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、6 筆賣出；2026 年第 2 季末有 3,142 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 1,400 | $29.0 萬 | 0.01% | +1,400 | 新進 |
| Arta Finance Wealth Management LLC | 1,693 | $29.0 萬 | 0.15% | +1,693 | 新進 |
| Werba Rubin Papier Wealth Management | 1,691 | $28.9 萬 | 0.08% | +1,691 | 新進 |
| Torren Management, LLC | 1,690 | $28.9 萬 | 0.15% | +1,690 | 新進 |
| North Star Asset Management Inc | 1,687 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 1,685 | $28.8 萬 | 0.04% | −66−3.8% | 減碼 |
| Teza Capital Management LLC | 1,683 | $28.8 萬 | 0.93% | −1,662−49.7% | 減碼 |
| Winter & Associates, Inc. | 1,683 | $28.8 萬 | 0.27% | +1,683 | 新進 |
| Coston, McIsaac & Partners | 1,681 | $28.7 萬 | 0.07% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 1,676 | $28.7 萬 | 0.00% | +8+0.5% | 加碼 |
| Indivisible Partners | 1,677 | $28.7 萬 | 0.03% | +1,677 | 新進 |
| JSF Financial, LLC | 1,673 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 1,314 | $28.6 萬 | 0.09% | −335−20.3% | 減碼 |
| Absolute Capital Management, LLC | 1,664 | $28.5 萬 | 0.10% | +1,664 | 新進 |
| Guardian Capital LP | 1,659 | $28.4 萬 | 0.01% | +1,659 | 新進 |
| Catalyst Private Wealth, LLC | 1,658 | $28.4 萬 | 0.12% | +67+4.2% | 加碼 |
| Retireful, LLC | 1,630 | $28.3 萬 | 0.36% | +1,630 | 新進 |
| Ring Mountain Capital, LLC | 1,263 | $28.2 萬 | 0.14% | +1,263 | 新進 |
| Roberts Wealth Advisors, LLC | 1,645 | $28.2 萬 | 0.07% | +25+1.5% | 加碼 |
| Colonial Trust Co | 1,642 | $28.1 萬 | 0.04% | +137+9.1% | 加碼 |
| Globeflex Capital L P | 1,637 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Ambassador Advisors, LLC | 1,633 | $28.0 萬 | 0.04% | +1,633 | 新進 |
| Paul Damon & Associates, Inc. | 1,631 | $27.9 萬 | 0.12% | +1,631 | 新進 |
| Legacy Wealth Partners, LLC | 1,628 | $27.9 萬 | 0.07% | +1,628 | 新進 |
| Ridgepath Capital Management LLC | 2,080 | $27.9 萬 | 0.13% | 00.0% | 不變 |
| EJMK Ventures LLC | 1,622 | $27.8 萬 | 0.17% | +1,622 | 新進 |
| Gambit Capital Management, LLC | 1,619 | $27.7 萬 | 0.20% | +1,619 | 新進 |
| Arrien Investments, Inc. | 1,615 | $27.6 萬 | 0.16% | −38−2.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,614 | $27.6 萬 | 0.07% | +91+6.0% | 加碼 |
| Connable Office Inc | 1,610 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Community Financial Services Group, LLC | 1,610 | $27.6 萬 | 0.05% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,608 | $27.5 萬 | 0.01% | +13+0.8% | 加碼 |
| Armis Advisers, LLC | 1,202 | $27.5 萬 | 0.03% | +1,202 | 新進 |
| Motive Wealth Advisors | 1,602 | $27.4 萬 | 0.12% | −32−2.0% | 減碼 |
| Ingalls & Snyder LLC | 1,602 | $27.4 萬 | 0.01% | −90−5.3% | 減碼 |
| Smith Thornton Advisors LLC | 1,600 | $27.4 萬 | 0.14% | 00.0% | 不變 |
| Intrua Financial, LLC | 1,600 | $27.4 萬 | 0.03% | +1,600 | 新進 |
| Exchange Bank | 1,599 | $27.4 萬 | 0.19% | +102+6.8% | 加碼 |
| Washington Trust Co | 1,597 | $27.3 萬 | 0.01% | −81−4.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 1,590 | $27.2 萬 | 0.01% | +1,590 | 新進 |
| Investors Portfolio Services LLC | 1,585 | $27.2 萬 | 0.24% | +1,585 | 新進 |
| Financial Partners Group, Inc | 1,162 | $27.1 萬 | 0.03% | +1,162 | 新進 |
| Fortis Capital Management LLC | 1,578 | $27.0 萬 | 0.04% | +1,578 | 新進 |
| Kickstand Ventures, LLC. | 1,572 | $26.9 萬 | 0.06% | +1,572 | 新進 |
| CFC Planning Co LLC | 1,570 | $26.9 萬 | 0.21% | +1,570 | 新進 |
| Activest Wealth Management | 1,568 | $26.8 萬 | 0.05% | +867+123.7% | 加碼 |
| Peterson Wealth Services | 1,564 | $26.8 萬 | 0.07% | +609+63.8% | 加碼 |
| Rialto Wealth Management, LLC | 1,563 | $26.8 萬 | 0.06% | +1,508+2,741.8% | 加碼 |
| Revere Asset Management, Inc | 1,563 | $26.8 萬 | 0.09% | −437−21.9% | 減碼 |
| KFA Private Wealth Group, LLC | 1,561 | $26.7 萬 | 0.07% | −5−0.3% | 減碼 |
| Wellington-Altus USA Inc. | 1,561 | $26.7 萬 | 0.20% | +1,561 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,120 | $26.7 萬 | 0.00% | +500+80.6% | 加碼 |
| Graybill Bartz & Assoc Ltd | 1,560 | $26.7 萬 | 0.08% | −30−1.9% | 減碼 |
| Gilpin Wealth Management, LLC | 1,554 | $26.6 萬 | 0.21% | +1,554 | 新進 |
| Reynders McVeigh Capital Management, LLC | 1,555 | $26.6 萬 | 0.01% | +2+0.1% | 加碼 |
| MCF Advisors LLC | 1,546 | $26.5 萬 | 0.01% | +60+4.0% | 加碼 |
| Oldfather Financial Services, LLC | 1,547 | $26.5 萬 | 0.08% | 00.0% | 不變 |
| Altfest L J & Co Inc | 1,546 | $26.5 萬 | 0.03% | −8−0.5% | 減碼 |
| Integrated Investment Consultants, LLC | 1,543 | $26.4 萬 | 0.05% | −1,389−47.4% | 減碼 |
| Seldon Capital LP | 1,540 | $26.4 萬 | 0.09% | 00.0% | 不變 |
| Collective Family Office LLC | 1,538 | $26.3 萬 | 0.06% | −100−6.1% | 減碼 |
| First Horizon Corp | 1,532 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Main Street Research LLC | 1,524 | $26.1 萬 | 0.01% | +1,524 | 新進 |
| Wealth Management Associates, Inc. | 1,526 | $26.1 萬 | 0.09% | −145−8.7% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 1,521 | $26.0 萬 | 0.06% | 00.0% | 不變 |
| Claudia M.P. Batlle, CRP (R) LLC | 1,521 | $26.0 萬 | 0.10% | −469−23.6% | 減碼 |
| Wealth Effects LLC | 1,520 | $26.0 萬 | 0.08% | 00.0% | 不變 |
| T3 Companies, LLC | 1,512 | $25.9 萬 | 0.33% | +1,512 | 新進 |
| LeConte Wealth Management, LLC | 1,507 | $25.8 萬 | 0.17% | +1,507 | 新進 |
| Pflug Koory, LLC | 1,505 | $25.8 萬 | 0.12% | 00.0% | 不變 |
| FSA Investment Group, LLC | 1,503 | $25.7 萬 | 0.16% | +34+2.3% | 加碼 |
| Builder Investment Group Inc | 1,500 | $25.7 萬 | 0.06% | 00.0% | 不變 |
| Lantz Financial LLC | 1,498 | $25.6 萬 | 0.05% | −95−6.0% | 減碼 |
| Forbes J M & Co LLP | 1,496 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 1,493 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| AlTi Global, Inc. | 1,488 | $25.5 萬 | 0.01% | −8,366−84.9% | 減碼 |
| Cedarwood Wealth LLC | 1,143 | $25.5 萬 | 0.28% | +1,143 | 新進 |
| SeaBridge Investment Advisors LLC | 1,485 | $25.4 萬 | 0.04% | −315−17.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 1,480 | $25.3 萬 | 0.05% | +1,480 | 新進 |
| Simplify Asset Management Inc. | 1,478 | $25.3 萬 | 0.00% | +1,478 | 新進 |
| LRI Investments, LLC | 1,475 | $25.2 萬 | 0.02% | −321−17.9% | 減碼 |
| Reyes Financial Architecture, Inc. | 1,474 | $25.2 萬 | 0.15% | −2,384−61.8% | 減碼 |
| SK Wealth Management, LLC | 1,016 | $25.2 萬 | 0.07% | +1,016 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 1,471 | $25.2 萬 | 0.07% | +1,471 | 新進 |
| Impact Partnership Wealth, LLC | 1,470 | $25.2 萬 | 0.03% | −10,135−87.3% | 減碼 |
| Fortitude Advisory Group L.L.C. | 1,470 | $25.2 萬 | 0.11% | +1,470 | 新進 |
| Allegiance Financial Group Advisory Services LLC | 1,470 | $25.2 萬 | 0.05% | +1,470 | 新進 |
| Cape Investment Advisory, Inc. | 1,510 | $25.2 萬 | 0.08% | +1,495+9,966.7% | 加碼 |
| Aspiriant, LLC | 1,467 | $25.1 萬 | 0.01% | +1,467 | 新進 |
| Strive Financial Group ,LLC | 1,466 | $25.1 萬 | 0.13% | +1,466 | 新進 |
| Neo Ivy Capital Management | 1,463 | $25.0 萬 | 0.04% | −12,047−89.2% | 減碼 |
| Equitable Trust Co | 1,463 | $25.0 萬 | 0.01% | +1,463 | 新進 |
| Prosperity Wealth Management, Inc. | 1,460 | $25.0 萬 | 0.08% | +1,460 | 新進 |
| Tyche Wealth Partners LLC | 1,460 | $25.0 萬 | 0.04% | +1,460 | 新進 |
| RB Capital Management, LLC | 1,459 | $25.0 萬 | 0.05% | −100−6.4% | 減碼 |
| waypoint wealth counsel | 1,457 | $24.9 萬 | 0.09% | +1,457 | 新進 |
| NBT Bank N A | 321 | $24.8 萬 | 0.02% | +37+13.0% | 加碼 |
| Panoramic Capital Partners, LLC | 1,450 | $24.8 萬 | 0.15% | +1,450 | 新進 |
| Ducere Wealth Management LLC | 1,449 | $24.8 萬 | 0.10% | +1,449 | 新進 |
| Greenwich Wealth Management LLC | 1,449 | $24.8 萬 | 0.01% | −315−17.9% | 減碼 |