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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 266,890 | $28.1M | 1.12% | −6,483−2.4% | Reduced |
| Wedge Capital Management L L P | 268,825 | $28.3M | 0.48% | +268,825 | New |
| Allianz Asset Management GmbH | 277,720 | $29.2M | 0.06% | +175,910+172.8% | Added |
| State of Wisconsin Investment Board | 279,922 | $29.4M | 0.09% | +144,484+106.7% | Added |
| Ceredex Value Advisors LLC | 289,350 | $30.4M | 0.47% | −100,625−25.8% | Reduced |
| Virginia Retirement Systems Et Al | 296,800 | $31.2M | 0.32% | +264,300+813.2% | Added |
| UBS Group AG | 302,402 | $31.8M | 0.01% | −84,276−21.8% | Reduced |
| New York State Teachers Retirement System | 307,710 | $32.3M | 0.08% | −9,123−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 310,533 | $32.6M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 312,183 | $32.8M | 0.06% | −77,583−19.9% | Reduced |
| New York State Common Retirement Fund | 314,248 | $33.0M | 0.04% | −5,650−1.8% | Reduced |
| Jennison Associates LLC | 316,674 | $33.3M | 0.03% | −37,688−10.6% | Reduced |
| D. E. Shaw & Co., Inc. | 317,061 | $33.3M | 0.05% | −35,768−10.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 319,202 | $33.6M | 0.17% | −53,900−14.4% | Reduced |
| Victory Capital Management Inc | 322,304 | $33.9M | 0.04% | −25,062−7.2% | Reduced |
| Balyasny Asset Management LLC | 332,795 | $35.0M | 0.11% | +332,795 | New |
| Citigroup Inc | 342,847 | $36.0M | 0.05% | +6,397+1.9% | Added |
| Prudential Financial Inc | 489,145 | $38.9M | 0.06% | +94,063+23.8% | Added |
| Los Angeles Capital Management LLC | 373,199 | $39.2M | 0.17% | +2,483+0.7% | Added |
| Alliancebernstein L.P. | 380,013 | $39.9M | 0.02% | −19,065−4.8% | Reduced |
| Credit Suisse AG | 382,991 | $40.3M | 0.04% | −35,521−8.5% | Reduced |
| National Pension Service | 392,953 | $40.3M | 0.07% | −37,934−8.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 385,170 | $40.5M | 0.10% | +9,996+2.7% | Added |
| RWC Asset Management LLP | 397,937 | $41.8M | 1.29% | −210,485−34.6% | Reduced |
| Basswood Capital Management, L.L.C. | 424,829 | $44.7M | 3.12% | −11,240−2.6% | Reduced |
| Candlestick Capital Management LP | 426,230 | $44.8M | 1.51% | +426,230 | New |
| California State Teachers Retirement System | 427,311 | $44.9M | 0.07% | −4,270−1.0% | Reduced |
| Glenmede Trust Co NA | 435,440 | $45.8M | 0.26% | −43,546−9.1% | Reduced |
| Pictet Asset Management SA | 444,403 | $46.7M | 0.06% | −103,403−18.9% | Reduced |
| Russell Investments Group, Ltd. | 449,835 | $47.2M | 0.09% | +95,112+26.8% | Added |
| Deutsche Bank AG | 450,811 | $47.4M | 0.03% | +31,036+7.4% | Added |
| Qube Research & Technologies Ltd | 456,142 | $47.9M | 0.27% | −49,985−9.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 463,616 | $48.7M | 0.06% | +413,435+823.9% | Added |
| Robeco Institutional Asset Management B.V. | 472,781 | $49.7M | 0.14% | +313,274+196.4% | Added |
| California Public Employees Retirement System | 506,637 | $53.3M | 0.05% | −57,100−10.1% | Reduced |
| Bamco Inc | 520,199 | $54.7M | 0.16% | −15,126−2.8% | Reduced |
| Rhumbline Advisers | 525,668 | $55.3M | 0.07% | +3,288+0.6% | Added |
| SEI Investments Co | 529,967 | $55.7M | 0.10% | −31,952−5.7% | Reduced |
| Oppenheimer Asset Management Inc. | 533,569 | $56.1M | 0.86% | +4,105+0.8% | Added |
| Southpoint Capital Advisors LP | 550,000 | $57.8M | 1.31% | −150,000−21.4% | Reduced |
| HSBC Holdings PLC | 571,244 | $60.0M | 0.08% | +214,113+60.0% | Added |
| Alyeska Investment Group, L.P. | 581,994 | $61.2M | 0.54% | +581,994 | New |
| Eminence Capital, LP | 627,102 | $65.9M | 1.11% | −299,540−32.3% | Reduced |
| AQR Capital Management LLC | 723,193 | $74.6M | 0.16% | −130,549−15.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 712,722 | $74.9M | 0.21% | +305,938+75.2% | Added |
| TCW Group Inc | 729,396 | $76.7M | 0.98% | +1,588+0.2% | Added |
| Nuveen Asset Management, LLC | 730,502 | $76.8M | 0.03% | +11,032+1.5% | Added |
| Wells Fargo & Company | 758,898 | $79.8M | 0.02% | −16,797−2.2% | Reduced |
| Envestnet Asset Management Inc | 4,453,933 | $84.1M | 0.04% | +3,644,457+450.2% | Added |
| Price T Rowe Associates Inc | 838,479 | $88.1M | 0.01% | +171,065+25.6% | Added |
| Sound Shore Management Inc | 840,931 | $88.4M | 3.33% | −168,740−16.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 850,112 | $89.4M | 0.07% | +92,403+12.2% | Added |
| Brave Warrior Advisors, LLC | 874,890 | $92.0M | 2.84% | −3,575−0.4% | Reduced |
| Royal Bank of Canada | 919,414 | $96.6M | 0.03% | −12,684−1.4% | Reduced |
| Barclays PLC | 927,848 | $97.5M | 0.10% | +297,501+47.2% | Added |
| Amundi | 988,186 | $103.3M | 0.06% | +165,618+20.1% | Added |
| Swiss National Bank | 1,011,072 | $106.3M | 0.07% | −25,300−2.4% | Reduced |
| UBS Asset Management Americas Inc | 1,053,205 | $110.7M | 0.05% | −6,289−0.6% | Reduced |
| LSV Asset Management | 1,062,885 | $111.7M | 0.25% | −100,410−8.6% | Reduced |
| Nordea Investment Management AB | 1,441,742 | $148.8M | 0.22% | +43,237+3.1% | Added |
| Charles Schwab Investment Management Inc | 1,529,970 | $160.8M | 0.05% | +17,999+1.2% | Added |
| Goldman Sachs Group Inc | 1,730,384 | $181.9M | 0.05% | −158,012−8.4% | Reduced |
| Legal & General Group Plc | 1,818,190 | $191.1M | 0.07% | +18,907+1.1% | Added |
| First Trust Advisors LP | 1,824,684 | $191.8M | 0.22% | +1,544,432+551.1% | Added |
| Ameriprise Financial Inc | 1,843,769 | $193.8M | 0.06% | −271,906−12.9% | Reduced |
| Bank of New York Mellon Corp | 1,899,687 | $199.7M | 0.04% | −22,807−1.2% | Reduced |
| ACR Alpine Capital Research, LLC | 2,010,199 | $211.3M | 8.60% | −37,758−1.8% | Reduced |
| Neuberger Berman Group LLC | 2,049,250 | $215.4M | 0.20% | −80,985−3.8% | Reduced |
| JPMorgan Chase & Co | 2,151,239 | $226.1M | 0.03% | −316,271−12.8% | Reduced |
| Principal Financial Group Inc | 2,267,559 | $238.3M | 0.17% | −65,326−2.8% | Reduced |
| Invesco Ltd. | 2,435,432 | $256.0M | 0.07% | −93,852−3.7% | Reduced |
| Pacer Advisors, Inc. | 2,467,501 | $259.4M | 1.11% | +1,300,163+111.4% | Added |
| Norges Bank | 2,492,397 | $262.0M | 0.06% | +297,192+13.5% | Added |
| Northern Trust Corp | 2,984,025 | $313.7M | 0.06% | −9,452−0.3% | Reduced |
| Morgan Stanley | 3,015,398 | $316.9M | 0.03% | +221,987+7.9% | Added |
| Smead Capital Management, Inc. | 3,057,384 | $321.4M | 6.40% | +94,694+3.2% | Added |
| Sanders Capital, LLC | 3,067,185 | $322.4M | 0.76% | +102,601+3.5% | Added |
| Bank of America Corp | 3,493,642 | $367.2M | 0.04% | +413,864+13.4% | Added |
| Dimensional Fund Advisors LP | 3,502,283 | $368.1M | 0.12% | +30,970+0.9% | Added |
| Geode Capital Management, LLC | 5,356,672 | $561.9M | 0.07% | +138,790+2.7% | Added |
| Manufacturers Life Insurance Company, The | 7,151,934 | $751.7M | 0.42% | −57,572−0.8% | Reduced |
| FMR LLC | 8,833,849 | $928.5M | 0.08% | −83,660−0.9% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 9,101,388 | $956.6M | 14.85% | −162,877−1.8% | Reduced |
| State Street Corp | 10,985,516 | $1.15B | 0.07% | +28,674+0.3% | Added |
| Aristotle Capital Management, LLC | 11,951,316 | $1.26B | 2.63% | −1,748,466−12.8% | Reduced |
| Wellington Management Group LLP | 14,225,495 | $1.50B | 0.30% | −612,339−4.1% | Reduced |
| BlackRock Inc. | 19,555,163 | $2.06B | 0.06% | −550,715−2.7% | Reduced |
| Capital World Investors | 26,228,972 | $2.76B | 0.57% | +453,252+1.8% | Added |
| Vanguard Group Inc | 28,376,614 | $2.98B | 0.08% | +163,857+0.6% | Added |
| Capital Research Global Investors | 0 | $0 | 0.00% | −603,853−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −441,892−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −240,456−100.0% | Sold out |
| Dendur Capital LP | 0 | $0 | 0.00% | −194,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −119,922−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −117,800−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −116,409−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −86,998−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −68,083−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −55,841−100.0% | Sold out |