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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
Price T Rowe Associates Inc443,929$55.6M0.01%−394,550−47.1%Reduced
Sound Shore Management Inc447,287$56.0M2.07%−393,644−46.8%Reduced
Los Angeles Capital Management LLC447,301$56.1M0.22%+74,102+19.9%Added
Pictet Asset Management SA457,811$57.4M0.07%+13,408+3.0%Added
Palestra Capital Management LLC465,000$58.3M2.88%+465,000New
Allianz Asset Management GmbH487,437$61.1M0.13%+209,717+75.5%Added
California Public Employees Retirement System493,453$61.8M0.05%−13,184−2.6%Reduced
SEI Investments Co521,105$65.3M0.11%−8,862−1.7%Reduced
Rhumbline Advisers524,377$65.7M0.07%−1,291−0.2%Reduced
Russell Investments Group, Ltd.525,721$65.8M0.13%+75,886+16.9%Added
Citadel Advisors LLC557,924$69.9M0.08%+343,581+160.3%Added
Eminence Capital, LP580,515$72.7M1.31%−46,587−7.4%Reduced
Bamco Inc588,191$73.7M0.20%+67,992+13.1%Added
Man Group plc711,680$89.2M0.28%––
Brave Warrior Advisors, LLC723,116$90.6M2.39%−151,774−17.3%Reduced
Nuveen Asset Management, LLC726,929$91.1M0.03%−3,573−0.5%Reduced
Robeco Institutional Asset Management B.V.729,428$91.4M0.24%+256,647+54.3%Added
Sumitomo Mitsui Trust Holdings, Inc.743,551$93.2M0.07%−106,561−12.5%Reduced
HSBC Holdings PLC751,951$94.2M0.10%+180,707+31.6%Added
Envestnet Asset Management Inc759,647$95.2M0.04%−3,694,286−82.9%Reduced
TCW Group Inc778,257$97.5M1.08%+48,861+6.7%Added
Wells Fargo & Company799,603$100.2M0.03%+40,705+5.4%Added
Barclays PLC801,317$100.4M0.07%−126,531−13.6%Reduced
Caisse de Depot Et Placement du Quebec814,206$102.0M0.27%+101,484+14.2%Added
Southpoint Capital Advisors LP850,000$106.5M2.31%+300,000+54.5%Added
Amundi855,206$107.1M0.05%−132,980−13.5%Reduced
UBS Asset Management Americas Inc1,053,205$110.7M0.05%00.0%Unchanged
Royal Bank of Canada889,414$111.5M0.03%−30,000−3.3%Reduced
Swiss National Bank916,572$114.9M0.08%−94,500−9.3%Reduced
LSV Asset Management936,598$117.4M0.26%−126,287−11.9%Reduced
AQR Capital Management LLC1,017,201$126.5M0.27%+294,008+40.7%Added
Balyasny Asset Management LLC1,102,868$138.2M0.39%+770,073+231.4%Added
Qube Research & Technologies Ltd1,150,258$144.1M0.56%+694,116+152.2%Added
Charles Schwab Investment Management Inc1,526,442$191.3M0.05%−3,528−0.2%Reduced
Nordea Investment Management AB1,598,433$198.8M0.27%+156,691+10.9%Added
ACR Alpine Capital Research, LLC1,595,400$199.9M7.54%−414,799−20.6%Reduced
JPMorgan Chase & Co1,619,000$202.9M0.02%−532,239−24.7%Reduced
Arrowstreet Capital, Limited Partnership1,706,904$213.9M0.26%+1,243,288+268.2%Added
Legal & General Group Plc1,783,607$223.5M0.07%−34,583−1.9%Reduced
First Trust Advisors LP1,819,042$227.9M0.26%−5,642−0.3%Reduced
Bank of New York Mellon Corp1,838,867$230.4M0.05%−60,820−3.2%Reduced
Neuberger Berman Group LLC1,997,494$250.3M0.22%−51,756−2.5%Reduced
Ameriprise Financial Inc2,004,769$251.2M0.08%+161,000+8.7%Added
Goldman Sachs Group Inc2,133,706$267.4M0.07%+403,322+23.3%Added
Sanders Capital, LLC2,149,344$269.3M0.56%−917,841−29.9%Reduced
Principal Financial Group Inc2,280,276$285.7M0.20%+12,717+0.6%Added
Pacer Advisors, Inc.2,285,838$286.4M1.15%−181,663−7.4%Reduced
Invesco Ltd.2,417,454$302.9M0.08%−17,978−0.7%Reduced
Norges Bank2,611,410$327.2M0.06%+119,013+4.8%Added
Northern Trust Corp2,758,672$345.7M0.07%−225,353−7.6%Reduced
Bank of America Corp2,840,668$356.0M0.04%−652,974−18.7%Reduced
Smead Capital Management, Inc.3,012,527$377.5M7.50%−44,857−1.5%Reduced
Morgan Stanley3,325,124$416.7M0.04%+309,726+10.3%Added
Dimensional Fund Advisors LP3,533,485$442.8M0.14%+31,202+0.9%Added
Geode Capital Management, LLC5,466,631$683.3M0.08%+109,959+2.1%Added
Manufacturers Life Insurance Company, The6,177,362$774.1M0.43%−974,572−13.6%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates9,066,250$1.14B15.09%−35,138−0.4%Reduced
FMR LLC10,980,063$1.38B0.12%+2,146,214+24.3%Added
State Street Corp11,439,644$1.43B0.08%+454,128+4.1%Added
Aristotle Capital Management, LLC11,661,805$1.46B2.97%−289,511−2.4%Reduced
Capital World Investors12,870,505$1.61B0.31%−13,358,467−50.9%Reduced
Wellington Management Group LLP13,565,922$1.70B0.32%−659,573−4.6%Reduced
BlackRock Inc.21,740,486$2.72B0.08%+2,185,323+11.2%Added
Vanguard Group Inc28,126,909$3.52B0.08%−249,705−0.9%Reduced
Nomura Holdings Inc0$00.00%−229,341−100.0%Sold out
Berkley W R Corp0$00.00%−167,640−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−166,200−100.0%Sold out
Manning & Napier Group, LLC0$00.00%−71,490−100.0%Sold out
Maj Invest Holding A/S0$00.00%−55,971−100.0%Sold out
Sandler Capital Management0$00.00%−54,615−100.0%Sold out
Callodine Capital Management, LP0$00.00%−45,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−42,758−100.0%Sold out
Moore Capital Management, LP0$00.00%−41,712−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−36,107−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−17,645−100.0%Sold out
BNC Wealth Management, LLC0$00.00%−17,046−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−15,285−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−13,571−100.0%Sold out
Green Harvest Asset Management LLC0$00.00%−11,545−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−11,023−100.0%Sold out
WBI Investments0$00.00%−10,242−100.0%Sold out
Alhambra Investment Partners LLC0$00.00%−9,072−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−6,200−100.0%Sold out
FORA Capital, LLC0$00.00%−5,556−100.0%Sold out
Round Rock Advisors, LLC0$00.00%−5,400−100.0%Sold out
Lumina Fund Management LLC0$00.00%−5,000−100.0%Sold out
Aristides Capital LLC0$00.00%−4,900−100.0%Sold out
Virtu Financial LLC0$00.00%−4,073−100.0%Sold out
Oak Thistle LLC0$00.00%−3,916−100.0%Sold out
LifePro Asset Management0$00.00%−4,437−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−3,119−100.0%Sold out
DuPont Capital Management Corp0$00.00%−3,295−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−3,280−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−3,118−100.0%Sold out
D.A. Davidson & Co.0$00.00%−3,076−100.0%Sold out
Regions Financial Corp0$00.00%−3,022−100.0%Sold out
Hancock Whitney Corp0$00.00%−2,795−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−2,658−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−2,151−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,479−100.0%Sold out