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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 3,039 | $131.7 萬 | 0.12% | +264+9.5% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,041 | $131.8 萬 | 0.06% | −773−20.3% | 減碼 |
| TrustBank | 3,045 | $131.9 萬 | 0.45% | −60−1.9% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,052 | $132.3 萬 | 0.15% | −16,394−84.3% | 減碼 |
| Braun-Bostich & Associates Inc. | 3,057 | $132.5 萬 | 0.74% | −1,293−29.7% | 減碼 |
| Riversedge Advisors, LLC | 3,071 | $133.1 萬 | 0.18% | +319+11.6% | 加碼 |
| Aspiriant, LLC | 3,071 | $133.1 萬 | 0.03% | +1,730+129.0% | 加碼 |
| Impact Capital Partners LLC | 3,074 | $133.2 萬 | 0.36% | +97+3.3% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,080 | $133.5 萬 | 0.92% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 3,082 | $133.6 萬 | 0.07% | +64+2.1% | 加碼 |
| Focused Alpha, LLC | 3,094 | $134.1 萬 | 0.34% | +1,636+112.2% | 加碼 |
| Legacy Wealth Management, LLC | 3,104 | $134.5 萬 | 0.35% | +1,224+65.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 3,104 | $134.5 萬 | 1.04% | −23−0.7% | 減碼 |
| Chesley Taft & Associates LLC | 3,106 | $134.6 萬 | 0.05% | +53+1.7% | 加碼 |
| Strive Financial Group ,LLC | 3,113 | $134.9 萬 | 0.59% | +1,631+110.1% | 加碼 |
| Leonteq Securities AG | 3,114 | $134.9 萬 | 0.08% | −5,471−63.7% | 減碼 |
| IFG Advisory, LLC | 3,123 | $135.3 萬 | 0.05% | +3,069+5,683.3% | 加碼 |
| North Dallas Bank & Trust Co | 3,130 | $135.6 萬 | 0.80% | +1,935+161.9% | 加碼 |
| Haverford Trust Co | 3,138 | $136.0 萬 | 0.01% | −6,641−67.9% | 減碼 |
| Gilbert & Cook, Inc. | 3,142 | $136.2 萬 | 0.16% | +3,142 | 新進 |
| Iams Wealth Management, LLC | 3,144 | $136.2 萬 | 0.41% | +491+18.5% | 加碼 |
| DeDora Capital, Inc. | 3,148 | $136.4 萬 | 0.30% | 00.0% | 不變 |
| XML Financial, LLC | 3,148 | $136.4 萬 | 0.10% | +215+7.3% | 加碼 |
| Master's Wealth Management Inc. | 3,149 | $136.5 萬 | 0.41% | 00.0% | 不變 |
| B&L Asset Management LLC | 3,150 | $136.5 萬 | 0.47% | +650+26.0% | 加碼 |
| Klingman & Associates, LLC | 3,152 | $136.6 萬 | 0.06% | +253+8.7% | 加碼 |
| Quadcap Wealth Management, LLC | 3,152 | $136.6 萬 | 0.13% | −28−0.9% | 減碼 |
| Strategy Asset Managers LLC | 3,156 | $136.8 萬 | 0.20% | +7+0.2% | 加碼 |
| Meadowbrook Advisors Group, LLC | 3,163 | $137.1 萬 | 0.73% | +254+8.7% | 加碼 |
| Eaton Financial Holdings Company, LLC | 3,166 | $137.2 萬 | 0.38% | +3,166 | 新進 |
| Anchyra Partners LLC | 3,180 | $137.8 萬 | 0.33% | +254+8.7% | 加碼 |
| Patten Group, Inc. | 3,196 | $138.5 萬 | 0.22% | +2,209+223.8% | 加碼 |
| MW Advisory, LLC | 3,196 | $138.5 萬 | 0.55% | +3,196 | 新進 |
| Crusonia Wealth Advisors LLC | 3,202 | $138.7 萬 | 0.23% | +1,927+151.1% | 加碼 |
| Maridea Wealth Management LLC | 3,209 | $139.1 萬 | 0.15% | −74−2.3% | 減碼 |
| Round Rock Advisors, LLC | 3,213 | $139.2 萬 | 0.18% | +71+2.3% | 加碼 |
| Five Oceans Advisors | 3,221 | $139.6 萬 | 0.45% | −17−0.5% | 減碼 |
| GLR Partners, LLC | 3,221 | $139.6 萬 | 0.65% | +65+2.1% | 加碼 |
| Brucke Financial, Inc. | 3,229 | $139.9 萬 | 0.62% | +36+1.1% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,230 | $140.0 萬 | 0.41% | +3,230 | 新進 |
| Atala Financial Inc | 3,234 | $140.1 萬 | 0.85% | 00.0% | 不變 |
| Strategies Wealth Advisors, LLC | 3,243 | $140.5 萬 | 0.13% | 00.0% | 不變 |
| Mechanics Financial Corp | 3,249 | $140.8 萬 | 0.50% | +1,088+50.3% | 加碼 |
| CORDA Investment Management, LLC. | 3,249 | $140.8 萬 | 0.09% | +3,249 | 新進 |
| Ipswich Investment Management Co., Inc. | 3,250 | $140.8 萬 | 0.30% | 00.0% | 不變 |
| Worth Asset Management, LLC | 3,253 | $141.0 萬 | 0.45% | −6,379−66.2% | 減碼 |
| Financial Advisors Network, Inc. | 3,254 | $141.0 萬 | 0.17% | −201−5.8% | 減碼 |
| Westmount Partners, LLC | 3,263 | $141.4 萬 | 0.31% | +133+4.2% | 加碼 |
| United Advisor Group, LLC | 3,269 | $141.7 萬 | 0.15% | +642+24.4% | 加碼 |
| MainStreet Investment Advisors LLC | 3,273 | $141.8 萬 | 0.19% | +1,879+134.8% | 加碼 |
| Manchester Capital Management LLC | 3,279 | $142.1 萬 | 0.18% | +118+3.7% | 加碼 |
| Franklin Street Advisors Inc | 3,280 | $142.1 萬 | 0.08% | −115−3.4% | 減碼 |
| Heartland Advisors Inc | 3,285 | $142.3 萬 | 0.06% | −5,427−62.3% | 減碼 |
| MJP Associates Inc | 3,287 | $142.4 萬 | 0.16% | +873+36.2% | 加碼 |
| Menard Financial Group LLC | 3,292 | $142.7 萬 | 0.78% | +2+0.1% | 加碼 |
| Braeburn Wealth Management LLC | 3,294 | $142.7 萬 | 0.61% | +440+15.4% | 加碼 |
| Poehling Capital Management, LLC | 3,300 | $143.0 萬 | 0.31% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,303 | $143.2 萬 | 0.21% | −1,326−28.6% | 減碼 |
| Secured Retirement Advisors, LLC | 3,308 | $143.3 萬 | 0.74% | +3,308 | 新進 |
| Canvas Wealth Advisors, LLC | 3,326 | $144.2 萬 | 0.20% | −89−2.6% | 減碼 |
| United Asset Strategies, Inc. | 3,329 | $144.3 萬 | 0.10% | −267−7.4% | 減碼 |
| Regent Peak Wealth Advisors LLC | 3,331 | $144.3 萬 | 0.27% | +6+0.2% | 加碼 |
| Lodestone Wealth Management LLC | 3,358 | $145.5 萬 | 0.51% | −553−14.1% | 減碼 |
| Osborne Partners Capital Management, LLC | 3,361 | $145.6 萬 | 0.08% | −390−10.4% | 減碼 |
| Fairvoy Private Wealth, LLC | 3,361 | $145.6 萬 | 0.29% | −11−0.3% | 減碼 |
| Falcon Wealth Planning | 3,363 | $145.7 萬 | 0.09% | −495−12.8% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,363 | $145.7 萬 | 0.90% | −167−4.7% | 減碼 |
| Signal Advisors Wealth, LLC | 3,363 | $145.7 萬 | 0.08% | +824+32.5% | 加碼 |
| Oak Harvest Investment Services | 3,366 | $145.9 萬 | 0.14% | −1,015−23.2% | 減碼 |
| Affinity Wealth Management LLC | 3,370 | $146.0 萬 | 0.19% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 3,375 | $146.2 萬 | 0.14% | −67−1.9% | 減碼 |
| C M Bidwell & Associates Ltd | 3,375 | $146.2 萬 | 0.60% | +442+15.1% | 加碼 |
| Ramirez Asset Management, Inc. | 3,380 | $146.5 萬 | 0.15% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,385 | $146.8 萬 | 0.02% | +1,281+60.9% | 加碼 |
| Kendall Capital Management | 3,390 | $146.9 萬 | 0.24% | −175−4.9% | 減碼 |
| Horizon Family Wealth, Inc. | 3,392 | $147.0 萬 | 0.67% | −34−1.0% | 減碼 |
| Onefund, LLC | 3,407 | $147.6 萬 | 0.84% | −45−1.3% | 減碼 |
| LVZ Advisors, Inc. | 3,414 | $147.9 萬 | 0.15% | −437−11.3% | 減碼 |
| Wall Street Financial Group, Inc. | 3,416 | $148.0 萬 | 0.79% | −91−2.6% | 減碼 |
| Sentinus, LLC | 3,416 | $148.0 萬 | 0.12% | +344+11.2% | 加碼 |
| CFM Wealth Partners LLC | 3,426 | $148.5 萬 | 0.19% | 00.0% | 不變 |
| J. M. Brown & Associates Inc. | 3,429 | $148.6 萬 | 0.85% | +3,429 | 新進 |
| One Wealth Advisors, LLC | 3,430 | $148.6 萬 | 0.16% | +316+10.1% | 加碼 |
| Centiva Capital, LP | 3,440 | $149.1 萬 | 0.05% | +3,440 | 新進 |
| Bellwether Advisors, LLC | 3,445 | $149.3 萬 | 0.22% | +3,445 | 新進 |
| Accredited Investors Inc. | 3,447 | $149.4 萬 | 0.06% | +3,447 | 新進 |
| MTM Investment Management, LLC | 3,453 | $149.6 萬 | 0.43% | +16+0.5% | 加碼 |
| Roberts Glore & Co Inc | 3,458 | $149.8 萬 | 0.37% | −221−6.0% | 減碼 |
| Powell Investment Advisors, LLC | 3,460 | $150.0 萬 | 0.47% | 00.0% | 不變 |
| Rockland Trust Co | 3,469 | $150.3 萬 | 0.06% | +120+3.6% | 加碼 |
| Blue Water Asset Management | 3,471 | $150.4 萬 | 0.49% | +12+0.3% | 加碼 |
| Red Reef Advisors LLC | 3,477 | $150.7 萬 | 1.39% | +3,477 | 新進 |
| CMT Capital Markets Trading GmbH | 3,483 | $150.9 萬 | 0.79% | +1,334+62.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,503 | $151.8 萬 | 0.31% | +547+18.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 3,525 | $152.3 萬 | 0.08% | +3,525 | 新進 |
| Sittner & Nelson, LLC | 3,515 | $152.3 萬 | 0.48% | 00.0% | 不變 |
| CenterBook Partners LP | 3,518 | $152.4 萬 | 0.07% | −54,061−93.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 3,530 | $153.0 萬 | 0.66% | −2,935−45.4% | 減碼 |
| Darden Wealth Group Inc | 3,533 | $153.1 萬 | 0.61% | −32−0.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 3,544 | $153.6 萬 | 0.03% | −38,231−91.5% | 減碼 |