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 | 1,021 | $301.1 億 |
| 2024 年第 3 季 | 1,055 | $410.4 億 |
| 2024 年第 2 季 | 981 | $336.1 億 |
| 2024 年第 1 季 | 1,021 | $384.1 億 |
| 2023 年第 4 季 | 950 | $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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 260,154 | $3,022 萬 | 1.40% | +51,754+24.8% | 加碼 |
| Westwood Holdings Group Inc. | 257,768 | $2,994 萬 | 0.27% | −42,652−14.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 251,764 | $2,925 萬 | 0.06% | +251,764 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 251,309 | $2,913 萬 | 0.39% | +43,211+20.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 245,493 | $2,852 萬 | 0.03% | +245,493 | 新進 |
| Great West Life Assurance Co | 245,170 | $2,842 萬 | 0.06% | −9,807−3.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 240,134 | $2,789 萬 | 2.86% | +276+0.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 233,473 | $2,712 萬 | 0.30% | +26,587+12.9% | 加碼 |
| Factory Mutual Insurance Co | 273,000 | $2,613 萬 | 0.38% | −44,919−14.1% | 減碼 |
| Janus Henderson Group PLC | 217,729 | $2,529 萬 | 0.01% | +120,776+124.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 213,755 | $2,483 萬 | 0.06% | −375,221−63.7% | 減碼 |
| Wexford Capital LP | 206,519 | $2,399 萬 | 2.44% | +206,519 | 新進 |
| Nomura Holdings Inc | 199,972 | $2,324 萬 | 0.13% | +185,668+1,298.0% | 加碼 |
| Southpoint Capital Advisors LP | 200,000 | $2,323 萬 | 0.45% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 195,771 | $2,274 萬 | 1.64% | −18,645−8.7% | 減碼 |
| Ensign Peak Advisors, Inc | 192,991 | $2,242 萬 | 0.04% | −264,785−57.8% | 減碼 |
| Voya Investment Management LLC | 192,403 | $2,235 萬 | 0.04% | −13,096−6.4% | 減碼 |
| Capital Growth Management LP | 190,000 | $2,207 萬 | 2.03% | +190,000 | 新進 |
| Point72 Asset Management, L.P. | 189,817 | $2,205 萬 | 0.10% | +189,817 | 新進 |
| Moore Capital Management, LP | 184,510 | $2,143 萬 | 0.54% | +184,510 | 新進 |
| Qube Research & Technologies Ltd | 182,456 | $2,119 萬 | 0.16% | +121,615+199.9% | 加碼 |
| Cannell Peter B & Co Inc | 181,978 | $2,114 萬 | 0.60% | −6,226−3.3% | 減碼 |
| Pacer Advisors, Inc. | 181,837 | $2,112 萬 | 0.22% | +10,576+6.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 180,812 | $2,100 萬 | 0.26% | +180,812 | 新進 |
| Shellback Capital, LP | 180,000 | $2,091 萬 | 1.21% | −40,000−18.2% | 減碼 |
| Summit Partners Public Asset Management, LLC | 175,144 | $2,035 萬 | 0.98% | +175,144 | 新進 |
| Susquehanna Fundamental Investments, LLC | 173,555 | $2,016 萬 | 0.53% | +144,255+492.3% | 加碼 |
| Bank of Montreal | 172,831 | $1,993 萬 | 0.01% | −416,154−70.7% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 163,039 | $1,894 萬 | 0.06% | −5,626−3.3% | 減碼 |
| Toronto Dominion Bank | 162,883 | $1,892 萬 | 0.03% | +34,142+26.5% | 加碼 |
| First Manhattan Co | 158,393 | $1,840 萬 | 0.06% | −3,450−2.1% | 減碼 |
| ClariVest Asset Management LLC | 157,566 | $1,830 萬 | 0.56% | −4,156−2.6% | 減碼 |
| Beach Investment Counsel Inc | 155,055 | $1,801 萬 | 2.38% | +956+0.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 154,553 | $1,795 萬 | 0.05% | −7,587−4.7% | 減碼 |
| Susquehanna International Group, LLP | 148,956 | $1,730 萬 | 0.03% | −208,894−58.4% | 減碼 |
| Schroder Investment Management Group | 147,639 | $1,715 萬 | 0.02% | +456+0.3% | 加碼 |
| Public Employees Retirement System of Ohio | 147,090 | $1,709 萬 | 0.06% | −7,110−4.6% | 減碼 |
| Alberta Investment Management Corp | 146,984 | $1,707 萬 | 0.10% | +146,984 | 新進 |
| Panagora Asset Management Inc | 145,459 | $1,690 萬 | 0.09% | −6,019−4.0% | 減碼 |
| First Republic Investment Management, Inc. | 142,642 | $1,657 萬 | 0.04% | +33,451+30.6% | 加碼 |
| Korea Investment CORP | 141,250 | $1,641 萬 | 0.04% | +36,300+34.6% | 加碼 |
| South Dakota Investment Council | 141,058 | $1,639 萬 | 0.27% | −18,980−11.9% | 減碼 |
| State of Wisconsin Investment Board | 140,578 | $1,633 萬 | 0.03% | −9,412−6.3% | 減碼 |
| TD Asset Management Inc | 133,142 | $1,547 萬 | 0.01% | −5,486−4.0% | 減碼 |
| Premier Asset Management LLC | 132,515 | $1,539 萬 | 2.67% | −44,065−25.0% | 減碼 |
| Renaissance Technologies LLC | 128,633 | $1,494 萬 | 0.02% | +128,633 | 新進 |
| Capitolis Advisors LLC | 126,231 | $1,466 萬 | 0.09% | −30,680−19.6% | 減碼 |
| Pinebridge Investments, L.P. | 124,802 | $1,450 萬 | 0.15% | +6,443+5.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 128,369 | $1,435 萬 | 0.06% | +14,586+12.8% | 加碼 |
| Asset Management One Co.,Ltd. | 122,976 | $1,428 萬 | 0.05% | −2,636−2.1% | 減碼 |
| Eaton Vance Management | 122,839 | $1,427 萬 | 0.02% | +41,896+51.8% | 加碼 |
| State of Alaska, Department of Revenue | 121,354 | $1,410 萬 | 0.14% | −5,070−4.0% | 減碼 |
| Jane Street Group, LLC | 121,181 | $1,408 萬 | 0.03% | −132,869−52.3% | 減碼 |
| Carmel Capital Partners, LLC | 121,010 | $1,406 萬 | 10.49% | +121,010 | 新進 |
| PEAK6 Investments LLC | 118,054 | $1,371 萬 | 0.38% | +81,310+221.3% | 加碼 |
| Standard Life Aberdeen plc | 116,593 | $1,354 萬 | 0.03% | −11,714−9.1% | 減碼 |
| Voloridge Investment Management, LLC | 113,288 | $1,316 萬 | 0.07% | +71,338+170.1% | 加碼 |
| Tower Bridge Advisors | 108,154 | $1,256 萬 | 0.77% | +1,080+1.0% | 加碼 |
| Storebrand Asset Management AS | 107,361 | $1,247 萬 | 0.06% | +5,559+5.5% | 加碼 |
| Pacific Heights Asset Management LLC | 105,000 | $1,220 萬 | 1.03% | 00.0% | 不變 |
| Aviva PLC | 104,239 | $1,211 萬 | 0.05% | +5,039+5.1% | 加碼 |
| Stifel Financial Corp | 104,124 | $1,210 萬 | 0.02% | +12,706+13.9% | 加碼 |
| Osborne Partners Capital Management, LLC | 103,446 | $1,202 萬 | 0.88% | +2,767+2.7% | 加碼 |
| TD Waterhouse Canada Inc. | 100,869 | $1,199 萬 | 0.12% | +100,869 | 新進 |
| State of Michigan Retirement System | 102,988 | $1,196 萬 | 0.06% | +22,976+28.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 101,510 | $1,179 萬 | 0.35% | −789−0.8% | 減碼 |
| Treasurer of the State of North Carolina | 100,726 | $1,170 萬 | 0.06% | −1,050−1.0% | 減碼 |
| GAM Holding AG | 98,579 | $1,145 萬 | 0.51% | −10.0% | 減碼 |
| Montgomery Investment Management Inc | 98,281 | $1,142 萬 | 3.84% | −1,984−2.0% | 減碼 |
| LPL Financial LLC | 98,262 | $1,141 萬 | 0.01% | +4,939+5.3% | 加碼 |
| NN Investment Partners Holdings N.V. | 96,138 | $1,117 萬 | 0.06% | −2,352−2.4% | 減碼 |
| Nomura Asset Management Co Ltd | 95,682 | $1,111 萬 | 0.06% | +38,816+68.3% | 加碼 |
| Prana Capital Management, LP | 94,313 | $1,096 萬 | 0.87% | +94,313 | 新進 |
| M&T Bank Corp | 93,196 | $1,083 萬 | 0.05% | +5,998+6.9% | 加碼 |
| Royal London Asset Management Ltd | 90,712 | $1,054 萬 | 0.04% | −4,598−4.8% | 減碼 |
| Retirement Systems of Alabama | 90,077 | $1,046 萬 | 0.04% | −4,256−4.5% | 減碼 |
| Myriad Asset Management Ltd. | 88,624 | $1,030 萬 | 1.12% | +34,400+63.4% | 加碼 |
| Natixis Advisors, L.P. | 88,562 | $1,029 萬 | 0.04% | +7,472+9.2% | 加碼 |
| Asset Management Advisors, LLC | 88,439 | $1,027 萬 | 6.96% | −230−0.3% | 減碼 |
| American Assets Investment Management, LLC | 86,370 | $1,003 萬 | 1.08% | +10,000+13.1% | 加碼 |
| American International Group, Inc. | 85,643 | $994.8 萬 | 0.05% | +3,647+4.4% | 加碼 |
| Acadian Asset Management LLC | 83,350 | $967.8 萬 | 0.04% | +77,654+1,363.3% | 加碼 |
| Mirabella Financial Services LLP | 82,800 | $961.8 萬 | 0.98% | +82,800 | 新進 |
| EULAV Asset Management | 80,045 | $929.8 萬 | 0.23% | −19,993−20.0% | 減碼 |
| Squarepoint Ops LLC | 79,812 | $927.1 萬 | 0.05% | +15,617+24.3% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 79,301 | $921.2 萬 | 0.08% | +250.0% | 加碼 |
| Guggenheim Capital LLC | 78,750 | $914.8 萬 | 0.05% | +10,329+15.1% | 加碼 |
| Westpac Banking Corp | 78,706 | $914.2 萬 | 0.09% | −13,096−14.3% | 減碼 |
| Tredje AP-fonden | 78,409 | $910.8 萬 | 0.18% | −21,591−21.6% | 減碼 |
| Group One Trading, L.P. | 77,009 | $894.5 萬 | 0.17% | +64,621+521.6% | 加碼 |
| Cerity Partners LLC | 76,310 | $886.5 萬 | 0.13% | +8,510+12.6% | 加碼 |
| Arizona State Retirement System | 74,790 | $868.8 萬 | 0.07% | −2,599−3.4% | 減碼 |
| Nisa Investment Advisors, LLC | 90,123 | $866.2 萬 | 0.06% | +14,209+18.7% | 加碼 |
| State of Tennessee, Treasury Department | 74,283 | $862.8 萬 | 0.03% | +27,690+59.4% | 加碼 |
| USS Investment Management Ltd | 73,822 | $857.5 萬 | 0.07% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 73,501 | $853.8 萬 | 0.12% | +2,029+2.8% | 加碼 |
| Amalgamated Bank | 72,706 | $844.6 萬 | 0.06% | −8,973−11.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,593 | $831.6 萬 | 0.04% | +24,681+52.6% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 70,450 | $818.3 萬 | 0.12% | 00.0% | 不變 |
| Andra AP-fonden | 70,200 | $815.4 萬 | 0.17% | −28,200−28.7% | 減碼 |