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 |
|---|---|---|---|---|---|
| Burr Financial Services, LLC | 6,550 | $63.8 萬 | 0.54% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 6,538 | $63.8 萬 | 0.04% | −98−1.5% | 減碼 |
| Advisory Resource Group | 6,555 | $63.8 萬 | 0.12% | +23+0.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 6,565 | $63.9 萬 | 0.01% | −510−7.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 6,566 | $63.9 萬 | 0.01% | +6,566 | 新進 |
| SCS Capital Management LLC | 6,587 | $64.1 萬 | 0.01% | −51−0.8% | 減碼 |
| Essex Financial Services, Inc. | 6,592 | $64.2 萬 | 0.04% | +977+17.4% | 加碼 |
| Independent Solutions Wealth Management, LLC | 6,593 | $64.2 萬 | 0.13% | +1,040+18.7% | 加碼 |
| AdvisorNet Financial, Inc | 6,622 | $64.5 萬 | 0.04% | +6+0.1% | 加碼 |
| Whalen Wealth Management Inc. | 6,626 | $64.5 萬 | 0.40% | +6,626 | 新進 |
| Legacy Capital Wealth Partners, LLC | 6,644 | $64.7 萬 | 0.15% | +131+2.0% | 加碼 |
| Savvy Advisors, Inc. | 6,644 | $64.7 萬 | 0.04% | +3,252+95.9% | 加碼 |
| Hancock Whitney Corp | 6,648 | $64.7 萬 | 0.01% | +770+13.1% | 加碼 |
| Planning Alternatives Ltd | 6,652 | $64.8 萬 | 0.09% | +802+13.7% | 加碼 |
| Everhart Financial Group, Inc. | 6,662 | $64.8 萬 | 0.07% | −2,079−23.8% | 減碼 |
| Midwest Financial Group LLC | 6,676 | $65.0 萬 | 0.34% | +10.0% | 加碼 |
| Dale Q Rice Investment Management Ltd | 6,490 | $65.1 萬 | 0.54% | −6,490−50.0% | 減碼 |
| Physicians Financial Services, Inc. | 6,730 | $65.5 萬 | 0.20% | −200−2.9% | 減碼 |
| World Equity Group, Inc. | 6,740 | $65.6 萬 | 0.18% | +950+16.4% | 加碼 |
| Investment Counsel Co of Nevada | 6,742 | $65.6 萬 | 1.34% | 00.0% | 不變 |
| Valley Brook Capital Group | 6,760 | $65.8 萬 | 0.49% | +130+2.0% | 加碼 |
| Amica Retiree Medical Trust | 6,772 | $65.9 萬 | 0.95% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 6,790 | $66.1 萬 | 0.11% | +6,750+16,875.0% | 加碼 |
| Janney Capital Management LLC | 6,817 | $66.4 萬 | 0.04% | 00.0% | 不變 |
| BNP Paribas | 6,831 | $66.5 萬 | 0.02% | +238+3.6% | 加碼 |
| Hardy Reed LLC | 6,848 | $66.7 萬 | 0.05% | −149−2.1% | 減碼 |
| Ifrah Financial Services, Inc. | 6,926 | $67.4 萬 | 0.18% | −66−0.9% | 減碼 |
| Sender Co & Partners, Inc. | 6,931 | $67.5 萬 | 0.19% | +6,931 | 新進 |
| Journey Strategic Wealth LLC | 6,957 | $67.7 萬 | 0.02% | +278+4.2% | 加碼 |
| Baader Bank INC | 7,106 | $67.7 萬 | 0.06% | +2,010+39.4% | 加碼 |
| Birinyi Associates Inc | 7,000 | $68.1 萬 | 0.20% | −1,185−14.5% | 減碼 |
| Persium Advisors, LLC | 7,000 | $68.1 萬 | 0.56% | +592+9.2% | 加碼 |
| Militia Capital Partners, LP | 7,000 | $68.1 萬 | 0.32% | +7,000 | 新進 |
| Affinity Investment Advisors, LLC | 7,059 | $68.7 萬 | 0.52% | −730−9.4% | 減碼 |
| Stevens Capital Management LP | 7,081 | $68.9 萬 | 0.19% | +7,081 | 新進 |
| Transce3nd, LLC | 7,081 | $69.0 萬 | 0.29% | −44−0.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 7,091 | $69.0 萬 | 0.32% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 7,119 | $69.3 萬 | 0.07% | +355+5.2% | 加碼 |
| Pallas Capital Advisors LLC | 7,120 | $69.3 萬 | 0.03% | +185+2.7% | 加碼 |
| Net Worth Advisory Group | 7,189 | $70.0 萬 | 0.16% | +770+12.0% | 加碼 |
| WD Rutherford LLC | 7,373 | $71.8 萬 | 0.33% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 7,375 | $71.8 萬 | 0.07% | −5,649−43.4% | 減碼 |
| Fulcrum Asset Management LLP | 7,405 | $72.1 萬 | 0.21% | +7,405 | 新進 |
| Financial Advocates Investment Management | 7,409 | $72.1 萬 | 0.06% | −3,337−31.1% | 減碼 |
| Warren Averett Asset Management, LLC | 7,449 | $72.5 萬 | 0.01% | −484−6.1% | 減碼 |
| DCF Advisers, LLC | 7,500 | $73.0 萬 | 0.35% | 00.0% | 不變 |
| Forte Capital LLC | 7,515 | $73.2 萬 | 0.08% | −60−0.8% | 減碼 |
| TD Private Client Wealth LLC | 7,533 | $73.3 萬 | 0.02% | +1,248+19.9% | 加碼 |
| RFG Advisory, LLC | 7,564 | $73.6 萬 | 0.02% | −129−1.7% | 減碼 |
| Leonteq Securities AG | 7,590 | $73.9 萬 | 0.04% | −8,033−51.4% | 減碼 |
| Allium Financial Advisors, LLC | 7,670 | $74.7 萬 | 0.65% | −110−1.4% | 減碼 |
| Regatta Capital Group, LLC | 7,688 | $74.8 萬 | 0.13% | +92+1.2% | 加碼 |
| Freestone Capital Holdings, LLC | 7,737 | $75.3 萬 | 0.03% | +4,976+180.2% | 加碼 |
| PDS Planning, Inc | 7,749 | $75.4 萬 | 0.06% | +422+5.8% | 加碼 |
| Seeds Investor LLC | 7,752 | $75.5 萬 | 0.18% | −864−10.0% | 減碼 |
| SageView Advisory Group, LLC | 7,677 | $75.7 萬 | 0.03% | +4,767+163.8% | 加碼 |
| Paladin Wealth, LLC | 7,783 | $75.8 萬 | 0.59% | +294+3.9% | 加碼 |
| Jamison Private Wealth Management, Inc. | 7,786 | $75.8 萬 | 0.11% | +1,378+21.5% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,780 | $75.9 萬 | 0.26% | +444+6.1% | 加碼 |
| Cassaday & Co Wealth Management LLC | 7,796 | $75.9 萬 | 0.02% | −27−0.3% | 減碼 |
| Root Financial Partners, LLC | 7,836 | $76.3 萬 | 0.07% | +365+4.9% | 加碼 |
| Strategic Blueprint, LLC | 7,837 | $76.3 萬 | 0.04% | −1,041−11.7% | 減碼 |
| New England Research & Management, Inc. | 7,850 | $76.4 萬 | 0.36% | +1,683+27.3% | 加碼 |
| Versant Capital Management, Inc | 7,855 | $76.5 萬 | 0.12% | +1,588+25.3% | 加碼 |
| Pure Financial Advisors, Inc. | 7,858 | $76.5 萬 | 0.01% | +3,186+68.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 7,880 | $76.7 萬 | 0.06% | +7,880 | 新進 |
| Silver Coast Investments LLC | 7,904 | $76.9 萬 | 0.28% | +609+8.3% | 加碼 |
| Summit Financial, LLC | 7,905 | $77.1 萬 | 0.02% | +863+12.3% | 加碼 |
| Westside Investment Management, Inc. | 7,940 | $77.3 萬 | 0.14% | +270+3.5% | 加碼 |
| Evoke Wealth, LLC | 7,965 | $77.7 萬 | 0.02% | +768+10.7% | 加碼 |
| Thomasville National Bank | 8,000 | $77.9 萬 | 0.05% | −60−0.7% | 減碼 |
| Westover Capital Advisors, LLC | 8,000 | $77.9 萬 | 0.16% | 00.0% | 不變 |
| Octahedron Capital Management L.P. | 8,000 | $77.9 萬 | 0.59% | +8,000 | 新進 |
| Davis Investment Partners, LLC | 8,045 | $77.9 萬 | 0.28% | +45+0.6% | 加碼 |
| Chilton Investment Co LLC | 8,020 | $78.1 萬 | 0.02% | −1,325−14.2% | 減碼 |
| Red Door Wealth Management, LLC | 8,038 | $78.2 萬 | 0.09% | −141−1.7% | 減碼 |
| Martingale Asset Management L P | 8,056 | $78.4 萬 | 0.02% | +8,056 | 新進 |
| Zions Bancorporation, National Association | 8,065 | $78.5 萬 | 0.04% | −412−4.9% | 減碼 |
| Prakash Investment Advisors LLC | 10,800 | $78.5 萬 | 0.88% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 8,114 | $79.0 萬 | 0.03% | −1,178−12.7% | 減碼 |
| Private Trust Co NA | 8,118 | $79.0 萬 | 0.08% | +1,677+26.0% | 加碼 |
| Volterra Technologies LP | 8,131 | $79.1 萬 | 1.07% | +8,131 | 新進 |
| WSFS Capital Management, LLC | 8,161 | $79.4 萬 | 0.04% | −3,223−28.3% | 減碼 |
| Strategic Investment Advisors | 8,254 | $79.5 萬 | 0.08% | +1,642+24.8% | 加碼 |
| Keel Point, LLC | 8,194 | $79.8 萬 | 0.05% | +1,373+20.1% | 加碼 |
| Naviter Wealth, LLC | 8,190 | $79.9 萬 | 0.10% | −10−0.1% | 減碼 |
| GeoWealth Management, LLC | 8,212 | $79.9 萬 | 0.03% | +1,070+15.0% | 加碼 |
| Sunpointe, LLC | 8,247 | $80.5 萬 | 0.32% | −722−8.0% | 減碼 |
| Cypress Capital Advisors, LLC | 8,384 | $81.6 萬 | 0.51% | +374+4.7% | 加碼 |
| Eqis Capital Management, Inc. | 8,430 | $82.1 萬 | 0.07% | +2,706+47.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,450 | $82.3 萬 | 0.04% | +2,534+42.8% | 加碼 |
| Becker Capital Management Inc | 8,446 | $82.4 萬 | 0.03% | −30−0.4% | 減碼 |
| Herold Advisors, Inc. | 8,516 | $82.9 萬 | 0.17% | +794+10.3% | 加碼 |
| NBC Securities, Inc. | 8,554 | $83.2 萬 | 0.07% | +2,740+47.1% | 加碼 |
| Cercano Management LLC | 8,560 | $83.3 萬 | 0.02% | 00.0% | 不變 |
| May Hill Capital, LLC | 8,570 | $83.4 萬 | 0.27% | +520+6.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 8,624 | $83.5 萬 | 0.02% | −75,950−89.8% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 8,622 | $83.9 萬 | 1.52% | +8,622 | 新進 |
| Private Wealth Partners, LLC | 8,705 | $84.7 萬 | 0.07% | +8,705 | 新進 |
| Chatham Capital Group, Inc. | 8,735 | $85.0 萬 | 0.13% | 00.0% | 不變 |