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 3,142 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。
2026 年第 2 季 13F 持有人
Lam Research Corp 在 2026/6/30 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
- 3,142
- 較 2026 年第 1 季 +522 家
- 持有股數
- 10.8 億
- 較 2026 年第 1 季 +4,613 萬 (+4.5%)
- 總市值
- $4,635 億
- 較 2026 年第 1 季 +$2,443 億 (+111.4%)
- 新進機構
- 618
- 另有 1,077 家加碼
- 清倉機構
- 96
- 另有 1,177 家減碼
另有 32 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 3,142 | $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 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 132,727,776 | $575.1 億 | 0.86% | −124,544−0.1% | 減碼 |
| Vanguard Capital Management LLC | 81,683,639 | $354.0 億 | 0.76% | +527,895+0.7% | 加碼 |
| State Street Corp | 60,704,130 | $263.2 億 | 0.78% | +1,545,830+2.6% | 加碼 |
| Invesco Ltd. | 52,319,973 | $226.7 億 | 1.79% | +1,855,654+3.7% | 加碼 |
| JPMorgan Chase & Co | 45,317,479 | $186.2 億 | 1.09% | +12,604,546+38.5% | 加碼 |
| Vanguard Portfolio Management LLC | 36,635,534 | $158.8 億 | 0.72% | −425,429−1.1% | 減碼 |
| Geode Capital Management, LLC | 34,506,240 | $149.2 億 | 0.80% | −669,686−1.9% | 減碼 |
| FMR LLC | 33,677,858 | $145.9 億 | 0.63% | +103,016+0.3% | 加碼 |
| Price T Rowe Associates Inc | 24,596,295 | $106.6 億 | 1.07% | +11,356,938+85.8% | 加碼 |
| Morgan Stanley | 19,217,787 | $83.3 億 | 0.44% | +246,665+1.3% | 加碼 |
| Norges Bank | 18,123,399 | $78.5 億 | 0.78% | +18,123,399 | 新進 |
| Ameriprise Financial Inc | 17,334,906 | $75.1 億 | 1.52% | −3,453,224−16.6% | 減碼 |
| Northern Trust Corp | 14,014,491 | $60.7 億 | 0.71% | −174,860−1.2% | 減碼 |
| Franklin Resources Inc | 13,065,549 | $56.6 億 | 1.23% | +1,272,030+10.8% | 加碼 |
| Goldman Sachs Group Inc | 12,724,387 | $55.1 億 | 0.58% | +2,246,660+21.4% | 加碼 |
| UBS Asset Management Americas Inc | 12,514,990 | $54.2 億 | 0.99% | −909,026−6.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 12,269,198 | $53.2 億 | 2.36% | −910,620−6.9% | 減碼 |
| Bank of America Corp | 11,244,147 | $48.7 億 | 0.31% | +584,489+5.5% | 加碼 |
| Van Eck Associates Corp | 11,089,395 | $48.1 億 | 2.93% | +8,922,854+411.8% | 加碼 |
| Legal & General Group Plc | 10,373,392 | $45.0 億 | 0.94% | −677,520−6.1% | 減碼 |
| Jupiter Topco LLC | 9,884,116 | $42.8 億 | 1.75% | +9,884,116 | 新進 |
| Coatue Management LLC大師Coatue | 9,441,603 | $40.9 億 | 8.41% | −601,902−6.0% | 減碼 |
| Amundi | 9,426,153 | $40.8 億 | 0.98% | −721,326−7.1% | 減碼 |
| Nuveen, LLC | 9,226,979 | $40.0 億 | 0.95% | −1,779,648−16.2% | 減碼 |
| Bank of New York Mellon Corp | 8,717,571 | $37.8 億 | 0.62% | −214,867−2.4% | 減碼 |
| Charles Schwab Investment Management Inc | 7,698,872 | $33.4 億 | 0.44% | −69,024−0.9% | 減碼 |
| UBS Group AG | 7,688,281 | $33.3 億 | 0.53% | +1,161,848+17.8% | 加碼 |
| Wells Fargo & Company | 7,313,492 | $31.7 億 | 0.55% | +2,171,708+42.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 7,186,297 | $31.1 億 | 0.69% | −20,876−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 5,956,458 | $25.8 億 | 0.47% | −356,158−5.6% | 減碼 |
| Barclays PLC | 5,764,785 | $25.0 億 | 0.79% | +99,053+1.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,464,726 | $23.7 億 | 5.34% | −1,439,480−20.8% | 減碼 |
| Nordea Investment Management AB | 4,966,479 | $21.4 億 | 1.75% | −1,223,210−19.8% | 減碼 |
| Swedbank AB | 4,649,445 | $20.1 億 | 1.74% | +1,060,858+29.6% | 加碼 |
| Deutsche Bank AG | 4,390,915 | $19.0 億 | 0.55% | −108,365−2.4% | 減碼 |
| Citigroup Inc | 4,210,122 | $18.2 億 | 0.85% | +601,656+16.7% | 加碼 |
| HSBC Holdings PLC | 3,992,454 | $17.3 億 | 0.83% | +601,265+17.7% | 加碼 |
| Voya Investment Management LLC | 3,800,281 | $16.5 億 | 1.42% | −182,005−4.6% | 減碼 |
| California Public Employees Retirement System | 3,648,551 | $15.8 億 | 0.89% | −2,222,348−37.9% | 減碼 |
| First Trust Advisors LP | 3,617,460 | $15.7 億 | 0.92% | −608,094−14.4% | 減碼 |
| Canada Pension Plan Investment Board | 3,559,222 | $15.4 億 | 0.85% | +711,724+25.0% | 加碼 |
| Jennison Associates LLC | 3,526,442 | $15.3 億 | 0.92% | +153,136+4.5% | 加碼 |
| Swiss National Bank | 3,522,000 | $15.3 億 | 0.80% | −164,200−4.5% | 減碼 |
| AQR Capital Management LLC | 3,485,364 | $15.1 億 | 0.53% | +33,301+1.0% | 加碼 |
| American Century Companies Inc | 3,447,645 | $14.9 億 | 0.66% | +164,900+5.0% | 加碼 |
| National Pension Service | 3,362,878 | $14.6 億 | 0.94% | −1,732−0.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,312,931 | $14.4 億 | 0.80% | +145,071+4.6% | 加碼 |
| Royal Bank of Canada | 3,164,348 | $13.7 億 | 0.23% | +117,841+3.9% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 3,163,495 | $13.7 億 | 5.72% | −736,944−18.9% | 減碼 |
| SG Americas Securities, LLC | 3,105,123 | $13.5 億 | 0.77% | +2,018,759+185.8% | 加碼 |
| Alkeon Capital Management LLC | 3,050,456 | $13.2 億 | 5.10% | −850,000−21.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,000,953 | $13.0 億 | 0.74% | −98,360−3.2% | 減碼 |
| Envestnet Asset Management Inc | 2,958,917 | $12.8 億 | 0.30% | +99,166+3.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,869,530 | $12.4 億 | 0.65% | +602,668+26.6% | 加碼 |
| Rafferty Asset Management, LLC | 2,774,672 | $12.0 億 | 2.74% | +989,215+55.4% | 加碼 |
| Allianz Asset Management GmbH | 2,746,179 | $11.9 億 | 1.10% | −211,640−7.2% | 減碼 |
| TD Asset Management Inc | 2,721,682 | $11.8 億 | 1.02% | −335,192−11.0% | 減碼 |
| Vanguard Global Advisers, LLC | 2,705,819 | $11.7 億 | 0.55% | −35,013−1.3% | 減碼 |
| Pictet Asset Management Holding SA | 2,652,682 | $11.5 億 | 1.10% | −252,680−8.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,646,799 | $11.5 億 | 0.57% | +6,890+0.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,491,039 | $10.8 億 | 1.08% | −953,100−27.7% | 減碼 |
| Bank of Montreal | 2,447,595 | $10.6 億 | 0.39% | +425,619+21.0% | 加碼 |
| Vanguard Asset Management, Ltd | 2,439,339 | $10.6 億 | 0.71% | +256,424+11.7% | 加碼 |
| Polar Capital Holdings Plc | 2,358,946 | $10.2 億 | 2.90% | +445,455+23.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,337,161 | $10.1 億 | 0.80% | +93,238+4.2% | 加碼 |
| Rhumbline Advisers | 2,271,281 | $9.84 億 | 0.74% | −25,869−1.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,158,692 | $9.27 億 | 2.40% | −53,163−2.4% | 減碼 |
| Acadian Asset Management LLC | 2,090,516 | $9.06 億 | 1.08% | −901,366−30.1% | 減碼 |
| Oaktop Capital Management II, L.P. | 2,061,054 | $8.93 億 | 38.00% | −188,340−8.4% | 減碼 |
| Russell Investments Group, Ltd. | 2,054,067 | $8.82 億 | 0.77% | −90,022−4.2% | 減碼 |
| Principal Financial Group Inc | 1,924,829 | $8.34 億 | 0.41% | +85,089+4.6% | 加碼 |
| California State Teachers Retirement System | 1,895,716 | $8.21 億 | 0.76% | −27,226−1.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,835,997 | $7.96 億 | 0.98% | −224,778−10.9% | 減碼 |
| Truist Financial Corp | 1,725,883 | $7.48 億 | 0.90% | +13,343+0.8% | 加碼 |
| Capital Research Global Investors | 1,702,812 | $7.38 億 | 0.10% | −901,671−34.6% | 減碼 |
| Nomura Asset Management International Inc. | 1,670,147 | $7.24 億 | 1.09% | +1,651,228+8,727.9% | 加碼 |
| Colony Group, LLC | 1,642,921 | $7.12 億 | 0.73% | −882,768−35.0% | 減碼 |
| KBC Group NV | 1,610,743 | $6.98 億 | 1.51% | +50,329+3.2% | 加碼 |
| Bank of Nova Scotia | 1,598,917 | $6.93 億 | 1.05% | +659,434+70.2% | 加碼 |
| Mackenzie Financial Corp | 1,582,810 | $6.86 億 | 0.69% | −34,542−2.1% | 減碼 |
| Neuberger Berman Group LLC | 1,580,708 | $6.85 億 | 0.46% | +117,662+8.0% | 加碼 |
| Lord, Abbett & Co. LLC | 1,553,975 | $6.73 億 | 1.93% | +2,946+0.2% | 加碼 |
| Raymond James Financial Inc | 1,550,110 | $6.72 億 | 0.18% | −119,116−7.1% | 減碼 |
| LPL Financial LLC | 1,543,253 | $6.69 億 | 0.15% | +60,611+4.1% | 加碼 |
| ProShare Advisors LLC | 1,530,097 | $6.63 億 | 0.96% | −431,649−22.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,490,242 | $6.46 億 | 1.23% | +229,836+18.2% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 1,446,858 | $6.27 億 | 0.89% | +682,595+89.3% | 加碼 |
| National Bank of Canada | 1,446,518 | $6.27 億 | 0.55% | −1,027,923−41.5% | 減碼 |
| Citadel Advisors LLC | 1,420,975 | $6.16 億 | 0.35% | +306,243+27.5% | 加碼 |
| Victory Capital Management Inc | 1,412,598 | $6.12 億 | 0.34% | −106,313−7.0% | 減碼 |
| Alliancebernstein L.P. | 2,856,424 | $6.10 億 | 0.22% | −109,954−3.7% | 減碼 |
| Schroder Investment Management Group | 1,403,422 | $6.08 億 | 0.43% | −178,945−11.3% | 減碼 |
| Prudential Financial Inc | 1,399,209 | $6.06 億 | 0.66% | −321,622−18.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,353,418 | $5.86 億 | 0.90% | −75,813−5.3% | 減碼 |
| Susquehanna International Group, LLP | 1,343,503 | $5.82 億 | 0.52% | +424,728+46.2% | 加碼 |
| New York State Common Retirement Fund | 1,331,786 | $5.77 億 | 0.73% | −89,100−6.3% | 減碼 |
| Bessemer Group Inc | 1,330,815 | $5.77 億 | 0.79% | +536,711+67.6% | 加碼 |
| Anther Capital Ltd | 1,254,487 | $5.44 億 | 13.92% | +741,080+144.3% | 加碼 |
| Massachusetts Financial Services Co | 1,218,684 | $5.40 億 | 0.17% | −2,090,837−63.2% | 減碼 |
| Wellington Management Group LLP | 1,215,581 | $5.27 億 | 0.09% | +904,824+291.2% | 加碼 |