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 2 季 13F 持有人
Lam Research Corp 在 2025/6/30 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
- 1,883
- 較 2025 年第 1 季 +109 家
- 持有股數
- 10.6 億
- 較 2025 年第 1 季 +1,503 萬 (+1.4%)
- 總市值
- $1,027 億
- 較 2025 年第 1 季 +$271.7 億 (+36.0%)
- 新進機構
- 245
- 另有 749 家加碼
- 清倉機構
- 136
- 另有 667 家減碼
另有 28 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 11,953 | $116.4 萬 | 0.02% | −3,020−20.2% | 減碼 |
| American State Bank (Iowa) | 12,000 | $116.8 萬 | 0.65% | 00.0% | 不變 |
| Boxwood Ventures, Inc. | 11,990 | $117.0 萬 | 1.51% | 00.0% | 不變 |
| Buckingham Strategic Partners | 12,047 | $117.2 萬 | 0.02% | −1,965−14.0% | 減碼 |
| Joel Isaacson & Co., LLC | 12,071 | $117.5 萬 | 0.05% | +41+0.3% | 加碼 |
| Orrstown Financial Services Inc | 12,186 | $118.6 萬 | 0.25% | +907+8.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,236 | $119.1 萬 | 0.03% | +337+2.8% | 加碼 |
| Arvest Investments, Inc. | 12,242 | $119.2 萬 | 0.18% | −4,776−28.1% | 減碼 |
| Centennial Bank | 12,250 | $119.2 萬 | 0.50% | −165−1.3% | 減碼 |
| LOM Asset Management Ltd | 12,256 | $119.3 萬 | 0.40% | +12,256 | 新進 |
| Davis Selected Advisers | 12,280 | $119.5 萬 | 0.01% | 00.0% | 不變 |
| denkapparat Operations GmbH | 12,346 | $120.2 萬 | 0.96% | +1,190+10.7% | 加碼 |
| Prelude Capital Management, LLC | 12,347 | $120.2 萬 | 0.12% | +4,391+55.2% | 加碼 |
| ABN AMRO Bank N.V. | 12,324 | $120.2 萬 | 0.02% | +280+2.3% | 加碼 |
| Ausdal Financial Partners, Inc. | 12,408 | $120.8 萬 | 0.08% | +12,408 | 新進 |
| Chicago Capital, LLC | 12,417 | $120.9 萬 | 0.03% | −18−0.1% | 減碼 |
| ICONIQ Capital, LLC | 12,426 | $121.0 萬 | 0.02% | +374+3.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 12,445 | $121.1 萬 | 0.30% | −995−7.4% | 減碼 |
| Willner & Heller, LLC | 12,526 | $121.9 萬 | 1.03% | +1,350+12.1% | 加碼 |
| Clarius Group, LLC | 12,549 | $122.2 萬 | 0.07% | −504−3.9% | 減碼 |
| Sagespring Wealth Partners, LLC | 12,558 | $122.2 萬 | 0.03% | −138−1.1% | 減碼 |
| Cigna Investments Inc | 12,558 | $122.3 萬 | 0.21% | −371−2.9% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,636 | $123.0 萬 | 0.07% | +12,636 | 新進 |
| Choate Investment Advisors | 12,749 | $124.1 萬 | 0.03% | −51−0.4% | 減碼 |
| Aaron Wealth Advisors | 12,770 | $124.3 萬 | 0.13% | +1,666+15.0% | 加碼 |
| Brown Brothers Harriman & Co | 12,799 | $124.6 萬 | 0.01% | +2,506+24.3% | 加碼 |
| Impax Asset Management Group plc | 12,813 | $124.7 萬 | 0.01% | +12,813 | 新進 |
| Lake Street Financial LLC | 12,889 | $125.5 萬 | 0.18% | −286−2.2% | 減碼 |
| Legacy Capital Group California, Inc. | 12,913 | $125.7 萬 | 0.35% | −9,091−41.3% | 減碼 |
| Renaissance Group LLC | 12,938 | $125.9 萬 | 0.05% | −362−2.7% | 減碼 |
| AtlasMark Financial, Inc | 13,000 | $126.5 萬 | 0.96% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 13,242 | $128.9 萬 | 0.33% | −10.0% | 減碼 |
| Regal Investment Advisors LLC | 13,275 | $129.2 萬 | 0.10% | −1,180−8.2% | 減碼 |
| Brown Financial Advisors | 13,297 | $129.4 萬 | 0.51% | +403+3.1% | 加碼 |
| Oakworth Capital, Inc. | 13,310 | $129.6 萬 | 0.08% | −39−0.3% | 減碼 |
| Resources Investment Advisors, LLC. | 13,370 | $130.1 萬 | 0.01% | −407−3.0% | 減碼 |
| Gries Financial LLC | 13,400 | $130.4 萬 | 0.24% | +1,638+13.9% | 加碼 |
| Milestone Asset Management, LLC | 13,443 | $130.9 萬 | 0.28% | +210+1.6% | 加碼 |
| McDaniel Terry & Co | 13,500 | $131.4 萬 | 0.11% | −690−4.9% | 減碼 |
| Capital Fund Management S.A. | 13,501 | $131.4 萬 | 0.01% | −421,505−96.9% | 減碼 |
| NorthRock Partners, LLC | 13,470 | $131.4 萬 | 0.03% | −2,751−17.0% | 減碼 |
| Bridgefront Capital, LLC | 13,528 | $131.7 萬 | 0.35% | +4,850+55.9% | 加碼 |
| Kane Investment Management, Inc. | 13,702 | $133.9 萬 | 0.70% | −1,215−8.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 13,760 | $133.9 萬 | 0.23% | +9,490+222.2% | 加碼 |
| Fidelis Capital Partners, LLC | 14,067 | $135.0 萬 | 0.12% | +493+3.6% | 加碼 |
| FCG Investment Co | 13,924 | $135.5 萬 | 0.71% | +4,908+54.4% | 加碼 |
| Independent Financial Group, LLC | 13,944 | $135.7 萬 | 0.04% | +325+2.4% | 加碼 |
| Kestra Investment Management, LLC | 15,743 | $135.9 萬 | 0.02% | +8,689+123.2% | 加碼 |
| Security National Bank of Sioux City Iowa | 14,061 | $136.9 萬 | 0.96% | +2,345+20.0% | 加碼 |
| StoneX Group Inc. | 14,045 | $137.0 萬 | 0.07% | +8,453+151.2% | 加碼 |
| NVWM, LLC | 14,090 | $137.2 萬 | 0.33% | −115−0.8% | 減碼 |
| Fulton Bank, N.A. | 14,146 | $137.7 萬 | 0.05% | −110−0.8% | 減碼 |
| AlphaStar Capital Management, LLC | 14,204 | $138.3 萬 | 0.10% | +14,204 | 新進 |
| Roberts Capital Advisors, LLC | 14,230 | $138.5 萬 | 1.03% | 00.0% | 不變 |
| JT Stratford LLC | 14,248 | $138.7 萬 | 0.21% | −312−2.1% | 減碼 |
| Argonautica Private Wealth Management, Inc | 14,283 | $139.0 萬 | 0.44% | −30−0.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 14,290 | $139.1 萬 | 0.12% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 14,318 | $139.4 萬 | 0.09% | +610+4.4% | 加碼 |
| First Commonwealth Financial Corp | 14,450 | $140.7 萬 | 0.30% | +169+1.2% | 加碼 |
| Wealth Alliance | 14,465 | $140.8 萬 | 0.16% | +153+1.1% | 加碼 |
| KRS Capital Management, LLC | 14,498 | $141.1 萬 | 0.94% | +14,498 | 新進 |
| Central Pacific Bank - Trust Division | 14,511 | $141.3 萬 | 0.18% | +11,307+352.9% | 加碼 |
| Norden Group LLC | 14,567 | $141.8 萬 | 0.15% | −47,582−76.6% | 減碼 |
| Bamco Inc | 14,568 | $141.8 萬 | 0.00% | +5,549+61.5% | 加碼 |
| Gold Investment Management Ltd. | 14,666 | $142.5 萬 | 0.54% | +5,063+52.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 14,708 | $143.1 萬 | 0.03% | −172−1.2% | 減碼 |
| Fort Point Capital Partners LLC | 14,727 | $143.7 萬 | 0.14% | −98−0.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,766 | $143.7 萬 | 0.04% | +458+3.2% | 加碼 |
| Encompass Wealth Advisors, LLC | 14,818 | $144.2 萬 | 0.53% | +70.0% | 加碼 |
| Trust Asset Management LLC | 14,872 | $144.8 萬 | 0.11% | 00.0% | 不變 |
| SoundView Advisors Inc. | 14,968 | $145.6 萬 | 0.54% | +267+1.8% | 加碼 |
| Cohen Klingenstein LLC | 15,000 | $146.0 萬 | 0.05% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 15,033 | $146.3 萬 | 0.02% | +9,345+164.3% | 加碼 |
| Compass Capital Corp | 19,837 | $148.1 萬 | 0.70% | 00.0% | 不變 |
| KPP Advisory Services LLC | 15,220 | $148.2 萬 | 0.24% | +3,072+25.3% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15,259 | $148.5 萬 | 0.19% | +2,274+17.5% | 加碼 |
| Sand Hill Global Advisors, LLC | 15,260 | $148.5 萬 | 0.06% | +15,260 | 新進 |
| Chicago Partners Investment Group LLC | 15,395 | $149.5 萬 | 0.04% | +863+5.9% | 加碼 |
| Fortis Group Advisors, LLC | 15,831 | $150.2 萬 | 0.27% | +15,681+10,454.0% | 加碼 |
| Citizens Financial Group Inc | 15,507 | $150.9 萬 | 0.02% | +4,758+44.3% | 加碼 |
| Glen Eagle Advisors, LLC | 15,520 | $151.1 萬 | 0.23% | −348−2.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 15,559 | $151.5 萬 | 0.10% | −18,181−53.9% | 減碼 |
| Fiduciary Family Office, LLC | 15,603 | $151.9 萬 | 0.50% | +2,939+23.2% | 加碼 |
| Aspire Private Capital, LLC | 15,624 | $152.1 萬 | 0.35% | +5,570+55.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 15,653 | $152.4 萬 | 0.01% | −4,402−21.9% | 減碼 |
| Koss-Olinger Consulting, LLC | 15,659 | $152.4 萬 | 0.13% | +19+0.1% | 加碼 |
| Intellectus Partners, LLC | 15,677 | $153.0 萬 | 0.33% | +15,677 | 新進 |
| We Are One Seven, LLC | 15,882 | $154.6 萬 | 0.05% | −676−4.1% | 減碼 |
| Trust Co of Oklahoma | 15,934 | $155.1 萬 | 0.49% | −9,844−38.2% | 減碼 |
| Snowden Capital Advisors LLC | 15,900 | $155.1 萬 | 0.05% | −285−1.8% | 減碼 |
| Brookstone Capital Management | 15,946 | $155.2 萬 | 0.02% | −1,673−9.5% | 減碼 |
| Wincap Financial LLC | 15,950 | $155.3 萬 | 1.25% | −690−4.1% | 減碼 |
| Westpac Banking Corp | 15,953 | $155.3 萬 | 0.10% | +5,969+59.8% | 加碼 |
| Goelzer Investment Management, Inc. | 15,953 | $155.3 萬 | 0.09% | +15,953 | 新進 |
| Salomon & Ludwin, LLC | 15,790 | $156.1 萬 | 0.15% | −80−0.5% | 減碼 |
| Clearstead Advisors, LLC | 16,077 | $156.5 萬 | 0.02% | +1,826+12.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 16,090 | $156.6 萬 | 0.03% | +361+2.3% | 加碼 |
| Smithfield Trust Co | 16,126 | $156.8 萬 | 0.07% | +462+2.9% | 加碼 |
| Middleton & Co Inc | 16,231 | $158.0 萬 | 0.18% | 00.0% | 不變 |
| Synovus Financial Corp | 16,258 | $158.3 萬 | 0.02% | +226+1.4% | 加碼 |