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 3,142 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 | 3,142 | $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 |
|---|---|---|---|---|---|
| Canvas Wealth Advisors, LLC | 2,281 | $22.5 萬 | 0.04% | +2,281 | 新進 |
| Defined Financial Planning LLC | 2,231 | $22.5 萬 | 0.20% | +2,231 | 新進 |
| Bensler, LLC | 2,340 | $22.8 萬 | 0.03% | +2,340 | 新進 |
| First Interstate Bank | 2,367 | $23.0 萬 | 0.01% | +2,367 | 新進 |
| Virtue Capital Management, LLC | 2,374 | $23.1 萬 | 0.04% | +2,374 | 新進 |
| YANKCOM Partnership | 2,376 | $23.1 萬 | 0.11% | +47+2.0% | 加碼 |
| Blueshift Asset Management, LLC | 2,376 | $23.1 萬 | 0.07% | +2,376 | 新進 |
| Terra Nova Asset Management LLC | 2,377 | $23.1 萬 | 0.16% | −24,795−91.3% | 減碼 |
| Kennicott Capital Management LLC | 2,400 | $23.4 萬 | 0.13% | +2,400 | 新進 |
| Key Client Fiduciary Advisors, LLC | 2,401 | $23.4 萬 | 0.10% | +2,401 | 新進 |
| Mesirow Financial Investment Management, Inc. | 2,406 | $23.4 萬 | 0.00% | +2,406 | 新進 |
| Lazari Capital Management, Inc. | 2,406 | $23.4 萬 | 0.09% | +2,406 | 新進 |
| Brookwood Investment Group LLC | 2,406 | $23.4 萬 | 0.04% | +2,406 | 新進 |
| CFC Planning Co LLC | 2,412 | $23.5 萬 | 0.23% | −7,402−75.4% | 減碼 |
| Golden State Equity Partners | 2,413 | $23.5 萬 | 0.04% | −769−24.2% | 減碼 |
| Keystone Wealth Services, LLC | 2,418 | $23.5 萬 | 0.06% | +2,418 | 新進 |
| Anchor Investment Management, LLC | 2,421 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 2,437 | $23.7 萬 | 0.02% | +2,437 | 新進 |
| Brucke Financial, Inc. | 2,449 | $23.8 萬 | 0.17% | −944−27.8% | 減碼 |
| Covestor Ltd | 2,467 | $24.0 萬 | 0.14% | −111−4.3% | 減碼 |
| Tilson Financial Group, Inc. | 2,485 | $24.2 萬 | 0.09% | +2,485 | 新進 |
| OneAscent Family Office, LLC | 2,500 | $24.3 萬 | 0.23% | +2,500 | 新進 |
| B&L Asset Management LLC | 2,500 | $24.3 萬 | 0.14% | +2,500 | 新進 |
| Wedge Capital Management L L P | 2,503 | $24.4 萬 | 0.00% | +2,503 | 新進 |
| Affinity Capital Advisors, LLC | 2,506 | $24.4 萬 | 0.04% | +2,506 | 新進 |
| LVW Advisors, LLC | 2,522 | $24.5 萬 | 0.03% | +2,522 | 新進 |
| West Bancorporation Inc | 2,524 | $24.6 萬 | 0.16% | +2,524 | 新進 |
| Country Club Bank | 2,540 | $24.7 萬 | 0.02% | +2,540 | 新進 |
| Baldwin Brothers Inc | 2,551 | $24.8 萬 | 0.02% | −578−18.5% | 減碼 |
| Abel Hall, LLC | 2,562 | $24.9 萬 | 0.12% | +2,562 | 新進 |
| New Republic Capital, LLC | 2,561 | $25.0 萬 | 0.09% | +2,561 | 新進 |
| Plancorp, LLC | 2,569 | $25.0 萬 | 0.01% | +2,569 | 新進 |
| Catalyst Capital Advisors LLC | 2,587 | $25.2 萬 | 0.01% | −507−16.4% | 減碼 |
| Lantz Financial LLC | 2,596 | $25.3 萬 | 0.06% | −280−9.7% | 減碼 |
| Gabelli Funds LLC | 2,600 | $25.3 萬 | 0.00% | +2,600 | 新進 |
| Allstate Corp | 2,615 | $25.5 萬 | 0.02% | −45,693−94.6% | 減碼 |
| BCR Wealth Strategies, LLC | 2,640 | $25.6 萬 | 0.10% | +2,640 | 新進 |
| Stonehaven Wealth & Tax Solutions, LLC | 2,632 | $25.6 萬 | 0.25% | −338−11.4% | 減碼 |
| Enterprise Bank & Trust Co | 2,640 | $25.7 萬 | 0.10% | +2,640 | 新進 |
| Maven Securities LTD | 2,643 | $25.7 萬 | 0.07% | +2,643 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,650 | $25.8 萬 | 0.07% | +200+8.2% | 加碼 |
| Grandfield & Dodd, LLC | 2,650 | $25.8 萬 | 0.02% | +2,650 | 新進 |
| West Oak Capital, LLC | 2,650 | $25.8 萬 | 0.10% | 00.0% | 不變 |
| BCS Wealth Management | 2,647 | $25.8 萬 | 0.06% | +2,647 | 新進 |
| Stonebridge Financial Group, LLC | 2,655 | $25.8 萬 | 0.03% | −29−1.1% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 2,660 | $25.9 萬 | 0.17% | +2,660 | 新進 |
| Integras Partners LLC | 2,660 | $25.9 萬 | 0.26% | +2,660 | 新進 |
| Ellevest, Inc. | 2,663 | $25.9 萬 | 0.04% | −324−10.8% | 減碼 |
| Broyhill Asset Management | 2,690 | $26.2 萬 | 0.24% | +2,690 | 新進 |
| Jacobsen Capital Management | 2,693 | $26.2 萬 | 0.10% | +2,693 | 新進 |
| Aprio Wealth Management, LLC | 2,695 | $26.2 萬 | 0.03% | +2,695 | 新進 |
| Austin Private Wealth, LLC | 2,704 | $26.3 萬 | 0.02% | +138+5.4% | 加碼 |
| Obsidian Personal Planning Solutions LLC | 2,713 | $26.4 萬 | 0.11% | +2,713 | 新進 |
| 49 Wealth Management, LLC | 2,717 | $26.4 萬 | 0.03% | −260−8.7% | 減碼 |
| New Wave Wealth Advisors LLC | 2,720 | $26.5 萬 | 0.11% | +2,720 | 新進 |
| Andina Capital Management, LLC | 2,730 | $26.6 萬 | 0.19% | −51−1.8% | 減碼 |
| Purus Wealth Management, LLC | 2,740 | $26.7 萬 | 0.09% | +2,740 | 新進 |
| First County Bank | 2,742 | $26.7 萬 | 0.14% | +2,742 | 新進 |
| BridgePort Financial Solutions, LLC | 2,749 | $26.8 萬 | 0.09% | +2,749 | 新進 |
| Cypress Asset Management Inc | 2,750 | $26.8 萬 | 0.06% | +2,750 | 新進 |
| Wealth Alliance Advisory Group, LLC | 2,754 | $26.8 萬 | 0.05% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 2,772 | $27.0 萬 | 0.14% | −134−4.6% | 減碼 |
| DHK Financial Advisors, Inc. | 2,767 | $27.0 萬 | 0.16% | −83−2.9% | 減碼 |
| Dynamic Wealth Strategies, LLC | 2,778 | $27.0 萬 | 0.19% | −397−12.5% | 減碼 |
| Addison Advisors LLC | 2,780 | $27.1 萬 | 0.07% | −148−5.1% | 減碼 |
| Smith, Salley & Associates | 2,781 | $27.1 萬 | 0.02% | −30−1.1% | 減碼 |
| Asset Dedication, LLC | 2,804 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Brickley Wealth Management | 2,807 | $27.3 萬 | 0.05% | +7+0.3% | 加碼 |
| Element Wealth, LLC | 2,811 | $27.4 萬 | 0.13% | +10.0% | 加碼 |
| Advus Financial Partners, LLC | 2,823 | $27.5 萬 | 0.07% | −632−18.3% | 減碼 |
| First Horizon Advisors, Inc. | 2,833 | $27.6 萬 | 0.01% | +458+19.3% | 加碼 |
| SRS Capital Advisors, Inc. | 2,456 | $27.7 萬 | 0.01% | +1,241+102.1% | 加碼 |
| Callahan Advisors, LLC | 2,850 | $27.7 萬 | 0.02% | +2,850 | 新進 |
| Western Wealth Management, LLC | 2,856 | $27.8 萬 | 0.02% | −83−2.8% | 減碼 |
| Quantum Financial Advisors, LLC | 2,863 | $27.9 萬 | 0.04% | −3−0.1% | 減碼 |
| Smart Money Group LLC | 2,875 | $28.0 萬 | 0.09% | +2,875 | 新進 |
| May Barnhard Investments LLC | 2,880 | $28.0 萬 | 0.13% | 00.0% | 不變 |
| Milestone Resources Group Ltd | 2,890 | $28.1 萬 | 0.01% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,893 | $28.2 萬 | 0.01% | −171−5.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,889 | $28.2 萬 | 0.06% | −10.0% | 減碼 |
| Bill Few Associates, Inc. | 2,909 | $28.3 萬 | 0.08% | +9+0.3% | 加碼 |
| Wolff Wiese Magana LLC | 2,919 | $28.4 萬 | 0.18% | +49+1.7% | 加碼 |
| Poinciana Advisors Group, LLC | 2,924 | $28.5 萬 | 0.26% | +2,924 | 新進 |
| Grove Bank & Trust | 2,942 | $28.6 萬 | 0.04% | −430−12.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 2,950 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 2,953 | $28.7 萬 | 0.00% | +30+1.0% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,958 | $28.8 萬 | 0.00% | −6,409−68.4% | 減碼 |
| Brio Consultants, LLC | 2,961 | $28.8 萬 | 0.04% | +136+4.8% | 加碼 |
| Ewa, LLC | 2,963 | $28.8 萬 | 0.09% | +2,963 | 新進 |
| Impact Capital Partners LLC | 2,967 | $28.9 萬 | 0.09% | +2,967 | 新進 |
| Insight Advisors, LLC | 2,969 | $28.9 萬 | 0.05% | −996−25.1% | 減碼 |
| Texas Bank & Trust Co | 2,970 | $28.9 萬 | 0.11% | +2,970 | 新進 |
| Advisor OS, LLC | 2,973 | $28.9 萬 | 0.03% | −3,826−56.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,833 | $29.0 萬 | 0.07% | −637−18.4% | 減碼 |
| Essex Savings Bank | 2,985 | $29.1 萬 | 0.07% | +35+1.2% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,994 | $29.1 萬 | 0.00% | +2,994 | 新進 |
| Private Wealth Asset Management, LLC | 2,992 | $29.1 萬 | 0.04% | −940−23.9% | 減碼 |
| Virtus ETF Advisers LLC | 3,000 | $29.2 萬 | 0.18% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 3,008 | $29.3 萬 | 0.02% | −491−14.0% | 減碼 |
| Northside Capital Management, LLC | 3,010 | $29.3 萬 | 0.02% | 00.0% | 不變 |