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 2 季 13F 持有人
Lennar Corp 在 2025/6/30 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
- 939
- 較 2025 年第 1 季 −17 家
- 持有股數
- 2.25 億
- 較 2025 年第 1 季 +321.4 萬 (+1.4%)
- 總市值
- $249.0 億
- 較 2025 年第 1 季 −$5.55 億 (−2.2%)
- 新進機構
- 116
- 另有 351 家加碼
- 清倉機構
- 133
- 另有 343 家減碼
另有 12 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,919,216 | $29.8 億 | 0.05% | +1,050,928+4.1% | 加碼 |
| BlackRock, Inc. | 21,436,596 | $23.7 億 | 0.05% | −406,827−1.9% | 減碼 |
| State Street Corp | 10,840,603 | $12.0 億 | 0.04% | +149,247+1.4% | 加碼 |
| Aristotle Capital Management, LLC | 9,680,891 | $10.7 億 | 2.06% | −74,125−0.8% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 9,493,585 | $10.5 億 | 15.62% | +53,630+0.6% | 加碼 |
| Eagle Capital Management LLC | 9,036,657 | $10.0 億 | 3.29% | +1,738,667+23.8% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 7,048,993 | $7.80 億 | 0.30% | +5,119,021+265.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,636,441 | $7.34 億 | 0.66% | −2,257,684−25.4% | 減碼 |
| Geode Capital Management, LLC | 5,992,469 | $6.61 億 | 0.05% | +36,390+0.6% | 加碼 |
| JPMorgan Chase & Co | 5,100,232 | $5.64 億 | 0.04% | +206,971+4.2% | 加碼 |
| FMR LLC | 4,715,671 | $5.22 億 | 0.03% | +128,785+2.8% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 4,129,650 | $4.57 億 | 1.54% | +1,273,224+44.6% | 加碼 |
| Morgan Stanley | 3,703,067 | $4.10 億 | 0.03% | +620,461+20.1% | 加碼 |
| Principal Financial Group Inc | 3,364,610 | $3.72 億 | 0.20% | +88,907+2.7% | 加碼 |
| Capital World Investors | 3,253,543 | $3.60 億 | 0.05% | −1,143,043−26.0% | 減碼 |
| Norges Bank | 3,056,746 | $3.38 億 | 0.04% | +372,773+13.9% | 加碼 |
| ACR Alpine Capital Research, LLC | 2,955,813 | $3.27 億 | 5.85% | +275,869+10.3% | 加碼 |
| Bank of America Corp | 2,764,751 | $3.06 億 | 0.02% | −367,579−11.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,745,818 | $3.04 億 | 0.07% | −39,224−1.4% | 減碼 |
| Goldman Sachs Group Inc | 2,599,942 | $2.88 億 | 0.05% | +55,119+2.2% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 2,523,594 | $2.79 億 | 0.81% | +1,172,068+86.7% | 加碼 |
| Northern Trust Corp | 2,474,137 | $2.74 億 | 0.04% | −92,495−3.6% | 減碼 |
| First Trust Advisors LP | 2,347,890 | $2.60 億 | 0.21% | +333,391+16.5% | 加碼 |
| Invesco Ltd. | 2,254,156 | $2.49 億 | 0.04% | −212,557−8.6% | 減碼 |
| Nordea Investment Management AB | 2,197,646 | $2.42 億 | 0.22% | −219,865−9.1% | 減碼 |
| Brave Warrior Advisors, LLC | 2,157,127 | $2.39 億 | 5.47% | −32,481−1.5% | 減碼 |
| Smead Capital Management, Inc. | 2,097,906 | $2.32 億 | 4.65% | −279,577−11.8% | 減碼 |
| Neuberger Berman Group LLC | 1,831,435 | $2.03 億 | 0.16% | −95,633−5.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,693,185 | $1.87 億 | 0.03% | +72,485+4.5% | 加碼 |
| Qube Research & Technologies Ltd | 1,522,710 | $1.68 億 | 0.23% | −11,043−0.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,502,385 | $1.66 億 | 0.12% | −957,787−38.9% | 減碼 |
| Eminence Capital, LP | 1,467,819 | $1.62 億 | 2.39% | −113,670−7.2% | 減碼 |
| Wellington Management Group LLP | 1,464,469 | $1.62 億 | 0.03% | −288,629−16.5% | 減碼 |
| Legal & General Group Plc | 1,325,593 | $1.47 億 | 0.04% | −62,377−4.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,314,672 | $1.45 億 | 0.03% | +171,117+15.0% | 加碼 |
| Pacer Advisors, Inc. | 1,215,364 | $1.34 億 | 0.34% | −336,057−21.7% | 減碼 |
| Bank of New York Mellon Corp | 1,213,244 | $1.34 億 | 0.03% | −100,087−7.6% | 減碼 |
| Wells Fargo & Company | 1,165,480 | $1.29 億 | 0.03% | +67,337+6.1% | 加碼 |
| Squarepoint Ops LLC | 1,144,601 | $1.27 億 | 0.28% | +1,026,383+868.2% | 加碼 |
| UBS Group AG | 1,104,007 | $1.22 億 | 0.03% | −460,021−29.4% | 減碼 |
| Envestnet Asset Management Inc | 1,077,184 | $1.19 億 | 0.03% | +238,099+28.4% | 加碼 |
| Kempen Capital Management N.V. | 816,579 | $9,032 萬 | 0.86% | +816,579 | 新進 |
| Jacobs Levy Equity Management, Inc | 795,711 | $8,801 萬 | 0.35% | +59,221+8.0% | 加碼 |
| HSBC Holdings PLC | 794,682 | $8,791 萬 | 0.06% | −69,710−8.1% | 減碼 |
| Barclays PLC | 756,192 | $8,364 萬 | 0.03% | −12,375−1.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 755,760 | $8,359 萬 | 0.07% | −167,688−18.2% | 減碼 |
| Royal Bank of Canada | 710,918 | $7,863 萬 | 0.02% | −79,386−10.0% | 減碼 |
| Swiss National Bank | 702,872 | $7,774 萬 | 0.05% | +29,300+4.3% | 加碼 |
| AQR Capital Management LLC | 699,605 | $7,703 萬 | 0.06% | −285,594−29.0% | 減碼 |
| LSV Asset Management | 673,386 | $7,448 萬 | 0.17% | −62,746−8.5% | 減碼 |
| SEI Investments Co | 641,687 | $7,097 萬 | 0.08% | −20,184−3.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 634,920 | $7,023 萬 | 0.04% | +21,701+3.5% | 加碼 |
| Nuveen, LLC | 608,866 | $6,735 萬 | 0.02% | +9,018+1.5% | 加碼 |
| Two Sigma Advisers, LP | 589,055 | $6,516 萬 | 0.13% | +158,400+36.8% | 加碼 |
| Ameriprise Financial Inc | 558,893 | $6,184 萬 | 0.02% | −104,667−15.8% | 減碼 |
| Deutsche Bank AG | 552,484 | $6,111 萬 | 0.02% | −6,137−1.1% | 減碼 |
| Amundi | 516,862 | $5,947 萬 | 0.02% | −285,975−35.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 535,739 | $5,926 萬 | 0.13% | −9,247−1.7% | 減碼 |
| Renaissance Technologies LLC | 515,833 | $5,706 萬 | 0.08% | −423,500−45.1% | 減碼 |
| Russell Investments Group, Ltd. | 511,303 | $5,649 萬 | 0.07% | +136,974+36.6% | 加碼 |
| Rhumbline Advisers | 497,775 | $5,506 萬 | 0.05% | +6,437+1.3% | 加碼 |
| TCW Group Inc | 494,197 | $5,466 萬 | 0.43% | −60,666−10.9% | 減碼 |
| Citigroup Inc | 465,241 | $5,146 萬 | 0.04% | +18,392+4.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 454,585 | $5,028 萬 | 0.58% | +65,485+16.8% | 加碼 |
| Two Sigma Investments, LP | 452,656 | $5,007 萬 | 0.09% | +326,953+260.1% | 加碼 |
| River Road Asset Management, LLC | 443,477 | $4,975 萬 | 0.63% | +205,234+86.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 448,984 | $4,966 萬 | 2.47% | +43,051+10.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 439,910 | $4,866 萬 | 0.04% | +6,238+1.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 438,281 | $4,848 萬 | 0.37% | +219,228+100.1% | 加碼 |
| Voloridge Investment Management, LLC | 436,918 | $4,833 萬 | 0.18% | −14,154−3.1% | 減碼 |
| California Public Employees Retirement System | 410,731 | $4,543 萬 | 0.03% | +19,941+5.1% | 加碼 |
| Freestone Grove Partners LP | 405,139 | $4,481 萬 | 0.34% | +405,139 | 新進 |
| National Pension Service | 403,849 | $4,467 萬 | 0.04% | −17,271−4.1% | 減碼 |
| California State Teachers Retirement System | 398,542 | $4,408 萬 | 0.05% | +39,568+11.0% | 加碼 |
| Clearbridge Investments, LLC | 388,321 | $4,295 萬 | 0.03% | +228,186+142.5% | 加碼 |
| Raymond James Financial Inc | 387,690 | $4,288 萬 | 0.01% | −17,836−4.4% | 減碼 |
| Price T Rowe Associates Inc | 360,821 | $3,991 萬 | 0.00% | +815+0.2% | 加碼 |
| Assetmark, Inc | 346,674 | $3,835 萬 | 0.09% | +12,158+3.6% | 加碼 |
| Susquehanna International Group, LLP | 343,079 | $3,795 萬 | 0.06% | +216,688+171.4% | 加碼 |
| Antipodes Partners Ltd | 340,001 | $3,761 萬 | 1.17% | −24,039−6.6% | 減碼 |
| Prana Capital Management, LP | 333,791 | $3,692 萬 | 1.34% | +333,791 | 新進 |
| AustralianSuper Pty Ltd | 322,837 | $3,571 萬 | 0.18% | 00.0% | 不變 |
| Ceredex Value Advisors LLC | 307,068 | $3,396 萬 | 0.73% | −25,085−7.6% | 減碼 |
| Millennium Management LLC | 304,100 | $3,364 萬 | 0.03% | −486,983−61.6% | 減碼 |
| Berkshire Asset Management LLC | 303,788 | $3,360 萬 | 1.52% | −987−0.3% | 減碼 |
| CBOE Vest Financial, LLC | 294,352 | $3,256 萬 | 0.46% | +50,552+20.7% | 加碼 |
| Boston Partners | 289,337 | $3,200 萬 | 0.04% | −790,549−73.2% | 減碼 |
| Alliancebernstein L.P. | 281,039 | $3,109 萬 | 0.01% | −9,585−3.3% | 減碼 |
| Capital Fund Management S.A. | 274,101 | $3,032 萬 | 0.33% | +19,326+7.6% | 加碼 |
| Pictet Asset Management Holding SA | 272,545 | $3,015 萬 | 0.03% | −135,244−33.2% | 減碼 |
| American Century Companies Inc | 270,822 | $2,996 萬 | 0.02% | +57,381+26.9% | 加碼 |
| Salem Investment Counselors Inc | 264,540 | $2,926 萬 | 0.93% | −3,627−1.4% | 減碼 |
| Victory Capital Management Inc | 254,723 | $2,817 萬 | 0.02% | −923,036−78.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 252,523 | $2,793 萬 | 0.06% | −36,159−12.5% | 減碼 |
| Quantinno Capital Management LP | 245,787 | $2,719 萬 | 0.12% | +13,190+5.7% | 加碼 |
| Bridgewater Associates, LP | 238,744 | $2,641 萬 | 0.11% | +179,675+304.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 233,105 | $2,578 萬 | 0.08% | −63,429−21.4% | 減碼 |
| Sapient Capital LLC | 232,414 | $2,571 萬 | 0.46% | +124,273+114.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 232,380 | $2,570 萬 | 0.05% | +2,470+1.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 230,000 | $2,544 萬 | 0.30% | +230,000 | 新進 |