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, Q4 2022
Institutional positions in Lennar Corp as of Dec 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
- 226
- +12 vs. Q3 2022
- Shares held
- 11.5M
- +58.6K (+0.5%) vs. Q3 2022
- Total value
- $856.1M
- +$175.2M (+25.7%) vs. Q3 2022
- New holders
- 37
- 71 more added
- Sold out
- 25
- 61 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 260 | $697.8M |
| Q1 2026 | 244 | $601.8M |
| Q4 2025 | 257 | $713.5M |
| Q3 2025 | 256 | $895.2M |
| Q2 2025 | 240 | $812.7M |
| Q1 2025 | 245 | $860.1M |
| Q4 2024 | 266 | $1.06B |
| Q3 2024 | 266 | $1.40B |
| Q2 2024 | 250 | $1.16B |
| Q1 2024 | 255 | $1.33B |
| Q4 2023 | 246 | $1.23B |
| Q3 2023 | 226 | $984.2M |
| Q2 2023 | 224 | $1.17B |
| Q1 2023 | 221 | $955.0M |
| Q4 2022 | 226 | $856.1M |
| Q3 2022 | 216 | $685.0M |
| Q2 2022 | 211 | $679.8M |
| Q1 2022 | 214 | $808.0M |
| Q4 2021 | 220 | $1.27B |
| Q3 2021 | 199 | $1.08B |
| Q2 2021 | 200 | $1.08B |
| Q1 2021 | 199 | $1.16B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,726,210 | $129.1M | 0.00% | −1,045−0.1% | Reduced |
| Gabelli Funds LLC | 1,454,646 | $108.8M | 0.85% | −3,700−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 681,898 | $51.0M | 0.55% | −19,328−2.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 579,464 | $43.3M | 0.77% | +9,347+1.6% | Added |
| Goldman Sachs Group Inc | 483,019 | $36.1M | 0.01% | +6,690+1.4% | Added |
| BlackRock Inc. | 458,450 | $34.3M | 0.00% | +17,334+3.9% | Added |
| Norges Bank | 456,219 | $34.1M | 0.01% | −64,385−12.4% | Reduced |
| Third Avenue Management LLC | 328,008 | $24.5M | 4.27% | −65,463−16.6% | Reduced |
| 683 Capital Management, LLC | 299,400 | $22.4M | 2.02% | +222,500+289.3% | Added |
| Dimensional Fund Advisors LP | 232,039 | $17.4M | 0.01% | −1,025−0.4% | Reduced |
| Maltese Capital Management LLC | 215,000 | $16.1M | 4.47% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 210,077 | $15.7M | 0.08% | −21,510−9.3% | Reduced |
| Morgan Stanley | 196,906 | $14.7M | 0.00% | +7,541+4.0% | Added |
| Neuberger Berman Group LLC | 171,629 | $12.8M | 0.01% | −741−0.4% | Reduced |
| Bank of Nova Scotia | 148,500 | $11.1M | 0.03% | −1,500−1.0% | Reduced |
| Eminence Capital, LP | 127,171 | $9.51M | 0.18% | −823−0.6% | Reduced |
| Montgomery Investment Management Inc | 119,915 | $8.97M | 3.18% | +558+0.5% | Added |
| Geode Capital Management, LLC | 114,276 | $8.54M | 0.00% | +5,077+4.6% | Added |
| ACR Alpine Capital Research, LLC | 113,207 | $8.47M | 0.38% | −2,894−2.5% | Reduced |
| RWC Asset Management LLP | 112,884 | $8.44M | 0.27% | −1,264−1.1% | Reduced |
| Torray LLC | 109,629 | $8.20M | 1.48% | +109,629 | New |
| Aristotle Capital Management, LLC | 108,326 | $8.10M | 0.02% | −8,128−7.0% | Reduced |
| Sib LLC | 102,692 | $7.68M | 5.44% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 101,634 | $7.60M | 5.11% | +3,200+3.3% | Added |
| Arbiter Partners Capital Management LLC | 95,120 | $7.11M | 8.47% | 00.0% | Unchanged |
| Millennium Management LLC | 92,863 | $6.94M | 0.01% | +54,372+141.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 90,126 | $6.74M | 1.44% | −3,178−3.4% | Reduced |
| NFC Investments, LLC | 89,171 | $6.67M | 2.06% | +49,700+125.9% | Added |
| Evergreen Capital Management LLC | 88,684 | $6.63M | 0.31% | −24,612−21.7% | Reduced |
| Legal & General Group Plc | 84,272 | $6.30M | 0.00% | −3,846−4.4% | Reduced |
| Echo Street Capital Management LLC | 79,188 | $5.92M | 0.06% | −112,751−58.7% | Reduced |
| Envestnet Asset Management Inc | 74,573 | $5.58M | 0.00% | +8,478+12.8% | Added |
| Landscape Capital Management, L.L.C. | 72,459 | $5.42M | 0.80% | −31,674−30.4% | Reduced |
| Susquehanna International Group, LLP | 72,316 | $5.41M | 0.01% | +9,984+16.0% | Added |
| State Street Corp | 71,571 | $5.35M | 0.00% | +1,762+2.5% | Added |
| Jefferies Financial Group Inc. | 69,924 | $5.23M | 0.09% | +69,924 | New |
| JPMorgan Chase & Co | 64,411 | $4.82M | 0.00% | +360+0.6% | Added |
| State of Wisconsin Investment Board | 63,953 | $4.78M | 0.02% | −17,558−21.5% | Reduced |
| Principal Financial Group Inc | 63,742 | $4.77M | 0.00% | +3,495+5.8% | Added |
| FMR LLC | 59,485 | $4.45M | 0.00% | −1,493−2.4% | Reduced |
| Kempner Capital Management Inc. | 57,710 | $4.32M | 2.62% | −277−0.5% | Reduced |
| Northern Trust Corp | 57,174 | $4.28M | 0.00% | −2,223−3.7% | Reduced |
| Barclays PLC | 50,038 | $3.74M | 0.00% | +41,483+484.9% | Added |
| Marathon Capital Management | 49,505 | $3.70M | 1.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 45,723 | $3.42M | 0.02% | +6,107+15.4% | Added |
| First Manhattan Co | 45,537 | $3.41M | 0.01% | −5,212−10.3% | Reduced |
| Balyasny Asset Management LLC | 45,226 | $3.38M | 0.01% | +45,226 | New |
| Lazard Asset Management LLC | 41,320 | $3.09M | 0.00% | +41,320 | New |
| SEI Investments Co | 39,364 | $2.94M | 0.01% | +2,671+7.3% | Added |
| Handelsbanken Fonder AB | 38,412 | $2.87M | 0.02% | +22,859+147.0% | Added |
| Red Door Wealth Management, LLC | 37,915 | $2.84M | 0.93% | +1,100+3.0% | Added |
| Bank of New York Mellon Corp | 37,208 | $2.78M | 0.00% | −35,462−48.8% | Reduced |
| Nuveen Asset Management, LLC | 36,393 | $2.72M | 0.00% | +73+0.2% | Added |
| State of Alaska, Department of Revenue | 34,499 | $2.58M | 0.03% | +1,312+4.0% | Added |
| Bank of America Corp | 34,046 | $2.55M | 0.00% | −531−1.5% | Reduced |
| National Bank of Canada | 33,738 | $2.52M | 0.01% | +18,623+123.2% | Added |
| Qube Research & Technologies Ltd | 32,874 | $2.46M | 0.01% | −46,740−58.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,906 | $2.31M | 0.54% | +84+0.3% | Added |
| Hohimer Wealth Management, LLC | 29,497 | $2.21M | 0.70% | −19,110−39.3% | Reduced |
| USS Investment Management Ltd | 26,890 | $2.01M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 23,893 | $1.79M | 0.00% | +837+3.6% | Added |
| Aristides Capital LLC | 23,582 | $1.76M | 1.09% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 23,152 | $1.73M | 1.20% | 00.0% | Unchanged |
| STRS Ohio | 22,266 | $1.67M | 0.01% | +2,195+10.9% | Added |
| Capital World Investors | 21,169 | $1.58M | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 20,302 | $1.52M | 0.83% | −14−0.1% | Reduced |
| Invesco Ltd. | 19,829 | $1.48M | 0.00% | +10,787+119.3% | Added |
| Byrne Asset Management LLC | 19,154 | $1.43M | 1.04% | −201−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,025 | $1.42M | 0.00% | +210+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 19,000 | $1.42M | 0.59% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 18,828 | $1.41M | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 18,318 | $1.37M | 0.01% | +11,973+188.7% | Added |
| HSBC Holdings PLC | 17,986 | $1.34M | 0.00% | +1,717+10.6% | Added |
| Renaissance Technologies LLC | 17,300 | $1.29M | 0.00% | −26,852−60.8% | Reduced |
| First Foundation Advisors | 16,968 | $1.27M | 0.06% | −11,366−40.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,857 | $1.26M | 0.00% | +16,857 | New |
| New York State Common Retirement Fund | 16,862 | $1.26M | 0.00% | −80.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 16,661 | $1.25M | 0.05% | +2,380+16.7% | Added |
| Nisa Investment Advisors, LLC | 16,583 | $1.24M | 0.01% | −1,688−9.2% | Reduced |
| Aviva PLC | 15,991 | $1.20M | 0.01% | −11,739−42.3% | Reduced |
| UBS Group AG | 15,646 | $1.17M | 0.00% | −397−2.5% | Reduced |
| Madison Wealth Management | 15,273 | $1.14M | 0.26% | −820−5.1% | Reduced |
| Rhumbline Advisers | 13,284 | $993.0K | 0.00% | +544+4.3% | Added |
| Community Capital Management, Inc. | 12,650 | $946.0K | 1.23% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 12,500 | $934.8K | 0.46% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12,320 | $921.3K | 0.00% | +78+0.6% | Added |
| Royal Bank of Canada | 11,027 | $825.0K | 0.00% | +7,925+255.5% | Added |
| Globeflex Capital L P | 10,475 | $783.3K | 0.10% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,467 | $782.7K | 0.03% | +10,467 | New |
| JustInvest LLC | 10,091 | $754.6K | 0.03% | +734+7.8% | Added |
| CSS LLC | 10,057 | $752.1K | 0.05% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 9,600 | $717.9K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 9,486 | $709.4K | 0.00% | +77+0.8% | Added |
| Amundi | 7,993 | $653.7K | 0.00% | +954+13.6% | Added |
| Coronation Fund Managers Ltd. | 8,462 | $632.8K | 0.02% | +8,462 | New |
| Ameriprise Financial Inc | 8,415 | $628.0K | 0.00% | +70+0.8% | Added |
| Rafferty Asset Management, LLC | 8,386 | $627.1K | 0.01% | +1,018+13.8% | Added |
| Engineers Gate Manager LP | 8,332 | $623.1K | 0.04% | −7,399−47.0% | Reduced |
| Allianz Asset Management GmbH | 7,931 | $593.1K | 0.00% | +7,393+1,374.2% | Added |
| Citigroup Inc | 7,902 | $590.9K | 0.00% | −2,014−20.3% | Reduced |