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 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.
| 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 2026
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Co | 20,768 | $1.75M | 0.00% | +20,768 | New |
| Handelsbanken Fonder AB | 20,920 | $1.76M | 0.01% | −316−1.5% | Reduced |
| Capital World Investors | 21,169 | $1.78M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 21,779 | $1.83M | 0.00% | +815+3.9% | Added |
| Bank of America Corp | 22,850 | $1.92M | 0.00% | −586−2.5% | Reduced |
| Carmel Capital Partners, LLC | 23,152 | $1.95M | 0.70% | −1,866−7.5% | Reduced |
| Wells Fargo & Company | 25,319 | $2.13M | 0.00% | +541+2.2% | Added |
| American Century Companies Inc | 25,749 | $2.17M | 0.00% | +3,403+15.2% | Added |
| Arrowstreet Capital, Limited Partnership | 26,484 | $2.23M | 0.00% | −37,215−58.4% | Reduced |
| State of Alaska, Department of Revenue | 27,999 | $2.35M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 29,051 | $2.44M | 0.01% | +29,051 | New |
| Vanguard Asset Management, Ltd | 29,906 | $2.52M | 0.00% | +29,906 | New |
| Invesco Ltd. | 30,610 | $2.57M | 0.00% | +8,735+39.9% | Added |
| Northern Trust Corp | 30,808 | $2.59M | 0.00% | −25,878−45.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 32,045 | $2.70M | 0.05% | −10,537−24.7% | Reduced |
| ACR Alpine Capital Research, LLC | 33,955 | $2.86M | 0.04% | +3,767+12.5% | Added |
| Mraz, Amerine & Associates, Inc. | 34,366 | $2.89M | 0.43% | +1,760+5.4% | Added |
| SEI Investments Co | 39,391 | $3.31M | 0.00% | −4,431−10.1% | Reduced |
| Aristotle Capital Management, LLC | 52,360 | $4.40M | 0.01% | −1,132−2.1% | Reduced |
| Montgomery Investment Management Inc | 55,317 | $4.65M | 1.59% | −1,400−2.5% | Reduced |
| River Road Asset Management, LLC | 58,920 | $4.96M | 0.06% | +58,920 | New |
| State Street Corp | 63,145 | $5.31M | 0.00% | −2,085−3.2% | Reduced |
| Red Door Wealth Management, LLC | 64,850 | $5.46M | 0.57% | −855−1.3% | Reduced |
| FMR LLC | 87,915 | $7.40M | 0.00% | +10,468+13.5% | Added |
| Neuberger Berman Group LLC | 88,849 | $7.47M | 0.01% | −2,853−3.1% | Reduced |
| Legal & General Group Plc | 99,374 | $8.36M | 0.00% | +18,941+23.5% | Added |
| Magnolia Group, LLC | 108,750 | $9.15M | 1.70% | +37,719+53.1% | Added |
| 683 Capital Management, LLC | 115,000 | $9.67M | 0.90% | 00.0% | Unchanged |
| Principal Financial Group Inc | 118,801 | $9.99M | 0.01% | +5,827+5.2% | Added |
| Geode Capital Management, LLC | 124,118 | $10.4M | 0.00% | +2,158+1.8% | Added |
| Dimensional Fund Advisors LP | 129,156 | $10.9M | 0.00% | +2,161+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 134,972 | $11.4M | 0.02% | 00.0% | Unchanged |
| Third Avenue Management LLC | 142,843 | $12.0M | 1.95% | −5,165−3.5% | Reduced |
| Raymond James Financial Inc | 144,932 | $12.2M | 0.00% | +132,291+1,046.5% | Added |
| Morgan Stanley | 151,764 | $12.8M | 0.00% | −17,859−10.5% | Reduced |
| Goldman Sachs Group Inc | 156,848 | $13.2M | 0.00% | +6,092+4.0% | Added |
| GoodHaven Capital Management, LLC | 163,440 | $13.7M | 4.80% | +12,385+8.2% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 237,703 | $20.0M | 0.01% | +56,723+31.3% | Added |
| BlackRock, Inc. | 326,471 | $27.5M | 0.00% | −6,418−1.9% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 364,059 | $30.6M | 0.50% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 425,002 | $35.8M | 0.00% | +425,002 | New |
| Gamco Investors, Inc. Et Al | 449,333 | $37.8M | 0.37% | −16,537−3.5% | Reduced |
| Vanguard Capital Management LLC | 1,084,608 | $91.2M | 0.00% | +1,084,608 | New |
| Gabelli Funds LLC | 1,141,900 | $96.1M | 0.65% | +1,200+0.1% | Added |
| NFC Investments, LLC | 0 | $0 | 0.00% | −113,311−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −21,717−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −20,813−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −16,531−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,551−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,465−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,898−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Merited Wealth, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| NorthAvenue LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |