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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 225,335 | $2,822 萬 | 0.04% | +96,435+74.8% | 加碼 |
| Swedbank AB | 224,018 | $2,807 萬 | 0.05% | +68,989+44.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 215,674 | $2,703 萬 | 3.05% | −4,309−2.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,094 | $2,695 萬 | 0.06% | +15,743+7.9% | 加碼 |
| Prana Capital Management, LP | 211,524 | $2,651 萬 | 1.77% | +154,852+273.2% | 加碼 |
| Millennium Management LLC | 205,680 | $2,577 萬 | 0.03% | +2,539+1.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 205,105 | $2,570 萬 | 0.31% | +20,934+11.4% | 加碼 |
| Capital Investment Advisors, LLC | 199,782 | $2,503 萬 | 0.76% | +9,145+4.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 197,114 | $2,470 萬 | 0.11% | −122,088−38.2% | 減碼 |
| Jennison Associates LLC | 193,428 | $2,424 萬 | 0.02% | −123,246−38.9% | 減碼 |
| Bridgewater Associates, LP | 193,377 | $2,423 萬 | 0.15% | +65,164+50.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 193,309 | $2,422 萬 | 0.20% | −14,136−6.8% | 減碼 |
| Brookfield Asset Management Inc. | 187,472 | $2,349 萬 | 0.09% | +135,007+257.3% | 加碼 |
| Abn Amro Investment Solutions | 185,894 | $2,329 萬 | 0.47% | −46,000−19.8% | 減碼 |
| Teacher Retirement System of Texas | 185,197 | $2,321 萬 | 0.16% | +125,875+212.2% | 加碼 |
| Ensign Peak Advisors, Inc | 181,176 | $2,270 萬 | 0.05% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 180,262 | $2,259 萬 | 0.29% | −62,729−25.8% | 減碼 |
| Mercer Global Advisors Inc | 178,480 | $2,237 萬 | 0.09% | +25,068+16.3% | 加碼 |
| Squarepoint Ops LLC | 176,281 | $2,209 萬 | 0.12% | +24,727+16.3% | 加碼 |
| Carlson Capital L P | 175,123 | $2,194 萬 | 1.88% | +117,823+205.6% | 加碼 |
| Rafferty Asset Management, LLC | 169,631 | $2,126 萬 | 0.12% | −1,850−1.1% | 減碼 |
| American Century Companies Inc | 167,040 | $2,093 萬 | 0.02% | +13,456+8.8% | 加碼 |
| Public Employees Retirement System of Ohio | 165,377 | $2,072 萬 | 0.08% | −3,216−1.9% | 減碼 |
| Lazard Asset Management LLC | 159,275 | $1,996 萬 | 0.02% | +73,540+85.8% | 加碼 |
| CQS (US), LLC | 152,120 | $1,906 萬 | 2.29% | +152,120 | 新進 |
| Natixis Advisors, L.P. | 151,485 | $1,898 萬 | 0.06% | −4,137−2.7% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 145,996 | $1,829 萬 | 0.07% | −1,345−0.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 145,009 | $1,817 萬 | 0.06% | 00.0% | 不變 |
| Mark Asset Management LP | 144,971 | $1,817 萬 | 3.17% | −215−0.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 143,223 | $1,795 萬 | 0.27% | +9,409+7.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 141,595 | $1,774 萬 | 0.09% | +141,595 | 新進 |
| Susquehanna International Group, LLP | 141,161 | $1,769 萬 | 0.03% | −70,709−33.4% | 減碼 |
| Storebrand Asset Management AS | 140,129 | $1,756 萬 | 0.08% | +23,204+19.8% | 加碼 |
| Factory Mutual Insurance Co | 139,500 | $1,748 萬 | 0.26% | 00.0% | 不變 |
| Korea Investment CORP | 138,738 | $1,739 萬 | 0.05% | −55,953−28.7% | 減碼 |
| Truist Financial Corp | 131,386 | $1,646 萬 | 0.03% | −180,797−57.9% | 減碼 |
| Pacific Heights Asset Management LLC | 130,000 | $1,629 萬 | 1.48% | 00.0% | 不變 |
| Retirement Systems of Alabama | 129,379 | $1,621 萬 | 0.07% | −17,260−11.8% | 減碼 |
| AXA S.A. | 128,784 | $1,614 萬 | 0.05% | +3,516+2.8% | 加碼 |
| Achmea Investment Management B.V. | 124,600 | $1,561 萬 | 0.33% | +26,777+27.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 123,302 | $1,545 萬 | 0.17% | +105,142+579.0% | 加碼 |
| Fisher Asset Management, LLC | 122,175 | $1,531 萬 | 0.01% | +1,995+1.7% | 加碼 |
| Nisa Investment Advisors, LLC | 121,288 | $1,520 萬 | 0.11% | −2,191−1.8% | 減碼 |
| Treasurer of the State of North Carolina | 121,151 | $1,518 萬 | 0.08% | −914−0.7% | 減碼 |
| Cantor Fitzgerald, L. P. | 121,000 | $1,516 萬 | 0.35% | +121,000 | 新進 |
| Illinois Municipal Retirement Fund | 120,908 | $1,515 萬 | 0.30% | −27,852−18.7% | 減碼 |
| Bank of Nova Scotia | 120,496 | $1,510 萬 | 0.04% | +103,024+589.7% | 加碼 |
| Jane Street Group, LLC | 118,438 | $1,484 萬 | 0.02% | +41,386+53.7% | 加碼 |
| Ceredex Value Advisors LLC | 118,150 | $1,481 萬 | 0.24% | −171,200−59.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 115,072 | $1,442 萬 | 0.04% | +97,922+571.0% | 加碼 |
| National Bank of Canada | 111,499 | $1,397 萬 | 0.03% | +88,457+383.9% | 加碼 |
| TD Asset Management Inc | 110,375 | $1,383 萬 | 0.02% | −4,294−3.7% | 減碼 |
| Scopus Asset Management, L.P. | 110,000 | $1,378 萬 | 0.48% | +110,000 | 新進 |
| STRS Ohio | 108,021 | $1,354 萬 | 0.06% | −2,300−2.1% | 減碼 |
| JGP Wealth Management, LLC | 107,480 | $1,347 萬 | 2.20% | +413+0.4% | 加碼 |
| Stifel Financial Corp | 107,003 | $1,341 萬 | 0.02% | −134,166−55.6% | 減碼 |
| Asset Management One Co.,Ltd. | 104,035 | $1,304 萬 | 0.06% | −2,670−2.5% | 減碼 |
| Nomura Asset Management Co Ltd | 101,671 | $1,274 萬 | 0.06% | +74+0.1% | 加碼 |
| Schroder Investment Management Group | 100,394 | $1,258 萬 | 0.02% | +58,101+137.4% | 加碼 |
| Voya Investment Management LLC | 99,078 | $1,242 萬 | 0.01% | +5,887+6.3% | 加碼 |
| Walleye Capital LLC | 98,064 | $1,229 萬 | 0.22% | +98,064 | 新進 |
| State of Tennessee, Treasury Department | 97,861 | $1,226 萬 | 0.05% | 00.0% | 不變 |
| Montgomery Investment Management Inc | 96,607 | $1,211 萬 | 4.07% | −215−0.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 95,956 | $1,202 萬 | 0.08% | +33,095+52.6% | 加碼 |
| State of Michigan Retirement System | 95,115 | $1,192 萬 | 0.07% | −3,900−3.9% | 減碼 |
| LPL Financial LLC | 94,917 | $1,189 萬 | 0.01% | +2,180+2.4% | 加碼 |
| Standard Life Aberdeen plc | 92,336 | $1,157 萬 | 0.03% | +8,827+10.6% | 加碼 |
| M&T Bank Corp | 91,416 | $1,146 萬 | 0.04% | −2,979−3.2% | 減碼 |
| Royal London Asset Management Ltd | 90,615 | $1,135 萬 | 0.04% | +7,449+9.0% | 加碼 |
| ClariVest Asset Management LLC | 90,514 | $1,134 萬 | 0.57% | +27,357+43.3% | 加碼 |
| Alberta Investment Management Corp | 89,925 | $1,127 萬 | 0.11% | −19,755−18.0% | 減碼 |
| Atria Investments LLC | 89,358 | $1,118 萬 | 0.20% | −4,505−4.8% | 減碼 |
| Tower Bridge Advisors | 88,322 | $1,107 萬 | 1.01% | −1,991−2.2% | 減碼 |
| Great Lakes Advisors, LLC | 88,122 | $1,104 萬 | 0.11% | −16,514−15.8% | 減碼 |
| Woodline Partners LP | 86,806 | $1,088 萬 | 0.13% | +86,806 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 86,690 | $1,086 萬 | 0.23% | +66,900+338.0% | 加碼 |
| American Assets Investment Management, LLC | 86,370 | $1,082 萬 | 1.20% | 00.0% | 不變 |
| Meeder Asset Management Inc | 84,771 | $1,062 萬 | 0.77% | +19,730+30.3% | 加碼 |
| Marshall Wace, LLP | 84,512 | $1,059 萬 | 0.02% | +77,029+1,029.4% | 加碼 |
| Mackenzie Financial Corp | 83,868 | $1,051 萬 | 0.02% | +40,134+91.8% | 加碼 |
| Carmel Capital Partners, LLC | 82,496 | $1,034 萬 | 5.33% | 00.0% | 不變 |
| Marsico Capital Management LLC | 82,022 | $1,028 萬 | 0.41% | +82,022 | 新進 |
| Miller Investment Management, LP | 80,165 | $1,005 萬 | 1.53% | +90.0% | 加碼 |
| Janney Montgomery Scott LLC | 79,462 | $995.7 萬 | 0.03% | −17,221−17.8% | 減碼 |
| Cullen/Frost Bankers, Inc. | 77,334 | $969.1 萬 | 0.16% | +105+0.1% | 加碼 |
| PGGM Investments | 76,403 | $957.4 萬 | 0.16% | +29,863+64.2% | 加碼 |
| Andra AP-fonden | 75,200 | $942.3 萬 | 0.24% | −23,600−23.9% | 減碼 |
| RWC Asset Management LLP | 75,014 | $940.0 萬 | 0.45% | −322,923−81.1% | 減碼 |
| Amalgamated Bank | 71,701 | $898.5 萬 | 0.07% | +6,174+9.4% | 加碼 |
| State of Alaska, Department of Revenue | 71,495 | $895.8 萬 | 0.11% | −5,396−7.0% | 減碼 |
| Lyell Wealth Management, LP | 70,624 | $885.0 萬 | 1.13% | +1,274+1.8% | 加碼 |
| Mariner, LLC | 70,451 | $882.8 萬 | 0.02% | −6,442−8.4% | 減碼 |
| USS Investment Management Ltd | 70,284 | $880.6 萬 | 0.10% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 70,184 | $879.5 萬 | 0.30% | +61,425+701.3% | 加碼 |
| Shufro Rose & Co LLC | 69,841 | $875.2 萬 | 0.80% | −114,417−62.1% | 減碼 |
| Arizona State Retirement System | 69,257 | $867.9 萬 | 0.07% | −4,811−6.5% | 減碼 |
| Asset Management Advisors, LLC | 68,843 | $862.7 萬 | 7.49% | −7,126−9.4% | 減碼 |
| American International Group, Inc. | 68,674 | $860.6 萬 | 0.05% | −120−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 68,598 | $859.6 萬 | 0.03% | +59,811+680.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 68,213 | $854.8 萬 | 0.31% | −20,654−23.2% | 減碼 |