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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 12,070 | $523.0 萬 | 0.27% | 00.0% | 不變 |
| Private Trust Co NA | 12,049 | $522.1 萬 | 0.42% | −20.0% | 減碼 |
| Alerus Financial NA | 12,042 | $521.8 萬 | 0.23% | +6,863+132.5% | 加碼 |
| Katamaran Capital LLP | 12,036 | $521.6 萬 | 4.46% | +1,187+10.9% | 加碼 |
| Boxwood Ventures, Inc. | 11,990 | $519.6 萬 | 3.10% | 00.0% | 不變 |
| AlphaCore Capital LLC | 11,983 | $519.6 萬 | 0.10% | +791+7.1% | 加碼 |
| Night Squared LP | 11,970 | $518.7 萬 | 0.56% | −13,627−53.2% | 減碼 |
| American State Bank (Iowa) | 11,950 | $517.8 萬 | 2.10% | −50−0.4% | 減碼 |
| Parisi Gray Wealth Management | 11,886 | $515.0 萬 | 1.06% | −450−3.6% | 減碼 |
| Nicolet Bankshares Inc | 12,820 | $513.9 萬 | 0.16% | −100−0.8% | 減碼 |
| GeoWealth Management, LLC | 11,802 | $511.5 萬 | 0.16% | −1,591−11.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 11,799 | $511.3 萬 | 0.26% | −864−6.8% | 減碼 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 11,769 | $510.0 萬 | 2.50% | +11,769 | 新進 |
| Cigna Investments Inc | 11,768 | $509.9 萬 | 0.67% | −193−1.6% | 減碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,669 | $505.7 萬 | 1.74% | −46,676−80.0% | 減碼 |
| EULAV Asset Management | 11,653 | $505.0 萬 | 0.16% | +11,653 | 新進 |
| Ferguson Wellman Capital Management, Inc | 11,626 | $503.8 萬 | 0.06% | +1,677+16.9% | 加碼 |
| Alps Advisors Inc | 11,625 | $503.7 萬 | 0.02% | +83+0.7% | 加碼 |
| Werba Rubin Papier Wealth Management | 11,607 | $503.0 萬 | 0.61% | −782−6.3% | 減碼 |
| Pensionmark Financial Group, LLC | 20,753 | $502.5 萬 | 0.08% | −302−1.4% | 減碼 |
| Adviser Investments LLC | 11,550 | $500.5 萬 | 0.05% | +1,420+14.0% | 加碼 |
| Everhart Financial Group, Inc. | 11,528 | $499.5 萬 | 0.32% | +71+0.6% | 加碼 |
| 71 West Capital Partners | 11,519 | $499.2 萬 | 0.17% | +3,369+41.3% | 加碼 |
| Blueprint Financial Advisors LLC | 11,509 | $498.7 萬 | 0.55% | +11,509 | 新進 |
| Alpha Family Trust | 11,500 | $498.3 萬 | 2.00% | 00.0% | 不變 |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,498 | $498.2 萬 | 0.02% | −74−0.6% | 減碼 |
| Sumitomo Life Insurance Co | 11,458 | $496.5 萬 | 0.08% | −670−5.5% | 減碼 |
| Wincap Financial LLC | 11,451 | $496.2 萬 | 2.68% | +153+1.4% | 加碼 |
| Avestar Capital, LLC | 11,363 | $492.5 萬 | 0.29% | +1,299+12.9% | 加碼 |
| Shaker Investments LLC | 11,361 | $492.3 萬 | 1.77% | +9,288+448.0% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 11,311 | $490.1 萬 | 1.63% | +5,659+100.1% | 加碼 |
| Family Capital Trust Co | 11,292 | $489.3 萬 | 1.59% | +9,147+426.4% | 加碼 |
| Consolidated Planning Corp | 11,268 | $488.3 萬 | 0.66% | +140+1.3% | 加碼 |
| Ark Wealth Advisors LLC | 11,257 | $487.8 萬 | 4.33% | +42+0.4% | 加碼 |
| Burns J W & Co Inc | 11,214 | $485.9 萬 | 0.51% | +15+0.1% | 加碼 |
| Mattson Financial Services, LLC | 15,073 | $483.8 萬 | 1.01% | +554+3.8% | 加碼 |
| SGL Investment Advisors, Inc. | 15,749 | $482.5 萬 | 1.66% | +13,592+630.1% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 11,128 | $482.2 萬 | 0.23% | −86−0.8% | 減碼 |
| Bannerstone Capital Management, LLC | 11,087 | $480.4 萬 | 4.04% | −687−5.8% | 減碼 |
| Accent Capital Management, LLC | 10,978 | $476.1 萬 | 2.06% | −2,929−21.1% | 減碼 |
| Inscription Capital, LLC | 10,969 | $475.3 萬 | 0.42% | −398−3.5% | 減碼 |
| Invera Wealth Advisors, LLC | 10,952 | $474.6 萬 | 2.55% | −7,952−42.1% | 減碼 |
| Neo Ivy Capital Management | 10,905 | $472.5 萬 | 1.09% | +7,145+190.0% | 加碼 |
| Strategic Investment Advisors | 10,899 | $472.3 萬 | 0.29% | −321−2.9% | 減碼 |
| Algert Global LLC | 10,855 | $470.4 萬 | 0.06% | −24,110−69.0% | 減碼 |
| Hilltop Holdings Inc. | 10,788 | $467.5 萬 | 0.38% | −2,108−16.3% | 減碼 |
| Pathway Financial Advisers, LLC | 10,785 | $467.0 萬 | 1.18% | −22−0.2% | 減碼 |
| Stance Capital LLC | 10,677 | $462.7 萬 | 1.41% | +10,677 | 新進 |
| Cassaday & Co Wealth Management LLC | 10,674 | $462.5 萬 | 0.09% | +42+0.4% | 加碼 |
| Harrell Investment Partners, LLC | 10,660 | $461.9 萬 | 1.00% | −1,000−8.6% | 減碼 |
| MOKAN Wealth Management Inc. | 10,653 | $461.6 萬 | 1.76% | −37−0.3% | 減碼 |
| Hilton Head Capital Partners, LLC | 10,635 | $460.8 萬 | 2.32% | −158−1.5% | 減碼 |
| BNP Paribas | 10,795 | $460.4 萬 | 0.12% | −14,575−57.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 10,607 | $459.6 萬 | 0.02% | −545−4.9% | 減碼 |
| F/M Investments LLC | 10,494 | $454.7 萬 | 0.23% | +2,037+24.1% | 加碼 |
| Verdence Capital Advisors LLC | 10,489 | $454.5 萬 | 0.24% | −2,514−19.3% | 減碼 |
| Angeles Wealth Management, LLC | 10,468 | $453.9 萬 | 0.21% | +310+3.1% | 加碼 |
| Elyxium Wealth, LLC | 10,468 | $453.6 萬 | 0.48% | +488+4.9% | 加碼 |
| Range Advisory, LLC | 10,463 | $453.4 萬 | 0.54% | +1,437+15.9% | 加碼 |
| WCG Wealth Advisors LLC | 10,398 | $450.6 萬 | 0.11% | −3,934−27.4% | 減碼 |
| Rothschild Investment LLC | 10,377 | $449.7 萬 | 0.17% | +3,776+57.2% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 10,370 | $449.4 萬 | 0.90% | +8,508+456.9% | 加碼 |
| Valeo Financial Advisors, LLC | 10,357 | $448.8 萬 | 0.09% | +172+1.7% | 加碼 |
| Lathrop Investment Management Corp | 10,338 | $448.0 萬 | 0.79% | 00.0% | 不變 |
| Bull Harbor Capital LLC | 10,334 | $447.8 萬 | 0.87% | −456−4.2% | 減碼 |
| Americana Partners, LLC | 10,295 | $446.1 萬 | 0.10% | −3,865−27.3% | 減碼 |
| BSW Wealth Partners | 10,210 | $442.4 萬 | 0.49% | −292−2.8% | 減碼 |
| Goldenstone Wealth Management LLC | 10,180 | $441.1 萬 | 2.89% | −213−2.0% | 減碼 |
| NBC Securities, Inc. | 10,114 | $438.3 萬 | 0.30% | −233−2.3% | 減碼 |
| Lake Street Financial LLC | 10,078 | $436.7 萬 | 0.50% | −921−8.4% | 減碼 |
| RFG Advisory, LLC | 10,069 | $436.3 萬 | 0.07% | −5,868−36.8% | 減碼 |
| Naviter Wealth, LLC | 10,061 | $436.2 萬 | 0.40% | +988+10.9% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 12,368 | $434.6 萬 | 2.32% | +12,368 | 新進 |
| Ardsley Advisory Partners LP | 10,000 | $433.3 萬 | 0.47% | +10,000 | 新進 |
| Triangle Securities Wealth Management | 9,985 | $432.7 萬 | 0.86% | −458−4.4% | 減碼 |
| Silvant Capital Management LLC | 9,936 | $430.6 萬 | 0.13% | −11,191−53.0% | 減碼 |
| RAM Investment Partners, LLC | 9,905 | $429.2 萬 | 0.69% | −1,120−10.2% | 減碼 |
| Security National Bank of So Dak | 9,900 | $429.0 萬 | 1.98% | +25+0.3% | 加碼 |
| Anchor Bay Capital, Inc. | 13,929 | $426.8 萬 | 2.30% | +13,929 | 新進 |
| Sciencast Management LP | 9,769 | $423.3 萬 | 0.88% | −20,162−67.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 9,731 | $421.7 萬 | 0.20% | +855+9.6% | 加碼 |
| Global Trust Asset Management, LLC | 9,725 | $421.4 萬 | 1.32% | −977−9.1% | 減碼 |
| Lighthouse Financial Services Inc | 10,768 | $421.3 萬 | 0.89% | −2,513−18.9% | 減碼 |
| Signature Resources Capital Management, LLC | 9,718 | $421.1 萬 | 1.66% | +2,584+36.2% | 加碼 |
| Marex Group plc | 9,685 | $419.7 萬 | 0.03% | −893−8.4% | 減碼 |
| Western Wealth Management, LLC | 9,684 | $419.6 萬 | 0.14% | −407−4.0% | 減碼 |
| Outlook Wealth Advisors, LLC | 9,697 | $418.6 萬 | 0.90% | −711−6.8% | 減碼 |
| Grant Private Wealth Management Inc | 9,650 | $418.2 萬 | 1.76% | −40−0.4% | 減碼 |
| Avenir Tech Ltd | 9,618 | $416.8 萬 | 0.68% | +9,618 | 新進 |
| Legacy Financial Advisors, Inc. | 9,613 | $416.5 萬 | 0.51% | +424+4.6% | 加碼 |
| McDonald Partners LLC | 9,600 | $416.0 萬 | 1.01% | 00.0% | 不變 |
| AXS Investments LLC | 9,599 | $416.0 萬 | 1.18% | +5,534+136.1% | 加碼 |
| Belpointe Asset Management LLC | 9,570 | $414.7 萬 | 0.14% | −505−5.0% | 減碼 |
| Portfolio Design Labs, LLC | 9,552 | $413.9 萬 | 0.68% | −510−5.1% | 減碼 |
| Atom Investors LP | 9,535 | $413.2 萬 | 0.37% | +9,535 | 新進 |
| Orrstown Financial Services Inc | 9,493 | $411.4 萬 | 0.61% | +30.0% | 加碼 |
| Cypress Capital, LLC | 9,488 | $411.1 萬 | 1.12% | −5,129−35.1% | 減碼 |
| Jamison Private Wealth Management, Inc. | 9,485 | $411.0 萬 | 0.43% | +775+8.9% | 加碼 |
| Busey Wealth Management | 9,471 | $410.4 萬 | 0.10% | −163−1.7% | 減碼 |
| SC&H Financial Advisors, Inc. | 9,439 | $409.0 萬 | 0.54% | +20.0% | 加碼 |