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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 4 | $0 | 0.00% | −56−93.3% | Reduced |
| Avion Wealth | 8 | $0 | 0.00% | +4+100.0% | Added |
| Tobam | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 2 | $224 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $239 | 0.00% | −123−98.4% | Reduced |
| JJJ Advisors Inc. | 3 | $337 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $561 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $778 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $898 | 0.00% | −2−20.0% | Reduced |
| Provence Wealth Management Group | 8 | $898 | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $959 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6 | $1.00K | 0.00% | −24−80.0% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.12K | 0.00% | −21−67.7% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $1.13K | 0.00% | +5+125.0% | Added |
| Proequities, Inc. | 11 | $1.23K | 0.00% | +7+175.0% | Added |
| Perkins Coie Trust Co | 12 | $1.35K | 0.00% | +12 | New |
| HM Payson & Co | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 17 | $1.91K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $2.02K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 19 | $2.13K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $2.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $2.58K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 23 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.58K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 24 | $2.69K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $2.81K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| Castleview Partners, LLC | 27 | $3.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $3.37K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 30 | $3.37K | 0.00% | +30 | New |
| Northwest Capital Management Inc | 37 | $4.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $4.26K | 0.00% | −155−80.3% | Reduced |
| SJS Investment Consulting Inc. | 40 | $4.49K | 0.00% | +2+5.3% | Added |
| Armstrong Advisory Group, Inc | 40 | $4.49K | 0.00% | +40 | New |
| Lee Financial Co | 43 | $4.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 47 | $5.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 52 | $5.84K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $6.17K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $6.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $6.41K | 0.00% | +5+9.6% | Added |
| Clearstead Advisors, LLC | 59 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 65 | $7.29K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 72 | $8.08K | 0.01% | −26−26.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 76 | $8.53K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 77 | $8.64K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 84 | $9.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 90 | $10.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 100 | $11.2K | 0.00% | +100 | New |
| Solstein Capital, LLC | 102 | $11.4K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $11.8K | 0.00% | +105 | New |
| GW&K Investment Management, LLC | 109 | $12.0K | 0.00% | +9+9.0% | Added |
| Steward Financial Group LLC | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 112 | $12.5K | 0.01% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 114 | $12.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $13.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 132 | $14.1K | 0.00% | −40−23.3% | Reduced |
| Operose Advisors LLC | 130 | $14.6K | 0.01% | +130 | New |
| GHP Investment Advisors, Inc. | 158 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 155 | $17.4K | 0.00% | +38+32.5% | Added |
| Sugarloaf Wealth Management, LLC | 164 | $18.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 165 | $18.5K | 0.00% | +6+3.8% | Added |
| Farmers & Merchants Investments Inc | 179 | $20.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 181 | $20.3K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 191 | $21.4K | 0.02% | 00.0% | Unchanged |
| City State Bank | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 206 | $23.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 207 | $23.2K | 0.01% | +207 | New |
| Atticus Wealth Management, LLC | 215 | $24.1K | 0.01% | +1+0.5% | Added |
| Annapolis Financial Services, LLC | 219 | $24.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 228 | $25.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 240 | $26.9K | 0.01% | +240 | New |
| Smithfield Trust Co | 260 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 252 | $28.3K | 0.02% | +195+342.1% | Added |
| Raleigh Capital Management Inc. | 252 | $28.3K | 0.01% | +252 | New |
| Washington Trust Advisors, Inc. | 255 | $28.6K | 0.00% | −11−4.1% | Reduced |
| BluePath Capital Management, LLC | 258 | $29.0K | 0.03% | +258 | New |
| Heritage Wealth Advisors | 288 | $32.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 294 | $33.0K | 0.01% | +10+3.5% | Added |
| MV Capital Management, Inc. | 296 | $33.2K | 0.00% | −107−26.6% | Reduced |