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, 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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 18,970 | $2.92M | 0.01% | −20−0.1% | Reduced |
| Wells Fargo & Company | 19,855 | $3.06M | 0.00% | −3,870−16.3% | Reduced |
| Malaga Cove Capital, LLC | 19,866 | $3.06M | 1.25% | −53−0.3% | Reduced |
| Franklin Resources Inc | 20,702 | $3.19M | 0.00% | +9,857+90.9% | Added |
| Landscape Capital Management, L.L.C. | 20,870 | $3.22M | 0.28% | +313+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 21,001 | $3.24M | 0.10% | −50−0.2% | Reduced |
| Capital World Investors | 21,169 | $3.26M | 0.00% | 00.0% | Unchanged |
| USS Investment Management Ltd | 22,311 | $3.45M | 0.03% | −5,902−20.9% | Reduced |
| Millennium Management LLC | 22,740 | $3.51M | 0.00% | −37,318−62.1% | Reduced |
| Envestnet Asset Management Inc | 23,460 | $3.62M | 0.00% | −3,414−12.7% | Reduced |
| Carmel Capital Partners, LLC | 25,018 | $3.86M | 1.59% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 29,546 | $4.56M | 0.01% | +18+0.1% | Added |
| Nuveen Asset Management, LLC | 30,224 | $4.66M | 0.00% | −91−0.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,896 | $4.76M | 0.90% | −163−0.5% | Reduced |
| State of Alaska, Department of Revenue | 34,499 | $5.32M | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 36,977 | $5.70M | 0.02% | +2,490+7.2% | Added |
| First Manhattan Co | 37,263 | $5.75M | 0.02% | −2,142−5.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 43,067 | $6.64M | 1.16% | −26,187−37.8% | Reduced |
| Bank of New York Mellon Corp | 43,555 | $6.72M | 0.00% | −85−0.2% | Reduced |
| Bank of America Corp | 44,487 | $6.86M | 0.00% | −1,427−3.1% | Reduced |
| Handelsbanken Fonder AB | 48,572 | $7.49M | 0.03% | −1,401−2.8% | Reduced |
| Red Door Wealth Management, LLC | 49,009 | $7.56M | 1.46% | +512+1.1% | Added |
| Northern Trust Corp | 49,118 | $7.57M | 0.00% | −2,562−5.0% | Reduced |
| JPMorgan Chase & Co | 53,293 | $8.22M | 0.00% | −11,701−18.0% | Reduced |
| SEI Investments Co | 57,079 | $8.80M | 0.01% | +6,634+13.2% | Added |
| FMR LLC | 60,018 | $9.25M | 0.00% | −946−1.6% | Reduced |
| ACR Alpine Capital Research, LLC | 61,660 | $9.51M | 0.29% | −11,098−15.3% | Reduced |
| Montgomery Investment Management Inc | 62,927 | $9.70M | 3.70% | −58,479−48.2% | Reduced |
| State Street Corp | 63,538 | $9.80M | 0.00% | −2,648−4.0% | Reduced |
| Maltese Capital Management LLC | 66,998 | $10.3M | 1.99% | −12,200−15.4% | Reduced |
| Principal Financial Group Inc | 69,749 | $10.8M | 0.01% | +734+1.1% | Added |
| Mercer Global Advisors Inc | 77,573 | $12.0M | 0.03% | +5,565+7.7% | Added |
| Aristotle Capital Management, LLC | 78,571 | $12.1M | 0.02% | −6,057−7.2% | Reduced |
| Legal & General Group Plc | 83,130 | $12.8M | 0.00% | −6,853−7.6% | Reduced |
| QRG Capital Management, Inc. | 92,387 | $14.2M | 0.18% | +5,542+6.4% | Added |
| NFC Investments, LLC | 92,663 | $14.3M | 4.11% | −350−0.4% | Reduced |
| Geode Capital Management, LLC | 93,162 | $14.4M | 0.00% | −1,314−1.4% | Reduced |
| Sib LLC | 102,692 | $15.8M | 7.46% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 102,906 | $15.9M | 5.97% | 00.0% | Unchanged |
| Torray LLC | 109,629 | $16.9M | 2.53% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 115,000 | $17.7M | 1.81% | −40,000−25.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 145,545 | $22.4M | 0.02% | −398−0.3% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 152,572 | $23.5M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 154,849 | $23.9M | 0.02% | −3,465−2.2% | Reduced |
| Goldman Sachs Group Inc | 161,633 | $24.9M | 0.01% | −2,341−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 164,097 | $25.3M | 0.09% | −40,583−19.8% | Reduced |
| Third Avenue Management LLC | 167,294 | $25.8M | 4.12% | −6,416−3.7% | Reduced |
| Morgan Stanley | 189,986 | $29.3M | 0.00% | −2,369−1.2% | Reduced |
| Dimensional Fund Advisors LP | 197,276 | $30.4M | 0.01% | −10,675−5.1% | Reduced |
| Norges Bank | 249,313 | $38.4M | 0.01% | −7,466−2.9% | Reduced |
| BlackRock Inc. | 423,111 | $65.2M | 0.00% | +13,948+3.4% | Added |
| Gamco Investors, Inc. Et Al | 516,008 | $79.6M | 0.80% | −21,391−4.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 516,800 | $79.7M | 0.73% | −52,609−9.2% | Reduced |
| Gabelli Funds LLC | 1,256,259 | $193.7M | 1.43% | −39,532−3.1% | Reduced |
| Vanguard Group Inc | 1,605,079 | $247.5M | 0.00% | −102,855−6.0% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |