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 2023
Institutional positions in Lennar Corp as of Mar 31, 2023. 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
- 221
- −3 vs. Q4 2022
- Shares held
- 12.8M
- +1.31M (+11.4%) vs. Q4 2022
- Total value
- $955.0M
- +$98.9M (+11.6%) vs. Q4 2022
- New holders
- 24
- 58 more added
- Sold out
- 27
- 71 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,727,275 | $154.3M | 0.00% | +1,065+0.1% | Added |
| Gabelli Funds LLC | 1,447,846 | $129.3M | 0.98% | −6,800−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 660,426 | $59.0M | 0.63% | −21,472−3.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 577,169 | $51.5M | 0.80% | −2,295−0.4% | Reduced |
| BlackRock Inc. | 445,334 | $39.8M | 0.00% | −13,116−2.9% | Reduced |
| Norges Bank | 352,216 | $31.5M | 0.01% | −104,003−22.8% | Reduced |
| 683 Capital Management, LLC | 299,400 | $26.7M | 2.39% | 00.0% | Unchanged |
| Third Avenue Management LLC | 273,468 | $24.4M | 4.17% | −54,540−16.6% | Reduced |
| Goldman Sachs Group Inc | 243,793 | $21.8M | 0.01% | −239,226−49.5% | Reduced |
| Dimensional Fund Advisors LP | 230,887 | $20.6M | 0.01% | −1,152−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 210,319 | $18.8M | 0.11% | +242+0.1% | Added |
| Morgan Stanley | 196,199 | $17.5M | 0.00% | −707−0.4% | Reduced |
| Maltese Capital Management LLC | 179,600 | $16.0M | 6.05% | −35,400−16.5% | Reduced |
| Neuberger Berman Group LLC | 165,640 | $14.8M | 0.01% | −5,989−3.5% | Reduced |
| Eminence Capital, LP | 128,408 | $11.5M | 0.19% | +1,237+1.0% | Added |
| Bank of Nova Scotia | 127,500 | $11.4M | 0.03% | −21,000−14.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 127,423 | $11.4M | 0.01% | +110,566+655.9% | Added |
| Montgomery Investment Management Inc | 119,815 | $10.7M | 3.78% | −100−0.1% | Reduced |
| Geode Capital Management, LLC | 119,207 | $10.6M | 0.00% | +4,931+4.3% | Added |
| Bank of America Corp | 113,718 | $10.2M | 0.00% | +79,672+234.0% | Added |
| Torray LLC | 109,629 | $9.79M | 1.76% | 00.0% | Unchanged |
| Legal & General Group Plc | 106,610 | $9.52M | 0.00% | +22,338+26.5% | Added |
| RWC Asset Management LLP | 105,459 | $9.42M | 0.29% | −7,425−6.6% | Reduced |
| Sib LLC | 102,692 | $9.17M | 5.69% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 101,604 | $9.07M | 5.84% | −300.0% | Reduced |
| ACR Alpine Capital Research, LLC | 98,073 | $8.76M | 0.36% | −15,134−13.4% | Reduced |
| Lazard Asset Management LLC | 93,811 | $8.38M | 0.01% | +52,491+127.0% | Added |
| Aristotle Capital Management, LLC | 92,504 | $8.26M | 0.02% | −15,822−14.6% | Reduced |
| NFC Investments, LLC | 91,813 | $8.12M | 3.02% | +2,642+3.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 85,326 | $7.62M | 1.46% | −4,800−5.3% | Reduced |
| Susquehanna International Group, LLP | 85,165 | $7.61M | 0.01% | +12,849+17.8% | Added |
| State Street Corp | 70,139 | $6.26M | 0.00% | −1,432−2.0% | Reduced |
| Principal Financial Group Inc | 68,804 | $6.14M | 0.00% | +5,062+7.9% | Added |
| JPMorgan Chase & Co | 66,837 | $5.97M | 0.00% | +2,426+3.8% | Added |
| Landscape Capital Management, L.L.C. | 62,900 | $5.62M | 0.76% | −9,559−13.2% | Reduced |
| Barclays PLC | 61,263 | $5.47M | 0.01% | +11,225+22.4% | Added |
| Envestnet Asset Management Inc | 2,168,430 | $5.18M | 0.00% | +2,093,857+2,807.8% | Added |
| First Manhattan Co | 54,637 | $4.88M | 0.02% | +9,100+20.0% | Added |
| FMR LLC | 51,919 | $4.64M | 0.00% | −7,566−12.7% | Reduced |
| Mercer Global Advisors Inc | 49,532 | $4.42M | 0.02% | +3,809+8.3% | Added |
| Northern Trust Corp | 45,545 | $4.07M | 0.00% | −11,629−20.3% | Reduced |
| SEI Investments Co | 44,671 | $3.99M | 0.01% | +5,307+13.5% | Added |
| Bank of New York Mellon Corp | 39,440 | $3.52M | 0.00% | +2,232+6.0% | Added |
| Handelsbanken Fonder AB | 39,322 | $3.51M | 0.02% | +910+2.4% | Added |
| Nuveen Asset Management, LLC | 38,792 | $3.46M | 0.00% | +2,399+6.6% | Added |
| Red Door Wealth Management, LLC | 38,666 | $3.45M | 1.08% | +751+2.0% | Added |
| Aviva PLC | 38,566 | $3.44M | 0.02% | +22,575+141.2% | Added |
| HSBC Holdings PLC | 38,063 | $3.38M | 0.00% | +20,077+111.6% | Added |
| Jefferies Financial Group Inc. | 36,279 | $3.24M | 0.07% | −33,645−48.1% | Reduced |
| Qube Research & Technologies Ltd | 35,981 | $3.21M | 0.02% | +3,107+9.5% | Added |
| State of Alaska, Department of Revenue | 34,499 | $3.08M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 33,776 | $3.02M | 0.02% | +17,193+103.7% | Added |
| National Bank of Canada | 31,113 | $2.78M | 0.01% | −2,625−7.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,365 | $2.71M | 0.67% | −541−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 29,498 | $2.63M | 0.07% | +29,498 | New |
| USS Investment Management Ltd | 26,890 | $2.40M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 25,190 | $2.25M | 0.01% | +2,924+13.1% | Added |
| Wells Fargo & Company | 24,782 | $2.21M | 0.00% | +889+3.7% | Added |
| Carmel Capital Partners, LLC | 23,152 | $2.07M | 1.22% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 22,906 | $2.05M | 2.60% | −72,214−75.9% | Reduced |
| Capital World Investors | 21,169 | $1.89M | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 20,581 | $1.84M | 0.07% | +3,920+23.5% | Added |
| Malaga Cove Capital, LLC | 20,291 | $1.81M | 0.90% | −11−0.1% | Reduced |
| Los Angeles Capital Management LLC | 19,702 | $1.76M | 0.01% | +7,382+59.9% | Added |
| State Board of Administration of Florida Retirement System | 19,025 | $1.70M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 18,828 | $1.68M | 0.04% | 00.0% | Unchanged |
| UBS Oconnor LLC | 18,697 | $1.67M | 0.04% | +18,697 | New |
| Treasurer of the State of North Carolina | 17,763 | $1.59M | 0.01% | −555−3.0% | Reduced |
| Byrne Asset Management LLC | 17,619 | $1.57M | 1.12% | −1,535−8.0% | Reduced |
| Millennium Management LLC | 17,573 | $1.57M | 0.00% | −75,290−81.1% | Reduced |
| New York State Common Retirement Fund | 16,862 | $1.51M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 16,700 | $1.49M | 0.00% | −600−3.5% | Reduced |
| Madison Wealth Management | 16,058 | $1.43M | 0.31% | +785+5.1% | Added |
| UBS Asset Management Americas Inc | 15,090 | $1.35M | 0.00% | +15,090 | New |
| Kempner Capital Management Inc. | 14,344 | $1.28M | 0.75% | −43,366−75.1% | Reduced |
| UBS Group AG | 13,853 | $1.24M | 0.00% | −1,793−11.5% | Reduced |
| Abn Amro Investment Solutions | 13,800 | $1.23M | 0.03% | +13,800 | New |
| Rhumbline Advisers | 13,034 | $1.16M | 0.00% | −250−1.9% | Reduced |
| Community Capital Management, Inc. | 12,650 | $1.13M | 1.49% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 12,500 | $1.12M | 0.50% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,281 | $1.01M | 0.00% | +10,965+3,469.9% | Added |
| Invesco Ltd. | 10,749 | $960.0K | 0.00% | −9,080−45.8% | Reduced |
| JustInvest LLC | 10,136 | $905.3K | 0.03% | +45+0.4% | Added |
| CSS LLC | 10,057 | $898.2K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,862 | $880.8K | 0.04% | +1,530+18.4% | Added |
| Ethic Inc. | 9,489 | $847.4K | 0.03% | +2,882+43.6% | Added |
| Citigroup Inc | 9,431 | $842.3K | 0.00% | +1,529+19.3% | Added |
| Charles Schwab Investment Management Inc | 9,229 | $824.2K | 0.00% | −257−2.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 9,000 | $803.8K | 0.31% | −10,000−52.6% | Reduced |
| Occudo Quantitative Strategies LP | 8,683 | $775.5K | 0.07% | +8,683 | New |
| Rafferty Asset Management, LLC | 8,571 | $765.5K | 0.01% | +185+2.2% | Added |
| Ameriprise Financial Inc | 8,478 | $757.2K | 0.00% | +63+0.7% | Added |
| Dark Forest Capital Management LP | 8,000 | $714.5K | 0.17% | +8,000 | New |
| Coronation Fund Managers Ltd. | 7,837 | $699.9K | 0.02% | −625−7.4% | Reduced |
| Beacon Pointe Advisors, LLC | 7,577 | $676.7K | 0.01% | +122+1.6% | Added |
| Public Employees Retirement System of Ohio | 7,357 | $657.0K | 0.00% | −229−3.0% | Reduced |
| Amundi | 7,414 | $654.1K | 0.00% | −579−7.2% | Reduced |
| First Foundation Advisors | 6,828 | $609.8K | 0.03% | −10,140−59.8% | Reduced |
| Graham Capital Management, L.P. | 6,233 | $556.7K | 0.02% | −4,234−40.5% | Reduced |
| Jump Financial, LLC | 6,000 | $535.9K | 0.02% | +6,000 | New |