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 3 季 13F 持有人
Lennar Corp 在 2025/9/30 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
- 983
- 較 2025 年第 2 季 +53 家
- 持有股數
- 2.14 億
- 較 2025 年第 2 季 −754.9 萬 (−3.4%)
- 總市值
- $270.2 億
- 較 2025 年第 2 季 +$24.7 億 (+10.0%)
- 新進機構
- 153
- 另有 358 家加碼
- 清倉機構
- 100
- 另有 330 家減碼
另有 9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,655,105 | $32.3 億 | 0.05% | −1,264,111−4.7% | 減碼 |
| BlackRock, Inc. | 21,189,585 | $26.7 億 | 0.05% | −247,011−1.2% | 減碼 |
| State Street Corp | 10,503,936 | $13.2 億 | 0.05% | −336,667−3.1% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 9,653,394 | $12.2 億 | 18.50% | +159,809+1.7% | 加碼 |
| Eagle Capital Management LLC | 9,455,043 | $11.9 億 | 3.79% | +418,386+4.6% | 加碼 |
| Aristotle Capital Management, LLC | 9,142,526 | $11.5 億 | 2.23% | −538,365−5.6% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 7,050,950 | $8.89 億 | 0.33% | +1,9570.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,547,476 | $8.25 億 | 0.68% | −88,965−1.3% | 減碼 |
| FMR LLC | 5,987,212 | $7.55 億 | 0.04% | +1,271,541+27.0% | 加碼 |
| Geode Capital Management, LLC | 5,937,418 | $7.45 億 | 0.05% | −55,051−0.9% | 減碼 |
| JPMorgan Chase & Co | 5,637,235 | $7.11 億 | 0.05% | +537,003+10.5% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 4,732,654 | $5.97 億 | 1.90% | +603,004+14.6% | 加碼 |
| Morgan Stanley | 4,349,697 | $5.48 億 | 0.03% | +646,630+17.5% | 加碼 |
| Principal Financial Group Inc | 3,494,410 | $4.40 億 | 0.22% | +129,800+3.9% | 加碼 |
| Capital World Investors | 3,258,272 | $4.11 億 | 0.06% | +4,729+0.1% | 加碼 |
| Bank of America Corp | 2,944,962 | $3.71 億 | 0.03% | +180,211+6.5% | 加碼 |
| ACR Alpine Capital Research, LLC | 2,880,031 | $3.63 億 | 6.20% | −75,782−2.6% | 減碼 |
| Goldman Sachs Group Inc | 2,681,704 | $3.38 億 | 0.05% | +81,762+3.1% | 加碼 |
| Dimensional Fund Advisors LP | 2,486,325 | $3.13 億 | 0.07% | −259,493−9.5% | 減碼 |
| Northern Trust Corp | 2,348,797 | $2.96 億 | 0.04% | −125,340−5.1% | 減碼 |
| First Trust Advisors LP | 2,085,510 | $2.63 億 | 0.20% | −262,380−11.2% | 減碼 |
| Invesco Ltd. | 2,011,185 | $2.53 億 | 0.04% | −242,971−10.8% | 減碼 |
| Brave Warrior Advisors, LLC | 2,005,506 | $2.53 億 | 5.87% | −151,621−7.0% | 減碼 |
| Smead Capital Management, Inc. | 1,948,849 | $2.46 億 | 4.75% | −149,057−7.1% | 減碼 |
| Janus Henderson Group PLC | 1,898,978 | $2.39 億 | 0.11% | +1,856,769+4,399.0% | 加碼 |
| Neuberger Berman Group LLC | 1,802,827 | $2.27 億 | 0.17% | −28,608−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 1,718,522 | $2.17 億 | 0.03% | +25,337+1.5% | 加碼 |
| Wells Fargo & Company | 1,556,741 | $1.96 億 | 0.04% | +391,261+33.6% | 加碼 |
| Legal & General Group Plc | 1,345,936 | $1.70 億 | 0.04% | +20,343+1.5% | 加碼 |
| Wellington Management Group LLP | 1,263,224 | $1.59 億 | 0.03% | −201,245−13.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,257,887 | $1.59 億 | 0.10% | −244,498−16.3% | 減碼 |
| Bank of New York Mellon Corp | 1,184,300 | $1.49 億 | 0.03% | −28,944−2.4% | 減碼 |
| Envestnet Asset Management Inc | 1,154,892 | $1.46 億 | 0.04% | +77,708+7.2% | 加碼 |
| Kempen Capital Management N.V. | 1,028,517 | $1.30 億 | 1.16% | +211,938+26.0% | 加碼 |
| Eminence Capital, LP | 993,224 | $1.25 億 | 1.84% | −474,595−32.3% | 減碼 |
| UBS Group AG | 978,691 | $1.23 億 | 0.02% | −125,316−11.4% | 減碼 |
| UBS Asset Management Americas Inc | 974,963 | $1.23 億 | 0.03% | −339,709−25.8% | 減碼 |
| Royal Bank of Canada | 970,663 | $1.22 億 | 0.02% | +259,745+36.5% | 加碼 |
| Squarepoint Ops LLC | 966,281 | $1.22 億 | 0.26% | −178,320−15.6% | 減碼 |
| Clearbridge Investments, LLC | 943,791 | $1.19 億 | 0.09% | +555,470+143.0% | 加碼 |
| Millennium Management LLC | 805,377 | $1.02 億 | 0.08% | +501,277+164.8% | 加碼 |
| Barclays PLC | 738,992 | $9,314 萬 | 0.03% | −17,200−2.3% | 減碼 |
| Nuveen, LLC | 727,778 | $9,173 萬 | 0.02% | +118,912+19.5% | 加碼 |
| TCW Group Inc | 705,873 | $8,897 萬 | 0.74% | +211,676+42.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 673,888 | $8,494 萬 | 0.07% | −81,872−10.8% | 減碼 |
| Swiss National Bank | 656,072 | $8,269 萬 | 0.05% | −46,800−6.7% | 減碼 |
| Deutsche Bank AG | 645,731 | $8,139 萬 | 0.03% | +93,247+16.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 634,397 | $7,996 萬 | 0.05% | −523−0.1% | 減碼 |
| SEI Investments Co | 622,133 | $7,841 萬 | 0.08% | −19,554−3.0% | 減碼 |
| HRT Financial LP | 615,900 | $7,763 萬 | 0.29% | +615,900 | 新進 |
| California Public Employees Retirement System | 578,927 | $7,297 萬 | 0.04% | +168,196+41.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 555,305 | $6,999 萬 | 0.13% | +19,566+3.7% | 加碼 |
| HSBC Holdings PLC | 545,022 | $6,865 萬 | 0.04% | −249,660−31.4% | 減碼 |
| Russell Investments Group, Ltd. | 510,397 | $6,458 萬 | 0.07% | −906−0.2% | 減碼 |
| AQR Capital Management LLC | 496,134 | $6,253 萬 | 0.04% | −203,471−29.1% | 減碼 |
| Rhumbline Advisers | 474,277 | $5,978 萬 | 0.05% | −23,498−4.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 466,027 | $5,874 萬 | 0.04% | +26,117+5.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 453,483 | $5,716 萬 | 0.63% | −1,102−0.2% | 減碼 |
| National Pension Service | 425,529 | $5,363 萬 | 0.04% | +21,680+5.4% | 加碼 |
| River Road Asset Management, LLC | 418,510 | $5,275 萬 | 0.59% | −24,967−5.6% | 減碼 |
| Raymond James Financial Inc | 402,501 | $5,073 萬 | 0.02% | +14,811+3.8% | 加碼 |
| American Century Companies Inc | 400,724 | $5,051 萬 | 0.03% | +129,902+48.0% | 加碼 |
| Prana Capital Management, LP | 393,027 | $4,954 萬 | 1.65% | +59,236+17.7% | 加碼 |
| Ameriprise Financial Inc | 383,611 | $4,835 萬 | 0.01% | −175,282−31.4% | 減碼 |
| California State Teachers Retirement System | 379,863 | $4,788 萬 | 0.05% | −18,679−4.7% | 減碼 |
| Amundi | 378,071 | $4,778 萬 | 0.02% | −138,791−26.9% | 減碼 |
| Rafferty Asset Management, LLC | 363,865 | $4,586 萬 | 0.15% | +154,949+74.2% | 加碼 |
| Citigroup Inc | 359,189 | $4,527 萬 | 0.03% | −106,052−22.8% | 減碼 |
| Assetmark, Inc | 356,941 | $4,499 萬 | 0.10% | +10,267+3.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 349,144 | $4,401 萬 | 0.17% | −446,567−56.1% | 減碼 |
| Price T Rowe Associates Inc | 344,059 | $4,337 萬 | 0.00% | −16,762−4.6% | 減碼 |
| Citadel Advisors LLC | 332,763 | $4,194 萬 | 0.03% | +279,622+526.2% | 加碼 |
| Ceredex Value Advisors LLC | 312,300 | $3,936 萬 | 0.91% | +5,232+1.7% | 加碼 |
| Jane Street Group, LLC | 312,197 | $3,935 萬 | 0.05% | +119,880+62.3% | 加碼 |
| Antipodes Partners Ltd | 306,722 | $3,866 萬 | 0.87% | −33,279−9.8% | 減碼 |
| Berkshire Asset Management LLC | 303,998 | $3,832 萬 | 1.63% | +210+0.1% | 加碼 |
| Alliancebernstein L.P. | 284,262 | $3,583 萬 | 0.01% | +3,223+1.1% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 279,424 | $3,522 萬 | 0.90% | +189,524+210.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 274,173 | $3,456 萬 | 0.26% | +208,800+319.4% | 加碼 |
| Salem Investment Counselors Inc | 266,079 | $3,354 萬 | 0.96% | +1,539+0.6% | 加碼 |
| CBOE Vest Financial, LLC | 258,297 | $3,256 萬 | 0.43% | −36,055−12.2% | 減碼 |
| Truist Financial Corp | 253,861 | $3,200 萬 | 0.04% | +39,547+18.5% | 加碼 |
| Victory Capital Management Inc | 242,999 | $3,063 萬 | 0.02% | −11,724−4.6% | 減碼 |
| Pictet Asset Management Holding SA | 239,599 | $3,020 萬 | 0.03% | −32,946−12.1% | 減碼 |
| Sapient Capital LLC | 224,825 | $2,868 萬 | 0.44% | −7,589−3.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 225,324 | $2,840 萬 | 0.05% | −7,056−3.0% | 減碼 |
| Spears Abacus Advisors LLC | 225,184 | $2,838 萬 | 0.54% | +33,433+17.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 225,178 | $2,838 萬 | 0.08% | −7,927−3.4% | 減碼 |
| Susquehanna International Group, LLP | 223,572 | $2,818 萬 | 0.04% | −119,507−34.8% | 減碼 |
| Perpetual Ltd | 222,130 | $2,800 萬 | 0.35% | −1,702−0.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 217,489 | $2,741 萬 | 0.12% | +217,489 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 222,570 | $2,718 萬 | 0.04% | +1,293+0.6% | 加碼 |
| Two Sigma Advisers, LP | 214,955 | $2,709 萬 | 0.05% | −374,100−63.5% | 減碼 |
| Quantinno Capital Management LP | 212,484 | $2,678 萬 | 0.07% | −33,303−13.5% | 減碼 |
| New York State Teachers Retirement System | 211,967 | $2,672 萬 | 0.05% | −260.0% | 減碼 |
| Todd Asset Management LLC | 209,224 | $2,637 萬 | 0.53% | +209,224 | 新進 |
| Two Sigma Investments, LP | 205,501 | $2,590 萬 | 0.04% | −247,155−54.6% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 202,503 | $2,552 萬 | 1.97% | −1000.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 199,010 | $2,508 萬 | 0.05% | +189,748+2,048.7% | 加碼 |
| AustralianSuper Pty Ltd | 196,807 | $2,481 萬 | 0.12% | −126,030−39.0% | 減碼 |