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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,976 | $77.8 萬 | 0.01% | −121,244−93.1% | 減碼 |
| Numerai GP LLC | 9,075 | $78.8 萬 | 0.08% | +9,075 | 新進 |
| Bessemer Group Inc | 9,101 | $79.0 萬 | 0.00% | −1,289−12.4% | 減碼 |
| Ridgewood Investments LLC | 9,196 | $79.9 萬 | 0.33% | +9,196 | 新進 |
| Tema ETFs LLC | 9,226 | $80.1 萬 | 0.05% | +42+0.5% | 加碼 |
| AlphaGrep UK Ltd | 9,237 | $80.2 萬 | 0.24% | +6,373+222.5% | 加碼 |
| D.A. Davidson & Co. | 9,408 | $81.7 萬 | 0.00% | +3,051+48.0% | 加碼 |
| Twinbeech Capital LP | 9,566 | $83.1 萬 | 0.09% | −8,268−46.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,641 | $83.7 萬 | 0.00% | +1,614+20.1% | 加碼 |
| HB Wealth Management, LLC | 9,670 | $84.0 萬 | 0.01% | +803+9.1% | 加碼 |
| Aigen Investment Management, LP | 9,727 | $84.5 萬 | 0.22% | −514−5.0% | 減碼 |
| Apollon Wealth Management, LLC | 9,816 | $85.2 萬 | 0.01% | −328−3.2% | 減碼 |
| KCM Investment Advisors LLC | 9,879 | $85.8 萬 | 0.03% | +125+1.3% | 加碼 |
| Callan Family Office, LLC | 9,965 | $86.5 萬 | 0.02% | +3,522+54.7% | 加碼 |
| Sacks & Associates, LLC | 9,969 | $86.6 萬 | 0.64% | −411−4.0% | 減碼 |
| Brighton Jones LLC | 9,980 | $86.7 萬 | 0.02% | +9,980 | 新進 |
| Union Square Park Capital Management, LLC | 10,000 | $86.8 萬 | 0.76% | +10,000 | 新進 |
| Allworth Financial LP | 10,001 | $86.9 萬 | 0.00% | +2,121+26.9% | 加碼 |
| Vontobel Holding Ltd. | 10,064 | $87.4 萬 | 0.00% | +260+2.7% | 加碼 |
| Oxford Asset Management LLP | 10,075 | $87.5 萬 | 0.35% | +4,729+88.5% | 加碼 |
| Park Avenue Securities LLC | 10,089 | $87.6 萬 | 0.01% | −356−3.4% | 減碼 |
| United Capital Financial Advisers, LLC | 10,103 | $87.7 萬 | 0.01% | +677+7.2% | 加碼 |
| Camelot Portfolios, LLC | 10,144 | $88.1 萬 | 0.66% | 00.0% | 不變 |
| RMB Capital Management, LLC | 10,254 | $89.0 萬 | 0.02% | +4,462+77.0% | 加碼 |
| Guggenheim Capital LLC | 10,315 | $89.6 萬 | 0.01% | +5,696+123.3% | 加碼 |
| Atlantic Union Bankshares Corp | 10,413 | $90.4 萬 | 0.02% | −19,456−65.1% | 減碼 |
| Maryland State Retirement & Pension System | 10,494 | $91.1 萬 | 0.02% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 10,500 | $91.2 萬 | 0.20% | +10,500 | 新進 |
| New Mexico Educational Retirement Board | 10,560 | $91.7 萬 | 0.03% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 10,638 | $92.4 萬 | 0.04% | +1,441+15.7% | 加碼 |
| Secured Retirement Advisors, LLC | 10,675 | $92.7 萬 | 0.52% | −1,179−9.9% | 減碼 |
| Permanens Capital L.P. | 10,989 | $95.4 萬 | 0.12% | −7,928−41.9% | 減碼 |
| Louisiana State Employees Retirement System | 11,000 | $95.5 萬 | 0.02% | 00.0% | 不變 |
| Ascent Group, LLC | 11,002 | $95.5 萬 | 0.03% | −95−0.9% | 減碼 |
| Abn Amro Investment Solutions | 11,026 | $95.7 萬 | 0.01% | −33,674−75.3% | 減碼 |
| Sava Infond d.o.o. | 11,150 | $96.8 萬 | 0.14% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 11,162 | $96.9 萬 | 0.03% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 11,220 | $97.4 萬 | 0.02% | +925+9.0% | 加碼 |
| Capitolis Liquid Global Markets LLC | 11,300 | $98.1 萬 | 0.01% | +11,300 | 新進 |
| Portfolio Design Labs, LLC | 11,410 | $99.1 萬 | 0.18% | −458−3.9% | 減碼 |
| Arkadios Wealth Advisors | 11,441 | $99.4 萬 | 0.02% | +1,809+18.8% | 加碼 |
| ClearAlpha Technologies LP | 11,683 | $101.5 萬 | 2.09% | +2,536+27.7% | 加碼 |
| Accurate Wealth Management, LLC | 11,493 | $102.3 萬 | 0.12% | +2,349+25.7% | 加碼 |
| Osmosis Investment Management UK Ltd | 11,830 | $102.7 萬 | 0.03% | +9,029+322.3% | 加碼 |
| Redwood Investment Management, LLC | 11,841 | $102.8 萬 | 0.13% | +11,841 | 新進 |
| Holderness Investments Co | 11,879 | $103.2 萬 | 0.21% | −10−0.1% | 減碼 |
| Hartford Investment Management Co | 12,010 | $104.3 萬 | 0.03% | −409−3.3% | 減碼 |
| Leonteq Securities AG | 12,087 | $105.0 萬 | 0.06% | −3,485−22.4% | 減碼 |
| Mengis Capital Management, Inc. | 12,255 | $106.4 萬 | 0.18% | −169−1.4% | 減碼 |
| Norinchukin Bank, The | 12,271 | $106.6 萬 | 0.01% | −52−0.4% | 減碼 |
| Storebrand Asset Management AS | 12,398 | $107.7 萬 | 0.00% | −14,389−53.7% | 減碼 |
| Gamco Investors, Inc. Et Al | 12,420 | $107.9 萬 | 0.01% | −107−0.9% | 減碼 |
| Jain Global LLC | 12,427 | $107.9 萬 | 0.01% | +12,427 | 新進 |
| Sendero Wealth Management, LLC | 12,455 | $108.2 萬 | 0.12% | −36−0.3% | 減碼 |
| Macquarie Group Ltd | 12,587 | $109.1 萬 | 0.01% | −3,673−22.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 12,907 | $110.3 萬 | 0.00% | −471−3.5% | 減碼 |
| Confluence Wealth Services, Inc. | 12,851 | $111.6 萬 | 0.04% | +1,133+9.7% | 加碼 |
| Skopos Labs, Inc. | 12,869 | $111.7 萬 | 0.03% | +3,731+40.8% | 加碼 |
| Third View Private Wealth, LLC | 12,891 | $111.9 萬 | 0.15% | +547+4.4% | 加碼 |
| Mizuho Securities USA LLC | 13,044 | $113.3 萬 | 0.03% | −2,666−17.0% | 減碼 |
| Quantitative Investment Management, LLC | 13,306 | $115.5 萬 | 0.12% | +4,797+56.4% | 加碼 |
| Abacus Planning Group, Inc. | 13,316 | $115.6 萬 | 0.16% | −68−0.5% | 減碼 |
| 17 Capital Partners, LLC | 13,434 | $116.7 萬 | 0.60% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 13,440 | $116.7 萬 | 0.02% | −2,348−14.9% | 減碼 |
| EP Wealth Advisors, LLC | 13,518 | $117.4 萬 | 0.01% | +1,032+8.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 13,557 | $117.7 萬 | 0.00% | +5,028+59.0% | 加碼 |
| Freemont Management S.A. | 13,600 | $118.1 萬 | 0.22% | −1,400−9.3% | 減碼 |
| BOCHK Asset Management Ltd | 13,750 | $119.4 萬 | 0.25% | +13,750 | 新進 |
| Eurizon Capital SGR S.p.A. | 13,852 | $120.0 萬 | 0.00% | −11,902−46.2% | 減碼 |
| Vise Technologies, Inc. | 11,672 | $120.0 萬 | 0.02% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 13,874 | $120.5 萬 | 0.01% | +279+2.1% | 加碼 |
| Gsa Capital Partners LLP | 14,013 | $121.7 萬 | 0.08% | +14,013 | 新進 |
| Sierra Summit Advisors LLC | 14,029 | $121.8 萬 | 0.18% | −275−1.9% | 減碼 |
| Canada Pension Plan Investment Board | 14,081 | $122.3 萬 | 0.00% | +5,428+62.7% | 加碼 |
| Baird Financial Group, Inc. | 14,118 | $122.6 萬 | 0.00% | −1,710−10.8% | 減碼 |
| Levin Capital Strategies, L.P. | 14,131 | $122.7 萬 | 0.09% | +14,131 | 新進 |
| Commerce Bank | 14,134 | $122.7 萬 | 0.01% | −225−1.6% | 減碼 |
| Merit Financial Group, LLC | 14,153 | $122.9 萬 | 0.01% | +7,309+106.8% | 加碼 |
| Flagship Capital Management Inc. | 14,156 | $122.9 萬 | 0.90% | −225−1.6% | 減碼 |
| Pinnacle Associates Ltd | 14,311 | $124.3 萬 | 0.02% | −95−0.7% | 減碼 |
| Generali Asset Management SPA SGR | 14,377 | $124.8 萬 | 0.03% | −899−5.9% | 減碼 |
| Sage Investment Counsel LLC | 14,413 | $125.2 萬 | 1.39% | +1,384+10.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,600 | $126.8 萬 | 0.00% | −3,509−19.4% | 減碼 |
| Investment Management Corp of Ontario | 14,697 | $127.6 萬 | 0.02% | +400+2.8% | 加碼 |
| Canandaigua National Corp | 14,723 | $127.9 萬 | 0.11% | +14,723 | 新進 |
| Myriad Asset Management Advisors LLC | 14,786 | $128.4 萬 | 0.38% | +90+0.6% | 加碼 |
| Bokf, NA | 14,795 | $128.5 萬 | 0.02% | +43+0.3% | 加碼 |
| Thrivent Financial for Lutherans | 14,892 | $129.3 萬 | 0.00% | −1,199−7.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,205 | $132.0 萬 | 0.02% | −831−5.2% | 減碼 |
| Brinker Capital Investments, LLC | 15,258 | $132.5 萬 | 0.01% | −2,467−13.9% | 減碼 |
| Beech Hill Advisors, Inc. | 15,409 | $133.8 萬 | 0.67% | +2,790+22.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 15,781 | $134.5 萬 | 0.00% | −6,798−30.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,749 | $136.8 萬 | 0.03% | +4,190+36.2% | 加碼 |
| Neo Ivy Capital Management | 15,899 | $138.1 萬 | 0.36% | +6,484+68.9% | 加碼 |
| Fishman Jay A Ltd | 16,000 | $138.9 萬 | 0.12% | 00.0% | 不變 |
| Polianta Ltd | 16,100 | $139.8 萬 | 0.19% | +16,100 | 新進 |
| Stiles Financial Services Inc | 16,509 | $143.4 萬 | 0.44% | +241+1.5% | 加碼 |
| Sippican Capital Advisors | 16,660 | $144.7 萬 | 0.99% | −362−2.1% | 減碼 |
| PEAK6 LLC | 16,821 | $146.1 萬 | 0.04% | +15,530+1,202.9% | 加碼 |
| Pacer Advisors, Inc. | 17,020 | $147.8 萬 | 0.00% | −6,314−27.1% | 減碼 |