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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 7,051 | $94.4 萬 | 0.05% | +6,355+913.1% | 加碼 |
| Bayforest Capital Ltd | 7,049 | $94.4 萬 | 0.45% | +7,049 | 新進 |
| Affinity Investment Advisors, LLC | 7,035 | $94.2 萬 | 0.64% | −24−0.3% | 減碼 |
| Astoria Portfolio Advisors LLC. | 6,607 | $94.2 萬 | 0.25% | +6,607 | 新進 |
| Legacy Capital Wealth Partners, LLC | 7,033 | $94.2 萬 | 0.20% | +389+5.9% | 加碼 |
| Planning Alternatives Ltd | 7,007 | $93.8 萬 | 0.12% | +355+5.3% | 加碼 |
| Birinyi Associates Inc | 7,000 | $93.7 萬 | 0.24% | 00.0% | 不變 |
| Dale Q Rice Investment Management Ltd | 6,627 | $93.4 萬 | 0.66% | +137+2.1% | 加碼 |
| Quest Partners LLC | 6,973 | $93.4 萬 | 0.06% | +1,242+21.7% | 加碼 |
| Persium Advisors, LLC | 6,944 | $93.0 萬 | 0.70% | −56−0.8% | 減碼 |
| Rathbone Brothers plc | 6,940 | $92.9 萬 | 0.00% | +2,830+68.9% | 加碼 |
| Personal Cfo Solutions, LLC | 6,927 | $92.7 萬 | 0.16% | +1,535+28.5% | 加碼 |
| Strategic Blueprint, LLC | 6,915 | $92.6 萬 | 0.04% | −922−11.8% | 減碼 |
| Ifrah Financial Services, Inc. | 6,897 | $92.4 萬 | 0.24% | −29−0.4% | 減碼 |
| Savvy Advisors, Inc. | 6,875 | $92.1 萬 | 0.04% | +231+3.5% | 加碼 |
| Arete Wealth Advisors, LLC | 6,867 | $92.0 萬 | 0.06% | +3,409+98.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 6,867 | $91.9 萬 | 0.02% | +301+4.6% | 加碼 |
| Kovack Advisors, Inc. | 6,854 | $91.8 萬 | 0.09% | −265−3.7% | 減碼 |
| Regatta Capital Group, LLC | 6,818 | $91.3 萬 | 0.14% | −870−11.3% | 減碼 |
| Valley Brook Capital Group | 6,810 | $91.2 萬 | 0.61% | +50+0.7% | 加碼 |
| Resonant Capital Advisors, LLC | 6,769 | $90.8 萬 | 0.05% | +231+3.5% | 加碼 |
| World Equity Group, Inc. | 6,770 | $90.7 萬 | 0.21% | +30+0.4% | 加碼 |
| BNP Paribas | 6,762 | $90.5 萬 | 0.03% | −69−1.0% | 減碼 |
| Essex Financial Services, Inc. | 6,759 | $90.5 萬 | 0.05% | +167+2.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 6,750 | $90.4 萬 | 0.01% | +185+2.8% | 加碼 |
| Haverford Trust Co | 6,732 | $90.1 萬 | 0.01% | +730+12.2% | 加碼 |
| International Assets Investment Management, LLC | 9,308 | $90.1 萬 | 0.07% | 00.0% | 不變 |
| Physicians Financial Services, Inc. | 6,730 | $90.1 萬 | 0.25% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 6,695 | $89.6 萬 | 0.15% | +6,695 | 新進 |
| Midwest Financial Group LLC | 6,676 | $89.4 萬 | 0.43% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 6,670 | $89.3 萬 | 0.12% | +565+9.3% | 加碼 |
| Janney Capital Management LLC | 6,667 | $89.3 萬 | 0.06% | −150−2.2% | 減碼 |
| Unique Wealth Strategies, LLC | 6,664 | $89.2 萬 | 0.35% | +6,664 | 新進 |
| Financial Advisors, LLC | 6,662 | $89.2 萬 | 0.16% | +162+2.5% | 加碼 |
| Holderness Investments Co | 6,655 | $89.1 萬 | 0.18% | +573+9.4% | 加碼 |
| Park Capital Management, LLC | 6,555 | $87.8 萬 | 0.70% | +6,555 | 新進 |
| Inceptionr LLC | 6,553 | $87.7 萬 | 0.21% | +6,553 | 新進 |
| Burr Financial Services, LLC | 6,550 | $87.7 萬 | 0.65% | 00.0% | 不變 |
| Madison Wealth Partners, Inc | 6,533 | $87.5 萬 | 0.17% | +13+0.2% | 加碼 |
| AdvisorNet Financial, Inc | 6,532 | $87.5 萬 | 0.05% | −90−1.4% | 減碼 |
| Cypress Capital Advisors, LLC | 6,504 | $87.1 萬 | 0.50% | −1,880−22.4% | 減碼 |
| Alta Advisers Ltd | 6,480 | $86.8 萬 | 0.27% | 00.0% | 不變 |
| Advisory Resource Group | 6,459 | $86.5 萬 | 0.16% | −96−1.5% | 減碼 |
| SkyOak Wealth, LLC | 6,450 | $86.4 萬 | 0.16% | +6,450 | 新進 |
| Range Financial Group LLC | 6,440 | $86.2 萬 | 0.31% | +2,198+51.8% | 加碼 |
| CoreCap Advisors, LLC | 6,411 | $85.8 萬 | 0.03% | +2,654+70.6% | 加碼 |
| Americana Partners, LLC | 6,365 | $85.2 萬 | 0.03% | +898+16.4% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 6,355 | $85.1 萬 | 1.49% | −2,267−26.3% | 減碼 |
| HMV Wealth Advisors, LLC | 6,323 | $84.7 萬 | 0.47% | −71−1.1% | 減碼 |
| David Loasby | 5,983 | $84.0 萬 | 0.07% | +92+1.6% | 加碼 |
| CVA Family Office, LLC | 6,258 | $83.8 萬 | 0.11% | +9+0.1% | 加碼 |
| LJI Wealth Management, LLC | 6,234 | $83.5 萬 | 0.15% | −115−1.8% | 減碼 |
| Legacy Edge Advisors, LLC | 6,210 | $83.2 萬 | 0.10% | −183−2.9% | 減碼 |
| Rothschild Investment LLC | 6,189 | $82.9 萬 | 0.05% | +2,505+68.0% | 加碼 |
| Access Financial Services, Inc. | 6,162 | $82.5 萬 | 0.30% | −139−2.2% | 減碼 |
| Leonteq Securities AG | 6,149 | $82.3 萬 | 0.04% | −1,441−19.0% | 減碼 |
| SageView Advisory Group, LLC | 6,142 | $82.2 萬 | 0.03% | −1,535−20.0% | 減碼 |
| Keystone Financial Group | 6,050 | $82.2 萬 | 0.06% | −63−1.0% | 減碼 |
| O'Neil Global Advisors, Inc. | 6,104 | $81.7 萬 | 0.15% | +6,104 | 新進 |
| PFG Investments, LLC | 6,095 | $81.6 萬 | 0.04% | −342−5.3% | 減碼 |
| Versor Investments LP | 6,089 | $81.5 萬 | 0.15% | −3,100−33.7% | 減碼 |
| Shepherd Financial Partners LLC | 6,089 | $81.5 萬 | 0.08% | −36−0.6% | 減碼 |
| First Affirmative Financial Network | 6,087 | $81.5 萬 | 0.38% | −373−5.8% | 減碼 |
| Angeles Wealth Management, LLC | 6,086 | $81.5 萬 | 0.05% | −246−3.9% | 減碼 |
| Quent Capital, LLC | 6,078 | $81.4 萬 | 0.07% | +262+4.5% | 加碼 |
| Raleigh Capital Management Inc. | 6,016 | $80.5 萬 | 0.31% | −95−1.6% | 減碼 |
| Militia Capital Partners, LP | 6,000 | $80.3 萬 | 0.37% | −1,000−14.3% | 減碼 |
| Magnetar Financial LLC | 5,995 | $80.3 萬 | 0.00% | +5,995 | 新進 |
| Parkside Financial Bank & Trust | 5,994 | $80.3 萬 | 0.06% | −218−3.5% | 減碼 |
| Zions Bancorporation, National Association | 5,974 | $80.0 萬 | 0.04% | −2,091−25.9% | 減碼 |
| Legal Advantage Investments, Inc. | 5,973 | $80.0 萬 | 0.36% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 5,923 | $79.3 萬 | 0.03% | −130−2.1% | 減碼 |
| Everett Harris & Co | 5,913 | $79.2 萬 | 0.01% | +14+0.2% | 加碼 |
| Sendero Wealth Management, LLC | 5,864 | $78.5 萬 | 0.09% | +1,529+35.3% | 加碼 |
| Optas, LLC | 5,864 | $78.5 萬 | 0.13% | +386+7.0% | 加碼 |
| OneAscent Financial Services LLC | 5,836 | $78.1 萬 | 0.05% | −21−0.4% | 減碼 |
| VeraBank, N.A. | 5,835 | $78.1 萬 | 0.15% | 00.0% | 不變 |
| Kaizen Financial Strategies | 4,796 | $77.8 萬 | 0.35% | +23+0.5% | 加碼 |
| Watershed Private Wealth LLC | 5,802 | $77.7 萬 | 0.25% | −38−0.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 5,775 | $77.3 萬 | 0.04% | +5,775 | 新進 |
| Ironwood Investment Counsel, LLC | 5,774 | $77.3 萬 | 0.11% | +144+2.6% | 加碼 |
| Cove Private Wealth, LLC | 5,760 | $77.1 萬 | 0.24% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 5,756 | $77.1 萬 | 0.03% | +14+0.2% | 加碼 |
| BOS Asset Management, LLC | 5,750 | $77.0 萬 | 0.22% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 5,741 | $76.9 萬 | 1.05% | −1,031−15.2% | 減碼 |
| OneAscent Investment Solutions LLC | 5,735 | $76.8 萬 | 0.82% | +191+3.4% | 加碼 |
| Ariadne Wealth Management, LP | 4,985 | $76.4 萬 | 0.34% | +645+14.9% | 加碼 |
| Keynote Financial Services LLC | 5,704 | $76.4 萬 | 0.46% | −10−0.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 5,690 | $76.3 萬 | 0.16% | −2,090−26.9% | 減碼 |
| Quotient Wealth Partners, LLC | 5,697 | $76.3 萬 | 0.02% | +260+4.8% | 加碼 |
| Investment Management Corp | 5,689 | $76.2 萬 | 0.65% | +134+2.4% | 加碼 |
| DeDora Capital, Inc. | 5,684 | $76.1 萬 | 0.18% | −58−1.0% | 減碼 |
| Crestmont Private Wealth LLC | 5,669 | $75.9 萬 | 0.25% | +622+12.3% | 加碼 |
| Ridgeline Wealth Planning, LLC | 5,614 | $75.2 萬 | 0.56% | −863−13.3% | 減碼 |
| Founders Capital Management, LLC | 5,609 | $75.1 萬 | 0.12% | 00.0% | 不變 |
| McLean Asset Management Corp | 5,034 | $75.1 萬 | 0.15% | +42+0.8% | 加碼 |
| Legacy Advisors, LLC | 5,540 | $74.3 萬 | 0.09% | +5,540 | 新進 |
| HBK Sorce Advisory LLC | 5,124 | $74.2 萬 | 0.02% | +4+0.1% | 加碼 |
| Keyvantage Wealth, LLC | 5,526 | $74.0 萬 | 0.31% | −435−7.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 5,514 | $73.8 萬 | 0.05% | −10−0.2% | 減碼 |