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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 33,972 | $581.5 萬 | 0.20% | −5,958−14.9% | 減碼 |
| MUFG Securities Americas Inc. | 33,838 | $579.2 萬 | 0.36% | −291−0.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 33,650 | $576.0 萬 | 0.37% | 00.0% | 不變 |
| Shoker Investment Counsel, Inc. | 33,601 | $575.2 萬 | 1.69% | −388−1.1% | 減碼 |
| MV Capital Management, Inc. | 33,354 | $571.0 萬 | 0.55% | +158+0.5% | 加碼 |
| We Are One Seven, LLC | 33,197 | $568.3 萬 | 0.12% | −199−0.6% | 減碼 |
| GAMMA Investing LLC | 33,194 | $568.2 萬 | 0.29% | +2,745+9.0% | 加碼 |
| Smartleaf Asset Management LLC | 32,635 | $567.1 萬 | 0.21% | +8,000+32.5% | 加碼 |
| Chicago Trust Co NA | 33,122 | $567.0 萬 | 0.89% | +22+0.1% | 加碼 |
| Primoris Wealth Advisors, LLC | 33,072 | $566.1 萬 | 3.39% | 00.0% | 不變 |
| Wahed Invest LLC | 33,056 | $565.9 萬 | 0.75% | −1,871−5.4% | 減碼 |
| Childress Capital Advisors, LLC | 32,923 | $563.6 萬 | 0.91% | −3,661−10.0% | 減碼 |
| Axxcess Wealth Management, LLC | 32,807 | $561.6 萬 | 0.10% | +19,142+140.1% | 加碼 |
| Heartland Advisors Inc | 32,750 | $560.6 萬 | 0.30% | −27,159−45.3% | 減碼 |
| Commonwealth Retirement Investments LLC | 32,491 | $556.2 萬 | 1.79% | −4,973−13.3% | 減碼 |
| Probity Advisors, Inc. | 32,431 | $555.2 萬 | 0.89% | −2,858−8.1% | 減碼 |
| Precedent Wealth Partners, LLC | 32,111 | $549.7 萬 | 1.15% | −1,553−4.6% | 減碼 |
| Webster Bank, N. A. | 32,094 | $549.4 萬 | 0.52% | +6,151+23.7% | 加碼 |
| Cornerstone Wealth Group, LLC | 32,011 | $548.0 萬 | 0.37% | +27,734+648.4% | 加碼 |
| Secure Asset Management, LLC | 32,004 | $547.8 萬 | 0.86% | +32,004 | 新進 |
| Proficio Capital Partners LLC | 31,942 | $546.8 萬 | 0.38% | −400−1.2% | 減碼 |
| Fortem Financial Group, LLC | 31,700 | $542.6 萬 | 1.45% | +2,050+6.9% | 加碼 |
| Ritholtz Wealth Management | 31,667 | $542.1 萬 | 0.10% | +4,118+14.9% | 加碼 |
| Summit Financial, LLC | 31,414 | $538.5 萬 | 0.08% | +13,335+73.8% | 加碼 |
| NWK Group, Inc. | 31,305 | $535.9 萬 | 1.86% | +31,305 | 新進 |
| Community Bank, N.A. | 31,286 | $535.6 萬 | 0.63% | −900−2.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 31,176 | $533.7 萬 | 0.07% | −1,553−4.7% | 減碼 |
| Kovack Advisors, Inc. | 31,022 | $531.0 萬 | 0.25% | +24,168+352.6% | 加碼 |
| Simplicity Wealth,LLC | 30,989 | $530.5 萬 | 0.32% | +826+2.7% | 加碼 |
| Global Retirement Partners, LLC | 30,902 | $529.0 萬 | 0.09% | +14,455+87.9% | 加碼 |
| Wedmont Private Capital | 26,007 | $528.2 萬 | 0.18% | +768+3.0% | 加碼 |
| Signaturefd, LLC | 30,690 | $525.4 萬 | 0.08% | −291−0.9% | 減碼 |
| Krilogy Financial LLC | 23,527 | $524.3 萬 | 0.18% | −3,990−14.5% | 減碼 |
| First American Trust, FSB | 30,376 | $520.0 萬 | 0.36% | −30−0.1% | 減碼 |
| FourThought Financial Partners, LLC | 30,372 | $519.9 萬 | 0.44% | −2,077−6.4% | 減碼 |
| E20 Capital Ltd | 30,282 | $518.4 萬 | 1.87% | +30,282 | 新進 |
| Mainstay Capital Management LLC | 30,146 | $516.0 萬 | 0.40% | +328+1.1% | 加碼 |
| CX Institutional | 29,893 | $511.7 萬 | 0.15% | −1,788−5.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 29,860 | $511.1 萬 | 0.35% | +1,771+6.3% | 加碼 |
| Loup Funds, LLC | 29,822 | $510.5 萬 | 1.49% | +29,822 | 新進 |
| SeaCrest Wealth Management, LLC | 24,824 | $504.1 萬 | 0.51% | +6,333+34.2% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 58,623 | $504.1 萬 | 0.40% | +58,623 | 新進 |
| Romano Brothers and Company | 29,335 | $502.2 萬 | 0.57% | −90−0.3% | 減碼 |
| Foster & Motley Inc | 29,273 | $501.1 萬 | 0.27% | −267−0.9% | 減碼 |
| Montag A & Associates Inc | 29,178 | $500.4 萬 | 0.23% | −22,466−43.5% | 減碼 |
| Ellsworth Advisors, LLC | 22,959 | $499.3 萬 | 0.99% | −1,128−4.7% | 減碼 |
| Martin Capital Advisors, LLP | 28,892 | $494.6 萬 | 2.90% | −410−1.4% | 減碼 |
| Everence Capital Management Inc | 28,890 | $494.5 萬 | 0.29% | 00.0% | 不變 |
| Dakota Wealth Management | 28,731 | $491.8 萬 | 0.09% | +18,992+195.0% | 加碼 |
| Empower Advisory Group, LLC | 28,611 | $489.8 萬 | 0.01% | −984−3.3% | 減碼 |
| Green Alpha Advisors, LLC | 28,566 | $489.0 萬 | 4.48% | −715−2.4% | 減碼 |
| 180 Wealth Advisors, LLC | 28,475 | $487.4 萬 | 0.55% | +4,173+17.2% | 加碼 |
| Genesis Financial Group, LLC | 28,363 | $485.5 萬 | 2.82% | +28,363 | 新進 |
| SevenBridge Financial Group, LLC | 21,723 | $484.1 萬 | 0.78% | −2,740−11.2% | 減碼 |
| HighPoint Advisor Group LLC | 28,262 | $483.8 萬 | 0.11% | +6,148+27.8% | 加碼 |
| Advisory Research Inc | 28,106 | $481.1 萬 | 0.60% | +473+1.7% | 加碼 |
| Bamco Inc | 28,029 | $479.8 萬 | 0.01% | +14,500+107.2% | 加碼 |
| L2 Asset Management, LLC | 27,926 | $478.0 萬 | 0.64% | +10,536+60.6% | 加碼 |
| MWA Asset Management | 27,903 | $477.6 萬 | 2.66% | −2,530−8.3% | 減碼 |
| Cincinnati Specialty Underwriters Insurance CO | 27,830 | $476.4 萬 | 1.10% | 00.0% | 不變 |
| BancorpSouth Bank | 27,798 | $475.8 萬 | 0.28% | +865+3.2% | 加碼 |
| Resources Management Corp | 27,652 | $473.3 萬 | 0.61% | −480−1.7% | 減碼 |
| Stephens Inc | 27,626 | $472.9 萬 | 0.06% | −6,676−19.5% | 減碼 |
| one8zero8, LLC | 27,540 | $471.4 萬 | 1.03% | −2,000−6.8% | 減碼 |
| Leavell Investment Management, Inc. | 27,485 | $471.2 萬 | 0.20% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 27,383 | $468.8 萬 | 1.27% | −8,658−24.0% | 減碼 |
| Evelyn Partners Investment Management Services Ltd | 27,385 | $468.8 萬 | 0.59% | −5,260−16.1% | 減碼 |
| Bryn Mawr Trust Co | 27,326 | $467.8 萬 | 0.11% | −92−0.3% | 減碼 |
| Hel Ved Capital Management Ltd | 27,274 | $466.9 萬 | 1.61% | +27,274 | 新進 |
| WealthShield Partners, LLC | 27,214 | $465.9 萬 | 0.51% | −767−2.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 27,145 | $464.7 萬 | 0.01% | +9,737+55.9% | 加碼 |
| Decker Retirement Planning Inc. | 27,136 | $464.5 萬 | 2.31% | +27,136 | 新進 |
| Boston Private Wealth LLC | 27,011 | $462.4 萬 | 0.27% | −1,223−4.3% | 減碼 |
| WCG Wealth Advisors LLC | 26,994 | $462.1 萬 | 0.13% | +11,191+70.8% | 加碼 |
| Westpac Banking Corp | 26,992 | $462.0 萬 | 0.29% | +7,187+36.3% | 加碼 |
| Hilltop Holdings Inc. | 26,985 | $461.9 萬 | 0.28% | −657−2.4% | 減碼 |
| First Business Financial Services, Inc. | 26,859 | $459.8 萬 | 0.42% | +648+2.5% | 加碼 |
| Compass Capital Corp | 19,568 | $458.8 萬 | 1.76% | +2,124+12.2% | 加碼 |
| E&G Advisors, LP | 26,724 | $457.5 萬 | 1.02% | −450−1.7% | 減碼 |
| CoreCap Advisors, LLC | 26,591 | $455.2 萬 | 0.16% | +20,180+314.8% | 加碼 |
| Jackson Square Capital, LLC | 26,491 | $453.5 萬 | 0.90% | +1,537+6.2% | 加碼 |
| Aaron Wealth Advisors | 26,438 | $452.6 萬 | 0.25% | +2,056+8.4% | 加碼 |
| Sigma Planning Corp | 26,233 | $451.3 萬 | 0.12% | +5,424+26.1% | 加碼 |
| Entropy Technologies, LP | 26,211 | $448.7 萬 | 0.24% | −19,084−42.1% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 26,047 | $445.9 萬 | 0.46% | +26,047 | 新進 |
| OpenArc Corporate Advisory, LLC | 26,031 | $445.6 萬 | 0.07% | +26,031 | 新進 |
| Savant Capital, LLC | 26,009 | $445.2 萬 | 0.03% | −59−0.2% | 減碼 |
| Marshall Financial Group LLC | 25,935 | $444.0 萬 | 0.86% | −7,588−22.6% | 減碼 |
| Decision Investments, Inc | 25,858 | $442.6 萬 | 4.84% | +25,858 | 新進 |
| Triasima Portfolio Management inc. | 25,753 | $440.8 萬 | 0.66% | +25,753 | 新進 |
| LGT Fund Management Co Ltd. | 25,360 | $440.7 萬 | 0.35% | −12,495−33.0% | 減碼 |
| Yarbrough Capital, LLC | 25,732 | $440.5 萬 | 0.14% | 00.0% | 不變 |
| Wood Tarver Financial Group, LLC | 25,661 | $439.2 萬 | 1.23% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 25,618 | $438.5 萬 | 0.22% | +11,348+79.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 25,617 | $438.5 萬 | 0.52% | −1,087−4.1% | 減碼 |
| Spire Wealth Management | 25,600 | $438.2 萬 | 0.15% | +308+1.2% | 加碼 |
| Emmett Investment Management, LP | 23,550 | $435.8 萬 | 3.36% | +23,550 | 新進 |
| Group One Trading, L.P. | 25,341 | $433.8 萬 | 0.13% | +25,341 | 新進 |
| Groesbeck Investment Management Corp | 25,170 | $430.9 萬 | 8.13% | −54−0.2% | 減碼 |
| Aspetuck Financial Management LLC | 25,110 | $429.8 萬 | 2.89% | 00.0% | 不變 |