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 |
|---|---|---|---|---|---|
| Arbiter Partners Capital Management LLC | 95,120 | $7.11M | 8.47% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 101,634 | $7.60M | 5.11% | +3,200+3.3% | Added |
| Sib LLC | 102,692 | $7.68M | 5.44% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 108,326 | $8.10M | 0.02% | −8,128−7.0% | Reduced |
| Torray LLC | 109,629 | $8.20M | 1.48% | +109,629 | New |
| RWC Asset Management LLP | 112,884 | $8.44M | 0.27% | −1,264−1.1% | Reduced |
| ACR Alpine Capital Research, LLC | 113,207 | $8.47M | 0.38% | −2,894−2.5% | Reduced |
| Geode Capital Management, LLC | 114,276 | $8.54M | 0.00% | +5,077+4.6% | Added |
| Montgomery Investment Management Inc | 119,915 | $8.97M | 3.18% | +558+0.5% | Added |
| Eminence Capital, LP | 127,171 | $9.51M | 0.18% | −823−0.6% | Reduced |
| Bank of Nova Scotia | 148,500 | $11.1M | 0.03% | −1,500−1.0% | Reduced |
| Neuberger Berman Group LLC | 171,629 | $12.8M | 0.01% | −741−0.4% | Reduced |
| Morgan Stanley | 196,906 | $14.7M | 0.00% | +7,541+4.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 210,077 | $15.7M | 0.08% | −21,510−9.3% | Reduced |
| Maltese Capital Management LLC | 215,000 | $16.1M | 4.47% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 232,039 | $17.4M | 0.01% | −1,025−0.4% | Reduced |
| 683 Capital Management, LLC | 299,400 | $22.4M | 2.02% | +222,500+289.3% | Added |
| Third Avenue Management LLC | 328,008 | $24.5M | 4.27% | −65,463−16.6% | Reduced |
| Norges Bank | 456,219 | $34.1M | 0.01% | −64,385−12.4% | Reduced |
| BlackRock Inc. | 458,450 | $34.3M | 0.00% | +17,334+3.9% | Added |
| Goldman Sachs Group Inc | 483,019 | $36.1M | 0.01% | +6,690+1.4% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 579,464 | $43.3M | 0.77% | +9,347+1.6% | Added |
| Gamco Investors, Inc. Et Al | 681,898 | $51.0M | 0.55% | −19,328−2.8% | Reduced |
| Gabelli Funds LLC | 1,454,646 | $108.8M | 0.85% | −3,700−0.3% | Reduced |
| Vanguard Group Inc | 1,726,210 | $129.1M | 0.00% | −1,045−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2 | – | – | 00.0% | Unchanged |
| Maven Securities LTD | 0 | $0 | 0.00% | −46,317−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −40,946−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −37,307−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −21,270−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −18,247−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −15,253−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −12,638−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,048−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −4,506−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |