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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 3,010 | $29.3 萬 | 0.10% | +3,010 | 新進 |
| Wall Street Financial Group, Inc. | 3,013 | $29.3 萬 | 0.26% | +3,013 | 新進 |
| Dock Street Asset Management Inc | 3,014 | $29.3 萬 | 0.03% | −120−3.8% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,095 | $29.4 萬 | 0.24% | −85−2.7% | 減碼 |
| Pinnacle Financial Partners Inc | 3,024 | $29.4 萬 | 0.01% | +265+9.6% | 加碼 |
| Traynor Capital Management, Inc. | 3,048 | $29.5 萬 | 0.02% | −541−15.1% | 減碼 |
| Foronjy Financial LLC | 3,034 | $29.5 萬 | 0.14% | +3,034 | 新進 |
| Cyndeo Wealth Partners, LLC | 3,034 | $29.5 萬 | 0.02% | +3,034 | 新進 |
| Triad Wealth Partners, LLC | 3,038 | $29.6 萬 | 0.06% | −1,162−27.7% | 減碼 |
| Chesley Taft & Associates LLC | 3,040 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Parsons Capital Management Inc | 3,045 | $29.6 萬 | 0.02% | −500−14.1% | 減碼 |
| Schnieders Capital Management LLC | 3,060 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 3,083 | $30.0 萬 | 0.07% | +3,083 | 新進 |
| Westmount Partners, LLC | 3,095 | $30.1 萬 | 0.08% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 3,089 | $30.1 萬 | 0.03% | −2,279−42.5% | 減碼 |
| Kavar Capital Partners Group, LLC | 3,116 | $30.3 萬 | 0.04% | 00.0% | 不變 |
| McAdam, LLC | 3,123 | $30.4 萬 | 0.02% | +3,123 | 新進 |
| TAGStone Capital, Inc. | 3,000 | $30.5 萬 | 0.13% | +3,000 | 新進 |
| Zullo Investment Group, Inc. | 3,144 | $30.6 萬 | 0.12% | −63−2.0% | 減碼 |
| Mayport, LLC | 3,151 | $30.7 萬 | 0.07% | +11+0.4% | 加碼 |
| Apella Capital, LLC | 3,126 | $30.7 萬 | 0.01% | −155−4.7% | 減碼 |
| Watts Gwilliam & Co., LLC | 2,448 | $30.9 萬 | 0.05% | +2,448 | 新進 |
| Atala Financial Inc | 3,177 | $30.9 萬 | 0.21% | 00.0% | 不變 |
| Fragasso Group Inc. | 3,186 | $31.0 萬 | 0.02% | +3,186 | 新進 |
| Simmons Bank | 3,190 | $31.1 萬 | 0.02% | −550−14.7% | 減碼 |
| Leo Wealth, LLC | 3,205 | $31.2 萬 | 0.02% | +3,205 | 新進 |
| FDx Advisors, Inc. | 3,211 | $31.3 萬 | 0.10% | +3,211 | 新進 |
| OneAscent Wealth Management LLC | 3,212 | $31.3 萬 | 0.12% | +3,212 | 新進 |
| Strategies Wealth Advisors, LLC | 3,216 | $31.3 萬 | 0.03% | −70−2.1% | 減碼 |
| Gitterman Wealth Management, LLC | 3,219 | $31.3 萬 | 0.07% | +3,219 | 新進 |
| Aries Wealth Management | 3,220 | $31.3 萬 | 0.08% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,230 | $31.4 萬 | 0.01% | +192+6.3% | 加碼 |
| Lester Murray Antman dba SimplyRich | 3,240 | $31.5 萬 | 0.09% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 3,248 | $31.6 萬 | 0.02% | +3,248 | 新進 |
| Ipswich Investment Management Co., Inc. | 3,250 | $31.6 萬 | 0.08% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 3,263 | $31.8 萬 | 0.06% | +3,263 | 新進 |
| Pines Wealth Management, LLC | 3,230 | $31.9 萬 | 0.11% | +3,230 | 新進 |
| Five Oceans Advisors | 3,284 | $32.0 萬 | 0.14% | −10.0% | 減碼 |
| Cooper Financial Group | 3,288 | $32.0 萬 | 0.04% | −1,224−27.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,292 | $32.0 萬 | 0.05% | 00.0% | 不變 |
| Sovran Advisors, LLC | 3,210 | $32.0 萬 | 0.03% | +3,210 | 新進 |
| Blume Capital Management, Inc. | 3,300 | $32.1 萬 | 0.07% | −9−0.3% | 減碼 |
| Poehling Capital Management, LLC | 3,300 | $32.1 萬 | 0.08% | 00.0% | 不變 |
| MBB Public Markets I LLC | 3,321 | $32.3 萬 | 0.04% | −771−18.8% | 減碼 |
| Winch Advisory Services, LLC | 3,326 | $32.4 萬 | 0.08% | +17+0.5% | 加碼 |
| Natural Investments, LLC | 3,329 | $32.4 萬 | 0.08% | +416+14.3% | 加碼 |
| Fiduciary Wealth Partners, LLC | 3,331 | $32.4 萬 | 0.31% | +3,131+1,565.5% | 加碼 |
| Affinity Wealth Management LLC | 3,370 | $32.8 萬 | 0.05% | 00.0% | 不變 |
| Onefund, LLC | 3,380 | $32.9 萬 | 0.24% | −4−0.1% | 減碼 |
| Hudock, Inc. | 3,394 | $33.0 萬 | 0.05% | +387+12.9% | 加碼 |
| SNS Financial Group, LLC | 3,389 | $33.1 萬 | 0.03% | −9−0.3% | 減碼 |
| Northstar Group, Inc. | 3,400 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 3,400 | $33.1 萬 | 0.06% | 00.0% | 不變 |
| Scott Marsh Financial, LLC | 3,404 | $33.1 萬 | 0.12% | +3,404 | 新進 |
| West Michigan Advisors, LLC | 3,406 | $33.2 萬 | 0.09% | −319−8.6% | 減碼 |
| CFM Wealth Partners LLC | 3,426 | $33.3 萬 | 0.05% | −2,324−40.4% | 減碼 |
| Davis R M Inc | 3,429 | $33.4 萬 | 0.01% | +3,429 | 新進 |
| Portfolio Design Labs, LLC | 3,429 | $33.4 萬 | 0.07% | −952−21.7% | 減碼 |
| CLG LLC | 3,445 | $33.5 萬 | 0.10% | +10.0% | 加碼 |
| Equitable Trust Co | 3,449 | $33.6 萬 | 0.02% | −1,125−24.6% | 減碼 |
| Allianz SE | 3,460 | $33.7 萬 | 0.01% | −16,710−82.8% | 減碼 |
| Arete Wealth Advisors, LLC | 3,458 | $33.7 萬 | 0.02% | +399+13.0% | 加碼 |
| Powell Investment Advisors, LLC | 3,460 | $33.8 萬 | 0.13% | 00.0% | 不變 |
| GTS Securities LLC | 3,469 | $33.8 萬 | 0.02% | −10,842−75.8% | 減碼 |
| Sivia Capital Partners, LLC | 3,482 | $33.9 萬 | 0.12% | −210−5.7% | 減碼 |
| Thrive Wealth Management, LLC | 3,494 | $34.0 萬 | 0.05% | +87+2.6% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 3,494 | $34.0 萬 | 0.07% | 00.0% | 不變 |
| Stillwater Capital Advisors, LLC | 3,500 | $34.1 萬 | 0.04% | −108−3.0% | 減碼 |
| Destination Wealth Management | 3,511 | $34.2 萬 | 0.01% | +191+5.8% | 加碼 |
| Seven Mile Advisory | 3,518 | $34.2 萬 | 0.21% | −556−13.6% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,540 | $34.5 萬 | 0.15% | 00.0% | 不變 |
| Wealthquest Corp | 3,564 | $34.7 萬 | 0.03% | +38+1.1% | 加碼 |
| MONECO Advisors, LLC | 3,576 | $34.8 萬 | 0.03% | +88+2.5% | 加碼 |
| Sittner & Nelson, LLC | 3,595 | $35.0 萬 | 0.14% | +195+5.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,595 | $35.0 萬 | 0.04% | −200−5.3% | 減碼 |
| Wexford Capital LP | 3,603 | $35.1 萬 | 0.10% | −727−16.8% | 減碼 |
| Evermay Wealth Management LLC | 3,632 | $35.4 萬 | 0.04% | +1,292+55.2% | 加碼 |
| Financial Management Professionals, Inc. | 3,631 | $35.4 萬 | 0.04% | −316−8.0% | 減碼 |
| Stock Yards Bank & Trust Co | 3,649 | $35.5 萬 | 0.01% | +39+1.1% | 加碼 |
| RMR Wealth Builders | 3,680 | $35.8 萬 | 0.03% | −157−4.1% | 減碼 |
| Rothschild Investment LLC | 3,684 | $35.9 萬 | 0.02% | −595−13.9% | 減碼 |
| WealthBridge Capital Management, LLC | 3,691 | $35.9 萬 | 0.09% | +3,691 | 新進 |
| Whelan Financial | 3,699 | $36.0 萬 | 0.13% | −245−6.2% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 3,732 | $36.3 萬 | 0.02% | +3,732 | 新進 |
| FSM Wealth Advisors, LLC | 3,711 | $36.4 萬 | 0.06% | +3,711 | 新進 |
| Williams & Novak, LLC | 3,750 | $36.5 萬 | 0.31% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,757 | $36.6 萬 | 0.01% | +2,312+160.0% | 加碼 |
| Drive Wealth Management, LLC | 3,749 | $36.6 萬 | 0.08% | +829+28.4% | 加碼 |
| Vivaldi Capital Management, LLC | 3,763 | $36.6 萬 | 0.05% | +46+1.2% | 加碼 |
| Kendall Capital Management | 3,770 | $36.7 萬 | 0.10% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 3,782 | $36.8 萬 | 0.02% | −118,217−96.9% | 減碼 |
| Delta Investment Management, LLC | 3,783 | $36.8 萬 | 0.07% | +3+0.1% | 加碼 |
| Fundamentun, LLC | 3,786 | $36.9 萬 | 0.02% | +737+24.2% | 加碼 |
| Congress Asset Management Co | 3,788 | $36.9 萬 | 0.00% | +14+0.4% | 加碼 |
| Grassi Investment Management | 3,800 | $37.0 萬 | 0.03% | −200−5.0% | 減碼 |
| Franklin Street Advisors Inc | 3,805 | $37.0 萬 | 0.02% | +815+27.3% | 加碼 |
| Cornerstone Wealth Group, LLC | 3,819 | $37.2 萬 | 0.03% | +352+10.2% | 加碼 |
| Core Alternative Capital | 3,830 | $37.3 萬 | 0.10% | −7,360−65.8% | 減碼 |
| Corton Capital Inc. | 3,846 | $37.4 萬 | 0.44% | +3,846 | 新進 |
| Walker Asset Management, LLC | 3,876 | $37.7 萬 | 0.22% | +14+0.4% | 加碼 |