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
- 2,110
- 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 730 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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 3,337 | $44.7 萬 | 0.03% | −906−21.4% | 減碼 |
| Tactive Advisors, LLC | 3,340 | $44.7 萬 | 0.13% | −840−20.1% | 減碼 |
| Teza Capital Management LLC | 3,345 | $44.8 萬 | 2.42% | +3,345 | 新進 |
| Fundamentun, LLC | 3,359 | $45.0 萬 | 0.02% | −427−11.3% | 減碼 |
| Harbour Investments, Inc. | 3,367 | $45.1 萬 | 0.01% | +137+4.2% | 加碼 |
| Affinity Wealth Management LLC | 3,370 | $45.1 萬 | 0.07% | 00.0% | 不變 |
| Apella Capital, LLC | 3,177 | $45.2 萬 | 0.01% | +51+1.6% | 加碼 |
| DRW Securities, LLC | 3,382 | $45.3 萬 | 0.02% | −1,471−30.3% | 減碼 |
| West Family Investments, Inc. | 3,706 | $45.3 萬 | 0.10% | −5,085−57.8% | 減碼 |
| Menard Financial Group LLC | 3,388 | $45.4 萬 | 0.30% | −1,937−36.4% | 減碼 |
| Northstar Group, Inc. | 3,400 | $45.5 萬 | 0.07% | 00.0% | 不變 |
| Avanda Investment Management Pte. Ltd. | 3,400 | $45.5 萬 | 0.36% | +3,400 | 新進 |
| Stonebridge Financial Group, LLC | 3,405 | $45.6 萬 | 0.04% | +750+28.2% | 加碼 |
| Natural Investments, LLC | 3,408 | $45.6 萬 | 0.11% | +79+2.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,407 | $45.6 萬 | 0.03% | +3,407 | 新進 |
| Sentry Investment Management LLC | 3,204 | $45.7 萬 | 0.30% | −786−19.7% | 減碼 |
| SNS Financial Group, LLC | 3,407 | $45.7 萬 | 0.04% | +18+0.5% | 加碼 |
| CFM Wealth Partners LLC | 3,426 | $45.9 萬 | 0.07% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 3,460 | $46.4 萬 | 0.16% | 00.0% | 不變 |
| Prasad Wealth Partners, LLC | 3,470 | $46.5 萬 | 0.13% | −941−21.3% | 減碼 |
| Bradley Foster & Sargent Inc | 3,480 | $46.6 萬 | 0.01% | −2,060−37.2% | 減碼 |
| Onefund, LLC | 3,490 | $46.7 萬 | 0.30% | +110+3.3% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 3,494 | $46.8 萬 | 0.09% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,498 | $46.8 萬 | 0.07% | +4+0.1% | 加碼 |
| Stillwater Capital Advisors, LLC | 3,500 | $46.9 萬 | 0.05% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 3,515 | $47.1 萬 | 0.17% | −80−2.2% | 減碼 |
| Darden Wealth Group Inc | 3,520 | $47.1 萬 | 0.25% | −550−13.5% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,540 | $47.4 萬 | 0.18% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 3,540 | $47.4 萬 | 0.02% | +500+16.4% | 加碼 |
| CLG LLC | 3,547 | $47.5 萬 | 0.13% | +102+3.0% | 加碼 |
| Yeomans Consulting Group, Inc. | 3,333 | $47.6 萬 | 0.16% | +3,333 | 新進 |
| EHP Funds Inc. | 3,600 | $48.2 萬 | 0.63% | +3,600 | 新進 |
| Kingsman Wealth Management, Inc. | 3,600 | $48.2 萬 | 0.27% | +3,600 | 新進 |
| Quadrant Private Wealth Management, LLC | 3,597 | $48.3 萬 | 0.09% | +708+24.5% | 加碼 |
| MONECO Advisors, LLC | 3,614 | $48.4 萬 | 0.04% | +38+1.1% | 加碼 |
| Sovran Advisors, LLC | 3,007 | $48.4 萬 | 0.04% | −203−6.3% | 減碼 |
| Voya Financial Advisors, Inc. | 3,702 | $48.5 萬 | 0.05% | −331−8.2% | 減碼 |
| Wesbanco Bank Inc | 3,632 | $48.6 萬 | 0.01% | −372−9.3% | 減碼 |
| R Squared Ltd | 3,634 | $48.7 萬 | 0.21% | +3,634 | 新進 |
| Evermay Wealth Management LLC | 3,632 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| Hudock, Inc. | 3,637 | $48.7 萬 | 0.07% | +243+7.2% | 加碼 |
| Fiduciary Alliance LLC | 3,638 | $48.7 萬 | 0.03% | +390+12.0% | 加碼 |
| Triad Wealth Partners, LLC | 3,642 | $48.8 萬 | 0.06% | +604+19.9% | 加碼 |
| Silver Oak Securities, Inc | 3,644 | $48.8 萬 | 0.04% | −327−8.2% | 減碼 |
| Victory Financial Group, LLC | 4,147 | $48.8 萬 | 0.07% | +33+0.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,662 | $49.0 萬 | 0.07% | +370+11.2% | 加碼 |
| Archer Investment Corp | 3,673 | $49.2 萬 | 0.11% | +2,579+235.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,675 | $49.2 萬 | 0.05% | +80+2.2% | 加碼 |
| Michael S. Ryan, Inc. | 3,694 | $49.5 萬 | 0.30% | +3,694 | 新進 |
| Florida Financial Advisors, LLC | 3,702 | $49.6 萬 | 0.15% | −1,191−24.3% | 減碼 |
| Fiduciary Financial Group, LLC | 3,720 | $49.8 萬 | 0.08% | −353−8.7% | 減碼 |
| Franklin Street Advisors Inc | 3,730 | $49.9 萬 | 0.03% | −75−2.0% | 減碼 |
| Zhang Financial LLC | 3,737 | $50.0 萬 | 0.02% | −718−16.1% | 減碼 |
| Williams & Novak, LLC | 3,750 | $50.2 萬 | 0.39% | 00.0% | 不變 |
| Costello Asset Management, INC | 3,760 | $50.4 萬 | 0.17% | −1,245−24.9% | 減碼 |
| LVW Advisors, LLC | 3,767 | $50.4 萬 | 0.05% | +1,245+49.4% | 加碼 |
| Kendall Capital Management | 3,770 | $50.5 萬 | 0.11% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 3,775 | $50.5 萬 | 0.07% | +12+0.3% | 加碼 |
| Congress Asset Management Co | 3,796 | $50.8 萬 | 0.00% | +8+0.2% | 加碼 |
| Drive Wealth Management, LLC | 3,789 | $50.8 萬 | 0.11% | +40+1.1% | 加碼 |
| Shufro Rose & Co LLC | 7,000 | $50.9 萬 | 0.04% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 3,844 | $51.5 萬 | 0.12% | +153+4.1% | 加碼 |
| Meridian Investment Counsel Inc. | 3,850 | $51.6 萬 | 0.13% | −2,000−34.2% | 減碼 |
| Reyes Financial Architecture, Inc. | 3,858 | $51.7 萬 | 0.35% | −242−5.9% | 減碼 |
| MQS Management LLC | 3,859 | $51.7 萬 | 0.30% | +3,859 | 新進 |
| Symphony Financial, Ltd. Co. | 3,889 | $51.7 萬 | 0.06% | −209−5.1% | 減碼 |
| Brucke Financial, Inc. | 3,283 | $51.7 萬 | 0.30% | +834+34.1% | 加碼 |
| Core Alternative Capital | 3,870 | $51.8 萬 | 0.15% | +40+1.0% | 加碼 |
| Quantessence Capital LLC | 3,875 | $51.9 萬 | 0.16% | +3,875 | 新進 |
| Hollencrest Capital Management | 3,878 | $51.9 萬 | 0.02% | −354−8.4% | 減碼 |
| Walker Asset Management, LLC | 3,885 | $52.0 萬 | 0.29% | +9+0.2% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,886 | $52.0 萬 | 0.21% | −523−11.9% | 減碼 |
| Great Diamond Partners, LLC | 3,888 | $52.1 萬 | 0.10% | −12−0.3% | 減碼 |
| Destination Wealth Management | 3,892 | $52.1 萬 | 0.01% | +381+10.9% | 加碼 |
| Falcon Wealth Planning | 3,908 | $52.3 萬 | 0.05% | −481−11.0% | 減碼 |
| Stock Yards Bank & Trust Co | 3,911 | $52.4 萬 | 0.02% | +262+7.2% | 加碼 |
| Sivia Capital Partners, LLC | 3,920 | $52.5 萬 | 0.15% | +438+12.6% | 加碼 |
| Gsa Capital Partners LLP | 3,926 | $52.6 萬 | 0.04% | −5,398−57.9% | 減碼 |
| Three Seasons Wealth, LLC | 3,929 | $52.6 萬 | 0.05% | +3,929 | 新進 |
| Eisler Capital Management Ltd. | 4,012 | $52.8 萬 | 0.01% | +1,918+91.6% | 加碼 |
| Wall Street Financial Group, Inc. | 3,947 | $52.9 萬 | 0.39% | +934+31.0% | 加碼 |
| Pictet & Cie (Europe) SA | 3,974 | $53.2 萬 | 0.01% | −1,093−21.6% | 減碼 |
| Nelson Capital Management, LLC | 3,990 | $53.4 萬 | 0.06% | −500−11.1% | 減碼 |
| Core Wealth Partners LLC | 4,000 | $53.6 萬 | 0.25% | 00.0% | 不變 |
| King Wealth | 4,000 | $53.6 萬 | 0.07% | 00.0% | 不變 |
| James Investment Research Inc | 4,004 | $53.6 萬 | 0.06% | −351−8.1% | 減碼 |
| Advisor OS, LLC | 4,005 | $53.6 萬 | 0.05% | +1,032+34.7% | 加碼 |
| Chelsea Counsel Co | 4,000 | $53.7 萬 | 0.24% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 4,010 | $53.7 萬 | 0.01% | −84−2.1% | 減碼 |
| Fortress Private Ledger, LLC | 4,019 | $53.8 萬 | 0.20% | +4,019 | 新進 |
| Rydar Equities, Inc. | 3,770 | $53.8 萬 | 0.43% | −415−9.9% | 減碼 |
| Enterprise Financial Services Corp | 4,024 | $53.9 萬 | 0.28% | −136−3.3% | 減碼 |
| Cromwell Holdings LLC | 4,020 | $53.9 萬 | 0.29% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,049 | $54.2 萬 | 0.01% | −100−2.4% | 減碼 |
| Burns Matteson Capital Management, LLC | 4,069 | $54.5 萬 | 0.23% | +4,069 | 新進 |
| Ramirez Asset Management, Inc. | 4,080 | $54.6 萬 | 0.08% | +100+2.5% | 加碼 |
| Sterling Investment Advisors, Ltd. | 4,083 | $54.7 萬 | 0.11% | +92+2.3% | 加碼 |
| Stoneridge Investment Partners LLC | 4,088 | $54.7 萬 | 0.38% | +4,088 | 新進 |
| Syntegra Private Wealth Group, LLC | 4,115 | $55.1 萬 | 0.05% | +15+0.4% | 加碼 |
| RMR Wealth Builders | 4,120 | $55.2 萬 | 0.05% | +440+12.0% | 加碼 |