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 | 147.06M | $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 ↗ ×6 |
| 2 | BlackRock ✦ (passif) | 18.09M | -14.6% | $1.86B | 0.0% | ▼ Trim | 3 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passif) | 10.10M | -3.8% | $1.04B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Aristotle Capital Management, LLC | 8.73M | — | $897.03M | 1.8% | n/c | 1 | SEC ↗ |
| 5 | Berkshire Hathaway ✦ | 7.05M | 0.0% | $724.84M | 0.3% | Held | 4 | SEC ↗ |
| 6 | Manufacturers Life Insurance… | 6.09M | — | $626.01M | 0.5% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passif) | 5.62M | -5.3% | $575.68M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 3.76M | -13.5% | $386.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 9 | Principal Financial Group Inc | 3.39M | — | $348.83M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 10 | Capital World Investors ✦ | 3.26M | +0.2% | $335.47M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 3.21M | -46.3% | $330.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 12 | JPMorgan Chase ✦ | 2.92M | -74.1% | $299.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 13 | Northern Trust Corp | 2.71M | — | $278.16M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Norges Bank ✦ (passif) | 2.62M | Nouveau | $269.69M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.50M | — | $256.64M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 16 | Dimensional Fund Advisors Lp | 2.28M | — | $234.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 17 | Janus Henderson Group Plc | 2.13M | — | $218.68M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 18 | Invesco Ltd. | 2.12M | — | $217.79M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 19 | Goldman Sachs Group ✦ | 1.73M | -35.7% | $177.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Charles Schwab Investment… | 1.72M | — | $176.93M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | First Trust Advisors Lp | 1.69M | — | $173.30M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 1.54M | +647.6% | $157.93M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 23 | Jane Street Group, Llc | 1.49M | — | $153.27M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 24 | Legal & General Group Plc | 1.28M | — | $131.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Neuberger Berman Group LLC | 1.28M | — | $131.11M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 26 | Wells Fargo & Company/Mn | 1.26M | — | $129.33M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Squarepoint Ops LLC | 1.25M | — | $128.94M | 0.3% | n/c | 1 | SEC ↗ |
| 28 | Arrowstreet Capital ✦ | 1.10M | -12.5% | $113.16M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 1.07M | — | $110.14M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 30 | UBS Group AG | 1.02M | — | $105.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 31 | D. E. Shaw & Co. ✦ | 980.88K | +3793.0% | $100.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | UBS AM, a distinct business unit of… | 941.23K | — | $96.76M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 33 | Hsbc Holdings Plc | 936.01K | — | $96.35M | 0.0% | n/c | 1 | SEC ↗ ×26 |
| 34 | Envestnet Asset Management Inc | 893.94K | — | $91.90M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Millennium Management ✦ | 802.84K | -0.3% | $82.53M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 36 | Royal Bank Of Canada | 768.59K | — | $79.01M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 37 | Nuveen, LLC | 682.57K | — | $70.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Bnp Paribas Financial Markets | 661.01K | — | $67.95M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Barclays Plc | 630.46K | — | $64.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 40 | Deutsche Bank Ag\ | 620.43K | — | $63.78M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 41 | Amundi | 612.62K | — | $62.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 595.23K | +78.9% | $61.19M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 43 | Sei Investments Co | 594.67K | — | $61.13M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 44 | Susquehanna International Group, Llp | 592.98K | — | $60.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 45 | Swiss National Bank | 573.97K | — | $59.00M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 572.34K | — | $58.84M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | American Century Companies Inc | 504.68K | — | $51.88M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Renaissance Technologies ✦ | 504.64K | Nouveau | $51.88M | 0.1% | New | 1 | SEC ↗ |
| 49 | Bank Of Nova Scotia | 490.11K | — | $50.38M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 50 | Mitsubishi UFJ Asset Management… | 448.67K | — | $46.76M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Citigroup Inc | 450.65K | — | $46.33M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 52 | Rhumbline Advisers | 450.33K | — | $46.29M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | National Pension Service | 445.41K | — | $45.79M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 428.75K | -13.6% | $44.08M | 0.0% | ▼ Trim | 7 | SEC ↗ ×7 |
| 55 | Raymond James Financial Inc | 372.26K | — | $38.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | Qube Research & Technologies Ltd | 371.10K | — | $38.15M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Clearbridge Investments, LLC | 362.98K | — | $37.31M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Assetmark, Inc | 346.66K | — | $35.64M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Tudor Investment Corp Et Al | 345.37K | — | $35.50M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | California State Teachers… | 334.70K | — | $34.41M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Connor, Clark & Lunn Investment… | 329.76K | — | $33.90M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 327.27K | -4.9% | $33.64M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 63 | California Public Employees… | 306.25K | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Victory Capital Management Inc | 287.80K | — | $29.59M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Caisse De Depot Et Placement Du… | 285.07K | — | $29.30M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Franklin Resources Inc | 275.95K | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 67 | Pictet Asset Management Holding SA | 273.80K | — | $28.15M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Ameriprise Financial Inc | 263.48K | — | $27.08M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 69 | Alliancebernstein L.P. | 251.40K | — | $25.84M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Truist Financial Corp | 249.74K | — | $25.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Russell Investments Group, Ltd. | 241.90K | — | $24.87M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 72 | Grantham, Mayo, Van Otterloo & Co.… | 239.16K | — | $24.59M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 230.46K | — | $23.69M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | State Of Wisconsin Investment Board | 206.30K | — | $21.21M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Marshall Wace ✦ | 205.84K | +49.5% | $21.16M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 76 | State Board Of Administration Of… | 203.29K | — | $20.90M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Wealth Enhancement Advisory… | 196.30K | — | $20.88M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Adage Capital Partners ✦ | 194.82K | +81.7% | $20.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Hrt Financial Lp | 194.39K | — | $19.98M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 80 | Corient Private Wealth LP | 204.00K | — | $19.13M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 81 | Pnc Financial Services Group, Inc. | 182.23K | — | $18.73M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 82 | Aviva Plc | 169.72K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Us Bancorp \De\ | 164.79K | — | $16.94M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 84 | Bank Of Montreal /Can/ | 163.64K | — | $16.82M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 85 | LPL Financial LLC | 162.74K | — | $16.73M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | National Bank Of Canada /Fi/ | 142.12K | — | $14.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 87 | Prudential Financial Inc | 129.94K | — | $13.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Korea Investment CORP | 124.73K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Mackenzie Financial Corp | 123.03K | — | $12.76M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | New York State Common Retirement… | 120.83K | — | $12.42M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | PFA Pension, Forsikringsaktieselskab | 115.11K | — | $11.96M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Chevy Chase Trust Holdings, LLC | 109.64K | — | $11.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Mercer Global Advisors Inc /Adv | 82.23K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Td Asset Management Inc | 100.38K | — | $10.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | Mariner, LLC | 91.23K | — | $9.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Asset Management One Co., Ltd. | 89.84K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Mitsubishi UFJ Trust & Banking Corp | 88.60K | — | $9.11M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Universal- Beteiligungs- und… | 85.98K | — | $8.98M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Stifel Financial Corp | 86.84K | — | $8.93M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 100 | Cerity Partners LLC | 86.35K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
« 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% |
| Renaissance Technologies | $51.88M | 0.1% |
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.
Achats sur le marché libre (P)
10% owner · 448.11K act. @ 78.37 · $35.12M
10% owner · 299 act. @ 79.74 · $23,842
10% owner · 5.13K act. @ 78.77 · $404,484
10% owner · 2.45K act. @ 77.93 · $191,084
10% owner · 2.29K act. @ 77.12 · $176,605
10% owner · 20.20K act. @ 81.90 · $1.65M
10% owner · 44.30K act. @ 81.14 · $3.59M
10% owner · 842.75K act. @ 80.04 · $67.45M
10% owner · 342.55K act. @ 79.03 · $27.07M
10% owner · 425.87K act. @ 79.49 · $33.85M
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie