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 | 1,021 | $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 |
|---|---|---|---|---|---|
| Arnhold LLC | 25,113 | $316.5 萬 | 0.26% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 24,926 | $313.8 萬 | 0.02% | +2,960+13.5% | 加碼 |
| Mutual of America Capital Management LLC | 24,667 | $310.9 萬 | 0.03% | −1,957−7.4% | 減碼 |
| Agf Management Ltd | 24,367 | $307.1 萬 | 0.01% | −3,597−12.9% | 減碼 |
| Tredje AP-fonden | 24,144 | $304.3 萬 | 0.02% | +10,273+74.1% | 加碼 |
| Fisher Asset Management, LLC | 24,139 | $304.3 萬 | 0.00% | −9,275−27.8% | 減碼 |
| Boothbay Fund Management, LLC | 24,004 | $302.5 萬 | 0.08% | +16,031+201.1% | 加碼 |
| Gateway Investment Advisers LLC | 23,820 | $300.2 萬 | 0.03% | +5,429+29.5% | 加碼 |
| Thrivent Financial for Lutherans | 23,165 | $291.9 萬 | 0.01% | −159−0.7% | 減碼 |
| AIA Group Ltd | 23,124 | $291.5 萬 | 0.05% | +13,264+134.5% | 加碼 |
| Polymer Capital Management (US) LLC | 22,938 | $289.1 萬 | 0.38% | +878+4.0% | 加碼 |
| Walleye Trading LLC | 22,640 | $285.4 萬 | 0.05% | +22,640 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 22,569 | $284.6 萬 | 0.00% | −20,393−47.5% | 減碼 |
| Stamos Capital Partners, L.P. | 22,344 | $281.6 萬 | 0.53% | −21,621−49.2% | 減碼 |
| West Oak Capital, LLC | 21,881 | $275.8 萬 | 1.10% | −235−1.1% | 減碼 |
| TrueMark Investments, LLC | 21,798 | $274.7 萬 | 0.48% | +21,798 | 新進 |
| Blair William & Co | 21,762 | $274.3 萬 | 0.01% | +299+1.4% | 加碼 |
| New England Research & Management, Inc. | 21,720 | $273.8 萬 | 1.26% | +9,675+80.3% | 加碼 |
| Avanza Fonder AB | 21,694 | $273.4 萬 | 0.07% | +493+2.3% | 加碼 |
| Capital Investment Advisors, LLC | 21,306 | $268.5 萬 | 0.04% | −223−1.0% | 減碼 |
| Palumbo Wealth Management LLC | 20,737 | $259.8 萬 | 0.83% | +20,737 | 新進 |
| Triasima Portfolio Management inc. | 20,550 | $259.0 萬 | 0.39% | +20,550 | 新進 |
| Public Employees Retirement Association of Colorado | 20,542 | $258.9 萬 | 0.01% | −4,247−17.1% | 減碼 |
| Baird Financial Group, Inc. | 20,090 | $253.2 萬 | 0.00% | −417−2.0% | 減碼 |
| Ally Financial Inc. | 20,000 | $252.1 萬 | 0.31% | +7,000+53.8% | 加碼 |
| Prescott General Partners LLC | 20,000 | $252.1 萬 | 0.18% | +20,000 | 新進 |
| Flputnam Investment Management Co | 19,892 | $250.7 萬 | 0.04% | −87−0.4% | 減碼 |
| Public Sector Pension Investment Board | 19,651 | $247.7 萬 | 0.01% | +2,109+12.0% | 加碼 |
| Twin Capital Management Inc | 19,246 | $242.6 萬 | 0.31% | −6,015−23.8% | 減碼 |
| PEAK6 LLC | 19,217 | $242.2 萬 | 0.06% | +19,217 | 新進 |
| Freedom Day Solutions, LLC | 18,629 | $234.8 萬 | 0.64% | +444+2.4% | 加碼 |
| United Asset Strategies, Inc. | 18,561 | $233.9 萬 | 0.19% | +18,561 | 新進 |
| Achmea Investment Management B.V. | 18,546 | $233.7 萬 | 0.03% | −51,729−73.6% | 減碼 |
| Paradigm Asset Management Co LLC | 18,500 | $233.2 萬 | 0.54% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 18,469 | $232.8 萬 | 0.03% | +5,761+45.3% | 加碼 |
| Sagefield Capital LP | 18,393 | $231.8 萬 | 0.26% | −36,344−66.4% | 減碼 |
| Clark Estates Inc | 18,025 | $227.2 萬 | 0.52% | +1,025+6.0% | 加碼 |
| Walleye Capital LLC | 17,672 | $222.7 萬 | 0.02% | +11,207+173.3% | 加碼 |
| Brinker Capital Investments, LLC | 17,595 | $221.8 萬 | 0.02% | −4,926−21.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 17,561 | $221.3 萬 | 0.16% | −135−0.8% | 減碼 |
| Mizuho Securities USA LLC | 16,577 | $220.7 萬 | 0.04% | +535+3.3% | 加碼 |
| Sanders Morris Harris LLC | 17,500 | $220.6 萬 | 0.29% | +17,500 | 新進 |
| Ellsworth Advisors, LLC | 17,989 | $220.3 萬 | 0.47% | +454+2.6% | 加碼 |
| X-Square Capital, LLC | 17,365 | $218.9 萬 | 0.68% | +374+2.2% | 加碼 |
| Graham Capital Management, L.P. | 17,269 | $217.7 萬 | 0.08% | −40,670−70.2% | 減碼 |
| Lodestone Wealth Management LLC | 17,227 | $217.1 萬 | 0.98% | +30.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,144 | $216.1 萬 | 0.05% | 00.0% | 不變 |
| Sippican Capital Advisors | 17,121 | $215.8 萬 | 1.43% | +30.0% | 加碼 |
| Dark Forest Capital Management LP | 17,072 | $215.2 萬 | 0.08% | +6,594+62.9% | 加碼 |
| Independent Advisor Alliance | 16,932 | $213.4 萬 | 0.06% | +2,066+13.9% | 加碼 |
| AE Wealth Management LLC | 16,870 | $212.6 萬 | 0.01% | +7,810+86.2% | 加碼 |
| Bokf, NA | 16,783 | $211.5 萬 | 0.03% | −843−4.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,025 | $202.0 萬 | 0.03% | −604−3.6% | 減碼 |
| Fishman Jay A Ltd | 16,000 | $201.7 萬 | 0.17% | 00.0% | 不變 |
| Glenview Trust Co | 15,910 | $200.5 萬 | 0.03% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 15,900 | $200.4 萬 | 0.62% | +15,900 | 新進 |
| Fiduciary Alliance LLC | 15,665 | $197.4 萬 | 0.13% | −644−3.9% | 減碼 |
| CAPROCK Group, Inc. | 14,579 | $194.1 萬 | 0.05% | +14,579 | 新進 |
| Generali Asset Management SPA SGR | 15,394 | $194.0 萬 | 0.04% | +135+0.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 14,869 | $187.4 萬 | 0.12% | −28,569−65.8% | 減碼 |
| 1832 Asset Management L.P. | 14,720 | $185.5 萬 | 0.00% | −1,050−6.7% | 減碼 |
| Pinnacle Associates Ltd | 14,522 | $183.0 萬 | 0.02% | +755+5.5% | 加碼 |
| Canandaigua National Bank & Trust Co | 14,505 | $182.8 萬 | 0.16% | −466−3.1% | 減碼 |
| Commerce Bank | 14,330 | $180.6 萬 | 0.01% | −374−2.5% | 減碼 |
| Foster & Motley Inc | 14,181 | $178.7 萬 | 0.10% | −2,983−17.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 13,924 | $178.5 萬 | 0.00% | −27,485−66.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 14,087 | $177.6 萬 | 0.06% | −5,877−29.4% | 減碼 |
| Kentucky Retirement Systems | 14,054 | $177.1 萬 | 0.05% | −682−4.6% | 減碼 |
| Sierra Summit Advisors LLC | 14,024 | $176.8 萬 | 0.27% | +2,964+26.8% | 加碼 |
| Intech Investment Management LLC | 13,825 | $174.3 萬 | 0.02% | +5,470+65.5% | 加碼 |
| Sage Investment Counsel LLC | 13,618 | $171.6 萬 | 1.90% | +948+7.5% | 加碼 |
| New Age Alpha Advisors, LLC | 13,513 | $170.3 萬 | 0.07% | −2,983−18.1% | 減碼 |
| 17 Capital Partners, LLC | 13,434 | $169.3 萬 | 0.92% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 13,401 | $168.9 萬 | 0.45% | +13,401 | 新進 |
| Abacus Planning Group, Inc. | 13,154 | $165.8 萬 | 0.23% | +60.0% | 加碼 |
| Hartford Investment Management Co | 13,095 | $165.0 萬 | 0.05% | −621−4.5% | 減碼 |
| Cornercap Investment Counsel Inc | 12,835 | $161.8 萬 | 0.81% | −215−1.6% | 減碼 |
| Stiles Financial Services Inc | 12,800 | $161.3 萬 | 0.51% | +2,743+27.3% | 加碼 |
| Sava Infond d.o.o. | 12,650 | $159.4 萬 | 0.23% | +6,300+99.2% | 加碼 |
| Vident Advisory, LLC | 12,602 | $158.8 萬 | 0.02% | −6,116−32.7% | 減碼 |
| Mengis Capital Management, Inc. | 12,424 | $156.6 萬 | 0.31% | +20.0% | 加碼 |
| Norinchukin Bank, The | 12,361 | $155.8 萬 | 0.02% | +62+0.5% | 加碼 |
| Synovus Financial Corp | 12,258 | $154.5 萬 | 0.02% | −13−0.1% | 減碼 |
| Fulcrum Asset Management LLP | 12,132 | $152.9 萬 | 0.42% | −330−2.6% | 減碼 |
| Park Avenue Securities LLC | 11,969 | $150.9 萬 | 0.01% | +11,969 | 新進 |
| Vise Technologies, Inc. | 11,941 | $150.5 萬 | 0.06% | +365+3.2% | 加碼 |
| Louisiana State Employees Retirement System | 11,900 | $150.0 萬 | 0.03% | −400−3.3% | 減碼 |
| Holderness Investments Co | 11,889 | $149.8 萬 | 0.31% | −265−2.2% | 減碼 |
| Captrust Financial Advisors | 11,866 | $149.6 萬 | 0.00% | +2,253+23.4% | 加碼 |
| Toroso Investments, LLC | 11,634 | $146.6 萬 | 0.01% | +3,608+45.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 11,559 | $145.7 萬 | 0.05% | −324−2.7% | 減碼 |
| Credit Industriel Et Commercial | 11,477 | $144.7 萬 | 0.23% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 11,443 | $144.2 萬 | 0.67% | −1,600−12.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,312 | $142.6 萬 | 0.01% | +3,045+36.8% | 加碼 |
| Portfolio Design Labs, LLC | 11,286 | $142.2 萬 | 0.24% | +11,286 | 新進 |
| Lakewood Asset Management LLC | 11,134 | $140.3 萬 | 0.85% | +308+2.8% | 加碼 |
| Confluence Wealth Services, Inc. | 11,080 | $139.6 萬 | 0.07% | +332+3.1% | 加碼 |
| TD Waterhouse Canada Inc. | 10,837 | $138.9 萬 | 0.01% | +114+1.1% | 加碼 |
| Secured Retirement Advisors, LLC | 11,023 | $138.9 萬 | 0.78% | +708+6.9% | 加碼 |
| Maryland State Retirement & Pension System | 10,994 | $138.6 萬 | 0.03% | 00.0% | 不變 |