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 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 | 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 | 1,020 | $301.1 億 |
| 2024 年第 3 季 | 1,054 | $410.4 億 |
| 2024 年第 2 季 | 980 | $336.1 億 |
| 2024 年第 1 季 | 1,020 | $384.1 億 |
| 2023 年第 4 季 | 949 | $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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 66,066 | $832.7 萬 | 0.93% | +66,066 | 新進 |
| State of New Jersey Common Pension Fund D | 66,617 | $839.6 萬 | 0.03% | +3,524+5.6% | 加碼 |
| Arizona State Retirement System | 67,210 | $847.1 萬 | 0.05% | −654−1.0% | 減碼 |
| Palmer Knight Co | 67,342 | $848.8 萬 | 4.02% | +17,028+33.8% | 加碼 |
| Montgomery Investment Management Inc | 67,524 | $851.1 萬 | 2.99% | −89−0.1% | 減碼 |
| Credit Agricole S A | 68,246 | $860.2 萬 | 0.03% | +68,246 | 新進 |
| Omers Administration Corp | 68,376 | $861.8 萬 | 0.06% | +59,100+637.1% | 加碼 |
| Parkwood LLC | 68,919 | $868.7 萬 | 0.85% | −11,334−14.1% | 減碼 |
| Standard Life Aberdeen plc | 70,191 | $896.2 萬 | 0.01% | +7,510+12.0% | 加碼 |
| Public Employees Retirement System of Ohio | 71,818 | $905.2 萬 | 0.03% | −7,811−9.8% | 減碼 |
| QRG Capital Management, Inc. | 72,915 | $919.0 萬 | 0.11% | −52,122−41.7% | 減碼 |
| Danske Bank A/S | 73,214 | $922.8 萬 | 0.02% | −25,505−25.8% | 減碼 |
| Advisor Group Holdings, Inc. | 72,450 | $928.6 萬 | 0.01% | +22,846+46.1% | 加碼 |
| Sophron Capital Management L.P. | 75,833 | $955.8 萬 | 2.94% | −709−0.9% | 減碼 |
| Mediolanum International Funds Ltd | 75,858 | $968.6 萬 | 0.10% | +75,858 | 新進 |
| Nisa Investment Advisors, LLC | 78,489 | $989.3 萬 | 0.04% | +1,433+1.9% | 加碼 |
| Armistice Capital, LLC | 78,549 | $990.0 萬 | 0.31% | +38,528+96.3% | 加碼 |
| 683 Capital Management, LLC | 79,000 | $995.7 萬 | 0.90% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 79,815 | $1,008 萬 | 0.05% | −6,433−7.5% | 減碼 |
| Cetera Investment Advisers | 80,418 | $1,014 萬 | 0.01% | +20,921+35.2% | 加碼 |
| State of Michigan Retirement System | 81,415 | $1,026 萬 | 0.05% | −1,800−2.2% | 減碼 |
| KLP Kapitalforvaltning AS | 81,994 | $1,033 萬 | 0.04% | −58,600−41.7% | 減碼 |
| Payden & Rygel | 82,900 | $1,045 萬 | 0.88% | +82,900 | 新進 |
| Robeco Institutional Asset Management B.V. | 83,291 | $1,050 萬 | 0.02% | −54,721−39.6% | 減碼 |
| Toronto Dominion Bank | 83,719 | $1,055 萬 | 0.02% | −26,811−24.3% | 減碼 |
| American Assets Investment Management, LLC | 86,370 | $1,089 萬 | 0.80% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 87,262 | $1,100 萬 | 0.82% | +3,078+3.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 88,269 | $1,113 萬 | 0.08% | −69,995−44.2% | 減碼 |
| Cerity Partners LLC | 88,477 | $1,115 萬 | 0.02% | −2,852−3.1% | 減碼 |
| Nomura Asset Management Co Ltd | 89,539 | $1,129 萬 | 0.03% | −19,338−17.8% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 90,200 | $1,137 萬 | 0.07% | +3,400+3.9% | 加碼 |
| ExodusPoint Capital Management, LP | 93,284 | $1,176 萬 | 0.16% | +93,284 | 新進 |
| Mariner, LLC | 94,130 | $1,186 萬 | 0.02% | −3,737−3.8% | 減碼 |
| Jump Financial, LLC | 95,491 | $1,204 萬 | 0.15% | +69,869+272.7% | 加碼 |
| Horiko Capital Management LLC | 95,257 | $1,204 萬 | 2.85% | −1,428−1.5% | 減碼 |
| Allianz Asset Management GmbH | 95,811 | $1,208 萬 | 0.01% | +6,391+7.1% | 加碼 |
| Asset Management One Co.,Ltd. | 96,168 | $1,212 萬 | 0.04% | −4,927−4.9% | 減碼 |
| Swedbank AB | 97,561 | $1,230 萬 | 0.01% | +2,642+2.8% | 加碼 |
| Stifel Financial Corp | 98,551 | $1,242 萬 | 0.01% | +18,117+22.5% | 加碼 |
| Carmel Capital Partners, LLC | 99,946 | $1,260 萬 | 5.31% | −64−0.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 100,621 | $1,268 萬 | 0.03% | +90,115+857.7% | 加碼 |
| Treasurer of the State of North Carolina | 100,644 | $1,269 萬 | 0.04% | −6,033−5.7% | 減碼 |
| Miller Investment Management, LP | 100,803 | $1,271 萬 | 1.28% | +2,267+2.3% | 加碼 |
| State of Tennessee, Treasury Department | 104,700 | $1,320 萬 | 0.04% | 00.0% | 不變 |
| Basswood Capital Management, L.L.C. | 106,051 | $1,337 萬 | 0.62% | −342,933−76.4% | 減碼 |
| TD Asset Management Inc | 106,176 | $1,338 萬 | 0.01% | −3,809−3.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 107,217 | $1,351 萬 | 0.02% | +107,217 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,724 | $1,358 萬 | 0.02% | +3,126+3.0% | 加碼 |
| Atria Investments LLC | 110,805 | $1,397 萬 | 0.16% | −4,352−3.8% | 減碼 |
| Coronation Fund Managers Ltd. | 112,349 | $1,416 萬 | 0.74% | +112,349 | 新進 |
| Handelsbanken Fonder AB | 112,617 | $1,419 萬 | 0.05% | +1,767+1.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 116,161 | $1,464 萬 | 0.04% | −6,482−5.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 116,856 | $1,464 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 116,908 | $1,474 萬 | 0.03% | −42,711−26.8% | 減碼 |
| Oakcliff Capital Partners, LP | 118,000 | $1,487 萬 | 6.42% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 122,915 | $1,549 萬 | 0.06% | −59,880−32.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,226 | $1,552 萬 | 0.12% | −55,151−30.9% | 減碼 |
| Slate Path Capital LP | 124,102 | $1,564 萬 | 0.24% | +124,102 | 新進 |
| Mackenzie Financial Corp | 125,323 | $1,580 萬 | 0.02% | +11,375+10.0% | 加碼 |
| New York State Common Retirement Fund | 127,330 | $1,605 萬 | 0.02% | −2,000−1.5% | 減碼 |
| Prudential Financial Inc | 128,853 | $1,624 萬 | 0.02% | −18,828−12.7% | 減碼 |
| CIBC World Markets Inc. | 129,487 | $1,632 萬 | 0.03% | +117,640+993.0% | 加碼 |
| CIBC Bancorp USA Inc. | 131,401 | $1,656 萬 | 0.10% | +131,401 | 新進 |
| Franklin Resources Inc | 137,428 | $1,732 萬 | 0.00% | +118,605+630.1% | 加碼 |
| Marshall Wace, LLP | 137,711 | $1,736 萬 | 0.02% | +56,202+69.0% | 加碼 |
| Natixis Advisors, L.P. | 138,290 | $1,743 萬 | 0.03% | −20,529−12.9% | 減碼 |
| Factory Mutual Insurance Co | 139,500 | $1,758 萬 | 0.17% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 141,879 | $1,788 萬 | 0.12% | −296,402−67.6% | 減碼 |
| National Bank of Canada | 142,429 | $1,795 萬 | 0.02% | −19,881−12.2% | 減碼 |
| Korea Investment CORP | 152,256 | $1,919 萬 | 0.04% | −15,646−9.3% | 減碼 |
| Argosy-Lionbridge Management, LLC | 155,420 | $1,959 萬 | 12.88% | +27,750+21.7% | 加碼 |
| State of Wisconsin Investment Board | 157,986 | $1,991 萬 | 0.05% | −21,291−11.9% | 減碼 |
| Great West Life Assurance Co | 156,471 | $1,998 萬 | 0.03% | +6,576+4.4% | 加碼 |
| Aviva PLC | 160,834 | $2,027 萬 | 0.04% | +5,208+3.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 165,569 | $2,087 萬 | 0.07% | +165,569 | 新進 |
| Bank of Montreal | 168,100 | $2,119 萬 | 0.01% | −5,687−3.3% | 減碼 |
| US Bancorp | 168,102 | $2,119 萬 | 0.03% | +151,232+896.5% | 加碼 |
| Pacific Heights Asset Management LLC | 175,000 | $2,206 萬 | 0.98% | +35,000+25.0% | 加碼 |
| LPL Financial LLC | 176,267 | $2,222 萬 | 0.01% | −50,926−22.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 183,471 | $2,312 萬 | 0.01% | +16,887+10.1% | 加碼 |
| Sterling Capital Management LLC | 190,372 | $2,399 萬 | 0.35% | +87,567+85.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 193,037 | $2,433 萬 | 0.05% | −59,486−23.6% | 減碼 |
| AustralianSuper Pty Ltd | 196,807 | $2,481 萬 | 0.12% | −126,030−39.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 199,010 | $2,508 萬 | 0.05% | +189,748+2,048.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 202,503 | $2,552 萬 | 1.97% | −1000.0% | 減碼 |
| Two Sigma Investments, LP | 205,501 | $2,590 萬 | 0.04% | −247,155−54.6% | 減碼 |
| Todd Asset Management LLC | 209,224 | $2,637 萬 | 0.53% | +209,224 | 新進 |
| New York State Teachers Retirement System | 211,967 | $2,672 萬 | 0.05% | −260.0% | 減碼 |
| Quantinno Capital Management LP | 212,484 | $2,678 萬 | 0.07% | −33,303−13.5% | 減碼 |
| Two Sigma Advisers, LP | 214,955 | $2,709 萬 | 0.05% | −374,100−63.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 222,570 | $2,718 萬 | 0.04% | +1,293+0.6% | 加碼 |
| Worldquant Millennium Advisors LLC | 217,489 | $2,741 萬 | 0.12% | +217,489 | 新進 |
| Perpetual Ltd | 222,130 | $2,800 萬 | 0.35% | −1,702−0.8% | 減碼 |
| Susquehanna International Group, LLP | 223,572 | $2,818 萬 | 0.04% | −119,507−34.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 225,178 | $2,838 萬 | 0.08% | −7,927−3.4% | 減碼 |
| Spears Abacus Advisors LLC | 225,184 | $2,838 萬 | 0.54% | +33,433+17.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 225,324 | $2,840 萬 | 0.05% | −7,056−3.0% | 減碼 |
| Sapient Capital LLC | 224,825 | $2,868 萬 | 0.44% | −7,589−3.3% | 減碼 |
| Pictet Asset Management Holding SA | 239,599 | $3,020 萬 | 0.03% | −32,946−12.1% | 減碼 |
| Victory Capital Management Inc | 242,999 | $3,063 萬 | 0.02% | −11,724−4.6% | 減碼 |