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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 24,141 | $267.0 萬 | 0.60% | +26+0.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 24,049 | $266.0 萬 | 0.05% | +2,964+14.1% | 加碼 |
| Davenport & Co LLC | 23,966 | $265.1 萬 | 0.01% | +21,475+862.1% | 加碼 |
| Commonwealth Retirement Investments LLC | 23,886 | $264.2 萬 | 1.00% | +16,051+204.9% | 加碼 |
| Delta Global Management LP | 23,769 | $262.9 萬 | 0.18% | +2,498+11.7% | 加碼 |
| Thrivent Financial for Lutherans | 23,324 | $258.0 萬 | 0.01% | +11,345+94.7% | 加碼 |
| Sona Asset Management (US) LLC | 23,000 | $254.4 萬 | 0.09% | +23,000 | 新進 |
| Brinker Capital Investments, LLC | 22,521 | $249.1 萬 | 0.02% | +1,433+6.8% | 加碼 |
| Bayesian Capital Management, LP | 22,300 | $246.7 萬 | 0.39% | +14,200+175.3% | 加碼 |
| West Oak Capital, LLC | 22,116 | $244.6 萬 | 0.97% | +3,360+17.9% | 加碼 |
| Polymer Capital Management (US) LLC | 22,060 | $244.0 萬 | 0.40% | +17,192+353.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 21,966 | $243.6 萬 | 0.02% | +5,443+32.9% | 加碼 |
| Capital Investment Advisors, LLC | 21,529 | $238.1 萬 | 0.04% | −650−2.9% | 減碼 |
| Blair William & Co | 21,463 | $237.4 萬 | 0.01% | +238+1.1% | 加碼 |
| Avanza Fonder AB | 21,201 | $234.5 萬 | 0.07% | −856−3.9% | 減碼 |
| Capula Management Ltd | 20,697 | $228.9 萬 | 0.03% | −4,078−16.5% | 減碼 |
| Baird Financial Group, Inc. | 20,507 | $226.8 萬 | 0.00% | −2,397−10.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 20,092 | $222.2 萬 | 0.04% | 00.0% | 不變 |
| Flputnam Investment Management Co | 19,979 | $221.0 萬 | 0.04% | +191+1.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 19,964 | $220.8 萬 | 0.09% | −703−3.4% | 減碼 |
| Franklin Resources Inc | 18,823 | $208.2 萬 | 0.00% | −69,585−78.7% | 減碼 |
| Vident Advisory, LLC | 18,718 | $207.0 萬 | 0.02% | +6,103+48.4% | 加碼 |
| Paradigm Asset Management Co LLC | 18,500 | $204.6 萬 | 0.50% | +5,500+42.3% | 加碼 |
| Gateway Investment Advisers LLC | 18,391 | $203.4 萬 | 0.02% | −20,327−52.5% | 減碼 |
| Freedom Day Solutions, LLC | 18,185 | $201.1 萬 | 0.60% | +541+3.1% | 加碼 |
| Stance Capital LLC | 18,159 | $200.9 萬 | 0.76% | +18,159 | 新進 |
| Clear Harbor Asset Management, LLC | 17,696 | $195.7 萬 | 0.15% | −115−0.6% | 減碼 |
| Bokf, NA | 17,626 | $195.0 萬 | 0.03% | −8,247−31.9% | 減碼 |
| Public Sector Pension Investment Board | 17,542 | $194.0 萬 | 0.01% | −13,526−43.5% | 減碼 |
| Ellsworth Advisors, LLC | 17,535 | $194.0 萬 | 0.47% | +897+5.4% | 加碼 |
| NEOS Investment Management LLC | 17,254 | $190.8 萬 | 0.02% | +3,566+26.1% | 加碼 |
| Lodestone Wealth Management LLC | 17,224 | $190.5 萬 | 0.93% | +44+0.3% | 加碼 |
| Foster & Motley Inc | 17,164 | $189.8 萬 | 0.11% | −2,404−12.3% | 減碼 |
| Twin Tree Management, LP | 17,154 | $189.7 萬 | 0.05% | +17,154 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 17,144 | $189.6 萬 | 0.05% | +10,000+140.0% | 加碼 |
| Sippican Capital Advisors | 17,118 | $189.3 萬 | 1.38% | +20.0% | 加碼 |
| Cim Investment Mangement Inc | 15,283 | $188.8 萬 | 0.36% | +7,632+99.8% | 加碼 |
| Clark Estates Inc | 17,000 | $188.0 萬 | 0.42% | 00.0% | 不變 |
| X-Square Capital, LLC | 16,991 | $187.9 萬 | 0.68% | +176+1.0% | 加碼 |
| US Bancorp | 16,870 | $186.8 萬 | 0.00% | +961+6.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 16,629 | $183.9 萬 | 0.03% | −32,935−66.4% | 減碼 |
| New Age Alpha Advisors, LLC | 16,496 | $182.5 萬 | 0.08% | −6,703−28.9% | 減碼 |
| Fiduciary Alliance LLC | 16,309 | $180.4 萬 | 0.13% | +3,410+26.4% | 加碼 |
| Mizuho Securities USA LLC | 16,042 | $177.4 萬 | 0.04% | +16,042 | 新進 |
| Fishman Jay A Ltd | 16,000 | $177.0 萬 | 0.17% | 00.0% | 不變 |
| Glenview Trust Co | 15,910 | $176.0 萬 | 0.03% | +168+1.1% | 加碼 |
| 1832 Asset Management L.P. | 15,770 | $174.4 萬 | 0.00% | −16,532−51.2% | 減碼 |
| Generali Asset Management SPA SGR | 15,259 | $168.8 萬 | 0.04% | +222+1.5% | 加碼 |
| AXA S.A. | 15,129 | $167.3 萬 | 0.00% | +763+5.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 15,079 | $166.8 萬 | 0.04% | +10,075+201.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 14,971 | $165.6 萬 | 0.15% | +9,573+177.3% | 加碼 |
| Independent Advisor Alliance | 14,866 | $164.4 萬 | 0.05% | +2,735+22.5% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 14,765 | $163.3 萬 | 0.37% | +14,765 | 新進 |
| Kentucky Retirement Systems | 14,736 | $163.0 萬 | 0.05% | −965−6.1% | 減碼 |
| Zurich Insurance Group Ltd | 14,724 | $162.9 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 14,704 | $162.6 萬 | 0.01% | +279+1.9% | 加碼 |
| Titleist Asset Management, LLC | 14,639 | $161.9 萬 | 0.16% | −6,918−32.1% | 減碼 |
| Natixis | 14,355 | $158.8 萬 | 0.01% | +11,567+414.9% | 加碼 |
| Tredje AP-fonden | 13,871 | $153.4 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 13,767 | $152.3 萬 | 0.02% | +2,438+21.5% | 加碼 |
| Hartford Investment Management Co | 13,716 | $151.7 萬 | 0.05% | −390−2.8% | 減碼 |
| Deltec Asset Management LLC | 13,617 | $150.6 萬 | 0.27% | +13,617 | 新進 |
| 17 Capital Partners, LLC | 13,434 | $148.6 萬 | 0.86% | −1,351−9.1% | 減碼 |
| Abacus Planning Group, Inc. | 13,148 | $145.4 萬 | 0.22% | −164−1.2% | 減碼 |
| Cornercap Investment Counsel Inc | 13,050 | $144.3 萬 | 0.75% | +13,050 | 新進 |
| Beech Hill Advisors, Inc. | 13,043 | $144.3 萬 | 0.65% | +13,043 | 新進 |
| Ally Financial Inc. | 13,000 | $143.8 萬 | 0.16% | +13,000 | 新進 |
| Pine Valley Investments Ltd Liability Co | 12,863 | $142.3 萬 | 0.08% | +2,141+20.0% | 加碼 |
| Oak Thistle LLC | 12,822 | $141.8 萬 | 0.21% | +5,764+81.7% | 加碼 |
| Summit Trail Advisors, LLC | 12,708 | $140.6 萬 | 0.02% | +12,708 | 新進 |
| Sage Investment Counsel LLC | 12,670 | $140.1 萬 | 1.62% | +12,670 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 12,493 | $138.2 萬 | 0.03% | −48,727−79.6% | 減碼 |
| Fulcrum Asset Management LLP | 12,462 | $137.8 萬 | 0.39% | +12,462 | 新進 |
| Mengis Capital Management, Inc. | 12,422 | $137.4 萬 | 0.29% | −389−3.0% | 減碼 |
| Louisiana State Employees Retirement System | 12,300 | $136.1 萬 | 0.02% | −300−2.4% | 減碼 |
| Norinchukin Bank, The | 12,299 | $136.0 萬 | 0.02% | +44+0.4% | 加碼 |
| Synovus Financial Corp | 12,271 | $135.8 萬 | 0.02% | −2,094−14.6% | 減碼 |
| Holderness Investments Co | 12,154 | $134.4 萬 | 0.29% | 00.0% | 不變 |
| New England Research & Management, Inc. | 12,045 | $133.2 萬 | 0.63% | −332−2.7% | 減碼 |
| Securian Asset Management, Inc | 12,021 | $133.0 萬 | 0.04% | −334−2.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 11,883 | $131.4 萬 | 0.05% | −1,883−13.7% | 減碼 |
| CIBC World Markets Inc. | 11,847 | $131.0 萬 | 0.00% | +2,011+20.4% | 加碼 |
| Concentric Capital Strategies, LP | 11,607 | $128.4 萬 | 0.07% | +11,607 | 新進 |
| Advisory Services Network, LLC | 11,430 | $128.2 萬 | 0.02% | +11,430 | 新進 |
| Vise Technologies, Inc. | 11,576 | $128.0 萬 | 0.05% | +11,576 | 新進 |
| Credit Industriel Et Commercial | 11,477 | $126.9 萬 | 0.20% | 00.0% | 不變 |
| Wolverine Trading, LLC | 11,229 | $123.8 萬 | 0.03% | +115+1.0% | 加碼 |
| New Mexico Educational Retirement Board | 11,160 | $123.4 萬 | 0.04% | 00.0% | 不變 |
| Plato Investment Management Ltd | 11,164 | $123.0 萬 | 0.09% | +6,710+150.7% | 加碼 |
| TD Waterhouse Canada Inc. | 10,723 | $122.5 萬 | 0.01% | −6,136−36.4% | 減碼 |
| Sierra Summit Advisors LLC | 11,060 | $122.3 萬 | 0.22% | +11,060 | 新進 |
| EP Wealth Advisors, LLC | 11,043 | $122.1 萬 | 0.01% | +6,261+130.9% | 加碼 |
| Maryland State Retirement & Pension System | 10,994 | $121.6 萬 | 0.03% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 10,889 | $120.4 萬 | 0.01% | −24,920−69.6% | 減碼 |
| Fifth Third Bancorp | 10,887 | $120.4 萬 | 0.00% | +628+6.1% | 加碼 |
| Permanens Capital L.P. | 10,862 | $120.1 萬 | 0.16% | +3,901+56.0% | 加碼 |
| Lakewood Asset Management LLC | 10,826 | $119.7 萬 | 0.80% | −626−5.5% | 減碼 |
| Bessemer Group Inc | 10,783 | $119.3 萬 | 0.00% | −4,344−28.7% | 減碼 |
| Confluence Wealth Services, Inc. | 10,748 | $118.9 萬 | 0.06% | +387+3.7% | 加碼 |
| Systematic Alpha Investments, LLC | 10,729 | $118.7 萬 | 0.04% | 00.0% | 不變 |