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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1,758 | $76.2 萬 | 0.01% | +64+3.8% | 加碼 |
| City Center Advisors, LLC | 1,761 | $76.3 萬 | 0.62% | −356−16.8% | 減碼 |
| ZWJ Investment Counsel Inc | 1,764 | $76.4 萬 | 0.02% | +16+0.9% | 加碼 |
| Paradigm Financial Partners, LLC | 1,765 | $76.5 萬 | 0.07% | +605+52.2% | 加碼 |
| DMG Group, LLC | 1,780 | $77.1 萬 | 0.53% | +258+17.0% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 1,782 | $77.2 萬 | 0.10% | +12+0.7% | 加碼 |
| Commonwealth Financial Services, LLC | 1,782 | $77.2 萬 | 0.10% | +193+12.1% | 加碼 |
| Clear Wave Wealth Management LLC | 1,783 | $77.3 萬 | 0.17% | +88+5.2% | 加碼 |
| Retireful, LLC | 1,785 | $77.3 萬 | 0.72% | +85+5.0% | 加碼 |
| Traveka Wealth, LLC | 1,785 | $77.4 萬 | 0.26% | +61+3.5% | 加碼 |
| First Pacific Financial | 1,787 | $77.4 萬 | 0.09% | −120−6.3% | 減碼 |
| Nolet Wealth Management, LLC | 1,789 | $77.5 萬 | 0.43% | −4−0.2% | 減碼 |
| KFG Wealth Management, LLC | 1,796 | $77.8 萬 | 0.09% | +1,796 | 新進 |
| Arta Finance Wealth Management LLC | 1,798 | $77.9 萬 | 0.33% | +22+1.2% | 加碼 |
| EdgeRock Capital LLC | 1,798 | $77.9 萬 | 0.18% | +449+33.3% | 加碼 |
| Symmetry Partners, LLC | 1,798 | $77.9 萬 | 0.04% | +326+22.1% | 加碼 |
| Planned Solutions, Inc. | 1,803 | $78.1 萬 | 0.22% | +83+4.8% | 加碼 |
| Johnson Financial Group, LLC | 1,805 | $78.2 萬 | 0.04% | +738+69.2% | 加碼 |
| Bogart Wealth, LLC | 1,807 | $78.3 萬 | 0.03% | +177+10.9% | 加碼 |
| Stonehaven Wealth & Tax Solutions, LLC | 1,816 | $78.7 萬 | 0.63% | −1,060−36.9% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,823 | $78.9 萬 | 0.27% | −280−13.3% | 減碼 |
| Palouse Capital Management, Inc. | 1,830 | $79.3 萬 | 0.49% | −500−21.5% | 減碼 |
| Vicus Capital | 1,844 | $79.9 萬 | 0.05% | −758−29.1% | 減碼 |
| EJMK Ventures LLC | 1,851 | $80.2 萬 | 0.36% | −292−13.6% | 減碼 |
| Center For Asset Management LLC | 1,852 | $80.3 萬 | 0.36% | −58−3.0% | 減碼 |
| Elevation Wealth Management LLC | 1,858 | $80.5 萬 | 0.60% | +87+4.9% | 加碼 |
| Summitry LLC | 1,863 | $80.7 萬 | 0.03% | +326+21.2% | 加碼 |
| Saxon Interests, Inc. | 1,867 | $80.9 萬 | 0.22% | −24−1.3% | 減碼 |
| Nia Impact Advisors, LLC | 1,870 | $81.0 萬 | 0.34% | −57−3.0% | 減碼 |
| Altfest L J & Co Inc | 1,877 | $81.3 萬 | 0.08% | +331+21.4% | 加碼 |
| D'Orazio & Associates, Inc. | 1,880 | $81.5 萬 | 0.09% | +147+8.5% | 加碼 |
| Great Waters Wealth Management | 1,881 | $81.5 萬 | 0.08% | 00.0% | 不變 |
| Stony Point Wealth Management Inc. | 1,886 | $81.7 萬 | 0.29% | +31+1.7% | 加碼 |
| Caliber Wealth Management, LLC | 1,893 | $82.0 萬 | 0.08% | +355+23.1% | 加碼 |
| Index Fund Advisors, Inc. | 1,895 | $82.1 萬 | 0.03% | 00.0% | 不變 |
| Edentree Asset Management Ltd | 1,900 | $82.3 萬 | 0.25% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 1,900 | $82.3 萬 | 0.10% | −533−21.9% | 減碼 |
| Knightsbridge Asset Management, LLC | 1,901 | $82.4 萬 | 0.11% | −12−0.6% | 減碼 |
| TSA Wealth Managment LLC | 1,921 | $83.2 萬 | 0.24% | +475+32.8% | 加碼 |
| Plancorp, LLC | 2,524 | $83.3 萬 | 0.02% | −178−6.6% | 減碼 |
| NorthRock Partners, LLC | 1,928 | $83.6 萬 | 0.01% | +442+29.7% | 加碼 |
| Aquatic Capital Management LLC | 1,929 | $83.6 萬 | 0.03% | −4,919−71.8% | 減碼 |
| Traphagen Investment Advisors LLC | 1,931 | $83.7 萬 | 0.06% | +14+0.7% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,936 | $83.9 萬 | 0.26% | −109−5.3% | 減碼 |
| Tilson Financial Group, Inc. | 1,940 | $84.1 萬 | 0.23% | −385−16.6% | 減碼 |
| Sovereign Financial Group, Inc. | 1,950 | $84.5 萬 | 0.13% | +43+2.3% | 加碼 |
| NBH Bank | 1,954 | $84.7 萬 | 0.36% | +1,954 | 新進 |
| Walser Wealth Management Company, A Ltd Liability Co | 1,955 | $84.7 萬 | 0.35% | +107+5.8% | 加碼 |
| Watershed Private Wealth LLC | 1,962 | $85.0 萬 | 0.24% | −3,674−65.2% | 減碼 |
| Legato Capital Management LLC | 1,962 | $85.0 萬 | 0.07% | −1,036−34.6% | 減碼 |
| OneAscent Investment Solutions LLC | 1,975 | $85.6 萬 | 0.81% | −376−16.0% | 減碼 |
| TMB Capital Partners, LLC | 1,978 | $85.7 萬 | 0.27% | −235−10.6% | 減碼 |
| ARS Wealth Advisors Group, LLC | 1,980 | $85.8 萬 | 0.07% | 00.0% | 不變 |
| Diametric Capital, LP | 1,987 | $86.1 萬 | 0.09% | +1,987 | 新進 |
| Pines Wealth Management, LLC | 1,987 | $86.1 萬 | 0.25% | −307−13.4% | 減碼 |
| Patron Partners Advisors, LLC | 1,989 | $86.2 萬 | 0.33% | +326+19.6% | 加碼 |
| Investment Management Corp | 1,990 | $86.2 萬 | 0.72% | −1,057−34.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,993 | $86.4 萬 | 0.14% | +251+14.4% | 加碼 |
| Corient IA LLC | 2,000 | $86.7 萬 | 0.80% | −750−27.3% | 減碼 |
| Deltec Asset Management LLC | 2,000 | $86.7 萬 | 0.13% | +2,000 | 新進 |
| BCS Wealth Management | 2,002 | $86.8 萬 | 0.16% | −248−11.0% | 減碼 |
| Financial Management Professionals, Inc. | 2,003 | $86.8 萬 | 0.08% | −628−23.9% | 減碼 |
| Ethos Financial Group, LLC | 3,442 | $86.9 萬 | 0.06% | +1,973+134.3% | 加碼 |
| Intelligence Driven Advisers, LLC | 2,006 | $86.9 萬 | 0.14% | +211+11.8% | 加碼 |
| Prota Financial, LLC | 2,222 | $86.9 萬 | 0.57% | −619−21.8% | 減碼 |
| Capstone Capital Management Ltd | 2,007 | $87.0 萬 | 0.39% | +2,007 | 新進 |
| Alpha Wealth Funds, LLC | 2,010 | $87.2 萬 | 0.54% | +2,010 | 新進 |
| City National Bank of Florida | 2,013 | $87.2 萬 | 0.37% | +2,013 | 新進 |
| Stokes Capital Advisors, LLC | 2,016 | $87.4 萬 | 0.19% | +693+52.4% | 加碼 |
| Main Street Research LLC | 2,016 | $87.4 萬 | 0.04% | +28+1.4% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 2,020 | $87.6 萬 | 0.12% | 00.0% | 不變 |
| Guidance Point Advisors, LLC | 2,024 | $87.7 萬 | 0.19% | +2+0.1% | 加碼 |
| Visionary Wealth Advisors | 2,028 | $87.9 萬 | 0.03% | +347+20.6% | 加碼 |
| FLC Capital Advisors | 2,029 | $87.9 萬 | 0.14% | −160−7.3% | 減碼 |
| Main Street Financial Solutions, LLC | 2,042 | $88.5 萬 | 0.06% | +677+49.6% | 加碼 |
| Capital Asset Advisory Services LLC | 2,044 | $88.6 萬 | 0.03% | −440−17.7% | 減碼 |
| Integras Partners LLC | 2,050 | $88.8 萬 | 0.49% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 2,058 | $89.2 萬 | 0.08% | −3,456−62.7% | 減碼 |
| George Kaiser Family Foundation | 2,058 | $89.2 萬 | 0.09% | −3,456−62.7% | 減碼 |
| Retirement Income Solutions, Inc | 4,175 | $89.2 萬 | 0.15% | 00.0% | 不變 |
| Thompson David Blair | 2,059 | $89.2 萬 | 0.45% | +523+34.0% | 加碼 |
| Csenge Advisory Group | 2,062 | $89.3 萬 | 0.04% | +90+4.6% | 加碼 |
| Pictet & Cie (Europe) SA | 2,064 | $89.4 萬 | 0.02% | −601−22.6% | 減碼 |
| Excalibur Management Corp | 2,067 | $89.6 萬 | 0.30% | −15−0.7% | 減碼 |
| Avantra Family Wealth, Inc. | 2,067 | $89.6 萬 | 0.57% | +404+24.3% | 加碼 |
| Collaborative Fund Advisors, LLC | 2,067 | $89.6 萬 | 0.52% | +2,067 | 新進 |
| Cornerstone Advisory, LLC | 2,073 | $89.8 萬 | 0.07% | +102+5.2% | 加碼 |
| Odyssean, LLC | 2,078 | $90.0 萬 | 0.15% | 00.0% | 不變 |
| Teucrium Investment Advisors, LLC | 2,079 | $90.1 萬 | 0.80% | −2,557−55.2% | 減碼 |
| Ridgepath Capital Management LLC | 2,080 | $90.1 萬 | 0.40% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 2,089 | $90.5 萬 | 0.23% | +2,089 | 新進 |
| David J Yvars Group | 2,090 | $90.6 萬 | 0.45% | +2,090 | 新進 |
| Global Assets Advisory, LLC | 2,355 | $90.6 萬 | 0.20% | +2,355 | 新進 |
| Rakuten Securities, Inc. | 2,091 | $90.6 萬 | 0.21% | +314+17.7% | 加碼 |
| Optimist Retirement Group LLC | 2,096 | $90.8 萬 | 0.35% | +82+4.1% | 加碼 |
| Pragma Gestao de Patrimonio Ltd | 2,100 | $91.0 萬 | 0.72% | +2,100 | 新進 |
| Balentine LLC | 2,107 | $91.3 萬 | 0.03% | +2,107 | 新進 |
| BlackDiamond Wealth Management Inc. | 2,981 | $91.3 萬 | 0.37% | +412+16.0% | 加碼 |
| Gateway Wealth Partners, LLC | 2,110 | $91.4 萬 | 0.05% | −1,689−44.5% | 減碼 |
| Accordant Advisory Group Inc | 2,111 | $91.5 萬 | 0.62% | 00.0% | 不變 |