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 |
|---|---|---|---|---|---|
| Phraction Management LLC | 22,554 | $302.0 萬 | 0.87% | 00.0% | 不變 |
| Aigen Investment Management, LP | 22,507 | $301.4 萬 | 0.47% | +22,507 | 新進 |
| Bay Rivers Group | 22,464 | $300.8 萬 | 1.27% | +60+0.3% | 加碼 |
| Coastal Bridge Advisors, LLC | 22,461 | $300.8 萬 | 0.23% | +333+1.5% | 加碼 |
| Winton Group Ltd | 22,438 | $300.4 萬 | 0.11% | −18,833−45.6% | 減碼 |
| Generali Investments, Management Co LLC | 22,396 | $299.9 萬 | 0.63% | +22,396 | 新進 |
| Whittier Trust Co of Nevada Inc | 20,551 | $299.7 萬 | 0.06% | −65−0.3% | 減碼 |
| Trust Co of Vermont | 22,333 | $299.0 萬 | 0.13% | −6,777−23.3% | 減碼 |
| Vivid Wealth Management, LLC | 22,263 | $298.1 萬 | 1.18% | +22,263 | 新進 |
| Thoroughbred Financial Services, LLC | 22,198 | $297.2 萬 | 0.18% | +11,883+115.2% | 加碼 |
| Buckingham Strategic Partners | 19,699 | $296.2 萬 | 0.03% | +7,652+63.5% | 加碼 |
| HighPoint Advisor Group LLC | 22,114 | $296.1 萬 | 0.14% | +117+0.5% | 加碼 |
| Invera Wealth Advisors, LLC | 22,112 | $296.1 萬 | 1.82% | −901−3.9% | 減碼 |
| Signature Resources Capital Management, LLC | 22,074 | $295.6 萬 | 1.62% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 21,935 | $293.7 萬 | 0.79% | −485−2.2% | 減碼 |
| Central Trust Co | 21,907 | $293.3 萬 | 0.06% | +100.0% | 加碼 |
| Ascent Group, LLC | 21,883 | $293.0 萬 | 0.10% | +10,048+84.9% | 加碼 |
| Pensionfund Sabic | 21,600 | $289.2 萬 | 0.79% | 00.0% | 不變 |
| LCNB Corp | 21,579 | $288.9 萬 | 1.01% | −125−0.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 21,512 | $288.0 萬 | 0.70% | +8,270+62.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 21,427 | $286.9 萬 | 0.20% | −28−0.1% | 減碼 |
| Platform Technology Partners | 21,195 | $283.8 萬 | 0.68% | +16+0.1% | 加碼 |
| BankPlus Trust Department | 21,142 | $283.1 萬 | 0.76% | −134−0.6% | 減碼 |
| Leelyn Smith, LLC | 21,081 | $282.3 萬 | 0.43% | +754+3.7% | 加碼 |
| WBI Investments | 21,051 | $281.9 萬 | 0.72% | +11,226+114.3% | 加碼 |
| Benchmark Investment Advisors LLC | 20,972 | $280.8 萬 | 1.63% | +20,972 | 新進 |
| Beaumont Financial Advisors, LLC | 20,943 | $280.4 萬 | 0.19% | −78−0.4% | 減碼 |
| Sigma Planning Corp | 20,809 | $278.6 萬 | 0.08% | +2,601+14.3% | 加碼 |
| Compass Capital Corp | 17,444 | $277.0 萬 | 1.21% | −2,393−12.1% | 減碼 |
| Integrated Advisors Network LLC | 20,676 | $276.9 萬 | 0.12% | −255−1.2% | 減碼 |
| Spirepoint Private Client, LLC | 20,600 | $275.8 萬 | 0.29% | −746−3.5% | 減碼 |
| Albert D Mason Inc | 20,496 | $274.4 萬 | 1.79% | +1,240+6.4% | 加碼 |
| Cresset Asset Management, LLC | 20,383 | $273.5 萬 | 0.01% | +1,192+6.2% | 加碼 |
| Morse Asset Management, Inc | 20,420 | $273.4 萬 | 0.55% | −3,450−14.5% | 減碼 |
| Cloverfields Capital Group, LP | 20,392 | $273.0 萬 | 0.85% | −2,348−10.3% | 減碼 |
| Weatherly Asset Management L. P. | 20,350 | $273.0 萬 | 0.22% | −15−0.1% | 減碼 |
| Icon Wealth Advisors, LLC | 20,328 | $272.2 萬 | 0.18% | −2,877−12.4% | 減碼 |
| Change Path, LLC | 20,310 | $271.9 萬 | 0.07% | +1,377+7.3% | 加碼 |
| Alternative Investment Advisors, LLC. | 20,308 | $271.9 萬 | 1.24% | −588−2.8% | 減碼 |
| Donoghue Forlines LLC | 20,267 | $271.4 萬 | 0.84% | +20,267 | 新進 |
| Trust Co of Toledo NA | 20,205 | $270.5 萬 | 0.27% | −535−2.6% | 減碼 |
| ABN AMRO Bank N.V. | 20,282 | $269.8 萬 | 0.03% | +7,958+64.6% | 加碼 |
| National Wealth Management Group, LLC | 20,091 | $269.0 萬 | 1.01% | +2,679+15.4% | 加碼 |
| Clear Street Group Inc. | 20,077 | $268.8 萬 | 0.01% | +20,077 | 新進 |
| Peregrine Asset Advisers, Inc. | 20,044 | $268.4 萬 | 0.80% | +20,044 | 新進 |
| Cornerstone Advisors, LLC | 20,000 | $267.8 萬 | 0.09% | 00.0% | 不變 |
| Stokes Family Office, LLC | 19,852 | $265.8 萬 | 0.25% | −809−3.9% | 減碼 |
| Chicago Partners Investment Group LLC | 17,049 | $265.3 萬 | 0.07% | +1,654+10.7% | 加碼 |
| Wedbush Securities Inc | 19,805 | $265.2 萬 | 0.09% | −1,163−5.5% | 減碼 |
| Westpac Banking Corp | 19,805 | $265.2 萬 | 0.16% | +3,852+24.1% | 加碼 |
| Perennial Advisors, LLC | 19,725 | $264.1 萬 | 0.46% | −4,925−20.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 18,491 | $263.6 萬 | 0.28% | −14,959−44.7% | 減碼 |
| STF Management LP | 19,629 | $262.8 萬 | 0.97% | −523−2.6% | 減碼 |
| Clearstead Advisors, LLC | 19,611 | $262.6 萬 | 0.04% | +3,534+22.0% | 加碼 |
| Paradigm Asset Management Co LLC | 19,600 | $262.4 萬 | 0.60% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 19,552 | $261.8 萬 | 0.72% | −6,110−23.8% | 減碼 |
| Circle Wealth Management, LLC | 19,479 | $260.8 萬 | 0.05% | −1,244−6.0% | 減碼 |
| Sowell Financial Services LLC | 19,460 | $260.6 萬 | 0.10% | −813−4.0% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 19,436 | $260.2 萬 | 0.27% | −40,714−67.7% | 減碼 |
| Trustmark National Bank Trust Department | 19,356 | $259.2 萬 | 0.17% | 00.0% | 不變 |
| Brighton Jones LLC | 19,287 | $258.2 萬 | 0.06% | +2,357+13.9% | 加碼 |
| Harbor Capital Advisors, Inc. | 19,274 | $258.1 萬 | 0.20% | +520+2.8% | 加碼 |
| NorthRock Partners, LLC | 19,173 | $256.7 萬 | 0.05% | +5,703+42.3% | 加碼 |
| Oppenheimer & Co Inc | 19,155 | $256.5 萬 | 0.03% | −3,493−15.4% | 減碼 |
| Kuhn & Co Investment Counsel | 19,131 | $256.2 萬 | 2.03% | −60−0.3% | 減碼 |
| Noesis Capital Mangement Corp | 19,123 | $256.1 萬 | 0.40% | +2,490+15.0% | 加碼 |
| Fiduciary Family Office, LLC | 19,080 | $255.5 萬 | 0.73% | +3,477+22.3% | 加碼 |
| Perpetual Ltd | 18,941 | $253.6 萬 | 0.03% | +9,101+92.5% | 加碼 |
| Torrey Growth & Income Advisors | 18,900 | $253.1 萬 | 0.74% | +18,900 | 新進 |
| Parallel Advisors, LLC | 18,878 | $252.8 萬 | 0.05% | +2,035+12.1% | 加碼 |
| Johnson Investment Counsel Inc | 18,827 | $252.1 萬 | 0.02% | −385−2.0% | 減碼 |
| Steel Peak Wealth Management LLC | 18,761 | $251.7 萬 | 0.08% | −6,293−25.1% | 減碼 |
| Arista Wealth Management, LLC | 18,705 | $250.5 萬 | 0.31% | +1,044+5.9% | 加碼 |
| Virtus Investment Advisers, Inc. | 18,581 | $248.8 萬 | 0.71% | +18,581 | 新進 |
| Regions Financial Corp | 18,405 | $246.4 萬 | 0.02% | −1,739−8.6% | 減碼 |
| Oak Grove Capital LLC | 18,300 | $245.0 萬 | 0.53% | −2,600−12.4% | 減碼 |
| Fortis Group Advisors, LLC | 15,571 | $244.8 萬 | 0.42% | −260−1.6% | 減碼 |
| Lindenwold Advisors | 18,196 | $243.6 萬 | 1.15% | −3,478−16.0% | 減碼 |
| Tocqueville Asset Management L.P. | 18,115 | $242.6 萬 | 0.04% | −246−1.3% | 減碼 |
| ISAM Funds (UK) Ltd | 18,094 | $242.3 萬 | 0.50% | +18,094 | 新進 |
| Summit Financial, LLC | 18,079 | $242.1 萬 | 0.04% | +10,174+128.7% | 加碼 |
| One Charles Private Wealth Services, LLC | 17,957 | $240.4 萬 | 0.63% | +57+0.3% | 加碼 |
| AMF Pensionsforsakring AB | 17,916 | $239.9 萬 | 0.02% | +17,916 | 新進 |
| Equitable Holdings, Inc. | 17,906 | $239.8 萬 | 0.02% | +285+1.6% | 加碼 |
| Belpointe Asset Management LLC | 17,896 | $239.6 萬 | 0.09% | +113+0.6% | 加碼 |
| Fayez Sarofim & Co | 17,834 | $238.8 萬 | 0.01% | +29+0.2% | 加碼 |
| Ronald Blue Trust, Inc. | 17,818 | $238.6 萬 | 0.03% | −6,689−27.3% | 減碼 |
| Shelton Wealth Management, LLC | 17,804 | $238.4 萬 | 1.11% | −930−5.0% | 減碼 |
| CenterBook Partners LP | 17,649 | $236.3 萬 | 0.12% | +17,649 | 新進 |
| Meiji Yasuda Life Insurance Co | 17,648 | $236.3 萬 | 0.07% | −1,586−8.2% | 減碼 |
| Salomon & Ludwin, LLC | 16,127 | $235.1 萬 | 0.21% | +337+2.1% | 加碼 |
| Strengthening Families & Communities, LLC | 17,627 | $234.6 萬 | 0.52% | +17,091+3,188.6% | 加碼 |
| Shell Asset Management Co | 17,520 | $234.6 萬 | 0.24% | −52,179−74.9% | 減碼 |
| Alpine Woods Capital Investors, LLC | 17,505 | $234.4 萬 | 0.55% | +660+3.9% | 加碼 |
| Citizens Financial Group Inc | 17,500 | $234.3 萬 | 0.03% | +1,993+12.9% | 加碼 |
| Triangle Securities Wealth Management | 17,452 | $233.7 萬 | 0.53% | −135−0.8% | 減碼 |
| Brookstone Capital Management | 17,438 | $233.5 萬 | 0.03% | +1,492+9.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 17,408 | $233.1 萬 | 0.01% | −333−1.9% | 減碼 |
| L2 Asset Management, LLC | 17,390 | $232.8 萬 | 0.34% | −2,739−13.6% | 減碼 |
| Tradition Wealth Management, LLC | 17,282 | $231.4 萬 | 0.17% | −469−2.6% | 減碼 |