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 |
|---|---|---|---|---|---|
| Parthenon LLC | 2,575 | $111.6 萬 | 0.12% | −85−3.2% | 減碼 |
| Bill Few Associates, Inc. | 2,579 | $111.8 萬 | 0.24% | −247−8.7% | 減碼 |
| Vanguard National Trust Co | 2,580 | $111.8 萬 | 0.06% | +109+4.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,859 | $111.9 萬 | 0.22% | −66−2.3% | 減碼 |
| Tennessee Valley Asset Management Partners | 2,583 | $111.9 萬 | 0.12% | −80−3.0% | 減碼 |
| Triad Wealth Partners, LLC | 3,811 | $112.3 萬 | 0.07% | +899+30.9% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 2,591 | $112.3 萬 | 0.13% | +594+29.7% | 加碼 |
| Zullo Investment Group, Inc. | 2,593 | $112.4 萬 | 0.38% | −567−17.9% | 減碼 |
| Lotus Technology Management, LP | 2,264 | $112.4 萬 | 1.39% | +2,264 | 新進 |
| Davis R M Inc | 2,598 | $112.6 萬 | 0.02% | +179+7.4% | 加碼 |
| Smart Money Group LLC | 2,599 | $112.6 萬 | 0.29% | −19−0.7% | 減碼 |
| Diversified Enterprises, LLC | 2,608 | $113.0 萬 | 0.05% | +85+3.4% | 加碼 |
| Syverson Strege & Co | 2,618 | $113.4 萬 | 0.25% | −43−1.6% | 減碼 |
| Dunhill Financial, LLC | 2,619 | $113.5 萬 | 0.23% | −6−0.2% | 減碼 |
| Bensler, LLC | 2,620 | $113.5 萬 | 0.10% | +110+4.4% | 加碼 |
| CM Wealth Advisors LLC | 2,622 | $113.7 萬 | 0.21% | +49+1.9% | 加碼 |
| Mach-1 Financial Group, Inc. | 2,630 | $114.0 萬 | 0.44% | −505−16.1% | 減碼 |
| Norris Perne & French LLP | 2,630 | $114.0 萬 | 0.05% | 00.0% | 不變 |
| Univest Financial Corp | 2,631 | $114.0 萬 | 0.06% | +884+50.6% | 加碼 |
| Cane Capital Partners, LLC | 2,633 | $114.1 萬 | 0.46% | −73−2.7% | 減碼 |
| Cynosure Management, LLC | 2,637 | $114.3 萬 | 0.17% | +614+30.4% | 加碼 |
| Foster Group, Inc. | 2,639 | $114.4 萬 | 0.03% | +89+3.5% | 加碼 |
| Archer Investment Corp | 2,644 | $114.6 萬 | 0.22% | +1,020+62.8% | 加碼 |
| Continuum Wealth Advisors, LLC | 2,645 | $114.6 萬 | 0.39% | +4+0.2% | 加碼 |
| Asset Dedication, LLC | 2,646 | $114.7 萬 | 0.07% | +36+1.4% | 加碼 |
| Blume Capital Management, Inc. | 2,655 | $115.0 萬 | 0.17% | −95−3.5% | 減碼 |
| Driehaus Capital Management LLC | 2,663 | $115.4 萬 | 0.01% | 00.0% | 不變 |
| Black Creek Investment Management Inc. | 2,669 | $115.7 萬 | 0.06% | −43,782−94.3% | 減碼 |
| Element Wealth, LLC | 2,677 | $116.0 萬 | 0.44% | −15−0.6% | 減碼 |
| Allen Capital Group, LLC | 2,685 | $116.3 萬 | 0.10% | −110−3.9% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,692 | $116.7 萬 | 0.14% | −550−17.0% | 減碼 |
| Fortitude Advisory Group L.L.C. | 2,707 | $117.3 萬 | 0.45% | −45−1.6% | 減碼 |
| Ashton Thomas Securities, LLC | 2,770 | $117.3 萬 | 0.17% | +1,042+60.3% | 加碼 |
| Highview Capital Management LLC | 2,710 | $117.4 萬 | 0.34% | +1,080+66.3% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,714 | $117.6 萬 | 0.14% | −43−1.6% | 減碼 |
| Paragon Private Wealth Management, LLC | 2,719 | $117.8 萬 | 0.31% | +35+1.3% | 加碼 |
| Duncan Williams Asset Management, LLC | 2,720 | $117.9 萬 | 0.27% | +2,720 | 新進 |
| Wrapmanager Inc | 2,722 | $118.0 萬 | 0.37% | +2,722 | 新進 |
| Gabelli Funds LLC | 2,735 | $118.5 萬 | 0.01% | +375+15.9% | 加碼 |
| Stonebridge Financial Group, LLC | 2,735 | $118.5 萬 | 0.09% | +16+0.6% | 加碼 |
| Gryphon Financial Partners LLC | 2,739 | $118.7 萬 | 0.10% | +749+37.6% | 加碼 |
| HighPoint Advisor Group LLC | 2,741 | $118.8 萬 | 0.04% | −3,278−54.5% | 減碼 |
| Waterfront Wealth Inc. | 3,396 | $119.0 萬 | 0.18% | 00.0% | 不變 |
| Donoghue Forlines LLC | 2,754 | $119.3 萬 | 0.31% | −12,955−82.5% | 減碼 |
| Seven Mile Advisory | 2,757 | $119.5 萬 | 0.80% | −112−3.9% | 減碼 |
| Curat Global, LLC | 3,201 | $119.6 萬 | 1.01% | −1,100−25.6% | 減碼 |
| Vista Cima Wealth Management LLC | 2,760 | $119.6 萬 | 0.89% | −204−6.9% | 減碼 |
| Golden Reserve Retirement LLC | 2,768 | $119.9 萬 | 0.19% | +897+47.9% | 加碼 |
| Marin Bay Wealth Advisors, LLC | 2,777 | $120.4 萬 | 0.65% | −43−1.5% | 減碼 |
| Purus Wealth Management, LLC | 2,778 | $120.4 萬 | 0.33% | +7+0.3% | 加碼 |
| Davis Selected Advisers | 2,780 | $120.5 萬 | 0.01% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 2,790 | $120.9 萬 | 0.07% | +78+2.9% | 加碼 |
| Dock Street Asset Management Inc | 2,793 | $121.0 萬 | 0.11% | −62−2.2% | 減碼 |
| Silver Grove Financial Group, Inc. | 2,803 | $121.4 萬 | 0.66% | −125−4.3% | 減碼 |
| Kaizen Financial Strategies | 3,105 | $121.5 萬 | 0.48% | −197−6.0% | 減碼 |
| Signet Private Wealth LLC | 2,807 | $121.7 萬 | 0.97% | −72−2.5% | 減碼 |
| Fairfield Financial Advisors, LTD | 2,814 | $122.0 萬 | 0.48% | +2,814 | 新進 |
| Whalen Wealth Management Inc. | 2,822 | $122.3 萬 | 0.55% | −2,312−45.0% | 減碼 |
| Centennial Wealth Advisory LLC | 2,823 | $122.3 萬 | 0.26% | +48+1.7% | 加碼 |
| Gallacher Capital Management LLC | 2,826 | $122.5 萬 | 0.69% | −687−19.6% | 減碼 |
| CFO4Life Group, LLC | 2,834 | $122.8 萬 | 0.17% | +173+6.5% | 加碼 |
| Money Concepts Capital Corp | 2,836 | $122.9 萬 | 0.06% | +1,566+123.3% | 加碼 |
| Alhambra Investment Partners LLC | 2,837 | $122.9 萬 | 0.54% | −610−17.7% | 減碼 |
| Vann Equity Management LLC | 2,842 | $123.2 萬 | 0.75% | −44−1.5% | 減碼 |
| Claro Advisors LLC | 2,856 | $123.8 萬 | 0.13% | +170+6.3% | 加碼 |
| David R. Rahn & Associates Inc. | 2,864 | $124.1 萬 | 0.29% | +1,070+59.6% | 加碼 |
| Mayport, LLC | 2,871 | $124.4 萬 | 0.19% | −172−5.7% | 減碼 |
| Fortis Capital Advisors, LLC | 2,874 | $124.5 萬 | 0.14% | +158+5.8% | 加碼 |
| Whelan Financial | 2,877 | $124.7 萬 | 0.34% | −8−0.3% | 減碼 |
| Sassicaia Capital Advisers LLC | 2,884 | $125.0 萬 | 0.55% | +2,884 | 新進 |
| Nelson Capital Management, LLC | 2,885 | $125.0 萬 | 0.14% | 00.0% | 不變 |
| Cypress Asset Management Inc | 2,890 | $125.2 萬 | 0.24% | +20+0.7% | 加碼 |
| Canandaigua National Bank & Trust Co | 2,895 | $125.4 萬 | 0.11% | +2,895 | 新進 |
| Prestige Wealth Management Group LLC | 2,895 | $125.5 萬 | 0.23% | +2,635+1,013.5% | 加碼 |
| Brio Consultants, LLC | 2,898 | $125.6 萬 | 0.15% | −67−2.3% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,902 | $125.7 萬 | 0.46% | +973+50.4% | 加碼 |
| Poinciana Advisors Group, LLC | 2,907 | $126.0 萬 | 0.93% | 00.0% | 不變 |
| Sagewood Asset Management LP | 2,910 | $126.1 萬 | 0.29% | +789+37.2% | 加碼 |
| Callahan Advisors, LLC | 2,912 | $126.2 萬 | 0.10% | −160−5.2% | 減碼 |
| Brickley Wealth Management | 2,912 | $126.2 萬 | 0.18% | −13−0.4% | 減碼 |
| Fragasso Group Inc. | 2,920 | $126.5 萬 | 0.07% | +326+12.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 2,931 | $127.0 萬 | 0.72% | +1,584+117.6% | 加碼 |
| Headlands Technologies LLC | 2,944 | $127.6 萬 | 0.14% | +2,944 | 新進 |
| Core Alternative Capital | 2,959 | $128.2 萬 | 0.38% | −1,536−34.2% | 減碼 |
| Sivia Capital Partners, LLC | 2,964 | $128.4 萬 | 0.16% | +1,635+123.0% | 加碼 |
| First Foundation Advisors | 2,966 | $128.5 萬 | 0.05% | +44+1.5% | 加碼 |
| Apella Capital, LLC | 3,943 | $128.6 萬 | 0.02% | +593+17.7% | 加碼 |
| One Degree Advisors Inc | 3,287 | $128.6 萬 | 0.29% | +3+0.1% | 加碼 |
| Private Wealth Partners, LLC | 2,970 | $128.7 萬 | 0.09% | −340−10.3% | 減碼 |
| Integral Investment Advisors, Inc. | 2,975 | $128.9 萬 | 0.28% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 2,977 | $129.0 萬 | 0.37% | +374+14.4% | 加碼 |
| SHP Wealth Management | 2,981 | $129.2 萬 | 0.09% | +133+4.7% | 加碼 |
| Winch Advisory Services, LLC | 2,983 | $129.3 萬 | 0.27% | +2+0.1% | 加碼 |
| Nixon Peabody Trust Co | 2,995 | $129.8 萬 | 0.09% | +13+0.4% | 加碼 |
| Northstar Group, Inc. | 3,005 | $130.2 萬 | 0.17% | −170−5.4% | 減碼 |
| Northside Capital Management, LLC | 3,010 | $130.4 萬 | 0.11% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 3,015 | $130.7 萬 | 0.00% | −286−8.7% | 減碼 |
| SCS Capital Management LLC | 3,024 | $131.0 萬 | 0.01% | −1,329−30.5% | 減碼 |
| CFS Investment Advisory Services, LLC | 3,737 | $131.3 萬 | 0.09% | +11+0.3% | 加碼 |
| Wesbanco Bank Inc | 3,036 | $131.6 萬 | 0.03% | −597−16.4% | 減碼 |