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 2 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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 37,375 | $338.2 萬 | 0.00% | +15,450+70.5% | 加碼 |
| Advisor Group Holdings, Inc. | 37,449 | $339.0 萬 | 0.00% | −2,786−6.9% | 減碼 |
| Amalgamated Bank | 37,547 | $339.8 萬 | 0.02% | −2,467−6.2% | 減碼 |
| Daiwa Securities Group Inc. | 37,972 | $343.6 萬 | 0.01% | +2,027+5.6% | 加碼 |
| Unison Advisors LLC | 38,016 | $344.0 萬 | 0.24% | +201+0.5% | 加碼 |
| SEB Asset Management AB | 38,089 | $344.7 萬 | 0.01% | −4,238−10.0% | 減碼 |
| IFM Investors Pty Ltd | 38,426 | $347.7 萬 | 0.02% | +1,381+3.7% | 加碼 |
| Tredje AP-fonden | 38,600 | $349.3 萬 | 0.02% | −36,884−48.9% | 減碼 |
| Legato Capital Management LLC | 39,630 | $358.6 萬 | 0.30% | +1,630+4.3% | 加碼 |
| Howard Capital Management Inc. | 41,324 | $373.9 萬 | 0.04% | +13,191+46.9% | 加碼 |
| Cutler Investment Counsel LLC | 41,401 | $374.6 萬 | 0.35% | −338−0.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 41,491 | $375.5 萬 | 0.02% | −2,143−4.9% | 減碼 |
| State of Alaska, Department of Revenue | 41,579 | $376.2 萬 | 0.04% | −2,900−6.5% | 減碼 |
| Illinois Municipal Retirement Fund | 41,627 | $376.7 萬 | 0.04% | +10,554+34.0% | 加碼 |
| JustInvest LLC | 41,964 | $379.7 萬 | 0.03% | +9,099+27.7% | 加碼 |
| American Trust Investment Advisors, LLC | 42,754 | $386.9 萬 | 1.91% | +11,855+38.4% | 加碼 |
| Voya Investment Management LLC | 43,546 | $394.0 萬 | 0.00% | −641−1.5% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 43,977 | $397.9 萬 | 0.98% | +4,750+12.1% | 加碼 |
| Man Group plc | 44,198 | $399.9 萬 | 0.01% | −81,673−64.9% | 減碼 |
| XTX Topco Ltd | 44,558 | $403.2 萬 | 0.05% | −28,001−38.6% | 減碼 |
| Retirement Systems of Alabama | 45,217 | $409.2 萬 | 0.01% | −603−1.3% | 減碼 |
| Charter Trust Co | 45,336 | $410.2 萬 | 0.22% | +45,336 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 46,049 | $416.7 萬 | 0.02% | −2,968−6.1% | 減碼 |
| Woodline Partners LP | 46,366 | $419.6 萬 | 0.01% | +38,373+480.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,445 | $420.3 萬 | 0.02% | −1,911−4.0% | 減碼 |
| M&T Bank Corp | 46,876 | $424.3 萬 | 0.01% | −3,043−6.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,542 | $430.2 萬 | 0.02% | −2,720−5.4% | 減碼 |
| Janney Montgomery Scott LLC | 48,451 | $438.4 萬 | 0.01% | +1,122+2.4% | 加碼 |
| Fifth Third Bancorp | 48,604 | $439.8 萬 | 0.01% | +1,002+2.1% | 加碼 |
| MetLife Investment Management | 49,063 | $444.0 萬 | 0.02% | −1,177−2.3% | 減碼 |
| KBC Group NV | 49,663 | $449.4 萬 | 0.01% | −10,595−17.6% | 減碼 |
| Capula Management Ltd | 49,910 | $451.6 萬 | 0.02% | +22,860+84.5% | 加碼 |
| Integrated Wealth Concepts LLC | 50,118 | $453.5 萬 | 0.03% | +7,521+17.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 50,249 | $454.7 萬 | 0.04% | +9,830+24.3% | 加碼 |
| Jones Financial Companies LLLP | 49,040 | $458.6 萬 | 0.00% | +5,289+12.1% | 加碼 |
| Blue Sparrow, LLC | 50,973 | $461.3 萬 | 0.04% | +50,973 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,030 | $461.8 萬 | 0.01% | −47,733−48.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 51,697 | $467.8 萬 | 0.01% | +3,953+8.3% | 加碼 |
| Live Oak Private Wealth LLC | 52,228 | $472.6 萬 | 0.59% | −4,336−7.7% | 減碼 |
| Infrastructure Capital Advisors, LLC | 53,340 | $482.7 萬 | 0.38% | +20,459+62.2% | 加碼 |
| KWMG, LLC | 53,562 | $484.7 萬 | 0.35% | +3,754+7.5% | 加碼 |
| Verition Fund Management LLC | 53,627 | $485.3 萬 | 0.03% | −48,159−47.3% | 減碼 |
| Numerai GP LLC | 54,654 | $494.6 萬 | 0.40% | +45,579+502.2% | 加碼 |
| Tower Bridge Advisors | 55,397 | $501.3 萬 | 0.45% | −633−1.1% | 減碼 |
| JGP Wealth Management, LLC | 55,960 | $506.4 萬 | 0.45% | −4,840−8.0% | 減碼 |
| Legacy Trust | 56,115 | $507.8 萬 | 0.90% | +500+0.9% | 加碼 |
| CIBC Asset Management Inc | 56,402 | $510.4 萬 | 0.01% | +4,646+9.0% | 加碼 |
| Abc Arbitrage SA | 58,098 | $525.7 萬 | 0.57% | −41,894−41.9% | 減碼 |
| Shufro Rose & Co LLC | 58,443 | $528.8 萬 | 0.30% | −559−0.9% | 減碼 |
| Nykredit A/S | 58,515 | $529.5 萬 | 0.02% | +58,515 | 新進 |
| Arizona State Retirement System | 58,627 | $530.5 萬 | 0.03% | +2,908+5.2% | 加碼 |
| Advisors Capital Management, LLC | 58,865 | $532.7 萬 | 0.06% | +4,206+7.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 59,572 | $539.1 萬 | 0.04% | −29,800−33.3% | 減碼 |
| Laurion Capital Management LP | 60,479 | $547.3 萬 | 0.40% | +500+0.8% | 加碼 |
| Czech National Bank | 61,267 | $554.4 萬 | 0.03% | +2,503+4.3% | 加碼 |
| Catherine Avery Investment Management LLC | 61,453 | $556.1 萬 | 2.43% | +2,950+5.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 62,035 | $561.4 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 75,166 | $564.1 萬 | 0.01% | +27,548+57.9% | 加碼 |
| First Washington CORP | 62,900 | $569.2 萬 | 1.39% | −681−1.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 63,082 | $570.8 萬 | 0.10% | +3,708+6.2% | 加碼 |
| Glenmede Trust Co NA | 64,934 | $587.6 萬 | 0.03% | −1,812−2.7% | 減碼 |
| Montgomery Investment Management Inc | 64,938 | $587.6 萬 | 1.78% | −1,850−2.8% | 減碼 |
| Danske Bank A/S | 65,214 | $590.1 萬 | 0.01% | −1,500−2.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 66,695 | $603.5 萬 | 0.01% | +5,291+8.6% | 加碼 |
| Public Employees Retirement System of Ohio | 67,157 | $607.7 萬 | 0.02% | −1,037−1.5% | 減碼 |
| Palmer Knight Co | 67,255 | $608.6 萬 | 2.34% | −1,612−2.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 67,416 | $610.5 萬 | 0.03% | −4,237−5.9% | 減碼 |
| Handelsbanken Fonder AB | 68,302 | $618.1 萬 | 0.02% | −15,183−18.2% | 減碼 |
| CIBC Bancorp USA Inc. | 69,410 | $622.1 萬 | 0.01% | −5,846−7.8% | 減碼 |
| Caxton Associates LLP | 69,598 | $629.8 萬 | 0.12% | +24,009+52.7% | 加碼 |
| Carmel Capital Partners, LLC | 69,945 | $632.9 萬 | 2.09% | −28,390−28.9% | 減碼 |
| Asset Management Advisors, LLC | 72,007 | $651.6 萬 | 3.60% | +315+0.4% | 加碼 |
| State of Michigan Retirement System | 72,815 | $658.9 萬 | 0.03% | −1,200−1.6% | 減碼 |
| Cresset Asset Management, LLC | 72,892 | $659.6 萬 | 0.02% | +14,201+24.2% | 加碼 |
| QRG Capital Management, Inc. | 74,083 | $670.4 萬 | 0.05% | −669−0.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 74,102 | $670.5 萬 | 0.01% | +51,729+231.2% | 加碼 |
| Nomura Asset Management Co Ltd | 75,095 | $679.5 萬 | 0.01% | −11,055−12.8% | 減碼 |
| Nisa Investment Advisors, LLC | 77,005 | $696.8 萬 | 0.02% | −3,632−4.5% | 減碼 |
| Jefferies Financial Group Inc. | 80,037 | $724.3 萬 | 0.07% | +80,037 | 新進 |
| Stockman Wealth Management, Inc. | 81,308 | $735.8 萬 | 0.76% | +9,766+13.7% | 加碼 |
| CI Private Wealth, LLC | 82,261 | $744.4 萬 | 0.01% | +16,299+24.7% | 加碼 |
| Royal London Asset Management Ltd | 82,967 | $750.8 萬 | 0.01% | +1,899+2.3% | 加碼 |
| KLP Kapitalforvaltning AS | 83,294 | $753.7 萬 | 0.02% | +900+1.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 83,462 | $755.2 萬 | 0.02% | −1,160−1.4% | 減碼 |
| TD Asset Management Inc | 83,941 | $759.6 萬 | 0.01% | −16,023−16.0% | 減碼 |
| State of Tennessee, Treasury Department | 85,144 | $770.5 萬 | 0.02% | +19,976+30.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 83,831 | $771.3 萬 | 0.01% | −4,704−5.3% | 減碼 |
| Horiko Capital Management LLC | 85,378 | $773.3 萬 | 1.36% | −3,051−3.5% | 減碼 |
| American Assets Investment Management, LLC | 86,370 | $781.6 萬 | 0.47% | 00.0% | 不變 |
| Credit Agricole S A | 87,098 | $788.1 萬 | 0.02% | +20,191+30.2% | 加碼 |
| Asset Management One Co.,Ltd. | 87,821 | $794.7 萬 | 0.02% | −1,854−2.1% | 減碼 |
| Gotham Asset Management, LLC | 88,741 | $803.0 萬 | 0.02% | +82,636+1,353.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 89,178 | $807.0 萬 | 0.07% | +38,822+77.1% | 加碼 |
| Korea Investment CORP | 90,419 | $818.2 萬 | 0.02% | −17,418−16.2% | 減碼 |
| Stifel Financial Corp | 91,478 | $827.8 萬 | 0.01% | −2,137−2.3% | 減碼 |
| Boston Partners | 91,627 | $829.1 萬 | 0.01% | +31,641+52.7% | 加碼 |
| Treasurer of the State of North Carolina | 93,181 | $843.2 萬 | 0.02% | +1,270+1.4% | 加碼 |
| HRT Financial LP | 93,959 | $850.2 萬 | 0.02% | −21,542−18.7% | 減碼 |
| Cetera Investment Advisers | 96,323 | $871.6 萬 | 0.01% | +7,915+9.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 98,937 | $895.3 萬 | 0.38% | +12,936+15.0% | 加碼 |