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 |
|---|---|---|---|---|---|
| Castlefield Investment Partners LLP | 31,465 | $323.5 萬 | 2.49% | +31,465 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 31,502 | $323.8 萬 | 0.03% | −4,049−11.4% | 減碼 |
| Catherine Avery Investment Management LLC | 31,545 | $324.3 萬 | 1.94% | +3,702+13.3% | 加碼 |
| Illinois Municipal Retirement Fund | 32,453 | $333.6 萬 | 0.04% | −6,088−15.8% | 減碼 |
| Pathstone Holdings, LLC | 33,351 | $342.9 萬 | 0.01% | +519+1.6% | 加碼 |
| XTX Topco Ltd | 34,868 | $358.4 萬 | 0.09% | +26,120+298.6% | 加碼 |
| Merited Wealth, LLC | 34,900 | $358.8 萬 | 3.33% | +34,900 | 新進 |
| Lighthouse Investment Partners, LLC | 35,153 | $361.4 萬 | 0.12% | −19,690−35.9% | 減碼 |
| Howard Capital Management Inc. | 35,273 | $362.6 萬 | 0.05% | +3,073+9.5% | 加碼 |
| Sophron Capital Management L.P. | 35,436 | $364.3 萬 | 1.17% | −40,397−53.3% | 減碼 |
| Daiwa Securities Group Inc. | 35,435 | $364.3 萬 | 0.01% | −4,275−10.8% | 減碼 |
| Integrated Wealth Concepts LLC | 35,908 | $369.1 萬 | 0.04% | +6,834+23.5% | 加碼 |
| Utah Retirement Systems | 35,991 | $370.0 萬 | 0.04% | −989−2.7% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 36,087 | $371.0 萬 | 1.00% | +2,333+6.9% | 加碼 |
| NEOS Investment Management LLC | 36,117 | $371.3 萬 | 0.02% | +4,932+15.8% | 加碼 |
| Allianz Asset Management GmbH | 36,142 | $371.5 萬 | 0.00% | −59,669−62.3% | 減碼 |
| Winton Group Ltd | 36,375 | $373.9 萬 | 0.13% | +36,375 | 新進 |
| JustInvest LLC | 36,660 | $376.9 萬 | 0.04% | −2,405−6.2% | 減碼 |
| Comerica Bank | 37,189 | $382.3 萬 | 0.02% | −7,615−17.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 37,384 | $384.3 萬 | 0.04% | +26,682+249.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 37,429 | $384.8 萬 | 0.01% | −311,715−89.3% | 減碼 |
| Unison Advisors LLC | 37,661 | $387.2 萬 | 0.34% | +148+0.4% | 加碼 |
| British Columbia Investment Management Corp | 37,664 | $387.2 萬 | 0.02% | +4,947+15.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,682 | $387.4 萬 | 0.03% | −23,719−38.6% | 減碼 |
| Forsta Ap-Fonden | 37,747 | $388.0 萬 | 0.02% | −4,053−9.7% | 減碼 |
| Quantbot Technologies LP | 37,962 | $390.2 萬 | 0.13% | +37,962 | 新進 |
| IFM Investors Pty Ltd | 38,100 | $391.7 萬 | 0.03% | −4,135−9.8% | 減碼 |
| Manning & Napier Advisors LLC | 37,783 | $392.5 萬 | 0.05% | +881+2.4% | 加碼 |
| ProShare Advisors LLC | 39,670 | $407.8 萬 | 0.01% | +1,179+3.1% | 加碼 |
| Davenport & Co LLC | 40,306 | $414.3 萬 | 0.02% | −1,665−4.0% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 40,380 | $415.1 萬 | 0.04% | +40,380 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 40,657 | $418.0 萬 | 0.04% | −3,021−6.9% | 減碼 |
| Wealthfront Advisers LLC | 40,955 | $421.0 萬 | 0.01% | −17,343−29.7% | 減碼 |
| DnB Asset Management AS | 41,543 | $427.1 萬 | 0.01% | −69−0.2% | 減碼 |
| Amalgamated Bank | 42,421 | $436.1 萬 | 0.03% | −563−1.3% | 減碼 |
| Cutler Investment Counsel LLC | 42,464 | $436.5 萬 | 0.45% | +15,802+59.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 43,215 | $444.3 萬 | 0.02% | −504−1.2% | 減碼 |
| State of Alaska, Department of Revenue | 44,314 | $455.5 萬 | 0.05% | −2,935−6.2% | 減碼 |
| Voya Investment Management LLC | 44,407 | $456.5 萬 | 0.00% | −4,800−9.8% | 減碼 |
| Abn Amro Investment Solutions | 44,700 | $459.5 萬 | 0.07% | −5,500−11.0% | 減碼 |
| USS Investment Management Ltd | 45,578 | $468.6 萬 | 0.02% | +3,049+7.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 45,625 | $469.0 萬 | 0.09% | −18,606−29.0% | 減碼 |
| Balyasny Asset Management LLC | 45,731 | $470.1 萬 | 0.01% | +56+0.1% | 加碼 |
| Retirement Systems of Alabama | 45,898 | $471.8 萬 | 0.02% | −2,654−5.5% | 減碼 |
| Advisor Group Holdings, Inc. | 45,997 | $473.0 萬 | 0.01% | −26,453−36.5% | 減碼 |
| CIBC World Markets Corp | 46,322 | $476.2 萬 | 0.02% | +46,322 | 新進 |
| Flputnam Investment Management Co | 46,484 | $477.9 萬 | 0.07% | +26,592+133.7% | 加碼 |
| KWMG, LLC | 46,672 | $479.8 萬 | 0.41% | +2,375+5.4% | 加碼 |
| Janney Montgomery Scott LLC | 47,120 | $484.4 萬 | 0.01% | −69,788−59.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 47,128 | $484.5 萬 | 0.01% | −36,163−43.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 49,017 | $503.9 萬 | 0.02% | −78−0.2% | 減碼 |
| Boston Partners | 49,284 | $506.6 萬 | 0.01% | +4,521+10.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,186 | $515.9 萬 | 0.03% | −4,470−8.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 50,546 | $519.6 萬 | 0.41% | −3,677−6.8% | 減碼 |
| CIBC Asset Management Inc | 51,149 | $525.8 萬 | 0.01% | +18,499+56.7% | 加碼 |
| MetLife Investment Management | 51,544 | $529.9 萬 | 0.03% | −4,862−8.6% | 減碼 |
| Advisors Capital Management, LLC | 52,894 | $543.8 萬 | 0.06% | +6,189+13.3% | 加碼 |
| Qsemble Capital Management, LP | 53,003 | $544.9 萬 | 0.45% | +53,003 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 53,491 | $549.9 萬 | 0.02% | +7,480+16.3% | 加碼 |
| Triveni Capital Investments LP | 53,492 | $549.9 萬 | 4.10% | +53,492 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 53,586 | $550.9 萬 | 0.01% | −3,570−6.2% | 減碼 |
| Legacy Trust | 53,795 | $553.0 萬 | 1.03% | +3,115+6.1% | 加碼 |
| Man Group plc | 54,700 | $562.3 萬 | 0.01% | +54,700 | 新進 |
| O'Shaughnessy Asset Management, LLC | 55,726 | $572.9 萬 | 0.03% | −3,472−5.9% | 減碼 |
| Tower Bridge Advisors | 56,122 | $576.9 萬 | 0.58% | −2,303−3.9% | 減碼 |
| Czech National Bank | 56,892 | $584.8 萬 | 0.04% | −915−1.6% | 減碼 |
| Arizona State Retirement System | 58,466 | $601.0 萬 | 0.03% | −8,744−13.0% | 減碼 |
| Shufro Rose & Co LLC | 59,599 | $612.7 萬 | 0.41% | +2,229+3.9% | 加碼 |
| Cresset Asset Management, LLC | 60,016 | $617.0 萬 | 0.03% | +1,764+3.0% | 加碼 |
| M&T Bank Corp | 60,281 | $619.7 萬 | 0.02% | +1,010+1.7% | 加碼 |
| NewEdge Wealth, LLC | 60,602 | $623.0 萬 | 0.07% | −7,383−10.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 60,886 | $625.9 萬 | 0.02% | −5,731−8.6% | 減碼 |
| JGP Wealth Management, LLC | 61,122 | $628.3 萬 | 0.65% | +2,360+4.0% | 加碼 |
| Element Capital Management LLC | 62,620 | $643.7 萬 | 3.33% | +62,620 | 新進 |
| KBC Group NV | 62,689 | $644.5 萬 | 0.01% | +15,998+34.3% | 加碼 |
| Creative Planning | 63,184 | $649.5 萬 | 0.00% | +22,651+55.9% | 加碼 |
| First Washington CORP | 63,985 | $657.8 萬 | 1.70% | −233−0.4% | 減碼 |
| Stockman Wealth Management, Inc. | 64,719 | $665.3 萬 | 0.77% | +1,743+2.8% | 加碼 |
| 683 Capital Management, LLC | 65,500 | $673.3 萬 | 0.56% | −13,500−17.1% | 減碼 |
| Montgomery Investment Management Inc | 66,788 | $686.6 萬 | 2.47% | −736−1.1% | 減碼 |
| Palmer Knight Co | 67,246 | $691.3 萬 | 3.63% | −96−0.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 67,880 | $697.8 萬 | 0.40% | +10,502+18.3% | 加碼 |
| Glenmede Trust Co NA | 68,296 | $702.1 萬 | 0.03% | +68,296 | 新進 |
| Omers Administration Corp | 68,376 | $702.9 萬 | 0.05% | 00.0% | 不變 |
| CI Private Wealth, LLC | 68,662 | $705.8 萬 | 0.01% | +5,899+9.4% | 加碼 |
| Standard Life Aberdeen plc | 68,936 | $708.7 萬 | 0.01% | −1,255−1.8% | 減碼 |
| State of Tennessee, Treasury Department | 65,168 | $712.6 萬 | 0.02% | −39,532−37.8% | 減碼 |
| Public Employees Retirement System of Ohio | 69,539 | $714.9 萬 | 0.02% | −2,279−3.2% | 減碼 |
| Walleye Capital LLC | 69,580 | $715.3 萬 | 0.04% | +51,908+293.7% | 加碼 |
| Lincluden Management Ltd | 69,917 | $718.7 萬 | 0.61% | +3,851+5.8% | 加碼 |
| Resona Asset Management Co.,Ltd. | 69,912 | $719.9 萬 | 0.03% | −9,903−12.4% | 減碼 |
| QRG Capital Management, Inc. | 70,221 | $721.9 萬 | 0.08% | −2,694−3.7% | 減碼 |
| Walleye Trading LLC | 70,775 | $727.6 萬 | 0.12% | +48,135+212.6% | 加碼 |
| Asset Management Advisors, LLC | 71,542 | $735.5 萬 | 4.45% | +16,560+30.1% | 加碼 |
| Toronto Dominion Bank | 71,581 | $735.9 萬 | 0.01% | −12,138−14.5% | 減碼 |
| Danske Bank A/S | 72,014 | $740.3 萬 | 0.02% | −1,200−1.6% | 減碼 |
| Cambria Investment Management, L.P. | 72,775 | $748.1 萬 | 0.44% | +12,647+21.0% | 加碼 |
| Nomura Holdings Inc | 75,558 | $776.7 萬 | 0.02% | +67,483+835.7% | 加碼 |
| Credit Agricole S A | 75,611 | $777.3 萬 | 0.02% | +7,365+10.8% | 加碼 |
| Royal London Asset Management Ltd | 75,648 | $777.7 萬 | 0.02% | +20,043+36.0% | 加碼 |