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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 3,617,460 | $15.7 億 | 0.92% | −608,094−14.4% | 減碼 |
| California Public Employees Retirement System | 3,648,551 | $15.8 億 | 0.89% | −2,222,348−37.9% | 減碼 |
| Voya Investment Management LLC | 3,800,281 | $16.5 億 | 1.42% | −182,005−4.6% | 減碼 |
| HSBC Holdings PLC | 3,992,454 | $17.3 億 | 0.83% | +601,265+17.7% | 加碼 |
| Citigroup Inc | 4,210,122 | $18.2 億 | 0.85% | +601,656+16.7% | 加碼 |
| Deutsche Bank AG | 4,390,915 | $19.0 億 | 0.55% | −108,365−2.4% | 減碼 |
| Swedbank AB | 4,649,445 | $20.1 億 | 1.74% | +1,060,858+29.6% | 加碼 |
| Nordea Investment Management AB | 4,966,479 | $21.4 億 | 1.75% | −1,223,210−19.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,464,726 | $23.7 億 | 5.34% | −1,439,480−20.8% | 減碼 |
| Barclays PLC | 5,764,785 | $25.0 億 | 0.79% | +99,053+1.7% | 加碼 |
| Dimensional Fund Advisors LP | 5,956,458 | $25.8 億 | 0.47% | −356,158−5.6% | 減碼 |
| Vanguard Fiduciary Trust Co | 7,186,297 | $31.1 億 | 0.69% | −20,876−0.3% | 減碼 |
| Wells Fargo & Company | 7,313,492 | $31.7 億 | 0.55% | +2,171,708+42.2% | 加碼 |
| UBS Group AG | 7,688,281 | $33.3 億 | 0.53% | +1,161,848+17.8% | 加碼 |
| Charles Schwab Investment Management Inc | 7,698,872 | $33.4 億 | 0.44% | −69,024−0.9% | 減碼 |
| Bank of New York Mellon Corp | 8,717,571 | $37.8 億 | 0.62% | −214,867−2.4% | 減碼 |
| Nuveen, LLC | 9,226,979 | $40.0 億 | 0.95% | −1,779,648−16.2% | 減碼 |
| Amundi | 9,426,153 | $40.8 億 | 0.98% | −721,326−7.1% | 減碼 |
| Coatue Management LLC大師Coatue | 9,441,603 | $40.9 億 | 8.41% | −601,902−6.0% | 減碼 |
| Jupiter Topco LLC | 9,884,116 | $42.8 億 | 1.75% | +9,884,116 | 新進 |
| Legal & General Group Plc | 10,373,392 | $45.0 億 | 0.94% | −677,520−6.1% | 減碼 |
| Van Eck Associates Corp | 11,089,395 | $48.1 億 | 2.93% | +8,922,854+411.8% | 加碼 |
| Bank of America Corp | 11,244,147 | $48.7 億 | 0.31% | +584,489+5.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 12,269,198 | $53.2 億 | 2.36% | −910,620−6.9% | 減碼 |
| UBS Asset Management Americas Inc | 12,514,990 | $54.2 億 | 0.99% | −909,026−6.8% | 減碼 |
| Goldman Sachs Group Inc | 12,724,387 | $55.1 億 | 0.58% | +2,246,660+21.4% | 加碼 |
| Franklin Resources Inc | 13,065,549 | $56.6 億 | 1.23% | +1,272,030+10.8% | 加碼 |
| Northern Trust Corp | 14,014,491 | $60.7 億 | 0.71% | −174,860−1.2% | 減碼 |
| Ameriprise Financial Inc | 17,334,906 | $75.1 億 | 1.52% | −3,453,224−16.6% | 減碼 |
| Norges Bank | 18,123,399 | $78.5 億 | 0.78% | +18,123,399 | 新進 |
| Morgan Stanley | 19,217,787 | $83.3 億 | 0.44% | +246,665+1.3% | 加碼 |
| Price T Rowe Associates Inc | 24,596,295 | $106.6 億 | 1.07% | +11,356,938+85.8% | 加碼 |
| FMR LLC | 33,677,858 | $145.9 億 | 0.63% | +103,016+0.3% | 加碼 |
| Geode Capital Management, LLC | 34,506,240 | $149.2 億 | 0.80% | −669,686−1.9% | 減碼 |
| Vanguard Portfolio Management LLC | 36,635,534 | $158.8 億 | 0.72% | −425,429−1.1% | 減碼 |
| JPMorgan Chase & Co | 45,317,479 | $186.2 億 | 1.09% | +12,604,546+38.5% | 加碼 |
| Invesco Ltd. | 52,319,973 | $226.7 億 | 1.79% | +1,855,654+3.7% | 加碼 |
| State Street Corp | 60,704,130 | $263.2 億 | 0.78% | +1,545,830+2.6% | 加碼 |
| Vanguard Capital Management LLC | 81,683,639 | $354.0 億 | 0.76% | +527,895+0.7% | 加碼 |
| BlackRock, Inc. | 132,727,776 | $575.1 億 | 0.86% | −124,544−0.1% | 減碼 |
| AXA S.A. | 998 | – | – | −382−27.7% | 減碼 |
| ABS Investment Management LLC | 867 | – | – | +867 | 新進 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −621,000−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −608,317−100.0% | 清倉 |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −288,176−100.0% | 清倉 |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −264,000−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −191,901−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −183,670−100.0% | 清倉 |
| Junto Capital Management LP | 0 | $0 | 0.00% | −166,072−100.0% | 清倉 |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −118,000−100.0% | 清倉 |
| M & L Capital Management Ltd | 0 | $0 | 0.00% | −78,050−100.0% | 清倉 |
| Third Point LLC大師第三點資本 | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −62,052−100.0% | 清倉 |
| Riposte Capital LLC | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −45,948−100.0% | 清倉 |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −42,878−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −42,420−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −41,421−100.0% | 清倉 |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −37,862−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −36,163−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −32,396−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −29,913−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −28,100−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,559−100.0% | 清倉 |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −28,297−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,078−100.0% | 清倉 |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −14,023−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,241−100.0% | 清倉 |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −12,880−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,300−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −11,373−100.0% | 清倉 |
| Momentum Wealth Planning, LLC | 0 | $0 | 0.00% | −11,131−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −9,512−100.0% | 清倉 |
| Exit Wealth Advisors, LLC. | 0 | $0 | 0.00% | −8,197−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −7,638−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −6,104−100.0% | 清倉 |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −6,011−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −5,106−100.0% | 清倉 |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −4,980−100.0% | 清倉 |
| Q3 Asset Management | 0 | $0 | 0.00% | −4,982−100.0% | 清倉 |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −4,579−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,123−100.0% | 清倉 |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −4,035−100.0% | 清倉 |
| King Wealth | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,866−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,693−100.0% | 清倉 |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −3,599−100.0% | 清倉 |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −3,186−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,047−100.0% | 清倉 |
| Encompass More Asset Management | 0 | $0 | 0.00% | −3,043−100.0% | 清倉 |
| BridgePort Financial Solutions, LLC | 0 | $0 | 0.00% | −2,906−100.0% | 清倉 |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −2,507−100.0% | 清倉 |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,700−100.0% | 清倉 |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −2,434−100.0% | 清倉 |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −2,300−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,217−100.0% | 清倉 |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |