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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 13,075 | $175.1 萬 | 0.21% | +1,975+17.8% | 加碼 |
| Alta Wealth Advisors LLC | 13,066 | $175.0 萬 | 0.63% | +13,066 | 新進 |
| Wealthspire Advisors, LLC | 13,026 | $174.4 萬 | 0.01% | −21,728−62.5% | 減碼 |
| AtlasMark Financial, Inc | 13,000 | $174.1 萬 | 1.16% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 11,075 | $173.8 萬 | 0.10% | +188+1.7% | 加碼 |
| Sunbelt Securities, Inc. | 12,967 | $173.6 萬 | 0.12% | −174−1.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 12,923 | $173.0 萬 | 0.03% | +365+2.9% | 加碼 |
| Sage Mountain Advisors LLC | 12,914 | $172.9 萬 | 0.10% | +7,627+144.3% | 加碼 |
| Willner & Heller, LLC | 12,787 | $171.2 萬 | 1.31% | +261+2.1% | 加碼 |
| Pitcairn Co | 12,774 | $171.0 萬 | 0.14% | +1,531+13.6% | 加碼 |
| Allianz SE | 12,772 | $171.0 萬 | 0.04% | +9,312+269.1% | 加碼 |
| Choate Investment Advisors | 12,739 | $170.6 萬 | 0.04% | −10−0.1% | 減碼 |
| Orrstown Financial Services Inc | 12,726 | $170.4 萬 | 0.29% | +540+4.4% | 加碼 |
| Abundance Wealth Counselors | 12,711 | $170.2 萬 | 0.29% | +1,174+10.2% | 加碼 |
| Mutual Advisors, LLC | 11,501 | $169.7 萬 | 0.04% | +1,312+12.9% | 加碼 |
| Gries Financial LLC | 12,656 | $169.5 萬 | 0.27% | −744−5.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,636 | $169.2 萬 | 0.10% | 00.0% | 不變 |
| LOM Asset Management Ltd | 12,601 | $168.7 萬 | 0.51% | +345+2.8% | 加碼 |
| Evergreen Capital Management LLC | 12,563 | $168.5 萬 | 0.04% | +2,204+21.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 12,579 | $168.4 萬 | 0.03% | +343+2.8% | 加碼 |
| Impax Asset Management Group plc | 12,513 | $167.5 萬 | 0.01% | −300−2.3% | 減碼 |
| Delphi Management Inc | 12,513 | $167.5 萬 | 1.55% | −4,149−24.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 12,432 | $166.8 萬 | 0.05% | +534+4.5% | 加碼 |
| Cigna Investments Inc | 12,445 | $166.6 萬 | 0.24% | −113−0.9% | 減碼 |
| Meridian Wealth Management, LLC | 12,410 | $166.2 萬 | 0.06% | +1,551+14.3% | 加碼 |
| Portus Wealth Advisors, LLC | 12,383 | $165.8 萬 | 1.65% | +12,383 | 新進 |
| denkapparat Operations GmbH | 12,346 | $165.3 萬 | 1.05% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 12,322 | $165.0 萬 | 0.06% | +8,160+196.1% | 加碼 |
| Davis Selected Advisers | 12,280 | $164.4 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 12,266 | $164.2 萬 | 0.02% | −1,104−8.3% | 減碼 |
| XTX Topco Ltd | 12,266 | $164.2 萬 | 0.09% | +2,798+29.6% | 加碼 |
| Centennial Bank | 12,250 | $164.0 萬 | 0.64% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 12,172 | $162.9 萬 | 0.03% | −2,536−17.2% | 減碼 |
| Pensionmark Financial Group, LLC | 12,122 | $162.3 萬 | 0.03% | +179+1.5% | 加碼 |
| Joel Isaacson & Co., LLC | 12,071 | $161.6 萬 | 0.06% | 00.0% | 不變 |
| Boxwood Ventures, Inc. | 11,990 | $160.9 萬 | 1.79% | 00.0% | 不變 |
| American State Bank (Iowa) | 12,000 | $160.7 萬 | 0.82% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 11,930 | $159.7 萬 | 0.07% | +653+5.8% | 加碼 |
| Commerzbank Aktiengesellschaft | 11,907 | $159.5 萬 | 0.03% | 00.0% | 不變 |
| BSW Wealth Partners | 11,821 | $158.3 萬 | 0.20% | +494+4.4% | 加碼 |
| Avantax Planning Partners, Inc. | 11,813 | $158.2 萬 | 0.05% | −126−1.1% | 減碼 |
| Worth Asset Management, LLC | 11,770 | $157.6 萬 | 0.71% | +11,770 | 新進 |
| Harrell Investment Partners, LLC | 11,660 | $156.1 萬 | 0.37% | 00.0% | 不變 |
| RiverFront Investment Group, LLC | 11,654 | $156.0 萬 | 0.03% | +11,654 | 新進 |
| Main Management ETF Advisors, LLC | 11,625 | $155.7 萬 | 0.06% | +11,625 | 新進 |
| Scotia Capital Inc. | 11,615 | $155.5 萬 | 0.01% | +253+2.2% | 加碼 |
| Impact Partnership Wealth, LLC | 11,605 | $155.4 萬 | 0.23% | +11,605 | 新進 |
| Advyzon Investment Management, LLC | 11,605 | $155.4 萬 | 0.27% | −16,634−58.9% | 減碼 |
| Clarius Group, LLC | 11,582 | $155.1 萬 | 0.09% | −967−7.7% | 減碼 |
| Alpha Family Trust | 11,500 | $154.0 萬 | 0.72% | 00.0% | 不變 |
| Kepler Cheuvreux (Suisse) SA | 11,476 | $153.7 萬 | 0.08% | +11,476 | 新進 |
| Kestra Investment Management, LLC | 11,448 | $153.3 萬 | 0.04% | −4,295−27.3% | 減碼 |
| Galaxy Digital Capital Management GP LLC | 11,443 | $153.2 萬 | 1.50% | +989+9.5% | 加碼 |
| Adviser Investments LLC | 11,441 | $153.2 萬 | 0.02% | +451+4.1% | 加碼 |
| Huntleigh Advisors, Inc. | 11,400 | $152.6 萬 | 0.26% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 15,659 | $152.4 萬 | 0.13% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 11,370 | $152.2 萬 | 0.09% | 00.0% | 不變 |
| Kirtland Hills Capital Management, LLC | 11,369 | $152.2 萬 | 0.60% | +901+8.6% | 加碼 |
| Pathway Financial Advisers, LLC | 11,392 | $152.2 萬 | 0.44% | −10.0% | 減碼 |
| Clark Capital Management Group, Inc. | 11,346 | $151.9 萬 | 0.01% | +372+3.4% | 加碼 |
| Oak Thistle LLC | 11,247 | $150.6 萬 | 0.23% | +11,247 | 新進 |
| StoneX Group Inc. | 11,182 | $150.0 萬 | 0.07% | −2,863−20.4% | 減碼 |
| Burns J W & Co Inc | 11,180 | $149.7 萬 | 0.17% | −100−0.9% | 減碼 |
| Jackson Creek Investment Advisors LLC | 11,116 | $148.8 萬 | 0.43% | −607−5.2% | 減碼 |
| Renaissance Group LLC | 11,102 | $148.7 萬 | 0.06% | −1,836−14.2% | 減碼 |
| RAM Investment Partners, LLC | 11,042 | $147.9 萬 | 0.28% | −99−0.9% | 減碼 |
| Capital Performance Advisors LLP | 10,995 | $147.2 萬 | 0.24% | +369+3.5% | 加碼 |
| Global Financial Private Client, LLC | 10,985 | $147.1 萬 | 0.52% | +104+1.0% | 加碼 |
| KCM Investment Advisors LLC | 10,946 | $146.6 萬 | 0.05% | −235−2.1% | 減碼 |
| Montecito Bank & Trust | 10,852 | $145.3 萬 | 0.23% | +10,852 | 新進 |
| Two Sigma Securities, LLC | 10,822 | $144.9 萬 | 0.21% | +10,822 | 新進 |
| Cache Advisors, LLC | 10,790 | $144.5 萬 | 0.25% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 10,710 | $143.4 萬 | 0.37% | −2,203−17.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 10,706 | $143.4 萬 | 0.08% | +109+1.0% | 加碼 |
| Ausdal Financial Partners, Inc. | 10,678 | $143.0 萬 | 0.07% | −1,730−13.9% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,594 | $141.9 萬 | 0.03% | +2,798+35.9% | 加碼 |
| Evoke Wealth, LLC | 10,508 | $141.0 萬 | 0.03% | +2,543+31.9% | 加碼 |
| Cookson Peirce & Co Inc | 10,510 | $140.7 萬 | 0.06% | +41+0.4% | 加碼 |
| Y.D. More Investments Ltd | 10,838 | $140.6 萬 | 0.08% | +1,088+11.2% | 加碼 |
| Security National Bank of So Dak | 10,465 | $140.1 萬 | 0.70% | +130+1.3% | 加碼 |
| Oxford Asset Management LLP | 10,392 | $139.1 萬 | 0.46% | +10,392 | 新進 |
| ORBA Wealth Advisors, L.L.C. | 10,174 | $136.2 萬 | 1.12% | +50+0.5% | 加碼 |
| NBC Securities, Inc. | 10,154 | $136.0 萬 | 0.10% | +1,600+18.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 10,153 | $136.0 萬 | 0.05% | +1,703+20.2% | 加碼 |
| Grant Private Wealth Management Inc | 10,110 | $135.4 萬 | 0.84% | +10,110 | 新進 |
| CNB Bank | 10,106 | $135.3 萬 | 0.56% | −251−2.4% | 減碼 |
| Nicholas Investment Partners, LP | 10,104 | $135.3 萬 | 0.10% | −679−6.3% | 減碼 |
| Central Pacific Bank - Trust Division | 10,098 | $135.2 萬 | 0.16% | −4,413−30.4% | 減碼 |
| Martingale Asset Management L P | 10,005 | $134.0 萬 | 0.03% | +1,949+24.2% | 加碼 |
| McDonald Partners LLC | 9,955 | $133.3 萬 | 0.40% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 9,931 | $133.2 萬 | 0.09% | +8,209+476.7% | 加碼 |
| FNY Investment Advisers, LLC | 9,947 | $133.1 萬 | 0.43% | +8,878+830.5% | 加碼 |
| Alpha Cubed Investments, LLC | 9,912 | $132.7 萬 | 0.05% | −498−4.8% | 減碼 |
| GoalVest Advisory LLC | 9,900 | $132.6 萬 | 0.28% | 00.0% | 不變 |
| AlTi Global, Inc. | 9,854 | $132.2 萬 | 0.03% | +331+3.5% | 加碼 |
| Avestar Capital, LLC | 9,832 | $131.7 萬 | 0.09% | +992+11.2% | 加碼 |
| Busey Wealth Management | 9,775 | $130.9 萬 | 0.04% | +103+1.1% | 加碼 |
| Nicolet Bankshares Inc | 9,760 | $130.7 萬 | 0.21% | 00.0% | 不變 |
| Encompass More Asset Management | 9,753 | $130.6 萬 | 0.25% | +9,753 | 新進 |
| Dakota Wealth Management | 9,739 | $130.4 萬 | 0.03% | −2,214−18.5% | 減碼 |