Skip to main content

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
Toronto Dominion Bank225,335$28.2M0.04%+96,435+74.8%Added
Swedbank AB224,018$28.1M0.05%+68,989+44.5%Added
Edgemoor Investment Advisors, Inc.215,674$27.0M3.05%−4,309−2.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.215,094$27.0M0.06%+15,743+7.9%Added
Prana Capital Management, LP211,524$26.5M1.77%+154,852+273.2%Added
Millennium Management LLC205,680$25.8M0.03%+2,539+1.2%Added
Oregon Public Employees Retirement Fund205,105$25.7M0.31%+20,934+11.4%Added
Capital Investment Advisors, LLC199,782$25.0M0.76%+9,145+4.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC197,114$24.7M0.11%−122,088−38.2%Reduced
Jennison Associates LLC193,428$24.2M0.02%−123,246−38.9%Reduced
Bridgewater Associates, LP193,377$24.2M0.15%+65,164+50.8%Added
Brandywine Global Investment Management, LLC193,309$24.2M0.20%−14,136−6.8%Reduced
Brookfield Asset Management Inc.187,472$23.5M0.09%+135,007+257.3%Added
Abn Amro Investment Solutions185,894$23.3M0.47%−46,000−19.8%Reduced
Teacher Retirement System of Texas185,197$23.2M0.16%+125,875+212.2%Added
Ensign Peak Advisors, Inc181,176$22.7M0.05%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.180,262$22.6M0.29%−62,729−25.8%Reduced
Mercer Global Advisors Inc178,480$22.4M0.09%+25,068+16.3%Added
Squarepoint Ops LLC176,281$22.1M0.12%+24,727+16.3%Added
Carlson Capital L P175,123$21.9M1.88%+117,823+205.6%Added
Rafferty Asset Management, LLC169,631$21.3M0.12%−1,850−1.1%Reduced
American Century Companies Inc167,040$20.9M0.02%+13,456+8.8%Added
Public Employees Retirement System of Ohio165,377$20.7M0.08%−3,216−1.9%Reduced
Lazard Asset Management LLC159,275$20.0M0.02%+73,540+85.8%Added
CQS (US), LLC152,120$19.1M2.29%+152,120New
Natixis Advisors, L.P.151,485$19.0M0.06%−4,137−2.7%Reduced
Chevy Chase Trust Holdings, Inc.145,996$18.3M0.07%−1,345−0.9%Reduced
State of New Jersey Common Pension Fund D145,009$18.2M0.06%00.0%Unchanged
Mark Asset Management LP144,971$18.2M3.17%−215−0.1%Reduced
O'Shaughnessy Asset Management, LLC143,223$17.9M0.27%+9,409+7.0%Added
Connor, Clark & Lunn Investment Management Ltd.141,595$17.7M0.09%+141,595New
Susquehanna International Group, LLP141,161$17.7M0.03%−70,709−33.4%Reduced
Storebrand Asset Management AS140,129$17.6M0.08%+23,204+19.8%Added
Factory Mutual Insurance Co139,500$17.5M0.26%00.0%Unchanged
Korea Investment CORP138,738$17.4M0.05%−55,953−28.7%Reduced
Truist Financial Corp131,386$16.5M0.03%−180,797−57.9%Reduced
Pacific Heights Asset Management LLC130,000$16.3M1.48%00.0%Unchanged
Retirement Systems of Alabama129,379$16.2M0.07%−17,260−11.8%Reduced
AXA S.A.128,784$16.1M0.05%+3,516+2.8%Added
Achmea Investment Management B.V.124,600$15.6M0.33%+26,777+27.4%Added
Cubist Systematic Strategies, LLC123,302$15.5M0.17%+105,142+579.0%Added
Fisher Asset Management, LLC122,175$15.3M0.01%+1,995+1.7%Added
Nisa Investment Advisors, LLC121,288$15.2M0.11%−2,191−1.8%Reduced
Treasurer of the State of North Carolina121,151$15.2M0.08%−914−0.7%Reduced
Cantor Fitzgerald, L. P.121,000$15.2M0.35%+121,000New
Illinois Municipal Retirement Fund120,908$15.2M0.30%−27,852−18.7%Reduced
Bank of Nova Scotia120,496$15.1M0.04%+103,024+589.7%Added
Jane Street Group, LLC118,438$14.8M0.02%+41,386+53.7%Added
Ceredex Value Advisors LLC118,150$14.8M0.24%−171,200−59.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.115,072$14.4M0.04%+97,922+571.0%Added
National Bank of Canada111,499$14.0M0.03%+88,457+383.9%Added
TD Asset Management Inc110,375$13.8M0.02%−4,294−3.7%Reduced
Scopus Asset Management, L.P.110,000$13.8M0.48%+110,000New
STRS Ohio108,021$13.5M0.06%−2,300−2.1%Reduced
JGP Wealth Management, LLC107,480$13.5M2.20%+413+0.4%Added
Stifel Financial Corp107,003$13.4M0.02%−134,166−55.6%Reduced
Asset Management One Co.,Ltd.104,035$13.0M0.06%−2,670−2.5%Reduced
Nomura Asset Management Co Ltd101,671$12.7M0.06%+74+0.1%Added
Schroder Investment Management Group100,394$12.6M0.02%+58,101+137.4%Added
Voya Investment Management LLC99,078$12.4M0.01%+5,887+6.3%Added
Walleye Capital LLC98,064$12.3M0.22%+98,064New
State of Tennessee, Treasury Department97,861$12.3M0.05%00.0%Unchanged
Montgomery Investment Management Inc96,607$12.1M4.07%−215−0.2%Reduced
Skandinaviska Enskilda Banken AB (publ)95,956$12.0M0.08%+33,095+52.6%Added
State of Michigan Retirement System95,115$11.9M0.07%−3,900−3.9%Reduced
LPL Financial LLC94,917$11.9M0.01%+2,180+2.4%Added
Standard Life Aberdeen plc92,336$11.6M0.03%+8,827+10.6%Added
M&T Bank Corp91,416$11.5M0.04%−2,979−3.2%Reduced
Royal London Asset Management Ltd90,615$11.4M0.04%+7,449+9.0%Added
ClariVest Asset Management LLC90,514$11.3M0.57%+27,357+43.3%Added
Alberta Investment Management Corp89,925$11.3M0.11%−19,755−18.0%Reduced
Atria Investments LLC89,358$11.2M0.20%−4,505−4.8%Reduced
Tower Bridge Advisors88,322$11.1M1.01%−1,991−2.2%Reduced
Great Lakes Advisors, LLC88,122$11.0M0.11%−16,514−15.8%Reduced
Woodline Partners LP86,806$10.9M0.13%+86,806New
Weiss Multi-Strategy Advisers LLC86,690$10.9M0.23%+66,900+338.0%Added
American Assets Investment Management, LLC86,370$10.8M1.20%00.0%Unchanged
Meeder Asset Management Inc84,771$10.6M0.77%+19,730+30.3%Added
Marshall Wace, LLP84,512$10.6M0.02%+77,029+1,029.4%Added
Mackenzie Financial Corp83,868$10.5M0.02%+40,134+91.8%Added
Carmel Capital Partners, LLC82,496$10.3M5.33%00.0%Unchanged
Marsico Capital Management LLC82,022$10.3M0.41%+82,022New
Miller Investment Management, LP80,165$10.0M1.53%+90.0%Added
Janney Montgomery Scott LLC79,462$9.96M0.03%−17,221−17.8%Reduced
Cullen/Frost Bankers, Inc.77,334$9.69M0.16%+105+0.1%Added
PGGM Investments76,403$9.57M0.16%+29,863+64.2%Added
Andra AP-fonden75,200$9.42M0.24%−23,600−23.9%Reduced
RWC Asset Management LLP75,014$9.40M0.45%−322,923−81.1%Reduced
Amalgamated Bank71,701$8.98M0.07%+6,174+9.4%Added
State of Alaska, Department of Revenue71,495$8.96M0.11%−5,396−7.0%Reduced
Lyell Wealth Management, LP70,624$8.85M1.13%+1,274+1.8%Added
Mariner, LLC70,451$8.83M0.02%−6,442−8.4%Reduced
USS Investment Management Ltd70,284$8.81M0.10%00.0%Unchanged
Graham Capital Management, L.P.70,184$8.79M0.30%+61,425+701.3%Added
Shufro Rose & Co LLC69,841$8.75M0.80%−114,417−62.1%Reduced
Arizona State Retirement System69,257$8.68M0.07%−4,811−6.5%Reduced
Asset Management Advisors, LLC68,843$8.63M7.49%−7,126−9.4%Reduced
American International Group, Inc.68,674$8.61M0.05%−120−0.2%Reduced
Rockefeller Capital Management L.P.68,598$8.60M0.03%+59,811+680.7%Added
Susquehanna Fundamental Investments, LLC68,213$8.55M0.31%−20,654−23.2%Reduced