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 26 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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 769,346 | $3.33 億 | 1.38% | −17,926−2.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 774,460 | $3.36 億 | 0.64% | −313,663−28.8% | 減碼 |
| Man Group plc | 777,269 | $3.37 億 | 0.62% | −410,444−34.6% | 減碼 |
| Treasurer of the State of North Carolina | 780,871 | $3.38 億 | 0.87% | −147,380−15.9% | 減碼 |
| Artisan Partners Limited Partnership | 786,238 | $3.41 億 | 0.56% | −4,243,428−84.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 798,799 | $3.46 億 | 0.76% | −35,302−4.2% | 減碼 |
| HM Payson & Co | 810,989 | $3.51 億 | 4.66% | −32,270−3.8% | 減碼 |
| HighTower Advisors, LLC | 824,884 | $3.57 億 | 0.34% | −45,999−5.3% | 減碼 |
| Storebrand Asset Management AS | 844,760 | $3.66 億 | 0.90% | −58,506−6.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 860,221 | $3.70 億 | 0.44% | −96,772−10.1% | 減碼 |
| Guggenheim Capital LLC | 858,419 | $3.72 億 | 2.41% | +44,659+5.5% | 加碼 |
| Polen Capital Management LLC | 859,036 | $3.72 億 | 3.21% | −195,459−18.5% | 減碼 |
| Trivest Advisors Ltd | 860,000 | $3.73 億 | 11.72% | +44,300+5.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 881,506 | $3.82 億 | 0.55% | +473,027+115.8% | 加碼 |
| Mariner, LLC | 884,666 | $3.83 億 | 0.40% | −23,208−2.6% | 減碼 |
| Korea Investment CORP | 910,493 | $3.95 億 | 0.75% | −112,738−11.0% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 926,200 | $4.01 億 | 1.02% | −55,850−5.7% | 減碼 |
| Captrust Financial Advisors | 937,685 | $4.06 億 | 0.62% | +35,146+3.9% | 加碼 |
| Bridgewater Associates, LP | 938,224 | $4.07 億 | 1.67% | −633,005−40.3% | 減碼 |
| NEOS Investment Management LLC | 951,247 | $4.12 億 | 1.52% | +87,097+10.1% | 加碼 |
| Danske Bank A/S | 954,179 | $4.13 億 | 0.82% | −101,657−9.6% | 減碼 |
| SEI Investments Co | 959,938 | $4.16 億 | 0.37% | −154,301−13.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 964,364 | $4.18 億 | 0.33% | +138,754+16.8% | 加碼 |
| CI Private Wealth, LLC | 975,811 | $4.23 億 | 0.59% | −130,086−11.8% | 減碼 |
| APG Asset Management N.V. | 1,116,451 | $4.23 億 | 1.04% | +283,859+34.1% | 加碼 |
| Panagora Asset Management Inc | 983,205 | $4.26 億 | 1.31% | +59,095+6.4% | 加碼 |
| Blue Whale Capital LLP | 1,017,021 | $4.41 億 | 13.98% | −273,568−21.2% | 減碼 |
| New York State Teachers Retirement System | 1,017,431 | $4.41 億 | 0.81% | −54,720−5.1% | 減碼 |
| Standard Life Aberdeen plc | 1,051,305 | $4.56 億 | 0.64% | +17,839+1.7% | 加碼 |
| CIBC Bancorp USA Inc. | 1,057,591 | $4.59 億 | 0.57% | +98,374+10.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 1,073,600 | $4.65 億 | 0.77% | −33,125−3.0% | 減碼 |
| Thrivent Financial for Lutherans | 1,075,010 | $4.66 億 | 0.78% | −308,940−22.3% | 減碼 |
| Quantinno Capital Management LP | 1,108,057 | $4.80 億 | 0.58% | +44,420+4.2% | 加碼 |
| Jane Street Group, LLC | 1,118,602 | $4.85 億 | 0.31% | +419,058+59.9% | 加碼 |
| Ensign Peak Advisors, Inc | 1,121,447 | $4.86 億 | 0.80% | +306,871+37.7% | 加碼 |
| Aviva PLC | 1,126,326 | $4.88 億 | 0.72% | +10,002+0.9% | 加碼 |
| Sands Capital Management, LLC | 1,133,965 | $4.91 億 | 1.82% | +378,743+50.1% | 加碼 |
| Natixis Advisors, L.P. | 1,166,699 | $5.06 億 | 0.57% | +195,248+20.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,185,720 | $5.14 億 | 0.72% | +27,600+2.4% | 加碼 |
| Daiwa Securities Group Inc. | 1,201,405 | $5.21 億 | 1.18% | +35,685+3.1% | 加碼 |
| Wellington Management Group LLP | 1,215,581 | $5.27 億 | 0.09% | +904,824+291.2% | 加碼 |
| Massachusetts Financial Services Co | 1,218,684 | $5.40 億 | 0.17% | −2,090,837−63.2% | 減碼 |
| Anther Capital Ltd | 1,254,487 | $5.44 億 | 13.92% | +741,080+144.3% | 加碼 |
| Bessemer Group Inc | 1,330,815 | $5.77 億 | 0.79% | +536,711+67.6% | 加碼 |
| New York State Common Retirement Fund | 1,331,786 | $5.77 億 | 0.73% | −89,100−6.3% | 減碼 |
| Susquehanna International Group, LLP | 1,343,503 | $5.82 億 | 0.52% | +424,728+46.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,353,418 | $5.86 億 | 0.90% | −75,813−5.3% | 減碼 |
| Prudential Financial Inc | 1,399,209 | $6.06 億 | 0.66% | −321,622−18.7% | 減碼 |
| Schroder Investment Management Group | 1,403,422 | $6.08 億 | 0.43% | −178,945−11.3% | 減碼 |
| Alliancebernstein L.P. | 2,856,424 | $6.10 億 | 0.22% | −109,954−3.7% | 減碼 |
| Victory Capital Management Inc | 1,412,598 | $6.12 億 | 0.34% | −106,313−7.0% | 減碼 |
| Citadel Advisors LLC | 1,420,975 | $6.16 億 | 0.35% | +306,243+27.5% | 加碼 |
| National Bank of Canada | 1,446,518 | $6.27 億 | 0.55% | −1,027,923−41.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,446,858 | $6.27 億 | 0.89% | +682,595+89.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,490,242 | $6.46 億 | 1.23% | +229,836+18.2% | 加碼 |
| ProShare Advisors LLC | 1,530,097 | $6.63 億 | 0.96% | −431,649−22.0% | 減碼 |
| LPL Financial LLC | 1,543,253 | $6.69 億 | 0.15% | +60,611+4.1% | 加碼 |
| Raymond James Financial Inc | 1,550,110 | $6.72 億 | 0.18% | −119,116−7.1% | 減碼 |
| Lord, Abbett & Co. LLC | 1,553,975 | $6.73 億 | 1.93% | +2,946+0.2% | 加碼 |
| Neuberger Berman Group LLC | 1,580,708 | $6.85 億 | 0.46% | +117,662+8.0% | 加碼 |
| Mackenzie Financial Corp | 1,582,810 | $6.86 億 | 0.69% | −34,542−2.1% | 減碼 |
| Bank of Nova Scotia | 1,598,917 | $6.93 億 | 1.05% | +659,434+70.2% | 加碼 |
| KBC Group NV | 1,610,743 | $6.98 億 | 1.51% | +50,329+3.2% | 加碼 |
| Colony Group, LLC | 1,642,921 | $7.12 億 | 0.73% | −882,768−35.0% | 減碼 |
| Nomura Asset Management International Inc. | 1,670,147 | $7.24 億 | 1.09% | +1,651,228+8,727.9% | 加碼 |
| Capital Research Global Investors | 1,702,812 | $7.38 億 | 0.10% | −901,671−34.6% | 減碼 |
| Truist Financial Corp | 1,725,883 | $7.48 億 | 0.90% | +13,343+0.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,835,997 | $7.96 億 | 0.98% | −224,778−10.9% | 減碼 |
| California State Teachers Retirement System | 1,895,716 | $8.21 億 | 0.76% | −27,226−1.4% | 減碼 |
| Principal Financial Group Inc | 1,924,829 | $8.34 億 | 0.41% | +85,089+4.6% | 加碼 |
| Russell Investments Group, Ltd. | 2,054,067 | $8.82 億 | 0.77% | −90,022−4.2% | 減碼 |
| Oaktop Capital Management II, L.P. | 2,061,054 | $8.93 億 | 38.00% | −188,340−8.4% | 減碼 |
| Acadian Asset Management LLC | 2,090,516 | $9.06 億 | 1.08% | −901,366−30.1% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,158,692 | $9.27 億 | 2.40% | −53,163−2.4% | 減碼 |
| Rhumbline Advisers | 2,271,281 | $9.84 億 | 0.74% | −25,869−1.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,337,161 | $10.1 億 | 0.80% | +93,238+4.2% | 加碼 |
| Polar Capital Holdings Plc | 2,358,946 | $10.2 億 | 2.90% | +445,455+23.3% | 加碼 |
| Vanguard Asset Management, Ltd | 2,439,339 | $10.6 億 | 0.71% | +256,424+11.7% | 加碼 |
| Bank of Montreal | 2,447,595 | $10.6 億 | 0.39% | +425,619+21.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,491,039 | $10.8 億 | 1.08% | −953,100−27.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,646,799 | $11.5 億 | 0.57% | +6,890+0.3% | 加碼 |
| Pictet Asset Management Holding SA | 2,652,682 | $11.5 億 | 1.10% | −252,680−8.7% | 減碼 |
| Vanguard Global Advisers, LLC | 2,705,819 | $11.7 億 | 0.55% | −35,013−1.3% | 減碼 |
| TD Asset Management Inc | 2,721,682 | $11.8 億 | 1.02% | −335,192−11.0% | 減碼 |
| Allianz Asset Management GmbH | 2,746,179 | $11.9 億 | 1.10% | −211,640−7.2% | 減碼 |
| Rafferty Asset Management, LLC | 2,774,672 | $12.0 億 | 2.74% | +989,215+55.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 2,869,530 | $12.4 億 | 0.65% | +602,668+26.6% | 加碼 |
| Envestnet Asset Management Inc | 2,958,917 | $12.8 億 | 0.30% | +99,166+3.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,000,953 | $13.0 億 | 0.74% | −98,360−3.2% | 減碼 |
| Alkeon Capital Management LLC | 3,050,456 | $13.2 億 | 5.10% | −850,000−21.8% | 減碼 |
| SG Americas Securities, LLC | 3,105,123 | $13.5 億 | 0.77% | +2,018,759+185.8% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 3,163,495 | $13.7 億 | 5.72% | −736,944−18.9% | 減碼 |
| Royal Bank of Canada | 3,164,348 | $13.7 億 | 0.23% | +117,841+3.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,312,931 | $14.4 億 | 0.80% | +145,071+4.6% | 加碼 |
| National Pension Service | 3,362,878 | $14.6 億 | 0.94% | −1,732−0.1% | 減碼 |
| American Century Companies Inc | 3,447,645 | $14.9 億 | 0.66% | +164,900+5.0% | 加碼 |
| AQR Capital Management LLC | 3,485,364 | $15.1 億 | 0.53% | +33,301+1.0% | 加碼 |
| Swiss National Bank | 3,522,000 | $15.3 億 | 0.80% | −164,200−4.5% | 減碼 |
| Jennison Associates LLC | 3,526,442 | $15.3 億 | 0.92% | +153,136+4.5% | 加碼 |
| Canada Pension Plan Investment Board | 3,559,222 | $15.4 億 | 0.85% | +711,724+25.0% | 加碼 |