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
- 1,882
- 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 666 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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 30,466 | $296.6 萬 | 0.42% | +1,652+5.7% | 加碼 |
| First American Trust, FSB | 30,481 | $296.7 萬 | 0.24% | −13,166−30.2% | 減碼 |
| Greenup Street Wealth Management LLC | 30,513 | $297.0 萬 | 0.52% | +377+1.3% | 加碼 |
| DSG Capital Advisors, LLC | 30,796 | $299.8 萬 | 0.53% | +17,255+127.4% | 加碼 |
| Empower Advisory Group, LLC | 30,862 | $300.4 萬 | 0.01% | +173+0.6% | 加碼 |
| Congress Wealth Management LLC | 31,103 | $302.8 萬 | 0.03% | +4,193+15.6% | 加碼 |
| True North Advisors, LLC | 31,142 | $303.1 萬 | 0.58% | −3,522−10.2% | 減碼 |
| Secure Asset Management, LLC | 31,162 | $303.3 萬 | 0.56% | −92−0.3% | 減碼 |
| MIG Capital, LLC | 31,417 | $305.8 萬 | 0.32% | +22,921+269.8% | 加碼 |
| TD Waterhouse Canada Inc. | 31,617 | $306.1 萬 | 0.02% | −2,784−8.1% | 減碼 |
| Ostrum Asset Management | 31,596 | $307.6 萬 | 0.14% | −7,882−20.0% | 減碼 |
| Martin Capital Advisors, LLP | 32,033 | $311.8 萬 | 2.03% | +780+2.5% | 加碼 |
| Northwest & Ethical Investments L.P. | 32,370 | $315.1 萬 | 0.08% | +900+2.9% | 加碼 |
| Precedent Wealth Partners, LLC | 32,568 | $317.0 萬 | 0.78% | +3,811+13.3% | 加碼 |
| Community Bank, N.A. | 32,873 | $320.0 萬 | 0.42% | +1,442+4.6% | 加碼 |
| Shoker Investment Counsel, Inc. | 33,093 | $322.1 萬 | 1.01% | +33,093 | 新進 |
| Apollon Wealth Management, LLC | 33,196 | $323.1 萬 | 0.06% | +2,478+8.1% | 加碼 |
| Marshall Financial Group LLC | 33,073 | $324.6 萬 | 0.64% | +821+2.5% | 加碼 |
| Engineers Gate Manager LP | 33,355 | $324.7 萬 | 0.04% | −67,143−66.8% | 減碼 |
| MV Capital Management, Inc. | 33,373 | $324.9 萬 | 0.33% | −947−2.8% | 減碼 |
| Princeton Global Asset Management LLC | 33,430 | $325.4 萬 | 0.59% | −393−1.2% | 減碼 |
| Foyston, Gordon, & Payne Inc | 33,442 | $325.5 萬 | 0.74% | +139+0.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 33,450 | $325.6 萬 | 0.35% | −2,262−6.3% | 減碼 |
| Buckhead Capital Management LLC | 33,596 | $327.0 萬 | 1.26% | +11,773+53.9% | 加碼 |
| FourThought Financial Partners, LLC | 33,638 | $327.4 萬 | 0.32% | −4,467−11.7% | 減碼 |
| Bard Financial Services, Inc. | 33,750 | $328.5 萬 | 0.39% | 00.0% | 不變 |
| CX Institutional | 33,952 | $330.5 萬 | 0.12% | +2,771+8.9% | 加碼 |
| Westhampton Capital, LLC | 34,052 | $331.5 萬 | 1.71% | −234−0.7% | 減碼 |
| Tiaa Trust, National Association | 34,414 | $335.0 萬 | 0.01% | +691+2.0% | 加碼 |
| Dark Forest Capital Management LP | 34,634 | $337.1 萬 | 0.14% | −4,724−12.0% | 減碼 |
| Wealthspire Advisors, LLC | 34,754 | $338.3 萬 | 0.02% | −34−0.1% | 減碼 |
| Wahed Invest LLC | 34,761 | $338.4 萬 | 0.52% | +1,684+5.1% | 加碼 |
| Howard Capital Management Inc. | 34,720 | $338.8 萬 | 0.05% | +3,434+11.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 34,969 | $340.4 萬 | 0.23% | −2,424−6.5% | 減碼 |
| Brown Advisory Inc | 34,983 | $340.5 萬 | 0.00% | +370+1.1% | 加碼 |
| Mill Capital Management, LLC | 35,000 | $340.7 萬 | 0.27% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 35,067 | $341.3 萬 | 0.09% | +7,549+27.4% | 加碼 |
| China Universal Asset Management Co., Ltd. | 35,042 | $341.7 萬 | 0.32% | −14,463−29.2% | 減碼 |
| Primoris Wealth Advisors, LLC | 35,322 | $343.8 萬 | 2.35% | 00.0% | 不變 |
| Darwin Advisors, LLC | 35,388 | $344.5 萬 | 1.19% | +8,746+32.8% | 加碼 |
| First Financial Bankshares Inc | 35,700 | $347.5 萬 | 0.08% | −49−0.1% | 減碼 |
| Merit Financial Group, LLC | 36,004 | $350.5 萬 | 0.04% | +10,495+41.1% | 加碼 |
| Meeder Advisory Services, Inc. | 36,662 | $356.9 萬 | 0.18% | +1,482+4.2% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 36,873 | $358.9 萬 | 0.54% | +980+2.7% | 加碼 |
| Commonwealth Retirement Investments LLC | 36,983 | $360.0 萬 | 1.37% | +14,179+62.2% | 加碼 |
| Proficio Capital Partners LLC | 37,032 | $360.5 萬 | 0.22% | −317−0.8% | 減碼 |
| Probity Advisors, Inc. | 37,369 | $363.8 萬 | 0.64% | −150−0.4% | 減碼 |
| Financial Advisors Network, Inc. | 37,388 | $363.9 萬 | 0.55% | +3,139+9.2% | 加碼 |
| Global X Japan Co., Ltd. | 37,749 | $367.4 萬 | 0.37% | −5,609−12.9% | 減碼 |
| Barometer Capital Management Inc. | 38,260 | $372.4 萬 | 1.03% | +38,260 | 新進 |
| LGT Fund Management Co Ltd. | 38,620 | $375.9 萬 | 0.33% | +21,110+120.6% | 加碼 |
| Asio Capital, LLC | 38,659 | $376.3 萬 | 0.63% | +8,689+29.0% | 加碼 |
| Strategic Financial Services, Inc, | 38,827 | $377.9 萬 | 0.20% | +27+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 38,963 | $380.2 萬 | 0.07% | +38,963 | 新進 |
| Aptus Capital Advisors, LLC | 39,488 | $384.4 萬 | 0.04% | −10,151−20.4% | 減碼 |
| Diversify Advisory Services, LLC | 36,633 | $385.7 萬 | 0.15% | +8,004+28.0% | 加碼 |
| Intrust Bank NA | 40,109 | $390.4 萬 | 0.35% | −3,902−8.9% | 減碼 |
| Bryn Mawr Trust Co | 40,257 | $391.9 萬 | 0.07% | −1,731−4.1% | 減碼 |
| Independent Advisor Alliance | 40,588 | $395.1 萬 | 0.11% | −664−1.6% | 減碼 |
| Bristlecone Advisors, LLC | 40,632 | $395.5 萬 | 0.33% | −11,821−22.5% | 減碼 |
| Quadrant Capital Group LLC | 40,794 | $397.1 萬 | 0.14% | −4,952−10.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 40,805 | $397.2 萬 | 0.06% | −22−0.1% | 減碼 |
| Cetera Trust Company, N.A | 41,010 | $399.2 萬 | 2.38% | 00.0% | 不變 |
| Winton Group Ltd | 41,271 | $401.7 萬 | 0.21% | +26,879+186.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 41,836 | $407.2 萬 | 0.45% | +543+1.3% | 加碼 |
| Knollwood Investment Advisory, LLC | 41,980 | $408.6 萬 | 0.39% | 00.0% | 不變 |
| Progressive Investment Management Corp | 42,213 | $410.9 萬 | 1.05% | −368−0.9% | 減碼 |
| Monetary Management Group Inc | 42,285 | $411.6 萬 | 1.01% | −1,750−4.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 42,304 | $411.8 萬 | 0.16% | −118,518−73.7% | 減碼 |
| Larson Financial Group LLC | 42,332 | $412.1 萬 | 0.17% | −972−2.2% | 減碼 |
| Headlands Technologies LLC | 42,433 | $413.0 萬 | 0.49% | −103,086−70.8% | 減碼 |
| Perigon Wealth Management, LLC | 42,589 | $414.6 萬 | 0.10% | +723+1.7% | 加碼 |
| RSM US Wealth Management LLC | 42,092 | $417.7 萬 | 0.06% | +86+0.2% | 加碼 |
| Valley National Advisers Inc | 43,272 | $421.1 萬 | 0.69% | −1,154−2.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 43,344 | $421.9 萬 | 0.18% | +4,120+10.5% | 加碼 |
| Farmers Trust Co | 43,574 | $424.1 萬 | 0.79% | +43,574 | 新進 |
| BLI - Banque de Luxembourg Investments | 43,700 | $424.7 萬 | 0.12% | +43,700 | 新進 |
| Green Alpha Advisors, LLC | 43,698 | $425.4 萬 | 4.06% | −1,032−2.3% | 減碼 |
| Mather Group, LLC. | 44,043 | $428.7 萬 | 0.05% | +6,058+15.9% | 加碼 |
| JB Capital LLC | 44,141 | $429.7 萬 | 0.21% | −6,204−12.3% | 減碼 |
| AE Wealth Management LLC | 44,190 | $430.1 萬 | 0.03% | +7,118+19.2% | 加碼 |
| Abn Amro Investment Solutions | 44,382 | $432.0 萬 | 0.09% | −1,216−2.7% | 減碼 |
| Financial Advisory Service, Inc. | 44,657 | $434.7 萬 | 0.32% | +5,571+14.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 44,853 | $436.6 萬 | 0.22% | +19,340+75.8% | 加碼 |
| New Age Alpha Advisors, LLC | 44,915 | $437.2 萬 | 0.19% | +31,662+238.9% | 加碼 |
| Vise Technologies, Inc. | 45,206 | $440.0 萬 | 0.18% | +45,206 | 新進 |
| Atria Wealth Solutions, Inc. | 45,077 | $440.3 萬 | 0.10% | −33,104−42.3% | 減碼 |
| Umpqua Bank | 44,600 | $445.2 萬 | 1.36% | +1,290+3.0% | 加碼 |
| Kinneret Advisory, LLC | 46,163 | $450.4 萬 | 0.41% | −70−0.2% | 減碼 |
| Jump Financial, LLC | 46,338 | $451.1 萬 | 0.06% | +23,686+104.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 46,386 | $451.5 萬 | 0.01% | +2,000+4.5% | 加碼 |
| Summit Partners Public Asset Management, LLC | 46,500 | $452.6 萬 | 0.18% | −225,500−82.9% | 減碼 |
| Harbour Capital Advisors, LLC | 45,920 | $453.8 萬 | 0.96% | −420−0.9% | 減碼 |
| Empirical Finance, LLC | 46,676 | $454.3 萬 | 0.24% | +279+0.6% | 加碼 |
| Capital Investment Advisors, LLC | 46,711 | $454.7 萬 | 0.08% | +1,572+3.5% | 加碼 |
| EP Wealth Advisors, LLC | 46,721 | $454.8 萬 | 0.03% | +3,922+9.2% | 加碼 |
| CCM Investment Advisers LLC | 47,015 | $457.6 萬 | 0.49% | +380+0.8% | 加碼 |
| Employees Retirement System of Texas | 47,384 | $461.2 萬 | 0.04% | +47,384 | 新進 |
| Point72 Europe (London) LLP | 47,400 | $461.4 萬 | 0.24% | −4,100−8.0% | 減碼 |
| Mission Wealth Management, LP | 47,404 | $461.4 萬 | 0.10% | −5,135−9.8% | 減碼 |