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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 81,565 | $8.34M | 0.14% | +81,565 | New |
| Maltese Capital Management LLC | 83,800 | $8.57M | 3.26% | −74,400−47.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 88,304 | $9.03M | 1.47% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 88,369 | $9.03M | 0.02% | −115−0.1% | Reduced |
| Legal & General Group Plc | 98,183 | $10.0M | 0.00% | +2,137+2.2% | Added |
| Sib LLC | 102,692 | $10.5M | 6.22% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 102,770 | $10.5M | 0.00% | −6,384−5.8% | Reduced |
| GoodHaven Capital Management, LLC | 103,656 | $10.6M | 5.56% | +2,352+2.3% | Added |
| Torray LLC | 109,629 | $11.2M | 1.98% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 121,456 | $12.4M | 4.28% | +1,626+1.4% | Added |
| Millennium Management LLC | 142,465 | $14.6M | 0.02% | −153−0.1% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 152,572 | $15.6M | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 162,299 | $16.6M | 0.02% | −1,315−0.8% | Reduced |
| Goldman Sachs Group Inc | 168,528 | $17.2M | 0.00% | −42,025−20.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 185,688 | $19.0M | 0.02% | +2,524+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 204,680 | $20.9M | 0.10% | −2,450−1.2% | Reduced |
| Third Avenue Management LLC | 205,872 | $21.5M | 3.60% | −7,496−3.5% | Reduced |
| Morgan Stanley | 211,020 | $21.6M | 0.00% | +15,118+7.7% | Added |
| 683 Capital Management, LLC | 225,000 | $23.0M | 2.33% | −25,744−10.3% | Reduced |
| Dimensional Fund Advisors LP | 227,141 | $23.2M | 0.01% | −4,280−1.8% | Reduced |
| Norges Bank | 255,963 | $26.2M | 0.01% | −45,996−15.2% | Reduced |
| BlackRock Inc. | 415,808 | $42.5M | 0.00% | −35,744−7.9% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 569,024 | $58.2M | 0.75% | −4,270−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 611,005 | $62.5M | 0.72% | −26,219−4.1% | Reduced |
| Gabelli Funds LLC | 1,347,686 | $137.8M | 1.12% | −50,560−3.6% | Reduced |
| Vanguard Group Inc | 1,714,482 | $175.3M | 0.00% | +1,061+0.1% | Added |
| Eminence Capital, LP | 0 | $0 | 0.00% | −119,057−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −47,973−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −20,430−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −9,118−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −7,933−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| NFC Investments, LLC | – | – | – | – | Not filed |
| Cowen Prime Advisors LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |