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 |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 22,750 | $985.8 萬 | 5.87% | 00.0% | 不變 |
| Abundance Wealth Counselors | 22,871 | $991.1 萬 | 0.64% | +9,459+70.5% | 加碼 |
| Bay Rivers Group | 22,979 | $995.7 萬 | 3.40% | −969−4.0% | 減碼 |
| Noesis Capital Mangement Corp | 23,012 | $997.2 萬 | 1.20% | −995−4.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 23,053 | $998.9 萬 | 0.16% | +11,800+104.9% | 加碼 |
| New Age Alpha Advisors, LLC | 23,178 | $1,004 萬 | 0.43% | −1,631−6.6% | 減碼 |
| L2 Asset Management, LLC | 23,182 | $1,005 萬 | 1.04% | −2,843−10.9% | 減碼 |
| Buckingham Strategic Partners | 23,233 | $1,007 萬 | 0.09% | −620−2.6% | 減碼 |
| Parallel Advisors, LLC | 23,255 | $1,008 萬 | 0.15% | +2,664+12.9% | 加碼 |
| SS&H Financial Advisors, Inc. | 23,310 | $1,010 萬 | 2.58% | +23,310 | 新進 |
| Thoroughbred Financial Services, LLC | 23,376 | $1,013 萬 | 0.49% | +1,259+5.7% | 加碼 |
| Acumen Wealth Advisors, LLC | 23,460 | $1,017 萬 | 2.16% | −12,725−35.2% | 減碼 |
| Emmett Investment Management, LP | 26,050 | $1,019 萬 | 7.15% | +1,590+6.5% | 加碼 |
| Cache Advisors, LLC | 23,581 | $1,022 萬 | 0.87% | +6,403+37.3% | 加碼 |
| DSG Capital Advisors, LLC | 29,555 | $1,023 萬 | 1.45% | −1,335−4.3% | 減碼 |
| Johnson Investment Counsel Inc | 23,643 | $1,025 萬 | 0.07% | +673+2.9% | 加碼 |
| Boston Private Wealth LLC | 23,695 | $1,027 萬 | 0.65% | −6,059−20.4% | 減碼 |
| Securian Asset Management, Inc | 33,270 | $1,042 萬 | 0.37% | −607−1.8% | 減碼 |
| Secure Asset Management, LLC | 24,063 | $1,043 萬 | 1.47% | −1,054−4.2% | 減碼 |
| Frec Markets, Inc. | 24,231 | $1,050 萬 | 0.94% | +5,407+28.7% | 加碼 |
| Nicholas Investment Partners, LP | 24,295 | $1,053 萬 | 0.59% | −242−1.0% | 減碼 |
| Probity Advisors, Inc. | 24,296 | $1,053 萬 | 1.51% | −5,324−18.0% | 減碼 |
| Decision Investments, Inc | 24,382 | $1,057 萬 | 9.62% | −177−0.7% | 減碼 |
| Foster & Motley Inc | 24,454 | $1,060 萬 | 0.49% | −3,280−11.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,532 | $1,063 萬 | 0.12% | −929−3.6% | 減碼 |
| First American Trust, FSB | 24,610 | $1,066 萬 | 0.64% | −5,661−18.7% | 減碼 |
| Clearstead Advisors, LLC | 24,748 | $1,072 萬 | 0.10% | −15,523−38.5% | 減碼 |
| TCG Advisory Services, LLC | 24,956 | $1,081 萬 | 0.20% | +11,368+83.7% | 加碼 |
| Needham Investment Management LLC | 25,000 | $1,083 萬 | 0.33% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 25,040 | $1,085 萬 | 0.03% | −3,443−12.1% | 減碼 |
| Aspetuck Financial Management LLC | 25,049 | $1,085 萬 | 6.39% | −65−0.3% | 減碼 |
| BCJ Capital Management, LLC | 25,148 | $1,090 萬 | 0.54% | −20,713−45.2% | 減碼 |
| Private Advisory Group LLC | 25,178 | $1,091 萬 | 0.61% | +4,250+20.3% | 加碼 |
| Triasima Portfolio Management inc. | 25,293 | $1,096 萬 | 1.48% | −3,570−12.4% | 減碼 |
| Hel Ved Capital Management Ltd | 25,324 | $1,097 萬 | 1.55% | +480+1.9% | 加碼 |
| Insight Holdings Group, LLC | 25,430 | $1,102 萬 | 0.84% | +25,430 | 新進 |
| Community Bank, N.A. | 25,457 | $1,103 萬 | 1.19% | −1,879−6.9% | 減碼 |
| CX Institutional | 25,495 | $1,105 萬 | 0.32% | −2,719−9.6% | 減碼 |
| Pinnacle Financial Partners, Inc. | 25,583 | $1,109 萬 | 0.08% | +198+0.8% | 加碼 |
| Princeton Global Asset Management LLC | 25,602 | $1,109 萬 | 1.59% | −9,688−27.5% | 減碼 |
| Yarbrough Capital, LLC | 25,732 | $1,115 萬 | 0.33% | 00.0% | 不變 |
| IMC-Chicago, LLC | 25,922 | $1,123 萬 | 0.10% | −50,785−66.2% | 減碼 |
| Heritage Trust Co | 26,063 | $1,129 萬 | 0.98% | +152+0.6% | 加碼 |
| Primoris Wealth Advisors, LLC | 26,147 | $1,133 萬 | 5.17% | −6,925−20.9% | 減碼 |
| Cornerstone Wealth Group, LLC | 26,149 | $1,133 萬 | 0.67% | −4,133−13.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,238 | $1,137 萬 | 0.68% | −229−0.9% | 減碼 |
| E&G Advisors, LP | 26,284 | $1,139 萬 | 2.20% | −270−1.0% | 減碼 |
| Caisse des Depots Et Consignations | 26,354 | $1,142 萬 | 0.19% | −19,849−43.0% | 減碼 |
| Romano Brothers and Company | 26,510 | $1,149 萬 | 1.16% | −2,550−8.8% | 減碼 |
| Level Four Advisory Services, LLC | 26,525 | $1,149 萬 | 0.32% | +1,036+4.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 26,690 | $1,157 萬 | 0.21% | +9,951+59.4% | 加碼 |
| Bryn Mawr Trust Co | 26,758 | $1,160 萬 | 0.26% | −185−0.7% | 減碼 |
| Atomi Financial Group, Inc. | 26,945 | $1,168 萬 | 0.31% | +9,792+57.1% | 加碼 |
| Sitrin Capital Management LLC | 27,012 | $1,171 萬 | 5.19% | −17,520−39.3% | 減碼 |
| Axxcess Wealth Management, LLC | 27,030 | $1,171 萬 | 0.19% | +173+0.6% | 加碼 |
| Kovack Advisors, Inc. | 27,779 | $1,173 萬 | 0.56% | −1,346−4.6% | 減碼 |
| Green Alpha Advisors, LLC | 27,182 | $1,178 萬 | 7.90% | −1,204−4.2% | 減碼 |
| Summit Financial, LLC | 27,168 | $1,178 萬 | 0.13% | −8,788−24.4% | 減碼 |
| SNS Financial Group, LLC | 27,194 | $1,178 萬 | 0.23% | +23,815+704.8% | 加碼 |
| Martin Capital Advisors, LLP | 27,285 | $1,182 萬 | 6.20% | +77+0.3% | 加碼 |
| one8zero8, LLC | 27,540 | $1,193 萬 | 2.37% | 00.0% | 不變 |
| KKM Financial LLC | 40,744 | $1,194 萬 | 1.64% | −34,304−45.7% | 減碼 |
| Brighton Jones LLC | 27,771 | $1,204 萬 | 0.22% | +147+0.5% | 加碼 |
| Global Retirement Partners, LLC | 28,065 | $1,216 萬 | 0.19% | +28,065 | 新進 |
| 180 Wealth Advisors, LLC | 28,088 | $1,217 萬 | 1.22% | −402−1.4% | 減碼 |
| Montag A & Associates Inc | 28,111 | $1,219 萬 | 0.51% | −2,291−7.5% | 減碼 |
| Krilogy Financial LLC | 28,235 | $1,224 萬 | 0.36% | +124+0.4% | 加碼 |
| Leavell Investment Management, Inc. | 28,449 | $1,234 萬 | 0.45% | 00.0% | 不變 |
| Azzad Asset Management Inc | 28,519 | $1,236 萬 | 1.09% | −271−0.9% | 減碼 |
| Stephens Inc | 28,696 | $1,243 萬 | 0.14% | −1,064−3.6% | 減碼 |
| FourThought Financial Partners, LLC | 28,829 | $1,249 萬 | 0.96% | −514−1.8% | 減碼 |
| MV Capital Management, Inc. | 28,912 | $1,253 萬 | 1.11% | −2,407−7.7% | 減碼 |
| Childress Capital Advisors, LLC | 29,044 | $1,259 萬 | 2.06% | −1,326−4.4% | 減碼 |
| Camarda Financial Advisors, LLC | 29,136 | $1,263 萬 | 3.82% | −281−1.0% | 減碼 |
| TCW Group Inc | 29,261 | $1,268 萬 | 0.09% | +5,905+25.3% | 加碼 |
| Brown Advisory Inc | 29,397 | $1,274 萬 | 0.02% | −6,840−18.9% | 減碼 |
| Wahed Invest LLC | 29,743 | $1,289 萬 | 1.35% | −1,471−4.7% | 減碼 |
| Cornerstone Select Advisors, LLC | 29,766 | $1,290 萬 | 5.43% | +6,339+27.1% | 加碼 |
| Polymer Capital Management (HK) LTD | 29,776 | $1,290 萬 | 1.31% | +29,776 | 新進 |
| Chicago Trust Co NA | 29,872 | $1,294 萬 | 1.88% | −1,614−5.1% | 減碼 |
| LSV Asset Management | 29,905 | $1,296 萬 | 0.02% | 00.0% | 不變 |
| Alight Capital Management LP | 30,000 | $1,300 萬 | 2.11% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 30,013 | $1,301 萬 | 0.56% | +3,198+11.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,182 | $1,308 萬 | 0.12% | +14,173+88.5% | 加碼 |
| Ravenswood Partners LP | 30,741 | $1,332 萬 | 4.26% | 00.0% | 不變 |
| Westhampton Capital, LLC | 30,872 | $1,338 萬 | 5.55% | −200−0.6% | 減碼 |
| Ossiam | 30,879 | $1,338 萬 | 0.18% | +30,879 | 新進 |
| Two Sigma Securities, LLC | 30,889 | $1,339 萬 | 1.15% | +21,104+215.7% | 加碼 |
| Tema ETFs LLC | 30,923 | $1,340 萬 | 0.43% | −216−0.7% | 減碼 |
| Melqart Asset Management (UK) Ltd | 30,961 | $1,342 萬 | 1.28% | +30,961 | 新進 |
| M&G Plc | 31,035 | $1,344 萬 | 0.07% | −266,196−89.6% | 減碼 |
| Smartleaf Asset Management LLC | 32,736 | $1,345 萬 | 0.44% | 00.0% | 不變 |
| Professional Advisory Services Inc | 31,102 | $1,348 萬 | 1.61% | −17,968−36.6% | 減碼 |
| Simplicity Wealth,LLC | 31,158 | $1,350 萬 | 0.46% | −388−1.2% | 減碼 |
| Fortem Financial Group, LLC | 31,159 | $1,350 萬 | 2.75% | +1,204+4.0% | 加碼 |
| Virtu Financial LLC | 31,170 | $1,351 萬 | 0.43% | +31,170 | 新進 |
| Everence Capital Management Inc | 31,227 | $1,353 萬 | 0.71% | 00.0% | 不變 |
| Tiptree Advisors, LLC | 31,300 | $1,356 萬 | 8.38% | +1,300+4.3% | 加碼 |
| Fisher Funds Management LTD | 31,319 | $1,357 萬 | 0.39% | −22,114−41.4% | 減碼 |
| L & S Advisors Inc | 31,320 | $1,357 萬 | 1.40% | −4,469−12.5% | 減碼 |