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
2024 年第 1 季 13F 持有人
Lennar Corp 在 2024/3/31 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
- 1,020
- 較 2023 年第 4 季 +83 家
- 持有股數
- 2.24 億
- 較 2023 年第 4 季 −383.2 萬 (−1.7%)
- 總市值
- $384.1 億
- 較 2023 年第 4 季 +$45.2 億 (+13.3%)
- 新進機構
- 150
- 另有 347 家加碼
- 清倉機構
- 67
- 另有 378 家減碼
另有 12 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 57,636 | $991.2 萬 | 0.01% | +3,922+7.3% | 加碼 |
| MetLife Investment Management | 57,773 | $993.6 萬 | 0.07% | −2,854−4.7% | 減碼 |
| Capital Fund Management S.A. | 59,552 | $1,024 萬 | 0.13% | −67,701−53.2% | 減碼 |
| Smith Group Asset Management, LLC | 60,200 | $1,035 萬 | 0.59% | −25,100−29.4% | 減碼 |
| Natixis | 60,580 | $1,042 萬 | 0.06% | −4,638−7.1% | 減碼 |
| Great Lakes Advisors, LLC | 61,513 | $1,058 萬 | 0.09% | −3,244−5.0% | 減碼 |
| USS Investment Management Ltd | 63,697 | $1,095 萬 | 0.09% | −2,048−3.1% | 減碼 |
| CI Private Wealth, LLC | 64,613 | $1,111 萬 | 0.02% | −1,486−2.2% | 減碼 |
| Mark Asset Management LP | 64,807 | $1,115 萬 | 1.51% | −24,706−27.6% | 減碼 |
| Castleark Management LLC | 64,870 | $1,116 萬 | 0.46% | 00.0% | 不變 |
| Archon Partners LLC | 66,000 | $1,135 萬 | 1.39% | +66,000 | 新進 |
| Mackenzie Financial Corp | 66,151 | $1,138 萬 | 0.02% | −19,873−23.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 67,146 | $1,139 萬 | 0.02% | −12,031−15.2% | 減碼 |
| Comerica Bank | 66,442 | $1,143 萬 | 0.05% | −2,760−4.0% | 減碼 |
| Shufro Rose & Co LLC | 66,726 | $1,148 萬 | 0.95% | −1,663−2.4% | 減碼 |
| First Manhattan Co | 66,767 | $1,148 萬 | 0.04% | −48−0.1% | 減碼 |
| Empowered Funds, LLC | 67,255 | $1,157 萬 | 0.21% | +331+0.5% | 加碼 |
| American International Group, Inc. | 68,390 | $1,176 萬 | 0.04% | −1,376−2.0% | 減碼 |
| Mariner, LLC | 68,553 | $1,179 萬 | 0.02% | −15,882−18.8% | 減碼 |
| Arizona State Retirement System | 68,804 | $1,183 萬 | 0.08% | +52+0.1% | 加碼 |
| Montgomery Investment Management Inc | 68,863 | $1,184 萬 | 4.52% | −27,000−28.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 69,531 | $1,196 萬 | 0.34% | +59,828+616.6% | 加碼 |
| Janney Montgomery Scott LLC | 70,856 | $1,219 萬 | 0.04% | −10,154−12.5% | 減碼 |
| Lyell Wealth Management, LP | 71,682 | $1,233 萬 | 1.25% | +206+0.3% | 加碼 |
| Tower Bridge Advisors | 72,096 | $1,240 萬 | 1.26% | −9,437−11.6% | 減碼 |
| Varma Mutual Pension Insurance Co | 72,900 | $1,254 萬 | 0.11% | +44,300+154.9% | 加碼 |
| KBC Group NV | 73,401 | $1,262 萬 | 0.04% | +7,953+12.2% | 加碼 |
| Laurion Capital Management LP | 74,649 | $1,284 萬 | 0.36% | +74,649 | 新進 |
| Walleye Capital LLC | 75,007 | $1,290 萬 | 0.14% | +75,007 | 新進 |
| Renaissance Technologies LLC | 76,133 | $1,309 萬 | 0.02% | −249,900−76.6% | 減碼 |
| JGP Wealth Management, LLC | 77,242 | $1,328 萬 | 1.93% | −30,417−28.3% | 減碼 |
| Woodline Partners LP | 77,765 | $1,337 萬 | 0.12% | −169,732−68.6% | 減碼 |
| PGGM Investments | 78,364 | $1,348 萬 | 0.20% | +2,971+3.9% | 加碼 |
| Miller Investment Management, LP | 79,632 | $1,370 萬 | 1.75% | +454+0.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 82,030 | $1,411 萬 | 0.16% | −2,421−2.9% | 減碼 |
| Citadel Advisors LLC | 82,489 | $1,419 萬 | 0.01% | −382,082−82.2% | 減碼 |
| Handelsbanken Fonder AB | 83,474 | $1,436 萬 | 0.06% | +2,684+3.3% | 加碼 |
| M&T Bank Corp | 83,508 | $1,436 萬 | 0.05% | −2,837−3.3% | 減碼 |
| Prana Capital Management, LP | 83,602 | $1,438 萬 | 0.64% | +83,602 | 新進 |
| Nisa Investment Advisors, LLC | 84,844 | $1,459 萬 | 0.09% | −408−0.5% | 減碼 |
| Stifel Financial Corp | 85,576 | $1,472 萬 | 0.02% | −3,281−3.7% | 減碼 |
| Vinva Investment Management Ltd | 85,579 | $1,472 萬 | 0.85% | +49,249+135.6% | 加碼 |
| American Assets Investment Management, LLC | 86,370 | $1,485 萬 | 1.41% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 86,448 | $1,487 萬 | 0.09% | +86,448 | 新進 |
| Cullen/Frost Bankers, Inc. | 87,767 | $1,509 萬 | 0.22% | +794+0.9% | 加碼 |
| State of Michigan Retirement System | 91,015 | $1,565 萬 | 0.08% | 00.0% | 不變 |
| ING Groep NV | 93,869 | $1,614 萬 | 0.11% | −19,378−17.1% | 減碼 |
| Voya Investment Management LLC | 93,964 | $1,616 萬 | 0.02% | +7,522+8.7% | 加碼 |
| Abn Amro Investment Solutions | 94,694 | $1,629 萬 | 0.28% | −9,800−9.4% | 減碼 |
| Royal London Asset Management Ltd | 95,603 | $1,644 萬 | 0.04% | −969−1.0% | 減碼 |
| Carmel Capital Partners, LLC | 96,574 | $1,661 萬 | 6.87% | +20,578+27.1% | 加碼 |
| Asset Management One Co.,Ltd. | 96,931 | $1,667 萬 | 0.06% | −12,091−11.1% | 減碼 |
| Cerity Partners LLC | 96,994 | $1,668 萬 | 0.04% | +81,818+539.1% | 加碼 |
| Illinois Municipal Retirement Fund | 99,127 | $1,705 萬 | 0.26% | 00.0% | 不變 |
| Atria Investments LLC | 100,841 | $1,730 萬 | 0.24% | −16,953−14.4% | 減碼 |
| Assenagon Asset Management S.A. | 100,817 | $1,734 萬 | 0.05% | −561,460−84.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 101,200 | $1,740 萬 | 0.13% | +101,200 | 新進 |
| Horiko Capital Management LLC | 103,211 | $1,775 萬 | 5.43% | −3,154−3.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 103,832 | $1,786 萬 | 0.09% | −746−0.7% | 減碼 |
| Fisher Asset Management, LLC | 105,144 | $1,808 萬 | 0.01% | −778−0.7% | 減碼 |
| Sapient Capital LLC | 106,267 | $1,828 萬 | 0.40% | +1,927+1.8% | 加碼 |
| Foundry Partners, LLC | 106,719 | $1,835 萬 | 0.98% | +18,281+20.7% | 加碼 |
| Achmea Investment Management B.V. | 107,177 | $1,843 萬 | 0.35% | −9,238−7.9% | 減碼 |
| Bank of Nova Scotia | 110,561 | $1,901 萬 | 0.04% | +60,837+122.3% | 加碼 |
| CBOE Vest Financial, LLC | 111,988 | $1,926 萬 | 0.51% | +23,788+27.0% | 加碼 |
| Scopus Asset Management, L.P. | 112,500 | $1,935 萬 | 0.63% | +37,500+50.0% | 加碼 |
| Vident Advisory, LLC | 112,543 | $1,936 萬 | 0.40% | +103,643+1,164.5% | 加碼 |
| Standard Life Aberdeen plc | 113,685 | $1,955 萬 | 0.04% | −17,757−13.5% | 減碼 |
| Shellback Capital, LP | 115,000 | $1,978 萬 | 1.33% | +115,000 | 新進 |
| Carlson Capital L P | 116,761 | $2,008 萬 | 1.63% | −66,205−36.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 117,426 | $2,019 萬 | 0.07% | −28,819−19.7% | 減碼 |
| Glenmede Trust Co NA | 118,761 | $2,042 萬 | 0.10% | −247,262−67.6% | 減碼 |
| Truist Financial Corp | 120,152 | $2,066 萬 | 0.03% | −2,135−1.7% | 減碼 |
| Treasurer of the State of North Carolina | 123,468 | $2,123 萬 | 0.09% | −525−0.4% | 減碼 |
| ExodusPoint Capital Management, LP | 125,730 | $2,162 萬 | 0.27% | −4,018−3.1% | 減碼 |
| Nomura Asset Management Co Ltd | 126,955 | $2,183 萬 | 0.08% | +34,725+37.7% | 加碼 |
| Walleye Trading LLC | 128,135 | $2,204 萬 | 0.36% | −98,614−43.5% | 減碼 |
| Pacific Heights Asset Management LLC | 130,000 | $2,236 萬 | 1.83% | 00.0% | 不變 |
| Squarepoint Ops LLC | 131,868 | $2,268 萬 | 0.09% | +59,744+82.8% | 加碼 |
| LPL Financial LLC | 134,652 | $2,316 萬 | 0.01% | +12,477+10.2% | 加碼 |
| Danske Bank A/S | 134,963 | $2,321 萬 | 0.07% | +134,963 | 新進 |
| Clearbridge Investments, LLC | 136,993 | $2,356 萬 | 0.02% | +105,835+339.7% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 137,503 | $2,365 萬 | 0.08% | −2,239−1.6% | 減碼 |
| State of Tennessee, Treasury Department | 138,348 | $2,379 萬 | 0.09% | −58,764−29.8% | 減碼 |
| State of Wisconsin Investment Board | 139,399 | $2,397 萬 | 0.06% | −35,544−20.3% | 減碼 |
| Factory Mutual Insurance Co | 139,500 | $2,399 萬 | 0.28% | 00.0% | 不變 |
| Cercano Management LLC | 141,534 | $2,434 萬 | 0.68% | +141,534 | 新進 |
| Mirabella Financial Services LLP | 143,605 | $2,470 萬 | 1.80% | +133,175+1,276.8% | 加碼 |
| Public Employees Retirement System of Ohio | 144,178 | $2,480 萬 | 0.10% | −8,787−5.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 145,009 | $2,494 萬 | 0.08% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 147,309 | $2,533 萬 | 0.04% | +16,072+12.2% | 加碼 |
| Toronto Dominion Bank | 152,355 | $2,620 萬 | 0.04% | −33,226−17.9% | 減碼 |
| Teacher Retirement System of Texas | 153,519 | $2,640 萬 | 0.17% | −15,049−8.9% | 減碼 |
| Schroder Investment Management Group | 156,027 | $2,683 萬 | 0.03% | +13,805+9.7% | 加碼 |
| Pinebridge Investments, L.P. | 160,722 | $2,764 萬 | 0.22% | +12,081+8.1% | 加碼 |
| Storebrand Asset Management AS | 160,889 | $2,767 萬 | 0.09% | −2,029−1.2% | 減碼 |
| Moore Capital Management, LP | 161,667 | $2,780 萬 | 0.57% | +161,667 | 新進 |
| STRS Ohio | 161,761 | $2,782 萬 | 0.11% | +26,770+19.8% | 加碼 |
| Twin Tree Management, LP | 163,657 | $2,815 萬 | 0.64% | −60,551−27.0% | 減碼 |
| TD Asset Management Inc | 166,337 | $2,861 萬 | 0.03% | −35,211−17.5% | 減碼 |