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 14 家機構申報持有 LRCX。看 2026 年第 3 季
- 持有機構
- 3,142
- 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 1,076 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 |
|---|---|---|---|---|---|
| NWK Group, Inc. | 31,378 | $1,360 萬 | 4.19% | +130+0.4% | 加碼 |
| Paradiem, LLC | 31,520 | $1,366 萬 | 2.94% | −31,898−50.3% | 減碼 |
| Renaissance Technologies LLC | 31,600 | $1,369 萬 | 0.02% | +28,194+827.8% | 加碼 |
| Webster Bank, N. A. | 31,615 | $1,370 萬 | 1.19% | −976−3.0% | 減碼 |
| Mill Capital Management, LLC | 31,950 | $1,384 萬 | 0.92% | −2,700−7.8% | 減碼 |
| Seizert Capital Partners, LLC | 32,070 | $1,390 萬 | 0.57% | −4,524−12.4% | 減碼 |
| Mather Group, LLC. | 32,370 | $1,403 萬 | 0.12% | −1,856−5.4% | 減碼 |
| First Business Financial Services, Inc. | 32,515 | $1,409 萬 | 1.09% | +1,674+5.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 32,894 | $1,425 萬 | 0.85% | −756−2.2% | 減碼 |
| Consolidated Capital Management, LLC | 33,004 | $1,430 萬 | 3.82% | −111−0.3% | 減碼 |
| Savant Capital, LLC | 33,969 | $1,432 萬 | 0.04% | +8,273+32.2% | 加碼 |
| Signaturefd, LLC | 33,401 | $1,447 萬 | 0.19% | +1,413+4.4% | 加碼 |
| Independent Financial Group, LLC | 33,461 | $1,450 萬 | 0.27% | +11,573+52.9% | 加碼 |
| N10 Assets, LLC | 33,476 | $1,451 萬 | 6.27% | +33,476 | 新進 |
| Barometer Capital Management Inc. | 33,690 | $1,460 萬 | 4.06% | +33,000+4,782.6% | 加碼 |
| Spear Advisors LLC | 33,817 | $1,465 萬 | 5.03% | +1,930+6.1% | 加碼 |
| Totem Point Management, LLC | 33,914 | $1,470 萬 | 8.99% | +15,167+80.9% | 加碼 |
| N10 Wealth, LLC | 33,943 | $1,471 萬 | 5.22% | +33,943 | 新進 |
| Howard Capital Management Inc. | 34,048 | $1,475 萬 | 0.18% | +19,191+129.2% | 加碼 |
| RSM US Wealth Management LLC | 33,955 | $1,476 萬 | 0.16% | +404+1.2% | 加碼 |
| Ithaka Group LLC | 34,100 | $1,478 萬 | 2.68% | +34,100 | 新進 |
| Precedent Wealth Partners, LLC | 34,102 | $1,478 萬 | 2.46% | +2,387+7.5% | 加碼 |
| Genus Capital Management Inc. | 34,333 | $1,488 萬 | 1.46% | −7,225−17.4% | 減碼 |
| Umpqua Bank | 34,378 | $1,490 萬 | 3.34% | −2,695−7.3% | 減碼 |
| Strategic Financial Services, Inc, | 34,437 | $1,492 萬 | 0.65% | −2,709−7.3% | 減碼 |
| Balyasny Asset Management LLC | 34,501 | $1,495 萬 | 0.03% | −516,588−93.7% | 減碼 |
| Navellier & Associates Inc | 34,600 | $1,499 萬 | 1.19% | −100.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 34,637 | $1,501 萬 | 0.87% | −170−0.5% | 減碼 |
| Charter Trust Co | 34,789 | $1,508 萬 | 0.81% | −4,243−10.9% | 減碼 |
| Harbour Capital Advisors, LLC | 43,186 | $1,513 萬 | 2.76% | −516−1.2% | 減碼 |
| Crown Advisors Management, Inc. | 35,000 | $1,517 萬 | 8.33% | −15,000−30.0% | 減碼 |
| Birchview Capital, LP | 35,000 | $1,517 萬 | 7.09% | −1,000−2.8% | 減碼 |
| Monetary Management Group Inc | 35,380 | $1,533 萬 | 3.15% | −1,910−5.1% | 減碼 |
| Parkwood LLC | 35,512 | $1,539 萬 | 1.10% | −54,119−60.4% | 減碼 |
| Callan Family Office, LLC | 35,777 | $1,550 萬 | 0.30% | +162+0.5% | 加碼 |
| Quadrant Capital Group LLC | 35,785 | $1,551 萬 | 0.43% | −6,037−14.4% | 減碼 |
| Cetera Trust Company, N.A | 35,810 | $1,552 萬 | 7.79% | −950−2.6% | 減碼 |
| Pacifica Partners Inc. | 44,218 | $1,555 萬 | 4.69% | −1,694−3.7% | 減碼 |
| RMB Capital Management, LLC | 35,923 | $1,557 萬 | 0.24% | +22,314+164.0% | 加碼 |
| Loomis Sayles & Co L P | 36,313 | $1,574 萬 | 0.02% | −417−1.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 36,381 | $1,576 萬 | 0.10% | −4,966−12.0% | 減碼 |
| Prairie Advisory, LLC | 36,491 | $1,581 萬 | 3.80% | +36,491 | 新進 |
| Evolve Private Wealth, LLC | 36,784 | $1,595 萬 | 0.97% | −3,216−8.0% | 減碼 |
| North Dakota State Investment Board | 36,844 | $1,597 萬 | 0.65% | +462+1.3% | 加碼 |
| Intrust Bank NA | 36,854 | $1,597 萬 | 1.18% | −3,018−7.6% | 減碼 |
| First National Trust Co | 36,959 | $1,602 萬 | 0.54% | −2,492−6.3% | 減碼 |
| Diversified Trust Co | 37,268 | $1,615 萬 | 0.26% | +1,638+4.6% | 加碼 |
| Midwest Professional Planners, LTD. | 37,324 | $1,617 萬 | 3.17% | −1,398−3.6% | 減碼 |
| Nikulski Financial, Inc. | 37,508 | $1,626 萬 | 3.51% | −1,749−4.5% | 減碼 |
| Blair William & Co | 37,565 | $1,628 萬 | 0.04% | −520−1.4% | 減碼 |
| MUFG Securities Americas Inc. | 37,665 | $1,632 萬 | 0.84% | +3,118+9.0% | 加碼 |
| Northwest Bancshares, Inc. | 37,818 | $1,639 萬 | 2.95% | −9,978−20.9% | 減碼 |
| Synergy Financial Management, LLC | 38,091 | $1,651 萬 | 1.56% | +435+1.2% | 加碼 |
| Proficio Capital Partners LLC | 38,496 | $1,668 萬 | 0.60% | +7,555+24.4% | 加碼 |
| Brentview Investment Management LLC | 38,507 | $1,669 萬 | 6.60% | −5,403−12.3% | 減碼 |
| V-Square Quantitative Management LLC | 38,575 | $1,672 萬 | 1.59% | −5,646−12.8% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 38,711 | $1,677 萬 | 0.95% | −7,638−16.5% | 減碼 |
| Emerald Investment Advisers, LLC | 38,724 | $1,678 萬 | 1.12% | −14,306−27.0% | 減碼 |
| Financial Advisory Service, Inc. | 38,804 | $1,681 萬 | 0.88% | +1,457+3.9% | 加碼 |
| LMCG Investments, LLC | 38,887 | $1,685 萬 | 0.90% | −10,861−21.8% | 減碼 |
| Plato Investment Management Ltd | 39,281 | $1,692 萬 | 0.97% | −8,814−18.3% | 減碼 |
| Simmons Bank | 39,171 | $1,697 萬 | 0.97% | +34,121+675.7% | 加碼 |
| NatWest Group plc | 39,262 | $1,701 萬 | 3.04% | −45,199−53.5% | 減碼 |
| Traynor Capital Management, Inc. | 39,375 | $1,706 萬 | 0.80% | −366−0.9% | 減碼 |
| Glass Wealth Management Co LLC | 39,437 | $1,709 萬 | 5.72% | +244+0.6% | 加碼 |
| Apollon Wealth Management, LLC | 39,664 | $1,719 萬 | 0.21% | −192−0.5% | 減碼 |
| Osmosis Investment Management UK Ltd | 39,850 | $1,727 萬 | 0.80% | +33,463+523.9% | 加碼 |
| GAMMA Investing LLC | 39,912 | $1,730 萬 | 0.64% | +4,075+11.4% | 加碼 |
| Telemark Asset Management, LLC | 40,000 | $1,733 萬 | 1.25% | −10,000−20.0% | 減碼 |
| Artemis Wealth Advisors, LLC | 40,000 | $1,733 萬 | 2.08% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 40,030 | $1,735 萬 | 0.08% | +11,980+42.7% | 加碼 |
| Ninety One UK Ltd | 40,068 | $1,736 萬 | 0.04% | +40,068 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 40,096 | $1,737 萬 | 0.20% | +138+0.3% | 加碼 |
| Capital Advisors Inc | 40,347 | $1,748 萬 | 0.26% | +71+0.2% | 加碼 |
| PKO Investment Management Joint-Stock Co | 40,500 | $1,755 萬 | 1.27% | −500−1.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 40,793 | $1,768 萬 | 0.75% | −684−1.6% | 減碼 |
| Bailard, Inc. | 40,950 | $1,774 萬 | 0.36% | +1,262+3.2% | 加碼 |
| Progressive Investment Management Corp | 40,962 | $1,775 萬 | 3.91% | −568−1.4% | 減碼 |
| Martingale Asset Management L P | 41,095 | $1,781 萬 | 0.42% | −1,173−2.8% | 減碼 |
| CSM Advisors, LLC | 41,199 | $1,785 萬 | 0.38% | −702−1.7% | 減碼 |
| Meeder Asset Management Inc | 41,381 | $1,793 萬 | 0.92% | +3,998+10.7% | 加碼 |
| Jackson Square Capital, LLC | 41,406 | $1,794 萬 | 2.50% | +3,913+10.4% | 加碼 |
| Trifecta Capital Advisors, LLC | 41,475 | $1,797 萬 | 2.32% | +1,102+2.7% | 加碼 |
| Cypress Capital Group | 41,496 | $1,798 萬 | 1.68% | +6,923+20.0% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 41,698 | $1,807 萬 | 1.55% | −1,333−3.1% | 減碼 |
| Entropy Technologies, LP | 41,853 | $1,814 萬 | 0.72% | +41,853 | 新進 |
| Bokf, NA | 42,094 | $1,824 萬 | 0.25% | +9,435+28.9% | 加碼 |
| Ibex Wealth Advisors | 42,175 | $1,828 萬 | 1.43% | +2,319+5.8% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 42,175 | $1,828 萬 | 0.40% | −4,976−10.6% | 減碼 |
| Himension Fund | 42,214 | $1,829 萬 | 1.12% | −8,644−17.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 42,247 | $1,831 萬 | 0.06% | +12,146+40.4% | 加碼 |
| Eurizon SLJ Capital Ltd | 42,462 | $1,840 萬 | 6.79% | −4,547−9.7% | 減碼 |
| Cresset Asset Management, LLC | 42,480 | $1,842 萬 | 0.07% | +15,033+54.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 42,530 | $1,843 萬 | 0.19% | +15,188+55.5% | 加碼 |
| Kinneret Advisory, LLC | 42,834 | $1,857 萬 | 1.51% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 42,909 | $1,859 萬 | 0.68% | +1,783+4.3% | 加碼 |
| Pincus Capital Management, LP | 42,937 | $1,861 萬 | 11.09% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 43,074 | $1,867 萬 | 1.66% | +279+0.7% | 加碼 |
| Chapin Davis, Inc. | 43,099 | $1,868 萬 | 3.28% | +3,642+9.2% | 加碼 |
| Bleakley Financial Group, LLC | 43,112 | $1,868 萬 | 0.24% | +745+1.8% | 加碼 |