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 4 季 13F 持有人
Lennar Corp 在 2025/12/31 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
- 968
- 較 2025 年第 3 季 0 家
- 持有股數
- 2.05 億
- 較 2025 年第 3 季 −944.0 萬 (−4.4%)
- 總市值
- $210.5 億
- 較 2025 年第 3 季 −$59.3 億 (−22.0%)
- 新進機構
- 146
- 另有 272 家加碼
- 清倉機構
- 146
- 另有 419 家減碼
另有 15 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Flagship Capital Management Inc. | 14,381 | $147.8 萬 | 1.05% | +14,381 | 新進 |
| Pinnacle Associates Ltd | 14,406 | $148.1 萬 | 0.02% | −116−0.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 14,563 | $149.7 萬 | 0.13% | +58+0.4% | 加碼 |
| Myriad Asset Management Advisors LLC | 14,696 | $151.1 萬 | 0.47% | +14,696 | 新進 |
| Bokf, NA | 14,752 | $151.7 萬 | 0.02% | −2,031−12.1% | 減碼 |
| Allstate Corp | 14,824 | $152.4 萬 | 0.02% | +6,415+76.3% | 加碼 |
| Colony Group, LLC | 14,837 | $152.5 萬 | 0.00% | +10,909+277.7% | 加碼 |
| Freemont Management S.A. | 15,000 | $154.2 萬 | 0.30% | +15,000 | 新進 |
| Generali Asset Management SPA SGR | 15,276 | $157.0 萬 | 0.03% | −118−0.8% | 減碼 |
| Leonteq Securities AG | 15,572 | $160.1 萬 | 0.09% | +5,348+52.3% | 加碼 |
| Ensign Peak Advisors, Inc | 15,779 | $162.2 萬 | 0.00% | −40,632−72.0% | 減碼 |
| Summit Trail Advisors, LLC | 15,788 | $162.3 萬 | 0.03% | −2,681−14.5% | 減碼 |
| Baird Financial Group, Inc. | 15,828 | $162.7 萬 | 0.00% | −4,262−21.2% | 減碼 |
| X-Square Capital, LLC | 15,894 | $163.4 萬 | 0.54% | −1,471−8.5% | 減碼 |
| Fishman Jay A Ltd | 16,000 | $164.5 萬 | 0.14% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 16,036 | $164.8 萬 | 0.02% | +11+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 16,091 | $165.4 萬 | 0.00% | −7,074−30.5% | 減碼 |
| Glenview Trust Co | 16,189 | $166.4 萬 | 0.03% | +279+1.8% | 加碼 |
| Macquarie Group Ltd | 16,260 | $167.2 萬 | 0.01% | −9,628−37.2% | 減碼 |
| Stiles Financial Services Inc | 16,268 | $167.2 萬 | 0.51% | +3,468+27.1% | 加碼 |
| SG Americas Securities, LLC | 16,813 | $172.8 萬 | 0.00% | −20,472−54.9% | 減碼 |
| Sippican Capital Advisors | 17,022 | $175.0 萬 | 1.12% | −99−0.6% | 減碼 |
| Swiss Life Asset Management Ltd | 17,143 | $176.2 萬 | 0.01% | −19,876−53.7% | 減碼 |
| Paradigm Asset Management Co LLC | 17,400 | $178.9 萬 | 0.41% | −1,100−5.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 17,459 | $179.5 萬 | 0.12% | −102−0.6% | 減碼 |
| Lodestone Wealth Management LLC | 17,482 | $179.7 萬 | 0.73% | +255+1.5% | 加碼 |
| Baypointe Partners LLC | 17,550 | $180.4 萬 | 3.79% | −12,450−41.5% | 減碼 |
| Fox Run Management, L.L.C. | 17,720 | $182.2 萬 | 0.28% | +17,720 | 新進 |
| Brinker Capital Investments, LLC | 17,725 | $182.2 萬 | 0.01% | +130+0.7% | 加碼 |
| Twinbeech Capital LP | 17,834 | $183.3 萬 | 0.13% | +17,834 | 新進 |
| Legato Capital Management LLC | 18,000 | $185.0 萬 | 0.16% | +18,000 | 新進 |
| Clark Estates Inc | 18,025 | $185.3 萬 | 0.45% | 00.0% | 不變 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 18,180 | $186.9 萬 | 0.09% | +18,180 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,109 | $186.9 萬 | 0.00% | −82,512−82.0% | 減碼 |
| Permanens Capital L.P. | 18,917 | $194.5 萬 | 0.25% | +18,917 | 新進 |
| AMG National Trust Bank | 19,033 | $195.7 萬 | 0.05% | +19,033 | 新進 |
| Fiduciary Alliance LLC | 19,247 | $197.9 萬 | 0.13% | +3,582+22.9% | 加碼 |
| Ally Financial Inc. | 20,000 | $205.6 萬 | 0.25% | 00.0% | 不變 |
| Prescott General Partners LLC | 20,000 | $205.6 萬 | 0.15% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 15,710 | $206.3 萬 | 0.03% | −867−5.2% | 減碼 |
| Capital Investment Advisors, LLC | 20,412 | $209.8 萬 | 0.03% | −894−4.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 20,542 | $211.2 萬 | 0.01% | 00.0% | 不變 |
| Deltroit Asset Management (UK) LLP | 20,592 | $211.7 萬 | 0.35% | +20,592 | 新進 |
| Avanza Fonder AB | 21,099 | $216.9 萬 | 0.06% | −595−2.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 21,525 | $221.4 萬 | 0.00% | −1,044−4.6% | 減碼 |
| Polymer Capital Management (US) LLC | 21,552 | $221.6 萬 | 0.29% | −1,386−6.0% | 減碼 |
| Ellsworth Advisors, LLC | 18,465 | $225.7 萬 | 0.45% | +476+2.6% | 加碼 |
| Blair William & Co | 22,050 | $226.7 萬 | 0.01% | +288+1.3% | 加碼 |
| Dark Forest Capital Management LP | 22,075 | $226.9 萬 | 0.10% | +5,003+29.3% | 加碼 |
| Kestra Advisory Services, LLC | 22,087 | $227.1 萬 | 0.01% | −6,150−21.8% | 減碼 |
| Nordea Investment Management AB | 22,456 | $231.6 萬 | 0.00% | −3,069−12.0% | 減碼 |
| Graham Capital Management, L.P. | 22,587 | $232.2 萬 | 0.08% | +5,318+30.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 22,579 | $234.3 萬 | 0.01% | −11,652−34.0% | 減碼 |
| Vident Advisory, LLC | 23,026 | $236.7 萬 | 0.02% | +10,424+82.7% | 加碼 |
| Virtu Financial LLC | 23,095 | $237.4 萬 | 0.09% | +23,095 | 新進 |
| Mutual of America Capital Management LLC | 23,163 | $238.1 萬 | 0.03% | −1,504−6.1% | 減碼 |
| Axq Capital, LP | 23,213 | $238.6 萬 | 0.54% | +19,455+517.7% | 加碼 |
| Pacer Advisors, Inc. | 23,334 | $239.9 萬 | 0.01% | −3,429−12.8% | 減碼 |
| Sanctuary Advisors, LLC | 23,451 | $241.1 萬 | 0.01% | −2,104−8.2% | 減碼 |
| TrueMark Investments, LLC | 23,474 | $241.3 萬 | 0.46% | +1,676+7.7% | 加碼 |
| Gateway Investment Advisers LLC | 23,487 | $241.4 萬 | 0.02% | −333−1.4% | 減碼 |
| Opal Capital LLC | 23,597 | $242.6 萬 | 0.61% | +23,597 | 新進 |
| Tredje AP-fonden | 24,144 | $248.2 萬 | 0.02% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 24,256 | $249.4 萬 | 0.40% | +1,912+8.6% | 加碼 |
| Brevan Howard Capital Management LP | 24,455 | $251.4 萬 | 0.05% | −35,272−59.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 24,466 | $251.5 萬 | 0.03% | −4,707−16.1% | 減碼 |
| UniSuper Management Pty Ltd | 24,594 | $252.8 萬 | 0.02% | −1,304−5.0% | 減碼 |
| Commonwealth Equity Services, LLC | 24,705 | $254.0 萬 | 0.00% | −7,220−22.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 24,706 | $254.0 萬 | 0.03% | −1,300−5.0% | 減碼 |
| Alpine Fox Capital LLC | 25,000 | $257.0 萬 | 1.73% | +25,000 | 新進 |
| Arnhold LLC | 25,113 | $258.2 萬 | 0.20% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 25,222 | $259.3 萬 | 0.04% | −8,575−25.4% | 減碼 |
| Tounjian Advisory Partners, LLC | 25,282 | $259.9 萬 | 0.88% | +25,282 | 新進 |
| Commonwealth Retirement Investments LLC | 25,426 | $261.4 萬 | 0.84% | −64−0.3% | 減碼 |
| Agf Management Ltd | 25,426 | $261.4 萬 | 0.01% | +1,059+4.3% | 加碼 |
| HighTower Advisors, LLC | 25,709 | $264.3 萬 | 0.00% | −2,664−9.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 25,707 | $264.3 萬 | 0.01% | −15,495−37.6% | 減碼 |
| Eurizon Capital SGR S.p.A. | 25,754 | $265.0 萬 | 0.01% | +25,754 | 新進 |
| OP Asset Management Ltd | 26,168 | $269.0 萬 | 0.03% | +550+2.1% | 加碼 |
| Rockefeller Capital Management L.P. | 26,425 | $271.7 萬 | 0.00% | −6,915−20.7% | 減碼 |
| Storebrand Asset Management AS | 26,787 | $275.4 萬 | 0.01% | −15,338−36.4% | 減碼 |
| GTS Securities LLC | 26,835 | $275.9 萬 | 0.09% | −9,094−25.3% | 減碼 |
| Abc Arbitrage SA | 26,900 | $276.5 萬 | 0.26% | +18,519+221.0% | 加碼 |
| United Asset Strategies, Inc. | 27,421 | $281.9 萬 | 0.22% | +8,860+47.7% | 加碼 |
| MML Investors Services, LLC | 27,481 | $282.5 萬 | 0.01% | −1,113−3.9% | 減碼 |
| Schroder Investment Management Group | 27,800 | $285.8 萬 | 0.00% | −24,876−47.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,883 | $286.6 萬 | 0.02% | −165−0.6% | 減碼 |
| Nissay Asset Management Corp | 27,907 | $286.9 萬 | 0.01% | −1,540−5.2% | 減碼 |
| Public Sector Pension Investment Board | 28,396 | $291.9 萬 | 0.01% | +8,745+44.5% | 加碼 |
| Rakuten Investment Management, Inc. | 28,250 | $293.6 萬 | 0.01% | +2,384+9.2% | 加碼 |
| Ethic Inc. | 29,595 | $304.2 萬 | 0.05% | −2,883−8.9% | 減碼 |
| New York Life Investment Management LLC | 29,640 | $304.7 萬 | 0.03% | −1,305−4.2% | 減碼 |
| Xponance, Inc. | 29,752 | $305.9 萬 | 0.02% | −439−1.5% | 減碼 |
| Atlantic Union Bankshares Corp | 29,869 | $307.1 萬 | 0.06% | −4,953−14.2% | 減碼 |
| Scotia Capital Inc. | 30,070 | $309.1 萬 | 0.01% | −8,431−21.9% | 減碼 |
| Brookstone Capital Management | 30,084 | $309.3 萬 | 0.04% | −1,915−6.0% | 減碼 |
| American Trust Investment Advisors, LLC | 30,124 | $309.7 萬 | 1.66% | −188−0.6% | 減碼 |
| Yousif Capital Management, LLC | 27,135 | $312.5 萬 | 0.03% | −2,417−8.2% | 減碼 |
| Freestone Capital Holdings, LLC | 30,907 | $317.7 萬 | 0.09% | +945+3.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 31,336 | $321.6 萬 | 0.02% | +6,410+25.7% | 加碼 |