LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) :
étendue des détenteurs +0.6% ·
flux d'actions +1.2% ·
nouvelles positions nettes 0.0%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| 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 | BlackRock ✦ (passif) | 18.26M | +0.9% | $1.59B | 0.0% | ▲ Add | 4 | SEC ↗ ×21 |
| 2 | Vanguard Capital Management Llc | 12.95M | — | $1.12B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Berkshire Hathaway ✦ | 10.10M | +43.2% | $877.05M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passif) | 10.04M | -0.7% | $871.67M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Aristotle Capital Management, LLC | 8.35M | -4.3% | $724.78M | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 6 | Manufacturers Life Insurance… | 5.98M | -1.9% | $519.01M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passif) | 5.75M | +2.3% | $497.72M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Principal Financial Group Inc | 3.49M | +2.9% | $303.24M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Capital World Investors ✦ | 3.27M | +0.2% | $283.97M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.21M | -14.8% | $278.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 11 | Bank Of America Corp /De/ | 2.81M | +12.4% | $243.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 12 | Invesco Ltd. | 2.75M | +29.8% | $238.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 13 | Two Sigma Investments ✦ | 2.60M | +69.5% | $226.13M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 14 | Janus Henderson Group Plc | 2.55M | +19.7% | $221.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Goldman Sachs Group ✦ | 2.46M | +42.9% | $214.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Dimensional Fund Advisors Lp | 2.30M | +0.8% | $199.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | AQR Capital Management ✦ | 2.12M | +394.8% | $184.23M | 0.1% | ▲ Add | 8 | SEC ↗ ×11 |
| 18 | Northern Trust Corp | 2.11M | -22.1% | $183.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 19 | Charles Schwab Investment… | 1.78M | +3.6% | $154.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.81M | -37.8% | $153.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 21 | UBS Group AG | 1.58M | +54.2% | $137.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Wells Fargo & Company/Mn | 1.56M | +24.2% | $135.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Fidelity (FMR) ✦ | 1.42M | -55.8% | $123.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 24 | UBS AM, a distinct business unit of… | 1.32M | +40.6% | $114.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 25 | Legal & General Group Plc | 1.30M | +1.8% | $113.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Envestnet Asset Management Inc | 1.30M | +44.9% | $112.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Tidal Investments LLC | 1.23M | +12277.5% | $104.85M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 28 | First Trust Advisors Lp | 1.17M | -30.3% | $101.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 1.13M | -11.3% | $98.22M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Bank of New York Mellon Corp | 1.04M | -2.6% | $90.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×19 |
| 31 | Squarepoint Ops LLC | 1.04M | -17.0% | $90.37M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 1.03M | +5.3% | $89.73M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Qube Research & Technologies Ltd | 976.38K | +163.1% | $84.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 804.09K | +4.6% | $69.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 35 | Barclays Plc | 724.96K | +15.0% | $62.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Deutsche Bank Ag\ | 649.54K | +4.7% | $56.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 37 | Amundi | 638.12K | +4.2% | $55.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Citigroup Inc | 632.48K | +40.4% | $54.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Swiss National Bank | 601.47K | +4.8% | $52.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Nuveen, LLC | 592.47K | -13.2% | $51.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | American Century Companies Inc | 591.25K | +17.2% | $51.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Sei Investments Co | 588.18K | -1.1% | $51.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 531.93K | -7.1% | $46.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Franklin Resources Inc | 508.70K | +84.3% | $44.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 45 | Mitsubishi UFJ Asset Management… | 482.83K | +7.6% | $41.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Clearbridge Investments, LLC | 455.99K | +25.6% | $39.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Rhumbline Advisers | 452.00K | +0.4% | $39.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 431.99K | -53.9% | $37.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 49 | Tudor Investment Corp Et Al | 379.29K | +9.8% | $32.94M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 377.24K | -25.2% | $32.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 375.08K | -37.0% | $32.57M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 52 | National Pension Service | 363.79K | -18.3% | $31.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Raymond James Financial Inc | 357.49K | -4.0% | $31.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 54 | Susquehanna International Group, Llp | 355.18K | -40.1% | $30.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Caisse De Depot Et Placement Du… | 348.06K | +22.1% | $30.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 325.35K | -6.2% | $28.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | California State Teachers… | 321.68K | -3.9% | $27.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 319.25K | -51.7% | $27.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 314.72K | -3.8% | $27.33M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 60 | California Public Employees… | 313.35K | +2.3% | $27.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Millennium Management ✦ | 292.32K | -63.6% | $25.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 62 | Grantham, Mayo, Van Otterloo & Co.… | 282.56K | +18.1% | $24.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Alliancebernstein L.P. | 232.32K | -7.6% | $23.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Truist Financial Corp | 266.51K | +6.7% | $23.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Ameriprise Financial Inc | 260.97K | -0.9% | $22.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 66 | Russell Investments Group, Ltd. | 241.66K | -0.1% | $20.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 67 | Victory Capital Management Inc | 224.96K | -21.8% | $19.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Wellington Management ✦ | 213.24K | +158.1% | $18.52M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 69 | Prudential Financial Inc | 209.65K | +61.3% | $18.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Mackenzie Financial Corp | 199.85K | +62.4% | $17.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | State Board Of Administration Of… | 193.01K | -5.1% | $16.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Mariner, LLC | 181.48K | +98.9% | $15.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Pnc Financial Services Group, Inc. | 179.56K | -1.5% | $15.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 74 | Bank Of Montreal /Can/ | 173.86K | +6.2% | $15.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 75 | Aviva Plc | 171.60K | +1.1% | $14.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 160.60K | -2.5% | $13.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 77 | State Of Wisconsin Investment Board | 158.48K | -23.2% | $13.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | LPL Financial LLC | 155.81K | -4.3% | $13.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 146.49K | +3.1% | $12.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 80 | Quantinno Capital Management LP | 146.20K | -36.6% | $12.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Adage Capital Partners ✦ | 142.52K | -26.9% | $12.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Connor, Clark & Lunn Investment… | 139.62K | -57.7% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Cerity Partners LLC | 138.60K | +60.5% | $12.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 84 | Pictet Asset Management Holding SA | 131.02K | -52.1% | $11.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Creative Planning | 127.10K | +101.2% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Man Group plc | 125.87K | +130.1% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | New York State Common Retirement… | 120.83K | 0.0% | $10.49M | 0.0% | Held | 2 | SEC ↗ |
| 88 | Bank Of Nova Scotia | 119.36K | -75.7% | $10.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 89 | Hrt Financial Lp | 115.50K | -40.6% | $10.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | PFA Pension, Forsikringsaktieselskab | 115.11K | 0.0% | $10.00M | 0.0% | Held | 2 | SEC ↗ |
| 91 | Korea Investment CORP | 107.84K | -13.5% | $9.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Chevy Chase Trust Holdings, LLC | 106.85K | -2.5% | $9.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 93 | Td Asset Management Inc | 99.96K | -0.4% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Zurcher Kantonalbank (Zurich… | 98.76K | +84.3% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Mercer Global Advisors Inc /Adv | 96.45K | +17.3% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Stifel Financial Corp | 93.61K | +7.8% | $8.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 97 | Universal- Beteiligungs- und… | 88.53K | +3.0% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Asset Management One Co., Ltd. | 89.67K | -0.2% | $7.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Cetera Investment Advisers | 88.41K | +16.8% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Nomura Asset Management Co Ltd | 86.15K | +1.6% | $7.48M | 0.0% | ▲ Add | 2 | 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
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Norges Bank | $269.69M | était 0.0% |
| Arrowstreet Capital | $113.16M | était 0.1% |
| Balyasny Asset Management L.P. | $4.70M | était 0.0% |
| LMR Partners LLP | $875,445 | était 0.0% |
| Federated Hermes, Inc. | $94,576 | 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