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 2 季 13F 持有人
Lennar Corp 在 2026/6/30 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 2026 年第 1 季 +8 家
- 持有股數
- 2.13 億
- 較 2026 年第 1 季 +1,081 萬 (+5.3%)
- 總市值
- $192.6 億
- 較 2026 年第 1 季 +$17.2 億 (+9.8%)
- 新進機構
- 117
- 另有 391 家加碼
- 清倉機構
- 109
- 另有 309 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 955,302 | $8,645 萬 | 2.64% | +106,847+12.6% | 加碼 |
| Bank of New York Mellon Corp | 1,007,014 | $9,112 萬 | 0.01% | −35,949−3.4% | 減碼 |
| UBS Group AG | 1,038,940 | $9,401 萬 | 0.01% | −539,744−34.2% | 減碼 |
| Neuberger Berman Group LLC | 1,047,432 | $9,478 萬 | 0.06% | −83,593−7.4% | 減碼 |
| UBS Asset Management Americas Inc | 1,113,026 | $1.01 億 | 0.02% | −210,096−15.9% | 減碼 |
| Vanguard Fiduciary Trust Co | 1,190,851 | $1.08 億 | 0.02% | −1,743−0.1% | 減碼 |
| Legal & General Group Plc | 1,221,553 | $1.11 億 | 0.02% | −80,669−6.2% | 減碼 |
| Jupiter Topco LLC | 1,296,787 | $1.17 億 | 0.05% | +1,296,787 | 新進 |
| Toroso Investments, LLC | 1,309,456 | $1.18 億 | 0.29% | +74,552+6.0% | 加碼 |
| Wells Fargo & Company | 1,323,701 | $1.20 億 | 0.02% | −238,294−15.3% | 減碼 |
| Envestnet Asset Management Inc | 1,358,772 | $1.23 億 | 0.03% | +63,092+4.9% | 加碼 |
| FMR LLC | 1,526,107 | $1.38 億 | 0.01% | +106,460+7.5% | 加碼 |
| JPMorgan Chase & Co | 1,812,326 | $1.65 億 | 0.01% | −1,328−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,881,868 | $1.70 億 | 0.02% | +98,963+5.6% | 加碼 |
| Smead Capital Management, Inc. | 2,020,441 | $1.83 億 | 3.92% | +434,216+27.4% | 加碼 |
| Northern Trust Corp | 2,066,852 | $1.87 億 | 0.02% | −42,275−2.0% | 減碼 |
| Brave Warrior Advisors, LLC | 2,373,177 | $2.15 億 | 4.68% | −36,873−1.5% | 減碼 |
| Dimensional Fund Advisors LP | 2,422,176 | $2.19 億 | 0.04% | +120,857+5.3% | 加碼 |
| Norges Bank | 2,459,776 | $2.23 億 | 0.02% | +2,459,776 | 新進 |
| Two Sigma Investments, LP | 2,571,015 | $2.33 億 | 0.18% | −32,922−1.3% | 減碼 |
| Bank of America Corp | 2,656,473 | $2.40 億 | 0.02% | −149,941−5.3% | 減碼 |
| Kempen Capital Management N.V. | 2,692,266 | $2.44 億 | 1.86% | +30,119+1.1% | 加碼 |
| AQR Capital Management LLC | 2,794,821 | $2.53 億 | 0.09% | +673,310+31.7% | 加碼 |
| Capital World Investors | 3,303,761 | $2.99 億 | 0.04% | +33,687+1.0% | 加碼 |
| Principal Financial Group Inc | 3,419,787 | $3.09 億 | 0.15% | −72,127−2.1% | 減碼 |
| Invesco Ltd. | 3,494,717 | $3.16 億 | 0.03% | +744,665+27.1% | 加碼 |
| Morgan Stanley | 3,542,372 | $3.21 億 | 0.02% | +336,775+10.5% | 加碼 |
| Goldman Sachs Group Inc | 3,585,545 | $3.24 億 | 0.03% | +1,121,167+45.5% | 加碼 |
| ACR Alpine Capital Research, LLC | 4,743,250 | $4.29 億 | 6.09% | +531,139+12.6% | 加碼 |
| Geode Capital Management, LLC | 5,832,989 | $5.26 億 | 0.03% | +80,156+1.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 6,683,066 | $6.05 億 | 0.47% | +706,457+11.8% | 加碼 |
| Aristotle Capital Management, LLC | 7,836,325 | $7.09 億 | 1.49% | −509,752−6.1% | 減碼 |
| Vanguard Portfolio Management LLC | 9,547,076 | $8.64 億 | 0.04% | +20,667+0.2% | 加碼 |
| State Street Corp | 10,427,376 | $9.44 億 | 0.03% | +389,740+3.9% | 加碼 |
| Eagle Capital Management LLC | 10,686,983 | $9.67 億 | 2.95% | −193,472−1.8% | 減碼 |
| Greenhaven Associates Inc大師Greenhaven | 11,316,279 | $10.2 億 | 11.82% | +684,148+6.4% | 加碼 |
| Vanguard Capital Management LLC | 13,021,553 | $11.8 億 | 0.03% | +74,247+0.6% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 13,111,741 | $11.9 億 | 0.40% | +3,012,099+29.8% | 加碼 |
| BlackRock, Inc. | 18,345,964 | $16.6 億 | 0.02% | +89,484+0.5% | 加碼 |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −479,047−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −455,992−100.0% | 清倉 |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −169,230−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −142,517−100.0% | 清倉 |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −132,542−100.0% | 清倉 |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −119,060−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −111,970−100.0% | 清倉 |
| Sapient Capital LLC | 0 | $0 | 0.00% | −115,560−100.0% | 清倉 |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −115,109−100.0% | 清倉 |
| Parkwood LLC | 0 | $0 | 0.00% | −88,608−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −78,944−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −72,304−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −58,266−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −53,187−100.0% | 清倉 |
| Opal Capital LLC | 0 | $0 | 0.00% | −53,032−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −40,324−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −33,436−100.0% | 清倉 |
| Agf Management Ltd | 0 | $0 | 0.00% | −31,343−100.0% | 清倉 |
| Triveni Capital Investments LP | 0 | $0 | 0.00% | −28,391−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −23,874−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −23,358−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,205−100.0% | 清倉 |
| Ruffer LLP | 0 | $0 | 0.00% | −20,580−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,439−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,573−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −15,781−100.0% | 清倉 |
| Myriad Asset Management Advisors LLC | 0 | $0 | 0.00% | −14,786−100.0% | 清倉 |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −13,750−100.0% | 清倉 |
| Freemont Management S.A. | 0 | $0 | 0.00% | −13,600−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −12,427−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −11,841−100.0% | 清倉 |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −11,410−100.0% | 清倉 |
| Ascent Group, LLC | 0 | $0 | 0.00% | −11,002−100.0% | 清倉 |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −10,675−100.0% | 清倉 |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −10,638−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | 清倉 |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,727−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −9,237−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,450−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,978−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,916−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −6,531−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,368−100.0% | 清倉 |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −4,885−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,760−100.0% | 清倉 |
| Volterra Technologies LP | 0 | $0 | 0.00% | −4,470−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,170−100.0% | 清倉 |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −4,097−100.0% | 清倉 |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −4,061−100.0% | 清倉 |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −4,054−100.0% | 清倉 |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −4,049−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −3,990−100.0% | 清倉 |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,821−100.0% | 清倉 |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,731−100.0% | 清倉 |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,589−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,394−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −3,078−100.0% | 清倉 |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,057−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,027−100.0% | 清倉 |