Skip to main content

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 2026

Institutional positions in Lennar Corp as of Mar 31, 2026. 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
244
−7 vs. Q4 2025
Shares held
7.15M
+1.44M (+25.1%) vs. Q4 2025
Total value
$601.8M
+$57.6M (+10.6%) vs. Q4 2025
New holders
34
66 more added
Sold out
41
85 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 244 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 2026: $601.8M
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 2026

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2025.

Institutions holding LEN.B in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Gabelli Funds LLC1,141,900$96.1M0.65%+1,200+0.1%Added
Vanguard Capital Management LLC1,084,608$91.2M0.00%+1,084,608New
Gamco Investors, Inc. Et Al449,333$37.8M0.37%−16,537−3.5%Reduced
Vanguard Portfolio Management LLC425,002$35.8M0.00%+425,002New
Greenhaven Associates IncSuperinvestorGreenhaven Associates364,059$30.6M0.50%00.0%Unchanged
BlackRock, Inc.326,471$27.5M0.00%−6,418−1.9%Reduced
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway237,703$20.0M0.01%+56,723+31.3%Added
GoodHaven Capital Management, LLC163,440$13.7M4.80%+12,385+8.2%Added
Goldman Sachs Group Inc156,848$13.2M0.00%+6,092+4.0%Added
Morgan Stanley151,764$12.8M0.00%−17,859−10.5%Reduced
Raymond James Financial Inc144,932$12.2M0.00%+132,291+1,046.5%Added
Third Avenue Management LLC142,843$12.0M1.95%−5,165−3.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund134,972$11.4M0.02%00.0%Unchanged
Dimensional Fund Advisors LP129,156$10.9M0.00%+2,161+1.7%Added
Geode Capital Management, LLC124,118$10.4M0.00%+2,158+1.8%Added
Principal Financial Group Inc118,801$9.99M0.01%+5,827+5.2%Added
683 Capital Management, LLC115,000$9.67M0.90%00.0%Unchanged
Magnolia Group, LLC108,750$9.15M1.70%+37,719+53.1%Added
Legal & General Group Plc99,374$8.36M0.00%+18,941+23.5%Added
Neuberger Berman Group LLC88,849$7.47M0.01%−2,853−3.1%Reduced
FMR LLC87,915$7.40M0.00%+10,468+13.5%Added
Red Door Wealth Management, LLC64,850$5.46M0.57%−855−1.3%Reduced
State Street Corp63,145$5.31M0.00%−2,085−3.2%Reduced
River Road Asset Management, LLC58,920$4.96M0.06%+58,920New
Montgomery Investment Management Inc55,317$4.65M1.59%−1,400−2.5%Reduced
Aristotle Capital Management, LLC52,360$4.40M0.01%−1,132−2.1%Reduced
SEI Investments Co39,391$3.31M0.00%−4,431−10.1%Reduced
Mraz, Amerine & Associates, Inc.34,366$2.89M0.43%+1,760+5.4%Added
ACR Alpine Capital Research, LLC33,955$2.86M0.04%+3,767+12.5%Added
Carnegie Capital Asset Management, LLC32,045$2.70M0.05%−10,537−24.7%Reduced
Northern Trust Corp30,808$2.59M0.00%−25,878−45.7%Reduced
Invesco Ltd.30,610$2.57M0.00%+8,735+39.9%Added
Vanguard Asset Management, Ltd29,906$2.52M0.00%+29,906New
HRT Financial LP29,051$2.44M0.01%+29,051New
State of Alaska, Department of Revenue27,999$2.35M0.03%00.0%Unchanged
Arrowstreet Capital, Limited Partnership26,484$2.23M0.00%−37,215−58.4%Reduced
American Century Companies Inc25,749$2.17M0.00%+3,403+15.2%Added
Wells Fargo & Company25,319$2.13M0.00%+541+2.2%Added
Carmel Capital Partners, LLC23,152$1.95M0.70%−1,866−7.5%Reduced
Bank of America Corp22,850$1.92M0.00%−586−2.5%Reduced
AQR Capital Management LLC21,779$1.83M0.00%+815+3.9%Added
Capital World Investors21,169$1.78M0.00%00.0%Unchanged
Handelsbanken Fonder AB20,920$1.76M0.01%−316−1.5%Reduced
Vanguard Fiduciary Trust Co20,768$1.75M0.00%+20,768New
Bank of New York Mellon Corp19,926$1.68M0.00%−66−0.3%Reduced
Amundi19,396$1.63M0.00%−121−0.6%Reduced
Mercer Global Advisors Inc19,256$1.62M0.00%−7,342−27.6%Reduced
Charles Schwab Investment Management Inc18,959$1.59M0.00%−9,988−34.5%Reduced
XTX Topco Ltd17,303$1.46M0.03%+9,218+114.0%Added
Canada Pension Plan Investment Board16,877$1.42M0.00%−500−2.9%Reduced
First Trust Advisors LP16,162$1.36M0.00%+8,701+116.6%Added
UBS Group AG15,859$1.33M0.00%+10,901+219.9%Added
Daytona Street Capital LLC15,125$1.26M1.02%−505−3.2%Reduced
UBS Asset Management Americas Inc14,773$1.24M0.00%+2,435+19.7%Added
Abn Amro Investment Solutions14,630$1.23M0.02%+830+6.0%Added
JPMorgan Chase & Co14,925$1.22M0.00%−6,548−30.5%Reduced
Byrne Asset Management LLC14,272$1.20M0.71%−273−1.9%Reduced
Squarepoint Ops LLC13,366$1.12M0.00%−4,873−26.7%Reduced
Summit Trail Advisors, LLC13,303$1.12M0.02%+2,834+27.1%Added
Rafferty Asset Management, LLC12,873$1.08M0.00%−1,871−12.7%Reduced
Patient Capital Management, LLC12,500$1.05M0.04%00.0%Unchanged
Barclays PLC12,292$1.03M0.00%+2,639+27.3%Added
Nuveen, LLC12,272$1.03M0.00%−3,466−22.0%Reduced
Quantinno Capital Management LP10,801$908.7K0.00%−16,482−60.4%Reduced
State Board of Administration of Florida Retirement System10,263$863.3K0.00%00.0%Unchanged
Balyasny Asset Management LLC9,708$816.6K0.00%+1,787+22.6%Added
USS Investment Management Ltd9,394$791.2K0.00%+1,626+20.9%Added
JustInvest LLC9,313$783.4K0.01%−629−6.3%Reduced
Millennium Management LLC8,769$737.6K0.00%−16,670−65.5%Reduced
Creative Planning8,693$731.2K0.00%+176+2.1%Added
Citigroup Inc8,523$717.0K0.00%+255+3.1%Added
D. E. Shaw & Co., Inc.8,505$715.4K0.00%+1,565+22.6%Added
Deutsche Bank AG8,120$683.1K0.00%−148−1.8%Reduced
Dark Forest Capital Management LP8,000$673.0K0.06%00.0%Unchanged
Nisa Investment Advisors, LLC7,979$671.2K0.00%+19+0.2%Added
Envestnet Asset Management Inc7,396$622.1K0.00%+7,396New
QRG Capital Management, Inc.7,385$621.2K0.01%−579−7.3%Reduced
Ameriprise Financial Inc7,305$614.5K0.00%+62+0.9%Added
Rhumbline Advisers7,274$611.9K0.00%+308+4.4%Added
Susquehanna International Group, LLP6,769$569.4K0.00%−36,970−84.5%Reduced
Blair William & Co6,395$537.9K0.00%−10.0%Reduced
Arbiter Partners Capital Management LLC5,629$473.5K0.32%00.0%Unchanged
Mirabella Financial Services LLP5,575$469.0K0.05%+5,575New
Huber Capital Management LLC5,560$467.7K0.07%00.0%Unchanged
New York State Common Retirement Fund5,344$449.5K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.4,988$419.6K0.00%+172+3.6%Added
Vanguard Global Advisers, LLC4,876$410.2K0.00%+4,876New
Alliancebernstein L.P.4,053$385.5K0.00%−142−3.4%Reduced
Jane Street Group, LLC4,538$381.7K0.00%−26,826−85.5%Reduced
Russell Investments Group, Ltd.4,294$361.2K0.00%+309+7.8%Added
Treasurer of the State of North Carolina4,032$339.0K0.00%+86+2.2%Added
Successful Portfolios LLC4,100$335.5K0.18%00.0%Unchanged
LPL Financial LLC3,861$324.8K0.00%+578+17.6%Added
Trexquant Investment LP3,754$315.8K0.00%+3,754New
Marnell Management LLC3,717$312.7K0.21%+517+16.2%Added
Meeder Advisory Services, Inc.3,309$278.4K0.01%−739−18.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,283$276.2K0.00%00.0%Unchanged
Stifel Financial Corp3,232$271.9K0.00%−683−17.4%Reduced
Mariner, LLC3,069$258.0K0.00%+876+39.9%Added
BNP Paribas Arbitrage, SA2,896$243.6K0.00%−1,675−36.6%Reduced