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 |
|---|---|---|---|---|---|
| Suvretta Capital Management, LLC | 4,302 | $186.4 萬 | 0.04% | +4,302 | 新進 |
| Silverleafe Capital Partners, LLC | 4,307 | $186.6 萬 | 0.51% | +806+23.0% | 加碼 |
| Enterprise Financial Services Corp | 4,319 | $187.2 萬 | 0.76% | +78+1.8% | 加碼 |
| Gen-Wealth Partners Inc | 4,336 | $187.9 萬 | 0.52% | +469+12.1% | 加碼 |
| Hoxton Planning & Management, LLC | 4,351 | $188.5 萬 | 0.49% | +30+0.7% | 加碼 |
| J.Safra Asset Management Corp | 4,352 | $188.6 萬 | 0.09% | +592+15.7% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 4,360 | $188.9 萬 | 0.68% | −350−7.4% | 減碼 |
| Elevatus Welath Management | 4,364 | $189.1 萬 | 0.46% | +1,512+53.0% | 加碼 |
| Wealthquest Corp | 4,370 | $189.4 萬 | 0.12% | +329+8.1% | 加碼 |
| Dutch Asset Corp | 4,372 | $189.5 萬 | 0.94% | +190+4.5% | 加碼 |
| West Wealth Group, LLC | 4,399 | $190.6 萬 | 0.31% | −7−0.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 4,414 | $190.7 萬 | 0.13% | +578+15.1% | 加碼 |
| Kingdom Financial Group LLC. | 4,411 | $191.2 萬 | 0.49% | −1,026−18.9% | 減碼 |
| Garrett Wealth Advisory Group, LLC | 4,438 | $192.3 萬 | 0.30% | +21+0.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 4,440 | $192.4 萬 | 0.10% | 00.0% | 不變 |
| Grove Bank & Trust | 4,442 | $192.5 萬 | 0.19% | +512+13.0% | 加碼 |
| Lyell Wealth Management, LP | 4,446 | $192.7 萬 | 0.12% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 4,455 | $193.0 萬 | 0.07% | +1,259+39.4% | 加碼 |
| MONECO Advisors, LLC | 4,469 | $193.7 萬 | 0.12% | +677+17.9% | 加碼 |
| Bellevue Asset Management, LLC | 4,496 | $194.8 萬 | 0.90% | −494−9.9% | 減碼 |
| Jackson Thornton Asset Management, LLC | 4,504 | $195.2 萬 | 0.15% | +177+4.1% | 加碼 |
| Caldwell Trust Co | 4,508 | $195.3 萬 | 0.16% | −304−6.3% | 減碼 |
| Guerra Pan Advisors, LLC | 4,520 | $195.9 萬 | 1.09% | 00.0% | 不變 |
| Advisor OS, LLC | 4,525 | $196.0 萬 | 0.13% | +927+25.8% | 加碼 |
| Discovery Capital Management, LLC | 4,568 | $197.9 萬 | 0.08% | −293,448−98.5% | 減碼 |
| RMR Wealth Builders | 4,579 | $198.4 萬 | 0.12% | −214−4.5% | 減碼 |
| Fortis Group Advisors, LLC | 4,581 | $198.5 萬 | 0.32% | +4+0.1% | 加碼 |
| Eastern Bank | 4,590 | $198.9 萬 | 0.03% | −165−3.5% | 減碼 |
| Delphi Management Inc | 4,609 | $199.7 萬 | 1.95% | −597−11.5% | 減碼 |
| Lodestar Private Asset Management LLC | 4,610 | $199.8 萬 | 0.17% | −200−4.2% | 減碼 |
| Victory Financial Group, LLC | 4,622 | $200.3 萬 | 0.21% | +164+3.7% | 加碼 |
| Access Financial Services, Inc. | 4,631 | $200.7 萬 | 0.66% | −84−1.8% | 減碼 |
| K2 Principal Fund, L.P. | 4,631 | $200.7 萬 | 0.18% | +2,631+131.5% | 加碼 |
| Aviso Financial Inc. | 4,639 | $201.0 萬 | 0.07% | +735+18.8% | 加碼 |
| SageView Advisory Group, LLC | 4,664 | $202.1 萬 | 0.07% | +168+3.7% | 加碼 |
| Cambient Family Office, LLC | 4,686 | $203.2 萬 | 0.25% | +485+11.5% | 加碼 |
| Milestone Asset Management, LLC | 4,692 | $203.3 萬 | 0.32% | −9,412−66.7% | 減碼 |
| FSM Wealth Advisors, LLC | 4,697 | $203.5 萬 | 0.22% | +100+2.2% | 加碼 |
| REX Advisers, LLC | 4,700 | $203.7 萬 | 5.47% | +4,700 | 新進 |
| Salem Investment Counselors Inc | 4,699 | $203.7 萬 | 0.05% | −22−0.5% | 減碼 |
| Tactive Advisors, LLC | 4,710 | $204.1 萬 | 0.50% | +1,069+29.4% | 加碼 |
| Affinity Investment Advisors, LLC | 4,714 | $204.3 萬 | 1.04% | −268−5.4% | 減碼 |
| Natural Investments, LLC | 4,717 | $204.4 萬 | 0.45% | +684+17.0% | 加碼 |
| Basecamp Wealth Advisors LLC | 4,718 | $204.4 萬 | 0.38% | +120+2.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 4,724 | $204.7 萬 | 0.08% | −8,488−64.2% | 減碼 |
| Ninepoint Partners LP | 4,728 | $204.9 萬 | 0.18% | +4,728 | 新進 |
| Schnieders Capital Management, LLC. | 4,739 | $205.4 萬 | 0.27% | +1,869+65.1% | 加碼 |
| West Michigan Advisors, LLC | 4,738 | $205.4 萬 | 0.39% | −320−6.3% | 減碼 |
| Xxi Wealth, LLC | 4,749 | $205.8 萬 | 0.95% | +376+8.6% | 加碼 |
| Columbia Asset Management | 4,750 | $205.8 萬 | 0.36% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 4,772 | $206.8 萬 | 0.15% | −5,651−54.2% | 減碼 |
| Tandem Capital Management Corp | 4,800 | $208.0 萬 | 0.87% | 00.0% | 不變 |
| Conservest Capital Advisors, Inc. | 4,841 | $209.8 萬 | 0.17% | −30−0.6% | 減碼 |
| LJI Wealth Management, LLC | 4,856 | $210.4 萬 | 0.29% | −1,905−28.2% | 減碼 |
| Crestmont Private Wealth LLC | 4,869 | $211.0 萬 | 0.59% | −455−8.5% | 減碼 |
| Capital Advisors, Ltd. LLC | 4,878 | $211.4 萬 | 0.21% | +201+4.3% | 加碼 |
| Stevens Capital Management LP | 4,883 | $211.6 萬 | 0.51% | +722+17.4% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,888 | $211.8 萬 | 0.08% | +2,715+124.9% | 加碼 |
| Biltmore Family Office, LLC | 4,890 | $212.0 萬 | 0.28% | −10−0.2% | 減碼 |
| Bosman Wealth Management, LLC | 4,896 | $212.2 萬 | 1.32% | +4,896 | 新進 |
| Eagle Wealth Advisors LLC | 4,899 | $212.4 萬 | 1.62% | +183+3.9% | 加碼 |
| Ridgeline Wealth Planning, LLC | 4,910 | $212.8 萬 | 1.35% | +547+12.5% | 加碼 |
| Drive Wealth Management, LLC | 4,908 | $212.8 萬 | 0.38% | +267+5.8% | 加碼 |
| Pitcairn Wealth Advisors LLC | 4,934 | $213.8 萬 | 0.23% | −2,077−29.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 4,936 | $213.9 萬 | 0.11% | −1,496−23.3% | 減碼 |
| Evercore Wealth Management, LLC | 4,944 | $214.2 萬 | 0.03% | −50−1.0% | 減碼 |
| Fox Hill Wealth Management | 4,944 | $214.2 萬 | 0.86% | +2,293+86.5% | 加碼 |
| Ethos Capital Management, Inc. | 4,944 | $214.3 萬 | 1.53% | +4,944 | 新進 |
| Telos Capital Management, Inc. | 4,954 | $214.7 萬 | 0.19% | −148−2.9% | 減碼 |
| Aigen Investment Management, LP | 4,956 | $214.8 萬 | 0.59% | +2,307+87.1% | 加碼 |
| Alta Advisers Ltd | 4,980 | $215.8 萬 | 0.49% | 00.0% | 不變 |
| Old West Investment Management, LLC | 5,000 | $216.7 萬 | 0.23% | +5,000 | 新進 |
| BIP Wealth, LLC | 5,010 | $217.1 萬 | 0.06% | +639+14.6% | 加碼 |
| Chilton Capital Management LLC | 5,033 | $218.1 萬 | 0.07% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 5,106 | $218.4 萬 | 0.05% | −8,941−63.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,046 | $218.7 萬 | 0.00% | −31−0.6% | 減碼 |
| Clear Creek Financial Management, LLC | 5,046 | $218.7 萬 | 0.14% | −172−3.3% | 減碼 |
| Sym Financial Corp | 5,050 | $218.8 萬 | 0.18% | −23−0.5% | 減碼 |
| JT Stratford LLC | 5,066 | $219.5 萬 | 0.24% | −1,301−20.4% | 減碼 |
| Index Technologies Group LLC | 5,092 | $220.7 萬 | 1.76% | +47+0.9% | 加碼 |
| MBL Wealth, LLC | 5,092 | $220.7 萬 | 0.15% | +345+7.3% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 5,105 | $221.2 萬 | 1.89% | −5,000−49.5% | 減碼 |
| Dynasty Wealth Management, LLC | 5,107 | $221.3 萬 | 0.02% | −625−10.9% | 減碼 |
| Beacon Financial Group | 5,124 | $222.0 萬 | 0.20% | +260+5.3% | 加碼 |
| Ariadne Wealth Management, LP | 5,131 | $222.3 萬 | 0.98% | −157−3.0% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,136 | $222.6 萬 | 1.02% | +3,236+170.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,137 | $222.6 萬 | 0.21% | +133+2.7% | 加碼 |
| Chase Investment Counsel Corp | 5,148 | $223.0 萬 | 0.47% | 00.0% | 不變 |
| Field & Main Bank | 5,180 | $224.5 萬 | 0.46% | +25+0.5% | 加碼 |
| May Hill Capital, LLC | 5,184 | $224.6 萬 | 0.47% | −137−2.6% | 減碼 |
| AdvisorNet Financial, Inc | 5,206 | $225.6 萬 | 0.10% | −1,369−20.8% | 減碼 |
| Oslo Pensjonsforsikring AS | 5,234 | $226.8 萬 | 0.26% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 5,237 | $226.9 萬 | 0.40% | +112+2.2% | 加碼 |
| Gould Capital, LLC | 5,250 | $227.5 萬 | 1.27% | −2,684−33.8% | 減碼 |
| Stoneridge Investment Partners LLC | 7,770 | $227.7 萬 | 1.49% | −1,507−16.2% | 減碼 |
| Lester Murray Antman dba SimplyRich | 70,136 | $228.0 萬 | 0.53% | +66,896+2,064.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 5,280 | $228.8 萬 | 0.49% | +5,280 | 新進 |
| Berbice Capital Management LLC | 5,300 | $229.7 萬 | 1.19% | +100+1.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 5,316 | $230.3 萬 | 0.05% | −465−8.0% | 減碼 |
| Rare Wolf Capital LLC | 5,319 | $230.5 萬 | 1.48% | 00.0% | 不變 |