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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 75,723 | $778.4 萬 | 0.01% | −4,695−5.8% | 減碼 |
| Handelsbanken Fonder AB | 76,460 | $786.0 萬 | 0.02% | −36,157−32.1% | 減碼 |
| State of Michigan Retirement System | 77,115 | $792.7 萬 | 0.04% | −4,300−5.3% | 減碼 |
| Lyell Wealth Management, LP | 78,699 | $809.0 萬 | 0.59% | −8,563−9.8% | 減碼 |
| KLP Kapitalforvaltning AS | 80,194 | $824.4 萬 | 0.03% | −1,800−2.2% | 減碼 |
| Nisa Investment Advisors, LLC | 82,086 | $843.8 萬 | 0.03% | +3,597+4.6% | 加碼 |
| Wellington Management Group LLP | 82,615 | $849.3 萬 | 0.00% | −1,180,609−93.5% | 減碼 |
| Havemeyer Place LP | 83,309 | $856.4 萬 | 1.69% | +83,309 | 新進 |
| Nomura Asset Management Co Ltd | 84,839 | $872.1 萬 | 0.02% | −4,700−5.2% | 減碼 |
| Parkwood LLC | 85,719 | $881.2 萬 | 0.75% | +16,800+24.4% | 加碼 |
| Swedbank AB | 86,091 | $885.0 萬 | 0.01% | −11,470−11.8% | 減碼 |
| Cerity Partners LLC | 86,353 | $887.7 萬 | 0.01% | −2,124−2.4% | 減碼 |
| American Assets Investment Management, LLC | 86,370 | $887.9 萬 | 0.61% | 00.0% | 不變 |
| Stifel Financial Corp | 86,837 | $892.8 萬 | 0.01% | −11,714−11.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 87,008 | $894.4 萬 | 0.06% | −1,261−1.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,977 | $897.7 萬 | 0.01% | −21,747−20.2% | 減碼 |
| Horiko Capital Management LLC | 87,549 | $902.2 萬 | 1.99% | −7,708−8.1% | 減碼 |
| Basswood Capital Management, L.L.C. | 88,267 | $907.4 萬 | 0.40% | −17,784−16.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 88,603 | $910.8 萬 | 0.02% | −104,434−54.1% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 89,372 | $918.7 萬 | 0.06% | −828−0.9% | 減碼 |
| Treasurer of the State of North Carolina | 89,640 | $921.5 萬 | 0.03% | −11,004−10.9% | 減碼 |
| Asset Management One Co.,Ltd. | 89,844 | $933.6 萬 | 0.03% | −6,324−6.6% | 減碼 |
| Mariner, LLC | 91,230 | $938.1 萬 | 0.01% | −2,900−3.1% | 減碼 |
| Miller Investment Management, LP | 96,724 | $994.3 萬 | 0.97% | −4,079−4.0% | 減碼 |
| Carmel Capital Partners, LLC | 99,944 | $1,027 萬 | 3.61% | −20.0% | 減碼 |
| TD Asset Management Inc | 100,378 | $1,032 萬 | 0.01% | −5,798−5.5% | 減碼 |
| Mercer Global Advisors Inc | 82,226 | $1,068 萬 | 0.02% | +19,900+31.9% | 加碼 |
| Atria Investments LLC | 108,223 | $1,113 萬 | 0.13% | −2,582−2.3% | 減碼 |
| Coronation Fund Managers Ltd. | 109,220 | $1,123 萬 | 0.50% | −3,129−2.8% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 109,643 | $1,127 萬 | 0.03% | −6,518−5.6% | 減碼 |
| ADAPT Investment Managers SA | 114,143 | $1,173 萬 | 2.37% | +114,143 | 新進 |
| MUFG Securities EMEA plc | 114,245 | $1,174 萬 | 0.14% | +109,889+2,522.7% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 115,109 | $1,196 萬 | 0.03% | +115,109 | 新進 |
| Oakcliff Capital Partners, LP | 118,000 | $1,213 萬 | 5.20% | 00.0% | 不變 |
| New York State Common Retirement Fund | 120,830 | $1,242 萬 | 0.02% | −6,500−5.1% | 減碼 |
| Mackenzie Financial Corp | 123,032 | $1,276 萬 | 0.02% | −2,291−1.8% | 減碼 |
| Korea Investment CORP | 124,729 | $1,282 萬 | 0.03% | −27,527−18.1% | 減碼 |
| Woodline Partners LP | 125,072 | $1,286 萬 | 0.05% | +125,072 | 新進 |
| Federation des caisses Desjardins du Quebec | 125,129 | $1,286 萬 | 0.05% | +2,214+1.8% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 99,719 | $1,288 萬 | 1.03% | +99,719 | 新進 |
| Prudential Financial Inc | 129,944 | $1,336 萬 | 0.02% | +1,091+0.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 130,220 | $1,342 萬 | 0.09% | +6,994+5.7% | 加碼 |
| Natixis Advisors, L.P. | 132,013 | $1,357 萬 | 0.02% | −6,277−4.5% | 減碼 |
| Great West Life Assurance Co | 132,352 | $1,361 萬 | 0.02% | −24,119−15.4% | 減碼 |
| Verition Fund Management LLC | 132,400 | $1,361 萬 | 0.07% | +91,699+225.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 132,618 | $1,363 萬 | 0.07% | −9,261−6.5% | 減碼 |
| Factory Mutual Insurance Co | 136,750 | $1,406 萬 | 0.14% | −2,750−2.0% | 減碼 |
| National Bank of Canada | 142,115 | $1,461 萬 | 0.01% | −314−0.2% | 減碼 |
| Armistice Capital, LLC | 151,295 | $1,555 萬 | 0.38% | +72,746+92.6% | 加碼 |
| Argosy-Lionbridge Management, LLC | 155,420 | $1,600 萬 | 10.11% | 00.0% | 不變 |
| Ceredex Value Advisors LLC | 158,812 | $1,633 萬 | 0.49% | −153,488−49.1% | 減碼 |
| LPL Financial LLC | 162,743 | $1,673 萬 | 0.00% | −13,524−7.7% | 減碼 |
| Bank of Montreal | 163,638 | $1,682 萬 | 0.01% | −4,462−2.7% | 減碼 |
| US Bancorp | 164,794 | $1,694 萬 | 0.02% | −3,308−2.0% | 減碼 |
| ExodusPoint Capital Management, LP | 167,385 | $1,721 萬 | 0.19% | +74,101+79.4% | 加碼 |
| Sterling Capital Management LLC | 167,503 | $1,722 萬 | 0.28% | −22,869−12.0% | 減碼 |
| Aviva PLC | 169,717 | $1,745 萬 | 0.03% | +8,883+5.5% | 加碼 |
| Jump Financial, LLC | 178,866 | $1,839 萬 | 0.23% | +83,375+87.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 182,228 | $1,873 萬 | 0.01% | −1,243−0.7% | 減碼 |
| HRT Financial LP | 184,391 | $1,896 萬 | 0.06% | −431,509−70.1% | 減碼 |
| Todd Asset Management LLC | 192,542 | $1,979 萬 | 0.39% | −16,682−8.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 116,856 | $1,985 萬 | 0.04% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 194,817 | $2,003 萬 | 0.03% | +87,600+81.7% | 加碼 |
| AustralianSuper Pty Ltd | 198,353 | $2,039 萬 | 0.09% | +1,546+0.8% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 201,582 | $2,072 萬 | 1.61% | −921−0.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 196,300 | $2,088 萬 | 0.03% | −26,270−11.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 203,292 | $2,090 萬 | 0.04% | −22,032−9.8% | 減碼 |
| CBOE Vest Financial, LLC | 204,222 | $2,099 萬 | 0.27% | −54,075−20.9% | 減碼 |
| Marshall Wace, LLP | 205,837 | $2,116 萬 | 0.02% | +68,126+49.5% | 加碼 |
| State of Wisconsin Investment Board | 206,302 | $2,121 萬 | 0.05% | +48,316+30.6% | 加碼 |
| New York State Teachers Retirement System | 206,824 | $2,126 萬 | 0.04% | −5,143−2.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 210,775 | $2,167 萬 | 0.16% | −63,398−23.1% | 減碼 |
| Spears Abacus Advisors LLC | 222,232 | $2,285 萬 | 0.43% | −2,952−1.3% | 減碼 |
| Pacific Heights Asset Management LLC | 225,000 | $2,313 萬 | 0.87% | +50,000+28.6% | 加碼 |
| Sapient Capital LLC | 224,617 | $2,332 萬 | 0.33% | −208−0.1% | 減碼 |
| Quantinno Capital Management LP | 230,461 | $2,369 萬 | 0.05% | +17,977+8.5% | 加碼 |
| Capital Fund Management S.A. | 238,136 | $2,448 萬 | 0.23% | +238,136 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 239,163 | $2,459 萬 | 0.06% | +13,985+6.2% | 加碼 |
| Russell Investments Group, Ltd. | 241,903 | $2,487 萬 | 0.03% | −268,494−52.6% | 減碼 |
| Truist Financial Corp | 249,744 | $2,567 萬 | 0.03% | −4,117−1.6% | 減碼 |
| Alliancebernstein L.P. | 251,396 | $2,584 萬 | 0.01% | −32,866−11.6% | 減碼 |
| Salem Investment Counselors Inc | 261,972 | $2,693 萬 | 0.76% | −4,107−1.5% | 減碼 |
| Ameriprise Financial Inc | 263,484 | $2,708 萬 | 0.01% | −120,127−31.3% | 減碼 |
| Pictet Asset Management Holding SA | 273,798 | $2,815 萬 | 0.03% | +34,199+14.3% | 加碼 |
| Franklin Resources Inc | 275,950 | $2,837 萬 | 0.01% | +138,522+100.8% | 加碼 |
| AE Wealth Management LLC | 278,207 | $2,860 萬 | 0.16% | +261,337+1,549.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 285,067 | $2,930 萬 | 0.05% | −270,238−48.7% | 減碼 |
| Victory Capital Management Inc | 287,804 | $2,959 萬 | 0.02% | +44,805+18.4% | 加碼 |
| Berkshire Asset Management LLC | 302,496 | $3,110 萬 | 1.36% | −1,502−0.5% | 減碼 |
| California Public Employees Retirement System | 306,251 | $3,148 萬 | 0.02% | −272,676−47.1% | 減碼 |
| Price T Rowe Associates Inc | 327,267 | $3,364 萬 | 0.00% | −16,792−4.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 329,761 | $3,390 萬 | 0.09% | +164,192+99.2% | 加碼 |
| TCW Group Inc | 332,657 | $3,420 萬 | 0.24% | −373,216−52.9% | 減碼 |
| California State Teachers Retirement System | 334,703 | $3,441 萬 | 0.03% | −45,160−11.9% | 減碼 |
| Antipodes Partners Ltd | 335,039 | $3,444 萬 | 0.72% | +28,317+9.2% | 加碼 |
| Tudor Investment Corp Et Al | 345,372 | $3,550 萬 | 0.19% | +345,372 | 新進 |
| Assetmark, Inc | 346,662 | $3,564 萬 | 0.07% | −10,279−2.9% | 減碼 |
| Clearbridge Investments, LLC | 362,982 | $3,731 萬 | 0.03% | −580,809−61.5% | 減碼 |
| Rafferty Asset Management, LLC | 370,307 | $3,807 萬 | 0.13% | +6,442+1.8% | 加碼 |
| Qube Research & Technologies Ltd | 371,095 | $3,815 萬 | 0.05% | +371,095 | 新進 |