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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, 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: 939 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 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, 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
Tudor Investment Corp Et Al59,321$6.24M0.12%+43,850+283.4%Added
Horiko Capital Management LLC61,335$6.45M3.97%+61,335New
Osborne Partners Capital Management, LLC61,441$6.46M0.47%−2,256−3.5%Reduced
Advisor Group Holdings, Inc.62,256$6.54M0.01%+15,087+32.0%Added
Skandinaviska Enskilda Banken AB (publ)62,861$6.61M0.05%+17,262+37.9%Added
ClariVest Asset Management LLC63,157$6.64M0.30%+63,138+332,305.3%Added
Meeder Asset Management Inc65,041$6.84M0.55%+20,288+45.3%Added
MetLife Investment Management65,369$6.87M0.05%−1,080−1.6%Reduced
Amalgamated Bank65,527$6.89M0.06%−16,466−20.1%Reduced
American International Group, Inc.68,794$7.23M0.05%−128−0.2%Reduced
Lyell Wealth Management, LP69,350$7.29M1.02%+4,777+7.4%Added
South Dakota Investment Council70,001$7.36M0.16%−99,238−58.6%Reduced
USS Investment Management Ltd70,284$7.39M0.10%−10,553−13.1%Reduced
Manning & Napier Group, LLC71,490$7.51M0.09%+286+0.4%Added
Arizona State Retirement System74,068$7.79M0.07%+1,892+2.6%Added
Asset Management Advisors, LLC75,969$7.99M7.63%−1,430−1.8%Reduced
Mariner, LLC76,893$8.08M0.02%−3,897−4.8%Reduced
State of Alaska, Department of Revenue76,891$8.08M0.10%−593−0.8%Reduced
Jane Street Group, LLC77,052$8.10M0.01%+70,447+1,066.6%Added
Cullen/Frost Bankers, Inc.77,229$8.12M0.15%−864−1.1%Reduced
First Manhattan Co79,200$8.32M0.03%−57,778−42.2%Reduced
Miller Investment Management, LP80,156$8.43M1.39%−1,531−1.9%Reduced
Carmel Capital Partners, LLC82,496$8.67M5.13%+7,995+10.7%Added
Royal London Asset Management Ltd83,166$8.74M0.04%−562−0.7%Reduced
Standard Life Aberdeen plc83,509$8.78M0.02%+5,302+6.8%Added
Lazard Asset Management LLC85,735$9.01M0.01%+76,101+789.9%Added
American Assets Investment Management, LLC86,370$9.08M1.05%00.0%Unchanged
First Republic Investment Management, Inc.87,842$9.23M0.02%+19,897+29.3%Added
Susquehanna Fundamental Investments, LLC88,867$9.34M0.22%00.0%Unchanged
Adage Capital Partners GP, L.L.C.88,917$9.35M0.02%+44,800+101.5%Added
Walleye Trading LLC89,457$9.40M0.33%+31,908+55.4%Added
Tower Bridge Advisors90,313$9.49M0.78%−1,118−1.2%Reduced
Twin Tree Management, LP90,542$9.52M0.27%+90,542New
LPL Financial LLC92,737$9.75M0.01%+3,370+3.8%Added
Voya Investment Management LLC93,191$9.80M0.01%+1,155+1.3%Added
Atria Investments LLC93,863$9.86M0.19%−5,028−5.1%Reduced
M&T Bank Corp94,395$9.92M0.04%−5,003−5.0%Reduced
Janney Montgomery Scott LLC96,683$10.2M0.04%−5,672−5.5%Reduced
Montgomery Investment Management Inc96,822$10.2M3.60%00.0%Unchanged
Achmea Investment Management B.V.97,823$10.3M0.30%+10,592+12.1%Added
State of Tennessee, Treasury Department97,861$10.3M0.05%+30,011+44.2%Added
Andra AP-fonden98,800$10.4M0.27%+37,000+59.9%Added
State of Michigan Retirement System99,015$10.4M0.07%00.0%Unchanged
Nomura Asset Management Co Ltd101,597$10.7M0.06%+37,658+58.9%Added
Great Lakes Advisors, LLC104,636$11.0M0.10%−33,903−24.5%Reduced
Asset Management One Co.,Ltd.106,705$11.2M0.05%+2,300+2.2%Added
JGP Wealth Management, LLC107,067$11.3M1.97%+769+0.7%Added
Janus Henderson Group PLC107,177$11.3M0.01%+80,437+300.8%Added
Alberta Investment Management Corp109,680$11.5M0.11%−5,003−4.4%Reduced
STRS Ohio110,321$11.6M0.05%+2,558+2.4%Added
TD Asset Management Inc114,669$12.1M0.01%+3,456+3.1%Added
Storebrand Asset Management AS116,925$12.3M0.06%+1,826+1.6%Added
Fisher Asset Management, LLC120,180$12.6M0.01%+14,328+13.5%Added
Treasurer of the State of North Carolina122,065$12.8M0.07%+200.0%Added
Nisa Investment Advisors, LLC123,479$13.0M0.10%+10,916+9.7%Added
AXA S.A.125,268$13.2M0.05%+121,965+3,692.6%Added
Bridgewater Associates, LP128,213$13.5M0.08%+116,587+1,002.8%Added
Toronto Dominion Bank128,900$13.5M0.02%+1,514+1.2%Added
Pacific Heights Asset Management LLC130,000$13.7M1.28%00.0%Unchanged
O'Shaughnessy Asset Management, LLC133,814$14.1M0.22%+26,805+25.0%Added
Factory Mutual Insurance Co139,500$14.7M0.23%00.0%Unchanged
Bank of Montreal142,646$15.0M0.01%+2,658+1.9%Added
State of New Jersey Common Pension Fund D145,009$15.2M0.05%+10,155+7.5%Added
Mark Asset Management LP145,186$15.3M2.90%−4,739−3.2%Reduced
Retirement Systems of Alabama146,639$15.4M0.07%−6,677−4.4%Reduced
Chevy Chase Trust Holdings, Inc.147,341$15.5M0.06%+678+0.5%Added
Jacobs Levy Equity Management, Inc147,943$15.6M0.10%+147,943New
Illinois Municipal Retirement Fund148,760$15.6M0.33%+23,909+19.2%Added
Squarepoint Ops LLC151,554$15.9M0.11%−89,632−37.2%Reduced
American Century Companies Inc153,584$16.1M0.01%+7,613+5.2%Added
Mercer Global Advisors Inc153,412$16.1M0.07%−9,440−5.8%Reduced
Swedbank AB155,029$16.3M0.03%−139,466−47.4%Reduced
BNP Paribas Arbitrage, SA155,509$16.3M0.04%−187,726−54.7%Reduced
Natixis Advisors, L.P.155,622$16.4M0.06%+905+0.6%Added
Assenagon Asset Management S.A.162,693$17.1M0.07%+160,006+5,954.8%Added
Point72 Asset Management, L.P.166,200$17.5M0.06%+166,200New
Berkley W R Corp167,640$17.6M1.12%00.0%Unchanged
Public Employees Retirement System of Ohio168,593$17.7M0.07%+21,352+14.5%Added
Rafferty Asset Management, LLC171,481$18.0M0.12%+4,741+2.8%Added
Ensign Peak Advisors, Inc181,176$19.0M0.04%00.0%Unchanged
Oregon Public Employees Retirement Fund184,171$19.4M0.24%−9,956−5.1%Reduced
Shufro Rose & Co LLC184,258$19.4M1.80%−3,093−1.7%Reduced
Capital Investment Advisors, LLC190,637$20.0M0.59%−716−0.4%Reduced
Korea Investment CORP194,691$20.5M0.06%+26,203+15.6%Added
Great West Life Assurance Co196,921$20.7M0.05%+660+0.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.199,351$21.0M0.05%+10,972+5.8%Added
Millennium Management LLC203,141$21.4M0.02%−1,140,243−84.9%Reduced
Brandywine Global Investment Management, LLC207,445$21.8M0.18%−22,971−10.0%Reduced
Susquehanna International Group, LLP211,870$22.3M0.03%+95,551+82.1%Added
Citadel Advisors LLC214,343$22.5M0.02%−577,943−72.9%Reduced
Man Group plc–$22.9M0.08%––
Edgemoor Investment Advisors, Inc.219,983$23.1M2.81%−2,732−1.2%Reduced
Nomura Holdings Inc229,341$24.1M0.24%+197,951+630.6%Added
Abn Amro Investment Solutions231,894$24.4M0.50%+231,894New
Cannell Peter B & Co Inc232,306$24.4M0.87%−59,420−20.4%Reduced
Stifel Financial Corp241,169$25.3M0.04%−119,947−33.2%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.242,991$25.5M0.32%+6,278+2.7%Added
Allspring Global Investments Holdings, LLC244,979$25.7M0.04%+6,660+2.8%Added
Raymond James & Associates246,694$25.9M0.02%+16,778+7.3%Added
Acadian Asset Management LLC256,298$26.9M0.12%+256,298New