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 |
|---|---|---|---|---|---|
| Concord Asset Management, LLC | 17,254 | $231.0 萬 | 0.42% | −248−1.4% | 減碼 |
| Concord Wealth Partners | 17,055 | $228.4 萬 | 0.32% | −447−2.6% | 減碼 |
| Graham Capital Management, L.P. | 16,982 | $227.4 萬 | 0.08% | −103,425−85.9% | 減碼 |
| Ibex Wealth Advisors | 16,949 | $227.0 萬 | 0.22% | −10.0% | 減碼 |
| Sloy Dahl & Holst, LLC | 16,930 | $226.7 萬 | 0.24% | 00.0% | 不變 |
| Novem Group | 16,919 | $226.6 萬 | 0.27% | +104+0.6% | 加碼 |
| Gould Capital, LLC | 16,856 | $225.7 萬 | 1.40% | +467+2.8% | 加碼 |
| Mirador Capital Partners LP | 16,840 | $225.5 萬 | 0.32% | −2,079−11.0% | 減碼 |
| Capital Investment Counsel, Inc | 16,754 | $224.3 萬 | 0.27% | +16,754 | 新進 |
| Lathrop Investment Management Corp | 16,740 | $224.1 萬 | 0.41% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 16,727 | $224.0 萬 | 0.07% | +167+1.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 16,703 | $223.7 萬 | 0.14% | +1,144+7.4% | 加碼 |
| Farmers & Merchants Investments Inc | 16,650 | $222.9 萬 | 0.06% | −2,600−13.5% | 減碼 |
| Aspire Private Capital, LLC | 16,642 | $222.8 萬 | 0.49% | +1,018+6.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 16,560 | $221.7 萬 | 0.03% | +122+0.7% | 加碼 |
| Tealwood Asset Management Inc | 16,560 | $221.7 萬 | 0.90% | −760−4.4% | 減碼 |
| Alps Advisors Inc | 16,535 | $221.4 萬 | 0.01% | −1,123−6.4% | 減碼 |
| Global Retirement Partners, LLC | 16,447 | $220.2 萬 | 0.05% | −2,025−11.0% | 減碼 |
| Capstone Wealth Management Group LLC | 16,413 | $219.8 萬 | 1.40% | +11+0.1% | 加碼 |
| Marietta Investment Partners LLC | 16,379 | $219.3 萬 | 0.42% | +5,129+45.6% | 加碼 |
| Wincap Financial LLC | 16,309 | $218.4 萬 | 1.51% | +359+2.3% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 16,306 | $218.3 萬 | 1.72% | −654−3.9% | 減碼 |
| Middleton & Co Inc | 16,231 | $217.3 萬 | 0.23% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 16,210 | $217.1 萬 | 0.17% | +1,920+13.4% | 加碼 |
| Smithfield Trust Co | 16,176 | $216.9 萬 | 0.10% | +50+0.3% | 加碼 |
| Portfolio Design Labs, LLC | 16,186 | $216.7 萬 | 0.37% | +12,757+372.0% | 加碼 |
| MBM Wealth Consultants, LLC | 16,030 | $214.6 萬 | 0.53% | −3,847−19.4% | 減碼 |
| Caption Management, LLC | 16,000 | $214.2 萬 | 0.12% | −1,200−7.0% | 減碼 |
| Cornercap Investment Counsel Inc | 15,994 | $214.2 萬 | 1.07% | −270−1.7% | 減碼 |
| Synovus Financial Corp | 15,979 | $214.0 萬 | 0.02% | −279−1.7% | 減碼 |
| Goelzer Investment Management, Inc. | 15,964 | $213.8 萬 | 0.11% | +11+0.1% | 加碼 |
| Valeo Financial Advisors, LLC | 15,921 | $213.2 萬 | 0.05% | −253−1.6% | 減碼 |
| Brown Brothers Harriman & Co | 15,871 | $212.5 萬 | 0.01% | +3,072+24.0% | 加碼 |
| Norden Group LLC | 15,808 | $211.7 萬 | 0.22% | +1,241+8.5% | 加碼 |
| WCG Wealth Advisors LLC | 15,803 | $211.6 萬 | 0.13% | −3,002−16.0% | 減碼 |
| FCG Investment Co | 15,737 | $210.7 萬 | 0.99% | +1,813+13.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,673 | $209.9 萬 | 0.04% | −417−2.6% | 減碼 |
| Intellectus Partners, LLC | 15,633 | $209.7 萬 | 0.41% | −44−0.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 15,656 | $209.6 萬 | 0.02% | −7,467−32.3% | 減碼 |
| IFP Advisors, Inc | 15,654 | $209.6 萬 | 0.05% | −13,782−46.8% | 減碼 |
| First Commonwealth Financial Corp | 15,628 | $209.3 萬 | 0.35% | +1,178+8.2% | 加碼 |
| Glen Eagle Advisors, LLC | 15,599 | $208.9 萬 | 0.29% | +79+0.5% | 加碼 |
| Trust Co of Oklahoma | 15,427 | $206.6 萬 | 0.61% | −507−3.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 15,386 | $206.0 萬 | 0.06% | +620+4.2% | 加碼 |
| KPP Advisory Services LLC | 15,249 | $204.2 萬 | 0.30% | +29+0.2% | 加碼 |
| Wealth Alliance | 15,210 | $203.7 萬 | 0.21% | +745+5.2% | 加碼 |
| Optimas Capital Ltd | 15,200 | $203.5 萬 | 1.29% | +15,200 | 新進 |
| KLCM Advisors, Inc. | 15,097 | $202.1 萬 | 0.20% | +15,097 | 新進 |
| Applied Finance Capital Management, LLC | 15,022 | $201.1 萬 | 0.14% | −5,149−25.5% | 減碼 |
| Cohen Klingenstein LLC | 15,000 | $200.8 萬 | 0.06% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 14,964 | $200.7 萬 | 0.05% | −936−5.9% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 14,915 | $199.7 萬 | 0.80% | +14,915 | 新進 |
| Trust Asset Management LLC | 14,872 | $199.1 萬 | 0.14% | 00.0% | 不變 |
| Cypress Capital, LLC | 14,824 | $198.5 萬 | 0.57% | −7,089−32.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 14,818 | $198.4 萬 | 0.68% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 14,308 | $197.9 萬 | 0.26% | +2,804+24.4% | 加碼 |
| Gold Investment Management Ltd. | 14,736 | $197.3 萬 | 0.66% | +70+0.5% | 加碼 |
| Jefferies Financial Group Inc. | 14,665 | $196.4 萬 | 0.02% | −368−2.4% | 減碼 |
| Atomi Financial Group, Inc. | 14,651 | $196.2 萬 | 0.06% | +3,925+36.6% | 加碼 |
| Baader Bank INC | 14,911 | $195.3 萬 | 0.16% | +7,805+109.8% | 加碼 |
| Fulton Bank, N.A. | 14,556 | $194.9 萬 | 0.07% | +410+2.9% | 加碼 |
| Jacobi Capital Management LLC | 14,531 | $194.6 萬 | 0.12% | +213+1.5% | 加碼 |
| Checchi Capital Advisers, LLC | 14,417 | $193.0 萬 | 0.13% | −3,149−17.9% | 減碼 |
| Argonautica Private Wealth Management, Inc | 14,283 | $191.2 萬 | 0.56% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 14,279 | $191.2 萬 | 1.05% | +11,279+376.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 14,270 | $191.1 萬 | 0.11% | +2,343+19.6% | 加碼 |
| SoundView Advisors Inc. | 14,232 | $190.5 萬 | 0.68% | −736−4.9% | 減碼 |
| DGS Capital Management, LLC | 14,215 | $190.3 萬 | 0.35% | +3,222+29.3% | 加碼 |
| Fidelis Capital Partners, LLC | 14,203 | $190.2 萬 | 0.15% | +136+1.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 14,160 | $189.6 萬 | 0.01% | −1,493−9.5% | 減碼 |
| RFG Advisory, LLC | 14,131 | $189.2 萬 | 0.04% | +6,567+86.8% | 加碼 |
| Security National Bank of Sioux City Iowa | 14,116 | $189.0 萬 | 1.23% | +55+0.4% | 加碼 |
| NVWM, LLC | 14,067 | $188.4 萬 | 0.42% | −23−0.2% | 減碼 |
| Greater Midwest Financial Group, LLC | 14,061 | $188.3 萬 | 1.22% | +14,061 | 新進 |
| Accent Capital Management, LLC | 14,033 | $188.3 萬 | 0.80% | −6,738−32.4% | 減碼 |
| Agf Management Ltd | 13,990 | $187.3 萬 | 0.01% | −51,195−78.5% | 減碼 |
| Independent Financial Group, LLC | 13,965 | $187.0 萬 | 0.04% | +21+0.2% | 加碼 |
| Inscription Capital, LLC | 13,951 | $186.8 萬 | 0.20% | +5,128+58.1% | 加碼 |
| Kane Investment Management, Inc. | 13,915 | $186.3 萬 | 0.91% | +213+1.6% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 13,870 | $185.7 萬 | 0.38% | +1,425+11.5% | 加碼 |
| Kera Capital Partners, Inc. | 13,824 | $185.1 萬 | 0.28% | −8,517−38.1% | 減碼 |
| Venturi Wealth Management, LLC | 13,804 | $184.8 萬 | 0.09% | −3,066−18.2% | 減碼 |
| Wright Investors Service Inc | 13,789 | $184.6 萬 | 0.53% | +13,789 | 新進 |
| Prudent Man Advisors, LLC | 13,747 | $184.1 萬 | 0.68% | −4,005−22.6% | 減碼 |
| Fedenia Advisers LLC | 13,705 | $183.5 萬 | 0.73% | +13,705 | 新進 |
| Axxcess Wealth Management, LLC | 13,665 | $183.0 萬 | 0.04% | +2,988+28.0% | 加碼 |
| Fort Point Capital Partners LLC | 13,619 | $182.7 萬 | 0.23% | −1,108−7.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 13,610 | $182.5 萬 | 0.02% | −8,304−37.9% | 減碼 |
| AlphaCore Capital LLC | 13,550 | $181.8 萬 | 0.06% | +1,696+14.3% | 加碼 |
| Bamco Inc | 13,529 | $181.2 萬 | 0.00% | −1,039−7.1% | 減碼 |
| Neo Ivy Capital Management | 13,510 | $180.9 萬 | 0.44% | +13,510 | 新進 |
| McDaniel Terry & Co | 13,500 | $180.8 萬 | 0.15% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 13,500 | $180.8 萬 | 0.27% | +13,500 | 新進 |
| Sompo Asset Management Co., Ltd. | 13,420 | $179.7 萬 | 0.31% | −340−2.5% | 減碼 |
| Custom Index Systems, LLC | 13,334 | $178.5 萬 | 0.53% | +4,586+52.4% | 加碼 |
| Oakworth Capital, Inc. | 13,310 | $178.2 萬 | 0.10% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 13,310 | $178.2 萬 | 0.12% | +35+0.3% | 加碼 |
| Brown Financial Advisors | 13,252 | $177.4 萬 | 0.66% | −45−0.3% | 減碼 |
| Lake Street Financial LLC | 13,228 | $177.1 萬 | 0.23% | +339+2.6% | 加碼 |
| 3Chopt Investment Partners, LLC | 13,133 | $176.2 萬 | 0.40% | +3,251+32.9% | 加碼 |