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 3 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 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 | 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 | 1,021 | $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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 1,144,601 | $1.27 億 | 0.28% | +1,026,383+868.2% | 加碼 |
| Wells Fargo & Company | 1,165,480 | $1.29 億 | 0.03% | +67,337+6.1% | 加碼 |
| Bank of New York Mellon Corp | 1,213,244 | $1.34 億 | 0.03% | −100,087−7.6% | 減碼 |
| Pacer Advisors, Inc. | 1,215,364 | $1.34 億 | 0.34% | −336,057−21.7% | 減碼 |
| UBS Asset Management Americas Inc | 1,314,672 | $1.45 億 | 0.03% | +171,117+15.0% | 加碼 |
| Legal & General Group Plc | 1,325,593 | $1.47 億 | 0.04% | −62,377−4.5% | 減碼 |
| Wellington Management Group LLP | 1,464,469 | $1.62 億 | 0.03% | −288,629−16.5% | 減碼 |
| Eminence Capital, LP | 1,467,819 | $1.62 億 | 2.39% | −113,670−7.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,502,385 | $1.66 億 | 0.12% | −957,787−38.9% | 減碼 |
| Qube Research & Technologies Ltd | 1,522,710 | $1.68 億 | 0.23% | −11,043−0.7% | 減碼 |
| Charles Schwab Investment Management Inc | 1,693,185 | $1.87 億 | 0.03% | +72,485+4.5% | 加碼 |
| Neuberger Berman Group LLC | 1,831,435 | $2.03 億 | 0.16% | −95,633−5.0% | 減碼 |
| Smead Capital Management, Inc. | 2,097,906 | $2.32 億 | 4.65% | −279,577−11.8% | 減碼 |
| Brave Warrior Advisors, LLC | 2,157,127 | $2.39 億 | 5.47% | −32,481−1.5% | 減碼 |
| Nordea Investment Management AB | 2,197,646 | $2.42 億 | 0.22% | −219,865−9.1% | 減碼 |
| Invesco Ltd. | 2,254,156 | $2.49 億 | 0.04% | −212,557−8.6% | 減碼 |
| First Trust Advisors LP | 2,347,890 | $2.60 億 | 0.21% | +333,391+16.5% | 加碼 |
| Northern Trust Corp | 2,474,137 | $2.74 億 | 0.04% | −92,495−3.6% | 減碼 |
| 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 |
| Goldman Sachs Group Inc | 2,599,942 | $2.88 億 | 0.05% | +55,119+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,745,818 | $3.04 億 | 0.07% | −39,224−1.4% | 減碼 |
| Bank of America Corp | 2,764,751 | $3.06 億 | 0.02% | −367,579−11.7% | 減碼 |
| ACR Alpine Capital Research, LLC | 2,955,813 | $3.27 億 | 5.85% | +275,869+10.3% | 加碼 |
| Norges Bank | 3,056,746 | $3.38 億 | 0.04% | +372,773+13.9% | 加碼 |
| Capital World Investors | 3,253,543 | $3.60 億 | 0.05% | −1,143,043−26.0% | 減碼 |
| Principal Financial Group Inc | 3,364,610 | $3.72 億 | 0.20% | +88,907+2.7% | 加碼 |
| Morgan Stanley | 3,703,067 | $4.10 億 | 0.03% | +620,461+20.1% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 4,129,650 | $4.57 億 | 1.54% | +1,273,224+44.6% | 加碼 |
| FMR LLC | 4,715,671 | $5.22 億 | 0.03% | +128,785+2.8% | 加碼 |
| JPMorgan Chase & Co | 5,100,232 | $5.64 億 | 0.04% | +206,971+4.2% | 加碼 |
| Geode Capital Management, LLC | 5,992,469 | $6.61 億 | 0.05% | +36,390+0.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,636,441 | $7.34 億 | 0.66% | −2,257,684−25.4% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 7,048,993 | $7.80 億 | 0.30% | +5,119,021+265.2% | 加碼 |
| Eagle Capital Management LLC | 9,036,657 | $10.0 億 | 3.29% | +1,738,667+23.8% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 9,493,585 | $10.5 億 | 15.62% | +53,630+0.6% | 加碼 |
| Aristotle Capital Management, LLC | 9,680,891 | $10.7 億 | 2.06% | −74,125−0.8% | 減碼 |
| State Street Corp | 10,840,603 | $12.0 億 | 0.04% | +149,247+1.4% | 加碼 |
| BlackRock, Inc. | 21,436,596 | $23.7 億 | 0.05% | −406,827−1.9% | 減碼 |
| Vanguard Group Inc | 26,919,216 | $29.8 億 | 0.05% | +1,050,928+4.1% | 加碼 |
| Activest Wealth Management | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| D1 Capital Partners L.P.大師D1 資本 | 0 | $0 | 0.00% | −468,433−100.0% | 清倉 |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −466,752−100.0% | 清倉 |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −342,711−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −260,302−100.0% | 清倉 |
| Bamco Inc | 0 | $0 | 0.00% | −184,914−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −164,172−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −163,407−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −144,051−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −132,779−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −129,148−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −106,503−100.0% | 清倉 |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −93,900−100.0% | 清倉 |
| One Madison Group LLC | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −61,796−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −53,630−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −51,522−100.0% | 清倉 |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −50,826−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,813−100.0% | 清倉 |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −37,781−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −30,882−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −28,038−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,055−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −22,627−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −22,145−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,049−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −17,617−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,277−100.0% | 清倉 |
| Mark Asset Management LP | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −15,710−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −16,545−100.0% | 清倉 |
| Capital International Inc | 0 | $0 | 0.00% | −15,473−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −15,010−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −14,545−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,248−100.0% | 清倉 |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −13,195−100.0% | 清倉 |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −12,466−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −11,711−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,435−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,384−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −11,046−100.0% | 清倉 |
| VeriStar Capital Management LP | 0 | $0 | 0.00% | −10,900−100.0% | 清倉 |
| Voss Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| BNP Paribas | 0 | $0 | 0.00% | −8,650−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,741−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,614−100.0% | 清倉 |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,890−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −5,857−100.0% | 清倉 |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −5,209−100.0% | 清倉 |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −4,446−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,302−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −4,306−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,194−100.0% | 清倉 |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −4,168−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,140−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,906−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,900−100.0% | 清倉 |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −3,690−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,663−100.0% | 清倉 |