LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
Моментум-факторы (сопоставимые управляющие):
широта держателей -4.0% ·
поток акций -3.4% ·
новые чистые позиции -8.3%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q3 2025
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 156 | -6 | 147.07M | $13.30B | +2 | −7 |
| Q1 2026 | 164 | +1 | 141.86M | $12.31B | +5 | −5 |
| Q4 2025 | 162 | -1 | 154.22M | $15.85B | +2 | −2 |
| Q3 2025 | 24 | -1 | 103.21M | $13.01B | +2 | −4 |
| Q2 2025 | 23 | 0 | 91.62M | $10.13B | +1 | −1 |
| Q1 2025 | 20 | 0 | 35.24M | $4.04B | +2 | −2 |
| Q4 2024 | 20 | +1 | 37.59M | $5.12B | +1 | — |
| Q3 2024 | 18 | 0 | 26.16M | $4.90B | +1 | −1 |
| Q2 2024 | 18 | — | 29.76M | $4.46B | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 25.66M | -4.7% | $3.23B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (пассивный) | 25.66M | -4.7% | $3.23B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (пассивный) | 25.66M | -4.7% | $3.23B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (пассивный) | 25.66M | -4.7% | $3.23B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (пассивный) | 25.66M | -4.7% | $3.23B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | The Vanguard Group ✦ (пассивный) | 25.66M | -4.7% | $3.23B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | BlackRock ✦ (пассивный) | 21.19M | -1.1% | $2.67B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 11.27M | — | $1.42B | 0.0% | n/c | 1 | SEC ↗ |
| 69 | State Street Global Advisors ✦ (пассивный) | 10.50M | -3.1% | $1.32B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Berkshire Hathaway ✦ | 7.05M | 0.0% | $888.70M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 5.99M | +27.0% | $754.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 5.99M | +27.0% | $754.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 5.99M | +27.0% | $754.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 5.99M | +27.0% | $754.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 5.99M | +27.0% | $754.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 5.99M | +27.0% | $754.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Geode Capital Management ✦ (пассивный) | 5.94M | -0.9% | $745.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 78 | Geode Capital Management ✦ (пассивный) | 5.94M | -0.9% | $745.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 4.35M | — | $548.24M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Capital World Investors ✦ | 3.26M | +0.1% | $410.67M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 98 | Goldman Sachs Group ✦ | 2.68M | — | $338.00M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Goldman Sachs Group ✦ | 2.68M | — | $338.00M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Goldman Sachs Group ✦ | 2.68M | — | $338.00M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Norges Bank | $338.11M | составлял 0.0% |
| Viking Global Investors | $279.13M | составлял 0.8% |
| Renaissance Technologies | $57.06M | составлял 0.1% |
| Bridgewater Associates | $26.41M | составлял 0.1% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 925 держатели, 202.80M акции, $17.44B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.