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 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 |
|---|---|---|---|---|---|
| X-Square Capital, LLC | 16,991 | $187.9 萬 | 0.68% | +176+1.0% | 加碼 |
| Clark Estates Inc | 17,000 | $188.0 萬 | 0.42% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 15,283 | $188.8 萬 | 0.36% | +7,632+99.8% | 加碼 |
| Sippican Capital Advisors | 17,118 | $189.3 萬 | 1.38% | +20.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,144 | $189.6 萬 | 0.05% | +10,000+140.0% | 加碼 |
| Twin Tree Management, LP | 17,154 | $189.7 萬 | 0.05% | +17,154 | 新進 |
| Foster & Motley Inc | 17,164 | $189.8 萬 | 0.11% | −2,404−12.3% | 減碼 |
| Lodestone Wealth Management LLC | 17,224 | $190.5 萬 | 0.93% | +44+0.3% | 加碼 |
| NEOS Investment Management LLC | 17,254 | $190.8 萬 | 0.02% | +3,566+26.1% | 加碼 |
| Ellsworth Advisors, LLC | 17,535 | $194.0 萬 | 0.47% | +897+5.4% | 加碼 |
| Public Sector Pension Investment Board | 17,542 | $194.0 萬 | 0.01% | −13,526−43.5% | 減碼 |
| Bokf, NA | 17,626 | $195.0 萬 | 0.03% | −8,247−31.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 17,696 | $195.7 萬 | 0.15% | −115−0.6% | 減碼 |
| Stance Capital LLC | 18,159 | $200.9 萬 | 0.76% | +18,159 | 新進 |
| Freedom Day Solutions, LLC | 18,185 | $201.1 萬 | 0.60% | +541+3.1% | 加碼 |
| Gateway Investment Advisers LLC | 18,391 | $203.4 萬 | 0.02% | −20,327−52.5% | 減碼 |
| Paradigm Asset Management Co LLC | 18,500 | $204.6 萬 | 0.50% | +5,500+42.3% | 加碼 |
| Vident Advisory, LLC | 18,718 | $207.0 萬 | 0.02% | +6,103+48.4% | 加碼 |
| Franklin Resources Inc | 18,823 | $208.2 萬 | 0.00% | −69,585−78.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 19,964 | $220.8 萬 | 0.09% | −703−3.4% | 減碼 |
| Flputnam Investment Management Co | 19,979 | $221.0 萬 | 0.04% | +191+1.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 20,092 | $222.2 萬 | 0.04% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 20,507 | $226.8 萬 | 0.00% | −2,397−10.5% | 減碼 |
| Capula Management Ltd | 20,697 | $228.9 萬 | 0.03% | −4,078−16.5% | 減碼 |
| Avanza Fonder AB | 21,201 | $234.5 萬 | 0.07% | −856−3.9% | 減碼 |
| Blair William & Co | 21,463 | $237.4 萬 | 0.01% | +238+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 21,529 | $238.1 萬 | 0.04% | −650−2.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 21,966 | $243.6 萬 | 0.02% | +5,443+32.9% | 加碼 |
| Polymer Capital Management (US) LLC | 22,060 | $244.0 萬 | 0.40% | +17,192+353.2% | 加碼 |
| West Oak Capital, LLC | 22,116 | $244.6 萬 | 0.97% | +3,360+17.9% | 加碼 |
| Bayesian Capital Management, LP | 22,300 | $246.7 萬 | 0.39% | +14,200+175.3% | 加碼 |
| Brinker Capital Investments, LLC | 22,521 | $249.1 萬 | 0.02% | +1,433+6.8% | 加碼 |
| Sona Asset Management (US) LLC | 23,000 | $254.4 萬 | 0.09% | +23,000 | 新進 |
| Thrivent Financial for Lutherans | 23,324 | $258.0 萬 | 0.01% | +11,345+94.7% | 加碼 |
| Delta Global Management LP | 23,769 | $262.9 萬 | 0.18% | +2,498+11.7% | 加碼 |
| Commonwealth Retirement Investments LLC | 23,886 | $264.2 萬 | 1.00% | +16,051+204.9% | 加碼 |
| Davenport & Co LLC | 23,966 | $265.1 萬 | 0.01% | +21,475+862.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 24,049 | $266.0 萬 | 0.05% | +2,964+14.1% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 24,141 | $267.0 萬 | 0.60% | +26+0.1% | 加碼 |
| HighTower Advisors, LLC | 24,490 | $270.9 萬 | 0.00% | −2,664−9.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 24,789 | $274.2 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 24,870 | $275.1 萬 | 0.01% | +402+1.6% | 加碼 |
| OP Asset Management Ltd | 24,882 | $275.2 萬 | 0.04% | −509−2.0% | 減碼 |
| Prentice Capital Management, LP | 25,000 | $276.5 萬 | 4.61% | +25,000 | 新進 |
| Arnhold LLC | 25,113 | $277.8 萬 | 0.25% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 25,122 | $277.9 萬 | 0.02% | +880+3.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,177 | $278.5 萬 | 0.01% | −2,308−8.4% | 減碼 |
| Cim, LLC | 25,185 | $278.6 萬 | 0.38% | +1,395+5.9% | 加碼 |
| Twin Capital Management Inc | 25,261 | $279.4 萬 | 0.30% | +938+3.9% | 加碼 |
| Jump Financial, LLC | 25,622 | $283.4 萬 | 0.03% | +3,345+15.0% | 加碼 |
| Kestra Advisory Services, LLC | 26,361 | $291.6 萬 | 0.01% | +2,576+10.8% | 加碼 |
| Mutual of America Capital Management LLC | 26,624 | $294.5 萬 | 0.03% | −549−2.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,518 | $304.4 萬 | 0.03% | +375+1.4% | 加碼 |
| Agf Management Ltd | 27,964 | $309.3 萬 | 0.01% | +27,964 | 新進 |
| Congress Wealth Management LLC | 28,016 | $309.9 萬 | 0.03% | +11,012+64.8% | 加碼 |
| Bank of Nova Scotia | 28,123 | $311.1 萬 | 0.01% | −192,771−87.3% | 減碼 |
| Abc Arbitrage SA | 28,190 | $311.8 萬 | 0.36% | +20,577+270.3% | 加碼 |
| Two Sigma Securities, LLC | 28,956 | $320.3 萬 | 0.40% | +23,596+440.2% | 加碼 |
| Scotia Capital Inc. | 29,271 | $323.8 萬 | 0.02% | +3,859+15.2% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 29,300 | $324.1 萬 | 0.03% | +29,300 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 29,339 | $324.5 萬 | 0.01% | +3,299+12.7% | 加碼 |
| Nissay Asset Management Corp | 29,788 | $329.5 萬 | 0.02% | −1,429−4.6% | 減碼 |
| Macquarie Group Ltd | 29,854 | $329.9 萬 | 0.00% | −5,417−15.4% | 減碼 |
| Freestone Capital Holdings, LLC | 30,184 | $333.9 萬 | 0.11% | −2,601−7.9% | 減碼 |
| Ethic Inc. | 30,327 | $334.2 萬 | 0.06% | −1,104−3.5% | 減碼 |
| Integrated Wealth Concepts LLC | 30,743 | $340.0 萬 | 0.03% | +394+1.3% | 加碼 |
| Atlantic Union Bankshares Corp | 31,220 | $345.3 萬 | 0.08% | −571−1.8% | 減碼 |
| Sanctuary Advisors, LLC | 31,558 | $349.1 萬 | 0.02% | −1,334−4.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 31,602 | $349.5 萬 | 0.03% | −45−0.1% | 減碼 |
| Occudo Quantitative Strategies LP | 31,608 | $349.6 萬 | 0.39% | +499+1.6% | 加碼 |
| New York Life Investment Management LLC | 31,617 | $349.7 萬 | 0.03% | +350+1.1% | 加碼 |
| Yousif Capital Management, LLC | 31,676 | $350.4 萬 | 0.04% | +300+1.0% | 加碼 |
| Howard Capital Management Inc. | 31,942 | $353.3 萬 | 0.05% | +820+2.6% | 加碼 |
| American Trust Investment Advisors, LLC | 32,304 | $357.3 萬 | 1.80% | −512−1.6% | 減碼 |
| Pathstone Holdings, LLC | 32,511 | $359.6 萬 | 0.01% | −1,358−4.0% | 減碼 |
| German American Bancorp, Inc. | 32,596 | $360.5 萬 | 0.35% | −181−0.6% | 減碼 |
| CIBC Asset Management Inc | 32,628 | $360.9 萬 | 0.01% | −3,486−9.7% | 減碼 |
| Brevan Howard Capital Management LP | 32,663 | $361.3 萬 | 0.04% | −33,802−50.9% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 32,694 | $361.6 萬 | 1.08% | +2,161+7.1% | 加碼 |
| Rockefeller Capital Management L.P. | 33,013 | $365.2 萬 | 0.01% | +971+3.0% | 加碼 |
| Fisher Asset Management, LLC | 33,414 | $369.6 萬 | 0.00% | −35,443−51.5% | 減碼 |
| FORA Capital, LLC | 34,008 | $376.2 萬 | 0.42% | −11,274−24.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 34,691 | $383.7 萬 | 0.04% | +1,488+4.5% | 加碼 |
| Daiwa Securities Group Inc. | 34,958 | $386.7 萬 | 0.01% | +1,544+4.6% | 加碼 |
| JustInvest LLC | 35,116 | $388.4 萬 | 0.04% | +6,780+23.9% | 加碼 |
| Centiva Capital, LP | 36,294 | $401.4 萬 | 0.27% | −18,635−33.9% | 減碼 |
| British Columbia Investment Management Corp | 36,536 | $404.1 萬 | 0.02% | −9,132−20.0% | 減碼 |
| Unison Advisors LLC | 37,343 | $413.1 萬 | 0.46% | +173+0.5% | 加碼 |
| Utah Retirement Systems | 37,804 | $418.1 萬 | 0.04% | −256−0.7% | 減碼 |
| Commonwealth Equity Services, LLC | 39,119 | $432.7 萬 | 0.01% | −2,863−6.8% | 減碼 |
| Forsta Ap-Fonden | 39,400 | $435.8 萬 | 0.03% | −1,400−3.4% | 減碼 |
| Campbell Capital Management Inc | 39,985 | $442.3 萬 | 1.72% | +39,985 | 新進 |
| Schroder Investment Management Group | 40,014 | $442.6 萬 | 0.00% | −49,704−55.4% | 減碼 |
| Armistice Capital, LLC | 40,021 | $442.7 萬 | 0.17% | +5,021+14.3% | 加碼 |
| Xponance, Inc. | 41,291 | $456.7 萬 | 0.04% | +631+1.6% | 加碼 |
| KWMG, LLC | 41,694 | $461.2 萬 | 0.43% | +4,541+12.2% | 加碼 |
| ProShare Advisors LLC | 42,079 | $465.4 萬 | 0.01% | +4,041+10.6% | 加碼 |
| Van Eck Associates Corp | 42,084 | $465.5 萬 | 0.01% | −2,397−5.4% | 減碼 |
| Janus Henderson Group PLC | 42,209 | $467.1 萬 | 0.00% | −14,201−25.2% | 減碼 |
| DnB Asset Management AS | 42,227 | $467.1 萬 | 0.02% | −68−0.2% | 減碼 |