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 |
|---|---|---|---|---|---|
| Francis Financial, Inc. | 1,493 | $64.7 萬 | 0.11% | +210+16.4% | 加碼 |
| Forbes J M & Co LLP | 1,496 | $64.8 萬 | 0.05% | 00.0% | 不變 |
| Motive Wealth Advisors | 1,499 | $65.0 萬 | 0.27% | −73−4.6% | 減碼 |
| Jupiter Wealth Management LLC | 1,500 | $65.0 萬 | 0.26% | 00.0% | 不變 |
| RKL Wealth Management LLC | 1,502 | $65.1 萬 | 0.05% | +194+14.8% | 加碼 |
| Buck Wealth Strategies, LLC | 1,504 | $65.2 萬 | 0.07% | +418+38.5% | 加碼 |
| Ballast, Inc. | 1,504 | $65.2 萬 | 0.12% | +1,504 | 新進 |
| Pflug Koory, LLC | 1,505 | $65.2 萬 | 0.26% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,507 | $65.3 萬 | 0.01% | −56−3.6% | 減碼 |
| Greenland Capital Management LP | 1,508 | $65.3 萬 | 0.12% | −5,843−79.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 1,508 | $65.3 萬 | 0.09% | +23+1.5% | 加碼 |
| Simon Quick Advisors, LLC | 1,509 | $65.4 萬 | 0.03% | −280−15.7% | 減碼 |
| Mathes Company, Inc. | 1,510 | $65.4 萬 | 0.20% | +170+12.7% | 加碼 |
| Winter & Associates, Inc. | 1,516 | $65.7 萬 | 0.49% | −50−3.2% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 1,518 | $65.8 萬 | 0.01% | +1,018+203.6% | 加碼 |
| Wolff Wiese Magana LLC | 1,524 | $66.0 萬 | 0.30% | −180−10.6% | 減碼 |
| AMG National Trust Bank | 1,526 | $66.1 萬 | 0.01% | −403−20.9% | 減碼 |
| Ballast Advisors LLC | 1,534 | $66.5 萬 | 0.16% | −291−15.9% | 減碼 |
| Owl Creek Wealth Partners LLC | 1,539 | $66.7 萬 | 0.20% | −48−3.0% | 減碼 |
| Foronjy Financial LLC | 1,539 | $66.7 萬 | 0.25% | −176−10.3% | 減碼 |
| Ironsides Asset Advisors, LLC | 1,540 | $66.7 萬 | 0.16% | 00.0% | 不變 |
| Seldon Capital LP | 1,540 | $66.7 萬 | 0.21% | 00.0% | 不變 |
| FDx Advisors, Inc. | 1,542 | $66.8 萬 | 0.20% | −200−11.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,542 | $66.8 萬 | 0.04% | +145+10.4% | 加碼 |
| ProCore Advisors, LLC | 1,546 | $67.0 萬 | 0.83% | +138+9.8% | 加碼 |
| Fox Run Management, L.L.C. | 1,549 | $67.1 萬 | 0.11% | −4,791−75.6% | 減碼 |
| Connecticut Wealth Management, LLC | 1,549 | $67.1 萬 | 0.02% | 00.0% | 不變 |
| Gilpin Wealth Management, LLC | 1,554 | $67.3 萬 | 0.47% | 00.0% | 不變 |
| Innovative Asset Advisors Group, LLC | 1,559 | $67.6 萬 | 0.30% | +101+6.9% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,562 | $67.7 萬 | 0.15% | +10+0.6% | 加碼 |
| Evolution Wealth Management Inc. | 1,564 | $67.8 萬 | 0.40% | +25+1.6% | 加碼 |
| General Partner, Inc. | 1,565 | $67.8 萬 | 0.36% | −100−6.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 1,566 | $67.9 萬 | 0.03% | +242+18.3% | 加碼 |
| Manhattan West Asset Management, LLC | 1,567 | $67.9 萬 | 0.11% | −118−7.0% | 減碼 |
| Lantz Financial LLC | 1,573 | $68.2 萬 | 0.12% | +40+2.6% | 加碼 |
| Myriad Asset Management US LP | 1,576 | $68.3 萬 | 0.94% | −589−27.2% | 減碼 |
| Fortis Capital Management LLC | 1,577 | $68.3 萬 | 0.08% | +55+3.6% | 加碼 |
| Affinity Capital Advisors, LLC | 1,954 | $68.4 萬 | 0.08% | −96−4.7% | 減碼 |
| Markin Volterra Fund LP | 1,580 | $68.5 萬 | 2.32% | −298−15.9% | 減碼 |
| Creative Financial Designs Inc | 1,587 | $68.8 萬 | 0.03% | +193+13.8% | 加碼 |
| Investors Portfolio Services LLC | 1,587 | $68.8 萬 | 0.53% | +1+0.1% | 加碼 |
| South State Corp. | 1,590 | $68.9 萬 | 0.03% | +1,394+711.2% | 加碼 |
| Ullmann Financial Group, Inc. | 1,591 | $69.0 萬 | 0.06% | +240+17.8% | 加碼 |
| Summit Global Investments | 1,592 | $69.0 萬 | 0.04% | +1,592 | 新進 |
| TAGStone Capital, Inc. | 1,592 | $69.0 萬 | 0.22% | 00.0% | 不變 |
| Aletheian Wealth Advisors LLC | 1,596 | $69.2 萬 | 0.30% | +103+6.9% | 加碼 |
| WBI Investments | 1,597 | $69.2 萬 | 0.17% | +1,597 | 新進 |
| Vanguard Capital Wealth Advisors | 1,600 | $69.3 萬 | 0.47% | +1,600 | 新進 |
| Latitude Advisors, LLC | 1,601 | $69.4 萬 | 0.28% | +74+4.8% | 加碼 |
| OFS Enterprise LLC | 1,601 | $69.4 萬 | 0.18% | +44+2.8% | 加碼 |
| Ingalls & Snyder LLC | 1,601 | $69.4 萬 | 0.02% | −1−0.1% | 減碼 |
| Cape Investment Advisory, Inc. | 1,602 | $69.4 萬 | 0.19% | +50+3.2% | 加碼 |
| LeConte Wealth Management, LLC | 1,606 | $69.6 萬 | 0.38% | +50+3.2% | 加碼 |
| Connable Office Inc | 1,607 | $69.6 萬 | 0.06% | +491+44.0% | 加碼 |
| Sepio Capital, LP | 1,610 | $69.8 萬 | 0.04% | −146−8.3% | 減碼 |
| Prostatis Group LLC | 1,611 | $69.8 萬 | 0.16% | +91+6.0% | 加碼 |
| Tyche Wealth Partners LLC | 1,611 | $69.8 萬 | 0.10% | −58−3.5% | 減碼 |
| MEMBERS Trust Co | 1,613 | $69.9 萬 | 0.02% | +230+16.6% | 加碼 |
| Quarry LP | 1,613 | $69.9 萬 | 0.11% | +394+32.3% | 加碼 |
| Arrien Investments, Inc. | 1,615 | $70.0 萬 | 0.35% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,617 | $70.1 萬 | 0.01% | +158+10.8% | 加碼 |
| Paul Damon & Associates, Inc. | 1,621 | $70.2 萬 | 0.27% | −28−1.7% | 減碼 |
| Colonial Trust Co | 1,628 | $70.6 萬 | 0.09% | −54−3.2% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,632 | $70.7 萬 | 0.14% | +1,632 | 新進 |
| Legacy Wealth Partners, LLC | 1,633 | $70.8 萬 | 0.16% | −58−3.4% | 減碼 |
| Globeflex Capital L P | 1,637 | $70.9 萬 | 0.09% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 1,638 | $71.0 萬 | 0.09% | +69+4.4% | 加碼 |
| DDD Partners, LLC | 1,649 | $71.5 萬 | 0.04% | +1,649 | 新進 |
| Apollon Financial, LLC | 1,650 | $71.5 萬 | 0.08% | +121+7.9% | 加碼 |
| Heritage Family Offices, LLP | 1,659 | $71.9 萬 | 0.28% | +580+53.8% | 加碼 |
| Pacific Excel Wealth Advisors, Inc. | 1,659 | $71.9 萬 | 0.28% | +1,659 | 新進 |
| First Horizon Corp | 1,664 | $72.1 萬 | 0.03% | +141+9.3% | 加碼 |
| Stirlingshire Investments, Inc. | 1,669 | $72.3 萬 | 0.54% | +312+23.0% | 加碼 |
| JSF Financial, LLC | 1,672 | $72.5 萬 | 0.12% | +1+0.1% | 加碼 |
| North Star Asset Management Inc | 1,680 | $72.8 萬 | 0.03% | −37−2.2% | 減碼 |
| Fulcrum Equity Management | 1,681 | $72.8 萬 | 0.59% | −87−4.9% | 減碼 |
| Coston, McIsaac & Partners | 1,683 | $72.9 萬 | 0.15% | +1+0.1% | 加碼 |
| Catalyst Private Wealth, LLC | 1,688 | $73.1 萬 | 0.35% | +10+0.6% | 加碼 |
| Ducere Wealth Management LLC | 1,692 | $73.3 萬 | 0.22% | +221+15.0% | 加碼 |
| West Bancorporation Inc | 1,704 | $73.8 萬 | 0.32% | −238−12.3% | 減碼 |
| Bond & Devick Financial Network, Inc. | 1,706 | $73.9 萬 | 0.18% | −300−15.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 1,710 | $74.1 萬 | 0.09% | −98−5.4% | 減碼 |
| Overbrook Management Corp | 1,711 | $74.1 萬 | 0.11% | +1,711 | 新進 |
| WealthPLAN Partners, LLC | 1,718 | $74.5 萬 | 0.14% | +176+11.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 1,722 | $74.6 萬 | 0.01% | −8−0.5% | 減碼 |
| Bullock Wealth Management Group | 1,910 | $74.7 萬 | 0.32% | +727+61.5% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 1,725 | $74.7 萬 | 0.08% | +1,725 | 新進 |
| Consilio Wealth Advisors, LLC | 1,730 | $75.0 萬 | 0.18% | −29−1.6% | 減碼 |
| Hamilton Capital, LLC | 1,736 | $75.2 萬 | 0.04% | −38−2.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 1,738 | $75.3 萬 | 0.28% | −106−5.7% | 減碼 |
| Abacus Wealth Partners, LLC | 1,739 | $75.4 萬 | 0.08% | −273−13.6% | 減碼 |
| Headinvest, LLC | 1,750 | $75.8 萬 | 0.14% | −35−2.0% | 減碼 |
| U S Wealth Group, LLC. | 1,750 | $75.8 萬 | 0.45% | +1,750 | 新進 |
| Southern Michigan Bank & Trust | 1,751 | $75.9 萬 | 0.27% | +113+6.9% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,752 | $75.9 萬 | 0.16% | −5−0.3% | 減碼 |
| Rialto Wealth Management, LLC | 1,752 | $75.9 萬 | 0.15% | +63+3.7% | 加碼 |
| SJS Investment Consulting Inc. | 1,754 | $76.0 萬 | 0.08% | −41−2.3% | 減碼 |
| FMB Wealth Management | 1,757 | $76.1 萬 | 0.28% | −3−0.2% | 減碼 |
| Peterson Wealth Services | 1,758 | $76.2 萬 | 0.17% | −22−1.2% | 減碼 |
| Gainline Financial Partners, LLC | 1,758 | $76.2 萬 | 0.71% | +1,758 | 新進 |