LEN
LENNAR CORP /NEW/
+0.20 (+0.26%)78.56USD3.6M成交股數18.9B市值6.4本益比(近四季)0.6股價營收比-5.2%營收年增(近四季)2026-12-15下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 0.00 |
| 近 180 天 淨額 | 0.00 |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-31 | 09-02 | OLIVERA ARMANDO J | Director | A 獲配股票 | 535 | 84.11 | 45K | 23.3K | SEC |
| 2026-08-31 | 09-02 | SONNENFELD JEFFREY | Director | A 獲配股票 | 341 | 84.11 | 29K | 28.2K | SEC |
| 2026-07-10 | 07-14 | HUDSON SHERRILL W | Director | A 獲配股票 | 14 | 84.27 | 1K | 38.3K | SEC |
| 2026-07-10 | 07-14 | McClure Teri P | Director | A 獲配股票 | 14 | 84.27 | 1K | 32.0K | SEC |
| 2026-07-10 | 07-14 | Banse Amy | Director | A 獲配股票 | 14 | 84.27 | 1K | 17.0K | SEC |
| 2026-07-10 | 07-14 | Gilliam Theron I | Director | A 獲配股票 | 14 | 84.27 | 1K | 36.8K | SEC |
| 2026-07-10 | 07-14 | OLIVERA ARMANDO J | Director | A 獲配股票 | 19 | 84.27 | 2K | 22.8K | SEC |
| 2026-07-10 | 07-14 | Wolfe Serena | Director | A 獲配股票 | 14 | 84.27 | 1K | 6.3K | SEC |
| 2026-07-10 | 07-14 | Smith Dacona | Director | A 獲配股票 | 14 | 84.27 | 1K | 6.3K | SEC |
| 2026-07-10 | 07-14 | SONNENFELD JEFFREY | Director | A 獲配股票 | 17 | 84.27 | 1K | 27.8K | SEC |
| 2026-05-29 | 06-02 | SONNENFELD JEFFREY | Director | A 獲配股票 | 320 | 89.78 | 29K | 27.8K | SEC |
| 2026-05-29 | 06-02 | OLIVERA ARMANDO J | Director | A 獲配股票 | 501 | 89.78 | 45K | 22.8K | SEC |
| 2026-05-11 | 05-13 | MILLER STUART A | Exec. Chairman, CEO, President | G 贈與 | 2.0K | – | – | 1.5M | SEC |
| 2026-04-22 | 04-24 | OLIVERA ARMANDO J | Director | A 獲配股票 | 14 | 94.45 | 1K | 22.3K | SEC |
| 2026-04-22 | 04-24 | Wolfe Serena | Director | A 獲配股票 | 12 | 94.45 | 1K | 6.3K | SEC |
| 2026-04-22 | 04-24 | Smith Dacona | Director | A 獲配股票 | 12 | 94.45 | 1K | 6.3K | SEC |
| 2026-04-22 | 04-24 | Banse Amy | Director | A 獲配股票 | 12 | 94.45 | 1K | 16.9K | SEC |
| 2026-04-22 | 04-24 | McClure Teri P | Director | A 獲配股票 | 12 | 94.45 | 1K | 32.0K | SEC |
| 2026-04-22 | 04-24 | SONNENFELD JEFFREY | Director | A 獲配股票 | 13 | 94.45 | 1K | 27.5K | SEC |
| 2026-04-22 | 04-24 | HUDSON SHERRILL W | Director | A 獲配股票 | 12 | 94.45 | 1K | 38.3K | SEC |
| 2026-04-22 | 04-24 | Gilliam Theron I | Director | A 獲配股票 | 12 | 94.45 | 1K | 36.8K | SEC |
| 2026-04-08 | 04-10 | Smith Dacona | Director | A 獲配股票 | 2.3K | – | – | 6.3K | SEC |
| 2026-04-08 | 04-10 | OLIVERA ARMANDO J | Director | A 獲配股票 | 2.3K | – | – | 22.3K | SEC |
| 2026-04-08 | 04-10 | Banse Amy | Director | A 獲配股票 | 2.3K | – | – | 16.9K | SEC |
| 2026-04-08 | 04-10 | Gilliam Theron I | Director | A 獲配股票 | 2.3K | – | – | 36.8K | SEC |
| 2026-04-08 | 04-10 | HUDSON SHERRILL W | Director | A 獲配股票 | 2.3K | – | – | 38.3K | SEC |
| 2026-04-08 | 04-10 | Wolfe Serena | Director | A 獲配股票 | 2.3K | – | – | 6.3K | SEC |
| 2026-04-08 | 04-10 | McClure Teri P | Director | A 獲配股票 | 2.3K | – | – | 32.0K | SEC |
| 2026-04-08 | 04-10 | SONNENFELD JEFFREY | Director | A 獲配股票 | 2.3K | – | – | 27.5K | SEC |
| 2026-03-16 | 03-18 | BESSETTE DIANE J | VP & Chief Financial Officer | F 繳稅扣股 | 4.7K | 95.95 | 451K | 329K | SEC |
| 2026-03-16 | 03-18 | BESSETTE DIANE J | VP & Chief Financial Officer | D 處分 | 4.9K | – | – | 334K | SEC |
| 2026-03-16 | 03-18 | MILLER STUART A | Executive Chairman & CEO | F 繳稅扣股 | 60.0K | 95.95 | 5.8M | 1.1M | SEC |
| 2026-03-16 | 03-18 | MILLER STUART A | Executive Chairman & CEO | D 處分 | 55.5K | – | – | 1.2M | SEC |
| 2026-02-27 | 03-03 | SONNENFELD JEFFREY | Director | A 獲配股票 | 251 | 114.36 | 29K | 25.2K | SEC |
| 2026-02-27 | 03-03 | OLIVERA ARMANDO J | Director | A 獲配股票 | 393 | 114.36 | 45K | 20.0K | SEC |
| 2026-02-14 | 02-18 | Collins David M | VP & Controller | F 繳稅扣股 | 998 | 122.28 | 122K | 49.6K | SEC |
| 2026-02-14 | 02-18 | Lee Martin Katherine | Chief Legal Officer/Secretary | F 繳稅扣股 | 989 | 122.28 | 121K | 55.6K | SEC |
| 2026-02-14 | 02-18 | Lee Martin Katherine | Chief Legal Officer/Secretary | F 繳稅扣股 | 3.0K | 122.28 | 363K | 56.6K | SEC |
| 2026-02-14 | 02-18 | Collins David M | VP & Controller | F 繳稅扣股 | 836 | 122.28 | 102K | 50.6K | SEC |
| 2026-02-14 | 02-18 | Collins David M | VP & Controller | F 繳稅扣股 | 1.2K | 122.28 | 144K | 51.5K | SEC |
| 2026-01-20 | 01-22 | Lee Martin Katherine | Chief Legal Officer/Secretary | A 獲配股票 | 8.7K | – | – | 50.9K | SEC |
| 2026-01-20 | 01-22 | MILLER STUART A | Executive Chairman & CEO | F 繳稅扣股 | 25.9K | 115.16 | 3.0M | 1.2M | SEC |
| 2026-01-20 | 01-22 | MILLER STUART A | Executive Chairman & CEO | A 獲配股票 | 69.0K | – | – | 1.2M | SEC |
| 2026-01-20 | 01-22 | MILLER STUART A | Executive Chairman & CEO | A 獲配股票 | 161K | – | – | 1.1M | SEC |
| 2026-01-20 | 01-22 | BESSETTE DIANE J | VP & Chief Financial Officer | F 繳稅扣股 | 6.9K | 115.16 | 791K | 339K | SEC |
| 2026-01-20 | 01-22 | BESSETTE DIANE J | VP & Chief Financial Officer | A 獲配股票 | 20.6K | – | – | 346K | SEC |
| 2026-01-20 | 01-22 | BESSETTE DIANE J | VP & Chief Financial Officer | A 獲配股票 | 20.6K | – | – | 325K | SEC |
| 2026-01-20 | 01-22 | Collins David M | VP & Controller | A 獲配股票 | 8.7K | – | – | 52.6K | SEC |
| 2026-01-20 | 01-22 | Lee Martin Katherine | Chief Legal Officer/Secretary | A 獲配股票 | 8.7K | – | – | 59.6K | SEC |
| 2025-11-28 | 12-02 | McClure Teri P | Director | A 獲配股票 | 133 | – | – | 29.7K | SEC |
| 2025-11-28 | 12-02 | Smith Dacona | Director | A 獲配股票 | 133 | – | – | 3.9K | SEC |
| 2025-11-28 | 12-02 | Wolfe Serena | Director | A 獲配股票 | 133 | – | – | 4.0K | SEC |
| 2025-11-28 | 12-02 | Banse Amy | Director | A 獲配股票 | 133 | – | – | 14.6K | SEC |
| 2025-11-26 | 12-01 | MILLER STUART A | Executive Chairman & Co-CEO | G 贈與 | 7.8K | – | – | 964K | SEC |
| 2025-11-26 | 12-01 | MILLER STUART A | Executive Chairman & Co-CEO | J 其他 | 20.1K | – | – | 972K | SEC |
| 2025-11-26 | 12-01 | Banse Amy | Director | J 其他 | 220 | – | – | 14.5K | SEC |
| 2025-10-02 | 10-03 | Lee Martin Katherine | Chief Legal Officer/Secretary | F 繳稅扣股 | 3.0K | 128.33 | 387K | 42.2K | SEC |
| 2025-09-02 | 09-04 | Lee Martin Katherine | Chief Legal Officer/Secretary | A 獲配股票 | 7.5K | – | – | 37.7K | SEC |
| 2025-09-02 | 09-04 | Lee Martin Katherine | Chief Legal Officer/Secretary | A 獲配股票 | 30.1K | – | – | 30.1K | SEC |
| 2025-09-02 | 09-04 | Lee Martin Katherine | Chief Legal Officer/Secretary | A 獲配股票 | 7.5K | – | – | 45.2K | SEC |
| 2025-08-29 | 09-02 | Smith Dacona | Director | A 獲配股票 | 131 | – | – | 3.8K | SEC |
| 2025-08-29 | 09-02 | Wolfe Serena | Director | A 獲配股票 | 131 | – | – | 3.9K | SEC |
| 2025-08-29 | 09-02 | Banse Amy | Director | A 獲配股票 | 131 | – | – | 14.7K | SEC |
| 2025-08-29 | 09-02 | McClure Teri P | Director | A 獲配股票 | 131 | – | – | 29.5K | SEC |
| 2025-05-30 | 06-03 | McClure Teri P | Director | A 獲配股票 | 164 | – | – | 29.4K | SEC |
| 2025-05-30 | 06-03 | Wolfe Serena | Director | A 獲配股票 | 164 | – | – | 3.7K | SEC |
| 2025-05-30 | 06-03 | Smith Dacona | Director | A 獲配股票 | 164 | – | – | 3.7K | SEC |
| 2025-05-30 | 06-03 | Banse Amy | Director | A 獲配股票 | 164 | – | – | 14.6K | SEC |
| 2025-04-09 | 04-10 | Gilliam Theron I | Director | A 獲配股票 | 1.2K | – | – | 34.5K | SEC |
| 2025-04-09 | 04-10 | HUDSON SHERRILL W | Director | A 獲配股票 | 1.2K | – | – | 36.0K | SEC |
| 2025-04-09 | 04-10 | SONNENFELD JEFFREY | Director | A 獲配股票 | 1.2K | – | – | 24.9K | SEC |
| 2025-04-09 | 04-10 | Wolfe Serena | Director | A 獲配股票 | 1.2K | – | – | 3.6K | SEC |
| 2025-04-09 | 04-10 | Banse Amy | Director | A 獲配股票 | 1.2K | – | – | 14.4K | SEC |
| 2025-04-09 | 04-10 | McClure Teri P | Director | A 獲配股票 | 1.2K | – | – | 29.2K | SEC |
| 2025-04-09 | 04-10 | OLIVERA ARMANDO J | Director | A 獲配股票 | 1.2K | – | – | 19.6K | SEC |
| 2025-04-09 | 04-10 | Smith Dacona | Director | A 獲配股票 | 1.2K | – | – | 3.5K | SEC |
| 2025-02-28 | 03-04 | Smith Dacona | Director | A 獲配股票 | 146 | – | – | 2.3K | SEC |
| 2025-02-28 | 03-04 | Wolfe Serena | Director | A 獲配股票 | 146 | – | – | 2.3K | SEC |
| 2025-02-28 | 03-04 | McClure Teri P | Director | A 獲配股票 | 146 | – | – | 28.0K | SEC |
| 2025-02-28 | 03-04 | Banse Amy | Director | A 獲配股票 | 146 | – | – | 13.2K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| GABELLI FUNDS LLC | 1.1M | 101M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | 89.5M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 450K | 40.0M | 新進 | 新進 |
| GAMCO INVESTORS, INC. ET AL | 449K | 39.9M | 新進 | 新進 |
| GREENHAVEN ASSOCIATES INC | 364K | 32.3M | 新進 | 新進 |
| BlackRock, Inc. | 328K | 29.1M | 新進 | 新進 |
| 波克夏(巴菲特) Berkshire Hathaway Inc | 298K | 26.4M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 254K | 22.5M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 229K | 20.3M | 新進 | 新進 |
| MORGAN STANLEY | 188K | 16.7M | 新進 | 新進 |
| RAYMOND JAMES FINANCIAL INC | 185K | 16.4M | 新進 | 新進 |
| GoodHaven Capital Management, LLC | 163K | 14.5M | 新進 | 新進 |
| THIRD AVENUE MANAGEMENT LLC | 150K | 13.3M | 新進 | 新進 |
| MAGNOLIA GROUP, LLC | 143K | 12.7M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 143K | 12.7M | 新進 | 新進 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 135K | 12.0M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 119K | 10.5M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 115K | 10.2M | 新進 | 新進 |
| Legal & General Group Plc | 107K | 9.5M | 新進 | 新進 |
| FMR LLC | 94.8K | 8.4M | 新進 | 新進 |
| NEUBERGER BERMAN GROUP LLC | 86.1K | 7.6M | 新進 | 新進 |
| River Road Asset Management, LLC | 73.6K | 6.5M | 新進 | 新進 |
| Red Door Wealth Management, LLC | 67.0K | 5.9M | 新進 | 新進 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 55.0K | 4.9M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 54.4K | 4.8M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 260 +15 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 260 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 7.9M · 3.3% |
| 合計季末市值 | 691M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 18.2M |
|---|---|
| 與上期比 | +5.7% |
| 佔流通股數 | 7.57% |
| 日均成交量 | 2.5M |
| 回補天數 | 7.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 18.2M | +5.7% | 7.57% | 2.5M | 7.4 |
| 2026-08-14 | 17.3M | +3.0% | 7.17% | 1.9M | 9.0 |
| 2026-07-31 | 16.8M | -1.3% | 6.96% | 2.6M | 6.5 |
| 2026-07-15 | 17.0M | -3.7% | 7.05% | 2.3M | 7.3 |
| 2026-06-30 | 17.6M | -2.7% | 7.32% | 3.1M | 5.7 |
| 2026-06-15 | 18.1M | +7.9% | 7.52% | 3.1M | 5.9 |
| 2026-05-29 | 16.8M | +7.0% | 6.97% | 2.6M | 6.5 |
| 2026-05-15 | 15.7M | +8.0% | 6.52% | 2.5M | 6.2 |
| 2026-04-30 | 14.5M | +15.8% | 6.04% | 2.3M | 6.2 |
| 2026-04-15 | 12.6M | +12.7% | 5.22% | 3.3M | 3.9 |
| 2026-03-31 | 11.1M | +9.9% | 4.63% | 3.8M | 2.9 |
| 2026-03-13 | 10.1M | +8.9% | 4.21% | 3.2M | 3.1 |
| 2026-02-27 | 9.3M | +10.8% | 3.87% | 2.1M | 4.4 |
| 2026-02-13 | 8.4M | +2.9% | 3.49% | 2.9M | 2.9 |
| 2026-01-30 | 8.2M | -7.3% | 3.39% | 2.8M | 2.9 |
| 2026-01-15 | 8.8M | -16.5% | 3.66% | 4.0M | 2.2 |
| 2025-12-31 | 10.6M | -8.4% | 4.38% | 4.4M | 2.4 |
| 2025-12-15 | 11.5M | -67.8% | 4.79% | 6.8M | 1.7 |
| 2025-11-28 | 35.7M | +75.3% | 14.84% | 14.2M | 2.5 |
| 2025-11-14 | 20.4M | +37.8% | 8.47% | 3.8M | 5.4 |
| 2025-10-31 | 14.8M | +12.2% | 6.15% | 3.6M | 4.1 |
| 2025-10-15 | 13.2M | +12.8% | 5.48% | 3.6M | 3.7 |
| 2025-09-30 | 11.7M | -2.5% | 4.85% | 5.2M | 2.2 |
| 2025-09-15 | 12.0M | +3.7% | 4.98% | 3.1M | 3.8 |
| 2025-08-29 | 11.6M | -9.3% | 4.80% | 3.0M | 3.9 |
| 2025-08-15 | 12.7M | +11.0% | 5.29% | 3.3M | 3.9 |