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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 4,741 | $81.2 萬 | 0.33% | −133−2.7% | 減碼 |
| New Wave Wealth Advisors LLC | 4,715 | $80.8 萬 | 0.30% | +337+7.7% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 4,715 | $80.7 萬 | 0.14% | −177−3.6% | 減碼 |
| Avanda Investment Management Pte. Ltd. | 4,700 | $80.5 萬 | 0.80% | +1,300+38.2% | 加碼 |
| Marble Wealth, LLC | 4,687 | $80.2 萬 | 0.11% | +4,687 | 新進 |
| Wellington Grp LLC | 4,680 | $80.1 萬 | 0.27% | +4,680 | 新進 |
| FSM Wealth Advisors, LLC | 4,672 | $80.0 萬 | 0.11% | −19−0.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 4,646 | $79.5 萬 | 0.10% | +51+1.1% | 加碼 |
| Insigneo Advisory Services, LLC | 4,641 | $79.4 萬 | 0.06% | +487+11.7% | 加碼 |
| Victory Financial Group, LLC | 4,623 | $79.1 萬 | 0.10% | +476+11.5% | 加碼 |
| Basecamp Wealth Advisors LLC | 4,616 | $79.0 萬 | 0.17% | +4,616 | 新進 |
| Field & Main Bank | 4,615 | $79.0 萬 | 0.23% | +50+1.1% | 加碼 |
| Cidel Asset Management Inc | 4,613 | $79.0 萬 | 0.06% | −726−13.6% | 減碼 |
| Curat Global, LLC | 4,601 | $78.8 萬 | 0.87% | 00.0% | 不變 |
| Kaizen Financial Strategies | 4,590 | $78.6 萬 | 0.35% | −206−4.3% | 減碼 |
| Raleigh Capital Management Inc. | 4,566 | $78.2 萬 | 0.28% | −1,450−24.1% | 減碼 |
| Sivia Capital Partners, LLC | 4,542 | $77.7 萬 | 0.16% | +622+15.9% | 加碼 |
| DeDora Capital, Inc. | 4,535 | $77.6 萬 | 0.18% | −1,149−20.2% | 減碼 |
| Guerra Pan Advisors, LLC | 4,520 | $77.4 萬 | 0.46% | 00.0% | 不變 |
| BCS Wealth Management | 4,502 | $77.1 萬 | 0.08% | +2,302+104.6% | 加碼 |
| Cherokee Insurance Co | 4,500 | $77.0 萬 | 0.31% | 00.0% | 不變 |
| Allred Capital Management, LLC | 4,496 | $77.0 萬 | 0.28% | −430−8.7% | 減碼 |
| James Investment Research Inc | 4,489 | $76.8 萬 | 0.08% | +485+12.1% | 加碼 |
| WealthPlan Investment Management, LLC | 4,478 | $76.7 萬 | 0.05% | +4,478 | 新進 |
| Retirement Income Solutions, Inc | 4,472 | $76.6 萬 | 0.13% | +250+5.9% | 加碼 |
| Hoxton Planning & Management, LLC | 4,452 | $76.2 萬 | 0.23% | +52+1.2% | 加碼 |
| Veracity Capital LLC | 4,447 | $76.1 萬 | 0.23% | +27+0.6% | 加碼 |
| Lyell Wealth Management, LP | 4,446 | $76.1 萬 | 0.06% | −724−14.0% | 減碼 |
| Miracle Mile Advisors, LLC | 4,440 | $76.0 萬 | 0.01% | +1,326+42.6% | 加碼 |
| Sax Wealth Advisors, LLC | 4,436 | $75.9 萬 | 0.04% | −201−4.3% | 減碼 |
| Oak Harvest Investment Services | 4,407 | $75.4 萬 | 0.08% | −239−5.1% | 減碼 |
| Unique Wealth Strategies, LLC | 4,406 | $75.4 萬 | 0.30% | −2,258−33.9% | 減碼 |
| Drive Wealth Management, LLC | 4,399 | $75.4 萬 | 0.15% | +610+16.1% | 加碼 |
| West Wealth Group, LLC | 4,401 | $75.3 萬 | 0.16% | −82−1.8% | 減碼 |
| Townsend & Associates, Inc | 3,464 | $75.3 萬 | 0.07% | −455−11.6% | 減碼 |
| RMR Wealth Builders | 4,375 | $74.9 萬 | 0.06% | +255+6.2% | 加碼 |
| SOA Wealth Advisors, LLC. | 4,370 | $74.8 萬 | 0.13% | +3+0.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,355 | $74.5 萬 | 0.12% | +693+18.9% | 加碼 |
| Braun-Bostich & Associates Inc. | 4,353 | $74.5 萬 | 0.46% | −10.0% | 減碼 |
| Ancora Advisors, LLC | 4,353 | $74.5 萬 | 0.02% | +304+7.5% | 加碼 |
| DRW Securities, LLC | 4,335 | $74.2 萬 | 0.06% | +953+28.2% | 加碼 |
| Seven Mile Advisory | 4,322 | $74.0 萬 | 0.13% | −824−16.0% | 減碼 |
| Somerset Trust Co | 4,308 | $73.7 萬 | 0.23% | −528−10.9% | 減碼 |
| United Capital Management of KS, Inc. | 4,300 | $73.6 萬 | 0.10% | +4,300 | 新進 |
| Modern Wealth Management, LLC | 4,282 | $73.3 萬 | 0.01% | +79+1.9% | 加碼 |
| Roberts Glore & Co Inc | 4,279 | $73.2 萬 | 0.20% | −56−1.3% | 減碼 |
| Paladin Wealth, LLC | 4,277 | $73.2 萬 | 0.50% | −3,231−43.0% | 減碼 |
| Cooper Financial Group | 4,263 | $73.0 萬 | 0.08% | −684−13.8% | 減碼 |
| Maridea Wealth Management LLC | 4,259 | $72.9 萬 | 0.11% | −2,398−36.0% | 減碼 |
| Investment Partners Asset Management, Inc. | 4,255 | $72.8 萬 | 0.45% | −118−2.7% | 減碼 |
| Smith Group Asset Management, LLC | 4,255 | $72.8 萬 | 0.04% | +4,255 | 新進 |
| Enterprise Financial Services Corp | 4,239 | $72.6 萬 | 0.37% | +215+5.3% | 加碼 |
| Massmutual Trust Co FSB | 4,237 | $72.5 萬 | 0.02% | +227+5.7% | 加碼 |
| Fairvoy Private Wealth, LLC | 4,225 | $72.3 萬 | 0.16% | 00.0% | 不變 |
| Mascoma Wealth Management LLC | 4,204 | $72.0 萬 | 0.15% | +14+0.3% | 加碼 |
| Parsons Capital Management Inc | 4,200 | $71.9 萬 | 0.04% | −295−6.6% | 減碼 |
| Red Reef Advisors LLC | 4,192 | $71.8 萬 | 0.73% | +4,192 | 新進 |
| Client 1st Advisory Group, LLC | 4,190 | $71.7 萬 | 0.22% | 00.0% | 不變 |
| Weaver Capital Management LLC | 4,169 | $71.4 萬 | 0.15% | +4,169 | 新進 |
| Golden State Equity Partners | 4,160 | $71.2 萬 | 0.11% | +1,572+60.7% | 加碼 |
| Syntegra Private Wealth Group, LLC | 4,157 | $71.2 萬 | 0.07% | +42+1.0% | 加碼 |
| Ellevest, Inc. | 4,156 | $71.1 萬 | 0.10% | −160−3.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 4,149 | $71.0 萬 | 0.09% | −44−1.0% | 減碼 |
| Quadcap Wealth Management, LLC | 4,129 | $70.7 萬 | 0.08% | −174−4.0% | 減碼 |
| Osborne Partners Capital Management, LLC | 4,101 | $70.2 萬 | 0.04% | +2,050+100.0% | 加碼 |
| Chicago Capital, LLC | 4,082 | $69.9 萬 | 0.02% | −175−4.1% | 減碼 |
| Ramirez Asset Management, Inc. | 4,080 | $69.8 萬 | 0.09% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 4,078 | $69.8 萬 | 0.07% | +41+1.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,078 | $69.8 萬 | 0.07% | +4,078 | 新進 |
| Sendero Wealth Management, LLC | 4,074 | $69.7 萬 | 0.08% | −1,790−30.5% | 減碼 |
| Shepherd Financial Partners LLC | 4,066 | $69.6 萬 | 0.06% | −2,023−33.2% | 減碼 |
| Sterling Investment Advisors, Ltd. | 4,060 | $69.5 萬 | 0.13% | −23−0.6% | 減碼 |
| Alhambra Investment Partners LLC | 4,059 | $69.5 萬 | 0.32% | −1,095−21.2% | 減碼 |
| Cornerstone Management, Inc. | 4,031 | $69.0 萬 | 0.11% | +4,031 | 新進 |
| Cromwell Holdings LLC | 4,020 | $68.9 萬 | 0.38% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 4,026 | $68.9 萬 | 0.23% | +7+0.2% | 加碼 |
| Lodestone Wealth Management LLC | 4,022 | $68.8 萬 | 0.28% | −122−2.9% | 減碼 |
| Chelsea Counsel Co | 4,000 | $68.6 萬 | 0.29% | 00.0% | 不變 |
| King Wealth | 4,000 | $68.5 萬 | 0.08% | 00.0% | 不變 |
| Militia Capital Partners, LP | 4,000 | $68.5 萬 | 0.26% | −2,000−33.3% | 減碼 |
| Core Wealth Partners LLC | 4,000 | $68.5 萬 | 0.31% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 3,996 | $68.4 萬 | 0.31% | +3,996 | 新進 |
| Walker Asset Management, LLC | 3,992 | $68.3 萬 | 0.37% | +107+2.8% | 加碼 |
| Opal Capital LLC | 2,967 | $68.0 萬 | 0.17% | +2,967 | 新進 |
| Walsky Investment Management, Inc. | 3,945 | $67.5 萬 | 0.69% | +3,945 | 新進 |
| Wall Street Financial Group, Inc. | 3,940 | $67.4 萬 | 0.49% | −7−0.2% | 減碼 |
| Natural Investments, LLC | 3,936 | $67.3 萬 | 0.17% | +528+15.5% | 加碼 |
| Income Insurance Ltd | 3,916 | $67.0 萬 | 0.43% | +3,916 | 新進 |
| Castle Rock Wealth Management, LLC | 2,921 | $67.0 萬 | 0.14% | −23−0.8% | 減碼 |
| Pursuit Wealth Management LLC | 3,911 | $66.9 萬 | 0.58% | +3,911 | 新進 |
| Alberta Investment Management Corp | 3,900 | $66.8 萬 | 0.00% | +3,900 | 新進 |
| Kathmere Capital Management, LLC | 3,897 | $66.7 萬 | 0.05% | +1,677+75.5% | 加碼 |
| LVW Advisors, LLC | 3,894 | $66.7 萬 | 0.07% | +127+3.4% | 加碼 |
| Michael S. Ryan, Inc. | 3,891 | $66.6 萬 | 0.39% | +197+5.3% | 加碼 |
| Braeburn Wealth Management LLC | 3,886 | $66.5 萬 | 0.34% | +3,886 | 新進 |
| Great Diamond Partners, LLC | 3,883 | $66.5 萬 | 0.13% | −5−0.1% | 減碼 |
| BridgePort Financial Solutions, LLC | 3,869 | $66.2 萬 | 0.18% | +1,223+46.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 3,865 | $66.2 萬 | 0.04% | −426−9.9% | 減碼 |
| Falcon Wealth Planning | 3,864 | $66.1 萬 | 0.06% | −44−1.1% | 減碼 |
| Williams & Novak, LLC | 3,863 | $66.1 萬 | 0.50% | +113+3.0% | 加碼 |