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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 4,907 | $47.8 萬 | 0.09% | −973−16.5% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,950 | $48.2 萬 | 0.09% | 00.0% | 不變 |
| Maxele Advisors, LLC | 4,960 | $48.3 萬 | 0.42% | +400+8.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 4,962 | $48.3 萬 | 0.01% | +4,962 | 新進 |
| IPG Investment Advisors LLC | 4,980 | $48.5 萬 | 0.09% | +4,980 | 新進 |
| Bellevue Asset Management, LLC | 4,990 | $48.6 萬 | 0.24% | 00.0% | 不變 |
| Allred Capital Management, LLC | 4,992 | $48.6 萬 | 0.18% | −497−9.1% | 減碼 |
| Chilton Capital Management LLC | 5,000 | $48.7 萬 | 0.02% | −670−11.8% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 5,000 | $48.7 萬 | 0.22% | 00.0% | 不變 |
| Triglav Skladi, D.O.O. | 5,000 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Clark Financial Services Group Inc | 5,003 | $48.7 萬 | 0.30% | +42+0.8% | 加碼 |
| Costello Asset Management, INC | 5,005 | $48.7 萬 | 0.18% | +78+1.6% | 加碼 |
| Sather Financial Group Inc | 5,043 | $49.1 萬 | 0.03% | +673+15.4% | 加碼 |
| Crestmont Private Wealth LLC | 5,047 | $49.1 萬 | 0.18% | +298+6.3% | 加碼 |
| Lodestar Private Asset Management LLC | 5,060 | $49.3 萬 | 0.06% | −50−1.0% | 減碼 |
| Pictet & Cie (Europe) SA | 5,067 | $49.3 萬 | 0.01% | −109−2.1% | 減碼 |
| McLean Asset Management Corp | 4,992 | $49.3 萬 | 0.13% | +82+1.7% | 加碼 |
| Tandem Capital Management Corp | 5,100 | $49.6 萬 | 0.25% | 00.0% | 不變 |
| Conservest Capital Advisors, Inc. | 5,120 | $49.8 萬 | 0.05% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 5,120 | $49.8 萬 | 0.01% | −19−0.4% | 減碼 |
| 1858 Wealth Management, LLC | 5,137 | $50.0 萬 | 0.37% | +1,766+52.4% | 加碼 |
| Chase Investment Counsel Corp | 5,148 | $50.1 萬 | 0.16% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 5,154 | $50.2 萬 | 0.01% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 5,166 | $50.3 萬 | 0.02% | +5,166 | 新進 |
| Interchange Capital Partners, LLC | 5,169 | $50.3 萬 | 0.12% | −41−0.8% | 減碼 |
| Lyell Wealth Management, LP | 5,170 | $50.3 萬 | 0.04% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 5,200 | $50.6 萬 | 0.27% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 5,213 | $50.7 萬 | 0.25% | +952+22.3% | 加碼 |
| Shufro Rose & Co LLC | 7,000 | $50.9 萬 | 0.04% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 5,248 | $51.1 萬 | 0.34% | +105+2.0% | 加碼 |
| Eastern Bank | 5,250 | $51.1 萬 | 0.01% | −130−2.4% | 減碼 |
| Sage Mountain Advisors LLC | 5,287 | $51.5 萬 | 0.03% | −3,911−42.5% | 減碼 |
| Beacon Financial Group | 5,289 | $51.5 萬 | 0.05% | +323+6.5% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 5,301 | $51.6 萬 | 0.11% | +128+2.5% | 加碼 |
| Childress Capital Advisors, LLC | 5,308 | $51.7 萬 | 0.13% | +1,130+27.0% | 加碼 |
| Menard Financial Group LLC | 5,325 | $51.8 萬 | 0.31% | +5,325 | 新進 |
| Ignite Planners, LLC | 5,169 | $52.0 萬 | 0.09% | +1,277+32.8% | 加碼 |
| Personal Cfo Solutions, LLC | 5,392 | $52.5 萬 | 0.10% | −2,686−33.3% | 減碼 |
| Carr Financial Group Corp | 5,437 | $52.9 萬 | 0.16% | +17+0.3% | 加碼 |
| Quotient Wealth Partners, LLC | 5,437 | $52.9 萬 | 0.02% | +114+2.1% | 加碼 |
| Americana Partners, LLC | 5,467 | $53.2 萬 | 0.02% | +454+9.1% | 加碼 |
| Optas, LLC | 5,478 | $53.3 萬 | 0.10% | −1,961−26.4% | 減碼 |
| Cidel Asset Management Inc | 5,498 | $53.5 萬 | 0.03% | +274+5.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 5,514 | $53.7 萬 | 0.06% | +1,939+54.2% | 加碼 |
| George Kaiser Family Foundation | 5,514 | $53.7 萬 | 0.08% | +1,939+54.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 5,524 | $53.8 萬 | 0.04% | +141+2.6% | 加碼 |
| Bradley Foster & Sargent Inc | 5,540 | $53.9 萬 | 0.01% | +132+2.4% | 加碼 |
| OneAscent Investment Solutions LLC | 5,544 | $54.0 萬 | 0.58% | +2,177+64.7% | 加碼 |
| Investment Management Corp | 5,555 | $54.1 萬 | 0.49% | +75+1.4% | 加碼 |
| Global Trust Asset Management, LLC | 5,565 | $54.2 萬 | 0.29% | −268−4.6% | 減碼 |
| Manchester Capital Management LLC | 5,593 | $54.4 萬 | 0.07% | −353−5.9% | 減碼 |
| Bahl & Gaynor Inc | 5,602 | $54.5 萬 | 0.00% | +102+1.9% | 加碼 |
| Founders Capital Management, LLC | 5,609 | $54.6 萬 | 0.09% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 5,630 | $54.8 萬 | 0.08% | −6−0.1% | 減碼 |
| Telos Capital Management, Inc. | 5,662 | $55.1 萬 | 0.06% | +250+4.6% | 加碼 |
| Axq Capital, LP | 5,676 | $55.3 萬 | 0.18% | +5,676 | 新進 |
| Keynote Financial Services LLC | 5,714 | $55.6 萬 | 0.37% | −9−0.2% | 減碼 |
| Quest Partners LLC | 5,731 | $55.8 萬 | 0.05% | −8,989−61.1% | 減碼 |
| DeDora Capital, Inc. | 5,742 | $55.9 萬 | 0.15% | +138+2.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,742 | $55.9 萬 | 0.02% | −705−10.9% | 減碼 |
| BOS Asset Management, LLC | 5,750 | $56.0 萬 | 0.18% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 5,757 | $56.0 萬 | 0.01% | +796+16.0% | 加碼 |
| Cove Private Wealth, LLC | 5,760 | $56.1 萬 | 0.20% | +5,760 | 新進 |
| Quent Capital, LLC | 5,816 | $56.6 萬 | 0.05% | −233−3.9% | 減碼 |
| David Loasby | 5,891 | $56.8 萬 | 0.05% | −56−0.9% | 減碼 |
| VeraBank, N.A. | 5,835 | $56.8 萬 | 0.11% | +519+9.8% | 加碼 |
| Watershed Private Wealth LLC | 5,840 | $56.8 萬 | 0.21% | −320−5.2% | 減碼 |
| OneAscent Financial Services LLC | 5,857 | $56.9 萬 | 0.04% | −1,007−14.7% | 減碼 |
| Meridian Investment Counsel Inc. | 5,850 | $56.9 萬 | 0.15% | −470−7.4% | 減碼 |
| Everett Harris & Co | 5,899 | $57.4 萬 | 0.01% | −11−0.2% | 減碼 |
| Perennial Investment Advisors, LLC | 5,931 | $57.7 萬 | 0.06% | −1,247−17.4% | 減碼 |
| Keyvantage Wealth, LLC | 5,961 | $58.0 萬 | 0.26% | −589−9.0% | 減碼 |
| Legal Advantage Investments, Inc. | 5,973 | $58.1 萬 | 0.27% | 00.0% | 不變 |
| Trust Point Inc. | 5,996 | $58.4 萬 | 0.06% | +1,389+30.1% | 加碼 |
| Haverford Trust Co | 6,002 | $58.4 萬 | 0.01% | −200−3.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,053 | $58.9 萬 | 0.03% | +258+4.5% | 加碼 |
| Moran Wealth Management, LLC | 6,077 | $59.2 萬 | 0.02% | −669−9.9% | 減碼 |
| Holderness Investments Co | 6,082 | $59.2 萬 | 0.13% | +10.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 6,094 | $59.3 萬 | 0.02% | +192+3.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,105 | $59.4 萬 | 0.09% | −211−3.3% | 減碼 |
| Raleigh Capital Management Inc. | 6,111 | $59.5 萬 | 0.25% | +2,972+94.7% | 加碼 |
| Shepherd Financial Partners LLC | 6,125 | $59.6 萬 | 0.06% | +53+0.9% | 加碼 |
| Keystone Financial Group | 6,113 | $59.8 萬 | 0.05% | −10.0% | 減碼 |
| Parkside Financial Bank & Trust | 6,212 | $60.5 萬 | 0.07% | −166−2.6% | 減碼 |
| CVA Family Office, LLC | 6,249 | $60.8 萬 | 0.09% | −37−0.6% | 減碼 |
| Forum Financial Management, LP | 6,275 | $61.1 萬 | 0.01% | +347+5.9% | 加碼 |
| Access Financial Services, Inc. | 6,301 | $61.3 萬 | 0.23% | −7,336−53.8% | 減碼 |
| Algert Global LLC | 6,303 | $61.4 萬 | 0.01% | −1,907−23.2% | 減碼 |
| Angeles Wealth Management, LLC | 6,332 | $61.6 萬 | 0.04% | −395−5.9% | 減碼 |
| LJI Wealth Management, LLC | 6,349 | $61.8 萬 | 0.11% | −297−4.5% | 減碼 |
| Wealth Group, Ltd. | 6,389 | $62.2 萬 | 0.62% | +39+0.6% | 加碼 |
| Legacy Edge Advisors, LLC | 6,393 | $62.2 萬 | 0.08% | −158−2.4% | 減碼 |
| HMV Wealth Advisors, LLC | 6,394 | $62.2 萬 | 0.41% | −4,888−43.3% | 減碼 |
| PFG Investments, LLC | 6,437 | $62.7 萬 | 0.04% | −401−5.9% | 減碼 |
| First Affirmative Financial Network | 6,460 | $62.9 萬 | 0.32% | +133+2.1% | 加碼 |
| Ridgeline Wealth Planning, LLC | 6,477 | $63.0 萬 | 0.52% | −1,422−18.0% | 減碼 |
| Alta Advisers Ltd | 6,480 | $63.1 萬 | 0.22% | 00.0% | 不變 |
| Financial Advisors, LLC | 6,500 | $63.3 萬 | 0.12% | 00.0% | 不變 |
| Madison Wealth Partners, Inc | 6,520 | $63.5 萬 | 0.14% | +21+0.3% | 加碼 |
| RMB Capital Management, LLC | 6,523 | $63.6 萬 | 0.01% | +6,523 | 新進 |