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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 111,531 | $1,493 萬 | 0.18% | +10,280+10.2% | 加碼 |
| Polar Asset Management Partners Inc. | 109,619 | $1,468 萬 | 0.30% | −109,351−49.9% | 減碼 |
| Winmill & Co. Inc | 109,000 | $1,460 萬 | 3.54% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 108,550 | $1,455 萬 | 0.58% | +2,200+2.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 106,214 | $1,422 萬 | 1.17% | +8,705+8.9% | 加碼 |
| Norinchukin Bank, The | 106,075 | $1,420 萬 | 0.19% | +75+0.1% | 加碼 |
| Systematic Alpha Investments, LLC | 104,381 | $1,398 萬 | 0.46% | 00.0% | 不變 |
| Parkwood LLC | 104,015 | $1,393 萬 | 1.36% | +104,015 | 新進 |
| Motley Fool Asset Management LLC | 104,001 | $1,393 萬 | 0.58% | +22,315+27.3% | 加碼 |
| Jackson Wealth Management, LLC | 103,993 | $1,393 萬 | 1.39% | +1,734+1.7% | 加碼 |
| Nilsine Partners, LLC | 103,698 | $1,389 萬 | 1.25% | −5,072−4.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 102,200 | $1,379 萬 | 0.09% | +16,639+19.4% | 加碼 |
| Teamwork Financial Advisors, LLC | 102,144 | $1,368 萬 | 1.49% | +102,144 | 新進 |
| Synergy Financial Management, LLC | 101,581 | $1,360 萬 | 0.49% | +101,581 | 新進 |
| MUFG Securities EMEA plc | 101,225 | $1,355 萬 | 0.34% | +97,443+2,576.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 100,721 | $1,349 萬 | 0.10% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 100,250 | $1,342 萬 | 1.60% | 00.0% | 不變 |
| Black Creek Investment Management Inc. | 100,112 | $1,340 萬 | 0.63% | −18,157−15.4% | 減碼 |
| Baldwin Investment Management, LLC | 100,028 | $1,339 萬 | 1.53% | −1,740−1.7% | 減碼 |
| Insight Wealth Strategies, LLC | 99,378 | $1,331 萬 | 1.57% | −8,175−7.6% | 減碼 |
| King Luther Capital Management Corp | 99,041 | $1,326 萬 | 0.05% | +1,151+1.2% | 加碼 |
| Arkadios Wealth Advisors | 98,828 | $1,323 萬 | 0.32% | +49,313+99.6% | 加碼 |
| Exchange Traded Concepts, LLC | 98,241 | $1,315 萬 | 0.13% | +39,153+66.3% | 加碼 |
| Glenview Trust Co | 98,234 | $1,315 萬 | 0.21% | +667+0.7% | 加碼 |
| Harber Asset Management LLC | 97,606 | $1,307 萬 | 4.68% | −33,190−25.4% | 減碼 |
| Fiduciary Trust Co | 97,455 | $1,305 萬 | 0.15% | −1,008−1.0% | 減碼 |
| Apriem Advisors | 97,305 | $1,303 萬 | 1.23% | −3,438−3.4% | 減碼 |
| Cullinan Associates Inc | 97,000 | $1,299 萬 | 0.85% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 96,372 | $1,290 萬 | 0.16% | −719−0.7% | 減碼 |
| LMCG Investments, LLC | 95,507 | $1,279 萬 | 0.75% | −2,753−2.8% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 95,404 | $1,277 萬 | 1.14% | +7,314+8.3% | 加碼 |
| Taylor Hoffman Capital Management LLC | 95,245 | $1,275 萬 | 4.02% | +300+0.3% | 加碼 |
| Capitolis Liquid Global Markets LLC | 95,000 | $1,272 萬 | 0.10% | 00.0% | 不變 |
| NatWest Group plc | 94,825 | $1,270 萬 | 3.14% | +94,825 | 新進 |
| D.A. Davidson & Co. | 93,743 | $1,255 萬 | 0.08% | −11,664−11.1% | 減碼 |
| Maplelane Capital, LLC | 92,000 | $1,232 萬 | 0.59% | +92,000 | 新進 |
| Venture Visionary Partners LLC | 91,664 | $1,227 萬 | 0.42% | −3,190−3.4% | 減碼 |
| Heron Bay Capital Management | 90,333 | $1,210 萬 | 2.26% | −536−0.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 90,329 | $1,210 萬 | 0.11% | −102,289−53.1% | 減碼 |
| LMR Partners LLP | 88,143 | $1,180 萬 | 0.15% | −76,357−46.4% | 減碼 |
| J. Stern & Co. LLP | 88,094 | $1,180 萬 | 0.89% | +52,619+148.3% | 加碼 |
| Science & Technology Partners, L.P. | 87,700 | $1,174 萬 | 3.33% | −73,300−45.5% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 87,635 | $1,173 萬 | 1.06% | −1,108−1.2% | 減碼 |
| Arvest Bank Trust Division | 87,356 | $1,170 萬 | 0.65% | −38,078−30.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 87,266 | $1,168 萬 | 0.07% | −4,207−4.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 85,557 | $1,148 萬 | 0.30% | +10,043+13.3% | 加碼 |
| Moran Wealth Management, LLC | 85,677 | $1,147 萬 | 0.35% | +79,600+1,309.9% | 加碼 |
| McBroom & Associates, LLC | 85,574 | $1,146 萬 | 5.45% | −3,721−4.2% | 減碼 |
| Advisors Asset Management, Inc. | 85,247 | $1,141 萬 | 0.19% | +10,348+13.8% | 加碼 |
| M&T Bank Corp | 84,797 | $1,135 萬 | 0.04% | −15,353−15.3% | 減碼 |
| KWMG, LLC | 84,397 | $1,130 萬 | 0.99% | −590−0.7% | 減碼 |
| Aviance Capital Partners, LLC | 83,871 | $1,123 萬 | 1.33% | +583+0.7% | 加碼 |
| SummitTX Capital, L.P. | 83,501 | $1,118 萬 | 0.47% | −16,335−16.4% | 減碼 |
| South Dakota Investment Council | 83,394 | $1,117 萬 | 0.22% | −69,745−45.5% | 減碼 |
| Carret Asset Management, LLC | 83,018 | $1,112 萬 | 1.08% | −598−0.7% | 減碼 |
| Rench Wealth Management, Inc. | 82,529 | $1,105 萬 | 3.24% | −486−0.6% | 減碼 |
| Jones Financial Companies LLLP | 85,277 | $1,094 萬 | 0.01% | +27,223+46.9% | 加碼 |
| Allworth Financial LP | 80,703 | $1,081 萬 | 0.05% | −7,548−8.6% | 減碼 |
| Central Bank & Trust Co | 80,491 | $1,078 萬 | 1.70% | +385+0.5% | 加碼 |
| National Asset Management, Inc. | 80,464 | $1,077 萬 | 0.52% | +1,182+1.5% | 加碼 |
| Naples Global Advisors, LLC | 80,144 | $1,075 萬 | 0.84% | −435−0.5% | 減碼 |
| Kentucky Retirement Systems | 80,281 | $1,075 萬 | 0.30% | −2,111−2.6% | 減碼 |
| Sava Infond d.o.o. | 79,650 | $1,067 萬 | 1.51% | +4,400+5.8% | 加碼 |
| Modera Wealth Management, LLC | 79,625 | $1,066 萬 | 0.12% | −3,737−4.5% | 減碼 |
| Diversify Wealth Management, LLC | 65,757 | $1,060 萬 | 0.61% | −689−1.0% | 減碼 |
| Seizert Capital Partners, LLC | 78,716 | $1,054 萬 | 0.46% | −39,475−33.4% | 減碼 |
| Prospera Financial Services Inc | 78,497 | $1,051 萬 | 0.18% | +7,364+10.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 77,934 | $1,044 萬 | 0.28% | +71,840+1,178.9% | 加碼 |
| Fulcrum Capital LLC | 77,851 | $1,042 萬 | 2.14% | −137−0.2% | 減碼 |
| Dark Forest Capital Management LP | 77,802 | $1,042 萬 | 0.39% | +43,168+124.6% | 加碼 |
| Illinois Municipal Retirement Fund | 77,389 | $1,036 萬 | 0.13% | −3,515−4.3% | 減碼 |
| Himension Fund | 76,718 | $1,027 萬 | 0.63% | −9,333−10.8% | 減碼 |
| First Manhattan Co | 75,934 | $1,019 萬 | 0.03% | +21,398+39.2% | 加碼 |
| Prudential PLC | 76,057 | $1,018 萬 | 0.07% | +4,971+7.0% | 加碼 |
| Sterling Capital Management LLC | 75,926 | $1,017 萬 | 0.15% | +8,245+12.2% | 加碼 |
| Ravenswood Partners LP | 75,636 | $1,013 萬 | 3.20% | +75,636 | 新進 |
| Tritonpoint Wealth, LLC | 75,468 | $1,012 萬 | 0.87% | −700−0.9% | 減碼 |
| Employees Retirement System of Texas | 75,560 | $1,012 萬 | 0.08% | +28,176+59.5% | 加碼 |
| Pittenger & Anderson Inc | 75,019 | $1,005 萬 | 0.37% | +3,429+4.8% | 加碼 |
| Employees Provident Fund Board | 75,000 | $1,004 萬 | 0.08% | −60,000−44.4% | 減碼 |
| Trivest Advisors Ltd | 75,000 | $1,004 萬 | 0.32% | +75,000 | 新進 |
| MAI Capital Management | 74,968 | $1,004 萬 | 0.06% | +6,537+9.6% | 加碼 |
| United Capital Financial Advisers, LLC | 74,870 | $1,003 萬 | 0.07% | +95+0.1% | 加碼 |
| Vestcor Inc | 74,502 | $997.6 萬 | 0.30% | +23,532+46.2% | 加碼 |
| Hartford Investment Management Co | 74,129 | $992.6 萬 | 0.30% | −3,033−3.9% | 減碼 |
| Liontrust Investment Partners LLP | 74,068 | $991.8 萬 | 0.14% | +11,650+18.7% | 加碼 |
| Sierra Summit Advisors LLC | 73,659 | $986.3 萬 | 1.50% | −18,940−20.5% | 減碼 |
| Sitrin Capital Management LLC | 73,500 | $986.0 萬 | 4.73% | −1,094−1.5% | 減碼 |
| Institute for Wealth Management, LLC. | 73,472 | $983.8 萬 | 1.02% | −10.0% | 減碼 |
| Professional Advisory Services Inc | 72,810 | $974.9 萬 | 1.27% | −13,959−16.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 71,643 | $959.3 萬 | 0.06% | +4,556+6.8% | 加碼 |
| Tredje AP-fonden | 70,981 | $950.4 萬 | 0.08% | +70,981 | 新進 |
| Occudo Quantitative Strategies LP | 70,563 | $944.8 萬 | 1.15% | −22,031−23.8% | 減碼 |
| Viking Fund Management LLC | 70,000 | $937.3 萬 | 1.13% | −37,000−34.6% | 減碼 |
| Investment Management Corp of Ontario | 69,962 | $936.8 萬 | 0.14% | −38,676−35.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 69,549 | $931.3 萬 | 0.19% | +45,145+185.0% | 加碼 |
| Brinker Capital Investments, LLC | 69,218 | $926.8 萬 | 0.07% | +8,840+14.6% | 加碼 |
| Mizuho Securities USA LLC | 92,180 | $923.2 萬 | 0.19% | +3,779+4.3% | 加碼 |
| Brevan Howard Capital Management LP | 67,703 | $906.5 萬 | 0.13% | −51,022−43.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 67,463 | $903.3 萬 | 0.33% | +7,392+12.3% | 加碼 |