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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 29,528 | $3.96M | 0.01% | +138+0.5% | Added |
| Nuveen Asset Management, LLC | 30,315 | $4.06M | 0.00% | −629−2.0% | Reduced |
| Invesco Ltd. | 30,486 | $4.09M | 0.00% | −1,349−4.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 31,059 | $4.16M | 0.87% | −440−1.4% | Reduced |
| Los Angeles Capital Management LLC | 34,487 | $4.62M | 0.02% | +200+0.6% | Added |
| State of Alaska, Department of Revenue | 34,499 | $4.62M | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 39,405 | $5.28M | 0.02% | −9,522−19.5% | Reduced |
| Bank of New York Mellon Corp | 43,640 | $5.85M | 0.00% | +10,964+33.6% | Added |
| Bank of America Corp | 45,914 | $6.15M | 0.00% | +14,302+45.2% | Added |
| Red Door Wealth Management, LLC | 48,497 | $6.50M | 1.41% | +2,479+5.4% | Added |
| Handelsbanken Fonder AB | 49,973 | $6.70M | 0.03% | −9,078−15.4% | Reduced |
| SEI Investments Co | 50,445 | $6.76M | 0.01% | +2,710+5.7% | Added |
| Northern Trust Corp | 51,680 | $6.93M | 0.00% | +2,140+4.3% | Added |
| Millennium Management LLC | 60,058 | $8.05M | 0.01% | −82,407−57.8% | Reduced |
| FMR LLC | 60,964 | $8.17M | 0.00% | +9,033+17.4% | Added |
| JPMorgan Chase & Co | 64,994 | $8.71M | 0.00% | −6,688−9.3% | Reduced |
| State Street Corp | 66,186 | $8.87M | 0.00% | +2,725+4.3% | Added |
| Principal Financial Group Inc | 69,015 | $9.25M | 0.01% | +1,197+1.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 69,254 | $9.28M | 1.74% | −19,050−21.6% | Reduced |
| Mercer Global Advisors Inc | 72,008 | $9.65M | 0.03% | +3,549+5.2% | Added |
| ACR Alpine Capital Research, LLC | 72,758 | $9.75M | 0.33% | +436+0.6% | Added |
| Maltese Capital Management LLC | 79,198 | $10.6M | 2.99% | −4,602−5.5% | Reduced |
| Aristotle Capital Management, LLC | 84,628 | $11.3M | 0.02% | −3,741−4.2% | Reduced |
| QRG Capital Management, Inc. | 86,845 | $11.6M | 0.17% | +5,280+6.5% | Added |
| Legal & General Group Plc | 89,983 | $12.1M | 0.00% | −8,200−8.4% | Reduced |
| NFC Investments, LLC | 93,013 | $12.5M | 3.86% | +93,013 | New |
| Geode Capital Management, LLC | 94,476 | $12.7M | 0.00% | −8,294−8.1% | Reduced |
| Sib LLC | 102,692 | $13.8M | 7.02% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 102,906 | $13.8M | 5.98% | −750−0.7% | Reduced |
| Torray LLC | 109,629 | $14.7M | 2.38% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 121,406 | $16.3M | 5.00% | −500.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 145,943 | $19.6M | 0.02% | −39,745−21.4% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 152,572 | $20.5M | 0.01% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 155,000 | $20.8M | 2.08% | −70,000−31.1% | Reduced |
| Neuberger Berman Group LLC | 158,314 | $21.2M | 0.02% | −3,985−2.5% | Reduced |
| Goldman Sachs Group Inc | 163,974 | $22.0M | 0.00% | −4,554−2.7% | Reduced |
| Third Avenue Management LLC | 173,710 | $23.3M | 3.82% | −32,162−15.6% | Reduced |
| Morgan Stanley | 192,355 | $25.8M | 0.00% | −18,665−8.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 204,680 | $27.4M | 0.10% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 207,951 | $27.9M | 0.01% | −19,190−8.4% | Reduced |
| Norges Bank | 256,779 | $34.4M | 0.01% | +816+0.3% | Added |
| BlackRock Inc. | 409,163 | $54.8M | 0.00% | −6,645−1.6% | Reduced |
| Gamco Investors, Inc. Et Al | 537,399 | $72.0M | 0.77% | −73,606−12.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 569,409 | $76.3M | 0.81% | +385+0.1% | Added |
| Gabelli Funds LLC | 1,295,791 | $173.7M | 1.34% | −51,895−3.9% | Reduced |
| Vanguard Group Inc | 1,707,934 | $228.9M | 0.01% | −6,548−0.4% | Reduced |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −27,924−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,075−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Miller Investment Management, LP | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Madison Wealth Management | – | – | – | – | Not filed |
| Community Capital Management, Inc. | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |