LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) :
étendue des détenteurs -0.6% ·
flux d'actions -9.5% ·
nouvelles positions nettes 0.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 24.50M | -4.5% | $2.52B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 24.50M | -4.5% | $2.52B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 24.50M | -4.5% | $2.52B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 24.50M | -4.5% | $2.52B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 24.50M | -4.5% | $2.52B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 24.50M | -4.5% | $2.52B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passif) | 10.10M | -3.8% | $1.04B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Aristotle Capital Management, LLC | 8.73M | — | $897.03M | 1.8% | n/c | 1 | SEC ↗ |
| 31 | Berkshire Hathaway ✦ | 7.05M | 0.0% | $724.84M | 0.3% | Held | 4 | SEC ↗ |
| 32 | Manufacturers Life Insurance… | 6.09M | — | $626.01M | 0.5% | n/c | 1 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passif) | 5.62M | -5.3% | $575.68M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passif) | 5.62M | -5.3% | $575.68M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Principal Financial Group Inc | 3.39M | — | $348.83M | 0.2% | n/c | 1 | SEC ↗ |
| 52 | Principal Financial Group Inc | 3.39M | — | $348.83M | 0.2% | n/c | 1 | SEC ↗ |
| 53 | Principal Financial Group Inc | 3.39M | — | $348.83M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Principal Financial Group Inc | 3.39M | — | $348.83M | 0.2% | n/c | 1 | SEC ↗ |
| 55 | Capital World Investors ✦ | 3.26M | +0.2% | $335.47M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Norges Bank ✦ (passif) | 2.62M | Nouveau | $269.69M | 0.0% | New | 1 | SEC ↗ |
| 88 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Dimensional Fund Advisors Lp | 2.28M | — | $234.77M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Dimensional Fund Advisors Lp | 2.28M | — | $234.77M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Dimensional Fund Advisors Lp | 2.28M | — | $234.77M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Dimensional Fund Advisors Lp | 2.28M | — | $234.77M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Dimensional Fund Advisors Lp | 2.28M | — | $234.77M | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Norges Bank | $269.69M | 0.0% |
Sorti(e)
| Duquesne Family Office | $35.22M | était 0.9% |
| Fisher Asset Management | $3.04M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 925 détenteurs, 202.80M actions, $17.44B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.