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LENNAR · 13F 机构持仓分析
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LENNAR

LENNAR CORPLEN
持有机构数
1181
机构合计市值 (Q2 2026)
$306.75亿
机构合计股数 (Q2 2026)
3.41亿股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+3,695.6万股
增持机构 614 · 其中新买入 157
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-3,195.0万股
减持机构 578 · 其中清仓 158
估算卖出金额
⚖️ 净股数变动
+500.6万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$306.75亿
持有机构数
1181
新买入
157
加仓
457
减仓
420
清仓
158
持股不变
147
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.04%0.04%#468$23.90亿2,650.8万股$23.34亿2,734.4万股-83.7万股-3.06%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.04%0.04%#437$18.81亿2,088.5万股$17.94亿2,105.9万股-17.4万股-0.82%减仓
道富集团STATE STREET CORP
0.04%0.04%#429$13.80亿1,530.1万股$12.99亿1,522.1万股+8.0万股+0.53%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.06%0.06%#373$12.76亿1,416.0万股$12.19亿1,427.0万股-11.1万股-0.78%减仓
伯克希尔哈撒韦BERKSHIRE HATHAWAY INC
0.41%0.34%#138$12.13亿1,341.0万股$8.97亿1,033.7万股+307.3万股+29.72%加仓
绿港联合GREENHAVEN ASSOCIATES INC
12.2%15.71%#5$10.56亿1,168.0万股$9.54亿1,099.6万股+68.4万股+6.22%加仓
鹰资本管理EAGLE CAPITAL MANAGEMENT LLC
2.95%3.17%#22$9.67亿1,068.7万股$9.45亿1,088.0万股-19.3万股-1.78%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.04%0.05%#422$7.89亿878.3万股$7.45亿876.1万股+2.1万股+0.24%加仓
亚里士多德资本管理Aristotle Capital Management, LLC
1.5%1.53%#50$7.14亿788.6万股$7.29亿839.8万股-51.2万股-6.10%减仓
景顺Invesco Ltd.
0.05%0.07%#396$6.19亿687.5万股$4.56亿538.5万股+149.0万股+27.68%加仓
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.47%0.45%#121$6.12亿676.5万股$5.26亿605.7万股+70.8万股+11.69%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.1%0.09%#280$5.40亿600.4万股$4.55亿539.8万股+60.6万股+11.23%加仓
摩根士丹利MORGAN STANLEY
0.03%0.05%#549$4.76亿528.3万股$7.84亿629.8万股-101.5万股-16.12%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.04%0.04%#428$4.72亿523.1万股$3.69亿433.8万股+89.3万股+20.59%加仓
ACR阿尔派资本ACR Alpine Capital Research, LLC
6.14%5.5%#11$4.33亿478.4万股$3.69亿424.6万股+53.8万股+12.67%加仓
勇者顾问Brave Warrior Advisors, LLC
9.24%10.01%#7$4.24亿471.4万股$4.05亿478.2万股-6.9万股-1.43%减仓
资本世界投资者Capital World Investors
0.05%0.05%#404$3.91亿433.1万股$3.50亿407.0万股+26.0万股+6.39%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.03%0.03%#525$3.63亿402.1万股$3.05亿356.6万股+45.5万股+12.76%加仓
百达资产管理Pictet Asset Management Holding SA
0.34%0.13%#159$3.51亿392.5万股$1.25亿150.9万股+241.6万股+160.05%加仓
资本国际投资者Capital International Investors
0.07%0.06%#331$3.50亿390.7万股$2.42亿294.3万股+96.4万股+32.76%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.16%0.17%#214$3.30亿365.6万股$3.23亿373.4万股-7.8万股-2.09%减仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#602$3.27亿362.6万股$3.18亿371.4万股-8.8万股-2.37%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.06%0.06%#377$3.27亿365.0万股$3.21亿389.3万股-24.3万股-6.23%减仓
挪威央行投资管理NORGES BANK
0.03%0.07%#494$3.20亿355.0万股$4.94亿419.9万股-64.9万股-15.46%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.04%0.04%#452$2.80亿311.3万股$2.49亿292.3万股+19.0万股+6.49%加仓
北方信托NORTHERN TRUST CORP
0.03%0.03%#497$2.70亿299.6万股$2.64亿309.5万股-9.8万股-3.18%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.09%0.09%#290$2.68亿296.8万股$1.97亿228.2万股+68.6万股+30.04%加仓
城堡顾问CITADEL ADVISORS LLC
0.03%0.04%#512$2.57亿285.0万股$2.19亿256.8万股+28.2万股+10.99%加仓
荷兰Van Lanschot Kempen投资管理VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
1.89%2.05%#40$2.47亿273.5万股$2.34亿270.0万股+3.5万股+1.30%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.17%0.18%#210$2.37亿262.1万股$2.27亿261.4万股+7,525股+0.29%加仓
Coliseum Capital Management, LLC
20%14.13%#2$2.32亿259.8万股$1.72亿209.3万股+50.5万股+24.13%加仓
简街集团JANE STREET GROUP, LLC
0.02%0.02%#623$2.27亿252.1万股$1.25亿146.2万股+105.9万股+72.43%加仓
富达投资FMR LLC
0.01%0.01%#815$2.18亿241.6万股$2.35亿277.4万股-35.8万股-12.89%减仓
瑞银集团UBS Group AG
0.03%0.04%#531$2.16亿239.9万股$2.45亿286.3万股-46.4万股-16.21%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#753$2.14亿235.1万股$1.80亿214.5万股+20.5万股+9.56%加仓
Sands资本管理SANDS CAPITAL MANAGEMENT, LLC
0.76%0.85%#87$2.04亿228.3万股$2.16亿262.1万股-33.8万股-12.89%减仓
木星资产管理Jupiter Topco LLC
0.08%#316$1.91亿212.3万股$00股+212.3万股新买入
Smead Capital Management, Inc.
3.92%3%#18$1.83亿202.0万股$1.38亿158.6万股+43.4万股+27.37%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#540$1.63亿180.7万股$1.73亿201.2万股-20.5万股-10.18%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.04%0.04%#466$1.63亿180.7万股$1.56亿183.1万股-2.4万股-1.34%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#469$1.50亿165.8万股$1.39亿161.9万股+3.8万股+2.36%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#589$1.47亿163.3万股$1.16亿136.0万股+27.3万股+20.06%加仓
D1资本合伙人D1 Capital Partners L.P.
0.42%#133$1.47亿163.9万股$00股+163.9万股新买入
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.03%#569$1.42亿158.1万股$1.36亿160.0万股-2.0万股-1.22%减仓
英国法通集团Legal & General Group Plc
0.03%0.04%#516$1.40亿154.7万股$1.58亿184.4万股-29.8万股-16.14%减仓
钻石山资本管理DIAMOND HILL CAPITAL MANAGEMENT INC
1.08%0.91%#68$1.35亿150.8万股$1.45亿176.4万股-25.6万股-14.53%减仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02%0.03%#568$1.29亿143.1万股$1.59亿185.3万股-42.2万股-22.76%减仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.08%0.12%#306$1.24亿137.8万股$1.52亿178.7万股-40.9万股-22.89%减仓
Tidal投资Tidal Investments LLC
0.21%0.23%#195$1.22亿134.4万股$1.08亿127.1万股+7.2万股+5.70%加仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.03%0.05%#480$1.16亿129.0万股$1.50亿179.2万股-50.2万股-28.00%减仓

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