LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) :
étendue des détenteurs -3.8% ·
flux d'actions +3.7% ·
nouvelles positions nettes -4.5%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 154 | -6 | 145.97M | $13.21B | +2 | −9 |
| 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) | 18.35M | +0.5% | $1.66B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Berkshire Hathaway ✦ | 13.11M | +29.8% | $1.19B | 0.4% | ▲ Add | 6 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 13.02M | +0.6% | $1.18B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passif) | 10.43M | +3.9% | $943.57M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Aristotle Capital Management, LLC | 7.84M | -6.1% | $709.11M | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 6 | Manufacturers Life Insurance… | 6.68M | +11.8% | $604.75M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passif) | 5.83M | +1.4% | $525.82M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 3.59M | +45.5% | $324.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | Morgan Stanley ✦ | 3.54M | +10.5% | $320.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 10 | Invesco Ltd. | 3.49M | +27.1% | $316.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 11 | Principal Financial Group Inc | 3.42M | -2.1% | $309.46M | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Capital World Investors ✦ | 3.30M | +1.0% | $298.96M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 2.79M | +31.7% | $252.90M | 0.1% | ▲ Add | 9 | SEC ↗ ×10 |
| 14 | Bank Of America Corp /De/ | 2.66M | -5.3% | $240.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 15 | Two Sigma Investments ✦ | 2.57M | -1.3% | $232.65M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 16 | Norges Bank ✦ (passif) | 2.46M | Nouveau | $222.59M | 0.0% | New | 1 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 2.42M | +5.2% | $219.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Northern Trust Corp | 2.07M | -2.0% | $187.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 19 | Charles Schwab Investment… | 1.88M | +5.5% | $170.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 1.81M | -0.1% | $164.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 21 | Fidelity (FMR) ✦ | 1.53M | +7.5% | $138.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 22 | Envestnet Asset Management Inc | 1.36M | +4.9% | $122.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.32M | -15.3% | $119.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 24 | Tidal Investments LLC | 1.31M | +6.0% | $118.49M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 25 | Legal & General Group Plc | 1.22M | -6.2% | $110.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | UBS AM, a distinct business unit of… | 1.11M | -15.9% | $100.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 27 | Neuberger Berman Group LLC | 1.05M | -7.4% | $94.78M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | UBS Group AG | 1.04M | -34.2% | $94.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Bank of New York Mellon Corp | 1.01M | -3.5% | $91.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 30 | Royal Bank Of Canada | 954.26K | +18.7% | $86.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 31 | Barclays Plc | 754.08K | +4.0% | $68.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Citigroup Inc | 726.23K | +14.8% | $65.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | State Of Wisconsin Investment Board | 716.05K | +351.8% | $64.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 714.80K | +2577.1% | $64.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Deutsche Bank Ag\ | 662.75K | +2.0% | $59.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 36 | Quantinno Capital Management LP | 651.29K | +345.5% | $58.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 624.73K | -39.5% | $56.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 601.34K | +69.3% | $54.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Squarepoint Ops LLC | 594.45K | -42.9% | $53.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 40 | Nuveen, LLC | 586.99K | -0.9% | $53.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | Swiss National Bank | 576.77K | -4.1% | $52.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Sei Investments Co | 567.39K | -3.5% | $51.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 546.73K | +2.8% | $49.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 544.15K | +70.5% | $49.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Healthcare Of Ontario Pension Plan… | 533.16K | +3832.7% | $48.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Canada Pension Plan Investment Board | 526.23K | +3637.1% | $47.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mitsubishi UFJ Asset Management… | 522.59K | +8.2% | $47.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 500.27K | +15.8% | $45.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 49 | Rhumbline Advisers | 454.94K | +0.7% | $41.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 431.08K | -55.9% | $39.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Raymond James Financial Inc | 398.44K | +11.4% | $36.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 52 | Franklin Resources Inc | 389.48K | -23.4% | $35.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 53 | Tudor Investment Corp Et Al | 368.12K | -2.9% | $33.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 341.59K | -8.9% | $30.91M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 55 | Mariner, LLC | 325.66K | +79.4% | $29.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Renaissance Technologies ✦ | 322.14K | -14.6% | $29.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | T. Rowe Price ✦ | 318.18K | +1.1% | $28.79M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 58 | Assetmark, Inc | 315.73K | -3.0% | $28.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | California Public Employees… | 313.27K | 0.0% | $28.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Grantham, Mayo, Van Otterloo & Co.… | 308.34K | +9.1% | $27.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | First Trust Advisors Lp | 275.58K | -76.5% | $24.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 285.40K | +22.9% | $24.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Victory Capital Management Inc | 269.29K | +19.7% | $24.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Creative Planning | 261.88K | +106.0% | $23.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Russell Investments Group, Ltd. | 260.17K | +7.7% | $23.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 66 | Truist Financial Corp | 259.61K | -2.6% | $23.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 67 | Mackenzie Financial Corp | 248.68K | +24.4% | $22.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | State Board Of Administration Of… | 189.62K | -1.8% | $17.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 189.53K | +9.0% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 70 | Pnc Financial Services Group, Inc. | 188.87K | +5.2% | $17.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 71 | Wellington Management ✦ | 184.84K | -13.3% | $16.73M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 72 | Ameriprise Financial Inc | 176.41K | -32.4% | $15.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 73 | Aviva Plc | 171.75K | +0.1% | $15.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Cerity Partners LLC | 168.91K | +21.9% | $15.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 75 | Us Bancorp \De\ | 159.27K | -0.8% | $14.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 76 | National Bank Of Canada /Fi/ | 155.89K | +6.4% | $14.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 77 | LPL Financial LLC | 147.32K | -5.5% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Millennium Management ✦ | 142.85K | -51.1% | $12.93M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | Connor, Clark & Lunn Investment… | 141.74K | +1.5% | $12.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | American Century Companies Inc | 128.46K | -78.3% | $11.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Pictet Asset Management Holding SA | 123.93K | -5.4% | $11.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | New York State Common Retirement… | 118.23K | -2.1% | $10.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank Of Nova Scotia | 110.24K | -7.6% | $9.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Mercer Global Advisors Inc /Adv | 106.37K | +10.3% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Chevy Chase Trust Holdings, LLC | 104.67K | -2.0% | $9.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 86 | Prudential Financial Inc | 104.63K | -50.1% | $9.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 87 | Caisse De Depot Et Placement Du… | 99.62K | -71.4% | $9.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Toronto Dominion Bank | 98.99K | +59.9% | $8.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 89 | Cetera Investment Advisers | 96.32K | +8.9% | $8.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Hrt Financial Lp | 93.96K | -18.6% | $8.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Boston Partners | 91.63K | +52.8% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 92 | Stifel Financial Corp | 91.48K | -2.3% | $8.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 93 | Korea Investment CORP | 90.42K | -16.1% | $8.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Gotham Asset Management ✦ | 88.74K | +1353.6% | $8.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 87.82K | -2.1% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Credit Agricole S A | 87.10K | +30.2% | $7.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 97 | Corient Private Wealth LP | 86.61K | +31.3% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Universal- Beteiligungs- und… | 83.83K | -5.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Td Asset Management Inc | 83.94K | -16.0% | $7.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Mitsubishi UFJ Trust & Banking Corp | 83.46K | -1.4% | $7.55M | 0.0% | ▼ Trim | 3 | 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 | $222.59M | 0.0% |
Sorti(e)
| Amundi | $55.41M | était 0.0% |
| Clearbridge Investments, LLC | $39.60M | était 0.0% |
| Adage Capital Partners | $12.38M | était 0.0% |
| PFA Pension… | $10.00M | était 0.0% |
| HighTower Advisors, LLC | $2.40M | était 0.0% |
| Bank Julius Baer & Co. Ltd… | $1.34M | était 0.0% |
| IMC-Chicago, LLC | $267,294 | était 0.0% |
| Parallax Volatility Advisers… | $242,895 | était 0.0% |
| DZ BANK AG Deutsche Zentral… | $182,364 | 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