Lennar Corp
LEN.B- Exchange
- NYSE
- Industry
- General Bldg Contractors - Residential Bldgs
- SEC CIK
- 0000920760
In the last 90 days, Lennar Corp insiders filed 3 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, Q2 2023
Institutional positions in Lennar Corp as of Jun 30, 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
- 224
- +4 vs. Q1 2023
- Shares held
- 10.3M
- −2.48M (−19.4%) vs. Q1 2023
- Total value
- $1.17B
- +$210.8M (+22.1%) vs. Q1 2023
- New holders
- 24
- 52 more added
- Sold out
- 20
- 77 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GoodHaven Capital Management, LLC | 101,304 | $11.4M | 6.86% | −300−0.3% | Reduced |
| Sib LLC | 102,692 | $11.6M | 6.59% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 109,154 | $12.3M | 0.00% | −10,053−8.4% | Reduced |
| Torray LLC | 109,629 | $12.4M | 2.14% | 00.0% | Unchanged |
| Eminence Capital, LP | 119,057 | $13.5M | 0.24% | −9,351−7.3% | Reduced |
| Montgomery Investment Management Inc | 119,830 | $13.5M | 4.55% | +150.0% | Added |
| Bank of Nova Scotia | 129,500 | $14.6M | 0.04% | +2,000+1.6% | Added |
| Millennium Management LLC | 142,618 | $16.1M | 0.02% | +125,045+711.6% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 152,572 | $17.2M | 0.00% | +152,572 | New |
| Maltese Capital Management LLC | 158,200 | $17.9M | 6.18% | −21,400−11.9% | Reduced |
| Neuberger Berman Group LLC | 163,614 | $18.5M | 0.02% | −2,026−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 183,164 | $20.7M | 0.03% | +55,741+43.7% | Added |
| Morgan Stanley | 195,902 | $22.1M | 0.00% | −297−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 207,130 | $23.4M | 0.10% | −3,189−1.5% | Reduced |
| Goldman Sachs Group Inc | 210,553 | $23.8M | 0.01% | −33,240−13.6% | Reduced |
| Third Avenue Management LLC | 213,368 | $24.1M | 3.98% | −60,100−22.0% | Reduced |
| Dimensional Fund Advisors LP | 231,421 | $26.1M | 0.01% | +534+0.2% | Added |
| 683 Capital Management, LLC | 250,744 | $28.3M | 2.75% | −48,656−16.3% | Reduced |
| Norges Bank | 301,959 | $34.1M | 0.01% | −50,257−14.3% | Reduced |
| BlackRock Inc. | 451,552 | $51.0M | 0.00% | +6,218+1.4% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 573,294 | $64.8M | 0.86% | −3,875−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 637,224 | $72.0M | 0.76% | −23,202−3.5% | Reduced |
| Gabelli Funds LLC | 1,398,246 | $158.0M | 1.20% | −49,600−3.4% | Reduced |
| Vanguard Group Inc | 1,713,421 | $193.6M | 0.00% | −13,854−0.8% | Reduced |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −93,811−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,981−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −29,498−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −18,697−100.0% | Sold out |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −14,344−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,862−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,233−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |