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 |
|---|---|---|---|---|---|
| EFG International AG | 43,193 | $1,872 萬 | 0.34% | −1,880−4.2% | 減碼 |
| Perigon Wealth Management, LLC | 43,232 | $1,873 萬 | 0.30% | +345+0.8% | 加碼 |
| Argent Trust Co | 43,353 | $1,879 萬 | 0.54% | −1,371−3.1% | 減碼 |
| Capital Investment Advisors, LLC | 43,381 | $1,880 萬 | 0.25% | −2,971−6.4% | 減碼 |
| Keybank National Association | 43,521 | $1,886 萬 | 0.06% | −2,471−5.4% | 減碼 |
| Mubadala Investment Co PJSC | 43,527 | $1,886 萬 | 0.05% | −2,648−5.7% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 43,600 | $1,889 萬 | 0.43% | +43,600 | 新進 |
| Calamos Wealth Management LLC | 43,862 | $1,901 萬 | 0.58% | −1,682−3.7% | 減碼 |
| Strategic Global Advisors, LLC | 44,352 | $1,922 萬 | 2.74% | −16,367−27.0% | 減碼 |
| Tudor Investment Corp Et Al | 44,412 | $1,925 萬 | 0.08% | −144,167−76.4% | 減碼 |
| Vega Investment Solutions | 46,551 | $1,938 萬 | 2.75% | +46,551 | 新進 |
| Oak Associates, Ltd | 44,821 | $1,942 萬 | 1.09% | 00.0% | 不變 |
| Ritholtz Wealth Management | 44,910 | $1,946 萬 | 0.29% | +2,304+5.4% | 加碼 |
| Trexquant Investment LP | 44,948 | $1,948 萬 | 0.12% | +44,948 | 新進 |
| TrimTabs Asset Management, LLC | 45,031 | $1,951 萬 | 3.59% | −15,959−26.2% | 減碼 |
| Spirepoint Private Client, LLC | 45,202 | $1,959 萬 | 1.59% | +1,889+4.4% | 加碼 |
| Independent Advisor Alliance | 45,610 | $1,976 萬 | 0.46% | −461−1.0% | 減碼 |
| Scott & Selber, Inc. | 45,867 | $1,988 萬 | 4.20% | −190.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 45,906 | $1,989 萬 | 0.55% | +96+0.2% | 加碼 |
| Rodgers Brothers Inc. | 46,200 | $2,002 萬 | 1.94% | −2,900−5.9% | 減碼 |
| Empirical Finance, LLC | 46,390 | $2,010 萬 | 0.84% | +1,377+3.1% | 加碼 |
| Platinum Investment Management Ltd | 46,439 | $2,012 萬 | 4.95% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 46,482 | $2,014 萬 | 0.62% | +742+1.6% | 加碼 |
| Johnson Financial Group, Inc. | 46,493 | $2,016 萬 | 0.66% | −3,004−6.1% | 減碼 |
| Venture Visionary Partners LLC | 46,519 | $2,016 萬 | 0.56% | +1,065+2.3% | 加碼 |
| Titan Investment Solutions Ltd | 46,861 | $2,031 萬 | 2.27% | +3,694+8.6% | 加碼 |
| Sienna Gestion | 49,012 | $2,036 萬 | 1.19% | −2,722−5.3% | 減碼 |
| CWA Asset Management Group, LLC | 46,999 | $2,037 萬 | 0.63% | −2,553−5.2% | 減碼 |
| We Are One Seven, LLC | 47,300 | $2,050 萬 | 0.34% | +14,484+44.1% | 加碼 |
| Principal Securities, Inc. | 47,326 | $2,051 萬 | 0.25% | +240+0.5% | 加碼 |
| Rheos Capital Works Inc. | 47,500 | $2,058 萬 | 1.17% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 96,952 | $2,085 萬 | 0.30% | +21,331+28.2% | 加碼 |
| Stiles Financial Services Inc | 48,385 | $2,097 萬 | 5.27% | −2,751−5.4% | 減碼 |
| Morton Community Bank | 49,066 | $2,126 萬 | 4.33% | −2,035−4.0% | 減碼 |
| Clark Capital Management Group, Inc. | 49,100 | $2,128 萬 | 0.12% | +41,774+570.2% | 加碼 |
| SRS Capital Advisors, Inc. | 49,337 | $2,138 萬 | 0.14% | +37,822+328.5% | 加碼 |
| Royal Fund Management, LLC | 49,479 | $2,144 萬 | 1.79% | +49,479 | 新進 |
| Voleon Capital Management LP | 49,552 | $2,147 萬 | 0.39% | −20,453−29.2% | 減碼 |
| Apriem Advisors | 49,571 | $2,148 萬 | 1.86% | −6,456−11.5% | 減碼 |
| Citizens Financial Group Inc | 49,672 | $2,152 萬 | 0.26% | +3,172+6.8% | 加碼 |
| Spire Wealth Management | 49,914 | $2,160 萬 | 0.65% | −2,907−5.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 49,903 | $2,162 萬 | 0.60% | +1,670+3.5% | 加碼 |
| Maytus Capital Management, LLC | 50,000 | $2,167 萬 | 3.41% | +50,000 | 新進 |
| Summit Trail Advisors, LLC | 50,141 | $2,173 萬 | 0.27% | −2,451−4.7% | 減碼 |
| Marco Investment Management LLC | 50,270 | $2,178 萬 | 1.43% | −9,100−15.3% | 減碼 |
| Capital Wealth Planning, LLC | 50,366 | $2,183 萬 | 0.11% | −1,960−3.7% | 減碼 |
| Summit Street Capital Management, LLC | 50,428 | $2,185 萬 | 3.07% | −51,053−50.3% | 減碼 |
| Metis Global Partners, LLC | 50,719 | $2,198 萬 | 0.50% | +5,500+12.2% | 加碼 |
| Sculptor Capital LP | 51,200 | $2,219 萬 | 0.23% | −397,800−88.6% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 51,587 | $2,235 萬 | 1.20% | −10,646−17.1% | 減碼 |
| Greenleaf Trust | 51,866 | $2,248 萬 | 0.22% | +392+0.8% | 加碼 |
| Oppenheimer & Co Inc | 51,877 | $2,248 萬 | 0.24% | +5,349+11.5% | 加碼 |
| E20 Capital Ltd | 51,894 | $2,249 萬 | 1.81% | +51,894 | 新進 |
| VestGen Advisors, LLC | 51,969 | $2,252 萬 | 0.66% | +265+0.5% | 加碼 |
| First Manhattan Co | 52,227 | $2,265 萬 | 0.06% | −9,987−16.1% | 減碼 |
| Siemens Fonds Invest GmbH | 52,745 | $2,286 萬 | 1.12% | −1,080−2.0% | 減碼 |
| Nishkama Capital, LLC | 52,980 | $2,296 萬 | 2.59% | +52,980 | 新進 |
| Ballentine Partners, LLC | 53,012 | $2,297 萬 | 0.28% | +724+1.4% | 加碼 |
| Sierra Summit Advisors LLC | 53,034 | $2,298 萬 | 2.57% | +1,319+2.6% | 加碼 |
| Sterling Capital Management LLC | 53,165 | $2,304 萬 | 0.39% | −29,800−35.9% | 減碼 |
| Congress Asset Management Co | 53,337 | $2,311 萬 | 0.14% | +7,056+15.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 65,453 | $2,312 萬 | 0.59% | −9,464−12.6% | 減碼 |
| Horizon Investment Services, LLC | 53,449 | $2,316 萬 | 6.44% | −1,167−2.1% | 減碼 |
| Banque Cantonale Vaudoise | 53,467 | $2,317 萬 | 0.90% | −15,853−22.9% | 減碼 |
| EP Wealth Advisors, LLC | 54,320 | $2,354 萬 | 0.09% | +737+1.4% | 加碼 |
| Copeland Capital Management, LLC | 54,547 | $2,364 萬 | 0.49% | +2,435+4.7% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 54,795 | $2,374 萬 | 0.86% | +4,216+8.3% | 加碼 |
| Insight Wealth Strategies, LLC | 60,806 | $2,379 萬 | 2.32% | −8,362−12.1% | 減碼 |
| River Wealth Advisors LLC | 55,083 | $2,387 萬 | 2.50% | +4,805+9.6% | 加碼 |
| Means Investment Co., Inc. | 55,238 | $2,394 萬 | 1.81% | −1,377−2.4% | 減碼 |
| McBroom & Associates, LLC | 55,403 | $2,401 萬 | 12.07% | −8,009−12.6% | 減碼 |
| Foundations Investment Advisors, LLC | 55,439 | $2,402 萬 | 0.25% | −1,173−2.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 56,086 | $2,430 萬 | 0.65% | −233−0.4% | 減碼 |
| Rockline Wealth Management, LLC | 56,191 | $2,435 萬 | 4.66% | +59+0.1% | 加碼 |
| Amica Mutual Insurance Co | 56,569 | $2,451 萬 | 2.04% | −7,343−11.5% | 減碼 |
| Fort Sheridan Advisors LLC | 56,762 | $2,460 萬 | 2.65% | −67−0.1% | 減碼 |
| Monolith Management Ltd | 57,100 | $2,474 萬 | 14.91% | +57,100 | 新進 |
| E. Ohman J:or Asset Management AB | 57,351 | $2,485 萬 | 0.58% | +1,430+2.6% | 加碼 |
| Elemental Capital Partners LLC | 57,710 | $2,501 萬 | 5.25% | +225+0.4% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 58,037 | $2,515 萬 | 0.40% | +3,431+6.3% | 加碼 |
| Aviance Capital Partners, LLC | 58,147 | $2,520 萬 | 2.62% | −22,505−27.9% | 減碼 |
| Farther Finance Advisors, LLC | 58,476 | $2,527 萬 | 0.20% | +4,102+7.5% | 加碼 |
| Arvest Bank Trust Division | 58,319 | $2,527 萬 | 1.23% | −1,519−2.5% | 減碼 |
| SIH Partners, LLLP | 58,341 | $2,528 萬 | 1.05% | +52,475+894.6% | 加碼 |
| Umb Bank N A | 58,708 | $2,544 萬 | 0.32% | −531−0.9% | 減碼 |
| Pittenger & Anderson Inc | 58,963 | $2,555 萬 | 0.91% | −7,990−11.9% | 減碼 |
| Boothbay Fund Management, LLC | 58,986 | $2,556 萬 | 0.49% | +9,947+20.3% | 加碼 |
| Valley National Advisers Inc | 59,166 | $2,564 萬 | 2.85% | −1,259−2.1% | 減碼 |
| Marsico Capital Management LLC | 59,204 | $2,565 萬 | 0.67% | −263−0.4% | 減碼 |
| Modera Wealth Management, LLC | 59,586 | $2,582 萬 | 0.28% | −10,425−14.9% | 減碼 |
| Rench Wealth Management, Inc. | 60,262 | $2,611 萬 | 7.01% | −11,284−15.8% | 減碼 |
| Brookstone Capital Management | 60,735 | $2,632 萬 | 0.26% | +29,701+95.7% | 加碼 |
| CAPROCK Group, Inc. | 60,723 | $2,633 萬 | 0.50% | −2,121−3.4% | 減碼 |
| Strategic Planning Group, LLC | 61,856 | $2,680 萬 | 2.92% | +13,931+29.1% | 加碼 |
| New Mexico Educational Retirement Board | 62,130 | $2,692 萬 | 0.68% | +4,300+7.4% | 加碼 |
| Westwood Holdings Group Inc. | 62,290 | $2,699 萬 | 0.20% | −909−1.4% | 減碼 |
| Freestone Grove Partners LP | 62,801 | $2,721 萬 | 0.18% | −21,843−25.8% | 減碼 |
| Tritonpoint Wealth, LLC | 62,831 | $2,723 萬 | 2.68% | −4,637−6.9% | 減碼 |
| MidFirst Bank | 63,391 | $2,747 萬 | 1.95% | +543+0.9% | 加碼 |
| NS Partners Ltd | 63,560 | $2,754 萬 | 1.18% | +63,560 | 新進 |