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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, 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: 939 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 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, 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
Squarepoint Ops LLC89,064$10.0M0.05%−87,217−49.5%Reduced
DekaBank Deutsche Girozentrale88,437$10.0M0.02%+36,614+70.7%Added
Moran Wealth Management, LLC89,433$10.0M0.39%+83,928+1,524.6%Added
Mark Asset Management LP89,896$10.1M1.91%−55,075−38.0%Reduced
Nomura Asset Management Co Ltd90,776$10.2M0.05%−10,895−10.7%Reduced
State of Michigan Retirement System91,015$10.2M0.07%−4,100−4.3%Reduced
Jane Street Group, LLC94,297$10.6M0.02%−24,141−20.4%Reduced
Voya Investment Management LLC95,545$10.7M0.01%−3,533−3.6%Reduced
Graham Capital Management, L.P.95,728$10.7M0.32%+25,544+36.4%Added
Royal London Asset Management Ltd95,836$10.8M0.03%+5,221+5.8%Added
Montgomery Investment Management Inc95,934$10.8M3.71%−673−0.7%Reduced
O'Shaughnessy Asset Management, LLC96,964$10.9M0.16%−46,259−32.3%Reduced
Stifel Financial Corp97,647$11.0M0.02%−9,356−8.7%Reduced
Illinois Municipal Retirement Fund98,811$11.1M0.21%−22,097−18.3%Reduced
Nisa Investment Advisors, LLC98,924$11.1M0.08%−22,364−18.4%Reduced
Foundry Partners, LLC99,378$11.2M0.69%+99,378New
Soros Fund Management LLCSuperinvestorSoros Fund Management100,000$11.2M0.23%+39,250+64.6%Added
Alberta Investment Management Corp101,245$11.4M0.12%+11,320+12.6%Added
Schroder Investment Management Group103,278$11.6M0.02%+2,884+2.9%Added
Fisher Asset Management, LLC104,496$11.7M0.01%−17,679−14.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.104,798$11.8M0.04%−10,274−8.9%Reduced
Skandinaviska Enskilda Banken AB (publ)106,522$12.0M0.08%+10,566+11.0%Added
Atria Investments LLC107,526$12.1M0.21%+18,168+20.3%Added
JGP Wealth Management, LLC108,358$12.2M2.04%+878+0.8%Added
STRS Ohio109,659$12.3M0.05%+1,638+1.5%Added
LPL Financial LLC110,053$12.4M0.01%+15,136+15.9%Added
Asset Management One Co.,Ltd.110,666$12.4M0.06%+6,631+6.4%Added
Advisor Group Holdings, Inc.114,162$12.8M0.02%+50,625+79.7%Added
Woodline Partners LP115,268$12.9M0.15%+28,462+32.8%Added
Cantor Fitzgerald, L. P.121,000$13.6M0.37%00.0%Unchanged
State of Tennessee, Treasury Department123,743$13.9M0.06%+25,882+26.4%Added
Treasurer of the State of North Carolina124,422$14.0M0.08%+3,271+2.7%Added
Abn Amro Investment Solutions125,294$14.1M0.28%−60,600−32.6%Reduced
EMG Holdings, L.P.125,319$14.1M10.88%+125,319New
Truist Financial Corp127,104$14.3M0.02%−4,282−3.3%Reduced
Pacific Heights Asset Management LLC130,000$14.6M1.38%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.130,829$14.7M0.08%−10,766−7.6%Reduced
Akaris Global Partners, LP133,800$15.0M3.80%+133,800New
Achmea Investment Management B.V.134,458$15.1M0.33%+9,858+7.9%Added
Storebrand Asset Management AS139,053$15.6M0.07%−1,076−0.8%Reduced
Factory Mutual Insurance Co139,500$15.7M0.22%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.141,951$15.9M0.06%−4,045−2.8%Reduced
Meeder Asset Management Inc143,147$16.1M1.27%+58,376+68.9%Added
Empowered Funds, LLC143,174$16.1M0.47%+89,899+168.7%Added
State of New Jersey Common Pension Fund D145,009$16.3M0.06%00.0%Unchanged
Susquehanna International Group, LLP145,156$16.3M0.03%+3,995+2.8%Added
AXA S.A.149,777$16.8M0.06%+20,993+16.3%Added
Migdal Insurance & Financial Holdings Ltd.150,000$16.8M0.36%+150,000New
Pinebridge Investments, L.P.150,106$16.8M0.19%+122,921+452.2%Added
Oregon Public Employees Retirement Fund150,684$16.9M0.23%−54,421−26.5%Reduced
Public Employees Retirement System of Ohio154,909$17.4M0.08%−10,468−6.3%Reduced
Natixis Advisors, L.P.158,405$17.8M0.05%+6,920+4.6%Added
Lazard Asset Management LLC166,789$18.7M0.03%+7,514+4.7%Added
Rafferty Asset Management, LLC169,979$19.1M0.11%+348+0.2%Added
TD Asset Management Inc174,843$19.6M0.02%+64,468+58.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC176,314$19.8M0.09%−20,800−10.6%Reduced
Jennison Associates LLC179,730$20.2M0.02%−13,698−7.1%Reduced
Ensign Peak Advisors, Inc181,176$20.3M0.04%00.0%Unchanged
Brandywine Global Investment Management, LLC181,181$20.3M0.18%−12,128−6.3%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.185,304$20.6M0.28%+5,042+2.8%Added
Citigroup Inc189,713$21.3M0.03%−161,967−46.1%Reduced
Carlson Capital L P190,332$21.4M1.67%+15,209+8.7%Added
Mercer Global Advisors Inc190,893$21.4M0.08%+12,413+7.0%Added
Toronto Dominion Bank195,244$21.9M0.04%−30,091−13.4%Reduced
Capital Fund Management S.A.195,403$21.9M0.29%+195,403New
State of Wisconsin Investment Board207,960$23.3M0.07%−30,255−12.7%Reduced
Citadel Advisors LLC210,157$23.6M0.03%−347,767−62.3%Reduced
Franklin Resources Inc212,017$23.8M0.01%+158,938+299.4%Added
Edgemoor Investment Advisors, Inc.212,193$23.8M2.81%−3,481−1.6%Reduced
QRG Capital Management, Inc.215,344$24.2M0.42%+215,344New
American Century Companies Inc223,054$25.0M0.02%+56,014+33.5%Added
Jacobs Levy Equity Management, Inc223,803$25.1M0.15%−5,617−2.4%Reduced
Cannell Peter B & Co Inc225,983$25.4M0.87%−1,790−0.8%Reduced
Swedbank AB233,235$26.2M0.05%+9,217+4.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.233,504$26.2M0.05%+18,410+8.6%Added
New York State Common Retirement Fund234,863$26.4M0.04%−56,808−19.5%Reduced
Korea Investment CORP236,463$26.5M0.08%+97,725+70.4%Added
Bank of Montreal232,443$27.2M0.02%−142,610−38.0%Reduced
Teacher Retirement System of Texas250,586$28.1M0.19%+65,389+35.3%Added
Adage Capital Partners GP, L.L.C.251,117$28.2M0.06%−1,700−0.7%Reduced
Janus Henderson Group PLC256,840$28.8M0.02%−1,418−0.5%Reduced
CQS (US), LLC259,789$29.2M3.42%+107,669+70.8%Added
Raymond James & Associates261,551$29.4M0.02%+14,870+6.0%Added
Twinbeech Capital LP262,534$29.5M0.57%+262,534New
Millennium Management LLC265,680$29.8M0.03%+60,000+29.2%Added
Salem Investment Counselors Inc269,252$30.2M1.15%+6,488+2.5%Added
Alyeska Investment Group, L.P.269,704$30.3M0.21%−53,256−16.5%Reduced
Allspring Global Investments Holdings, LLC269,799$30.3M0.05%−5,350−1.9%Reduced
State Board of Administration of Florida Retirement System271,468$30.5M0.07%−17,430−6.0%Reduced
New York State Teachers Retirement System289,570$32.5M0.08%−20,217−6.5%Reduced
Wedge Capital Management L L P291,717$32.7M0.65%+57,108+24.3%Added
Virginia Retirement Systems Et Al293,000$32.9M0.32%−3,800−1.3%Reduced
BNP Paribas Arbitrage, SA294,621$33.1M0.07%+29,158+11.0%Added
Great West Life Assurance Co303,029$34.0M0.08%+13,369+4.6%Added
Schonfeld Strategic Advisors LLC305,258$34.3M0.32%+72,674+31.2%Added
Assetmark, Inc308,733$34.6M0.14%+275,497+828.9%Added
Renaissance Technologies LLC319,833$35.9M0.06%+308,500+2,722.1%Added
Victory Capital Management Inc328,893$36.9M0.04%+28,976+9.7%Added
Mitsubishi UFJ Trust & Banking Corp339,450$38.1M0.10%−46,976−12.2%Reduced
Price T Rowe Associates Inc343,897$38.6M0.01%−100,032−22.5%Reduced