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Lennar Corp

LEN
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; 939 institutions reported holding it in 13F filings for Q2 2026, worth $19.3B in total; superinvestors Berkshire Hathaway and Greenhaven Associates hold it.

Other share classesLEN.B

13F holders, Q4 2021

Institutional positions in Lennar Corp as of Dec 31, 2021. 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
821
+83 vs. Q3 2021
Shares held
242.5M
−9.56M (−3.8%) vs. Q3 2021
Total value
$28.1B
+$4.51B (+19.1%) vs. Q3 2021
New holders
143
297 more added
Sold out
60
266 more reduced

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LEN 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 holdersQ4 2021: 821 institutions
Q1 2021: 732 institutionsQ2 2021: 759 institutionsQ3 2021: 749 institutionsQ4 2021: 821 institutionsQ1 2022: 765 institutionsQ2 2022: 727 institutionsQ3 2022: 703 institutionsQ4 2022: 764 institutionsQ1 2023: 789 institutionsQ2 2023: 864 institutionsQ3 2023: 875 institutionsQ4 2023: 950 institutionsQ1 2024: 1,021 institutionsQ2 2024: 981 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,021 institutionsQ1 2025: 968 institutionsQ2 2025: 939 institutionsQ3 2025: 983 institutionsQ4 2025: 968 institutionsQ1 2026: 939 institutionsQ2 2026: 939 institutions
Value heldQ4 2021: $28.1B
Q1 2021: $26.2BQ2 2021: $25.5BQ3 2021: $23.6BQ4 2021: $28.1BQ1 2022: $19.2BQ2 2022: $16.8BQ3 2022: $18.2BQ4 2022: $21.8BQ1 2023: $25.1BQ2 2023: $29.1BQ3 2023: $25.7BQ4 2023: $33.9BQ1 2024: $38.4BQ2 2024: $33.6BQ3 2024: $41.0BQ4 2024: $30.1BQ1 2025: $25.5BQ2 2025: $24.9BQ3 2025: $27.0BQ4 2025: $21.1BQ1 2026: $17.8BQ2 2026: $19.3B
Institutions holding LEN and their total value by quarter
QuarterHoldersValue
Q2 2026939$19.3B
Q1 2026939$17.8B
Q4 2025968$21.1B
Q3 2025983$27.0B
Q2 2025939$24.9B
Q1 2025968$25.5B
Q4 20241,021$30.1B
Q3 20241,055$41.0B
Q2 2024981$33.6B
Q1 20241,021$38.4B
Q4 2023950$33.9B
Q3 2023875$25.7B
Q2 2023864$29.1B
Q1 2023789$25.1B
Q4 2022764$21.8B
Q3 2022703$18.2B
Q2 2022727$16.8B
Q1 2022765$19.2B
Q4 2021821$28.1B
Q3 2021749$23.6B
Q2 2021759$25.5B
Q1 2021732$26.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2021.

Institutions holding LEN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Leuthold Group, LLC58,584$6.80M0.80%−1,336−2.2%Reduced
Allianz Asset Management GmbH59,303$6.89M0.01%−11,102−15.8%Reduced
Lodge Hill Capital, LLC60,000$6.97M1.89%+60,000New
MetLife Investment Management60,062$6.98M0.06%−1,979−3.2%Reduced
Teacher Retirement System of Texas60,283$7.00M0.03%+15,777+35.4%Added
Hill Winds Capital LP61,000$7.09M3.33%+13,000+27.1%Added
The PNC Financial Services Group, Inc.61,236$7.11M0.01%−933−1.5%Reduced
Knights of Columbus Asset Advisors LLC62,052$7.21M0.58%+782+1.3%Added
Carlson Capital L P63,712$7.40M0.43%+17,300+37.3%Added
O'Shaughnessy Asset Management, LLC64,019$7.44M0.13%−33,817−34.6%Reduced
Illinois Municipal Retirement Fund66,386$7.71M0.22%+1,885+2.9%Added
Glassy Mountain Advisors, Inc.66,415$7.71M3.98%+66,415New
PointState Capital LP66,820$7.76M0.24%+66,820New
DekaBank Deutsche Girozentrale66,402$7.77M0.02%+6,229+10.4%Added
McKinley Capital Management LLC /Delaware67,489$7.84M0.70%−517−0.8%Reduced
Muhlenkamp & Co Inc68,236$7.93M2.76%−58−0.1%Reduced
ProShare Advisors LLC68,881$8.00M0.02%+11,756+20.6%Added
Gerber Kawasaki Wealth & Investment Management69,740$8.03M0.64%+69,432+22,542.9%Added
Swiss Life Asset Management Ltd69,350$8.05M0.10%−42,412−37.9%Reduced
Mercer Global Advisors Inc70,105$8.14M0.05%−1,444−2.0%Reduced
Andra AP-fonden70,200$8.15M0.17%−28,200−28.7%Reduced
Nan Shan Life Insurance Co., Ltd.70,450$8.18M0.12%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)71,593$8.32M0.04%+24,681+52.6%Added
Amalgamated Bank72,706$8.45M0.06%−8,973−11.0%Reduced
Advisors Asset Management, Inc.73,501$8.54M0.12%+2,029+2.8%Added
USS Investment Management Ltd73,822$8.57M0.07%00.0%Unchanged
State of Tennessee, Treasury Department74,283$8.63M0.03%+27,690+59.4%Added
Nisa Investment Advisors, LLC90,123$8.66M0.06%+14,209+18.7%Added
Arizona State Retirement System74,790$8.69M0.07%−2,599−3.4%Reduced
Cerity Partners LLC76,310$8.87M0.13%+8,510+12.6%Added
Group One Trading, L.P.77,009$8.95M0.17%+64,621+521.6%Added
Tredje AP-fonden78,409$9.11M0.18%−21,591−21.6%Reduced
Westpac Banking Corp78,706$9.14M0.09%−13,096−14.3%Reduced
Guggenheim Capital LLC78,750$9.15M0.05%+10,329+15.1%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund79,301$9.21M0.08%+250.0%Added
Squarepoint Ops LLC79,812$9.27M0.05%+15,617+24.3%Added
EULAV Asset Management80,045$9.30M0.23%−19,993−20.0%Reduced
Mirabella Financial Services LLP82,800$9.62M0.98%+82,800New
Acadian Asset Management LLC83,350$9.68M0.04%+77,654+1,363.3%Added
American International Group, Inc.85,643$9.95M0.05%+3,647+4.4%Added
American Assets Investment Management, LLC86,370$10.0M1.08%+10,000+13.1%Added
Asset Management Advisors, LLC88,439$10.3M6.96%−230−0.3%Reduced
Natixis Advisors, L.P.88,562$10.3M0.04%+7,472+9.2%Added
Myriad Asset Management Ltd.88,624$10.3M1.12%+34,400+63.4%Added
Retirement Systems of Alabama90,077$10.5M0.04%−4,256−4.5%Reduced
Royal London Asset Management Ltd90,712$10.5M0.04%−4,598−4.8%Reduced
M&T Bank Corp93,196$10.8M0.05%+5,998+6.9%Added
Prana Capital Management, LP94,313$11.0M0.87%+94,313New
Nomura Asset Management Co Ltd95,682$11.1M0.06%+38,816+68.3%Added
NN Investment Partners Holdings N.V.96,138$11.2M0.06%−2,352−2.4%Reduced
LPL Financial LLC98,262$11.4M0.01%+4,939+5.3%Added
Montgomery Investment Management Inc98,281$11.4M3.84%−1,984−2.0%Reduced
GAM Holding AG98,579$11.5M0.51%−10.0%Reduced
Treasurer of the State of North Carolina100,726$11.7M0.06%−1,050−1.0%Reduced
Northwest & Ethical Investments L.P.101,510$11.8M0.35%−789−0.8%Reduced
State of Michigan Retirement System102,988$12.0M0.06%+22,976+28.7%Added
TD Waterhouse Canada Inc.100,869$12.0M0.12%+100,869New
Osborne Partners Capital Management, LLC103,446$12.0M0.88%+2,767+2.7%Added
Stifel Financial Corp104,124$12.1M0.02%+12,706+13.9%Added
Aviva PLC104,239$12.1M0.05%+5,039+5.1%Added
Pacific Heights Asset Management LLC105,000$12.2M1.03%00.0%Unchanged
Storebrand Asset Management AS107,361$12.5M0.06%+5,559+5.5%Added
Tower Bridge Advisors108,154$12.6M0.77%+1,080+1.0%Added
Voloridge Investment Management, LLC113,288$13.2M0.07%+71,338+170.1%Added
Standard Life Aberdeen plc116,593$13.5M0.03%−11,714−9.1%Reduced
PEAK6 Investments LLC118,054$13.7M0.38%+81,310+221.3%Added
Carmel Capital Partners, LLC121,010$14.1M10.49%+121,010New
Jane Street Group, LLC121,181$14.1M0.03%−132,869−52.3%Reduced
State of Alaska, Department of Revenue121,354$14.1M0.14%−5,070−4.0%Reduced
Eaton Vance Management122,839$14.3M0.02%+41,896+51.8%Added
Asset Management One Co.,Ltd.122,976$14.3M0.05%−2,636−2.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.128,369$14.4M0.06%+14,586+12.8%Added
Pinebridge Investments, L.P.124,802$14.5M0.15%+6,443+5.4%Added
Capitolis Advisors LLC126,231$14.7M0.09%−30,680−19.6%Reduced
Renaissance Technologies LLC128,633$14.9M0.02%+128,633New
Premier Asset Management LLC132,515$15.4M2.67%−44,065−25.0%Reduced
TD Asset Management Inc133,142$15.5M0.01%−5,486−4.0%Reduced
State of Wisconsin Investment Board140,578$16.3M0.03%−9,412−6.3%Reduced
South Dakota Investment Council141,058$16.4M0.27%−18,980−11.9%Reduced
Korea Investment CORP141,250$16.4M0.04%+36,300+34.6%Added
First Republic Investment Management, Inc.142,642$16.6M0.04%+33,451+30.6%Added
Panagora Asset Management Inc145,459$16.9M0.09%−6,019−4.0%Reduced
Alberta Investment Management Corp146,984$17.1M0.10%+146,984New
Public Employees Retirement System of Ohio147,090$17.1M0.06%−7,110−4.6%Reduced
Schroder Investment Management Group147,639$17.1M0.02%+456+0.3%Added
Susquehanna International Group, LLP148,956$17.3M0.03%−208,894−58.4%Reduced
State of New Jersey Common Pension Fund D154,553$18.0M0.05%−7,587−4.7%Reduced
Beach Investment Counsel Inc155,055$18.0M2.38%+956+0.6%Added
ClariVest Asset Management LLC157,566$18.3M0.56%−4,156−2.6%Reduced
First Manhattan Co158,393$18.4M0.06%−3,450−2.1%Reduced
Toronto Dominion Bank162,883$18.9M0.03%+34,142+26.5%Added
Chevy Chase Trust Holdings, Inc.163,039$18.9M0.06%−5,626−3.3%Reduced
Bank of Montreal172,831$19.9M0.01%−416,154−70.7%Reduced
Susquehanna Fundamental Investments, LLC173,555$20.2M0.53%+144,255+492.3%Added
Summit Partners Public Asset Management, LLC175,144$20.3M0.98%+175,144New
Shellback Capital, LP180,000$20.9M1.21%−40,000−18.2%Reduced
Parallax Volatility Advisers, L.P.180,812$21.0M0.26%+180,812New
Pacer Advisors, Inc.181,837$21.1M0.22%+10,576+6.2%Added
Cannell Peter B & Co Inc181,978$21.1M0.60%−6,226−3.3%Reduced
Qube Research & Technologies Ltd182,456$21.2M0.16%+121,615+199.9%Added