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 14 家機構申報持有 LRCX。看 2026 年第 3 季
- 持有機構
- 3,142
- 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 1,076 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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 1,587 | $68.8 萬 | 0.03% | +193+13.8% | 加碼 |
| Markin Volterra Fund LP | 1,580 | $68.5 萬 | 2.32% | −298−15.9% | 減碼 |
| Affinity Capital Advisors, LLC | 1,954 | $68.4 萬 | 0.08% | −96−4.7% | 減碼 |
| Fortis Capital Management LLC | 1,577 | $68.3 萬 | 0.08% | +55+3.6% | 加碼 |
| Myriad Asset Management US LP | 1,576 | $68.3 萬 | 0.94% | −589−27.2% | 減碼 |
| Lantz Financial LLC | 1,573 | $68.2 萬 | 0.12% | +40+2.6% | 加碼 |
| Manhattan West Asset Management, LLC | 1,567 | $67.9 萬 | 0.11% | −118−7.0% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 1,566 | $67.9 萬 | 0.03% | +242+18.3% | 加碼 |
| General Partner, Inc. | 1,565 | $67.8 萬 | 0.36% | −100−6.0% | 減碼 |
| Evolution Wealth Management Inc. | 1,564 | $67.8 萬 | 0.40% | +25+1.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,562 | $67.7 萬 | 0.15% | +10+0.6% | 加碼 |
| Innovative Asset Advisors Group, LLC | 1,559 | $67.6 萬 | 0.30% | +101+6.9% | 加碼 |
| Gilpin Wealth Management, LLC | 1,554 | $67.3 萬 | 0.47% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 1,549 | $67.1 萬 | 0.11% | −4,791−75.6% | 減碼 |
| Connecticut Wealth Management, LLC | 1,549 | $67.1 萬 | 0.02% | 00.0% | 不變 |
| ProCore Advisors, LLC | 1,546 | $67.0 萬 | 0.83% | +138+9.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,542 | $66.8 萬 | 0.04% | +145+10.4% | 加碼 |
| FDx Advisors, Inc. | 1,542 | $66.8 萬 | 0.20% | −200−11.5% | 減碼 |
| Ironsides Asset Advisors, LLC | 1,540 | $66.7 萬 | 0.16% | 00.0% | 不變 |
| Seldon Capital LP | 1,540 | $66.7 萬 | 0.21% | 00.0% | 不變 |
| Foronjy Financial LLC | 1,539 | $66.7 萬 | 0.25% | −176−10.3% | 減碼 |
| Owl Creek Wealth Partners LLC | 1,539 | $66.7 萬 | 0.20% | −48−3.0% | 減碼 |
| Ballast Advisors LLC | 1,534 | $66.5 萬 | 0.16% | −291−15.9% | 減碼 |
| AMG National Trust Bank | 1,526 | $66.1 萬 | 0.01% | −403−20.9% | 減碼 |
| Wolff Wiese Magana LLC | 1,524 | $66.0 萬 | 0.30% | −180−10.6% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 1,518 | $65.8 萬 | 0.01% | +1,018+203.6% | 加碼 |
| Winter & Associates, Inc. | 1,516 | $65.7 萬 | 0.49% | −50−3.2% | 減碼 |
| Mathes Company, Inc. | 1,510 | $65.4 萬 | 0.20% | +170+12.7% | 加碼 |
| Simon Quick Advisors, LLC | 1,509 | $65.4 萬 | 0.03% | −280−15.7% | 減碼 |
| Greenland Capital Management LP | 1,508 | $65.3 萬 | 0.12% | −5,843−79.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 1,508 | $65.3 萬 | 0.09% | +23+1.5% | 加碼 |
| Geneos Wealth Management Inc. | 1,507 | $65.3 萬 | 0.01% | −56−3.6% | 減碼 |
| Pflug Koory, LLC | 1,505 | $65.2 萬 | 0.26% | 00.0% | 不變 |
| Buck Wealth Strategies, LLC | 1,504 | $65.2 萬 | 0.07% | +418+38.5% | 加碼 |
| Ballast, Inc. | 1,504 | $65.2 萬 | 0.12% | +1,504 | 新進 |
| RKL Wealth Management LLC | 1,502 | $65.1 萬 | 0.05% | +194+14.8% | 加碼 |
| Jupiter Wealth Management LLC | 1,500 | $65.0 萬 | 0.26% | 00.0% | 不變 |
| Motive Wealth Advisors | 1,499 | $65.0 萬 | 0.27% | −73−4.6% | 減碼 |
| Forbes J M & Co LLP | 1,496 | $64.8 萬 | 0.05% | 00.0% | 不變 |
| Francis Financial, Inc. | 1,493 | $64.7 萬 | 0.11% | +210+16.4% | 加碼 |
| Almanack Investment Partners, LLC. | 1,491 | $64.6 萬 | 0.08% | +1,491 | 新進 |
| Summit Wealth Group LLC | 1,490 | $64.6 萬 | 0.05% | +422+39.5% | 加碼 |
| Rogco, LP | 1,486 | $64.4 萬 | 0.20% | 00.0% | 不變 |
| StoneX Group Inc. | 1,482 | $64.3 萬 | 0.03% | −84−5.4% | 減碼 |
| William John Sempolinski | 1,480 | $64.1 萬 | 0.26% | +1,480 | 新進 |
| Garden State Investment Advisory Services LLC | 1,476 | $64.0 萬 | 0.13% | +6+0.4% | 加碼 |
| Optivise Advisory Services LLC | 1,476 | $64.0 萬 | 0.32% | −91−5.8% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,476 | $63.9 萬 | 0.14% | +214+17.0% | 加碼 |
| SilverOak Wealth Management LLC | 1,472 | $63.8 萬 | 0.08% | −223−13.2% | 減碼 |
| Fullerton Fund Management Co Ltd. | 1,471 | $63.7 萬 | 0.04% | +129+9.6% | 加碼 |
| Brand Asset Management Group, Inc. | 1,470 | $63.7 萬 | 0.14% | +5+0.3% | 加碼 |
| ClearAlpha Technologies LP | 1,469 | $63.7 萬 | 1.09% | +1,469 | 新進 |
| Worth Financial Advisory Group, LLC | 1,462 | $63.4 萬 | 0.26% | +1,462 | 新進 |
| GSG Advisors LLC | 1,460 | $63.3 萬 | 0.14% | +73+5.3% | 加碼 |
| Teza Capital Management LLC | 1,460 | $63.3 萬 | 1.22% | +1,460 | 新進 |
| Adelphi Trust Co | 1,459 | $63.2 萬 | 0.42% | +1,459 | 新進 |
| Alliance Wealth Advisors, LLC | 1,458 | $63.2 萬 | 0.12% | −418−22.3% | 減碼 |
| Ambassador Advisors, LLC | 1,455 | $63.0 萬 | 0.08% | +1,455 | 新進 |
| Graybill Bartz & Assoc Ltd | 1,454 | $63.0 萬 | 0.17% | −25−1.7% | 減碼 |
| KFA Private Wealth Group, LLC | 1,451 | $62.9 萬 | 0.15% | −138−8.7% | 減碼 |
| Wagner Wealth Management, LLC | 1,442 | $62.5 萬 | 0.12% | +12+0.8% | 加碼 |
| BW Gestao de Investimentos Ltda. | 1,439 | $62.4 萬 | 0.02% | +1,439 | 新進 |
| Sterling Financial Planning, Inc. | 1,435 | $62.2 萬 | 0.17% | 00.0% | 不變 |
| Woodley Farra Manion Portfolio Management Inc | 1,434 | $62.2 萬 | 0.03% | +26+1.8% | 加碼 |
| Ketron Financial | 1,433 | $62.1 萬 | 0.19% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 1,432 | $62.1 萬 | 0.06% | −16−1.1% | 減碼 |
| Carter Financial Group, INC. | 1,431 | $62.0 萬 | 0.32% | +62+4.5% | 加碼 |
| StoryOne LLC | 1,431 | $62.0 萬 | 0.29% | +1,431 | 加碼 |
| Insight Advisors, LLC | 1,430 | $62.0 萬 | 0.11% | −130−8.3% | 減碼 |
| NewSquare Capital LLC | 1,430 | $62.0 萬 | 0.05% | +266+22.9% | 加碼 |
| Schulhoff & Co Inc | 1,425 | $61.7 萬 | 0.25% | 00.0% | 不變 |
| XY Planning Network, Inc. | 1,424 | $61.7 萬 | 0.08% | +376+35.9% | 加碼 |
| LightSquare Wealth Management, LLC | 1,422 | $61.6 萬 | 0.42% | −25−1.7% | 減碼 |
| IFC Advisors LLC | 1,417 | $61.4 萬 | 0.08% | −34−2.3% | 減碼 |
| Breakwater Capital Group | 1,416 | $61.4 萬 | 0.07% | −45−3.1% | 減碼 |
| PTM Wealth Management, LLC | 2,004 | $61.2 萬 | 0.28% | +4+0.2% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 1,411 | $61.1 萬 | 0.21% | −190−11.9% | 減碼 |
| Compass Wealth Management LLC | 1,410 | $61.1 萬 | 0.12% | +1,410 | 新進 |
| Adell Harriman & Carpenter Inc | 1,410 | $61.1 萬 | 0.03% | +35+2.5% | 加碼 |
| New Covenant Trust Company, N.A. | 1,410 | $61.1 萬 | 0.46% | +390+38.2% | 加碼 |
| Invested Advisors | 1,406 | $60.9 萬 | 0.54% | +2+0.1% | 加碼 |
| Total Clarity Wealth Management, Inc. | 1,404 | $60.8 萬 | 0.12% | +1,404 | 新進 |
| Smith, Salley & Associates | 1,402 | $60.8 萬 | 0.03% | +221+18.7% | 加碼 |
| Leigh Baldwin & Co., LLC | 1,401 | $60.7 萬 | 0.33% | −315−18.4% | 減碼 |
| Roberts Wealth Advisors, LLC | 1,401 | $60.7 萬 | 0.14% | −225−13.8% | 減碼 |
| Builder Investment Group Inc | 1,400 | $60.7 萬 | 0.12% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 1,400 | $60.7 萬 | 0.13% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 1,393 | $60.4 萬 | 0.32% | −452−24.5% | 減碼 |
| J. Derek Lewis & Associates Inc. | 1,393 | $60.3 萬 | 0.11% | +41+3.0% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 1,392 | $60.3 萬 | 0.07% | +48+3.6% | 加碼 |
| Gsa Capital Partners LLP | 1,391 | $60.3 萬 | 0.04% | −3,387−70.9% | 減碼 |
| PMG Family Office LLC | 1,389 | $60.2 萬 | 0.56% | +10+0.7% | 加碼 |
| YANKCOM Partnership | 1,388 | $60.1 萬 | 0.22% | −118−7.8% | 減碼 |
| BDFS Capital LLC | 1,384 | $60.0 萬 | 0.26% | +1,384 | 新進 |
| Infrastructure Capital Advisors, LLC | 1,382 | $59.9 萬 | 0.05% | +1,382 | 新進 |
| Rossby Financial, LCC | 1,381 | $59.8 萬 | 0.11% | −87−5.9% | 減碼 |
| Beacon Financial Advisory LLC | 1,379 | $59.7 萬 | 0.12% | +86+6.7% | 加碼 |
| Equitable Trust Co | 1,378 | $59.7 萬 | 0.02% | −85−5.8% | 減碼 |
| Verity & Verity, LLC | 1,375 | $59.6 萬 | 0.04% | +210+18.0% | 加碼 |
| Exchange Bank | 1,372 | $59.5 萬 | 0.37% | +1+0.1% | 加碼 |