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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 2 open-market purchases and 0 sales; 938 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 2022

Institutional positions in Lennar Corp as of Dec 31, 2022. 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
764
+74 vs. Q3 2022
Shares held
240.8M
−2.09M (−0.9%) vs. Q3 2022
Total value
$21.8B
+$3.66B (+20.2%) vs. Q3 2022
New holders
125
258 more added
Sold out
51
269 more reduced

13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 764 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: 938 institutions
Value heldQ4 2022: $21.8B
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 2026938$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 2022

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2022.

Institutions holding LEN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc28,212,757$2.55B0.07%+232,228+0.8%Added
Capital World Investors25,775,720$2.33B0.50%+8,668,319+50.7%Added
BlackRock Inc.20,105,878$1.82B0.06%−497,657−2.4%Reduced
Wellington Management Group LLP14,837,834$1.34B0.27%−2,544,286−14.6%Reduced
Aristotle Capital Management, LLC13,699,782$1.24B2.63%−945,755−6.5%Reduced
State Street Corp10,956,842$991.6M0.06%−463,182−4.1%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates9,264,265$838.4M14.88%−55,512−0.6%Reduced
FMR LLC8,917,509$807.0M0.08%−898,278−9.2%Reduced
Manufacturers Life Insurance Company, The7,209,506$652.5M0.41%−3,795,687−34.5%Reduced
Geode Capital Management, LLC5,217,882$471.4M0.07%+43,201+0.8%Added
Dimensional Fund Advisors LP3,471,313$314.2M0.11%+24,051+0.7%Added
Bank of America Corp3,079,778$278.7M0.04%−642,345−17.3%Reduced
Northern Trust Corp2,993,477$270.9M0.06%−24,586−0.8%Reduced
Sanders Capital, LLC2,964,584$268.3M0.70%+91,639+3.2%Added
Smead Capital Management, Inc.2,962,690$268.1M5.74%+415,350+16.3%Added
Morgan Stanley2,793,411$252.8M0.03%+21,075+0.8%Added
Invesco Ltd.2,529,284$228.9M0.07%+499,355+24.6%Added
JPMorgan Chase & Co2,467,510$223.3M0.03%−780,869−24.0%Reduced
Principal Financial Group Inc2,332,885$211.1M0.16%−1,660,891−41.6%Reduced
Norges Bank2,195,205$198.7M0.05%+381,840+21.1%Added
Neuberger Berman Group LLC2,130,235$192.8M0.19%−33,069−1.5%Reduced
Ameriprise Financial Inc2,115,675$191.5M0.07%−272,565−11.4%Reduced
ACR Alpine Capital Research, LLC2,047,957$185.3M8.32%−3,035−0.1%Reduced
Bank of New York Mellon Corp1,922,494$174.0M0.04%−409,679−17.6%Reduced
Goldman Sachs Group Inc1,888,396$170.9M0.05%+492,285+35.3%Added
Legal & General Group Plc1,799,283$162.8M0.06%−126,707−6.6%Reduced
Charles Schwab Investment Management Inc1,511,971$136.8M0.04%+56,584+3.9%Added
Nordea Investment Management AB1,398,505$126.0M0.20%+37,843+2.8%Added
Maj Invest Holding A/S1,390,230$125.8M3.33%−131,511−8.6%Reduced
Millennium Management LLC1,343,384$121.6M0.14%+472,527+54.3%Added
Pacer Advisors, Inc.1,167,338$105.6M0.54%+268,156+29.8%Added
LSV Asset Management1,163,295$105.3M0.23%−125,710−9.8%Reduced
UBS Asset Management Americas Inc1,059,494$95.9M0.05%−48,601−4.4%Reduced
Swiss National Bank1,036,372$93.8M0.07%−84,823−7.6%Reduced
Sound Shore Management Inc1,009,671$91.4M3.44%−65,318−6.1%Reduced
Royal Bank of Canada932,098$84.4M0.03%+258,026+38.3%Added
Eminence Capital, LP926,642$83.9M1.56%−367,142−28.4%Reduced
Brave Warrior Advisors, LLC878,465$79.5M2.51%−19,454−2.2%Reduced
Amundi822,568$77.3M0.04%−218,207−21.0%Reduced
AQR Capital Management LLC853,742$76.9M0.18%−34,793−3.9%Reduced
Envestnet Asset Management Inc809,476$73.3M0.04%+31,021+4.0%Added
Citadel Advisors LLC792,286$71.7M0.08%+640,665+422.5%Added
Wells Fargo & Company775,695$70.2M0.02%−185,176−19.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.757,709$68.6M0.05%−10,538−1.4%Reduced
TCW Group Inc727,808$65.9M0.94%+28,120+4.0%Added
Nuveen Asset Management, LLC719,470$65.1M0.03%−369,504−33.9%Reduced
Southpoint Capital Advisors LP700,000$63.4M1.64%−200,000−22.2%Reduced
Price T Rowe Associates Inc667,414$60.4M0.01%+323,531+94.1%Added
Barclays PLC630,347$57.0M0.05%+88,566+16.3%Added
RWC Asset Management LLP608,422$55.1M1.73%−3,633−0.6%Reduced
Capital Research Global Investors603,853$54.6M0.02%+603,853New
California Public Employees Retirement System563,737$51.0M0.04%−12,099−2.1%Reduced
SEI Investments Co561,919$50.9M0.11%−86,439−13.3%Reduced
Pictet Asset Management SA547,806$49.6M0.07%−54,907−9.1%Reduced
Bamco Inc535,325$48.4M0.16%+233,455+77.3%Added
Oppenheimer Asset Management Inc.529,464$47.9M0.77%+13,272+2.6%Added
Rhumbline Advisers522,380$47.3M0.06%+14,499+2.9%Added
Qube Research & Technologies Ltd506,127$45.8M0.28%+464,382+1,112.4%Added
Glenmede Trust Co NA478,986$43.3M0.25%−79,022−14.2%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office441,892$40.0M1.99%+441,892New
Basswood Capital Management, L.L.C.436,069$39.5M2.92%+44,539+11.4%Added
California State Teachers Retirement System431,581$39.1M0.06%+3,534+0.8%Added
National Pension Service430,887$39.0M0.08%−22,533−5.0%Reduced
Deutsche Bank AG419,775$38.0M0.02%−16,600−3.8%Reduced
Credit Suisse AG418,512$37.9M0.04%+16,370+4.1%Added
Caisse de Depot Et Placement du Quebec406,784$36.8M0.11%−65,256−13.8%Reduced
Alliancebernstein L.P.399,078$36.1M0.02%+3,027+0.8%Added
Prudential Financial Inc395,082$35.8M0.06%+84,814+27.3%Added
Ceredex Value Advisors LLC389,975$35.3M0.54%+69,278+21.6%Added
Truist Financial Corp389,766$35.3M0.06%−23,882−5.8%Reduced
UBS Group AG386,678$35.0M0.02%−27,759−6.7%Reduced
Mitsubishi UFJ Trust & Banking Corp375,174$34.0M0.09%+14,886+4.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC373,102$33.8M0.18%+10,002+2.8%Added
Los Angeles Capital Management LLC370,716$33.5M0.16%−559,035−60.1%Reduced
Stifel Financial Corp361,116$32.7M0.05%+297,874+471.0%Added
Marshall Wace, LLP358,290$32.4M0.08%−136,425−27.6%Reduced
HSBC Holdings PLC357,131$32.3M0.04%+98,529+38.1%Added
Russell Investments Group, Ltd.354,723$32.1M0.07%−34,052−8.8%Reduced
Jennison Associates LLC354,362$32.1M0.03%+40,393+12.9%Added
D. E. Shaw & Co., Inc.352,829$31.9M0.05%+105,283+42.5%Added
Victory Capital Management Inc347,366$31.4M0.04%+10,337+3.1%Added
BNP Paribas Arbitrage, SA343,235$31.1M0.08%−84,180−19.7%Reduced
Citigroup Inc336,450$30.4M0.04%+26,988+8.7%Added
New York State Common Retirement Fund319,898$29.0M0.04%+8,084+2.6%Added
New York State Teachers Retirement System316,833$28.7M0.07%−14,544−4.4%Reduced
State Board of Administration of Florida Retirement System310,533$28.1M0.07%−2,180−0.7%Reduced
Swedbank AB294,495$26.7M0.06%−156,651−34.7%Reduced
Cannell Peter B & Co Inc291,726$26.4M0.95%−438,275−60.0%Reduced
First Trust Advisors LP280,252$25.4M0.03%−38,903−12.2%Reduced
Salem Investment Counselors Inc273,373$24.7M1.06%−4,056−1.5%Reduced
Teachers Retirement System of the State of Kentucky263,628$23.9M0.25%+239,300+983.6%Added
Squarepoint Ops LLC241,186$21.8M0.16%+147,366+157.1%Added
Todd Asset Management LLC240,456$21.8M0.53%+240,456New
Allspring Global Investments Holdings, LLC238,319$21.6M0.04%−28,820−10.8%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.236,713$21.5M0.31%−944−0.4%Reduced
Brandywine Global Investment Management, LLC230,416$20.9M0.16%−189,977−45.2%Reduced
Raymond James & Associates229,916$20.8M0.02%−28,445−11.0%Reduced
Edgemoor Investment Advisors, Inc.222,715$20.2M2.52%−2,608−1.2%Reduced
Brookfield Asset Management Inc.203,344$18.4M0.07%+39,338+24.0%Added
Great West Life Assurance Co196,261$17.8M0.05%−24,680−11.2%Reduced