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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, 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
949
+84 vs. Q3 2023
Shares held
227.7M
+61.5K (0.0%) vs. Q3 2023
Total value
$33.9B
+$8.24B (+32.1%) vs. Q3 2023
New holders
162
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: 939 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 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, 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
KWMG, LLC41,039$6.12M0.72%−3,178−7.2%Reduced
Duality Advisers, LP41,140$6.13M0.65%+41,140New
Investment Management Corp of Ontario41,796$6.23M0.15%+5,853+16.3%Added
Coronation Fund Managers Ltd.41,799$6.23M0.17%−10,369−19.9%Reduced
Forsta Ap-Fonden42,300$6.30M0.06%−1,900−4.3%Reduced
ProShare Advisors LLC42,481$6.33M0.02%−4,136−8.9%Reduced
Utah Retirement Systems42,559$6.34M0.08%−200−0.5%Reduced
Wolverine Trading, LLC42,761$6.37M0.05%+36,419+574.3%Added
Czech National Bank43,813$6.53M0.09%−324−0.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)44,083$6.57M0.03%00.0%Unchanged
Westfield Capital Management Co LP45,417$6.77M0.04%+1,005+2.3%Added
Wealthfront Advisers LLC46,342$6.91M0.03%+4,669+11.2%Added
Synovus Financial Corp46,433$6.92M0.10%+334+0.7%Added
Swiss Life Asset Management Ltd46,410$6.92M0.08%+12,400+36.5%Added
Holocene Advisors, LP48,748$7.27M0.03%+1,978+4.2%Added
Picton Mahoney Asset Management49,127$7.32M0.34%+29,028+144.4%Added
Summit Global Investments49,219$7.34M0.48%+33,210+207.4%Added
FORA Capital, LLC49,264$7.34M0.63%−2,042−4.0%Reduced
Bank of Nova Scotia49,724$7.41M0.01%+15,350+44.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys49,780$7.42M0.05%−995−2.0%Reduced
Mirae Asset Global Investments Co., Ltd.50,279$7.49M0.02%−2,097−4.0%Reduced
Legacy Trust50,508$7.53M1.96%−2,348−4.4%Reduced
Leuthold Group, LLC50,716$7.56M0.95%−61−0.1%Reduced
IFM Investors Pty Ltd50,758$7.57M0.09%00.0%Unchanged
Shufro Rose & Co LLC68,389$7.68M0.73%−905−1.3%Reduced
Texas Permanent School Fund51,668$7.70M0.07%−529−1.0%Reduced
Eagle Asset Management Inc51,935$7.74M0.04%+10,979+26.8%Added
DnB Asset Management AS52,259$7.79M0.04%+50+0.1%Added
The PNC Financial Services Group, Inc.53,714$8.01M0.01%−448−0.8%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund54,501$8.12M0.10%+600+1.1%Added
Private Advisory Group LLC54,974$8.19M1.42%+8,460+18.2%Added
Retirement Systems of Alabama55,132$8.22M0.03%−1,966−3.4%Reduced
Knights of Columbus Asset Advisors LLC56,033$8.35M0.54%+718+1.3%Added
Crossmark Global Holdings, Inc.56,739$8.46M0.18%−2,644−4.5%Reduced
MetLife Investment Management60,627$9.04M0.07%−1,755−2.8%Reduced
CIBC World Markets Corp63,093$9.40M0.05%+17,704+39.0%Added
Great Lakes Advisors, LLC64,757$9.65M0.09%−699−1.1%Reduced
Castleark Management LLC64,870$9.67M0.43%+64,870New
Natixis65,218$9.72M0.07%+37,313+133.7%Added
KBC Group NV65,448$9.76M0.03%+22,322+51.8%Added
State of Alaska, Department of Revenue65,670$9.79M0.12%−4,385−6.3%Reduced
USS Investment Management Ltd65,745$9.80M0.09%−6,073−8.5%Reduced
CI Private Wealth, LLC66,099$9.85M0.02%+2,684+4.2%Added
Vision Capital Corp66,300$9.88M4.10%+66,300New
First Manhattan Co66,815$9.96M0.03%−210.0%Reduced
Empowered Funds, LLC66,924$9.97M0.25%−76,250−53.3%Reduced
Asset Management Advisors, LLC67,573$10.1M8.28%−785−1.1%Reduced
Arizona State Retirement System68,752$10.2M0.08%−143−0.2%Reduced
Comerica Bank69,202$10.3M0.05%+461+0.7%Added
American International Group, Inc.69,766$10.4M0.04%+442+0.6%Added
ClariVest Asset Management LLC71,095$10.6M0.59%−13,494−16.0%Reduced
Lyell Wealth Management, LP71,476$10.7M1.21%+1,953+2.8%Added
Squarepoint Ops LLC72,124$10.7M0.04%−16,940−19.0%Reduced
Amalgamated Bank73,589$11.0M0.09%−8,133−10.0%Reduced
Scopus Asset Management, L.P.75,000$11.2M0.47%+75,000New
PGGM Investments75,393$11.2M0.17%−13,479−15.2%Reduced
Moran Wealth Management, LLC75,640$11.3M0.40%−13,793−15.4%Reduced
Carmel Capital Partners, LLC75,996$11.3M5.78%−6,500−7.9%Reduced
DekaBank Deutsche Girozentrale79,177$11.7M0.02%−9,260−10.5%Reduced
Miller Investment Management, LP79,178$11.8M1.68%−678−0.8%Reduced
Advisor Group Holdings, Inc.80,564$12.0M0.02%−33,598−29.4%Reduced
Handelsbanken Fonder AB80,790$12.0M0.06%+14,246+21.4%Added
National Bank of Canada81,842$12.1M0.02%−4,305−5.0%Reduced
Janney Montgomery Scott LLC81,010$12.1M0.04%+1,955+2.5%Added
Tower Bridge Advisors81,533$12.2M1.05%−4,972−5.7%Reduced
Mariner, LLC84,435$12.6M0.03%+12,239+17.0%Added
O'Shaughnessy Asset Management, LLC84,451$12.6M0.17%−12,513−12.9%Reduced
Nisa Investment Advisors, LLC85,252$12.7M0.09%−13,672−13.8%Reduced
Smith Group Asset Management, LLC85,300$12.7M0.74%+85,300New
Mackenzie Financial Corp86,024$12.8M0.02%+44,172+105.5%Added
M&T Bank Corp86,345$12.9M0.05%−1,807−2.0%Reduced
American Assets Investment Management, LLC86,370$12.9M1.33%00.0%Unchanged
Voya Investment Management LLC86,442$12.9M0.01%−9,103−9.5%Reduced
Cullen/Frost Bankers, Inc.86,973$13.0M0.20%+2,263+2.7%Added
CBOE Vest Financial, LLC88,200$13.1M0.49%+8,063+10.1%Added
Foundry Partners, LLC88,438$13.2M0.79%−10,940−11.0%Reduced
Stifel Financial Corp88,857$13.2M0.02%−8,790−9.0%Reduced
Mark Asset Management LP89,513$13.3M2.17%−383−0.4%Reduced
Shelton Capital Management90,280$13.5M0.43%+52,948+141.8%Added
State of Michigan Retirement System91,015$13.6M0.08%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.91,199$13.6M0.04%−13,599−13.0%Reduced
Nomura Asset Management Co Ltd92,230$13.7M0.06%+1,454+1.6%Added
Oregon Public Employees Retirement Fund94,126$14.0M0.25%−56,558−37.5%Reduced
Montgomery Investment Management Inc95,863$14.3M4.39%−71−0.1%Reduced
Royal London Asset Management Ltd96,572$14.4M0.04%+736+0.8%Added
Illinois Municipal Retirement Fund99,127$14.8M0.25%+316+0.3%Added
Sapient Capital LLC104,340$15.6M0.40%+104,340New
Abn Amro Investment Solutions104,494$15.6M0.27%−20,800−16.6%Reduced
Skandinaviska Enskilda Banken AB (publ)104,578$15.6M0.09%−1,944−1.8%Reduced
Fisher Asset Management, LLC105,922$15.8M0.01%+1,426+1.4%Added
Horiko Capital Management LLC106,365$15.9M5.69%+32,892+44.8%Added
Meeder Asset Management Inc107,645$16.0M1.25%−35,502−24.8%Reduced
JGP Wealth Management, LLC107,659$16.0M2.38%−699−0.6%Reduced
Asset Management One Co.,Ltd.109,022$16.3M0.07%−1,644−1.5%Reduced
Point72 Hong Kong Ltd109,996$16.4M1.01%+109,996New
ING Groep NV113,247$16.9M0.14%+81,545+257.2%Added
Achmea Investment Management B.V.116,415$17.4M0.36%−18,043−13.4%Reduced
Atria Investments LLC117,794$17.5M0.27%+10,268+9.5%Added
LPL Financial LLC122,175$18.2M0.01%+12,122+11.0%Added
Truist Financial Corp122,287$18.2M0.03%−4,817−3.8%Reduced