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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 101,768 | $990.6 萬 | 1.20% | +361+0.4% | 加碼 |
| Moore Capital Management, LP | 101,500 | $988.0 萬 | 0.20% | +101,500 | 新進 |
| Peregrine Investment Management Inc | 101,360 | $986.6 萬 | 6.30% | −29,270−22.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 101,251 | $985.6 萬 | 0.13% | +208+0.2% | 加碼 |
| Apriem Advisors | 100,743 | $980.6 萬 | 1.04% | −18,331−15.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 100,721 | $980.5 萬 | 0.08% | +1,430+1.4% | 加碼 |
| Fusion Capital, LLC | 100,561 | $978.9 萬 | 3.35% | +2,523+2.6% | 加碼 |
| GWM Advisors LLC | 100,528 | $978.5 萬 | 0.05% | +2,661+2.7% | 加碼 |
| Violich Capital Management, Inc. | 100,250 | $975.8 萬 | 1.37% | 00.0% | 不變 |
| M&T Bank Corp | 100,150 | $974.9 萬 | 0.03% | −8,300−7.7% | 減碼 |
| SummitTX Capital, L.P. | 99,836 | $971.8 萬 | 0.43% | −156,913−61.1% | 減碼 |
| Nomura Holdings Inc | 98,929 | $963.0 萬 | 0.08% | −23,882−19.4% | 減碼 |
| Fiduciary Trust Co | 98,463 | $958.4 萬 | 0.12% | −1,452−1.5% | 減碼 |
| Laffer Tengler Investments | 98,305 | $956.9 萬 | 1.71% | −9,002−8.4% | 減碼 |
| LMCG Investments, LLC | 98,260 | $956.5 萬 | 0.60% | −5,007−4.8% | 減碼 |
| King Luther Capital Management Corp | 97,890 | $952.9 萬 | 0.04% | +1,237+1.3% | 加碼 |
| Glenview Trust Co | 97,567 | $949.7 萬 | 0.16% | +10,256+11.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 97,509 | $949.1 萬 | 0.89% | −7,463−7.1% | 減碼 |
| Advisors Capital Management, LLC | 97,091 | $945.1 萬 | 0.13% | −479−0.5% | 減碼 |
| Cullinan Associates Inc | 97,000 | $944.2 萬 | 0.62% | 00.0% | 不變 |
| Groupama Asset Managment | 96,484 | $937.8 萬 | 0.16% | −5,322−5.2% | 減碼 |
| LSV Asset Management | 96,280 | $937.2 萬 | 0.02% | +320+0.3% | 加碼 |
| Capitolis Liquid Global Markets LLC | 95,000 | $924.7 萬 | 0.07% | −92,000−49.2% | 減碼 |
| Taylor Hoffman Capital Management LLC | 94,945 | $924.2 萬 | 3.16% | +2,175+2.3% | 加碼 |
| Venture Visionary Partners LLC | 94,854 | $923.3 萬 | 0.35% | −1,831−1.9% | 減碼 |
| Fiera Capital Corp | 94,653 | $921.4 萬 | 0.03% | +94,653 | 新進 |
| SG Americas Securities, LLC | 93,554 | $910.7 萬 | 0.04% | −617,671−86.8% | 減碼 |
| Sierra Summit Advisors LLC | 92,599 | $901.4 萬 | 1.60% | +89,339+2,740.5% | 加碼 |
| Occudo Quantitative Strategies LP | 92,594 | $901.3 萬 | 1.01% | +33,074+55.6% | 加碼 |
| Horizon Investments, LLC | 92,497 | $900.4 萬 | 0.14% | +43,763+89.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 91,473 | $890.4 萬 | 0.07% | +23,826+35.2% | 加碼 |
| Heron Bay Capital Management | 90,869 | $884.5 萬 | 1.74% | +8,134+9.8% | 加碼 |
| Point72 Italy, S.r.l. | 90,473 | $880.7 萬 | 4.34% | −65,573−42.0% | 減碼 |
| Voloridge Investment Management, LLC | 89,934 | $875.4 萬 | 0.03% | −1,059,523−92.2% | 減碼 |
| Jain Global LLC | 88,744 | $863.8 萬 | 0.13% | −72,387−44.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 88,743 | $863.8 萬 | 0.85% | +607+0.7% | 加碼 |
| Mizuho Securities USA LLC | 88,401 | $860.5 萬 | 0.18% | +88,401 | 新進 |
| Allworth Financial LP | 88,251 | $859.0 萬 | 0.04% | +15,144+20.7% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 88,090 | $857.5 萬 | 1.01% | +5,745+7.0% | 加碼 |
| Financial Partners Group, LLC | 87,517 | $851.9 萬 | 3.08% | −383−0.4% | 減碼 |
| Professional Advisory Services Inc | 86,769 | $844.6 萬 | 1.15% | −3,220−3.6% | 減碼 |
| Himension Fund | 86,051 | $837.6 萬 | 0.65% | −21,880−20.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 85,561 | $833.6 萬 | 0.06% | +54,437+174.9% | 加碼 |
| KWMG, LLC | 84,987 | $827.3 萬 | 0.78% | +1,748+2.1% | 加碼 |
| Carret Asset Management, LLC | 83,616 | $813.9 萬 | 0.87% | −2,374−2.8% | 減碼 |
| Modera Wealth Management, LLC | 83,362 | $811.4 萬 | 0.10% | −696−0.8% | 減碼 |
| Aviance Capital Partners, LLC | 83,288 | $810.7 萬 | 1.06% | +885+1.1% | 加碼 |
| Rench Wealth Management, Inc. | 83,015 | $808.1 萬 | 2.56% | +361+0.4% | 加碼 |
| Wolverine Trading, LLC | 83,062 | $807.4 萬 | 0.20% | +59,341+250.2% | 加碼 |
| Kentucky Retirement Systems | 82,392 | $802.0 萬 | 0.23% | −5,400−6.2% | 減碼 |
| Voleon Capital Management LP | 82,252 | $800.6 萬 | 0.44% | +10,574+14.8% | 加碼 |
| Motley Fool Asset Management LLC | 81,686 | $795.1 萬 | 0.37% | +10,347+14.5% | 加碼 |
| Illinois Municipal Retirement Fund | 80,904 | $787.5 萬 | 0.11% | −4,666−5.5% | 減碼 |
| Naples Global Advisors, LLC | 80,579 | $786.2 萬 | 0.68% | +138+0.2% | 加碼 |
| Cinctive Capital Management LP | 80,539 | $784.0 萬 | 0.44% | +32,660+68.2% | 加碼 |
| Central Bank & Trust Co | 80,106 | $779.8 萬 | 1.27% | −4,178−5.0% | 減碼 |
| National Asset Management, Inc. | 79,282 | $771.7 萬 | 0.37% | −14,590−15.5% | 減碼 |
| Atria Investments LLC | 78,209 | $761.3 萬 | 0.09% | +7,185+10.1% | 加碼 |
| Fulcrum Capital LLC | 77,988 | $759.1 萬 | 1.61% | +3,900+5.3% | 加碼 |
| Sienna Gestion | 84,670 | $752.5 萬 | 0.52% | +7,141+9.2% | 加碼 |
| Hartford Investment Management Co | 77,162 | $751.1 萬 | 0.24% | −1,137−1.5% | 減碼 |
| Tritonpoint Wealth, LLC | 76,168 | $743.2 萬 | 0.69% | −2,173−2.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 75,514 | $736.7 萬 | 0.26% | −2,760−3.5% | 減碼 |
| Amica Mutual Insurance Co | 75,476 | $734.7 萬 | 0.71% | 00.0% | 不變 |
| Sava Infond d.o.o. | 75,250 | $732.5 萬 | 1.14% | +2,250+3.1% | 加碼 |
| Advisors Asset Management, Inc. | 74,899 | $729.1 萬 | 0.13% | +10,029+15.5% | 加碼 |
| United Capital Financial Advisers, LLC | 74,775 | $727.9 萬 | 0.06% | −4,364−5.5% | 減碼 |
| Sitrin Capital Management LLC | 74,594 | $727.8 萬 | 3.71% | −7,149−8.7% | 減碼 |
| Savoie Capital LLC | 74,400 | $724.2 萬 | 0.90% | −8,400−10.1% | 減碼 |
| Institute for Wealth Management, LLC. | 73,473 | $715.2 萬 | 0.80% | −240−0.3% | 減碼 |
| Foundations Investment Advisors, LLC | 72,467 | $705.4 萬 | 0.11% | +4,631+6.8% | 加碼 |
| Socorro Asset Management LP | 72,216 | $703.0 萬 | 2.35% | −22,089−23.4% | 減碼 |
| Diversify Wealth Management, LLC | 66,446 | $699.5 萬 | 0.43% | +6,241+10.4% | 加碼 |
| Pittenger & Anderson Inc | 71,590 | $696.9 萬 | 0.25% | +8,103+12.8% | 加碼 |
| Prospera Financial Services Inc | 71,133 | $692.6 萬 | 0.13% | +61,260+620.5% | 加碼 |
| Prudential PLC | 71,086 | $692.0 萬 | 0.04% | −40,995−36.6% | 減碼 |
| Northwest Bancshares, Inc. | 70,862 | $689.8 萬 | 1.20% | +70,862 | 新進 |
| Kempen Capital Management N.V. | 70,828 | $689.4 萬 | 0.07% | +18,901+36.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 70,239 | $683.7 萬 | 0.07% | −6,331−8.3% | 減碼 |
| Heartland Advisors Inc | 69,803 | $679.5 萬 | 0.38% | +69,803 | 新進 |
| Shell Asset Management Co | 69,699 | $678.5 萬 | 0.23% | +13,296+23.6% | 加碼 |
| Guinness Atkinson Asset Management Inc | 69,422 | $675.8 萬 | 3.54% | −5,498−7.3% | 減碼 |
| MAI Capital Management | 68,431 | $666.1 萬 | 0.05% | −237−0.3% | 減碼 |
| Sterling Capital Management LLC | 67,681 | $658.8 萬 | 0.09% | +16,664+32.7% | 加碼 |
| Gotham Asset Management, LLC | 67,530 | $657.3 萬 | 0.04% | −21,677−24.3% | 減碼 |
| CWM, LLC | 67,491 | $657.0 萬 | 0.02% | +1,368+2.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 67,087 | $653.0 萬 | 0.04% | −240−0.4% | 減碼 |
| Securian Asset Management, Inc | 66,805 | $650.3 萬 | 0.19% | −1,192−1.8% | 減碼 |
| McBroom & Associates, LLC | 89,295 | $649.2 萬 | 3.71% | 00.0% | 不變 |
| Caisse des Depots Et Consignations | 66,118 | $643.6 萬 | 0.27% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 65,826 | $640.7 萬 | 0.23% | −7,734−10.5% | 減碼 |
| Fred Alger Management, LLC | 65,279 | $637.3 萬 | 0.03% | −17,792−21.4% | 減碼 |
| Marshall & Sullivan Inc | 65,219 | $634.8 萬 | 3.05% | +597+0.9% | 加碼 |
| Agf Management Ltd | 65,185 | $634.5 萬 | 0.03% | −1,156,055−94.7% | 減碼 |
| Private Advisor Group, LLC | 64,994 | $632.7 萬 | 0.03% | +4,293+7.1% | 加碼 |
| Commerce Bank | 64,288 | $625.8 萬 | 0.04% | −3,873−5.7% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 64,230 | $625.2 萬 | 0.32% | +4,513+7.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 63,520 | $619.1 萬 | 0.36% | −104,577−62.2% | 減碼 |
| Zweig-DiMenna Associates LLC | 62,672 | $610.0 萬 | 0.63% | +62,672 | 新進 |
| Soltis Investment Advisors LLC | 62,534 | $608.7 萬 | 0.48% | −260−0.4% | 減碼 |