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 4 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
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 −34 家
- 持有股數
- 2.22 億
- 較 2024 年第 4 季 +228.9 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
- 168
- 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 | 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 | 1,020 | $301.1 億 |
| 2024 年第 3 季 | 1,054 | $410.4 億 |
| 2024 年第 2 季 | 980 | $336.1 億 |
| 2024 年第 1 季 | 1,020 | $384.1 億 |
| 2023 年第 4 季 | 949 | $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 |
|---|---|---|---|---|---|
| National Pension Service | 421,120 | $4,834 萬 | 0.05% | +55,572+15.2% | 加碼 |
| Two Sigma Advisers, LP | 430,655 | $4,943 萬 | 0.11% | +307,835+250.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 433,672 | $4,978 萬 | 0.05% | +58,134+15.5% | 加碼 |
| Citigroup Inc | 446,849 | $5,129 萬 | 0.04% | −60,835−12.0% | 減碼 |
| Voloridge Investment Management, LLC | 451,072 | $5,177 萬 | 0.19% | −328,690−42.2% | 減碼 |
| Sound Shore Management Inc | 466,752 | $5,357 萬 | 1.88% | +70,463+17.8% | 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 |
| Rhumbline Advisers | 491,338 | $5,640 萬 | 0.05% | +39,482+8.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 544,986 | $6,255 萬 | 0.13% | −784,742−59.0% | 減碼 |
| TCW Group Inc | 554,863 | $6,369 萬 | 0.57% | −1,557−0.3% | 減碼 |
| Deutsche Bank AG | 558,621 | $6,412 萬 | 0.03% | −405,145−42.0% | 減碼 |
| Nuveen, LLC | 599,848 | $6,885 萬 | 0.02% | +599,848 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 613,219 | $7,039 萬 | 0.05% | +12,054+2.0% | 加碼 |
| SEI Investments Co | 661,871 | $7,597 萬 | 0.10% | +14,126+2.2% | 加碼 |
| Ameriprise Financial Inc | 663,560 | $7,615 萬 | 0.02% | −646,167−49.3% | 減碼 |
| Swiss National Bank | 673,572 | $7,731 萬 | 0.05% | −1,100−0.2% | 減碼 |
| LSV Asset Management | 736,132 | $8,449 萬 | 0.20% | −25,772−3.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 736,490 | $8,453 萬 | 0.34% | +123,266+20.1% | 加碼 |
| Barclays PLC | 768,567 | $8,822 萬 | 0.04% | +142,515+22.8% | 加碼 |
| Amundi | 802,837 | $8,844 萬 | 0.03% | −443,100−35.6% | 減碼 |
| Royal Bank of Canada | 790,304 | $9,071 萬 | 0.02% | +18,359+2.4% | 加碼 |
| Millennium Management LLC | 791,083 | $9,080 萬 | 0.09% | +442,902+127.2% | 加碼 |
| Envestnet Asset Management Inc | 839,085 | $9,631 萬 | 0.03% | +147,973+21.4% | 加碼 |
| HSBC Holdings PLC | 864,392 | $9,909 萬 | 0.07% | −197,619−18.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 923,448 | $1.06 億 | 0.08% | +483,737+110.0% | 加碼 |
| Renaissance Technologies LLC | 939,333 | $1.08 億 | 0.16% | +302,200+47.4% | 加碼 |
| AQR Capital Management LLC | 985,199 | $1.12 億 | 0.12% | −861,554−46.7% | 減碼 |
| Boston Partners | 1,079,886 | $1.24 億 | 0.15% | −1,471,138−57.7% | 減碼 |
| Wells Fargo & Company | 1,098,143 | $1.26 億 | 0.03% | +277,869+33.9% | 加碼 |
| UBS Asset Management Americas Inc | 1,143,555 | $1.31 億 | 0.03% | −21,493−1.8% | 減碼 |
| Victory Capital Management Inc | 1,177,759 | $1.35 億 | 0.14% | +710,535+152.1% | 加碼 |
| Bank of New York Mellon Corp | 1,313,331 | $1.51 億 | 0.03% | −58,979−4.3% | 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 |
| Legal & General Group Plc | 1,387,970 | $1.59 億 | 0.04% | −50,553−3.5% | 減碼 |
| Qube Research & Technologies Ltd | 1,533,753 | $1.76 億 | 0.27% | −304,785−16.6% | 減碼 |
| Pacer Advisors, Inc. | 1,551,421 | $1.78 億 | 0.42% | −1,719,898−52.6% | 減碼 |
| UBS Group AG | 1,564,028 | $1.80 億 | 0.04% | +110,846+7.6% | 加碼 |
| Eminence Capital, LP | 1,581,489 | $1.82 億 | 3.03% | +896,264+130.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,620,700 | $1.86 億 | 0.03% | +18,930+1.2% | 加碼 |
| Wellington Management Group LLP | 1,753,098 | $2.01 億 | 0.04% | −1,486,390−45.9% | 減碼 |
| Neuberger Berman Group LLC | 1,927,068 | $2.21 億 | 0.19% | −65,423−3.3% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 1,929,972 | $2.22 億 | 0.09% | +1,929,972 | 新進 |
| First Trust Advisors LP | 2,014,499 | $2.31 億 | 0.20% | −164,488−7.5% | 減碼 |
| Brave Warrior Advisors, LLC | 2,189,608 | $2.51 億 | 5.76% | +415,218+23.4% | 加碼 |
| Smead Capital Management, Inc. | 2,377,483 | $2.73 億 | 4.68% | −226,072−8.7% | 減碼 |
| Nordea Investment Management AB | 2,417,511 | $2.75 億 | 0.29% | +166,885+7.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,460,172 | $2.82 億 | 0.23% | −595,959−19.5% | 減碼 |
| Invesco Ltd. | 2,466,713 | $2.83 億 | 0.05% | +147,400+6.4% | 加碼 |
| Goldman Sachs Group Inc | 2,544,823 | $2.92 億 | 0.06% | +442,254+21.0% | 加碼 |
| Northern Trust Corp | 2,566,632 | $2.95 億 | 0.04% | −103,079−3.9% | 減碼 |
| ACR Alpine Capital Research, LLC | 2,679,944 | $3.08 億 | 6.44% | +1,016,622+61.1% | 加碼 |
| Norges Bank | 2,683,973 | $3.08 億 | 0.04% | −406,460−13.2% | 減碼 |
| Dimensional Fund Advisors LP | 2,785,042 | $3.20 億 | 0.08% | +67,612+2.5% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 2,856,426 | $3.28 億 | 1.19% | +2,856,426 | 新進 |
| Morgan Stanley | 3,082,606 | $3.54 億 | 0.03% | −266,957−8.0% | 減碼 |
| Bank of America Corp | 3,132,330 | $3.60 億 | 0.03% | +693,679+28.4% | 加碼 |
| Principal Financial Group Inc | 3,275,703 | $3.76 億 | 0.21% | +152,378+4.9% | 加碼 |
| Capital World Investors | 4,396,586 | $5.05 億 | 0.08% | +7,196+0.2% | 加碼 |
| FMR LLC | 4,586,886 | $5.26 億 | 0.03% | −2,605,393−36.2% | 減碼 |
| JPMorgan Chase & Co | 4,893,261 | $5.62 億 | 0.04% | +676,649+16.0% | 加碼 |
| Geode Capital Management, LLC | 5,956,079 | $6.82 億 | 0.05% | +101,687+1.7% | 加碼 |
| Eagle Capital Management LLC | 7,297,990 | $8.38 億 | 3.06% | +7,297,990 | 新進 |
| Manufacturers Life Insurance Company, The | 8,894,125 | $10.2 億 | 0.97% | +2,777,567+45.4% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 9,439,955 | $10.8 億 | 17.22% | +275,220+3.0% | 加碼 |
| Aristotle Capital Management, LLC | 9,755,016 | $11.2 億 | 2.23% | −272,978−2.7% | 減碼 |
| State Street Corp | 10,691,356 | $12.3 億 | 0.05% | −845,883−7.3% | 減碼 |
| BlackRock, Inc. | 21,843,423 | $25.1 億 | 0.05% | −3,063,474−12.3% | 減碼 |
| Vanguard Group Inc | 25,868,288 | $29.7 億 | 0.05% | −382,199−1.5% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Lone Pine Capital LLC大師孤松資本 | 0 | $0 | 0.00% | −1,717,903−100.0% | 清倉 |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −920,282−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −395,605−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −304,940−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −223,117−100.0% | 清倉 |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −147,583−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −143,827−100.0% | 清倉 |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −123,938−100.0% | 清倉 |
| Hardman Johnston Global Advisors LLC | 0 | $0 | 0.00% | −104,700−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −97,113−100.0% | 清倉 |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −86,708−100.0% | 清倉 |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −73,544−100.0% | 清倉 |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −71,999−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −65,968−100.0% | 清倉 |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −61,266−100.0% | 清倉 |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −44,464−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −40,741−100.0% | 清倉 |
| Sophron Capital Management L.P. | 0 | $0 | 0.00% | −39,130−100.0% | 清倉 |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −33,456−100.0% | 清倉 |
| Sagefield Capital LP | 0 | $0 | 0.00% | −32,458−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −27,231−100.0% | 清倉 |
| Ruffer LLP | 0 | $0 | 0.00% | −23,617−100.0% | 清倉 |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −22,871−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,380−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −20,340−100.0% | 清倉 |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −16,034−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −15,471−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,341−100.0% | 清倉 |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −13,257−100.0% | 清倉 |
| Stance Capital LLC | 0 | $0 | 0.00% | −11,274−100.0% | 清倉 |