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
2026 年第 3 季的資料還在陸續進來，目前 8 家機構申報持有 LRCX。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 5,786 | $250.7 萬 | 0.38% | −489−7.8% | 減碼 |
| Cove Private Wealth, LLC | 5,760 | $249.6 萬 | 0.48% | 00.0% | 不變 |
| Arvest Investments, Inc. | 5,746 | $249.0 萬 | 0.30% | +6+0.1% | 加碼 |
| Empirical Asset Management, LLC | 5,743 | $248.9 萬 | 0.56% | +3,337+138.7% | 加碼 |
| Generali Investments, Management Co LLC | 5,731 | $248.3 萬 | 0.54% | −4,351−43.2% | 減碼 |
| Flow Traders U.S. LLC | 5,720 | $247.9 萬 | 0.10% | +5,720 | 新進 |
| Capstone Financial Advisors, Inc. | 5,710 | $247.4 萬 | 0.12% | +737+14.8% | 加碼 |
| Allium Financial Advisors, LLC | 5,709 | $247.4 萬 | 1.62% | −1,669−22.6% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,695 | $246.8 萬 | 0.82% | +80+1.4% | 加碼 |
| Excelsior Advisor Network LLC | 5,686 | $246.4 萬 | 0.33% | +1,770+45.2% | 加碼 |
| Ignite Planners, LLC | 5,671 | $245.8 萬 | 0.34% | +63+1.1% | 加碼 |
| TRUE Private Wealth Advisors | 5,660 | $245.2 萬 | 0.21% | −3,711−39.6% | 減碼 |
| Avail Investment Partners, LLC | 5,652 | $244.9 萬 | 1.89% | +224+4.1% | 加碼 |
| Legal Advantage Investments, Inc. | 5,648 | $244.7 萬 | 0.86% | −216−3.7% | 減碼 |
| Spence Asset Management | 5,637 | $244.3 萬 | 0.58% | +5,637 | 新進 |
| Founders Capital Management, LLC | 5,609 | $243.1 萬 | 0.36% | 00.0% | 不變 |
| Legacy Private Trust Co. | 5,597 | $242.5 萬 | 0.14% | +4,648+489.8% | 加碼 |
| Keeler Thomas Management LLC | 5,597 | $242.5 萬 | 0.86% | +565+11.2% | 加碼 |
| Legacy Edge Advisors, LLC | 5,593 | $242.4 萬 | 0.22% | −105−1.8% | 減碼 |
| Tuttle Tactical Management | 5,590 | $242.2 萬 | 1.63% | +5,590 | 新進 |
| VeraBank, N.A. | 5,585 | $242.0 萬 | 0.40% | −250−4.3% | 減碼 |
| World Equity Group, Inc. | 5,576 | $241.6 萬 | 0.54% | +29+0.5% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,567 | $241.2 萬 | 0.32% | −521−8.6% | 減碼 |
| Quantbot Technologies LP | 5,562 | $241.0 萬 | 0.10% | −23,434−80.8% | 減碼 |
| Trust Point Inc. | 5,560 | $240.9 萬 | 0.20% | +386+7.5% | 加碼 |
| Fiduciary Alliance LLC | 5,517 | $239.0 萬 | 0.16% | +1,503+37.4% | 加碼 |
| Bridgefront Capital, LLC | 5,513 | $238.9 萬 | 0.63% | +4,121+296.0% | 加碼 |
| Capco Asset Management, LLC | 5,486 | $237.7 萬 | 0.65% | −40,985−88.2% | 減碼 |
| Pacific Point Advisors, LLC | 5,467 | $236.9 萬 | 1.08% | +75+1.4% | 加碼 |
| RDA Financial Network | 5,461 | $236.6 萬 | 0.52% | +5,461 | 新進 |
| Advisory Resource Group | 5,447 | $236.0 萬 | 0.35% | −27−0.5% | 減碼 |
| Herold Advisors, Inc. | 5,450 | $236.0 萬 | 0.47% | −131−2.3% | 減碼 |
| Centennial Bank | 5,440 | $235.7 萬 | 0.76% | −30−0.5% | 減碼 |
| TownSquare Capital, LLC | 5,424 | $235.0 萬 | 0.43% | +34+0.6% | 加碼 |
| USA Financial Formulas | 5,416 | $234.7 萬 | 0.43% | +5,416 | 新進 |
| Retirement Planning Group | 5,415 | $234.7 萬 | 0.06% | +190+3.6% | 加碼 |
| Cito Capital Group, LLC | 5,400 | $234.1 萬 | 0.63% | +5,400 | 新進 |
| Perennial Investment Advisors, LLC | 5,400 | $234.0 萬 | 0.16% | +210+4.0% | 加碼 |
| BOS Asset Management, LLC | 5,400 | $234.0 萬 | 0.54% | −350−6.1% | 減碼 |
| Dark Forest Capital Management LP | 5,360 | $232.3 萬 | 0.15% | −1,092−16.9% | 減碼 |
| Abel Hall, LLC | 5,344 | $231.6 萬 | 0.40% | +54+1.0% | 加碼 |
| Rare Wolf Capital LLC | 5,319 | $230.5 萬 | 1.48% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 5,316 | $230.3 萬 | 0.05% | −465−8.0% | 減碼 |
| Berbice Capital Management LLC | 5,300 | $229.7 萬 | 1.19% | +100+1.9% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 5,280 | $228.8 萬 | 0.49% | +5,280 | 新進 |
| Lester Murray Antman dba SimplyRich | 70,136 | $228.0 萬 | 0.53% | +66,896+2,064.7% | 加碼 |
| Stoneridge Investment Partners LLC | 7,770 | $227.7 萬 | 1.49% | −1,507−16.2% | 減碼 |
| Gould Capital, LLC | 5,250 | $227.5 萬 | 1.27% | −2,684−33.8% | 減碼 |
| Contravisory Investment Management, Inc. | 5,237 | $226.9 萬 | 0.40% | +112+2.2% | 加碼 |
| Oslo Pensjonsforsikring AS | 5,234 | $226.8 萬 | 0.26% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 5,206 | $225.6 萬 | 0.10% | −1,369−20.8% | 減碼 |
| May Hill Capital, LLC | 5,184 | $224.6 萬 | 0.47% | −137−2.6% | 減碼 |
| Field & Main Bank | 5,180 | $224.5 萬 | 0.46% | +25+0.5% | 加碼 |
| Chase Investment Counsel Corp | 5,148 | $223.0 萬 | 0.47% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,137 | $222.6 萬 | 0.21% | +133+2.7% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,136 | $222.6 萬 | 1.02% | +3,236+170.3% | 加碼 |
| Ariadne Wealth Management, LP | 5,131 | $222.3 萬 | 0.98% | −157−3.0% | 減碼 |
| Beacon Financial Group | 5,124 | $222.0 萬 | 0.20% | +260+5.3% | 加碼 |
| Dynasty Wealth Management, LLC | 5,107 | $221.3 萬 | 0.02% | −625−10.9% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 5,105 | $221.2 萬 | 1.89% | −5,000−49.5% | 減碼 |
| MBL Wealth, LLC | 5,092 | $220.7 萬 | 0.15% | +345+7.3% | 加碼 |
| Index Technologies Group LLC | 5,092 | $220.7 萬 | 1.76% | +47+0.9% | 加碼 |
| JT Stratford LLC | 5,066 | $219.5 萬 | 0.24% | −1,301−20.4% | 減碼 |
| Sym Financial Corp | 5,050 | $218.8 萬 | 0.18% | −23−0.5% | 減碼 |
| Clear Creek Financial Management, LLC | 5,046 | $218.7 萬 | 0.14% | −172−3.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,046 | $218.7 萬 | 0.00% | −31−0.6% | 減碼 |
| Northwest & Ethical Investments L.P. | 5,106 | $218.4 萬 | 0.05% | −8,941−63.7% | 減碼 |
| Chilton Capital Management LLC | 5,033 | $218.1 萬 | 0.07% | 00.0% | 不變 |
| BIP Wealth, LLC | 5,010 | $217.1 萬 | 0.06% | +639+14.6% | 加碼 |
| Old West Investment Management, LLC | 5,000 | $216.7 萬 | 0.23% | +5,000 | 新進 |
| Alta Advisers Ltd | 4,980 | $215.8 萬 | 0.49% | 00.0% | 不變 |
| Aigen Investment Management, LP | 4,956 | $214.8 萬 | 0.59% | +2,307+87.1% | 加碼 |
| Telos Capital Management, Inc. | 4,954 | $214.7 萬 | 0.19% | −148−2.9% | 減碼 |
| Ethos Capital Management, Inc. | 4,944 | $214.3 萬 | 1.53% | +4,944 | 新進 |
| Fox Hill Wealth Management | 4,944 | $214.2 萬 | 0.86% | +2,293+86.5% | 加碼 |
| Evercore Wealth Management, LLC | 4,944 | $214.2 萬 | 0.03% | −50−1.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 4,936 | $213.9 萬 | 0.11% | −1,496−23.3% | 減碼 |
| Pitcairn Wealth Advisors LLC | 4,934 | $213.8 萬 | 0.23% | −2,077−29.6% | 減碼 |
| Drive Wealth Management, LLC | 4,908 | $212.8 萬 | 0.38% | +267+5.8% | 加碼 |
| Ridgeline Wealth Planning, LLC | 4,910 | $212.8 萬 | 1.35% | +547+12.5% | 加碼 |
| Eagle Wealth Advisors LLC | 4,899 | $212.4 萬 | 1.62% | +183+3.9% | 加碼 |
| Bosman Wealth Management, LLC | 4,896 | $212.2 萬 | 1.32% | +4,896 | 新進 |
| Biltmore Family Office, LLC | 4,890 | $212.0 萬 | 0.28% | −10−0.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,888 | $211.8 萬 | 0.08% | +2,715+124.9% | 加碼 |
| Stevens Capital Management LP | 4,883 | $211.6 萬 | 0.51% | +722+17.4% | 加碼 |
| Capital Advisors, Ltd. LLC | 4,878 | $211.4 萬 | 0.21% | +201+4.3% | 加碼 |
| Crestmont Private Wealth LLC | 4,869 | $211.0 萬 | 0.59% | −455−8.5% | 減碼 |
| LJI Wealth Management, LLC | 4,856 | $210.4 萬 | 0.29% | −1,905−28.2% | 減碼 |
| Conservest Capital Advisors, Inc. | 4,841 | $209.8 萬 | 0.17% | −30−0.6% | 減碼 |
| Tandem Capital Management Corp | 4,800 | $208.0 萬 | 0.87% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 4,772 | $206.8 萬 | 0.15% | −5,651−54.2% | 減碼 |
| Columbia Asset Management | 4,750 | $205.8 萬 | 0.36% | 00.0% | 不變 |
| Xxi Wealth, LLC | 4,749 | $205.8 萬 | 0.95% | +376+8.6% | 加碼 |
| West Michigan Advisors, LLC | 4,738 | $205.4 萬 | 0.39% | −320−6.3% | 減碼 |
| Schnieders Capital Management, LLC. | 4,739 | $205.4 萬 | 0.27% | +1,869+65.1% | 加碼 |
| Ninepoint Partners LP | 4,728 | $204.9 萬 | 0.18% | +4,728 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 4,724 | $204.7 萬 | 0.08% | −8,488−64.2% | 減碼 |
| Basecamp Wealth Advisors LLC | 4,718 | $204.4 萬 | 0.38% | +120+2.6% | 加碼 |
| Natural Investments, LLC | 4,717 | $204.4 萬 | 0.45% | +684+17.0% | 加碼 |
| Affinity Investment Advisors, LLC | 4,714 | $204.3 萬 | 1.04% | −268−5.4% | 減碼 |