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、6 筆賣出；2026 年第 2 季末有 3,142 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 | 3,142 | $4,635 億 |
| 2026 年第 1 季 | 2,651 | $2,213 億 |
| 2025 年第 4 季 | 2,395 | $1,839 億 |
| 2025 年第 3 季 | 2,110 | $1,365 億 |
| 2025 年第 2 季 | 1,882 | $1,027 億 |
| 2025 年第 1 季 | 1,801 | $757.6 億 |
| 2024 年第 4 季 | 1,695 | $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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 101,583 | $4,402 萬 | 1.03% | −24,914−19.7% | 減碼 |
| William Blair Investment Management, LLC | 102,273 | $4,432 萬 | 0.13% | +22,826+28.7% | 加碼 |
| Terry L. Blaker | 102,322 | $4,434 萬 | 1.56% | −1,445−1.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 102,737 | $4,452 萬 | 0.48% | +1,712+1.7% | 加碼 |
| Tower Bridge Advisors | 103,392 | $4,480 萬 | 4.04% | −3,526−3.3% | 減碼 |
| Canada Post Corp Registered Pension Plan | 103,446 | $4,483 萬 | 1.56% | −17,680−14.6% | 減碼 |
| Horizon Investments, LLC | 103,722 | $4,495 萬 | 0.50% | −17,414−14.4% | 減碼 |
| Systematic Alpha Investments, LLC | 104,380 | $4,523 萬 | 1.21% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 105,992 | $4,593 萬 | 4.76% | −6,630−5.9% | 減碼 |
| First Citizens Bank & Trust Co | 106,241 | $4,604 萬 | 0.69% | −7,238−6.4% | 減碼 |
| HB Wealth Management, LLC | 106,838 | $4,630 萬 | 0.26% | −7,369−6.5% | 減碼 |
| M&T Bank Corp | 107,063 | $4,639 萬 | 0.14% | +2,706+2.6% | 加碼 |
| Midwest Trust Co | 108,182 | $4,688 萬 | 0.53% | +14,960+16.0% | 加碼 |
| Renaissance Group LLC | 108,197 | $4,688 萬 | 1.90% | −46,547−30.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 108,335 | $4,695 萬 | 0.22% | −4,746−4.2% | 減碼 |
| Winmill & Co. Inc | 109,000 | $4,723 萬 | 10.46% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 111,532 | $4,833 萬 | 0.87% | −24,129−17.8% | 減碼 |
| Sava Infond d.o.o. | 111,740 | $4,842 萬 | 3.43% | +50,170+81.5% | 加碼 |
| Hancock Whitney Corp | 111,784 | $4,844 萬 | 0.81% | −3,759−3.3% | 減碼 |
| Heron Bay Capital Management | 111,977 | $4,852 萬 | 4.40% | −50,144−30.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 113,089 | $4,900 萬 | 0.48% | −5,386−4.5% | 減碼 |
| Summit Partners Public Asset Management, LLC | 114,000 | $4,940 萬 | 1.28% | +4,000+3.6% | 加碼 |
| PEAK6 LLC | 114,453 | $4,960 萬 | 1.20% | +61,980+118.1% | 加碼 |
| BSN Capital Partners Ltd | 133,172 | $4,983 萬 | 2.25% | +133,172 | 新進 |
| Harvest Portfolios Group Inc. | 115,142 | $4,989 萬 | 0.70% | +115,142 | 新進 |
| Generali Asset Management SPA SGR | 115,587 | $5,009 萬 | 0.91% | +6,411+5.9% | 加碼 |
| Manchester Global Management (UK) Ltd | 115,720 | $5,014 萬 | 5.53% | 00.0% | 不變 |
| Omers Administration Corp | 115,762 | $5,016 萬 | 0.30% | +9,851+9.3% | 加碼 |
| GDS Wealth Management | 116,110 | $5,031 萬 | 2.39% | −140−0.1% | 減碼 |
| Global X Japan Co., Ltd. | 116,869 | $5,064 萬 | 1.86% | −11,139−8.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 116,898 | $5,067 萬 | 1.74% | −600−0.5% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 118,131 | $5,119 萬 | 2.93% | −24,989−17.5% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 155,438 | $5,131 萬 | 1.00% | +146,906+1,721.8% | 加碼 |
| Groupe la Francaise | 118,568 | $5,139 萬 | 0.63% | −76,226−39.1% | 減碼 |
| Moran Wealth Management, LLC | 118,675 | $5,143 萬 | 1.40% | +29,850+33.6% | 加碼 |
| Allstate Corp | 119,782 | $5,191 萬 | 0.52% | +1,925+1.6% | 加碼 |
| Aptus Capital Advisors, LLC | 121,261 | $5,255 萬 | 0.38% | −17,107−12.4% | 減碼 |
| Capital Fund Management S.A. | 121,371 | $5,259 萬 | 0.38% | −291,971−70.6% | 減碼 |
| Value Aligned Research Advisors, LLC | 121,597 | $5,269 萬 | 0.31% | −978,959−89.0% | 減碼 |
| State of Alaska, Department of Revenue | 122,533 | $5,310 萬 | 0.53% | −1,000−0.8% | 減碼 |
| Norinchukin Bank, The | 122,596 | $5,312 萬 | 0.52% | +2,089+1.7% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 123,064 | $5,333 萬 | 2.02% | +6,830+5.9% | 加碼 |
| Kempen Capital Management N.V. | 123,163 | $5,337 萬 | 0.41% | −25,598−17.2% | 減碼 |
| Jefferies Financial Group Inc. | 123,454 | $5,350 萬 | 0.49% | +116,819+1,760.6% | 加碼 |
| Nemes Rush Group LLC | 123,512 | $5,352 萬 | 4.43% | −450.0% | 減碼 |
| Arkadios Wealth Advisors | 123,593 | $5,356 萬 | 0.82% | +5,412+4.6% | 加碼 |
| Allworth Financial LP | 123,622 | $5,357 萬 | 0.23% | −4,566−3.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 123,660 | $5,359 萬 | 0.15% | −34,896−22.0% | 減碼 |
| Yousif Capital Management, LLC | 123,703 | $5,360 萬 | 0.60% | −11,362−8.4% | 減碼 |
| Illinois Municipal Retirement Fund | 125,071 | $5,420 萬 | 0.61% | −9,818−7.3% | 減碼 |
| Sanctuary Advisors, LLC | 125,503 | $5,438 萬 | 0.25% | +1,053+0.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 125,625 | $5,444 萬 | 0.55% | +14,615+13.2% | 加碼 |
| Coldstream Capital Management Inc | 126,560 | $5,486 萬 | 0.69% | −71,296−36.0% | 減碼 |
| Bamco Inc | 129,318 | $5,604 萬 | 0.08% | +12,648+10.8% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 129,617 | $5,617 萬 | 2.34% | −48,215−27.1% | 減碼 |
| Avanza Fonder AB | 131,897 | $5,715 萬 | 1.24% | +9,874+8.1% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 132,667 | $5,749 萬 | 1.30% | −453,434−77.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 132,930 | $5,760 萬 | 0.75% | −6,423−4.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 134,134 | $5,812 萬 | 1.29% | −76,015−36.2% | 減碼 |
| Marshall Wace, LLP | 134,545 | $5,830 萬 | 0.05% | +15,654+13.2% | 加碼 |
| Abn Amro Investment Solutions | 134,707 | $5,837 萬 | 0.51% | +9,903+7.9% | 加碼 |
| Great Lakes Advisors, LLC | 135,241 | $5,860 萬 | 0.45% | −1,664−1.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 137,597 | $5,987 萬 | 0.25% | +7,833+6.0% | 加碼 |
| Steel Peak Wealth Management LLC | 138,129 | $5,990 萬 | 1.57% | −5,877−4.1% | 減碼 |
| Covington Investment Advisors Inc. | 138,717 | $6,011 萬 | 7.77% | −2,822−2.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 139,588 | $6,048 萬 | 2.00% | −44,561−24.2% | 減碼 |
| Walleye Capital LLC | 139,713 | $6,054 萬 | 0.29% | +137,669+6,735.3% | 加碼 |
| Think Investments LP | 142,800 | $6,188 萬 | 7.63% | +142,800 | 新進 |
| AIA Group Ltd | 144,127 | $6,245 萬 | 0.79% | −37,763−20.8% | 減碼 |
| Louisiana State Employees Retirement System | 144,300 | $6,253 萬 | 0.93% | −1,300−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 145,993 | $6,326 萬 | 0.20% | −10,711−6.8% | 減碼 |
| MML Investors Services, LLC | 147,384 | $6,387 萬 | 0.13% | +18,429+14.3% | 加碼 |
| Investment Management Corp of Ontario | 148,066 | $6,416 萬 | 0.81% | −1,012−0.7% | 減碼 |
| Harbor Island Capital LLC | 148,878 | $6,451 萬 | 17.18% | −10,907−6.8% | 減碼 |
| Gradient Investments LLC | 150,167 | $6,507 萬 | 0.90% | +6,371+4.4% | 加碼 |
| MUFG Securities EMEA plc | 150,248 | $6,511 萬 | 0.68% | +99,053+193.5% | 加碼 |
| Boston Partners | 151,632 | $6,553 萬 | 0.06% | −296,038−66.1% | 減碼 |
| Guinness Asset Management LTD | 155,776 | $6,598 萬 | 1.12% | −53,923−25.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 153,766 | $6,663 萬 | 0.72% | +10,780+7.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 154,980 | $6,719 萬 | 2.67% | −126,600−45.0% | 減碼 |
| Braun Stacey Associates Inc | 155,268 | $6,728 萬 | 1.91% | −5,512−3.4% | 減碼 |
| Moore Capital Management, LP | 155,520 | $6,739 萬 | 1.53% | +124,693+404.5% | 加碼 |
| Mutual of America Capital Management LLC | 157,655 | $6,832 萬 | 0.67% | +4,237+2.8% | 加碼 |
| Jupiter Asset Management Ltd | 158,299 | $6,860 萬 | 0.34% | −66,632−29.6% | 減碼 |
| MAI Capital Management | 158,471 | $6,868 萬 | 0.26% | +82,623+108.9% | 加碼 |
| Prudential PLC | 158,903 | $6,886 萬 | 0.49% | +57,074+56.0% | 加碼 |
| Nicholas Company, Inc. | 159,717 | $6,921 萬 | 1.27% | −91,865−36.5% | 減碼 |
| Baker Avenue Asset Management, LP | 159,786 | $6,924 萬 | 1.32% | −968−0.6% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 160,505 | $6,955 萬 | 7.98% | −3,738−2.3% | 減碼 |
| Dana Investment Advisors, Inc. | 161,706 | $7,007 萬 | 1.82% | −11,662−6.7% | 減碼 |
| Advisory Services Network, LLC | 163,386 | $7,080 萬 | 0.81% | −1,739−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 166,336 | $7,208 萬 | 0.16% | −4,177−2.4% | 減碼 |
| OP Asset Management Ltd | 169,758 | $7,356 萬 | 0.78% | +29,534+21.1% | 加碼 |
| ASR Vermogensbeheer N.V. | 172,453 | $7,473 萬 | 0.77% | +47,767+38.3% | 加碼 |
| Vident Advisory, LLC | 172,662 | $7,482 萬 | 0.56% | +20,185+13.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 172,964 | $7,495 萬 | 0.38% | +89,958+108.4% | 加碼 |
| Ethic Inc. | 173,312 | $7,510 萬 | 0.94% | +1,389+0.8% | 加碼 |
| Profund Advisors LLC | 173,756 | $7,529 萬 | 2.07% | +23,036+15.3% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 175,225 | $7,593 萬 | 0.51% | +18,902+12.1% | 加碼 |
| Smith Group Asset Management, LLC | 175,747 | $7,616 萬 | 3.10% | +171,610+4,148.2% | 加碼 |