Lennar Corp
LEN- 交易所
- NYSE
- 產業
- General Bldg Contractors - Residential Bldgs
- SEC CIK
- 0000920760
近 90 天，Lennar Corp 內部人申報 3 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 939 家機構在 13F 申報持有，市值合計 $192.6 億；波克夏和Greenhaven兩位大師持有。
其他股別LEN.B
2021 年第 4 季 13F 持有人
Lennar Corp 在 2021/12/31 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
- 821
- 較 2021 年第 3 季 +83 家
- 持有股數
- 2.42 億
- 較 2021 年第 3 季 −956.5 萬 (−3.8%)
- 總市值
- $281.3 億
- 較 2021 年第 3 季 +$45.1 億 (+19.1%)
- 新進機構
- 143
- 另有 297 家加碼
- 清倉機構
- 60
- 另有 266 家減碼
另有 11 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 LEN 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 | 939 | $192.6 億 |
| 2026 年第 1 季 | 939 | $177.7 億 |
| 2025 年第 4 季 | 968 | $210.5 億 |
| 2025 年第 3 季 | 983 | $270.2 億 |
| 2025 年第 2 季 | 939 | $249.0 億 |
| 2025 年第 1 季 | 968 | $254.9 億 |
| 2024 年第 4 季 | 1,020 | $301.1 億 |
| 2024 年第 3 季 | 1,054 | $410.4 億 |
| 2024 年第 2 季 | 980 | $336.1 億 |
| 2024 年第 1 季 | 1,020 | $384.1 億 |
| 2023 年第 4 季 | 949 | $339.3 億 |
| 2023 年第 3 季 | 875 | $257.5 億 |
| 2023 年第 2 季 | 864 | $291.2 億 |
| 2023 年第 1 季 | 789 | $251.4 億 |
| 2022 年第 4 季 | 764 | $217.9 億 |
| 2022 年第 3 季 | 703 | $181.7 億 |
| 2022 年第 2 季 | 727 | $168.4 億 |
| 2022 年第 1 季 | 765 | $192.3 億 |
| 2021 年第 4 季 | 821 | $281.3 億 |
| 2021 年第 3 季 | 749 | $236.4 億 |
| 2021 年第 2 季 | 759 | $255.2 億 |
| 2021 年第 1 季 | 732 | $262.2 億 |
2021 年第 4 季持有機構
每家機構持有 Lennar Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 184,510 | $2,143 萬 | 0.54% | +184,510 | 新進 |
| Point72 Asset Management, L.P. | 189,817 | $2,205 萬 | 0.10% | +189,817 | 新進 |
| Capital Growth Management LP | 190,000 | $2,207 萬 | 2.03% | +190,000 | 新進 |
| Voya Investment Management LLC | 192,403 | $2,235 萬 | 0.04% | −13,096−6.4% | 減碼 |
| Ensign Peak Advisors, Inc | 192,991 | $2,242 萬 | 0.04% | −264,785−57.8% | 減碼 |
| Shufro Rose & Co LLC | 195,771 | $2,274 萬 | 1.64% | −18,645−8.7% | 減碼 |
| Southpoint Capital Advisors LP | 200,000 | $2,323 萬 | 0.45% | 00.0% | 不變 |
| Nomura Holdings Inc | 199,972 | $2,324 萬 | 0.13% | +185,668+1,298.0% | 加碼 |
| Wexford Capital LP | 206,519 | $2,399 萬 | 2.44% | +206,519 | 新進 |
| BNP Paribas Arbitrage, SA | 213,755 | $2,483 萬 | 0.06% | −375,221−63.7% | 減碼 |
| Janus Henderson Group PLC | 217,729 | $2,529 萬 | 0.01% | +120,776+124.6% | 加碼 |
| Factory Mutual Insurance Co | 273,000 | $2,613 萬 | 0.38% | −44,919−14.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 233,473 | $2,712 萬 | 0.30% | +26,587+12.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 240,134 | $2,789 萬 | 2.86% | +276+0.1% | 加碼 |
| Great West Life Assurance Co | 245,170 | $2,842 萬 | 0.06% | −9,807−3.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 245,493 | $2,852 萬 | 0.03% | +245,493 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 251,309 | $2,913 萬 | 0.39% | +43,211+20.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 251,764 | $2,925 萬 | 0.06% | +251,764 | 新進 |
| Westwood Holdings Group Inc. | 257,768 | $2,994 萬 | 0.27% | −42,652−14.2% | 減碼 |
| Waratah Capital Advisors Ltd. | 260,154 | $3,022 萬 | 1.40% | +51,754+24.8% | 加碼 |
| Oakmont Corp | 262,173 | $3,045 萬 | 2.47% | 00.0% | 不變 |
| Raymond James & Associates | 266,850 | $3,100 萬 | 0.03% | +41,137+18.2% | 加碼 |
| Salem Investment Counselors Inc | 269,171 | $3,127 萬 | 1.09% | +3,584+1.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 277,861 | $3,228 萬 | 0.23% | −7,024−2.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 280,800 | $3,262 萬 | 0.16% | −36,900−11.6% | 減碼 |
| HSBC Holdings PLC | 281,829 | $3,263 萬 | 0.03% | −145,422−34.0% | 減碼 |
| Rafferty Asset Management, LLC | 284,445 | $3,304 萬 | 0.17% | −9,903−3.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 284,660 | $3,307 萬 | 0.07% | +116,392+69.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 289,717 | $3,365 萬 | 0.06% | −4,400−1.5% | 減碼 |
| Bridgewater Associates, LP | 298,910 | $3,472 萬 | 0.20% | −181,024−37.7% | 減碼 |
| Citigroup Inc | 304,861 | $3,541 萬 | 0.03% | −71,675−19.0% | 減碼 |
| Clough Capital Partners L P | 309,949 | $3,600 萬 | 2.42% | −66,700−17.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 315,797 | $3,668 萬 | 0.08% | −6,266−1.9% | 減碼 |
| Marshall Wace, LLP | 324,974 | $3,775 萬 | 0.08% | +239,494+280.2% | 加碼 |
| Railway Pension Investments Ltd | 340,000 | $3,949 萬 | 0.30% | −12,200−3.5% | 減碼 |
| New York State Teachers Retirement System | 351,190 | $4,079 萬 | 0.08% | −1,570−0.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 354,252 | $4,115 萬 | 0.07% | −4,454−1.2% | 減碼 |
| Wedge Capital Management L L P | 367,454 | $4,268 萬 | 0.53% | +84,039+29.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 386,316 | $4,488 萬 | 0.09% | −6,749−1.7% | 減碼 |
| Basswood Capital Management, L.L.C. | 396,991 | $4,611 萬 | 2.12% | −26,353−6.2% | 減碼 |
| Dendur Capital LP | 405,500 | $4,710 萬 | 6.93% | +225,500+125.3% | 加碼 |
| Alliancebernstein L.P. | 407,128 | $4,729 萬 | 0.02% | −3,946−1.0% | 減碼 |
| Victory Capital Management Inc | 413,226 | $4,800 萬 | 0.04% | +145,746+54.5% | 加碼 |
| Credit Suisse AG | 426,928 | $4,959 萬 | 0.04% | +31,994+8.1% | 加碼 |
| Prudential Financial Inc | 477,426 | $5,012 萬 | 0.06% | +102,126+27.2% | 加碼 |
| New York State Common Retirement Fund | 434,295 | $5,045 萬 | 0.05% | −34,790−7.4% | 減碼 |
| UBS Group AG | 444,178 | $5,160 萬 | 0.02% | −22,472−4.8% | 減碼 |
| National Pension Service | 444,700 | $5,166 萬 | 0.09% | +639+0.1% | 加碼 |
| First Trust Advisors LP | 455,535 | $5,292 萬 | 0.05% | +12,134+2.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 459,480 | $5,337 萬 | 0.07% | +422,012+1,126.3% | 加碼 |
| California State Teachers Retirement System | 459,930 | $5,343 萬 | 0.06% | +4,075+0.9% | 加碼 |
| Rhumbline Advisers | 464,551 | $5,396 萬 | 0.07% | +687+0.1% | 加碼 |
| Los Angeles Capital Management LLC | 474,542 | $5,512 萬 | 0.21% | +221,184+87.3% | 加碼 |
| Price T Rowe Associates Inc | 475,913 | $5,528 萬 | 0.00% | −16,088−3.3% | 減碼 |
| Man Group plc | 479,100 | $5,565 萬 | 0.18% | +263,408+122.1% | 加碼 |
| Swedbank AB | 485,554 | $5,596 萬 | 0.09% | 00.0% | 不變 |
| Deutsche Bank AG | 482,642 | $5,606 萬 | 0.03% | +11,104+2.4% | 加碼 |
| Russell Investments Group, Ltd. | 500,163 | $5,808 萬 | 0.09% | −624,677−55.5% | 減碼 |
| Amundi | 535,872 | $5,816 萬 | 0.04% | −298,866−35.8% | 減碼 |
| Bamco Inc | 501,525 | $5,826 萬 | 0.12% | +37,525+8.1% | 加碼 |
| Envestnet Asset Management Inc | 510,318 | $5,928 萬 | 0.03% | +14,213+2.9% | 加碼 |
| Cypress Funds LLC | 529,500 | $6,151 萬 | 5.16% | 00.0% | 不變 |
| Jennison Associates LLC | 532,386 | $6,184 萬 | 0.04% | +18,265+3.6% | 加碼 |
| Truist Financial Corp | 540,626 | $6,280 萬 | 0.10% | −28,982−5.1% | 減碼 |
| Millennium Management LLC | 550,506 | $6,395 萬 | 0.07% | +402,289+271.4% | 加碼 |
| Eagle Asset Management Inc | 573,718 | $6,612 萬 | 0.29% | +3,815+0.7% | 加碼 |
| Zurich Insurance Group Ltd | 580,821 | $6,747 萬 | 0.76% | −27,593−4.5% | 減碼 |
| California Public Employees Retirement System | 584,416 | $6,789 萬 | 0.05% | −43,714−7.0% | 減碼 |
| RWC Asset Management LLP | 608,125 | $7,064 萬 | 1.96% | −65,724−9.8% | 減碼 |
| SEI Investments Co | 632,651 | $7,357 萬 | 0.14% | +81,032+14.7% | 加碼 |
| Sound Shore Management Inc | 645,629 | $7,500 萬 | 2.08% | −290,796−31.1% | 減碼 |
| Citadel Advisors LLC | 665,981 | $7,736 萬 | 0.08% | −329,551−33.1% | 減碼 |
| Glenmede Trust Co NA | 678,627 | $7,883 萬 | 0.37% | −2,405−0.4% | 減碼 |
| Pictet Asset Management SA | 769,814 | $8,942 萬 | 0.09% | +74,753+10.8% | 加碼 |
| AQR Capital Management LLC | 778,071 | $8,946 萬 | 0.16% | −329,134−29.7% | 減碼 |
| Fisher Asset Management, LLC | 770,502 | $8,950 萬 | 0.05% | +19,839+2.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 790,533 | $9,183 萬 | 0.06% | −17,378−2.2% | 減碼 |
| Phoenix Holdings Ltd. | 792,577 | $9,207 萬 | 1.56% | +184,904+30.4% | 加碼 |
| Nuveen Asset Management, LLC | 806,014 | $9,363 萬 | 0.03% | −145,539−15.3% | 減碼 |
| Wells Fargo & Company | 884,549 | $1.03 億 | 0.03% | +10,351+1.2% | 加碼 |
| Balyasny Asset Management LLC | 893,229 | $1.04 億 | 0.44% | +870,672+3,859.9% | 加碼 |
| TCW Group Inc | 981,501 | $1.14 億 | 0.94% | +13,114+1.4% | 加碼 |
| Swiss National Bank | 1,044,095 | $1.21 億 | 0.07% | −46,300−4.2% | 減碼 |
| Barclays PLC | 1,061,907 | $1.23 億 | 0.08% | −383,732−26.5% | 減碼 |
| Eminence Capital, LP | 1,077,037 | $1.25 億 | 1.63% | +57,616+5.7% | 加碼 |
| Goldman Sachs Group Inc | 1,146,721 | $1.33 億 | 0.03% | −3,049−0.3% | 減碼 |
| UBS Asset Management Americas Inc | 1,248,872 | $1.45 億 | 0.06% | −31,287−2.4% | 減碼 |
| Boston Partners | 1,263,209 | $1.47 億 | 0.18% | −467,938−27.0% | 減碼 |
| Nordea Investment Management AB | 1,279,625 | $1.47 億 | 0.18% | +40,121+3.2% | 加碼 |
| Parametric Portfolio Associates LLC | 1,268,949 | $1.47 億 | 0.08% | +6,109+0.5% | 加碼 |
| LSV Asset Management | 1,274,509 | $1.48 億 | 0.26% | −41,900−3.2% | 減碼 |
| Royal Bank of Canada | 1,285,472 | $1.49 億 | 0.04% | −286,484−18.2% | 減碼 |
| Ameriprise Financial Inc | 1,408,139 | $1.57 億 | 0.04% | +448,829+46.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,381,250 | $1.60 億 | 0.05% | −75,495−5.2% | 減碼 |
| Invesco Ltd. | 1,551,453 | $1.80 億 | 0.04% | −221,363−12.5% | 減碼 |
| Morgan Stanley | 1,705,500 | $1.98 億 | 0.02% | +398,328+30.5% | 加碼 |
| Franklin Resources Inc | 1,910,304 | $2.22 億 | 0.08% | +148,348+8.4% | 加碼 |
| Smead Capital Management, Inc. | 1,978,201 | $2.30 億 | 5.98% | +309,083+18.5% | 加碼 |
| Legal & General Group Plc | 2,037,926 | $2.37 億 | 0.07% | −144,340−6.6% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,098,568 | $2.44 億 | 0.77% | −343,320−14.1% | 減碼 |