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, Q1 2024
Institutional positions in Lennar Corp as of Mar 31, 2024. 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
- 255
- +10 vs. Q4 2023
- Shares held
- 8.64M
- −500.1K (−5.5%) vs. Q4 2023
- Total value
- $1.33B
- +$104.8M (+8.6%) vs. Q4 2023
- New holders
- 28
- 55 more added
- Sold out
- 18
- 95 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,605,079 | $247.5M | 0.00% | −102,855−6.0% | Reduced |
| Gabelli Funds LLC | 1,256,259 | $193.7M | 1.43% | −39,532−3.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 516,800 | $79.7M | 0.73% | −52,609−9.2% | Reduced |
| Gamco Investors, Inc. Et Al | 516,008 | $79.6M | 0.80% | −21,391−4.0% | Reduced |
| BlackRock Inc. | 423,111 | $65.2M | 0.00% | +13,948+3.4% | Added |
| Norges Bank | 249,313 | $38.4M | 0.01% | −7,466−2.9% | Reduced |
| Dimensional Fund Advisors LP | 197,276 | $30.4M | 0.01% | −10,675−5.1% | Reduced |
| Morgan Stanley | 189,986 | $29.3M | 0.00% | −2,369−1.2% | Reduced |
| Third Avenue Management LLC | 167,294 | $25.8M | 4.12% | −6,416−3.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 164,097 | $25.3M | 0.09% | −40,583−19.8% | Reduced |
| Goldman Sachs Group Inc | 161,633 | $24.9M | 0.01% | −2,341−1.4% | Reduced |
| Neuberger Berman Group LLC | 154,849 | $23.9M | 0.02% | −3,465−2.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 152,572 | $23.5M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 145,545 | $22.4M | 0.02% | −398−0.3% | Reduced |
| 683 Capital Management, LLC | 115,000 | $17.7M | 1.81% | −40,000−25.8% | Reduced |
| Torray LLC | 109,629 | $16.9M | 2.53% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 102,906 | $15.9M | 5.97% | 00.0% | Unchanged |
| Sib LLC | 102,692 | $15.8M | 7.46% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 93,162 | $14.4M | 0.00% | −1,314−1.4% | Reduced |
| NFC Investments, LLC | 92,663 | $14.3M | 4.11% | −350−0.4% | Reduced |
| QRG Capital Management, Inc. | 92,387 | $14.2M | 0.18% | +5,542+6.4% | Added |
| Legal & General Group Plc | 83,130 | $12.8M | 0.00% | −6,853−7.6% | Reduced |
| Aristotle Capital Management, LLC | 78,571 | $12.1M | 0.02% | −6,057−7.2% | Reduced |
| Mercer Global Advisors Inc | 77,573 | $12.0M | 0.03% | +5,565+7.7% | Added |
| Principal Financial Group Inc | 69,749 | $10.8M | 0.01% | +734+1.1% | Added |
| Maltese Capital Management LLC | 66,998 | $10.3M | 1.99% | −12,200−15.4% | Reduced |
| State Street Corp | 63,538 | $9.80M | 0.00% | −2,648−4.0% | Reduced |
| Montgomery Investment Management Inc | 62,927 | $9.70M | 3.70% | −58,479−48.2% | Reduced |
| ACR Alpine Capital Research, LLC | 61,660 | $9.51M | 0.29% | −11,098−15.3% | Reduced |
| FMR LLC | 60,018 | $9.25M | 0.00% | −946−1.6% | Reduced |
| SEI Investments Co | 57,079 | $8.80M | 0.01% | +6,634+13.2% | Added |
| JPMorgan Chase & Co | 53,293 | $8.22M | 0.00% | −11,701−18.0% | Reduced |
| Northern Trust Corp | 49,118 | $7.57M | 0.00% | −2,562−5.0% | Reduced |
| Red Door Wealth Management, LLC | 49,009 | $7.56M | 1.46% | +512+1.1% | Added |
| Handelsbanken Fonder AB | 48,572 | $7.49M | 0.03% | −1,401−2.8% | Reduced |
| Bank of America Corp | 44,487 | $6.86M | 0.00% | −1,427−3.1% | Reduced |
| Bank of New York Mellon Corp | 43,555 | $6.72M | 0.00% | −85−0.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 43,067 | $6.64M | 1.16% | −26,187−37.8% | Reduced |
| First Manhattan Co | 37,263 | $5.75M | 0.02% | −2,142−5.4% | Reduced |
| Los Angeles Capital Management LLC | 36,977 | $5.70M | 0.02% | +2,490+7.2% | Added |
| State of Alaska, Department of Revenue | 34,499 | $5.32M | 0.06% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 30,896 | $4.76M | 0.90% | −163−0.5% | Reduced |
| Nuveen Asset Management, LLC | 30,224 | $4.66M | 0.00% | −91−0.3% | Reduced |
| Russell Investments Group, Ltd. | 29,546 | $4.56M | 0.01% | +18+0.1% | Added |
| Carmel Capital Partners, LLC | 25,018 | $3.86M | 1.59% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,460 | $3.62M | 0.00% | −3,414−12.7% | Reduced |
| Millennium Management LLC | 22,740 | $3.51M | 0.00% | −37,318−62.1% | Reduced |
| USS Investment Management Ltd | 22,311 | $3.45M | 0.03% | −5,902−20.9% | Reduced |
| Capital World Investors | 21,169 | $3.26M | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,001 | $3.24M | 0.10% | −50−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 20,870 | $3.22M | 0.28% | +313+1.5% | Added |
| Franklin Resources Inc | 20,702 | $3.19M | 0.00% | +9,857+90.9% | Added |
| Malaga Cove Capital, LLC | 19,866 | $3.06M | 1.25% | −53−0.3% | Reduced |
| Wells Fargo & Company | 19,855 | $3.06M | 0.00% | −3,870−16.3% | Reduced |
| Treasurer of the State of North Carolina | 18,970 | $2.92M | 0.01% | −20−0.1% | Reduced |
| UBS Asset Management Americas Inc | 16,766 | $2.58M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,593 | $2.56M | 0.02% | +11,093+201.7% | Added |
| Aviva PLC | 16,333 | $2.52M | 0.01% | −2,419−12.9% | Reduced |
| STRS Ohio | 16,330 | $2.52M | 0.01% | −281−1.7% | Reduced |
| Byrne Asset Management LLC | 15,633 | $2.41M | 1.67% | +22+0.1% | Added |
| Abn Amro Investment Solutions | 13,800 | $2.13M | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 12,528 | $1.93M | 0.00% | −2,147−14.6% | Reduced |
| Patient Capital Management, LLC | 12,500 | $1.93M | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 11,855 | $1.83M | 0.01% | +2,856+31.7% | Added |
| State Board of Administration of Florida Retirement System | 19,025 | $1.70M | 0.00% | −934−4.7% | Reduced |
| Citadel Advisors LLC | 10,694 | $1.65M | 0.00% | −30.0% | Reduced |
| Invesco Ltd. | 10,444 | $1.61M | 0.00% | −20,042−65.7% | Reduced |
| New York State Common Retirement Fund | 10,343 | $1.59M | 0.00% | −10−0.1% | Reduced |
| Renaissance Technologies LLC | 10,200 | $1.57M | 0.00% | −2,400−19.0% | Reduced |
| JustInvest LLC | 10,004 | $1.54M | 0.03% | −510−4.9% | Reduced |
| American Century Companies Inc | 10,002 | $1.54M | 0.00% | +18+0.2% | Added |
| Prudential Financial Inc | 9,988 | $1.54M | 0.00% | −2,227−18.2% | Reduced |
| Qube Research & Technologies Ltd | 9,926 | $1.53M | 0.00% | +1,689+20.5% | Added |
| Rhumbline Advisers | 9,846 | $1.52M | 0.00% | −974−9.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 9,000 | $1.39M | 0.43% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 8,548 | $1.32M | 0.00% | −816−8.7% | Reduced |
| Dark Forest Capital Management LP | 8,000 | $1.23M | 0.21% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 7,984 | $1.23M | 0.00% | −287−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 7,946 | $1.23M | 0.01% | −476−5.7% | Reduced |
| Barclays PLC | 7,872 | $1.21M | 0.00% | −1,649−17.3% | Reduced |
| Great Lakes Advisors, LLC | 7,797 | $1.20M | 0.01% | +153+2.0% | Added |
| Squarepoint Ops LLC | 7,738 | $1.19M | 0.00% | +3,776+95.3% | Added |
| Arbiter Partners Capital Management LLC | 7,687 | $1.19M | 2.15% | 00.0% | Unchanged |
| Citigroup Inc | 6,818 | $1.05M | 0.00% | +1,310+23.8% | Added |
| Public Employees Retirement System of Ohio | 6,800 | $1.05M | 0.00% | −93−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 6,528 | $1.01M | 0.01% | −166−2.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,385 | $984.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,222 | $959.3K | 0.00% | +3,960+175.1% | Added |
| Alaska Permanent Fund Corp | 6,211 | $957.6K | 0.01% | +3,086+98.8% | Added |
| Great West Life Assurance Co | 6,076 | $940.0K | 0.00% | +60+1.0% | Added |
| Blair William & Co | 6,070 | $935.8K | 0.00% | +18+0.3% | Added |
| Creative Planning | 5,665 | $873.5K | 0.00% | +15+0.3% | Added |
| Globeflex Capital L P | 5,635 | $868.8K | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 5,582 | $860.7K | 0.02% | −5,985−51.7% | Reduced |
| Huber Capital Management LLC | 5,560 | $857.2K | 0.19% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,534 | $853.2K | 0.17% | +5,534 | New |
| Alliancebernstein L.P. | 5,128 | $790.6K | 0.00% | +607+13.4% | Added |
| Atlas Capital Advisors LLC | 5,114 | $788.5K | 0.12% | +167+3.4% | Added |
| Illinois Municipal Retirement Fund | 4,878 | $752.0K | 0.01% | −10,710−68.7% | Reduced |
| Vestcor Inc | 4,397 | $678.0K | 0.02% | −2,932−40.0% | Reduced |