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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, 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.

Institutional holdersQ2 2023: 864 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 heldQ2 2023: $29.1B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q1 2023.

Institutions holding LEN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Skandinaviska Enskilda Banken AB (publ)95,956$12.0M0.08%+33,095+52.6%Added
Montgomery Investment Management Inc96,607$12.1M4.07%−215−0.2%Reduced
State of Tennessee, Treasury Department97,861$12.3M0.05%00.0%Unchanged
Walleye Capital LLC98,064$12.3M0.22%+98,064New
Voya Investment Management LLC99,078$12.4M0.01%+5,887+6.3%Added
Schroder Investment Management Group100,394$12.6M0.02%+58,101+137.4%Added
Nomura Asset Management Co Ltd101,671$12.7M0.06%+74+0.1%Added
Asset Management One Co.,Ltd.104,035$13.0M0.06%−2,670−2.5%Reduced
Stifel Financial Corp107,003$13.4M0.02%−134,166−55.6%Reduced
JGP Wealth Management, LLC107,480$13.5M2.20%+413+0.4%Added
STRS Ohio108,021$13.5M0.06%−2,300−2.1%Reduced
Scopus Asset Management, L.P.110,000$13.8M0.48%+110,000New
TD Asset Management Inc110,375$13.8M0.02%−4,294−3.7%Reduced
National Bank of Canada111,499$14.0M0.03%+88,457+383.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.115,072$14.4M0.04%+97,922+571.0%Added
Ceredex Value Advisors LLC118,150$14.8M0.24%−171,200−59.2%Reduced
Jane Street Group, LLC118,438$14.8M0.02%+41,386+53.7%Added
Bank of Nova Scotia120,496$15.1M0.04%+103,024+589.7%Added
Illinois Municipal Retirement Fund120,908$15.2M0.30%−27,852−18.7%Reduced
Cantor Fitzgerald, L. P.121,000$15.2M0.35%+121,000New
Treasurer of the State of North Carolina121,151$15.2M0.08%−914−0.7%Reduced
Nisa Investment Advisors, LLC121,288$15.2M0.11%−2,191−1.8%Reduced
Fisher Asset Management, LLC122,175$15.3M0.01%+1,995+1.7%Added
Cubist Systematic Strategies, LLC123,302$15.5M0.17%+105,142+579.0%Added
Achmea Investment Management B.V.124,600$15.6M0.33%+26,777+27.4%Added
AXA S.A.128,784$16.1M0.05%+3,516+2.8%Added
Retirement Systems of Alabama129,379$16.2M0.07%−17,260−11.8%Reduced
Pacific Heights Asset Management LLC130,000$16.3M1.48%00.0%Unchanged
Truist Financial Corp131,386$16.5M0.03%−180,797−57.9%Reduced
Korea Investment CORP138,738$17.4M0.05%−55,953−28.7%Reduced
Factory Mutual Insurance Co139,500$17.5M0.26%00.0%Unchanged
Storebrand Asset Management AS140,129$17.6M0.08%+23,204+19.8%Added
Susquehanna International Group, LLP141,161$17.7M0.03%−70,709−33.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.141,595$17.7M0.09%+141,595New
O'Shaughnessy Asset Management, LLC143,223$17.9M0.27%+9,409+7.0%Added
Mark Asset Management LP144,971$18.2M3.17%−215−0.1%Reduced
State of New Jersey Common Pension Fund D145,009$18.2M0.06%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.145,996$18.3M0.07%−1,345−0.9%Reduced
Natixis Advisors, L.P.151,485$19.0M0.06%−4,137−2.7%Reduced
CQS (US), LLC152,120$19.1M2.29%+152,120New
Lazard Asset Management LLC159,275$20.0M0.02%+73,540+85.8%Added
Public Employees Retirement System of Ohio165,377$20.7M0.08%−3,216−1.9%Reduced
American Century Companies Inc167,040$20.9M0.02%+13,456+8.8%Added
Rafferty Asset Management, LLC169,631$21.3M0.12%−1,850−1.1%Reduced
Carlson Capital L P175,123$21.9M1.88%+117,823+205.6%Added
Squarepoint Ops LLC176,281$22.1M0.12%+24,727+16.3%Added
Mercer Global Advisors Inc178,480$22.4M0.09%+25,068+16.3%Added
Banco Bilbao Vizcaya Argentaria, S.A.180,262$22.6M0.29%−62,729−25.8%Reduced
Ensign Peak Advisors, Inc181,176$22.7M0.05%00.0%Unchanged
Teacher Retirement System of Texas185,197$23.2M0.16%+125,875+212.2%Added
Abn Amro Investment Solutions185,894$23.3M0.47%−46,000−19.8%Reduced
Brookfield Asset Management Inc.187,472$23.5M0.09%+135,007+257.3%Added
Brandywine Global Investment Management, LLC193,309$24.2M0.20%−14,136−6.8%Reduced
Bridgewater Associates, LP193,377$24.2M0.15%+65,164+50.8%Added
Jennison Associates LLC193,428$24.2M0.02%−123,246−38.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC197,114$24.7M0.11%−122,088−38.2%Reduced
Capital Investment Advisors, LLC199,782$25.0M0.76%+9,145+4.8%Added
Oregon Public Employees Retirement Fund205,105$25.7M0.31%+20,934+11.4%Added
Millennium Management LLC205,680$25.8M0.03%+2,539+1.2%Added
Prana Capital Management, LP211,524$26.5M1.77%+154,852+273.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.215,094$27.0M0.06%+15,743+7.9%Added
Edgemoor Investment Advisors, Inc.215,674$27.0M3.05%−4,309−2.0%Reduced
Swedbank AB224,018$28.1M0.05%+68,989+44.5%Added
Toronto Dominion Bank225,335$28.2M0.04%+96,435+74.8%Added
Cannell Peter B & Co Inc227,773$28.5M0.95%−4,533−2.0%Reduced
Jacobs Levy Equity Management, Inc229,420$28.7M0.17%+81,477+55.1%Added
Holocene Advisors, LP231,794$29.0M0.13%+231,794New
Schonfeld Strategic Advisors LLC232,584$29.1M0.25%+183,544+374.3%Added
Wedge Capital Management L L P234,609$29.4M0.47%−34,216−12.7%Reduced
State of Wisconsin Investment Board238,215$29.9M0.08%−41,707−14.9%Reduced
Raymond James & Associates246,681$30.9M0.03%−130.0%Reduced
Adage Capital Partners GP, L.L.C.252,817$31.7M0.07%+163,900+184.3%Added
Janus Henderson Group PLC258,258$32.4M0.02%+151,081+141.0%Added
Salem Investment Counselors Inc262,764$32.9M1.20%−4,126−1.5%Reduced
BNP Paribas Arbitrage, SA265,463$33.3M0.07%+109,954+70.7%Added
Allspring Global Investments Holdings, LLC275,149$34.5M0.06%+30,170+12.3%Added
State Board of Administration of Florida Retirement System288,898$36.2M0.08%−21,635−7.0%Reduced
Great West Life Assurance Co289,660$36.5M0.09%+92,739+47.1%Added
New York State Common Retirement Fund291,671$36.5M0.05%−22,577−7.2%Reduced
Virginia Retirement Systems Et Al296,800$37.2M0.36%00.0%Unchanged
Victory Capital Management Inc299,917$37.6M0.04%−22,387−6.9%Reduced
New York State Teachers Retirement System309,787$38.8M0.09%+2,077+0.7%Added
Alyeska Investment Group, L.P.322,960$40.5M0.31%−259,034−44.5%Reduced
Twin Tree Management, LP341,170$42.8M0.88%+250,628+276.8%Added
D. E. Shaw & Co., Inc.350,936$44.0M0.07%+33,875+10.7%Added
Citigroup Inc351,680$44.1M0.06%+8,833+2.6%Added
Glenmede Trust Co NA435,284$45.8M0.26%−1560.0%Reduced
Bank of Montreal375,053$47.1M0.03%+232,407+162.9%Added
Prudential Financial Inc381,741$47.8M0.07%−107,404−22.0%Reduced
Mitsubishi UFJ Trust & Banking Corp386,426$48.4M0.11%+1,256+0.3%Added
Acadian Asset Management LLC394,669$49.4M0.20%+138,371+54.0%Added
Oppenheimer Asset Management Inc.396,348$49.7M0.73%−137,221−25.7%Reduced
Alliancebernstein L.P.396,425$49.7M0.02%+16,412+4.3%Added
National Pension Service403,964$50.0M0.08%+11,011+2.8%Added
Credit Suisse AG400,588$50.2M0.05%+17,597+4.6%Added
Basswood Capital Management, L.L.C.405,933$50.9M3.75%−18,896−4.4%Reduced
California State Teachers Retirement System413,413$51.8M0.07%−13,898−3.3%Reduced
UBS Group AG425,190$53.3M0.02%+122,788+40.6%Added
Candlestick Capital Management LP438,230$54.9M1.85%+12,000+2.8%Added
Deutsche Bank AG442,721$55.5M0.03%−8,090−1.8%Reduced