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、6 筆賣出；2026 年第 2 季末有 3,142 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 4 季 13F 持有人
Lam Research Corp 在 2025/12/31 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
- 2,395
- 較 2025 年第 3 季 +334 家
- 持有股數
- 10.8 億
- 較 2025 年第 3 季 +6,141 萬 (+6.0%)
- 總市值
- $1,839 億
- 較 2025 年第 3 季 +$478.6 億 (+35.2%)
- 新進機構
- 459
- 另有 769 家加碼
- 清倉機構
- 125
- 另有 898 家減碼
另有 49 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 115,412 | $1,976 萬 | 0.40% | −15,309−11.7% | 減碼 |
| Baker Ellis Asset Management LLC | 116,472 | $1,994 萬 | 2.40% | −3,940−3.3% | 減碼 |
| Paradiem, LLC | 116,490 | $1,994 萬 | 4.77% | −88,440−43.2% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 116,515 | $1,995 萬 | 0.91% | +116,515 | 新進 |
| Norinchukin Bank, The | 116,660 | $1,997 萬 | 0.23% | +10,585+10.0% | 加碼 |
| Science & Technology Partners, L.P. | 116,800 | $1,999 萬 | 5.59% | +29,100+33.2% | 加碼 |
| TruWealth Advisors, LLC | 116,901 | $2,001 萬 | 0.98% | −545−0.5% | 減碼 |
| Sienna Gestion | 115,820 | $2,003 萬 | 1.22% | −12,840−10.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 117,395 | $2,010 萬 | 0.11% | +15,195+14.9% | 加碼 |
| Investment Management Corp of Ontario | 119,818 | $2,051 萬 | 0.27% | +49,856+71.3% | 加碼 |
| Horizon Investments, LLC | 119,878 | $2,052 萬 | 0.26% | −17,346−12.6% | 減碼 |
| Global X Japan Co., Ltd. | 119,985 | $2,054 萬 | 1.56% | +85,181+244.7% | 加碼 |
| Laffer Tengler Investments | 120,333 | $2,060 萬 | 3.13% | +3,936+3.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 120,731 | $2,067 萬 | 0.07% | −75,918−38.6% | 減碼 |
| HB Wealth Management, LLC | 121,992 | $2,088 萬 | 0.14% | −2,007−1.6% | 減碼 |
| Sanctuary Advisors, LLC | 122,204 | $2,092 萬 | 0.11% | +7,677+6.7% | 加碼 |
| ASR Vermogensbeheer N.V. | 122,532 | $2,097 萬 | 0.24% | +3,373+2.8% | 加碼 |
| Great Lakes Advisors, LLC | 123,636 | $2,116 萬 | 0.17% | +469+0.4% | 加碼 |
| Hancock Whitney Corp | 123,983 | $2,122 萬 | 0.38% | −76−0.1% | 減碼 |
| State of Alaska, Department of Revenue | 124,253 | $2,127 萬 | 0.23% | −11,120−8.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 124,531 | $2,132 萬 | 0.23% | −1,907−1.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 124,580 | $2,133 萬 | 0.55% | +57,737+86.4% | 加碼 |
| Abn Amro Investment Solutions | 124,647 | $2,134 萬 | 0.32% | +84,170+207.9% | 加碼 |
| Ofi Invest Asset Management | 149,564 | $2,197 萬 | 0.31% | +148,202+10,881.2% | 加碼 |
| CWM, LLC | 130,992 | $2,242 萬 | 0.06% | +6,709+5.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 131,690 | $2,254 萬 | 0.32% | +3,082+2.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 132,000 | $2,260 萬 | 0.64% | +132,000 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 132,491 | $2,268 萬 | 0.08% | −27,271−17.1% | 減碼 |
| Motley Fool Asset Management LLC | 133,447 | $2,284 萬 | 0.89% | +29,446+28.3% | 加碼 |
| Tower Bridge Advisors | 133,721 | $2,289 萬 | 2.31% | −3,336−2.4% | 減碼 |
| Mizuho Markets Americas LLC | 134,000 | $2,294 萬 | 0.49% | 00.0% | 不變 |
| Benjamin Edwards Inc | 134,599 | $2,304 萬 | 0.26% | −38,667−22.3% | 減碼 |
| Assetmark, Inc | 134,632 | $2,305 萬 | 0.05% | −149,625−52.6% | 減碼 |
| Summit Street Capital Management, LLC | 135,187 | $2,314 萬 | 3.64% | −69,065−33.8% | 減碼 |
| Woodline Partners LP | 135,723 | $2,323 萬 | 0.09% | −292,915−68.3% | 減碼 |
| Verition Fund Management LLC | 136,300 | $2,333 萬 | 0.13% | −76,035−35.8% | 減碼 |
| Illinois Municipal Retirement Fund | 137,231 | $2,349 萬 | 0.29% | +59,842+77.3% | 加碼 |
| Terry L. Blaker | 137,998 | $2,362 萬 | 0.87% | −1,326−1.0% | 減碼 |
| Hosking Partners LLP | 138,487 | $2,371 萬 | 0.81% | −21,668−13.5% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 140,275 | $2,401 萬 | 0.61% | +140,275 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 141,819 | $2,431 萬 | 0.21% | +51,490+57.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 143,856 | $2,463 萬 | 0.31% | −800−0.6% | 減碼 |
| Cozad Asset Management Inc | 145,177 | $2,485 萬 | 1.93% | −26,828−15.6% | 減碼 |
| Capitolis Liquid Global Markets LLC | 147,798 | $2,530 萬 | 0.15% | +52,798+55.6% | 加碼 |
| Louisiana State Employees Retirement System | 148,200 | $2,537 萬 | 0.44% | −10,500−6.6% | 減碼 |
| Fifth Third Bancorp | 148,615 | $2,544 萬 | 0.08% | −4,838−3.2% | 減碼 |
| Capco Asset Management, LLC | 149,560 | $2,560 萬 | 6.26% | −2,659−1.7% | 減碼 |
| Canada Post Corp Registered Pension Plan | 151,026 | $2,585 萬 | 0.98% | −2,289−1.5% | 減碼 |
| Wealthfront Advisers LLC | 151,372 | $2,591 萬 | 0.06% | +23,240+18.1% | 加碼 |
| Vident Advisory, LLC | 151,646 | $2,596 萬 | 0.24% | +29,231+23.9% | 加碼 |
| Discovery Capital Management, LLC | 151,900 | $2,600 萬 | 1.41% | +151,900 | 新進 |
| Nemes Rush Group LLC | 152,162 | $2,605 萬 | 2.45% | −4,528−2.9% | 減碼 |
| Covington Investment Advisors Inc. | 152,604 | $2,612 萬 | 3.57% | −19,676−11.4% | 減碼 |
| Kestra Advisory Services, LLC | 155,250 | $2,658 萬 | 0.11% | +10,997+7.6% | 加碼 |
| Mutual of America Capital Management LLC | 156,015 | $2,671 萬 | 0.28% | −13,245−7.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 156,451 | $2,676 萬 | 1.01% | +34,906+28.7% | 加碼 |
| Linscomb & Williams, Inc. | 157,698 | $2,699 萬 | 1.13% | −7,958−4.8% | 減碼 |
| Holocene Advisors, LP | 159,324 | $2,727 萬 | 0.06% | −116,884−42.3% | 減碼 |
| GWM Advisors LLC | 159,414 | $2,729 萬 | 0.10% | +24,688+18.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 161,231 | $2,760 萬 | 0.10% | −3,334−2.0% | 減碼 |
| Braun Stacey Associates Inc | 163,347 | $2,796 萬 | 0.91% | −33,311−16.9% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 164,288 | $2,812 萬 | 3.91% | −90−0.1% | 減碼 |
| Advisory Services Network, LLC | 166,304 | $2,847 萬 | 0.40% | −778−0.5% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 166,752 | $2,854 萬 | 1.61% | +155,276+1,353.0% | 加碼 |
| Gradient Investments LLC | 168,110 | $2,878 萬 | 0.46% | −83,483−33.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 168,345 | $2,882 萬 | 0.08% | +15,681+10.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 168,519 | $2,885 萬 | 0.23% | +5,551+3.4% | 加碼 |
| Maplelane Capital, LLC | 170,000 | $2,910 萬 | 1.65% | +78,000+84.8% | 加碼 |
| Baker Avenue Asset Management, LP | 176,975 | $3,029 萬 | 0.70% | −22,912−11.5% | 減碼 |
| Voleon Capital Management LP | 179,600 | $3,074 萬 | 0.66% | −82,819−31.6% | 減碼 |
| Yousif Capital Management, LLC | 140,246 | $3,119 萬 | 0.34% | −7,199−4.9% | 減碼 |
| Ethic Inc. | 183,536 | $3,142 萬 | 0.48% | −215−0.1% | 減碼 |
| Public Sector Pension Investment Board | 185,250 | $3,171 萬 | 0.11% | −617,759−76.9% | 減碼 |
| Profund Advisors LLC | 185,913 | $3,182 萬 | 0.97% | +10,090+5.7% | 加碼 |
| OP Asset Management Ltd | 186,127 | $3,186 萬 | 0.39% | +6,678+3.7% | 加碼 |
| New York Life Investment Management LLC | 186,901 | $3,199 萬 | 0.28% | +1,121+0.6% | 加碼 |
| MUFG Securities EMEA plc | 188,492 | $3,227 萬 | 0.38% | +87,267+86.2% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 190,615 | $3,263 萬 | 2.93% | −19,585−9.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 192,253 | $3,291 萬 | 0.27% | −14,033−6.8% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 150,431 | $3,354 萬 | 1.95% | −37,875−20.1% | 減碼 |
| MML Investors Services, LLC | 197,799 | $3,386 萬 | 0.08% | −2,429−1.2% | 減碼 |
| Kempen Capital Management N.V. | 198,425 | $3,397 萬 | 0.29% | +144,861+270.4% | 加碼 |
| AE Wealth Management LLC | 199,706 | $3,419 萬 | 0.20% | +143,739+256.8% | 加碼 |
| Harbor Island Capital LLC | 200,963 | $3,440 萬 | 13.19% | −29,837−12.9% | 減碼 |
| Raiffeisen Bank International AG | 204,673 | $3,557 萬 | 0.46% | +15,829+8.4% | 加碼 |
| Utah Retirement Systems | 210,036 | $3,595 萬 | 0.34% | −1,167−0.6% | 減碼 |
| Dana Investment Advisors, Inc. | 210,057 | $3,596 萬 | 1.05% | −90,685−30.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 210,534 | $3,604 萬 | 0.31% | +207,469+6,769.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 211,331 | $3,617 萬 | 0.14% | +25,306+13.6% | 加碼 |
| Renaissance Group LLC | 212,782 | $3,642 萬 | 1.46% | +201,680+1,816.6% | 加碼 |
| Kames Capital plc | 214,693 | $3,673 萬 | 0.44% | +57,648+36.7% | 加碼 |
| JustInvest LLC | 215,549 | $3,690 萬 | 0.36% | +9,578+4.7% | 加碼 |
| Steel Peak Wealth Management LLC | 215,827 | $3,700 萬 | 1.22% | +197,066+1,050.4% | 加碼 |
| Huntington National Bank | 216,858 | $3,712 萬 | 0.22% | −10,352−4.6% | 減碼 |
| USS Investment Management Ltd | 218,952 | $3,746 萬 | 0.19% | −9,957−4.3% | 減碼 |
| Coldstream Capital Management Inc | 219,496 | $3,760 萬 | 0.48% | −29,288−11.8% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 219,470 | $3,762 萬 | 1.56% | −15,860−6.7% | 減碼 |
| iA Global Asset Management Inc. | 222,560 | $3,810 萬 | 0.49% | +26,273+13.4% | 加碼 |
| British Columbia Investment Management Corp | 223,767 | $3,830 萬 | 0.20% | +39,715+21.6% | 加碼 |
| UniSuper Management Pty Ltd | 223,983 | $3,834 萬 | 0.23% | −18,072−7.5% | 減碼 |