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 2 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 938 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
2025 年第 1 季 13F 持有人
Lennar Corp 在 2025/3/31 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
- 968
- 較 2024 年第 4 季 −35 家
- 持有股數
- 2.22 億
- 較 2024 年第 4 季 +228.7 萬 (+1.0%)
- 總市值
- $254.9 億
- 較 2024 年第 4 季 −$45.0 億 (−15.0%)
- 新進機構
- 134
- 另有 366 家加碼
- 清倉機構
- 169
- 另有 342 家減碼
另有 18 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 | 938 | $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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,868,288 | $29.7 億 | 0.05% | −382,199−1.5% | 減碼 |
| BlackRock, Inc. | 21,843,423 | $25.1 億 | 0.05% | −3,063,474−12.3% | 減碼 |
| State Street Corp | 10,691,356 | $12.3 億 | 0.05% | −845,883−7.3% | 減碼 |
| Aristotle Capital Management, LLC | 9,755,016 | $11.2 億 | 2.23% | −272,978−2.7% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 9,439,955 | $10.8 億 | 17.22% | +275,220+3.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,894,125 | $10.2 億 | 0.97% | +2,777,567+45.4% | 加碼 |
| Eagle Capital Management LLC | 7,297,990 | $8.38 億 | 3.06% | +7,297,990 | 新進 |
| Geode Capital Management, LLC | 5,956,079 | $6.82 億 | 0.05% | +101,687+1.7% | 加碼 |
| JPMorgan Chase & Co | 4,893,261 | $5.62 億 | 0.04% | +676,649+16.0% | 加碼 |
| FMR LLC | 4,586,886 | $5.26 億 | 0.03% | −2,605,393−36.2% | 減碼 |
| Capital World Investors | 4,396,586 | $5.05 億 | 0.08% | +7,196+0.2% | 加碼 |
| Principal Financial Group Inc | 3,275,703 | $3.76 億 | 0.21% | +152,378+4.9% | 加碼 |
| Bank of America Corp | 3,132,330 | $3.60 億 | 0.03% | +693,679+28.4% | 加碼 |
| Morgan Stanley | 3,082,606 | $3.54 億 | 0.03% | −266,957−8.0% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,856,426 | $3.28 億 | 1.19% | +2,856,426 | 新進 |
| Dimensional Fund Advisors LP | 2,785,042 | $3.20 億 | 0.08% | +67,612+2.5% | 加碼 |
| Norges Bank | 2,683,973 | $3.08 億 | 0.04% | −406,460−13.2% | 減碼 |
| ACR Alpine Capital Research, LLC | 2,679,944 | $3.08 億 | 6.44% | +1,016,622+61.1% | 加碼 |
| Northern Trust Corp | 2,566,632 | $2.95 億 | 0.04% | −103,079−3.9% | 減碼 |
| Goldman Sachs Group Inc | 2,544,823 | $2.92 億 | 0.06% | +442,254+21.0% | 加碼 |
| Invesco Ltd. | 2,466,713 | $2.83 億 | 0.05% | +147,400+6.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,460,172 | $2.82 億 | 0.23% | −595,959−19.5% | 減碼 |
| Nordea Investment Management AB | 2,417,511 | $2.75 億 | 0.29% | +166,885+7.4% | 加碼 |
| Smead Capital Management, Inc. | 2,377,483 | $2.73 億 | 4.68% | −226,072−8.7% | 減碼 |
| Brave Warrior Advisors, LLC | 2,189,608 | $2.51 億 | 5.76% | +415,218+23.4% | 加碼 |
| First Trust Advisors LP | 2,014,499 | $2.31 億 | 0.20% | −164,488−7.5% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 1,929,972 | $2.22 億 | 0.09% | +1,929,972 | 新進 |
| Neuberger Berman Group LLC | 1,927,068 | $2.21 億 | 0.19% | −65,423−3.3% | 減碼 |
| Wellington Management Group LLP | 1,753,098 | $2.01 億 | 0.04% | −1,486,390−45.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,620,700 | $1.86 億 | 0.03% | +18,930+1.2% | 加碼 |
| Eminence Capital, LP | 1,581,489 | $1.82 億 | 3.03% | +896,264+130.8% | 加碼 |
| UBS Group AG | 1,564,028 | $1.80 億 | 0.04% | +110,846+7.6% | 加碼 |
| Pacer Advisors, Inc. | 1,551,421 | $1.78 億 | 0.42% | −1,719,898−52.6% | 減碼 |
| Qube Research & Technologies Ltd | 1,533,753 | $1.76 億 | 0.27% | −304,785−16.6% | 減碼 |
| Legal & General Group Plc | 1,387,970 | $1.59 億 | 0.04% | −50,553−3.5% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 1,351,526 | $1.55 億 | 0.49% | +1,351,526 | 新進 |
| Bank of New York Mellon Corp | 1,313,331 | $1.51 億 | 0.03% | −58,979−4.3% | 減碼 |
| Victory Capital Management Inc | 1,177,759 | $1.35 億 | 0.14% | +710,535+152.1% | 加碼 |
| UBS Asset Management Americas Inc | 1,143,555 | $1.31 億 | 0.03% | −21,493−1.8% | 減碼 |
| Wells Fargo & Company | 1,098,143 | $1.26 億 | 0.03% | +277,869+33.9% | 加碼 |
| Boston Partners | 1,079,886 | $1.24 億 | 0.15% | −1,471,138−57.7% | 減碼 |
| AQR Capital Management LLC | 985,199 | $1.12 億 | 0.12% | −861,554−46.7% | 減碼 |
| Renaissance Technologies LLC | 939,333 | $1.08 億 | 0.16% | +302,200+47.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 923,448 | $1.06 億 | 0.08% | +483,737+110.0% | 加碼 |
| HSBC Holdings PLC | 864,392 | $9,909 萬 | 0.07% | −197,619−18.6% | 減碼 |
| Envestnet Asset Management Inc | 839,085 | $9,631 萬 | 0.03% | +147,973+21.4% | 加碼 |
| Millennium Management LLC | 791,083 | $9,080 萬 | 0.09% | +442,902+127.2% | 加碼 |
| Royal Bank of Canada | 790,304 | $9,071 萬 | 0.02% | +18,359+2.4% | 加碼 |
| Amundi | 802,837 | $8,844 萬 | 0.03% | −443,100−35.6% | 減碼 |
| Barclays PLC | 768,567 | $8,822 萬 | 0.04% | +142,515+22.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 736,490 | $8,453 萬 | 0.34% | +123,266+20.1% | 加碼 |
| LSV Asset Management | 736,132 | $8,449 萬 | 0.20% | −25,772−3.4% | 減碼 |
| Swiss National Bank | 673,572 | $7,731 萬 | 0.05% | −1,100−0.2% | 減碼 |
| Ameriprise Financial Inc | 663,560 | $7,615 萬 | 0.02% | −646,167−49.3% | 減碼 |
| SEI Investments Co | 661,871 | $7,597 萬 | 0.10% | +14,126+2.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 613,219 | $7,039 萬 | 0.05% | +12,054+2.0% | 加碼 |
| Nuveen, LLC | 599,848 | $6,885 萬 | 0.02% | +599,848 | 新進 |
| Deutsche Bank AG | 558,621 | $6,412 萬 | 0.03% | −405,145−42.0% | 減碼 |
| TCW Group Inc | 554,863 | $6,369 萬 | 0.57% | −1,557−0.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 544,986 | $6,255 萬 | 0.13% | −784,742−59.0% | 減碼 |
| Rhumbline Advisers | 491,338 | $5,640 萬 | 0.05% | +39,482+8.7% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 468,433 | $5,377 萬 | 0.82% | −204,000−30.3% | 減碼 |
| Sound Shore Management Inc | 466,752 | $5,357 萬 | 1.88% | +70,463+17.8% | 加碼 |
| Voloridge Investment Management, LLC | 451,072 | $5,177 萬 | 0.19% | −328,690−42.2% | 減碼 |
| Citigroup Inc | 446,849 | $5,129 萬 | 0.04% | −60,835−12.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,672 | $4,978 萬 | 0.05% | +58,134+15.5% | 加碼 |
| Two Sigma Advisers, LP | 430,655 | $4,943 萬 | 0.11% | +307,835+250.6% | 加碼 |
| National Pension Service | 421,120 | $4,834 萬 | 0.05% | +55,572+15.2% | 加碼 |
| Pictet Asset Management Holding SA | 407,789 | $4,681 萬 | 0.05% | +60,101+17.3% | 加碼 |
| Basswood Capital Management, L.L.C. | 405,933 | $4,659 萬 | 2.62% | 00.0% | 不變 |
| Raymond James Financial Inc | 405,526 | $4,655 萬 | 0.02% | +14,087+3.6% | 加碼 |
| California Public Employees Retirement System | 390,790 | $4,485 萬 | 0.03% | −19,627−4.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 389,100 | $4,466 萬 | 0.55% | +182,588+88.4% | 加碼 |
| Russell Investments Group, Ltd. | 374,329 | $4,288 萬 | 0.06% | −159,426−29.9% | 減碼 |
| Tudor Investment Corp Et Al | 370,924 | $4,257 萬 | 0.38% | +127,831+52.6% | 加碼 |
| Antipodes Partners Ltd | 364,040 | $4,179 萬 | 1.31% | +364,040 | 新進 |
| Price T Rowe Associates Inc | 360,006 | $4,132 萬 | 0.01% | +8,080+2.3% | 加碼 |
| California State Teachers Retirement System | 358,974 | $4,120 萬 | 0.05% | −3,136−0.9% | 減碼 |
| Jane Street Group, LLC | 357,990 | $4,109 萬 | 0.07% | +55,145+18.2% | 加碼 |
| Citadel Advisors LLC | 346,660 | $3,979 萬 | 0.04% | +220,139+174.0% | 加碼 |
| Blue Whale Capital LLP | 342,711 | $3,934 萬 | 3.18% | +342,711 | 新進 |
| Assetmark, Inc | 334,516 | $3,840 萬 | 0.11% | +21,456+6.9% | 加碼 |
| Ceredex Value Advisors LLC | 332,153 | $3,812 萬 | 0.83% | +332,153 | 新進 |
| AustralianSuper Pty Ltd | 322,837 | $3,706 萬 | 0.21% | +322,837 | 新進 |
| Brandywine Global Investment Management, LLC | 319,055 | $3,662 萬 | 0.26% | +78,436+32.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 296,534 | $3,404 萬 | 0.11% | +57,476+24.0% | 加碼 |
| Berkshire Asset Management LLC | 304,775 | $3,339 萬 | 1.60% | +304,775 | 新進 |
| Alliancebernstein L.P. | 290,624 | $3,336 萬 | 0.01% | +4,236+1.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 288,682 | $3,313 萬 | 0.09% | +4,128+1.5% | 加碼 |
| State of Wisconsin Investment Board | 269,061 | $3,088 萬 | 0.08% | +14,698+5.8% | 加碼 |
| Salem Investment Counselors Inc | 268,167 | $3,078 萬 | 1.07% | −1,865−0.7% | 減碼 |
| HRT Financial LP | 260,302 | $2,988 萬 | 0.19% | +182,057+232.7% | 加碼 |
| Capital Fund Management S.A. | 254,775 | $2,924 萬 | 0.37% | −38,175−13.0% | 減碼 |
| CBOE Vest Financial, LLC | 243,800 | $2,798 萬 | 0.43% | +9,002+3.8% | 加碼 |
| River Road Asset Management, LLC | 238,243 | $2,735 萬 | 0.37% | −153,281−39.1% | 減碼 |
| Canada Pension Plan Investment Board | 234,167 | $2,688 萬 | 0.03% | +65,969+39.2% | 加碼 |
| Quantinno Capital Management LP | 232,597 | $2,670 萬 | 0.17% | +178,173+327.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 229,910 | $2,639 萬 | 0.05% | 00.0% | 不變 |
| STRS Ohio | 229,000 | $2,628 萬 | 0.11% | −15,490−6.3% | 減碼 |
| New York State Teachers Retirement System | 223,996 | $2,571 萬 | 0.06% | −12,204−5.2% | 減碼 |