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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 939 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Lennar Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 123,993 | $18.5M | 0.09% | −429−0.3% | Reduced |
| AXA S.A. | 125,703 | $18.7M | 0.06% | −24,074−16.1% | Reduced |
| Capital Fund Management S.A. | 127,253 | $19.0M | 0.24% | −68,150−34.9% | Reduced |
| ExodusPoint Capital Management, LP | 129,748 | $19.3M | 0.24% | +112,229+640.6% | Added |
| Pacific Heights Asset Management LLC | 130,000 | $19.4M | 1.66% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 131,237 | $19.6M | 0.03% | −13,919−9.6% | Reduced |
| Jane Street Group, LLC | 131,367 | $19.6M | 0.02% | +37,070+39.3% | Added |
| Standard Life Aberdeen plc | 131,442 | $19.6M | 0.04% | +49,348+60.1% | Added |
| STRS Ohio | 134,991 | $20.1M | 0.08% | +25,332+23.1% | Added |
| Factory Mutual Insurance Co | 139,500 | $20.8M | 0.26% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 139,742 | $20.8M | 0.07% | −2,209−1.6% | Reduced |
| Schroder Investment Management Group | 142,222 | $21.2M | 0.03% | +38,944+37.7% | Added |
| State of New Jersey Common Pension Fund D | 145,009 | $21.6M | 0.07% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 146,245 | $21.8M | 0.10% | −30,069−17.1% | Reduced |
| Pinebridge Investments, L.P. | 148,641 | $22.2M | 0.21% | −1,465−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 152,965 | $22.8M | 0.09% | −1,944−1.3% | Reduced |
| Storebrand Asset Management AS | 162,918 | $24.3M | 0.09% | +23,865+17.2% | Added |
| Swedbank AB | 164,155 | $24.5M | 0.04% | −69,080−29.6% | Reduced |
| Natixis Advisors, L.P. | 166,238 | $24.8M | 0.07% | +7,833+4.9% | Added |
| Teacher Retirement System of Texas | 168,568 | $25.1M | 0.17% | −82,018−32.7% | Reduced |
| Cubist Systematic Strategies, LLC | 171,206 | $25.5M | 0.32% | +171,206 | New |
| Brandywine Global Investment Management, LLC | 172,114 | $25.7M | 0.21% | −9,067−5.0% | Reduced |
| Korea Investment CORP | 174,094 | $25.9M | 0.07% | −62,369−26.4% | Reduced |
| State of Wisconsin Investment Board | 174,943 | $26.1M | 0.07% | −33,017−15.9% | Reduced |
| HRT Financial LP | 180,443 | $26.9M | 0.20% | +180,443 | New |
| Ensign Peak Advisors, Inc | 181,176 | $27.0M | 0.05% | 00.0% | Unchanged |
| Carlson Capital L P | 182,966 | $27.3M | 2.18% | −7,366−3.9% | Reduced |
| Marsico Capital Management LLC | 184,183 | $27.5M | 1.07% | +101,695+123.3% | Added |
| Toronto Dominion Bank | 185,581 | $27.7M | 0.04% | −9,663−4.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 186,246 | $27.8M | 0.33% | +942+0.5% | Added |
| Janus Henderson Group PLC | 190,402 | $28.4M | 0.02% | −66,438−25.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 196,769 | $29.3M | 0.09% | +188,868+2,390.4% | Added |
| State of Tennessee, Treasury Department | 197,112 | $29.4M | 0.12% | +73,369+59.3% | Added |
| Mercer Global Advisors Inc | 199,035 | $29.7M | 0.09% | +8,142+4.3% | Added |
| Lazard Asset Management LLC | 200,842 | $29.9M | 0.04% | +34,053+20.4% | Added |
| Rafferty Asset Management, LLC | 201,293 | $30.0M | 0.13% | +31,314+18.4% | Added |
| TD Asset Management Inc | 201,548 | $30.0M | 0.03% | +26,705+15.3% | Added |
| Franklin Resources Inc | 205,658 | $30.7M | 0.01% | −6,359−3.0% | Reduced |
| Cannell Peter B & Co Inc | 206,023 | $30.7M | 0.97% | −19,960−8.8% | Reduced |
| New York State Common Retirement Fund | 208,707 | $31.1M | 0.04% | −26,156−11.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 209,783 | $31.3M | 3.27% | −2,410−1.1% | Reduced |
| SG Americas Securities, LLC | 211,010 | $31.4M | 0.35% | +154,407+272.8% | Added |
| American Century Companies Inc | 215,817 | $32.2M | 0.02% | −7,237−3.2% | Reduced |
| QRG Capital Management, Inc. | 221,062 | $32.9M | 0.49% | +5,718+2.7% | Added |
| Jacobs Levy Equity Management, Inc | 223,305 | $33.3M | 0.17% | −498−0.2% | Reduced |
| Twin Tree Management, LP | 224,208 | $33.4M | 0.60% | +205,655+1,108.5% | Added |
| Walleye Trading LLC | 226,749 | $33.8M | 0.51% | +191,575+544.6% | Added |
| Citigroup Inc | 230,640 | $34.4M | 0.05% | +40,927+21.6% | Added |
| Great West Life Assurance Co | 237,427 | $35.2M | 0.08% | −65,602−21.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 243,110 | $36.2M | 0.06% | −26,689−9.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 251,302 | $36.6M | 0.06% | +17,798+7.6% | Added |
| Woodline Partners LP | 247,497 | $36.9M | 0.40% | +132,229+114.7% | Added |
| State Board of Administration of Florida Retirement System | 266,854 | $39.8M | 0.08% | −4,614−1.7% | Reduced |
| CQS (US), LLC | 268,526 | $40.0M | 4.39% | +8,737+3.4% | Added |
| Salem Investment Counselors Inc | 271,403 | $40.4M | 1.39% | +2,151+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 278,523 | $41.5M | 0.34% | −26,735−8.8% | Reduced |
| New York State Teachers Retirement System | 278,825 | $41.6M | 0.09% | −10,745−3.7% | Reduced |
| Raymond James & Associates | 286,031 | $42.6M | 0.03% | +24,480+9.4% | Added |
| Assetmark, Inc | 304,345 | $45.4M | 0.16% | −4,388−1.4% | Reduced |
| Southpoint Capital Advisors LP | 320,000 | $47.7M | 1.02% | −80,000−20.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 320,190 | $47.7M | 0.11% | −19,260−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 320,685 | $47.8M | 0.09% | +26,064+8.8% | Added |
| Candlestick Capital Management LP | 322,539 | $48.1M | 1.55% | +322,539 | New |
| Wedge Capital Management L L P | 325,796 | $48.6M | 0.87% | +34,079+11.7% | Added |
| Renaissance Technologies LLC | 326,033 | $48.6M | 0.08% | +6,200+1.9% | Added |
| Alliancebernstein L.P. | 338,969 | $50.5M | 0.02% | −40,272−10.6% | Reduced |
| Price T Rowe Associates Inc | 344,851 | $51.4M | 0.01% | +954+0.3% | Added |
| Jennison Associates LLC | 354,711 | $52.9M | 0.04% | +174,981+97.4% | Added |
| Bridgewater Associates, LP | 358,516 | $53.4M | 0.30% | −30,121−7.8% | Reduced |
| Glenmede Trust Co NA | 366,023 | $54.6M | 0.28% | −119,037−24.5% | Reduced |
| Victory Capital Management Inc | 377,597 | $56.3M | 0.06% | +48,704+14.8% | Added |
| Sound Shore Management Inc | 396,979 | $59.2M | 2.05% | −94,807−19.3% | Reduced |
| National Pension Service | 397,880 | $59.3M | 0.08% | 00.0% | Unchanged |
| California State Teachers Retirement System | 398,457 | $59.4M | 0.08% | +2,230+0.6% | Added |
| Oppenheimer Asset Management Inc. | 405,260 | $60.4M | 0.84% | +3,250+0.8% | Added |
| Basswood Capital Management, L.L.C. | 405,933 | $60.5M | 3.91% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 409,394 | $61.0M | 0.22% | +409,394 | New |
| Pictet Asset Management Holding SA | 439,307 | $65.5M | 0.07% | +15,713+3.7% | Added |
| Deutsche Bank AG | 464,470 | $69.2M | 0.04% | +21,659+4.9% | Added |
| Citadel Advisors LLC | 464,571 | $69.2M | 0.07% | +254,414+121.1% | Added |
| Marshall Wace, LLP | 467,397 | $69.7M | 0.13% | −481,134−50.7% | Reduced |
| Russell Investments Group, Ltd. | 468,097 | $69.8M | 0.12% | −14,373−3.0% | Reduced |
| UBS Group AG | 481,311 | $71.7M | 0.03% | +23,226+5.1% | Added |
| California Public Employees Retirement System | 485,411 | $72.3M | 0.05% | −18,888−3.7% | Reduced |
| Credit Suisse AG | 510,225 | $76.0M | 0.07% | +65,534+14.7% | Added |
| D. E. Shaw & Co., Inc. | 519,048 | $77.4M | 0.11% | −252,098−32.7% | Reduced |
| Rhumbline Advisers | 519,234 | $77.4M | 0.08% | −10,992−2.1% | Reduced |
| SEI Investments Co | 525,525 | $78.3M | 0.13% | −2,866−0.5% | Reduced |
| Acadian Asset Management LLC | 531,350 | $79.2M | 0.31% | −140,354−20.9% | Reduced |
| TCW Group Inc | 554,166 | $82.6M | 0.92% | −33,106−5.6% | Reduced |
| Alyeska Investment Group, L.P. | 570,423 | $85.0M | 0.57% | +300,719+111.5% | Added |
| Brave Warrior Advisors, LLC | 571,567 | $85.2M | 2.03% | −442,371−43.6% | Reduced |
| Eminence Capital, LP | 612,298 | $91.3M | 1.78% | −190,921−23.8% | Reduced |
| Bamco Inc | 625,384 | $93.2M | 0.25% | +11,580+1.9% | Added |
| Prudential Financial Inc | 642,420 | $94.8M | 0.14% | −3,106−0.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 643,017 | $95.8M | 0.20% | +391,900+156.1% | Added |
| Assenagon Asset Management S.A. | 662,277 | $98.7M | 0.30% | +651,924+6,297.0% | Added |
| Nuveen Asset Management, LLC | 711,587 | $106.1M | 0.03% | +8,313+1.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 715,964 | $106.7M | 0.08% | −14,242−2.0% | Reduced |
| Bank of Montreal | 716,724 | $107.1M | 0.06% | +484,281+208.3% | Added |