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 |
|---|---|---|---|---|---|
| Tactive Advisors, LLC | 4,710 | $204.1 萬 | 0.50% | +1,069+29.4% | 加碼 |
| Salem Investment Counselors Inc | 4,699 | $203.7 萬 | 0.05% | −22−0.5% | 減碼 |
| REX Advisers, LLC | 4,700 | $203.7 萬 | 5.47% | +4,700 | 新進 |
| FSM Wealth Advisors, LLC | 4,697 | $203.5 萬 | 0.22% | +100+2.2% | 加碼 |
| Milestone Asset Management, LLC | 4,692 | $203.3 萬 | 0.32% | −9,412−66.7% | 減碼 |
| Cambient Family Office, LLC | 4,686 | $203.2 萬 | 0.25% | +485+11.5% | 加碼 |
| SageView Advisory Group, LLC | 4,664 | $202.1 萬 | 0.07% | +168+3.7% | 加碼 |
| Aviso Financial Inc. | 4,639 | $201.0 萬 | 0.07% | +735+18.8% | 加碼 |
| Access Financial Services, Inc. | 4,631 | $200.7 萬 | 0.66% | −84−1.8% | 減碼 |
| K2 Principal Fund, L.P. | 4,631 | $200.7 萬 | 0.18% | +2,631+131.5% | 加碼 |
| Victory Financial Group, LLC | 4,622 | $200.3 萬 | 0.21% | +164+3.7% | 加碼 |
| Lodestar Private Asset Management LLC | 4,610 | $199.8 萬 | 0.17% | −200−4.2% | 減碼 |
| Delphi Management Inc | 4,609 | $199.7 萬 | 1.95% | −597−11.5% | 減碼 |
| Eastern Bank | 4,590 | $198.9 萬 | 0.03% | −165−3.5% | 減碼 |
| Fortis Group Advisors, LLC | 4,581 | $198.5 萬 | 0.32% | +4+0.1% | 加碼 |
| RMR Wealth Builders | 4,579 | $198.4 萬 | 0.12% | −214−4.5% | 減碼 |
| Discovery Capital Management, LLC | 4,568 | $197.9 萬 | 0.08% | −293,448−98.5% | 減碼 |
| Advisor OS, LLC | 4,525 | $196.0 萬 | 0.13% | +927+25.8% | 加碼 |
| Guerra Pan Advisors, LLC | 4,520 | $195.9 萬 | 1.09% | 00.0% | 不變 |
| Caldwell Trust Co | 4,508 | $195.3 萬 | 0.16% | −304−6.3% | 減碼 |
| Jackson Thornton Asset Management, LLC | 4,504 | $195.2 萬 | 0.15% | +177+4.1% | 加碼 |
| Bellevue Asset Management, LLC | 4,496 | $194.8 萬 | 0.90% | −494−9.9% | 減碼 |
| MONECO Advisors, LLC | 4,469 | $193.7 萬 | 0.12% | +677+17.9% | 加碼 |
| Prosperity Consulting Group, LLC | 4,455 | $193.0 萬 | 0.07% | +1,259+39.4% | 加碼 |
| Lyell Wealth Management, LP | 4,446 | $192.7 萬 | 0.12% | 00.0% | 不變 |
| Grove Bank & Trust | 4,442 | $192.5 萬 | 0.19% | +512+13.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 4,440 | $192.4 萬 | 0.10% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 4,438 | $192.3 萬 | 0.30% | +21+0.5% | 加碼 |
| Kingdom Financial Group LLC. | 4,411 | $191.2 萬 | 0.49% | −1,026−18.9% | 減碼 |
| Wellspring Financial Advisors, LLC | 4,414 | $190.7 萬 | 0.13% | +578+15.1% | 加碼 |
| West Wealth Group, LLC | 4,399 | $190.6 萬 | 0.31% | −7−0.2% | 減碼 |
| Dutch Asset Corp | 4,372 | $189.5 萬 | 0.94% | +190+4.5% | 加碼 |
| Wealthquest Corp | 4,370 | $189.4 萬 | 0.12% | +329+8.1% | 加碼 |
| Elevatus Welath Management | 4,364 | $189.1 萬 | 0.46% | +1,512+53.0% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 4,360 | $188.9 萬 | 0.68% | −350−7.4% | 減碼 |
| J.Safra Asset Management Corp | 4,352 | $188.6 萬 | 0.09% | +592+15.7% | 加碼 |
| Hoxton Planning & Management, LLC | 4,351 | $188.5 萬 | 0.49% | +30+0.7% | 加碼 |
| Gen-Wealth Partners Inc | 4,336 | $187.9 萬 | 0.52% | +469+12.1% | 加碼 |
| Enterprise Financial Services Corp | 4,319 | $187.2 萬 | 0.76% | +78+1.8% | 加碼 |
| Silverleafe Capital Partners, LLC | 4,307 | $186.6 萬 | 0.51% | +806+23.0% | 加碼 |
| Silver Coast Investments LLC | 4,302 | $186.4 萬 | 0.56% | −1,130−20.8% | 減碼 |
| Suvretta Capital Management, LLC | 4,302 | $186.4 萬 | 0.04% | +4,302 | 新進 |
| Cambria Investment Management, L.P. | 4,297 | $186.2 萬 | 0.09% | +1,563+57.2% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,293 | $186.1 萬 | 0.12% | +430+11.1% | 加碼 |
| Chicago Capital, LLC | 4,291 | $185.9 萬 | 0.04% | +28+0.7% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 4,252 | $184.3 萬 | 0.28% | −169−3.8% | 減碼 |
| Crew Capital Management, Ltd. | 4,241 | $183.8 萬 | 1.00% | +4,241 | 新進 |
| Polymer Capital Management (US) LLC | 4,236 | $183.6 萬 | 0.27% | +3,105+274.5% | 加碼 |
| McAdam, LLC | 4,232 | $183.4 萬 | 0.07% | −402−8.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 4,229 | $183.3 萬 | 0.25% | +47+1.1% | 加碼 |
| Veracity Capital LLC | 4,219 | $182.8 萬 | 0.49% | +24+0.6% | 加碼 |
| BankChampaign, National Association | 4,219 | $182.8 萬 | 1.40% | +307+7.8% | 加碼 |
| Parsons Capital Management Inc | 4,214 | $182.6 萬 | 0.08% | +40+1.0% | 加碼 |
| Allred Capital Management, LLC | 4,208 | $182.3 萬 | 0.60% | −233−5.2% | 減碼 |
| Monetta Financial Services Inc | 4,200 | $182.0 萬 | 1.23% | 00.0% | 不變 |
| Galaxy Digital Capital Management GP LLC | 4,192 | $181.7 萬 | 1.09% | −1,722−29.1% | 減碼 |
| Ewa, LLC | 4,146 | $179.6 萬 | 0.33% | +250+6.4% | 加碼 |
| Greenspring Advisors, LLC | 4,139 | $179.3 萬 | 0.10% | +2,404+138.6% | 加碼 |
| Chelsea Counsel Co | 4,135 | $179.3 萬 | 0.76% | +135+3.4% | 加碼 |
| Fortress Private Ledger, LLC | 4,137 | $179.3 萬 | 0.49% | +107+2.7% | 加碼 |
| Stone Wealth Partners | 4,137 | $179.3 萬 | 1.31% | +366+9.7% | 加碼 |
| Opal Capital LLC | 4,120 | $178.5 萬 | 0.32% | +728+21.5% | 加碼 |
| Syntegra Private Wealth Group, LLC | 4,103 | $177.8 萬 | 0.14% | +46+1.1% | 加碼 |
| Clarendon Private LLC | 4,103 | $177.8 萬 | 1.14% | +2,462+150.0% | 加碼 |
| Zhang Financial LLC | 4,103 | $177.8 萬 | 0.05% | +250+6.5% | 加碼 |
| Core Wealth Partners LLC | 4,095 | $177.4 萬 | 0.76% | +95+2.4% | 加碼 |
| Swiss Re Ltd | 4,095 | $177.4 萬 | 0.16% | +3,448+532.9% | 加碼 |
| Raleigh Capital Management Inc. | 4,090 | $177.2 萬 | 0.57% | −75−1.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 4,083 | $176.9 萬 | 0.02% | +4,083 | 新進 |
| Walsky Investment Management, Inc. | 4,077 | $176.7 萬 | 1.64% | −173−4.1% | 減碼 |
| Hexagon Capital Partners LLC | 4,074 | $176.5 萬 | 0.25% | +35+0.9% | 加碼 |
| Shepherd Financial Partners LLC | 4,074 | $176.5 萬 | 0.15% | +78+2.0% | 加碼 |
| Marble Wealth, LLC | 4,059 | $175.9 萬 | 0.27% | −873−17.7% | 減碼 |
| One Capital Management, LLC | 8,229 | $175.8 萬 | 0.05% | 00.0% | 不變 |
| Prakash Investment Advisors LLC | 4,040 | $175.1 萬 | 1.09% | +140+3.6% | 加碼 |
| Legacy Capital Group California, Inc. | 4,036 | $174.9 萬 | 0.53% | −1,033−20.4% | 減碼 |
| Cornerstone Management, Inc. | 4,035 | $174.8 萬 | 0.25% | +4+0.1% | 加碼 |
| HBK Sorce Advisory LLC | 5,682 | $174.7 萬 | 0.03% | +137+2.5% | 加碼 |
| Cromwell Holdings LLC | 4,020 | $174.3 萬 | 0.78% | 00.0% | 不變 |
| Somerset Trust Co | 4,012 | $173.9 萬 | 0.49% | −208−4.9% | 減碼 |
| Williams & Novak, LLC | 4,011 | $173.8 萬 | 1.16% | +42+1.1% | 加碼 |
| Walker Asset Management, LLC | 4,001 | $173.4 萬 | 0.87% | +4+0.1% | 加碼 |
| FNY Investment Advisers, LLC | 4,000 | $173.3 萬 | 0.63% | +4,000 | 新進 |
| OneAscent Financial Services LLC | 3,994 | $173.1 萬 | 0.08% | −797−16.6% | 減碼 |
| Waddell & Associates, LLC | 3,989 | $172.9 萬 | 0.09% | +811+25.5% | 加碼 |
| Thrive Wealth Management, LLC | 3,977 | $172.3 萬 | 0.22% | −93−2.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 3,974 | $172.2 萬 | 0.10% | +369+10.2% | 加碼 |
| Saranac Partners Ltd | 3,960 | $171.6 萬 | 0.55% | +2,227+128.5% | 加碼 |
| Persium Advisors, LLC | 3,945 | $170.9 萬 | 1.12% | +139+3.7% | 加碼 |
| Ponta Wealth Partners, LLC | 3,933 | $170.4 萬 | 0.91% | +804+25.7% | 加碼 |
| Income Insurance Ltd | 3,916 | $169.7 萬 | 1.01% | 00.0% | 不變 |
| Michael S. Ryan, Inc. | 3,916 | $169.7 萬 | 0.85% | +25+0.6% | 加碼 |
| Ancora Advisors, LLC | 3,878 | $168.0 萬 | 0.03% | −475−10.9% | 減碼 |
| Ellevest, Inc. | 3,851 | $167.3 萬 | 0.20% | −511−11.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,860 | $167.2 萬 | 0.28% | −72−1.8% | 減碼 |
| Aventura Private Wealth, LLC | 3,849 | $166.8 萬 | 0.51% | +924+31.6% | 加碼 |
| Lewis Asset Management, LLC | 3,848 | $166.7 萬 | 0.58% | −283−6.9% | 減碼 |
| WealthBridge Capital Management, LLC | 3,844 | $166.6 萬 | 0.33% | 00.0% | 不變 |
| Kiley Juergens Wealth Management, LLC | 3,835 | $166.2 萬 | 0.26% | +25+0.7% | 加碼 |
| Everpar Advisors LLC | 3,835 | $166.2 萬 | 0.47% | +350+10.0% | 加碼 |