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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 3,891 | $37.9 萬 | 0.01% | +3,891 | 新進 |
| Great Diamond Partners, LLC | 3,900 | $38.0 萬 | 0.08% | −11−0.3% | 減碼 |
| Townsend & Associates, Inc | 3,919 | $38.0 萬 | 0.04% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,921 | $38.2 萬 | 0.01% | +669+20.6% | 加碼 |
| Waterloo Capital, L.P. | 3,922 | $38.2 萬 | 0.03% | +3,922 | 新進 |
| Premier Path Wealth Partners, LLC | 3,946 | $38.4 萬 | 0.05% | −187−4.5% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,098 | $38.5 萬 | 0.05% | +4,098 | 新進 |
| Silver Oak Securities, Inc | 3,971 | $38.7 萬 | 0.03% | +32+0.8% | 加碼 |
| Ramirez Asset Management, Inc. | 3,980 | $38.7 萬 | 0.06% | −150−3.6% | 減碼 |
| Sterling Investment Advisors, Ltd. | 3,991 | $38.9 萬 | 0.09% | +3,991 | 新進 |
| Horizon Bancorp Inc | 4,000 | $38.9 萬 | 0.20% | +4,000 | 新進 |
| King Wealth | 4,000 | $38.9 萬 | 0.05% | +4,000 | 新進 |
| Core Wealth Partners LLC | 4,000 | $38.9 萬 | 0.20% | 00.0% | 不變 |
| Wesbanco Bank Inc | 4,004 | $39.0 萬 | 0.01% | +776+24.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,008 | $39.0 萬 | 0.01% | +20+0.5% | 加碼 |
| Chelsea Counsel Co | 4,000 | $39.0 萬 | 0.19% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 4,033 | $39.2 萬 | 0.04% | +755+23.0% | 加碼 |
| Cromwell Holdings LLC | 4,020 | $39.2 萬 | 0.24% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 4,046 | $39.4 萬 | 0.05% | −3−0.1% | 減碼 |
| Fiduciary Financial Group, LLC | 4,073 | $39.4 萬 | 0.07% | +150+3.8% | 加碼 |
| Sax Wealth Advisors, LLC | 4,059 | $39.5 萬 | 0.02% | +37+0.9% | 加碼 |
| Darden Wealth Group Inc | 4,070 | $39.6 萬 | 0.24% | −2,950−42.0% | 減碼 |
| Sentry Investment Management LLC | 3,990 | $39.8 萬 | 0.22% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4,094 | $39.9 萬 | 0.01% | −1,642−28.6% | 減碼 |
| Syntegra Private Wealth Group, LLC | 4,100 | $39.9 萬 | 0.04% | −260−6.0% | 減碼 |
| Reyes Financial Architecture, Inc. | 4,100 | $39.9 萬 | 0.34% | +1,503+57.9% | 加碼 |
| Rathbone Brothers plc | 4,110 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| Victory Financial Group, LLC | 4,114 | $40.0 萬 | 0.06% | +1,441+53.9% | 加碼 |
| Ancora Advisors, LLC | 4,149 | $40.4 萬 | 0.01% | −13−0.3% | 減碼 |
| Field & Main Bank | 4,160 | $40.5 萬 | 0.13% | +1,565+60.3% | 加碼 |
| Enterprise Financial Services Corp | 4,160 | $40.5 萬 | 0.22% | +131+3.3% | 加碼 |
| TCG Advisory Services, LLC | 4,162 | $40.5 萬 | 0.01% | +4,162 | 新進 |
| Tactive Advisors, LLC | 4,180 | $40.7 萬 | 0.13% | +4,180 | 新進 |
| CFS Investment Advisory Services, LLC | 4,184 | $40.7 萬 | 0.03% | +11+0.3% | 加碼 |
| Lodestone Wealth Management LLC | 4,182 | $40.7 萬 | 0.20% | +929+28.6% | 加碼 |
| Rydar Equities, Inc. | 4,185 | $40.7 萬 | 0.32% | +4,185 | 新進 |
| Fairvoy Private Wealth, LLC | 4,185 | $40.7 萬 | 0.10% | +120+3.0% | 加碼 |
| Mascoma Wealth Management LLC | 4,190 | $40.8 萬 | 0.09% | 00.0% | 不變 |
| Client 1st Advisory Group, LLC | 4,190 | $40.8 萬 | 0.15% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 4,196 | $40.8 萬 | 0.03% | −237−5.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 4,223 | $41.1 萬 | 0.08% | −381−8.3% | 減碼 |
| Hollencrest Capital Management | 4,232 | $41.2 萬 | 0.02% | +424+11.1% | 加碼 |
| Range Financial Group LLC | 4,242 | $41.3 萬 | 0.16% | −77−1.8% | 減碼 |
| Sonora Investment Management Group, LLC | 4,243 | $41.3 萬 | 0.03% | +52+1.2% | 加碼 |
| Principal Street Partners, LLC | 4,252 | $41.4 萬 | 0.04% | +4,252 | 新進 |
| GWN Securities Inc. | 4,224 | $41.4 萬 | 0.08% | +284+7.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 4,291 | $41.8 萬 | 0.03% | −319−6.9% | 減碼 |
| Retirement Income Solutions, Inc | 4,300 | $41.9 萬 | 0.08% | 00.0% | 不變 |
| Saxon Interests, Inc. | 5,771 | $42.0 萬 | 0.20% | 00.0% | 不變 |
| West Wealth Group, LLC | 4,385 | $42.1 萬 | 0.10% | +27+0.6% | 加碼 |
| Braun-Bostich & Associates Inc. | 4,331 | $42.2 萬 | 0.29% | −7−0.2% | 減碼 |
| Sendero Wealth Management, LLC | 4,335 | $42.2 萬 | 0.05% | +543+14.3% | 加碼 |
| James Investment Research Inc | 4,355 | $42.4 萬 | 0.05% | +355+8.9% | 加碼 |
| Full Sail Capital, LLC | 4,367 | $42.5 萬 | 0.02% | +251+6.1% | 加碼 |
| Roberts Glore & Co Inc | 4,370 | $42.5 萬 | 0.12% | −5−0.1% | 減碼 |
| Investment Partners Asset Management, Inc. | 4,373 | $42.6 萬 | 0.30% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 4,383 | $42.7 萬 | 0.04% | −1,830−29.5% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 4,409 | $42.7 萬 | 0.20% | −84−1.9% | 減碼 |
| Hoxton Planning & Management, LLC | 4,386 | $42.7 萬 | 0.15% | −226−4.9% | 減碼 |
| Falcon Wealth Planning | 4,389 | $42.7 萬 | 0.04% | −1,206−21.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 4,399 | $42.8 萬 | 0.05% | −275−5.9% | 減碼 |
| Prasad Wealth Partners, LLC | 4,411 | $42.9 萬 | 0.13% | −304−6.4% | 減碼 |
| Catalyst Financial Partners LLC | 4,414 | $43.0 萬 | 0.05% | −428−8.8% | 減碼 |
| Daymark Wealth Partners, LLC | 4,427 | $43.1 萬 | 0.02% | −8,325−65.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,428 | $43.1 萬 | 0.02% | +94+2.2% | 加碼 |
| Tyler-Stone Wealth Management | 4,432 | $43.1 萬 | 0.07% | −3,148−41.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 4,441 | $43.2 萬 | 0.05% | +277+6.7% | 加碼 |
| Zhang Financial LLC | 4,455 | $43.4 萬 | 0.02% | −282−6.0% | 減碼 |
| Portside Wealth Group, LLC | 4,459 | $43.4 萬 | 0.06% | +538+13.7% | 加碼 |
| Veracity Capital LLC | 4,474 | $43.6 萬 | 0.15% | −258−5.5% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,475 | $43.6 萬 | 0.06% | +4,475 | 新進 |
| Nelson Capital Management, LLC | 4,490 | $43.7 萬 | 0.06% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 4,494 | $43.7 萬 | 0.03% | +4,494 | 新進 |
| Cherokee Insurance Co | 4,500 | $43.8 萬 | 0.19% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 4,520 | $44.0 萬 | 0.29% | −280−5.8% | 減碼 |
| ASB Consultores, LLC | 4,543 | $44.2 萬 | 0.30% | +35+0.8% | 加碼 |
| TRUE Private Wealth Advisors | 4,557 | $44.4 萬 | 0.05% | +10.0% | 加碼 |
| Curat Global, LLC | 4,601 | $44.8 萬 | 0.43% | +300+7.0% | 加碼 |
| Caldwell Trust Co | 4,620 | $45.0 萬 | 0.04% | 00.0% | 不變 |
| American National Bank | 4,645 | $45.2 萬 | 0.05% | −1,939−29.5% | 減碼 |
| Continuum Wealth Advisors, LLC | 4,700 | $45.7 萬 | 0.22% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 4,597 | $45.9 萬 | 0.42% | −31−0.7% | 減碼 |
| Prosperity Financial Group, Inc. | 4,724 | $46.0 萬 | 0.20% | +36+0.8% | 加碼 |
| Salem Investment Counselors Inc | 4,716 | $46.0 萬 | 0.01% | 00.0% | 不變 |
| Horizon Family Wealth, Inc. | 4,742 | $46.2 萬 | 0.28% | +18+0.4% | 加碼 |
| Columbia Asset Management | 4,750 | $46.2 萬 | 0.09% | 00.0% | 不變 |
| Banque Transatlantique SA | 4,750 | $46.2 萬 | 0.01% | +4,750 | 新進 |
| Ariadne Wealth Management, LP | 4,340 | $46.3 萬 | 0.22% | −573−11.7% | 減碼 |
| Kaizen Financial Strategies | 4,773 | $46.5 萬 | 0.24% | −190−3.8% | 減碼 |
| Oak Harvest Investment Services | 4,782 | $46.6 萬 | 0.06% | +20.0% | 加碼 |
| Edgestream Partners, L.P. | 4,789 | $46.6 萬 | 0.01% | +621+14.9% | 加碼 |
| Berbice Capital Management LLC | 4,800 | $46.7 萬 | 0.33% | +100+2.1% | 加碼 |
| TownSquare Capital, LLC | 4,806 | $46.8 萬 | 0.05% | −85,520−94.7% | 減碼 |
| Somerset Trust Co | 4,807 | $46.8 萬 | 0.15% | +256+5.6% | 加碼 |
| DRW Securities, LLC | 4,853 | $47.2 萬 | 0.03% | +936+23.9% | 加碼 |
| Lewis Asset Management, LLC | 4,856 | $47.3 萬 | 0.22% | +4,856 | 新進 |
| Brady Martz Wealth Solutions, LLC | 4,887 | $47.6 萬 | 0.09% | +569+13.2% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,890 | $47.6 萬 | 0.17% | +1,779+57.2% | 加碼 |
| Florida Financial Advisors, LLC | 4,893 | $47.6 萬 | 0.16% | +736+17.7% | 加碼 |
| Biltmore Family Office, LLC | 4,890 | $47.7 萬 | 0.08% | 00.0% | 不變 |