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 |
|---|---|---|---|---|---|
| Spirepoint Private Client, LLC | 21,343 | $155.2 萬 | 0.20% | −4,540−17.5% | 減碼 |
| Accent Capital Management, LLC | 21,201 | $154.6 萬 | 0.90% | +21,201 | 新進 |
| PDT Partners, LLC | 21,234 | $154.4 萬 | 0.11% | −31,486−59.7% | 減碼 |
| Itau Unibanco Holding S.A. | 21,187 | $154.0 萬 | 0.06% | +19,864+1,501.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 20,969 | $152.4 萬 | 0.12% | +186+0.9% | 加碼 |
| CenterStar Asset Management, LLC | 20,917 | $152.4 萬 | 2.19% | +20,917 | 新進 |
| HighPoint Advisor Group LLC | 21,483 | $152.3 萬 | 0.09% | +539+2.6% | 加碼 |
| Albert D Mason Inc | 20,872 | $151.7 萬 | 1.03% | +423+2.1% | 加碼 |
| Trust Co of Toledo NA | 20,740 | $150.8 萬 | 0.20% | +20,740 | 新進 |
| Applied Finance Capital Management, LLC | 20,733 | $150.7 萬 | 0.11% | +2,713+15.1% | 加碼 |
| BankPlus Trust Department | 20,684 | $150.4 萬 | 0.50% | +80+0.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 20,655 | $150.2 萬 | 0.04% | 00.0% | 不變 |
| Scotia Capital Inc. | 20,646 | $150.1 萬 | 0.01% | −9,005−30.4% | 減碼 |
| Parallel Advisors, LLC | 20,531 | $149.3 萬 | 0.03% | +2,588+14.4% | 加碼 |
| WCG Wealth Advisors LLC | 20,498 | $149.0 萬 | 0.11% | +20,498 | 新進 |
| Stokes Family Office, LLC | 20,481 | $148.9 萬 | 0.17% | −2,325−10.2% | 減碼 |
| Keudell/Morrison Wealth Management | 20,480 | $148.9 萬 | 0.35% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 20,422 | $148.5 萬 | 0.41% | −3,456−14.5% | 減碼 |
| Weatherly Asset Management L. P. | 20,350 | $148.4 萬 | 0.13% | +20+0.1% | 加碼 |
| Segment Wealth Management, LLC | 20,410 | $148.4 萬 | 0.10% | −40−0.2% | 減碼 |
| LCNB Corp | 20,380 | $148.2 萬 | 0.55% | −110−0.5% | 減碼 |
| Cutter & CO Brokerage, Inc. | 20,342 | $147.9 萬 | 0.35% | −5,384−20.9% | 減碼 |
| Circle Wealth Management, LLC | 20,296 | $147.6 萬 | 0.03% | +2,509+14.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 20,192 | $146.8 萬 | 0.21% | +16,556+455.3% | 加碼 |
| Platform Technology Partners | 20,179 | $146.7 萬 | 0.43% | +20,179 | 新進 |
| Allianz SE | 20,170 | $146.6 萬 | 0.04% | +1,202+6.3% | 加碼 |
| Fort Washington Investment Advisors Inc | 20,055 | $145.8 萬 | 0.01% | +345+1.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 20,048 | $145.7 萬 | 0.20% | −650−3.1% | 減碼 |
| Sowell Financial Services LLC | 20,047 | $145.7 萬 | 0.07% | +899+4.7% | 加碼 |
| Leelyn Smith, LLC | 19,929 | $144.9 萬 | 0.26% | +101+0.5% | 加碼 |
| Novem Group | 19,918 | $144.8 萬 | 0.20% | +3,709+22.9% | 加碼 |
| Regions Financial Corp | 19,908 | $144.7 萬 | 0.01% | +19,908 | 新進 |
| Farmers & Merchants Investments Inc | 19,900 | $144.7 萬 | 0.05% | −450−2.2% | 減碼 |
| Trustmark National Bank Trust Department | 19,766 | $143.7 萬 | 0.11% | +19,766 | 新進 |
| STF Management LP | 19,642 | $142.8 萬 | 0.69% | −50.0% | 減碼 |
| Savant Capital, LLC | 19,574 | $142.3 萬 | 0.01% | −3,216−14.1% | 減碼 |
| Ronald Blue Trust, Inc. | 19,557 | $142.2 萬 | 0.02% | +4,606+30.8% | 加碼 |
| Compass Capital Corp | 19,837 | $141.7 萬 | 0.74% | −1,711−7.9% | 減碼 |
| Johnson Investment Counsel Inc | 19,454 | $141.4 萬 | 0.01% | +19,454 | 新進 |
| Meiji Yasuda Life Insurance Co | 19,361 | $140.8 萬 | 0.03% | +3,161+19.5% | 加碼 |
| Belpointe Asset Management LLC | 19,330 | $140.5 萬 | 0.07% | +17,531+974.5% | 加碼 |
| Mirador Capital Partners LP | 19,214 | $139.7 萬 | 0.24% | +1,512+8.5% | 加碼 |
| Little House Capital LLC | 19,199 | $139.6 萬 | 0.38% | +5,324+38.4% | 加碼 |
| Mach-1 Financial Group, Inc. | 19,186 | $139.5 萬 | 0.42% | +19,186 | 新進 |
| Venturi Wealth Management, LLC | 19,157 | $139.3 萬 | 0.07% | +2,632+15.9% | 加碼 |
| Kuhn & Co Investment Counsel | 19,114 | $139.0 萬 | 1.17% | −1,726−8.3% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 19,103 | $138.9 萬 | 1.28% | −20,401−51.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 18,864 | $137.1 萬 | 0.06% | −1,537−7.5% | 減碼 |
| Checchi Capital Advisers, LLC | 18,782 | $136.5 萬 | 0.10% | +362+2.0% | 加碼 |
| Tocqueville Asset Management L.P. | 18,750 | $136.3 萬 | 0.02% | −1,265−6.3% | 減碼 |
| Hilltop Holdings Inc. | 18,471 | $134.3 萬 | 0.08% | +2,620+16.5% | 加碼 |
| Capital Investment Counsel, Inc | 18,380 | $133.6 萬 | 0.20% | +1,800+10.9% | 加碼 |
| Advisory Research Inc | 18,332 | $133.3 萬 | 0.23% | +1,061+6.1% | 加碼 |
| Pinpoint Asset Management Ltd | 18,084 | $131.5 萬 | 0.23% | +18,084 | 新進 |
| Sigma Planning Corp | 17,936 | $130.4 萬 | 0.04% | −586−3.2% | 減碼 |
| Tradition Wealth Management, LLC | 17,895 | $130.1 萬 | 0.11% | +211+1.2% | 加碼 |
| Shelton Wealth Management, LLC | 17,752 | $129.1 萬 | 0.74% | −1,308−6.9% | 減碼 |
| Tealwood Asset Management Inc | 17,707 | $128.7 萬 | 0.60% | −85−0.5% | 減碼 |
| Brookstone Capital Management | 17,619 | $128.1 萬 | 0.02% | −1,143−6.1% | 減碼 |
| Triangle Securities Wealth Management | 17,541 | $127.5 萬 | 0.33% | −955−5.2% | 減碼 |
| Wedbush Securities Inc | 17,543 | $127.5 萬 | 0.05% | +1,031+6.2% | 加碼 |
| Alps Advisors Inc | 17,537 | $127.5 萬 | 0.01% | +13,088+294.2% | 加碼 |
| LGT Fund Management Co Ltd. | 17,510 | $127.3 萬 | 0.11% | −12,490−41.6% | 減碼 |
| Syon Capital LLC | 17,479 | $127.1 萬 | 0.10% | +2,395+15.9% | 加碼 |
| Integrated Advisors Network LLC | 17,449 | $126.9 萬 | 0.06% | +5,517+46.2% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,450 | $126.9 萬 | 0.05% | 00.0% | 不變 |
| Sloy Dahl & Holst, LLC | 17,430 | $126.7 萬 | 0.22% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 17,287 | $125.7 萬 | 0.32% | −16,052−48.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 17,159 | $124.7 萬 | 0.08% | +2,052+13.6% | 加碼 |
| Arvest Investments, Inc. | 17,018 | $123.7 萬 | 0.20% | −4,051−19.2% | 減碼 |
| Ibex Wealth Advisors | 17,014 | $123.7 萬 | 0.16% | +60.0% | 加碼 |
| Highview Capital Management LLC | 16,831 | $122.4 萬 | 0.51% | +16,831 | 新進 |
| Cornercap Investment Counsel Inc | 16,688 | $121.3 萬 | 0.64% | −256−1.5% | 減碼 |
| Delphi Management Inc | 16,668 | $121.2 萬 | 1.24% | +418+2.6% | 加碼 |
| Wincap Financial LLC | 16,640 | $121.0 萬 | 1.15% | +1,223+7.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 16,625 | $120.9 萬 | 0.00% | +12,612+314.3% | 加碼 |
| Noesis Capital Mangement Corp | 16,573 | $120.5 萬 | 0.24% | 00.0% | 不變 |
| We Are One Seven, LLC | 16,558 | $120.4 萬 | 0.05% | +717+4.5% | 加碼 |
| Concord Wealth Partners | 16,438 | $119.5 萬 | 0.20% | −1,340−7.5% | 減碼 |
| Gould Capital, LLC | 16,390 | $119.2 萬 | 0.83% | +527+3.3% | 加碼 |
| NorthRock Partners, LLC | 16,221 | $118.2 萬 | 0.04% | +2,775+20.6% | 加碼 |
| Signal Advisors Wealth, LLC | 16,262 | $118.2 萬 | 0.12% | +60.0% | 加碼 |
| Snowden Capital Advisors LLC | 16,185 | $118.0 萬 | 0.04% | +592+3.8% | 加碼 |
| Middleton & Co Inc | 16,231 | $118.0 萬 | 0.14% | −700−4.1% | 減碼 |
| Wedmont Private Capital | 17,362 | $117.2 萬 | 0.06% | +2,367+15.8% | 加碼 |
| Synovus Financial Corp | 16,032 | $116.6 萬 | 0.02% | −10,436−39.4% | 減碼 |
| Salomon & Ludwin, LLC | 15,870 | $115.4 萬 | 0.12% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 15,868 | $115.4 萬 | 0.19% | +15,868 | 新進 |
| Alta Wealth Advisors LLC | 15,845 | $115.2 萬 | 0.53% | −2,025−11.3% | 減碼 |
| MBM Wealth Consultants, LLC | 15,789 | $115.1 萬 | 0.34% | +431+2.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,729 | $114.4 萬 | 0.03% | +5,448+53.0% | 加碼 |
| Smithfield Trust Co | 15,664 | $114.2 萬 | 0.06% | +1,304+9.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 15,640 | $113.7 萬 | 0.10% | −130−0.8% | 減碼 |
| Leonteq Securities AG | 15,623 | $113.0 萬 | 0.09% | +35+0.2% | 加碼 |
| Econ Financial Services Corp | 15,447 | $112.3 萬 | 0.60% | +985+6.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 15,437 | $112.2 萬 | 0.07% | +19+0.1% | 加碼 |
| Tema ETFs LLC | 15,384 | $111.8 萬 | 0.33% | +9,120+145.6% | 加碼 |
| Valeo Financial Advisors, LLC | 15,301 | $111.2 萬 | 0.03% | −2,880−15.8% | 減碼 |
| XTX Topco Ltd | 15,078 | $109.6 萬 | 0.06% | +3,116+26.0% | 加碼 |
| Chicago Partners Investment Group LLC | 14,532 | $109.1 萬 | 0.04% | +3,456+31.2% | 加碼 |