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, Q2 2023
Institutional positions in Lennar Corp as of Jun 30, 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
- 864
- +79 vs. Q1 2023
- Shares held
- 232.7M
- −10.0M (−4.1%) vs. Q1 2023
- Total value
- $29.1B
- +$3.99B (+15.9%) vs. Q1 2023
- New holders
- 135
- 312 more added
- Sold out
- 56
- 279 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 938 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,126,909 | $3.52B | 0.08% | −249,705−0.9% | Reduced |
| BlackRock Inc. | 21,740,486 | $2.72B | 0.08% | +2,185,323+11.2% | Added |
| Wellington Management Group LLP | 13,565,922 | $1.70B | 0.32% | −659,573−4.6% | Reduced |
| Capital World Investors | 12,870,505 | $1.61B | 0.31% | −13,358,467−50.9% | Reduced |
| Aristotle Capital Management, LLC | 11,661,805 | $1.46B | 2.97% | −289,511−2.4% | Reduced |
| State Street Corp | 11,439,644 | $1.43B | 0.08% | +454,128+4.1% | Added |
| FMR LLC | 10,980,063 | $1.38B | 0.12% | +2,146,214+24.3% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 9,066,250 | $1.14B | 15.09% | −35,138−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 6,177,362 | $774.1M | 0.43% | −974,572−13.6% | Reduced |
| Geode Capital Management, LLC | 5,466,631 | $683.3M | 0.08% | +109,959+2.1% | Added |
| Dimensional Fund Advisors LP | 3,533,485 | $442.8M | 0.14% | +31,202+0.9% | Added |
| Morgan Stanley | 3,325,124 | $416.7M | 0.04% | +309,726+10.3% | Added |
| Smead Capital Management, Inc. | 3,012,527 | $377.5M | 7.50% | −44,857−1.5% | Reduced |
| Bank of America Corp | 2,840,668 | $356.0M | 0.04% | −652,974−18.7% | Reduced |
| Northern Trust Corp | 2,758,672 | $345.7M | 0.07% | −225,353−7.6% | Reduced |
| Norges Bank | 2,611,410 | $327.2M | 0.06% | +119,013+4.8% | Added |
| Invesco Ltd. | 2,417,454 | $302.9M | 0.08% | −17,978−0.7% | Reduced |
| Pacer Advisors, Inc. | 2,285,838 | $286.4M | 1.15% | −181,663−7.4% | Reduced |
| Principal Financial Group Inc | 2,280,276 | $285.7M | 0.20% | +12,717+0.6% | Added |
| Sanders Capital, LLC | 2,149,344 | $269.3M | 0.56% | −917,841−29.9% | Reduced |
| Goldman Sachs Group Inc | 2,133,706 | $267.4M | 0.07% | +403,322+23.3% | Added |
| Ameriprise Financial Inc | 2,004,769 | $251.2M | 0.08% | +161,000+8.7% | Added |
| Neuberger Berman Group LLC | 1,997,494 | $250.3M | 0.22% | −51,756−2.5% | Reduced |
| Bank of New York Mellon Corp | 1,838,867 | $230.4M | 0.05% | −60,820−3.2% | Reduced |
| First Trust Advisors LP | 1,819,042 | $227.9M | 0.26% | −5,642−0.3% | Reduced |
| Legal & General Group Plc | 1,783,607 | $223.5M | 0.07% | −34,583−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,706,904 | $213.9M | 0.26% | +1,243,288+268.2% | Added |
| JPMorgan Chase & Co | 1,619,000 | $202.9M | 0.02% | −532,239−24.7% | Reduced |
| ACR Alpine Capital Research, LLC | 1,595,400 | $199.9M | 7.54% | −414,799−20.6% | Reduced |
| Nordea Investment Management AB | 1,598,433 | $198.8M | 0.27% | +156,691+10.9% | Added |
| Charles Schwab Investment Management Inc | 1,526,442 | $191.3M | 0.05% | −3,528−0.2% | Reduced |
| Qube Research & Technologies Ltd | 1,150,258 | $144.1M | 0.56% | +694,116+152.2% | Added |
| Balyasny Asset Management LLC | 1,102,868 | $138.2M | 0.39% | +770,073+231.4% | Added |
| AQR Capital Management LLC | 1,017,201 | $126.5M | 0.27% | +294,008+40.7% | Added |
| LSV Asset Management | 936,598 | $117.4M | 0.26% | −126,287−11.9% | Reduced |
| Swiss National Bank | 916,572 | $114.9M | 0.08% | −94,500−9.3% | Reduced |
| Royal Bank of Canada | 889,414 | $111.5M | 0.03% | −30,000−3.3% | Reduced |
| UBS Asset Management Americas Inc | 1,053,205 | $110.7M | 0.05% | 00.0% | Unchanged |
| Amundi | 855,206 | $107.1M | 0.05% | −132,980−13.5% | Reduced |
| Southpoint Capital Advisors LP | 850,000 | $106.5M | 2.31% | +300,000+54.5% | Added |
| Caisse de Depot Et Placement du Quebec | 814,206 | $102.0M | 0.27% | +101,484+14.2% | Added |
| Barclays PLC | 801,317 | $100.4M | 0.07% | −126,531−13.6% | Reduced |
| Wells Fargo & Company | 799,603 | $100.2M | 0.03% | +40,705+5.4% | Added |
| TCW Group Inc | 778,257 | $97.5M | 1.08% | +48,861+6.7% | Added |
| Envestnet Asset Management Inc | 759,647 | $95.2M | 0.04% | −3,694,286−82.9% | Reduced |
| HSBC Holdings PLC | 751,951 | $94.2M | 0.10% | +180,707+31.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 743,551 | $93.2M | 0.07% | −106,561−12.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 729,428 | $91.4M | 0.24% | +256,647+54.3% | Added |
| Nuveen Asset Management, LLC | 726,929 | $91.1M | 0.03% | −3,573−0.5% | Reduced |
| Brave Warrior Advisors, LLC | 723,116 | $90.6M | 2.39% | −151,774−17.3% | Reduced |
| Man Group plc | 711,680 | $89.2M | 0.28% | – | – |
| Bamco Inc | 588,191 | $73.7M | 0.20% | +67,992+13.1% | Added |
| Eminence Capital, LP | 580,515 | $72.7M | 1.31% | −46,587−7.4% | Reduced |
| Citadel Advisors LLC | 557,924 | $69.9M | 0.08% | +343,581+160.3% | Added |
| Russell Investments Group, Ltd. | 525,721 | $65.8M | 0.13% | +75,886+16.9% | Added |
| Rhumbline Advisers | 524,377 | $65.7M | 0.07% | −1,291−0.2% | Reduced |
| SEI Investments Co | 521,105 | $65.3M | 0.11% | −8,862−1.7% | Reduced |
| California Public Employees Retirement System | 493,453 | $61.8M | 0.05% | −13,184−2.6% | Reduced |
| Allianz Asset Management GmbH | 487,437 | $61.1M | 0.13% | +209,717+75.5% | Added |
| Palestra Capital Management LLC | 465,000 | $58.3M | 2.88% | +465,000 | New |
| Pictet Asset Management SA | 457,811 | $57.4M | 0.07% | +13,408+3.0% | Added |
| Los Angeles Capital Management LLC | 447,301 | $56.1M | 0.22% | +74,102+19.9% | Added |
| Sound Shore Management Inc | 447,287 | $56.0M | 2.07% | −393,644−46.8% | Reduced |
| Price T Rowe Associates Inc | 443,929 | $55.6M | 0.01% | −394,550−47.1% | Reduced |
| Deutsche Bank AG | 442,721 | $55.5M | 0.03% | −8,090−1.8% | Reduced |
| Candlestick Capital Management LP | 438,230 | $54.9M | 1.85% | +12,000+2.8% | Added |
| UBS Group AG | 425,190 | $53.3M | 0.02% | +122,788+40.6% | Added |
| California State Teachers Retirement System | 413,413 | $51.8M | 0.07% | −13,898−3.3% | Reduced |
| Basswood Capital Management, L.L.C. | 405,933 | $50.9M | 3.75% | −18,896−4.4% | Reduced |
| Credit Suisse AG | 400,588 | $50.2M | 0.05% | +17,597+4.6% | Added |
| National Pension Service | 403,964 | $50.0M | 0.08% | +11,011+2.8% | Added |
| Alliancebernstein L.P. | 396,425 | $49.7M | 0.02% | +16,412+4.3% | Added |
| Oppenheimer Asset Management Inc. | 396,348 | $49.7M | 0.73% | −137,221−25.7% | Reduced |
| Acadian Asset Management LLC | 394,669 | $49.4M | 0.20% | +138,371+54.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 386,426 | $48.4M | 0.11% | +1,256+0.3% | Added |
| Prudential Financial Inc | 381,741 | $47.8M | 0.07% | −107,404−22.0% | Reduced |
| Bank of Montreal | 375,053 | $47.1M | 0.03% | +232,407+162.9% | Added |
| Glenmede Trust Co NA | 435,284 | $45.8M | 0.26% | −1560.0% | Reduced |
| Citigroup Inc | 351,680 | $44.1M | 0.06% | +8,833+2.6% | Added |
| D. E. Shaw & Co., Inc. | 350,936 | $44.0M | 0.07% | +33,875+10.7% | Added |
| Twin Tree Management, LP | 341,170 | $42.8M | 0.88% | +250,628+276.8% | Added |
| Alyeska Investment Group, L.P. | 322,960 | $40.5M | 0.31% | −259,034−44.5% | Reduced |
| New York State Teachers Retirement System | 309,787 | $38.8M | 0.09% | +2,077+0.7% | Added |
| Victory Capital Management Inc | 299,917 | $37.6M | 0.04% | −22,387−6.9% | Reduced |
| Virginia Retirement Systems Et Al | 296,800 | $37.2M | 0.36% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 291,671 | $36.5M | 0.05% | −22,577−7.2% | Reduced |
| Great West Life Assurance Co | 289,660 | $36.5M | 0.09% | +92,739+47.1% | Added |
| State Board of Administration of Florida Retirement System | 288,898 | $36.2M | 0.08% | −21,635−7.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 275,149 | $34.5M | 0.06% | +30,170+12.3% | Added |
| BNP Paribas Arbitrage, SA | 265,463 | $33.3M | 0.07% | +109,954+70.7% | Added |
| Salem Investment Counselors Inc | 262,764 | $32.9M | 1.20% | −4,126−1.5% | Reduced |
| Janus Henderson Group PLC | 258,258 | $32.4M | 0.02% | +151,081+141.0% | Added |
| Adage Capital Partners GP, L.L.C. | 252,817 | $31.7M | 0.07% | +163,900+184.3% | Added |
| Raymond James & Associates | 246,681 | $30.9M | 0.03% | −130.0% | Reduced |
| State of Wisconsin Investment Board | 238,215 | $29.9M | 0.08% | −41,707−14.9% | Reduced |
| Wedge Capital Management L L P | 234,609 | $29.4M | 0.47% | −34,216−12.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 232,584 | $29.1M | 0.25% | +183,544+374.3% | Added |
| Holocene Advisors, LP | 231,794 | $29.0M | 0.13% | +231,794 | New |
| Jacobs Levy Equity Management, Inc | 229,420 | $28.7M | 0.17% | +81,477+55.1% | Added |
| Cannell Peter B & Co Inc | 227,773 | $28.5M | 0.95% | −4,533−2.0% | Reduced |