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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
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.233,504$26.2M0.05%+18,410+8.6%Added
Swedbank AB233,235$26.2M0.05%+9,217+4.1%Added
Cannell Peter B & Co Inc225,983$25.4M0.87%−1,790−0.8%Reduced
Jacobs Levy Equity Management, Inc223,803$25.1M0.15%−5,617−2.4%Reduced
American Century Companies Inc223,054$25.0M0.02%+56,014+33.5%Added
QRG Capital Management, Inc.215,344$24.2M0.42%+215,344New
Edgemoor Investment Advisors, Inc.212,193$23.8M2.81%−3,481−1.6%Reduced
Franklin Resources Inc212,017$23.8M0.01%+158,938+299.4%Added
Citadel Advisors LLC210,157$23.6M0.03%−347,767−62.3%Reduced
State of Wisconsin Investment Board207,960$23.3M0.07%−30,255−12.7%Reduced
Capital Fund Management S.A.195,403$21.9M0.29%+195,403New
Toronto Dominion Bank195,244$21.9M0.04%−30,091−13.4%Reduced
Mercer Global Advisors Inc190,893$21.4M0.08%+12,413+7.0%Added
Carlson Capital L P190,332$21.4M1.67%+15,209+8.7%Added
Citigroup Inc189,713$21.3M0.03%−161,967−46.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.185,304$20.6M0.28%+5,042+2.8%Added
Brandywine Global Investment Management, LLC181,181$20.3M0.18%−12,128−6.3%Reduced
Ensign Peak Advisors, Inc181,176$20.3M0.04%00.0%Unchanged
Jennison Associates LLC179,730$20.2M0.02%−13,698−7.1%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC176,314$19.8M0.09%−20,800−10.6%Reduced
TD Asset Management Inc174,843$19.6M0.02%+64,468+58.4%Added
Rafferty Asset Management, LLC169,979$19.1M0.11%+348+0.2%Added
Lazard Asset Management LLC166,789$18.7M0.03%+7,514+4.7%Added
Natixis Advisors, L.P.158,405$17.8M0.05%+6,920+4.6%Added
Public Employees Retirement System of Ohio154,909$17.4M0.08%−10,468−6.3%Reduced
Oregon Public Employees Retirement Fund150,684$16.9M0.23%−54,421−26.5%Reduced
Pinebridge Investments, L.P.150,106$16.8M0.19%+122,921+452.2%Added
Migdal Insurance & Financial Holdings Ltd.150,000$16.8M0.36%+150,000New
AXA S.A.149,777$16.8M0.06%+20,993+16.3%Added
Susquehanna International Group, LLP145,156$16.3M0.03%+3,995+2.8%Added
State of New Jersey Common Pension Fund D145,009$16.3M0.06%00.0%Unchanged
Empowered Funds, LLC143,174$16.1M0.47%+89,899+168.7%Added
Meeder Asset Management Inc143,147$16.1M1.27%+58,376+68.9%Added
Chevy Chase Trust Holdings, Inc.141,951$15.9M0.06%−4,045−2.8%Reduced
Factory Mutual Insurance Co139,500$15.7M0.22%00.0%Unchanged
Storebrand Asset Management AS139,053$15.6M0.07%−1,076−0.8%Reduced
Achmea Investment Management B.V.134,458$15.1M0.33%+9,858+7.9%Added
Akaris Global Partners, LP133,800$15.0M3.80%+133,800New
Connor, Clark & Lunn Investment Management Ltd.130,829$14.7M0.08%−10,766−7.6%Reduced
Pacific Heights Asset Management LLC130,000$14.6M1.38%00.0%Unchanged
Truist Financial Corp127,104$14.3M0.02%−4,282−3.3%Reduced
EMG Holdings, L.P.125,319$14.1M10.88%+125,319New
Abn Amro Investment Solutions125,294$14.1M0.28%−60,600−32.6%Reduced
Treasurer of the State of North Carolina124,422$14.0M0.08%+3,271+2.7%Added
State of Tennessee, Treasury Department123,743$13.9M0.06%+25,882+26.4%Added
Cantor Fitzgerald, L. P.121,000$13.6M0.37%00.0%Unchanged
Woodline Partners LP115,268$12.9M0.15%+28,462+32.8%Added
Advisor Group Holdings, Inc.114,162$12.8M0.02%+50,625+79.7%Added
Asset Management One Co.,Ltd.110,666$12.4M0.06%+6,631+6.4%Added
LPL Financial LLC110,053$12.4M0.01%+15,136+15.9%Added
STRS Ohio109,659$12.3M0.05%+1,638+1.5%Added
JGP Wealth Management, LLC108,358$12.2M2.04%+878+0.8%Added
Atria Investments LLC107,526$12.1M0.21%+18,168+20.3%Added
Skandinaviska Enskilda Banken AB (publ)106,522$12.0M0.08%+10,566+11.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.104,798$11.8M0.04%−10,274−8.9%Reduced
Fisher Asset Management, LLC104,496$11.7M0.01%−17,679−14.5%Reduced
Schroder Investment Management Group103,278$11.6M0.02%+2,884+2.9%Added
Alberta Investment Management Corp101,245$11.4M0.12%+11,320+12.6%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management100,000$11.2M0.23%+39,250+64.6%Added
Foundry Partners, LLC99,378$11.2M0.69%+99,378New
Nisa Investment Advisors, LLC98,924$11.1M0.08%−22,364−18.4%Reduced
Illinois Municipal Retirement Fund98,811$11.1M0.21%−22,097−18.3%Reduced
Stifel Financial Corp97,647$11.0M0.02%−9,356−8.7%Reduced
O'Shaughnessy Asset Management, LLC96,964$10.9M0.16%−46,259−32.3%Reduced
Montgomery Investment Management Inc95,934$10.8M3.71%−673−0.7%Reduced
Royal London Asset Management Ltd95,836$10.8M0.03%+5,221+5.8%Added
Graham Capital Management, L.P.95,728$10.7M0.32%+25,544+36.4%Added
Voya Investment Management LLC95,545$10.7M0.01%−3,533−3.6%Reduced
Jane Street Group, LLC94,297$10.6M0.02%−24,141−20.4%Reduced
State of Michigan Retirement System91,015$10.2M0.07%−4,100−4.3%Reduced
Nomura Asset Management Co Ltd90,776$10.2M0.05%−10,895−10.7%Reduced
Mark Asset Management LP89,896$10.1M1.91%−55,075−38.0%Reduced
Moran Wealth Management, LLC89,433$10.0M0.39%+83,928+1,524.6%Added
DekaBank Deutsche Girozentrale88,437$10.0M0.02%+36,614+70.7%Added
Squarepoint Ops LLC89,064$10.0M0.05%−87,217−49.5%Reduced
PGGM Investments88,872$9.97M0.17%+12,469+16.3%Added
M&T Bank Corp88,152$9.89M0.04%−3,264−3.6%Reduced
Tower Bridge Advisors86,505$9.71M0.90%−1,817−2.1%Reduced
American Assets Investment Management, LLC86,370$9.69M1.08%00.0%Unchanged
National Bank of Canada86,147$9.55M0.02%−25,352−22.7%Reduced
Cullen/Frost Bankers, Inc.84,710$9.51M0.17%+7,376+9.5%Added
ClariVest Asset Management LLC84,589$9.49M0.52%−5,925−6.5%Reduced
Carmel Capital Partners, LLC82,496$9.26M4.16%00.0%Unchanged
Marsico Capital Management LLC82,488$9.26M0.40%+466+0.6%Added
Standard Life Aberdeen plc82,094$9.21M0.02%−10,242−11.1%Reduced
Amalgamated Bank81,722$9.17M0.08%+10,021+14.0%Added
CBOE Vest Financial, LLC80,137$8.99M0.49%+36,619+84.1%Added
Miller Investment Management, LP79,856$8.96M1.41%−309−0.4%Reduced
Janney Montgomery Scott LLC79,055$8.87M0.03%−407−0.5%Reduced
Moore Capital Management, LP76,413$8.58M0.23%+76,413New
Horiko Capital Management LLC73,473$8.25M4.56%+7,437+11.3%Added
Mariner, LLC72,196$8.10M0.02%+1,745+2.5%Added
USS Investment Management Ltd71,818$8.06M0.09%+1,534+2.2%Added
Vinva Investment Management Ltd68,066$7.88M0.75%+31,274+85.0%Added
State of Alaska, Department of Revenue70,055$7.86M0.10%−1,440−2.0%Reduced
Lyell Wealth Management, LP69,523$7.80M1.05%−1,101−1.6%Reduced
American International Group, Inc.69,324$7.78M0.05%+650+0.9%Added
Shufro Rose & Co LLC69,294$7.78M0.74%−547−0.8%Reduced
Arizona State Retirement System68,895$7.73M0.07%−362−0.5%Reduced
Comerica Bank68,741$7.71M0.04%+35,886+109.2%Added