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 |
|---|---|---|---|---|---|
| Myriad Asset Management Advisors LLC | 9,437 | $408.9 萬 | 0.96% | −3,395−26.5% | 減碼 |
| Hennessy Advisors Inc | 9,424 | $408.4 萬 | 0.13% | +9,424 | 新進 |
| Rehmann Capital Advisory Group | 9,408 | $407.2 萬 | 0.19% | +646+7.4% | 加碼 |
| Havemeyer Place LP | 9,375 | $406.2 萬 | 0.40% | +9,375 | 新進 |
| Ballast Rock Private Wealth LLC | 9,364 | $406.0 萬 | 1.88% | −315−3.3% | 減碼 |
| Abc Arbitrage SA | 9,362 | $405.7 萬 | 0.44% | −5,107−35.3% | 減碼 |
| Karani Asset Management LLC | 9,330 | $404.3 萬 | 2.94% | −159−1.7% | 減碼 |
| Systematic Financial Management LP | 9,300 | $403.0 萬 | 0.08% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 9,282 | $402.2 萬 | 0.47% | −628−6.3% | 減碼 |
| Centaurus Financial, Inc. | 9,262 | $401.3 萬 | 0.16% | −509−5.2% | 減碼 |
| Truvestments Capital LLC | 9,254 | $401.0 萬 | 0.60% | +78+0.9% | 加碼 |
| WSFS Capital Management, LLC | 9,249 | $400.8 萬 | 0.17% | −349−3.6% | 減碼 |
| Mirador Capital Partners LP | 9,237 | $400.3 萬 | 0.49% | −673−6.8% | 減碼 |
| Seek First Inc. | 9,222 | $399.6 萬 | 2.52% | +9+0.1% | 加碼 |
| LGT Group Foundation | 9,187 | $398.1 萬 | 0.05% | +880+10.6% | 加碼 |
| Decatur Capital Management, Inc. | 9,160 | $396.9 萬 | 1.35% | +9,160 | 新進 |
| Integrated Advisors Network LLC | 9,145 | $396.3 萬 | 0.18% | −9,393−50.7% | 減碼 |
| Towerpoint Wealth, LLC | 9,127 | $395.5 萬 | 1.37% | +9,127 | 新進 |
| Wealth Alliance Advisory Group, LLC | 9,120 | $395.2 萬 | 0.57% | +6,564+256.8% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 9,111 | $394.8 萬 | 0.39% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 9,000 | $390.0 萬 | 0.08% | +6,800+309.1% | 加碼 |
| Red Door Wealth Management, LLC | 8,979 | $389.1 萬 | 0.36% | +99+1.1% | 加碼 |
| Willner & Heller, LLC | 8,951 | $387.9 萬 | 2.43% | −1,412−13.6% | 減碼 |
| O'Neil Global Advisors, Inc. | 8,931 | $387.0 萬 | 0.87% | +8,931 | 新進 |
| Custom Index Systems, LLC | 8,926 | $386.8 萬 | 1.39% | +60+0.7% | 加碼 |
| Shelton Wealth Management, LLC | 8,896 | $385.5 萬 | 1.53% | −3,352−27.4% | 減碼 |
| Cim Investment Mangement Inc | 8,884 | $385.0 萬 | 0.92% | −789−8.2% | 減碼 |
| First Commonwealth Financial Corp | 8,881 | $384.8 萬 | 0.54% | +242+2.8% | 加碼 |
| Henson-Edgewater Management, LLC | 11,744 | $383.0 萬 | 1.99% | −305−2.5% | 減碼 |
| Persistent Asset Partners Ltd | 8,824 | $382.4 萬 | 1.21% | +8,824 | 新進 |
| Venturi Wealth Management, LLC | 8,823 | $382.3 萬 | 0.15% | −348−3.8% | 減碼 |
| Virtus ETF Advisers LLC | 8,797 | $381.2 萬 | 1.47% | +1,177+15.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,794 | $381.1 萬 | 0.13% | −1,215−12.1% | 減碼 |
| Compass Capital Corp | 12,265 | $380.6 萬 | 1.24% | −3,692−23.1% | 減碼 |
| Goldstream Capital Management Ltd | 8,772 | $380.1 萬 | 4.53% | −5,373−38.0% | 減碼 |
| Carolina Wealth Advisors, LLC | 8,739 | $378.7 萬 | 1.48% | −2,641−23.2% | 減碼 |
| WealthPlan Investment Management, LLC | 8,736 | $378.5 萬 | 0.19% | +1,040+13.5% | 加碼 |
| Freestone Capital Holdings, LLC | 8,631 | $374.0 萬 | 0.10% | −18−0.2% | 減碼 |
| Compass Financial Management LLC | 8,814 | $372.1 萬 | 0.45% | +8,814 | 新進 |
| Keel Point, LLC | 8,581 | $371.8 萬 | 0.22% | −1,509−15.0% | 減碼 |
| TFR Capital, LLC. | 8,569 | $371.3 萬 | 1.05% | +49+0.6% | 加碼 |
| Jain Global LLC | 8,562 | $371.0 萬 | 0.04% | −129,734−93.8% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 8,555 | $370.7 萬 | 0.37% | +7,613+808.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 8,541 | $370.1 萬 | 0.05% | +6,168+259.9% | 加碼 |
| Peapack Gladstone Financial Corp | 8,539 | $370.0 萬 | 0.04% | +120+1.4% | 加碼 |
| Birinyi Associates Inc | 8,480 | $367.5 萬 | 0.87% | +1,480+21.1% | 加碼 |
| Cooper Financial Group | 8,477 | $367.3 萬 | 0.30% | +864+11.3% | 加碼 |
| Kera Capital Partners, Inc. | 8,467 | $366.9 萬 | 0.35% | −623−6.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 8,459 | $366.6 萬 | 0.12% | +1,437+20.5% | 加碼 |
| Buckley Wealth Management, LLC | 8,432 | $365.6 萬 | 0.90% | −932−10.0% | 減碼 |
| LVW Advisors, LLC | 8,436 | $365.6 萬 | 0.32% | +1,182+16.3% | 加碼 |
| Values First Advisors, Inc. | 8,426 | $365.1 萬 | 1.67% | −338−3.9% | 減碼 |
| NVWM, LLC | 8,400 | $364.0 萬 | 0.73% | −122−1.4% | 減碼 |
| Axq Capital, LP | 8,333 | $361.1 萬 | 0.39% | +4,953+146.5% | 加碼 |
| Sunpointe, LLC | 8,301 | $359.7 萬 | 1.02% | −618−6.9% | 減碼 |
| Woodward Diversified Capital, LLC | 8,301 | $359.7 萬 | 1.59% | −109−1.3% | 減碼 |
| Armistice Capital, LLC | 8,283 | $358.9 萬 | 0.10% | −15,669−65.4% | 減碼 |
| Chatham Capital Group, Inc. | 8,280 | $358.8 萬 | 0.46% | −310−3.6% | 減碼 |
| Portus Wealth Advisors, LLC | 8,257 | $357.8 萬 | 2.95% | −702−7.8% | 減碼 |
| Westside Investment Management, Inc. | 8,250 | $357.5 萬 | 0.47% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 8,239 | $357.0 萬 | 0.57% | +529+6.9% | 加碼 |
| Westover Capital Advisors, LLC | 8,232 | $356.7 萬 | 0.59% | +232+2.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 8,223 | $356.3 萬 | 0.02% | −148,807−94.8% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 8,192 | $355.0 萬 | 0.42% | +8,192 | 新進 |
| Madison Wealth Partners, Inc | 8,172 | $354.1 萬 | 0.45% | +1,227+17.7% | 加碼 |
| Arjuna Capital | 8,123 | $352.0 萬 | 0.79% | +6,677+461.8% | 加碼 |
| Fulcrum Asset Management LLP | 8,534 | $350.7 萬 | 0.35% | −6,570−43.5% | 減碼 |
| Graham Capital Management, L.P. | 8,037 | $348.3 萬 | 0.09% | −6,921−46.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 8,021 | $347.6 萬 | 0.89% | −483−5.7% | 減碼 |
| Resonant Capital Advisors, LLC | 8,014 | $347.5 萬 | 0.17% | +203+2.6% | 加碼 |
| Thomasville National Bank | 8,000 | $346.7 萬 | 0.19% | +8,000 | 新進 |
| Sphera Management Technology Funds Ltd | 8,000 | $346.7 萬 | 1.22% | +8,000 | 新進 |
| PDS Planning, Inc | 7,995 | $346.4 萬 | 0.20% | +225+2.9% | 加碼 |
| Goodman Advisory Group, LLC | 7,978 | $345.7 萬 | 0.79% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 7,956 | $344.7 萬 | 0.22% | −3,904−32.9% | 減碼 |
| Soltis Investment Advisors LLC | 7,921 | $343.2 萬 | 0.20% | +1,614+25.6% | 加碼 |
| Pallas Capital Advisors LLC | 7,916 | $343.0 萬 | 0.11% | +277+3.6% | 加碼 |
| Elevated Private Wealth, LLC | 7,912 | $342.9 萬 | 3.26% | +7,912 | 新進 |
| FCG Investment Co | 7,901 | $342.4 萬 | 1.18% | −1,440−15.4% | 減碼 |
| Laraway Financial Inc | 7,900 | $342.3 萬 | 2.08% | −200−2.5% | 減碼 |
| Avantax Planning Partners, Inc. | 7,881 | $341.5 萬 | 0.09% | −601−7.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 7,869 | $341.0 萬 | 0.03% | +4,687+147.3% | 加碼 |
| Jackson Wealth Management, LLC | 7,815 | $338.6 萬 | 1.99% | −94,917−92.4% | 減碼 |
| Kathmere Capital Management, LLC | 7,800 | $338.0 萬 | 0.18% | +2,204+39.4% | 加碼 |
| Phoenix Holdings Ltd. | 7,749 | $335.8 萬 | 0.02% | +3,354+76.3% | 加碼 |
| Planning Alternatives Ltd | 7,747 | $335.7 萬 | 0.36% | +212+2.8% | 加碼 |
| Win Advisors, Inc | 7,717 | $334.4 萬 | 1.19% | +76+1.0% | 加碼 |
| Foundry Financial LLC | 7,714 | $334.3 萬 | 1.13% | −199−2.5% | 減碼 |
| Holderness Investments Co | 7,709 | $334.1 萬 | 0.56% | +158+2.1% | 加碼 |
| Wallace Hart LLC | 7,659 | $331.9 萬 | 2.07% | +6,048+375.4% | 加碼 |
| Wellington Grp LLC | 7,632 | $330.7 萬 | 0.88% | +1,032+15.6% | 加碼 |
| TD Private Client Wealth LLC | 7,628 | $330.5 萬 | 0.06% | +332+4.6% | 加碼 |
| Catalyst Financial Partners LLC | 7,605 | $329.5 萬 | 0.33% | +729+10.6% | 加碼 |
| IPG Investment Advisors LLC | 7,567 | $328.1 萬 | 0.47% | +163+2.2% | 加碼 |
| Formuepleje A/S | 7,565 | $327.8 萬 | 0.26% | −8,075−51.6% | 減碼 |
| Harbour Investments, Inc. | 7,562 | $327.7 萬 | 0.04% | −631−7.7% | 減碼 |
| DCF Advisers, LLC | 7,500 | $325.0 萬 | 0.85% | 00.0% | 不變 |
| Providence First Trust Co | 7,476 | $324.0 萬 | 0.91% | +1,573+26.6% | 加碼 |
| Kestra Investment Management, LLC | 7,468 | $323.6 萬 | 0.06% | −1,147−13.3% | 減碼 |
| Integrity Alliance, LLC. | 7,406 | $320.9 萬 | 0.10% | +428+6.1% | 加碼 |