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 3 季 13F 持有人
Lam Research Corp 在 2025/9/30 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
- 2,111
- 較 2025 年第 2 季 +260 家
- 持有股數
- 10.2 億
- 較 2025 年第 2 季 −1,668 萬 (−1.6%)
- 總市值
- $1,365 億
- 較 2025 年第 2 季 +$357.2 億 (+35.5%)
- 新進機構
- 352
- 另有 767 家加碼
- 清倉機構
- 92
- 另有 731 家減碼
另有 32 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Algert Global LLC | 2,473 | $33.1 萬 | 0.01% | −3,830−60.8% | 減碼 |
| Tilson Financial Group, Inc. | 2,485 | $33.3 萬 | 0.11% | 00.0% | 不變 |
| B&L Asset Management LLC | 2,500 | $33.5 萬 | 0.17% | 00.0% | 不變 |
| Abel Hall, LLC | 2,517 | $33.7 萬 | 0.14% | −45−1.8% | 減碼 |
| OneAscent Family Office, LLC | 2,538 | $34.0 萬 | 0.28% | +38+1.5% | 加碼 |
| Baldwin Brothers Inc | 2,551 | $34.2 萬 | 0.02% | 00.0% | 不變 |
| Gabelli Funds LLC | 2,555 | $34.2 萬 | 0.00% | −45−1.7% | 減碼 |
| Silver Grove Financial Group, Inc. | 2,559 | $34.3 萬 | 0.33% | +2,559 | 新進 |
| von Borstel & Associates, Inc. | 2,080 | $34.6 萬 | 0.05% | +2,080 | 新進 |
| Golden State Equity Partners | 2,588 | $34.7 萬 | 0.06% | +175+7.3% | 加碼 |
| Continuum Wealth Advisors, LLC | 2,640 | $35.3 萬 | 0.15% | −2,060−43.8% | 減碼 |
| Rockland Trust Co | 2,640 | $35.3 萬 | 0.01% | +2,640 | 新進 |
| BridgePort Financial Solutions, LLC | 2,646 | $35.4 萬 | 0.10% | −103−3.7% | 減碼 |
| Grandfield & Dodd, LLC | 2,650 | $35.5 萬 | 0.02% | 00.0% | 不變 |
| Bowen Hanes & Co Inc | 2,650 | $35.5 萬 | 0.01% | +2,650 | 新進 |
| Key Client Fiduciary Advisors, LLC | 2,651 | $35.5 萬 | 0.12% | +250+10.4% | 加碼 |
| Canvas Wealth Advisors, LLC | 2,438 | $35.5 萬 | 0.06% | +157+6.9% | 加碼 |
| Verus Capital Partners, LLC | 2,656 | $35.6 萬 | 0.03% | +2,656 | 新進 |
| Advus Financial Partners, LLC | 2,659 | $35.6 萬 | 0.09% | −164−5.8% | 減碼 |
| Integras Partners LLC | 2,660 | $35.6 萬 | 0.29% | 00.0% | 不變 |
| Parthenon LLC | 2,660 | $35.6 萬 | 0.04% | +2,660 | 新進 |
| BCR Wealth Strategies, LLC | 2,680 | $35.8 萬 | 0.13% | +40+1.5% | 加碼 |
| Broyhill Asset Management | 2,690 | $36.0 萬 | 0.32% | 00.0% | 不變 |
| 49 Wealth Management, LLC | 2,691 | $36.0 萬 | 0.03% | −26−1.0% | 減碼 |
| Financial Engines Advisors L.L.C. | 2,693 | $36.1 萬 | 0.00% | −301−10.1% | 減碼 |
| First County Bank | 2,726 | $36.5 萬 | 0.19% | −16−0.6% | 減碼 |
| Purus Wealth Management, LLC | 2,740 | $36.7 萬 | 0.12% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 2,746 | $36.8 萬 | 0.14% | +2,746 | 新進 |
| Wealth Alliance Advisory Group, LLC | 2,754 | $36.9 萬 | 0.07% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 2,770 | $37.1 萬 | 0.03% | +66+2.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,776 | $37.2 萬 | 0.16% | +1,581+132.3% | 加碼 |
| Aventura Private Wealth, LLC | 2,790 | $37.4 萬 | 0.14% | +700+33.5% | 加碼 |
| Asset Dedication, LLC | 2,804 | $37.5 萬 | 0.03% | 00.0% | 不變 |
| Jacobsen Capital Management | 2,804 | $37.5 萬 | 0.13% | +111+4.1% | 加碼 |
| Element Wealth, LLC | 2,822 | $37.8 萬 | 0.16% | +11+0.4% | 加碼 |
| Cypress Asset Management Inc | 2,850 | $38.2 萬 | 0.09% | +100+3.6% | 加碼 |
| Private Wealth Asset Management, LLC | 2,856 | $38.2 萬 | 0.05% | −136−4.5% | 減碼 |
| Addison Advisors LLC | 2,857 | $38.3 萬 | 0.09% | +77+2.8% | 加碼 |
| Quantum Financial Advisors, LLC | 2,864 | $38.3 萬 | 0.05% | +10.0% | 加碼 |
| Douglas Lane & Associates, LLC | 2,866 | $38.4 萬 | 0.01% | −87−2.9% | 減碼 |
| May Barnhard Investments LLC | 2,880 | $38.6 萬 | 0.18% | 00.0% | 不變 |
| Western Wealth Management, LLC | 2,889 | $38.7 萬 | 0.02% | +33+1.2% | 加碼 |
| Smart Money Group LLC | 2,890 | $38.7 萬 | 0.11% | +15+0.5% | 加碼 |
| Golden State Wealth Management, LLC | 2,892 | $38.7 萬 | 0.04% | +671+30.2% | 加碼 |
| CTC Alternative Strategies, Ltd. | 2,900 | $38.8 萬 | 0.65% | +2,900 | 新進 |
| Bill Few Associates, Inc. | 2,909 | $39.0 萬 | 0.10% | 00.0% | 不變 |
| McAdam, LLC | 2,919 | $39.1 萬 | 0.02% | −204−6.5% | 減碼 |
| Brickley Wealth Management | 2,925 | $39.2 萬 | 0.07% | +118+4.2% | 加碼 |
| Integrated Investment Consultants, LLC | 2,932 | $39.3 萬 | 0.07% | −331−10.1% | 減碼 |
| Poinciana Advisors Group, LLC | 2,949 | $39.5 萬 | 0.33% | +25+0.9% | 加碼 |
| FDx Advisors, Inc. | 2,508 | $39.5 萬 | 0.12% | −703−21.9% | 減碼 |
| Canandaigua National Bank & Trust Co | 2,950 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| New Republic Capital, LLC | 2,954 | $39.5 萬 | 0.12% | +393+15.3% | 加碼 |
| Callahan Advisors, LLC | 2,955 | $39.6 萬 | 0.03% | +105+3.7% | 加碼 |
| Pines Wealth Management, LLC | 2,962 | $39.7 萬 | 0.13% | −268−8.3% | 減碼 |
| Grove Bank & Trust | 2,992 | $40.1 萬 | 0.05% | +50+1.7% | 加碼 |
| Aries Wealth Management | 3,000 | $40.2 萬 | 0.10% | −220−6.8% | 減碼 |
| Essex Savings Bank | 3,004 | $40.2 萬 | 0.09% | +19+0.6% | 加碼 |
| Mayport, LLC | 3,004 | $40.2 萬 | 0.09% | −147−4.7% | 減碼 |
| TAGStone Capital, Inc. | 3,000 | $40.2 萬 | 0.16% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 3,008 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Northside Capital Management, LLC | 3,010 | $40.3 萬 | 0.04% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,013 | $40.3 萬 | 0.04% | +318+11.8% | 加碼 |
| Impact Capital Partners LLC | 3,015 | $40.4 萬 | 0.12% | +48+1.6% | 加碼 |
| Dock Street Asset Management Inc | 3,035 | $40.6 萬 | 0.04% | +21+0.7% | 加碼 |
| C M Bidwell & Associates Ltd | 3,045 | $40.8 萬 | 0.20% | +273+9.8% | 加碼 |
| Schnieders Capital Management, LLC. | 3,060 | $41.0 萬 | 0.07% | +3,060 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 3,065 | $41.0 萬 | 0.00% | +107+3.6% | 加碼 |
| Leo Wealth, LLC | 3,072 | $41.1 萬 | 0.05% | −133−4.1% | 減碼 |
| Brio Consultants, LLC | 3,073 | $41.1 萬 | 0.06% | +112+3.8% | 加碼 |
| Kavar Capital Partners Group, LLC | 3,077 | $41.2 萬 | 0.05% | −39−1.3% | 減碼 |
| Terra Nova Asset Management LLC | 3,091 | $41.4 萬 | 0.26% | +714+30.0% | 加碼 |
| Ewa, LLC | 3,098 | $41.5 萬 | 0.11% | +135+4.6% | 加碼 |
| A4 Wealth Advisors LLC | 3,112 | $41.7 萬 | 0.35% | +3,112 | 新進 |
| Miracle Mile Advisors, LLC | 3,114 | $41.7 萬 | 0.01% | −2,643−45.9% | 減碼 |
| MTM Investment Management, LLC | 3,119 | $41.8 萬 | 0.13% | +109+3.6% | 加碼 |
| Regent Peak Wealth Advisors LLC | 3,129 | $41.9 萬 | 0.08% | +3,129 | 新進 |
| Zullo Investment Group, Inc. | 3,144 | $42.1 萬 | 0.16% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 3,143 | $42.1 萬 | 0.07% | +3,143 | 新進 |
| Atala Financial Inc | 3,177 | $42.5 萬 | 0.27% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 3,175 | $42.6 萬 | 0.10% | −231−6.8% | 減碼 |
| Whelan Financial | 3,185 | $42.6 萬 | 0.14% | −514−13.9% | 減碼 |
| Obsidian Personal Planning Solutions LLC | 2,711 | $42.7 萬 | 0.15% | −2−0.1% | 減碼 |
| Simmons Bank | 3,190 | $42.7 萬 | 0.03% | 00.0% | 不變 |
| Five Oceans Advisors | 3,195 | $42.8 萬 | 0.16% | −89−2.7% | 減碼 |
| Moss Adams Wealth Advisors LLC | 3,189 | $42.8 萬 | 0.03% | +100+3.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,944 | $43.0 萬 | 0.09% | +111+3.9% | 加碼 |
| Strategies Wealth Advisors, LLC | 3,215 | $43.0 萬 | 0.04% | −10.0% | 減碼 |
| Phillips Wealth Planners LLC | 2,899 | $43.2 萬 | 0.36% | −1,698−36.9% | 減碼 |
| Lester Murray Antman dba SimplyRich | 3,240 | $43.3 萬 | 0.12% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 3,250 | $43.5 萬 | 0.10% | 00.0% | 不變 |
| Axq Capital, LP | 3,256 | $43.6 萬 | 0.17% | −2,420−42.6% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,210 | $43.8 萬 | 0.32% | +115+3.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 3,274 | $43.8 萬 | 0.01% | +3,274 | 新進 |
| Blume Capital Management, Inc. | 3,300 | $44.2 萬 | 0.08% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 3,300 | $44.2 萬 | 0.09% | 00.0% | 不變 |
| Westmount Partners, LLC | 3,096 | $44.2 萬 | 0.11% | +10.0% | 加碼 |
| Brass Tax Wealth Management, Inc | 3,310 | $44.3 萬 | 0.07% | −90−2.6% | 減碼 |
| Fiduciary Wealth Partners, LLC | 3,322 | $44.5 萬 | 0.19% | −9−0.3% | 減碼 |
| OneAscent Wealth Management LLC | 3,328 | $44.6 萬 | 0.15% | +116+3.6% | 加碼 |