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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, Q1 2023

Institutional positions in Lennar Corp as of Mar 31, 2023. 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
789
+37 vs. Q4 2022
Shares held
242.8M
+2.07M (+0.9%) vs. Q4 2022
Total value
$25.1B
+$3.36B (+15.4%) vs. Q4 2022
New holders
106
280 more added
Sold out
69
276 more reduced

12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 789 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 heldQ1 2023: $25.1B
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 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, Q1 2023

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2022.

Institutions holding LEN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc28,376,614$2.98B0.08%+163,857+0.6%Added
Capital World Investors26,228,972$2.76B0.57%+453,252+1.8%Added
BlackRock Inc.19,555,163$2.06B0.06%−550,715−2.7%Reduced
Wellington Management Group LLP14,225,495$1.50B0.30%−612,339−4.1%Reduced
Aristotle Capital Management, LLC11,951,316$1.26B2.63%−1,748,466−12.8%Reduced
State Street Corp10,985,516$1.15B0.07%+28,674+0.3%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates9,101,388$956.6M14.85%−162,877−1.8%Reduced
FMR LLC8,833,849$928.5M0.08%−83,660−0.9%Reduced
Manufacturers Life Insurance Company, The7,151,934$751.7M0.42%−57,572−0.8%Reduced
Geode Capital Management, LLC5,356,672$561.9M0.07%+138,790+2.7%Added
Dimensional Fund Advisors LP3,502,283$368.1M0.12%+30,970+0.9%Added
Bank of America Corp3,493,642$367.2M0.04%+413,864+13.4%Added
Sanders Capital, LLC3,067,185$322.4M0.76%+102,601+3.5%Added
Smead Capital Management, Inc.3,057,384$321.4M6.40%+94,694+3.2%Added
Morgan Stanley3,015,398$316.9M0.03%+221,987+7.9%Added
Northern Trust Corp2,984,025$313.7M0.06%−9,452−0.3%Reduced
Norges Bank2,492,397$262.0M0.06%+297,192+13.5%Added
Pacer Advisors, Inc.2,467,501$259.4M1.11%+1,300,163+111.4%Added
Invesco Ltd.2,435,432$256.0M0.07%−93,852−3.7%Reduced
Principal Financial Group Inc2,267,559$238.3M0.17%−65,326−2.8%Reduced
JPMorgan Chase & Co2,151,239$226.1M0.03%−316,271−12.8%Reduced
Neuberger Berman Group LLC2,049,250$215.4M0.20%−80,985−3.8%Reduced
ACR Alpine Capital Research, LLC2,010,199$211.3M8.60%−37,758−1.8%Reduced
Bank of New York Mellon Corp1,899,687$199.7M0.04%−22,807−1.2%Reduced
Ameriprise Financial Inc1,843,769$193.8M0.06%−271,906−12.9%Reduced
First Trust Advisors LP1,824,684$191.8M0.22%+1,544,432+551.1%Added
Legal & General Group Plc1,818,190$191.1M0.07%+18,907+1.1%Added
Goldman Sachs Group Inc1,730,384$181.9M0.05%−158,012−8.4%Reduced
Charles Schwab Investment Management Inc1,529,970$160.8M0.05%+17,999+1.2%Added
Nordea Investment Management AB1,441,742$148.8M0.22%+43,237+3.1%Added
LSV Asset Management1,062,885$111.7M0.25%−100,410−8.6%Reduced
UBS Asset Management Americas Inc1,053,205$110.7M0.05%−6,289−0.6%Reduced
Swiss National Bank1,011,072$106.3M0.07%−25,300−2.4%Reduced
Amundi988,186$103.3M0.06%+165,618+20.1%Added
Barclays PLC927,848$97.5M0.10%+297,501+47.2%Added
Royal Bank of Canada919,414$96.6M0.03%−12,684−1.4%Reduced
Brave Warrior Advisors, LLC874,890$92.0M2.84%−3,575−0.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.850,112$89.4M0.07%+92,403+12.2%Added
Sound Shore Management Inc840,931$88.4M3.33%−168,740−16.7%Reduced
Price T Rowe Associates Inc838,479$88.1M0.01%+171,065+25.6%Added
Envestnet Asset Management Inc4,453,933$84.1M0.04%+3,644,457+450.2%Added
Wells Fargo & Company758,898$79.8M0.02%−16,797−2.2%Reduced
Nuveen Asset Management, LLC730,502$76.8M0.03%+11,032+1.5%Added
TCW Group Inc729,396$76.7M0.98%+1,588+0.2%Added
Caisse de Depot Et Placement du Quebec712,722$74.9M0.21%+305,938+75.2%Added
AQR Capital Management LLC723,193$74.6M0.16%−130,549−15.3%Reduced
Eminence Capital, LP627,102$65.9M1.11%−299,540−32.3%Reduced
Alyeska Investment Group, L.P.581,994$61.2M0.54%+581,994New
HSBC Holdings PLC571,244$60.0M0.08%+214,113+60.0%Added
Southpoint Capital Advisors LP550,000$57.8M1.31%−150,000−21.4%Reduced
Oppenheimer Asset Management Inc.533,569$56.1M0.86%+4,105+0.8%Added
SEI Investments Co529,967$55.7M0.10%−31,952−5.7%Reduced
Rhumbline Advisers525,668$55.3M0.07%+3,288+0.6%Added
Bamco Inc520,199$54.7M0.16%−15,126−2.8%Reduced
California Public Employees Retirement System506,637$53.3M0.05%−57,100−10.1%Reduced
Robeco Institutional Asset Management B.V.472,781$49.7M0.14%+313,274+196.4%Added
Arrowstreet Capital, Limited Partnership463,616$48.7M0.06%+413,435+823.9%Added
Qube Research & Technologies Ltd456,142$47.9M0.27%−49,985−9.9%Reduced
Deutsche Bank AG450,811$47.4M0.03%+31,036+7.4%Added
Russell Investments Group, Ltd.449,835$47.2M0.09%+95,112+26.8%Added
Pictet Asset Management SA444,403$46.7M0.06%−103,403−18.9%Reduced
Glenmede Trust Co NA435,440$45.8M0.26%−43,546−9.1%Reduced
California State Teachers Retirement System427,311$44.9M0.07%−4,270−1.0%Reduced
Candlestick Capital Management LP426,230$44.8M1.51%+426,230New
Basswood Capital Management, L.L.C.424,829$44.7M3.12%−11,240−2.6%Reduced
RWC Asset Management LLP397,937$41.8M1.29%−210,485−34.6%Reduced
Mitsubishi UFJ Trust & Banking Corp385,170$40.5M0.10%+9,996+2.7%Added
National Pension Service392,953$40.3M0.07%−37,934−8.8%Reduced
Credit Suisse AG382,991$40.3M0.04%−35,521−8.5%Reduced
Alliancebernstein L.P.380,013$39.9M0.02%−19,065−4.8%Reduced
Los Angeles Capital Management LLC373,199$39.2M0.17%+2,483+0.7%Added
Prudential Financial Inc489,145$38.9M0.06%+94,063+23.8%Added
Citigroup Inc342,847$36.0M0.05%+6,397+1.9%Added
Balyasny Asset Management LLC332,795$35.0M0.11%+332,795New
Victory Capital Management Inc322,304$33.9M0.04%−25,062−7.2%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC319,202$33.6M0.17%−53,900−14.4%Reduced
D. E. Shaw & Co., Inc.317,061$33.3M0.05%−35,768−10.1%Reduced
Jennison Associates LLC316,674$33.3M0.03%−37,688−10.6%Reduced
New York State Common Retirement Fund314,248$33.0M0.04%−5,650−1.8%Reduced
Truist Financial Corp312,183$32.8M0.06%−77,583−19.9%Reduced
State Board of Administration of Florida Retirement System310,533$32.6M0.08%00.0%Unchanged
New York State Teachers Retirement System307,710$32.3M0.08%−9,123−2.9%Reduced
UBS Group AG302,402$31.8M0.01%−84,276−21.8%Reduced
Virginia Retirement Systems Et Al296,800$31.2M0.32%+264,300+813.2%Added
Ceredex Value Advisors LLC289,350$30.4M0.47%−100,625−25.8%Reduced
State of Wisconsin Investment Board279,922$29.4M0.09%+144,484+106.7%Added
Allianz Asset Management GmbH277,720$29.2M0.06%+175,910+172.8%Added
Wedge Capital Management L L P268,825$28.3M0.48%+268,825New
Salem Investment Counselors Inc266,890$28.1M1.12%−6,483−2.4%Reduced
Acadian Asset Management LLC256,298$26.9M0.12%+256,298New
Raymond James & Associates246,694$25.9M0.02%+16,778+7.3%Added
Allspring Global Investments Holdings, LLC244,979$25.7M0.04%+6,660+2.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.242,991$25.5M0.32%+6,278+2.7%Added
Stifel Financial Corp241,169$25.3M0.04%−119,947−33.2%Reduced
Cannell Peter B & Co Inc232,306$24.4M0.87%−59,420−20.4%Reduced
Abn Amro Investment Solutions231,894$24.4M0.50%+231,894New
Nomura Holdings Inc229,341$24.1M0.24%+197,951+630.6%Added
Edgemoor Investment Advisors, Inc.219,983$23.1M2.81%−2,732−1.2%Reduced
Man Group plc–$22.9M0.08%––
Citadel Advisors LLC214,343$22.5M0.02%−577,943−72.9%Reduced