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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 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, Q3 2023

Institutional positions in Lennar Corp as of Sep 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
875
+21 vs. Q2 2023
Shares held
228.1M
−4.03M (−1.7%) vs. Q2 2023
Total value
$25.7B
−$3.30B (−11.4%) vs. Q2 2023
New holders
96
340 more added
Sold out
75
290 more reduced

10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 875 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: 938 institutions
Value heldQ3 2023: $25.7B
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 2026938$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, Q3 2023

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q2 2023.

Institutions holding LEN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc27,683,376$3.11B0.08%−443,533−1.6%Reduced
BlackRock Inc.22,027,054$2.47B0.07%+286,568+1.3%Added
Wellington Management Group LLP13,057,938$1.47B0.29%−507,984−3.7%Reduced
State Street Corp11,564,935$1.30B0.07%+125,291+1.1%Added
Aristotle Capital Management, LLC11,428,829$1.28B2.76%−232,976−2.0%Reduced
FMR LLC11,261,738$1.26B0.11%+281,675+2.6%Added
Greenhaven Associates IncSuperinvestorGreenhaven Associates8,982,250$1.01B13.07%−84,000−0.9%Reduced
Capital World Investors6,797,973$763.1M0.15%−6,072,532−47.2%Reduced
Manufacturers Life Insurance Company, The6,544,345$734.5M0.43%+366,983+5.9%Added
Geode Capital Management, LLC5,546,485$621.2M0.07%+79,854+1.5%Added
Dimensional Fund Advisors LP3,365,571$377.8M0.12%−167,914−4.8%Reduced
Morgan Stanley2,993,244$335.9M0.03%−331,880−10.0%Reduced
Smead Capital Management, Inc.2,911,897$326.8M6.67%−100,630−3.3%Reduced
Northern Trust Corp2,846,751$319.5M0.06%+88,079+3.2%Added
Invesco Ltd.2,809,984$315.4M0.08%+392,530+16.2%Added
Bank of America Corp2,794,489$313.6M0.04%−46,179−1.6%Reduced
Norges Bank2,698,487$302.9M0.06%+87,077+3.3%Added
Pacer Advisors, Inc.2,602,016$292.0M1.12%+316,178+13.8%Added
Goldman Sachs Group Inc2,579,625$289.5M0.07%+445,919+20.9%Added
Ameriprise Financial Inc2,270,958$254.9M0.08%+266,189+13.3%Added
Principal Financial Group Inc2,231,438$250.4M0.18%−48,838−2.1%Reduced
Neuberger Berman Group LLC2,019,561$226.7M0.21%+22,067+1.1%Added
Arrowstreet Capital, Limited Partnership1,888,510$211.9M0.26%+181,606+10.6%Added
JPMorgan Chase & Co1,785,938$200.4M0.02%+166,938+10.3%Added
Bank of New York Mellon Corp1,779,824$199.7M0.04%−59,043−3.2%Reduced
First Trust Advisors LP1,749,035$196.3M0.23%−70,007−3.8%Reduced
Legal & General Group Plc1,718,896$192.9M0.07%−64,711−3.6%Reduced
Nordea Investment Management AB1,627,870$185.2M0.26%+29,437+1.8%Added
ACR Alpine Capital Research, LLC1,600,263$179.6M6.98%+4,863+0.3%Added
Charles Schwab Investment Management Inc1,542,363$173.1M0.05%+15,921+1.0%Added
AQR Capital Management LLC1,501,257$168.5M0.35%+484,056+47.6%Added
Amundi1,360,293$150.4M0.07%+505,087+59.1%Added
Man Group plc–$144.2M0.45%––
Barclays PLC1,233,247$138.4M0.09%+431,930+53.9%Added
UBS Asset Management Americas Inc1,144,841$128.5M0.06%+91,636+8.7%Added
Brave Warrior Advisors, LLC1,013,938$113.8M2.84%+290,822+40.2%Added
Marshall Wace, LLP948,531$106.5M0.23%+864,019+1,022.4%Added
Caisse de Depot Et Placement du Quebec940,798$105.6M0.30%+126,592+15.5%Added
LSV Asset Management886,997$99.5M0.23%−49,601−5.3%Reduced
Robeco Institutional Asset Management B.V.830,482$93.2M0.25%+101,054+13.9%Added
Echo Street Capital Management LLC820,696$92.1M0.86%+810,215+7,730.3%Added
Wells Fargo & Company819,666$92.0M0.03%+20,063+2.5%Added
Envestnet Asset Management Inc815,979$91.6M0.04%+56,332+7.4%Added
Swiss National Bank812,372$91.2M0.07%−104,200−11.4%Reduced
Eminence Capital, LP803,219$90.1M1.78%+222,704+38.4%Added
HSBC Holdings PLC793,183$89.0M0.10%+41,232+5.5%Added
Qube Research & Technologies Ltd778,545$87.4M0.26%−371,713−32.3%Reduced
D. E. Shaw & Co., Inc.771,146$86.5M0.14%+420,210+119.7%Added
Royal Bank of Canada746,302$83.8M0.02%−143,112−16.1%Reduced
Allianz Asset Management GmbH740,704$83.1M0.17%+253,267+52.0%Added
Sumitomo Mitsui Trust Holdings, Inc.730,206$82.0M0.07%−13,345−1.8%Reduced
Los Angeles Capital Management LLC705,240$79.1M0.34%+257,939+57.7%Added
Nuveen Asset Management, LLC703,274$78.9M0.03%−23,655−3.3%Reduced
Acadian Asset Management LLC671,704$75.4M0.32%+277,035+70.2%Added
Prudential Financial Inc645,526$72.5M0.11%+263,785+69.1%Added
Bamco Inc613,804$68.9M0.20%+25,613+4.4%Added
TCW Group Inc587,272$65.9M0.83%−190,985−24.5%Reduced
Rhumbline Advisers530,226$59.5M0.07%+5,849+1.1%Added
SEI Investments Co528,391$59.3M0.11%+7,286+1.4%Added
Balyasny Asset Management LLC512,746$57.5M0.16%−590,122−53.5%Reduced
California Public Employees Retirement System504,299$56.6M0.05%+10,846+2.2%Added
Sound Shore Management Inc491,786$55.2M2.11%+44,499+9.9%Added
Glenmede Trust Co NA485,060$54.4M0.31%+49,776+11.4%Added
Russell Investments Group, Ltd.482,470$54.2M0.11%−43,251−8.2%Reduced
UBS Group AG458,085$51.4M0.02%+32,895+7.7%Added
Credit Suisse AG444,691$49.9M0.05%+44,103+11.0%Added
Deutsche Bank AG442,811$49.7M0.03%+900.0%Added
Pictet Asset Management Holding SA423,594$47.5M0.06%+423,594New
Basswood Capital Management, L.L.C.405,933$45.6M3.46%00.0%Unchanged
Oppenheimer Asset Management Inc.402,010$45.1M0.69%+5,662+1.4%Added
Southpoint Capital Advisors LP400,000$44.9M1.00%−450,000−52.9%Reduced
National Pension Service397,880$44.5M0.07%−6,084−1.5%Reduced
California State Teachers Retirement System396,227$44.5M0.07%−17,186−4.2%Reduced
Bridgewater Associates, LP388,637$43.6M0.26%+195,260+101.0%Added
Alliancebernstein L.P.379,241$42.6M0.02%−17,184−4.3%Reduced
Price T Rowe Associates Inc343,897$38.6M0.01%−100,032−22.5%Reduced
Mitsubishi UFJ Trust & Banking Corp339,450$38.1M0.10%−46,976−12.2%Reduced
Victory Capital Management Inc328,893$36.9M0.04%+28,976+9.7%Added
Renaissance Technologies LLC319,833$35.9M0.06%+308,500+2,722.1%Added
Assetmark, Inc308,733$34.6M0.14%+275,497+828.9%Added
Schonfeld Strategic Advisors LLC305,258$34.3M0.32%+72,674+31.2%Added
Great West Life Assurance Co303,029$34.0M0.08%+13,369+4.6%Added
BNP Paribas Arbitrage, SA294,621$33.1M0.07%+29,158+11.0%Added
Virginia Retirement Systems Et Al293,000$32.9M0.32%−3,800−1.3%Reduced
Wedge Capital Management L L P291,717$32.7M0.65%+57,108+24.3%Added
New York State Teachers Retirement System289,570$32.5M0.08%−20,217−6.5%Reduced
State Board of Administration of Florida Retirement System271,468$30.5M0.07%−17,430−6.0%Reduced
Allspring Global Investments Holdings, LLC269,799$30.3M0.05%−5,350−1.9%Reduced
Alyeska Investment Group, L.P.269,704$30.3M0.21%−53,256−16.5%Reduced
Salem Investment Counselors Inc269,252$30.2M1.15%+6,488+2.5%Added
Millennium Management LLC265,680$29.8M0.03%+60,000+29.2%Added
Twinbeech Capital LP262,534$29.5M0.57%+262,534New
Raymond James & Associates261,551$29.4M0.02%+14,870+6.0%Added
CQS (US), LLC259,789$29.2M3.42%+107,669+70.8%Added
Janus Henderson Group PLC256,840$28.8M0.02%−1,418−0.5%Reduced
Adage Capital Partners GP, L.L.C.251,117$28.2M0.06%−1,700−0.7%Reduced
Teacher Retirement System of Texas250,586$28.1M0.19%+65,389+35.3%Added
Bank of Montreal232,443$27.2M0.02%−142,610−38.0%Reduced
Korea Investment CORP236,463$26.5M0.08%+97,725+70.4%Added
New York State Common Retirement Fund234,863$26.4M0.04%−56,808−19.5%Reduced