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 2023
Institutional positions in Lennar Corp as of Dec 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
- 246
- +25 vs. Q3 2023
- Shares held
- 9.15M
- −443.6K (−4.6%) vs. Q3 2023
- Total value
- $1.23B
- +$245.3M (+25.0%) vs. Q3 2023
- New holders
- 48
- 50 more added
- Sold out
- 23
- 80 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,707,934 | $228.9M | 0.01% | −6,548−0.4% | Reduced |
| Gabelli Funds LLC | 1,295,791 | $173.7M | 1.34% | −51,895−3.9% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 569,409 | $76.3M | 0.81% | +385+0.1% | Added |
| Gamco Investors, Inc. Et Al | 537,399 | $72.0M | 0.77% | −73,606−12.0% | Reduced |
| BlackRock Inc. | 409,163 | $54.8M | 0.00% | −6,645−1.6% | Reduced |
| Norges Bank | 256,779 | $34.4M | 0.01% | +816+0.3% | Added |
| Dimensional Fund Advisors LP | 207,951 | $27.9M | 0.01% | −19,190−8.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 204,680 | $27.4M | 0.10% | 00.0% | Unchanged |
| Morgan Stanley | 192,355 | $25.8M | 0.00% | −18,665−8.8% | Reduced |
| Third Avenue Management LLC | 173,710 | $23.3M | 3.82% | −32,162−15.6% | Reduced |
| Goldman Sachs Group Inc | 163,974 | $22.0M | 0.00% | −4,554−2.7% | Reduced |
| Neuberger Berman Group LLC | 158,314 | $21.2M | 0.02% | −3,985−2.5% | Reduced |
| 683 Capital Management, LLC | 155,000 | $20.8M | 2.08% | −70,000−31.1% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 152,572 | $20.5M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 145,943 | $19.6M | 0.02% | −39,745−21.4% | Reduced |
| Montgomery Investment Management Inc | 121,406 | $16.3M | 5.00% | −500.0% | Reduced |
| Torray LLC | 109,629 | $14.7M | 2.38% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 102,906 | $13.8M | 5.98% | −750−0.7% | Reduced |
| Sib LLC | 102,692 | $13.8M | 7.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 94,476 | $12.7M | 0.00% | −8,294−8.1% | Reduced |
| NFC Investments, LLC | 93,013 | $12.5M | 3.86% | +93,013 | New |
| Legal & General Group Plc | 89,983 | $12.1M | 0.00% | −8,200−8.4% | Reduced |
| QRG Capital Management, Inc. | 86,845 | $11.6M | 0.17% | +5,280+6.5% | Added |
| Aristotle Capital Management, LLC | 84,628 | $11.3M | 0.02% | −3,741−4.2% | Reduced |
| Maltese Capital Management LLC | 79,198 | $10.6M | 2.99% | −4,602−5.5% | Reduced |
| ACR Alpine Capital Research, LLC | 72,758 | $9.75M | 0.33% | +436+0.6% | Added |
| Mercer Global Advisors Inc | 72,008 | $9.65M | 0.03% | +3,549+5.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 69,254 | $9.28M | 1.74% | −19,050−21.6% | Reduced |
| Principal Financial Group Inc | 69,015 | $9.25M | 0.01% | +1,197+1.8% | Added |
| State Street Corp | 66,186 | $8.87M | 0.00% | +2,725+4.3% | Added |
| JPMorgan Chase & Co | 64,994 | $8.71M | 0.00% | −6,688−9.3% | Reduced |
| FMR LLC | 60,964 | $8.17M | 0.00% | +9,033+17.4% | Added |
| Millennium Management LLC | 60,058 | $8.05M | 0.01% | −82,407−57.8% | Reduced |
| Northern Trust Corp | 51,680 | $6.93M | 0.00% | +2,140+4.3% | Added |
| SEI Investments Co | 50,445 | $6.76M | 0.01% | +2,710+5.7% | Added |
| Handelsbanken Fonder AB | 49,973 | $6.70M | 0.03% | −9,078−15.4% | Reduced |
| Red Door Wealth Management, LLC | 48,497 | $6.50M | 1.41% | +2,479+5.4% | Added |
| Bank of America Corp | 45,914 | $6.15M | 0.00% | +14,302+45.2% | Added |
| Bank of New York Mellon Corp | 43,640 | $5.85M | 0.00% | +10,964+33.6% | Added |
| First Manhattan Co | 39,405 | $5.28M | 0.02% | −9,522−19.5% | Reduced |
| State of Alaska, Department of Revenue | 34,499 | $4.62M | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 34,487 | $4.62M | 0.02% | +200+0.6% | Added |
| Mraz, Amerine & Associates, Inc. | 31,059 | $4.16M | 0.87% | −440−1.4% | Reduced |
| Invesco Ltd. | 30,486 | $4.09M | 0.00% | −1,349−4.2% | Reduced |
| Nuveen Asset Management, LLC | 30,315 | $4.06M | 0.00% | −629−2.0% | Reduced |
| Russell Investments Group, Ltd. | 29,528 | $3.96M | 0.01% | +138+0.5% | Added |
| USS Investment Management Ltd | 28,213 | $3.79M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,874 | $3.60M | 0.00% | +1,492+5.9% | Added |
| Carmel Capital Partners, LLC | 25,018 | $3.35M | 1.71% | 00.0% | Unchanged |
| Wells Fargo & Company | 23,725 | $3.18M | 0.00% | −903−3.7% | Reduced |
| Capital World Investors | 21,169 | $2.84M | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,051 | $2.82M | 0.10% | +185+0.9% | Added |
| Landscape Capital Management, L.L.C. | 20,557 | $2.76M | 0.25% | −2,180−9.6% | Reduced |
| State Board of Administration of Florida Retirement System | 19,959 | $2.68M | 0.01% | +97+0.5% | Added |
| Malaga Cove Capital, LLC | 19,919 | $2.67M | 1.13% | −29−0.1% | Reduced |
| Treasurer of the State of North Carolina | 18,990 | $2.55M | 0.01% | −10.0% | Reduced |
| Aviva PLC | 18,752 | $2.51M | 0.01% | −2,674−12.5% | Reduced |
| UBS Asset Management Americas Inc | 16,766 | $2.25M | 0.00% | +64+0.4% | Added |
| STRS Ohio | 16,611 | $2.23M | 0.01% | −5,760−25.7% | Reduced |
| Byrne Asset Management LLC | 15,611 | $2.10M | 1.60% | −277−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 15,588 | $2.09M | 0.03% | −3,240−17.2% | Reduced |
| UBS Group AG | 14,675 | $1.97M | 0.00% | −2,180−12.9% | Reduced |
| Abn Amro Investment Solutions | 13,800 | $1.85M | 0.03% | 00.0% | Unchanged |
| Putnam Investments LLC | 12,675 | $1.70M | 0.00% | −2,035−13.8% | Reduced |
| Renaissance Technologies LLC | 12,600 | $1.69M | 0.00% | −1,000−7.4% | Reduced |
| Patient Capital Management, LLC | 12,500 | $1.68M | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,215 | $1.64M | 0.00% | +3,533+40.7% | Added |
| Ethic Inc. | 11,567 | $1.55M | 0.05% | −5,240−31.2% | Reduced |
| Franklin Resources Inc | 10,845 | $1.45M | 0.00% | +908+9.1% | Added |
| Rhumbline Advisers | 10,820 | $1.45M | 0.00% | −1,398−11.4% | Reduced |
| Citadel Advisors LLC | 10,697 | $1.43M | 0.00% | −11,670−52.2% | Reduced |
| JustInvest LLC | 10,514 | $1.41M | 0.04% | −314−2.9% | Reduced |
| New York State Common Retirement Fund | 10,353 | $1.39M | 0.00% | −1,961−15.9% | Reduced |
| American Century Companies Inc | 9,984 | $1.34M | 0.00% | +88+0.9% | Added |
| Barclays PLC | 9,521 | $1.28M | 0.00% | −725−7.1% | Reduced |
| Rafferty Asset Management, LLC | 9,364 | $1.26M | 0.01% | +1,522+19.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 9,000 | $1.21M | 0.42% | 00.0% | Unchanged |
| HRT Financial LP | 8,999 | $1.21M | 0.01% | −25,034−73.6% | Reduced |
| Nisa Investment Advisors, LLC | 8,422 | $1.13M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,271 | $1.11M | 0.00% | −227−2.7% | Reduced |
| Qube Research & Technologies Ltd | 8,237 | $1.10M | 0.00% | +8,237 | New |
| Dark Forest Capital Management LP | 8,000 | $1.07M | 0.16% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 7,687 | $1.03M | 2.08% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,644 | $1.02M | 0.01% | +5,150+206.5% | Added |
| Vestcor Inc | 7,329 | $982.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,893 | $924.0K | 0.00% | +185+2.8% | Added |
| Beacon Pointe Advisors, LLC | 6,694 | $897.3K | 0.01% | −77−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,385 | $855.9K | 0.00% | +3,741+141.5% | Added |
| Blair William & Co | 6,052 | $811.3K | 0.00% | +19+0.3% | Added |
| Great West Life Assurance Co | 6,016 | $801.0K | 0.00% | +33+0.6% | Added |
| Creative Planning | 5,650 | $757.4K | 0.00% | +3+0.1% | Added |
| Globeflex Capital L P | 5,635 | $755.4K | 0.08% | 00.0% | Unchanged |
| Huber Capital Management LLC | 5,560 | $745.3K | 0.19% | 00.0% | Unchanged |
| Citigroup Inc | 5,508 | $738.3K | 0.00% | +2,878+109.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,500 | $737.3K | 0.01% | +5,500 | New |
| Occudo Quantitative Strategies LP | 5,450 | $730.6K | 0.10% | −5,859−51.8% | Reduced |
| D. E. Shaw & Co., Inc. | 5,257 | $704.7K | 0.00% | −10,604−66.9% | Reduced |
| AQR Capital Management LLC | 4,951 | $663.8K | 0.00% | +4,951 | New |
| Atlas Capital Advisors LLC | 4,947 | $663.1K | 0.10% | +209+4.4% | Added |
| Amundi | 4,626 | $620.8K | 0.00% | −191−4.0% | Reduced |