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。
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
- 3,143
- 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 1,178 家減碼
另有 31 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 | 3,143 | $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 |
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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 74,391 | $3,224 萬 | 0.92% | −2,476−3.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,978 | $3,206 萬 | 0.47% | −1,659−2.2% | 減碼 |
| Carderock Capital Management Inc | 73,797 | $3,198 萬 | 7.02% | −22,001−23.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 72,928 | $3,160 萬 | 2.25% | −1,697−2.3% | 減碼 |
| TIAA Wealth Investment Management LLC | 72,688 | $3,150 萬 | 0.21% | +54,630+302.5% | 加碼 |
| Institute for Wealth Management, LLC. | 72,370 | $3,136 萬 | 2.77% | −150.0% | 減碼 |
| Prospera Financial Services Inc | 71,870 | $3,115 萬 | 0.45% | −14,687−17.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 95,284 | $3,107 萬 | 0.58% | +28,705+43.1% | 加碼 |
| Fulcrum Capital LLC | 71,266 | $3,088 萬 | 6.26% | −5,127−6.7% | 減碼 |
| Eldred Rock Partners, LLC | 71,251 | $3,088 萬 | 6.64% | +4,289+6.4% | 加碼 |
| TritonPoint Partners, LLC | 70,828 | $3,071 萬 | 2.55% | +60,917+614.6% | 加碼 |
| Fred Alger Management, LLC | 70,721 | $3,066 萬 | 0.10% | +34,082+93.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 70,231 | $3,043 萬 | 1.13% | +62,557+815.2% | 加碼 |
| Atria Investments LLC | 69,785 | $3,024 萬 | 0.30% | +5,274+8.2% | 加碼 |
| KWMG, LLC | 69,644 | $3,018 萬 | 2.18% | −2,540−3.5% | 減碼 |
| Central Bank & Trust Co | 69,561 | $3,014 萬 | 4.27% | −7,638−9.9% | 減碼 |
| Westerkirk Capital Inc. | 69,320 | $3,004 萬 | 2.89% | +300+0.4% | 加碼 |
| Hartford Investment Management Co | 69,116 | $2,995 萬 | 0.85% | −2,041−2.9% | 減碼 |
| Commerce Bank | 68,997 | $2,990 萬 | 0.13% | −3,578−4.9% | 減碼 |
| Prime Capital Investment Advisors, LLC | 68,606 | $2,973 萬 | 0.29% | +27,590+67.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 68,548 | $2,970 萬 | 0.73% | +23,052+50.7% | 加碼 |
| Naples Global Advisors, LLC | 67,346 | $2,920 萬 | 1.80% | −4,199−5.9% | 減碼 |
| Banque Pictet & Cie SA | 67,344 | $2,918 萬 | 0.30% | −18,298−21.4% | 減碼 |
| Maryland State Retirement & Pension System | 67,294 | $2,916 萬 | 0.50% | +4,194+6.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 67,276 | $2,915 萬 | 0.15% | −3,252−4.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 66,681 | $2,889 萬 | 0.92% | −5,100−7.1% | 減碼 |
| Impax Asset Management Group plc | 66,443 | $2,879 萬 | 0.19% | −2,633−3.8% | 減碼 |
| Boston Trust Walden Corp | 66,424 | $2,878 萬 | 0.22% | +1,474+2.3% | 加碼 |
| China Universal Asset Management Co., Ltd. | 65,644 | $2,846 萬 | 1.70% | +4,796+7.9% | 加碼 |
| Diversify Wealth Management, LLC | 97,064 | $2,830 萬 | 0.48% | −1,517−1.5% | 減碼 |
| Diversify Advisory Services, LLC | 97,064 | $2,830 萬 | 0.48% | +94,496+3,679.8% | 加碼 |
| 11 Capital Partners LP | 65,290 | $2,829 萬 | 8.29% | +65,290 | 新進 |
| Carret Asset Management, LLC | 65,068 | $2,820 萬 | 2.47% | −6,838−9.5% | 減碼 |
| Proem Advisors LLC | 65,000 | $2,817 萬 | 5.79% | +65,000 | 新進 |
| Convergence Investment Partners, LLC | 64,972 | $2,815 萬 | 2.67% | +14,074+27.7% | 加碼 |
| Science & Technology Partners, L.P. | 64,913 | $2,813 萬 | 4.74% | −43,787−40.3% | 減碼 |
| Cullinan Associates Inc | 64,500 | $2,795 萬 | 2.11% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 64,446 | $2,794 萬 | 0.54% | +195+0.3% | 加碼 |
| Integrated Wealth Concepts LLC | 63,727 | $2,761 萬 | 0.18% | −5,061−7.4% | 減碼 |
| Stanley-Laman Group, Ltd. | 63,629 | $2,757 萬 | 2.80% | −2,289−3.5% | 減碼 |
| NS Partners Ltd | 63,560 | $2,754 萬 | 1.18% | +63,560 | 新進 |
| MidFirst Bank | 63,391 | $2,747 萬 | 1.95% | +543+0.9% | 加碼 |
| Tritonpoint Wealth, LLC | 62,831 | $2,723 萬 | 2.68% | −4,637−6.9% | 減碼 |
| Freestone Grove Partners LP | 62,801 | $2,721 萬 | 0.18% | −21,843−25.8% | 減碼 |
| Westwood Holdings Group Inc. | 62,290 | $2,699 萬 | 0.20% | −909−1.4% | 減碼 |
| New Mexico Educational Retirement Board | 62,130 | $2,692 萬 | 0.68% | +4,300+7.4% | 加碼 |
| Strategic Planning Group, LLC | 61,856 | $2,680 萬 | 2.92% | +13,931+29.1% | 加碼 |
| CAPROCK Group, Inc. | 60,723 | $2,633 萬 | 0.50% | −2,121−3.4% | 減碼 |
| Brookstone Capital Management | 60,735 | $2,632 萬 | 0.26% | +29,701+95.7% | 加碼 |
| Rench Wealth Management, Inc. | 60,262 | $2,611 萬 | 7.01% | −11,284−15.8% | 減碼 |
| Modera Wealth Management, LLC | 59,586 | $2,582 萬 | 0.28% | −10,425−14.9% | 減碼 |
| Marsico Capital Management LLC | 59,204 | $2,565 萬 | 0.67% | −263−0.4% | 減碼 |
| Valley National Advisers Inc | 59,166 | $2,564 萬 | 2.85% | −1,259−2.1% | 減碼 |
| Boothbay Fund Management, LLC | 58,986 | $2,556 萬 | 0.49% | +9,947+20.3% | 加碼 |
| Pittenger & Anderson Inc | 58,963 | $2,555 萬 | 0.91% | −7,990−11.9% | 減碼 |
| Umb Bank N A | 58,708 | $2,544 萬 | 0.32% | −531−0.9% | 減碼 |
| SIH Partners, LLLP | 58,341 | $2,528 萬 | 1.05% | +52,475+894.6% | 加碼 |
| Arvest Bank Trust Division | 58,319 | $2,527 萬 | 1.23% | −1,519−2.5% | 減碼 |
| Farther Finance Advisors, LLC | 58,476 | $2,527 萬 | 0.20% | +4,102+7.5% | 加碼 |
| Aviance Capital Partners, LLC | 58,147 | $2,520 萬 | 2.62% | −22,505−27.9% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 58,037 | $2,515 萬 | 0.40% | +3,431+6.3% | 加碼 |
| Elemental Capital Partners LLC | 57,710 | $2,501 萬 | 5.25% | +225+0.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 57,351 | $2,485 萬 | 0.58% | +1,430+2.6% | 加碼 |
| Monolith Management Ltd | 57,100 | $2,474 萬 | 14.91% | +57,100 | 新進 |
| Fort Sheridan Advisors LLC | 56,762 | $2,460 萬 | 2.65% | −67−0.1% | 減碼 |
| Amica Mutual Insurance Co | 56,569 | $2,451 萬 | 2.04% | −7,343−11.5% | 減碼 |
| Rockline Wealth Management, LLC | 56,191 | $2,435 萬 | 4.66% | +59+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 56,086 | $2,430 萬 | 0.65% | −233−0.4% | 減碼 |
| Foundations Investment Advisors, LLC | 55,439 | $2,402 萬 | 0.25% | −1,173−2.1% | 減碼 |
| McBroom & Associates, LLC | 55,403 | $2,401 萬 | 12.07% | −8,009−12.6% | 減碼 |
| Means Investment Co., Inc. | 55,238 | $2,394 萬 | 1.81% | −1,377−2.4% | 減碼 |
| River Wealth Advisors LLC | 55,083 | $2,387 萬 | 2.50% | +4,805+9.6% | 加碼 |
| Insight Wealth Strategies, LLC | 60,806 | $2,379 萬 | 2.32% | −8,362−12.1% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 54,795 | $2,374 萬 | 0.86% | +4,216+8.3% | 加碼 |
| Copeland Capital Management, LLC | 54,547 | $2,364 萬 | 0.49% | +2,435+4.7% | 加碼 |
| EP Wealth Advisors, LLC | 54,320 | $2,354 萬 | 0.09% | +737+1.4% | 加碼 |
| Banque Cantonale Vaudoise | 53,467 | $2,317 萬 | 0.90% | −15,853−22.9% | 減碼 |
| Horizon Investment Services, LLC | 53,449 | $2,316 萬 | 6.44% | −1,167−2.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 65,453 | $2,312 萬 | 0.59% | −9,464−12.6% | 減碼 |
| Congress Asset Management Co | 53,337 | $2,311 萬 | 0.14% | +7,056+15.2% | 加碼 |
| Sterling Capital Management LLC | 53,165 | $2,304 萬 | 0.39% | −29,800−35.9% | 減碼 |
| Sierra Summit Advisors LLC | 53,034 | $2,298 萬 | 2.57% | +1,319+2.6% | 加碼 |
| Ballentine Partners, LLC | 53,012 | $2,297 萬 | 0.28% | +724+1.4% | 加碼 |
| Nishkama Capital, LLC | 52,980 | $2,296 萬 | 2.59% | +52,980 | 新進 |
| Siemens Fonds Invest GmbH | 52,745 | $2,286 萬 | 1.12% | −1,080−2.0% | 減碼 |
| First Manhattan Co | 52,227 | $2,265 萬 | 0.06% | −9,987−16.1% | 減碼 |
| VestGen Advisors, LLC | 51,969 | $2,252 萬 | 0.66% | +265+0.5% | 加碼 |
| E20 Capital Ltd | 51,894 | $2,249 萬 | 1.81% | +51,894 | 新進 |
| Oppenheimer & Co Inc | 51,877 | $2,248 萬 | 0.24% | +5,349+11.5% | 加碼 |
| Greenleaf Trust | 51,866 | $2,248 萬 | 0.22% | +392+0.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 51,587 | $2,235 萬 | 1.20% | −10,646−17.1% | 減碼 |
| Sculptor Capital LP | 51,200 | $2,219 萬 | 0.23% | −397,800−88.6% | 減碼 |
| Metis Global Partners, LLC | 50,719 | $2,198 萬 | 0.50% | +5,500+12.2% | 加碼 |
| Summit Street Capital Management, LLC | 50,428 | $2,185 萬 | 3.07% | −51,053−50.3% | 減碼 |
| Capital Wealth Planning, LLC | 50,366 | $2,183 萬 | 0.11% | −1,960−3.7% | 減碼 |
| Marco Investment Management LLC | 50,270 | $2,178 萬 | 1.43% | −9,100−15.3% | 減碼 |
| Summit Trail Advisors, LLC | 50,141 | $2,173 萬 | 0.27% | −2,451−4.7% | 減碼 |
| Maytus Capital Management, LLC | 50,000 | $2,167 萬 | 3.41% | +50,000 | 新進 |
| Fifth Third Wealth Advisors LLC | 49,903 | $2,162 萬 | 0.60% | +1,670+3.5% | 加碼 |
| Spire Wealth Management | 49,914 | $2,160 萬 | 0.65% | −2,907−5.5% | 減碼 |