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 |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 22,341 | $217.5 萬 | 0.43% | +720+3.3% | 加碼 |
| Bay Rivers Group | 22,404 | $218.1 萬 | 1.00% | +130+0.6% | 加碼 |
| Gradient Capital Advisors, LLC | 22,420 | $218.2 萬 | 0.64% | +846+3.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 22,459 | $218.6 萬 | 0.17% | −4,622−17.1% | 減碼 |
| Phraction Management LLC | 22,554 | $219.5 萬 | 0.70% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 22,648 | $220.5 萬 | 0.03% | −105−0.5% | 減碼 |
| Cloverfields Capital Group, LP | 22,740 | $221.4 萬 | 0.66% | +1,300+6.1% | 加碼 |
| Runnymede Capital Advisors, Inc. | 22,750 | $221.4 萬 | 2.04% | 00.0% | 不變 |
| Magnus Financial Group LLC | 22,762 | $221.6 萬 | 0.19% | +20.0% | 加碼 |
| Jane Street Group, LLC | 22,840 | $222.3 萬 | 0.00% | −1,685,621−98.7% | 減碼 |
| Invera Wealth Advisors, LLC | 23,013 | $224.0 萬 | 1.46% | −354−1.5% | 減碼 |
| Heritage Trust Co | 23,061 | $224.5 萬 | 0.26% | −481−2.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 23,123 | $225.1 萬 | 0.03% | +19,445+528.7% | 加碼 |
| Icon Wealth Advisors, LLC | 23,205 | $225.9 萬 | 0.16% | +751+3.3% | 加碼 |
| La Banque Postale Asset Management SA | 23,237 | $226.2 萬 | 0.03% | +15,577+203.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 23,335 | $227.1 萬 | 0.26% | +1,014+4.5% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 23,400 | $227.8 萬 | 0.25% | 00.0% | 不變 |
| Cornerstone Select Advisors, LLC | 23,597 | $229.7 萬 | 2.02% | −538−2.2% | 減碼 |
| Diversified Trust Co | 23,750 | $231.2 萬 | 0.05% | +396+1.7% | 加碼 |
| IHT Wealth Management, LLC | 23,833 | $232.0 萬 | 0.06% | +372+1.6% | 加碼 |
| Morse Asset Management, Inc | 23,870 | $232.4 萬 | 0.51% | +300+1.3% | 加碼 |
| Eads & Heald Wealth Management | 24,128 | $234.9 萬 | 1.16% | +814+3.5% | 加碼 |
| NRI Wealth Management LC | 24,191 | $235.5 萬 | 1.42% | +881+3.8% | 加碼 |
| Consolidated Portfolio Review Corp | 24,246 | $236.0 萬 | 0.33% | +2,316+10.6% | 加碼 |
| 180 Wealth Advisors, LLC | 24,293 | $236.5 萬 | 0.33% | −234−1.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,404 | $237.5 萬 | 0.05% | −4,157−14.6% | 減碼 |
| Ronald Blue Trust, Inc. | 24,507 | $238.5 萬 | 0.03% | +4,950+25.3% | 加碼 |
| Cary Street Partners Financial LLC | 24,530 | $238.8 萬 | 0.07% | +613+2.6% | 加碼 |
| Ellsworth Advisors, LLC | 24,540 | $238.9 萬 | 0.58% | +2,460+11.1% | 加碼 |
| Altman Advisors, Inc. | 24,776 | $239.9 萬 | 0.98% | +255+1.0% | 加碼 |
| Perennial Advisors, LLC | 24,650 | $239.9 萬 | 0.45% | −1,050−4.1% | 減碼 |
| Matisse Capital | 24,670 | $240.1 萬 | 1.14% | −4,500−15.4% | 減碼 |
| Mattson Financial Services, LLC | 24,809 | $241.5 萬 | 0.65% | +1,240+5.3% | 加碼 |
| PKO Investment Management Joint-Stock Co | 25,000 | $243.3 萬 | 0.26% | −60,927−70.9% | 減碼 |
| Needham Investment Management LLC | 25,000 | $243.3 萬 | 0.19% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 25,000 | $243.3 萬 | 5.21% | +25,000 | 新進 |
| Wedmont Private Capital | 24,439 | $243.9 萬 | 0.10% | +7,077+40.8% | 加碼 |
| Steel Peak Wealth Management LLC | 25,054 | $244.4 萬 | 0.10% | −17,010−40.4% | 減碼 |
| Palouse Capital Management, Inc. | 25,119 | $244.5 萬 | 1.61% | −6,323−20.1% | 減碼 |
| Aspetuck Financial Management LLC | 25,210 | $245.4 萬 | 1.85% | −150−0.6% | 減碼 |
| Ritholtz Wealth Management | 25,360 | $246.9 萬 | 0.05% | +24+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 25,426 | $247.5 萬 | 0.10% | −6,620−20.7% | 減碼 |
| Camden Capital, LLC | 25,445 | $247.8 萬 | 0.23% | +2,318+10.0% | 加碼 |
| Atlas Capital Advisors LLC | 25,500 | $248.2 萬 | 0.30% | −4,752−15.7% | 減碼 |
| Meitav Dash Investments Ltd | 25,536 | $248.6 萬 | 0.04% | +25,536 | 新進 |
| Kestra Private Wealth Services, LLC | 25,656 | $249.7 萬 | 0.04% | −330−1.3% | 減碼 |
| Savant Capital, LLC | 25,660 | $249.8 萬 | 0.02% | +6,086+31.1% | 加碼 |
| KG&L Capital Management,LLC | 25,662 | $249.8 萬 | 0.74% | −2,430−8.7% | 減碼 |
| Webster Bank, N. A. | 25,667 | $249.8 萬 | 0.26% | +981+4.0% | 加碼 |
| Yarbrough Capital, LLC | 25,732 | $250.5 萬 | 0.09% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 25,793 | $251.1 萬 | 0.16% | +7,322+39.6% | 加碼 |
| Moors & Cabot, Inc. | 25,863 | $251.8 萬 | 0.12% | −2,479−8.7% | 減碼 |
| Fortem Financial Group, LLC | 25,925 | $252.4 萬 | 0.81% | +16,301+169.4% | 加碼 |
| Calamos Wealth Management LLC | 25,934 | $252.4 萬 | 0.11% | +1,716+7.1% | 加碼 |
| Callan Family Office, LLC | 26,169 | $254.7 萬 | 0.08% | +14,354+121.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,393 | $256.9 萬 | 0.21% | +245+0.9% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 26,432 | $257.3 萬 | 0.84% | +77+0.3% | 加碼 |
| Leavell Investment Management, Inc. | 26,534 | $258.9 萬 | 0.12% | +2,299+9.5% | 加碼 |
| Harfst & Associates, Inc. | 26,662 | $259.5 萬 | 0.54% | −761−2.8% | 減碼 |
| Camarda Financial Advisors, LLC | 26,688 | $259.8 萬 | 1.02% | +26,688 | 新進 |
| BancorpSouth Bank | 26,822 | $261.1 萬 | 0.17% | −379−1.4% | 減碼 |
| Wood Tarver Financial Group, LLC | 26,870 | $261.5 萬 | 0.79% | 00.0% | 不變 |
| Advisory Research Inc | 26,991 | $262.7 萬 | 0.40% | +8,659+47.2% | 加碼 |
| Qtron Investments LLC | 27,017 | $263.0 萬 | 0.34% | +1,708+6.7% | 加碼 |
| Wetherby Asset Management Inc | 27,081 | $263.6 萬 | 0.12% | +27,081 | 新進 |
| GAMMA Investing LLC | 27,152 | $264.3 萬 | 0.17% | −2,256−7.7% | 減碼 |
| SS&H Financial Advisors, Inc. | 27,160 | $264.4 萬 | 0.88% | −1,750−6.1% | 減碼 |
| E&G Advisors, LP | 27,350 | $266.2 萬 | 0.69% | −30−0.1% | 減碼 |
| Bessemer Group Inc | 27,371 | $266.4 萬 | 0.00% | −6,671−19.6% | 減碼 |
| WealthShield Partners, LLC | 27,458 | $267.3 萬 | 0.32% | +27,458 | 新進 |
| Davenport & Co LLC | 27,527 | $267.9 萬 | 0.01% | −3,516−11.3% | 減碼 |
| Exchange Capital Management, Inc. | 27,541 | $268.1 萬 | 0.40% | −955−3.4% | 減碼 |
| Convergence Investment Partners, LLC | 27,704 | $269.7 萬 | 0.68% | +7,282+35.7% | 加碼 |
| Intech Investment Management LLC | 27,966 | $272.2 萬 | 0.03% | −7,701−21.6% | 減碼 |
| Advyzon Investment Management, LLC | 28,239 | $274.9 萬 | 0.61% | +28,239 | 新進 |
| Boston Private Wealth LLC | 28,255 | $275.0 萬 | 0.15% | +28,255 | 新進 |
| Cypress Capital Group | 28,312 | $275.6 萬 | 0.34% | +2,897+11.4% | 加碼 |
| MUFG Securities Americas Inc. | 28,349 | $275.9 萬 | 0.24% | +5,627+24.8% | 加碼 |
| Hel Ved Capital Management Ltd | 28,450 | $276.9 萬 | 1.25% | −105,250−78.7% | 減碼 |
| Glass Wealth Management Co LLC | 28,870 | $281.0 萬 | 1.50% | +2,270+8.5% | 加碼 |
| Everence Capital Management Inc | 28,890 | $281.2 萬 | 0.18% | 00.0% | 不變 |
| Resources Management Corp | 28,922 | $281.5 萬 | 0.38% | −54−0.2% | 減碼 |
| Trust Co of Vermont | 29,110 | $283.4 萬 | 0.13% | −778−2.6% | 減碼 |
| Intact Investment Management Inc. | 29,200 | $284.2 萬 | 0.10% | −34,200−53.9% | 減碼 |
| Signaturefd, LLC | 29,203 | $284.3 萬 | 0.05% | −3,185−9.8% | 減碼 |
| First Business Financial Services, Inc. | 29,280 | $285.0 萬 | 0.26% | −2,153−6.8% | 減碼 |
| Qsemble Capital Management, LP | 29,470 | $286.9 萬 | 0.27% | +29,470 | 新進 |
| MWA Asset Management | 29,492 | $287.1 萬 | 1.76% | +6,187+26.5% | 加碼 |
| one8zero8, LLC | 29,540 | $287.5 萬 | 0.68% | −32−0.1% | 減碼 |
| J. Stern & Co. LLP | 35,475 | $287.6 萬 | 0.25% | +35,475 | 新進 |
| Groesbeck Investment Management Corp | 29,550 | $287.6 萬 | 5.05% | −1,360−4.4% | 減碼 |
| Romano Brothers and Company | 29,685 | $289.0 萬 | 0.36% | 00.0% | 不變 |
| SevenBridge Financial Group, LLC | 27,481 | $289.3 萬 | 0.51% | −1,690−5.8% | 減碼 |
| IFP Advisors, Inc | 29,436 | $291.1 萬 | 0.08% | −15,385−34.3% | 減碼 |
| Foster & Motley Inc | 29,917 | $291.2 萬 | 0.17% | +15,859+112.8% | 加碼 |
| Artemis Wealth Advisors, LLC | 30,000 | $292.0 萬 | 0.50% | +30,000 | 新進 |
| Capital Advisors Inc | 30,134 | $293.3 萬 | 0.05% | +207+0.7% | 加碼 |
| BDF-Gestion | 30,154 | $293.5 萬 | 0.33% | +30,154 | 新進 |
| Jackson Square Capital, LLC | 30,225 | $294.2 萬 | 0.65% | −93−0.3% | 減碼 |
| Concentric Capital Strategies, LP | 30,298 | $294.9 萬 | 0.17% | −18,473−37.9% | 減碼 |