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 |
|---|---|---|---|---|---|
| Absolute Capital Management, LLC | 3,818 | $165.5 萬 | 0.41% | +266+7.5% | 加碼 |
| Keebeck Wealth Management, LLC | 3,807 | $165.1 萬 | 0.16% | +761+25.0% | 加碼 |
| New Republic Capital, LLC | 3,799 | $164.7 萬 | 0.38% | +217+6.1% | 加碼 |
| First National Bank of Omaha | 3,930 | $164.7 萬 | 0.05% | +30+0.8% | 加碼 |
| Shufro Rose & Co LLC | 3,800 | $164.7 萬 | 0.09% | −3,200−45.7% | 減碼 |
| Mascoma Wealth Management LLC | 3,800 | $164.7 萬 | 0.31% | −109−2.8% | 減碼 |
| Client 1st Advisory Group, LLC | 3,794 | $164.4 萬 | 0.44% | +94+2.5% | 加碼 |
| West Family Investments, Inc. | 3,787 | $164.1 萬 | 0.48% | +654+20.9% | 加碼 |
| Wealthedge Investment Advisors, LLC | 3,785 | $164.0 萬 | 0.56% | +2,072+121.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,780 | $163.8 萬 | 0.27% | −350−8.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 3,776 | $163.6 萬 | 0.10% | −98−2.5% | 減碼 |
| BankPlus Wealth Management LLC | 3,776 | $163.6 萬 | 0.74% | −532−12.3% | 減碼 |
| Keynote Financial Services LLC | 3,773 | $163.5 萬 | 0.77% | −1,300−25.6% | 減碼 |
| Rydar Equities, Inc. | 5,055 | $163.2 萬 | 0.92% | +1,259+33.2% | 加碼 |
| Cypress Capital Advisors, LLC | 3,756 | $162.8 萬 | 0.67% | −2,498−39.9% | 減碼 |
| Virtue Capital Management, LLC | 3,756 | $162.8 萬 | 0.22% | +3,756 | 新進 |
| Investment Partners Asset Management, Inc. | 3,744 | $162.2 萬 | 0.91% | −376−9.1% | 減碼 |
| Confluence Wealth Services, Inc. | 3,729 | $161.6 萬 | 0.05% | +1,786+91.9% | 加碼 |
| Evermay Wealth Management LLC | 3,720 | $161.3 萬 | 0.17% | +179+5.1% | 加碼 |
| Bradley Foster & Sargent Inc | 3,721 | $161.2 萬 | 0.02% | +298+8.7% | 加碼 |
| Facet Wealth, Inc. | 3,714 | $160.9 萬 | 0.02% | +1,178+46.5% | 加碼 |
| KG&L Capital Management,LLC | 3,713 | $160.9 萬 | 0.96% | +3,713 | 新進 |
| Brookwood Investment Group LLC | 3,707 | $160.6 萬 | 0.19% | −695−15.8% | 減碼 |
| Paladin Wealth, LLC | 3,682 | $159.5 萬 | 0.93% | +109+3.1% | 加碼 |
| Sendero Wealth Management, LLC | 3,674 | $159.2 萬 | 0.16% | −141−3.7% | 減碼 |
| Transcend Wealth Collective, LLC | 3,674 | $159.2 萬 | 0.11% | +1,108+43.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,657 | $158.6 萬 | 0.13% | +614+20.2% | 加碼 |
| GWN Securities Inc. | 3,657 | $158.5 萬 | 0.27% | +144+4.1% | 加碼 |
| Prasad Wealth Partners, LLC | 3,646 | $158.0 萬 | 0.38% | +5+0.1% | 加碼 |
| Great Diamond Partners, LLC | 3,635 | $157.5 萬 | 0.27% | −98−2.6% | 減碼 |
| James Investment Research Inc | 3,629 | $157.3 萬 | 0.16% | +125+3.6% | 加碼 |
| Dedeker Financial LLC | 3,629 | $157.3 萬 | 0.89% | +40+1.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,605 | $156.2 萬 | 0.13% | +81+2.3% | 加碼 |
| Cidel Asset Management Inc | 3,591 | $155.6 萬 | 0.07% | −986−21.5% | 減碼 |
| Advus Financial Partners, LLC | 3,578 | $155.0 萬 | 0.35% | +34+1.0% | 加碼 |
| SkyOak Wealth, LLC | 3,575 | $154.9 萬 | 0.25% | −450−11.2% | 減碼 |
| RFG Holdings, Inc. | 3,575 | $154.9 萬 | 0.32% | +3,575 | 新進 |
| Private Wealth Asset Management, LLC | 3,573 | $154.8 萬 | 0.15% | +918+34.6% | 加碼 |
| McLean Asset Management Corp | 5,278 | $154.7 萬 | 0.20% | −57−1.1% | 減碼 |
| Intellectus Partners, LLC | 3,557 | $154.2 萬 | 0.27% | −146−3.9% | 減碼 |
| CLG LLC | 3,548 | $153.7 萬 | 0.34% | +10.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 3,544 | $153.6 萬 | 0.03% | −38,231−91.5% | 減碼 |
| Darden Wealth Group Inc | 3,533 | $153.1 萬 | 0.61% | −32−0.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 3,530 | $153.0 萬 | 0.66% | −2,935−45.4% | 減碼 |
| CenterBook Partners LP | 3,518 | $152.4 萬 | 0.07% | −54,061−93.9% | 減碼 |
| Sittner & Nelson, LLC | 3,515 | $152.3 萬 | 0.48% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 3,525 | $152.3 萬 | 0.08% | +3,525 | 新進 |
| Cary Street Partner Investment Advisory LLC | 3,503 | $151.8 萬 | 0.31% | +547+18.5% | 加碼 |
| CMT Capital Markets Trading GmbH | 3,483 | $150.9 萬 | 0.79% | +1,334+62.1% | 加碼 |
| Red Reef Advisors LLC | 3,477 | $150.7 萬 | 1.39% | +3,477 | 新進 |
| Blue Water Asset Management | 3,471 | $150.4 萬 | 0.49% | +12+0.3% | 加碼 |
| Rockland Trust Co | 3,469 | $150.3 萬 | 0.06% | +120+3.6% | 加碼 |
| Powell Investment Advisors, LLC | 3,460 | $150.0 萬 | 0.47% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 3,458 | $149.8 萬 | 0.37% | −221−6.0% | 減碼 |
| MTM Investment Management, LLC | 3,453 | $149.6 萬 | 0.43% | +16+0.5% | 加碼 |
| Accredited Investors Inc. | 3,447 | $149.4 萬 | 0.06% | +3,447 | 新進 |
| Bellwether Advisors, LLC | 3,445 | $149.3 萬 | 0.22% | +3,445 | 新進 |
| Centiva Capital, LP | 3,440 | $149.1 萬 | 0.05% | +3,440 | 新進 |
| One Wealth Advisors, LLC | 3,430 | $148.6 萬 | 0.16% | +316+10.1% | 加碼 |
| J. M. Brown & Associates Inc. | 3,429 | $148.6 萬 | 0.85% | +3,429 | 新進 |
| CFM Wealth Partners LLC | 3,426 | $148.5 萬 | 0.19% | 00.0% | 不變 |
| Sentinus, LLC | 3,416 | $148.0 萬 | 0.12% | +344+11.2% | 加碼 |
| Wall Street Financial Group, Inc. | 3,416 | $148.0 萬 | 0.79% | −91−2.6% | 減碼 |
| LVZ Advisors, Inc. | 3,414 | $147.9 萬 | 0.15% | −437−11.3% | 減碼 |
| Onefund, LLC | 3,407 | $147.6 萬 | 0.84% | −45−1.3% | 減碼 |
| Horizon Family Wealth, Inc. | 3,392 | $147.0 萬 | 0.67% | −34−1.0% | 減碼 |
| Kendall Capital Management | 3,390 | $146.9 萬 | 0.24% | −175−4.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 3,385 | $146.8 萬 | 0.02% | +1,281+60.9% | 加碼 |
| Ramirez Asset Management, Inc. | 3,380 | $146.5 萬 | 0.15% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 3,375 | $146.2 萬 | 0.14% | −67−1.9% | 減碼 |
| C M Bidwell & Associates Ltd | 3,375 | $146.2 萬 | 0.60% | +442+15.1% | 加碼 |
| Affinity Wealth Management LLC | 3,370 | $146.0 萬 | 0.19% | 00.0% | 不變 |
| Oak Harvest Investment Services | 3,366 | $145.9 萬 | 0.14% | −1,015−23.2% | 減碼 |
| Signal Advisors Wealth, LLC | 3,363 | $145.7 萬 | 0.08% | +824+32.5% | 加碼 |
| Falcon Wealth Planning | 3,363 | $145.7 萬 | 0.09% | −495−12.8% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,363 | $145.7 萬 | 0.90% | −167−4.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 3,361 | $145.6 萬 | 0.08% | −390−10.4% | 減碼 |
| Fairvoy Private Wealth, LLC | 3,361 | $145.6 萬 | 0.29% | −11−0.3% | 減碼 |
| Lodestone Wealth Management LLC | 3,358 | $145.5 萬 | 0.51% | −553−14.1% | 減碼 |
| Regent Peak Wealth Advisors LLC | 3,331 | $144.3 萬 | 0.27% | +6+0.2% | 加碼 |
| United Asset Strategies, Inc. | 3,329 | $144.3 萬 | 0.10% | −267−7.4% | 減碼 |
| Canvas Wealth Advisors, LLC | 3,326 | $144.2 萬 | 0.20% | −89−2.6% | 減碼 |
| Secured Retirement Advisors, LLC | 3,308 | $143.3 萬 | 0.74% | +3,308 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 3,303 | $143.2 萬 | 0.21% | −1,326−28.6% | 減碼 |
| Poehling Capital Management, LLC | 3,300 | $143.0 萬 | 0.31% | 00.0% | 不變 |
| Braeburn Wealth Management LLC | 3,294 | $142.7 萬 | 0.61% | +440+15.4% | 加碼 |
| Menard Financial Group LLC | 3,292 | $142.7 萬 | 0.78% | +2+0.1% | 加碼 |
| MJP Associates Inc | 3,287 | $142.4 萬 | 0.16% | +873+36.2% | 加碼 |
| Heartland Advisors Inc | 3,285 | $142.3 萬 | 0.06% | −5,427−62.3% | 減碼 |
| Franklin Street Advisors Inc | 3,280 | $142.1 萬 | 0.08% | −115−3.4% | 減碼 |
| Manchester Capital Management LLC | 3,279 | $142.1 萬 | 0.18% | +118+3.7% | 加碼 |
| MainStreet Investment Advisors LLC | 3,273 | $141.8 萬 | 0.19% | +1,879+134.8% | 加碼 |
| United Advisor Group, LLC | 3,269 | $141.7 萬 | 0.15% | +642+24.4% | 加碼 |
| Westmount Partners, LLC | 3,263 | $141.4 萬 | 0.31% | +133+4.2% | 加碼 |
| Financial Advisors Network, Inc. | 3,254 | $141.0 萬 | 0.17% | −201−5.8% | 減碼 |
| Worth Asset Management, LLC | 3,253 | $141.0 萬 | 0.45% | −6,379−66.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,250 | $140.8 萬 | 0.30% | 00.0% | 不變 |
| Mechanics Financial Corp | 3,249 | $140.8 萬 | 0.50% | +1,088+50.3% | 加碼 |
| CORDA Investment Management, LLC. | 3,249 | $140.8 萬 | 0.09% | +3,249 | 新進 |
| Strategies Wealth Advisors, LLC | 3,243 | $140.5 萬 | 0.13% | 00.0% | 不變 |