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 3 季 13F 持有人
Lennar Corp 在 2023/9/30 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
- 875
- 較 2023 年第 2 季 +21 家
- 持有股數
- 2.28 億
- 較 2023 年第 2 季 −402.9 萬 (−1.7%)
- 總市值
- $257.5 億
- 較 2023 年第 2 季 −$33.0 億 (−11.4%)
- 新進機構
- 96
- 另有 340 家加碼
- 清倉機構
- 75
- 另有 290 家減碼
另有 10 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 89,064 | $999.6 萬 | 0.05% | −87,217−49.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 88,437 | $1,001 萬 | 0.02% | +36,614+70.7% | 加碼 |
| Moran Wealth Management, LLC | 89,433 | $1,004 萬 | 0.39% | +83,928+1,524.6% | 加碼 |
| Mark Asset Management LP | 89,896 | $1,009 萬 | 1.91% | −55,075−38.0% | 減碼 |
| Nomura Asset Management Co Ltd | 90,776 | $1,019 萬 | 0.05% | −10,895−10.7% | 減碼 |
| State of Michigan Retirement System | 91,015 | $1,021 萬 | 0.07% | −4,100−4.3% | 減碼 |
| Jane Street Group, LLC | 94,297 | $1,058 萬 | 0.02% | −24,141−20.4% | 減碼 |
| Voya Investment Management LLC | 95,545 | $1,072 萬 | 0.01% | −3,533−3.6% | 減碼 |
| Graham Capital Management, L.P. | 95,728 | $1,074 萬 | 0.32% | +25,544+36.4% | 加碼 |
| Royal London Asset Management Ltd | 95,836 | $1,076 萬 | 0.03% | +5,221+5.8% | 加碼 |
| Montgomery Investment Management Inc | 95,934 | $1,077 萬 | 3.71% | −673−0.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 96,964 | $1,088 萬 | 0.16% | −46,259−32.3% | 減碼 |
| Stifel Financial Corp | 97,647 | $1,096 萬 | 0.02% | −9,356−8.7% | 減碼 |
| Illinois Municipal Retirement Fund | 98,811 | $1,109 萬 | 0.21% | −22,097−18.3% | 減碼 |
| Nisa Investment Advisors, LLC | 98,924 | $1,110 萬 | 0.08% | −22,364−18.4% | 減碼 |
| Foundry Partners, LLC | 99,378 | $1,115 萬 | 0.69% | +99,378 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 100,000 | $1,122 萬 | 0.23% | +39,250+64.6% | 加碼 |
| Alberta Investment Management Corp | 101,245 | $1,136 萬 | 0.12% | +11,320+12.6% | 加碼 |
| Schroder Investment Management Group | 103,278 | $1,159 萬 | 0.02% | +2,884+2.9% | 加碼 |
| Fisher Asset Management, LLC | 104,496 | $1,173 萬 | 0.01% | −17,679−14.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 104,798 | $1,176 萬 | 0.04% | −10,274−8.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 106,522 | $1,196 萬 | 0.08% | +10,566+11.0% | 加碼 |
| Atria Investments LLC | 107,526 | $1,205 萬 | 0.21% | +18,168+20.3% | 加碼 |
| JGP Wealth Management, LLC | 108,358 | $1,216 萬 | 2.04% | +878+0.8% | 加碼 |
| STRS Ohio | 109,659 | $1,231 萬 | 0.05% | +1,638+1.5% | 加碼 |
| LPL Financial LLC | 110,053 | $1,235 萬 | 0.01% | +15,136+15.9% | 加碼 |
| Asset Management One Co.,Ltd. | 110,666 | $1,242 萬 | 0.06% | +6,631+6.4% | 加碼 |
| Advisor Group Holdings, Inc. | 114,162 | $1,282 萬 | 0.02% | +50,625+79.7% | 加碼 |
| Woodline Partners LP | 115,268 | $1,294 萬 | 0.15% | +28,462+32.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 121,000 | $1,358 萬 | 0.37% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 123,743 | $1,389 萬 | 0.06% | +25,882+26.4% | 加碼 |
| Treasurer of the State of North Carolina | 124,422 | $1,396 萬 | 0.08% | +3,271+2.7% | 加碼 |
| Abn Amro Investment Solutions | 125,294 | $1,406 萬 | 0.28% | −60,600−32.6% | 減碼 |
| EMG Holdings, L.P. | 125,319 | $1,406 萬 | 10.88% | +125,319 | 新進 |
| Truist Financial Corp | 127,104 | $1,426 萬 | 0.02% | −4,282−3.3% | 減碼 |
| Pacific Heights Asset Management LLC | 130,000 | $1,459 萬 | 1.38% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 130,829 | $1,468 萬 | 0.08% | −10,766−7.6% | 減碼 |
| Akaris Global Partners, LP | 133,800 | $1,502 萬 | 3.80% | +133,800 | 新進 |
| Achmea Investment Management B.V. | 134,458 | $1,509 萬 | 0.33% | +9,858+7.9% | 加碼 |
| Storebrand Asset Management AS | 139,053 | $1,561 萬 | 0.07% | −1,076−0.8% | 減碼 |
| Factory Mutual Insurance Co | 139,500 | $1,566 萬 | 0.22% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 141,951 | $1,593 萬 | 0.06% | −4,045−2.8% | 減碼 |
| Meeder Asset Management Inc | 143,147 | $1,607 萬 | 1.27% | +58,376+68.9% | 加碼 |
| Empowered Funds, LLC | 143,174 | $1,607 萬 | 0.47% | +89,899+168.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 145,009 | $1,627 萬 | 0.06% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 145,156 | $1,629 萬 | 0.03% | +3,995+2.8% | 加碼 |
| AXA S.A. | 149,777 | $1,681 萬 | 0.06% | +20,993+16.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 150,000 | $1,684 萬 | 0.36% | +150,000 | 新進 |
| Pinebridge Investments, L.P. | 150,106 | $1,685 萬 | 0.19% | +122,921+452.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 150,684 | $1,691 萬 | 0.23% | −54,421−26.5% | 減碼 |
| Public Employees Retirement System of Ohio | 154,909 | $1,739 萬 | 0.08% | −10,468−6.3% | 減碼 |
| Natixis Advisors, L.P. | 158,405 | $1,778 萬 | 0.05% | +6,920+4.6% | 加碼 |
| Lazard Asset Management LLC | 166,789 | $1,872 萬 | 0.03% | +7,514+4.7% | 加碼 |
| Rafferty Asset Management, LLC | 169,979 | $1,908 萬 | 0.11% | +348+0.2% | 加碼 |
| TD Asset Management Inc | 174,843 | $1,962 萬 | 0.02% | +64,468+58.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 176,314 | $1,979 萬 | 0.09% | −20,800−10.6% | 減碼 |
| Jennison Associates LLC | 179,730 | $2,017 萬 | 0.02% | −13,698−7.1% | 減碼 |
| Ensign Peak Advisors, Inc | 181,176 | $2,033 萬 | 0.04% | 00.0% | 不變 |
| Brandywine Global Investment Management, LLC | 181,181 | $2,033 萬 | 0.18% | −12,128−6.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 185,304 | $2,060 萬 | 0.28% | +5,042+2.8% | 加碼 |
| Citigroup Inc | 189,713 | $2,129 萬 | 0.03% | −161,967−46.1% | 減碼 |
| Carlson Capital L P | 190,332 | $2,136 萬 | 1.67% | +15,209+8.7% | 加碼 |
| Mercer Global Advisors Inc | 190,893 | $2,142 萬 | 0.08% | +12,413+7.0% | 加碼 |
| Toronto Dominion Bank | 195,244 | $2,191 萬 | 0.04% | −30,091−13.4% | 減碼 |
| Capital Fund Management S.A. | 195,403 | $2,193 萬 | 0.29% | +195,403 | 新進 |
| State of Wisconsin Investment Board | 207,960 | $2,334 萬 | 0.07% | −30,255−12.7% | 減碼 |
| Citadel Advisors LLC | 210,157 | $2,359 萬 | 0.03% | −347,767−62.3% | 減碼 |
| Franklin Resources Inc | 212,017 | $2,379 萬 | 0.01% | +158,938+299.4% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 212,193 | $2,381 萬 | 2.81% | −3,481−1.6% | 減碼 |
| QRG Capital Management, Inc. | 215,344 | $2,417 萬 | 0.42% | +215,344 | 新進 |
| American Century Companies Inc | 223,054 | $2,503 萬 | 0.02% | +56,014+33.5% | 加碼 |
| Jacobs Levy Equity Management, Inc | 223,803 | $2,512 萬 | 0.15% | −5,617−2.4% | 減碼 |
| Cannell Peter B & Co Inc | 225,983 | $2,536 萬 | 0.87% | −1,790−0.8% | 減碼 |
| Swedbank AB | 233,235 | $2,618 萬 | 0.05% | +9,217+4.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 233,504 | $2,621 萬 | 0.05% | +18,410+8.6% | 加碼 |
| New York State Common Retirement Fund | 234,863 | $2,636 萬 | 0.04% | −56,808−19.5% | 減碼 |
| Korea Investment CORP | 236,463 | $2,654 萬 | 0.08% | +97,725+70.4% | 加碼 |
| Bank of Montreal | 232,443 | $2,723 萬 | 0.02% | −142,610−38.0% | 減碼 |
| Teacher Retirement System of Texas | 250,586 | $2,812 萬 | 0.19% | +65,389+35.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 251,117 | $2,818 萬 | 0.06% | −1,700−0.7% | 減碼 |
| Janus Henderson Group PLC | 256,840 | $2,883 萬 | 0.02% | −1,418−0.5% | 減碼 |
| CQS (US), LLC | 259,789 | $2,916 萬 | 3.42% | +107,669+70.8% | 加碼 |
| Raymond James & Associates | 261,551 | $2,935 萬 | 0.02% | +14,870+6.0% | 加碼 |
| Twinbeech Capital LP | 262,534 | $2,946 萬 | 0.57% | +262,534 | 新進 |
| Millennium Management LLC | 265,680 | $2,982 萬 | 0.03% | +60,000+29.2% | 加碼 |
| Salem Investment Counselors Inc | 269,252 | $3,022 萬 | 1.15% | +6,488+2.5% | 加碼 |
| Alyeska Investment Group, L.P. | 269,704 | $3,027 萬 | 0.21% | −53,256−16.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 269,799 | $3,028 萬 | 0.05% | −5,350−1.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 271,468 | $3,047 萬 | 0.07% | −17,430−6.0% | 減碼 |
| New York State Teachers Retirement System | 289,570 | $3,250 萬 | 0.08% | −20,217−6.5% | 減碼 |
| Wedge Capital Management L L P | 291,717 | $3,274 萬 | 0.65% | +57,108+24.3% | 加碼 |
| Virginia Retirement Systems Et Al | 293,000 | $3,288 萬 | 0.32% | −3,800−1.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 294,621 | $3,307 萬 | 0.07% | +29,158+11.0% | 加碼 |
| Great West Life Assurance Co | 303,029 | $3,401 萬 | 0.08% | +13,369+4.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 305,258 | $3,426 萬 | 0.32% | +72,674+31.2% | 加碼 |
| Assetmark, Inc | 308,733 | $3,465 萬 | 0.14% | +275,497+828.9% | 加碼 |
| Renaissance Technologies LLC | 319,833 | $3,590 萬 | 0.06% | +308,500+2,722.1% | 加碼 |
| Victory Capital Management Inc | 328,893 | $3,691 萬 | 0.04% | +28,976+9.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 339,450 | $3,810 萬 | 0.10% | −46,976−12.2% | 減碼 |
| Price T Rowe Associates Inc | 343,897 | $3,860 萬 | 0.01% | −100,032−22.5% | 減碼 |