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
2026 年第 1 季 13F 持有人
Lennar Corp 在 2026/3/31 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
- 939
- 較 2025 年第 4 季 −10 家
- 持有股數
- 2.05 億
- 較 2025 年第 4 季 +2,744 萬 (+15.5%)
- 總市值
- $177.7 億
- 較 2025 年第 4 季 −$4.62 億 (−2.5%)
- 新進機構
- 121
- 另有 355 家加碼
- 清倉機構
- 131
- 另有 337 家減碼
另有 19 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 1,040,672 | $9,037 萬 | 0.19% | −213,635−17.0% | 減碼 |
| Bank of New York Mellon Corp | 1,042,963 | $9,057 萬 | 0.02% | −28,394−2.7% | 減碼 |
| Neuberger Berman Group LLC | 1,131,025 | $9,822 萬 | 0.07% | −144,361−11.3% | 減碼 |
| First Trust Advisors LP | 1,174,464 | $1.02 億 | 0.07% | −511,367−30.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,192,594 | $1.04 億 | 0.03% | +1,192,594 | 新進 |
| Toroso Investments, LLC | 1,234,904 | $1.05 億 | 0.33% | +1,224,927+12,277.5% | 加碼 |
| Envestnet Asset Management Inc | 1,295,680 | $1.13 億 | 0.03% | +401,737+44.9% | 加碼 |
| Legal & General Group Plc | 1,302,222 | $1.13 億 | 0.03% | +23,330+1.8% | 加碼 |
| UBS Asset Management Americas Inc | 1,323,122 | $1.15 億 | 0.02% | +381,888+40.6% | 加碼 |
| FMR LLC | 1,419,647 | $1.23 億 | 0.01% | −1,792,812−55.8% | 減碼 |
| Wells Fargo & Company | 1,561,995 | $1.36 億 | 0.03% | +303,921+24.2% | 加碼 |
| UBS Group AG | 1,578,684 | $1.37 億 | 0.02% | +554,847+54.2% | 加碼 |
| Smead Capital Management, Inc. | 1,586,225 | $1.38 億 | 3.00% | −236,066−13.0% | 減碼 |
| JPMorgan Chase & Co | 1,813,654 | $1.54 億 | 0.01% | −1,104,297−37.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,782,905 | $1.55 億 | 0.02% | +61,773+3.6% | 加碼 |
| Northern Trust Corp | 2,109,127 | $1.83 億 | 0.02% | −596,739−22.1% | 減碼 |
| AQR Capital Management LLC | 2,121,511 | $1.84 億 | 0.08% | +1,692,766+394.8% | 加碼 |
| Dimensional Fund Advisors LP | 2,301,319 | $2.00 億 | 0.04% | +17,816+0.8% | 加碼 |
| Brave Warrior Advisors, LLC | 2,410,050 | $2.09 億 | 5.18% | −1,364−0.1% | 減碼 |
| Goldman Sachs Group Inc | 2,464,378 | $2.14 億 | 0.03% | +739,220+42.8% | 加碼 |
| Janus Henderson Group PLC | 2,546,970 | $2.21 億 | 0.11% | +419,745+19.7% | 加碼 |
| Two Sigma Investments, LP | 2,603,937 | $2.26 億 | 0.19% | +1,067,658+69.5% | 加碼 |
| Kempen Capital Management N.V. | 2,662,147 | $2.31 億 | 2.03% | +698,774+35.6% | 加碼 |
| Invesco Ltd. | 2,750,052 | $2.39 億 | 0.02% | +631,478+29.8% | 加碼 |
| Bank of America Corp | 2,806,414 | $2.44 億 | 0.02% | +309,962+12.4% | 加碼 |
| Morgan Stanley | 3,205,597 | $2.78 億 | 0.02% | −557,383−14.8% | 減碼 |
| Capital World Investors | 3,270,074 | $2.84 億 | 0.04% | +6,736+0.2% | 加碼 |
| Principal Financial Group Inc | 3,491,914 | $3.03 億 | 0.16% | +98,684+2.9% | 加碼 |
| ACR Alpine Capital Research, LLC | 4,212,111 | $3.66 億 | 5.46% | +997,039+31.0% | 加碼 |
| Geode Capital Management, LLC | 5,752,833 | $4.98 億 | 0.03% | +131,151+2.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 5,976,609 | $5.19 億 | 0.45% | −113,012−1.9% | 減碼 |
| Aristotle Capital Management, LLC | 8,346,077 | $7.25 億 | 1.52% | −379,873−4.4% | 減碼 |
| Vanguard Portfolio Management LLC | 9,526,409 | $8.27 億 | 0.04% | +9,526,409 | 新進 |
| State Street Corp | 10,037,636 | $8.72 億 | 0.03% | −67,183−0.7% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 10,099,642 | $8.77 億 | 0.33% | +3,048,692+43.2% | 加碼 |
| Greenhaven Associates Inc大師Greenhaven | 10,632,131 | $9.23 億 | 15.21% | +537,984+5.3% | 加碼 |
| Eagle Capital Management LLC | 10,880,455 | $9.45 億 | 3.17% | −105,757−1.0% | 減碼 |
| Vanguard Capital Management LLC | 12,947,306 | $11.2 億 | 0.03% | +12,947,306 | 新進 |
| BlackRock, Inc. | 18,256,480 | $15.9 億 | 0.03% | +169,788+0.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,100,812−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −933,278−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −676,725−100.0% | 清倉 |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −335,039−100.0% | 清倉 |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −192,542−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −167,385−100.0% | 清倉 |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −99,719−100.0% | 清倉 |
| ADAPT Investment Managers SA | 0 | $0 | 0.00% | −114,143−100.0% | 清倉 |
| Miller Investment Management, LP | 0 | $0 | 0.00% | −96,724−100.0% | 清倉 |
| Havemeyer Place LP | 0 | $0 | 0.00% | −83,309−100.0% | 清倉 |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −69,917−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −69,580−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −62,620−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −53,003−100.0% | 清倉 |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −46,484−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,731−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −43,215−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,962−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −37,429−100.0% | 清倉 |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −27,421−100.0% | 清倉 |
| Alpine Fox Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −24,466−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −23,213−100.0% | 清倉 |
| AMG National Trust Bank | 0 | $0 | 0.00% | −19,033−100.0% | 清倉 |
| Clark Estates Inc | 0 | $0 | 0.00% | −18,025−100.0% | 清倉 |
| Baypointe Partners LLC | 0 | $0 | 0.00% | −17,550−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −14,824−100.0% | 清倉 |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −13,924−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −13,468−100.0% | 清倉 |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −12,861−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −11,883−100.0% | 清倉 |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | 清倉 |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −10,411−100.0% | 清倉 |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −9,996−100.0% | 清倉 |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −9,993−100.0% | 清倉 |
| Hilltop Partners LLC | 0 | $0 | 0.00% | −9,909−100.0% | 清倉 |
| Heritage Trust Co | 0 | $0 | 0.00% | −9,577−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,516−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,752−100.0% | 清倉 |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −7,648−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,190−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −6,519−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −6,148−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −5,455−100.0% | 清倉 |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −5,433−100.0% | 清倉 |
| DJE Kapital AG | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −4,972−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,943−100.0% | 清倉 |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,754−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,169−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,929−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,624−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,581−100.0% | 清倉 |
| Diker Management LLC | 0 | $0 | 0.00% | −3,502−100.0% | 清倉 |
| Marble Wealth, LLC | 0 | $0 | 0.00% | −3,386−100.0% | 清倉 |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −3,234−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −3,209−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −3,161−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −2,911−100.0% | 清倉 |