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 2 季 13F 持有人
Lennar Corp 在 2023/6/30 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
- 864
- 較 2023 年第 1 季 +79 家
- 持有股數
- 2.33 億
- 較 2023 年第 1 季 −999.6 萬 (−4.1%)
- 總市值
- $291.2 億
- 較 2023 年第 1 季 +$39.9 億 (+15.9%)
- 新進機構
- 135
- 另有 312 家加碼
- 清倉機構
- 56
- 另有 279 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 95,956 | $1,202 萬 | 0.08% | +33,095+52.6% | 加碼 |
| Montgomery Investment Management Inc | 96,607 | $1,211 萬 | 4.07% | −215−0.2% | 減碼 |
| State of Tennessee, Treasury Department | 97,861 | $1,226 萬 | 0.05% | 00.0% | 不變 |
| Walleye Capital LLC | 98,064 | $1,229 萬 | 0.22% | +98,064 | 新進 |
| Voya Investment Management LLC | 99,078 | $1,242 萬 | 0.01% | +5,887+6.3% | 加碼 |
| Schroder Investment Management Group | 100,394 | $1,258 萬 | 0.02% | +58,101+137.4% | 加碼 |
| Nomura Asset Management Co Ltd | 101,671 | $1,274 萬 | 0.06% | +74+0.1% | 加碼 |
| Asset Management One Co.,Ltd. | 104,035 | $1,304 萬 | 0.06% | −2,670−2.5% | 減碼 |
| Stifel Financial Corp | 107,003 | $1,341 萬 | 0.02% | −134,166−55.6% | 減碼 |
| JGP Wealth Management, LLC | 107,480 | $1,347 萬 | 2.20% | +413+0.4% | 加碼 |
| STRS Ohio | 108,021 | $1,354 萬 | 0.06% | −2,300−2.1% | 減碼 |
| Scopus Asset Management, L.P. | 110,000 | $1,378 萬 | 0.48% | +110,000 | 新進 |
| TD Asset Management Inc | 110,375 | $1,383 萬 | 0.02% | −4,294−3.7% | 減碼 |
| National Bank of Canada | 111,499 | $1,397 萬 | 0.03% | +88,457+383.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,072 | $1,442 萬 | 0.04% | +97,922+571.0% | 加碼 |
| Ceredex Value Advisors LLC | 118,150 | $1,481 萬 | 0.24% | −171,200−59.2% | 減碼 |
| Jane Street Group, LLC | 118,438 | $1,484 萬 | 0.02% | +41,386+53.7% | 加碼 |
| Bank of Nova Scotia | 120,496 | $1,510 萬 | 0.04% | +103,024+589.7% | 加碼 |
| Illinois Municipal Retirement Fund | 120,908 | $1,515 萬 | 0.30% | −27,852−18.7% | 減碼 |
| Cantor Fitzgerald, L. P. | 121,000 | $1,516 萬 | 0.35% | +121,000 | 新進 |
| Treasurer of the State of North Carolina | 121,151 | $1,518 萬 | 0.08% | −914−0.7% | 減碼 |
| Nisa Investment Advisors, LLC | 121,288 | $1,520 萬 | 0.11% | −2,191−1.8% | 減碼 |
| Fisher Asset Management, LLC | 122,175 | $1,531 萬 | 0.01% | +1,995+1.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 123,302 | $1,545 萬 | 0.17% | +105,142+579.0% | 加碼 |
| Achmea Investment Management B.V. | 124,600 | $1,561 萬 | 0.33% | +26,777+27.4% | 加碼 |
| AXA S.A. | 128,784 | $1,614 萬 | 0.05% | +3,516+2.8% | 加碼 |
| Retirement Systems of Alabama | 129,379 | $1,621 萬 | 0.07% | −17,260−11.8% | 減碼 |
| Pacific Heights Asset Management LLC | 130,000 | $1,629 萬 | 1.48% | 00.0% | 不變 |
| Truist Financial Corp | 131,386 | $1,646 萬 | 0.03% | −180,797−57.9% | 減碼 |
| Korea Investment CORP | 138,738 | $1,739 萬 | 0.05% | −55,953−28.7% | 減碼 |
| Factory Mutual Insurance Co | 139,500 | $1,748 萬 | 0.26% | 00.0% | 不變 |
| Storebrand Asset Management AS | 140,129 | $1,756 萬 | 0.08% | +23,204+19.8% | 加碼 |
| Susquehanna International Group, LLP | 141,161 | $1,769 萬 | 0.03% | −70,709−33.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 141,595 | $1,774 萬 | 0.09% | +141,595 | 新進 |
| O'Shaughnessy Asset Management, LLC | 143,223 | $1,795 萬 | 0.27% | +9,409+7.0% | 加碼 |
| Mark Asset Management LP | 144,971 | $1,817 萬 | 3.17% | −215−0.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 145,009 | $1,817 萬 | 0.06% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 145,996 | $1,829 萬 | 0.07% | −1,345−0.9% | 減碼 |
| Natixis Advisors, L.P. | 151,485 | $1,898 萬 | 0.06% | −4,137−2.7% | 減碼 |
| CQS (US), LLC | 152,120 | $1,906 萬 | 2.29% | +152,120 | 新進 |
| Lazard Asset Management LLC | 159,275 | $1,996 萬 | 0.02% | +73,540+85.8% | 加碼 |
| Public Employees Retirement System of Ohio | 165,377 | $2,072 萬 | 0.08% | −3,216−1.9% | 減碼 |
| American Century Companies Inc | 167,040 | $2,093 萬 | 0.02% | +13,456+8.8% | 加碼 |
| Rafferty Asset Management, LLC | 169,631 | $2,126 萬 | 0.12% | −1,850−1.1% | 減碼 |
| Carlson Capital L P | 175,123 | $2,194 萬 | 1.88% | +117,823+205.6% | 加碼 |
| Squarepoint Ops LLC | 176,281 | $2,209 萬 | 0.12% | +24,727+16.3% | 加碼 |
| Mercer Global Advisors Inc | 178,480 | $2,237 萬 | 0.09% | +25,068+16.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 180,262 | $2,259 萬 | 0.29% | −62,729−25.8% | 減碼 |
| Ensign Peak Advisors, Inc | 181,176 | $2,270 萬 | 0.05% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 185,197 | $2,321 萬 | 0.16% | +125,875+212.2% | 加碼 |
| Abn Amro Investment Solutions | 185,894 | $2,329 萬 | 0.47% | −46,000−19.8% | 減碼 |
| Brookfield Asset Management Inc. | 187,472 | $2,349 萬 | 0.09% | +135,007+257.3% | 加碼 |
| Brandywine Global Investment Management, LLC | 193,309 | $2,422 萬 | 0.20% | −14,136−6.8% | 減碼 |
| Bridgewater Associates, LP | 193,377 | $2,423 萬 | 0.15% | +65,164+50.8% | 加碼 |
| Jennison Associates LLC | 193,428 | $2,424 萬 | 0.02% | −123,246−38.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 197,114 | $2,470 萬 | 0.11% | −122,088−38.2% | 減碼 |
| Capital Investment Advisors, LLC | 199,782 | $2,503 萬 | 0.76% | +9,145+4.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 205,105 | $2,570 萬 | 0.31% | +20,934+11.4% | 加碼 |
| Millennium Management LLC | 205,680 | $2,577 萬 | 0.03% | +2,539+1.2% | 加碼 |
| Prana Capital Management, LP | 211,524 | $2,651 萬 | 1.77% | +154,852+273.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,094 | $2,695 萬 | 0.06% | +15,743+7.9% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 215,674 | $2,703 萬 | 3.05% | −4,309−2.0% | 減碼 |
| Swedbank AB | 224,018 | $2,807 萬 | 0.05% | +68,989+44.5% | 加碼 |
| Toronto Dominion Bank | 225,335 | $2,822 萬 | 0.04% | +96,435+74.8% | 加碼 |
| Cannell Peter B & Co Inc | 227,773 | $2,854 萬 | 0.95% | −4,533−2.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 229,420 | $2,875 萬 | 0.17% | +81,477+55.1% | 加碼 |
| Holocene Advisors, LP | 231,794 | $2,905 萬 | 0.13% | +231,794 | 新進 |
| Schonfeld Strategic Advisors LLC | 232,584 | $2,915 萬 | 0.25% | +183,544+374.3% | 加碼 |
| Wedge Capital Management L L P | 234,609 | $2,940 萬 | 0.47% | −34,216−12.7% | 減碼 |
| State of Wisconsin Investment Board | 238,215 | $2,985 萬 | 0.08% | −41,707−14.9% | 減碼 |
| Raymond James & Associates | 246,681 | $3,091 萬 | 0.03% | −130.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 252,817 | $3,168 萬 | 0.07% | +163,900+184.3% | 加碼 |
| Janus Henderson Group PLC | 258,258 | $3,236 萬 | 0.02% | +151,081+141.0% | 加碼 |
| Salem Investment Counselors Inc | 262,764 | $3,293 萬 | 1.20% | −4,126−1.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 265,463 | $3,327 萬 | 0.07% | +109,954+70.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 275,149 | $3,448 萬 | 0.06% | +30,170+12.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 288,898 | $3,620 萬 | 0.08% | −21,635−7.0% | 減碼 |
| Great West Life Assurance Co | 289,660 | $3,650 萬 | 0.09% | +92,739+47.1% | 加碼 |
| New York State Common Retirement Fund | 291,671 | $3,655 萬 | 0.05% | −22,577−7.2% | 減碼 |
| Virginia Retirement Systems Et Al | 296,800 | $3,719 萬 | 0.36% | 00.0% | 不變 |
| Victory Capital Management Inc | 299,917 | $3,758 萬 | 0.04% | −22,387−6.9% | 減碼 |
| New York State Teachers Retirement System | 309,787 | $3,882 萬 | 0.09% | +2,077+0.7% | 加碼 |
| Alyeska Investment Group, L.P. | 322,960 | $4,047 萬 | 0.31% | −259,034−44.5% | 減碼 |
| Twin Tree Management, LP | 341,170 | $4,275 萬 | 0.88% | +250,628+276.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 350,936 | $4,398 萬 | 0.07% | +33,875+10.7% | 加碼 |
| Citigroup Inc | 351,680 | $4,407 萬 | 0.06% | +8,833+2.6% | 加碼 |
| Glenmede Trust Co NA | 435,284 | $4,575 萬 | 0.26% | −1560.0% | 減碼 |
| Bank of Montreal | 375,053 | $4,705 萬 | 0.03% | +232,407+162.9% | 加碼 |
| Prudential Financial Inc | 381,741 | $4,784 萬 | 0.07% | −107,404−22.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 386,426 | $4,842 萬 | 0.11% | +1,256+0.3% | 加碼 |
| Acadian Asset Management LLC | 394,669 | $4,944 萬 | 0.20% | +138,371+54.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 396,348 | $4,967 萬 | 0.73% | −137,221−25.7% | 減碼 |
| Alliancebernstein L.P. | 396,425 | $4,968 萬 | 0.02% | +16,412+4.3% | 加碼 |
| National Pension Service | 403,964 | $5,000 萬 | 0.08% | +11,011+2.8% | 加碼 |
| Credit Suisse AG | 400,588 | $5,020 萬 | 0.05% | +17,597+4.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 405,933 | $5,087 萬 | 3.75% | −18,896−4.4% | 減碼 |
| California State Teachers Retirement System | 413,413 | $5,180 萬 | 0.07% | −13,898−3.3% | 減碼 |
| UBS Group AG | 425,190 | $5,328 萬 | 0.02% | +122,788+40.6% | 加碼 |
| Candlestick Capital Management LP | 438,230 | $5,491 萬 | 1.85% | +12,000+2.8% | 加碼 |
| Deutsche Bank AG | 442,721 | $5,548 萬 | 0.03% | −8,090−1.8% | 減碼 |