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 3,142 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
- 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 1,077 家加碼
- 清倉機構
- 96
- 另有 1,177 家減碼
另有 32 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 | 3,142 | $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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 122,533 | $5,310 萬 | 0.53% | −1,000−0.8% | 減碼 |
| Value Aligned Research Advisors, LLC | 121,597 | $5,269 萬 | 0.31% | −978,959−89.0% | 減碼 |
| Capital Fund Management S.A. | 121,371 | $5,259 萬 | 0.38% | −291,971−70.6% | 減碼 |
| Aptus Capital Advisors, LLC | 121,261 | $5,255 萬 | 0.38% | −17,107−12.4% | 減碼 |
| Allstate Corp | 119,782 | $5,191 萬 | 0.52% | +1,925+1.6% | 加碼 |
| Moran Wealth Management, LLC | 118,675 | $5,143 萬 | 1.40% | +29,850+33.6% | 加碼 |
| Groupe la Francaise | 118,568 | $5,139 萬 | 0.63% | −76,226−39.1% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 155,438 | $5,131 萬 | 1.00% | +146,906+1,721.8% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 118,131 | $5,119 萬 | 2.93% | −24,989−17.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 116,898 | $5,067 萬 | 1.74% | −600−0.5% | 減碼 |
| Global X Japan Co., Ltd. | 116,869 | $5,064 萬 | 1.86% | −11,139−8.7% | 減碼 |
| GDS Wealth Management | 116,110 | $5,031 萬 | 2.39% | −140−0.1% | 減碼 |
| Omers Administration Corp | 115,762 | $5,016 萬 | 0.30% | +9,851+9.3% | 加碼 |
| Manchester Global Management (UK) Ltd | 115,720 | $5,014 萬 | 5.53% | 00.0% | 不變 |
| Generali Asset Management SPA SGR | 115,587 | $5,009 萬 | 0.91% | +6,411+5.9% | 加碼 |
| Harvest Portfolios Group Inc. | 115,142 | $4,989 萬 | 0.70% | +115,142 | 新進 |
| BSN Capital Partners Ltd | 133,172 | $4,983 萬 | 2.25% | +133,172 | 新進 |
| PEAK6 LLC | 114,453 | $4,960 萬 | 1.20% | +61,980+118.1% | 加碼 |
| Summit Partners Public Asset Management, LLC | 114,000 | $4,940 萬 | 1.28% | +4,000+3.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 113,089 | $4,900 萬 | 0.48% | −5,386−4.5% | 減碼 |
| Heron Bay Capital Management | 111,977 | $4,852 萬 | 4.40% | −50,144−30.9% | 減碼 |
| Hancock Whitney Corp | 111,784 | $4,844 萬 | 0.81% | −3,759−3.3% | 減碼 |
| Sava Infond d.o.o. | 111,740 | $4,842 萬 | 3.43% | +50,170+81.5% | 加碼 |
| Mizuho Markets Americas LLC | 111,532 | $4,833 萬 | 0.87% | −24,129−17.8% | 減碼 |
| Winmill & Co. Inc | 109,000 | $4,723 萬 | 10.46% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 108,335 | $4,695 萬 | 0.22% | −4,746−4.2% | 減碼 |
| Renaissance Group LLC | 108,197 | $4,688 萬 | 1.90% | −46,547−30.1% | 減碼 |
| Midwest Trust Co | 108,182 | $4,688 萬 | 0.53% | +14,960+16.0% | 加碼 |
| M&T Bank Corp | 107,063 | $4,639 萬 | 0.14% | +2,706+2.6% | 加碼 |
| HB Wealth Management, LLC | 106,838 | $4,630 萬 | 0.26% | −7,369−6.5% | 減碼 |
| First Citizens Bank & Trust Co | 106,241 | $4,604 萬 | 0.69% | −7,238−6.4% | 減碼 |
| Baker Ellis Asset Management LLC | 105,992 | $4,593 萬 | 4.76% | −6,630−5.9% | 減碼 |
| Systematic Alpha Investments, LLC | 104,380 | $4,523 萬 | 1.21% | 00.0% | 不變 |
| Horizon Investments, LLC | 103,722 | $4,495 萬 | 0.50% | −17,414−14.4% | 減碼 |
| Canada Post Corp Registered Pension Plan | 103,446 | $4,483 萬 | 1.56% | −17,680−14.6% | 減碼 |
| Tower Bridge Advisors | 103,392 | $4,480 萬 | 4.04% | −3,526−3.3% | 減碼 |
| Compagnie Lombard Odier SCmA | 102,737 | $4,452 萬 | 0.48% | +1,712+1.7% | 加碼 |
| Terry L. Blaker | 102,322 | $4,434 萬 | 1.56% | −1,445−1.4% | 減碼 |
| William Blair Investment Management, LLC | 102,273 | $4,432 萬 | 0.13% | +22,826+28.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 101,583 | $4,402 萬 | 1.03% | −24,914−19.7% | 減碼 |
| Groupama Asset Managment | 106,402 | $4,399 萬 | 0.55% | −30,420−22.2% | 減碼 |
| Vise Technologies, Inc. | 101,038 | $4,378 萬 | 0.50% | +40,052+65.7% | 加碼 |
| Glenview Trust Co | 100,253 | $4,344 萬 | 0.60% | +1,993+2.0% | 加碼 |
| Nilsine Partners, LLC | 99,904 | $4,329 萬 | 3.00% | +69+0.1% | 加碼 |
| Miller Capital Partners, Inc. | 99,440 | $4,309 萬 | 16.93% | −3,411−3.3% | 減碼 |
| Linscomb & Williams, Inc. | 99,082 | $4,294 萬 | 1.86% | −13,746−12.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 98,921 | $4,287 萬 | 0.29% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 98,862 | $4,284 萬 | 0.37% | +16,661+20.3% | 加碼 |
| Cozad Asset Management Inc | 98,204 | $4,255 萬 | 2.75% | −13,364−12.0% | 減碼 |
| Mizuho Securities USA LLC | 97,905 | $4,243 萬 | 0.69% | +22,411+29.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 97,276 | $4,215 萬 | 0.83% | +188+0.2% | 加碼 |
| Ardmore Road Asset Management LP | 97,000 | $4,203 萬 | 2.47% | −78,000−44.6% | 減碼 |
| YHB Investment Advisors, Inc. | 96,662 | $4,189 萬 | 2.68% | −5,683−5.6% | 減碼 |
| Benjamin Edwards Inc | 95,651 | $4,145 萬 | 0.38% | −35,284−26.9% | 減碼 |
| Verition Fund Management LLC | 94,444 | $4,093 萬 | 0.29% | +9,437+11.1% | 加碼 |
| Triglav Skladi, D.O.O. | 94,115 | $4,078 萬 | 2.15% | +53,895+134.0% | 加碼 |
| Warren Averett Asset Management, LLC | 93,909 | $4,069 萬 | 0.24% | +65,089+225.8% | 加碼 |
| Motley Fool Asset Management LLC | 93,731 | $4,062 萬 | 1.57% | −36,584−28.1% | 減碼 |
| Factory Mutual Insurance Co | 93,550 | $4,054 萬 | 0.38% | +34,150+57.5% | 加碼 |
| Fiduciary Trust Co | 92,938 | $4,027 萬 | 0.44% | −1,204−1.3% | 減碼 |
| Allen Investment Management LLC | 92,737 | $4,019 萬 | 0.48% | +92,737 | 新進 |
| Violich Capital Management, Inc. | 92,250 | $3,997 萬 | 4.35% | −8,000−8.0% | 減碼 |
| BLI - Banque de Luxembourg Investments | 97,000 | $3,993 萬 | 1.41% | +33,000+51.6% | 加碼 |
| Generate Investment Management Ltd | 91,916 | $3,983 萬 | 1.64% | −59,418−39.3% | 減碼 |
| Private Advisor Group, LLC | 89,919 | $3,896 萬 | 0.18% | +16,500+22.5% | 加碼 |
| Mission Wealth Management, LP | 89,293 | $3,869 萬 | 0.48% | +59,553+200.2% | 加碼 |
| Zweig-DiMenna Associates LLC | 88,966 | $3,855 萬 | 3.50% | −7,534−7.8% | 減碼 |
| Ofi Invest Asset Management | 99,512 | $3,830 萬 | 0.38% | −626,150−86.3% | 減碼 |
| Cookson Peirce & Co Inc | 87,973 | $3,812 萬 | 1.26% | −2,013−2.2% | 減碼 |
| Saudi Central Bank | 87,414 | $3,788 萬 | 0.50% | +41,052+88.5% | 加碼 |
| Laffer Tengler Investments | 86,857 | $3,764 萬 | 4.82% | −27,457−24.0% | 減碼 |
| Taylor Hoffman Capital Management LLC | 86,261 | $3,738 萬 | 9.08% | −1,781−2.0% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 86,112 | $3,731 萬 | 1.97% | −8,864−9.3% | 減碼 |
| Brinker Capital Investments, LLC | 85,197 | $3,692 萬 | 0.28% | +6,731+8.6% | 加碼 |
| Baldwin Investment Management, LLC | 85,114 | $3,688 萬 | 3.57% | −3,480−3.9% | 減碼 |
| Hosking Partners LLP | 85,010 | $3,684 萬 | 1.22% | −21,960−20.5% | 減碼 |
| King Luther Capital Management Corp | 84,543 | $3,664 萬 | 0.15% | +19,653+30.3% | 加碼 |
| La Banque Postale Asset Management SA | 84,420 | $3,658 萬 | 0.37% | +23,632+38.9% | 加碼 |
| Park Avenue Securities LLC | 84,400 | $3,657 萬 | 0.23% | +3,442+4.3% | 加碼 |
| Advisors Capital Management, LLC | 84,207 | $3,649 萬 | 0.39% | −6,171−6.8% | 減碼 |
| Larson Financial Group LLC | 83,626 | $3,624 萬 | 0.96% | −12,337−12.9% | 減碼 |
| OpenArc Corporate Advisory, LLC | 83,207 | $3,606 萬 | 0.43% | +37,941+83.8% | 加碼 |
| LMR Partners LLP | 82,869 | $3,591 萬 | 0.26% | −9,837−10.6% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 82,300 | $3,566 萬 | 0.78% | −23,782−22.4% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 102,238 | $3,538 萬 | 1.86% | −20,796−16.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 81,129 | $3,516 萬 | 0.73% | −1,558−1.9% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 80,801 | $3,501 萬 | 2.56% | −461−0.6% | 減碼 |
| Fusion Capital, LLC | 79,779 | $3,457 萬 | 8.03% | −5,036−5.9% | 減碼 |
| Picton Mahoney Asset Management | 79,533 | $3,446 萬 | 0.32% | −4,568−5.4% | 減碼 |
| Kentucky Retirement Systems | 79,266 | $3,435 萬 | 0.85% | +65,859+491.2% | 加碼 |
| Intech Investment Management LLC | 77,857 | $3,374 萬 | 0.31% | −4,453−5.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 77,136 | $3,339 萬 | 0.16% | −1,699−2.2% | 減碼 |
| Advisors Asset Management, Inc. | 75,962 | $3,292 萬 | 0.50% | −9,394−11.0% | 減碼 |
| Employees Retirement System of Texas | 75,560 | $3,274 萬 | 0.26% | 00.0% | 不變 |
| Merit Financial Group, LLC | 75,266 | $3,261 萬 | 0.20% | −36,870−32.9% | 減碼 |
| Oak Ridge Investments LLC | 75,060 | $3,253 萬 | 1.84% | +75,060 | 新進 |
| D.A. Davidson & Co. | 74,994 | $3,250 萬 | 0.18% | −5,449−6.8% | 減碼 |
| Vestcor Inc | 74,840 | $3,243 萬 | 0.80% | −2,939−3.8% | 減碼 |
| United Capital Financial Advisers, LLC | 74,789 | $3,241 萬 | 0.18% | −974−1.3% | 減碼 |
| South Dakota Investment Council | 74,624 | $3,234 萬 | 0.55% | −361−0.5% | 減碼 |