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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 14,475 | $247.8 萬 | 1.43% | +14,475 | 新進 |
| Trust Asset Management LLC | 14,328 | $245.3 萬 | 0.17% | −544−3.7% | 減碼 |
| Reflection Asset Management | 14,302 | $244.8 萬 | 1.74% | +14,302 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,146 | $242.2 萬 | 0.14% | +1,510+11.9% | 加碼 |
| Dark Forest Capital Management LP | 14,101 | $241.4 萬 | 0.11% | −63,701−81.9% | 減碼 |
| Dara Capital US, Inc. | 14,063 | $240.7 萬 | 2.13% | +14,063 | 新進 |
| Accent Capital Management, LLC | 14,033 | $240.6 萬 | 1.03% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 14,023 | $240.3 萬 | 0.12% | +3,185+29.4% | 加碼 |
| LGT Group Foundation | 13,783 | $239.5 萬 | 0.03% | +13,783 | 新進 |
| Security National Bank of Sioux City Iowa | 13,981 | $239.3 萬 | 1.54% | −135−1.0% | 減碼 |
| Venturi Wealth Management, LLC | 13,975 | $239.2 萬 | 0.11% | +171+1.2% | 加碼 |
| Checchi Capital Advisers, LLC | 13,890 | $237.8 萬 | 0.16% | −527−3.7% | 減碼 |
| Inscription Capital, LLC | 13,861 | $237.3 萬 | 0.24% | −90−0.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 13,786 | $236.0 萬 | 0.04% | +863+6.7% | 加碼 |
| NVWM, LLC | 13,781 | $235.9 萬 | 0.51% | −286−2.0% | 減碼 |
| Archford Capital Strategies, LLC | 13,761 | $235.6 萬 | 0.27% | +686+5.2% | 加碼 |
| Lighthouse Financial Services Inc | 13,726 | $235.0 萬 | 0.54% | +13,726 | 新進 |
| Argonautica Private Wealth Management, Inc | 13,638 | $233.5 萬 | 0.69% | −645−4.5% | 減碼 |
| McLaughlin Asset Management, Inc. | 13,524 | $231.5 萬 | 2.07% | +13,524 | 新進 |
| McDaniel Terry & Co | 13,500 | $231.1 萬 | 0.20% | 00.0% | 不變 |
| Natixis | 13,497 | $231.0 萬 | 0.01% | −165,771−92.5% | 減碼 |
| CenterBook Partners LP | 13,484 | $230.8 萬 | 0.11% | −4,165−23.6% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 13,410 | $229.6 萬 | 0.44% | −460−3.3% | 減碼 |
| TCG Advisory Services, LLC | 13,370 | $228.9 萬 | 0.06% | +1,048+8.5% | 加碼 |
| Oakworth Capital, Inc. | 13,310 | $227.8 萬 | 0.12% | 00.0% | 不變 |
| RMB Capital Management, LLC | 13,170 | $225.8 萬 | 0.04% | +5,851+79.9% | 加碼 |
| Exit Wealth Advisors, LLC. | 13,176 | $225.5 萬 | 1.33% | +13,176 | 新進 |
| Alta Wealth Advisors LLC | 13,163 | $225.3 萬 | 0.75% | +97+0.7% | 加碼 |
| Night Squared LP | 13,096 | $224.2 萬 | 0.63% | −10,840−45.3% | 減碼 |
| Choate Investment Advisors | 13,047 | $223.3 萬 | 0.04% | +308+2.4% | 加碼 |
| AtlasMark Financial, Inc | 13,000 | $222.5 萬 | 1.44% | 00.0% | 不變 |
| Mirador Capital Partners LP | 12,940 | $221.5 萬 | 0.30% | −3,900−23.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 12,838 | $220.1 萬 | 0.11% | +2,907+29.3% | 加碼 |
| Tounjian Advisory Partners, LLC | 12,848 | $219.9 萬 | 0.74% | +12,848 | 新進 |
| RiverFront Investment Group, LLC | 12,816 | $219.4 萬 | 0.04% | +1,162+10.0% | 加碼 |
| Myriad Asset Management Advisors LLC | 12,760 | $218.4 萬 | 0.67% | +12,760 | 新進 |
| Hollencrest Capital Management | 12,747 | $218.2 萬 | 0.08% | +8,869+228.7% | 加碼 |
| Regal Investment Advisors LLC | 12,647 | $216.5 萬 | 0.13% | −663−5.0% | 減碼 |
| Integrated Advisors Network LLC | 12,590 | $215.5 萬 | 0.10% | −8,086−39.1% | 減碼 |
| Portus Wealth Advisors, LLC | 12,526 | $214.4 萬 | 2.02% | +143+1.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 12,425 | $212.7 萬 | 0.01% | −1,735−12.3% | 減碼 |
| denkapparat Operations GmbH | 12,346 | $211.3 萬 | 1.15% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 12,292 | $210.4 萬 | 0.11% | −622−4.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 12,287 | $210.3 萬 | 0.03% | +6,957+130.5% | 加碼 |
| Davis Selected Advisers | 12,280 | $210.2 萬 | 0.01% | 00.0% | 不變 |
| Henson-Edgewater Management, LLC | 12,269 | $210.0 萬 | 1.24% | +12,269 | 新進 |
| Great Valley Advisor Group, Inc. | 12,260 | $209.8 萬 | 0.04% | +88+0.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 12,258 | $209.8 萬 | 0.57% | −6,323−34.0% | 減碼 |
| Virtus ETF Advisers LLC | 12,255 | $209.8 萬 | 0.99% | −2,024−14.2% | 減碼 |
| Kestra Investment Management, LLC | 12,252 | $209.7 萬 | 0.05% | +804+7.0% | 加碼 |
| Abundance Wealth Counselors | 12,198 | $208.8 萬 | 0.35% | −513−4.0% | 減碼 |
| Cigna Investments Inc | 12,156 | $208.1 萬 | 0.30% | −289−2.3% | 減碼 |
| Advyzon Investment Management, LLC | 12,136 | $207.7 萬 | 0.24% | +531+4.6% | 加碼 |
| Huntleigh Advisors, Inc. | 12,135 | $207.7 萬 | 0.35% | +735+6.4% | 加碼 |
| LOM Asset Management Ltd | 12,127 | $207.6 萬 | 0.60% | −474−3.8% | 減碼 |
| Joel Isaacson & Co., LLC | 12,071 | $206.6 萬 | 0.07% | 00.0% | 不變 |
| SG Trading Solutions, LLC | 12,049 | $206.3 萬 | 0.48% | +12,049 | 新進 |
| Boxwood Ventures, Inc. | 11,990 | $205.6 萬 | 2.07% | 00.0% | 不變 |
| American State Bank (Iowa) | 12,000 | $205.4 萬 | 0.99% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 11,989 | $205.2 萬 | 0.01% | +643+5.7% | 加碼 |
| Grimes & Company, Inc. | 11,976 | $205.0 萬 | 0.05% | +2,620+28.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,677 | $203.9 萬 | 0.05% | +11,098+88.2% | 加碼 |
| Lake Street Financial LLC | 11,869 | $203.2 萬 | 0.25% | −1,359−10.3% | 減碼 |
| KCM Investment Advisors LLC | 11,864 | $203.1 萬 | 0.07% | +918+8.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 11,800 | $202.2 萬 | 0.02% | −1,810−13.3% | 減碼 |
| Orrstown Financial Services Inc | 11,794 | $201.9 萬 | 0.34% | −932−7.3% | 減碼 |
| Main Management ETF Advisors, LLC | 11,745 | $201.1 萬 | 0.07% | +120+1.0% | 加碼 |
| Avantax Planning Partners, Inc. | 11,738 | $200.9 萬 | 0.06% | −75−0.6% | 減碼 |
| Harrell Investment Partners, LLC | 11,660 | $199.6 萬 | 0.47% | 00.0% | 不變 |
| BSW Wealth Partners | 11,620 | $198.9 萬 | 0.24% | −201−1.7% | 減碼 |
| Clarius Group, LLC | 11,571 | $198.1 萬 | 0.11% | −11−0.1% | 減碼 |
| Capital Performance Advisors LLP | 11,559 | $197.9 萬 | 0.14% | +564+5.1% | 加碼 |
| Private Trust Co NA | 11,551 | $197.7 萬 | 0.17% | +3,230+38.8% | 加碼 |
| Nicholas Investment Partners, LP | 11,544 | $197.6 萬 | 0.14% | +1,440+14.3% | 加碼 |
| Worth Asset Management, LLC | 11,536 | $197.5 萬 | 0.84% | −234−2.0% | 減碼 |
| Alpha Family Trust | 11,500 | $196.9 萬 | 0.90% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 11,480 | $196.5 萬 | 0.11% | +5,705+98.8% | 加碼 |
| Greater Midwest Financial Group, LLC | 11,432 | $195.7 萬 | 1.09% | −2,629−18.7% | 減碼 |
| Kirtland Hills Capital Management, LLC | 11,417 | $195.4 萬 | 0.69% | +48+0.4% | 加碼 |
| Verdence Capital Advisors LLC | 11,412 | $195.4 萬 | 0.12% | +337+3.0% | 加碼 |
| Willner & Heller, LLC | 11,406 | $195.3 萬 | 1.40% | −1,381−10.8% | 減碼 |
| Segment Wealth Management, LLC | 11,373 | $194.7 萬 | 0.11% | +30.0% | 加碼 |
| Pathway Financial Advisers, LLC | 11,368 | $194.6 萬 | 0.56% | −24−0.2% | 減碼 |
| Florida Financial Advisors, LLC | 11,376 | $194.5 萬 | 0.53% | +7,674+207.3% | 加碼 |
| Allianz SE | 11,339 | $194.1 萬 | 0.02% | −1,433−11.2% | 減碼 |
| Cache Advisors, LLC | 11,250 | $192.6 萬 | 0.24% | +460+4.3% | 加碼 |
| Elevated Private Wealth, LLC | 11,215 | $192.0 萬 | 2.00% | +11,215 | 新進 |
| Sovran Advisors, LLC | 8,805 | $191.5 萬 | 0.16% | +5,798+192.8% | 加碼 |
| Burns J W & Co Inc | 11,180 | $191.4 萬 | 0.21% | 00.0% | 不變 |
| Ark Wealth Advisors LLC | 11,165 | $191.1 萬 | 2.06% | +11,165 | 新進 |
| Dorsey & Whitney Trust CO LLC | 11,147 | $190.8 萬 | 0.10% | +441+4.1% | 加碼 |
| Katamaran Capital LLP | 11,124 | $190.4 萬 | 1.44% | −17,682−61.4% | 減碼 |
| Alpine Woods Capital Investors, LLC | 11,117 | $190.3 萬 | 0.45% | −6,388−36.5% | 減碼 |
| Wright Investors Service Inc | 11,115 | $190.3 萬 | 0.57% | −2,674−19.4% | 減碼 |
| Prudent Man Advisors, LLC | 11,113 | $190.2 萬 | 0.69% | −2,634−19.2% | 減碼 |
| Keystone Financial Group | 11,050 | $189.2 萬 | 0.14% | +5,000+82.6% | 加碼 |
| Global Financial Private Client, LLC | 11,037 | $188.9 萬 | 0.66% | +52+0.5% | 加碼 |
| Everhart Financial Group, Inc. | 11,026 | $188.7 萬 | 0.17% | +2,036+22.6% | 加碼 |
| Applied Finance Capital Management, LLC | 11,005 | $188.4 萬 | 0.13% | −4,017−26.7% | 減碼 |
| Paloma Partners Management Co | 11,000 | $188.3 萬 | 0.65% | +11,000 | 新進 |