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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 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: 939 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 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 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
Standard Life Aberdeen plc78,207$7.08M0.02%+2,566+3.4%Added
Man Group plc78,915$7.14M0.03%−11,920−13.1%Reduced
Mariner, LLC80,790$7.31M0.02%+5,381+7.1%Added
USS Investment Management Ltd80,837$7.32M0.11%+6,200+8.3%Added
Miller Investment Management, LP81,687$7.39M1.26%−3,095−3.7%Reduced
Achmea Investment Management B.V.87,231$7.40M0.25%+50,997+140.7%Added
Amalgamated Bank81,993$7.42M0.07%+16,218+24.7%Added
Royal London Asset Management Ltd83,728$7.58M0.03%−332−0.4%Reduced
American Assets Investment Management, LLC86,370$7.82M0.91%00.0%Unchanged
ExodusPoint Capital Management, LP86,998$7.87M0.12%+19,998+29.8%Added
Susquehanna Fundamental Investments, LLC88,867$8.04M0.14%−29,929−25.2%Reduced
LPL Financial LLC89,367$8.09M0.01%+5,285+6.3%Added
Tower Bridge Advisors91,431$8.27M0.69%−2,756−2.9%Reduced
Voya Investment Management LLC92,036$8.33M0.01%−44,389−32.5%Reduced
Montgomery Investment Management Inc96,822$8.76M3.11%00.0%Unchanged
Atria Investments LLC98,891$8.95M0.18%+428+0.4%Added
State of Michigan Retirement System99,015$8.96M0.06%−5,200−5.0%Reduced
M&T Bank Corp99,398$9.00M0.04%−16,851−14.5%Reduced
Allianz Asset Management GmbH101,810$9.21M0.02%+4,367+4.5%Added
Janney Montgomery Scott LLC102,355$9.26M0.04%−2,772−2.6%Reduced
Asset Management One Co.,Ltd.104,405$9.47M0.05%−3,376−3.1%Reduced
Fisher Asset Management, LLC105,852$9.58M0.01%−457,891−81.2%Reduced
JGP Wealth Management, LLC106,298$9.62M1.77%+2,162+2.1%Added
O'Shaughnessy Asset Management, LLC107,009$9.68M0.16%+42,376+65.6%Added
Trexquant Investment LP107,105$9.69M0.27%+107,105New
STRS Ohio107,763$9.75M0.04%+89,979+506.0%Added
Westpac Banking Corp108,417$9.81M0.15%−21,221−16.4%Reduced
TD Asset Management Inc111,213$10.1M0.01%−18,724−14.4%Reduced
Nisa Investment Advisors, LLC112,563$10.2M0.08%+13,993+14.2%Added
Alberta Investment Management Corp114,683$10.4M0.09%−113,045−49.6%Reduced
Callodine Capital Management, LP115,000$10.4M3.14%00.0%Unchanged
Storebrand Asset Management AS115,099$10.4M0.06%+616+0.5%Added
Susquehanna International Group, LLP116,319$10.5M0.02%+50,662+77.2%Added
Walleye Capital LLC116,409$10.5M0.23%+50,026+75.4%Added
Scopus Asset Management, L.P.117,800$10.7M0.43%+117,800New
Holocene Advisors, LP119,922$10.9M0.07%+119,922New
Treasurer of the State of North Carolina122,045$11.0M0.07%+14,169+13.1%Added
Illinois Municipal Retirement Fund124,851$11.3M0.25%−13,453−9.7%Reduced
Toronto Dominion Bank127,386$11.5M0.02%+2,540+2.0%Added
Pacific Heights Asset Management LLC130,000$11.8M1.15%00.0%Unchanged
State of New Jersey Common Pension Fund D134,854$12.2M0.05%−5,851−4.2%Reduced
State of Wisconsin Investment Board135,438$12.3M0.04%+18,810+16.1%Added
First Manhattan Co136,978$12.4M0.05%−14,790−9.7%Reduced
Factory Mutual Insurance Co139,500$12.6M0.19%00.0%Unchanged
Bank of Montreal139,988$12.7M0.01%+22,090+18.7%Added
American Century Companies Inc145,971$13.2M0.01%+107,606+280.5%Added
Chevy Chase Trust Holdings, Inc.146,663$13.3M0.06%−9,040−5.8%Reduced
Public Employees Retirement System of Ohio147,241$13.3M0.06%+20,045+15.8%Added
Mark Asset Management LP149,925$13.6M3.20%+14,962+11.1%Added
Retirement Systems of Alabama153,316$13.9M0.06%−3,078−2.0%Reduced
Natixis Advisors, L.P.154,717$14.0M0.05%−2,625−1.7%Reduced
Robeco Institutional Asset Management B.V.159,507$14.4M0.04%−40,164−20.1%Reduced
Mercer Global Advisors Inc162,852$14.7M0.07%+25,764+18.8%Added
Rafferty Asset Management, LLC166,740$15.1M0.13%+23,356+16.3%Added
Berkley W R Corp167,640$15.2M0.82%00.0%Unchanged
Korea Investment CORP168,488$15.2M0.05%−80,538−32.3%Reduced
South Dakota Investment Council169,239$15.3M0.34%−99,932−37.1%Reduced
Sandler Capital Management175,900$15.9M2.44%+105,900+151.3%Added
Ensign Peak Advisors, Inc181,176$16.4M0.04%00.0%Unchanged
Shufro Rose & Co LLC187,351$17.0M1.43%−9,171−4.7%Reduced
Capital Investment Advisors, LLC191,353$17.3M0.52%+15,751+9.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.188,379$17.3M0.05%+18,139+10.7%Added
Dendur Capital LP194,000$17.6M3.37%−123,500−38.9%Reduced
Oregon Public Employees Retirement Fund194,127$17.6M0.23%−26,273−11.9%Reduced
Great West Life Assurance Co196,261$17.8M0.05%−24,680−11.2%Reduced
Brookfield Asset Management Inc.203,344$18.4M0.07%+39,338+24.0%Added
Edgemoor Investment Advisors, Inc.222,715$20.2M2.52%−2,608−1.2%Reduced
Raymond James & Associates229,916$20.8M0.02%−28,445−11.0%Reduced
Brandywine Global Investment Management, LLC230,416$20.9M0.16%−189,977−45.2%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.236,713$21.5M0.31%−944−0.4%Reduced
Allspring Global Investments Holdings, LLC238,319$21.6M0.04%−28,820−10.8%Reduced
Todd Asset Management LLC240,456$21.8M0.53%+240,456New
Squarepoint Ops LLC241,186$21.8M0.16%+147,366+157.1%Added
Teachers Retirement System of the State of Kentucky263,628$23.9M0.25%+239,300+983.6%Added
Salem Investment Counselors Inc273,373$24.7M1.06%−4,056−1.5%Reduced
First Trust Advisors LP280,252$25.4M0.03%−38,903−12.2%Reduced
Cannell Peter B & Co Inc291,726$26.4M0.95%−438,275−60.0%Reduced
Swedbank AB294,495$26.7M0.06%−156,651−34.7%Reduced
State Board of Administration of Florida Retirement System310,533$28.1M0.07%−2,180−0.7%Reduced
New York State Teachers Retirement System316,833$28.7M0.07%−14,544−4.4%Reduced
New York State Common Retirement Fund319,898$29.0M0.04%+8,084+2.6%Added
Citigroup Inc336,450$30.4M0.04%+26,988+8.7%Added
BNP Paribas Arbitrage, SA343,235$31.1M0.08%−84,180−19.7%Reduced
Victory Capital Management Inc347,366$31.4M0.04%+10,337+3.1%Added
D. E. Shaw & Co., Inc.352,829$31.9M0.05%+105,283+42.5%Added
Jennison Associates LLC354,362$32.1M0.03%+40,393+12.9%Added
Russell Investments Group, Ltd.354,723$32.1M0.07%−34,052−8.8%Reduced
HSBC Holdings PLC357,131$32.3M0.04%+98,529+38.1%Added
Marshall Wace, LLP358,290$32.4M0.08%−136,425−27.6%Reduced
Stifel Financial Corp361,116$32.7M0.05%+297,874+471.0%Added
Los Angeles Capital Management LLC370,716$33.5M0.16%−559,035−60.1%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC373,102$33.8M0.18%+10,002+2.8%Added
Mitsubishi UFJ Trust & Banking Corp375,174$34.0M0.09%+14,886+4.1%Added
UBS Group AG386,678$35.0M0.02%−27,759−6.7%Reduced
Truist Financial Corp389,766$35.3M0.06%−23,882−5.8%Reduced
Ceredex Value Advisors LLC389,975$35.3M0.54%+69,278+21.6%Added
Prudential Financial Inc395,082$35.8M0.06%+84,814+27.3%Added
Alliancebernstein L.P.399,078$36.1M0.02%+3,027+0.8%Added
Caisse de Depot Et Placement du Quebec406,784$36.8M0.11%−65,256−13.8%Reduced
Credit Suisse AG418,512$37.9M0.04%+16,370+4.1%Added