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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 32,449 | $434.5 萬 | 0.38% | −1,189−3.5% | 減碼 |
| Proficio Capital Partners LLC | 32,342 | $433.1 萬 | 0.30% | −4,690−12.7% | 減碼 |
| DSG Capital Advisors, LLC | 32,314 | $432.7 萬 | 0.69% | +1,518+4.9% | 加碼 |
| Community Bank, N.A. | 32,186 | $431.0 萬 | 0.52% | −687−2.1% | 減碼 |
| Diversified Trust Co | 31,922 | $427.4 萬 | 0.09% | +8,172+34.4% | 加碼 |
| CX Institutional | 31,681 | $424.2 萬 | 0.13% | −2,271−6.7% | 減碼 |
| Rakuten Investment Management, Inc. | 36,997 | $422.6 萬 | 0.02% | +36,997 | 新進 |
| Signaturefd, LLC | 30,981 | $414.8 萬 | 0.07% | +1,778+6.1% | 加碼 |
| Farther Finance Advisors, LLC | 30,525 | $408.7 萬 | 0.06% | +10,405+51.7% | 加碼 |
| GAMMA Investing LLC | 30,449 | $407.7 萬 | 0.22% | +3,297+12.1% | 加碼 |
| MWA Asset Management | 30,433 | $407.5 萬 | 2.25% | +941+3.2% | 加碼 |
| First American Trust, FSB | 30,406 | $407.2 萬 | 0.30% | −75−0.2% | 減碼 |
| Wolverine Trading, LLC | 30,883 | $404.8 萬 | 0.08% | −52,179−62.8% | 減碼 |
| Simplicity Wealth,LLC | 30,163 | $403.9 萬 | 0.23% | −32,151−51.6% | 減碼 |
| Capital Advisors Inc | 30,013 | $401.9 萬 | 0.07% | −121−0.4% | 減碼 |
| Artemis Wealth Advisors, LLC | 30,000 | $401.7 萬 | 0.68% | 00.0% | 不變 |
| Alight Capital Management LP | 30,000 | $401.7 萬 | 0.96% | +30,000 | 新進 |
| Greenup Street Wealth Management LLC | 29,857 | $399.8 萬 | 0.61% | −656−2.1% | 減碼 |
| Mainstay Capital Management LLC | 29,818 | $399.3 萬 | 0.40% | −29,398−49.6% | 減碼 |
| Bessemer Group Inc | 29,730 | $398.2 萬 | 0.01% | +2,359+8.6% | 加碼 |
| Calamos Wealth Management LLC | 29,668 | $397.3 萬 | 0.14% | +3,734+14.4% | 加碼 |
| Fortem Financial Group, LLC | 29,650 | $397.0 萬 | 1.14% | +3,725+14.4% | 加碼 |
| TD Waterhouse Canada Inc. | 27,790 | $396.8 萬 | 0.03% | −3,827−12.1% | 減碼 |
| Empower Advisory Group, LLC | 29,595 | $396.3 萬 | 0.01% | −1,267−4.1% | 減碼 |
| one8zero8, LLC | 29,540 | $395.5 萬 | 0.85% | 00.0% | 不變 |
| Foster & Motley Inc | 29,540 | $395.5 萬 | 0.21% | −377−1.3% | 減碼 |
| SevenBridge Financial Group, LLC | 24,463 | $394.9 萬 | 0.65% | −3,018−11.0% | 減碼 |
| Romano Brothers and Company | 29,425 | $394.0 萬 | 0.45% | −260−0.9% | 減碼 |
| Martin Capital Advisors, LLP | 29,302 | $392.4 萬 | 2.37% | −2,731−8.5% | 減碼 |
| Green Alpha Advisors, LLC | 29,281 | $392.1 萬 | 3.78% | −14,417−33.0% | 減碼 |
| Everence Capital Management Inc | 28,890 | $386.8 萬 | 0.23% | 00.0% | 不變 |
| Katamaran Capital LLP | 28,806 | $385.7 萬 | 3.52% | −20,665−41.8% | 減碼 |
| Edgestream Partners, L.P. | 28,757 | $385.1 萬 | 0.11% | +23,968+500.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 24,453 | $383.8 萬 | 0.18% | −39,777−61.9% | 減碼 |
| Ostrum Asset Management | 28,272 | $378.6 萬 | 0.17% | −3,324−10.5% | 減碼 |
| BCJ Capital Management, LLC | 28,246 | $378.2 萬 | 0.23% | +28,246 | 新進 |
| Boston Private Wealth LLC | 28,234 | $378.1 萬 | 0.20% | −21−0.1% | 減碼 |
| Mizuho Markets Cayman LP | 28,135 | $376.7 萬 | 0.32% | +28,135 | 新進 |
| Resources Management Corp | 28,132 | $376.7 萬 | 0.49% | −790−2.7% | 減碼 |
| Wetherby Asset Management Inc | 28,101 | $376.3 萬 | 0.15% | +1,020+3.8% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 28,089 | $376.1 萬 | 0.28% | +1,696+6.4% | 加碼 |
| WealthShield Partners, LLC | 27,981 | $374.7 萬 | 0.42% | +523+1.9% | 加碼 |
| Cincinnati Specialty Underwriters Insurance CO | 27,830 | $372.6 萬 | 0.87% | +27,830 | 新進 |
| Hilltop Holdings Inc. | 27,642 | $370.1 萬 | 0.20% | +1,849+7.2% | 加碼 |
| Advisory Research Inc | 27,633 | $370.0 萬 | 0.49% | +642+2.4% | 加碼 |
| Ritholtz Wealth Management | 27,549 | $368.9 萬 | 0.07% | +2,189+8.6% | 加碼 |
| Leavell Investment Management, Inc. | 27,485 | $368.7 萬 | 0.16% | +951+3.6% | 加碼 |
| Bryn Mawr Trust Co | 27,418 | $367.1 萬 | 0.09% | −12,839−31.9% | 減碼 |
| 111 Capital | 27,361 | $366.4 萬 | 0.69% | +10,533+62.6% | 加碼 |
| E&G Advisors, LP | 27,174 | $363.9 萬 | 0.85% | −176−0.6% | 減碼 |
| BancorpSouth Bank | 26,933 | $360.6 萬 | 0.22% | +111+0.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 26,704 | $357.6 萬 | 0.46% | +7,313+37.7% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 26,501 | $354.8 萬 | 1.10% | +69+0.3% | 加碼 |
| Harfst & Associates, Inc. | 26,497 | $354.8 萬 | 0.65% | −165−0.6% | 減碼 |
| Wedmont Private Capital | 25,239 | $354.2 萬 | 0.13% | +800+3.3% | 加碼 |
| BDF-Gestion | 26,344 | $352.7 萬 | 0.42% | −3,810−12.6% | 減碼 |
| First Business Financial Services, Inc. | 26,211 | $351.0 萬 | 0.32% | −3,069−10.5% | 減碼 |
| Engineers Gate Manager LP | 26,134 | $349.9 萬 | 0.04% | −7,221−21.6% | 減碼 |
| Savant Capital, LLC | 26,068 | $349.0 萬 | 0.02% | +408+1.6% | 加碼 |
| Ellsworth Advisors, LLC | 24,087 | $348.7 萬 | 0.74% | −453−1.8% | 減碼 |
| Webster Bank, N. A. | 25,943 | $347.4 萬 | 0.33% | +276+1.1% | 加碼 |
| Qtron Investments LLC | 25,833 | $345.9 萬 | 0.43% | −1,184−4.4% | 減碼 |
| Yarbrough Capital, LLC | 25,732 | $344.6 萬 | 0.11% | 00.0% | 不變 |
| Davenport & Co LLC | 25,689 | $344.0 萬 | 0.02% | −1,838−6.7% | 減碼 |
| Wood Tarver Financial Group, LLC | 25,661 | $343.6 萬 | 1.01% | −1,209−4.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 25,660 | $343.6 萬 | 1.04% | −1,500−5.5% | 減碼 |
| Mattson Financial Services, LLC | 25,494 | $341.4 萬 | 0.82% | +685+2.8% | 加碼 |
| Spire Wealth Management | 25,292 | $338.7 萬 | 0.12% | +4,073+19.2% | 加碼 |
| Meitav Dash Investments Ltd | 25,283 | $338.5 萬 | 0.05% | −253−1.0% | 減碼 |
| Groesbeck Investment Management Corp | 25,224 | $337.7 萬 | 6.59% | −4,326−14.6% | 減碼 |
| Aspetuck Financial Management LLC | 25,110 | $336.2 萬 | 2.30% | −100−0.4% | 減碼 |
| Needham Investment Management LLC | 25,000 | $334.8 萬 | 0.23% | 00.0% | 不變 |
| PKO Investment Management Joint-Stock Co | 25,000 | $334.8 萬 | 0.29% | 00.0% | 不變 |
| Telemark Asset Management, LLC | 25,000 | $334.8 萬 | 0.32% | +25,000 | 新進 |
| Jackson Square Capital, LLC | 24,954 | $334.1 萬 | 0.73% | −5,271−17.4% | 減碼 |
| Callan Family Office, LLC | 24,914 | $333.6 萬 | 0.11% | −1,255−4.8% | 減碼 |
| Matisse Capital | 24,730 | $331.1 萬 | 1.49% | +60+0.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 24,713 | $330.9 萬 | 0.35% | +1,378+5.9% | 加碼 |
| Altman Advisors, Inc. | 24,507 | $328.2 萬 | 1.26% | −269−1.1% | 減碼 |
| Consolidated Portfolio Review Corp | 24,434 | $327.2 萬 | 0.41% | +188+0.8% | 加碼 |
| La Banque Postale Asset Management SA | 24,390 | $326.6 萬 | 0.04% | +1,153+5.0% | 加碼 |
| Aaron Wealth Advisors | 24,382 | $326.5 萬 | 0.20% | +11,612+90.9% | 加碼 |
| Moors & Cabot, Inc. | 24,379 | $326.4 萬 | 0.14% | −1,484−5.7% | 減碼 |
| Eads & Heald Wealth Management | 24,378 | $326.4 萬 | 1.56% | +250+1.0% | 加碼 |
| Cary Street Partners Financial LLC | 24,364 | $326.2 萬 | 0.08% | −166−0.7% | 減碼 |
| 180 Wealth Advisors, LLC | 24,302 | $325.4 萬 | 0.40% | +90.0% | 加碼 |
| Smartleaf Asset Management LLC | 24,635 | $322.9 萬 | 0.20% | +5,676+29.9% | 加碼 |
| Night Squared LP | 23,936 | $320.5 萬 | 1.16% | +23,936 | 新進 |
| Heritage Trust Co | 23,824 | $319.0 萬 | 0.34% | +763+3.3% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 23,650 | $316.7 萬 | 0.33% | +250+1.1% | 加碼 |
| Cornerstone Select Advisors, LLC | 23,566 | $315.6 萬 | 2.32% | −31−0.1% | 減碼 |
| Camden Capital, LLC | 23,443 | $314.0 萬 | 0.22% | −2,002−7.9% | 減碼 |
| IHT Wealth Management, LLC | 23,158 | $310.1 萬 | 0.08% | −675−2.8% | 減碼 |
| Syon Capital LLC | 23,038 | $308.5 萬 | 0.17% | +4,138+21.9% | 加碼 |
| Magnus Financial Group LLC | 22,838 | $305.8 萬 | 0.24% | +76+0.3% | 加碼 |
| Sig Brokerage, LP | 22,805 | $305.4 萬 | 0.77% | +4,083+21.8% | 加碼 |
| Runnymede Capital Advisors, Inc. | 22,750 | $304.6 萬 | 2.51% | 00.0% | 不變 |
| Matthews International Capital Management LLC | 22,749 | $304.6 萬 | 0.71% | +1,580+7.5% | 加碼 |
| Winslow Capital Management, LLC | 22,739 | $304.5 萬 | 0.01% | −8,287,385−99.7% | 減碼 |
| J. Safra Sarasin Holding AG | 22,652 | $303.3 萬 | 0.05% | +22,652 | 新進 |