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 |
|---|---|---|---|---|---|
| Daytona Street Capital LLC | 15,630 | $1.43M | 1.17% | +15,630 | New |
| Nuveen, LLC | 15,738 | $1.50M | 0.00% | +414+2.7% | Added |
| Ethic Inc. | 16,531 | $1.57M | 0.02% | +1,073+6.9% | Added |
| Canada Pension Plan Investment Board | 17,377 | $1.65M | 0.00% | +1,477+9.3% | Added |
| Squarepoint Ops LLC | 18,239 | $1.73M | 0.00% | +15,506+567.4% | Added |
| Abc Arbitrage SA | 19,100 | $1.82M | 0.17% | +12,494+189.1% | Added |
| Amundi | 19,517 | $1.86M | 0.00% | +9,997+105.0% | Added |
| Bank of New York Mellon Corp | 19,992 | $1.90M | 0.00% | −41,625−67.6% | Reduced |
| Malaga Cove Capital, LLC | 20,813 | $1.98M | 0.69% | −1,306−5.9% | Reduced |
| AQR Capital Management LLC | 20,964 | $1.99M | 0.00% | +2,749+15.1% | Added |
| Capital World Investors | 21,169 | $2.01M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,236 | $2.02M | 0.01% | −10,350−32.8% | Reduced |
| JPMorgan Chase & Co | 21,473 | $2.04M | 0.00% | −3,670−14.6% | Reduced |
| First Manhattan Co | 21,717 | $2.07M | 0.01% | −860−3.8% | Reduced |
| Invesco Ltd. | 21,875 | $2.08M | 0.00% | +4,349+24.8% | Added |
| American Century Companies Inc | 22,346 | $2.13M | 0.00% | +6,530+41.3% | Added |
| Bank of America Corp | 23,436 | $2.23M | 0.00% | −1,026−4.2% | Reduced |
| Wells Fargo & Company | 24,778 | $2.36M | 0.00% | +465+1.9% | Added |
| Carmel Capital Partners, LLC | 25,018 | $2.38M | 0.84% | 00.0% | Unchanged |
| Millennium Management LLC | 25,439 | $2.42M | 0.00% | +16,319+178.9% | Added |
| Mercer Global Advisors Inc | 26,598 | $2.57M | 0.00% | +3,127+13.3% | Added |
| Quantinno Capital Management LP | 27,283 | $2.60M | 0.01% | −3,538−11.5% | Reduced |
| State of Alaska, Department of Revenue | 27,999 | $2.66M | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 28,947 | $2.75M | 0.00% | −4,376−13.1% | Reduced |
| ACR Alpine Capital Research, LLC | 30,188 | $2.87M | 0.04% | +1,305+4.5% | Added |
| Jane Street Group, LLC | 31,364 | $2.98M | 0.00% | +12,555+66.7% | Added |
| Mraz, Amerine & Associates, Inc. | 32,606 | $3.10M | 0.46% | +1,662+5.4% | Added |
| Carnegie Capital Asset Management, LLC | 42,582 | $4.05M | 0.07% | −3,241−7.1% | Reduced |
| Susquehanna International Group, LLP | 43,739 | $4.16M | 0.01% | +37,048+553.7% | Added |
| SEI Investments Co | 43,822 | $4.17M | 0.00% | −9,550−17.9% | Reduced |
| Aristotle Capital Management, LLC | 53,492 | $5.09M | 0.01% | −13,944−20.7% | Reduced |
| Northern Trust Corp | 56,686 | $5.39M | 0.00% | +20,985+58.8% | Added |
| Montgomery Investment Management Inc | 56,717 | $5.39M | 1.94% | −150−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 63,699 | $6.06M | 0.00% | −2,940−4.4% | Reduced |
| State Street Corp | 65,230 | $6.20M | 0.00% | +510+0.8% | Added |
| Red Door Wealth Management, LLC | 65,705 | $6.25M | 0.65% | −5,541−7.8% | Reduced |
| Magnolia Group, LLC | 71,031 | $6.76M | 1.11% | +71,031 | New |
| FMR LLC | 77,447 | $7.37M | 0.00% | −9,185−10.6% | Reduced |
| Legal & General Group Plc | 80,433 | $7.65M | 0.00% | −3,159−3.8% | Reduced |
| Neuberger Berman Group LLC | 91,702 | $8.72M | 0.01% | −25,189−21.5% | Reduced |
| Principal Financial Group Inc | 112,974 | $10.7M | 0.01% | +8,793+8.4% | Added |
| NFC Investments, LLC | 113,311 | $10.8M | 3.04% | −639−0.6% | Reduced |
| 683 Capital Management, LLC | 115,000 | $10.9M | 0.91% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 121,960 | $11.6M | 0.00% | −10,232−7.7% | Reduced |
| Dimensional Fund Advisors LP | 126,995 | $12.1M | 0.00% | −5,654−4.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 134,972 | $12.8M | 0.02% | 00.0% | Unchanged |
| Third Avenue Management LLC | 148,008 | $14.1M | 2.56% | +165+0.1% | Added |
| Goldman Sachs Group Inc | 150,756 | $14.3M | 0.00% | −1,065−0.7% | Reduced |
| GoodHaven Capital Management, LLC | 151,055 | $14.4M | 4.65% | +12,400+8.9% | Added |
| Morgan Stanley | 169,623 | $16.1M | 0.00% | +629+0.4% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 180,980 | $17.2M | 0.01% | 00.0% | Unchanged |
| Norges Bank | 226,742 | $21.6M | 0.00% | +226,742 | New |
| BlackRock, Inc. | 332,889 | $31.7M | 0.00% | −6,038−1.8% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 364,059 | $34.6M | 0.56% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 465,870 | $44.3M | 0.43% | +12,209+2.7% | Added |
| Gabelli Funds LLC | 1,140,700 | $108.5M | 0.73% | −2,700−0.2% | Reduced |
| Vanguard Group Inc | 1,550,020 | $147.4M | 0.00% | +10,194+0.7% | Added |
| Torray LLC | 0 | $0 | 0.00% | −135,369−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,738−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,265−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Whalerock Point Partners, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |