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 |
|---|---|---|---|---|---|
| TFR Capital, LLC. | 8,569 | $371.3 萬 | 1.05% | +49+0.6% | 加碼 |
| Keel Point, LLC | 8,581 | $371.8 萬 | 0.22% | −1,509−15.0% | 減碼 |
| Compass Financial Management LLC | 8,814 | $372.1 萬 | 0.45% | +8,814 | 新進 |
| Freestone Capital Holdings, LLC | 8,631 | $374.0 萬 | 0.10% | −18−0.2% | 減碼 |
| WealthPlan Investment Management, LLC | 8,736 | $378.5 萬 | 0.19% | +1,040+13.5% | 加碼 |
| Carolina Wealth Advisors, LLC | 8,739 | $378.7 萬 | 1.48% | −2,641−23.2% | 減碼 |
| Goldstream Capital Management Ltd | 8,772 | $380.1 萬 | 4.53% | −5,373−38.0% | 減碼 |
| Compass Capital Corp | 12,265 | $380.6 萬 | 1.24% | −3,692−23.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,794 | $381.1 萬 | 0.13% | −1,215−12.1% | 減碼 |
| Virtus ETF Advisers LLC | 8,797 | $381.2 萬 | 1.47% | +1,177+15.4% | 加碼 |
| Venturi Wealth Management, LLC | 8,823 | $382.3 萬 | 0.15% | −348−3.8% | 減碼 |
| Persistent Asset Partners Ltd | 8,824 | $382.4 萬 | 1.21% | +8,824 | 新進 |
| Henson-Edgewater Management, LLC | 11,744 | $383.0 萬 | 1.99% | −305−2.5% | 減碼 |
| First Commonwealth Financial Corp | 8,881 | $384.8 萬 | 0.54% | +242+2.8% | 加碼 |
| Cim Investment Mangement Inc | 8,884 | $385.0 萬 | 0.92% | −789−8.2% | 減碼 |
| Shelton Wealth Management, LLC | 8,896 | $385.5 萬 | 1.53% | −3,352−27.4% | 減碼 |
| Custom Index Systems, LLC | 8,926 | $386.8 萬 | 1.39% | +60+0.7% | 加碼 |
| O'Neil Global Advisors, Inc. | 8,931 | $387.0 萬 | 0.87% | +8,931 | 新進 |
| Willner & Heller, LLC | 8,951 | $387.9 萬 | 2.43% | −1,412−13.6% | 減碼 |
| Red Door Wealth Management, LLC | 8,979 | $389.1 萬 | 0.36% | +99+1.1% | 加碼 |
| Itau Unibanco Holding S.A. | 9,000 | $390.0 萬 | 0.08% | +6,800+309.1% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $394.8 萬 | 0.39% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 9,120 | $395.2 萬 | 0.57% | +6,564+256.8% | 加碼 |
| Towerpoint Wealth, LLC | 9,127 | $395.5 萬 | 1.37% | +9,127 | 新進 |
| Integrated Advisors Network LLC | 9,145 | $396.3 萬 | 0.18% | −9,393−50.7% | 減碼 |
| Decatur Capital Management, Inc. | 9,160 | $396.9 萬 | 1.35% | +9,160 | 新進 |
| LGT Group Foundation | 9,187 | $398.1 萬 | 0.05% | +880+10.6% | 加碼 |
| Seek First Inc. | 9,222 | $399.6 萬 | 2.52% | +9+0.1% | 加碼 |
| Mirador Capital Partners LP | 9,237 | $400.3 萬 | 0.49% | −673−6.8% | 減碼 |
| WSFS Capital Management, LLC | 9,249 | $400.8 萬 | 0.17% | −349−3.6% | 減碼 |
| Truvestments Capital LLC | 9,254 | $401.0 萬 | 0.60% | +78+0.9% | 加碼 |
| Centaurus Financial, Inc. | 9,262 | $401.3 萬 | 0.16% | −509−5.2% | 減碼 |
| Portside Wealth Group, LLC | 9,282 | $402.2 萬 | 0.47% | −628−6.3% | 減碼 |
| Systematic Financial Management LP | 9,300 | $403.0 萬 | 0.08% | 00.0% | 不變 |
| Karani Asset Management LLC | 9,330 | $404.3 萬 | 2.94% | −159−1.7% | 減碼 |
| Abc Arbitrage SA | 9,362 | $405.7 萬 | 0.44% | −5,107−35.3% | 減碼 |
| Ballast Rock Private Wealth LLC | 9,364 | $406.0 萬 | 1.88% | −315−3.3% | 減碼 |
| Havemeyer Place LP | 9,375 | $406.2 萬 | 0.40% | +9,375 | 新進 |
| Rehmann Capital Advisory Group | 9,408 | $407.2 萬 | 0.19% | +646+7.4% | 加碼 |
| Hennessy Advisors Inc | 9,424 | $408.4 萬 | 0.13% | +9,424 | 新進 |
| Myriad Asset Management Advisors LLC | 9,437 | $408.9 萬 | 0.96% | −3,395−26.5% | 減碼 |
| SC&H Financial Advisors, Inc. | 9,439 | $409.0 萬 | 0.54% | +20.0% | 加碼 |
| Busey Wealth Management | 9,471 | $410.4 萬 | 0.10% | −163−1.7% | 減碼 |
| Jamison Private Wealth Management, Inc. | 9,485 | $411.0 萬 | 0.43% | +775+8.9% | 加碼 |
| Cypress Capital, LLC | 9,488 | $411.1 萬 | 1.12% | −5,129−35.1% | 減碼 |
| Orrstown Financial Services Inc | 9,493 | $411.4 萬 | 0.61% | +30.0% | 加碼 |
| Atom Investors LP | 9,535 | $413.2 萬 | 0.37% | +9,535 | 新進 |
| Portfolio Design Labs, LLC | 9,552 | $413.9 萬 | 0.68% | −510−5.1% | 減碼 |
| Belpointe Asset Management LLC | 9,570 | $414.7 萬 | 0.14% | −505−5.0% | 減碼 |
| AXS Investments LLC | 9,599 | $416.0 萬 | 1.18% | +5,534+136.1% | 加碼 |
| McDonald Partners LLC | 9,600 | $416.0 萬 | 1.01% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 9,613 | $416.5 萬 | 0.51% | +424+4.6% | 加碼 |
| Avenir Tech Ltd | 9,618 | $416.8 萬 | 0.68% | +9,618 | 新進 |
| Grant Private Wealth Management Inc | 9,650 | $418.2 萬 | 1.76% | −40−0.4% | 減碼 |
| Outlook Wealth Advisors, LLC | 9,697 | $418.6 萬 | 0.90% | −711−6.8% | 減碼 |
| Western Wealth Management, LLC | 9,684 | $419.6 萬 | 0.14% | −407−4.0% | 減碼 |
| Marex Group plc | 9,685 | $419.7 萬 | 0.03% | −893−8.4% | 減碼 |
| Signature Resources Capital Management, LLC | 9,718 | $421.1 萬 | 1.66% | +2,584+36.2% | 加碼 |
| Lighthouse Financial Services Inc | 10,768 | $421.3 萬 | 0.89% | −2,513−18.9% | 減碼 |
| Global Trust Asset Management, LLC | 9,725 | $421.4 萬 | 1.32% | −977−9.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 9,731 | $421.7 萬 | 0.20% | +855+9.6% | 加碼 |
| Sciencast Management LP | 9,769 | $423.3 萬 | 0.88% | −20,162−67.4% | 減碼 |
| Anchor Bay Capital, Inc. | 13,929 | $426.8 萬 | 2.30% | +13,929 | 新進 |
| Security National Bank of So Dak | 9,900 | $429.0 萬 | 1.98% | +25+0.3% | 加碼 |
| RAM Investment Partners, LLC | 9,905 | $429.2 萬 | 0.69% | −1,120−10.2% | 減碼 |
| Silvant Capital Management LLC | 9,936 | $430.6 萬 | 0.13% | −11,191−53.0% | 減碼 |
| Triangle Securities Wealth Management | 9,985 | $432.7 萬 | 0.86% | −458−4.4% | 減碼 |
| Ardsley Advisory Partners LP | 10,000 | $433.3 萬 | 0.47% | +10,000 | 新進 |
| St. Louis Financial Planners Asset Management, LLC | 12,368 | $434.6 萬 | 2.32% | +12,368 | 新進 |
| Naviter Wealth, LLC | 10,061 | $436.2 萬 | 0.40% | +988+10.9% | 加碼 |
| RFG Advisory, LLC | 10,069 | $436.3 萬 | 0.07% | −5,868−36.8% | 減碼 |
| Lake Street Financial LLC | 10,078 | $436.7 萬 | 0.50% | −921−8.4% | 減碼 |
| NBC Securities, Inc. | 10,114 | $438.3 萬 | 0.30% | −233−2.3% | 減碼 |
| Goldenstone Wealth Management LLC | 10,180 | $441.1 萬 | 2.89% | −213−2.0% | 減碼 |
| BSW Wealth Partners | 10,210 | $442.4 萬 | 0.49% | −292−2.8% | 減碼 |
| Americana Partners, LLC | 10,295 | $446.1 萬 | 0.10% | −3,865−27.3% | 減碼 |
| Bull Harbor Capital LLC | 10,334 | $447.8 萬 | 0.87% | −456−4.2% | 減碼 |
| Lathrop Investment Management Corp | 10,338 | $448.0 萬 | 0.79% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 10,357 | $448.8 萬 | 0.09% | +172+1.7% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 10,370 | $449.4 萬 | 0.90% | +8,508+456.9% | 加碼 |
| Rothschild Investment LLC | 10,377 | $449.7 萬 | 0.17% | +3,776+57.2% | 加碼 |
| WCG Wealth Advisors LLC | 10,398 | $450.6 萬 | 0.11% | −3,934−27.4% | 減碼 |
| Range Advisory, LLC | 10,463 | $453.4 萬 | 0.54% | +1,437+15.9% | 加碼 |
| Elyxium Wealth, LLC | 10,468 | $453.6 萬 | 0.48% | +488+4.9% | 加碼 |
| Angeles Wealth Management, LLC | 10,468 | $453.9 萬 | 0.21% | +310+3.1% | 加碼 |
| Verdence Capital Advisors LLC | 10,489 | $454.5 萬 | 0.24% | −2,514−19.3% | 減碼 |
| F/M Investments LLC | 10,494 | $454.7 萬 | 0.23% | +2,037+24.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 10,607 | $459.6 萬 | 0.02% | −545−4.9% | 減碼 |
| BNP Paribas | 10,795 | $460.4 萬 | 0.12% | −14,575−57.4% | 減碼 |
| Hilton Head Capital Partners, LLC | 10,635 | $460.8 萬 | 2.32% | −158−1.5% | 減碼 |
| MOKAN Wealth Management Inc. | 10,653 | $461.6 萬 | 1.76% | −37−0.3% | 減碼 |
| Harrell Investment Partners, LLC | 10,660 | $461.9 萬 | 1.00% | −1,000−8.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,674 | $462.5 萬 | 0.09% | +42+0.4% | 加碼 |
| Stance Capital LLC | 10,677 | $462.7 萬 | 1.41% | +10,677 | 新進 |
| Pathway Financial Advisers, LLC | 10,785 | $467.0 萬 | 1.18% | −22−0.2% | 減碼 |
| Hilltop Holdings Inc. | 10,788 | $467.5 萬 | 0.38% | −2,108−16.3% | 減碼 |
| Algert Global LLC | 10,855 | $470.4 萬 | 0.06% | −24,110−69.0% | 減碼 |
| Strategic Investment Advisors | 10,899 | $472.3 萬 | 0.29% | −321−2.9% | 減碼 |
| Neo Ivy Capital Management | 10,905 | $472.5 萬 | 1.09% | +7,145+190.0% | 加碼 |
| Invera Wealth Advisors, LLC | 10,952 | $474.6 萬 | 2.55% | −7,952−42.1% | 減碼 |