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 |
|---|---|---|---|---|---|
| Caxton Associates LLP | 67,229 | $900.2 萬 | 0.25% | −151,819−69.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 66,843 | $895.0 萬 | 0.22% | +8,000+13.6% | 加碼 |
| Park Avenue Securities LLC | 66,389 | $888.9 萬 | 0.07% | +5,322+8.7% | 加碼 |
| Commerce Bank | 65,899 | $882.4 萬 | 0.05% | +1,611+2.5% | 加碼 |
| Northwest Bancshares, Inc. | 65,783 | $880.8 萬 | 1.46% | −5,079−7.2% | 減碼 |
| Whittier Trust Co | 60,402 | $880.7 萬 | 0.10% | −814−1.3% | 減碼 |
| Stanley-Laman Group, Ltd. | 65,637 | $878.9 萬 | 1.26% | +65,637 | 新進 |
| Gulf International Bank (UK) Ltd | 64,785 | $867.5 萬 | 0.28% | −1,041−1.6% | 減碼 |
| Boothbay Fund Management, LLC | 64,659 | $865.8 萬 | 0.22% | +64,659 | 新進 |
| Morton Community Bank | 54,954 | $865.3 萬 | 2.00% | −645−1.2% | 減碼 |
| Maytus Capital Management, LLC | 64,034 | $857.4 萬 | 1.84% | −62,664−49.5% | 減碼 |
| Amica Mutual Insurance Co | 63,912 | $855.8 萬 | 0.79% | −11,564−15.3% | 減碼 |
| Maryland State Retirement & Pension System | 63,773 | $853.9 萬 | 0.18% | +1,624+2.6% | 加碼 |
| Strategic Global Advisors, LLC | 63,578 | $851.3 萬 | 1.29% | +63,578 | 新進 |
| Private Advisor Group, LLC | 63,506 | $850.3 萬 | 0.04% | −1,488−2.3% | 減碼 |
| Johnson Financial Group, Inc. | 62,792 | $842.4 萬 | 0.32% | +1,243+2.0% | 加碼 |
| Caisse des Depots Et Consignations | 62,621 | $838.5 萬 | 0.36% | −3,497−5.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 62,178 | $832.6 萬 | 0.23% | +8,622+16.1% | 加碼 |
| Marshall & Sullivan Inc | 62,111 | $831.7 萬 | 3.86% | −3,108−4.8% | 減碼 |
| Soltis Investment Advisors LLC | 61,444 | $822.7 萬 | 0.57% | −1,090−1.7% | 減碼 |
| EFG Asset Management (North America) Corp. | 61,272 | $820.2 萬 | 1.06% | +3,845+6.7% | 加碼 |
| Zweig-DiMenna Associates LLC | 61,249 | $820.1 萬 | 0.64% | −1,423−2.3% | 減碼 |
| Securian Asset Management, Inc | 61,121 | $818.4 萬 | 0.22% | −5,684−8.5% | 減碼 |
| Siemens Fonds Invest GmbH | 60,915 | $815.7 萬 | 0.45% | −1,614−2.6% | 減碼 |
| Marco Investment Management LLC | 60,270 | $807.0 萬 | 0.62% | 00.0% | 不變 |
| Umb Bank N A | 60,103 | $804.8 萬 | 0.12% | −1,332−2.2% | 減碼 |
| Valley National Advisers Inc | 60,019 | $803.5 萬 | 1.24% | +16,747+38.7% | 加碼 |
| Heartland Advisors Inc | 59,909 | $802.2 萬 | 0.42% | −9,894−14.2% | 減碼 |
| Atria Investments LLC | 59,184 | $792.5 萬 | 0.09% | −19,025−24.3% | 減碼 |
| Means Investment Co., Inc. | 59,071 | $791.0 萬 | 0.68% | −2,321−3.8% | 減碼 |
| Fort Sheridan Advisors LLC | 58,847 | $788.0 萬 | 1.03% | −1,098−1.8% | 減碼 |
| Bailard, Inc. | 58,782 | $787.1 萬 | 0.17% | +200.0% | 加碼 |
| New Mexico Educational Retirement Board | 57,830 | $774.3 萬 | 0.24% | −2,300−3.8% | 減碼 |
| River Wealth Advisors LLC | 57,724 | $772.9 萬 | 0.90% | −166−0.3% | 減碼 |
| Oak Associates, Ltd | 57,638 | $771.8 萬 | 0.47% | 00.0% | 不變 |
| F/M Investments LLC | 57,385 | $768.4 萬 | 0.30% | −1,701−2.9% | 減碼 |
| Silvant Capital Management LLC | 56,772 | $760.2 萬 | 0.26% | −5,370−8.6% | 減碼 |
| Farmers Trust Co | 56,710 | $759.3 萬 | 1.31% | +13,136+30.1% | 加碼 |
| Pacifica Partners Inc. | 52,933 | $755.8 萬 | 2.70% | −494−0.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 53,531 | $751.3 萬 | 0.18% | +840+1.6% | 加碼 |
| AE Wealth Management LLC | 55,967 | $749.4 萬 | 0.05% | +11,777+26.7% | 加碼 |
| Rockline Wealth Management, LLC | 55,763 | $746.7 萬 | 1.55% | +4,883+9.6% | 加碼 |
| Principal Securities, Inc. | 55,475 | $742.8 萬 | 0.12% | +4,257+8.3% | 加碼 |
| Blair William & Co | 55,406 | $741.9 萬 | 0.02% | +7,495+15.6% | 加碼 |
| Omers Administration Corp | 55,394 | $741.7 萬 | 0.05% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 53,757 | $719.8 萬 | 0.17% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 53,746 | $719.7 萬 | 0.22% | −230−0.4% | 減碼 |
| Metis Global Partners, LLC | 53,718 | $719.3 萬 | 0.17% | −3,205−5.6% | 減碼 |
| Catalytic Wealth RIA, LLC | 53,647 | $718.3 萬 | 0.24% | +31,924+147.0% | 加碼 |
| Kempen Capital Management N.V. | 53,564 | $717.2 萬 | 0.06% | −17,264−24.4% | 減碼 |
| Stiles Financial Services Inc | 53,495 | $716.3 萬 | 2.26% | +1,373+2.6% | 加碼 |
| Fisher Funds Management LTD | 53,433 | $715.5 萬 | 0.19% | 00.0% | 不變 |
| APG Asset Management US Inc. | 49,925 | $712.9 萬 | 0.05% | 00.0% | 不變 |
| Socorro Asset Management LP | 53,225 | $712.7 萬 | 2.57% | −18,991−26.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 52,960 | $709.1 萬 | 0.78% | −3,690−6.5% | 減碼 |
| Kingsview Wealth Management, LLC | 52,916 | $708.5 萬 | 0.11% | −982−1.8% | 減碼 |
| BLI - Banque de Luxembourg Investments | 54,000 | $708.4 萬 | 0.21% | +10,300+23.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 52,881 | $708.1 萬 | 0.15% | −1,894−3.5% | 減碼 |
| Ballentine Partners, LLC | 52,494 | $702.9 萬 | 0.10% | −270−0.5% | 減碼 |
| Midwest Professional Planners, LTD. | 52,479 | $702.7 萬 | 1.71% | +129+0.2% | 加碼 |
| Groupe la Francaise | 52,766 | $702.0 萬 | 0.10% | +713+1.4% | 加碼 |
| Charter Trust Co | 52,391 | $701.5 萬 | 0.42% | −2,129−3.9% | 減碼 |
| Guinness Atkinson Asset Management Inc | 53,404 | $700.1 萬 | 3.33% | −16,018−23.1% | 減碼 |
| Azzad Asset Management Inc | 52,279 | $700.0 萬 | 0.69% | +785+1.5% | 加碼 |
| Twin Tree Management, LP | 52,132 | $698.0 萬 | 0.33% | −81,714−61.1% | 減碼 |
| PFG Advisors | 51,744 | $692.9 萬 | 0.28% | +2,267+4.6% | 加碼 |
| Montag A & Associates Inc | 51,644 | $692.8 萬 | 0.32% | +843+1.7% | 加碼 |
| Greenleaf Trust | 51,597 | $690.9 萬 | 0.06% | +1,072+2.1% | 加碼 |
| Rodgers Brothers Inc. | 51,475 | $689.3 萬 | 0.85% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 51,441 | $688.8 萬 | 0.26% | −1,273−2.4% | 減碼 |
| Nikulski Financial, Inc. | 51,341 | $687.7 萬 | 1.73% | −827−1.6% | 減碼 |
| Bokf, NA | 51,148 | $684.9 萬 | 0.10% | +578+1.1% | 加碼 |
| V-Square Quantitative Management LLC | 50,055 | $670.2 萬 | 1.13% | +1,740+3.6% | 加碼 |
| HRT Financial LP | 50,048 | $670.1 萬 | 0.02% | +50,048 | 新進 |
| Crown Advisors Management, Inc. | 50,000 | $669.5 萬 | 4.48% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 49,911 | $669.4 萬 | 0.55% | +14,869+42.4% | 加碼 |
| Capital Investment Advisors, LLC | 49,937 | $668.7 萬 | 0.11% | +3,226+6.9% | 加碼 |
| Plato Investment Management Ltd | 50,308 | $668.5 萬 | 0.45% | +930+1.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 49,763 | $666.3 萬 | 0.06% | −20,476−29.2% | 減碼 |
| Integrated Wealth Concepts LLC | 49,668 | $665.1 萬 | 0.06% | +30+0.1% | 加碼 |
| Empirical Finance, LLC | 49,076 | $657.1 萬 | 0.31% | +2,400+5.1% | 加碼 |
| Argent Trust Co | 48,901 | $654.8 萬 | 0.23% | −2,487−4.8% | 減碼 |
| Summit Trail Advisors, LLC | 48,521 | $650.9 萬 | 0.09% | +9,558+24.5% | 加碼 |
| Elemental Capital Partners LLC | 48,500 | $649.4 萬 | 3.67% | +48,500 | 新進 |
| Umpqua Bank | 44,842 | $649.2 萬 | 1.81% | +242+0.5% | 加碼 |
| CWA Asset Management Group, LLC | 47,597 | $637.3 萬 | 0.24% | +22,171+87.2% | 加碼 |
| Scott & Selber, Inc. | 47,551 | $636.7 萬 | 1.62% | −655−1.4% | 減碼 |
| VestGen Advisors, LLC | 47,330 | $633.8 萬 | 0.21% | +28,998+158.2% | 加碼 |
| Joseph Group Capital Management | 47,227 | $632.4 萬 | 1.78% | −11,409−19.5% | 減碼 |
| American Trust Investment Advisors, LLC | 47,132 | $631.1 萬 | 3.25% | −2,455−5.0% | 減碼 |
| Harbour Capital Advisors, LLC | 44,850 | $629.5 萬 | 1.29% | −1,070−2.3% | 減碼 |
| Diversify Advisory Services, LLC | 38,840 | $626.3 萬 | 0.21% | +2,207+6.0% | 加碼 |
| Allstate Corp | 46,352 | $620.7 萬 | 0.14% | +43,737+1,672.5% | 加碼 |
| Keybank National Association | 46,348 | $620.6 萬 | 0.02% | −3,306−6.7% | 減碼 |
| Conning Inc. | 46,275 | $619.6 萬 | 0.21% | −12,335−21.0% | 減碼 |
| Financial Advisory Service, Inc. | 46,152 | $618.0 萬 | 0.42% | +1,495+3.3% | 加碼 |
| Kinneret Advisory, LLC | 45,957 | $616.6 萬 | 0.52% | −206−0.4% | 減碼 |
| Driehaus Capital Management LLC | 45,663 | $611.4 萬 | 0.04% | −529,872−92.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 45,613 | $611.4 萬 | 0.32% | −17,907−28.2% | 減碼 |
| Entropy Technologies, LP | 45,295 | $606.5 萬 | 0.45% | +45,295 | 新進 |