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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 15,698 | $680.2 萬 | 0.33% | −2,176−12.2% | 減碼 |
| Gradient Capital Advisors, LLC | 15,624 | $677.1 萬 | 1.57% | −4,983−24.2% | 減碼 |
| Concord Asset Management, LLC | 15,543 | $673.5 萬 | 1.04% | −1,588−9.3% | 減碼 |
| Parkway Wealth Management Group, LLC | 15,537 | $673.3 萬 | 0.78% | −20−0.1% | 減碼 |
| PCM Encore, LLC | 15,518 | $672.4 萬 | 1.18% | +67+0.4% | 加碼 |
| Sagespring Wealth Partners, LLC | 15,516 | $672.3 萬 | 0.10% | +631+4.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 15,349 | $665.1 萬 | 2.17% | −1,961−11.3% | 減碼 |
| Guardian Capital LP | 15,311 | $663.5 萬 | 0.16% | −9,282−37.7% | 減碼 |
| Geneva Partners, LLC | 15,283 | $662.3 萬 | 1.77% | +2,885+23.3% | 加碼 |
| Arete Wealth Advisors, LLC | 15,267 | $661.6 萬 | 0.44% | +2,093+15.9% | 加碼 |
| Goelzer Investment Management, Inc. | 15,226 | $659.8 萬 | 0.29% | −727−4.6% | 減碼 |
| Middleton & Co Inc | 15,213 | $659.2 萬 | 0.70% | −218−1.4% | 減碼 |
| Cercano Management LLC | 15,110 | $654.8 萬 | 0.87% | −56,421−78.9% | 減碼 |
| Family Management Corp | 15,098 | $654.2 萬 | 0.69% | +12,457+471.7% | 加碼 |
| VCI Wealth Management LLC | 15,086 | $653.7 萬 | 1.64% | +15,086 | 新進 |
| Axecap Investments, LLC | 15,029 | $651.2 萬 | 3.60% | −16,524−52.4% | 減碼 |
| 111 Capital | 15,004 | $650.2 萬 | 1.12% | +2,857+23.5% | 加碼 |
| Grand Alliance Asset Management Ltd | 15,000 | $650.0 萬 | 3.90% | −30,000−66.7% | 減碼 |
| Cohen Klingenstein LLC | 15,000 | $650.0 萬 | 0.19% | 00.0% | 不變 |
| Smithfield Trust Co | 14,966 | $648.4 萬 | 0.26% | −24−0.2% | 減碼 |
| Seeds Investor LLC | 14,960 | $648.3 萬 | 0.67% | +8,495+131.4% | 加碼 |
| Coastwise Capital Group, LLC | 14,954 | $648.0 萬 | 3.77% | −521−3.4% | 減碼 |
| Legacy Wealth Asset Management, LLC | 14,934 | $647.1 萬 | 1.42% | −3,081−17.1% | 減碼 |
| Precision Wealth Strategies, LLC | 14,907 | $646.0 萬 | 1.95% | −175−1.2% | 減碼 |
| Trust Co of Oklahoma | 14,905 | $645.9 萬 | 1.66% | +18+0.1% | 加碼 |
| Morningstar Investment Management LLC | 30,005 | $641.1 萬 | 0.40% | 00.0% | 不變 |
| Oak Thistle LLC | 14,782 | $640.5 萬 | 0.62% | −15,967−51.9% | 減碼 |
| BankPlus Trust Department | 14,744 | $638.9 萬 | 1.49% | −2,399−14.0% | 減碼 |
| SevenBridge Financial Group, LLC | 20,492 | $638.0 萬 | 0.94% | −1,021−4.7% | 減碼 |
| Cloverfields Capital Group, LP | 14,712 | $637.5 萬 | 1.93% | −2,695−15.5% | 減碼 |
| True North Advisors, LLC | 14,675 | $635.9 萬 | 0.61% | −1,426−8.9% | 減碼 |
| Franchise GP Ltd | 14,660 | $635.3 萬 | 2.95% | +14,660 | 新進 |
| Bridgeway Capital Management, LLC | 14,640 | $634.4 萬 | 0.11% | −4,160−22.1% | 減碼 |
| Checchi Capital Advisers, LLC | 14,524 | $629.4 萬 | 0.40% | −166−1.1% | 減碼 |
| Salomon & Ludwin, LLC | 16,077 | $629.0 萬 | 0.52% | −112−0.7% | 減碼 |
| Kuhn & Co Investment Counsel | 14,448 | $626.1 萬 | 3.62% | −3,277−18.5% | 減碼 |
| KRS Capital Management, LLC | 14,387 | $623.4 萬 | 2.90% | −54−0.4% | 減碼 |
| Eads & Heald Wealth Management | 14,345 | $621.6 萬 | 3.05% | −4,592−24.2% | 減碼 |
| Wedmont Private Capital | 17,732 | $621.2 萬 | 0.17% | +247+1.4% | 加碼 |
| Kingsman Wealth Management, Inc. | 14,236 | $616.9 萬 | 2.89% | +7,742+119.2% | 加碼 |
| Stokes Family Office, LLC | 14,133 | $612.4 萬 | 0.71% | −1,443−9.3% | 減碼 |
| Snowden Capital Advisors LLC | 14,121 | $612.2 萬 | 0.14% | −1,311−8.5% | 減碼 |
| Resources Investment Advisors, LLC. | 14,099 | $611.0 萬 | 0.05% | +724+5.4% | 加碼 |
| Ellsworth Advisors, LLC | 18,156 | $609.0 萬 | 1.00% | −3,340−15.5% | 減碼 |
| Trust Asset Management LLC | 14,019 | $607.5 萬 | 0.38% | −309−2.2% | 減碼 |
| Optimize Financial Inc | 14,010 | $607.1 萬 | 2.18% | −48−0.3% | 減碼 |
| Sound Capital Solutions LLC | 14,010 | $607.1 萬 | 1.42% | +14,010 | 新進 |
| J. Goldman & Co LP | 13,975 | $605.6 萬 | 0.21% | +13,975 | 新進 |
| Blueprint Investment Partners LLC | 13,919 | $603.2 萬 | 0.50% | +13,919 | 新進 |
| Gold Investment Management Ltd. | 13,916 | $603.0 萬 | 1.64% | −820−5.6% | 減碼 |
| Qtron Investments LLC | 13,849 | $600.1 萬 | 0.80% | −4,780−25.7% | 減碼 |
| Hudson Bay Capital Management LP | 13,812 | $598.5 萬 | 0.03% | +13,812 | 新進 |
| Guyasuta Investment Advisors Inc | 13,790 | $597.6 萬 | 0.31% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 13,737 | $595.3 萬 | 1.45% | +196+1.4% | 加碼 |
| Chicago Partners Investment Group LLC | 18,599 | $594.8 萬 | 0.12% | +1,492+8.7% | 加碼 |
| Darwin Advisors, LLC | 13,707 | $594.0 萬 | 1.63% | −3,857−22.0% | 減碼 |
| Destination Wealth Management | 13,692 | $593.3 萬 | 0.14% | +181+1.3% | 加碼 |
| Glen Eagle Advisors, LLC | 13,689 | $593.2 萬 | 0.75% | −1,810−11.7% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 13,624 | $590.4 萬 | 4.14% | +59+0.4% | 加碼 |
| Fidelis Capital Partners, LLC | 13,621 | $590.2 萬 | 0.34% | −1,649−10.8% | 減碼 |
| Swan Global Investments, LLC | 13,617 | $590.1 萬 | 0.27% | +13,617 | 新進 |
| WD Rutherford LLC | 13,590 | $588.9 萬 | 2.13% | +1,309+10.7% | 加碼 |
| Wright Investors Service Inc | 13,574 | $588.2 萬 | 1.61% | +2,481+22.4% | 加碼 |
| Global Financial Private Client, LLC | 13,551 | $587.2 萬 | 1.59% | +1,444+11.9% | 加碼 |
| Anson Funds Management LP | 13,500 | $585.0 萬 | 0.55% | −6,250−31.6% | 減碼 |
| McDaniel Terry & Co | 13,500 | $585.0 萬 | 0.46% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 13,487 | $584.5 萬 | 0.17% | +764+6.0% | 加碼 |
| Alta Wealth Advisors LLC | 13,315 | $577.0 萬 | 1.56% | +20.0% | 加碼 |
| Capstone Wealth Management Group, Inc. | 13,258 | $574.5 萬 | 3.46% | +13,258 | 新進 |
| Oakworth Capital, Inc. | 13,310 | $571.5 萬 | 0.27% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 13,108 | $568.0 萬 | 0.03% | −928−6.6% | 減碼 |
| KPP Advisory Services LLC | 13,091 | $567.3 萬 | 0.72% | −429−3.2% | 減碼 |
| Fort Point Capital Partners LLC | 13,042 | $565.5 萬 | 0.61% | −230−1.7% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 13,216 | $564.8 萬 | 0.13% | +8,307+169.2% | 加碼 |
| ARP Global Capital Ltd | 13,020 | $564.2 萬 | 2.48% | +13,020 | 新進 |
| AtlasMark Financial, Inc | 13,000 | $563.3 萬 | 2.77% | 00.0% | 不變 |
| Cornerstone Planning, LLC | 12,988 | $562.8 萬 | 1.30% | −179−1.4% | 減碼 |
| Massmutual Trust Co FSB | 12,894 | $558.7 萬 | 0.14% | +8,593+199.8% | 加碼 |
| Kultura Capital Management LP | 12,880 | $558.1 萬 | 2.56% | +12,880 | 新進 |
| Regal Investment Advisors LLC | 12,758 | $552.8 萬 | 0.29% | −434−3.3% | 減碼 |
| Prudent Man Advisors, LLC | 12,747 | $552.4 萬 | 1.26% | −1,851−12.7% | 減碼 |
| Roundview Capital LLC | 12,715 | $551.0 萬 | 0.30% | +9,912+353.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 12,670 | $549.0 萬 | 0.16% | −868−6.4% | 減碼 |
| LOM Asset Management Ltd | 12,650 | $548.2 萬 | 1.42% | −293−2.3% | 減碼 |
| Perennial Advisors, LLC | 12,640 | $547.7 萬 | 0.84% | −590−4.5% | 減碼 |
| Accurate Wealth Management, LLC | 15,622 | $547.6 萬 | 0.52% | +591+3.9% | 加碼 |
| Perpetual Ltd | 12,545 | $543.6 萬 | 0.08% | −3,314−20.9% | 減碼 |
| Brendel Financial Advisors LLC | 12,511 | $542.1 萬 | 2.51% | +604+5.1% | 加碼 |
| Cumberland Partners Ltd | 12,500 | $541.7 萬 | 0.35% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 12,448 | $539.7 萬 | 3.73% | −1,736−12.2% | 減碼 |
| Patton Fund Management, Inc. | 12,439 | $539.0 萬 | 1.17% | −5,835−31.9% | 減碼 |
| Zions Bancorporation, National Association | 12,396 | $537.2 萬 | 0.32% | +8,315+203.7% | 加碼 |
| Williamson Legacy Group, LLC | 12,303 | $533.1 萬 | 2.65% | +3,448+38.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 12,271 | $531.7 萬 | 0.34% | −22,701−64.9% | 減碼 |
| Atlas Capital Advisors LLC | 12,239 | $530.4 萬 | 0.58% | −4,491−26.8% | 減碼 |
| National Wealth Management Group, LLC | 12,218 | $529.4 萬 | 1.64% | −2,184−15.2% | 減碼 |
| Choate Investment Advisors | 12,144 | $526.2 萬 | 0.09% | +56+0.5% | 加碼 |
| SBI Securities Co., Ltd. | 12,127 | $525.5 萬 | 0.12% | +1,501+14.1% | 加碼 |
| Kirtland Hills Capital Management, LLC | 12,101 | $524.4 萬 | 1.49% | +488+4.2% | 加碼 |
| Joel Isaacson & Co., LLC | 12,085 | $523.7 萬 | 0.15% | +14+0.1% | 加碼 |