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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
Deutsche Bank AG419,775$38.0M0.02%−16,600−3.8%Reduced
National Pension Service430,887$39.0M0.08%−22,533−5.0%Reduced
California State Teachers Retirement System431,581$39.1M0.06%+3,534+0.8%Added
Basswood Capital Management, L.L.C.436,069$39.5M2.92%+44,539+11.4%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office441,892$40.0M1.99%+441,892New
Glenmede Trust Co NA478,986$43.3M0.25%−79,022−14.2%Reduced
Qube Research & Technologies Ltd506,127$45.8M0.28%+464,382+1,112.4%Added
Rhumbline Advisers522,380$47.3M0.06%+14,499+2.9%Added
Oppenheimer Asset Management Inc.529,464$47.9M0.77%+13,272+2.6%Added
Bamco Inc535,325$48.4M0.16%+233,455+77.3%Added
Pictet Asset Management SA547,806$49.6M0.07%−54,907−9.1%Reduced
SEI Investments Co561,919$50.9M0.11%−86,439−13.3%Reduced
California Public Employees Retirement System563,737$51.0M0.04%−12,099−2.1%Reduced
Capital Research Global Investors603,853$54.6M0.02%+603,853New
RWC Asset Management LLP608,422$55.1M1.73%−3,633−0.6%Reduced
Barclays PLC630,347$57.0M0.05%+88,566+16.3%Added
Price T Rowe Associates Inc667,414$60.4M0.01%+323,531+94.1%Added
Southpoint Capital Advisors LP700,000$63.4M1.64%−200,000−22.2%Reduced
Nuveen Asset Management, LLC719,470$65.1M0.03%−369,504−33.9%Reduced
TCW Group Inc727,808$65.9M0.94%+28,120+4.0%Added
Sumitomo Mitsui Trust Holdings, Inc.757,709$68.6M0.05%−10,538−1.4%Reduced
Wells Fargo & Company775,695$70.2M0.02%−185,176−19.3%Reduced
Citadel Advisors LLC792,286$71.7M0.08%+640,665+422.5%Added
Envestnet Asset Management Inc809,476$73.3M0.04%+31,021+4.0%Added
AQR Capital Management LLC853,742$76.9M0.18%−34,793−3.9%Reduced
Amundi822,568$77.3M0.04%−218,207−21.0%Reduced
Brave Warrior Advisors, LLC878,465$79.5M2.51%−19,454−2.2%Reduced
Eminence Capital, LP926,642$83.9M1.56%−367,142−28.4%Reduced
Royal Bank of Canada932,098$84.4M0.03%+258,026+38.3%Added
Sound Shore Management Inc1,009,671$91.4M3.44%−65,318−6.1%Reduced
Swiss National Bank1,036,372$93.8M0.07%−84,823−7.6%Reduced
UBS Asset Management Americas Inc1,059,494$95.9M0.05%−48,601−4.4%Reduced
LSV Asset Management1,163,295$105.3M0.23%−125,710−9.8%Reduced
Pacer Advisors, Inc.1,167,338$105.6M0.54%+268,156+29.8%Added
Millennium Management LLC1,343,384$121.6M0.14%+472,527+54.3%Added
Maj Invest Holding A/S1,390,230$125.8M3.33%−131,511−8.6%Reduced
Nordea Investment Management AB1,398,505$126.0M0.20%+37,843+2.8%Added
Charles Schwab Investment Management Inc1,511,971$136.8M0.04%+56,584+3.9%Added
Legal & General Group Plc1,799,283$162.8M0.06%−126,707−6.6%Reduced
Goldman Sachs Group Inc1,888,396$170.9M0.05%+492,285+35.3%Added
Bank of New York Mellon Corp1,922,494$174.0M0.04%−409,679−17.6%Reduced
ACR Alpine Capital Research, LLC2,047,957$185.3M8.32%−3,035−0.1%Reduced
Ameriprise Financial Inc2,115,675$191.5M0.07%−272,565−11.4%Reduced
Neuberger Berman Group LLC2,130,235$192.8M0.19%−33,069−1.5%Reduced
Norges Bank2,195,205$198.7M0.05%+381,840+21.1%Added
Principal Financial Group Inc2,332,885$211.1M0.16%−1,660,891−41.6%Reduced
JPMorgan Chase & Co2,467,510$223.3M0.03%−780,869−24.0%Reduced
Invesco Ltd.2,529,284$228.9M0.07%+499,355+24.6%Added
Morgan Stanley2,793,411$252.8M0.03%+21,075+0.8%Added
Smead Capital Management, Inc.2,962,690$268.1M5.74%+415,350+16.3%Added
Sanders Capital, LLC2,964,584$268.3M0.70%+91,639+3.2%Added
Northern Trust Corp2,993,477$270.9M0.06%−24,586−0.8%Reduced
Bank of America Corp3,079,778$278.7M0.04%−642,345−17.3%Reduced
Dimensional Fund Advisors LP3,471,313$314.2M0.11%+24,051+0.7%Added
Geode Capital Management, LLC5,217,882$471.4M0.07%+43,201+0.8%Added
Manufacturers Life Insurance Company, The7,209,506$652.5M0.41%−3,795,687−34.5%Reduced
FMR LLC8,917,509$807.0M0.08%−898,278−9.2%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates9,264,265$838.4M14.88%−55,512−0.6%Reduced
State Street Corp10,956,842$991.6M0.06%−463,182−4.1%Reduced
Aristotle Capital Management, LLC13,699,782$1.24B2.63%−945,755−6.5%Reduced
Wellington Management Group LLP14,837,834$1.34B0.27%−2,544,286−14.6%Reduced
BlackRock Inc.20,105,878$1.82B0.06%−497,657−2.4%Reduced
Capital World Investors25,775,720$2.33B0.50%+8,668,319+50.7%Added
Vanguard Group Inc28,212,757$2.55B0.07%+232,228+0.8%Added
683 Capital Management, LLC0$00.00%−498,900−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−301,500−100.0%Sold out
Quadrature Capital Ltd0$00.00%−133,356−100.0%Sold out
NFC Investments, LLC0$00.00%−82,450−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−42,303−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−27,703−100.0%Sold out
Ergoteles LLC0$00.00%−25,812−100.0%Sold out
Nwam LLC0$00.00%−25,496−100.0%Sold out
Cipher Capital LP0$00.00%−21,506−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−18,009−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−17,236−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−16,805−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−16,218−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,495−100.0%Sold out
Virtu Financial LLC0$00.00%−11,763−100.0%Sold out
Colony Group LLC0$00.00%−11,577−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−9,659−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−9,090−100.0%Sold out
Private Advisor Group, LLC0$00.00%−7,617−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−5,994−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−5,692−100.0%Sold out
Prudent Man Advisors, LLC0$00.00%−5,393−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−5,364−100.0%Sold out
Teza Capital Management LLC0$00.00%−5,246−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−4,904−100.0%Sold out
Ritholtz Wealth Management0$00.00%−4,604−100.0%Sold out
Affinity Investment Advisors, LLC0$00.00%−4,526−100.0%Sold out
XTX Topco Ltd0$00.00%−4,266−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−4,107−100.0%Sold out
Valley Forge Investment Consultants Inc Adv0$00.00%−4,094−100.0%Sold out
Sepio Capital, LP0$00.00%−3,654−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,271−100.0%Sold out
Pearl River Capital, LLC0$00.00%−3,063−100.0%Sold out
LGL Partners, LLC0$00.00%−2,941−100.0%Sold out
Spirit of America Management Corp0$00.00%−2,800−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−2,673−100.0%Sold out