 | $165.4 萬 | 0.02% | +1,432+6.7% | 加碼 |
| Runnymede Capital Advisors, Inc. | 22,750 | $165.4 萬 | 1.59% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 22,722 | $165.2 萬 | 0.19% | +3,728+19.6% | 加碼 |
| Jump Financial, LLC | 22,652 | $164.7 萬 | 0.02% | −29,457−56.5% | 減碼 |
| Phraction Management LLC | 22,554 | $164.0 萬 | 0.55% | +9,240+69.4% | 加碼 |
| Central Trust Co | 22,497 | $163.5 萬 | 0.04% | −335−1.5% | 減碼 |
| Icon Wealth Advisors, LLC | 22,454 | $163.2 萬 | 0.13% | −1,120−4.8% | 減碼 |
| Smartleaf Asset Management LLC | 22,434 | $162.9 萬 | 0.16% | +4,376+24.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 22,321 | $162.3 萬 | 0.22% | −486−2.1% | 減碼 |
| Bay Rivers Group | 22,274 | $161.9 萬 | 0.85% | −176−0.8% | 減碼 |
| Ellsworth Advisors, LLC | 22,080 | $160.5 萬 | 0.42% | +1,834+9.1% | 加碼 |
| Legacy Capital Group California, Inc. | 22,004 | $160.0 萬 | 0.56% | −151−0.7% | 減碼 |
| Signature Resources Capital Management, LLC | 22,000 | $159.9 萬 | 1.38% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 21,930 | $159.4 萬 | 0.26% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 21,823 | $158.7 萬 | 0.51% | +21,823 | 新進 |
| Farther Finance Advisors, LLC | 21,765 | $158.5 萬 | 0.04% | +6,992+47.3% | 加碼 |
| Kera Capital Partners, Inc. | 21,621 | $157.2 萬 | 0.47% | +1,189+5.8% | 加碼 |
| Alternative Investment Advisors, LLC. | 21,616 | $157.1 萬 | 0.83% | −435−2.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 21,598 | $157.0 萬 | 0.13% | +917+4.4% | 加碼 |
| Gradient Capital Advisors, LLC | 21,574 | $156.8 萬 | 0.51% | −1,309−5.7% | 減碼 |
| Cypress Capital, LLC | 21,562 | $156.8 萬 | 0.45% | +21,562 | 新進 |
| Abc Arbitrage SA | 21,549 | $156.7 萬 | 0.29% | +18,005+508.0% | 加碼 |
| Value Aligned Research Advisors, LLC | 21,514 | $156.4 萬 | 0.13% | +21,514 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 21,483 | $156.2 萬 | 0.14% | +200+0.9% | 加碼 |
| Cloverfields Capital Group, LP | 21,440 | $155.9 萬 | 0.51% | −90−0.4% | 減碼 |
| Lindenwold Advisors | 21,413 | $155.7 萬 | 0.87% | −399−1.8% | 減碼 |