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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 2025

Institutional positions in Lennar Corp as of Mar 31, 2025. 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
245
−17 vs. Q4 2024
Shares held
7.89M
−49.6K (−0.6%) vs. Q4 2024
Total value
$860.1M
−$188.5M (−18.0%) vs. Q4 2024
New holders
24
81 more added
Sold out
41
70 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 245 institutions
Q1 2021: 199 institutionsQ2 2021: 200 institutionsQ3 2021: 199 institutionsQ4 2021: 220 institutionsQ1 2022: 214 institutionsQ2 2022: 211 institutionsQ3 2022: 216 institutionsQ4 2022: 226 institutionsQ1 2023: 221 institutionsQ2 2023: 224 institutionsQ3 2023: 226 institutionsQ4 2023: 246 institutionsQ1 2024: 255 institutionsQ2 2024: 250 institutionsQ3 2024: 266 institutionsQ4 2024: 266 institutionsQ1 2025: 245 institutionsQ2 2025: 240 institutionsQ3 2025: 256 institutionsQ4 2025: 257 institutionsQ1 2026: 244 institutionsQ2 2026: 260 institutions
Value heldQ1 2025: $860.1M
Q1 2021: $1.16BQ2 2021: $1.08BQ3 2021: $1.08BQ4 2021: $1.27BQ1 2022: $808.0MQ2 2022: $679.8MQ3 2022: $685.0MQ4 2022: $856.1MQ1 2023: $955.0MQ2 2023: $1.17BQ3 2023: $984.2MQ4 2023: $1.23BQ1 2024: $1.33BQ2 2024: $1.16BQ3 2024: $1.40BQ4 2024: $1.06BQ1 2025: $860.1MQ2 2025: $812.7MQ3 2025: $895.2MQ4 2025: $713.5MQ1 2026: $601.8MQ2 2026: $697.8M
Institutions holding LEN.B and their total value by quarter
QuarterHoldersValue
Q2 2026260$697.8M
Q1 2026244$601.8M
Q4 2025257$713.5M
Q3 2025256$895.2M
Q2 2025240$812.7M
Q1 2025245$860.1M
Q4 2024266$1.06B
Q3 2024266$1.40B
Q2 2024250$1.16B
Q1 2024255$1.33B
Q4 2023246$1.23B
Q3 2023226$984.2M
Q2 2023224$1.17B
Q1 2023221$955.0M
Q4 2022226$856.1M
Q3 2022216$685.0M
Q2 2022211$679.8M
Q1 2022214$808.0M
Q4 2021220$1.27B
Q3 2021199$1.08B
Q2 2021200$1.08B
Q1 2021199$1.16B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2024.

Institutions holding LEN.B in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc1,572,560$171.5M0.00%+18,988+1.2%Added
Gabelli Funds LLC1,153,925$125.9M0.96%−38,234−3.2%Reduced
Gamco Investors, Inc. Et Al458,119$50.0M0.55%+555+0.1%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates364,059$39.7M0.63%00.0%Unchanged
BlackRock, Inc.363,790$39.7M0.00%−388−0.1%Reduced
Norges Bank230,042$25.1M0.00%00.0%Unchanged
Morgan Stanley161,891$17.7M0.00%−588−0.4%Reduced
Goldman Sachs Group Inc160,065$17.5M0.00%+2,752+1.7%Added
Dimensional Fund Advisors LP156,687$17.1M0.00%−2,879−1.8%Reduced
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway152,774$16.7M0.01%+202+0.1%Added
Third Avenue Management LLC147,770$16.1M3.23%−14,011−8.7%Reduced
Neuberger Berman Group LLC146,091$15.9M0.01%−130−0.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund134,972$14.7M0.03%−10.0%Reduced
GoodHaven Capital Management, LLC133,682$14.6M4.94%+26,996+25.3%Added
Geode Capital Management, LLC118,720$12.9M0.00%+19,652+19.8%Added
NFC Investments, LLC117,285$12.8M3.80%−3,485−2.9%Reduced
683 Capital Management, LLC115,000$12.5M1.27%00.0%Unchanged
QRG Capital Management, Inc.98,365$10.7M0.11%−6,133−5.9%Reduced
Torray LLC96,859$10.6M1.57%00.0%Unchanged
Arrowstreet Capital, Limited Partnership92,836$10.1M0.01%−4,510−4.6%Reduced
Mercer Global Advisors Inc90,327$9.85M0.02%+2,472+2.8%Added
Principal Financial Group Inc84,277$9.19M0.01%+5,712+7.3%Added
Bank of New York Mellon Corp81,028$8.84M0.00%+16,368+25.3%Added
Aristotle Capital Management, LLC75,096$8.19M0.02%−685−0.9%Reduced
FMR LLC71,471$7.80M0.00%+12,833+21.9%Added
Voloridge Investment Management, LLC65,934$7.19M0.03%+16,853+34.3%Added
Red Door Wealth Management, LLC62,516$6.82M1.01%+4,725+8.2%Added
Montgomery Investment Management Inc61,668$6.73M2.68%+100+0.2%Added
SEI Investments Co59,019$6.44M0.01%−6,807−10.3%Reduced
Chilton Investment Co LLC58,501$6.38M0.16%−2,413−4.0%Reduced
Legal & General Group Plc58,316$6.36M0.00%+2,022+3.6%Added
Seizert Capital Partners, LLC57,867$6.31M0.29%+10,674+22.6%Added
State Street Corp47,766$5.21M0.00%−1,709−3.5%Reduced
Renaissance Technologies LLC45,352$4.95M0.01%+7,800+20.8%Added
Northern Trust Corp41,846$4.56M0.00%−6,141−12.8%Reduced
Millennium Management LLC39,910$4.35M0.00%+32,695+453.2%Added
Los Angeles Capital Management LLC33,958$3.70M0.02%−17,805−34.4%Reduced
ACR Alpine Capital Research, LLC33,347$3.64M0.08%−5,376−13.9%Reduced
Mraz, Amerine & Associates, Inc.29,355$3.18M0.55%+111+0.4%Added
JPMorgan Chase & Co29,023$3.17M0.00%+388+1.4%Added
State of Alaska, Department of Revenue27,999$3.05M0.03%−6,500−18.8%Reduced
HSBC Holdings PLC26,804$2.92M0.00%−227−0.8%Reduced
Carmel Capital Partners, LLC25,018$2.73M1.07%00.0%Unchanged
First Manhattan Co24,292$2.65M0.01%−10,378−29.9%Reduced
Wealthfront Advisers LLC23,691$2.58M0.01%+23,691New
Wells Fargo & Company22,610$2.47M0.00%+1,237+5.8%Added
Malaga Cove Capital, LLC22,538$2.46M1.06%+3,461+18.1%Added
Capital World Investors21,169$2.31M0.00%00.0%Unchanged
Handelsbanken Fonder AB20,736$2.26M0.01%−2,068−9.1%Reduced
Bank of America Corp20,253$2.21M0.00%+2,446+13.7%Added
State Board of Administration of Florida Retirement System19,869$2.17M0.00%00.0%Unchanged
Nuveen, LLC18,963$2.07M0.00%+18,963New
Carnegie Capital Asset Management, LLC18,501$1.88M0.04%−400−2.1%Reduced
Charles Schwab Investment Management Inc17,079$1.86M0.00%−1,271−6.9%Reduced
Quantinno Capital Management LP15,454$1.69M0.01%+9,274+150.1%Added
Byrne Asset Management LLC14,442$1.58M1.18%−126−0.9%Reduced
STRS Ohio14,103$1.54M0.01%−2,073−12.8%Reduced
UBS Asset Management Americas Inc14,021$1.53M0.00%−1,558−10.0%Reduced
SG Americas Securities, LLC13,962$1.52M0.01%−58−0.4%Reduced
Abn Amro Investment Solutions13,800$1.51M0.03%00.0%Unchanged
Invesco Ltd.13,101$1.43M0.00%−582−4.3%Reduced
Canada Pension Plan Investment Board12,630$1.38M0.00%+4,021+46.7%Added
Patient Capital Management, LLC12,500$1.36M0.07%00.0%Unchanged
Susquehanna International Group, LLP12,453$1.36M0.00%−10,172−45.0%Reduced
UBS Group AG11,644$1.27M0.00%+5,964+105.0%Added
Citigroup Inc10,441$1.14M0.00%+2,364+29.3%Added
Amundi10,713$1.10M0.00%−2,899−21.3%Reduced
Ethic Inc.10,078$1.09M0.02%+755+8.1%Added
JustInvest LLC9,845$1.07M0.02%+22+0.2%Added
Ameriprise Financial Inc9,492$1.04M0.00%+159+1.7%Added
Jane Street Group, LLC9,112$993.8K0.00%+2,334+34.4%Added
Supplemental Annuity Collective Trust of NJ9,000$981.6K0.31%00.0%Unchanged
Dark Forest Capital Management LP7,991$871.6K0.04%−242−2.9%Reduced
Nisa Investment Advisors, LLC7,946$866.7K0.00%00.0%Unchanged
Abc Arbitrage SA7,928$864.7K0.16%+7,928New
Rafferty Asset Management, LLC7,746$844.9K0.00%+288+3.9%Added
Everence Capital Management Inc7,680$838.0K0.06%+1,650+27.4%Added
Rhumbline Advisers7,503$818.3K0.00%−52−0.7%Reduced
Barclays PLC7,254$791.2K0.00%+5,587+335.2%Added
Creative Planning7,136$778.4K0.00%−44−0.6%Reduced
USS Investment Management Ltd6,584$717.5K0.01%+459+7.5%Added
American Century Companies Inc6,237$680.3K0.00%−4,922−44.1%Reduced
Blair William & Co6,144$670.1K0.00%+22+0.4%Added
Treasurer of the State of North Carolina6,127$668.0K0.00%+1,260+25.9%Added
Y-Intercept (Hong Kong) Ltd6,121$667.6K0.05%+6,121New
BNP Paribas Arbitrage, SA6,006$655.1K0.00%+3,745+165.6%Added
Alaska Permanent Fund Corp6,211$642.0K0.01%00.0%Unchanged
Arbiter Partners Capital Management LLC5,629$614.0K0.75%00.0%Unchanged
Huber Capital Management LLC5,560$606.4K0.11%00.0%Unchanged
New York State Common Retirement Fund5,344$582.9K0.00%−2,000−27.2%Reduced
Deutsche Bank AG4,964$541.4K0.00%+12+0.2%Added
MML Investors Services, LLC4,801$524.0K0.00%+883+22.5%Added
Schonfeld Strategic Advisors LLC4,800$523.5K0.00%+4,800New
AQR Capital Management LLC4,663$508.6K0.00%+1,321+39.5%Added
First Trust Advisors LP4,611$502.9K0.00%+1,050+29.5%Added
Empowered Funds, LLC4,597$501.4K0.01%+1,976+75.4%Added
Atlas Capital Advisors LLC4,475$488.1K0.06%−370−7.6%Reduced
Vestcor Inc4,469$487.0K0.02%+370+9.0%Added
CCM Investment Group, LLC4,469$484.1K0.05%+1,975+79.2%Added
Alliancebernstein L.P.4,256$464.2K0.00%−75−1.7%Reduced