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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 9,715 | $130.1 萬 | 0.35% | −9,943−50.6% | 減碼 |
| Optimum Investment Advisors | 9,700 | $129.9 萬 | 0.52% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 9,590 | $128.4 萬 | 0.45% | +53+0.6% | 加碼 |
| Strathmore Capital Advisors, Inc. | 9,482 | $127.0 萬 | 0.52% | −296−3.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 9,465 | $126.7 萬 | 0.42% | +9,465 | 新進 |
| Redwood Investment Management, LLC | 9,459 | $126.7 萬 | 0.14% | +9,459 | 新進 |
| SC&H Financial Advisors, Inc. | 9,432 | $126.3 萬 | 0.21% | +28+0.3% | 加碼 |
| Seek First Inc. | 9,366 | $125.4 萬 | 0.90% | +20+0.2% | 加碼 |
| Investment Research Partners LLC | 7,804 | $125.4 萬 | 0.56% | +7,804 | 新進 |
| State of Wyoming | 9,361 | $125.3 萬 | 0.14% | +7,756+483.2% | 加碼 |
| Grimes & Company, Inc. | 9,356 | $125.3 萬 | 0.03% | +9,356 | 新進 |
| SBI Securities Co., Ltd. | 9,347 | $125.2 萬 | 0.03% | −460−4.7% | 減碼 |
| Systematic Financial Management LP | 9,300 | $124.5 萬 | 0.03% | 00.0% | 不變 |
| Chilton Investment Co LLC | 9,220 | $123.5 萬 | 0.03% | +1,200+15.0% | 加碼 |
| Laraway Financial Inc | 9,200 | $123.2 萬 | 0.84% | +200+2.2% | 加碼 |
| Hillsdale Investment Management Inc. | 9,180 | $122.9 萬 | 0.04% | +9,180 | 新進 |
| Westfuller Advisors, LLC | 9,159 | $122.9 萬 | 0.56% | +174+1.9% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $122.0 萬 | 0.14% | 00.0% | 不變 |
| GeoWealth Management, LLC | 9,081 | $121.6 萬 | 0.04% | +869+10.6% | 加碼 |
| Everhart Financial Group, Inc. | 8,990 | $120.4 萬 | 0.12% | +2,328+34.9% | 加碼 |
| Buckley Wealth Management, LLC | 8,974 | $120.2 萬 | 0.33% | −1,974−18.0% | 減碼 |
| Woodward Diversified Capital, LLC | 8,944 | $119.8 萬 | 0.56% | −133−1.5% | 減碼 |
| SMART Wealth LLC | 8,937 | $119.7 萬 | 0.45% | +8,937 | 新進 |
| Parisi Gray Wealth Management | 8,895 | $119.1 萬 | 0.31% | +24+0.3% | 加碼 |
| WSFS Capital Management, LLC | 8,804 | $117.9 萬 | 0.06% | +643+7.9% | 加碼 |
| Rehmann Capital Advisory Group | 8,790 | $117.7 萬 | 0.06% | +48+0.5% | 加碼 |
| ZEGA Investments, LLC | 8,765 | $117.4 萬 | 0.27% | +8,765 | 新進 |
| Mechanics Bank Trust Department | 8,734 | $116.9 萬 | 0.16% | −990−10.2% | 減碼 |
| Wallace Hart LLC | 8,671 | $116.1 萬 | 0.85% | +8,671 | 新進 |
| Chatham Capital Group, Inc. | 8,665 | $116.0 萬 | 0.17% | −70−0.8% | 減碼 |
| Nwam LLC | 8,029 | $115.7 萬 | 0.06% | −14,084−63.7% | 減碼 |
| Warren Averett Asset Management, LLC | 8,606 | $115.2 萬 | 0.01% | +1,157+15.5% | 加碼 |
| Keel Point, LLC | 8,593 | $115.1 萬 | 0.07% | +399+4.9% | 加碼 |
| Truvestments Capital LLC | 8,569 | $114.7 萬 | 0.21% | −316−3.6% | 減碼 |
| JT Stratford LLC | 8,563 | $114.7 萬 | 0.15% | −5,685−39.9% | 減碼 |
| Cercano Management LLC | 8,560 | $114.6 萬 | 0.04% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 8,545 | $114.4 萬 | 0.02% | +687+8.7% | 加碼 |
| Davis Investment Partners, LLC | 8,000 | $114.2 萬 | 0.39% | −45−0.6% | 減碼 |
| Creekmur Asset Management LLC | 8,497 | $113.8 萬 | 0.19% | −3,120−26.9% | 減碼 |
| Palouse Capital Management, Inc. | 8,479 | $113.5 萬 | 0.72% | −16,640−66.2% | 減碼 |
| Becker Capital Management Inc | 8,446 | $113.3 萬 | 0.03% | 00.0% | 不變 |
| Values First Advisors, Inc. | 8,450 | $113.1 萬 | 0.61% | −385−4.4% | 減碼 |
| One Capital Management, LLC | 8,384 | $112.3 萬 | 0.04% | +8,384 | 新進 |
| Arvest Investments, Inc. | 8,355 | $111.9 萬 | 0.16% | −3,887−31.8% | 減碼 |
| Private Trust Co NA | 8,321 | $111.4 萬 | 0.10% | +203+2.5% | 加碼 |
| WD Rutherford LLC | 8,316 | $111.4 萬 | 0.47% | +943+12.8% | 加碼 |
| Naviter Wealth, LLC | 8,236 | $110.5 萬 | 0.13% | +46+0.6% | 加碼 |
| Westside Investment Management, Inc. | 8,210 | $110.5 萬 | 0.18% | +270+3.4% | 加碼 |
| Sunpointe, LLC | 8,213 | $110.2 萬 | 0.40% | −34−0.4% | 減碼 |
| Versant Capital Management, Inc | 8,215 | $110.0 萬 | 0.15% | +360+4.6% | 加碼 |
| Jamison Private Wealth Management, Inc. | 8,214 | $110.0 萬 | 0.14% | +428+5.5% | 加碼 |
| Twin Capital Management Inc | 8,206 | $109.9 萬 | 0.14% | +8,206 | 新進 |
| Net Worth Advisory Group | 8,110 | $108.6 萬 | 0.31% | +921+12.8% | 加碼 |
| TFR Capital, LLC. | 8,068 | $108.0 萬 | 0.36% | +5,980+286.4% | 加碼 |
| Outlook Wealth Advisors, LLC | 8,053 | $107.8 萬 | 0.27% | −1,324−14.1% | 減碼 |
| Red Door Wealth Management, LLC | 8,042 | $107.7 萬 | 0.11% | +40.0% | 加碼 |
| Goodman Advisory Group, LLC | 8,038 | $107.6 萬 | 0.27% | +8,038 | 新進 |
| T. Rowe Price Investment Management, Inc. | 8,005 | $107.2 萬 | 0.00% | −53,869−87.1% | 減碼 |
| Caerus Investment Advisors, LLC | 8,005 | $107.2 萬 | 0.44% | +8,005 | 新進 |
| Westover Capital Advisors, LLC | 8,000 | $107.1 萬 | 0.20% | 00.0% | 不變 |
| Thomasville National Bank | 8,000 | $107.1 萬 | 0.07% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 7,996 | $107.1 萬 | 0.09% | +621+8.4% | 加碼 |
| Freestone Capital Holdings, LLC | 7,916 | $106.0 萬 | 0.03% | +179+2.3% | 加碼 |
| Silver Coast Investments LLC | 7,904 | $105.8 萬 | 0.36% | 00.0% | 不變 |
| Herold Advisors, Inc. | 7,839 | $105.0 萬 | 0.24% | −677−7.9% | 減碼 |
| Seeds Investor LLC | 7,736 | $103.6 萬 | 0.22% | −16−0.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,700 | $103.1 萬 | 0.04% | −414−5.1% | 減碼 |
| Independent Solutions Wealth Management, LLC | 7,696 | $103.0 萬 | 0.18% | +1,103+16.7% | 加碼 |
| Root Financial Partners, LLC | 7,671 | $102.7 萬 | 0.06% | −165−2.1% | 減碼 |
| Allium Financial Advisors, LLC | 7,670 | $102.7 萬 | 0.85% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 7,581 | $101.5 萬 | 0.43% | +490+6.9% | 加碼 |
| Carr Financial Group Corp | 7,562 | $101.3 萬 | 0.28% | +2,125+39.1% | 加碼 |
| May Hill Capital, LLC | 7,552 | $101.1 萬 | 0.30% | −1,018−11.9% | 減碼 |
| Journey Strategic Wealth LLC | 7,524 | $100.8 萬 | 0.03% | +567+8.2% | 加碼 |
| Strategic Investment Advisors | 7,520 | $100.7 萬 | 0.09% | −734−8.9% | 減碼 |
| Texas Capital Bancshares Inc | 7,513 | $100.6 萬 | 0.40% | −3,756−33.3% | 減碼 |
| Paladin Wealth, LLC | 7,508 | $100.5 萬 | 0.73% | −275−3.5% | 減碼 |
| DCF Advisers, LLC | 7,500 | $100.4 萬 | 0.38% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 7,496 | $100.4 萬 | 0.02% | −37−0.5% | 減碼 |
| Ridgewood Investments LLC | 7,409 | $99.2 萬 | 0.42% | −1,514−17.0% | 減碼 |
| PDS Planning, Inc | 7,359 | $98.5 萬 | 0.07% | −390−5.0% | 減碼 |
| Tairen Capital Ltd | 7,350 | $98.4 萬 | 0.11% | +7,350 | 新進 |
| Accredited Investors Inc. | 7,340 | $98.3 萬 | 0.05% | +5,160+236.7% | 加碼 |
| RMB Capital Management, LLC | 7,319 | $98.2 萬 | 0.02% | +796+12.2% | 加碼 |
| Empirical Asset Management, LLC | 7,319 | $98.0 萬 | 0.27% | +7,319 | 新進 |
| Strategic Wealth Partners, Ltd. | 7,300 | $97.8 萬 | 0.07% | −580−7.4% | 減碼 |
| Forum Financial Management, LP | 7,288 | $97.6 萬 | 0.01% | +1,013+16.1% | 加碼 |
| Global Trust Asset Management, LLC | 7,264 | $97.3 萬 | 0.44% | +1,699+30.5% | 加碼 |
| Integrity Alliance, LLC. | 7,262 | $97.2 萬 | 0.05% | +7,262 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 7,223 | $96.7 萬 | 0.03% | −1,401−16.2% | 減碼 |
| Copeland Capital Management, LLC | 7,216 | $96.6 萬 | 0.02% | +7,216 | 新進 |
| Fulcrum Asset Management LLP | 7,204 | $96.5 萬 | 0.27% | −201−2.7% | 減碼 |
| Pallas Capital Advisors LLC | 7,197 | $96.4 萬 | 0.04% | +77+1.1% | 加碼 |
| Hardy Reed LLC | 7,178 | $96.1 萬 | 0.07% | +330+4.8% | 加碼 |
| Maridea Wealth Management LLC | 6,657 | $95.9 萬 | 0.15% | −23,737−78.1% | 減碼 |
| Sym Financial Corp | 7,161 | $95.9 萬 | 0.10% | −1,942−21.3% | 減碼 |
| Interchange Capital Partners, LLC | 7,154 | $95.8 萬 | 0.19% | +1,985+38.4% | 加碼 |
| Peapack Gladstone Financial Corp | 7,145 | $95.7 萬 | 0.01% | −2,335−24.6% | 減碼 |
| Level Financial Advisors, Inc. | 7,116 | $95.3 萬 | 0.27% | +7,116 | 新進 |
| Roberts Capital Advisors, LLC | 7,115 | $95.3 萬 | 1.06% | −7,115−50.0% | 減碼 |