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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 207,936 | $2,790 萬 | 0.59% | −9,102−4.2% | 減碼 |
| Quantbot Technologies LP | 207,778 | $2,782 萬 | 0.76% | +145,775+235.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 206,286 | $2,762 萬 | 0.22% | +12,115+6.2% | 加碼 |
| JustInvest LLC | 205,971 | $2,758 萬 | 0.28% | +3,244+1.6% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 188,306 | $2,746 萬 | 1.71% | −44,846−19.2% | 減碼 |
| Paradiem, LLC | 204,930 | $2,744 萬 | 6.40% | −879−0.4% | 減碼 |
| Summit Street Capital Management, LLC | 204,252 | $2,736 萬 | 3.75% | −79,171−27.9% | 減碼 |
| MML Investors Services, LLC | 200,228 | $2,681 萬 | 0.07% | +57,183+40.0% | 加碼 |
| Baker Avenue Asset Management, LP | 199,887 | $2,676 萬 | 0.64% | −4,862−2.4% | 減碼 |
| Fiera Capital Corp | 199,787 | $2,675 萬 | 0.09% | +105,134+111.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 199,238 | $2,668 萬 | 0.08% | +199,238 | 新進 |
| Braun Stacey Associates Inc | 196,658 | $2,633 萬 | 0.86% | −58,335−22.9% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 196,649 | $2,633 萬 | 0.09% | −34,809−15.0% | 減碼 |
| iA Global Asset Management Inc. | 196,287 | $2,628 萬 | 0.36% | +50,081+34.3% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 196,091 | $2,626 萬 | 0.66% | +196,091 | 新進 |
| Federation des caisses Desjardins du Quebec | 186,025 | $2,491 萬 | 0.10% | +40,564+27.9% | 加碼 |
| New York Life Investment Management LLC | 185,780 | $2,488 萬 | 0.22% | −6,478−3.4% | 減碼 |
| Raiffeisen Bank International AG | 188,844 | $2,476 萬 | 0.33% | +20,223+12.0% | 加碼 |
| British Columbia Investment Management Corp | 184,052 | $2,464 萬 | 0.14% | −187,087−50.4% | 減碼 |
| Ethic Inc. | 183,751 | $2,460 萬 | 0.40% | −3,556−1.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 182,060 | $2,438 萬 | 0.14% | +22,496+14.1% | 加碼 |
| Eldred Rock Partners, LLC | 181,603 | $2,436 萬 | 6.08% | +19,657+12.1% | 加碼 |
| OP Asset Management Ltd | 179,449 | $2,403 萬 | 0.32% | +2,379+1.3% | 加碼 |
| Natixis | 179,268 | $2,400 萬 | 0.13% | −834,135−82.3% | 減碼 |
| Artemis Investment Management LLP | 177,725 | $2,380 萬 | 0.30% | −514,356−74.3% | 減碼 |
| Profund Advisors LLC | 175,823 | $2,354 萬 | 0.77% | +843+0.5% | 加碼 |
| Hudson Bay Capital Management LP | 174,700 | $2,339 萬 | 0.14% | +174,700 | 新進 |
| Jump Financial, LLC | 173,743 | $2,326 萬 | 0.30% | +127,405+274.9% | 加碼 |
| Benjamin Edwards Inc | 173,266 | $2,320 萬 | 0.26% | +12,807+8.0% | 加碼 |
| Generate Investment Management Ltd | 172,994 | $2,316 萬 | 1.18% | −284,473−62.2% | 減碼 |
| Covington Investment Advisors Inc. | 172,280 | $2,307 萬 | 3.02% | −750.0% | 減碼 |
| Cozad Asset Management Inc | 172,005 | $2,303 萬 | 1.83% | +915+0.5% | 加碼 |
| Aquatic Capital Management LLC | 169,799 | $2,274 萬 | 0.42% | −114,933−40.4% | 減碼 |
| Sustainable Insight Capital Management, LLC | 169,480 | $2,269 萬 | 7.13% | +169,480 | 新進 |
| Mutual of America Capital Management LLC | 169,260 | $2,266 萬 | 0.24% | −11,131−6.2% | 減碼 |
| Advisory Services Network, LLC | 167,082 | $2,237 萬 | 0.33% | +4,736+2.9% | 加碼 |
| ExodusPoint Capital Management, LP | 166,782 | $2,233 萬 | 0.31% | +110,658+197.2% | 加碼 |
| Linscomb & Williams, Inc. | 165,656 | $2,218 萬 | 0.96% | −1,427−0.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 164,565 | $2,204 萬 | 0.08% | −4,188−2.5% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 164,378 | $2,201 萬 | 3.20% | −142−0.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 162,968 | $2,182 萬 | 0.18% | +7,890+5.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 161,929 | $2,168 萬 | 0.14% | −83,492−34.0% | 減碼 |
| Hosking Partners LLP | 160,155 | $2,144 萬 | 0.78% | −143−0.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 159,762 | $2,139 萬 | 0.08% | +5,068+3.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 159,434 | $2,135 萬 | 1.59% | +491+0.3% | 加碼 |
| Louisiana State Employees Retirement System | 158,700 | $2,125 萬 | 0.36% | −2,300−1.4% | 減碼 |
| Kames Capital plc | 157,045 | $2,102 萬 | 0.25% | +157,045 | 新進 |
| Nemes Rush Group LLC | 156,690 | $2,098 萬 | 2.08% | +1,710+1.1% | 加碼 |
| Banque Pictet & Cie SA | 156,614 | $2,097 萬 | 0.21% | −25,872−14.2% | 減碼 |
| Jain Global LLC | 155,945 | $2,088 萬 | 0.27% | +67,201+75.7% | 加碼 |
| Freestone Grove Partners LP | 155,910 | $2,088 萬 | 0.16% | −572,412−78.6% | 減碼 |
| Fifth Third Bancorp | 153,453 | $2,055 萬 | 0.07% | −152−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 152,664 | $2,044 萬 | 0.06% | −11,826−7.2% | 減碼 |
| Capco Asset Management, LLC | 152,219 | $2,038 萬 | 4.75% | −97,071−38.9% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 151,712 | $2,031 萬 | 3.95% | +27,760+22.4% | 加碼 |
| Canada Post Corp Registered Pension Plan | 153,315 | $2,010 萬 | 0.89% | +132,115+623.2% | 加碼 |
| Yousif Capital Management, LLC | 147,445 | $1,974 萬 | 0.21% | −11,371−7.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 144,656 | $1,937 萬 | 0.25% | +34,147+30.9% | 加碼 |
| Kestra Advisory Services, LLC | 144,253 | $1,932 萬 | 0.09% | −7,980−5.2% | 減碼 |
| Walleye Capital LLC | 140,547 | $1,882 萬 | 0.15% | −62,649−30.8% | 減碼 |
| First Citizens Bank & Trust Co | 140,433 | $1,880 萬 | 0.41% | +10,408+8.0% | 加碼 |
| Terry L. Blaker | 139,324 | $1,866 萬 | 0.70% | −17,949−11.4% | 減碼 |
| Horizon Investments, LLC | 137,224 | $1,837 萬 | 0.24% | +44,727+48.4% | 加碼 |
| Tower Bridge Advisors | 137,057 | $1,835 萬 | 1.83% | −1,494−1.1% | 減碼 |
| Optiver Holding B.V. | 135,920 | $1,820 萬 | 0.30% | +135,830+150,922.2% | 加碼 |
| State of Alaska, Department of Revenue | 135,373 | $1,813 萬 | 0.19% | −8,427−5.9% | 減碼 |
| GWM Advisors LLC | 134,726 | $1,804 萬 | 0.08% | +34,198+34.0% | 加碼 |
| Mizuho Markets Americas LLC | 134,000 | $1,794 萬 | 0.38% | +134,000 | 新進 |
| Genus Capital Management Inc. | 133,560 | $1,788 萬 | 2.08% | −15,160−10.2% | 減碼 |
| Generali Asset Management SPA SGR | 130,721 | $1,750 萬 | 0.37% | +16,352+14.3% | 加碼 |
| Weiss Asset Management LP | 130,150 | $1,743 萬 | 0.25% | +130,150 | 新進 |
| Crossmark Global Holdings, Inc. | 128,608 | $1,722 萬 | 0.26% | +14,361+12.6% | 加碼 |
| Wealthfront Advisers LLC | 128,132 | $1,716 萬 | 0.04% | +8,096+6.7% | 加碼 |
| LSV Asset Management | 126,948 | $1,700 萬 | 0.04% | +30,668+31.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 126,438 | $1,693 萬 | 0.20% | −3,623−2.8% | 減碼 |
| Oddo BHF Asset Management SAS | 125,552 | $1,681 萬 | 0.64% | −92,735−42.5% | 減碼 |
| Vinva Investment Management Ltd | 128,092 | $1,679 萬 | 0.34% | −24,757−16.2% | 減碼 |
| CWM, LLC | 124,283 | $1,664 萬 | 0.05% | +56,792+84.1% | 加碼 |
| J. Goldman & Co LP | 124,164 | $1,663 萬 | 0.63% | +124,164 | 新進 |
| Hancock Whitney Corp | 124,059 | $1,661 萬 | 0.30% | +117,411+1,766.1% | 加碼 |
| HB Wealth Management, LLC | 123,999 | $1,660 萬 | 0.11% | +425+0.3% | 加碼 |
| Great Lakes Advisors, LLC | 123,167 | $1,649 萬 | 0.14% | +79+0.1% | 加碼 |
| Vident Advisory, LLC | 122,415 | $1,639 萬 | 0.16% | +74,550+155.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 121,545 | $1,627 萬 | 0.69% | −1,853−1.5% | 減碼 |
| Carderock Capital Management Inc | 121,370 | $1,625 萬 | 3.95% | +3,127+2.6% | 加碼 |
| GAM Holding AG | 120,436 | $1,613 萬 | 1.00% | −23,600−16.4% | 減碼 |
| Baker Ellis Asset Management LLC | 120,412 | $1,612 萬 | 1.99% | −2,493−2.0% | 減碼 |
| Midwest Trust Co | 119,201 | $1,596 萬 | 0.21% | −1,858−1.5% | 減碼 |
| ASR Vermogensbeheer N.V. | 119,159 | $1,595 萬 | 0.19% | −466−0.4% | 減碼 |
| Groupama Asset Managment | 118,579 | $1,588 萬 | 0.23% | +22,095+22.9% | 加碼 |
| Avanza Fonder AB | 118,465 | $1,586 萬 | 0.41% | +4,246+3.7% | 加碼 |
| GDS Wealth Management | 118,110 | $1,581 萬 | 1.04% | +7,895+7.2% | 加碼 |
| Level Four Advisory Services, LLC | 117,547 | $1,574 萬 | 0.54% | −16,885−12.6% | 減碼 |
| TruWealth Advisors, LLC | 117,446 | $1,573 萬 | 0.79% | +117,446 | 新進 |
| Sienna Gestion | 128,660 | $1,571 萬 | 1.10% | +43,990+52.0% | 加碼 |
| Gateway Investment Advisers LLC | 116,696 | $1,563 萬 | 0.15% | −3,941−3.3% | 減碼 |
| Laffer Tengler Investments | 116,397 | $1,559 萬 | 2.47% | +18,092+18.4% | 加碼 |
| Sanctuary Advisors, LLC | 114,527 | $1,534 萬 | 0.09% | −16,602−12.7% | 減碼 |
| Fusion Capital, LLC | 96,602 | $1,521 萬 | 4.43% | −3,959−3.9% | 減碼 |
| Larson Financial Group LLC | 111,689 | $1,496 萬 | 0.53% | +69,357+163.8% | 加碼 |