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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 72,878 | $1,248 萬 | 0.48% | −2,141−2.9% | 減碼 |
| Sava Infond d.o.o. | 72,750 | $1,245 萬 | 1.68% | −6,900−8.7% | 減碼 |
| Institute for Wealth Management, LLC. | 72,697 | $1,244 萬 | 1.32% | −775−1.1% | 減碼 |
| Hartford Investment Management Co | 72,527 | $1,242 萬 | 0.37% | −1,602−2.2% | 減碼 |
| J. Safra Sarasin Holding AG | 72,503 | $1,241 萬 | 0.20% | +49,851+220.1% | 加碼 |
| Cercano Management LLC | 72,360 | $1,239 萬 | 0.47% | +63,800+745.3% | 加碼 |
| Tritonpoint Wealth, LLC | 72,195 | $1,238 萬 | 1.25% | −3,273−4.3% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 70,868 | $1,232 萬 | 0.30% | −125,223−63.9% | 減碼 |
| Morton Community Bank | 52,511 | $1,226 萬 | 2.65% | −2,443−4.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 71,213 | $1,219 萬 | 0.42% | +3,750+5.6% | 加碼 |
| Clear Street Group Inc. | 70,859 | $1,213 萬 | 0.06% | +50,782+252.9% | 加碼 |
| EFG International AG | 70,779 | $1,211 萬 | 0.23% | +70,779 | 新進 |
| Blue Sparrow, LLC | 70,400 | $1,205 萬 | 0.23% | +70,400 | 新進 |
| Jain Global LLC | 69,510 | $1,190 萬 | 0.12% | −86,435−55.4% | 減碼 |
| King Luther Capital Management Corp | 68,523 | $1,173 萬 | 0.05% | −30,518−30.8% | 減碼 |
| TD Waterhouse Canada Inc. | 68,335 | $1,169 萬 | 0.07% | +40,545+145.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 68,281 | $1,169 萬 | 0.50% | +43,828+179.2% | 加碼 |
| Whittier Trust Co | 56,421 | $1,168 萬 | 0.13% | −3,981−6.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,776 | $1,160 萬 | 0.21% | −1,773−2.5% | 減碼 |
| Eurizon SLJ Capital Ltd | 67,386 | $1,154 萬 | 4.57% | +67,386 | 新進 |
| Professional Advisory Services Inc | 67,324 | $1,153 萬 | 1.49% | −5,486−7.5% | 減碼 |
| Westwood Holdings Group Inc. | 66,491 | $1,138 萬 | 0.09% | +66,491 | 新進 |
| Merit Financial Group, LLC | 66,421 | $1,137 萬 | 0.09% | +26,262+65.4% | 加碼 |
| Commerce Bank | 65,467 | $1,121 萬 | 0.06% | −432−0.7% | 減碼 |
| Zweig-DiMenna Associates LLC | 65,400 | $1,120 萬 | 0.79% | +4,151+6.8% | 加碼 |
| Stanley-Laman Group, Ltd. | 65,385 | $1,119 萬 | 1.43% | −252−0.4% | 減碼 |
| BLI - Banque de Luxembourg Investments | 64,000 | $1,112 萬 | 0.33% | +10,000+18.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 64,771 | $1,109 萬 | 0.36% | −140.0% | 減碼 |
| Amica Mutual Insurance Co | 63,912 | $1,094 萬 | 0.95% | 00.0% | 不變 |
| Norden Group LLC | 62,760 | $1,074 萬 | 1.05% | +46,952+297.0% | 加碼 |
| Maryland State Retirement & Pension System | 62,673 | $1,073 萬 | 0.22% | −1,100−1.7% | 減碼 |
| F/M Investments LLC | 62,484 | $1,070 萬 | 0.41% | +5,099+8.9% | 加碼 |
| Strategic Global Advisors, LLC | 62,188 | $1,065 萬 | 1.64% | −1,390−2.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 61,893 | $1,059 萬 | 0.07% | +12,130+24.4% | 加碼 |
| Groupe la Francaise | 61,770 | $1,057 萬 | 0.15% | +9,004+17.1% | 加碼 |
| Venture Visionary Partners LLC | 61,759 | $1,057 萬 | 0.35% | −29,905−32.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 61,151 | $1,047 萬 | 0.06% | −10,492−14.6% | 減碼 |
| CAPROCK Group, Inc. | 60,934 | $1,045 萬 | 0.22% | +7,817+14.7% | 加碼 |
| Vise Technologies, Inc. | 60,986 | $1,044 萬 | 0.20% | +26,377+76.2% | 加碼 |
| Prospera Financial Services Inc | 60,949 | $1,044 萬 | 0.17% | −17,548−22.4% | 減碼 |
| VestGen Advisors, LLC | 60,912 | $1,043 萬 | 0.44% | +13,582+28.7% | 加碼 |
| Valley National Advisers Inc | 60,321 | $1,032 萬 | 1.43% | +302+0.5% | 加碼 |
| Principal Securities, Inc. | 60,252 | $1,031 萬 | 0.16% | +4,777+8.6% | 加碼 |
| Optiver Holding B.V. | 60,051 | $1,028 萬 | 0.19% | −75,869−55.8% | 減碼 |
| Laird Norton Trust Company, LLC | 59,844 | $1,026 萬 | 0.21% | +59,844 | 新進 |
| Marco Investment Management LLC | 59,870 | $1,025 萬 | 0.77% | −400−0.7% | 減碼 |
| Moore Capital Management, LP | 59,425 | $1,017 萬 | 0.21% | +59,425 | 新進 |
| NorthCrest Asset Manangement, LLC | 51,958 | $1,012 萬 | 0.23% | −1,573−2.9% | 減碼 |
| Fort Sheridan Advisors LLC | 58,854 | $1,007 萬 | 1.28% | +70.0% | 加碼 |
| Umb Bank N A | 58,485 | $1,001 萬 | 0.13% | −1,618−2.7% | 減碼 |
| Means Investment Co., Inc. | 58,411 | $999.9 萬 | 0.84% | −660−1.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 58,191 | $996.1 萬 | 0.23% | +4,434+8.2% | 加碼 |
| Rockline Wealth Management, LLC | 58,055 | $993.8 萬 | 2.03% | +2,292+4.1% | 加碼 |
| Level Four Advisory Services, LLC | 57,885 | $990.9 萬 | 0.32% | −59,662−50.8% | 減碼 |
| New Mexico Educational Retirement Board | 57,830 | $989.9 萬 | 0.30% | 00.0% | 不變 |
| Ravenswood Partners LP | 57,100 | $977.4 萬 | 3.26% | −18,536−24.5% | 減碼 |
| Oppenheimer & Co Inc | 57,088 | $977.2 萬 | 0.14% | +37,933+198.0% | 加碼 |
| Siemens Fonds Invest GmbH | 56,125 | $975.3 萬 | 0.52% | −4,790−7.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 56,650 | $969.7 萬 | 0.30% | +2,904+5.4% | 加碼 |
| Johnson Financial Group, Inc. | 56,450 | $967.7 萬 | 0.36% | −6,342−10.1% | 減碼 |
| Caisse des Depots Et Consignations | 56,160 | $961.3 萬 | 0.22% | −6,461−10.3% | 減碼 |
| Platinum Investment Management Ltd | 55,845 | $956.0 萬 | 2.21% | −519,524−90.3% | 減碼 |
| Pacifica Partners Inc. | 51,331 | $949.9 萬 | 4.22% | −1,602−3.0% | 減碼 |
| Oak Associates, Ltd | 55,438 | $949.0 萬 | 0.57% | −2,200−3.8% | 減碼 |
| Foundations Investment Advisors, LLC | 55,370 | $947.8 萬 | 0.12% | +12,106+28.0% | 加碼 |
| L & S Advisors Inc | 55,266 | $946.0 萬 | 0.87% | +55,266 | 新進 |
| Midwest Professional Planners, LTD. | 54,590 | $934.5 萬 | 2.21% | +2,111+4.0% | 加碼 |
| Plato Investment Management Ltd | 54,297 | $934.0 萬 | 0.61% | +3,989+7.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 54,487 | $933.9 萬 | 0.72% | +4,576+9.2% | 加碼 |
| Soltis Investment Advisors LLC | 54,384 | $931.0 萬 | 0.61% | −7,060−11.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 54,040 | $925.8 萬 | 0.46% | +8,427+18.5% | 加碼 |
| River Wealth Advisors LLC | 53,959 | $923.7 萬 | 1.04% | −3,765−6.5% | 減碼 |
| Farmers Trust Co | 53,861 | $922.0 萬 | 1.50% | −2,849−5.0% | 減碼 |
| Northwest Bancshares, Inc. | 53,647 | $918.3 萬 | 1.77% | −12,136−18.4% | 減碼 |
| Atria Investments LLC | 53,515 | $916.1 萬 | 0.10% | −5,669−9.6% | 減碼 |
| Fisher Funds Management LTD | 53,433 | $913.4 萬 | 0.24% | 00.0% | 不變 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 52,765 | $903.2 萬 | 0.32% | +52,765 | 新進 |
| Diversify Advisory Services, LLC | 40,311 | $898.8 萬 | 0.28% | +1,471+3.8% | 加碼 |
| Azzad Asset Management Inc | 52,503 | $898.8 萬 | 0.88% | +224+0.4% | 加碼 |
| Ballentine Partners, LLC | 52,285 | $895.0 萬 | 0.13% | −209−0.4% | 減碼 |
| Weiss Asset Management LP | 52,020 | $890.5 萬 | 0.13% | −78,130−60.0% | 減碼 |
| Greenleaf Trust | 51,981 | $889.8 萬 | 0.08% | +384+0.7% | 加碼 |
| Boothbay Fund Management, LLC | 51,652 | $884.2 萬 | 0.23% | −13,007−20.1% | 減碼 |
| Stiles Financial Services Inc | 51,533 | $882.1 萬 | 2.72% | −1,962−3.7% | 減碼 |
| Patton Fund Management, Inc. | 51,435 | $880.5 萬 | 1.18% | +49,397+2,423.8% | 加碼 |
| Elemental Capital Partners LLC | 51,302 | $878.2 萬 | 4.67% | +2,802+5.8% | 加碼 |
| Acumen Wealth Advisors, LLC | 51,051 | $875.2 萬 | 2.52% | +51,051 | 新進 |
| Kingsview Wealth Management, LLC | 51,078 | $874.4 萬 | 0.13% | −1,838−3.5% | 減碼 |
| Algert Global LLC | 51,035 | $873.6 萬 | 0.14% | +48,562+1,963.7% | 加碼 |
| Strategic Financial Services, Inc, | 37,744 | $871.9 萬 | 0.40% | −885−2.3% | 減碼 |
| Metis Global Partners, LLC | 50,623 | $866.6 萬 | 0.20% | −3,095−5.8% | 減碼 |
| BCJ Capital Management, LLC | 50,412 | $863.0 萬 | 0.50% | +22,166+78.5% | 加碼 |
| Scotia Capital Inc. | 50,254 | $860.2 萬 | 0.03% | +38,639+332.7% | 加碼 |
| CWA Asset Management Group, LLC | 50,210 | $859.5 萬 | 0.31% | +2,613+5.5% | 加碼 |
| Evoke Wealth, LLC | 50,132 | $859.5 萬 | 0.17% | +39,624+377.1% | 加碼 |
| Rodgers Brothers Inc. | 50,200 | $859.3 萬 | 1.03% | −1,275−2.5% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 50,199 | $859.3 萬 | 0.38% | +2,227+4.6% | 加碼 |
| J. Goldman & Co LP | 50,118 | $857.9 萬 | 0.33% | −74,046−59.6% | 減碼 |
| Crown Advisors Management, Inc. | 50,000 | $855.9 萬 | 5.63% | 00.0% | 不變 |
| Alight Capital Management LP | 50,000 | $855.9 萬 | 2.29% | +20,000+66.7% | 加碼 |