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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 11,280 | $109.8 萬 | 0.13% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 11,269 | $109.7 萬 | 0.40% | −151−1.3% | 減碼 |
| SRN Advisors, LLC | 11,251 | $109.5 萬 | 1.00% | +472+4.4% | 加碼 |
| Marietta Investment Partners LLC | 11,250 | $109.5 萬 | 0.24% | 00.0% | 不變 |
| Pitcairn Co | 11,243 | $109.4 萬 | 0.07% | −2,311−17.1% | 減碼 |
| KCM Investment Advisors LLC | 11,181 | $108.8 萬 | 0.04% | −1,878−14.4% | 減碼 |
| RAM Investment Partners, LLC | 11,141 | $108.5 萬 | 0.23% | −777−6.5% | 減碼 |
| Archford Capital Strategies, LLC | 11,100 | $108.0 萬 | 0.14% | +11,100 | 新進 |
| Marex Group plc | 11,046 | $107.5 萬 | 0.02% | −945,775−98.8% | 減碼 |
| AIA Group Ltd | 11,039 | $107.5 萬 | 0.02% | −17,226−60.9% | 減碼 |
| DGS Capital Management, LLC | 10,993 | $107.0 萬 | 0.22% | +2,954+36.7% | 加碼 |
| Adviser Investments LLC | 10,990 | $107.0 萬 | 0.01% | −28,221−72.0% | 減碼 |
| Clark Capital Management Group, Inc. | 10,974 | $106.8 萬 | 0.01% | −235−2.1% | 減碼 |
| Buckley Wealth Management, LLC | 10,948 | $106.6 萬 | 0.32% | +135+1.2% | 加碼 |
| Verdence Capital Advisors LLC | 10,887 | $106.0 萬 | 0.07% | +245+2.3% | 加碼 |
| Global Financial Private Client, LLC | 10,881 | $105.9 萬 | 0.40% | +1,460+15.5% | 加碼 |
| Meridian Wealth Management, LLC | 10,859 | $105.7 萬 | 0.05% | +1,127+11.6% | 加碼 |
| Family Firm, Inc. | 10,808 | $105.2 萬 | 0.25% | +41+0.4% | 加碼 |
| Cache Advisors, LLC | 10,790 | $105.0 萬 | 0.28% | 00.0% | 不變 |
| Nicholas Investment Partners, LP | 10,783 | $105.0 萬 | 0.09% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 10,726 | $104.4 萬 | 0.04% | −2,770−20.5% | 減碼 |
| Axxcess Wealth Management, LLC | 10,677 | $103.9 萬 | 0.02% | +14+0.1% | 加碼 |
| Capital Performance Advisors LLP | 10,626 | $103.4 萬 | 0.20% | +2,552+31.6% | 加碼 |
| Karani Asset Management LLC | 10,614 | $103.3 萬 | 1.00% | +5,048+90.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 10,597 | $103.2 萬 | 0.05% | −1,901−15.2% | 減碼 |
| Cookson Peirce & Co Inc | 10,469 | $101.9 萬 | 0.04% | +2,119+25.4% | 加碼 |
| Kirtland Hills Capital Management, LLC | 10,468 | $101.9 萬 | 0.47% | +1,243+13.5% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 10,454 | $101.8 萬 | 1.27% | +209+2.0% | 加碼 |
| Alpha Cubed Investments, LLC | 10,410 | $101.3 萬 | 0.04% | −3,158−23.3% | 減碼 |
| Evergreen Capital Management LLC | 10,359 | $101.1 萬 | 0.03% | −2,904−21.9% | 減碼 |
| CNB Bank | 10,357 | $100.8 萬 | 0.48% | −626−5.7% | 減碼 |
| Security National Bank of So Dak | 10,335 | $100.6 萬 | 0.55% | +395+4.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,315 | $100.4 萬 | 0.07% | −5,122−33.2% | 減碼 |
| Capstone Investment Advisors, LLC | 10,238 | $99.7 萬 | 0.01% | −73,051−87.7% | 減碼 |
| Mutual Advisors, LLC | 10,189 | $98.8 萬 | 0.02% | +411+4.2% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 10,124 | $98.5 萬 | 0.90% | +5,004+97.7% | 加碼 |
| Strathmore Capital Advisors, Inc. | 9,778 | $97.6 萬 | 0.43% | +9,778 | 新進 |
| McDonald Partners LLC | 9,955 | $96.9 萬 | 0.23% | −150−1.5% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 13,278 | $96.5 萬 | 0.38% | +13,278 | 新進 |
| 3Chopt Investment Partners, LLC | 9,882 | $96.4 萬 | 0.23% | −787−7.4% | 減碼 |
| GoalVest Advisory LLC | 9,900 | $96.4 萬 | 0.24% | −170−1.7% | 減碼 |
| Perpetual Ltd | 9,840 | $95.8 萬 | 0.01% | +763+8.4% | 加碼 |
| WBI Investments | 9,825 | $95.6 萬 | 0.25% | −17,076−63.5% | 減碼 |
| WealthPlan Investment Management, LLC | 9,825 | $95.6 萬 | 0.07% | +55+0.6% | 加碼 |
| SBI Securities Co., Ltd. | 9,807 | $95.5 萬 | 0.03% | −242−2.4% | 減碼 |
| Nicolet Bankshares Inc | 9,760 | $95.0 萬 | 0.16% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 13,141 | $94.9 萬 | 0.08% | +123+0.9% | 加碼 |
| Y.D. More Investments Ltd | 9,750 | $94.9 萬 | 0.07% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 9,724 | $94.7 萬 | 0.14% | −3,256−25.1% | 減碼 |
| Optimum Investment Advisors | 9,700 | $94.4 萬 | 0.41% | +450+4.9% | 加碼 |
| Busey Wealth Management | 9,672 | $94.1 萬 | 0.03% | 00.0% | 不變 |
| AlTi Global, Inc. | 9,523 | $93.0 萬 | 0.02% | +216+2.3% | 加碼 |
| Elyxium Wealth, LLC | 9,537 | $92.8 萬 | 0.35% | +205+2.2% | 加碼 |
| Peapack Gladstone Financial Corp | 9,480 | $92.3 萬 | 0.01% | +2,210+30.4% | 加碼 |
| XTX Topco Ltd | 9,468 | $92.2 萬 | 0.04% | −5,610−37.2% | 減碼 |
| Fox Run Management, L.L.C. | 9,468 | $92.2 萬 | 0.15% | −4,902−34.1% | 減碼 |
| SC&H Financial Advisors, Inc. | 9,404 | $91.5 萬 | 0.16% | +397+4.4% | 加碼 |
| Outlook Wealth Advisors, LLC | 9,377 | $91.3 萬 | 0.23% | −279−2.9% | 減碼 |
| Seek First Inc. | 9,346 | $91.0 萬 | 0.74% | +33+0.4% | 加碼 |
| Gsa Capital Partners LLP | 9,324 | $90.8 萬 | 0.06% | +9,324 | 新進 |
| Stephens Inc | 9,313 | $90.6 萬 | 0.01% | −290−3.0% | 減碼 |
| International Assets Investment Management, LLC | 9,308 | $90.6 萬 | 0.07% | −1,472−13.7% | 減碼 |
| Systematic Financial Management LP | 9,300 | $90.5 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 9,189 | $89.4 萬 | 0.16% | −15,422−62.7% | 減碼 |
| Vista Investment Partners LLC | 9,177 | $89.3 萬 | 0.26% | +9,177 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $88.7 萬 | 0.11% | 00.0% | 不變 |
| Sym Financial Corp | 9,103 | $88.6 萬 | 0.10% | −2,563−22.0% | 減碼 |
| Woodward Diversified Capital, LLC | 9,077 | $88.4 萬 | 0.45% | +828+10.0% | 加碼 |
| Westfuller Advisors, LLC | 8,985 | $87.7 萬 | 0.50% | −129−1.4% | 減碼 |
| Laraway Financial Inc | 9,000 | $87.6 萬 | 0.66% | 00.0% | 不變 |
| Ridgewood Investments LLC | 8,923 | $86.9 萬 | 0.38% | +669+8.1% | 加碼 |
| Truvestments Capital LLC | 8,885 | $86.5 萬 | 0.17% | +181+2.1% | 加碼 |
| Parisi Gray Wealth Management | 8,871 | $86.4 萬 | 0.25% | −293−3.2% | 減碼 |
| Tounjian Advisory Partners, LLC | 11,862 | $86.2 萬 | 0.17% | −192−1.6% | 減碼 |
| Avestar Capital, LLC | 8,840 | $86.2 萬 | 0.06% | +1,305+17.3% | 加碼 |
| Values First Advisors, Inc. | 8,835 | $86.0 萬 | 0.47% | +636+7.8% | 加碼 |
| Graypoint LLC | 8,829 | $85.9 萬 | 0.05% | −2,022−18.6% | 減碼 |
| Inscription Capital, LLC | 8,823 | $85.9 萬 | 0.12% | +8,823 | 新進 |
| West Family Investments, Inc. | 8,791 | $85.6 萬 | 0.22% | +3,421+63.7% | 加碼 |
| Custom Index Systems, LLC | 8,748 | $85.2 萬 | 0.41% | +3,802+76.9% | 加碼 |
| Rehmann Capital Advisory Group | 8,742 | $85.1 萬 | 0.05% | +533+6.5% | 加碼 |
| Chatham Capital Group, Inc. | 8,735 | $85.0 萬 | 0.13% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 8,705 | $84.7 萬 | 0.07% | +8,705 | 新進 |
| Lingohr & Partner Asset Management GmbH | 8,622 | $83.9 萬 | 1.52% | +8,622 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 8,624 | $83.5 萬 | 0.02% | −75,950−89.8% | 減碼 |
| May Hill Capital, LLC | 8,570 | $83.4 萬 | 0.27% | +520+6.5% | 加碼 |
| Cercano Management LLC | 8,560 | $83.3 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 8,554 | $83.2 萬 | 0.07% | +2,740+47.1% | 加碼 |
| Herold Advisors, Inc. | 8,516 | $82.9 萬 | 0.17% | +794+10.3% | 加碼 |
| Becker Capital Management Inc | 8,446 | $82.4 萬 | 0.03% | −30−0.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,450 | $82.3 萬 | 0.04% | +2,534+42.8% | 加碼 |
| Eqis Capital Management, Inc. | 8,430 | $82.1 萬 | 0.07% | +2,706+47.3% | 加碼 |
| Cypress Capital Advisors, LLC | 8,384 | $81.6 萬 | 0.51% | +374+4.7% | 加碼 |
| Sunpointe, LLC | 8,247 | $80.5 萬 | 0.32% | −722−8.0% | 減碼 |
| GeoWealth Management, LLC | 8,212 | $79.9 萬 | 0.03% | +1,070+15.0% | 加碼 |
| Naviter Wealth, LLC | 8,190 | $79.9 萬 | 0.10% | −10−0.1% | 減碼 |
| Keel Point, LLC | 8,194 | $79.8 萬 | 0.05% | +1,373+20.1% | 加碼 |
| Strategic Investment Advisors | 8,254 | $79.5 萬 | 0.08% | +1,642+24.8% | 加碼 |
| WSFS Capital Management, LLC | 8,161 | $79.4 萬 | 0.04% | −3,223−28.3% | 減碼 |
| Volterra Technologies LP | 8,131 | $79.1 萬 | 1.07% | +8,131 | 新進 |