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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 36,313 | $1,574 萬 | 0.02% | −417−1.1% | 減碼 |
| RMB Capital Management, LLC | 35,923 | $1,557 萬 | 0.24% | +22,314+164.0% | 加碼 |
| Pacifica Partners Inc. | 44,218 | $1,555 萬 | 4.69% | −1,694−3.7% | 減碼 |
| Cetera Trust Company, N.A | 35,810 | $1,552 萬 | 7.79% | −950−2.6% | 減碼 |
| Quadrant Capital Group LLC | 35,785 | $1,551 萬 | 0.43% | −6,037−14.4% | 減碼 |
| Callan Family Office, LLC | 35,777 | $1,550 萬 | 0.30% | +162+0.5% | 加碼 |
| Parkwood LLC | 35,512 | $1,539 萬 | 1.10% | −54,119−60.4% | 減碼 |
| Monetary Management Group Inc | 35,380 | $1,533 萬 | 3.15% | −1,910−5.1% | 減碼 |
| Crown Advisors Management, Inc. | 35,000 | $1,517 萬 | 8.33% | −15,000−30.0% | 減碼 |
| Birchview Capital, LP | 35,000 | $1,517 萬 | 7.09% | −1,000−2.8% | 減碼 |
| Harbour Capital Advisors, LLC | 43,186 | $1,513 萬 | 2.76% | −516−1.2% | 減碼 |
| Charter Trust Co | 34,789 | $1,508 萬 | 0.81% | −4,243−10.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 34,637 | $1,501 萬 | 0.87% | −170−0.5% | 減碼 |
| Navellier & Associates Inc | 34,600 | $1,499 萬 | 1.19% | −100.0% | 減碼 |
| Balyasny Asset Management LLC | 34,501 | $1,495 萬 | 0.03% | −516,588−93.7% | 減碼 |
| Strategic Financial Services, Inc, | 34,437 | $1,492 萬 | 0.65% | −2,709−7.3% | 減碼 |
| Umpqua Bank | 34,378 | $1,490 萬 | 3.34% | −2,695−7.3% | 減碼 |
| Genus Capital Management Inc. | 34,333 | $1,488 萬 | 1.46% | −7,225−17.4% | 減碼 |
| Precedent Wealth Partners, LLC | 34,102 | $1,478 萬 | 2.46% | +2,387+7.5% | 加碼 |
| Ithaka Group LLC | 34,100 | $1,478 萬 | 2.68% | +34,100 | 新進 |
| RSM US Wealth Management LLC | 33,955 | $1,476 萬 | 0.16% | +404+1.2% | 加碼 |
| Howard Capital Management Inc. | 34,048 | $1,475 萬 | 0.18% | +19,191+129.2% | 加碼 |
| N10 Wealth, LLC | 33,943 | $1,471 萬 | 5.22% | +33,943 | 新進 |
| Totem Point Management, LLC | 33,914 | $1,470 萬 | 8.99% | +15,167+80.9% | 加碼 |
| Spear Advisors LLC | 33,817 | $1,465 萬 | 5.03% | +1,930+6.1% | 加碼 |
| Barometer Capital Management Inc. | 33,690 | $1,460 萬 | 4.06% | +33,000+4,782.6% | 加碼 |
| N10 Assets, LLC | 33,476 | $1,451 萬 | 6.27% | +33,476 | 新進 |
| Independent Financial Group, LLC | 33,461 | $1,450 萬 | 0.27% | +11,573+52.9% | 加碼 |
| Signaturefd, LLC | 33,401 | $1,447 萬 | 0.19% | +1,413+4.4% | 加碼 |
| Savant Capital, LLC | 33,969 | $1,432 萬 | 0.04% | +8,273+32.2% | 加碼 |
| Consolidated Capital Management, LLC | 33,004 | $1,430 萬 | 3.82% | −111−0.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 32,894 | $1,425 萬 | 0.85% | −756−2.2% | 減碼 |
| First Business Financial Services, Inc. | 32,515 | $1,409 萬 | 1.09% | +1,674+5.4% | 加碼 |
| Mather Group, LLC. | 32,370 | $1,403 萬 | 0.12% | −1,856−5.4% | 減碼 |
| Seizert Capital Partners, LLC | 32,070 | $1,390 萬 | 0.57% | −4,524−12.4% | 減碼 |
| Mill Capital Management, LLC | 31,950 | $1,384 萬 | 0.92% | −2,700−7.8% | 減碼 |
| Webster Bank, N. A. | 31,615 | $1,370 萬 | 1.19% | −976−3.0% | 減碼 |
| Renaissance Technologies LLC | 31,600 | $1,369 萬 | 0.02% | +28,194+827.8% | 加碼 |
| Paradiem, LLC | 31,520 | $1,366 萬 | 2.94% | −31,898−50.3% | 減碼 |
| NWK Group, Inc. | 31,378 | $1,360 萬 | 4.19% | +130+0.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 31,377 | $1,360 萬 | 0.27% | −92,602−74.7% | 減碼 |
| L & S Advisors Inc | 31,320 | $1,357 萬 | 1.40% | −4,469−12.5% | 減碼 |
| Fisher Funds Management LTD | 31,319 | $1,357 萬 | 0.39% | −22,114−41.4% | 減碼 |
| Tiptree Advisors, LLC | 31,300 | $1,356 萬 | 8.38% | +1,300+4.3% | 加碼 |
| Everence Capital Management Inc | 31,227 | $1,353 萬 | 0.71% | 00.0% | 不變 |
| Virtu Financial LLC | 31,170 | $1,351 萬 | 0.43% | +31,170 | 新進 |
| Fortem Financial Group, LLC | 31,159 | $1,350 萬 | 2.75% | +1,204+4.0% | 加碼 |
| Simplicity Wealth,LLC | 31,158 | $1,350 萬 | 0.46% | −388−1.2% | 減碼 |
| Professional Advisory Services Inc | 31,102 | $1,348 萬 | 1.61% | −17,968−36.6% | 減碼 |
| Smartleaf Asset Management LLC | 32,736 | $1,345 萬 | 0.44% | 00.0% | 不變 |
| M&G Plc | 31,035 | $1,344 萬 | 0.07% | −266,196−89.6% | 減碼 |
| Melqart Asset Management (UK) Ltd | 30,961 | $1,342 萬 | 1.28% | +30,961 | 新進 |
| Tema ETFs LLC | 30,923 | $1,340 萬 | 0.43% | −216−0.7% | 減碼 |
| Two Sigma Securities, LLC | 30,889 | $1,339 萬 | 1.15% | +21,104+215.7% | 加碼 |
| Ossiam | 30,879 | $1,338 萬 | 0.18% | +30,879 | 新進 |
| Westhampton Capital, LLC | 30,872 | $1,338 萬 | 5.55% | −200−0.6% | 減碼 |
| Ravenswood Partners LP | 30,741 | $1,332 萬 | 4.26% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 30,182 | $1,308 萬 | 0.12% | +14,173+88.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 30,013 | $1,301 萬 | 0.56% | +3,198+11.9% | 加碼 |
| Alight Capital Management LP | 30,000 | $1,300 萬 | 2.11% | 00.0% | 不變 |
| LSV Asset Management | 29,905 | $1,296 萬 | 0.02% | 00.0% | 不變 |
| Chicago Trust Co NA | 29,872 | $1,294 萬 | 1.88% | −1,614−5.1% | 減碼 |
| Polymer Capital Management (HK) LTD | 29,776 | $1,290 萬 | 1.31% | +29,776 | 新進 |
| Cornerstone Select Advisors, LLC | 29,766 | $1,290 萬 | 5.43% | +6,339+27.1% | 加碼 |
| Wahed Invest LLC | 29,743 | $1,289 萬 | 1.35% | −1,471−4.7% | 減碼 |
| Brown Advisory Inc | 29,397 | $1,274 萬 | 0.02% | −6,840−18.9% | 減碼 |
| TCW Group Inc | 29,261 | $1,268 萬 | 0.09% | +5,905+25.3% | 加碼 |
| Camarda Financial Advisors, LLC | 29,136 | $1,263 萬 | 3.82% | −281−1.0% | 減碼 |
| Childress Capital Advisors, LLC | 29,044 | $1,259 萬 | 2.06% | −1,326−4.4% | 減碼 |
| MV Capital Management, Inc. | 28,912 | $1,253 萬 | 1.11% | −2,407−7.7% | 減碼 |
| FourThought Financial Partners, LLC | 28,829 | $1,249 萬 | 0.96% | −514−1.8% | 減碼 |
| Stephens Inc | 28,696 | $1,243 萬 | 0.14% | −1,064−3.6% | 減碼 |
| Azzad Asset Management Inc | 28,519 | $1,236 萬 | 1.09% | −271−0.9% | 減碼 |
| Leavell Investment Management, Inc. | 28,449 | $1,234 萬 | 0.45% | 00.0% | 不變 |
| Krilogy Financial LLC | 28,235 | $1,224 萬 | 0.36% | +124+0.4% | 加碼 |
| Montag A & Associates Inc | 28,111 | $1,219 萬 | 0.51% | −2,291−7.5% | 減碼 |
| 180 Wealth Advisors, LLC | 28,088 | $1,217 萬 | 1.22% | −402−1.4% | 減碼 |
| Global Retirement Partners, LLC | 28,065 | $1,216 萬 | 0.19% | +28,065 | 新進 |
| Brighton Jones LLC | 27,771 | $1,204 萬 | 0.22% | +147+0.5% | 加碼 |
| KKM Financial LLC | 40,744 | $1,194 萬 | 1.64% | −34,304−45.7% | 減碼 |
| one8zero8, LLC | 27,540 | $1,193 萬 | 2.37% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 27,285 | $1,182 萬 | 6.20% | +77+0.3% | 加碼 |
| SNS Financial Group, LLC | 27,194 | $1,178 萬 | 0.23% | +23,815+704.8% | 加碼 |
| Summit Financial, LLC | 27,168 | $1,178 萬 | 0.13% | −8,788−24.4% | 減碼 |
| Green Alpha Advisors, LLC | 27,182 | $1,178 萬 | 7.90% | −1,204−4.2% | 減碼 |
| Kovack Advisors, Inc. | 27,779 | $1,173 萬 | 0.56% | −1,346−4.6% | 減碼 |
| Axxcess Wealth Management, LLC | 27,030 | $1,171 萬 | 0.19% | +173+0.6% | 加碼 |
| Sitrin Capital Management LLC | 27,012 | $1,171 萬 | 5.19% | −17,520−39.3% | 減碼 |
| Atomi Financial Group, Inc. | 26,945 | $1,168 萬 | 0.31% | +9,792+57.1% | 加碼 |
| Bryn Mawr Trust Co | 26,758 | $1,160 萬 | 0.26% | −185−0.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 26,690 | $1,157 萬 | 0.21% | +9,951+59.4% | 加碼 |
| Level Four Advisory Services, LLC | 26,525 | $1,149 萬 | 0.32% | +1,036+4.1% | 加碼 |
| Romano Brothers and Company | 26,510 | $1,149 萬 | 1.16% | −2,550−8.8% | 減碼 |
| Caisse des Depots Et Consignations | 26,354 | $1,142 萬 | 0.19% | −19,849−43.0% | 減碼 |
| E&G Advisors, LP | 26,284 | $1,139 萬 | 2.20% | −270−1.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,238 | $1,137 萬 | 0.68% | −229−0.9% | 減碼 |
| Cornerstone Wealth Group, LLC | 26,149 | $1,133 萬 | 0.67% | −4,133−13.6% | 減碼 |
| Primoris Wealth Advisors, LLC | 26,147 | $1,133 萬 | 5.17% | −6,925−20.9% | 減碼 |
| Heritage Trust Co | 26,063 | $1,129 萬 | 0.98% | +152+0.6% | 加碼 |
| IMC-Chicago, LLC | 25,922 | $1,123 萬 | 0.10% | −50,785−66.2% | 減碼 |