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
2026 年第 3 季的資料還在陸續進來，目前 8 家機構申報持有 LRCX。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| Matisse Capital | 18,130 | $785.6 萬 | 3.15% | −1,000−5.2% | 減碼 |
| ABN AMRO Bank N.V. | 18,205 | $786.3 萬 | 0.10% | −4,325−19.2% | 減碼 |
| Catalyst Funds Management Pty Ltd | 18,202 | $788.7 萬 | 0.44% | +18,202 | 新進 |
| Tocqueville Asset Management L.P. | 18,240 | $790.4 萬 | 0.10% | −645−3.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 18,265 | $791.9 萬 | 0.20% | +1,163+6.8% | 加碼 |
| ExodusPoint Capital Management, LP | 18,328 | $794.2 萬 | 0.07% | −34,229−65.1% | 減碼 |
| Joseph Group Capital Management | 18,363 | $795.7 萬 | 1.67% | −3,631−16.5% | 減碼 |
| Marietta Investment Partners LLC | 18,374 | $796.2 萬 | 1.37% | +400+2.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,420 | $798.2 萬 | 0.55% | −50−0.3% | 減碼 |
| Sphera Funds Management Ltd. | 18,470 | $800.4 萬 | 1.15% | +18,470 | 新進 |
| Trustmark National Bank Trust Department | 18,524 | $802.7 萬 | 0.48% | −182−1.0% | 減碼 |
| Davenport & Co LLC | 18,588 | $805.5 萬 | 0.04% | +325+1.8% | 加碼 |
| Farmers & Merchants Investments Inc | 18,595 | $805.8 萬 | 0.20% | +90+0.5% | 加碼 |
| Asio Capital, LLC | 18,614 | $806.6 萬 | 1.03% | −7,615−29.0% | 減碼 |
| Savvy Advisors, Inc. | 18,652 | $808.3 萬 | 0.17% | +6,707+56.1% | 加碼 |
| Central Trust Co | 18,670 | $809.0 萬 | 0.15% | −2,020−9.8% | 減碼 |
| CoreCap Advisors, LLC | 18,680 | $809.5 萬 | 0.24% | −2,187−10.5% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 18,726 | $811.5 萬 | 0.79% | −6,254−25.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 18,849 | $816.8 萬 | 1.07% | +9,386+99.2% | 加碼 |
| Moors & Cabot, Inc. | 18,910 | $819.4 萬 | 0.32% | −3,276−14.8% | 減碼 |
| Dara Capital US, Inc. | 18,964 | $821.8 萬 | 5.67% | +4,341+29.7% | 加碼 |
| Wedbush Securities Inc | 19,000 | $823.3 萬 | 0.21% | +808+4.4% | 加碼 |
| Mutual Advisors, LLC | 19,057 | $825.8 萬 | 0.16% | +9,280+94.9% | 加碼 |
| Baader Bank INC | 19,087 | $827.1 萬 | 0.68% | +2,557+15.5% | 加碼 |
| LGT Fund Management Co Ltd. | 19,161 | $830.3 萬 | 0.35% | −4,294−18.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 19,163 | $830.4 萬 | 0.52% | −996−4.9% | 減碼 |
| IHT Wealth Management, LLC | 19,185 | $831.3 萬 | 0.18% | −2,237−10.4% | 減碼 |
| Commonwealth Retirement Investments LLC | 19,357 | $838.8 萬 | 2.28% | −12,389−39.0% | 減碼 |
| MWA Asset Management | 19,405 | $840.9 萬 | 3.80% | −3,274−14.4% | 減碼 |
| Concentric Capital Strategies, LP | 19,506 | $845.3 萬 | 0.52% | +17,971+1,170.7% | 加碼 |
| Conning Inc. | 19,621 | $850.2 萬 | 0.25% | −7,244−27.0% | 減碼 |
| Nations Financial Group Inc, | 19,644 | $851.3 萬 | 0.41% | +7,651+63.8% | 加碼 |
| Leuthold Group, LLC | 19,702 | $853.7 萬 | 0.86% | −1,055−5.1% | 減碼 |
| Sowell Financial Services LLC | 19,705 | $853.9 萬 | 0.28% | −85−0.4% | 減碼 |
| Regions Financial Corp | 19,760 | $856.3 萬 | 0.05% | +863+4.6% | 加碼 |
| Highland Capital Management, LLC | 19,763 | $856.4 萬 | 0.39% | −2,294−10.4% | 減碼 |
| Advisory Research Inc | 19,824 | $859.0 萬 | 0.86% | −127−0.6% | 減碼 |
| Sig Brokerage, LP | 19,841 | $859.8 萬 | 1.37% | +6,538+49.1% | 加碼 |
| Ronald Blue Trust, Inc. | 19,846 | $860.0 萬 | 0.09% | +1,008+5.4% | 加碼 |
| Mainstay Capital Management LLC | 19,851 | $860.2 萬 | 0.64% | −10,745−35.1% | 減碼 |
| Sigma Planning Corp | 19,859 | $860.5 萬 | 0.22% | −2,114−9.6% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 19,925 | $863.4 萬 | 0.88% | −1,775−8.2% | 減碼 |
| Viking Fund Management LLC | 20,000 | $866.7 萬 | 0.78% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,000 | $866.7 萬 | 1.39% | +20,000 | 新進 |
| Arini Captial Management Ltd | 20,000 | $866.7 萬 | 0.89% | +20,000 | 新進 |
| Fulton Bank, N.A. | 20,019 | $867.5 萬 | 0.27% | +2,500+14.3% | 加碼 |
| Aaron Wealth Advisors | 20,037 | $868.3 萬 | 0.44% | −1,116−5.3% | 減碼 |
| Meridian Wealth Management, LLC | 20,080 | $870.1 萬 | 0.27% | +3,725+22.8% | 加碼 |
| Denali Advisors LLC | 20,139 | $872.7 萬 | 0.88% | +20,139 | 新進 |
| Albert D Mason Inc | 20,163 | $873.7 萬 | 4.97% | −338−1.6% | 減碼 |
| Harfst & Associates, Inc. | 20,169 | $874.0 萬 | 1.36% | −2,534−11.2% | 減碼 |
| Shoker Investment Counsel, Inc. | 20,231 | $876.7 萬 | 2.20% | −5,390−21.0% | 減碼 |
| Matthews International Capital Management LLC | 20,295 | $879.4 萬 | 3.01% | −7,840−27.9% | 減碼 |
| Thornburg Investment Management Inc | 20,299 | $879.6 萬 | 0.08% | +20,299 | 新進 |
| Benchmark Investment Advisors LLC | 20,378 | $883.0 萬 | 3.87% | −211−1.0% | 減碼 |
| Peregrine Asset Advisers, Inc. | 20,493 | $888.0 萬 | 1.93% | +8,023+64.3% | 加碼 |
| Trust Co of Vermont | 20,494 | $888.1 萬 | 0.33% | +20,494 | 新進 |
| Guinness Atkinson Asset Management Inc | 20,507 | $888.6 萬 | 3.98% | −5,531−21.2% | 減碼 |
| Liontrust Investment Partners LLP | 20,603 | $892.8 萬 | 0.13% | −770−3.6% | 減碼 |
| Archford Capital Strategies, LLC | 20,606 | $892.9 萬 | 0.90% | +2,895+16.3% | 加碼 |
| Engineers Gate Manager LP | 20,668 | $895.6 萬 | 0.12% | −92,213−81.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 20,681 | $896.2 萬 | 0.98% | −14−0.1% | 減碼 |
| Equitable Holdings, Inc. | 20,704 | $897.2 萬 | 0.05% | +2,003+10.7% | 加碼 |
| Chilton Investment Co LLC | 20,704 | $897.2 萬 | 0.22% | −4,676−18.4% | 減碼 |
| Norden Group LLC | 20,753 | $899.4 萬 | 0.74% | −45,055−68.5% | 減碼 |
| Syon Capital LLC | 20,792 | $901.0 萬 | 0.39% | −1,388−6.3% | 減碼 |
| Western Financial Corp | 20,810 | $901.8 萬 | 2.64% | −349−1.6% | 減碼 |
| Change Path, LLC | 20,830 | $902.6 萬 | 0.19% | +1,338+6.9% | 加碼 |
| Buckhead Capital Management LLC | 20,866 | $904.2 萬 | 3.10% | −474−2.2% | 減碼 |
| Loup Funds, LLC | 20,915 | $906.3 萬 | 4.12% | −3,048−12.7% | 減碼 |
| Keudell/Morrison Wealth Management | 20,933 | $907.1 萬 | 1.71% | 00.0% | 不變 |
| IFP Advisors, Inc | 21,044 | $911.9 萬 | 0.16% | +4,186+24.8% | 加碼 |
| Camden Capital, LLC | 21,107 | $914.6 萬 | 0.45% | −904−4.1% | 減碼 |
| Paragon Advisors, LLC | 21,114 | $914.9 萬 | 1.92% | +3,900+22.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 21,122 | $915.0 萬 | 0.94% | −24,492−53.7% | 減碼 |
| Berkshire Capital Holdings Inc | 21,170 | $917.4 萬 | 1.98% | +21,160+211,600.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 21,406 | $927.6 萬 | 0.63% | +290+1.4% | 加碼 |
| Platform Technology Partners | 21,490 | $931.2 萬 | 1.52% | +13+0.1% | 加碼 |
| Wood Tarver Financial Group, LLC | 21,584 | $935.2 萬 | 2.21% | −4,077−15.9% | 減碼 |
| Dakota Wealth Management | 21,598 | $935.9 萬 | 0.18% | −1,135−5.0% | 減碼 |
| Ascent Group, LLC | 21,627 | $937.2 萬 | 0.28% | +1,061+5.2% | 加碼 |
| Marshall Financial Group LLC | 21,674 | $939.2 萬 | 1.37% | −3,714−14.6% | 減碼 |
| Cary Street Partners Financial LLC | 21,689 | $939.8 萬 | 0.21% | +269+1.3% | 加碼 |
| Circle Wealth Management, LLC | 21,740 | $942.1 萬 | 0.12% | +2,411+12.5% | 加碼 |
| Evelyn Partners Group Ltd | 21,837 | $946.3 萬 | 0.18% | +21,837 | 新進 |
| Range Financial Group LLC | 21,841 | $946.4 萬 | 2.59% | −4,097−15.8% | 減碼 |
| Fundamentun, LLC | 22,090 | $957.2 萬 | 0.35% | +18,200+467.9% | 加碼 |
| Twin Capital Management Inc | 22,162 | $960.3 萬 | 1.05% | +5,556+33.5% | 加碼 |
| M. Kulyk & Associates, LLC | 22,260 | $964.6 萬 | 1.57% | +17,231+342.6% | 加碼 |
| Groesbeck Investment Management Corp | 22,294 | $966.1 萬 | 15.39% | −1,789−7.4% | 減碼 |
| Linden Thomas Advisory Services, LLC | 22,359 | $968.9 萬 | 0.78% | +418+1.9% | 加碼 |
| Thames Capital Management LLC | 22,365 | $969.1 萬 | 0.80% | +22,365 | 新進 |
| Resources Management Corp | 22,432 | $972.0 萬 | 1.23% | −3,202−12.5% | 減碼 |
| American Trust Investment Advisors, LLC | 22,444 | $972.6 萬 | 4.80% | −9,689−30.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 22,455 | $973.0 萬 | 0.17% | +22,455 | 新進 |
| Westpac Banking Corp | 22,531 | $976.3 萬 | 0.60% | +2,586+13.0% | 加碼 |
| Morse Asset Management, Inc | 22,591 | $978.9 萬 | 1.62% | +581+2.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 22,647 | $981.4 萬 | 2.57% | +70.0% | 加碼 |
| Lighthouse Investment Partners, LLC | 22,698 | $983.5 萬 | 0.31% | +22,698 | 新進 |
| CCM Investment Advisers LLC | 22,710 | $984.1 萬 | 0.76% | −19,488−46.2% | 減碼 |