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 |
|---|---|---|---|---|---|
| Williamson Legacy Group, LLC | 7,934 | $135.8 萬 | 1.06% | +7,934 | 新進 |
| SmartHarvest Portfolios, LLC | 7,903 | $135.3 萬 | 0.47% | +7,903 | 新進 |
| Red Door Wealth Management, LLC | 7,867 | $134.7 萬 | 0.14% | −175−2.2% | 減碼 |
| Agf Management Ltd | 7,865 | $134.6 萬 | 0.01% | −6,125−43.8% | 減碼 |
| Jackson Creek Investment Advisors LLC | 7,778 | $133.1 萬 | 0.39% | −3,338−30.0% | 減碼 |
| Delphi Management Inc | 7,763 | $132.9 萬 | 1.29% | −4,750−38.0% | 減碼 |
| Deseret Mutual Benefit Administrators | 7,759 | $132.8 萬 | 0.57% | +178+2.3% | 加碼 |
| Root Financial Partners, LLC | 7,737 | $132.4 萬 | 0.07% | +66+0.9% | 加碼 |
| Investment Research Partners LLC | 7,735 | $132.4 萬 | 0.57% | −69−0.9% | 減碼 |
| Pallas Capital Advisors LLC | 7,731 | $132.3 萬 | 0.04% | +534+7.4% | 加碼 |
| Novem Group | 7,725 | $132.2 萬 | 0.15% | −9,194−54.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 7,723 | $132.2 萬 | 0.28% | +690+9.8% | 加碼 |
| Allium Financial Advisors, LLC | 7,653 | $131.0 萬 | 1.04% | −17−0.2% | 減碼 |
| Ariadne Wealth Management, LP | 5,624 | $130.1 萬 | 0.54% | +639+12.8% | 加碼 |
| ZEGA Investments, LLC | 7,509 | $128.5 萬 | 0.25% | −1,256−14.3% | 減碼 |
| Astoria Portfolio Advisors LLC. | 5,304 | $128.5 萬 | 0.29% | −1,303−19.7% | 減碼 |
| DCF Advisers, LLC | 7,500 | $128.4 萬 | 0.42% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 7,489 | $128.2 萬 | 0.24% | +335+4.7% | 加碼 |
| STF Management LP | 7,485 | $128.1 萬 | 1.20% | −12,144−61.9% | 減碼 |
| Versor Investments LP | 7,483 | $128.1 萬 | 0.20% | +1,394+22.9% | 加碼 |
| Ignite Planners, LLC | 5,467 | $127.6 萬 | 0.20% | +198+3.8% | 加碼 |
| Herold Advisors, Inc. | 7,429 | $127.2 萬 | 0.28% | −410−5.2% | 減碼 |
| Net Worth Advisory Group | 7,424 | $127.1 萬 | 0.26% | −686−8.5% | 減碼 |
| Integrity Alliance, LLC. | 7,421 | $127.0 萬 | 0.05% | +159+2.2% | 加碼 |
| Baader Bank INC | 7,404 | $125.2 萬 | 0.10% | −7,507−50.3% | 減碼 |
| Western Financial Corp | 7,308 | $125.1 萬 | 0.50% | +7,308 | 新進 |
| Peapack Gladstone Financial Corp | 7,296 | $124.9 萬 | 0.02% | +151+2.1% | 加碼 |
| Hardy Reed LLC | 7,282 | $124.7 萬 | 0.09% | +104+1.4% | 加碼 |
| Greenland Capital Management LP | 7,255 | $124.2 萬 | 0.18% | −33,970−82.4% | 減碼 |
| Elm Partners Management LLC | 7,250 | $124.1 萬 | 0.06% | +2,240+44.7% | 加碼 |
| PDS Planning, Inc | 7,238 | $123.9 萬 | 0.08% | −121−1.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 7,221 | $123.6 萬 | 0.02% | +354+5.2% | 加碼 |
| Forum Financial Management, LP | 7,218 | $123.6 萬 | 0.02% | −70−1.0% | 減碼 |
| QVR LLC | 7,217 | $123.5 萬 | 0.86% | +7,217 | 新進 |
| Nations Financial Group Inc, | 7,203 | $123.3 萬 | 0.06% | +7,203 | 新進 |
| First Financial Bankshares Inc | 7,197 | $123.2 萬 | 0.02% | −28,656−79.9% | 減碼 |
| Legacy Financial Advisors, Inc. | 7,164 | $122.6 萬 | 0.17% | +494+7.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,158 | $122.5 萬 | 0.05% | −542−7.0% | 減碼 |
| Montecito Bank & Trust | 7,118 | $121.8 萬 | 0.19% | −3,734−34.4% | 減碼 |
| Zions Bancorporation, National Association | 7,118 | $121.8 萬 | 0.06% | +1,144+19.1% | 加碼 |
| Fulcrum Asset Management LLP | 6,996 | $121.6 萬 | 0.34% | −208−2.9% | 減碼 |
| Strategic Wealth Partners, Ltd. | 7,093 | $121.4 萬 | 0.08% | −207−2.8% | 減碼 |
| Planning Alternatives Ltd | 7,091 | $121.4 萬 | 0.15% | +84+1.2% | 加碼 |
| Level Financial Advisors, Inc. | 7,052 | $120.7 萬 | 0.32% | −64−0.9% | 減碼 |
| Holderness Investments Co | 7,019 | $120.1 萬 | 0.24% | +364+5.5% | 加碼 |
| New Republic Capital, LLC | 7,007 | $120.1 萬 | 0.32% | +4,053+137.2% | 加碼 |
| Shufro Rose & Co LLC | 7,000 | $119.8 萬 | 0.08% | 00.0% | 不變 |
| Birinyi Associates Inc | 7,000 | $119.8 萬 | 0.30% | 00.0% | 不變 |
| Silver Coast Investments LLC | 6,995 | $119.7 萬 | 0.41% | −909−11.5% | 減碼 |
| Essex Financial Services, Inc. | 6,994 | $119.7 萬 | 0.07% | +235+3.5% | 加碼 |
| HBK Sorce Advisory LLC | 5,175 | $119.5 萬 | 0.03% | +51+1.0% | 加碼 |
| TD Private Client Wealth LLC | 6,955 | $119.1 萬 | 0.03% | −541−7.2% | 減碼 |
| Haverford Trust Co | 6,938 | $118.8 萬 | 0.01% | +206+3.1% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 6,834 | $118.4 萬 | 0.52% | +6,834 | 新進 |
| Pitcairn Wealth Advisors LLC | 6,911 | $118.3 萬 | 0.11% | +6,911 | 新進 |
| Carr Financial Group Corp | 6,870 | $117.6 萬 | 0.31% | −692−9.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 6,863 | $117.6 萬 | 0.22% | +1,173+20.6% | 加碼 |
| BNP Paribas | 6,860 | $117.4 萬 | 0.03% | +98+1.4% | 加碼 |
| Fagan Associates, Inc. | 6,853 | $117.3 萬 | 0.16% | +6,853 | 新進 |
| Ifrah Financial Services, Inc. | 6,774 | $116.0 萬 | 0.30% | −123−1.8% | 減碼 |
| LJI Wealth Management, LLC | 6,761 | $115.7 萬 | 0.18% | +527+8.5% | 加碼 |
| Valley Brook Capital Group | 6,760 | $115.7 萬 | 0.77% | −50−0.7% | 減碼 |
| 71 West Capital Partners | 6,754 | $115.6 萬 | 0.05% | +6,754 | 新進 |
| Janney Capital Management LLC | 6,748 | $115.5 萬 | 0.07% | +81+1.2% | 加碼 |
| Regatta Capital Group, LLC | 6,734 | $115.3 萬 | 0.17% | −84−1.2% | 減碼 |
| Physicians Financial Services, Inc. | 6,730 | $115.2 萬 | 0.31% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 6,715 | $115.1 萬 | 0.06% | −54−0.8% | 減碼 |
| World Equity Group, Inc. | 6,720 | $115.0 萬 | 0.32% | −50−0.7% | 減碼 |
| Prelude Capital Management, LLC | 6,714 | $114.9 萬 | 0.08% | +4,848+259.8% | 加碼 |
| Madison Wealth Partners, Inc | 6,697 | $114.6 萬 | 0.21% | +164+2.5% | 加碼 |
| Midwest Financial Group LLC | 6,676 | $114.3 萬 | 0.50% | 00.0% | 不變 |
| Dale Q Rice Investment Management Ltd | 6,627 | $113.4 萬 | 0.81% | 00.0% | 不變 |
| Burr Financial Services, LLC | 6,616 | $113.3 萬 | 0.85% | +66+1.0% | 加碼 |
| Affinity Investment Advisors, LLC | 6,586 | $112.7 萬 | 0.75% | −449−6.4% | 減碼 |
| Optas, LLC | 6,586 | $112.7 萬 | 0.18% | +722+12.3% | 加碼 |
| JT Stratford LLC | 6,574 | $112.5 萬 | 0.14% | −1,989−23.2% | 減碼 |
| AdvisorNet Financial, Inc | 6,569 | $112.4 萬 | 0.06% | +37+0.6% | 加碼 |
| Rathbone Brothers plc | 6,568 | $112.4 萬 | 0.00% | −372−5.4% | 減碼 |
| Persium Advisors, LLC | 6,566 | $112.4 萬 | 0.82% | −378−5.4% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,509 | $112.3 萬 | 0.15% | +2,620+67.4% | 加碼 |
| Clark Financial Services Group Inc | 5,730 | $111.6 萬 | 0.59% | +226+4.1% | 加碼 |
| PFG Investments, LLC | 6,511 | $111.5 萬 | 0.05% | +416+6.8% | 加碼 |
| Sandler Capital Management | 6,500 | $111.3 萬 | 0.50% | +6,500 | 新進 |
| Ironwood Investment Counsel, LLC | 6,491 | $111.1 萬 | 0.16% | +717+12.4% | 加碼 |
| Westfuller Advisors, LLC | 6,475 | $111.1 萬 | 0.45% | −2,684−29.3% | 減碼 |
| Cypress Capital Advisors, LLC | 6,473 | $110.8 萬 | 0.59% | −31−0.5% | 減碼 |
| Rothschild Investment LLC | 6,453 | $110.5 萬 | 0.06% | +264+4.3% | 加碼 |
| Anchor Investment Management, LLC | 6,426 | $110.0 萬 | 0.09% | +4,005+165.4% | 加碼 |
| David Loasby | 4,954 | $109.2 萬 | 0.07% | −1,029−17.2% | 減碼 |
| Redwood Investment Management, LLC | 6,369 | $109.0 萬 | 0.12% | −3,090−32.7% | 減碼 |
| Wallace Hart LLC | 6,358 | $108.8 萬 | 0.80% | −2,313−26.7% | 減碼 |
| Wealth Group, Ltd. | 6,350 | $108.7 萬 | 1.06% | +6,350 | 新進 |
| Accredited Investors Inc. | 6,337 | $108.5 萬 | 0.06% | −1,003−13.7% | 減碼 |
| West Michigan Advisors, LLC | 6,319 | $108.3 萬 | 0.25% | +3,144+99.0% | 加碼 |
| Quent Capital, LLC | 6,328 | $108.3 萬 | 0.08% | +250+4.1% | 加碼 |
| HMV Wealth Advisors, LLC | 6,323 | $108.2 萬 | 0.54% | 00.0% | 不變 |
| May Hill Capital, LLC | 6,312 | $108.0 萬 | 0.29% | −1,240−16.4% | 減碼 |
| CVA Family Office, LLC | 6,292 | $107.7 萬 | 0.12% | +34+0.5% | 加碼 |
| SRS Capital Advisors, Inc. | 6,280 | $107.5 萬 | 0.03% | −26,543−80.9% | 減碼 |
| McLean Asset Management Corp | 5,099 | $106.5 萬 | 0.19% | +65+1.3% | 加碼 |