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
- 2,395
- 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 769 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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 6,199 | $106.1 萬 | 0.17% | −728−10.5% | 減碼 |
| West Family Investments, Inc. | 6,156 | $105.4 萬 | 0.25% | +2,450+66.1% | 加碼 |
| Seeds Investor LLC | 6,153 | $105.3 萬 | 0.20% | −1,583−20.5% | 減碼 |
| JMN Financial LLC | 6,133 | $105.1 萬 | 1.05% | +6,133 | 新進 |
| Parkside Financial Bank & Trust | 6,137 | $105.1 萬 | 0.08% | +143+2.4% | 加碼 |
| Fayez Sarofim & Co | 6,134 | $105.0 萬 | 0.00% | −11,700−65.6% | 減碼 |
| Centennial Bank | 6,130 | $104.9 萬 | 0.42% | −6,120−50.0% | 減碼 |
| Sun Financial Inc | 6,098 | $104.4 萬 | 0.58% | +6,098 | 新進 |
| American National Bank | 6,037 | $103.3 萬 | 0.10% | +1,328+28.2% | 加碼 |
| Legacy Edge Advisors, LLC | 6,025 | $103.1 萬 | 0.11% | −185−3.0% | 減碼 |
| Kingdom Financial Group LLC. | 6,001 | $102.7 萬 | 0.32% | +6,001 | 新進 |
| Legacy Advisors, LLC | 5,986 | $102.6 萬 | 0.11% | +446+8.1% | 加碼 |
| Legal Advantage Investments, Inc. | 5,972 | $102.2 萬 | 0.47% | −10.0% | 減碼 |
| Watershed Private Wealth LLC | 5,944 | $101.7 萬 | 0.31% | +142+2.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,914 | $101.2 萬 | 0.04% | +158+2.7% | 加碼 |
| Everett Harris & Co | 5,913 | $101.2 萬 | 0.01% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 5,867 | $100.4 萬 | 0.03% | +170+3.0% | 加碼 |
| Sustainable Insight Capital Management, LLC | 5,865 | $100.4 萬 | 0.34% | −163,615−96.5% | 減碼 |
| VeraBank, N.A. | 5,835 | $99.9 萬 | 0.18% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 5,385 | $99.9 萬 | 0.06% | +2,372+78.7% | 加碼 |
| Strategic Blueprint, LLC | 5,810 | $99.5 萬 | 0.06% | −1,105−16.0% | 減碼 |
| Prosperity Financial Group, Inc. | 5,794 | $99.2 萬 | 0.36% | +827+16.6% | 加碼 |
| Cove Private Wealth, LLC | 5,760 | $98.6 萬 | 0.29% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 5,757 | $98.5 萬 | 0.13% | +677+13.3% | 加碼 |
| Investment Management Corp | 5,752 | $98.5 萬 | 0.83% | +63+1.1% | 加碼 |
| BOS Asset Management, LLC | 5,750 | $98.4 萬 | 0.26% | 00.0% | 不變 |
| E Fund Management (Hong Kong) Co., Ltd. | 4,058 | $96.4 萬 | 0.40% | +2,892+248.0% | 加碼 |
| Guardian Wealth Advisors, LLC | 5,622 | $96.2 萬 | 0.06% | +108+2.0% | 加碼 |
| Founders Capital Management, LLC | 5,609 | $96.0 萬 | 0.14% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 5,600 | $95.9 萬 | 0.11% | +1,004+21.8% | 加碼 |
| Keyvantage Wealth, LLC | 5,563 | $95.2 萬 | 0.41% | +37+0.7% | 加碼 |
| Nwam LLC | 4,267 | $95.1 萬 | 0.05% | −3,762−46.9% | 減碼 |
| Strategic Investment Advisors | 5,549 | $95.0 萬 | 0.08% | −1,971−26.2% | 減碼 |
| Dynasty Wealth Management, LLC | 5,540 | $94.8 萬 | 0.01% | +809+17.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 5,523 | $94.5 萬 | 0.03% | +5,523 | 新進 |
| Prescott Group Capital Management, L.L.C. | 5,514 | $94.4 萬 | 0.09% | 00.0% | 不變 |
| George Kaiser Family Foundation | 5,514 | $94.4 萬 | 0.13% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 5,508 | $94.3 萬 | 0.08% | −2,488−31.1% | 減碼 |
| Providence First Trust Co | 5,507 | $94.3 萬 | 0.33% | +5,507 | 新進 |
| Bahl & Gaynor Inc | 5,500 | $94.1 萬 | 0.00% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 5,500 | $94.1 萬 | 0.50% | +12+0.2% | 加碼 |
| Jackson Thornton Asset Management, LLC | 4,520 | $93.5 萬 | 0.09% | +207+4.8% | 加碼 |
| Copeland Capital Management, LLC | 5,441 | $93.1 萬 | 0.02% | −1,775−24.6% | 減碼 |
| Daymark Wealth Partners, LLC | 5,422 | $92.8 萬 | 0.03% | +374+7.4% | 加碼 |
| Advisory Resource Group | 5,409 | $92.6 萬 | 0.16% | −1,050−16.3% | 減碼 |
| Waterloo Capital, L.P. | 5,342 | $91.4 萬 | 0.07% | +112+2.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,309 | $90.9 萬 | 0.04% | +1,001+23.2% | 加碼 |
| Beacon Financial Group | 5,305 | $90.8 萬 | 0.09% | +204+4.0% | 加碼 |
| Prakash Investment Advisors LLC | 5,300 | $90.7 萬 | 0.69% | 00.0% | 不變 |
| Abel Hall, LLC | 5,274 | $90.3 萬 | 0.21% | +2,757+109.5% | 加碼 |
| Crestmont Private Wealth LLC | 5,273 | $90.3 萬 | 0.29% | −396−7.0% | 減碼 |
| Chesapeake Capital Corp | 5,257 | $90.0 萬 | 0.75% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 5,250 | $89.9 萬 | 0.50% | −50−0.9% | 減碼 |
| SkyOak Wealth, LLC | 5,225 | $89.4 萬 | 0.16% | −1,225−19.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 5,225 | $89.4 萬 | 0.20% | −18−0.3% | 減碼 |
| BIP Wealth, LLC | 5,212 | $89.2 萬 | 0.03% | +3,422+191.2% | 加碼 |
| Karani Asset Management LLC | 5,198 | $89.0 萬 | 0.78% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 5,166 | $88.4 萬 | 0.09% | +580+12.6% | 加碼 |
| Eastern Bank | 5,159 | $88.3 萬 | 0.02% | +169+3.4% | 加碼 |
| Chase Investment Counsel Corp | 5,148 | $88.1 萬 | 0.25% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 5,144 | $88.1 萬 | 0.00% | −277,889−98.2% | 減碼 |
| SageView Advisory Group, LLC | 5,139 | $88.0 萬 | 0.03% | −1,003−16.3% | 減碼 |
| Telos Capital Management, Inc. | 5,136 | $87.9 萬 | 0.08% | −100−1.9% | 減碼 |
| Conservest Capital Advisors, Inc. | 5,120 | $87.6 萬 | 0.08% | −11−0.2% | 減碼 |
| Tandem Capital Management Corp | 5,100 | $87.3 萬 | 0.40% | 00.0% | 不變 |
| Berbice Capital Management LLC | 5,100 | $87.3 萬 | 0.52% | 00.0% | 不變 |
| TownSquare Capital, LLC | 5,089 | $87.1 萬 | 0.20% | +586+13.0% | 加碼 |
| Phoenix Holdings Ltd. | 5,093 | $87.1 萬 | 0.01% | −216,607−97.7% | 減碼 |
| Keynote Financial Services LLC | 5,076 | $86.9 萬 | 0.49% | −628−11.0% | 減碼 |
| Lodestar Private Asset Management LLC | 5,060 | $86.6 萬 | 0.09% | 00.0% | 不變 |
| Trust Point Inc. | 5,057 | $86.6 萬 | 0.07% | +333+7.0% | 加碼 |
| Index Technologies Group LLC | 5,014 | $85.8 萬 | 0.90% | +5,014 | 新進 |
| Mine & Arao Wealth Creation & Management, LLC. | 5,010 | $85.8 萬 | 0.34% | +10+0.2% | 加碼 |
| Sumitomo Life Insurance Co | 5,009 | $85.7 萬 | 0.02% | +5,009 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 3,853 | $85.7 萬 | 0.19% | +3,853 | 新進 |
| Chilton Capital Management LLC | 5,005 | $85.7 萬 | 0.03% | +5+0.1% | 加碼 |
| Sym Financial Corp | 5,003 | $85.6 萬 | 0.09% | −2,158−30.1% | 減碼 |
| Triglav Skladi, D.O.O. | 5,000 | $85.6 萬 | 0.05% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 4,994 | $85.5 萬 | 0.01% | −160−3.1% | 減碼 |
| Bellevue Asset Management, LLC | 4,990 | $85.4 萬 | 0.41% | 00.0% | 不變 |
| Alta Advisers Ltd | 4,980 | $85.2 萬 | 0.31% | −1,500−23.1% | 減碼 |
| Ridgeline Wealth Planning, LLC | 4,956 | $84.8 萬 | 0.61% | −658−11.7% | 減碼 |
| Jackson Hole Capital Partners, LLC | 4,950 | $84.7 萬 | 0.15% | 00.0% | 不變 |
| SCS Capital Management LLC | 4,928 | $84.4 萬 | 0.01% | +150+3.1% | 加碼 |
| Perennial Investment Advisors, LLC | 4,925 | $84.3 萬 | 0.07% | +277+6.0% | 加碼 |
| Biltmore Family Office, LLC | 4,900 | $84.0 萬 | 0.12% | +10+0.2% | 加碼 |
| Access Financial Services, Inc. | 4,898 | $83.8 萬 | 0.31% | −1,264−20.5% | 減碼 |
| MBL Wealth, LLC | 4,849 | $83.0 萬 | 0.07% | +3,274+207.9% | 加碼 |
| Kesler, Norman & Wride, LLC | 4,845 | $82.9 萬 | 0.14% | +4,845 | 新進 |
| Premier Path Wealth Partners, LLC | 4,836 | $82.8 萬 | 0.11% | +586+13.8% | 加碼 |
| Core Alternative Capital | 4,825 | $82.6 萬 | 0.23% | +955+24.7% | 加碼 |
| Caldwell Trust Co | 4,812 | $82.4 萬 | 0.07% | −108−2.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 4,804 | $82.2 萬 | 0.36% | +4,804 | 新進 |
| Salem Investment Counselors Inc | 4,776 | $81.9 萬 | 0.02% | 00.0% | 不變 |
| Saxon Interests, Inc. | 4,777 | $81.8 萬 | 0.29% | −780−14.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,773 | $81.7 萬 | 0.04% | +345+7.8% | 加碼 |
| Horizon Family Wealth, Inc. | 4,762 | $81.5 萬 | 0.43% | +9+0.2% | 加碼 |
| Columbia Asset Management | 4,750 | $81.3 萬 | 0.14% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,746 | $81.2 萬 | 0.03% | +286+6.4% | 加碼 |
| Sittner & Nelson, LLC | 3,515 | $81.2 萬 | 0.29% | 00.0% | 不變 |