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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, Q3 2023

Institutional positions in Lennar Corp as of Sep 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
226
+5 vs. Q2 2023
Shares held
9.62M
−604.8K (−5.9%) vs. Q2 2023
Total value
$984.2M
−$171.1M (−14.8%) vs. Q2 2023
New holders
26
61 more added
Sold out
21
63 more reduced

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 226 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 heldQ3 2023: $984.2M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q2 2023.

Institutions holding LEN.B in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc1,714,482$175.3M0.00%+1,061+0.1%Added
Gabelli Funds LLC1,347,686$137.8M1.12%−50,560−3.6%Reduced
Gamco Investors, Inc. Et Al611,005$62.5M0.72%−26,219−4.1%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates569,024$58.2M0.75%−4,270−0.7%Reduced
BlackRock Inc.415,808$42.5M0.00%−35,744−7.9%Reduced
Norges Bank255,963$26.2M0.01%−45,996−15.2%Reduced
Dimensional Fund Advisors LP227,141$23.2M0.01%−4,280−1.8%Reduced
683 Capital Management, LLC225,000$23.0M2.33%−25,744−10.3%Reduced
Morgan Stanley211,020$21.6M0.00%+15,118+7.7%Added
Third Avenue Management LLC205,872$21.5M3.60%−7,496−3.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund204,680$20.9M0.10%−2,450−1.2%Reduced
Arrowstreet Capital, Limited Partnership185,688$19.0M0.02%+2,524+1.4%Added
Goldman Sachs Group Inc168,528$17.2M0.00%−42,025−20.0%Reduced
Neuberger Berman Group LLC162,299$16.6M0.02%−1,315−0.8%Reduced
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway152,572$15.6M0.00%00.0%Unchanged
Millennium Management LLC142,465$14.6M0.02%−153−0.1%Reduced
Montgomery Investment Management Inc121,456$12.4M4.28%+1,626+1.4%Added
Torray LLC109,629$11.2M1.98%00.0%Unchanged
GoodHaven Capital Management, LLC103,656$10.6M5.56%+2,352+2.3%Added
Geode Capital Management, LLC102,770$10.5M0.00%−6,384−5.8%Reduced
Sib LLC102,692$10.5M6.22%00.0%Unchanged
Legal & General Group Plc98,183$10.0M0.00%+2,137+2.2%Added
Aristotle Capital Management, LLC88,369$9.03M0.02%−115−0.1%Reduced
Gabelli & Co Investment Advisers, Inc.88,304$9.03M1.47%00.0%Unchanged
Maltese Capital Management LLC83,800$8.57M3.26%−74,400−47.0%Reduced
QRG Capital Management, Inc.81,565$8.34M0.14%+81,565New
ACR Alpine Capital Research, LLC72,322$7.39M0.29%−9,859−12.0%Reduced
JPMorgan Chase & Co71,682$7.33M0.00%−6,460−8.3%Reduced
Mercer Global Advisors Inc68,459$7.00M0.03%+12,619+22.6%Added
Principal Financial Group Inc67,818$6.93M0.00%−488−0.7%Reduced
State Street Corp63,461$6.49M0.00%−3,602−5.4%Reduced
Handelsbanken Fonder AB59,051$6.04M0.03%−939−1.6%Reduced
FMR LLC51,931$5.31M0.00%+351+0.7%Added
Northern Trust Corp49,540$5.06M0.00%+7,564+18.0%Added
First Manhattan Co48,927$5.00M0.02%−125−0.3%Reduced
SEI Investments Co47,735$4.88M0.01%+2,335+5.1%Added
Red Door Wealth Management, LLC46,018$4.70M1.18%+3,586+8.5%Added
State of Alaska, Department of Revenue34,499$3.53M0.04%00.0%Unchanged
Los Angeles Capital Management LLC34,287$3.51M0.01%+10,810+46.0%Added
HRT Financial LP34,033$3.48M0.03%+27,407+413.6%Added
Bank of New York Mellon Corp32,676$3.34M0.00%−5,141−13.6%Reduced
Invesco Ltd.31,835$3.25M0.00%+21,308+202.4%Added
Bank of America Corp31,612$3.23M0.00%+1,317+4.3%Added
Mraz, Amerine & Associates, Inc.31,499$3.22M0.73%+1,132+3.7%Added
Nuveen Asset Management, LLC30,944$3.16M0.00%−9,828−24.1%Reduced
Russell Investments Group, Ltd.29,390$3.00M0.01%+1,342+4.8%Added
USS Investment Management Ltd28,213$2.88M0.03%+1,323+4.9%Added
AE Wealth Management LLC27,924$2.85M0.02%−3,652−11.6%Reduced
Envestnet Asset Management Inc25,382$2.59M0.00%−62,515−71.1%Reduced
Carmel Capital Partners, LLC25,018$2.56M1.15%00.0%Unchanged
Wells Fargo & Company24,628$2.52M0.00%−619−2.5%Reduced
Landscape Capital Management, L.L.C.22,737$2.32M0.31%−13,896−37.9%Reduced
Citadel Advisors LLC22,367$2.29M0.00%+20,443+1,062.5%Added
STRS Ohio22,371$2.29M0.01%+1,220+5.8%Added
Aviva PLC21,426$2.19M0.01%−8,820−29.2%Reduced
HSBC Holdings PLC21,416$2.19M0.00%+525+2.5%Added
Capital World Investors21,169$2.16M0.00%00.0%Unchanged
Carnegie Capital Asset Management, LLC20,866$2.13M0.08%+235+1.1%Added
Malaga Cove Capital, LLC19,948$2.04M0.94%−298−1.5%Reduced
State Board of Administration of Florida Retirement System19,862$2.03M0.00%+30+0.2%Added
Treasurer of the State of North Carolina18,991$1.94M0.01%+1,684+9.7%Added
Illinois Municipal Retirement Fund18,828$1.93M0.04%00.0%Unchanged
UBS Group AG16,855$1.72M0.00%+4,129+32.4%Added
Ethic Inc.16,807$1.72M0.06%+2,454+17.1%Added
UBS Asset Management Americas Inc16,702$1.71M0.00%+1,612+10.7%Added
Madison Wealth Management15,978$1.63M0.34%−80−0.5%Reduced
Byrne Asset Management LLC15,888$1.62M1.35%+937+6.3%Added
D. E. Shaw & Co., Inc.15,861$1.62M0.00%+15,861New
Putnam Investments LLC14,710$1.50M0.00%+14,710New
Abn Amro Investment Solutions13,800$1.41M0.03%00.0%Unchanged
Renaissance Technologies LLC13,600$1.39M0.00%−3,400−20.0%Reduced
Community Capital Management, Inc.12,650$1.29M2.06%00.0%Unchanged
Patient Capital Management, LLC12,500$1.28M0.07%00.0%Unchanged
New York State Common Retirement Fund12,314$1.26M0.00%−2,040−14.2%Reduced
Rhumbline Advisers12,218$1.25M0.00%−261−2.1%Reduced
Occudo Quantitative Strategies LP11,309$1.16M0.15%+2,798+32.9%Added
Allianz Asset Management GmbH10,997$1.12M0.00%+10,315+1,512.5%Added
JustInvest LLC10,828$1.11M0.03%+500+4.8%Added
Barclays PLC10,246$1.05M0.00%−60,087−85.4%Reduced
Franklin Resources Inc9,937$1.02M0.00%−402−3.9%Reduced
American Century Companies Inc9,896$1.01M0.00%+2,803+39.5%Added
Supplemental Annuity Collective Trust of NJ9,000$920.1K0.35%00.0%Unchanged
Jane Street Group, LLC8,905$910.4K0.00%+1,152+14.9%Added
Prudential Financial Inc8,682$887.6K0.00%+4,371+101.4%Added
Ameriprise Financial Inc8,498$868.8K0.00%+72+0.9%Added
Nisa Investment Advisors, LLC8,422$861.0K0.01%−5,300−38.6%Reduced
Pinebridge Investments, L.P.8,325$851.1K0.01%+8,325New
Marshall Wace, LLP8,075$825.5K0.00%+8,075New
Bank of Nova Scotia8,000$817.8K0.00%−121,500−93.8%Reduced
Dark Forest Capital Management LP8,000$817.8K0.07%00.0%Unchanged
Rafferty Asset Management, LLC7,842$801.7K0.00%−592−7.0%Reduced
Squarepoint Ops LLC7,787$796.1K0.00%+7,787New
Arbiter Partners Capital Management LLC7,687$785.8K1.41%00.0%Unchanged
Vestcor Inc7,329$749.0K0.03%+7,329New
Beacon Pointe Advisors, LLC6,771$692.2K0.01%+275+4.2%Added
Public Employees Retirement System of Ohio6,708$686.0K0.00%−738−9.9%Reduced
Blair William & Co6,033$616.8K0.00%+15+0.2%Added
Great West Life Assurance Co5,983$612.0K0.00%00.0%Unchanged
Creative Planning5,647$577.3K0.00%00.0%Unchanged
Globeflex Capital L P5,635$576.1K0.07%+800+16.5%Added