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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 227,193 | $2,513 萬 | 0.01% | +44,808+24.6% | 加碼 |
| Perpetual Ltd | 223,832 | $2,476 萬 | 0.29% | +94,017+72.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 221,277 | $2,437 萬 | 0.04% | +12,514+6.0% | 加碼 |
| Truist Financial Corp | 214,314 | $2,371 萬 | 0.03% | +123,348+135.6% | 加碼 |
| New York State Teachers Retirement System | 211,993 | $2,345 萬 | 0.05% | −12,003−5.4% | 減碼 |
| Rafferty Asset Management, LLC | 208,916 | $2,311 萬 | 0.08% | +25,780+14.1% | 加碼 |
| STRS Ohio | 207,458 | $2,295 萬 | 0.09% | −21,542−9.4% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 202,603 | $2,241 萬 | 1.93% | −4,293−2.1% | 減碼 |
| Jane Street Group, LLC | 192,317 | $2,127 萬 | 0.03% | −165,673−46.3% | 減碼 |
| Spears Abacus Advisors LLC | 191,751 | $2,121 萬 | 0.43% | +1,149+0.6% | 加碼 |
| Canada Pension Plan Investment Board | 190,157 | $2,103 萬 | 0.02% | −44,010−18.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 182,795 | $2,022 萬 | 0.09% | +138,777+315.3% | 加碼 |
| State of Wisconsin Investment Board | 179,277 | $1,983 萬 | 0.05% | −89,784−33.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 178,377 | $1,972 萬 | 0.18% | −2,895−1.6% | 減碼 |
| Bank of Montreal | 173,787 | $1,922 萬 | 0.01% | −14,642−7.8% | 減碼 |
| Verition Fund Management LLC | 171,482 | $1,897 萬 | 0.11% | +50,192+41.4% | 加碼 |
| Korea Investment CORP | 167,902 | $1,857 萬 | 0.04% | −6,439−3.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 166,584 | $1,843 萬 | 0.01% | +18,032+12.1% | 加碼 |
| National Bank of Canada | 162,310 | $1,795 萬 | 0.02% | −13,876−7.9% | 減碼 |
| Janney Montgomery Scott LLC | 159,619 | $1,766 萬 | 0.05% | +66,844+72.0% | 加碼 |
| Natixis Advisors, L.P. | 158,819 | $1,757 萬 | 0.03% | −3,738−2.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 158,264 | $1,751 萬 | 0.12% | −160,791−50.4% | 減碼 |
| Aviva PLC | 155,626 | $1,721 萬 | 0.04% | +146,764+1,656.1% | 加碼 |
| Great West Life Assurance Co | 149,895 | $1,661 萬 | 0.03% | −10,785−6.7% | 減碼 |
| Prudential Financial Inc | 147,681 | $1,633 萬 | 0.02% | +15,660+11.9% | 加碼 |
| KLP Kapitalforvaltning AS | 140,594 | $1,555 萬 | 0.07% | −1,900−1.3% | 減碼 |
| Capitolis Liquid Global Markets LLC | 140,300 | $1,552 萬 | 0.11% | +140,300 | 新進 |
| Pacific Heights Asset Management LLC | 140,000 | $1,549 萬 | 0.83% | +7,000+5.3% | 加碼 |
| Factory Mutual Insurance Co | 139,500 | $1,543 萬 | 0.17% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 138,012 | $1,527 萬 | 0.02% | −35,015−20.2% | 減碼 |
| New York State Common Retirement Fund | 129,330 | $1,431 萬 | 0.02% | 00.0% | 不變 |
| Argosy-Lionbridge Management, LLC | 127,670 | $1,412 萬 | 9.76% | +103,620+430.9% | 加碼 |
| QRG Capital Management, Inc. | 125,037 | $1,383 萬 | 0.12% | −48,372−27.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 122,643 | $1,357 萬 | 0.04% | +171+0.1% | 加碼 |
| Oakcliff Capital Partners, LP | 118,000 | $1,305 萬 | 6.52% | +14,000+13.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 116,856 | $1,288 萬 | 0.02% | +49,710+74.0% | 加碼 |
| Atria Investments LLC | 115,157 | $1,274 萬 | 0.15% | +3,202+2.9% | 加碼 |
| Mackenzie Financial Corp | 113,948 | $1,260 萬 | 0.02% | +22,144+24.1% | 加碼 |
| Handelsbanken Fonder AB | 110,850 | $1,226 萬 | 0.04% | +36,946+50.0% | 加碼 |
| Toronto Dominion Bank | 110,530 | $1,223 萬 | 0.03% | +27,889+33.7% | 加碼 |
| TD Asset Management Inc | 109,985 | $1,217 萬 | 0.01% | −8,854−7.5% | 減碼 |
| Nomura Asset Management Co Ltd | 108,877 | $1,204 萬 | 0.03% | +1,210+1.1% | 加碼 |
| SG Americas Securities, LLC | 107,717 | $1,192 萬 | 0.05% | +92,307+599.0% | 加碼 |
| Treasurer of the State of North Carolina | 106,677 | $1,180 萬 | 0.04% | +1,421+1.4% | 加碼 |
| State of Tennessee, Treasury Department | 104,700 | $1,158 萬 | 0.04% | +29,441+39.1% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 104,598 | $1,157 萬 | 0.02% | +21,650+26.1% | 加碼 |
| Sterling Capital Management LLC | 102,805 | $1,137 萬 | 0.16% | +90,017+703.9% | 加碼 |
| Asset Management One Co.,Ltd. | 101,095 | $1,118 萬 | 0.04% | +836+0.8% | 加碼 |
| Carmel Capital Partners, LLC | 100,010 | $1,106 萬 | 3.88% | −6,383−6.0% | 減碼 |
| NewEdge Wealth, LLC | 91,667 | $1,096 萬 | 0.17% | +91,667 | 新進 |
| Luxor Capital Group, LP | 99,000 | $1,095 萬 | 1.43% | +99,000 | 新進 |
| Danske Bank A/S | 98,719 | $1,092 萬 | 0.03% | +705+0.7% | 加碼 |
| Miller Investment Management, LP | 98,536 | $1,090 萬 | 1.14% | −879−0.9% | 減碼 |
| Mariner, LLC | 97,867 | $1,082 萬 | 0.02% | +8,516+9.5% | 加碼 |
| Horiko Capital Management LLC | 96,685 | $1,069 萬 | 2.79% | −2,402−2.4% | 減碼 |
| Swedbank AB | 94,919 | $1,050 萬 | 0.01% | +94,919 | 新進 |
| Cerity Partners LLC | 91,329 | $1,010 萬 | 0.02% | +5,661+6.6% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 89,900 | $994.4 萬 | 0.25% | +89,900 | 新進 |
| Allianz Asset Management GmbH | 89,420 | $989.1 萬 | 0.01% | +1,949+2.2% | 加碼 |
| Ensign Peak Advisors, Inc | 87,296 | $965.6 萬 | 0.02% | −1,124−1.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 86,800 | $960.1 萬 | 0.07% | −3,700−4.1% | 減碼 |
| Teacher Retirement System of Texas | 86,639 | $958.3 萬 | 0.04% | +13,957+19.2% | 加碼 |
| American Assets Investment Management, LLC | 86,370 | $955.3 萬 | 0.77% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 86,248 | $953.5 萬 | 0.05% | +5,722+7.1% | 加碼 |
| Lyell Wealth Management, LP | 84,184 | $931.2 萬 | 0.74% | +899+1.1% | 加碼 |
| State of Michigan Retirement System | 83,215 | $920.4 萬 | 0.05% | 00.0% | 不變 |
| Marshall Wace, LLP | 81,509 | $901.6 萬 | 0.01% | −56,375−40.9% | 減碼 |
| Stifel Financial Corp | 80,434 | $889.6 萬 | 0.01% | +4,173+5.5% | 加碼 |
| Parkwood LLC | 80,253 | $887.7 萬 | 0.82% | +16,184+25.3% | 加碼 |
| Public Employees Retirement System of Ohio | 79,629 | $880.8 萬 | 0.03% | −2,019−2.5% | 減碼 |
| 683 Capital Management, LLC | 79,000 | $873.8 萬 | 0.89% | +44,000+125.7% | 加碼 |
| Nisa Investment Advisors, LLC | 77,056 | $852.3 萬 | 0.04% | −10,319−11.8% | 減碼 |
| Sophron Capital Management L.P. | 76,542 | $846.6 萬 | 2.59% | +76,542 | 新進 |
| JGP Wealth Management, LLC | 74,719 | $826.5 萬 | 1.00% | +1,217+1.7% | 加碼 |
| Pinebridge Investments, L.P. | 73,664 | $814.8 萬 | 0.07% | +73,664 | 新進 |
| Wealthfront Advisers LLC | 72,323 | $800.0 萬 | 0.02% | +16,247+29.0% | 加碼 |
| Achmea Investment Management B.V. | 70,275 | $777.3 萬 | 0.10% | −65,851−48.4% | 減碼 |
| Mercer Global Advisors Inc | 68,720 | $760.1 萬 | 0.02% | −53,729−43.9% | 減碼 |
| Arizona State Retirement System | 67,864 | $750.6 萬 | 0.04% | −1,213−1.8% | 減碼 |
| Montgomery Investment Management Inc | 67,613 | $747.9 萬 | 2.89% | −850−1.2% | 減碼 |
| M&T Bank Corp | 66,562 | $736.3 萬 | 0.03% | −4,681−6.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 65,373 | $723.1 萬 | 0.06% | +8,675+15.3% | 加碼 |
| Voya Investment Management LLC | 65,127 | $720.4 萬 | 0.01% | −3,750−5.4% | 減碼 |
| CI Private Wealth, LLC | 64,302 | $711.2 萬 | 0.01% | +5,210+8.8% | 加碼 |
| Cambria Investment Management, L.P. | 64,248 | $710.6 萬 | 0.48% | −11,367−15.0% | 減碼 |
| First Washington CORP | 64,031 | $708.2 萬 | 2.28% | +20,041+45.6% | 加碼 |
| Manning & Napier Advisors LLC | 63,473 | $702.1 萬 | 0.08% | +35,217+124.6% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 63,291 | $700.1 萬 | 0.10% | −60,382−48.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 63,093 | $697.9 萬 | 0.03% | −11,308−15.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 62,796 | $694.6 萬 | 0.15% | +3,530+6.0% | 加碼 |
| Standard Life Aberdeen plc | 62,681 | $693.3 萬 | 0.01% | +4,657+8.0% | 加碼 |
| Shufro Rose & Co LLC | 59,768 | $686.0 萬 | 0.56% | −1,300−2.1% | 減碼 |
| Glenmede Investment Management, LP | 60,773 | $672.2 萬 | 0.03% | +60,773 | 新進 |
| Stockman Wealth Management, Inc. | 60,512 | $669.3 萬 | 0.91% | +2,292+3.9% | 加碼 |
| Empowered Funds, LLC | 60,262 | $666.6 萬 | 0.08% | −55,678−48.0% | 減碼 |
| AMF Pensionsforsakring AB | 60,242 | $666.3 萬 | 0.04% | +60,242 | 新進 |
| Cetera Investment Advisers | 59,497 | $658.1 萬 | 0.01% | +9,953+20.1% | 加碼 |
| Tower Bridge Advisors | 59,202 | $654.8 萬 | 0.70% | −3,390−5.4% | 減碼 |
| Balyasny Asset Management LLC | 59,135 | $654.1 萬 | 0.01% | +29,780+101.4% | 加碼 |
| MetLife Investment Management | 59,095 | $653.6 萬 | 0.04% | −1,487−2.5% | 減碼 |