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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 63,629 | $2,757 萬 | 2.80% | −2,289−3.5% | 減碼 |
| Integrated Wealth Concepts LLC | 63,727 | $2,761 萬 | 0.18% | −5,061−7.4% | 減碼 |
| Laird Norton Trust Company, LLC | 64,446 | $2,794 萬 | 0.54% | +195+0.3% | 加碼 |
| Cullinan Associates Inc | 64,500 | $2,795 萬 | 2.11% | 00.0% | 不變 |
| Science & Technology Partners, L.P. | 64,913 | $2,813 萬 | 4.74% | −43,787−40.3% | 減碼 |
| Convergence Investment Partners, LLC | 64,972 | $2,815 萬 | 2.67% | +14,074+27.7% | 加碼 |
| Proem Advisors LLC | 65,000 | $2,817 萬 | 5.79% | +65,000 | 新進 |
| Carret Asset Management, LLC | 65,068 | $2,820 萬 | 2.47% | −6,838−9.5% | 減碼 |
| 11 Capital Partners LP | 65,290 | $2,829 萬 | 8.29% | +65,290 | 新進 |
| Diversify Wealth Management, LLC | 97,064 | $2,830 萬 | 0.48% | −1,517−1.5% | 減碼 |
| Diversify Advisory Services, LLC | 97,064 | $2,830 萬 | 0.48% | +94,496+3,679.8% | 加碼 |
| China Universal Asset Management Co., Ltd. | 65,644 | $2,846 萬 | 1.70% | +4,796+7.9% | 加碼 |
| Boston Trust Walden Corp | 66,424 | $2,878 萬 | 0.22% | +1,474+2.3% | 加碼 |
| Impax Asset Management Group plc | 66,443 | $2,879 萬 | 0.19% | −2,633−3.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 66,681 | $2,889 萬 | 0.92% | −5,100−7.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 67,276 | $2,915 萬 | 0.15% | −3,252−4.6% | 減碼 |
| Maryland State Retirement & Pension System | 67,294 | $2,916 萬 | 0.50% | +4,194+6.6% | 加碼 |
| Banque Pictet & Cie SA | 67,344 | $2,918 萬 | 0.30% | −18,298−21.4% | 減碼 |
| Naples Global Advisors, LLC | 67,346 | $2,920 萬 | 1.80% | −4,199−5.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 68,548 | $2,970 萬 | 0.73% | +23,052+50.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 68,606 | $2,973 萬 | 0.29% | +27,590+67.3% | 加碼 |
| Commerce Bank | 68,997 | $2,990 萬 | 0.13% | −3,578−4.9% | 減碼 |
| Hartford Investment Management Co | 69,116 | $2,995 萬 | 0.85% | −2,041−2.9% | 減碼 |
| Westerkirk Capital Inc. | 69,320 | $3,004 萬 | 2.89% | +300+0.4% | 加碼 |
| Central Bank & Trust Co | 69,561 | $3,014 萬 | 4.27% | −7,638−9.9% | 減碼 |
| KWMG, LLC | 69,644 | $3,018 萬 | 2.18% | −2,540−3.5% | 減碼 |
| Atria Investments LLC | 69,785 | $3,024 萬 | 0.30% | +5,274+8.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 70,231 | $3,043 萬 | 1.13% | +62,557+815.2% | 加碼 |
| Fred Alger Management, LLC | 70,721 | $3,066 萬 | 0.10% | +34,082+93.0% | 加碼 |
| TritonPoint Partners, LLC | 70,828 | $3,071 萬 | 2.55% | +60,917+614.6% | 加碼 |
| Eldred Rock Partners, LLC | 71,251 | $3,088 萬 | 6.64% | +4,289+6.4% | 加碼 |
| Fulcrum Capital LLC | 71,266 | $3,088 萬 | 6.26% | −5,127−6.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 95,284 | $3,107 萬 | 0.58% | +28,705+43.1% | 加碼 |
| Prospera Financial Services Inc | 71,870 | $3,115 萬 | 0.45% | −14,687−17.0% | 減碼 |
| Institute for Wealth Management, LLC. | 72,370 | $3,136 萬 | 2.77% | −150.0% | 減碼 |
| TIAA Wealth Investment Management LLC | 72,688 | $3,150 萬 | 0.21% | +54,630+302.5% | 加碼 |
| Van Hulzen Asset Management, LLC | 72,928 | $3,160 萬 | 2.25% | −1,697−2.3% | 減碼 |
| Carderock Capital Management Inc | 73,797 | $3,198 萬 | 7.02% | −22,001−23.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,978 | $3,206 萬 | 0.47% | −1,659−2.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 74,391 | $3,224 萬 | 0.92% | −2,476−3.2% | 減碼 |
| South Dakota Investment Council | 74,624 | $3,234 萬 | 0.55% | −361−0.5% | 減碼 |
| United Capital Financial Advisers, LLC | 74,789 | $3,241 萬 | 0.18% | −974−1.3% | 減碼 |
| Vestcor Inc | 74,840 | $3,243 萬 | 0.80% | −2,939−3.8% | 減碼 |
| D.A. Davidson & Co. | 74,994 | $3,250 萬 | 0.18% | −5,449−6.8% | 減碼 |
| Oak Ridge Investments LLC | 75,060 | $3,253 萬 | 1.84% | +75,060 | 新進 |
| Merit Financial Group, LLC | 75,266 | $3,261 萬 | 0.20% | −36,870−32.9% | 減碼 |
| Employees Retirement System of Texas | 75,560 | $3,274 萬 | 0.26% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 75,962 | $3,292 萬 | 0.50% | −9,394−11.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 77,136 | $3,339 萬 | 0.16% | −1,699−2.2% | 減碼 |
| Intech Investment Management LLC | 77,857 | $3,374 萬 | 0.31% | −4,453−5.4% | 減碼 |
| Kentucky Retirement Systems | 79,266 | $3,435 萬 | 0.85% | +65,859+491.2% | 加碼 |
| Picton Mahoney Asset Management | 79,533 | $3,446 萬 | 0.32% | −4,568−5.4% | 減碼 |
| Fusion Capital, LLC | 79,779 | $3,457 萬 | 8.03% | −5,036−5.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 80,801 | $3,501 萬 | 2.56% | −461−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 81,129 | $3,516 萬 | 0.73% | −1,558−1.9% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 102,238 | $3,538 萬 | 1.86% | −20,796−16.9% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 82,300 | $3,566 萬 | 0.78% | −23,782−22.4% | 減碼 |
| LMR Partners LLP | 82,869 | $3,591 萬 | 0.26% | −9,837−10.6% | 減碼 |
| OpenArc Corporate Advisory, LLC | 83,207 | $3,606 萬 | 0.43% | +37,941+83.8% | 加碼 |
| Larson Financial Group LLC | 83,626 | $3,624 萬 | 0.96% | −12,337−12.9% | 減碼 |
| Advisors Capital Management, LLC | 84,207 | $3,649 萬 | 0.39% | −6,171−6.8% | 減碼 |
| Park Avenue Securities LLC | 84,400 | $3,657 萬 | 0.23% | +3,442+4.3% | 加碼 |
| La Banque Postale Asset Management SA | 84,420 | $3,658 萬 | 0.37% | +23,632+38.9% | 加碼 |
| King Luther Capital Management Corp | 84,543 | $3,664 萬 | 0.15% | +19,653+30.3% | 加碼 |
| Hosking Partners LLP | 85,010 | $3,684 萬 | 1.22% | −21,960−20.5% | 減碼 |
| Baldwin Investment Management, LLC | 85,114 | $3,688 萬 | 3.57% | −3,480−3.9% | 減碼 |
| Brinker Capital Investments, LLC | 85,197 | $3,692 萬 | 0.28% | +6,731+8.6% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 86,112 | $3,731 萬 | 1.97% | −8,864−9.3% | 減碼 |
| Taylor Hoffman Capital Management LLC | 86,261 | $3,738 萬 | 9.08% | −1,781−2.0% | 減碼 |
| Laffer Tengler Investments | 86,857 | $3,764 萬 | 4.82% | −27,457−24.0% | 減碼 |
| Saudi Central Bank | 87,414 | $3,788 萬 | 0.50% | +41,052+88.5% | 加碼 |
| Cookson Peirce & Co Inc | 87,973 | $3,812 萬 | 1.26% | −2,013−2.2% | 減碼 |
| Ofi Invest Asset Management | 99,512 | $3,830 萬 | 0.38% | −626,150−86.3% | 減碼 |
| Zweig-DiMenna Associates LLC | 88,966 | $3,855 萬 | 3.50% | −7,534−7.8% | 減碼 |
| Mission Wealth Management, LP | 89,293 | $3,869 萬 | 0.48% | +59,553+200.2% | 加碼 |
| Private Advisor Group, LLC | 89,919 | $3,896 萬 | 0.18% | +16,500+22.5% | 加碼 |
| Generate Investment Management Ltd | 91,916 | $3,983 萬 | 1.64% | −59,418−39.3% | 減碼 |
| BLI - Banque de Luxembourg Investments | 97,000 | $3,993 萬 | 1.41% | +33,000+51.6% | 加碼 |
| Violich Capital Management, Inc. | 92,250 | $3,997 萬 | 4.35% | −8,000−8.0% | 減碼 |
| Allen Investment Management LLC | 92,737 | $4,019 萬 | 0.48% | +92,737 | 新進 |
| Fiduciary Trust Co | 92,938 | $4,027 萬 | 0.44% | −1,204−1.3% | 減碼 |
| Factory Mutual Insurance Co | 93,550 | $4,054 萬 | 0.38% | +34,150+57.5% | 加碼 |
| Motley Fool Asset Management LLC | 93,731 | $4,062 萬 | 1.57% | −36,584−28.1% | 減碼 |
| Warren Averett Asset Management, LLC | 93,909 | $4,069 萬 | 0.24% | +65,089+225.8% | 加碼 |
| Triglav Skladi, D.O.O. | 94,115 | $4,078 萬 | 2.15% | +53,895+134.0% | 加碼 |
| Verition Fund Management LLC | 94,444 | $4,093 萬 | 0.29% | +9,437+11.1% | 加碼 |
| Benjamin Edwards Inc | 95,651 | $4,145 萬 | 0.38% | −35,284−26.9% | 減碼 |
| YHB Investment Advisors, Inc. | 96,662 | $4,189 萬 | 2.68% | −5,683−5.6% | 減碼 |
| Ardmore Road Asset Management LP | 97,000 | $4,203 萬 | 2.47% | −78,000−44.6% | 減碼 |
| Gulf International Bank (UK) Ltd | 97,276 | $4,215 萬 | 0.83% | +188+0.2% | 加碼 |
| Mizuho Securities USA LLC | 97,905 | $4,243 萬 | 0.69% | +22,411+29.7% | 加碼 |
| Cozad Asset Management Inc | 98,204 | $4,255 萬 | 2.75% | −13,364−12.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 98,862 | $4,284 萬 | 0.37% | +16,661+20.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 98,921 | $4,287 萬 | 0.29% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 99,082 | $4,294 萬 | 1.86% | −13,746−12.2% | 減碼 |
| Miller Capital Partners, Inc. | 99,440 | $4,309 萬 | 16.93% | −3,411−3.3% | 減碼 |
| Nilsine Partners, LLC | 99,904 | $4,329 萬 | 3.00% | +69+0.1% | 加碼 |
| Glenview Trust Co | 100,253 | $4,344 萬 | 0.60% | +1,993+2.0% | 加碼 |
| Vise Technologies, Inc. | 101,038 | $4,378 萬 | 0.50% | +40,052+65.7% | 加碼 |
| Groupama Asset Managment | 106,402 | $4,399 萬 | 0.55% | −30,420−22.2% | 減碼 |