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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 2,739 | $118.7 萬 | 0.10% | +749+37.6% | 加碼 |
| Stonebridge Financial Group, LLC | 2,735 | $118.5 萬 | 0.09% | +16+0.6% | 加碼 |
| Gabelli Funds LLC | 2,735 | $118.5 萬 | 0.01% | +375+15.9% | 加碼 |
| Wrapmanager Inc | 2,722 | $118.0 萬 | 0.37% | +2,722 | 新進 |
| Duncan Williams Asset Management, LLC | 2,720 | $117.9 萬 | 0.27% | +2,720 | 新進 |
| Paragon Private Wealth Management, LLC | 2,719 | $117.8 萬 | 0.31% | +35+1.3% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,714 | $117.6 萬 | 0.14% | −43−1.6% | 減碼 |
| Highview Capital Management LLC | 2,710 | $117.4 萬 | 0.34% | +1,080+66.3% | 加碼 |
| Ashton Thomas Securities, LLC | 2,770 | $117.3 萬 | 0.17% | +1,042+60.3% | 加碼 |
| Fortitude Advisory Group L.L.C. | 2,707 | $117.3 萬 | 0.45% | −45−1.6% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,692 | $116.7 萬 | 0.14% | −550−17.0% | 減碼 |
| Allen Capital Group, LLC | 2,685 | $116.3 萬 | 0.10% | −110−3.9% | 減碼 |
| Element Wealth, LLC | 2,677 | $116.0 萬 | 0.44% | −15−0.6% | 減碼 |
| Black Creek Investment Management Inc. | 2,669 | $115.7 萬 | 0.06% | −43,782−94.3% | 減碼 |
| Driehaus Capital Management LLC | 2,663 | $115.4 萬 | 0.01% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 2,655 | $115.0 萬 | 0.17% | −95−3.5% | 減碼 |
| Asset Dedication, LLC | 2,646 | $114.7 萬 | 0.07% | +36+1.4% | 加碼 |
| Continuum Wealth Advisors, LLC | 2,645 | $114.6 萬 | 0.39% | +4+0.2% | 加碼 |
| Archer Investment Corp | 2,644 | $114.6 萬 | 0.22% | +1,020+62.8% | 加碼 |
| Foster Group, Inc. | 2,639 | $114.4 萬 | 0.03% | +89+3.5% | 加碼 |
| Cynosure Management, LLC | 2,637 | $114.3 萬 | 0.17% | +614+30.4% | 加碼 |
| Cane Capital Partners, LLC | 2,633 | $114.1 萬 | 0.46% | −73−2.7% | 減碼 |
| Univest Financial Corp | 2,631 | $114.0 萬 | 0.06% | +884+50.6% | 加碼 |
| Mach-1 Financial Group, Inc. | 2,630 | $114.0 萬 | 0.44% | −505−16.1% | 減碼 |
| Norris Perne & French LLP | 2,630 | $114.0 萬 | 0.05% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 2,622 | $113.7 萬 | 0.21% | +49+1.9% | 加碼 |
| Bensler, LLC | 2,620 | $113.5 萬 | 0.10% | +110+4.4% | 加碼 |
| Dunhill Financial, LLC | 2,619 | $113.5 萬 | 0.23% | −6−0.2% | 減碼 |
| Syverson Strege & Co | 2,618 | $113.4 萬 | 0.25% | −43−1.6% | 減碼 |
| Diversified Enterprises, LLC | 2,608 | $113.0 萬 | 0.05% | +85+3.4% | 加碼 |
| Smart Money Group LLC | 2,599 | $112.6 萬 | 0.29% | −19−0.7% | 減碼 |
| Davis R M Inc | 2,598 | $112.6 萬 | 0.02% | +179+7.4% | 加碼 |
| Lotus Technology Management, LP | 2,264 | $112.4 萬 | 1.39% | +2,264 | 新進 |
| Zullo Investment Group, Inc. | 2,593 | $112.4 萬 | 0.38% | −567−17.9% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 2,591 | $112.3 萬 | 0.13% | +594+29.7% | 加碼 |
| Triad Wealth Partners, LLC | 3,811 | $112.3 萬 | 0.07% | +899+30.9% | 加碼 |
| Tennessee Valley Asset Management Partners | 2,583 | $111.9 萬 | 0.12% | −80−3.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,859 | $111.9 萬 | 0.22% | −66−2.3% | 減碼 |
| Vanguard National Trust Co | 2,580 | $111.8 萬 | 0.06% | +109+4.4% | 加碼 |
| Bill Few Associates, Inc. | 2,579 | $111.8 萬 | 0.24% | −247−8.7% | 減碼 |
| Parthenon LLC | 2,575 | $111.6 萬 | 0.12% | −85−3.2% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,573 | $111.5 萬 | 0.03% | +161+6.7% | 加碼 |
| Fiduciary Financial Group, LLC | 2,572 | $111.5 萬 | 0.13% | −207−7.4% | 減碼 |
| AlTi Global, Inc. | 2,569 | $111.4 萬 | 0.02% | +1,128+78.3% | 加碼 |
| Hudock, Inc. | 2,564 | $111.1 萬 | 0.14% | −237−8.5% | 減碼 |
| Scientech Research LLC | 2,563 | $111.1 萬 | 0.90% | +2,563 | 新進 |
| Keating Financial Advisory Services, Inc. | 2,547 | $110.4 萬 | 0.15% | −260−9.3% | 減碼 |
| Welch Group, LLC | 2,536 | $109.9 萬 | 0.04% | +404+18.9% | 加碼 |
| Hollencrest Capital Management | 2,529 | $109.6 萬 | 0.07% | −3,308−56.7% | 減碼 |
| Grandfield & Dodd, LLC | 2,518 | $109.1 萬 | 0.06% | −132−5.0% | 減碼 |
| Aries Wealth Management | 2,510 | $108.8 萬 | 0.21% | 00.0% | 不變 |
| Hoey Investments, Inc | 2,505 | $108.5 萬 | 0.14% | +185+8.0% | 加碼 |
| May Barnhard Investments LLC | 2,500 | $108.3 萬 | 0.44% | −380−13.2% | 減碼 |
| Atlantic Union Bankshares Corp | 2,495 | $108.1 萬 | 0.02% | +603+31.9% | 加碼 |
| Jacobsen Capital Management | 2,495 | $108.1 萬 | 0.32% | +35+1.4% | 加碼 |
| Talon Private Wealth, LLC | 2,494 | $108.1 萬 | 0.13% | +2,494 | 新進 |
| Canopy Partners, LLC | 2,485 | $107.7 萬 | 0.32% | +54+2.2% | 加碼 |
| First County Bank | 2,483 | $107.6 萬 | 0.51% | +42+1.7% | 加碼 |
| Douglas Lane & Associates, LLC | 2,480 | $107.5 萬 | 0.01% | +124+5.3% | 加碼 |
| Birchwood Financial Partners, Inc. | 2,475 | $107.2 萬 | 0.88% | −33−1.3% | 減碼 |
| Baldwin Brothers Inc | 2,461 | $106.6 萬 | 0.07% | −90−3.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 2,460 | $106.6 萬 | 0.17% | +92+3.9% | 加碼 |
| Townsend & Associates, Inc | 3,464 | $106.3 萬 | 0.09% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 2,450 | $106.2 萬 | 0.39% | −1,153−32.0% | 減碼 |
| Hobart Private Capital, LLC | 2,428 | $105.2 萬 | 0.18% | −279−10.3% | 減碼 |
| JB Capital LLC | 2,427 | $105.2 萬 | 0.04% | +145+6.4% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 2,425 | $105.1 萬 | 0.12% | +2,220+1,082.9% | 加碼 |
| Keystone Wealth Services, LLC | 2,421 | $104.9 萬 | 0.19% | +280+13.1% | 加碼 |
| Northbridge Financial Group, LLC | 2,415 | $104.6 萬 | 0.40% | −25−1.0% | 減碼 |
| Stock Yards Bank & Trust Co | 2,413 | $104.6 萬 | 0.03% | +58+2.5% | 加碼 |
| Stonebrook Private Inc. | 2,405 | $104.2 萬 | 0.19% | +83+3.6% | 加碼 |
| Berger Financial Group, Inc | 2,403 | $104.1 萬 | 0.05% | −32−1.3% | 減碼 |
| Principal Street Partners, LLC | 2,400 | $104.0 萬 | 0.15% | 00.0% | 不變 |
| Kennicott Capital Management LLC | 2,400 | $104.0 萬 | 0.48% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 2,398 | $103.9 萬 | 0.04% | +10.0% | 加碼 |
| SBI Okasan Asset Management Co.Ltd. | 2,527 | $103.8 萬 | 0.03% | +980+63.3% | 加碼 |
| Mitchell Capital Management Co | 2,393 | $103.7 萬 | 0.16% | 00.0% | 不變 |
| Spartan Planning & Wealth Management | 2,387 | $103.4 萬 | 0.69% | +2,387 | 新進 |
| SMART Wealth LLC | 2,383 | $103.3 萬 | 0.22% | −341−12.5% | 減碼 |
| OneAscent Family Office, LLC | 2,379 | $103.1 萬 | 0.52% | +422+21.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 2,377 | $103.0 萬 | 0.29% | −128−5.1% | 減碼 |
| Financial Consulate, Inc | 2,371 | $102.7 萬 | 0.11% | +117+5.2% | 加碼 |
| Ameriflex Group, Inc. | 2,367 | $102.6 萬 | 0.42% | −683−22.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,365 | $102.5 萬 | 0.11% | −583−19.8% | 減碼 |
| 55 North Private Wealth, LLC | 2,363 | $102.4 萬 | 0.20% | +219+10.2% | 加碼 |
| Wiregrass Investment Management LLC | 2,361 | $102.3 萬 | 0.70% | +2,361 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,361 | $102.3 萬 | 0.29% | +261+12.4% | 加碼 |
| MCF Advisors LLC | 2,354 | $102.1 萬 | 0.04% | +392+20.0% | 加碼 |
| LRI Investments, LLC | 2,355 | $102.1 萬 | 0.08% | −91−3.7% | 減碼 |
| Acropolis Investment Management, LLC | 2,353 | $102.0 萬 | 0.04% | −42−1.8% | 減碼 |
| Meridian Investment Counsel Inc. | 2,350 | $101.8 萬 | 0.22% | −100−4.1% | 減碼 |
| Sandler Capital Management | 2,349 | $101.8 萬 | 0.60% | +2,349 | 新進 |
| Magnolia Capital Advisors LLC | 2,348 | $101.7 萬 | 0.17% | −153−6.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 2,345 | $101.6 萬 | 0.10% | 00.0% | 不變 |
| Investment Advisory Services Inc | 2,340 | $101.4 萬 | 0.29% | +1,105+89.5% | 加碼 |
| Weaver Capital Management LLC | 4,735 | $101.2 萬 | 0.22% | 00.0% | 不變 |
| Connecticut Capital Management Group, LLC | 2,326 | $100.8 萬 | 0.81% | −13−0.6% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 2,322 | $100.6 萬 | 0.29% | −38−1.6% | 減碼 |
| Matters Capital LLC | 2,310 | $100.1 萬 | 0.70% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 2,305 | $99.9 萬 | 0.12% | +36+1.6% | 加碼 |