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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 939 | $19.3B |
| Q1 2026 | 939 | $17.8B |
| Q4 2025 | 968 | $21.1B |
| Q3 2025 | 983 | $27.0B |
| Q2 2025 | 939 | $24.9B |
| Q1 2025 | 968 | $25.5B |
| Q4 2024 | 1,021 | $30.1B |
| Q3 2024 | 1,055 | $41.0B |
| Q2 2024 | 981 | $33.6B |
| Q1 2024 | 1,021 | $38.4B |
| Q4 2023 | 950 | $33.9B |
| Q3 2023 | 875 | $25.7B |
| Q2 2023 | 864 | $29.1B |
| Q1 2023 | 789 | $25.1B |
| Q4 2022 | 764 | $21.8B |
| Q3 2022 | 703 | $18.2B |
| Q2 2022 | 727 | $16.8B |
| Q1 2022 | 765 | $19.2B |
| Q4 2021 | 821 | $28.1B |
| Q3 2021 | 749 | $23.6B |
| Q2 2021 | 759 | $25.5B |
| Q1 2021 | 732 | $26.2B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 194,127 | $17.6M | 0.23% | −26,273−11.9% | Reduced |
| Dendur Capital LP | 194,000 | $17.6M | 3.37% | −123,500−38.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188,379 | $17.3M | 0.05% | +18,139+10.7% | Added |
| Capital Investment Advisors, LLC | 191,353 | $17.3M | 0.52% | +15,751+9.0% | Added |
| Shufro Rose & Co LLC | 187,351 | $17.0M | 1.43% | −9,171−4.7% | Reduced |
| Ensign Peak Advisors, Inc | 181,176 | $16.4M | 0.04% | 00.0% | Unchanged |
| Sandler Capital Management | 175,900 | $15.9M | 2.44% | +105,900+151.3% | Added |
| South Dakota Investment Council | 169,239 | $15.3M | 0.34% | −99,932−37.1% | Reduced |
| Korea Investment CORP | 168,488 | $15.2M | 0.05% | −80,538−32.3% | Reduced |
| Berkley W R Corp | 167,640 | $15.2M | 0.82% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 166,740 | $15.1M | 0.13% | +23,356+16.3% | Added |
| Mercer Global Advisors Inc | 162,852 | $14.7M | 0.07% | +25,764+18.8% | Added |
| Robeco Institutional Asset Management B.V. | 159,507 | $14.4M | 0.04% | −40,164−20.1% | Reduced |
| Natixis Advisors, L.P. | 154,717 | $14.0M | 0.05% | −2,625−1.7% | Reduced |
| Retirement Systems of Alabama | 153,316 | $13.9M | 0.06% | −3,078−2.0% | Reduced |
| Mark Asset Management LP | 149,925 | $13.6M | 3.20% | +14,962+11.1% | Added |
| Public Employees Retirement System of Ohio | 147,241 | $13.3M | 0.06% | +20,045+15.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 146,663 | $13.3M | 0.06% | −9,040−5.8% | Reduced |
| American Century Companies Inc | 145,971 | $13.2M | 0.01% | +107,606+280.5% | Added |
| Bank of Montreal | 139,988 | $12.7M | 0.01% | +22,090+18.7% | Added |
| Factory Mutual Insurance Co | 139,500 | $12.6M | 0.19% | 00.0% | Unchanged |
| First Manhattan Co | 136,978 | $12.4M | 0.05% | −14,790−9.7% | Reduced |
| State of Wisconsin Investment Board | 135,438 | $12.3M | 0.04% | +18,810+16.1% | Added |
| State of New Jersey Common Pension Fund D | 134,854 | $12.2M | 0.05% | −5,851−4.2% | Reduced |
| Pacific Heights Asset Management LLC | 130,000 | $11.8M | 1.15% | 00.0% | Unchanged |
| Toronto Dominion Bank | 127,386 | $11.5M | 0.02% | +2,540+2.0% | Added |
| Illinois Municipal Retirement Fund | 124,851 | $11.3M | 0.25% | −13,453−9.7% | Reduced |
| Treasurer of the State of North Carolina | 122,045 | $11.0M | 0.07% | +14,169+13.1% | Added |
| Holocene Advisors, LP | 119,922 | $10.9M | 0.07% | +119,922 | New |
| Scopus Asset Management, L.P. | 117,800 | $10.7M | 0.43% | +117,800 | New |
| Walleye Capital LLC | 116,409 | $10.5M | 0.23% | +50,026+75.4% | Added |
| Susquehanna International Group, LLP | 116,319 | $10.5M | 0.02% | +50,662+77.2% | Added |
| Storebrand Asset Management AS | 115,099 | $10.4M | 0.06% | +616+0.5% | Added |
| Callodine Capital Management, LP | 115,000 | $10.4M | 3.14% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 114,683 | $10.4M | 0.09% | −113,045−49.6% | Reduced |
| Nisa Investment Advisors, LLC | 112,563 | $10.2M | 0.08% | +13,993+14.2% | Added |
| TD Asset Management Inc | 111,213 | $10.1M | 0.01% | −18,724−14.4% | Reduced |
| Westpac Banking Corp | 108,417 | $9.81M | 0.15% | −21,221−16.4% | Reduced |
| STRS Ohio | 107,763 | $9.75M | 0.04% | +89,979+506.0% | Added |
| Trexquant Investment LP | 107,105 | $9.69M | 0.27% | +107,105 | New |
| O'Shaughnessy Asset Management, LLC | 107,009 | $9.68M | 0.16% | +42,376+65.6% | Added |
| JGP Wealth Management, LLC | 106,298 | $9.62M | 1.77% | +2,162+2.1% | Added |
| Fisher Asset Management, LLC | 105,852 | $9.58M | 0.01% | −457,891−81.2% | Reduced |
| Asset Management One Co.,Ltd. | 104,405 | $9.47M | 0.05% | −3,376−3.1% | Reduced |
| Janney Montgomery Scott LLC | 102,355 | $9.26M | 0.04% | −2,772−2.6% | Reduced |
| Allianz Asset Management GmbH | 101,810 | $9.21M | 0.02% | +4,367+4.5% | Added |
| M&T Bank Corp | 99,398 | $9.00M | 0.04% | −16,851−14.5% | Reduced |
| State of Michigan Retirement System | 99,015 | $8.96M | 0.06% | −5,200−5.0% | Reduced |
| Atria Investments LLC | 98,891 | $8.95M | 0.18% | +428+0.4% | Added |
| Montgomery Investment Management Inc | 96,822 | $8.76M | 3.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 92,036 | $8.33M | 0.01% | −44,389−32.5% | Reduced |
| Tower Bridge Advisors | 91,431 | $8.27M | 0.69% | −2,756−2.9% | Reduced |
| LPL Financial LLC | 89,367 | $8.09M | 0.01% | +5,285+6.3% | Added |
| Susquehanna Fundamental Investments, LLC | 88,867 | $8.04M | 0.14% | −29,929−25.2% | Reduced |
| ExodusPoint Capital Management, LP | 86,998 | $7.87M | 0.12% | +19,998+29.8% | Added |
| American Assets Investment Management, LLC | 86,370 | $7.82M | 0.91% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 83,728 | $7.58M | 0.03% | −332−0.4% | Reduced |
| Amalgamated Bank | 81,993 | $7.42M | 0.07% | +16,218+24.7% | Added |
| Achmea Investment Management B.V. | 87,231 | $7.40M | 0.25% | +50,997+140.7% | Added |
| Miller Investment Management, LP | 81,687 | $7.39M | 1.26% | −3,095−3.7% | Reduced |
| USS Investment Management Ltd | 80,837 | $7.32M | 0.11% | +6,200+8.3% | Added |
| Mariner, LLC | 80,790 | $7.31M | 0.02% | +5,381+7.1% | Added |
| Man Group plc | 78,915 | $7.14M | 0.03% | −11,920−13.1% | Reduced |
| Standard Life Aberdeen plc | 78,207 | $7.08M | 0.02% | +2,566+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 78,093 | $7.07M | 0.13% | +14,263+22.3% | Added |
| State of Alaska, Department of Revenue | 77,484 | $7.01M | 0.09% | −2,950−3.7% | Reduced |
| Asset Management Advisors, LLC | 77,399 | $7.00M | 6.91% | −1,075−1.4% | Reduced |
| Voloridge Investment Management, LLC | 75,947 | $6.87M | 0.04% | −8,219−9.8% | Reduced |
| Carmel Capital Partners, LLC | 74,501 | $6.74M | 4.66% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 74,471 | $6.74M | 0.08% | −854−1.1% | Reduced |
| Panagora Asset Management Inc | 73,801 | $6.68M | 0.04% | +8,361+12.8% | Added |
| Arizona State Retirement System | 72,176 | $6.53M | 0.06% | +1,167+1.6% | Added |
| Manning & Napier Group, LLC | 71,204 | $6.44M | 0.08% | −2,466−3.3% | Reduced |
| American International Group, Inc. | 68,922 | $6.24M | 0.04% | −5,856−7.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 68,083 | $6.16M | 3.39% | +68,083 | New |
| First Republic Investment Management, Inc. | 67,945 | $6.15M | 0.01% | +1,437+2.2% | Added |
| State of Tennessee, Treasury Department | 67,850 | $6.14M | 0.03% | −5,672−7.7% | Reduced |
| MetLife Investment Management | 66,449 | $6.01M | 0.05% | −1,144−1.7% | Reduced |
| Coronation Fund Managers Ltd. | 65,673 | $5.94M | 0.17% | +61,661+1,536.9% | Added |
| Lyell Wealth Management, LP | 64,573 | $5.84M | 0.92% | +5,910+10.1% | Added |
| Kestra Advisory Services, LLC | 64,441 | $5.83M | 0.05% | +27,520+74.5% | Added |
| Nomura Asset Management Co Ltd | 63,939 | $5.79M | 0.03% | +3,630+6.0% | Added |
| Osborne Partners Capital Management, LLC | 63,697 | $5.76M | 0.45% | −2,592−3.9% | Reduced |
| Andra AP-fonden | 61,800 | $5.59M | 0.17% | +20,100+48.2% | Added |
| Natixis | 61,768 | $5.59M | 0.03% | −79,977−56.4% | Reduced |
| Aviva PLC | 61,710 | $5.58M | 0.03% | −14,348−18.9% | Reduced |
| The PNC Financial Services Group, Inc. | 61,527 | $5.57M | 0.01% | +3,208+5.5% | Added |
| CIBC World Markets Corp | 60,232 | $5.45M | 0.04% | +13,796+29.7% | Added |
| Zenyatta Capital Management LP | 60,000 | $5.43M | 3.03% | +40,000+200.0% | Added |
| Walleye Trading LLC | 57,549 | $5.21M | 0.13% | +9,079+18.7% | Added |
| Tredje AP-fonden | 56,756 | $5.14M | 0.09% | −6,023−9.6% | Reduced |
| Advisors Capital Management, LLC | 56,469 | $5.11M | 0.14% | −2,447−4.2% | Reduced |
| Northwest & Ethical Investments L.P. | 55,841 | $5.05M | 0.17% | +1,064+1.9% | Added |
| Synovus Financial Corp | 55,811 | $5.05M | 0.06% | +2,950+5.6% | Added |
| Crossmark Global Holdings, Inc. | 55,784 | $5.05M | 0.13% | −6,717−10.7% | Reduced |
| Swiss Life Asset Management Ltd | 54,853 | $4.98M | 0.08% | +1,486+2.8% | Added |
| Leuthold Group, LLC | 54,701 | $4.95M | 0.67% | −1,293−2.3% | Reduced |
| DnB Asset Management AS | 54,320 | $4.92M | 0.03% | −1,475−2.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 54,232 | $4.91M | 0.51% | −6,311−10.4% | Reduced |
| Legacy Trust | 53,610 | $4.85M | 1.50% | +53,610 | New |