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 |
|---|---|---|---|---|---|
| Range Financial Group LLC | 25,089 | $429.5 萬 | 1.49% | +18,649+289.6% | 加碼 |
| Silvant Capital Management LLC | 25,049 | $428.8 萬 | 0.14% | −31,723−55.9% | 減碼 |
| SS&H Financial Advisors, Inc. | 25,010 | $428.1 萬 | 1.25% | −650−2.5% | 減碼 |
| Needham Investment Management LLC | 25,000 | $427.9 萬 | 0.27% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 20,677 | $427.9 萬 | 0.09% | +126+0.6% | 加碼 |
| Meeder Asset Management Inc | 24,809 | $424.7 萬 | 0.23% | +17,758+251.9% | 加碼 |
| PFG Advisors | 24,749 | $423.6 萬 | 0.21% | −26,995−52.2% | 減碼 |
| BDF-Gestion | 24,698 | $422.8 萬 | 0.52% | −1,646−6.2% | 減碼 |
| Bay Rivers Group | 24,618 | $421.4 萬 | 1.70% | +2,154+9.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 24,566 | $420.5 萬 | 1.27% | −1,935−7.3% | 減碼 |
| Heritage Trust Co | 24,410 | $417.9 萬 | 0.43% | +586+2.5% | 加碼 |
| Syon Capital LLC | 24,268 | $415.4 萬 | 0.21% | +1,230+5.3% | 加碼 |
| Ostrum Asset Management | 23,996 | $410.8 萬 | 0.20% | −4,276−15.1% | 減碼 |
| Circle Wealth Management, LLC | 23,914 | $409.4 萬 | 0.06% | +4,435+22.8% | 加碼 |
| Harfst & Associates, Inc. | 23,906 | $409.2 萬 | 0.74% | −2,591−9.8% | 減碼 |
| Moors & Cabot, Inc. | 23,803 | $407.5 萬 | 0.17% | −576−2.4% | 減碼 |
| Cary Street Partners Financial LLC | 23,514 | $402.5 萬 | 0.10% | −850−3.5% | 減碼 |
| Arete Wealth Advisors, LLC | 23,490 | $402.1 萬 | 0.28% | +16,623+242.1% | 加碼 |
| Ascent Group, LLC | 23,368 | $400.0 萬 | 0.14% | +1,485+6.8% | 加碼 |
| Warren Averett Asset Management, LLC | 23,203 | $397.2 萬 | 0.03% | +14,597+169.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 23,100 | $395.4 萬 | 0.42% | −550−2.3% | 減碼 |
| Gunderson Capital Management Inc. | 23,054 | $394.6 萬 | 1.78% | +23,054 | 新進 |
| Eads & Heald Wealth Management | 22,988 | $393.5 萬 | 1.90% | −1,390−5.7% | 減碼 |
| Cornerstone Select Advisors, LLC | 22,907 | $392.1 萬 | 2.72% | −659−2.8% | 減碼 |
| Magnus Financial Group LLC | 22,889 | $391.8 萬 | 0.30% | +51+0.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 22,797 | $390.2 萬 | 0.26% | −15,022−39.7% | 減碼 |
| Phraction Management LLC | 22,474 | $384.7 萬 | 1.03% | −80−0.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 22,379 | $383.0 萬 | 0.23% | +181+0.8% | 加碼 |
| Buckhead Capital Management LLC | 22,330 | $382.2 萬 | 1.37% | −11,594−34.2% | 減碼 |
| IHT Wealth Management, LLC | 22,307 | $381.9 萬 | 0.09% | −851−3.7% | 減碼 |
| Matthews International Capital Management LLC | 22,105 | $378.4 萬 | 1.15% | −644−2.8% | 減碼 |
| Signature Resources Capital Management, LLC | 22,098 | $378.3 萬 | 1.91% | +24+0.1% | 加碼 |
| Trust Co of Vermont | 22,061 | $377.6 萬 | 0.16% | −272−1.2% | 減碼 |
| Change Path, LLC | 21,972 | $376.1 萬 | 0.09% | +1,662+8.2% | 加碼 |
| Winslow Capital Management, LLC | 21,970 | $376.1 萬 | 0.01% | −769−3.4% | 減碼 |
| Central Trust Co | 21,890 | $374.7 萬 | 0.07% | −17−0.1% | 減碼 |
| Hillsdale Investment Management Inc. | 21,740 | $372.1 萬 | 0.10% | +12,560+136.8% | 加碼 |
| Chicago Partners Investment Group LLC | 16,936 | $369.1 萬 | 0.09% | −113−0.7% | 減碼 |
| Cresset Asset Management, LLC | 21,491 | $368.4 萬 | 0.02% | +1,108+5.4% | 加碼 |
| O'Neil Global Advisors, Inc. | 21,507 | $368.2 萬 | 1.27% | +15,403+252.3% | 加碼 |
| ABN AMRO Bank N.V. | 21,487 | $365.6 萬 | 0.03% | +1,205+5.9% | 加碼 |
| Gradient Capital Advisors, LLC | 21,357 | $365.6 萬 | 0.94% | −578−2.6% | 減碼 |
| Platform Technology Partners | 21,260 | $363.9 萬 | 0.77% | +65+0.3% | 加碼 |
| Morse Asset Management, Inc | 21,130 | $361.7 萬 | 0.72% | +710+3.5% | 加碼 |
| Three Seasons Wealth, LLC | 21,096 | $361.7 萬 | 0.34% | +17,167+436.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 21,038 | $360.1 萬 | 0.27% | −1,423−6.3% | 減碼 |
| Fortis Group Advisors, LLC | 15,414 | $358.9 萬 | 0.60% | −157−1.0% | 減碼 |
| BankPlus Trust Department | 20,948 | $358.6 萬 | 0.94% | −194−0.9% | 減碼 |
| Brown Brothers Harriman & Co | 20,947 | $358.6 萬 | 0.02% | +5,076+32.0% | 加碼 |
| Camden Capital, LLC | 20,908 | $357.9 萬 | 0.23% | −2,535−10.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 20,884 | $357.5 萬 | 0.24% | −59−0.3% | 減碼 |
| Brookstone Capital Management | 20,884 | $357.5 萬 | 0.04% | +3,446+19.8% | 加碼 |
| Clearstead Advisors, LLC | 20,839 | $356.7 萬 | 0.05% | +1,228+6.3% | 加碼 |
| Cloverfields Capital Group, LP | 20,765 | $355.5 萬 | 1.10% | +373+1.8% | 加碼 |
| Keudell/Morrison Wealth Management | 20,753 | $355.2 萬 | 0.75% | +20,753 | 新進 |
| Northwest & Ethical Investments L.P. | 20,661 | $354.6 萬 | 0.08% | −12,587−37.9% | 減碼 |
| Spirepoint Private Client, LLC | 20,619 | $353.0 萬 | 0.34% | +19+0.1% | 加碼 |
| Pinnacle Financial Partners, Inc. | 20,564 | $352.0 萬 | 0.03% | +20,564 | 新進 |
| True North Advisors, LLC | 20,523 | $351.3 萬 | 0.45% | −12,160−37.2% | 減碼 |
| Albert D Mason Inc | 20,452 | $350.1 萬 | 2.30% | −44−0.2% | 減碼 |
| Davenport & Co LLC | 20,441 | $349.9 萬 | 0.02% | −5,248−20.4% | 減碼 |
| J. Stern & Co. LLP | 3,459,377 | $345.9 萬 | 0.29% | +3,371,283+3,826.9% | 加碼 |
| Atlas Capital Advisors LLC | 20,204 | $345.9 萬 | 0.39% | +20,204 | 新進 |
| ICICI Prudential Asset Management Co Ltd | 20,158 | $345.1 萬 | 0.40% | +722+3.7% | 加碼 |
| LCNB Corp | 20,079 | $343.7 萬 | 1.15% | −1,500−7.0% | 減碼 |
| Regions Financial Corp | 20,078 | $343.7 萬 | 0.02% | +1,673+9.1% | 加碼 |
| Invera Wealth Advisors, LLC | 20,004 | $342.4 萬 | 2.16% | −2,108−9.5% | 減碼 |
| Cornerstone Advisors, LLC | 20,000 | $342.4 萬 | 0.11% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 19,889 | $340.5 萬 | 0.84% | −1,623−7.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 19,822 | $339.3 萬 | 0.23% | −1,605−7.5% | 減碼 |
| Accurate Wealth Management, LLC | 15,523 | $338.1 萬 | 0.43% | +1,215+8.5% | 加碼 |
| TCW Group Inc | 19,745 | $338.0 萬 | 0.02% | +19,745 | 新進 |
| Alternative Investment Advisors, LLC. | 19,689 | $337.1 萬 | 1.46% | −619−3.0% | 減碼 |
| Weatherly Asset Management L. P. | 19,662 | $337.1 萬 | 0.26% | −688−3.4% | 減碼 |
| RFG Advisory, LLC | 19,684 | $337.0 萬 | 0.06% | +5,553+39.3% | 加碼 |
| Trust Co of Toledo NA | 19,620 | $335.9 萬 | 0.33% | −585−2.9% | 減碼 |
| Integrated Wealth Concepts LLC | 19,510 | $334.0 萬 | 0.04% | −30,158−60.7% | 減碼 |
| Independent Financial Group, LLC | 19,501 | $333.8 萬 | 0.07% | +5,536+39.6% | 加碼 |
| Kera Capital Partners, Inc. | 14,237 | $332.4 萬 | 0.41% | +413+3.0% | 加碼 |
| Sowell Financial Services LLC | 19,364 | $331.5 萬 | 0.12% | −96−0.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 19,329 | $331.4 萬 | 0.09% | +6,897+55.5% | 加碼 |
| Leelyn Smith, LLC | 19,310 | $330.5 萬 | 0.48% | −1,771−8.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 19,246 | $329.5 萬 | 0.26% | −28−0.1% | 減碼 |
| Kuhn & Co Investment Counsel | 19,191 | $328.5 萬 | 2.19% | +60+0.3% | 加碼 |
| Wealthspire Advisors, LLC | 19,151 | $327.8 萬 | 0.03% | +6,125+47.0% | 加碼 |
| Parallel Advisors, LLC | 19,130 | $327.5 萬 | 0.06% | +252+1.3% | 加碼 |
| Noesis Capital Mangement Corp | 19,123 | $327.4 萬 | 0.47% | 00.0% | 不變 |
| Buckingham Strategic Partners | 18,907 | $323.7 萬 | 0.04% | −792−4.0% | 減碼 |
| Torrey Growth & Income Advisors | 18,900 | $323.5 萬 | 1.13% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 18,872 | $323.1 萬 | 0.05% | +757+4.2% | 加碼 |
| Bridgeway Capital Management, LLC | 18,800 | $321.8 萬 | 0.07% | +18,800 | 新進 |
| Equitable Holdings, Inc. | 18,796 | $321.7 萬 | 0.02% | +890+5.0% | 加碼 |
| Trustmark National Bank Trust Department | 18,771 | $321.3 萬 | 0.20% | −585−3.0% | 減碼 |
| Wedbush Securities Inc | 18,744 | $320.9 萬 | 0.09% | −1,061−5.4% | 減碼 |
| Matisse Capital | 18,737 | $320.7 萬 | 1.43% | −5,993−24.2% | 減碼 |
| Qtron Investments LLC | 18,624 | $318.8 萬 | 0.41% | −7,209−27.9% | 減碼 |
| Perpetual Ltd | 18,616 | $318.7 萬 | 0.05% | −325−1.7% | 減碼 |
| Pensionfund Sabic | 18,600 | $318.4 萬 | 0.86% | −3,000−13.9% | 減碼 |
| Darwin Advisors, LLC | 18,554 | $317.6 萬 | 0.99% | −16,294−46.8% | 減碼 |
| Shelton Wealth Management, LLC | 18,428 | $315.5 萬 | 1.38% | +624+3.5% | 加碼 |