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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,134 | $53.7 萬 | 0.20% | −10−0.3% | 減碼 |
| TrustBank | 3,135 | $53.7 萬 | 0.22% | +3,135 | 新進 |
| Stonehaven Wealth & Tax Solutions, LLC | 3,148 | $53.9 萬 | 0.48% | +704+28.8% | 加碼 |
| Waddell & Associates, LLC | 3,149 | $53.9 萬 | 0.04% | +763+32.0% | 加碼 |
| Atala Financial Inc | 3,177 | $54.4 萬 | 0.35% | 00.0% | 不變 |
| Everpar Advisors LLC | 3,188 | $54.6 萬 | 0.20% | +1,388+77.1% | 加碼 |
| Prota Financial, LLC | 3,189 | $54.6 萬 | 0.39% | +3,189 | 新進 |
| Simmons Bank | 3,190 | $54.6 萬 | 0.04% | 00.0% | 不變 |
| Pictet & Cie (Europe) SA | 3,190 | $54.6 萬 | 0.01% | −784−19.7% | 減碼 |
| Petros Family Wealth, LLC | 3,191 | $54.6 萬 | 0.36% | −1,174−26.9% | 減碼 |
| Tactive Advisors, LLC | 3,197 | $54.7 萬 | 0.16% | −143−4.3% | 減碼 |
| Apella Capital, LLC | 3,198 | $54.7 萬 | 0.01% | +21+0.7% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,390 | $54.8 萬 | 0.27% | −33−1.4% | 減碼 |
| Sentry Investment Management LLC | 3,204 | $54.8 萬 | 0.36% | 00.0% | 不變 |
| Five Oceans Advisors | 3,209 | $54.9 萬 | 0.19% | +14+0.4% | 加碼 |
| KG&L Capital Management,LLC | 3,212 | $55.0 萬 | 0.14% | −16,340−83.6% | 減碼 |
| Advus Financial Partners, LLC | 3,227 | $55.2 萬 | 0.13% | +568+21.4% | 加碼 |
| Aviso Financial Inc. | 3,228 | $55.3 萬 | 0.02% | +3,228 | 新進 |
| Lester Murray Antman dba SimplyRich | 3,240 | $55.4 萬 | 0.14% | 00.0% | 不變 |
| Strategies Wealth Advisors, LLC | 3,242 | $55.5 萬 | 0.06% | +27+0.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,250 | $55.6 萬 | 0.13% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 3,261 | $55.8 萬 | 0.02% | −279−7.9% | 減碼 |
| Cambient Family Office, LLC | 3,265 | $56.0 萬 | 0.08% | +3,265 | 新進 |
| Fiduciary Financial Group, LLC | 3,270 | $56.0 萬 | 0.08% | −450−12.1% | 減碼 |
| BankChampaign, National Association | 3,272 | $56.0 萬 | 0.55% | +3,272 | 新進 |
| Driehaus Capital Management LLC | 3,277 | $56.1 萬 | 0.00% | −42,386−92.8% | 減碼 |
| Integral Investment Advisors, Inc. | 3,278 | $56.1 萬 | 0.14% | +1,603+95.7% | 加碼 |
| Menard Financial Group LLC | 3,290 | $56.3 萬 | 0.39% | −98−2.9% | 減碼 |
| Regent Peak Wealth Advisors LLC | 3,294 | $56.4 萬 | 0.11% | +165+5.3% | 加碼 |
| Bradley Foster & Sargent Inc | 3,300 | $56.5 萬 | 0.01% | −180−5.2% | 減碼 |
| Poehling Capital Management, LLC | 3,300 | $56.5 萬 | 0.12% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 3,299 | $56.6 萬 | 0.04% | +110+3.4% | 加碼 |
| MTM Investment Management, LLC | 3,305 | $56.6 萬 | 0.18% | +186+6.0% | 加碼 |
| Whelan Financial | 3,313 | $56.7 萬 | 0.18% | +128+4.0% | 加碼 |
| OneAscent Financial Services LLC | 3,320 | $56.8 萬 | 0.05% | −2,516−43.1% | 減碼 |
| Harbour Investments, Inc. | 3,320 | $56.8 萬 | 0.01% | −47−1.4% | 減碼 |
| Fiduciary Wealth Partners, LLC | 3,322 | $56.9 萬 | 0.23% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 3,370 | $57.7 萬 | 0.08% | 00.0% | 不變 |
| SNS Financial Group, LLC | 3,369 | $57.8 萬 | 0.05% | −38−1.1% | 減碼 |
| Leo Wealth, LLC | 3,382 | $57.9 萬 | 0.04% | +310+10.1% | 加碼 |
| Northstar Group, Inc. | 3,400 | $58.2 萬 | 0.08% | 00.0% | 不變 |
| Rockland Trust Co | 3,400 | $58.2 萬 | 0.02% | +760+28.8% | 加碼 |
| Ewa, LLC | 3,407 | $58.3 萬 | 0.14% | +309+10.0% | 加碼 |
| Ninepoint Partners LP | 3,418 | $58.5 萬 | 0.07% | +3,418 | 新進 |
| McAdam, LLC | 3,420 | $58.5 萬 | 0.03% | +501+17.2% | 加碼 |
| CFM Wealth Partners LLC | 3,426 | $58.6 萬 | 0.08% | 00.0% | 不變 |
| Blue Water Asset Management | 3,459 | $59.2 萬 | 0.21% | +3,459 | 新進 |
| Thrive Wealth Management, LLC | 3,463 | $59.3 萬 | 0.09% | −35−1.0% | 減碼 |
| Powell Investment Advisors, LLC | 3,460 | $59.3 萬 | 0.20% | 00.0% | 不變 |
| Darden Wealth Group Inc | 3,470 | $59.4 萬 | 0.29% | −50−1.4% | 減碼 |
| Signal Advisors Wealth, LLC | 3,486 | $59.7 萬 | 0.05% | +1,870+115.7% | 加碼 |
| Dutch Asset Corp | 3,490 | $59.8 萬 | 0.46% | +3,490 | 新進 |
| Garrett Wealth Advisory Group, LLC | 3,494 | $59.8 萬 | 0.11% | 00.0% | 不變 |
| Stone Wealth Partners | 3,521 | $60.4 萬 | 0.54% | +3,521 | 新進 |
| Brookwood Investment Group LLC | 3,536 | $60.5 萬 | 0.07% | +1,090+44.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,538 | $60.6 萬 | 0.03% | +1,501+73.7% | 加碼 |
| Consilium Wealth Advisory, LLC | 3,540 | $60.6 萬 | 0.22% | 00.0% | 不變 |
| One Degree Advisors Inc | 3,548 | $60.7 萬 | 0.17% | +3,548 | 新進 |
| MONECO Advisors, LLC | 3,546 | $60.7 萬 | 0.05% | −68−1.9% | 減碼 |
| CLG LLC | 3,547 | $60.7 萬 | 0.15% | 00.0% | 不變 |
| Brucke Financial, Inc. | 3,553 | $60.8 萬 | 0.33% | +270+8.2% | 加碼 |
| Murphy & Mullick Capital Management Corp | 3,560 | $60.9 萬 | 0.44% | +350+10.9% | 加碼 |
| Blue Capital, Inc. | 3,571 | $61.1 萬 | 0.44% | +3,571 | 新進 |
| Vivaldi Capital Management, LLC | 3,572 | $61.1 萬 | 0.08% | −203−5.4% | 減碼 |
| Hudock, Inc. | 3,572 | $61.2 萬 | 0.09% | −65−1.8% | 減碼 |
| Magnetar Financial LLC | 3,575 | $61.2 萬 | 0.01% | −2,420−40.4% | 減碼 |
| Destination Wealth Management | 3,575 | $61.2 萬 | 0.02% | −317−8.1% | 減碼 |
| Evermay Wealth Management LLC | 3,574 | $61.2 萬 | 0.07% | −58−1.6% | 減碼 |
| Zhang Financial LLC | 3,579 | $61.3 萬 | 0.02% | −158−4.2% | 減碼 |
| Verus Capital Partners, LLC | 3,587 | $61.4 萬 | 0.04% | +931+35.1% | 加碼 |
| Wesbanco Bank Inc | 3,622 | $62.0 萬 | 0.02% | −10−0.3% | 減碼 |
| CFS Investment Advisory Services, LLC | 3,624 | $62.0 萬 | 0.05% | −197−5.2% | 減碼 |
| Silver Oak Securities, Inc | 3,573 | $62.1 萬 | 0.04% | −71−1.9% | 減碼 |
| Prasad Wealth Partners, LLC | 3,636 | $62.2 萬 | 0.17% | +166+4.8% | 加碼 |
| Kendall Capital Management | 3,645 | $62.4 萬 | 0.13% | −125−3.3% | 減碼 |
| Focused Alpha, LLC | 3,656 | $62.6 萬 | 0.18% | +3,656 | 新進 |
| Terra Nova Asset Management LLC | 3,663 | $62.7 萬 | 0.41% | +572+18.5% | 加碼 |
| Eagle Wealth Advisors LLC | 3,660 | $62.7 萬 | 0.53% | +3,660 | 新進 |
| Onefund, LLC | 3,706 | $63.4 萬 | 0.38% | +216+6.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,710 | $63.5 萬 | 0.06% | +35+1.0% | 加碼 |
| CFO4Life Group, LLC | 3,728 | $63.8 萬 | 0.09% | +1,440+62.9% | 加碼 |
| Franklin Street Advisors Inc | 3,730 | $63.9 萬 | 0.04% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 3,758 | $64.3 萬 | 0.04% | −650−14.7% | 減碼 |
| LVZ Advisors, Inc. | 3,768 | $64.5 萬 | 0.07% | +3,768 | 新進 |
| Fiduciary Alliance LLC | 3,775 | $64.6 萬 | 0.04% | +137+3.8% | 加碼 |
| Rydar Equities, Inc. | 3,777 | $64.6 萬 | 0.50% | +7+0.2% | 加碼 |
| Clear Street Markets LLC | 3,779 | $64.7 萬 | 0.12% | +3,368+819.5% | 加碼 |
| Quadrant Private Wealth Management, LLC | 3,779 | $64.8 萬 | 0.11% | +182+5.1% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,802 | $65.1 萬 | 0.22% | −84−2.2% | 減碼 |
| Excelsior Advisor Network LLC | 3,803 | $65.1 萬 | 0.32% | +3,803 | 新進 |
| Congress Asset Management Co | 3,803 | $65.1 萬 | 0.00% | +7+0.2% | 加碼 |
| Axim Planning & Wealth | 3,806 | $65.2 萬 | 0.69% | +3,806 | 新進 |
| Wealthquest Corp | 3,836 | $65.7 萬 | 0.05% | +3,836 | 新進 |
| WealthBridge Capital Management, LLC | 3,844 | $65.8 萬 | 0.15% | 00.0% | 不變 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,856 | $66.0 萬 | 0.14% | +3,856 | 新進 |
| Advisor OS, LLC | 3,860 | $66.1 萬 | 0.05% | −145−3.6% | 減碼 |
| Williams & Novak, LLC | 3,863 | $66.1 萬 | 0.50% | +113+3.0% | 加碼 |
| Falcon Wealth Planning | 3,864 | $66.1 萬 | 0.06% | −44−1.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,865 | $66.2 萬 | 0.04% | −426−9.9% | 減碼 |
| BridgePort Financial Solutions, LLC | 3,869 | $66.2 萬 | 0.18% | +1,223+46.2% | 加碼 |