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 4 季 13F 持有人
Lennar Corp 在 2023/12/31 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
- 949
- 較 2023 年第 3 季 +84 家
- 持有股數
- 2.28 億
- 較 2023 年第 3 季 +6.15 萬 (0.0%)
- 總市值
- $339.3 億
- 較 2023 年第 3 季 +$82.4 億 (+32.1%)
- 新進機構
- 162
- 另有 295 家加碼
- 清倉機構
- 78
- 另有 366 家減碼
另有 10 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 123,993 | $1,848 萬 | 0.09% | −429−0.3% | 減碼 |
| AXA S.A. | 125,703 | $1,873 萬 | 0.06% | −24,074−16.1% | 減碼 |
| Capital Fund Management S.A. | 127,253 | $1,897 萬 | 0.24% | −68,150−34.9% | 減碼 |
| ExodusPoint Capital Management, LP | 129,748 | $1,934 萬 | 0.24% | +112,229+640.6% | 加碼 |
| Pacific Heights Asset Management LLC | 130,000 | $1,938 萬 | 1.66% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 131,237 | $1,956 萬 | 0.03% | −13,919−9.6% | 減碼 |
| Jane Street Group, LLC | 131,367 | $1,958 萬 | 0.02% | +37,070+39.3% | 加碼 |
| Standard Life Aberdeen plc | 131,442 | $1,959 萬 | 0.04% | +49,348+60.1% | 加碼 |
| STRS Ohio | 134,991 | $2,012 萬 | 0.08% | +25,332+23.1% | 加碼 |
| Factory Mutual Insurance Co | 139,500 | $2,079 萬 | 0.26% | 00.0% | 不變 |
| Chevy Chase Trust Holdings, Inc. | 139,742 | $2,083 萬 | 0.07% | −2,209−1.6% | 減碼 |
| Schroder Investment Management Group | 142,222 | $2,120 萬 | 0.03% | +38,944+37.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 145,009 | $2,161 萬 | 0.07% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 146,245 | $2,180 萬 | 0.10% | −30,069−17.1% | 減碼 |
| Pinebridge Investments, L.P. | 148,641 | $2,215 萬 | 0.21% | −1,465−1.0% | 減碼 |
| Public Employees Retirement System of Ohio | 152,965 | $2,280 萬 | 0.09% | −1,944−1.3% | 減碼 |
| Storebrand Asset Management AS | 162,918 | $2,428 萬 | 0.09% | +23,865+17.2% | 加碼 |
| Swedbank AB | 164,155 | $2,447 萬 | 0.04% | −69,080−29.6% | 減碼 |
| Natixis Advisors, L.P. | 166,238 | $2,478 萬 | 0.07% | +7,833+4.9% | 加碼 |
| Teacher Retirement System of Texas | 168,568 | $2,512 萬 | 0.17% | −82,018−32.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 171,206 | $2,552 萬 | 0.32% | +171,206 | 新進 |
| Brandywine Global Investment Management, LLC | 172,114 | $2,565 萬 | 0.21% | −9,067−5.0% | 減碼 |
| Korea Investment CORP | 174,094 | $2,595 萬 | 0.07% | −62,369−26.4% | 減碼 |
| State of Wisconsin Investment Board | 174,943 | $2,607 萬 | 0.07% | −33,017−15.9% | 減碼 |
| HRT Financial LP | 180,443 | $2,689 萬 | 0.20% | +180,443 | 新進 |
| Ensign Peak Advisors, Inc | 181,176 | $2,700 萬 | 0.05% | 00.0% | 不變 |
| Carlson Capital L P | 182,966 | $2,727 萬 | 2.18% | −7,366−3.9% | 減碼 |
| Marsico Capital Management LLC | 184,183 | $2,745 萬 | 1.07% | +101,695+123.3% | 加碼 |
| Toronto Dominion Bank | 185,581 | $2,766 萬 | 0.04% | −9,663−4.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 186,246 | $2,776 萬 | 0.33% | +942+0.5% | 加碼 |
| Janus Henderson Group PLC | 190,402 | $2,837 萬 | 0.02% | −66,438−25.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 196,769 | $2,933 萬 | 0.09% | +188,868+2,390.4% | 加碼 |
| State of Tennessee, Treasury Department | 197,112 | $2,938 萬 | 0.12% | +73,369+59.3% | 加碼 |
| Mercer Global Advisors Inc | 199,035 | $2,966 萬 | 0.09% | +8,142+4.3% | 加碼 |
| Lazard Asset Management LLC | 200,842 | $2,993 萬 | 0.04% | +34,053+20.4% | 加碼 |
| Rafferty Asset Management, LLC | 201,293 | $3,000 萬 | 0.13% | +31,314+18.4% | 加碼 |
| TD Asset Management Inc | 201,548 | $3,004 萬 | 0.03% | +26,705+15.3% | 加碼 |
| Franklin Resources Inc | 205,658 | $3,065 萬 | 0.01% | −6,359−3.0% | 減碼 |
| Cannell Peter B & Co Inc | 206,023 | $3,071 萬 | 0.97% | −19,960−8.8% | 減碼 |
| New York State Common Retirement Fund | 208,707 | $3,111 萬 | 0.04% | −26,156−11.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 209,783 | $3,127 萬 | 3.27% | −2,410−1.1% | 減碼 |
| SG Americas Securities, LLC | 211,010 | $3,145 萬 | 0.35% | +154,407+272.8% | 加碼 |
| American Century Companies Inc | 215,817 | $3,217 萬 | 0.02% | −7,237−3.2% | 減碼 |
| QRG Capital Management, Inc. | 221,062 | $3,295 萬 | 0.49% | +5,718+2.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 223,305 | $3,328 萬 | 0.17% | −498−0.2% | 減碼 |
| Twin Tree Management, LP | 224,208 | $3,342 萬 | 0.60% | +205,655+1,108.5% | 加碼 |
| Walleye Trading LLC | 226,749 | $3,379 萬 | 0.51% | +191,575+544.6% | 加碼 |
| Citigroup Inc | 230,640 | $3,437 萬 | 0.05% | +40,927+21.6% | 加碼 |
| Great West Life Assurance Co | 237,427 | $3,522 萬 | 0.08% | −65,602−21.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 243,110 | $3,623 萬 | 0.06% | −26,689−9.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 251,302 | $3,660 萬 | 0.06% | +17,798+7.6% | 加碼 |
| Woodline Partners LP | 247,497 | $3,689 萬 | 0.40% | +132,229+114.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 266,854 | $3,977 萬 | 0.08% | −4,614−1.7% | 減碼 |
| CQS (US), LLC | 268,526 | $4,002 萬 | 4.39% | +8,737+3.4% | 加碼 |
| Salem Investment Counselors Inc | 271,403 | $4,045 萬 | 1.39% | +2,151+0.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 278,523 | $4,151 萬 | 0.34% | −26,735−8.8% | 減碼 |
| New York State Teachers Retirement System | 278,825 | $4,156 萬 | 0.09% | −10,745−3.7% | 減碼 |
| Raymond James & Associates | 286,031 | $4,263 萬 | 0.03% | +24,480+9.4% | 加碼 |
| Assetmark, Inc | 304,345 | $4,536 萬 | 0.16% | −4,388−1.4% | 減碼 |
| Southpoint Capital Advisors LP | 320,000 | $4,769 萬 | 1.02% | −80,000−20.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 320,190 | $4,773 萬 | 0.11% | −19,260−5.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 320,685 | $4,780 萬 | 0.09% | +26,064+8.8% | 加碼 |
| Candlestick Capital Management LP | 322,539 | $4,807 萬 | 1.55% | +322,539 | 新進 |
| Wedge Capital Management L L P | 325,796 | $4,856 萬 | 0.87% | +34,079+11.7% | 加碼 |
| Renaissance Technologies LLC | 326,033 | $4,859 萬 | 0.08% | +6,200+1.9% | 加碼 |
| Alliancebernstein L.P. | 338,969 | $5,052 萬 | 0.02% | −40,272−10.6% | 減碼 |
| Price T Rowe Associates Inc | 344,851 | $5,140 萬 | 0.01% | +954+0.3% | 加碼 |
| Jennison Associates LLC | 354,711 | $5,287 萬 | 0.04% | +174,981+97.4% | 加碼 |
| Bridgewater Associates, LP | 358,516 | $5,343 萬 | 0.30% | −30,121−7.8% | 減碼 |
| Glenmede Trust Co NA | 366,023 | $5,455 萬 | 0.28% | −119,037−24.5% | 減碼 |
| Victory Capital Management Inc | 377,597 | $5,628 萬 | 0.06% | +48,704+14.8% | 加碼 |
| Sound Shore Management Inc | 396,979 | $5,917 萬 | 2.05% | −94,807−19.3% | 減碼 |
| National Pension Service | 397,880 | $5,930 萬 | 0.08% | 00.0% | 不變 |
| California State Teachers Retirement System | 398,457 | $5,939 萬 | 0.08% | +2,230+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 405,260 | $6,040 萬 | 0.84% | +3,250+0.8% | 加碼 |
| Basswood Capital Management, L.L.C. | 405,933 | $6,050 萬 | 3.91% | 00.0% | 不變 |
| Select Equity Group, L.P. | 409,394 | $6,102 萬 | 0.22% | +409,394 | 新進 |
| Pictet Asset Management Holding SA | 439,307 | $6,547 萬 | 0.07% | +15,713+3.7% | 加碼 |
| Deutsche Bank AG | 464,470 | $6,922 萬 | 0.04% | +21,659+4.9% | 加碼 |
| Citadel Advisors LLC | 464,571 | $6,924 萬 | 0.07% | +254,414+121.1% | 加碼 |
| Marshall Wace, LLP | 467,397 | $6,966 萬 | 0.13% | −481,134−50.7% | 減碼 |
| Russell Investments Group, Ltd. | 468,097 | $6,977 萬 | 0.12% | −14,373−3.0% | 減碼 |
| UBS Group AG | 481,311 | $7,173 萬 | 0.03% | +23,226+5.1% | 加碼 |
| California Public Employees Retirement System | 485,411 | $7,235 萬 | 0.05% | −18,888−3.7% | 減碼 |
| Credit Suisse AG | 510,225 | $7,604 萬 | 0.07% | +65,534+14.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 519,048 | $7,736 萬 | 0.11% | −252,098−32.7% | 減碼 |
| Rhumbline Advisers | 519,234 | $7,739 萬 | 0.08% | −10,992−2.1% | 減碼 |
| SEI Investments Co | 525,525 | $7,832 萬 | 0.13% | −2,866−0.5% | 減碼 |
| Acadian Asset Management LLC | 531,350 | $7,917 萬 | 0.31% | −140,354−20.9% | 減碼 |
| TCW Group Inc | 554,166 | $8,259 萬 | 0.92% | −33,106−5.6% | 減碼 |
| Alyeska Investment Group, L.P. | 570,423 | $8,502 萬 | 0.57% | +300,719+111.5% | 加碼 |
| Brave Warrior Advisors, LLC | 571,567 | $8,519 萬 | 2.03% | −442,371−43.6% | 減碼 |
| Eminence Capital, LP | 612,298 | $9,126 萬 | 1.78% | −190,921−23.8% | 減碼 |
| Bamco Inc | 625,384 | $9,321 萬 | 0.25% | +11,580+1.9% | 加碼 |
| Prudential Financial Inc | 642,420 | $9,478 萬 | 0.14% | −3,106−0.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 643,017 | $9,584 萬 | 0.20% | +391,900+156.1% | 加碼 |
| Assenagon Asset Management S.A. | 662,277 | $9,871 萬 | 0.30% | +651,924+6,297.0% | 加碼 |
| Nuveen Asset Management, LLC | 711,587 | $1.06 億 | 0.03% | +8,313+1.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 715,964 | $1.07 億 | 0.08% | −14,242−2.0% | 減碼 |
| Bank of Montreal | 716,724 | $1.07 億 | 0.06% | +484,281+208.3% | 加碼 |