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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,300 | $56.3 萬 | 0.00% | +1,300 | 新進 |
| Isthmus Partners, LLC | 1,300 | $56.3 萬 | 0.05% | −100−7.1% | 減碼 |
| Carrera Capital Advisors | 1,299 | $56.3 萬 | 0.08% | +201+18.3% | 加碼 |
| Union Savings Bank | 1,302 | $56.4 萬 | 0.23% | 00.0% | 不變 |
| Integrity Advisory Solutions, LLC | 1,302 | $56.5 萬 | 0.06% | +132+11.3% | 加碼 |
| Earnest Partners LLC | 1,304 | $56.5 萬 | 0.00% | +85+7.0% | 加碼 |
| Howard Financial Services, Ltd. | 1,308 | $56.7 萬 | 0.06% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 1,308 | $56.7 萬 | 0.07% | +296+29.2% | 加碼 |
| Alamea Verwaltungs GmbH | 1,308 | $56.7 萬 | 0.45% | +1,308 | 新進 |
| PUREfi Wealth, LLC | 1,309 | $56.7 萬 | 0.31% | +1,309 | 新進 |
| Ground Swell Capital, LLC | 1,312 | $56.9 萬 | 0.61% | +1,312 | 新進 |
| Sutton Place Investors LLC | 1,319 | $57.2 萬 | 0.28% | +26+2.0% | 加碼 |
| TRB Wealth Management, LLC | 1,320 | $57.2 萬 | 0.08% | +202+18.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,320 | $57.2 萬 | 0.01% | −850−39.2% | 減碼 |
| South Shore Capital Advisors | 1,322 | $57.3 萬 | 0.38% | −9−0.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 1,324 | $57.4 萬 | 0.03% | −150−10.2% | 減碼 |
| Wealth Effects LLC | 1,325 | $57.4 萬 | 0.15% | 00.0% | 不變 |
| Cogent Private Wealth, Inc. | 1,326 | $57.5 萬 | 0.36% | +51+4.0% | 加碼 |
| Argent Advisors, Inc. | 1,329 | $57.6 萬 | 0.14% | 00.0% | 不變 |
| South Plains Financial, Inc. | 1,330 | $57.6 萬 | 0.31% | +572+75.5% | 加碼 |
| Sage Mountain Advisors LLC | 1,333 | $57.7 萬 | 0.04% | +1,333 | 新進 |
| Pettyjohn, Wood & White, Inc | 1,339 | $58.0 萬 | 0.08% | +79+6.3% | 加碼 |
| RVW Wealth, LLC | 1,340 | $58.1 萬 | 0.04% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 1,341 | $58.1 萬 | 0.01% | +317+31.0% | 加碼 |
| Peak Retirement Planning, Inc. | 1,342 | $58.1 萬 | 0.09% | +1,342 | 新進 |
| New World Advisors LLC | 1,343 | $58.2 萬 | 0.10% | +115+9.4% | 加碼 |
| Quantessence Capital LLC | 1,347 | $58.4 萬 | 1.72% | −1,045−43.7% | 減碼 |
| Frederick Financial Consultants, LLC | 1,348 | $58.4 萬 | 0.25% | +1,348 | 新進 |
| Third View Private Wealth, LLC | 1,350 | $58.5 萬 | 0.07% | +1,350 | 新進 |
| Covenant Asset Management, LLC | 1,350 | $58.5 萬 | 0.10% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 1,352 | $58.6 萬 | 0.10% | +53+4.1% | 加碼 |
| Winthrop Advisory Group LLC | 1,352 | $58.6 萬 | 0.04% | +393+41.0% | 加碼 |
| Northwest Wealth Management, LLC | 1,358 | $58.8 萬 | 0.08% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 1,360 | $58.9 萬 | 0.07% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 1,360 | $58.9 萬 | 0.08% | 00.0% | 不變 |
| RB Capital Management, LLC | 1,363 | $59.1 萬 | 0.12% | −31−2.2% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,367 | $59.2 萬 | 0.04% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 1,370 | $59.4 萬 | 0.10% | 00.0% | 不變 |
| Kraft, Davis & Associates, LLC | 1,781 | $59.4 萬 | 0.12% | +170+10.6% | 加碼 |
| Jmac Enterprises LLC | 1,372 | $59.5 萬 | 0.10% | +1,372 | 新進 |
| Exchange Bank | 1,372 | $59.5 萬 | 0.37% | +1+0.1% | 加碼 |
| Verity & Verity, LLC | 1,375 | $59.6 萬 | 0.04% | +210+18.0% | 加碼 |
| Equitable Trust Co | 1,378 | $59.7 萬 | 0.02% | −85−5.8% | 減碼 |
| Beacon Financial Advisory LLC | 1,379 | $59.7 萬 | 0.12% | +86+6.7% | 加碼 |
| Rossby Financial, LCC | 1,381 | $59.8 萬 | 0.11% | −87−5.9% | 減碼 |
| Infrastructure Capital Advisors, LLC | 1,382 | $59.9 萬 | 0.05% | +1,382 | 新進 |
| BDFS Capital LLC | 1,384 | $60.0 萬 | 0.26% | +1,384 | 新進 |
| YANKCOM Partnership | 1,388 | $60.1 萬 | 0.22% | −118−7.8% | 減碼 |
| PMG Family Office LLC | 1,389 | $60.2 萬 | 0.56% | +10+0.7% | 加碼 |
| Gsa Capital Partners LLP | 1,391 | $60.3 萬 | 0.04% | −3,387−70.9% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 1,392 | $60.3 萬 | 0.07% | +48+3.6% | 加碼 |
| J. Derek Lewis & Associates Inc. | 1,393 | $60.3 萬 | 0.11% | +41+3.0% | 加碼 |
| Dynamic Wealth Strategies, LLC | 1,393 | $60.4 萬 | 0.32% | −452−24.5% | 減碼 |
| Builder Investment Group Inc | 1,400 | $60.7 萬 | 0.12% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 1,400 | $60.7 萬 | 0.13% | 00.0% | 不變 |
| Roberts Wealth Advisors, LLC | 1,401 | $60.7 萬 | 0.14% | −225−13.8% | 減碼 |
| Leigh Baldwin & Co., LLC | 1,401 | $60.7 萬 | 0.33% | −315−18.4% | 減碼 |
| Smith, Salley & Associates | 1,402 | $60.8 萬 | 0.03% | +221+18.7% | 加碼 |
| Total Clarity Wealth Management, Inc. | 1,404 | $60.8 萬 | 0.12% | +1,404 | 新進 |
| Invested Advisors | 1,406 | $60.9 萬 | 0.54% | +2+0.1% | 加碼 |
| Adell Harriman & Carpenter Inc | 1,410 | $61.1 萬 | 0.03% | +35+2.5% | 加碼 |
| New Covenant Trust Company, N.A. | 1,410 | $61.1 萬 | 0.46% | +390+38.2% | 加碼 |
| Compass Wealth Management LLC | 1,410 | $61.1 萬 | 0.12% | +1,410 | 新進 |
| AAFMAA Wealth Management & Trust LLC | 1,411 | $61.1 萬 | 0.21% | −190−11.9% | 減碼 |
| PTM Wealth Management, LLC | 2,004 | $61.2 萬 | 0.28% | +4+0.2% | 加碼 |
| Breakwater Capital Group | 1,416 | $61.4 萬 | 0.07% | −45−3.1% | 減碼 |
| IFC Advisors LLC | 1,417 | $61.4 萬 | 0.08% | −34−2.3% | 減碼 |
| LightSquare Wealth Management, LLC | 1,422 | $61.6 萬 | 0.42% | −25−1.7% | 減碼 |
| XY Planning Network, Inc. | 1,424 | $61.7 萬 | 0.08% | +376+35.9% | 加碼 |
| Schulhoff & Co Inc | 1,425 | $61.7 萬 | 0.25% | 00.0% | 不變 |
| NewSquare Capital LLC | 1,430 | $62.0 萬 | 0.05% | +266+22.9% | 加碼 |
| Insight Advisors, LLC | 1,430 | $62.0 萬 | 0.11% | −130−8.3% | 減碼 |
| StoryOne LLC | 1,431 | $62.0 萬 | 0.29% | +1,431 | 加碼 |
| Carter Financial Group, INC. | 1,431 | $62.0 萬 | 0.32% | +62+4.5% | 加碼 |
| Impact Partnership Wealth, LLC | 1,432 | $62.1 萬 | 0.06% | −16−1.1% | 減碼 |
| Ketron Financial | 1,433 | $62.1 萬 | 0.19% | 00.0% | 不變 |
| Woodley Farra Manion Portfolio Management Inc | 1,434 | $62.2 萬 | 0.03% | +26+1.8% | 加碼 |
| Sterling Financial Planning, Inc. | 1,435 | $62.2 萬 | 0.17% | 00.0% | 不變 |
| BW Gestao de Investimentos Ltda. | 1,439 | $62.4 萬 | 0.02% | +1,439 | 新進 |
| Wagner Wealth Management, LLC | 1,442 | $62.5 萬 | 0.12% | +12+0.8% | 加碼 |
| KFA Private Wealth Group, LLC | 1,451 | $62.9 萬 | 0.15% | −138−8.7% | 減碼 |
| Graybill Bartz & Assoc Ltd | 1,454 | $63.0 萬 | 0.17% | −25−1.7% | 減碼 |
| Ambassador Advisors, LLC | 1,455 | $63.0 萬 | 0.08% | +1,455 | 新進 |
| Alliance Wealth Advisors, LLC | 1,458 | $63.2 萬 | 0.12% | −418−22.3% | 減碼 |
| Adelphi Trust Co | 1,459 | $63.2 萬 | 0.42% | +1,459 | 新進 |
| GSG Advisors LLC | 1,460 | $63.3 萬 | 0.14% | +73+5.3% | 加碼 |
| Teza Capital Management LLC | 1,460 | $63.3 萬 | 1.22% | +1,460 | 新進 |
| Worth Financial Advisory Group, LLC | 1,462 | $63.4 萬 | 0.26% | +1,462 | 新進 |
| ClearAlpha Technologies LP | 1,469 | $63.7 萬 | 1.09% | +1,469 | 新進 |
| Brand Asset Management Group, Inc. | 1,470 | $63.7 萬 | 0.14% | +5+0.3% | 加碼 |
| Fullerton Fund Management Co Ltd. | 1,471 | $63.7 萬 | 0.04% | +129+9.6% | 加碼 |
| SilverOak Wealth Management LLC | 1,472 | $63.8 萬 | 0.08% | −223−13.2% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,476 | $63.9 萬 | 0.14% | +214+17.0% | 加碼 |
| Optivise Advisory Services LLC | 1,476 | $64.0 萬 | 0.32% | −91−5.8% | 減碼 |
| Garden State Investment Advisory Services LLC | 1,476 | $64.0 萬 | 0.13% | +6+0.4% | 加碼 |
| William John Sempolinski | 1,480 | $64.1 萬 | 0.26% | +1,480 | 新進 |
| StoneX Group Inc. | 1,482 | $64.3 萬 | 0.03% | −84−5.4% | 減碼 |
| Rogco, LP | 1,486 | $64.4 萬 | 0.20% | 00.0% | 不變 |
| Summit Wealth Group LLC | 1,490 | $64.6 萬 | 0.05% | +422+39.5% | 加碼 |
| Almanack Investment Partners, LLC. | 1,491 | $64.6 萬 | 0.08% | +1,491 | 新進 |