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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 62,529 | $608.7 萬 | 0.36% | +2,404+4.0% | 加碼 |
| Liontrust Investment Partners LLP | 62,418 | $607.6 萬 | 0.09% | −137,311−68.7% | 減碼 |
| Simplicity Wealth,LLC | 62,314 | $606.6 萬 | 0.25% | +62,314 | 新進 |
| Maryland State Retirement & Pension System | 62,149 | $605.0 萬 | 0.13% | +2,038+3.4% | 加碼 |
| Silvant Capital Management LLC | 62,142 | $604.9 萬 | 0.23% | +9,778+18.7% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 62,009 | $603.6 萬 | 0.63% | +62,009 | 新進 |
| Quantbot Technologies LP | 62,003 | $603.5 萬 | 0.15% | +18,853+43.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 61,874 | $602.3 萬 | 0.00% | +5,477+9.7% | 加碼 |
| Johnson Financial Group, Inc. | 61,549 | $600.5 萬 | 0.27% | +3,026+5.2% | 加碼 |
| Umb Bank N A | 61,435 | $598.0 萬 | 0.09% | +56,519+1,149.7% | 加碼 |
| Means Investment Co., Inc. | 61,392 | $597.6 萬 | 0.57% | −2,053−3.2% | 減碼 |
| Whittier Trust Co | 61,216 | $595.9 萬 | 0.07% | −420−0.7% | 減碼 |
| Park Avenue Securities LLC | 61,067 | $594.4 萬 | 0.05% | +5,052+9.0% | 加碼 |
| Brinker Capital Investments, LLC | 60,378 | $587.7 萬 | 0.05% | +2,274+3.9% | 加碼 |
| Marco Investment Management LLC | 60,270 | $586.7 萬 | 0.49% | 00.0% | 不變 |
| ICICI Prudential Asset Management Co Ltd | 60,150 | $585.5 萬 | 0.73% | −10,034−14.3% | 減碼 |
| New Mexico Educational Retirement Board | 60,130 | $585.3 萬 | 0.19% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 60,071 | $584.7 萬 | 0.24% | +2,854+5.0% | 加碼 |
| Fort Sheridan Advisors LLC | 59,945 | $583.5 萬 | 0.83% | −1,101−1.8% | 減碼 |
| Mainstay Capital Management LLC | 59,216 | $576.4 萬 | 0.28% | +30,632+107.2% | 加碼 |
| Exchange Traded Concepts, LLC | 59,088 | $575.2 萬 | 0.07% | +3,948+7.2% | 加碼 |
| F/M Investments LLC | 59,086 | $575.1 萬 | 0.21% | −723−1.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 58,843 | $572.8 萬 | 0.16% | −8,754−13.0% | 減碼 |
| Bailard, Inc. | 58,762 | $572.0 萬 | 0.13% | −901−1.5% | 減碼 |
| Joseph Group Capital Management | 58,636 | $570.8 萬 | 1.92% | +1,119+1.9% | 加碼 |
| Conning Inc. | 58,610 | $570.5 萬 | 0.20% | −2,003−3.3% | 減碼 |
| Jones Financial Companies LLLP | 58,054 | $564.3 萬 | 0.00% | +9,770+20.2% | 加碼 |
| River Wealth Advisors LLC | 57,890 | $563.5 萬 | 0.70% | −2,281−3.8% | 減碼 |
| Avantax Advisory Services, Inc. | 57,832 | $562.9 萬 | 0.03% | +10,496+22.2% | 加碼 |
| Oak Associates, Ltd | 57,638 | $561.0 萬 | 0.37% | +33,000+133.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 57,427 | $558.8 萬 | 0.79% | +1,395+2.5% | 加碼 |
| Metis Global Partners, LLC | 56,923 | $554.1 萬 | 0.14% | −8,768−13.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 56,650 | $551.4 萬 | 0.65% | −6,600−10.4% | 減碼 |
| ExodusPoint Capital Management, LP | 56,124 | $546.3 萬 | 0.07% | −68,622−55.0% | 減碼 |
| Morton Community Bank | 55,599 | $541.2 萬 | 1.35% | +1,299+2.4% | 加碼 |
| Omers Administration Corp | 55,394 | $539.2 萬 | 0.04% | −2,000−3.5% | 減碼 |
| Wealthcare Advisory Partners LLC | 54,775 | $533.2 萬 | 0.12% | +123+0.2% | 加碼 |
| First Manhattan Co | 54,536 | $532.1 萬 | 0.02% | +46,985+622.2% | 加碼 |
| Charter Trust Co | 54,520 | $530.7 萬 | 0.34% | −1,227−2.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 53,976 | $525.4 萬 | 0.17% | −271−0.5% | 減碼 |
| Kingsview Wealth Management, LLC | 53,898 | $524.6 萬 | 0.09% | −1,369−2.5% | 減碼 |
| E. Ohman J:or Asset Management AB | 53,757 | $523.3 萬 | 0.13% | −2,693−4.8% | 減碼 |
| E Fund Management Co., Ltd. | 53,695 | $522.7 萬 | 0.25% | −6,018−10.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 53,556 | $521.3 萬 | 0.14% | −550−1.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 52,691 | $520.6 萬 | 0.14% | −234−0.4% | 減碼 |
| Fisher Funds Management LTD | 53,433 | $520.1 萬 | 0.12% | −5,937−10.0% | 減碼 |
| Pacifica Partners Inc. | 53,427 | $519.3 萬 | 2.11% | +97+0.2% | 加碼 |
| Ballentine Partners, LLC | 52,764 | $513.6 萬 | 0.08% | −130−0.2% | 減碼 |
| Banque Cantonale Vaudoise | 52,714 | $513.1 萬 | 0.21% | −4,114−7.2% | 減碼 |
| Midwest Professional Planners, LTD. | 52,350 | $509.6 萬 | 1.34% | +857+1.7% | 加碼 |
| Nikulski Financial, Inc. | 52,168 | $507.8 萬 | 1.39% | −556−1.1% | 減碼 |
| Stiles Financial Services Inc | 52,122 | $507.4 萬 | 1.75% | +2,456+4.9% | 加碼 |
| Groupe la Francaise | 52,053 | $504.7 萬 | 0.08% | +9,099+21.2% | 加碼 |
| Azzad Asset Management Inc | 51,494 | $501.2 萬 | 0.54% | +1,967+4.0% | 加碼 |
| Rodgers Brothers Inc. | 51,475 | $501.1 萬 | 0.63% | +75+0.1% | 加碼 |
| Argent Trust Co | 51,388 | $500.2 萬 | 0.19% | −2,702−5.0% | 減碼 |
| Principal Securities, Inc. | 51,218 | $498.6 萬 | 0.09% | +20,511+66.8% | 加碼 |
| Vestcor Inc | 50,970 | $496.1 萬 | 0.15% | +25,390+99.3% | 加碼 |
| Montag A & Associates Inc | 50,801 | $495.6 萬 | 0.24% | +9,968+24.4% | 加碼 |
| Rockline Wealth Management, LLC | 50,880 | $495.3 萬 | 1.17% | +2,868+6.0% | 加碼 |
| Bokf, NA | 50,570 | $492.2 萬 | 0.08% | −719−1.4% | 減碼 |
| Greenleaf Trust | 50,525 | $491.8 萬 | 0.04% | −4,583−8.3% | 減碼 |
| Crown Advisors Management, Inc. | 50,000 | $486.7 萬 | 3.88% | 00.0% | 不變 |
| Keybank National Association | 49,654 | $483.3 萬 | 0.02% | +9,836+24.7% | 加碼 |
| APG Asset Management US Inc. | 49,925 | $483.3 萬 | 0.04% | +9,965+24.9% | 加碼 |
| Integrated Wealth Concepts LLC | 49,638 | $483.2 萬 | 0.05% | +4,656+10.4% | 加碼 |
| American Trust Investment Advisors, LLC | 49,587 | $482.7 萬 | 2.44% | −8,410−14.5% | 減碼 |
| Arkadios Wealth Advisors | 49,515 | $482.0 萬 | 0.14% | +1,236+2.6% | 加碼 |
| PFG Advisors | 49,477 | $481.6 萬 | 0.23% | +8,168+19.8% | 加碼 |
| Katamaran Capital LLP | 49,471 | $481.6 萬 | 4.68% | +335+0.7% | 加碼 |
| Plato Investment Management Ltd | 49,378 | $478.9 萬 | 0.36% | +35+0.1% | 加碼 |
| Hohimer Wealth Management, LLC | 48,509 | $472.2 萬 | 0.84% | +627+1.3% | 加碼 |
| Brentview Investment Management LLC | 48,443 | $471.5 萬 | 2.38% | −859−1.7% | 減碼 |
| V-Square Quantitative Management LLC | 48,315 | $470.3 萬 | 0.63% | +5,498+12.8% | 加碼 |
| Scott & Selber, Inc. | 48,206 | $469.2 萬 | 1.31% | +17,786+58.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 48,096 | $468.2 萬 | 0.06% | −62,042−56.3% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 47,972 | $467.0 萬 | 0.24% | 00.0% | 不變 |
| Blair William & Co | 47,911 | $466.4 萬 | 0.01% | −5,921−11.0% | 減碼 |
| Vident Advisory, LLC | 47,865 | $465.9 萬 | 0.05% | +6,155+14.8% | 加碼 |
| Westerkirk Capital Inc. | 47,617 | $463.5 萬 | 0.57% | +47,617 | 新進 |
| Mission Wealth Management, LP | 47,404 | $461.4 萬 | 0.10% | −5,135−9.8% | 減碼 |
| Point72 Europe (London) LLP | 47,400 | $461.4 萬 | 0.24% | −4,100−8.0% | 減碼 |
| Employees Retirement System of Texas | 47,384 | $461.2 萬 | 0.04% | +47,384 | 新進 |
| CCM Investment Advisers LLC | 47,015 | $457.6 萬 | 0.49% | +380+0.8% | 加碼 |
| EP Wealth Advisors, LLC | 46,721 | $454.8 萬 | 0.03% | +3,922+9.2% | 加碼 |
| Capital Investment Advisors, LLC | 46,711 | $454.7 萬 | 0.08% | +1,572+3.5% | 加碼 |
| Empirical Finance, LLC | 46,676 | $454.3 萬 | 0.24% | +279+0.6% | 加碼 |
| Harbour Capital Advisors, LLC | 45,920 | $453.8 萬 | 0.96% | −420−0.9% | 減碼 |
| Summit Partners Public Asset Management, LLC | 46,500 | $452.6 萬 | 0.18% | −225,500−82.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 46,386 | $451.5 萬 | 0.01% | +2,000+4.5% | 加碼 |
| Jump Financial, LLC | 46,338 | $451.1 萬 | 0.06% | +23,686+104.6% | 加碼 |
| Kinneret Advisory, LLC | 46,163 | $450.4 萬 | 0.41% | −70−0.2% | 減碼 |
| Umpqua Bank | 44,600 | $445.2 萬 | 1.36% | +1,290+3.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 45,077 | $440.3 萬 | 0.10% | −33,104−42.3% | 減碼 |
| Vise Technologies, Inc. | 45,206 | $440.0 萬 | 0.18% | +45,206 | 新進 |
| New Age Alpha Advisors, LLC | 44,915 | $437.2 萬 | 0.19% | +31,662+238.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 44,853 | $436.6 萬 | 0.22% | +19,340+75.8% | 加碼 |
| Financial Advisory Service, Inc. | 44,657 | $434.7 萬 | 0.32% | +5,571+14.3% | 加碼 |
| Abn Amro Investment Solutions | 44,382 | $432.0 萬 | 0.09% | −1,216−2.7% | 減碼 |
| AE Wealth Management LLC | 44,190 | $430.1 萬 | 0.03% | +7,118+19.2% | 加碼 |