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
- 持有機構
- 3,143
- 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 1,077 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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 19,859 | $860.5 萬 | 0.22% | −2,114−9.6% | 減碼 |
| Mainstay Capital Management LLC | 19,851 | $860.2 萬 | 0.64% | −10,745−35.1% | 減碼 |
| Ronald Blue Trust, Inc. | 19,846 | $860.0 萬 | 0.09% | +1,008+5.4% | 加碼 |
| Sig Brokerage, LP | 19,841 | $859.8 萬 | 1.37% | +6,538+49.1% | 加碼 |
| Advisory Research Inc | 19,824 | $859.0 萬 | 0.86% | −127−0.6% | 減碼 |
| Highland Capital Management, LLC | 19,763 | $856.4 萬 | 0.39% | −2,294−10.4% | 減碼 |
| Regions Financial Corp | 19,760 | $856.3 萬 | 0.05% | +863+4.6% | 加碼 |
| Sowell Financial Services LLC | 19,705 | $853.9 萬 | 0.28% | −85−0.4% | 減碼 |
| Leuthold Group, LLC | 19,702 | $853.7 萬 | 0.86% | −1,055−5.1% | 減碼 |
| Nations Financial Group Inc, | 19,644 | $851.3 萬 | 0.41% | +7,651+63.8% | 加碼 |
| Conning Inc. | 19,621 | $850.2 萬 | 0.25% | −7,244−27.0% | 減碼 |
| Concentric Capital Strategies, LP | 19,506 | $845.3 萬 | 0.52% | +17,971+1,170.7% | 加碼 |
| MWA Asset Management | 19,405 | $840.9 萬 | 3.80% | −3,274−14.4% | 減碼 |
| Commonwealth Retirement Investments LLC | 19,357 | $838.8 萬 | 2.28% | −12,389−39.0% | 減碼 |
| IHT Wealth Management, LLC | 19,185 | $831.3 萬 | 0.18% | −2,237−10.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 19,163 | $830.4 萬 | 0.52% | −996−4.9% | 減碼 |
| LGT Fund Management Co Ltd. | 19,161 | $830.3 萬 | 0.35% | −4,294−18.3% | 減碼 |
| Baader Bank INC | 19,087 | $827.1 萬 | 0.68% | +2,557+15.5% | 加碼 |
| Mutual Advisors, LLC | 19,057 | $825.8 萬 | 0.16% | +9,280+94.9% | 加碼 |
| Wedbush Securities Inc | 19,000 | $823.3 萬 | 0.21% | +808+4.4% | 加碼 |
| Dara Capital US, Inc. | 18,964 | $821.8 萬 | 5.67% | +4,341+29.7% | 加碼 |
| Moors & Cabot, Inc. | 18,910 | $819.4 萬 | 0.32% | −3,276−14.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 18,849 | $816.8 萬 | 1.07% | +9,386+99.2% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 18,726 | $811.5 萬 | 0.79% | −6,254−25.0% | 減碼 |
| CoreCap Advisors, LLC | 18,680 | $809.5 萬 | 0.24% | −2,187−10.5% | 減碼 |
| Central Trust Co | 18,670 | $809.0 萬 | 0.15% | −2,020−9.8% | 減碼 |
| Savvy Advisors, Inc. | 18,652 | $808.3 萬 | 0.17% | +6,707+56.1% | 加碼 |
| Asio Capital, LLC | 18,614 | $806.6 萬 | 1.03% | −7,615−29.0% | 減碼 |
| Farmers & Merchants Investments Inc | 18,595 | $805.8 萬 | 0.20% | +90+0.5% | 加碼 |
| Davenport & Co LLC | 18,588 | $805.5 萬 | 0.04% | +325+1.8% | 加碼 |
| Trustmark National Bank Trust Department | 18,524 | $802.7 萬 | 0.48% | −182−1.0% | 減碼 |
| Sphera Funds Management Ltd. | 18,470 | $800.4 萬 | 1.15% | +18,470 | 新進 |
| Penobscot Investment Management Company, Inc. | 18,420 | $798.2 萬 | 0.55% | −50−0.3% | 減碼 |
| Marietta Investment Partners LLC | 18,374 | $796.2 萬 | 1.37% | +400+2.2% | 加碼 |
| Joseph Group Capital Management | 18,363 | $795.7 萬 | 1.67% | −3,631−16.5% | 減碼 |
| ExodusPoint Capital Management, LP | 18,328 | $794.2 萬 | 0.07% | −34,229−65.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 18,265 | $791.9 萬 | 0.20% | +1,163+6.8% | 加碼 |
| Tocqueville Asset Management L.P. | 18,240 | $790.4 萬 | 0.10% | −645−3.4% | 減碼 |
| Catalyst Funds Management Pty Ltd | 18,202 | $788.7 萬 | 0.44% | +18,202 | 新進 |
| ABN AMRO Bank N.V. | 18,205 | $786.3 萬 | 0.10% | −4,325−19.2% | 減碼 |
| Matisse Capital | 18,130 | $785.6 萬 | 3.15% | −1,000−5.2% | 減碼 |
| Washington Trust Bank | 18,043 | $781.9 萬 | 0.55% | +16,967+1,576.9% | 加碼 |
| Encompass Wealth Advisors, LLC | 18,040 | $781.7 萬 | 2.38% | +222+1.2% | 加碼 |
| Kane Investment Management, Inc. | 17,947 | $777.7 萬 | 3.32% | +798+4.7% | 加碼 |
| WealthShield Partners, LLC | 17,906 | $776.4 萬 | 1.19% | −4,883−21.4% | 減碼 |
| AMF Pensionsforsakring AB | 17,916 | $776.4 萬 | 0.05% | 00.0% | 不變 |
| Leelyn Smith, LLC | 17,829 | $772.6 萬 | 0.94% | −1,118−5.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 17,819 | $772.2 萬 | 0.44% | +1,017+6.1% | 加碼 |
| XTX Topco Ltd | 17,750 | $769.2 萬 | 0.10% | −17,642−49.8% | 減碼 |
| Fiduciary Family Office, LLC | 17,727 | $768.2 萬 | 1.92% | +1,328+8.1% | 加碼 |
| Ameritas Advisory Services, LLC | 17,704 | $767.2 萬 | 0.15% | +15,090+577.3% | 加碼 |
| Torrey Growth & Income Advisors | 17,900 | $765.8 萬 | 2.60% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 17,575 | $762.0 萬 | 0.54% | −700−3.8% | 減碼 |
| Evergreen Capital Management LLC | 17,522 | $759.7 萬 | 0.13% | +54+0.3% | 加碼 |
| One Charles Private Wealth Services, LLC | 17,526 | $759.5 萬 | 1.75% | −304−1.7% | 減碼 |
| Greater Midwest Financial Group, LLC | 17,526 | $759.4 萬 | 3.79% | +6,884+64.7% | 加碼 |
| LCNB Corp | 17,506 | $758.6 萬 | 2.33% | −1,103−5.9% | 減碼 |
| Magnus Financial Group LLC | 17,459 | $756.6 萬 | 0.54% | −1,488−7.9% | 減碼 |
| Howard Hughes Medical Institute | 17,396 | $753.8 萬 | 1.69% | 00.0% | 不變 |
| Alternative Investment Advisors, LLC. | 17,383 | $753.3 萬 | 2.91% | −793−4.4% | 減碼 |
| Caitong International Asset Management Co., Ltd | 17,383 | $753.3 萬 | 1.03% | −19,868−53.3% | 減碼 |
| PFG Advisors | 17,331 | $751.0 萬 | 0.38% | −2,228−11.4% | 減碼 |
| Quest Investment Management LLC | 17,329 | $750.9 萬 | 0.88% | +17,329 | 新進 |
| 3Chopt Investment Partners, LLC | 17,299 | $750.1 萬 | 1.41% | +598+3.6% | 加碼 |
| Socorro Asset Management LP | 17,291 | $749.3 萬 | 3.36% | −4,518−20.7% | 減碼 |
| Icon Wealth Advisors, LLC | 17,050 | $738.8 萬 | 0.44% | +139+0.8% | 加碼 |
| Insigneo Advisory Services, LLC | 16,988 | $736.2 萬 | 0.28% | +11,384+203.1% | 加碼 |
| Huntleigh Advisors, Inc. | 16,937 | $733.9 萬 | 1.03% | +225+1.3% | 加碼 |
| J. Stern & Co. LLP | 16,789 | $727.5 萬 | 0.69% | −2,875−14.6% | 減碼 |
| Altman Advisors, Inc. | 16,750 | $725.8 萬 | 2.60% | −658−3.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 16,697 | $723.5 萬 | 0.45% | −2,866−14.7% | 減碼 |
| National Asset Management, Inc. | 17,554 | $721.3 萬 | 0.39% | −508−2.8% | 減碼 |
| KLCM Advisors, Inc. | 16,590 | $718.9 萬 | 0.58% | −73−0.4% | 減碼 |
| Hillsdale Investment Management Inc. | 16,530 | $716.3 萬 | 0.16% | −13,130−44.3% | 減碼 |
| Clifford Swan Investment Counsel LLC | 16,530 | $716.3 萬 | 0.23% | −10−0.1% | 減碼 |
| Monument Capital Management | 16,529 | $716.3 萬 | 1.44% | −20−0.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 16,477 | $714.0 萬 | 0.32% | +5,031+44.0% | 加碼 |
| Beaumont Financial Advisors, LLC | 16,404 | $710.8 萬 | 0.45% | +77+0.5% | 加碼 |
| Wakefield Asset Management LLLP | 16,389 | $710.2 萬 | 1.60% | −4,191−20.4% | 減碼 |
| Strengthening Families & Communities, LLC | 16,351 | $708.5 萬 | 1.58% | −1,724−9.5% | 減碼 |
| Capital Investment Counsel, Inc | 16,340 | $708.1 萬 | 0.76% | −224−1.4% | 減碼 |
| Oak Grove Capital LLC | 16,309 | $706.7 萬 | 0.52% | −91−0.6% | 減碼 |
| Florida Financial Advisors, LLC | 16,285 | $705.8 萬 | 1.19% | +2,954+22.2% | 加碼 |
| Wealth Alliance | 16,210 | $702.4 萬 | 0.59% | +155+1.0% | 加碼 |
| Fedenia Advisers LLC | 16,210 | $702.4 萬 | 1.67% | +14,442+816.9% | 加碼 |
| Trust Co of Toledo NA | 16,082 | $696.9 萬 | 0.58% | −1,893−10.5% | 減碼 |
| Arista Wealth Management, LLC | 16,071 | $696.4 萬 | 0.75% | +2,491+18.3% | 加碼 |
| BOCHK Asset Management Ltd | 16,050 | $695.5 萬 | 1.10% | +10,850+208.7% | 加碼 |
| Concord Wealth Partners | 16,017 | $694.0 萬 | 0.79% | −1,264−7.3% | 減碼 |
| Brevan Howard Capital Management LP | 16,077 | $693.6 萬 | 0.10% | −43,988−73.2% | 減碼 |
| Paradigm Asset Management Co LLC | 16,000 | $693.3 萬 | 1.48% | −2,300−12.6% | 減碼 |
| Jacobi Capital Management LLC | 15,975 | $692.3 萬 | 0.34% | −672−4.0% | 減碼 |
| Sloy Dahl & Holst, LLC | 15,930 | $690.3 萬 | 0.85% | −500−3.0% | 減碼 |
| Grimes & Company, Inc. | 15,874 | $687.9 萬 | 0.15% | −2,547−13.8% | 減碼 |
| Pure Financial Advisors, Inc. | 15,874 | $687.9 萬 | 0.09% | +6,919+77.3% | 加碼 |
| MBM Wealth Consultants, LLC | 15,869 | $687.7 萬 | 1.33% | +343+2.2% | 加碼 |
| Meiji Yasuda Life Insurance Co | 15,832 | $686.0 萬 | 0.23% | +1,682+11.9% | 加碼 |
| Tradition Wealth Management, LLC | 15,791 | $684.3 萬 | 0.42% | −207−1.3% | 減碼 |
| Phraction Management LLC | 15,774 | $683.5 萬 | 1.65% | −6,200−28.2% | 減碼 |
| Security National Bank of Sioux City Iowa | 15,734 | $681.8 萬 | 2.80% | +3,140+24.9% | 加碼 |