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Lennar Corp

LEN.B
Exchange
NYSE
Industry
General Bldg Contractors - Residential Bldgs
SEC CIK
0000920760

In the last 90 days, Lennar Corp insiders filed 2 open-market purchases and 0 sales; 260 institutions reported holding it in 13F filings for Q2 2026, worth $697.8M in total; superinvestors Greenhaven Associates and Berkshire Hathaway hold it.

Other share classesLEN

13F holders, Q1 2022

Institutional positions in Lennar Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
214
−6 vs. Q4 2021
Shares held
11.9M
−1.40M (−10.5%) vs. Q4 2021
Total value
$808.0M
−$459.8M (−36.3%) vs. Q4 2021
New holders
28
64 more added
Sold out
34
61 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LEN.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 214 institutions
Q1 2021: 199 institutionsQ2 2021: 200 institutionsQ3 2021: 199 institutionsQ4 2021: 220 institutionsQ1 2022: 214 institutionsQ2 2022: 211 institutionsQ3 2022: 216 institutionsQ4 2022: 226 institutionsQ1 2023: 221 institutionsQ2 2023: 224 institutionsQ3 2023: 226 institutionsQ4 2023: 246 institutionsQ1 2024: 255 institutionsQ2 2024: 250 institutionsQ3 2024: 266 institutionsQ4 2024: 266 institutionsQ1 2025: 245 institutionsQ2 2025: 240 institutionsQ3 2025: 256 institutionsQ4 2025: 257 institutionsQ1 2026: 244 institutionsQ2 2026: 260 institutions
Value heldQ1 2022: $808.0M
Q1 2021: $1.16BQ2 2021: $1.08BQ3 2021: $1.08BQ4 2021: $1.27BQ1 2022: $808.0MQ2 2022: $679.8MQ3 2022: $685.0MQ4 2022: $856.1MQ1 2023: $955.0MQ2 2023: $1.17BQ3 2023: $984.2MQ4 2023: $1.23BQ1 2024: $1.33BQ2 2024: $1.16BQ3 2024: $1.40BQ4 2024: $1.06BQ1 2025: $860.1MQ2 2025: $812.7MQ3 2025: $895.2MQ4 2025: $713.5MQ1 2026: $601.8MQ2 2026: $697.8M
Institutions holding LEN.B and their total value by quarter
QuarterHoldersValue
Q2 2026260$697.8M
Q1 2026244$601.8M
Q4 2025257$713.5M
Q3 2025256$895.2M
Q2 2025240$812.7M
Q1 2025245$860.1M
Q4 2024266$1.06B
Q3 2024266$1.40B
Q2 2024250$1.16B
Q1 2024255$1.33B
Q4 2023246$1.23B
Q3 2023226$984.2M
Q2 2023224$1.17B
Q1 2023221$955.0M
Q4 2022226$856.1M
Q3 2022216$685.0M
Q2 2022211$679.8M
Q1 2022214$808.0M
Q4 2021220$1.27B
Q3 2021199$1.08B
Q2 2021200$1.08B
Q1 2021199$1.16B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2021.

Institutions holding LEN.B in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc1,600,191$109.4M0.00%+85,850+5.7%Added
Gabelli Funds LLC1,415,848$96.8M0.64%−10,325−0.7%Reduced
Barclays PLC1,030,044$70.4M0.06%−635,085−38.1%Reduced
Gamco Investors, Inc. Et Al724,458$49.5M0.45%−18,330−2.5%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates494,968$33.8M0.90%+43,920+9.7%Added
BlackRock Inc.483,441$33.0M0.00%−39,643−7.6%Reduced
Third Avenue Management LLC474,491$32.4M4.42%−3,639−0.8%Reduced
Goldman Sachs Group Inc471,406$32.2M0.01%+9,469+2.0%Added
UBS Group AG450,818$30.8M0.01%−300,419−40.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund292,153$20.0M0.07%+43,400+17.4%Added
Norges Bank271,248$18.5M0.00%+27,517+11.3%Added
First Foundation Advisors236,067$16.1M0.58%+23,499+11.1%Added
Maltese Capital Management LLC204,300$14.0M2.63%00.0%Unchanged
Dimensional Fund Advisors LP202,479$13.8M0.00%+411+0.2%Added
Neuberger Berman Group LLC178,015$12.2M0.01%−576−0.3%Reduced
NFC Investments, LLC135,396$9.25M2.07%+1,530+1.1%Added
Eminence Capital, LP133,601$9.13M0.15%−73−0.1%Reduced
HSBC Holdings PLC125,859$8.73M0.01%−111,705−47.0%Reduced
Montgomery Investment Management Inc117,795$8.05M2.76%+3,010+2.6%Added
ACR Alpine Capital Research, LLC114,903$7.85M0.39%+8,200+7.7%Added
Geode Capital Management, LLC111,904$7.65M0.00%−25,980−18.8%Reduced
Aristotle Capital Management, LLC111,713$7.64M0.01%−2,081−1.8%Reduced
RWC Asset Management LLP104,778$7.16M0.20%−10,120−8.8%Reduced
Sib LLC102,692$7.02M4.32%00.0%Unchanged
Bank of Nova Scotia102,000$6.97M0.01%+43,217+73.5%Added
GoodHaven Capital Management, LLC93,846$6.41M3.84%+7,400+8.6%Added
Bank of New York Mellon Corp88,947$6.08M0.00%+30,835+53.1%Added
Evergreen Capital Management LLC87,988$6.01M0.24%+50,978+137.7%Added
Morgan Stanley82,019$5.61M0.00%−29,393−26.4%Reduced
Arbiter Partners Capital Management LLC81,120$5.54M4.06%+8,260+11.3%Added
Parametric Portfolio Associates LLC75,677$5.17M0.00%+28,281+59.7%Added
Landscape Capital Management, L.L.C.65,059$4.45M0.57%−13,733−17.4%Reduced
State Street Corp63,270$4.33M0.00%−258−0.4%Reduced
Los Angeles Capital Management LLC61,855$4.23M0.02%+26,909+77.0%Added
Legal & General Group Plc61,740$4.22M0.00%+10,201+19.8%Added
Envestnet Asset Management Inc61,031$4.17M0.00%−2,817−4.4%Reduced
Principal Financial Group Inc52,392$3.58M0.00%+977+1.9%Added
Aristides Capital LLC52,274$3.57M2.42%00.0%Unchanged
Hohimer Wealth Management, LLC50,566$3.46M0.68%+50,566New
First Manhattan Co46,482$3.18M0.01%+1,090+2.4%Added
Gabelli & Co Investment Advisers, Inc.42,847$2.93M0.38%−8,500−16.6%Reduced
Nuveen Asset Management, LLC37,603$2.77M0.00%−647−1.7%Reduced
Northern Trust Corp39,683$2.71M0.00%−4,419−10.0%Reduced
683 Capital Management, LLC39,000$2.67M0.16%+39,000New
Bank of America Corp35,680$2.44M0.00%−2,648−6.9%Reduced
Mercer Global Advisors Inc34,608$2.37M0.01%+1,765+5.4%Added
Red Door Wealth Management, LLC32,275$2.21M0.74%+6,791+26.6%Added
Mraz, Amerine & Associates, Inc.30,050$2.05M0.49%+1,045+3.6%Added
Susquehanna International Group, LLP29,661$2.03M0.00%−10,044−25.3%Reduced
SEI Investments Co26,218$1.79M0.00%−1,083−4.0%Reduced
Aviva PLC24,057$1.64M0.01%−9,596−28.5%Reduced
Carmel Capital Partners, LLC23,152$1.58M1.32%00.0%Unchanged
FMR LLC21,220$1.45M0.00%+8,677+69.2%Added
Capital World Investors21,169$1.45M0.00%00.0%Unchanged
Byrne Asset Management LLC19,978$1.37M0.85%+2,698+15.6%Added
State Board of Administration of Florida Retirement System19,526$1.33M0.00%00.0%Unchanged
Wells Fargo & Company19,502$1.33M0.00%−11,028−36.1%Reduced
State of Alaska, Department of Revenue19,283$1.32M0.01%−6,369−24.8%Reduced
Supplemental Annuity Collective Trust of NJ19,000$1.30M0.43%00.0%Unchanged
New York State Common Retirement Fund18,476$1.26M0.00%−5,957−24.4%Reduced
STRS Ohio17,425$1.19M0.00%−630−3.5%Reduced
Carnegie Capital Asset Management, LLC17,331$1.19M0.04%+1,660+10.6%Added
D. E. Shaw & Co., Inc.17,301$1.18M0.00%+9,824+131.4%Added
Madison Wealth Management16,878$1.15M0.24%−151−0.9%Reduced
Allianz Asset Management GmbH16,767$1.15M0.00%+201+1.2%Added
USS Investment Management Ltd15,996$1.09M0.01%+15,996New
Aaron Wealth Advisors71,972$1.05M0.02%+71,972New
National Bank of Canada15,071$1.03M0.00%−14,999−49.9%Reduced
Boothbay Fund Management, LLC15,045$1.03M0.03%−140−0.9%Reduced
UBS Asset Management Americas Inc14,635$1.00M0.00%00.0%Unchanged
Handelsbanken Fonder AB14,319$979.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC13,722$938.0K0.01%00.0%Unchanged
Rafferty Asset Management, LLC13,287$908.0K0.01%−2,691−16.8%Reduced
Illinois Municipal Retirement Fund12,065$825.0K0.02%00.0%Unchanged
Occudo Quantitative Strategies LP11,961$818.0K0.07%+577+5.1%Added
Amundi12,670$809.0K0.00%+2,791+28.3%Added
Cubist Systematic Strategies, LLC11,750$803.0K0.01%+5,250+80.8%Added
Renaissance Technologies LLC11,752$803.0K0.00%+11,752New
Malaga Cove Capital, LLC11,044$755.0K0.35%+7,807+241.2%Added
Fisher Asset Management, LLC10,934$747.0K0.00%00.0%Unchanged
Globeflex Capital L P10,475$716.0K0.15%00.0%Unchanged
CSS LLC10,057$687.0K0.03%00.0%Unchanged
Community Capital Management, Inc.–$684.0K0.81%––
Citigroup Inc9,705$663.0K0.00%−1,569−13.9%Reduced
Invesco Ltd.9,508$650.0K0.00%+975+11.4%Added
Rhumbline Advisers9,149$625.0K0.00%−919−9.1%Reduced
Charles Schwab Investment Management Inc9,110$623.0K0.00%+303+3.4%Added
Ameriprise Financial Inc8,318$569.0K0.00%−71−0.8%Reduced
Public Employees Retirement System of Ohio8,136$556.0K0.00%−298−3.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC8,103$554.0K0.00%+8,103New
California State Teachers Retirement System6,723$460.0K0.00%−21,895−76.5%Reduced
Credit Suisse AG6,380$436.0K0.00%−520,122−98.8%Reduced
Graham Capital Management, L.P.6,184$422.0K0.02%+6,184New
Victory Capital Management Inc6,379$416.0K0.00%−908−12.5%Reduced
Franklin Resources Inc5,798$397.0K0.00%+5,587+2,647.9%Added
Blair William & Co5,792$396.0K0.00%+23+0.4%Added
Treasurer of the State of North Carolina5,772$395.0K0.00%+93+1.6%Added
Huber Capital Management LLC5,684$389.0K0.10%+22+0.4%Added
Engineers Gate Manager LP5,509$377.0K0.01%+5,509New
Bank of Montreal5,148$371.0K0.00%+4,906+2,027.3%Added