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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 443,929 | $5,563 萬 | 0.01% | −394,550−47.1% | 減碼 |
| Sound Shore Management Inc | 447,287 | $5,605 萬 | 2.07% | −393,644−46.8% | 減碼 |
| Los Angeles Capital Management LLC | 447,301 | $5,605 萬 | 0.22% | +74,102+19.9% | 加碼 |
| Pictet Asset Management SA | 457,811 | $5,737 萬 | 0.07% | +13,408+3.0% | 加碼 |
| Palestra Capital Management LLC | 465,000 | $5,827 萬 | 2.88% | +465,000 | 新進 |
| Allianz Asset Management GmbH | 487,437 | $6,108 萬 | 0.13% | +209,717+75.5% | 加碼 |
| California Public Employees Retirement System | 493,453 | $6,183 萬 | 0.05% | −13,184−2.6% | 減碼 |
| SEI Investments Co | 521,105 | $6,530 萬 | 0.11% | −8,862−1.7% | 減碼 |
| Rhumbline Advisers | 524,377 | $6,571 萬 | 0.07% | −1,291−0.2% | 減碼 |
| Russell Investments Group, Ltd. | 525,721 | $6,580 萬 | 0.13% | +75,886+16.9% | 加碼 |
| Citadel Advisors LLC | 557,924 | $6,991 萬 | 0.08% | +343,581+160.3% | 加碼 |
| Eminence Capital, LP | 580,515 | $7,274 萬 | 1.31% | −46,587−7.4% | 減碼 |
| Bamco Inc | 588,191 | $7,371 萬 | 0.20% | +67,992+13.1% | 加碼 |
| Man Group plc | 711,680 | $8,918 萬 | 0.28% | – | – |
| Brave Warrior Advisors, LLC | 723,116 | $9,061 萬 | 2.39% | −151,774−17.3% | 減碼 |
| Nuveen Asset Management, LLC | 726,929 | $9,109 萬 | 0.03% | −3,573−0.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 729,428 | $9,140 萬 | 0.24% | +256,647+54.3% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 743,551 | $9,317 萬 | 0.07% | −106,561−12.5% | 減碼 |
| HSBC Holdings PLC | 751,951 | $9,421 萬 | 0.10% | +180,707+31.6% | 加碼 |
| Envestnet Asset Management Inc | 759,647 | $9,519 萬 | 0.04% | −3,694,286−82.9% | 減碼 |
| TCW Group Inc | 778,257 | $9,752 萬 | 1.08% | +48,861+6.7% | 加碼 |
| Wells Fargo & Company | 799,603 | $1.00 億 | 0.03% | +40,705+5.4% | 加碼 |
| Barclays PLC | 801,317 | $1.00 億 | 0.07% | −126,531−13.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 814,206 | $1.02 億 | 0.27% | +101,484+14.2% | 加碼 |
| Southpoint Capital Advisors LP | 850,000 | $1.07 億 | 2.31% | +300,000+54.5% | 加碼 |
| Amundi | 855,206 | $1.07 億 | 0.05% | −132,980−13.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,053,205 | $1.11 億 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 889,414 | $1.11 億 | 0.03% | −30,000−3.3% | 減碼 |
| Swiss National Bank | 916,572 | $1.15 億 | 0.08% | −94,500−9.3% | 減碼 |
| LSV Asset Management | 936,598 | $1.17 億 | 0.26% | −126,287−11.9% | 減碼 |
| AQR Capital Management LLC | 1,017,201 | $1.27 億 | 0.27% | +294,008+40.7% | 加碼 |
| Balyasny Asset Management LLC | 1,102,868 | $1.38 億 | 0.39% | +770,073+231.4% | 加碼 |
| Qube Research & Technologies Ltd | 1,150,258 | $1.44 億 | 0.56% | +694,116+152.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,526,442 | $1.91 億 | 0.05% | −3,528−0.2% | 減碼 |
| Nordea Investment Management AB | 1,598,433 | $1.99 億 | 0.27% | +156,691+10.9% | 加碼 |
| ACR Alpine Capital Research, LLC | 1,595,400 | $2.00 億 | 7.54% | −414,799−20.6% | 減碼 |
| JPMorgan Chase & Co | 1,619,000 | $2.03 億 | 0.02% | −532,239−24.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,706,904 | $2.14 億 | 0.26% | +1,243,288+268.2% | 加碼 |
| Legal & General Group Plc | 1,783,607 | $2.24 億 | 0.07% | −34,583−1.9% | 減碼 |
| First Trust Advisors LP | 1,819,042 | $2.28 億 | 0.26% | −5,642−0.3% | 減碼 |
| Bank of New York Mellon Corp | 1,838,867 | $2.30 億 | 0.05% | −60,820−3.2% | 減碼 |
| Neuberger Berman Group LLC | 1,997,494 | $2.50 億 | 0.22% | −51,756−2.5% | 減碼 |
| Ameriprise Financial Inc | 2,004,769 | $2.51 億 | 0.08% | +161,000+8.7% | 加碼 |
| Goldman Sachs Group Inc | 2,133,706 | $2.67 億 | 0.07% | +403,322+23.3% | 加碼 |
| Sanders Capital, LLC | 2,149,344 | $2.69 億 | 0.56% | −917,841−29.9% | 減碼 |
| Principal Financial Group Inc | 2,280,276 | $2.86 億 | 0.20% | +12,717+0.6% | 加碼 |
| Pacer Advisors, Inc. | 2,285,838 | $2.86 億 | 1.15% | −181,663−7.4% | 減碼 |
| Invesco Ltd. | 2,417,454 | $3.03 億 | 0.08% | −17,978−0.7% | 減碼 |
| Norges Bank | 2,611,410 | $3.27 億 | 0.06% | +119,013+4.8% | 加碼 |
| Northern Trust Corp | 2,758,672 | $3.46 億 | 0.07% | −225,353−7.6% | 減碼 |
| Bank of America Corp | 2,840,668 | $3.56 億 | 0.04% | −652,974−18.7% | 減碼 |
| Smead Capital Management, Inc. | 3,012,527 | $3.77 億 | 7.50% | −44,857−1.5% | 減碼 |
| Morgan Stanley | 3,325,124 | $4.17 億 | 0.04% | +309,726+10.3% | 加碼 |
| Dimensional Fund Advisors LP | 3,533,485 | $4.43 億 | 0.14% | +31,202+0.9% | 加碼 |
| Geode Capital Management, LLC | 5,466,631 | $6.83 億 | 0.08% | +109,959+2.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,177,362 | $7.74 億 | 0.43% | −974,572−13.6% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 9,066,250 | $11.4 億 | 15.09% | −35,138−0.4% | 減碼 |
| FMR LLC | 10,980,063 | $13.8 億 | 0.12% | +2,146,214+24.3% | 加碼 |
| State Street Corp | 11,439,644 | $14.3 億 | 0.08% | +454,128+4.1% | 加碼 |
| Aristotle Capital Management, LLC | 11,661,805 | $14.6 億 | 2.97% | −289,511−2.4% | 減碼 |
| Capital World Investors | 12,870,505 | $16.1 億 | 0.31% | −13,358,467−50.9% | 減碼 |
| Wellington Management Group LLP | 13,565,922 | $17.0 億 | 0.32% | −659,573−4.6% | 減碼 |
| BlackRock Inc. | 21,740,486 | $27.2 億 | 0.08% | +2,185,323+11.2% | 加碼 |
| Vanguard Group Inc | 28,126,909 | $35.2 億 | 0.08% | −249,705−0.9% | 減碼 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −229,341−100.0% | 清倉 |
| Berkley W R Corp | 0 | $0 | 0.00% | −167,640−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −166,200−100.0% | 清倉 |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −71,490−100.0% | 清倉 |
| Maj Invest Holding A/S | 0 | $0 | 0.00% | −55,971−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −54,615−100.0% | 清倉 |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,758−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −41,712−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,107−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −17,645−100.0% | 清倉 |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −17,046−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,285−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,571−100.0% | 清倉 |
| Green Harvest Asset Management LLC | 0 | $0 | 0.00% | −11,545−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,023−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −10,242−100.0% | 清倉 |
| Alhambra Investment Partners LLC | 0 | $0 | 0.00% | −9,072−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,200−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,556−100.0% | 清倉 |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −4,900−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,073−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,916−100.0% | 清倉 |
| LifePro Asset Management | 0 | $0 | 0.00% | −4,437−100.0% | 清倉 |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,119−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,295−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,280−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,118−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −3,076−100.0% | 清倉 |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,022−100.0% | 清倉 |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −2,795−100.0% | 清倉 |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −2,658−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −2,151−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,479−100.0% | 清倉 |