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
- 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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 49,672 | $2,152 萬 | 0.26% | +3,172+6.8% | 加碼 |
| Apriem Advisors | 49,571 | $2,148 萬 | 1.86% | −6,456−11.5% | 減碼 |
| Voleon Capital Management LP | 49,552 | $2,147 萬 | 0.39% | −20,453−29.2% | 減碼 |
| Royal Fund Management, LLC | 49,479 | $2,144 萬 | 1.79% | +49,479 | 新進 |
| SRS Capital Advisors, Inc. | 49,337 | $2,138 萬 | 0.14% | +37,822+328.5% | 加碼 |
| Clark Capital Management Group, Inc. | 49,100 | $2,128 萬 | 0.12% | +41,774+570.2% | 加碼 |
| Morton Community Bank | 49,066 | $2,126 萬 | 4.33% | −2,035−4.0% | 減碼 |
| Stiles Financial Services Inc | 48,385 | $2,097 萬 | 5.27% | −2,751−5.4% | 減碼 |
| J. Safra Sarasin Holding AG | 96,952 | $2,085 萬 | 0.30% | +21,331+28.2% | 加碼 |
| Rheos Capital Works Inc. | 47,500 | $2,058 萬 | 1.17% | 00.0% | 不變 |
| Principal Securities, Inc. | 47,326 | $2,051 萬 | 0.25% | +240+0.5% | 加碼 |
| We Are One Seven, LLC | 47,300 | $2,050 萬 | 0.34% | +14,484+44.1% | 加碼 |
| CWA Asset Management Group, LLC | 46,999 | $2,037 萬 | 0.63% | −2,553−5.2% | 減碼 |
| Sienna Gestion | 49,012 | $2,036 萬 | 1.19% | −2,722−5.3% | 減碼 |
| Titan Investment Solutions Ltd | 46,861 | $2,031 萬 | 2.27% | +3,694+8.6% | 加碼 |
| Venture Visionary Partners LLC | 46,519 | $2,016 萬 | 0.56% | +1,065+2.3% | 加碼 |
| Johnson Financial Group, Inc. | 46,493 | $2,016 萬 | 0.66% | −3,004−6.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 46,482 | $2,014 萬 | 0.62% | +742+1.6% | 加碼 |
| Platinum Investment Management Ltd | 46,439 | $2,012 萬 | 4.95% | 00.0% | 不變 |
| Empirical Finance, LLC | 46,390 | $2,010 萬 | 0.84% | +1,377+3.1% | 加碼 |
| Rodgers Brothers Inc. | 46,200 | $2,002 萬 | 1.94% | −2,900−5.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 45,906 | $1,989 萬 | 0.55% | +96+0.2% | 加碼 |
| Scott & Selber, Inc. | 45,867 | $1,988 萬 | 4.20% | −190.0% | 減碼 |
| Independent Advisor Alliance | 45,610 | $1,976 萬 | 0.46% | −461−1.0% | 減碼 |
| Spirepoint Private Client, LLC | 45,202 | $1,959 萬 | 1.59% | +1,889+4.4% | 加碼 |
| TrimTabs Asset Management, LLC | 45,031 | $1,951 萬 | 3.59% | −15,959−26.2% | 減碼 |
| Trexquant Investment LP | 44,948 | $1,948 萬 | 0.12% | +44,948 | 新進 |
| Ritholtz Wealth Management | 44,910 | $1,946 萬 | 0.29% | +2,304+5.4% | 加碼 |
| Oak Associates, Ltd | 44,821 | $1,942 萬 | 1.09% | 00.0% | 不變 |
| Vega Investment Solutions | 46,551 | $1,938 萬 | 2.75% | +46,551 | 新進 |
| Tudor Investment Corp Et Al | 44,412 | $1,925 萬 | 0.08% | −144,167−76.4% | 減碼 |
| Strategic Global Advisors, LLC | 44,352 | $1,922 萬 | 2.74% | −16,367−27.0% | 減碼 |
| Calamos Wealth Management LLC | 43,862 | $1,901 萬 | 0.58% | −1,682−3.7% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 43,600 | $1,889 萬 | 0.43% | +43,600 | 新進 |
| Mubadala Investment Co PJSC | 43,527 | $1,886 萬 | 0.05% | −2,648−5.7% | 減碼 |
| Keybank National Association | 43,521 | $1,886 萬 | 0.06% | −2,471−5.4% | 減碼 |
| Capital Investment Advisors, LLC | 43,381 | $1,880 萬 | 0.25% | −2,971−6.4% | 減碼 |
| Argent Trust Co | 43,353 | $1,879 萬 | 0.54% | −1,371−3.1% | 減碼 |
| Perigon Wealth Management, LLC | 43,232 | $1,873 萬 | 0.30% | +345+0.8% | 加碼 |
| EFG International AG | 43,193 | $1,872 萬 | 0.34% | −1,880−4.2% | 減碼 |
| Bleakley Financial Group, LLC | 43,112 | $1,868 萬 | 0.24% | +745+1.8% | 加碼 |
| Chapin Davis, Inc. | 43,099 | $1,868 萬 | 3.28% | +3,642+9.2% | 加碼 |
| Knollwood Investment Advisory, LLC | 43,074 | $1,867 萬 | 1.66% | +279+0.7% | 加碼 |
| Pincus Capital Management, LP | 42,937 | $1,861 萬 | 11.09% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 42,909 | $1,859 萬 | 0.68% | +1,783+4.3% | 加碼 |
| Kinneret Advisory, LLC | 42,834 | $1,857 萬 | 1.51% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 42,530 | $1,843 萬 | 0.19% | +15,188+55.5% | 加碼 |
| Cresset Asset Management, LLC | 42,480 | $1,842 萬 | 0.07% | +15,033+54.8% | 加碼 |
| Eurizon SLJ Capital Ltd | 42,462 | $1,840 萬 | 6.79% | −4,547−9.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 42,247 | $1,831 萬 | 0.06% | +12,146+40.4% | 加碼 |
| Himension Fund | 42,214 | $1,829 萬 | 1.12% | −8,644−17.0% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 42,175 | $1,828 萬 | 0.40% | −4,976−10.6% | 減碼 |
| Ibex Wealth Advisors | 42,175 | $1,828 萬 | 1.43% | +2,319+5.8% | 加碼 |
| Bokf, NA | 42,094 | $1,824 萬 | 0.25% | +9,435+28.9% | 加碼 |
| Entropy Technologies, LP | 41,853 | $1,814 萬 | 0.72% | +41,853 | 新進 |
| MASTERINVEST Kapitalanlage GmbH | 41,698 | $1,807 萬 | 1.55% | −1,333−3.1% | 減碼 |
| Cypress Capital Group | 41,496 | $1,798 萬 | 1.68% | +6,923+20.0% | 加碼 |
| Trifecta Capital Advisors, LLC | 41,475 | $1,797 萬 | 2.32% | +1,102+2.7% | 加碼 |
| Jackson Square Capital, LLC | 41,406 | $1,794 萬 | 2.50% | +3,913+10.4% | 加碼 |
| Meeder Asset Management Inc | 41,381 | $1,793 萬 | 0.92% | +3,998+10.7% | 加碼 |
| CSM Advisors, LLC | 41,199 | $1,785 萬 | 0.38% | −702−1.7% | 減碼 |
| Martingale Asset Management L P | 41,095 | $1,781 萬 | 0.42% | −1,173−2.8% | 減碼 |
| Progressive Investment Management Corp | 40,962 | $1,775 萬 | 3.91% | −568−1.4% | 減碼 |
| Bailard, Inc. | 40,950 | $1,774 萬 | 0.36% | +1,262+3.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 40,793 | $1,768 萬 | 0.75% | −684−1.6% | 減碼 |
| PKO Investment Management Joint-Stock Co | 40,500 | $1,755 萬 | 1.27% | −500−1.2% | 減碼 |
| Capital Advisors Inc | 40,347 | $1,748 萬 | 0.26% | +71+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 40,096 | $1,737 萬 | 0.20% | +138+0.3% | 加碼 |
| Ninety One UK Ltd | 40,068 | $1,736 萬 | 0.04% | +40,068 | 新進 |
| Brown Brothers Harriman & Co | 40,030 | $1,735 萬 | 0.08% | +11,980+42.7% | 加碼 |
| Telemark Asset Management, LLC | 40,000 | $1,733 萬 | 1.25% | −10,000−20.0% | 減碼 |
| Artemis Wealth Advisors, LLC | 40,000 | $1,733 萬 | 2.08% | 00.0% | 不變 |
| GAMMA Investing LLC | 39,912 | $1,730 萬 | 0.64% | +4,075+11.4% | 加碼 |
| Osmosis Investment Management UK Ltd | 39,850 | $1,727 萬 | 0.80% | +33,463+523.9% | 加碼 |
| Apollon Wealth Management, LLC | 39,664 | $1,719 萬 | 0.21% | −192−0.5% | 減碼 |
| Glass Wealth Management Co LLC | 39,437 | $1,709 萬 | 5.72% | +244+0.6% | 加碼 |
| Traynor Capital Management, Inc. | 39,375 | $1,706 萬 | 0.80% | −366−0.9% | 減碼 |
| NatWest Group plc | 39,262 | $1,701 萬 | 3.04% | −45,199−53.5% | 減碼 |
| Simmons Bank | 39,171 | $1,697 萬 | 0.97% | +34,121+675.7% | 加碼 |
| Plato Investment Management Ltd | 39,281 | $1,692 萬 | 0.97% | −8,814−18.3% | 減碼 |
| LMCG Investments, LLC | 38,887 | $1,685 萬 | 0.90% | −10,861−21.8% | 減碼 |
| Financial Advisory Service, Inc. | 38,804 | $1,681 萬 | 0.88% | +1,457+3.9% | 加碼 |
| Emerald Investment Advisers, LLC | 38,724 | $1,678 萬 | 1.12% | −14,306−27.0% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 38,711 | $1,677 萬 | 0.95% | −7,638−16.5% | 減碼 |
| V-Square Quantitative Management LLC | 38,575 | $1,672 萬 | 1.59% | −5,646−12.8% | 減碼 |
| Brentview Investment Management LLC | 38,507 | $1,669 萬 | 6.60% | −5,403−12.3% | 減碼 |
| Proficio Capital Partners LLC | 38,496 | $1,668 萬 | 0.60% | +7,555+24.4% | 加碼 |
| Synergy Financial Management, LLC | 38,091 | $1,651 萬 | 1.56% | +435+1.2% | 加碼 |
| Northwest Bancshares, Inc. | 37,818 | $1,639 萬 | 2.95% | −9,978−20.9% | 減碼 |
| MUFG Securities Americas Inc. | 37,665 | $1,632 萬 | 0.84% | +3,118+9.0% | 加碼 |
| Blair William & Co | 37,565 | $1,628 萬 | 0.04% | −520−1.4% | 減碼 |
| Nikulski Financial, Inc. | 37,508 | $1,626 萬 | 3.51% | −1,749−4.5% | 減碼 |
| Midwest Professional Planners, LTD. | 37,324 | $1,617 萬 | 3.17% | −1,398−3.6% | 減碼 |
| Diversified Trust Co | 37,268 | $1,615 萬 | 0.26% | +1,638+4.6% | 加碼 |
| First National Trust Co | 36,959 | $1,602 萬 | 0.54% | −2,492−6.3% | 減碼 |
| Intrust Bank NA | 36,854 | $1,597 萬 | 1.18% | −3,018−7.6% | 減碼 |
| North Dakota State Investment Board | 36,844 | $1,597 萬 | 0.65% | +462+1.3% | 加碼 |
| Evolve Private Wealth, LLC | 36,784 | $1,595 萬 | 0.97% | −3,216−8.0% | 減碼 |
| Prairie Advisory, LLC | 36,491 | $1,581 萬 | 3.80% | +36,491 | 新進 |
| Silvercrest Asset Management Group LLC | 36,381 | $1,576 萬 | 0.10% | −4,966−12.0% | 減碼 |