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 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
- 2,396
- 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 770 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 | 3,143 | $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 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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 2,085 | $35.7 萬 | 0.02% | +284+15.8% | 加碼 |
| Cambria Investment Management, L.P. | 2,088 | $35.7 萬 | 0.02% | +2,088 | 新進 |
| Welch Group, LLC | 2,098 | $35.9 萬 | 0.01% | +140+7.2% | 加碼 |
| Murphy Pohlad Asset Management LLC | 2,105 | $36.0 萬 | 0.14% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 2,106 | $36.1 萬 | 0.02% | +2,106 | 新進 |
| Excalibur Management Corp | 2,107 | $36.1 萬 | 0.13% | −10−0.5% | 減碼 |
| Flatrock Wealth Partners LLC | 2,104 | $36.1 萬 | 0.17% | +2,104 | 新進 |
| Register Financial Advisors LLC | 2,110 | $36.1 萬 | 0.14% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 2,116 | $36.2 萬 | 0.03% | −1,810−46.1% | 減碼 |
| Heritage Wealth Management, Inc. | 2,117 | $36.2 萬 | 0.10% | −4−0.2% | 減碼 |
| Nia Impact Advisors, LLC | 2,118 | $36.3 萬 | 0.12% | +92+4.5% | 加碼 |
| Facet Wealth, Inc. | 1,515 | $36.3 萬 | 0.01% | +1,515 | 新進 |
| Retirement Planning Group, LLC | 2,120 | $36.3 萬 | 0.25% | +2,120 | 新進 |
| FSB Premier Wealth Management, Inc. | 2,135 | $36.5 萬 | 0.12% | +2,135 | 新進 |
| Moody National Bank Trust Division | 2,135 | $36.5 萬 | 0.04% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 2,136 | $36.6 萬 | 0.15% | +76+3.7% | 加碼 |
| Canopy Partners, LLC | 2,149 | $36.8 萬 | 0.12% | +321+17.6% | 加碼 |
| Caliber Wealth Management, LLC | 2,150 | $36.8 萬 | 0.04% | +236+12.3% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,151 | $36.8 萬 | 0.02% | −232−9.7% | 減碼 |
| Stonebrook Private Inc. | 2,151 | $36.8 萬 | 0.08% | +133+6.6% | 加碼 |
| Samalin Investment Counsel, LLC | 2,154 | $36.9 萬 | 0.13% | +10.0% | 加碼 |
| Financial Consulate, Inc | 2,157 | $36.9 萬 | 0.05% | +57+2.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,157 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Voisard Asset Management Group, Inc. | 2,173 | $37.2 萬 | 0.08% | +72+3.4% | 加碼 |
| Fielder Capital Group LLC | 2,187 | $37.4 萬 | 0.08% | −166−7.1% | 減碼 |
| Markin Volterra Fund LP | 2,189 | $37.5 萬 | 2.96% | +2,189 | 新進 |
| XML Financial, LLC | 2,199 | $37.6 萬 | 0.03% | +2,199 | 新進 |
| Saranac Partners Ltd | 2,200 | $37.7 萬 | 0.15% | 00.0% | 不變 |
| Triad Wealth Partners, LLC | 2,212 | $37.9 萬 | 0.04% | −1,430−39.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,210 | $37.9 萬 | 0.12% | −24−1.1% | 減碼 |
| Drucker Wealth 3.0, LLC | 2,215 | $37.9 萬 | 0.07% | +313+16.5% | 加碼 |
| Hoey Investments, Inc | 2,220 | $38.0 萬 | 0.05% | 00.0% | 不變 |
| TMB Capital Partners, LLC | 2,227 | $38.1 萬 | 0.13% | +2,227 | 新進 |
| Walser Wealth Management Company, A Ltd Liability Co | 2,230 | $38.2 萬 | 0.20% | +2,230 | 新進 |
| Headinvest, LLC | 2,230 | $38.2 萬 | 0.08% | −40−1.8% | 減碼 |
| West Bancorporation Inc | 2,246 | $38.4 萬 | 0.20% | −93−4.0% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 2,246 | $38.5 萬 | 0.02% | −173−7.2% | 減碼 |
| SHP Wealth Management | 2,252 | $38.5 萬 | 0.03% | +2,252 | 新進 |
| Larry Mathis Financial Planning, LLC | 2,254 | $38.6 萬 | 0.34% | +2,254 | 新進 |
| Claro Advisors LLC | 2,254 | $38.6 萬 | 0.05% | −6−0.3% | 減碼 |
| Essential Partners LLC | 2,255 | $38.6 萬 | 0.12% | +292+14.9% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 2,270 | $38.9 萬 | 0.21% | 00.0% | 不變 |
| Capstone Capital Management Ltd | 2,273 | $38.9 萬 | 0.37% | +2,273 | 新進 |
| PTM Wealth Management, LLC | 2,000 | $39.0 萬 | 0.22% | 00.0% | 不變 |
| Fragasso Group Inc. | 2,284 | $39.1 萬 | 0.02% | +35+1.6% | 加碼 |
| Foster Group, Inc. | 2,296 | $39.3 萬 | 0.01% | +95+4.3% | 加碼 |
| Carolina Wealth Advisors, LLC | 2,296 | $39.3 萬 | 0.18% | +2,296 | 新進 |
| Leigh Baldwin & Co., LLC | 2,306 | $39.5 萬 | 0.26% | +6+0.3% | 加碼 |
| Matters Capital LLC | 2,310 | $39.5 萬 | 0.32% | +2,310 | 新進 |
| JB Capital LLC | 2,312 | $39.6 萬 | 0.02% | −6−0.3% | 減碼 |
| Stock Yards Bank & Trust Co | 2,321 | $39.7 萬 | 0.01% | −1,590−40.7% | 減碼 |
| IFG Advisory, LLC | 2,321 | $39.7 萬 | 0.02% | −37−1.6% | 減碼 |
| Walkner Condon Financial Advisors LLC | 2,322 | $39.7 萬 | 0.06% | +86+3.8% | 加碼 |
| Xxi Wealth, LLC | 2,323 | $39.8 萬 | 0.24% | +2,323 | 新進 |
| Tilson Financial Group, Inc. | 2,325 | $39.8 萬 | 0.12% | −160−6.4% | 減碼 |
| Altar Rock LLC | 2,325 | $39.9 萬 | 0.48% | +2,325 | 新進 |
| Bensler, LLC | 2,340 | $40.1 萬 | 0.04% | 00.0% | 不變 |
| Stillwater Capital Advisors, LLC | 2,345 | $40.1 萬 | 0.04% | −1,155−33.0% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,345 | $40.2 萬 | 0.12% | +277+13.4% | 加碼 |
| Keystone Wealth Services, LLC | 2,349 | $40.2 萬 | 0.08% | −69−2.9% | 減碼 |
| First Interstate Bank | 2,355 | $40.3 萬 | 0.02% | −12−0.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 2,357 | $40.3 萬 | 0.14% | −294−11.1% | 減碼 |
| MJP Associates Inc | 2,357 | $40.3 萬 | 0.05% | +87+3.8% | 加碼 |
| SMART Wealth LLC | 2,376 | $40.7 萬 | 0.12% | −6,561−73.4% | 減碼 |
| Berger Financial Group, Inc | 2,383 | $40.8 萬 | 0.02% | +3+0.1% | 加碼 |
| Greenup Street Wealth Management LLC | 2,389 | $40.9 萬 | 0.06% | −27,468−92.0% | 減碼 |
| FDx Advisors, Inc. | 2,391 | $40.9 萬 | 0.21% | −117−4.7% | 減碼 |
| Gabelli Funds LLC | 2,390 | $40.9 萬 | 0.00% | −165−6.5% | 減碼 |
| Range Advisory, LLC | 2,391 | $40.9 萬 | 0.11% | +2,391 | 新進 |
| Mitchell Capital Management Co | 2,393 | $41.0 萬 | 0.07% | 00.0% | 不變 |
| Family Management Corp | 2,394 | $41.0 萬 | 0.05% | +555+30.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 2,396 | $41.0 萬 | 0.02% | +107+4.7% | 加碼 |
| Qsemble Capital Management, LP | 2,398 | $41.0 萬 | 0.03% | +2,398 | 新進 |
| Kennicott Capital Management LLC | 2,400 | $41.1 萬 | 0.20% | 00.0% | 不變 |
| Principal Street Partners, LLC | 2,400 | $41.1 萬 | 0.07% | +95+4.1% | 加碼 |
| Medallion Wealth Advisors, LLC | 2,402 | $41.1 萬 | 0.14% | +2,250+1,480.3% | 加碼 |
| HBW Advisory Services LLC | 2,409 | $41.2 萬 | 0.04% | +763+46.4% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 2,413 | $41.3 萬 | 0.01% | −4,810−66.6% | 減碼 |
| CM Wealth Advisors LLC | 2,418 | $41.5 萬 | 0.09% | +718+42.2% | 加碼 |
| Parcion Private Wealth LLC | 2,422 | $41.5 萬 | 0.03% | +399+19.7% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,437 | $41.7 萬 | 0.00% | −256−9.5% | 減碼 |
| Lazari Capital Management, Inc. | 2,438 | $41.7 萬 | 0.14% | +32+1.3% | 加碼 |
| Waterfront Wealth Inc. | 1,896 | $41.7 萬 | 0.08% | +1,896 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 1,808 | $41.8 萬 | 0.06% | −69−3.7% | 減碼 |
| Dynamic Wealth Strategies, LLC | 2,444 | $41.8 萬 | 0.25% | +31+1.3% | 加碼 |
| Allen Capital Group, LLC | 2,458 | $42.1 萬 | 0.04% | +153+6.6% | 加碼 |
| COFG Advisors, LLC | 2,463 | $42.2 萬 | 0.10% | +2,463 | 新進 |
| Paragon Private Wealth Management, LLC | 2,474 | $42.4 萬 | 0.13% | +314+14.5% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,475 | $42.4 萬 | 0.11% | +15+0.6% | 加碼 |
| Riversedge Advisors, LLC | 2,484 | $42.5 萬 | 0.07% | +322+14.9% | 加碼 |
| Northbridge Financial Group, LLC | 2,485 | $42.5 萬 | 0.19% | +2,485 | 新進 |
| KDK Private Wealth Management, LLC | 2,488 | $42.6 萬 | 0.37% | +2,488 | 新進 |
| B&L Asset Management LLC | 2,500 | $42.8 萬 | 0.19% | 00.0% | 不變 |
| Blackhawk Capital Partners LLC. | 2,508 | $42.9 萬 | 0.16% | +778+45.0% | 加碼 |
| Costello Asset Management, INC | 2,510 | $43.0 萬 | 0.14% | −1,250−33.2% | 減碼 |
| Plancorp, LLC | 2,518 | $43.1 萬 | 0.01% | +51+2.1% | 加碼 |
| Prosperity Consulting Group, LLC | 2,518 | $43.1 萬 | 0.02% | +319+14.5% | 加碼 |
| Mosley Wealth Management | 3,024 | $43.1 萬 | 0.20% | +3,024 | 新進 |
| Davis R M Inc | 2,519 | $43.1 萬 | 0.01% | +120+5.0% | 加碼 |
| Ponta Wealth Partners, LLC | 2,529 | $43.3 萬 | 0.40% | +2,529 | 新進 |