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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 10,914 | $186.8 萬 | 0.43% | −2,586−19.2% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,904 | $186.7 萬 | 0.04% | +310+2.9% | 加碼 |
| Aspire Private Capital, LLC | 10,792 | $184.7 萬 | 0.41% | −5,850−35.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 10,657 | $182.4 萬 | 0.41% | +2,604+32.3% | 加碼 |
| XTX Topco Ltd | 10,651 | $182.3 萬 | 0.05% | −1,615−13.2% | 減碼 |
| Global Trust Asset Management, LLC | 10,642 | $182.2 萬 | 0.72% | +3,378+46.5% | 加碼 |
| USA Financial Portformulas Corp | 10,539 | $180.4 萬 | 0.33% | +10,539 | 新進 |
| Avestar Capital, LLC | 10,489 | $179.7 萬 | 0.12% | +657+6.7% | 加碼 |
| Hilton Head Capital Partners, LLC | 10,493 | $179.6 萬 | 1.05% | +10,493 | 新進 |
| Sunbelt Securities, Inc. | 10,452 | $178.9 萬 | 0.12% | −2,515−19.4% | 減碼 |
| StoneX Group Inc. | 10,318 | $178.8 萬 | 0.08% | −864−7.7% | 減碼 |
| Limestone Investment Advisors LP | 10,417 | $178.3 萬 | 1.21% | +10,417 | 新進 |
| Security National Bank of So Dak | 10,385 | $177.8 萬 | 0.88% | −80−0.8% | 減碼 |
| Alpha Cubed Investments, LLC | 10,356 | $177.3 萬 | 0.06% | +444+4.5% | 加碼 |
| RAM Investment Partners, LLC | 10,330 | $176.8 萬 | 0.32% | −712−6.4% | 減碼 |
| Centaurus Financial, Inc. | 10,298 | $176.3 萬 | 0.08% | −1,632−13.7% | 減碼 |
| IPG Investment Advisors LLC | 10,260 | $175.7 萬 | 0.31% | +8,060+366.4% | 加碼 |
| Busey Wealth Management | 10,239 | $175.3 萬 | 0.05% | +464+4.7% | 加碼 |
| SBI Securities Co., Ltd. | 10,199 | $174.6 萬 | 0.04% | +852+9.1% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 10,105 | $173.0 萬 | 1.50% | −69−0.7% | 減碼 |
| Bannerstone Capital Management, LLC | 10,077 | $172.5 萬 | 1.65% | +10,077 | 新進 |
| WD Rutherford LLC | 10,063 | $172.3 萬 | 0.72% | +1,747+21.0% | 加碼 |
| TritonPoint Partners, LLC | 10,015 | $171.6 萬 | 0.92% | +10,015 | 新進 |
| Central Pacific Bank - Trust Division | 9,979 | $170.8 萬 | 0.21% | −119−1.2% | 減碼 |
| Grant Private Wealth Management Inc | 9,940 | $170.2 萬 | 1.03% | −170−1.7% | 減碼 |
| McDonald Partners LLC | 9,900 | $169.5 萬 | 0.53% | −55−0.6% | 減碼 |
| GoalVest Advisory LLC | 9,900 | $169.5 萬 | 0.32% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 9,750 | $166.9 萬 | 0.29% | −3,670−27.3% | 減碼 |
| Elyxium Wealth, LLC | 9,746 | $166.8 萬 | 0.46% | +156+1.6% | 加碼 |
| Cim Investment Mangement Inc | 9,715 | $166.3 萬 | 0.44% | 00.0% | 不變 |
| Ballast Rock Private Wealth LLC | 9,679 | $165.9 萬 | 1.04% | +9,679 | 新進 |
| Keel Point, LLC | 9,649 | $165.2 萬 | 0.10% | +1,056+12.3% | 加碼 |
| CNB Bank | 9,600 | $164.3 萬 | 0.67% | −506−5.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 9,497 | $162.6 萬 | 1.38% | −15,216−61.6% | 減碼 |
| Rare Wolf Capital LLC | 9,460 | $161.9 萬 | 1.01% | +9,460 | 新進 |
| SC&H Financial Advisors, Inc. | 9,435 | $161.5 萬 | 0.25% | +30.0% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,424 | $161.3 萬 | 0.03% | +2,674+39.6% | 加碼 |
| Loomis Sayles & Co L P | 9,406 | $161.0 萬 | 0.00% | +8,986+2,139.5% | 加碼 |
| Systematic Financial Management LP | 9,300 | $159.2 萬 | 0.04% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 9,265 | $158.6 萬 | 0.25% | −495−5.1% | 減碼 |
| Chilton Investment Co LLC | 9,220 | $157.8 萬 | 0.03% | 00.0% | 不變 |
| Seek First Inc. | 9,201 | $157.5 萬 | 1.09% | −165−1.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 9,181 | $157.2 萬 | 0.52% | −284−3.0% | 減碼 |
| Strathmore Capital Advisors, Inc. | 9,168 | $156.9 萬 | 0.51% | −314−3.3% | 減碼 |
| Savvy Advisors, Inc. | 9,119 | $156.1 萬 | 0.05% | +2,244+32.6% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $156.0 萬 | 0.18% | 00.0% | 不變 |
| Laraway Financial Inc | 9,100 | $155.8 萬 | 1.01% | −100−1.1% | 減碼 |
| Truvestments Capital LLC | 9,084 | $155.5 萬 | 0.28% | +515+6.0% | 加碼 |
| New Age Alpha Advisors, LLC | 9,051 | $154.9 萬 | 0.07% | −35,321−79.6% | 減碼 |
| Parisi Gray Wealth Management | 8,908 | $152.5 萬 | 0.35% | +13+0.1% | 加碼 |
| Legacy Capital Group California, Inc. | 8,896 | $152.3 萬 | 0.37% | −1,814−16.9% | 減碼 |
| State of Wyoming | 8,896 | $152.3 萬 | 0.17% | −465−5.0% | 減碼 |
| Rehmann Capital Advisory Group | 8,887 | $152.1 萬 | 0.08% | +97+1.1% | 加碼 |
| Custom Index Systems, LLC | 8,886 | $152.1 萬 | 0.67% | −4,448−33.4% | 減碼 |
| 111 Capital | 8,885 | $152.1 萬 | 0.33% | −18,476−67.5% | 減碼 |
| Ausdal Financial Partners, Inc. | 8,857 | $151.6 萬 | 0.07% | −1,821−17.1% | 減碼 |
| NBC Securities, Inc. | 8,846 | $151.4 萬 | 0.11% | −1,308−12.9% | 減碼 |
| Buckley Wealth Management, LLC | 8,842 | $151.4 萬 | 0.40% | −132−1.5% | 減碼 |
| GeoWealth Management, LLC | 8,824 | $151.1 萬 | 0.06% | −257−2.8% | 減碼 |
| Pure Financial Advisors, Inc. | 8,762 | $150.0 萬 | 0.02% | +217+2.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,757 | $149.9 萬 | 0.06% | −1,396−13.7% | 減碼 |
| Quest Partners LLC | 8,746 | $149.7 萬 | 0.08% | +1,773+25.4% | 加碼 |
| Versant Capital Management, Inc | 8,693 | $148.8 萬 | 0.19% | +478+5.8% | 加碼 |
| Chatham Capital Group, Inc. | 8,665 | $148.3 萬 | 0.21% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 8,630 | $147.7 萬 | 0.07% | −174−2.0% | 減碼 |
| Jamison Private Wealth Management, Inc. | 8,610 | $147.4 萬 | 0.18% | +396+4.8% | 加碼 |
| Win Advisors, Inc | 8,569 | $146.7 萬 | 0.62% | +8,569 | 新進 |
| Caerus Investment Advisors, LLC | 8,563 | $146.6 萬 | 0.49% | +558+7.0% | 加碼 |
| Woodward Diversified Capital, LLC | 8,547 | $146.3 萬 | 0.67% | −397−4.4% | 減碼 |
| Values First Advisors, Inc. | 8,536 | $146.1 萬 | 0.76% | +86+1.0% | 加碼 |
| Becker Capital Management Inc | 8,458 | $145.0 萬 | 0.04% | +12+0.1% | 加碼 |
| Arvest Investments, Inc. | 8,374 | $143.3 萬 | 0.20% | +19+0.2% | 加碼 |
| Mach-1 Financial Group, Inc. | 8,364 | $143.2 萬 | 0.29% | +8,364 | 新進 |
| One Capital Management, LLC | 8,329 | $142.6 萬 | 0.04% | −55−0.7% | 減碼 |
| Whalen Wealth Management Inc. | 8,315 | $142.3 萬 | 0.76% | +8,315 | 新進 |
| Virtu Financial LLC | 8,305 | $142.1 萬 | 0.06% | +8,305 | 新進 |
| Westside Investment Management, Inc. | 8,250 | $142.1 萬 | 0.23% | +40+0.5% | 加碼 |
| Sunpointe, LLC | 8,256 | $141.5 萬 | 0.47% | +43+0.5% | 加碼 |
| Adviser Investments LLC | 8,268 | $141.5 萬 | 0.02% | −3,173−27.7% | 減碼 |
| Foundry Financial LLC | 8,250 | $141.2 萬 | 0.74% | +8,250 | 新進 |
| Brown Financial Advisors | 8,244 | $141.1 萬 | 0.52% | −5,008−37.8% | 減碼 |
| Park Capital Management, LLC | 8,243 | $141.1 萬 | 1.01% | +1,688+25.8% | 加碼 |
| TFR Capital, LLC. | 8,235 | $141.0 萬 | 0.47% | +167+2.1% | 加碼 |
| Edgestream Partners, L.P. | 8,219 | $140.7 萬 | 0.04% | −20,538−71.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 8,200 | $140.4 萬 | 0.36% | +8,200 | 新進 |
| Twin Capital Management Inc | 8,199 | $140.4 萬 | 0.17% | −7−0.1% | 減碼 |
| Americana Partners, LLC | 8,191 | $140.2 萬 | 0.04% | +1,826+28.7% | 加碼 |
| Journey Strategic Wealth LLC | 8,185 | $140.1 萬 | 0.04% | +661+8.8% | 加碼 |
| Galaxy Digital Capital Management GP LLC | 8,184 | $140.1 萬 | 1.76% | −3,259−28.5% | 減碼 |
| Naviter Wealth, LLC | 8,144 | $139.6 萬 | 0.18% | −92−1.1% | 減碼 |
| Angeles Wealth Management, LLC | 8,143 | $139.6 萬 | 0.08% | +2,057+33.8% | 加碼 |
| Mechanics Bank Trust Department | 8,051 | $137.8 萬 | 0.18% | −683−7.8% | 減碼 |
| Goodman Advisory Group, LLC | 8,038 | $137.6 萬 | 0.34% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 8,018 | $137.3 萬 | 0.25% | +322+4.2% | 加碼 |
| International Assets Investment Management, LLC | 8,015 | $137.2 萬 | 0.09% | −1,293−13.9% | 減碼 |
| Westover Capital Advisors, LLC | 8,000 | $136.9 萬 | 0.25% | 00.0% | 不變 |
| Thomasville National Bank | 8,000 | $136.9 萬 | 0.08% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 7,996 | $136.9 萬 | 0.04% | +80+1.0% | 加碼 |
| Goldenstone Wealth Management LLC | 7,994 | $136.8 萬 | 1.02% | +7,994 | 新進 |
| Element Capital Management LLC | 7,967 | $136.4 萬 | 0.71% | +7,967 | 新進 |