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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
Moore Capital Management, LP184,510$21.4M0.54%+184,510New
Point72 Asset Management, L.P.189,817$22.0M0.10%+189,817New
Capital Growth Management LP190,000$22.1M2.03%+190,000New
Voya Investment Management LLC192,403$22.4M0.04%−13,096−6.4%Reduced
Ensign Peak Advisors, Inc192,991$22.4M0.04%−264,785−57.8%Reduced
Shufro Rose & Co LLC195,771$22.7M1.64%−18,645−8.7%Reduced
Southpoint Capital Advisors LP200,000$23.2M0.45%00.0%Unchanged
Nomura Holdings Inc199,972$23.2M0.13%+185,668+1,298.0%Added
Wexford Capital LP206,519$24.0M2.44%+206,519New
BNP Paribas Arbitrage, SA213,755$24.8M0.06%−375,221−63.7%Reduced
Janus Henderson Group PLC217,729$25.3M0.01%+120,776+124.6%Added
Factory Mutual Insurance Co273,000$26.1M0.38%−44,919−14.1%Reduced
Oregon Public Employees Retirement Fund233,473$27.1M0.30%+26,587+12.9%Added
Edgemoor Investment Advisors, Inc.240,134$27.9M2.86%+276+0.1%Added
Great West Life Assurance Co245,170$28.4M0.06%−9,807−3.8%Reduced
Allspring Global Investments Holdings, LLC245,493$28.5M0.03%+245,493New
Banco Bilbao Vizcaya Argentaria, S.A.251,309$29.1M0.39%+43,211+20.8%Added
Healthcare of Ontario Pension Plan Trust Fund251,764$29.2M0.06%+251,764New
Westwood Holdings Group Inc.257,768$29.9M0.27%−42,652−14.2%Reduced
Waratah Capital Advisors Ltd.260,154$30.2M1.40%+51,754+24.8%Added
Oakmont Corp262,173$30.5M2.47%00.0%Unchanged
Raymond James & Associates266,850$31.0M0.03%+41,137+18.2%Added
Salem Investment Counselors Inc269,171$31.3M1.09%+3,584+1.3%Added
Brandywine Global Investment Management, LLC277,861$32.3M0.23%−7,024−2.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC280,800$32.6M0.16%−36,900−11.6%Reduced
HSBC Holdings PLC281,829$32.6M0.03%−145,422−34.0%Reduced
Rafferty Asset Management, LLC284,445$33.0M0.17%−9,903−3.4%Reduced
Caisse de Depot Et Placement du Quebec284,660$33.1M0.07%+116,392+69.2%Added
Adage Capital Partners GP, L.L.C.289,717$33.7M0.06%−4,400−1.5%Reduced
Bridgewater Associates, LP298,910$34.7M0.20%−181,024−37.7%Reduced
Citigroup Inc304,861$35.4M0.03%−71,675−19.0%Reduced
Clough Capital Partners L P309,949$36.0M2.42%−66,700−17.7%Reduced
Robeco Institutional Asset Management B.V.315,797$36.7M0.08%−6,266−1.9%Reduced
Marshall Wace, LLP324,974$37.8M0.08%+239,494+280.2%Added
Railway Pension Investments Ltd340,000$39.5M0.30%−12,200−3.5%Reduced
New York State Teachers Retirement System351,190$40.8M0.08%−1,570−0.4%Reduced
State Board of Administration of Florida Retirement System354,252$41.1M0.07%−4,454−1.2%Reduced
Wedge Capital Management L L P367,454$42.7M0.53%+84,039+29.7%Added
Mitsubishi UFJ Trust & Banking Corp386,316$44.9M0.09%−6,749−1.7%Reduced
Basswood Capital Management, L.L.C.396,991$46.1M2.12%−26,353−6.2%Reduced
Dendur Capital LP405,500$47.1M6.93%+225,500+125.3%Added
Alliancebernstein L.P.407,128$47.3M0.02%−3,946−1.0%Reduced
Victory Capital Management Inc413,226$48.0M0.04%+145,746+54.5%Added
Credit Suisse AG426,928$49.6M0.04%+31,994+8.1%Added
Prudential Financial Inc477,426$50.1M0.06%+102,126+27.2%Added
New York State Common Retirement Fund434,295$50.4M0.05%−34,790−7.4%Reduced
UBS Group AG444,178$51.6M0.02%−22,472−4.8%Reduced
National Pension Service444,700$51.7M0.09%+639+0.1%Added
First Trust Advisors LP455,535$52.9M0.05%+12,134+2.7%Added
D. E. Shaw & Co., Inc.459,480$53.4M0.07%+422,012+1,126.3%Added
California State Teachers Retirement System459,930$53.4M0.06%+4,075+0.9%Added
Rhumbline Advisers464,551$54.0M0.07%+687+0.1%Added
Los Angeles Capital Management LLC474,542$55.1M0.21%+221,184+87.3%Added
Price T Rowe Associates Inc475,913$55.3M0.00%−16,088−3.3%Reduced
Man Group plc479,100$55.7M0.18%+263,408+122.1%Added
Swedbank AB485,554$56.0M0.09%00.0%Unchanged
Deutsche Bank AG482,642$56.1M0.03%+11,104+2.4%Added
Russell Investments Group, Ltd.500,163$58.1M0.09%−624,677−55.5%Reduced
Amundi535,872$58.2M0.04%−298,866−35.8%Reduced
Bamco Inc501,525$58.3M0.12%+37,525+8.1%Added
Envestnet Asset Management Inc510,318$59.3M0.03%+14,213+2.9%Added
Cypress Funds LLC529,500$61.5M5.16%00.0%Unchanged
Jennison Associates LLC532,386$61.8M0.04%+18,265+3.6%Added
Truist Financial Corp540,626$62.8M0.10%−28,982−5.1%Reduced
Millennium Management LLC550,506$63.9M0.07%+402,289+271.4%Added
Eagle Asset Management Inc573,718$66.1M0.29%+3,815+0.7%Added
Zurich Insurance Group Ltd580,821$67.5M0.76%−27,593−4.5%Reduced
California Public Employees Retirement System584,416$67.9M0.05%−43,714−7.0%Reduced
RWC Asset Management LLP608,125$70.6M1.96%−65,724−9.8%Reduced
SEI Investments Co632,651$73.6M0.14%+81,032+14.7%Added
Sound Shore Management Inc645,629$75.0M2.08%−290,796−31.1%Reduced
Citadel Advisors LLC665,981$77.4M0.08%−329,551−33.1%Reduced
Glenmede Trust Co NA678,627$78.8M0.37%−2,405−0.4%Reduced
Pictet Asset Management SA769,814$89.4M0.09%+74,753+10.8%Added
AQR Capital Management LLC778,071$89.5M0.16%−329,134−29.7%Reduced
Fisher Asset Management, LLC770,502$89.5M0.05%+19,839+2.6%Added
Sumitomo Mitsui Trust Holdings, Inc.790,533$91.8M0.06%−17,378−2.2%Reduced
Phoenix Holdings Ltd.792,577$92.1M1.56%+184,904+30.4%Added
Nuveen Asset Management, LLC806,014$93.6M0.03%−145,539−15.3%Reduced
Wells Fargo & Company884,549$102.8M0.03%+10,351+1.2%Added
Balyasny Asset Management LLC893,229$103.8M0.44%+870,672+3,859.9%Added
TCW Group Inc981,501$114.0M0.94%+13,114+1.4%Added
Swiss National Bank1,044,095$121.3M0.07%−46,300−4.2%Reduced
Barclays PLC1,061,907$123.3M0.08%−383,732−26.5%Reduced
Eminence Capital, LP1,077,037$125.1M1.63%+57,616+5.7%Added
Goldman Sachs Group Inc1,146,721$133.2M0.03%−3,049−0.3%Reduced
UBS Asset Management Americas Inc1,248,872$145.1M0.06%−31,287−2.4%Reduced
Boston Partners1,263,209$146.5M0.18%−467,938−27.0%Reduced
Nordea Investment Management AB1,279,625$147.1M0.18%+40,121+3.2%Added
Parametric Portfolio Associates LLC1,268,949$147.4M0.08%+6,109+0.5%Added
LSV Asset Management1,274,509$148.0M0.26%−41,900−3.2%Reduced
Royal Bank of Canada1,285,472$149.3M0.04%−286,484−18.2%Reduced
Ameriprise Financial Inc1,408,139$157.1M0.04%+448,829+46.8%Added
Charles Schwab Investment Management Inc1,381,250$160.4M0.05%−75,495−5.2%Reduced
Invesco Ltd.1,551,453$180.2M0.04%−221,363−12.5%Reduced
Morgan Stanley1,705,500$198.1M0.02%+398,328+30.5%Added
Franklin Resources Inc1,910,304$221.9M0.08%+148,348+8.4%Added
Smead Capital Management, Inc.1,978,201$229.8M5.98%+309,083+18.5%Added
Legal & General Group Plc2,037,926$236.7M0.07%−144,340−6.6%Reduced
Barrow Hanley Mewhinney & Strauss LLC2,098,568$243.8M0.77%−343,320−14.1%Reduced