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 |
|---|---|---|---|---|---|
| LSV Asset Management | 111,504 | $1,909 萬 | 0.04% | −15,444−12.2% | 減碼 |
| First Citizens Bank & Trust Co | 111,163 | $1,903 萬 | 0.40% | −29,270−20.8% | 減碼 |
| William Blair Investment Management, LLC | 110,668 | $1,894 萬 | 0.05% | −1,732,948−94.0% | 減碼 |
| YHB Investment Advisors, Inc. | 109,904 | $1,881 萬 | 1.30% | +109,904 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 109,828 | $1,880 萬 | 1.08% | +3,614+3.4% | 加碼 |
| Winmill & Co. Inc | 109,000 | $1,866 萬 | 4.98% | 00.0% | 不變 |
| Midwest Trust Co | 108,519 | $1,858 萬 | 0.23% | −10,682−9.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 107,732 | $1,844 萬 | 0.45% | +45,554+73.3% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 107,598 | $1,843 萬 | 0.74% | −952−0.9% | 減碼 |
| Carderock Capital Management Inc | 105,936 | $1,813 萬 | 4.39% | −15,434−12.7% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 105,589 | $1,807 萬 | 3.52% | −46,123−30.4% | 減碼 |
| Jackson Wealth Management, LLC | 105,571 | $1,807 萬 | 1.76% | +1,578+1.5% | 加碼 |
| Banque Pictet & Cie SA | 104,821 | $1,794 萬 | 0.18% | −51,793−33.1% | 減碼 |
| TrimTabs Asset Management, LLC | 104,730 | $1,793 萬 | 2.34% | +104,730 | 新進 |
| Systematic Alpha Investments, LLC | 104,380 | $1,787 萬 | 0.56% | −10.0% | 減碼 |
| Gateway Investment Advisers LLC | 103,089 | $1,765 萬 | 0.16% | −13,607−11.7% | 減碼 |
| Nilsine Partners, LLC | 102,919 | $1,762 萬 | 1.53% | −779−0.8% | 減碼 |
| Concentric Capital Strategies, LP | 101,760 | $1,742 萬 | 0.90% | +101,760 | 新進 |
| Parkwood LLC | 101,512 | $1,738 萬 | 1.48% | −2,503−2.4% | 減碼 |
| Assenagon Asset Management S.A. | 101,045 | $1,730 萬 | 0.03% | −719,958−87.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 100,721 | $1,724 萬 | 0.13% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 100,250 | $1,716 萬 | 1.92% | 00.0% | 不變 |
| Davidson Kempner Capital Management LP | 100,000 | $1,712 萬 | 0.25% | +100,000 | 新進 |
| Rheos Capital Works Inc. | 99,500 | $1,703 萬 | 1.09% | +99,500 | 新進 |
| Larson Financial Group LLC | 98,633 | $1,688 萬 | 0.56% | −13,056−11.7% | 減碼 |
| Glenview Trust Co | 98,552 | $1,687 萬 | 0.26% | +318+0.3% | 加碼 |
| Baldwin Investment Management, LLC | 98,134 | $1,680 萬 | 1.90% | −1,894−1.9% | 減碼 |
| Miller Capital Partners, Inc. | 98,001 | $1,678 萬 | 8.56% | +98,001 | 新進 |
| Cullinan Associates Inc | 97,000 | $1,660 萬 | 1.13% | 00.0% | 不變 |
| Allstate Corp | 96,095 | $1,645 萬 | 0.22% | +49,743+107.3% | 加碼 |
| Point72 Asset Management, L.P. | 96,015 | $1,644 萬 | 0.03% | +96,015 | 新進 |
| Fiduciary Trust Co | 95,812 | $1,640 萬 | 0.19% | −1,643−1.7% | 減碼 |
| Jones Financial Companies LLLP | 95,758 | $1,639 萬 | 0.01% | +10,481+12.3% | 加碼 |
| Fusion Capital, LLC | 94,988 | $1,626 萬 | 4.57% | −1,614−1.7% | 減碼 |
| M&T Bank Corp | 94,704 | $1,621 萬 | 0.05% | +9,907+11.7% | 加碼 |
| Advisors Asset Management, Inc. | 94,695 | $1,621 萬 | 0.27% | +9,448+11.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 94,602 | $1,619 萬 | 0.11% | −67,327−41.6% | 減碼 |
| MidFirst Bank | 94,537 | $1,618 萬 | 1.29% | +94,537 | 新進 |
| Jane Street Group, LLC | 94,239 | $1,613 萬 | 0.02% | −1,337,143−93.4% | 減碼 |
| Advisors Capital Management, LLC | 93,923 | $1,608 萬 | 0.19% | −2,449−2.5% | 減碼 |
| Taylor Hoffman Capital Management LLC | 93,858 | $1,607 萬 | 4.88% | −1,387−1.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 93,573 | $1,602 萬 | 1.26% | −1,831−1.9% | 減碼 |
| Prudential PLC | 92,304 | $1,580 萬 | 0.13% | +16,247+21.4% | 加碼 |
| Apriem Advisors | 91,958 | $1,574 萬 | 1.44% | −5,347−5.5% | 減碼 |
| Freestone Grove Partners LP | 91,722 | $1,570 萬 | 0.11% | −64,188−41.2% | 減碼 |
| Moran Wealth Management, LLC | 91,119 | $1,560 萬 | 0.48% | +5,442+6.4% | 加碼 |
| Generate Investment Management Ltd | 90,370 | $1,547 萬 | 0.71% | −82,624−47.8% | 減碼 |
| PEAK6 LLC | 89,733 | $1,536 萬 | 0.42% | +89,733 | 新進 |
| Sterling Capital Management LLC | 89,123 | $1,526 萬 | 0.25% | +13,197+17.4% | 加碼 |
| D.A. Davidson & Co. | 88,091 | $1,508 萬 | 0.09% | −5,652−6.0% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 87,762 | $1,502 萬 | 1.20% | +127+0.1% | 加碼 |
| Polar Asset Management Partners Inc. | 87,739 | $1,502 萬 | 0.30% | −21,880−20.0% | 減碼 |
| Eldred Rock Partners, LLC | 87,617 | $1,500 萬 | 3.89% | −93,986−51.8% | 減碼 |
| LMR Partners LLP | 87,216 | $1,493 萬 | 0.14% | −927−1.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 86,166 | $1,475 萬 | 1.57% | −15,978−15.6% | 減碼 |
| Genus Capital Management Inc. | 85,670 | $1,466 萬 | 1.71% | −47,890−35.9% | 減碼 |
| Insight Wealth Strategies, LLC | 85,222 | $1,459 萬 | 1.67% | −14,156−14.2% | 減碼 |
| Arvest Bank Trust Division | 85,080 | $1,456 萬 | 0.79% | −2,276−2.6% | 減碼 |
| Omers Administration Corp | 84,264 | $1,442 萬 | 0.10% | +28,870+52.1% | 加碼 |
| NatWest Group plc | 83,385 | $1,427 萬 | 3.32% | −11,440−12.1% | 減碼 |
| Mizuho Securities USA LLC | 91,456 | $1,427 萬 | 0.24% | −724−0.8% | 減碼 |
| Exchange Traded Concepts, LLC | 83,307 | $1,426 萬 | 0.12% | −14,934−15.2% | 減碼 |
| ExodusPoint Capital Management, LP | 83,054 | $1,422 萬 | 0.16% | −83,728−50.2% | 減碼 |
| McBroom & Associates, LLC | 82,619 | $1,414 萬 | 6.87% | −2,955−3.5% | 減碼 |
| Aviance Capital Partners, LLC | 81,915 | $1,402 萬 | 1.62% | −1,956−2.3% | 減碼 |
| Heron Bay Capital Management | 81,512 | $1,395 萬 | 2.66% | −8,821−9.8% | 減碼 |
| Allworth Financial LP | 81,358 | $1,393 萬 | 0.06% | +655+0.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 81,353 | $1,393 萬 | 0.08% | −5,913−6.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 80,455 | $1,379 萬 | 0.34% | −5,102−6.0% | 減碼 |
| Kentucky Retirement Systems | 80,281 | $1,374 萬 | 0.37% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 79,588 | $1,362 萬 | 0.36% | +1,654+2.1% | 加碼 |
| Picton Mahoney Asset Management | 79,491 | $1,361 萬 | 0.15% | +79,491 | 新進 |
| Central Bank & Trust Co | 79,447 | $1,360 萬 | 2.10% | −1,044−1.3% | 減碼 |
| Vestcor Inc | 78,932 | $1,351 萬 | 0.39% | +4,430+5.9% | 加碼 |
| Diversify Wealth Management, LLC | 62,834 | $1,347 萬 | 0.63% | −2,923−4.4% | 減碼 |
| Rokos Capital Management LLP | 78,481 | $1,343 萬 | 0.20% | +78,481 | 新進 |
| Fulcrum Capital LLC | 78,023 | $1,336 萬 | 2.68% | +172+0.2% | 加碼 |
| Carret Asset Management, LLC | 77,860 | $1,333 萬 | 1.27% | −5,158−6.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 77,735 | $1,331 萬 | 0.15% | +62,062+396.0% | 加碼 |
| Black Creek Investment Management Inc. | 77,574 | $1,328 萬 | 0.66% | −22,538−22.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 77,558 | $1,328 萬 | 0.97% | −81,876−51.4% | 減碼 |
| Robinhood Asset Management, LLC | 77,400 | $1,325 萬 | 1.06% | +77,400 | 新進 |
| Modera Wealth Management, LLC | 77,175 | $1,321 萬 | 0.15% | −2,450−3.1% | 減碼 |
| KWMG, LLC | 76,501 | $1,310 萬 | 1.13% | −7,896−9.4% | 減碼 |
| United Capital Financial Advisers, LLC | 76,368 | $1,307 萬 | 0.08% | +1,498+2.0% | 加碼 |
| Brinker Capital Investments, LLC | 76,329 | $1,307 萬 | 0.10% | +7,111+10.3% | 加碼 |
| Rench Wealth Management, Inc. | 76,282 | $1,306 萬 | 3.85% | −6,247−7.6% | 減碼 |
| First Manhattan Co | 75,673 | $1,297 萬 | 0.03% | −261−0.3% | 減碼 |
| Naples Global Advisors, LLC | 75,581 | $1,296 萬 | 0.97% | −4,563−5.7% | 減碼 |
| Employees Retirement System of Texas | 75,560 | $1,293 萬 | 0.11% | 00.0% | 不變 |
| South Dakota Investment Council | 75,469 | $1,292 萬 | 0.25% | −7,925−9.5% | 減碼 |
| Private Advisor Group, LLC | 75,275 | $1,289 萬 | 0.06% | +11,769+18.5% | 加碼 |
| Cookson Peirce & Co Inc | 75,113 | $1,286 萬 | 0.53% | +64,603+614.7% | 加碼 |
| KKM Financial LLC | 75,048 | $1,285 萬 | 2.28% | +75,048 | 新進 |
| LMCG Investments, LLC | 75,032 | $1,284 萬 | 0.73% | −20,475−21.4% | 減碼 |
| National Asset Management, Inc. | 74,318 | $1,272 萬 | 0.60% | −6,146−7.6% | 減碼 |
| MAI Capital Management | 74,007 | $1,267 萬 | 0.07% | −961−1.3% | 減碼 |
| Sierra Summit Advisors LLC | 73,880 | $1,265 萬 | 1.94% | +221+0.3% | 加碼 |
| Sitrin Capital Management LLC | 73,406 | $1,258 萬 | 5.97% | −94−0.1% | 減碼 |
| Westerkirk Capital Inc. | 73,320 | $1,255 萬 | 1.22% | +30,200+70.0% | 加碼 |