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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 45,021 | $602.8 萬 | 0.12% | +2,432+5.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 44,891 | $601.1 萬 | 0.08% | −3,205−6.7% | 減碼 |
| Mission Wealth Management, LP | 44,576 | $596.9 萬 | 0.12% | −2,828−6.0% | 減碼 |
| CCM Investment Advisers LLC | 44,555 | $596.6 萬 | 0.59% | −2,460−5.2% | 減碼 |
| Camarda Financial Advisors, LLC | 44,422 | $594.8 萬 | 2.19% | +17,734+66.4% | 加碼 |
| New Age Alpha Advisors, LLC | 44,372 | $594.1 萬 | 0.25% | −543−1.2% | 減碼 |
| Morningstar Investment Management LLC | 44,365 | $594.0 萬 | 0.22% | +41,928+1,720.5% | 加碼 |
| NRI Wealth Management LC | 43,543 | $583.0 萬 | 3.12% | +19,352+80.0% | 加碼 |
| Foundations Investment Advisors, LLC | 43,264 | $579.3 萬 | 0.08% | −29,203−40.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 43,136 | $577.6 萬 | 0.21% | +832+2.0% | 加碼 |
| Westerkirk Capital Inc. | 43,120 | $577.4 萬 | 0.66% | −4,497−9.4% | 減碼 |
| Hohimer Wealth Management, LLC | 43,098 | $577.1 萬 | 0.81% | −5,411−11.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 42,450 | $568.4 萬 | 0.58% | +614+1.5% | 加碼 |
| Sanders Morris Harris LLC | 42,420 | $568.0 萬 | 0.75% | +42,420 | 新進 |
| Mather Group, LLC. | 42,309 | $566.5 萬 | 0.06% | −1,734−3.9% | 減碼 |
| Knollwood Investment Advisory, LLC | 42,236 | $565.5 萬 | 0.51% | +256+0.6% | 加碼 |
| Brentview Investment Management LLC | 42,207 | $565.1 萬 | 2.57% | −6,236−12.9% | 減碼 |
| Peregrine Investment Management Inc | 42,080 | $563.5 萬 | 2.77% | −59,280−58.5% | 減碼 |
| Monetary Management Group Inc | 41,985 | $562.2 萬 | 1.29% | −300−0.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 41,938 | $561.5 萬 | 0.21% | −1,406−3.2% | 減碼 |
| Progressive Investment Management Corp | 41,869 | $560.6 萬 | 1.36% | −344−0.8% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 39,227 | $560.6 萬 | 0.29% | −119,285−75.3% | 減碼 |
| MIG Capital, LLC | 41,595 | $557.0 萬 | 0.82% | +10,178+32.4% | 加碼 |
| Independent Advisor Alliance | 41,524 | $556.0 萬 | 0.14% | +936+2.3% | 加碼 |
| Greenland Capital Management LP | 41,225 | $552.0 萬 | 0.81% | +41,225 | 新進 |
| Quadrant Capital Group LLC | 41,055 | $549.8 萬 | 0.18% | +261+0.6% | 加碼 |
| Mubadala Investment Co PJSC | 41,003 | $549.0 萬 | 0.03% | +41,003 | 新進 |
| Cetera Trust Company, N.A | 40,760 | $545.8 萬 | 3.06% | −250−0.6% | 減碼 |
| BNC Wealth Management, LLC | 40,756 | $545.7 萬 | 1.38% | +40,756 | 新進 |
| University of Texas/Texas Am Investment Managment Co | 40,526 | $542.6 萬 | 0.79% | +40,526 | 新進 |
| Abn Amro Investment Solutions | 40,477 | $542.0 萬 | 0.11% | −3,905−8.8% | 減碼 |
| Asio Capital, LLC | 40,461 | $541.8 萬 | 0.81% | +1,802+4.7% | 加碼 |
| LGT Fund Management Co Ltd. | 37,855 | $540.5 萬 | 0.44% | −765−2.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 40,337 | $540.1 萬 | 0.08% | −468−1.1% | 減碼 |
| Merit Financial Group, LLC | 40,159 | $537.7 萬 | 0.05% | +4,155+11.5% | 加碼 |
| Intrust Bank NA | 39,982 | $535.4 萬 | 0.45% | −127−0.3% | 減碼 |
| GTS Securities LLC | 39,930 | $534.7 萬 | 0.21% | +36,461+1,051.1% | 加碼 |
| CAPROCK Group, Inc. | 53,117 | $532.0 萬 | 0.13% | +53,117 | 新進 |
| Bristlecone Advisors, LLC | 39,304 | $526.3 萬 | 0.44% | −1,328−3.3% | 減碼 |
| Traynor Capital Management, Inc. | 39,278 | $525.9 萬 | 0.30% | +36,230+1,188.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 39,048 | $522.9 萬 | 0.01% | −7,338−15.8% | 減碼 |
| Trifecta Capital Advisors, LLC | 38,830 | $519.9 萬 | 0.79% | +32,040+471.9% | 加碼 |
| Strategic Financial Services, Inc, | 38,629 | $517.2 萬 | 0.26% | −198−0.5% | 減碼 |
| Fred Alger Management, LLC | 38,297 | $513.8 萬 | 0.02% | −26,982−41.3% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 38,334 | $513.3 萬 | 0.50% | −23,675−38.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 37,819 | $506.4 萬 | 0.32% | +15,360+68.4% | 加碼 |
| SG Americas Securities, LLC | 37,519 | $502.4 萬 | 0.02% | −56,035−59.9% | 減碼 |
| Commonwealth Retirement Investments LLC | 37,464 | $501.6 萬 | 1.71% | +481+1.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 37,308 | $499.6 萬 | 0.24% | −7,545−16.8% | 減碼 |
| Convergence Investment Partners, LLC | 37,215 | $498.3 萬 | 1.12% | +9,511+34.3% | 加碼 |
| Childress Capital Advisors, LLC | 36,584 | $489.9 萬 | 0.90% | +31,276+589.2% | 加碼 |
| Meeder Advisory Services, Inc. | 36,573 | $489.7 萬 | 0.23% | −89−0.2% | 減碼 |
| Tema ETFs LLC | 36,085 | $483.2 萬 | 0.40% | +19,753+120.9% | 加碼 |
| Wakefield Asset Management LLLP | 36,041 | $482.7 萬 | 1.32% | +36,041 | 新進 |
| Ossiam | 35,910 | $480.8 萬 | 0.06% | −775,012−95.6% | 減碼 |
| First Financial Bankshares Inc | 35,853 | $480.1 萬 | 0.10% | +153+0.4% | 加碼 |
| Financial Advisors Network, Inc. | 35,720 | $478.3 萬 | 0.68% | −1,668−4.5% | 減碼 |
| Apollon Wealth Management, LLC | 35,716 | $478.2 萬 | 0.09% | +2,520+7.6% | 加碼 |
| Probity Advisors, Inc. | 35,289 | $472.5 萬 | 0.77% | −2,080−5.6% | 減碼 |
| Intech Investment Management LLC | 35,278 | $472.4 萬 | 0.04% | +7,312+26.1% | 加碼 |
| Barometer Capital Management Inc. | 35,210 | $471.5 萬 | 1.08% | −3,050−8.0% | 減碼 |
| Mill Capital Management, LLC | 35,000 | $468.6 萬 | 0.35% | 00.0% | 不變 |
| Volterra Technologies LP | 34,993 | $468.6 萬 | 3.11% | +26,862+330.4% | 加碼 |
| Wahed Invest LLC | 34,927 | $467.7 萬 | 0.64% | +166+0.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 47,972 | $467.0 萬 | 0.24% | 00.0% | 不變 |
| Darwin Advisors, LLC | 34,848 | $466.6 萬 | 1.48% | −540−1.5% | 減碼 |
| Global X Japan Co., Ltd. | 34,804 | $466.0 萬 | 0.40% | −2,945−7.8% | 減碼 |
| Brown Advisory Inc | 34,786 | $465.8 萬 | 0.01% | −197−0.6% | 減碼 |
| Vise Technologies, Inc. | 34,609 | $463.4 萬 | 0.17% | −10,597−23.4% | 減碼 |
| Navellier & Associates Inc | 34,600 | $463.3 萬 | 0.47% | +32,350+1,437.8% | 加碼 |
| Howard Capital Management Inc. | 34,599 | $463.3 萬 | 0.06% | −121−0.3% | 減碼 |
| Glass Wealth Management Co LLC | 34,379 | $460.3 萬 | 2.05% | +5,509+19.1% | 加碼 |
| Stephens Inc | 34,302 | $459.3 萬 | 0.06% | +24,989+268.3% | 加碼 |
| Westhampton Capital, LLC | 34,297 | $459.2 萬 | 2.24% | +245+0.7% | 加碼 |
| Bleakley Financial Group, LLC | 34,293 | $459.2 萬 | 0.11% | −774−2.2% | 減碼 |
| MUFG Securities Americas Inc. | 34,129 | $457.0 萬 | 0.29% | +5,780+20.4% | 加碼 |
| Shoker Investment Counsel, Inc. | 33,989 | $455.1 萬 | 1.34% | +896+2.7% | 加碼 |
| Buckhead Capital Management LLC | 33,924 | $454.2 萬 | 1.65% | +328+1.0% | 加碼 |
| Krilogy Financial LLC | 27,517 | $454.2 萬 | 0.17% | +6,300+29.7% | 加碼 |
| Princeton Global Asset Management LLC | 33,919 | $454.2 萬 | 0.75% | +489+1.5% | 加碼 |
| RSM US Wealth Management LLC | 33,321 | $453.7 萬 | 0.06% | −8,771−20.8% | 減碼 |
| Sciencast Management LP | 33,787 | $452.4 萬 | 0.85% | +33,787 | 新進 |
| Bard Financial Services, Inc. | 33,750 | $451.9 萬 | 0.50% | 00.0% | 不變 |
| Tiaa Trust, National Association | 33,705 | $451.3 萬 | 0.01% | −709−2.1% | 減碼 |
| Precedent Wealth Partners, LLC | 33,664 | $450.8 萬 | 0.99% | +1,096+3.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $450.6 萬 | 0.30% | −1,319−3.8% | 減碼 |
| Marshall Financial Group LLC | 33,523 | $448.9 萬 | 0.87% | +450+1.4% | 加碼 |
| We Are One Seven, LLC | 33,396 | $447.2 萬 | 0.10% | +17,514+110.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 33,248 | $445.2 萬 | 0.11% | +878+2.7% | 加碼 |
| MV Capital Management, Inc. | 33,196 | $444.5 萬 | 0.43% | −177−0.5% | 減碼 |
| Chicago Trust Co NA | 33,100 | $443.2 萬 | 0.62% | +2,634+8.6% | 加碼 |
| Primoris Wealth Advisors, LLC | 33,072 | $442.8 萬 | 2.82% | −2,250−6.4% | 減碼 |
| Bridgefront Capital, LLC | 32,947 | $441.2 萬 | 1.30% | +19,419+143.5% | 加碼 |
| Cypress Capital Group | 32,892 | $440.4 萬 | 0.53% | +4,580+16.2% | 加碼 |
| AIA Group Ltd | 32,857 | $440.0 萬 | 0.08% | +21,818+197.6% | 加碼 |
| Foyston, Gordon, & Payne Inc | 32,851 | $439.9 萬 | 0.96% | −591−1.8% | 減碼 |
| SRS Capital Advisors, Inc. | 32,823 | $439.5 萬 | 0.06% | +30,367+1,236.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 32,729 | $438.2 萬 | 0.06% | +7,073+27.6% | 加碼 |
| True North Advisors, LLC | 32,683 | $437.6 萬 | 0.69% | +1,541+4.9% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 32,645 | $437.1 萬 | 0.59% | −4,228−11.5% | 減碼 |