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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 16,189 | $315.3 萬 | 0.28% | +62+0.4% | 加碼 |
| Paradigm Asset Management Co LLC | 18,300 | $313.3 萬 | 0.72% | −1,300−6.6% | 減碼 |
| Keating Financial Advisory Services, Inc. | 18,256 | $312.5 萬 | 0.42% | +18,256 | 新進 |
| Passumpsic Savings Bank | 18,237 | $312.2 萬 | 1.71% | +18,237 | 新進 |
| Nomura Asset Management International Inc. | 18,232 | $312.1 萬 | 0.00% | +18,232 | 新進 |
| Sig Brokerage, LP | 18,004 | $308.2 萬 | 1.04% | −4,801−21.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 17,925 | $306.8 萬 | 0.75% | +17,919+298,650.0% | 加碼 |
| AMF Pensionsforsakring AB | 17,916 | $306.7 萬 | 0.02% | 00.0% | 不變 |
| Goldstream Capital Management Ltd | 17,908 | $306.5 萬 | 1.26% | +17,908 | 新進 |
| One Charles Private Wealth Services, LLC | 17,852 | $305.6 萬 | 0.79% | −105−0.6% | 減碼 |
| Encompass Wealth Advisors, LLC | 17,818 | $305.0 萬 | 1.04% | +3,000+20.2% | 加碼 |
| Private Advisory Group LLC | 17,746 | $303.8 萬 | 0.24% | +15,852+837.0% | 加碼 |
| Consolidated Capital Management, LLC | 17,723 | $303.4 萬 | 0.92% | +17,723 | 新進 |
| Commerzbank Aktiengesellschaft | 17,721 | $303.3 萬 | 0.06% | +5,814+48.8% | 加碼 |
| Fedenia Advisers LLC | 17,619 | $301.6 萬 | 1.16% | +3,914+28.6% | 加碼 |
| Ronald Blue Trust, Inc. | 17,556 | $300.5 萬 | 0.03% | −262−1.5% | 減碼 |
| Icon Wealth Advisors, LLC | 17,549 | $300.4 萬 | 0.20% | −2,779−13.7% | 減碼 |
| Vivid Wealth Management, LLC | 17,532 | $300.1 萬 | 1.17% | −4,731−21.3% | 減碼 |
| DGS Capital Management, LLC | 17,447 | $298.7 萬 | 0.51% | +3,232+22.7% | 加碼 |
| Fulton Bank, N.A. | 17,357 | $297.1 萬 | 0.10% | +2,801+19.2% | 加碼 |
| Kane Investment Management, Inc. | 17,168 | $293.9 萬 | 1.43% | +3,253+23.4% | 加碼 |
| Altman Advisors, Inc. | 17,158 | $293.7 萬 | 1.11% | −7,349−30.0% | 減碼 |
| Concord Wealth Partners | 17,075 | $292.3 萬 | 0.38% | +20+0.1% | 加碼 |
| IFP Advisors, Inc | 17,015 | $291.3 萬 | 0.07% | +1,361+8.7% | 加碼 |
| Fort Point Capital Partners LLC | 13,375 | $290.9 萬 | 0.35% | −244−1.8% | 減碼 |
| Mattson Financial Services, LLC | 16,981 | $290.7 萬 | 0.68% | −8,513−33.4% | 減碼 |
| Jefferies Financial Group Inc. | 16,973 | $290.5 萬 | 0.02% | +2,308+15.7% | 加碼 |
| Ibex Wealth Advisors | 16,953 | $290.2 萬 | 0.28% | +40.0% | 加碼 |
| Sloy Dahl & Holst, LLC | 16,930 | $289.8 萬 | 0.35% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 16,900 | $289.3 萬 | 0.21% | −382−2.2% | 減碼 |
| Concord Asset Management, LLC | 16,888 | $289.1 萬 | 0.50% | −366−2.1% | 減碼 |
| Evergreen Capital Management LLC | 16,782 | $287.7 萬 | 0.06% | +4,219+33.6% | 加碼 |
| Marietta Investment Partners LLC | 16,792 | $287.4 萬 | 0.57% | +413+2.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 16,789 | $287.4 萬 | 0.18% | +86+0.5% | 加碼 |
| Lathrop Investment Management Corp | 16,740 | $286.6 萬 | 0.52% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 16,727 | $286.3 萬 | 0.17% | +2,196+15.1% | 加碼 |
| Portfolio Design Labs, LLC | 16,695 | $285.8 萬 | 0.47% | +509+3.1% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,677 | $285.5 萬 | 0.09% | −50−0.3% | 減碼 |
| Citizens Financial Group Inc | 16,647 | $285.0 萬 | 0.04% | −853−4.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,638 | $284.8 萬 | 0.09% | +1,252+8.1% | 加碼 |
| Valeo Financial Advisors, LLC | 16,624 | $284.6 萬 | 0.06% | +703+4.4% | 加碼 |
| Capital Investment Counsel, Inc | 16,589 | $284.0 萬 | 0.33% | −165−1.0% | 減碼 |
| Fiduciary Family Office, LLC | 16,556 | $283.4 萬 | 0.81% | −2,524−13.2% | 減碼 |
| Farmers & Merchants Investments Inc | 16,520 | $282.8 萬 | 0.08% | −130−0.8% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 16,470 | $281.9 萬 | 2.06% | +164+1.0% | 加碼 |
| Engineers Gate Manager LP | 16,427 | $281.2 萬 | 0.03% | −9,707−37.1% | 減碼 |
| 3Chopt Investment Partners, LLC | 16,399 | $281.1 萬 | 0.63% | +3,266+24.9% | 加碼 |
| Monument Capital Management | 16,403 | $280.8 萬 | 0.70% | +14,625+822.6% | 加碼 |
| Oak Grove Capital LLC | 16,400 | $280.7 萬 | 0.56% | −1,900−10.4% | 減碼 |
| Arista Wealth Management, LLC | 16,394 | $280.6 萬 | 0.35% | −2,311−12.4% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 16,326 | $279.5 萬 | 0.13% | −20,982−56.2% | 減碼 |
| Johnson Investment Counsel Inc | 16,257 | $278.3 萬 | 0.02% | −2,570−13.7% | 減碼 |
| First Commonwealth Financial Corp | 16,248 | $278.1 萬 | 0.46% | +620+4.0% | 加碼 |
| Capstone Wealth Management Group LLC | 16,223 | $277.7 萬 | 1.68% | −190−1.2% | 減碼 |
| Pensionmark Financial Group, LLC | 16,208 | $277.4 萬 | 0.05% | +4,086+33.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 16,170 | $276.8 萬 | 0.21% | −40−0.2% | 減碼 |
| Middleton & Co Inc | 16,156 | $276.6 萬 | 0.29% | −75−0.5% | 減碼 |
| Gould Capital, LLC | 16,146 | $276.4 萬 | 1.70% | −710−4.2% | 減碼 |
| FORA Capital, LLC | 14,305 | $275.9 萬 | 0.33% | +8,975+168.4% | 加碼 |
| Tealwood Asset Management Inc | 16,087 | $275.4 萬 | 1.24% | −473−2.9% | 減碼 |
| Goelzer Investment Management, Inc. | 16,064 | $275.0 萬 | 0.13% | +100+0.6% | 加碼 |
| Meridian Wealth Management, LLC | 16,061 | $274.9 萬 | 0.10% | +3,651+29.4% | 加碼 |
| Milestone Asset Management, LLC | 16,046 | $274.7 萬 | 0.52% | +16,046 | 新進 |
| Glen Eagle Advisors, LLC | 16,037 | $274.5 萬 | 0.37% | +438+2.8% | 加碼 |
| Wincap Financial LLC | 16,017 | $274.2 萬 | 1.88% | −292−1.8% | 減碼 |
| Triangle Securities Wealth Management | 15,897 | $272.1 萬 | 0.57% | −1,555−8.9% | 減碼 |
| Smithfield Trust Co | 15,890 | $271.8 萬 | 0.12% | −286−1.8% | 減碼 |
| Stokes Family Office, LLC | 15,806 | $270.6 萬 | 0.25% | −4,046−20.4% | 減碼 |
| Cornercap Investment Counsel Inc | 15,778 | $270.1 萬 | 1.33% | −216−1.4% | 減碼 |
| Belpointe Asset Management LLC | 15,717 | $269.0 萬 | 0.10% | −2,179−12.2% | 減碼 |
| Atomi Financial Group, Inc. | 15,624 | $267.4 萬 | 0.08% | +973+6.6% | 加碼 |
| MBM Wealth Consultants, LLC | 15,574 | $266.6 萬 | 0.63% | −456−2.8% | 減碼 |
| Perennial Advisors, LLC | 15,535 | $265.9 萬 | 0.45% | −4,190−21.2% | 減碼 |
| Verdad Advisers, LP | 15,471 | $264.8 萬 | 3.03% | +15,471 | 新進 |
| Sherman Porfolios, LLC | 15,467 | $264.8 萬 | 0.18% | +13,698+774.3% | 加碼 |
| Trust Co of Oklahoma | 15,427 | $264.1 萬 | 0.77% | 00.0% | 不變 |
| Foyston, Gordon, & Payne Inc | 15,406 | $263.7 萬 | 0.57% | −17,445−53.1% | 減碼 |
| AlphaCore Capital LLC | 15,380 | $263.7 萬 | 0.06% | +1,830+13.5% | 加碼 |
| Donoghue Forlines LLC | 15,396 | $263.5 萬 | 0.81% | −4,871−24.0% | 減碼 |
| Resources Investment Advisors, LLC. | 15,249 | $261.0 萬 | 0.03% | +2,983+24.3% | 加碼 |
| Wealth Alliance | 15,209 | $260.4 萬 | 0.25% | −10.0% | 減碼 |
| KPP Advisory Services LLC | 15,209 | $260.3 萬 | 0.38% | −40−0.3% | 減碼 |
| Frec Markets, Inc. | 15,206 | $260.3 萬 | 0.76% | +15,206 | 新進 |
| Oppenheimer Asset Management Inc. | 15,194 | $260.1 萬 | 0.03% | −462−3.0% | 減碼 |
| PCM Encore, LLC | 15,057 | $257.7 萬 | 0.55% | +15,057 | 新進 |
| KLCM Advisors, Inc. | 15,017 | $257.1 萬 | 0.22% | −80−0.5% | 減碼 |
| Snowden Capital Advisors LLC | 14,982 | $256.8 萬 | 0.07% | +18+0.1% | 加碼 |
| Cohen Klingenstein LLC | 15,000 | $256.8 萬 | 0.08% | 00.0% | 不變 |
| Coastwise Capital Group, LLC | 15,000 | $256.8 萬 | 1.28% | +15,000 | 新進 |
| Highland Capital Management, LLC | 14,936 | $255.7 萬 | 0.13% | +12,706+569.8% | 加碼 |
| Cypress Capital, LLC | 14,896 | $255.0 萬 | 0.71% | +72+0.5% | 加碼 |
| Parkway Wealth Management Group, LLC | 14,824 | $253.8 萬 | 0.34% | +14,824 | 新進 |
| Meiji Yasuda Life Insurance Co | 14,820 | $253.7 萬 | 0.07% | −2,828−16.0% | 減碼 |
| Alps Advisors Inc | 14,805 | $253.4 萬 | 0.01% | −1,730−10.5% | 減碼 |
| Fidelis Capital Partners, LLC | 14,780 | $253.0 萬 | 0.18% | +577+4.1% | 加碼 |
| Guyasuta Investment Advisors Inc | 14,762 | $252.7 萬 | 0.14% | +12,667+604.6% | 加碼 |
| Gold Investment Management Ltd. | 14,736 | $252.3 萬 | 0.81% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 14,632 | $250.9 萬 | 2.31% | +14,632 | 新進 |
| National Wealth Management Group, LLC | 14,545 | $249.0 萬 | 0.86% | −5,546−27.6% | 減碼 |
| Mutual Advisors, LLC | 14,495 | $248.1 萬 | 0.05% | +2,994+26.0% | 加碼 |