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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 5,344 | $231.6 萬 | 0.40% | +54+1.0% | 加碼 |
| Dark Forest Capital Management LP | 5,360 | $232.3 萬 | 0.15% | −1,092−16.9% | 減碼 |
| BOS Asset Management, LLC | 5,400 | $234.0 萬 | 0.54% | −350−6.1% | 減碼 |
| Perennial Investment Advisors, LLC | 5,400 | $234.0 萬 | 0.16% | +210+4.0% | 加碼 |
| Cito Capital Group, LLC | 5,400 | $234.1 萬 | 0.63% | +5,400 | 新進 |
| Retirement Planning Group | 5,415 | $234.7 萬 | 0.06% | +190+3.6% | 加碼 |
| USA Financial Formulas | 5,416 | $234.7 萬 | 0.43% | +5,416 | 新進 |
| TownSquare Capital, LLC | 5,424 | $235.0 萬 | 0.43% | +34+0.6% | 加碼 |
| Centennial Bank | 5,440 | $235.7 萬 | 0.76% | −30−0.5% | 減碼 |
| Herold Advisors, Inc. | 5,450 | $236.0 萬 | 0.47% | −131−2.3% | 減碼 |
| Advisory Resource Group | 5,447 | $236.0 萬 | 0.35% | −27−0.5% | 減碼 |
| RDA Financial Network | 5,461 | $236.6 萬 | 0.52% | +5,461 | 新進 |
| Pacific Point Advisors, LLC | 5,467 | $236.9 萬 | 1.08% | +75+1.4% | 加碼 |
| Capco Asset Management, LLC | 5,486 | $237.7 萬 | 0.65% | −40,985−88.2% | 減碼 |
| Bridgefront Capital, LLC | 5,513 | $238.9 萬 | 0.63% | +4,121+296.0% | 加碼 |
| Fiduciary Alliance LLC | 5,517 | $239.0 萬 | 0.16% | +1,503+37.4% | 加碼 |
| Trust Point Inc. | 5,560 | $240.9 萬 | 0.20% | +386+7.5% | 加碼 |
| Quantbot Technologies LP | 5,562 | $241.0 萬 | 0.10% | −23,434−80.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 5,567 | $241.2 萬 | 0.32% | −521−8.6% | 減碼 |
| World Equity Group, Inc. | 5,576 | $241.6 萬 | 0.54% | +29+0.5% | 加碼 |
| VeraBank, N.A. | 5,585 | $242.0 萬 | 0.40% | −250−4.3% | 減碼 |
| Tuttle Tactical Management | 5,590 | $242.2 萬 | 1.63% | +5,590 | 新進 |
| Legacy Edge Advisors, LLC | 5,593 | $242.4 萬 | 0.22% | −105−1.8% | 減碼 |
| Keeler Thomas Management LLC | 5,597 | $242.5 萬 | 0.86% | +565+11.2% | 加碼 |
| Legacy Private Trust Co. | 5,597 | $242.5 萬 | 0.14% | +4,648+489.8% | 加碼 |
| Founders Capital Management, LLC | 5,609 | $243.1 萬 | 0.36% | 00.0% | 不變 |
| Spence Asset Management | 5,637 | $244.3 萬 | 0.58% | +5,637 | 新進 |
| Legal Advantage Investments, Inc. | 5,648 | $244.7 萬 | 0.86% | −216−3.7% | 減碼 |
| Avail Investment Partners, LLC | 5,652 | $244.9 萬 | 1.89% | +224+4.1% | 加碼 |
| TRUE Private Wealth Advisors | 5,660 | $245.2 萬 | 0.21% | −3,711−39.6% | 減碼 |
| Ignite Planners, LLC | 5,671 | $245.8 萬 | 0.34% | +63+1.1% | 加碼 |
| Excelsior Advisor Network LLC | 5,686 | $246.4 萬 | 0.33% | +1,770+45.2% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,695 | $246.8 萬 | 0.82% | +80+1.4% | 加碼 |
| Allium Financial Advisors, LLC | 5,709 | $247.4 萬 | 1.62% | −1,669−22.6% | 減碼 |
| Capstone Financial Advisors, Inc. | 5,710 | $247.4 萬 | 0.12% | +737+14.8% | 加碼 |
| Flow Traders U.S. LLC | 5,720 | $247.9 萬 | 0.10% | +5,720 | 新進 |
| Generali Investments, Management Co LLC | 5,731 | $248.3 萬 | 0.54% | −4,351−43.2% | 減碼 |
| Empirical Asset Management, LLC | 5,743 | $248.9 萬 | 0.56% | +3,337+138.7% | 加碼 |
| Arvest Investments, Inc. | 5,746 | $249.0 萬 | 0.30% | +6+0.1% | 加碼 |
| Cove Private Wealth, LLC | 5,760 | $249.6 萬 | 0.48% | 00.0% | 不變 |
| Montecito Bank & Trust | 5,786 | $250.7 萬 | 0.38% | −489−7.8% | 減碼 |
| Optas, LLC | 5,856 | $253.8 萬 | 0.36% | −190−3.1% | 減碼 |
| Astoria Portfolio Advisors LLC. | 5,872 | $254.5 萬 | 0.43% | +498+9.3% | 加碼 |
| Strathmore Capital Advisors, Inc. | 7,903 | $254.5 萬 | 0.69% | −897−10.2% | 減碼 |
| Chesapeake Capital Corp | 5,885 | $255.0 萬 | 1.38% | +628+11.9% | 加碼 |
| Hohimer Wealth Management, LLC | 5,896 | $255.5 萬 | 0.26% | −36−0.6% | 減碼 |
| Guardian Wealth Advisors, LLC | 5,910 | $256.1 萬 | 0.15% | +985+20.0% | 加碼 |
| American National Bank | 5,938 | $257.3 萬 | 0.22% | −4−0.1% | 減碼 |
| Terra Nova Asset Management LLC | 5,992 | $259.6 萬 | 1.59% | +1,747+41.2% | 加碼 |
| Koshinski Asset Management, Inc. | 6,014 | $260.6 萬 | 0.14% | +170+2.9% | 加碼 |
| Park Capital Management, LLC | 6,027 | $261.2 萬 | 1.54% | +6,027 | 新進 |
| Novem Group | 6,029 | $261.2 萬 | 0.26% | −2,265−27.3% | 減碼 |
| Prosperity Financial Group, Inc. | 6,069 | $263.0 萬 | 0.82% | +9+0.1% | 加碼 |
| GTS Securities LLC | 6,093 | $264.0 萬 | 0.06% | +3,829+169.1% | 加碼 |
| Parkside Financial Bank & Trust | 6,155 | $266.7 萬 | 0.18% | +94+1.6% | 加碼 |
| International Assets Investment Management, LLC | 6,825 | $267.0 萬 | 0.16% | −254−3.6% | 減碼 |
| Applied Finance Capital Management, LLC | 6,166 | $267.2 萬 | 0.20% | −2,643−30.0% | 減碼 |
| Keyvantage Wealth, LLC | 6,225 | $269.8 萬 | 1.02% | +373+6.4% | 加碼 |
| Anchor Investment Management, LLC | 6,258 | $271.2 萬 | 0.20% | −379−5.7% | 減碼 |
| Legacy Advisors, LLC | 6,257 | $271.3 萬 | 0.25% | +341+5.8% | 加碼 |
| Caerus Investment Advisors, LLC | 6,272 | $271.8 萬 | 0.92% | −2,311−26.9% | 減碼 |
| Commerzbank Aktiengesellschaft | 6,301 | $273.0 萬 | 0.05% | −1,685−21.1% | 減碼 |
| Advyzon Investment Management, LLC | 6,348 | $275.1 萬 | 0.20% | +2,537+66.6% | 加碼 |
| Fagan Associates, Inc. | 6,380 | $276.5 萬 | 0.34% | −473−6.9% | 減碼 |
| HMV Wealth Advisors, LLC | 6,392 | $277.0 萬 | 1.08% | +53+0.8% | 加碼 |
| Regatta Capital Group, LLC | 6,396 | $277.2 萬 | 0.37% | −305−4.6% | 減碼 |
| Waterloo Capital, L.P. | 6,417 | $278.1 萬 | 0.16% | +321+5.3% | 加碼 |
| Navigation Group, LLC | 6,428 | $278.6 萬 | 0.54% | −49−0.8% | 減碼 |
| Symmetry Investments LP | 6,444 | $279.2 萬 | 0.31% | +6,444 | 新進 |
| Quotient Wealth Partners, LLC | 6,459 | $279.9 萬 | 0.07% | +386+6.4% | 加碼 |
| Westfuller Advisors, LLC | 6,468 | $280.5 萬 | 1.02% | −376−5.5% | 減碼 |
| CVA Family Office, LLC | 6,496 | $281.5 萬 | 0.25% | +20.0% | 加碼 |
| Carr Financial Group Corp | 6,512 | $282.2 萬 | 0.65% | −67−1.0% | 減碼 |
| Uhlmann Price Securities, LLC | 6,526 | $282.8 萬 | 0.11% | −12−0.2% | 減碼 |
| Ifrah Financial Services, Inc. | 6,539 | $283.4 萬 | 0.69% | −69−1.0% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,540 | $283.4 萬 | 0.09% | −14,877−69.5% | 減碼 |
| Keystone Financial Group | 6,543 | $283.5 萬 | 0.17% | −4,714−41.9% | 減碼 |
| denkapparat Operations GmbH | 6,550 | $283.8 萬 | 0.93% | −1,664−20.3% | 減碼 |
| Burr Financial Services, LLC | 6,550 | $283.8 萬 | 1.76% | −66−1.0% | 減碼 |
| Kingswood Wealth Advisors, LLC | 6,558 | $284.2 萬 | 0.11% | +1,242+23.4% | 加碼 |
| Strategic Wealth Partners, Ltd. | 6,594 | $285.7 萬 | 0.18% | −196−2.9% | 減碼 |
| Net Worth Advisory Group | 6,596 | $285.8 萬 | 0.72% | −620−8.6% | 減碼 |
| Modern Wealth Management, LLC | 6,624 | $287.1 萬 | 0.03% | +1,608+32.1% | 加碼 |
| Personal Cfo Solutions, LLC | 6,623 | $287.2 萬 | 0.42% | −590−8.2% | 減碼 |
| JMN Financial LLC | 6,651 | $288.4 萬 | 2.24% | +68+1.0% | 加碼 |
| Twin Tree Management, LP | 6,671 | $289.1 萬 | 0.45% | +6,671 | 新進 |
| Indivisible Partners | 6,686 | $289.7 萬 | 0.16% | +1,878+39.1% | 加碼 |
| Daymark Wealth Partners, LLC | 6,691 | $289.9 萬 | 0.07% | +363+5.7% | 加碼 |
| Essex Financial Services, Inc. | 6,693 | $290.0 萬 | 0.14% | −185−2.7% | 減碼 |
| Miracle Mile Advisors, LLC | 6,717 | $291.1 萬 | 0.03% | +1,036+18.2% | 加碼 |
| Brown Financial Advisors | 6,727 | $291.5 萬 | 1.02% | +683+11.3% | 加碼 |
| Physicians Financial Services, Inc. | 6,730 | $291.6 萬 | 0.73% | 00.0% | 不變 |
| Wealth Group, Ltd. | 6,730 | $291.6 萬 | 0.73% | +380+6.0% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 6,730 | $291.6 萬 | 0.32% | +666+11.0% | 加碼 |
| Nwam LLC | 6,751 | $292.6 萬 | 0.15% | +2,962+78.2% | 加碼 |
| Fayez Sarofim & Co | 6,768 | $293.3 萬 | 0.01% | −785−10.4% | 減碼 |
| Quent Capital, LLC | 6,814 | $295.3 萬 | 0.18% | +284+4.3% | 加碼 |
| Sovran Advisors, LLC | 10,979 | $296.0 萬 | 0.22% | +35+0.3% | 加碼 |
| RiverFront Investment Group, LLC | 6,835 | $296.2 萬 | 0.04% | +636+10.3% | 加碼 |
| Three Seasons Wealth, LLC | 6,854 | $297.0 萬 | 0.27% | −16,850−71.1% | 減碼 |