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
2023 年第 1 季 13F 持有人
Lennar Corp 在 2023/3/31 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
- 789
- 較 2022 年第 4 季 +37 家
- 持有股數
- 2.43 億
- 較 2022 年第 4 季 +207.2 萬 (+0.9%)
- 總市值
- $251.4 億
- 較 2022 年第 4 季 +$33.6 億 (+15.4%)
- 新進機構
- 106
- 另有 280 家加碼
- 清倉機構
- 69
- 另有 276 家減碼
另有 12 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 59,321 | $623.5 萬 | 0.12% | +43,850+283.4% | 加碼 |
| Horiko Capital Management LLC | 61,335 | $644.7 萬 | 3.97% | +61,335 | 新進 |
| Osborne Partners Capital Management, LLC | 61,441 | $645.8 萬 | 0.47% | −2,256−3.5% | 減碼 |
| Advisor Group Holdings, Inc. | 62,256 | $654.1 萬 | 0.01% | +15,087+32.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 62,861 | $660.7 萬 | 0.05% | +17,262+37.9% | 加碼 |
| ClariVest Asset Management LLC | 63,157 | $663.8 萬 | 0.30% | +63,138+332,305.3% | 加碼 |
| Meeder Asset Management Inc | 65,041 | $683.6 萬 | 0.55% | +20,288+45.3% | 加碼 |
| MetLife Investment Management | 65,369 | $687.1 萬 | 0.05% | −1,080−1.6% | 減碼 |
| Amalgamated Bank | 65,527 | $688.8 萬 | 0.06% | −16,466−20.1% | 減碼 |
| American International Group, Inc. | 68,794 | $723.1 萬 | 0.05% | −128−0.2% | 減碼 |
| Lyell Wealth Management, LP | 69,350 | $728.9 萬 | 1.02% | +4,777+7.4% | 加碼 |
| South Dakota Investment Council | 70,001 | $735.8 萬 | 0.16% | −99,238−58.6% | 減碼 |
| USS Investment Management Ltd | 70,284 | $738.6 萬 | 0.10% | −10,553−13.1% | 減碼 |
| Manning & Napier Group, LLC | 71,490 | $751.4 萬 | 0.09% | +286+0.4% | 加碼 |
| Arizona State Retirement System | 74,068 | $778.5 萬 | 0.07% | +1,892+2.6% | 加碼 |
| Asset Management Advisors, LLC | 75,969 | $798.5 萬 | 7.63% | −1,430−1.8% | 減碼 |
| Mariner, LLC | 76,893 | $807.9 萬 | 0.02% | −3,897−4.8% | 減碼 |
| State of Alaska, Department of Revenue | 76,891 | $808.1 萬 | 0.10% | −593−0.8% | 減碼 |
| Jane Street Group, LLC | 77,052 | $809.9 萬 | 0.01% | +70,447+1,066.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 77,229 | $811.7 萬 | 0.15% | −864−1.1% | 減碼 |
| First Manhattan Co | 79,200 | $832.5 萬 | 0.03% | −57,778−42.2% | 減碼 |
| Miller Investment Management, LP | 80,156 | $842.5 萬 | 1.39% | −1,531−1.9% | 減碼 |
| Carmel Capital Partners, LLC | 82,496 | $867.1 萬 | 5.13% | +7,995+10.7% | 加碼 |
| Royal London Asset Management Ltd | 83,166 | $874.2 萬 | 0.04% | −562−0.7% | 減碼 |
| Standard Life Aberdeen plc | 83,509 | $877.8 萬 | 0.02% | +5,302+6.8% | 加碼 |
| Lazard Asset Management LLC | 85,735 | $901.1 萬 | 0.01% | +76,101+789.9% | 加碼 |
| American Assets Investment Management, LLC | 86,370 | $907.8 萬 | 1.05% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 87,842 | $923.3 萬 | 0.02% | +19,897+29.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 88,867 | $934.1 萬 | 0.22% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 88,917 | $934.6 萬 | 0.02% | +44,800+101.5% | 加碼 |
| Walleye Trading LLC | 89,457 | $940.3 萬 | 0.33% | +31,908+55.4% | 加碼 |
| Tower Bridge Advisors | 90,313 | $949.3 萬 | 0.78% | −1,118−1.2% | 減碼 |
| Twin Tree Management, LP | 90,542 | $951.7 萬 | 0.27% | +90,542 | 新進 |
| LPL Financial LLC | 92,737 | $974.8 萬 | 0.01% | +3,370+3.8% | 加碼 |
| Voya Investment Management LLC | 93,191 | $979.5 萬 | 0.01% | +1,155+1.3% | 加碼 |
| Atria Investments LLC | 93,863 | $985.6 萬 | 0.19% | −5,028−5.1% | 減碼 |
| M&T Bank Corp | 94,395 | $992.2 萬 | 0.04% | −5,003−5.0% | 減碼 |
| Janney Montgomery Scott LLC | 96,683 | $1,016 萬 | 0.04% | −5,672−5.5% | 減碼 |
| Montgomery Investment Management Inc | 96,822 | $1,018 萬 | 3.60% | 00.0% | 不變 |
| Achmea Investment Management B.V. | 97,823 | $1,028 萬 | 0.30% | +10,592+12.1% | 加碼 |
| State of Tennessee, Treasury Department | 97,861 | $1,029 萬 | 0.05% | +30,011+44.2% | 加碼 |
| Andra AP-fonden | 98,800 | $1,038 萬 | 0.27% | +37,000+59.9% | 加碼 |
| State of Michigan Retirement System | 99,015 | $1,041 萬 | 0.07% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 101,597 | $1,068 萬 | 0.06% | +37,658+58.9% | 加碼 |
| Great Lakes Advisors, LLC | 104,636 | $1,100 萬 | 0.10% | −33,903−24.5% | 減碼 |
| Asset Management One Co.,Ltd. | 106,705 | $1,122 萬 | 0.05% | +2,300+2.2% | 加碼 |
| JGP Wealth Management, LLC | 107,067 | $1,125 萬 | 1.97% | +769+0.7% | 加碼 |
| Janus Henderson Group PLC | 107,177 | $1,126 萬 | 0.01% | +80,437+300.8% | 加碼 |
| Alberta Investment Management Corp | 109,680 | $1,153 萬 | 0.11% | −5,003−4.4% | 減碼 |
| STRS Ohio | 110,321 | $1,160 萬 | 0.05% | +2,558+2.4% | 加碼 |
| TD Asset Management Inc | 114,669 | $1,205 萬 | 0.01% | +3,456+3.1% | 加碼 |
| Storebrand Asset Management AS | 116,925 | $1,229 萬 | 0.06% | +1,826+1.6% | 加碼 |
| Fisher Asset Management, LLC | 120,180 | $1,263 萬 | 0.01% | +14,328+13.5% | 加碼 |
| Treasurer of the State of North Carolina | 122,065 | $1,283 萬 | 0.07% | +200.0% | 加碼 |
| Nisa Investment Advisors, LLC | 123,479 | $1,298 萬 | 0.10% | +10,916+9.7% | 加碼 |
| AXA S.A. | 125,268 | $1,317 萬 | 0.05% | +121,965+3,692.6% | 加碼 |
| Bridgewater Associates, LP | 128,213 | $1,348 萬 | 0.08% | +116,587+1,002.8% | 加碼 |
| Toronto Dominion Bank | 128,900 | $1,354 萬 | 0.02% | +1,514+1.2% | 加碼 |
| Pacific Heights Asset Management LLC | 130,000 | $1,366 萬 | 1.28% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 133,814 | $1,407 萬 | 0.22% | +26,805+25.0% | 加碼 |
| Factory Mutual Insurance Co | 139,500 | $1,466 萬 | 0.23% | 00.0% | 不變 |
| Bank of Montreal | 142,646 | $1,501 萬 | 0.01% | +2,658+1.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 145,009 | $1,524 萬 | 0.05% | +10,155+7.5% | 加碼 |
| Mark Asset Management LP | 145,186 | $1,526 萬 | 2.90% | −4,739−3.2% | 減碼 |
| Retirement Systems of Alabama | 146,639 | $1,541 萬 | 0.07% | −6,677−4.4% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 147,341 | $1,549 萬 | 0.06% | +678+0.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 147,943 | $1,555 萬 | 0.10% | +147,943 | 新進 |
| Illinois Municipal Retirement Fund | 148,760 | $1,564 萬 | 0.33% | +23,909+19.2% | 加碼 |
| Squarepoint Ops LLC | 151,554 | $1,593 萬 | 0.11% | −89,632−37.2% | 減碼 |
| American Century Companies Inc | 153,584 | $1,611 萬 | 0.01% | +7,613+5.2% | 加碼 |
| Mercer Global Advisors Inc | 153,412 | $1,613 萬 | 0.07% | −9,440−5.8% | 減碼 |
| Swedbank AB | 155,029 | $1,630 萬 | 0.03% | −139,466−47.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 155,509 | $1,635 萬 | 0.04% | −187,726−54.7% | 減碼 |
| Natixis Advisors, L.P. | 155,622 | $1,636 萬 | 0.06% | +905+0.6% | 加碼 |
| Assenagon Asset Management S.A. | 162,693 | $1,710 萬 | 0.07% | +160,006+5,954.8% | 加碼 |
| Point72 Asset Management, L.P. | 166,200 | $1,747 萬 | 0.06% | +166,200 | 新進 |
| Berkley W R Corp | 167,640 | $1,762 萬 | 1.12% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 168,593 | $1,772 萬 | 0.07% | +21,352+14.5% | 加碼 |
| Rafferty Asset Management, LLC | 171,481 | $1,802 萬 | 0.12% | +4,741+2.8% | 加碼 |
| Ensign Peak Advisors, Inc | 181,176 | $1,904 萬 | 0.04% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 184,171 | $1,936 萬 | 0.24% | −9,956−5.1% | 減碼 |
| Shufro Rose & Co LLC | 184,258 | $1,937 萬 | 1.80% | −3,093−1.7% | 減碼 |
| Capital Investment Advisors, LLC | 190,637 | $2,004 萬 | 0.59% | −716−0.4% | 減碼 |
| Korea Investment CORP | 194,691 | $2,046 萬 | 0.06% | +26,203+15.6% | 加碼 |
| Great West Life Assurance Co | 196,921 | $2,073 萬 | 0.05% | +660+0.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 199,351 | $2,095 萬 | 0.05% | +10,972+5.8% | 加碼 |
| Millennium Management LLC | 203,141 | $2,135 萬 | 0.02% | −1,140,243−84.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 207,445 | $2,180 萬 | 0.18% | −22,971−10.0% | 減碼 |
| Susquehanna International Group, LLP | 211,870 | $2,227 萬 | 0.03% | +95,551+82.1% | 加碼 |
| Citadel Advisors LLC | 214,343 | $2,253 萬 | 0.02% | −577,943−72.9% | 減碼 |
| Man Group plc | – | $2,295 萬 | 0.08% | – | – |
| Edgemoor Investment Advisors, Inc. | 219,983 | $2,312 萬 | 2.81% | −2,732−1.2% | 減碼 |
| Nomura Holdings Inc | 229,341 | $2,411 萬 | 0.24% | +197,951+630.6% | 加碼 |
| Abn Amro Investment Solutions | 231,894 | $2,437 萬 | 0.50% | +231,894 | 新進 |
| Cannell Peter B & Co Inc | 232,306 | $2,442 萬 | 0.87% | −59,420−20.4% | 減碼 |
| Stifel Financial Corp | 241,169 | $2,535 萬 | 0.04% | −119,947−33.2% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 242,991 | $2,554 萬 | 0.32% | +6,278+2.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 244,979 | $2,575 萬 | 0.04% | +6,660+2.8% | 加碼 |
| Raymond James & Associates | 246,694 | $2,593 萬 | 0.02% | +16,778+7.3% | 加碼 |
| Acadian Asset Management LLC | 256,298 | $2,693 萬 | 0.12% | +256,298 | 新進 |