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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 32,785 | $376.3 萬 | 0.14% | +3,189+10.8% | 加碼 |
| American Trust Investment Advisors, LLC | 32,816 | $376.7 萬 | 1.58% | +3,115+10.5% | 加碼 |
| Sanctuary Advisors, LLC | 32,892 | $377.5 萬 | 0.03% | −10,717−24.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 33,203 | $381.1 萬 | 0.04% | −976−2.9% | 減碼 |
| Daiwa Securities Group Inc. | 33,414 | $383.5 萬 | 0.02% | +1,260+3.9% | 加碼 |
| Pathstone Holdings, LLC | 33,869 | $388.8 萬 | 0.02% | +4,218+14.2% | 加碼 |
| 683 Capital Management, LLC | 35,000 | $401.7 萬 | 0.41% | +27,500+366.7% | 加碼 |
| Armistice Capital, LLC | 35,000 | $401.7 萬 | 0.11% | +35,000 | 新進 |
| Macquarie Group Ltd | 35,271 | $404.1 萬 | 0.01% | −7,454−17.4% | 減碼 |
| Hudson Bay Capital Management LP | 35,809 | $411.0 萬 | 0.03% | +35,809 | 新進 |
| CIBC Asset Management Inc | 36,114 | $414.5 萬 | 0.01% | −893−2.4% | 減碼 |
| KWMG, LLC | 37,153 | $426.4 萬 | 0.43% | +2,341+6.7% | 加碼 |
| Unison Advisors LLC | 37,170 | $426.6 萬 | 0.54% | +130+0.4% | 加碼 |
| Jefferies Financial Group Inc. | 37,696 | $432.7 萬 | 0.07% | +33,208+739.9% | 加碼 |
| Knightsbridge Asset Management, LLC | 37,781 | $433.7 萬 | 1.11% | −3,256−7.9% | 減碼 |
| Engineers Gate Manager LP | 37,813 | $434.0 萬 | 0.07% | −5,469−12.6% | 減碼 |
| ProShare Advisors LLC | 38,038 | $436.6 萬 | 0.01% | −7,207−15.9% | 減碼 |
| Utah Retirement Systems | 38,060 | $436.9 萬 | 0.05% | −999−2.6% | 減碼 |
| Gateway Investment Advisers LLC | 38,718 | $444.4 萬 | 0.05% | +38,718 | 新進 |
| Landscape Capital Management, L.L.C. | 39,729 | $456.0 萬 | 0.41% | +39,729 | 新進 |
| Xponance, Inc. | 40,660 | $466.7 萬 | 0.05% | −57−0.1% | 減碼 |
| Forsta Ap-Fonden | 40,800 | $468.3 萬 | 0.04% | −6,400−13.6% | 減碼 |
| Hancock Whitney Corp | 41,836 | $480.2 萬 | 0.16% | +1,040+2.5% | 加碼 |
| Commonwealth Equity Services, LLC | 41,982 | $481.9 萬 | 0.01% | −8,072−16.1% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 42,041 | $482.5 萬 | 0.72% | +8,357+24.8% | 加碼 |
| DnB Asset Management AS | 42,295 | $485.5 萬 | 0.02% | +255+0.6% | 加碼 |
| USS Investment Management Ltd | 42,529 | $488.0 萬 | 0.04% | −11,739−21.6% | 減碼 |
| First Washington CORP | 43,990 | $504.9 萬 | 1.77% | +20,707+88.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 44,018 | $505.4 萬 | 0.03% | +14,883+51.1% | 加碼 |
| IFM Investors Pty Ltd | 44,047 | $505.6 萬 | 0.05% | 00.0% | 不變 |
| Van Eck Associates Corp | 44,481 | $510.6 萬 | 0.01% | +1,104+2.5% | 加碼 |
| FORA Capital, LLC | 45,282 | $519.7 萬 | 0.53% | −4,352−8.8% | 減碼 |
| British Columbia Investment Management Corp | 45,668 | $524.2 萬 | 0.03% | −61−0.1% | 減碼 |
| Amalgamated Bank | 45,934 | $527.2 萬 | 0.05% | −242−0.5% | 減碼 |
| Comerica Bank | 46,226 | $530.6 萬 | 0.02% | −3,724−7.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 47,439 | $544.5 萬 | 0.03% | −35,133−42.5% | 減碼 |
| Advisors Capital Management, LLC | 47,783 | $548.5 萬 | 0.08% | +555+1.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 48,973 | $562.1 萬 | 0.39% | 00.0% | 不變 |
| Cetera Investment Advisers | 49,544 | $568.7 萬 | 0.01% | +18,218+58.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 49,564 | $568.9 萬 | 0.10% | +1,660+3.5% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 49,601 | $569.3 萬 | 0.07% | +5,200+11.7% | 加碼 |
| Retirement Systems of Alabama | 50,179 | $576.0 萬 | 0.02% | −1,526−3.0% | 減碼 |
| State of Alaska, Department of Revenue | 50,264 | $576.8 萬 | 0.07% | +6,635+15.2% | 加碼 |
| Varma Mutual Pension Insurance Co | 50,826 | $583.4 萬 | 0.05% | −5,786−10.2% | 減碼 |
| PGGM Investments | 51,522 | $591.4 萬 | 0.08% | −7,699−13.0% | 減碼 |
| CIBC World Markets Corp | 52,151 | $598.6 萬 | 0.05% | +14,497+38.5% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 52,293 | $600.2 萬 | 0.04% | +630+1.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,401 | $612.9 萬 | 0.04% | +2,623+5.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,493 | $614.0 萬 | 0.02% | +3,398+6.8% | 加碼 |
| Corebridge Financial, Inc. | 53,630 | $615.6 萬 | 0.04% | −2,891−5.1% | 減碼 |
| Czech National Bank | 53,634 | $615.6 萬 | 0.06% | +1,855+3.6% | 加碼 |
| Abn Amro Investment Solutions | 54,123 | $621.2 萬 | 0.13% | −1,760−3.1% | 減碼 |
| Legacy Trust | 54,273 | $622.9 萬 | 1.50% | +4,792+9.7% | 加碼 |
| Centiva Capital, LP | 54,929 | $630.5 萬 | 0.36% | +24,322+79.5% | 加碼 |
| Asset Management Advisors, LLC | 55,122 | $632.7 萬 | 4.31% | +1,780+3.3% | 加碼 |
| Janus Henderson Group PLC | 56,410 | $642.4 萬 | 0.00% | −47,962−46.0% | 減碼 |
| Wealthfront Advisers LLC | 56,076 | $643.6 萬 | 0.02% | +11,453+25.7% | 加碼 |
| Bogart Wealth, LLC | 56,298 | $646.2 萬 | 0.31% | +56,279+296,205.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 56,698 | $650.8 萬 | 0.06% | +589+1.0% | 加碼 |
| Standard Life Aberdeen plc | 58,024 | $658.8 萬 | 0.01% | −94−0.2% | 減碼 |
| Stockman Wealth Management, Inc. | 58,220 | $668.2 萬 | 0.99% | +58,220 | 新進 |
| Bridgewater Associates, LP | 59,069 | $678.0 萬 | 0.03% | −267,449−81.9% | 減碼 |
| CI Private Wealth, LLC | 59,092 | $678.3 萬 | 0.01% | −1,947−3.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 59,266 | $680.3 萬 | 0.16% | +11,057+22.9% | 加碼 |
| Glenmede Trust Co NA | 60,492 | $694.3 萬 | 0.04% | +37,845+167.1% | 加碼 |
| MetLife Investment Management | 60,582 | $695.4 萬 | 0.04% | −2,559−4.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 60,890 | $698.9 萬 | 0.06% | −8,903−12.8% | 減碼 |
| Shufro Rose & Co LLC | 61,068 | $700.9 萬 | 0.55% | −735−1.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 61,220 | $702.7 萬 | 0.48% | −61,922−50.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 61,381 | $704.5 萬 | 0.07% | +27,731+82.4% | 加碼 |
| Picton Mahoney Asset Management | 61,796 | $709.3 萬 | 0.24% | +11,163+22.0% | 加碼 |
| Tower Bridge Advisors | 62,592 | $718.4 萬 | 0.80% | −7,644−10.9% | 減碼 |
| Parkwood LLC | 64,069 | $735.4 萬 | 0.72% | +2,972+4.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 67,146 | $753.5 萬 | 0.01% | −49,710−42.5% | 減碼 |
| Brevan Howard Capital Management LP | 66,465 | $762.9 萬 | 0.21% | +49,625+294.7% | 加碼 |
| Credit Agricole S A | 67,709 | $777.2 萬 | 0.03% | +4,307+6.8% | 加碼 |
| Montgomery Investment Management Inc | 68,463 | $785.8 萬 | 3.13% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 68,857 | $790.3 萬 | 0.00% | −30,158−30.5% | 減碼 |
| Voya Investment Management LLC | 68,877 | $790.6 萬 | 0.01% | −1,096−1.6% | 減碼 |
| Arizona State Retirement System | 69,077 | $792.9 萬 | 0.05% | −286−0.4% | 減碼 |
| One Madison Group LLC | 70,000 | $803.5 萬 | 1.05% | −55,000−44.0% | 減碼 |
| M&T Bank Corp | 71,243 | $817.8 萬 | 0.03% | −8,189−10.3% | 減碼 |
| Teacher Retirement System of Texas | 72,682 | $834.2 萬 | 0.03% | −50,697−41.1% | 減碼 |
| JGP Wealth Management, LLC | 73,502 | $843.7 萬 | 1.11% | −5,871−7.4% | 減碼 |
| Handelsbanken Fonder AB | 73,904 | $848.3 萬 | 0.03% | +71+0.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 74,401 | $854.0 萬 | 0.04% | −8,928−10.7% | 減碼 |
| State of Tennessee, Treasury Department | 75,259 | $863.8 萬 | 0.03% | −37,067−33.0% | 減碼 |
| Cambria Investment Management, L.P. | 75,615 | $867.9 萬 | 0.61% | −10,889−12.6% | 減碼 |
| Stifel Financial Corp | 76,261 | $875.4 萬 | 0.01% | +4,582+6.4% | 加碼 |
| Storebrand Asset Management AS | 77,561 | $890.2 萬 | 0.03% | −10,717−12.1% | 減碼 |
| Private Advisory Group LLC | 78,033 | $895.7 萬 | 1.02% | +38,864+99.2% | 加碼 |
| Resona Asset Management Co.,Ltd. | 80,526 | $923.3 萬 | 0.05% | +5,418+7.2% | 加碼 |
| Public Employees Retirement System of Ohio | 81,648 | $937.2 萬 | 0.03% | −30,452−27.2% | 減碼 |
| Illinois Municipal Retirement Fund | 81,810 | $939.0 萬 | 0.14% | +16,425+25.1% | 加碼 |
| Toronto Dominion Bank | 82,641 | $948.6 萬 | 0.02% | −45,124−35.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 82,948 | $952.1 萬 | 0.02% | −46,013−35.7% | 減碼 |
| State of Michigan Retirement System | 83,215 | $955.1 萬 | 0.06% | −5,700−6.4% | 減碼 |
| Lyell Wealth Management, LP | 83,285 | $955.9 萬 | 0.89% | +124+0.1% | 加碼 |
| Cerity Partners LLC | 85,668 | $983.3 萬 | 0.02% | −892−1.0% | 減碼 |
| American Assets Investment Management, LLC | 86,370 | $991.4 萬 | 0.87% | 00.0% | 不變 |