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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 87,375 | $1,003 萬 | 0.05% | +3,258+3.9% | 加碼 |
| Allianz Asset Management GmbH | 87,471 | $1,004 萬 | 0.01% | −19,356−18.1% | 減碼 |
| Franklin Resources Inc | 88,408 | $1,015 萬 | 0.00% | −8,140−8.4% | 減碼 |
| Ensign Peak Advisors, Inc | 88,420 | $1,015 萬 | 0.02% | −14,995−14.5% | 減碼 |
| Schroder Investment Management Group | 89,718 | $1,022 萬 | 0.01% | −64,360−41.8% | 減碼 |
| Mariner, LLC | 89,351 | $1,026 萬 | 0.02% | +26,439+42.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 90,500 | $1,039 萬 | 0.08% | −9,400−9.4% | 減碼 |
| Truist Financial Corp | 90,966 | $1,044 萬 | 0.02% | −13,567−13.0% | 減碼 |
| Mackenzie Financial Corp | 91,804 | $1,054 萬 | 0.01% | −23,361−20.3% | 減碼 |
| Janney Montgomery Scott LLC | 92,775 | $1,065 萬 | 0.03% | +92,775 | 新進 |
| Railway Pension Investments Ltd | 93,900 | $1,078 萬 | 0.15% | 00.0% | 不變 |
| Danske Bank A/S | 98,014 | $1,125 萬 | 0.03% | −23,322−19.2% | 減碼 |
| Horiko Capital Management LLC | 99,087 | $1,136 萬 | 3.34% | +3,941+4.1% | 加碼 |
| Miller Investment Management, LP | 99,415 | $1,141 萬 | 1.26% | −105−0.1% | 減碼 |
| Asset Management One Co.,Ltd. | 100,259 | $1,151 萬 | 0.04% | +7,838+8.5% | 加碼 |
| Oakcliff Capital Partners, LP | 104,000 | $1,194 萬 | 6.29% | +104,000 | 新進 |
| Treasurer of the State of North Carolina | 105,256 | $1,208 萬 | 0.05% | +1,820+1.8% | 加碼 |
| Carmel Capital Partners, LLC | 106,393 | $1,221 萬 | 4.80% | +16,127+17.9% | 加碼 |
| Man Group plc | 106,503 | $1,222 萬 | 0.04% | −400,219−79.0% | 減碼 |
| Nomura Asset Management Co Ltd | 107,667 | $1,236 萬 | 0.04% | −3,856−3.5% | 減碼 |
| Sapient Capital LLC | 108,141 | $1,241 萬 | 0.24% | +57+0.1% | 加碼 |
| Atria Investments LLC | 111,955 | $1,285 萬 | 0.16% | +21,159+23.3% | 加碼 |
| Empowered Funds, LLC | 115,940 | $1,331 萬 | 0.19% | −22,505−16.3% | 減碼 |
| Warther Private Wealth, LLC | 116,459 | $1,337 萬 | 4.45% | +116,459 | 新進 |
| Squarepoint Ops LLC | 118,218 | $1,357 萬 | 0.03% | +86,358+271.1% | 加碼 |
| TD Asset Management Inc | 118,839 | $1,364 萬 | 0.01% | −13,405−10.1% | 減碼 |
| Verition Fund Management LLC | 121,290 | $1,392 萬 | 0.08% | +48,341+66.3% | 加碼 |
| Mercer Global Advisors Inc | 122,449 | $1,405 萬 | 0.03% | −66,840−35.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 122,472 | $1,406 萬 | 0.04% | −2,848−2.3% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 123,673 | $1,420 萬 | 0.24% | −81,161−39.6% | 減碼 |
| Two Sigma Investments, LP | 125,703 | $1,443 萬 | 0.03% | +115,002+1,074.7% | 加碼 |
| Susquehanna International Group, LLP | 126,391 | $1,451 萬 | 0.02% | −26,534−17.4% | 減碼 |
| ExodusPoint Capital Management, LP | 129,148 | $1,482 萬 | 0.20% | +99,789+339.9% | 加碼 |
| New York State Common Retirement Fund | 129,330 | $1,484 萬 | 0.02% | −5,500−4.1% | 減碼 |
| Perpetual Ltd | 129,815 | $1,490 萬 | 0.18% | +129,815 | 新進 |
| Prudential Financial Inc | 132,021 | $1,515 萬 | 0.02% | −90,647−40.7% | 減碼 |
| Aquatic Capital Management LLC | 132,779 | $1,524 萬 | 0.39% | +132,779 | 新進 |
| Pacific Heights Asset Management LLC | 133,000 | $1,527 萬 | 1.04% | +73,000+121.7% | 加碼 |
| Walleye Capital LLC | 134,730 | $1,546 萬 | 0.17% | +124,960+1,279.0% | 加碼 |
| Achmea Investment Management B.V. | 136,126 | $1,562 萬 | 0.23% | +825+0.6% | 加碼 |
| Marshall Wace, LLP | 137,884 | $1,583 萬 | 0.02% | +105,660+327.9% | 加碼 |
| Factory Mutual Insurance Co | 139,500 | $1,601 萬 | 0.19% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 142,494 | $1,636 萬 | 0.08% | +500+0.4% | 加碼 |
| Twinbeech Capital LP | 144,051 | $1,653 萬 | 0.30% | −35,306−19.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 148,552 | $1,705 萬 | 0.01% | +89,448+151.3% | 加碼 |
| Clearbridge Investments, LLC | 160,135 | $1,838 萬 | 0.02% | −40,874−20.3% | 減碼 |
| KBC Group NV | 160,505 | $1,842 萬 | 0.06% | +7,562+4.9% | 加碼 |
| Great West Life Assurance Co | 160,680 | $1,847 萬 | 0.03% | −27,352−14.5% | 減碼 |
| Natixis Advisors, L.P. | 162,557 | $1,866 萬 | 0.03% | −10,405−6.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 163,407 | $1,876 萬 | 0.02% | −510,511−75.8% | 減碼 |
| Distillate Capital Partners LLC | 164,172 | $1,884 萬 | 0.97% | +13,727+9.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 173,027 | $1,986 萬 | 0.04% | −100,165−36.7% | 減碼 |
| QRG Capital Management, Inc. | 173,409 | $1,990 萬 | 0.21% | −82,722−32.3% | 減碼 |
| Korea Investment CORP | 174,341 | $2,001 萬 | 0.05% | −38,780−18.2% | 減碼 |
| National Bank of Canada | 176,186 | $2,022 萬 | 0.02% | +58,073+49.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 181,272 | $2,083 萬 | 0.21% | −39,347−17.8% | 減碼 |
| LPL Financial LLC | 182,385 | $2,093 萬 | 0.01% | +39,961+28.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 183,246 | $2,098 萬 | 0.04% | −15,072−7.6% | 減碼 |
| Rafferty Asset Management, LLC | 183,136 | $2,102 萬 | 0.09% | −551−0.3% | 減碼 |
| Bamco Inc | 184,914 | $2,122 萬 | 0.06% | −168,389−47.7% | 減碼 |
| Bank of Montreal | 188,429 | $2,163 萬 | 0.01% | −93,709−33.2% | 減碼 |
| Spears Abacus Advisors LLC | 190,602 | $2,188 萬 | 0.47% | −324,368−63.0% | 減碼 |
| Capstone Investment Advisors, LLC | 191,557 | $2,199 萬 | 0.20% | +180,323+1,605.2% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 206,896 | $2,375 萬 | 2.18% | −1,975−0.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 208,763 | $2,396 萬 | 0.05% | +4,332+2.1% | 加碼 |
| American Century Companies Inc | 213,441 | $2,450 萬 | 0.02% | −123,782−36.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 219,053 | $2,514 萬 | 0.17% | +53,613+32.4% | 加碼 |
| Bank of Nova Scotia | 220,894 | $2,535 萬 | 0.06% | −2,417−1.1% | 減碼 |
| New York State Teachers Retirement System | 223,996 | $2,571 萬 | 0.06% | −12,204−5.2% | 減碼 |
| STRS Ohio | 229,000 | $2,628 萬 | 0.11% | −15,490−6.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 229,910 | $2,639 萬 | 0.05% | 00.0% | 不變 |
| Quantinno Capital Management LP | 232,597 | $2,670 萬 | 0.17% | +178,173+327.4% | 加碼 |
| Canada Pension Plan Investment Board | 234,167 | $2,688 萬 | 0.03% | +65,969+39.2% | 加碼 |
| River Road Asset Management, LLC | 238,243 | $2,735 萬 | 0.37% | −153,281−39.1% | 減碼 |
| CBOE Vest Financial, LLC | 243,800 | $2,798 萬 | 0.43% | +9,002+3.8% | 加碼 |
| Capital Fund Management S.A. | 254,775 | $2,924 萬 | 0.37% | −38,175−13.0% | 減碼 |
| HRT Financial LP | 260,302 | $2,988 萬 | 0.19% | +182,057+232.7% | 加碼 |
| Salem Investment Counselors Inc | 268,167 | $3,078 萬 | 1.07% | −1,865−0.7% | 減碼 |
| State of Wisconsin Investment Board | 269,061 | $3,088 萬 | 0.08% | +14,698+5.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 288,682 | $3,313 萬 | 0.09% | +4,128+1.5% | 加碼 |
| Alliancebernstein L.P. | 290,624 | $3,336 萬 | 0.01% | +4,236+1.5% | 加碼 |
| Berkshire Asset Management LLC | 304,775 | $3,339 萬 | 1.60% | +304,775 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 296,534 | $3,404 萬 | 0.11% | +57,476+24.0% | 加碼 |
| Brandywine Global Investment Management, LLC | 319,055 | $3,662 萬 | 0.26% | +78,436+32.6% | 加碼 |
| AustralianSuper Pty Ltd | 322,837 | $3,706 萬 | 0.21% | +322,837 | 新進 |
| Ceredex Value Advisors LLC | 332,153 | $3,812 萬 | 0.83% | +332,153 | 新進 |
| Assetmark, Inc | 334,516 | $3,840 萬 | 0.11% | +21,456+6.9% | 加碼 |
| Blue Whale Capital LLP | 342,711 | $3,934 萬 | 3.18% | +342,711 | 新進 |
| Citadel Advisors LLC | 346,660 | $3,979 萬 | 0.04% | +220,139+174.0% | 加碼 |
| Jane Street Group, LLC | 357,990 | $4,109 萬 | 0.07% | +55,145+18.2% | 加碼 |
| California State Teachers Retirement System | 358,974 | $4,120 萬 | 0.05% | −3,136−0.9% | 減碼 |
| Price T Rowe Associates Inc | 360,006 | $4,132 萬 | 0.01% | +8,080+2.3% | 加碼 |
| Antipodes Partners Ltd | 364,040 | $4,179 萬 | 1.31% | +364,040 | 新進 |
| Tudor Investment Corp Et Al | 370,924 | $4,257 萬 | 0.38% | +127,831+52.6% | 加碼 |
| Russell Investments Group, Ltd. | 374,329 | $4,288 萬 | 0.06% | −159,426−29.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 389,100 | $4,466 萬 | 0.55% | +182,588+88.4% | 加碼 |
| California Public Employees Retirement System | 390,790 | $4,485 萬 | 0.03% | −19,627−4.8% | 減碼 |
| Raymond James Financial Inc | 405,526 | $4,655 萬 | 0.02% | +14,087+3.6% | 加碼 |
| Basswood Capital Management, L.L.C. | 405,933 | $4,659 萬 | 2.62% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 407,789 | $4,681 萬 | 0.05% | +60,101+17.3% | 加碼 |