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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 379,241 | $4,256 萬 | 0.02% | −17,184−4.3% | 減碼 |
| Bridgewater Associates, LP | 388,637 | $4,362 萬 | 0.26% | +195,260+101.0% | 加碼 |
| California State Teachers Retirement System | 396,227 | $4,447 萬 | 0.07% | −17,186−4.2% | 減碼 |
| National Pension Service | 397,880 | $4,454 萬 | 0.07% | −6,084−1.5% | 減碼 |
| Southpoint Capital Advisors LP | 400,000 | $4,489 萬 | 1.00% | −450,000−52.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 402,010 | $4,512 萬 | 0.69% | +5,662+1.4% | 加碼 |
| Basswood Capital Management, L.L.C. | 405,933 | $4,556 萬 | 3.46% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 423,594 | $4,754 萬 | 0.06% | +423,594 | 新進 |
| Deutsche Bank AG | 442,811 | $4,970 萬 | 0.03% | +900.0% | 加碼 |
| Credit Suisse AG | 444,691 | $4,991 萬 | 0.05% | +44,103+11.0% | 加碼 |
| UBS Group AG | 458,085 | $5,141 萬 | 0.02% | +32,895+7.7% | 加碼 |
| Russell Investments Group, Ltd. | 482,470 | $5,423 萬 | 0.11% | −43,251−8.2% | 減碼 |
| Glenmede Trust Co NA | 485,060 | $5,444 萬 | 0.31% | +49,776+11.4% | 加碼 |
| Sound Shore Management Inc | 491,786 | $5,519 萬 | 2.11% | +44,499+9.9% | 加碼 |
| California Public Employees Retirement System | 504,299 | $5,660 萬 | 0.05% | +10,846+2.2% | 加碼 |
| Balyasny Asset Management LLC | 512,746 | $5,755 萬 | 0.16% | −590,122−53.5% | 減碼 |
| SEI Investments Co | 528,391 | $5,930 萬 | 0.11% | +7,286+1.4% | 加碼 |
| Rhumbline Advisers | 530,226 | $5,951 萬 | 0.07% | +5,849+1.1% | 加碼 |
| TCW Group Inc | 587,272 | $6,591 萬 | 0.83% | −190,985−24.5% | 減碼 |
| Bamco Inc | 613,804 | $6,889 萬 | 0.20% | +25,613+4.4% | 加碼 |
| Prudential Financial Inc | 645,526 | $7,245 萬 | 0.11% | +263,785+69.1% | 加碼 |
| Acadian Asset Management LLC | 671,704 | $7,537 萬 | 0.32% | +277,035+70.2% | 加碼 |
| Nuveen Asset Management, LLC | 703,274 | $7,893 萬 | 0.03% | −23,655−3.3% | 減碼 |
| Los Angeles Capital Management LLC | 705,240 | $7,915 萬 | 0.34% | +257,939+57.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 730,206 | $8,195 萬 | 0.07% | −13,345−1.8% | 減碼 |
| Allianz Asset Management GmbH | 740,704 | $8,313 萬 | 0.17% | +253,267+52.0% | 加碼 |
| Royal Bank of Canada | 746,302 | $8,376 萬 | 0.02% | −143,112−16.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 771,146 | $8,655 萬 | 0.14% | +420,210+119.7% | 加碼 |
| Qube Research & Technologies Ltd | 778,545 | $8,738 萬 | 0.26% | −371,713−32.3% | 減碼 |
| HSBC Holdings PLC | 793,183 | $8,902 萬 | 0.10% | +41,232+5.5% | 加碼 |
| Eminence Capital, LP | 803,219 | $9,015 萬 | 1.78% | +222,704+38.4% | 加碼 |
| Swiss National Bank | 812,372 | $9,117 萬 | 0.07% | −104,200−11.4% | 減碼 |
| Envestnet Asset Management Inc | 815,979 | $9,158 萬 | 0.04% | +56,332+7.4% | 加碼 |
| Wells Fargo & Company | 819,666 | $9,199 萬 | 0.03% | +20,063+2.5% | 加碼 |
| Echo Street Capital Management LLC | 820,696 | $9,211 萬 | 0.86% | +810,215+7,730.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 830,482 | $9,320 萬 | 0.25% | +101,054+13.9% | 加碼 |
| LSV Asset Management | 886,997 | $9,955 萬 | 0.23% | −49,601−5.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 940,798 | $1.06 億 | 0.30% | +126,592+15.5% | 加碼 |
| Marshall Wace, LLP | 948,531 | $1.06 億 | 0.23% | +864,019+1,022.4% | 加碼 |
| Brave Warrior Advisors, LLC | 1,013,938 | $1.14 億 | 2.84% | +290,822+40.2% | 加碼 |
| UBS Asset Management Americas Inc | 1,144,841 | $1.28 億 | 0.06% | +91,636+8.7% | 加碼 |
| Barclays PLC | 1,233,247 | $1.38 億 | 0.09% | +431,930+53.9% | 加碼 |
| Man Group plc | – | $1.44 億 | 0.45% | – | – |
| Amundi | 1,360,293 | $1.50 億 | 0.07% | +505,087+59.1% | 加碼 |
| AQR Capital Management LLC | 1,501,257 | $1.68 億 | 0.35% | +484,056+47.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,542,363 | $1.73 億 | 0.05% | +15,921+1.0% | 加碼 |
| ACR Alpine Capital Research, LLC | 1,600,263 | $1.80 億 | 6.98% | +4,863+0.3% | 加碼 |
| Nordea Investment Management AB | 1,627,870 | $1.85 億 | 0.26% | +29,437+1.8% | 加碼 |
| Legal & General Group Plc | 1,718,896 | $1.93 億 | 0.07% | −64,711−3.6% | 減碼 |
| First Trust Advisors LP | 1,749,035 | $1.96 億 | 0.23% | −70,007−3.8% | 減碼 |
| Bank of New York Mellon Corp | 1,779,824 | $2.00 億 | 0.04% | −59,043−3.2% | 減碼 |
| JPMorgan Chase & Co | 1,785,938 | $2.00 億 | 0.02% | +166,938+10.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,888,510 | $2.12 億 | 0.26% | +181,606+10.6% | 加碼 |
| Neuberger Berman Group LLC | 2,019,561 | $2.27 億 | 0.21% | +22,067+1.1% | 加碼 |
| Principal Financial Group Inc | 2,231,438 | $2.50 億 | 0.18% | −48,838−2.1% | 減碼 |
| Ameriprise Financial Inc | 2,270,958 | $2.55 億 | 0.08% | +266,189+13.3% | 加碼 |
| Goldman Sachs Group Inc | 2,579,625 | $2.90 億 | 0.07% | +445,919+20.9% | 加碼 |
| Pacer Advisors, Inc. | 2,602,016 | $2.92 億 | 1.12% | +316,178+13.8% | 加碼 |
| Norges Bank | 2,698,487 | $3.03 億 | 0.06% | +87,077+3.3% | 加碼 |
| Bank of America Corp | 2,794,489 | $3.14 億 | 0.04% | −46,179−1.6% | 減碼 |
| Invesco Ltd. | 2,809,984 | $3.15 億 | 0.08% | +392,530+16.2% | 加碼 |
| Northern Trust Corp | 2,846,751 | $3.19 億 | 0.06% | +88,079+3.2% | 加碼 |
| Smead Capital Management, Inc. | 2,911,897 | $3.27 億 | 6.67% | −100,630−3.3% | 減碼 |
| Morgan Stanley | 2,993,244 | $3.36 億 | 0.03% | −331,880−10.0% | 減碼 |
| Dimensional Fund Advisors LP | 3,365,571 | $3.78 億 | 0.12% | −167,914−4.8% | 減碼 |
| Geode Capital Management, LLC | 5,546,485 | $6.21 億 | 0.07% | +79,854+1.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,544,345 | $7.34 億 | 0.43% | +366,983+5.9% | 加碼 |
| Capital World Investors | 6,797,973 | $7.63 億 | 0.15% | −6,072,532−47.2% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 8,982,250 | $10.1 億 | 13.07% | −84,000−0.9% | 減碼 |
| FMR LLC | 11,261,738 | $12.6 億 | 0.11% | +281,675+2.6% | 加碼 |
| Aristotle Capital Management, LLC | 11,428,829 | $12.8 億 | 2.76% | −232,976−2.0% | 減碼 |
| State Street Corp | 11,564,935 | $13.0 億 | 0.07% | +125,291+1.1% | 加碼 |
| Wellington Management Group LLP | 13,057,938 | $14.7 億 | 0.29% | −507,984−3.7% | 減碼 |
| BlackRock Inc. | 22,027,054 | $24.7 億 | 0.07% | +286,568+1.3% | 加碼 |
| Vanguard Group Inc | 27,683,376 | $31.1 億 | 0.08% | −443,533−1.6% | 減碼 |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −2,149,344−100.0% | 清倉 |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −465,000−100.0% | 清倉 |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −438,230−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −211,524−100.0% | 清倉 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −187,472−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −123,302−100.0% | 清倉 |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −118,150−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −75,200−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −63,300−100.0% | 清倉 |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −53,225−100.0% | 清倉 |
| NWK Group, Inc. | 0 | $0 | 0.00% | −29,435−100.0% | 清倉 |
| Elevatus Welath Management | 0 | $0 | 0.00% | −26,059−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −22,499−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −13,436−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −9,661−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −9,538−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,226−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −6,546−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,497−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −5,609−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,400−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,156−100.0% | 清倉 |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −4,774−100.0% | 清倉 |