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 |
|---|---|---|---|---|---|
| Matthews International Capital Management LLC | 21,169 | $206.1 萬 | 0.47% | −15,435−42.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 21,021 | $204.6 萬 | 0.15% | +52+0.2% | 加碼 |
| Wedbush Securities Inc | 20,968 | $204.1 萬 | 0.07% | +3,425+19.5% | 加碼 |
| Integrated Advisors Network LLC | 20,931 | $203.7 萬 | 0.09% | +3,482+20.0% | 加碼 |
| Spire Wealth Management | 21,219 | $203.6 萬 | 0.07% | +14,503+215.9% | 加碼 |
| Oak Grove Capital LLC | 20,900 | $203.4 萬 | 0.47% | −4,800−18.7% | 減碼 |
| Alternative Investment Advisors, LLC. | 20,896 | $203.4 萬 | 1.01% | −720−3.3% | 減碼 |
| Accent Capital Management, LLC | 20,771 | $202.7 萬 | 0.91% | −430−2.0% | 減碼 |
| Trust Co of Toledo NA | 20,740 | $201.9 萬 | 0.22% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 20,723 | $201.7 萬 | 0.04% | +427+2.1% | 加碼 |
| Stokes Family Office, LLC | 20,661 | $201.1 萬 | 0.21% | +180+0.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 20,616 | $200.7 萬 | 0.05% | −39−0.2% | 減碼 |
| Keudell/Morrison Wealth Management | 20,525 | $199.8 萬 | 0.44% | +45+0.2% | 加碼 |
| Weatherly Asset Management L. P. | 20,365 | $198.7 萬 | 0.17% | +15+0.1% | 加碼 |
| Leelyn Smith, LLC | 20,327 | $197.9 萬 | 0.32% | +398+2.0% | 加碼 |
| Sowell Financial Services LLC | 20,273 | $197.3 萬 | 0.08% | +226+1.1% | 加碼 |
| Applied Finance Capital Management, LLC | 20,171 | $196.3 萬 | 0.13% | −562−2.7% | 減碼 |
| STF Management LP | 20,152 | $196.2 萬 | 0.77% | +510+2.6% | 加碼 |
| Regions Financial Corp | 20,144 | $196.1 萬 | 0.01% | +236+1.2% | 加碼 |
| L2 Asset Management, LLC | 20,129 | $195.9 萬 | 0.32% | +20,129 | 新進 |
| Farther Finance Advisors, LLC | 20,120 | $195.8 萬 | 0.04% | −1,645−7.6% | 減碼 |
| Sora Investors LLC | 20,001 | $194.7 萬 | 0.18% | +20,001 | 新進 |
| Cornerstone Advisors, LLC | 20,000 | $194.7 萬 | 0.07% | −36,000−64.3% | 減碼 |
| MBM Wealth Consultants, LLC | 19,877 | $193.5 萬 | 0.52% | +4,088+25.9% | 加碼 |
| Paradigm Asset Management Co LLC | 19,600 | $190.8 萬 | 0.47% | +19,600 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 19,391 | $188.8 萬 | 0.22% | −657−3.3% | 減碼 |
| Trustmark National Bank Trust Department | 19,356 | $188.4 萬 | 0.13% | −410−2.1% | 減碼 |
| Albert D Mason Inc | 19,256 | $187.4 萬 | 1.36% | −1,616−7.7% | 減碼 |
| Farmers & Merchants Investments Inc | 19,250 | $187.4 萬 | 0.05% | −650−3.3% | 減碼 |
| Cresset Asset Management, LLC | 19,191 | $187.2 萬 | 0.01% | −8,298−30.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 19,234 | $187.2 萬 | 0.06% | −127−0.7% | 減碼 |
| Johnson Investment Counsel Inc | 19,212 | $187.0 萬 | 0.02% | −242−1.2% | 減碼 |
| Kuhn & Co Investment Counsel | 19,191 | $186.8 萬 | 1.41% | +77+0.4% | 加碼 |
| Change Path, LLC | 18,933 | $184.3 萬 | 0.05% | +5,529+41.2% | 加碼 |
| Smartleaf Asset Management LLC | 18,959 | $184.3 萬 | 0.16% | −3,475−15.5% | 減碼 |
| Mirador Capital Partners LP | 18,919 | $184.2 萬 | 0.30% | −295−1.5% | 減碼 |
| Syon Capital LLC | 18,900 | $184.0 萬 | 0.12% | +1,421+8.1% | 加碼 |
| WCG Wealth Advisors LLC | 18,805 | $183.0 萬 | 0.12% | −1,693−8.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 18,754 | $182.6 萬 | 0.08% | −110−0.6% | 減碼 |
| Shelton Wealth Management, LLC | 18,734 | $182.4 萬 | 0.92% | +982+5.5% | 加碼 |
| Sig Brokerage, LP | 18,722 | $182.2 萬 | 0.50% | +6,136+48.8% | 加碼 |
| Global Retirement Partners, LLC | 18,472 | $179.8 萬 | 0.04% | +18,472 | 新進 |
| Tocqueville Asset Management L.P. | 18,361 | $178.7 萬 | 0.03% | −389−2.1% | 減碼 |
| VestGen Advisors, LLC | 18,332 | $178.4 萬 | 0.07% | +13,505+279.8% | 加碼 |
| Sigma Planning Corp | 18,208 | $177.2 萬 | 0.05% | +272+1.5% | 加碼 |
| One Charles Private Wealth Services, LLC | 17,900 | $174.2 萬 | 0.49% | +13,900+347.5% | 加碼 |
| Fayez Sarofim & Co | 17,805 | $173.3 萬 | 0.00% | +4,805+37.0% | 加碼 |
| Belpointe Asset Management LLC | 17,783 | $173.1 萬 | 0.07% | −1,547−8.0% | 減碼 |
| Prudent Man Advisors, LLC | 17,752 | $172.8 萬 | 0.55% | +2,993+20.3% | 加碼 |
| Tradition Wealth Management, LLC | 17,751 | $172.8 萬 | 0.14% | −144−0.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 17,741 | $172.7 萬 | 0.00% | +1,116+6.7% | 加碼 |
| Arista Wealth Management, LLC | 17,661 | $171.9 萬 | 0.24% | +17,661 | 新進 |
| Alps Advisors Inc | 17,658 | $171.9 萬 | 0.01% | +121+0.7% | 加碼 |
| Equitable Holdings, Inc. | 17,621 | $171.5 萬 | 0.01% | +11,652+195.2% | 加碼 |
| Triangle Securities Wealth Management | 17,587 | $171.2 萬 | 0.42% | +46+0.3% | 加碼 |
| Checchi Capital Advisers, LLC | 17,566 | $171.0 萬 | 0.12% | −1,216−6.5% | 減碼 |
| Concord Wealth Partners | 17,502 | $170.4 萬 | 0.25% | +1,064+6.5% | 加碼 |
| Concord Asset Management, LLC | 17,502 | $170.4 萬 | 0.26% | +1,779+11.3% | 加碼 |
| National Wealth Management Group, LLC | 17,412 | $169.5 萬 | 0.95% | +17,412 | 新進 |
| Tealwood Asset Management Inc | 17,320 | $168.6 萬 | 0.75% | −387−2.2% | 減碼 |
| Caption Management, LLC | 17,200 | $167.4 萬 | 0.15% | +8,200+91.1% | 加碼 |
| Cim Investment Mangement Inc | 19,658 | $166.6 萬 | 0.32% | +9,812+99.7% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 16,960 | $165.1 萬 | 1.40% | −2,143−11.2% | 減碼 |
| Ibex Wealth Advisors | 16,950 | $165.0 萬 | 0.18% | −64−0.4% | 減碼 |
| Sloy Dahl & Holst, LLC | 16,930 | $164.8 萬 | 0.23% | −500−2.9% | 減碼 |
| Brighton Jones LLC | 16,930 | $164.8 萬 | 0.04% | +2,119+14.3% | 加碼 |
| Venturi Wealth Management, LLC | 16,870 | $164.2 萬 | 0.08% | −2,287−11.9% | 減碼 |
| Alpine Woods Capital Investors, LLC | 16,845 | $164.0 萬 | 0.39% | −442−2.6% | 減碼 |
| Parallel Advisors, LLC | 16,843 | $164.0 萬 | 0.03% | −3,688−18.0% | 減碼 |
| 111 Capital | 16,828 | $163.8 萬 | 0.28% | +6,244+59.0% | 加碼 |
| Novem Group | 16,815 | $163.7 萬 | 0.21% | −3,103−15.6% | 減碼 |
| Lathrop Investment Management Corp | 16,740 | $162.9 萬 | 0.31% | −32,611−66.1% | 減碼 |
| Delphi Management Inc | 16,662 | $162.2 萬 | 1.57% | −60.0% | 減碼 |
| Noesis Capital Mangement Corp | 16,633 | $161.9 萬 | 0.28% | +60+0.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,560 | $161.2 萬 | 0.06% | −890−5.1% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 16,438 | $160.0 萬 | 0.02% | −679,011−97.6% | 減碼 |
| Valeo Financial Advisors, LLC | 16,174 | $159.7 萬 | 0.04% | +873+5.7% | 加碼 |
| Capstone Wealth Management Group LLC | 16,402 | $159.7 萬 | 1.16% | +16,402 | 新進 |
| Gould Capital, LLC | 16,389 | $159.5 萬 | 1.07% | −10.0% | 減碼 |
| Tema ETFs LLC | 16,332 | $159.0 萬 | 0.42% | +948+6.2% | 加碼 |
| Cornercap Investment Counsel Inc | 16,264 | $158.3 萬 | 0.82% | −424−2.5% | 減碼 |
| Synovus Financial Corp | 16,258 | $158.3 萬 | 0.02% | +226+1.4% | 加碼 |
| Middleton & Co Inc | 16,231 | $158.0 萬 | 0.18% | 00.0% | 不變 |
| Smithfield Trust Co | 16,126 | $156.8 萬 | 0.07% | +462+2.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 16,090 | $156.6 萬 | 0.03% | +361+2.3% | 加碼 |
| Clearstead Advisors, LLC | 16,077 | $156.5 萬 | 0.02% | +1,826+12.8% | 加碼 |
| Salomon & Ludwin, LLC | 15,790 | $156.1 萬 | 0.15% | −80−0.5% | 減碼 |
| Goelzer Investment Management, Inc. | 15,953 | $155.3 萬 | 0.09% | +15,953 | 新進 |
| Westpac Banking Corp | 15,953 | $155.3 萬 | 0.10% | +5,969+59.8% | 加碼 |
| Wincap Financial LLC | 15,950 | $155.3 萬 | 1.25% | −690−4.1% | 減碼 |
| Brookstone Capital Management | 15,946 | $155.2 萬 | 0.02% | −1,673−9.5% | 減碼 |
| Snowden Capital Advisors LLC | 15,900 | $155.1 萬 | 0.05% | −285−1.8% | 減碼 |
| Trust Co of Oklahoma | 15,934 | $155.1 萬 | 0.49% | −9,844−38.2% | 減碼 |
| We Are One Seven, LLC | 15,882 | $154.6 萬 | 0.05% | −676−4.1% | 減碼 |
| Intellectus Partners, LLC | 15,677 | $153.0 萬 | 0.33% | +15,677 | 新進 |
| Koss-Olinger Consulting, LLC | 15,659 | $152.4 萬 | 0.13% | +19+0.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 15,653 | $152.4 萬 | 0.01% | −4,402−21.9% | 減碼 |
| Aspire Private Capital, LLC | 15,624 | $152.1 萬 | 0.35% | +5,570+55.4% | 加碼 |
| Fiduciary Family Office, LLC | 15,603 | $151.9 萬 | 0.50% | +2,939+23.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 15,559 | $151.5 萬 | 0.10% | −18,181−53.9% | 減碼 |