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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, Q4 2023

Institutional positions in Lennar Corp as of Dec 31, 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
950
+85 vs. Q3 2023
Shares held
227.7M
+62.9K (0.0%) vs. Q3 2023
Total value
$33.9B
+$8.24B (+32.1%) vs. Q3 2023
New holders
163
295 more added
Sold out
78
366 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 950 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 heldQ4 2023: $33.9B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2023.

Institutions holding LEN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc27,368,962$4.08B0.09%−314,414−1.1%Reduced
BlackRock Inc.21,924,356$3.27B0.08%−102,698−0.5%Reduced
State Street Corp11,804,888$1.76B0.09%+239,953+2.1%Added
FMR LLC11,087,154$1.65B0.13%−174,584−1.6%Reduced
Wellington Management Group LLP10,936,886$1.63B0.30%−2,121,052−16.2%Reduced
Aristotle Capital Management, LLC10,799,001$1.61B3.15%−629,828−5.5%Reduced
Greenhaven Associates IncSuperinvestorGreenhaven Associates9,042,711$1.35B14.37%+60,461+0.7%Added
Manufacturers Life Insurance Company, The6,388,635$952.2M0.57%−155,710−2.4%Reduced
Capital World Investors5,910,013$880.8M0.16%−887,960−13.1%Reduced
Geode Capital Management, LLC5,627,338$836.5M0.09%+80,853+1.5%Added
Morgan Stanley3,614,697$538.7M0.05%+621,453+20.8%Added
Dimensional Fund Advisors LP3,374,140$502.9M0.15%+8,569+0.3%Added
Bank of America Corp2,854,399$425.4M0.05%+59,910+2.1%Added
Norges Bank2,761,916$411.6M0.07%+63,429+2.4%Added
Northern Trust Corp2,759,593$411.3M0.07%−87,158−3.1%Reduced
Smead Capital Management, Inc.2,711,820$404.2M7.24%−200,077−6.9%Reduced
Pacer Advisors, Inc.2,681,233$399.6M1.13%+79,217+3.0%Added
Principal Financial Group Inc2,254,185$336.0M0.21%+22,747+1.0%Added
Goldman Sachs Group Inc2,240,309$333.9M0.07%−339,316−13.2%Reduced
Ameriprise Financial Inc2,200,075$327.9M0.10%−70,883−3.1%Reduced
Invesco Ltd.2,194,747$327.1M0.08%−615,237−21.9%Reduced
Arrowstreet Capital, Limited Partnership2,020,866$301.2M0.32%+132,356+7.0%Added
Neuberger Berman Group LLC1,926,587$287.1M0.25%−92,974−4.6%Reduced
JPMorgan Chase & Co1,824,024$271.9M0.03%+38,086+2.1%Added
Bank of New York Mellon Corp1,759,373$262.2M0.05%−20,451−1.1%Reduced
Nordea Investment Management AB1,700,016$253.3M0.32%+72,146+4.4%Added
AQR Capital Management LLC1,684,484$251.1M0.47%+183,227+12.2%Added
Legal & General Group Plc1,615,613$240.8M0.07%−103,283−6.0%Reduced
ACR Alpine Capital Research, LLC1,590,098$237.0M8.01%−10,165−0.6%Reduced
Charles Schwab Investment Management Inc1,550,371$231.1M0.06%+8,008+0.5%Added
First Trust Advisors LP1,547,870$230.7M0.25%−201,165−11.5%Reduced
Amundi1,392,389$206.7M0.09%+32,096+2.4%Added
Millennium Management LLC1,187,319$177.0M0.17%+921,639+346.9%Added
Man Group plc1,083,744$161.5M0.46%––
UBS Asset Management Americas Inc1,065,072$158.7M0.06%−79,769−7.0%Reduced
Caisse de Depot Et Placement du Quebec1,045,529$155.8M0.40%+104,731+11.1%Added
Royal Bank of Canada1,037,781$154.7M0.04%+291,479+39.1%Added
Point72 Asset Management, L.P.996,367$148.5M0.45%+994,692+59,384.6%Added
Qube Research & Technologies Ltd931,991$138.9M0.31%+153,446+19.7%Added
Los Angeles Capital Management LLC929,106$138.5M0.52%+223,866+31.7%Added
Balyasny Asset Management LLC922,296$137.5M0.38%+409,550+79.9%Added
Barclays PLC898,711$133.9M0.07%−334,536−27.1%Reduced
LSV Asset Management838,704$125.0M0.27%−48,293−5.4%Reduced
Envestnet Asset Management Inc812,285$121.1M0.05%−3,694−0.5%Reduced
Wells Fargo & Company811,488$120.9M0.03%−8,178−1.0%Reduced
Allianz Asset Management GmbH805,976$120.1M0.22%+65,272+8.8%Added
Swiss National Bank782,172$116.6M0.09%−30,200−3.7%Reduced
Robeco Institutional Asset Management B.V.763,387$113.8M0.28%−67,095−8.1%Reduced
HSBC Holdings PLC739,350$110.2M0.10%−53,833−6.8%Reduced
Bank of Montreal716,724$107.1M0.06%+484,281+208.3%Added
Sumitomo Mitsui Trust Holdings, Inc.715,964$106.7M0.08%−14,242−2.0%Reduced
Nuveen Asset Management, LLC711,587$106.1M0.03%+8,313+1.2%Added
Assenagon Asset Management S.A.662,277$98.7M0.30%+651,924+6,297.0%Added
Adage Capital Partners GP, L.L.C.643,017$95.8M0.20%+391,900+156.1%Added
Prudential Financial Inc642,420$94.8M0.14%−3,106−0.5%Reduced
Bamco Inc625,384$93.2M0.25%+11,580+1.9%Added
Eminence Capital, LP612,298$91.3M1.78%−190,921−23.8%Reduced
Brave Warrior Advisors, LLC571,567$85.2M2.03%−442,371−43.6%Reduced
Alyeska Investment Group, L.P.570,423$85.0M0.57%+300,719+111.5%Added
TCW Group Inc554,166$82.6M0.92%−33,106−5.6%Reduced
Acadian Asset Management LLC531,350$79.2M0.31%−140,354−20.9%Reduced
SEI Investments Co525,525$78.3M0.13%−2,866−0.5%Reduced
Rhumbline Advisers519,234$77.4M0.08%−10,992−2.1%Reduced
D. E. Shaw & Co., Inc.519,048$77.4M0.11%−252,098−32.7%Reduced
Credit Suisse AG510,225$76.0M0.07%+65,534+14.7%Added
California Public Employees Retirement System485,411$72.3M0.05%−18,888−3.7%Reduced
UBS Group AG481,311$71.7M0.03%+23,226+5.1%Added
Russell Investments Group, Ltd.468,097$69.8M0.12%−14,373−3.0%Reduced
Marshall Wace, LLP467,397$69.7M0.13%−481,134−50.7%Reduced
Citadel Advisors LLC464,571$69.2M0.07%+254,414+121.1%Added
Deutsche Bank AG464,470$69.2M0.04%+21,659+4.9%Added
Pictet Asset Management Holding SA439,307$65.5M0.07%+15,713+3.7%Added
Select Equity Group, L.P.409,394$61.0M0.22%+409,394New
Basswood Capital Management, L.L.C.405,933$60.5M3.91%00.0%Unchanged
Oppenheimer Asset Management Inc.405,260$60.4M0.84%+3,250+0.8%Added
California State Teachers Retirement System398,457$59.4M0.08%+2,230+0.6%Added
National Pension Service397,880$59.3M0.08%00.0%Unchanged
Sound Shore Management Inc396,979$59.2M2.05%−94,807−19.3%Reduced
Victory Capital Management Inc377,597$56.3M0.06%+48,704+14.8%Added
Glenmede Trust Co NA366,023$54.6M0.28%−119,037−24.5%Reduced
Bridgewater Associates, LP358,516$53.4M0.30%−30,121−7.8%Reduced
Jennison Associates LLC354,711$52.9M0.04%+174,981+97.4%Added
Price T Rowe Associates Inc344,851$51.4M0.01%+954+0.3%Added
Alliancebernstein L.P.338,969$50.5M0.02%−40,272−10.6%Reduced
Renaissance Technologies LLC326,033$48.6M0.08%+6,200+1.9%Added
Wedge Capital Management L L P325,796$48.6M0.87%+34,079+11.7%Added
Candlestick Capital Management LP322,539$48.1M1.55%+322,539New
BNP Paribas Arbitrage, SA320,685$47.8M0.09%+26,064+8.8%Added
Mitsubishi UFJ Trust & Banking Corp320,190$47.7M0.11%−19,260−5.7%Reduced
Southpoint Capital Advisors LP320,000$47.7M1.02%−80,000−20.0%Reduced
Assetmark, Inc304,345$45.4M0.16%−4,388−1.4%Reduced
Raymond James & Associates286,031$42.6M0.03%+24,480+9.4%Added
New York State Teachers Retirement System278,825$41.6M0.09%−10,745−3.7%Reduced
Schonfeld Strategic Advisors LLC278,523$41.5M0.34%−26,735−8.8%Reduced
Salem Investment Counselors Inc271,403$40.4M1.39%+2,151+0.8%Added
CQS (US), LLC268,526$40.0M4.39%+8,737+3.4%Added
State Board of Administration of Florida Retirement System266,854$39.8M0.08%−4,614−1.7%Reduced
Woodline Partners LP247,497$36.9M0.40%+132,229+114.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.251,302$36.6M0.06%+17,798+7.6%Added
Allspring Global Investments Holdings, LLC243,110$36.2M0.06%−26,689−9.9%Reduced