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 |
|---|---|---|---|---|---|
| Telemark Asset Management, LLC | 50,000 | $855.9 萬 | 0.85% | +25,000+100.0% | 加碼 |
| Farther Finance Advisors, LLC | 49,779 | $852.1 萬 | 0.09% | +19,254+63.1% | 加碼 |
| Capital Investment Advisors, LLC | 49,450 | $846.5 萬 | 0.13% | −487−1.0% | 減碼 |
| Martingale Asset Management L P | 49,161 | $841.5 萬 | 0.21% | +39,156+391.4% | 加碼 |
| Harber Asset Management LLC | 48,600 | $831.9 萬 | 3.49% | −49,006−50.2% | 減碼 |
| Financial Advisory Service, Inc. | 48,563 | $831.3 萬 | 0.54% | +2,411+5.2% | 加碼 |
| Himension Fund | 48,389 | $828.3 萬 | 0.51% | −28,329−36.9% | 減碼 |
| Harbour Capital Advisors, LLC | 43,702 | $808.7 萬 | 1.65% | −1,148−2.6% | 減碼 |
| Seizert Capital Partners, LLC | 47,177 | $807.6 萬 | 0.34% | −31,539−40.1% | 減碼 |
| American Trust Investment Advisors, LLC | 47,144 | $807.0 萬 | 4.32% | +120.0% | 加碼 |
| EP Wealth Advisors, LLC | 46,722 | $799.8 萬 | 0.04% | +46,722 | 新進 |
| Axecap Investments, LLC | 46,588 | $797.5 萬 | 4.92% | +46,588 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 45,711 | $794.4 萬 | 0.75% | +7,377+19.2% | 加碼 |
| Calamos Wealth Management LLC | 46,392 | $794.1 萬 | 0.28% | +16,724+56.4% | 加碼 |
| Scott & Selber, Inc. | 45,899 | $785.7 萬 | 1.97% | −1,652−3.5% | 減碼 |
| Keybank National Association | 45,857 | $785.0 萬 | 0.03% | −491−1.1% | 減碼 |
| Charter Trust Co | 45,806 | $784.1 萬 | 0.45% | −6,585−12.6% | 減碼 |
| Argent Trust Co | 45,511 | $779.1 萬 | 0.27% | −3,390−6.9% | 減碼 |
| Joseph Group Capital Management | 45,501 | $778.9 萬 | 2.05% | −1,726−3.7% | 減碼 |
| Bailard, Inc. | 45,497 | $778.8 萬 | 0.17% | −13,285−22.6% | 減碼 |
| Cavalier Investments, LLC | 45,459 | $778.2 萬 | 2.42% | +45,459 | 新進 |
| Empirical Finance, LLC | 45,119 | $772.3 萬 | 0.37% | −3,957−8.1% | 減碼 |
| Kinneret Advisory, LLC | 44,733 | $766.9 萬 | 0.65% | −1,224−2.7% | 減碼 |
| Banque Cantonale Vaudoise | 44,785 | $766.6 萬 | 0.27% | −6,656−12.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 44,678 | $764.8 萬 | 0.26% | +1,542+3.6% | 加碼 |
| Jump Financial, LLC | 44,614 | $763.7 萬 | 0.10% | −129,129−74.3% | 減碼 |
| V-Square Quantitative Management LLC | 44,406 | $760.1 萬 | 0.79% | −5,649−11.3% | 減碼 |
| Perigon Wealth Management, LLC | 44,366 | $759.5 萬 | 0.14% | −655−1.5% | 減碼 |
| La Banque Postale Asset Management SA | 44,242 | $757.3 萬 | 0.09% | +19,852+81.4% | 加碼 |
| Intech Investment Management LLC | 44,225 | $757.0 萬 | 0.07% | +8,947+25.4% | 加碼 |
| Impax Asset Management Group plc | 44,180 | $756.3 萬 | 0.05% | +31,667+253.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 44,179 | $756.3 萬 | 0.09% | −712−1.6% | 減碼 |
| CCM Investment Advisers LLC | 43,920 | $751.8 萬 | 0.72% | −635−1.4% | 減碼 |
| NRI Wealth Management LC | 43,911 | $751.7 萬 | 3.83% | +368+0.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 43,871 | $751.0 萬 | 0.01% | +4,823+12.4% | 加碼 |
| North Dakota State Investment Board | 43,864 | $750.9 萬 | 0.28% | +43,864 | 新進 |
| Bokf, NA | 43,661 | $747.4 萬 | 0.11% | −7,487−14.6% | 減碼 |
| Independent Advisor Alliance | 43,542 | $745.4 萬 | 0.18% | +2,018+4.9% | 加碼 |
| Pincus Capital Management, LP | 42,972 | $735.6 萬 | 4.91% | +42,972 | 新進 |
| Hohimer Wealth Management, LLC | 42,961 | $735.4 萬 | 0.99% | −137−0.3% | 減碼 |
| Knollwood Investment Advisory, LLC | 42,795 | $732.6 萬 | 0.69% | +559+1.3% | 加碼 |
| Blair William & Co | 42,636 | $729.9 萬 | 0.02% | −12,770−23.0% | 減碼 |
| Summit Trail Advisors, LLC | 42,532 | $729.1 萬 | 0.13% | −5,989−12.3% | 減碼 |
| Socorro Asset Management LP | 42,544 | $728.3 萬 | 2.82% | −10,681−20.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 42,425 | $726.2 萬 | 0.74% | −25−0.1% | 減碼 |
| Guinness Atkinson Asset Management Inc | 41,159 | $723.9 萬 | 3.41% | −12,245−22.9% | 減碼 |
| Brentview Investment Management LLC | 42,273 | $723.6 萬 | 3.27% | +66+0.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 42,191 | $722.2 萬 | 0.14% | −10,690−20.2% | 減碼 |
| BNC Wealth Management, LLC | 41,869 | $716.7 萬 | 1.84% | +1,113+2.7% | 加碼 |
| Nikulski Financial, Inc. | 41,818 | $716.1 萬 | 1.71% | −9,523−18.5% | 減碼 |
| Evolve Private Wealth, LLC | 41,550 | $712.3 萬 | 0.42% | +41,550 | 新進 |
| MIG Capital, LLC | 41,595 | $712.0 萬 | 1.21% | 00.0% | 不變 |
| Progressive Investment Management Corp | 41,556 | $711.4 萬 | 1.70% | −313−0.7% | 減碼 |
| Quadrant Capital Group LLC | 40,874 | $699.7 萬 | 0.21% | −181−0.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 40,800 | $698.4 萬 | 0.25% | −1,138−2.7% | 減碼 |
| Apollon Wealth Management, LLC | 40,544 | $694.0 萬 | 0.12% | +4,828+13.5% | 加碼 |
| DSG Capital Advisors, LLC | 31,851 | $692.7 萬 | 1.06% | −463−1.4% | 減碼 |
| Birchview Capital, LP | 40,329 | $690.4 萬 | 4.04% | +40,329 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 40,132 | $687.0 萬 | 0.08% | −205−0.5% | 減碼 |
| Asio Capital, LLC | 40,012 | $684.9 萬 | 0.97% | −449−1.1% | 減碼 |
| Viking Fund Management LLC | 40,000 | $684.7 萬 | 0.79% | −30,000−42.9% | 減碼 |
| Artemis Wealth Advisors, LLC | 40,000 | $684.7 萬 | 1.14% | +10,000+33.3% | 加碼 |
| PKO Investment Management Joint-Stock Co | 40,000 | $684.7 萬 | 0.55% | +15,000+60.0% | 加碼 |
| Cetera Trust Company, N.A | 39,910 | $683.2 萬 | 3.65% | −850−2.1% | 減碼 |
| Trifecta Capital Advisors, LLC | 39,838 | $681.9 萬 | 1.01% | +1,008+2.6% | 加碼 |
| Fred Alger Management, LLC | 39,481 | $676.7 萬 | 0.03% | +1,184+3.1% | 加碼 |
| Umpqua Bank | 39,520 | $676.5 萬 | 1.88% | −5,322−11.9% | 減碼 |
| Camarda Financial Advisors, LLC | 39,506 | $676.3 萬 | 2.57% | −4,916−11.1% | 減碼 |
| Meeder Advisory Services, Inc. | 39,347 | $673.5 萬 | 0.29% | +2,774+7.6% | 加碼 |
| Traynor Capital Management, Inc. | 39,331 | $673.3 萬 | 0.37% | +53+0.1% | 加碼 |
| Intrust Bank NA | 39,284 | $672.5 萬 | 0.56% | −698−1.7% | 減碼 |
| Convergence Investment Partners, LLC | 39,274 | $672.3 萬 | 1.34% | +2,059+5.5% | 加碼 |
| Mission Wealth Management, LP | 39,142 | $670.0 萬 | 0.14% | −5,434−12.2% | 減碼 |
| Synergy Financial Management, LLC | 39,136 | $669.9 萬 | 0.70% | −62,445−61.5% | 減碼 |
| Monetary Management Group Inc | 39,120 | $669.7 萬 | 1.55% | −2,865−6.8% | 減碼 |
| Bessemer Group Inc | 38,642 | $661.5 萬 | 0.01% | +8,912+30.0% | 加碼 |
| Glass Wealth Management Co LLC | 38,594 | $660.7 萬 | 2.71% | +4,215+12.3% | 加碼 |
| Capital Advisors Inc | 38,411 | $657.5 萬 | 0.11% | +8,398+28.0% | 加碼 |
| Bleakley Financial Group, LLC | 37,689 | $645.2 萬 | 0.11% | +3,396+9.9% | 加碼 |
| Liontrust Investment Partners LLP | 37,551 | $642.8 萬 | 0.10% | −36,517−49.3% | 減碼 |
| Mather Group, LLC. | 37,331 | $639.0 萬 | 0.07% | −4,978−11.8% | 減碼 |
| Brown Advisory Inc | 36,420 | $623.4 萬 | 0.01% | +1,634+4.7% | 加碼 |
| Generali Investments, Management Co LLC | 36,274 | $620.9 萬 | 1.24% | +13,878+62.0% | 加碼 |
| Catalytic Wealth RIA, LLC | 36,220 | $620.0 萬 | 0.23% | −17,427−32.5% | 減碼 |
| Simplex Trading, LLC | 35,760 | $612.1 萬 | 0.17% | +35,760 | 新進 |
| Callan Family Office, LLC | 35,632 | $609.9 萬 | 0.13% | +10,718+43.0% | 加碼 |
| Howard Capital Management Inc. | 35,413 | $606.2 萬 | 0.08% | +814+2.4% | 加碼 |
| Mill Capital Management, LLC | 35,150 | $601.7 萬 | 0.43% | +150+0.4% | 加碼 |
| Morningstar Investment Management LLC | 35,120 | $601.2 萬 | 0.35% | −9,245−20.8% | 減碼 |
| Tiaa Trust, National Association | 34,925 | $597.8 萬 | 0.01% | +1,220+3.6% | 加碼 |
| Cypress Capital Group | 34,918 | $597.7 萬 | 0.67% | +2,026+6.2% | 加碼 |
| Diversified Trust Co | 34,912 | $597.6 萬 | 0.11% | +2,990+9.4% | 加碼 |
| Navellier & Associates Inc | 34,600 | $592.3 萬 | 0.66% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 34,421 | $589.2 萬 | 0.95% | +502+1.5% | 加碼 |
| RSM US Wealth Management LLC | 33,321 | $585.3 萬 | 0.07% | 00.0% | 不變 |
| Financial Advisors Network, Inc. | 34,189 | $585.2 萬 | 0.80% | −1,531−4.3% | 減碼 |
| Securian Asset Management, Inc | 34,153 | $584.6 萬 | 0.22% | −26,968−44.1% | 減碼 |
| Tema ETFs LLC | 34,129 | $584.2 萬 | 0.45% | −1,956−5.4% | 減碼 |
| Westhampton Capital, LLC | 34,104 | $583.8 萬 | 2.76% | −193−0.6% | 減碼 |
| Conning Inc. | 34,023 | $582.4 萬 | 0.20% | −12,252−26.5% | 減碼 |