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 2025
Institutional positions in Lennar Corp as of Dec 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
- 257
- +5 vs. Q3 2025
- Shares held
- 7.50M
- +41.8K (+0.6%) vs. Q3 2025
- Total value
- $713.5M
- −$181.5M (−20.3%) vs. Q3 2025
- New holders
- 39
- 73 more added
- Sold out
- 34
- 88 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,550,020 | $147.4M | 0.00% | +10,194+0.7% | Added |
| Gabelli Funds LLC | 1,140,700 | $108.5M | 0.73% | −2,700−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 465,870 | $44.3M | 0.43% | +12,209+2.7% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 364,059 | $34.6M | 0.56% | 00.0% | Unchanged |
| BlackRock, Inc. | 332,889 | $31.7M | 0.00% | −6,038−1.8% | Reduced |
| Norges Bank | 226,742 | $21.6M | 0.00% | +226,742 | New |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 180,980 | $17.2M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 169,623 | $16.1M | 0.00% | +629+0.4% | Added |
| GoodHaven Capital Management, LLC | 151,055 | $14.4M | 4.65% | +12,400+8.9% | Added |
| Goldman Sachs Group Inc | 150,756 | $14.3M | 0.00% | −1,065−0.7% | Reduced |
| Third Avenue Management LLC | 148,008 | $14.1M | 2.56% | +165+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 134,972 | $12.8M | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 126,995 | $12.1M | 0.00% | −5,654−4.3% | Reduced |
| Geode Capital Management, LLC | 121,960 | $11.6M | 0.00% | −10,232−7.7% | Reduced |
| 683 Capital Management, LLC | 115,000 | $10.9M | 0.91% | 00.0% | Unchanged |
| NFC Investments, LLC | 113,311 | $10.8M | 3.04% | −639−0.6% | Reduced |
| Principal Financial Group Inc | 112,974 | $10.7M | 0.01% | +8,793+8.4% | Added |
| Neuberger Berman Group LLC | 91,702 | $8.72M | 0.01% | −25,189−21.5% | Reduced |
| Legal & General Group Plc | 80,433 | $7.65M | 0.00% | −3,159−3.8% | Reduced |
| FMR LLC | 77,447 | $7.37M | 0.00% | −9,185−10.6% | Reduced |
| Magnolia Group, LLC | 71,031 | $6.76M | 1.11% | +71,031 | New |
| Red Door Wealth Management, LLC | 65,705 | $6.25M | 0.65% | −5,541−7.8% | Reduced |
| State Street Corp | 65,230 | $6.20M | 0.00% | +510+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 63,699 | $6.06M | 0.00% | −2,940−4.4% | Reduced |
| Montgomery Investment Management Inc | 56,717 | $5.39M | 1.94% | −150−0.3% | Reduced |
| Northern Trust Corp | 56,686 | $5.39M | 0.00% | +20,985+58.8% | Added |
| Aristotle Capital Management, LLC | 53,492 | $5.09M | 0.01% | −13,944−20.7% | Reduced |
| SEI Investments Co | 43,822 | $4.17M | 0.00% | −9,550−17.9% | Reduced |
| Susquehanna International Group, LLP | 43,739 | $4.16M | 0.01% | +37,048+553.7% | Added |
| Carnegie Capital Asset Management, LLC | 42,582 | $4.05M | 0.07% | −3,241−7.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 32,606 | $3.10M | 0.46% | +1,662+5.4% | Added |
| Jane Street Group, LLC | 31,364 | $2.98M | 0.00% | +12,555+66.7% | Added |
| ACR Alpine Capital Research, LLC | 30,188 | $2.87M | 0.04% | +1,305+4.5% | Added |
| Charles Schwab Investment Management Inc | 28,947 | $2.75M | 0.00% | −4,376−13.1% | Reduced |
| State of Alaska, Department of Revenue | 27,999 | $2.66M | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 27,283 | $2.60M | 0.01% | −3,538−11.5% | Reduced |
| Mercer Global Advisors Inc | 26,598 | $2.57M | 0.00% | +3,127+13.3% | Added |
| Millennium Management LLC | 25,439 | $2.42M | 0.00% | +16,319+178.9% | Added |
| Carmel Capital Partners, LLC | 25,018 | $2.38M | 0.84% | 00.0% | Unchanged |
| Wells Fargo & Company | 24,778 | $2.36M | 0.00% | +465+1.9% | Added |
| Bank of America Corp | 23,436 | $2.23M | 0.00% | −1,026−4.2% | Reduced |
| American Century Companies Inc | 22,346 | $2.13M | 0.00% | +6,530+41.3% | Added |
| Invesco Ltd. | 21,875 | $2.08M | 0.00% | +4,349+24.8% | Added |
| First Manhattan Co | 21,717 | $2.07M | 0.01% | −860−3.8% | Reduced |
| JPMorgan Chase & Co | 21,473 | $2.04M | 0.00% | −3,670−14.6% | Reduced |
| Handelsbanken Fonder AB | 21,236 | $2.02M | 0.01% | −10,350−32.8% | Reduced |
| Capital World Investors | 21,169 | $2.01M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 20,964 | $1.99M | 0.00% | +2,749+15.1% | Added |
| Malaga Cove Capital, LLC | 20,813 | $1.98M | 0.69% | −1,306−5.9% | Reduced |
| Bank of New York Mellon Corp | 19,992 | $1.90M | 0.00% | −41,625−67.6% | Reduced |
| Amundi | 19,517 | $1.86M | 0.00% | +9,997+105.0% | Added |
| Abc Arbitrage SA | 19,100 | $1.82M | 0.17% | +12,494+189.1% | Added |
| Squarepoint Ops LLC | 18,239 | $1.73M | 0.00% | +15,506+567.4% | Added |
| Canada Pension Plan Investment Board | 17,377 | $1.65M | 0.00% | +1,477+9.3% | Added |
| Ethic Inc. | 16,531 | $1.57M | 0.02% | +1,073+6.9% | Added |
| Nuveen, LLC | 15,738 | $1.50M | 0.00% | +414+2.7% | Added |
| Daytona Street Capital LLC | 15,630 | $1.43M | 1.17% | +15,630 | New |
| Rafferty Asset Management, LLC | 14,744 | $1.40M | 0.00% | +998+7.3% | Added |
| Byrne Asset Management LLC | 14,545 | $1.38M | 0.77% | −148−1.0% | Reduced |
| Abn Amro Investment Solutions | 13,800 | $1.31M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,641 | $1.20M | 0.00% | −155−1.2% | Reduced |
| Patient Capital Management, LLC | 12,500 | $1.19M | 0.05% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 12,338 | $1.17M | 0.00% | −1,065−7.9% | Reduced |
| Board of the Pension Protection Fund | 11,300 | $1.07M | 1.02% | +3,100+37.8% | Added |
| Summit Trail Advisors, LLC | 10,469 | $995.8K | 0.02% | +2,548+32.2% | Added |
| State Board of Administration of Florida Retirement System | 10,263 | $976.2K | 0.00% | −4,210−29.1% | Reduced |
| Natixis | 10,125 | $963.1K | 0.00% | +10,125 | New |
| Los Angeles Capital Management LLC | 8,017 | $951.7K | 0.00% | −25,778−76.3% | Reduced |
| JustInvest LLC | 9,942 | $945.7K | 0.01% | −277−2.7% | Reduced |
| Barclays PLC | 9,653 | $918.2K | 0.00% | +3,500+56.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 9,000 | $856.1K | 0.22% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 8,551 | $813.4K | 0.00% | −18,214−68.1% | Reduced |
| Creative Planning | 8,517 | $810.1K | 0.00% | +39+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,465 | $805.2K | 0.02% | +8,465 | New |
| Deutsche Bank AG | 8,268 | $786.5K | 0.00% | −6,829−45.2% | Reduced |
| Citigroup Inc | 8,268 | $786.5K | 0.00% | +536+6.9% | Added |
| XTX Topco Ltd | 8,085 | $769.0K | 0.02% | +6,022+291.9% | Added |
| Dark Forest Capital Management LP | 8,000 | $761.0K | 0.03% | −20−0.2% | Reduced |
| QRG Capital Management, Inc. | 7,964 | $757.5K | 0.01% | −1,487−15.7% | Reduced |
| Nisa Investment Advisors, LLC | 7,960 | $757.2K | 0.00% | +15+0.2% | Added |
| Balyasny Asset Management LLC | 7,921 | $753.4K | 0.00% | +2,466+45.2% | Added |
| USS Investment Management Ltd | 7,768 | $739.6K | 0.00% | +354+4.8% | Added |
| First Trust Advisors LP | 7,461 | $709.7K | 0.00% | +2,556+52.1% | Added |
| Ameriprise Financial Inc | 7,243 | $689.0K | 0.00% | −1,269−14.9% | Reduced |
| Rhumbline Advisers | 6,966 | $662.6K | 0.00% | −837−10.7% | Reduced |
| D. E. Shaw & Co., Inc. | 6,940 | $660.1K | 0.00% | +6,940 | New |
| Blair William & Co | 6,396 | $608.4K | 0.00% | +209+3.4% | Added |
| Arbiter Partners Capital Management LLC | 5,629 | $535.4K | 0.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,614 | $534.0K | 0.00% | +5,614 | New |
| Huber Capital Management LLC | 5,560 | $528.9K | 0.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,344 | $508.3K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,211 | $495.7K | 0.03% | +5,211 | New |
| UBS Group AG | 4,958 | $471.6K | 0.00% | −7,725−60.9% | Reduced |
| Edgestream Partners, L.P. | 4,903 | $466.4K | 0.01% | +4,903 | New |
| Point72 Asset Management, L.P. | 4,898 | $465.9K | 0.00% | +4,898 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,816 | $458.1K | 0.00% | +4,816 | New |
| Successful Portfolios LLC | 4,100 | $443.8K | 0.23% | +4,100 | New |
| BNP Paribas Arbitrage, SA | 4,571 | $434.8K | 0.00% | −5,575−54.9% | Reduced |
| Pathstone Holdings, LLC | 4,200 | $399.5K | 0.00% | −79−1.8% | Reduced |
| Alliancebernstein L.P. | 4,195 | $399.0K | 0.00% | +10+0.2% | Added |