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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 58,266 | $506.0 萬 | 0.18% | +21,891+60.2% | 加碼 |
| Live Oak Private Wealth LLC | 56,564 | $491.2 萬 | 0.68% | +47,425+518.9% | 加碼 |
| Tower Bridge Advisors | 56,030 | $486.6 萬 | 0.47% | −92−0.2% | 減碼 |
| Arizona State Retirement System | 55,719 | $483.9 萬 | 0.03% | −2,747−4.7% | 減碼 |
| Legacy Trust | 55,615 | $483.0 萬 | 0.93% | +1,820+3.4% | 加碼 |
| Advisors Capital Management, LLC | 54,659 | $474.7 萬 | 0.06% | +1,765+3.3% | 加碼 |
| TrueMark Investments, LLC | 53,187 | $461.9 萬 | 0.90% | +29,713+126.6% | 加碼 |
| Opal Capital LLC | 53,032 | $460.5 萬 | 0.82% | +29,435+124.7% | 加碼 |
| CIBC Asset Management Inc | 51,756 | $449.4 萬 | 0.01% | +607+1.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 51,620 | $448.3 萬 | 0.25% | −16,260−24.0% | 減碼 |
| USS Investment Management Ltd | 51,590 | $448.0 萬 | 0.02% | +6,012+13.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 51,021 | $443.1 萬 | 0.02% | −4,705−8.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 50,356 | $437.3 萬 | 0.05% | +12,972+34.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,262 | $436.5 萬 | 0.02% | +76+0.2% | 加碼 |
| MetLife Investment Management | 50,240 | $436.3 萬 | 0.02% | −1,304−2.5% | 減碼 |
| M&T Bank Corp | 49,919 | $433.5 萬 | 0.01% | −10,362−17.2% | 減碼 |
| KWMG, LLC | 49,808 | $432.5 萬 | 0.36% | +3,136+6.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 49,017 | $425.7 萬 | 0.02% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,356 | $419.9 萬 | 0.02% | +10,674+28.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 47,744 | $414.6 萬 | 0.01% | +616+1.3% | 加碼 |
| Fifth Third Bancorp | 47,602 | $413.4 萬 | 0.01% | +37,119+354.1% | 加碼 |
| Janney Montgomery Scott LLC | 47,329 | $411.0 萬 | 0.01% | +209+0.4% | 加碼 |
| Retirement Systems of Alabama | 45,820 | $397.9 萬 | 0.01% | −78−0.2% | 減碼 |
| Caxton Associates LLP | 45,589 | $395.9 萬 | 0.09% | +40,917+875.8% | 加碼 |
| Jones Financial Companies LLLP | 43,751 | $394.8 萬 | 0.00% | +36,430+497.6% | 加碼 |
| Lighthouse Investment Partners, LLC | 45,146 | $392.0 萬 | 0.15% | +9,993+28.4% | 加碼 |
| Davenport & Co LLC | 45,084 | $391.5 萬 | 0.02% | +4,778+11.9% | 加碼 |
| State of Alaska, Department of Revenue | 44,479 | $386.1 萬 | 0.04% | +165+0.4% | 加碼 |
| Voya Investment Management LLC | 44,187 | $383.7 萬 | 0.00% | −220−0.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 43,634 | $379.2 萬 | 0.02% | +12,298+39.2% | 加碼 |
| DnB Asset Management AS | 42,865 | $372.2 萬 | 0.01% | +1,322+3.2% | 加碼 |
| Integrated Wealth Concepts LLC | 42,597 | $369.9 萬 | 0.03% | +6,689+18.6% | 加碼 |
| SEB Asset Management AB | 42,327 | $367.6 萬 | 0.02% | +42,327 | 新進 |
| Cutler Investment Counsel LLC | 41,739 | $362.5 萬 | 0.37% | −725−1.7% | 減碼 |
| Quadrature Capital Ltd | 41,220 | $358.0 萬 | 0.04% | +41,220 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 47,618 | $351.7 萬 | 0.01% | −148,682−75.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 40,419 | $351.0 萬 | 0.03% | −238−0.6% | 減碼 |
| Blackstone Group Inc. | 40,324 | $350.2 萬 | 0.01% | +40,324 | 新進 |
| Advisor Group Holdings, Inc. | 40,235 | $349.5 萬 | 0.01% | −5,762−12.5% | 減碼 |
| Amalgamated Bank | 40,014 | $347.5 萬 | 0.03% | −2,407−5.7% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 39,227 | $340.6 萬 | 0.90% | +3,140+8.7% | 加碼 |
| Captrust Financial Advisors | 39,029 | $338.8 萬 | 0.01% | +25,552+189.6% | 加碼 |
| Walleye Trading LLC | 38,590 | $335.1 萬 | 0.07% | −32,185−45.5% | 減碼 |
| Legato Capital Management LLC | 38,000 | $330.0 萬 | 0.30% | +20,000+111.1% | 加碼 |
| Unison Advisors LLC | 37,815 | $328.4 萬 | 0.25% | +154+0.4% | 加碼 |
| Allianz Asset Management GmbH | 37,423 | $325.0 萬 | 0.00% | +1,281+3.5% | 加碼 |
| IFM Investors Pty Ltd | 37,045 | $321.7 萬 | 0.03% | −1,055−2.8% | 減碼 |
| Public Sector Pension Investment Board | 36,118 | $313.6 萬 | 0.01% | +7,722+27.2% | 加碼 |
| Daiwa Securities Group Inc. | 35,945 | $312.1 萬 | 0.01% | +510+1.4% | 加碼 |
| Merited Wealth, LLC | 34,900 | $303.1 萬 | 2.51% | 00.0% | 不變 |
| Manning & Napier Advisors LLC | 34,419 | $298.9 萬 | 0.04% | −3,364−8.9% | 減碼 |
| Lyell Wealth Management, LP | 34,296 | $297.8 萬 | 0.22% | −44,403−56.4% | 減碼 |
| Xponance, Inc. | 33,984 | $295.1 萬 | 0.02% | +4,232+14.2% | 加碼 |
| Brookstone Capital Management | 33,436 | $290.4 萬 | 0.03% | +3,352+11.1% | 加碼 |
| Freestone Capital Holdings, LLC | 33,359 | $289.7 萬 | 0.09% | +2,452+7.9% | 加碼 |
| Utah Retirement Systems | 33,339 | $289.5 萬 | 0.03% | −2,652−7.4% | 減碼 |
| Castlefield Investment Partners LLP | 33,321 | $289.4 萬 | 2.21% | +1,856+5.9% | 加碼 |
| Infrastructure Capital Advisors, LLC | 32,881 | $285.5 萬 | 0.27% | +32,881 | 新進 |
| JustInvest LLC | 32,865 | $285.4 萬 | 0.03% | −3,795−10.4% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 32,394 | $281.3 萬 | 0.03% | −7,986−19.8% | 減碼 |
| Vident Advisory, LLC | 32,351 | $280.9 萬 | 0.02% | +9,325+40.5% | 加碼 |
| Virtu Financial LLC | 31,905 | $277.1 萬 | 0.11% | +8,810+38.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 31,502 | $273.6 萬 | 0.02% | 00.0% | 不變 |
| ProShare Advisors LLC | 31,420 | $272.9 萬 | 0.00% | −8,250−20.8% | 減碼 |
| Agf Management Ltd | 31,343 | $272.2 萬 | 0.01% | +5,917+23.3% | 加碼 |
| Pathstone Holdings, LLC | 31,325 | $272.0 萬 | 0.01% | −2,026−6.1% | 減碼 |
| Illinois Municipal Retirement Fund | 31,073 | $269.8 萬 | 0.03% | −1,380−4.3% | 減碼 |
| NEOS Investment Management LLC | 30,997 | $269.2 萬 | 0.01% | −5,120−14.2% | 減碼 |
| Wealthfront Advisers LLC | 30,922 | $268.5 萬 | 0.01% | −10,033−24.5% | 減碼 |
| American Trust Investment Advisors, LLC | 30,899 | $268.3 萬 | 1.48% | +775+2.6% | 加碼 |
| Rakuten Investment Management, Inc. | 31,483 | $267.2 萬 | 0.01% | +3,233+11.4% | 加碼 |
| Ethic Inc. | 30,564 | $262.6 萬 | 0.04% | +969+3.3% | 加碼 |
| Scotia Capital Inc. | 30,051 | $261.0 萬 | 0.01% | −19−0.1% | 減碼 |
| New York Life Investment Management LLC | 30,030 | $260.8 萬 | 0.02% | +390+1.3% | 加碼 |
| Marshall Wace, LLP | 29,432 | $255.6 萬 | 0.00% | −176,405−85.7% | 減碼 |
| Group One Trading, L.P. | 29,378 | $255.1 萬 | 0.08% | +29,378 | 新進 |
| Swedbank AB | 29,007 | $251.9 萬 | 0.00% | −57,084−66.3% | 減碼 |
| Commonwealth Retirement Investments LLC | 28,804 | $250.1 萬 | 0.78% | +3,378+13.3% | 加碼 |
| Avanza Fonder AB | 28,796 | $250.1 萬 | 0.07% | +7,697+36.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 28,794 | $250.0 萬 | 0.02% | −103,824−78.3% | 減碼 |
| Sepio Capital, LP | 28,653 | $248.8 萬 | 0.14% | +28,653 | 新進 |
| Triveni Capital Investments LP | 28,391 | $246.5 萬 | 2.44% | −25,101−46.9% | 減碼 |
| British Columbia Investment Management Corp | 28,259 | $245.4 萬 | 0.01% | −9,405−25.0% | 減碼 |
| Howard Capital Management Inc. | 28,133 | $244.3 萬 | 0.04% | −7,140−20.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,883 | $242.1 萬 | 0.02% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 27,838 | $241.7 萬 | 0.38% | +3,582+14.8% | 加碼 |
| HighTower Advisors, LLC | 27,674 | $240.3 萬 | 0.00% | +1,965+7.6% | 加碼 |
| Nissay Asset Management Corp | 27,396 | $237.9 萬 | 0.01% | −511−1.8% | 減碼 |
| Capula Management Ltd | 27,050 | $234.9 萬 | 0.02% | +27,050 | 新進 |
| Yousif Capital Management, LLC | 26,795 | $232.7 萬 | 0.03% | −340−1.3% | 減碼 |
| Jane Street Group, LLC | 26,701 | $231.9 萬 | 0.00% | −1,464,257−98.2% | 減碼 |
| UniSuper Management Pty Ltd | 26,191 | $227.4 萬 | 0.01% | +1,597+6.5% | 加碼 |
| Tounjian Advisory Partners, LLC | 26,028 | $226.0 萬 | 0.82% | +746+3.0% | 加碼 |
| Arnhold LLC | 25,113 | $218.1 萬 | 0.16% | 00.0% | 不變 |
| MML Investors Services, LLC | 25,073 | $217.7 萬 | 0.01% | −2,408−8.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 24,706 | $214.5 萬 | 0.03% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 24,441 | $212.3 萬 | 0.00% | −1,984−7.5% | 減碼 |
| Polymer Capital Management (US) LLC | 23,874 | $207.3 萬 | 0.31% | +2,322+10.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 23,668 | $205.5 萬 | 0.03% | −1,554−6.2% | 減碼 |
| Nordea Investment Management AB | 23,424 | $203.0 萬 | 0.00% | +968+4.3% | 加碼 |